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, 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 | 6,152 | $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, 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 |
|---|---|---|---|---|---|
| EFG Asset Management (North America) Corp. | 64,623 | $8.84M | 1.86% | −11,907−15.6% | Reduced |
| Montgomery Investment Management Inc | 64,700 | $8.85M | 3.58% | −1,960−2.9% | Reduced |
| Finer Wealth Management, Inc. | 64,751 | $8.85M | 8.08% | −208−0.3% | Reduced |
| Towercrest Capital Management | 64,778 | $8.86M | 1.98% | +41+0.1% | Added |
| Atticus Wealth Management, LLC | 64,910 | $8.88M | 3.69% | +1,275+2.0% | Added |
| Martin & Co Inc | 64,987 | $8.88M | 2.54% | +2,019+3.2% | Added |
| Lloyd Park, LLC | 65,031 | $8.89M | 9.30% | +2,505+4.0% | Added |
| DeDora Capital, Inc. | 65,048 | $8.89M | 4.48% | −1,526−2.3% | Reduced |
| Fairfield Financial Advisors, LTD | 65,094 | $8.90M | 4.12% | −5,362−7.6% | Reduced |
| Chapman Investment Management, LLC | 65,112 | $8.90M | 6.15% | −5,547−7.9% | Reduced |
| Optas, LLC | 65,151 | $8.91M | 3.64% | +5,425+9.1% | Added |
| Aevitas Wealth Management, Inc. | 65,201 | $8.91M | 6.04% | −539−0.8% | Reduced |
| St. Johns Investment Management Company, LLC | 65,259 | $8.92M | 5.67% | −462−0.7% | Reduced |
| Bell & Brown Wealth Advisors, LLC | 65,265 | $8.92M | 4.77% | −2,473−3.7% | Reduced |
| Cladis Investment Advisory, LLC | 65,278 | $8.92M | 8.91% | −583−0.9% | Reduced |
| Bellevue Asset Management, LLC | 64,860 | $8.93M | 6.52% | −2,465−3.7% | Reduced |
| Roman Butler Fullerton & Co | 59,523 | $8.94M | 4.96% | −6,649−10.0% | Reduced |
| NWK Group, Inc. | 65,381 | $8.94M | 6.03% | −111−0.2% | Reduced |
| Investment Management of Virginia LLC | 65,392 | $8.94M | 1.84% | −11,074−14.5% | Reduced |
| Highland Private Wealth Management | 65,448 | $8.95M | 1.38% | +4,321+7.1% | Added |
| TrimTabs Asset Management, LLC | 65,540 | $8.96M | 5.49% | −18,778−22.3% | Reduced |
| Hartford Financial Management Inc. | 65,701 | $8.98M | 2.49% | −1,215−1.8% | Reduced |
| Capital Insight Partners, LLC | 65,730 | $8.99M | 2.10% | −4,231−6.0% | Reduced |
| Shulman DeMeo Asset Management LLC | 65,805 | $9.00M | 2.97% | +493+0.8% | Added |
| Reynolds Investment Management, Inc. | 65,812 | $9.00M | 3.20% | −766−1.2% | Reduced |
| Riverbridge Partners LLC | 65,925 | $9.01M | 0.14% | 00.0% | Unchanged |
| JB Capital LLC | 65,954 | $9.02M | 0.97% | +5,928+9.9% | Added |
| Advisory Alpha, LLC | 66,005 | $9.02M | 0.68% | −1,143−1.7% | Reduced |
| Nicholas Investment Partners, LP | 66,003 | $9.02M | 0.85% | +17,997+37.5% | Added |
| Stolper Co | 66,128 | $9.04M | 4.24% | −118−0.2% | Reduced |
| Castle Rock Wealth Management, LLC | 61,903 | $9.06M | 4.62% | −284−0.5% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 66,289 | $9.06M | 9.99% | −1,993−2.9% | Reduced |
| Enterprise Bank & Trust Co | 66,344 | $9.07M | 4.11% | −4,101−5.8% | Reduced |
| Abbot Financial Management, Inc. | 66,357 | $9.07M | 5.48% | −52−0.1% | Reduced |
| Financial Management Network Inc | 65,317 | $9.07M | 4.83% | −1,395−2.1% | Reduced |
| Beech Hill Advisors, Inc. | 66,425 | $9.08M | 4.85% | −8,662−11.5% | Reduced |
| Keebeck Wealth Management, LLC | 66,488 | $9.09M | 1.74% | +4,145+6.6% | Added |
| Benson Investment Management Company, Inc. | 66,896 | $9.09M | 5.67% | −12,284−15.5% | Reduced |
| MA Private Wealth | 62,524 | $9.10M | 2.22% | −3,625−5.5% | Reduced |
| MV Capital Management, Inc. | 66,576 | $9.10M | 1.55% | −82−0.1% | Reduced |
| Iyo Bank, Ltd. | 66,690 | $9.12M | 3.03% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 66,690 | $9.12M | 5.27% | +5,771+9.5% | Added |
| Merrion Investment Management Co, LLC | 66,717 | $9.12M | 8.83% | −1,200−1.8% | Reduced |
| Alaethes Wealth LLC | 66,803 | $9.13M | 6.77% | −1,599−2.3% | Reduced |
| Peoples Financial Services Corp. | 66,809 | $9.13M | 4.33% | −183−0.3% | Reduced |
| Wimmer Associates 1, LLC | 66,842 | $9.14M | 5.96% | +150.0% | Added |
| Port Capital LLC | 66,854 | $9.14M | 0.72% | −119−0.2% | Reduced |
| Cliftonlarsonallen Wealth Advisors, LLC | 66,919 | $9.15M | 0.38% | −5,209−7.2% | Reduced |
| Symphony Financial, Ltd. Co. | 65,405 | $9.16M | 2.71% | −19,597−23.1% | Reduced |
| Vanguard Capital Wealth Advisors | 67,149 | $9.18M | 10.37% | −14,893−18.2% | Reduced |
| WC Walker & Associates, Inc. | 61,172 | $9.19M | 5.40% | +1,258+2.1% | Added |
| Keudell/Morrison Wealth Management | 67,319 | $9.20M | 3.34% | −572−0.8% | Reduced |
| Allegheny Financial Group LTD | 67,338 | $9.21M | 4.29% | +10,314+18.1% | Added |
| Morton Capital Management LLC | 67,341 | $9.21M | 4.01% | +3,287+5.1% | Added |
| WNY Asset Management, LLC | 67,392 | $9.21M | 3.12% | +35+0.1% | Added |
| Consilium Wealth Advisory, LLC | 67,376 | $9.21M | 9.92% | +656+1.0% | Added |
| Fairhaven Wealth Management, LLC | 67,407 | $9.22M | 4.32% | +2,377+3.7% | Added |
| Bay Rivers Group | 67,430 | $9.22M | 8.21% | −270−0.4% | Reduced |
| Platte River Wealth Advisors, LLC | 67,441 | $9.22M | 3.99% | −1,017−1.5% | Reduced |
| Wealth Dimensions Group, Ltd. | 67,447 | $9.22M | 4.38% | +408+0.6% | Added |
| Fortitude Advisory Group L.L.C. | 67,589 | $9.24M | 8.63% | −262−0.4% | Reduced |
| Greenfield Savings Bank | 67,740 | $9.26M | 6.21% | +67,740 | New |
| M. Kulyk & Associates, LLC | 67,749 | $9.26M | 2.88% | −214−0.3% | Reduced |
| Barings LLC | 67,764 | $9.26M | 0.33% | +4,058+6.4% | Added |
| Gibraltar Capital Management, Inc. | 67,862 | $9.28M | 4.51% | −480−0.7% | Reduced |
| Borer Denton & Associates, Inc. | 67,952 | $9.29M | 4.48% | +380+0.6% | Added |
| Glen Eagle Advisors, LLC | 67,964 | $9.29M | 2.52% | +958+1.4% | Added |
| Capital International Ltd | 68,001 | $9.30M | 0.70% | +1,205+1.8% | Added |
| Independence Bank of Kentucky | 68,088 | $9.31M | 4.17% | +359+0.5% | Added |
| Wisconsin Capital Management LLC | 68,106 | $9.31M | 6.25% | −19,199−22.0% | Reduced |
| Lokken Investment Group LLC | 68,102 | $9.31M | 7.55% | +33,863+98.9% | Added |
| Strategic Wealth Partners, Ltd. | 68,140 | $9.32M | 2.01% | +829+1.2% | Added |
| Spring Capital Management, LLC | 68,148 | $9.32M | 8.26% | +1,399+2.1% | Added |
| Pflug Koory, LLC | 68,194 | $9.32M | 5.38% | +403+0.6% | Added |
| Centerpoint Advisors, LLC | 68,307 | $9.34M | 4.76% | +20,423+42.7% | Added |
| Baxter Bros Inc | 68,447 | $9.36M | 1.68% | +979+1.5% | Added |
| Kaizen Financial Strategies | 68,576 | $9.38M | 9.28% | −2,028−2.9% | Reduced |
| WSFS Capital Management, LLC | 68,588 | $9.38M | 3.08% | +397+0.6% | Added |
| Global Financial Private Client, LLC | 67,508 | $9.38M | 5.29% | +18,495+37.7% | Added |
| Bridge Creek Capital Management LLC | 68,644 | $9.38M | 3.82% | −4,045−5.6% | Reduced |
| Bray Capital Advisors | 68,690 | $9.39M | 2.80% | +100.0% | Added |
| Cerro Pacific Wealth Advisors LLC | 68,707 | $9.39M | 5.87% | −1,815−2.6% | Reduced |
| Charter Oak Capital Management, LLC | 68,732 | $9.40M | 1.28% | +963+1.4% | Added |
| Orion Capital Management LLC | 68,747 | $9.40M | 7.32% | +720+1.1% | Added |
| Arden Trust Co | 68,931 | $9.43M | 2.16% | −2,760−3.8% | Reduced |
| Iron Financial, LLC | 69,058 | $9.44M | 4.94% | −3,791−5.2% | Reduced |
| Capital Market Strategies LLC | 69,102 | $9.45M | 9.92% | −149−0.2% | Reduced |
| All Terrain Financial Advisors, LLC | 69,150 | $9.45M | 4.86% | +1,314+1.9% | Added |
| Morse Asset Management, Inc | 69,186 | $9.46M | 3.04% | −2,245−3.1% | Reduced |
| Somerset Trust Co | 69,241 | $9.47M | 4.15% | −492−0.7% | Reduced |
| Independent Solutions Wealth Management, LLC | 69,245 | $9.47M | 2.95% | −5,239−7.0% | Reduced |
| McGinn Investment Management, Inc. | 69,305 | $9.47M | 7.52% | +110+0.2% | Added |
| TriaGen Wealth Management LLC | 69,354 | $9.48M | 6.74% | −105−0.2% | Reduced |
| Harbor Advisory Corp | 69,440 | $9.49M | 4.16% | +3,411+5.2% | Added |
| Orleans Capital Management Corp | 69,533 | $9.51M | 7.10% | −994−1.4% | Reduced |
| Torray LLC | 69,584 | $9.51M | 1.82% | −1,148−1.6% | Reduced |
| Investment Partners, Ltd. | 69,624 | $9.52M | 4.65% | +3,719+5.6% | Added |
| WFA of San Diego, LLC | 69,675 | $9.53M | 8.16% | −1,589−2.2% | Reduced |
| RPg Family Wealth Advisory, LLC | 69,672 | $9.53M | 5.68% | −199−0.3% | Reduced |
| CoreFirst Bank & Trust | 69,710 | $9.53M | 7.53% | −2,684−3.7% | Reduced |