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 8 sales; 6,150 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 | 6,150 | $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 | 4,403 | $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 |
|---|---|---|---|---|---|
| GuoLine Advisory Pte Ltd | 371,700 | $63.6M | 12.55% | 00.0% | Unchanged |
| Welch Group, LLC | 369,860 | $63.3M | 3.75% | −6,397−1.7% | Reduced |
| Edmond de Rothschild Holding S.A. | 369,815 | $63.3M | 1.29% | −70,672−16.0% | Reduced |
| Principle Wealth Partners LLC | 369,464 | $63.3M | 6.36% | −1,963−0.5% | Reduced |
| Meiji Yasuda Life Insurance Co | 368,880 | $63.2M | 1.68% | +75,548+25.8% | Added |
| International Assets Investment Management, LLC | 487,744 | $63.1M | 8.66% | +48,522+11.0% | Added |
| Ardevora Asset Management LLP | 368,537 | $63.1M | 3.10% | −245,503−40.0% | Reduced |
| Davidson Investment Advisors | 368,489 | $63.1M | 4.02% | +7,788+2.2% | Added |
| Waverton Investment Management Ltd | 366,525 | $62.7M | 1.81% | +15,000+4.3% | Added |
| Talbot Financial, LLC | 362,328 | $62.0M | 10.81% | −1,538−0.4% | Reduced |
| Richard Bernstein Advisors LLC | 361,336 | $61.9M | 1.38% | −19,851−5.2% | Reduced |
| Gillespie Robinson & Grimm Inc | 360,977 | $61.8M | 6.18% | −6,954−1.9% | Reduced |
| Park Avenue Securities LLC | 360,037 | $61.6M | 0.96% | +13,653+3.9% | Added |
| Cornerstone Wealth Management, LLC | 359,357 | $61.5M | 5.81% | +5,705+1.6% | Added |
| McDaniel Terry & Co | 359,021 | $61.5M | 6.40% | +2,691+0.8% | Added |
| Academy Capital Management Inc | 357,947 | $61.3M | 13.00% | −2,122−0.6% | Reduced |
| Am Investment Strategies LLC | 357,615 | $61.2M | 19.88% | +2,322+0.7% | Added |
| Howland Capital Management LLC | 357,503 | $61.2M | 3.57% | +32,176+9.9% | Added |
| Cercano Management LLC | 356,705 | $61.1M | 2.17% | +340,274+2,070.9% | Added |
| First Horizon Advisors, Inc. | 355,719 | $60.9M | 2.20% | −209−0.1% | Reduced |
| Burns J W & Co Inc | 355,595 | $60.9M | 9.86% | −2,845−0.8% | Reduced |
| Birch Hill Investment Advisors LLC | 354,149 | $60.6M | 3.62% | −7,273−2.0% | Reduced |
| Chilton Investment Co LLC | 352,820 | $60.4M | 1.92% | +292,369+483.6% | Added |
| Clear Harbor Asset Management, LLC | 351,212 | $60.1M | 6.27% | −4,012−1.1% | Reduced |
| Venture Visionary Partners LLC | 350,202 | $60.0M | 3.61% | −10,343−2.9% | Reduced |
| Chesley Taft & Associates LLC | 350,136 | $59.9M | 3.89% | −4,672−1.3% | Reduced |
| Harbor Investment Advisory, LLC | 365,883 | $59.7M | 7.81% | −2,656−0.7% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 348,330 | $59.6M | 4.06% | +6,256+1.8% | Added |
| Western Wealth Management, LLC | 348,301 | $59.6M | 5.04% | −3,320−0.9% | Reduced |
| North Star Asset Management Inc | 347,634 | $59.5M | 3.42% | −6,486−1.8% | Reduced |
| Commerzbank Aktiengesellschaft | 347,529 | $59.5M | 2.82% | +38,714+12.5% | Added |
| Kanawha Capital Management LLC | 347,487 | $59.5M | 5.77% | −3,277−0.9% | Reduced |
| Girard Partners Ltd. | 346,955 | $59.4M | 6.70% | −11,840−3.3% | Reduced |
| Azimuth Capital Investment Management LLC | 346,395 | $59.3M | 2.92% | −4,609−1.3% | Reduced |
| TCTC Holdings, LLC | 346,046 | $59.2M | 2.29% | −4,884−1.4% | Reduced |
| Carret Asset Management, LLC | 346,005 | $59.2M | 8.26% | −3,233−0.9% | Reduced |
| Hantz Financial Services, Inc. | 345,979 | $59.2M | 1.50% | −18,768−5.1% | Reduced |
| Grassi Investment Management | 345,315 | $59.1M | 6.80% | −1,238−0.4% | Reduced |
| Boston Family Office LLC | 345,151 | $59.1M | 4.84% | −36,082−9.5% | Reduced |
| Fulton Breakefield Broenniman LLC | 344,943 | $59.1M | 5.13% | +3,239+0.9% | Added |
| Wealthspire Advisors, LLC | 344,037 | $58.9M | 0.97% | +39,385+12.9% | Added |
| Albion Financial Group | 343,725 | $58.8M | 5.43% | −3,447−1.0% | Reduced |
| Cobblestone Capital Advisors LLC | 343,055 | $58.7M | 4.36% | +351+0.1% | Added |
| NZS Capital, LLC | 342,727 | $58.7M | 3.16% | −63,970−15.7% | Reduced |
| Washington Trust Advisors, Inc. | 342,540 | $58.6M | 6.02% | −6,019−1.7% | Reduced |
| Courier Capital LLC | 341,934 | $58.5M | 4.85% | −12,619−3.6% | Reduced |
| Cape Cod Five Cents Savings Bank | 341,818 | $58.5M | 3.17% | +168,451+97.2% | Added |
| Adviser Investments LLC | 341,784 | $58.5M | 1.27% | +76,824+29.0% | Added |
| U.S. Capital Wealth Advisors, LLC | 341,433 | $58.5M | 2.63% | +1,566+0.5% | Added |
| Beacon Investment Advisory Services, Inc. | 341,058 | $58.4M | 2.87% | +6,097+1.8% | Added |
| Philadelphia Trust Co | 340,749 | $58.3M | 5.99% | −15,453−4.3% | Reduced |
| Agf Management Ltd | 340,504 | $58.3M | 0.41% | +295,451+655.8% | Added |
| Freestone Capital Holdings, LLC | 340,378 | $58.3M | 3.10% | +7,634+2.3% | Added |
| TRB Advisors LP | 340,000 | $58.2M | 38.83% | 00.0% | Unchanged |
| Rollins Financial | 339,672 | $58.2M | 14.23% | +27,644+8.9% | Added |
| AMG National Trust Bank | 339,516 | $58.1M | 2.03% | −8,784−2.5% | Reduced |
| Lowe Brockenbrough & Co Inc | 338,527 | $58.0M | 4.50% | −15,505−4.4% | Reduced |
| RMB Capital Management, LLC | 336,135 | $57.5M | 1.97% | −7,338−2.1% | Reduced |
| WealthPLAN Partners, LLC | 335,802 | $57.5M | 6.68% | +63,659+23.4% | Added |
| S&CO Inc | 335,636 | $57.5M | 4.72% | −10,936−3.2% | Reduced |
| HBK Sorce Advisory LLC | 335,156 | $57.4M | 2.53% | +901+0.3% | Added |
| LS Investment Advisors, LLC | 335,067 | $57.4M | 10.78% | −8,644−2.5% | Reduced |
| Global Retirement Partners, LLC | 329,899 | $57.3M | 2.89% | +6,684+2.1% | Added |
| GW Henssler & Associates Ltd | 334,370 | $57.2M | 3.91% | −3,611−1.1% | Reduced |
| LMCG Investments, LLC | 331,900 | $56.8M | 3.84% | −7,834−2.3% | Reduced |
| Martingale Asset Management L P | 331,478 | $56.8M | 1.19% | −5,529−1.6% | Reduced |
| Nwam LLC | 331,455 | $56.7M | 5.76% | +10,781+3.4% | Added |
| Taurus Asset Management, LLC | 330,927 | $56.7M | 6.87% | −1,368−0.4% | Reduced |
| Main Street Research LLC | 330,777 | $56.6M | 5.83% | +60,400+22.3% | Added |
| Allen Investment Management LLC | 327,700 | $56.1M | 0.82% | +292+0.1% | Added |
| Beese Fulmer Investment Management, Inc. | 327,529 | $56.1M | 6.32% | −10,873−3.2% | Reduced |
| Jones Financial Companies LLLP | 324,990 | $55.6M | 0.09% | −656−0.2% | Reduced |
| NBT Bank N A | 324,922 | $55.6M | 5.34% | +117,379+56.6% | Added |
| Northwest & Ethical Investments L.P. | 324,917 | $55.6M | 1.87% | +4,034+1.3% | Added |
| Avenir Corp | 324,322 | $55.5M | 5.20% | +1,683+0.5% | Added |
| TCW Group Inc | 324,148 | $55.5M | 0.70% | +4,932+1.5% | Added |
| Opes Wealth Management LLC | 323,629 | $55.4M | 15.35% | +7,774+2.5% | Added |
| Polaris Wealth Advisory Group, LLC | 322,877 | $55.3M | 4.21% | +140,750+77.3% | Added |
| TCG Advisory Services, LLC | 322,696 | $55.2M | 8.58% | +53,120+19.7% | Added |
| Aspiriant, LLC | 321,577 | $55.1M | 2.82% | +45,919+16.7% | Added |
| General American Investors Co Inc | 321,000 | $55.0M | 4.93% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 320,752 | $54.9M | 2.41% | −340.0% | Reduced |
| Stratos Wealth Advisors, LLC | 319,633 | $54.7M | 3.61% | +48,573+17.9% | Added |
| National Mutual Insurance Federation of Agricultural Cooperatives | 319,400 | $54.7M | 0.67% | −15,000−4.5% | Reduced |
| Rothschild Investment Corp | 318,764 | $54.6M | 4.60% | +5,647+1.8% | Added |
| First Foundation Advisors | 318,155 | $54.5M | 2.54% | −24,773−7.2% | Reduced |
| Jaffetilchin Investment Partners, LLC | 317,246 | $54.3M | 5.99% | +396+0.1% | Added |
| Belpointe Asset Management LLC | 317,071 | $54.3M | 5.62% | +46,123+17.0% | Added |
| Comgest Global Investors S.A.S. | 316,508 | $54.2M | 0.93% | +44,661+16.4% | Added |
| Cito Capital Group, LLC | 316,334 | $54.2M | 26.21% | +450+0.1% | Added |
| Sonora Investment Management Group, LLC | 315,286 | $54.0M | 4.62% | −1050.0% | Reduced |
| Shikiar Asset Management Inc | 314,588 | $53.9M | 18.73% | −3,623−1.1% | Reduced |
| Montag A & Associates Inc | 314,456 | $53.8M | 3.40% | −3,994−1.3% | Reduced |
| Palisade Capital Management LLC | 314,366 | $53.8M | 1.50% | −8,309−2.6% | Reduced |
| Power Corp of Canada | 312,732 | $53.5M | 3.38% | 00.0% | Unchanged |
| Cypress Funds LLC | 311,332 | $53.3M | 7.16% | 00.0% | Unchanged |
| SlateStone Wealth, LLC | 310,930 | $53.2M | 7.74% | +119,575+62.5% | Added |
| Tower Bridge Advisors | 310,825 | $53.2M | 4.93% | −681−0.2% | Reduced |
| BLB&B Advisors, LLC | 310,643 | $53.2M | 3.80% | +3,392+1.1% | Added |
| CFM Wealth Partners LLC | 310,568 | $53.2M | 13.93% | +8,285+2.7% | Added |