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 |
|---|---|---|---|---|---|
| Moody National Bank Trust Division | 310,035 | $53.1M | 3.43% | +30,449+10.9% | Added |
| Lee Danner & Bass Inc | 308,562 | $52.8M | 4.78% | −6,093−1.9% | Reduced |
| Wendell David Associates Inc | 308,028 | $52.7M | 6.20% | −6,341−2.0% | Reduced |
| Cincinnati Specialty Underwriters Insurance CO | 308,000 | $52.7M | 20.11% | 00.0% | Unchanged |
| IFP Advisors, Inc | 306,738 | $52.5M | 2.36% | −18,980−5.8% | Reduced |
| Roundview Capital LLC | 306,427 | $52.5M | 5.28% | −3,846−1.2% | Reduced |
| Bedrijfstakpensioenfonds Voor de Media Pno | 323,900 | $52.4M | 8.42% | 00.0% | Unchanged |
| MPS Loria Financial Planners, LLC | 305,662 | $52.3M | 20.49% | −1,011−0.3% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 304,962 | $52.2M | 2.00% | −13,343−4.2% | Reduced |
| Beaumont Financial Advisors, LLC | 304,532 | $52.1M | 5.21% | −1,887−0.6% | Reduced |
| Southeast Asset Advisors Inc. | 304,441 | $52.1M | 7.33% | −213−0.1% | Reduced |
| RB Capital Management, LLC | 304,007 | $52.0M | 16.85% | +2,222+0.7% | Added |
| Ballentine Partners, LLC | 303,869 | $52.0M | 1.22% | +21,544+7.6% | Added |
| Amussen Hunsaker Associates LLC | 304,011 | $51.9M | 11.88% | −3,419−1.1% | Reduced |
| Wealth Advisors, Inc. | 300,800 | $51.5M | 23.06% | +3,284+1.1% | Added |
| NorthRock Partners, LLC | 300,782 | $51.5M | 5.38% | +14,982+5.2% | Added |
| Simplex Trading, LLC | 299,259 | $51.2M | 1.88% | +299,259 | New |
| Granite Investment Partners, LLC | 299,027 | $51.2M | 2.14% | −1,125−0.4% | Reduced |
| Dillon & Associates Inc | 298,552 | $51.1M | 9.82% | −6,244−2.0% | Reduced |
| Mastrapasqua Asset Management Inc | 297,910 | $51.0M | 5.98% | −7,512−2.5% | Reduced |
| ZWJ Investment Counsel Inc | 297,824 | $51.0M | 2.83% | +1,856+0.6% | Added |
| Pictet & Cie (Europe) SA | 297,796 | $51.0M | 1.78% | +11,830+4.1% | Added |
| Moody Lynn & Lieberson, LLC | 297,216 | $50.9M | 4.36% | −14,915−4.8% | Reduced |
| Optiver Holding B.V. | 296,823 | $50.8M | 1.45% | +207,687+233.0% | Added |
| We Are One Seven, LLC | 296,617 | $50.8M | 3.96% | +1,904+0.6% | Added |
| Thomasville National Bank | 296,498 | $50.8M | 4.99% | −2,798−0.9% | Reduced |
| DuPont Capital Management Corp | 296,442 | $50.8M | 4.43% | −363,338−55.1% | Reduced |
| Bragg Financial Advisors, Inc | 294,865 | $50.5M | 2.67% | +7,398+2.6% | Added |
| Suncoast Equity Management | 294,824 | $50.5M | 7.63% | +4,143+1.4% | Added |
| Forum Financial Management, LP | 294,821 | $50.5M | 1.12% | −6,571−2.2% | Reduced |
| Signature Estate & Investment Advisors LLC | 294,716 | $50.5M | 1.71% | +3,210+1.1% | Added |
| Bath Savings Trust Co | 294,504 | $50.4M | 6.20% | −5,429−1.8% | Reduced |
| Meeder Asset Management Inc | 293,974 | $50.3M | 3.97% | −155,684−34.6% | Reduced |
| Stonebridge Capital Advisors LLC | 293,954 | $50.3M | 5.54% | −24,321−7.6% | Reduced |
| Dorchester Wealth Management Co | 293,756 | $50.3M | 10.17% | +33,070+12.7% | Added |
| Brickley Wealth Management | 293,730 | $50.3M | 13.42% | +199+0.1% | Added |
| GuideStone Capital Management, LLC | 293,577 | $50.3M | 100.00% | 00.0% | Unchanged |
| Osborne Partners Capital Management, LLC | 291,674 | $49.9M | 3.70% | −2,397−0.8% | Reduced |
| Fulton Bank, N.A. | 290,073 | $49.7M | 2.47% | −3,668−1.2% | Reduced |
| Lindbrook Capital, LLC | 289,272 | $49.5M | 5.54% | −2,652−0.9% | Reduced |
| Ledyard National Bank | 289,238 | $49.5M | 5.64% | −5,506−1.9% | Reduced |
| Himension Fund | 289,159 | $49.5M | 5.08% | +120,477+71.4% | Added |
| Marble Harbor Investment Counsel, LLC | 289,141 | $49.5M | 6.50% | −2,737−0.9% | Reduced |
| Heritage Wealth Advisors | 287,952 | $49.3M | 2.69% | +888+0.3% | Added |
| Pine Valley Investments Ltd Liability Co | 287,687 | $49.3M | 4.73% | +27,107+10.4% | Added |
| Papp L Roy & Associates | 286,093 | $49.0M | 6.64% | −4,223−1.5% | Reduced |
| Group One Trading, L.P. | 285,651 | $48.9M | 1.94% | +285,651 | New |
| Veriti Management LLC | 285,425 | $48.9M | 5.59% | −20,228−6.6% | Reduced |
| Stokes Family Office, LLC | 285,053 | $48.8M | 5.73% | −4,728−1.6% | Reduced |
| Smithfield Trust Co | 284,822 | $48.8M | 3.00% | +97,634+52.2% | Added |
| Violich Capital Management, Inc. | 283,897 | $48.6M | 8.29% | −6,350−2.2% | Reduced |
| KMG Fiduciary Partners, LLC | 283,821 | $48.6M | 6.42% | +2,053+0.7% | Added |
| Private Capital Advisors, Inc. | 283,955 | $48.5M | 7.48% | −7,423−2.5% | Reduced |
| Hartline Investment Corp | 282,681 | $48.4M | 8.69% | +1,426+0.5% | Added |
| Middleton & Co Inc | 282,423 | $48.4M | 6.68% | −3,633−1.3% | Reduced |
| Jacobs & Co | 282,423 | $48.4M | 6.03% | −8,103−2.8% | Reduced |
| Knights of Columbus Asset Advisors LLC | 281,759 | $48.2M | 4.41% | −7,888−2.7% | Reduced |
| Wolverine Asset Management LLC | 280,911 | $48.1M | 0.89% | +280,911 | New |
| City of London Investment Management Co Ltd | 280,494 | $48.0M | 4.21% | +7,685+2.8% | Added |
| Ashton Thomas Private Wealth, LLC | 280,477 | $48.0M | 3.50% | +16,256+6.2% | Added |
| Marco Investment Management LLC | 280,323 | $48.0M | 5.52% | −3,606−1.3% | Reduced |
| Fragasso Group Inc. | 279,782 | $47.9M | 5.03% | +1,956+0.7% | Added |
| Berkshire Asset Management LLC | 279,310 | $47.8M | 2.98% | +153+0.1% | Added |
| Aureus Asset Management, LLC | 279,234 | $47.8M | 3.84% | −26,709−8.7% | Reduced |
| Oakmont Corp | 278,216 | $47.6M | 13.62% | −170,210−38.0% | Reduced |
| Thompson Siegel & Walmsley LLC | 276,889 | $47.4M | 0.79% | +14,335+5.5% | Added |
| Charter Trust Co | 276,791 | $47.4M | 3.77% | −5,240−1.9% | Reduced |
| Essex Financial Services, Inc. | 276,664 | $47.4M | 5.48% | −7,061−2.5% | Reduced |
| Narwhal Capital Management | 275,905 | $47.2M | 5.77% | −8,456−3.0% | Reduced |
| Penobscot Investment Management Company, Inc. | 275,790 | $47.2M | 6.42% | +100,694+57.5% | Added |
| WealthPlan Investment Management, LLC | 275,744 | $47.2M | 8.35% | +116,093+72.7% | Added |
| LaFleur & Godfrey LLC | 275,685 | $47.2M | 7.56% | −3,723−1.3% | Reduced |
| Sawgrass Asset Management LLC | 275,464 | $47.2M | 5.74% | −23,491−7.9% | Reduced |
| Biondo Investment Advisors, LLC | 275,125 | $47.1M | 8.87% | +2,622+1.0% | Added |
| Alerus Financial NA | 275,078 | $47.1M | 4.17% | +101,553+58.5% | Added |
| Greenwood Gearhart Inc | 272,631 | $46.7M | 5.52% | +5,147+1.9% | Added |
| Hemenway Trust Co LLC | 271,294 | $46.4M | 4.87% | −1,829−0.7% | Reduced |
| Forte Capital LLC | 270,893 | $46.4M | 7.14% | +4,876+1.8% | Added |
| Transform Wealth, LLC | 268,834 | $46.0M | 4.85% | −19,131−6.6% | Reduced |
| CAPROCK Group, Inc. | 268,755 | $46.0M | 3.48% | −6,201−2.3% | Reduced |
| Formuepleje A/S | 268,531 | $46.0M | 4.27% | +462+0.2% | Added |
| Ar Asset Management Inc | 268,333 | $45.9M | 12.88% | −300−0.1% | Reduced |
| Twin Capital Management Inc | 266,682 | $45.7M | 6.56% | −37,263−12.3% | Reduced |
| Bouchey Financial Group Ltd | 266,556 | $45.6M | 5.59% | +1,235+0.5% | Added |
| Insigneo Advisory Services, LLC | 266,489 | $45.6M | 9.29% | −86,538−24.5% | Reduced |
| Hardman Johnston Global Advisors LLC | 266,290 | $45.6M | 1.53% | −3,280−1.2% | Reduced |
| North Star Investment Management Corp. | 266,283 | $45.6M | 3.85% | −907−0.3% | Reduced |
| Baker Chad R | 265,789 | $45.5M | 11.49% | −200.0% | Reduced |
| Clare Market Investments LLC | 265,444 | $45.4M | 17.81% | −11,025−4.0% | Reduced |
| Fort Sheridan Advisors LLC | 264,088 | $45.2M | 10.25% | +14,701+5.9% | Added |
| Vancity Investment Management Ltd | 263,912 | $45.2M | 5.86% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 262,640 | $45.0M | 6.67% | +1,997+0.8% | Added |
| Harbour Investments, Inc. | 262,630 | $45.0M | 2.26% | +6,728+2.6% | Added |
| M&G Investment Management Ltd | 262,776 | $44.9M | 0.33% | −17,716−6.3% | Reduced |
| Stillwater Capital Advisors, LLC | 262,103 | $44.9M | 8.17% | −4,335−1.6% | Reduced |
| Blackhill Capital Inc | 261,400 | $44.8M | 4.31% | 00.0% | Unchanged |
| WMS Partners, LLC | 261,291 | $44.7M | 3.53% | −10,647−3.9% | Reduced |
| NJ State Employees Deferred Compensation Plan | 261,200 | $44.7M | 6.79% | −6,000−2.2% | Reduced |
| Arkadios Wealth Advisors | 260,143 | $44.5M | 4.23% | +36,221+16.2% | Added |
| First Nebraska Trust Co | 259,847 | $44.5M | 5.52% | +850.0% | Added |