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, Q2 2022
Institutional positions in Apple Inc. as of Jun 30, 2022. 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
- 4,340
- +11 vs. Q1 2022
- Shares held
- 9.39B
- −15.7M (−0.2%) vs. Q1 2022
- Total value
- $1.28T
- −$363.1B (−22.1%) vs. Q1 2022
- New holders
- 122
- 1,764 more added
- Sold out
- 111
- 2,183 more reduced
62 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Apple Inc.; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Forefront Wealth Management Inc. | 39,226 | $5.37M | 7.24% | −5,791−12.9% | Reduced |
| Pluribus Labs, LLC | 39,289 | $5.37M | 9.80% | +22,443+133.2% | Added |
| Gray Wealth Management Inc. | 39,364 | $5.38M | 3.26% | −76−0.2% | Reduced |
| Aspireon Wealth Advisors | 39,328 | $5.39M | 2.43% | +1,325+3.5% | Added |
| Bernardo Wealth Planning LLC | 39,441 | $5.39M | 3.08% | +840+2.2% | Added |
| Vista Wealth Management Group, LLC | 37,066 | $5.39M | 0.76% | −934−2.5% | Reduced |
| Retirement Planning Group | 39,449 | $5.39M | 0.67% | −50.0% | Reduced |
| Laird Norton Trust Company, LLC | 39,465 | $5.39M | 0.68% | −16,669−29.7% | Reduced |
| New Potomac Partners, LLC | 39,464 | $5.40M | 4.33% | −291−0.7% | Reduced |
| Youngs Advisory Group, Inc. | 39,505 | $5.40M | 3.32% | +824+2.1% | Added |
| Wolff Wiese Magana LLC | 39,643 | $5.42M | 3.96% | −5,761−12.7% | Reduced |
| SBK Financial, Inc. | 39,743 | $5.43M | 7.10% | 00.0% | Unchanged |
| IFG Advisors, LLC | 39,789 | $5.44M | 2.75% | −231−0.6% | Reduced |
| Grant/GrossMendelsohn, LLC | 37,357 | $5.45M | 3.04% | +1,115+3.1% | Added |
| Riverpark Capital Management LLC | 39,907 | $5.46M | 4.54% | −3,618−8.3% | Reduced |
| Needham Investment Management LLC | 40,000 | $5.47M | 1.02% | 00.0% | Unchanged |
| Lee Capital Holdings LLC | 40,000 | $5.47M | 4.44% | 00.0% | Unchanged |
| Herald Investment Management Ltd | 40,000 | $5.47M | 1.27% | −8,440−17.4% | Reduced |
| Bigelow Investment Advisors, LLC | 40,032 | $5.47M | 3.01% | +1,596+4.2% | Added |
| Gratus Capital LLC | 40,106 | $5.48M | 0.62% | −30,696−43.4% | Reduced |
| Marathon Capital Management | 40,160 | $5.49M | 1.77% | −129−0.3% | Reduced |
| Paloma Partners Management Co | 40,200 | $5.50M | 0.55% | +7,329+22.3% | Added |
| Brio Consultants, LLC | 37,790 | $5.50M | 1.25% | −1,471−3.7% | Reduced |
| E&G Advisors, LP | 40,250 | $5.50M | 1.86% | −4,755−10.6% | Reduced |
| Orser Capital Management, LLC | 40,256 | $5.50M | 7.53% | −1,125−2.7% | Reduced |
| Matrix Private Capital Group LLC | 40,306 | $5.51M | 3.14% | +347+0.9% | Added |
| Diversified, LLC | 40,524 | $5.54M | 2.30% | −320−0.8% | Reduced |
| Kozak & Associates, Inc. | 40,612 | $5.55M | 3.70% | +3,357+9.0% | Added |
| Pacific Sun Financial Corp | 40,625 | $5.55M | 3.66% | +475+1.2% | Added |
| Orca Investment Management, LLC | 40,630 | $5.55M | 5.14% | +44+0.1% | Added |
| CFS Investment Advisory Services, LLC | 40,722 | $5.57M | 0.85% | −7,416,331−99.5% | Reduced |
| Green Alpha Advisors, LLC | 40,747 | $5.57M | 1.28% | +29,823+273.0% | Added |
| Denver Wealth Management, Inc. | 40,744 | $5.57M | 5.82% | +40,744 | New |
| LGT Capital Partners Ltd. | 40,756 | $5.57M | 0.17% | 00.0% | Unchanged |
| West Wealth Group, LLC | 40,769 | $5.57M | 2.58% | +2,387+6.2% | Added |
| Crewe Advisors LLC | 40,824 | $5.58M | 1.23% | +7,305+21.8% | Added |
| Altrafin AG | 40,892 | $5.59M | 3.02% | −1,793−4.2% | Reduced |
| Northwest Wealth Management, LLC | 40,906 | $5.59M | 2.43% | +1,747+4.5% | Added |
| First Capital Advisors Group, LLC. | 41,083 | $5.62M | 3.85% | −2,886−6.6% | Reduced |
| Stableford Capital II LLC | 34,010 | $5.62M | 2.60% | −4,761−12.3% | Reduced |
| Bull Street Advisors, LLC | 41,149 | $5.63M | 3.01% | 00.0% | Unchanged |
| Dodge & Cox | 41,156 | $5.63M | 0.00% | 00.0% | Unchanged |
| Greenspring Advisors, LLC | 41,164 | $5.63M | 1.66% | +200+0.5% | Added |
| Safeguard Investment Advisory Group, LLC | 32,283 | $5.64M | 3.47% | 00.0% | Unchanged |
| Sky Investment Group LLC | 41,266 | $5.64M | 1.35% | +2,361+6.1% | Added |
| Artemis Wealth Advisors, LLC | 41,320 | $5.65M | 1.55% | −2,920−6.6% | Reduced |
| Connecticut Wealth Management, LLC | 41,333 | $5.65M | 0.49% | +2,127+5.4% | Added |
| Q Capital Solutions | 41,343 | $5.65M | 14.08% | −63,604−60.6% | Reduced |
| Center For Asset Management LLC | 41,338 | $5.65M | 5.24% | −2,491−5.7% | Reduced |
| RDA Financial Network | 41,393 | $5.66M | 2.86% | −3,305−7.4% | Reduced |
| SkyView Investment Advisors, LLC | 41,431 | $5.67M | 1.49% | −2,524−5.7% | Reduced |
| HYA Advisors, Inc | 41,552 | $5.68M | 2.23% | −1,447−3.4% | Reduced |
| Financial Insights, Inc. | 41,508 | $5.68M | 5.77% | −1,149−2.7% | Reduced |
| Alcosta Capital Management, Inc. | 41,575 | $5.68M | 5.41% | −53−0.1% | Reduced |
| Bluesphere Advisors, LLC | 41,595 | $5.69M | 5.52% | −2,214−5.1% | Reduced |
| Duality Advisers, LP | 41,707 | $5.70M | 0.56% | +28,592+218.0% | Added |
| Derbend Asset Management | 41,738 | $5.71M | 4.76% | −951−2.2% | Reduced |
| SPC Financial, Inc. | 41,754 | $5.71M | 0.70% | +2,032+5.1% | Added |
| Wayfinding Financial, LLC | 41,765 | $5.71M | 5.02% | −506−1.2% | Reduced |
| Lehman & Derafelo Financial Resources LLC | 41,769 | $5.71M | 1.77% | −103−0.2% | Reduced |
| Global Assets Advisory, LLC | 39,461 | $5.72M | 12.34% | +39,461 | New |
| Aua Capital Management, LLC | 41,991 | $5.74M | 3.33% | +64+0.2% | Added |
| GP Brinson Investments LLC | 42,000 | $5.74M | 4.49% | 00.0% | Unchanged |
| SC&H Financial Advisors, Inc. | 42,114 | $5.76M | 2.68% | +5,417+14.8% | Added |
| Hohimer Wealth Management, LLC | 42,161 | $5.76M | 1.70% | −13,972−24.9% | Reduced |
| Noesis Capital Mangement Corp | 42,156 | $5.76M | 1.71% | −3,192−7.0% | Reduced |
| Pacitti Group Inc. | 42,262 | $5.78M | 4.43% | −155−0.4% | Reduced |
| Leeward Financial Partners, LLC | 42,374 | $5.79M | 3.98% | +6,118+16.9% | Added |
| Stamos Capital Partners, L.P. | 42,590 | $5.82M | 1.76% | 00.0% | Unchanged |
| Linker Capital Management Inc. | 42,614 | $5.83M | 7.24% | 00.0% | Unchanged |
| Lynch Asset Management, Inc. | 42,990 | $5.88M | 4.81% | 00.0% | Unchanged |
| Arbor Trust Wealth Advisors, LLC | 43,021 | $5.88M | 4.10% | −6,484−13.1% | Reduced |
| Woodard & Co Asset Management Group Inc | 43,030 | $5.88M | 2.42% | −2,955−6.4% | Reduced |
| Investmark Advisory Group LLC | 43,129 | $5.90M | 5.83% | +2,271+5.6% | Added |
| Icapital Wealth LLC | 43,160 | $5.90M | 3.76% | −7,304−14.5% | Reduced |
| Prudent Investors Network | 43,406 | $5.93M | 3.08% | +6,842+18.7% | Added |
| Geller Advisors LLC | 43,446 | $5.94M | 1.24% | −8,623−16.6% | Reduced |
| tru Independence LLC | 43,463 | $5.94M | 1.91% | +12,858+42.0% | Added |
| Curtis Advisory Group, LLC | 43,538 | $5.95M | 2.36% | −357−0.8% | Reduced |
| Charles Schwab Trust Co | 43,570 | $5.96M | 1.23% | +804+1.9% | Added |
| Blackhawk Capital Partners LLC. | 43,579 | $5.96M | 4.65% | −676−1.5% | Reduced |
| CVA Family Office, LLC | 43,634 | $5.97M | 1.62% | +402+0.9% | Added |
| Kensington Investment Counsel, LLC | 43,661 | $5.97M | 5.09% | −163−0.4% | Reduced |
| Emerald Advisers, LLC | 43,813 | $5.99M | 0.31% | −3,184−6.8% | Reduced |
| Legato Capital Management LLC | 43,836 | $5.99M | 1.34% | 00.0% | Unchanged |
| JRM Investment Counsel, LLC | 43,870 | $6.00M | 2.61% | −200−0.5% | Reduced |
| Drexel Morgan & Co. | 43,879 | $6.00M | 1.65% | 00.0% | Unchanged |
| Intrepid Financial Planning Group LLC | 43,885 | $6.00M | 3.30% | +43,885 | New |
| Pettee Investors, Inc. | 43,910 | $6.00M | 2.99% | −190−0.4% | Reduced |
| Johnson Bixby & Associates, LLC | 43,963 | $6.01M | 1.47% | −98−0.2% | Reduced |
| Oder Investment Management, LLC | 44,043 | $6.02M | 7.40% | +44,043 | New |
| Jmac Enterprises LLC | 44,113 | $6.03M | 1.55% | +613+1.4% | Added |
| Piscataqua Savings Bank | 44,292 | $6.06M | 5.31% | −3,254−6.8% | Reduced |
| Agate Pass Investment Management, LLC | 44,316 | $6.06M | 4.27% | +690+1.6% | Added |
| Summit Asset Management, LLC | 44,426 | $6.07M | 1.88% | −1,607−3.5% | Reduced |
| PSI Advisors, LLC | 44,505 | $6.08M | 2.99% | +2,991+7.2% | Added |
| GSB Wealth Management, LLC | 44,542 | $6.09M | 2.08% | −53−0.1% | Reduced |
| Oarsman Capital, Inc. | 44,560 | $6.09M | 3.03% | −8,072−15.3% | Reduced |
| WD Rutherford LLC | 44,614 | $6.10M | 4.71% | −730−1.6% | Reduced |
| Laffer Tengler Investments | 44,629 | $6.10M | 2.14% | +630+1.4% | Added |