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 7 sales; 6,149 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 2022
Institutional positions in Apple Inc. as of Sep 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
- 4,346
- +65 vs. Q2 2022
- Shares held
- 9.37B
- −9.67M (−0.1%) vs. Q2 2022
- Total value
- $1.29T
- +$12.1B (+0.9%) vs. Q2 2022
- New holders
- 131
- 1,696 more added
- Sold out
- 66
- 2,207 more reduced
58 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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 | 6,149 | $2.80T |
| Q1 2026 | 6,134 | $2.40T |
| Q4 2025 | 6,130 | $2.61T |
| Q3 2025 | 5,616 | $2.35T |
| Q2 2025 | 5,599 | $1.93T |
| Q1 2025 | 5,607 | $2.08T |
| Q4 2024 | 5,671 | $2.36T |
| Q3 2024 | 5,105 | $2.17T |
| Q2 2024 | 5,132 | $1.98T |
| Q1 2024 | 5,023 | $1.61T |
| Q4 2023 | 4,976 | $1.81T |
| Q3 2023 | 4,618 | $1.60T |
| Q2 2023 | 4,594 | $1.82T |
| Q1 2023 | 4,524 | $1.55T |
| Q4 2022 | 4,555 | $1.21T |
| Q3 2022 | 4,346 | $1.29T |
| Q2 2022 | 4,339 | $1.28T |
| Q1 2022 | 4,390 | $1.66T |
| Q4 2021 | 4,402 | $1.69T |
| Q3 2021 | 3,859 | $1.34T |
| Q2 2021 | 3,879 | $1.31T |
| Q1 2021 | 3,855 | $1.17T |
Institutions, Q3 2022
Shares, value and share of portfolio for each institution holding Apple Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Schiavi & Co LLC | 4,559 | $0 | 0.00% | +4,559 | New |
| Berkshire Capital Holdings Inc | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capco Asset Management, LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 1,126 | $1.00K | 0.00% | +1,073+2,024.5% | Added |
| American Planning Services, Inc. | 9 | $1.26K | 1.57% | −10,126−99.9% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 22 | $3.00K | 0.00% | 00.0% | Unchanged |
| Win Advisors, Inc | 45 | $6.00K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 61 | $8.00K | 0.01% | −3−4.7% | Reduced |
| J.Safra Asset Management Corp | 1,297 | $9.00K | 0.15% | +135+11.6% | Added |
| Longfellow Investment Management Co LLC | 97 | $13.0K | 0.00% | 00.0% | Unchanged |
| Advocacy Wealth Management Services, LLC | 92 | $13.0K | 0.00% | 00.0% | Unchanged |
| Consultiva Wealth Management, Corp. | 93 | $13.0K | 0.36% | 00.0% | Unchanged |
| Drystone LLC | 98 | $14.0K | 0.02% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 112 | $15.0K | 0.01% | 00.0% | Unchanged |
| Optiver Holding B.V. | 107 | $15.0K | 0.00% | +107 | New |
| St. James Investment Advisors, LLC | 119 | $16.0K | 0.03% | −30−20.1% | Reduced |
| Absolute Capital Management, LLC | 146 | $20.6K | 0.03% | +146 | New |
| HBC Financial Services, PLLC | 255 | $21.0K | 0.02% | −193−43.1% | Reduced |
| Robinson Value Management, Ltd. | 200 | $28.0K | 0.03% | +200 | New |
| Hanseatic Management Services Inc | 249 | $34.0K | 0.09% | +107+75.4% | Added |
| Wells Financial Advisors INC | 250 | $35.0K | 0.03% | 00.0% | Unchanged |
| Disciplina Capital Management LLC | 278 | $38.4K | 0.01% | +1+0.4% | Added |
| Spence Asset Management | 356 | $49.0K | 0.02% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 401 | $55.0K | 0.00% | −5,489−93.2% | Reduced |
| Morgan Dempsey Capital Management LLC | 400 | $55.0K | 0.02% | +400 | New |
| Milestone Resources Group Ltd | 416 | $57.0K | 0.00% | 00.0% | Unchanged |
| CFS Investment Advisory Services, LLC | 6,024,330 | $65.0K | 0.01% | +5,983,608+14,693.8% | Added |
| Navigation Wealth Management, Inc. | 478 | $66.0K | 7.11% | 00.0% | Unchanged |
| Newfound Research LLC | 484 | $67.0K | 0.16% | +484 | New |
| Estate Counselors, LLC | 501 | $69.0K | 0.01% | 00.0% | Unchanged |
| Cordant, Inc. | 505 | $70.0K | 0.05% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 513 | $71.0K | 0.03% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 539 | $74.0K | 0.07% | −507−48.5% | Reduced |
| Mint Tower Capital Management B.V. | 535 | $74.0K | 0.01% | +535 | New |
| Horizons Wealth Management | 607 | $84.0K | 0.08% | 00.0% | Unchanged |
| Geo Capital Gestora de Recursos Ltd | 611 | $84.0K | 0.07% | +54+9.7% | Added |
| Axim Planning & Wealth | 613 | $85.0K | 0.08% | +200+48.4% | Added |
| Bamco Inc | 740 | $102.0K | 0.00% | +740 | New |
| Grayhawk Investment Strategies Inc. | 588 | $111.0K | 0.08% | 00.0% | Unchanged |
| Counterpoint Mutual Funds LLC | 833 | $115.0K | 0.28% | +833 | New |
| Clear Perspectives Financial Planning, LLC | 837 | $116.0K | 0.06% | −318−27.5% | Reduced |
| Family CFO Inc | 890 | $123.0K | 0.13% | −8,042−90.0% | Reduced |
| EMC Capital Management | 827 | $123.0K | 0.11% | 00.0% | Unchanged |
| Barrow Hanley Mewhinney & Strauss LLC | 980 | $136.0K | 0.00% | 00.0% | Unchanged |
| Ironwood Wealth Management, LLC. | 1,062 | $145.0K | 0.06% | 00.0% | Unchanged |
| Insight Financial Services | 1,081 | $149.0K | 0.27% | +560+107.5% | Added |
| Bay Harbor Wealth Management, LLC | 1,224 | $169.0K | 0.08% | +37+3.1% | Added |
| Stuart Chaussee & Associates, Inc. | 1,322 | $183.0K | 0.42% | −75−5.4% | Reduced |
| Tudor Investment Corp Et Al | 1,444 | $200.0K | 0.00% | −69,435−98.0% | Reduced |
| CenterStar Asset Management, LLC | – | $202.0K | 0.35% | – | – |
| Traphagen Investment Advisors LLC | 5,405 | $203.9K | 0.04% | −188−3.4% | Reduced |
| Perritt Capital Management Inc | 1,476 | $204.0K | 0.13% | −325−18.0% | Reduced |
| Alphasimplex Group, LLC | 1,473 | $204.0K | 2.06% | −260−15.0% | Reduced |
| Shearwater Capital LLC | 1,484 | $205.0K | 0.24% | 00.0% | Unchanged |
| Platt Investment Counsel, LLC | 1,487 | $206.0K | 0.30% | 00.0% | Unchanged |
| Octahedron Capital Management L.P. | 1,500 | $207.0K | 0.17% | 00.0% | Unchanged |
| McCarthy Grittinger Financial Group, LLC | 1,501 | $207.5K | 0.09% | 00.0% | Unchanged |
| Harvest Group Wealth Management, LLC | 1,420 | $209.0K | 0.14% | −6−0.4% | Reduced |
| Hoese & Co LLP | 1,520 | $210.0K | 0.25% | +123+8.8% | Added |
| Convergence Financial, LLC | 1,522 | $210.3K | 0.23% | +1,522 | New |
| Fulcrum Equity Management | 1,524 | $211.0K | 0.18% | +1+0.1% | Added |
| Rye Brook Capital LLC | 1,544 | $213.0K | 0.16% | −1,025−39.9% | Reduced |
| Financial Life Advisors | 1,554 | $215.0K | 0.11% | −81−5.0% | Reduced |
| Resolute Partners Group | 1,554 | $215.0K | 0.03% | 00.0% | Unchanged |
| Starfox Financial Services, LLC | 1,564 | $216.0K | 0.21% | +66+4.4% | Added |
| Pacific Wealth Management | 1,580 | $218.0K | 0.19% | −47−2.9% | Reduced |
| Svenska Handelsbanken AB (publ) | 1,600 | $221.0K | 4.14% | 00.0% | Unchanged |
| Citadel Investment Advisory, Inc. | 1,600 | $221.0K | 0.17% | 00.0% | Unchanged |
| Applied Research Investments, LLC | 1,611 | $223.0K | 4.50% | −4,846−75.1% | Reduced |
| Cornerstone Management, Inc. | 1,634 | $225.9K | 0.06% | 00.0% | Unchanged |
| Weitzel Financial Services, Inc. | 1,644 | $227.3K | 0.16% | 00.0% | Unchanged |
| Caas Capital Management LP | 1,649 | $228.0K | 0.03% | −1,000−37.8% | Reduced |
| Legacy Capital Wealth Partners, LLC | 1,648 | $228.0K | 0.12% | +2+0.1% | Added |
| Sightline Wealth Advisors, LLC | 1,630 | $232.0K | 0.27% | 00.0% | Unchanged |
| Garrison Bradford & Associates Inc | 1,688 | $233.0K | 0.28% | +1,688 | New |
| Socha Financial Group, LLC | 1,698 | $234.6K | 0.20% | +2+0.1% | Added |
| Deane Retirement Strategies, Inc. | 1,704 | $235.0K | 0.14% | 00.0% | Unchanged |
| Tanglewood Wealth Management, Inc. | 1,697 | $235.0K | 0.04% | 00.0% | Unchanged |
| 3EDGE Asset Management, LP | 1,700 | $235.0K | 0.02% | +1,700 | New |
| Pinnbrook Capital Management LP | 1,717 | $237.0K | 0.14% | +1,717 | New |
| Gabelli & Co Investment Advisers, Inc. | 1,740 | $240.0K | 0.03% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 1,740 | $240.0K | 0.09% | 00.0% | Unchanged |
| Dean, Jacobson Financial Services, LLC | 1,764 | $244.0K | 19.38% | 00.0% | Unchanged |
| Randolph Co Inc | 1,775 | $245.0K | 0.04% | 00.0% | Unchanged |
| Straight Path Wealth Management | 1,770 | $245.0K | 0.22% | +270+18.0% | Added |
| Sage Financial Group Inc | 1,796 | $248.0K | 0.03% | −244−12.0% | Reduced |
| Portfolio Solutions, LLC | 1,793 | $248.0K | 0.03% | +24+1.4% | Added |
| Winton Group Ltd | 1,805 | $249.0K | 0.02% | −3,481−65.9% | Reduced |
| Verity Asset Management, Inc. | 1,812 | $250.4K | 0.26% | +1,812 | New |
| Partners Capital Investment Group, LLP | 1,833 | $253.0K | 0.01% | 00.0% | Unchanged |
| AF Advisors, Inc. | 1,831 | $253.0K | 0.16% | 00.0% | Unchanged |
| O'Keefe Stevens Advisory, Inc. | 1,832 | $253.0K | 0.17% | +64+3.6% | Added |
| Ironwood Investment Management LLC | 1,836 | $254.0K | 0.18% | 00.0% | Unchanged |
| BCR Wealth Strategies, LLC | 1,842 | $255.0K | 0.26% | +1,522+475.6% | Added |
| Avalon Advisory Group | 1,852 | $256.0K | 0.16% | +4+0.2% | Added |
| Delta Accumulation, LLC | 1,864 | $258.0K | 8.03% | +2+0.1% | Added |
| Hunting Hill Global Capital, LLC | 1,871 | $259.0K | 0.15% | +1,871 | New |
| My Personal CFO, LLC | 1,912 | $264.0K | 0.41% | −23,543−92.5% | Reduced |
| Teza Capital Management LLC | 1,941 | $268.0K | 0.06% | −20,838−91.5% | Reduced |
| Fullen Financial Group | 1,756 | $269.0K | 0.17% | +1,756 | New |