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, 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
- 4,347
- +65 vs. Q2 2022
- Shares held
- 9.37B
- −9.68M (−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 | 6,152 | $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, 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 |
|---|---|---|---|---|---|
| Ledge Wealth Management, Inc. | 25,319 | $3.50M | 2.14% | −6,213−19.7% | Reduced |
| Garrett Investment Advisors LLC | 25,342 | $3.50M | 0.88% | +2,767+12.3% | Added |
| Mountain Pacific Investment Advisers Inc | 25,352 | $3.50M | 0.27% | −20.0% | Reduced |
| Sweet Financial Partners, LLC | 25,363 | $3.50M | 1.12% | +369+1.5% | Added |
| Rosenbaum Jay D. | 25,499 | $3.52M | 8.12% | −4,485−15.0% | Reduced |
| Perpetual Investment Management Ltd | 25,500 | $3.52M | 0.52% | −1,022−3.9% | Reduced |
| Coyle Financial Counsel LLC | 25,509 | $3.52M | 2.34% | −616−2.4% | Reduced |
| Heritage Financial Services, LLC | 25,529 | $3.53M | 2.14% | +429+1.7% | Added |
| Archvest Wealth Advisors, Inc. | 25,544 | $3.53M | 3.62% | −24−0.1% | Reduced |
| Palumbo Wealth Management LLC | 25,588 | $3.54M | 2.99% | +50.0% | Added |
| Rockbridge Investment Management, LCC | 25,595 | $3.54M | 0.83% | −329−1.3% | Reduced |
| Eagle Bay Advisors LLC | 25,562 | $3.54M | 2.20% | −46−0.2% | Reduced |
| Altman Advisors, Inc. | 25,657 | $3.55M | 2.24% | −205−0.8% | Reduced |
| Cooper/Haims Advisors, LLC | 25,656 | $3.55M | 2.94% | −2,053−7.4% | Reduced |
| Magnolia Capital Management Ltd | 25,666 | $3.55M | 3.65% | −520−2.0% | Reduced |
| Astoria Portfolio Advisors LLC. | 25,673 | $3.55M | 2.41% | +383+1.5% | Added |
| WESCAP Management Group, Inc. | 25,701 | $3.55M | 1.36% | −26−0.1% | Reduced |
| Nvest Financial, LLC | 25,726 | $3.56M | 5.03% | −178−0.7% | Reduced |
| Retirement Solution Inc. | 25,740 | $3.56M | 1.91% | −285−1.1% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 25,008 | $3.56M | 2.35% | +1,237+5.2% | Added |
| O'Brien Wealth Partners LLC | 25,809 | $3.57M | 1.50% | +376+1.5% | Added |
| James J. Burns & Company, LLC | 25,808 | $3.57M | 1.58% | +25,808 | New |
| Guild Investment Management, Inc. | 25,859 | $3.57M | 6.13% | −1,238−4.6% | Reduced |
| Bassett Hargrove Investment Counsel, LLC | 25,876 | $3.58M | 7.25% | +25,876 | New |
| Bell Bank | 25,881 | $3.58M | 0.46% | −2,091−7.5% | Reduced |
| Grant Street Asset Management, Inc. | 25,915 | $3.58M | 1.60% | −3,589−12.2% | Reduced |
| New World Advisors LLC | 25,919 | $3.58M | 1.70% | +40.0% | Added |
| Black Diamond Financial, LLC | 25,965 | $3.59M | 1.45% | −3,571−12.1% | Reduced |
| Spectrum Wealth Advisory Group, LLC | 26,052 | $3.60M | 4.52% | −3,339−11.4% | Reduced |
| S. R. Schill & Associates | 26,049 | $3.60M | 1.92% | −28−0.1% | Reduced |
| Abacus Wealth Partners, LLC | 26,102 | $3.61M | 1.91% | −761−2.8% | Reduced |
| Rational Advisors LLC | 26,109 | $3.61M | 0.28% | −3,880−12.9% | Reduced |
| Forbes Financial Planning, Inc. | 26,162 | $3.62M | 5.26% | −30.0% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 26,226 | $3.62M | 2.52% | −1,416−5.1% | Reduced |
| Gould Asset Management LLC | 26,236 | $3.63M | 1.23% | −195−0.7% | Reduced |
| Argus Investors' Counsel, Inc. | 26,273 | $3.63M | 3.23% | −2,408−8.4% | Reduced |
| Hudson Capital Management LLC | 26,298 | $3.63M | 1.81% | +471+1.8% | Added |
| Vickerman Investment Advisors, Inc. | 26,348 | $3.64M | 1.76% | +895+3.5% | Added |
| Accel Wealth Management | 24,934 | $3.64M | 1.95% | −111−0.4% | Reduced |
| Unison Asset Management LLC | 26,387 | $3.65M | 3.28% | +7,778+41.8% | Added |
| Barrett & Company, Inc. | 28,197 | $3.66M | 2.45% | +28,197 | New |
| ERTS Wealth Advisors, LLC | 26,514 | $3.66M | 1.03% | +135+0.5% | Added |
| Heron Financial Group, LLC | 26,541 | $3.67M | 2.27% | −588−2.2% | Reduced |
| White Knight Strategic Wealth Advisors, LLC | 26,569 | $3.67M | 5.26% | −546−2.0% | Reduced |
| Curran Financial Partners, LLC | 26,579 | $3.67M | 1.86% | +188+0.7% | Added |
| Lumature Wealth Partners, LLC | 26,617 | $3.68M | 1.97% | +490+1.9% | Added |
| Wealth Quarterback LLC | 26,623 | $3.68M | 3.91% | +395+1.5% | Added |
| Alterna Wealth Management, Inc | 26,643 | $3.68M | 4.37% | +587+2.3% | Added |
| Tevis Investment Management | 26,482 | $3.69M | 3.59% | +82+0.3% | Added |
| Legacy Wealth Planning, LLC | 26,702 | $3.69M | 6.11% | −150−0.6% | Reduced |
| Blankinship & Foster, LLC | 26,707 | $3.69M | 1.79% | +20.0% | Added |
| Gould Capital, LLC | 26,714 | $3.69M | 3.19% | +93+0.3% | Added |
| Fortem Financial Group, LLC | 26,789 | $3.70M | 2.56% | +1,348+5.3% | Added |
| Wellspring Financial Advisors, LLC | 26,805 | $3.71M | 1.37% | −4,043−13.1% | Reduced |
| Paradigm Asset Management Co LLC | 26,846 | $3.71M | 1.24% | −2,300−7.9% | Reduced |
| Dividend Assets Capital, LLC | 26,878 | $3.71M | 0.85% | −317−1.2% | Reduced |
| OneAscent Financial Services LLC | 26,910 | $3.72M | 1.48% | +1,520+6.0% | Added |
| Deuterium Capital Management, LLC | 27,000 | $3.73M | 15.56% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 26,999 | $3.73M | 2.15% | +1,801+7.1% | Added |
| Marion Wealth Management | 27,024 | $3.73M | 1.92% | +4,393+19.4% | Added |
| Selective Wealth Management, Inc. | 27,032 | $3.74M | 1.60% | −2,357−8.0% | Reduced |
| WMG Financial Advisors, LLC | 27,005 | $3.74M | 3.37% | +780+3.0% | Added |
| Sara-Bay Financial | 27,092 | $3.74M | 2.08% | −2,709−9.1% | Reduced |
| KFA Private Wealth Group, LLC | 27,093 | $3.74M | 1.99% | −197−0.7% | Reduced |
| Cutler Investment Counsel LLC | 27,100 | $3.75M | 0.62% | −1,407−4.9% | Reduced |
| Addison Capital Co | 27,135 | $3.75M | 2.32% | −112−0.4% | Reduced |
| Court Place Advisors, LLC | 27,228 | $3.76M | 1.51% | 00.0% | Unchanged |
| DCF Advisers, LLC | 27,250 | $3.77M | 2.78% | −2,000−6.8% | Reduced |
| Reik & Co., LLC | 27,267 | $3.77M | 1.21% | 00.0% | Unchanged |
| Richard P Slaughter Associates Inc | 27,295 | $3.77M | 1.60% | +4,163+18.0% | Added |
| Brooks, Moore & Associates, Inc. | 27,337 | $3.78M | 3.06% | −577−2.1% | Reduced |
| Boothbay Fund Management, LLC | 27,342 | $3.78M | 0.13% | +12,862+88.8% | Added |
| Factorial Partners, LLC | 27,360 | $3.78M | 3.28% | 00.0% | Unchanged |
| Aveo Capital Partners, LLC | 27,418 | $3.79M | 0.65% | +3,175+13.1% | Added |
| SFI Advisors, LLC | 27,438 | $3.79M | 4.40% | 00.0% | Unchanged |
| Syntal Capital Partners, LLC | 27,478 | $3.80M | 1.70% | +37+0.1% | Added |
| Truvestments Capital LLC | 27,498 | $3.80M | 2.40% | −2,293−7.7% | Reduced |
| AXS Investments LLC | 27,497 | $3.80M | 1.48% | −1,622−5.6% | Reduced |
| QP Wealth Management, LLC | 26,724 | $3.81M | 5.48% | +2,031+8.2% | Added |
| Intellectus Partners, LLC | 27,564 | $3.81M | 1.35% | +4,203+18.0% | Added |
| Pasadena Private Wealth, LLC | 27,590 | $3.81M | 1.34% | +198+0.7% | Added |
| Quaker Wealth Management, LLC | 27,605 | $3.81M | 2.00% | −584−2.1% | Reduced |
| Sunflower Bank, N.A. | 27,701 | $3.83M | 0.87% | −1,969−6.6% | Reduced |
| Integrity Financial Corp | 27,765 | $3.84M | 4.03% | −956−3.3% | Reduced |
| Fairfield, Bush & Co. | 27,790 | $3.84M | 2.71% | +90+0.3% | Added |
| Collaborative Wealth Managment Inc. | 27,824 | $3.85M | 2.72% | +135+0.5% | Added |
| Dimension Capital Management LLC | 27,831 | $3.85M | 0.93% | −134−0.5% | Reduced |
| Evergreen Wealth Solutions, LLC | 27,860 | $3.85M | 5.46% | +1,497+5.7% | Added |
| ShoreHaven Wealth Partners, LLC | 27,887 | $3.85M | 2.94% | −100−0.4% | Reduced |
| Elevated Capital Advisors, LLC | 27,891 | $3.85M | 1.52% | +27,891 | New |
| DT Investment Partners, LLC | 27,922 | $3.86M | 0.63% | −9,047−24.5% | Reduced |
| Kadensa Capital Ltd | 27,942 | $3.86M | 1.26% | −55,374−66.5% | Reduced |
| Empowered Funds, LLC | 28,067 | $3.88M | 0.38% | +15,875+130.2% | Added |
| Cahaba Wealth Management, Inc. | 28,123 | $3.89M | 0.54% | +3,876+16.0% | Added |
| Alphadyne Asset Management LP | 28,136 | $3.89M | 9.93% | +28,136 | New |
| Well Done, LLC | 28,143 | $3.89M | 0.95% | −636−2.2% | Reduced |
| Total Clarity Wealth Management, Inc. | 28,162 | $3.89M | 2.43% | −1,248−4.2% | Reduced |
| Thomas White International Ltd | 28,181 | $3.90M | 0.91% | −22−0.1% | Reduced |
| Deltec Asset Management LLC | 28,232 | $3.90M | 0.96% | −9,860−25.9% | Reduced |
| Altus Wealth Group LLC | 27,615 | $3.91M | 3.89% | 00.0% | Unchanged |