Apple Inc.
AAPL- Exchange
- Nasdaq
- Industry
- Electronic Computers
- SEC CIK
- 0000320193
In the last 90 days, Apple Inc. insiders filed 0 open-market purchases and 11 sales; 6,152 institutions reported holding it in 13F filings for Q2 2026, worth $2.80T in total; 11 superinvestors hold it, including Berkshire Hathaway and H&H International Investment.
13F holders, Q3 2023
Institutional positions in Apple Inc. as of Sep 30, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 4,619
- +78 vs. Q2 2023
- Shares held
- 9.28B
- −80.3M (−0.9%) vs. Q2 2023
- Total value
- $1.60T
- −$219.4B (−12.1%) vs. Q2 2023
- New holders
- 168
- 1,792 more added
- Sold out
- 90
- 2,380 more reduced
54 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting AAPL on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 6,152 | $2.80T |
| Q1 2026 | 6,135 | $2.40T |
| Q4 2025 | 6,131 | $2.61T |
| Q3 2025 | 5,617 | $2.35T |
| Q2 2025 | 5,600 | $1.93T |
| Q1 2025 | 5,608 | $2.08T |
| Q4 2024 | 5,672 | $2.36T |
| Q3 2024 | 5,106 | $2.17T |
| Q2 2024 | 5,133 | $1.98T |
| Q1 2024 | 5,024 | $1.61T |
| Q4 2023 | 4,977 | $1.81T |
| Q3 2023 | 4,619 | $1.60T |
| Q2 2023 | 4,595 | $1.82T |
| Q1 2023 | 4,525 | $1.55T |
| Q4 2022 | 4,556 | $1.21T |
| Q3 2022 | 4,347 | $1.29T |
| Q2 2022 | 4,340 | $1.28T |
| Q1 2022 | 4,391 | $1.66T |
| Q4 2021 | 4,404 | $1.69T |
| Q3 2021 | 3,859 | $1.34T |
| Q2 2021 | 3,879 | $1.31T |
| Q1 2021 | 3,855 | $1.17T |
Institutions, Q3 2023
Shares, value and share of portfolio for each institution holding Apple Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Strategic Financial Concepts, LLC | 55,039 | $9.42M | 3.18% | −2,858−4.9% | Reduced |
| Martin & Co Inc | 55,011 | $9.42M | 2.47% | +1,217+2.3% | Added |
| Menlo Advisors LLC | 55,011 | $9.42M | 6.19% | −3,560−6.1% | Reduced |
| LWMG, LLC | 54,989 | $9.41M | 2.58% | +1,232+2.3% | Added |
| Bonness Enterprises Inc | 54,940 | $9.41M | 4.31% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 54,892 | $9.40M | 3.08% | +14,247+35.1% | Added |
| AlphaStar Capital Management, LLC | 54,889 | $9.40M | 1.18% | +4,473+8.9% | Added |
| Abundance Wealth Counselors | 54,821 | $9.39M | 2.68% | +54,821 | New |
| Atticus Wealth Management, LLC | 54,785 | $9.38M | 3.59% | +451+0.8% | Added |
| Charles Carroll Financial Partners, LLC | 54,719 | $9.37M | 11.63% | +2,055+3.9% | Added |
| Beech Hill Advisors, Inc. | 54,633 | $9.35M | 4.72% | −1,079−1.9% | Reduced |
| Parisi Gray Wealth Management | 54,481 | $9.33M | 4.24% | +731+1.4% | Added |
| First Business Financial Services, Inc. | 54,438 | $9.32M | 1.19% | +161+0.3% | Added |
| Kemnay Advisory Services Inc. | 54,413 | $9.32M | 2.79% | +5,141+10.4% | Added |
| Pine Ridge Advisers LLC | 54,395 | $9.31M | 1.97% | −11,480−17.4% | Reduced |
| Carl P. Sherr & Co., LLC | 54,391 | $9.31M | 6.31% | 00.0% | Unchanged |
| Stiles Financial Services Inc | 54,376 | $9.31M | 4.83% | −130.0% | Reduced |
| Congress Park Capital LLC | 54,136 | $9.27M | 5.34% | −1,321−2.4% | Reduced |
| Asio Capital, LLC | 54,114 | $9.26M | 2.47% | −55,399−50.6% | Reduced |
| Xcel Wealth Management, LLC | 54,105 | $9.26M | 3.66% | −12,238−18.4% | Reduced |
| Signature Wealth Management Partners, LLC | 53,973 | $9.24M | 9.04% | −639−1.2% | Reduced |
| Kathmere Capital Management, LLC | 53,964 | $9.24M | 1.37% | −1,242−2.2% | Reduced |
| Headinvest, LLC | 53,155 | $9.24M | 2.01% | +872+1.7% | Added |
| Horizon Investment Services, LLC | 53,819 | $9.21M | 5.54% | +49+0.1% | Added |
| Cottage Street Advisors LLC | 53,809 | $9.21M | 6.75% | −565−1.0% | Reduced |
| First County Bank | 53,724 | $9.20M | 4.79% | +1,940+3.7% | Added |
| MTM Investment Management, LLC | 53,718 | $9.20M | 4.64% | +100+0.2% | Added |
| Eukles Asset Management | 53,692 | $9.19M | 4.85% | +510+1.0% | Added |
| Paradiem, LLC | 53,547 | $9.17M | 2.75% | 00.0% | Unchanged |
| Elevatus Welath Management | 53,500 | $9.16M | 8.28% | +39,425+280.1% | Added |
| Concord Wealth Partners | 53,377 | $9.14M | 1.94% | +1,022+2.0% | Added |
| jvl associates llc | 53,365 | $9.14M | 4.70% | +128+0.2% | Added |
| Wisconsin Capital Management LLC | 53,360 | $9.14M | 6.03% | −1,815−3.3% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 53,304 | $9.13M | 5.86% | −3,661−6.4% | Reduced |
| Blue Zone Wealth Advisors, LLC | 53,297 | $9.13M | 4.00% | −32−0.1% | Reduced |
| Nkcfo LLC | 53,300 | $9.13M | 5.06% | −2,300−4.1% | Reduced |
| Family Capital Trust Co | 53,273 | $9.12M | 3.23% | −1,070−2.0% | Reduced |
| Hollow Brook Wealth Management LLC | 53,189 | $9.11M | 3.80% | −91−0.2% | Reduced |
| SPC Financial, Inc. | 53,186 | $9.11M | 1.02% | −621−1.2% | Reduced |
| Barometer Capital Management Inc. | 53,177 | $9.10M | 2.87% | −1,803−3.3% | Reduced |
| Heartland Bank & Trust Co | 53,166 | $9.10M | 7.18% | −108−0.2% | Reduced |
| Valley Brook Capital Group | 53,065 | $9.09M | 8.98% | −2,659−4.8% | Reduced |
| Gateway Advisory, LLC | 53,007 | $9.08M | 1.85% | +2,082+4.1% | Added |
| Palogic Value Management, L.P. | 52,969 | $9.07M | 4.48% | −339−0.6% | Reduced |
| Ballast, Inc. | 52,887 | $9.05M | 3.61% | +164+0.3% | Added |
| Gates Foundation TrustSuperinvestorGates Foundation Trust | 52,815 | $9.04M | 0.02% | +52,815 | New |
| Advanced Asset Management Advisors Inc | 52,705 | $9.02M | 2.16% | −250.0% | Reduced |
| Spinnaker Investment Group, LLC | 52,692 | $9.02M | 3.03% | −1,370−2.5% | Reduced |
| Kensington Investment Counsel, LLC | 52,634 | $9.01M | 5.59% | +1,328+2.6% | Added |
| ORG Partners LLC | 52,594 | $9.01M | 2.66% | +2,726+5.5% | Added |
| Institutional & Family Asset Management, LLC | 52,572 | $9.00M | 1.48% | −210−0.4% | Reduced |
| Redhawk Wealth Advisors, Inc. | 52,566 | $9.00M | 3.00% | +6,013+12.9% | Added |
| Peninsula Asset Management Inc | 52,516 | $8.99M | 5.67% | −1,430−2.7% | Reduced |
| Cornerstone Capital, Inc. | 52,511 | $8.99M | 1.08% | −413−0.8% | Reduced |
| TFC Financial Management | 52,401 | $8.97M | 2.14% | +586+1.1% | Added |
| Clearwater Capital Advisors, LLC | 52,291 | $8.95M | 1.10% | −566−1.1% | Reduced |
| Alera Investment Advisors, LLC | 52,241 | $8.94M | 1.47% | −1,441−2.7% | Reduced |
| Peak Financial Management, Inc. | 52,196 | $8.94M | 3.25% | +537+1.0% | Added |
| WS Portfolio Advisory, LLC | 52,177 | $8.93M | 2.03% | 00.0% | Unchanged |
| Triad Financial Advisors, Inc. | 52,092 | $8.92M | 3.14% | +1,292+2.5% | Added |
| Planning Alternatives Ltd | 52,052 | $8.91M | 1.73% | +674+1.3% | Added |
| Vestmark Advisory Solutions, Inc. | 51,923 | $8.89M | 0.65% | −103,287−66.5% | Reduced |
| Chesapeake Wealth Management | 51,841 | $8.88M | 3.70% | −855−1.6% | Reduced |
| Beacon Capital Management, LLC | 45,699 | $8.86M | 2.35% | 00.0% | Unchanged |
| Portman Square Capital LLP | 51,762 | $8.86M | 1.22% | +48,561+1,517.1% | Added |
| Claudia M.P. Batlle, CRP (R) LLC | 51,664 | $8.85M | 2.95% | +942+1.9% | Added |
| Invst, LLC | 51,629 | $8.84M | 1.28% | +1,619+3.2% | Added |
| Prosperitas Financial LLC | 51,598 | $8.83M | 6.86% | +51,598 | New |
| Next Level Private LLC | 50,825 | $8.83M | 5.86% | +129+0.3% | Added |
| TCWP LLC | 51,540 | $8.82M | 6.72% | −2,209−4.1% | Reduced |
| Arden Trust Co | 51,530 | $8.82M | 1.47% | −250−0.5% | Reduced |
| Ellerson Group Inc | 51,501 | $8.82M | 8.22% | −220−0.4% | Reduced |
| Cowen and Company, LLC | 51,430 | $8.81M | 0.62% | +19,725+62.2% | Added |
| Lloyd Advisory Services, LLC. | 51,414 | $8.80M | 2.91% | +51,414 | New |
| Norden Group LLC | 51,414 | $8.80M | 2.91% | +51,414 | New |
| FDx Advisors, Inc. | 51,347 | $8.79M | 0.73% | −82,088−61.5% | Reduced |
| Davidson Trust Co | 51,322 | $8.79M | 6.52% | +2,578+5.3% | Added |
| Ayalon Holdings Ltd. | 51,317 | $8.79M | 3.71% | +674+1.3% | Added |
| Graphene Investments SAS | 51,300 | $8.78M | 6.16% | +2,900+6.0% | Added |
| Hilltop Holdings Inc. | 51,197 | $8.77M | 1.09% | −108,533−67.9% | Reduced |
| CNB Bank | 51,178 | $8.76M | 5.16% | +4,116+8.7% | Added |
| Laraway Financial Inc | 51,124 | $8.75M | 9.12% | −507−1.0% | Reduced |
| Marshall Financial Group LLC | 51,103 | $8.75M | 3.15% | −254−0.5% | Reduced |
| Hazlett, Burt & Watson, Inc. | 51,029 | $8.74M | 6.51% | −7,995−13.5% | Reduced |
| Prosperity Consulting Group, LLC | 50,990 | $8.73M | 4.01% | +20,319+66.2% | Added |
| Levy Wealth Management Group, LLC | 50,972 | $8.73M | 2.71% | −348−0.7% | Reduced |
| TSFG, LLC | 50,943 | $8.72M | 3.11% | +1,091+2.2% | Added |
| Cim Investment Mangement Inc | 50,909 | $8.72M | 3.19% | −1,049−2.0% | Reduced |
| Highline Wealth Partners LLC | 50,903 | $8.72M | 5.38% | +1,615+3.3% | Added |
| Nixon Peabody Trust Co | 50,860 | $8.71M | 7.29% | −1,395−2.7% | Reduced |
| Connolly Sarah T. | 50,813 | $8.70M | 5.74% | −3,860−7.1% | Reduced |
| Modus Advisors, LLC | 50,699 | $8.68M | 3.79% | −122−0.2% | Reduced |
| Riggs Asset Managment Co. Inc. | 50,695 | $8.68M | 3.09% | +6,714+15.3% | Added |
| Rede Wealth, LLC | 50,621 | $8.67M | 4.35% | −1,614−3.1% | Reduced |
| Scissortail Wealth Management, LLC | 50,102 | $8.66M | 6.82% | +50,102 | New |
| Monetta Financial Services Inc | 50,500 | $8.65M | 9.42% | 00.0% | Unchanged |
| Bridge Advisory, LLC | 50,425 | $8.63M | 3.03% | +1,821+3.7% | Added |
| LBMC Investment Advisors, LLC | 50,015 | $8.62M | 0.92% | −398−0.8% | Reduced |
| Portland Global Advisors LLC | 50,305 | $8.61M | 1.44% | −1,054−2.1% | Reduced |
| Waypoint Capital Advisors, LLC | 50,290 | $8.61M | 2.89% | +1,649+3.4% | Added |