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 |
|---|---|---|---|---|---|
| Bridgeworth, LLC | 50,248 | $8.60M | 0.95% | +122+0.2% | Added |
| Key Client Fiduciary Advisors, LLC | 50,199 | $8.59M | 5.28% | +822+1.7% | Added |
| Affiance Financial, LLC | 50,188 | $8.59M | 4.36% | −949−1.9% | Reduced |
| Spouting Rock Asset Management, LLC | 50,168 | $8.59M | 2.74% | +4,986+11.0% | Added |
| Wealthquest Corp | 50,167 | $8.59M | 1.05% | +1,891+3.9% | Added |
| Bright Rock Capital Management, LLC | 50,000 | $8.56M | 2.09% | 00.0% | Unchanged |
| Kentucky Farm Bureau Mutual Insurance Co | 50,000 | $8.56M | 2.46% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 49,933 | $8.55M | 1.75% | −10,901−17.9% | Reduced |
| Enterprise Financial Services Corp | 49,793 | $8.53M | 5.89% | −477−0.9% | Reduced |
| Invesco, LLC | 49,705 | $8.51M | 4.29% | +813+1.7% | Added |
| McMahon Financial Advisors, LLC | 49,562 | $8.49M | 2.63% | −1,117−2.2% | Reduced |
| Security National Bank of So Dak | 49,553 | $8.48M | 6.25% | −95−0.2% | Reduced |
| Patriot Investment Management Inc. | 49,536 | $8.48M | 0.78% | −6,134−11.0% | Reduced |
| William Allan, LLC | 49,531 | $8.48M | 6.71% | −1,139−2.2% | Reduced |
| Marino, Stram & Associates LLC | 49,477 | $8.47M | 2.48% | −893−1.8% | Reduced |
| CFS Investment Advisory Services, LLC | 49,425 | $8.46M | 1.35% | +49,425 | New |
| Acima Private Wealth, LLC | 49,421 | $8.46M | 3.76% | −276−0.6% | Reduced |
| Trinity Legacy Partners, LLC | 49,327 | $8.45M | 2.92% | −5,713−10.4% | Reduced |
| Sovereign Financial Group, Inc. | 49,289 | $8.44M | 3.00% | −7,368−13.0% | Reduced |
| Burke & Herbert Bank & Trust Co | 49,087 | $8.40M | 6.80% | −4,609−8.6% | Reduced |
| Analyst IMS Investment Management Services Ltd. | 49,213 | $8.40M | 0.53% | +561+1.2% | Added |
| Lebenthal Global Advisors, LLC | 49,044 | $8.40M | 2.53% | +1,977+4.2% | Added |
| Spirit of America Management Corp | 49,032 | $8.39M | 1.90% | −200−0.4% | Reduced |
| Itau Unibanco Holding S.A. | 48,964 | $8.38M | 0.37% | +1,775+3.8% | Added |
| Geller Advisors LLC | 48,875 | $8.37M | 0.97% | −3,186−6.1% | Reduced |
| Concentric Wealth Management, LLC | 48,863 | $8.37M | 2.76% | −323−0.7% | Reduced |
| D.B. Root & Company, LLC | 48,773 | $8.35M | 3.25% | +46+0.1% | Added |
| Strong Tower Advisory Services | 48,590 | $8.32M | 4.16% | −31−0.1% | Reduced |
| Lavaca Capital LLC | 48,547 | $8.31M | 2.99% | −18,116−27.2% | Reduced |
| CVA Family Office, LLC | 48,519 | $8.31M | 1.90% | +2,136+4.6% | Added |
| Searcy Financial Services Inc | 48,485 | $8.30M | 5.01% | −3,770−7.2% | Reduced |
| Ethos Financial Group, LLC | 48,462 | $8.30M | 2.15% | +7,340+17.8% | Added |
| Hixon Zuercher, LLC | 48,375 | $8.28M | 4.34% | +3,589+8.0% | Added |
| Waterloo Capital, L.P. | 48,343 | $8.28M | 2.43% | +569+1.2% | Added |
| Buck Wealth Strategies, LLC | 48,335 | $8.28M | 3.33% | −1,160−2.3% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 48,315 | $8.27M | 0.62% | −898−1.8% | Reduced |
| Paragon Wealth Strategies, LLC | 48,314 | $8.27M | 2.47% | −220−0.5% | Reduced |
| Alan B. Lancz & Associates, Inc. | 48,259 | $8.26M | 9.39% | −585−1.2% | Reduced |
| Stokes Capital Advisors, LLC | 48,219 | $8.26M | 2.88% | +834+1.8% | Added |
| Leeward Financial Partners, LLC | 48,202 | $8.25M | 4.57% | +3,161+7.0% | Added |
| Patron Partners Advisors, LLC | 48,096 | $8.23M | 6.07% | −782−1.6% | Reduced |
| Exeter Financial, LLC | 48,045 | $8.23M | 4.35% | −1,941−3.9% | Reduced |
| Quantbot Technologies LP | 48,004 | $8.22M | 0.55% | +20,218+72.8% | Added |
| Gs Investments, Inc. | 48,000 | $8.22M | 4.69% | −131−0.3% | Reduced |
| Bluefin Capital Management, LLC | 48,000 | $8.22M | 0.72% | +44,128+1,139.7% | Added |
| Dover Advisors, LLC | 47,930 | $8.21M | 8.30% | +50+0.1% | Added |
| Purus Wealth Management, LLC | 47,929 | $8.21M | 5.54% | +46+0.1% | Added |
| HHM Wealth Advisors, LLC | 47,885 | $8.20M | 1.60% | −41−0.1% | Reduced |
| My Legacy Advisors, LLC | 46,716 | $8.20M | 3.33% | −1,664−3.4% | Reduced |
| Benedetti & Gucer, Inc. | 47,854 | $8.19M | 4.48% | −575−1.2% | Reduced |
| Lynch & Associates | 47,827 | $8.19M | 2.16% | +445+0.9% | Added |
| Shepherd Kaplan Krochuk, LLC | 47,819 | $8.19M | 7.11% | +30.0% | Added |
| 626 Financial, LLC | 47,760 | $8.18M | 5.53% | −292−0.6% | Reduced |
| Norway Savings Bank | 47,592 | $8.15M | 4.02% | −1,779−3.6% | Reduced |
| LCM Capital Management Inc | 47,569 | $8.14M | 6.64% | +130.0% | Added |
| Chapman Investment Management, LLC | 47,547 | $8.14M | 6.89% | +2,134+4.7% | Added |
| Baker Ellis Asset Management LLC | 47,494 | $8.13M | 1.46% | +1,405+3.0% | Added |
| Financial Enhancement Group LLC | 45,376 | $8.11M | 1.56% | −490−1.1% | Reduced |
| Armstrong Shaw Associates Inc | 47,351 | $8.11M | 8.52% | 00.0% | Unchanged |
| Mystic Asset Management, Inc. | 47,307 | $8.10M | 4.55% | −1,412−2.9% | Reduced |
| Trexquant Investment LP | 47,258 | $8.09M | 0.20% | −86,003−64.5% | Reduced |
| Northcape Wealth Management, LLC | 47,196 | $8.08M | 3.09% | +3,564+8.2% | Added |
| HBW Advisory Services LLC | 47,154 | $8.07M | 1.69% | −5,584−10.6% | Reduced |
| Diversified, LLC | 46,990 | $8.05M | 2.09% | +368+0.8% | Added |
| Graham Capital Management, L.P. | 46,957 | $8.04M | 0.24% | +15,465+49.1% | Added |
| Capital Advisors Wealth Management, LLC | 46,950 | $8.04M | 2.10% | +1,018+2.2% | Added |
| Alterity Financial Group, LLC | 46,947 | $8.04M | 12.74% | −4,994−9.6% | Reduced |
| Investmark Advisory Group LLC | 46,915 | $8.03M | 5.44% | +121+0.3% | Added |
| Centerpoint Advisors, LLC | 46,778 | $8.01M | 3.40% | −1,615−3.3% | Reduced |
| Highview Capital Management LLC | 46,776 | $8.01M | 4.58% | −95−0.2% | Reduced |
| Auxano Advisors, LLC | 46,704 | $8.00M | 3.27% | −10,062−17.7% | Reduced |
| Gunn & Co Investment Management, Inc. | 46,703 | $8.00M | 7.03% | +46,703 | New |
| Virtue Capital Management, LLC | 41,762 | $7.99M | 1.36% | 00.0% | Unchanged |
| Q Capital Solutions | 46,643 | $7.99M | 8.67% | −10,098−17.8% | Reduced |
| Delaney Dennis R | 46,615 | $7.98M | 5.14% | −1,312−2.7% | Reduced |
| Walled Lake Planning & Wealth Management, LLC | 46,590 | $7.98M | 4.00% | +2,881+6.6% | Added |
| Cohen Investment Advisors LLC | 46,574 | $7.97M | 6.41% | +1,918+4.3% | Added |
| Old North State Trust, LLC | 46,546 | $7.97M | 6.21% | −693−1.5% | Reduced |
| Asset Management Advisors, LLC | 46,497 | $7.96M | 7.47% | −8,200−15.0% | Reduced |
| Cheviot Value Management, LLC | 46,471 | $7.96M | 1.76% | −4,198−8.3% | Reduced |
| Buffington Mohr McNeal | 46,456 | $7.95M | 1.81% | −2,406−4.9% | Reduced |
| Financial Council Asset Management Inc | 46,420 | $7.95M | 6.32% | +198+0.4% | Added |
| Wealth Alliance Advisory Group, LLC | 46,394 | $7.94M | 2.36% | +65+0.1% | Added |
| Blueprint Investment Partners LLC | 46,351 | $7.94M | 2.55% | +2,207+5.0% | Added |
| Curtis Advisory Group, LLC | 46,342 | $7.93M | 2.64% | +5,135+12.5% | Added |
| Pettinga Financial Advisors, LLC | 46,340 | $7.93M | 2.40% | −223−0.5% | Reduced |
| Sandhill Capital Partners LLC | 46,282 | $7.92M | 0.74% | −387−0.8% | Reduced |
| Moss Adams Wealth Advisors LLC | 46,243 | $7.92M | 2.70% | +6,498+16.3% | Added |
| Syntegra Private Wealth Group, LLC | 46,154 | $7.90M | 1.24% | −491−1.1% | Reduced |
| Sonata Capital Group Inc | 46,146 | $7.90M | 4.22% | +477+1.0% | Added |
| Waterfront Wealth Inc. | 45,614 | $7.90M | 2.59% | −905−1.9% | Reduced |
| Sax Wealth Advisors, LLC | 46,054 | $7.88M | 1.55% | +310+0.7% | Added |
| Intact Investment Management Inc. | 46,000 | $7.88M | 0.34% | −2,000−4.2% | Reduced |
| Aurora Investment Managers, LLC. | 45,978 | $7.87M | 6.67% | −9,313−16.8% | Reduced |
| Fountainhead AM, LLC | 46,565 | $7.87M | 2.76% | +2,740+6.3% | Added |
| Reliant Investment Management, LLC | 45,953 | $7.87M | 4.59% | +1,293+2.9% | Added |
| JT Stratford LLC | 45,938 | $7.86M | 2.03% | +360+0.8% | Added |
| Atlas Private Wealth Management | 45,890 | $7.86M | 4.22% | −388−0.8% | Reduced |
| Round Rock Advisors, LLC | 45,857 | $7.85M | 2.98% | −9,342−16.9% | Reduced |
| Garrett Investment Advisors LLC | 45,700 | $7.82M | 1.05% | +3,461+8.2% | Added |