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 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 | 6,150 | $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 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 |
|---|---|---|---|---|---|
| Grove Bank & Trust | 195,865 | $27.1M | 6.71% | +67,795+52.9% | Added |
| Continuum Advisory, LLC | 224,474 | $27.0M | 4.78% | +26,278+13.3% | Added |
| 1st Source Bank | 195,447 | $27.0M | 1.96% | +4,430+2.3% | Added |
| Hilltop Holdings Inc. | 194,880 | $26.9M | 3.65% | +3,958+2.1% | Added |
| Zhang Financial LLC | 194,536 | $26.9M | 4.05% | +4,213+2.2% | Added |
| James Investment Research Inc | 194,530 | $26.9M | 3.84% | −2,890−1.5% | Reduced |
| First American Trust, FSB | 194,044 | $26.8M | 4.50% | −1,864−1.0% | Reduced |
| Csenge Advisory Group | 193,841 | $26.8M | 2.22% | −123−0.1% | Reduced |
| Westchester Capital Management, Inc. | 193,806 | $26.8M | 8.64% | −327−0.2% | Reduced |
| Octavia Wealth Advisors, LLC | 192,327 | $26.6M | 7.19% | +1,349+0.7% | Added |
| Hilton Capital Management, LLC | 192,149 | $26.6M | 3.50% | −2,990−1.5% | Reduced |
| Miller Wealth Advisors, LLC | 193,932 | $26.5M | 21.64% | 00.0% | Unchanged |
| Condor Capital Management | 191,834 | $26.5M | 3.45% | +1,545+0.8% | Added |
| AdvisorNet Financial, Inc | 191,723 | $26.5M | 2.65% | −492−0.3% | Reduced |
| First Financial Bank - Trust Division | 191,367 | $26.4M | 3.25% | +304+0.2% | Added |
| Woodstock Corp | 191,142 | $26.4M | 3.93% | −3,845−2.0% | Reduced |
| Pallas Capital Advisors LLC | 190,171 | $26.4M | 2.94% | +3,549+1.9% | Added |
| Smithfield Trust Co | 190,811 | $26.4M | 1.90% | −1,846−1.0% | Reduced |
| Winning Points Advisors, LLC | 176,124 | $26.4M | 32.24% | −16,741−8.7% | Reduced |
| Regent Investment Management LLC | 190,767 | $26.4M | 7.69% | −557−0.3% | Reduced |
| Monetary Management Group Inc | 190,652 | $26.3M | 8.68% | −10,395−5.2% | Reduced |
| Nicollet Investment Management, Inc. | 190,394 | $26.3M | 14.38% | −2,240−1.2% | Reduced |
| Executive Wealth Management, LLC | 26,268 | $26.3M | 3.77% | −168,038−86.5% | Reduced |
| Cigna Investments Inc | 190,002 | $26.3M | 5.85% | −9,951−5.0% | Reduced |
| Wittenberg Investment Management, Inc. | 189,995 | $26.3M | 11.17% | −1,126−0.6% | Reduced |
| Schmidt P J Investment Management Inc | 177,769 | $26.2M | 6.30% | −8,294−4.5% | Reduced |
| GHP Investment Advisors, Inc. | 189,114 | $26.1M | 2.01% | +3,103+1.7% | Added |
| Hunter Associates Investment Management LLC | 188,934 | $26.1M | 6.76% | +1,164+0.6% | Added |
| TBH Global Asset Management, LLC | 188,686 | $26.1M | 6.68% | −3,997−2.1% | Reduced |
| Ropes Wealth Advisors LLC | 188,428 | $26.0M | 5.47% | −1,258−0.7% | Reduced |
| Bridgewater Advisors Inc. | 188,392 | $26.0M | 7.20% | +45,390+31.7% | Added |
| V Wealth Advisors LLC | 188,368 | $26.0M | 5.23% | −1,429−0.8% | Reduced |
| River Wealth Advisors LLC | 188,154 | $26.0M | 5.61% | −9,721−4.9% | Reduced |
| WP Advisors, LLC | 187,977 | $26.0M | 11.76% | −304−0.2% | Reduced |
| Brightworth | 187,706 | $25.9M | 2.78% | +1,124+0.6% | Added |
| Cadinha & Co LLC | 187,491 | $25.9M | 8.72% | +29,698+18.8% | Added |
| Sanford Advisory Services, LLC | 187,026 | $25.8M | 7.38% | −1,635−0.9% | Reduced |
| Lyell Wealth Management, LP | 186,709 | $25.8M | 4.39% | −1,060−0.6% | Reduced |
| Cape Cod Five Cents Savings Bank | 186,626 | $25.8M | 3.08% | −4,745−2.5% | Reduced |
| Montis Financial, LLC | 186,450 | $25.8M | 24.83% | +7,544+4.2% | Added |
| RiverFront Investment Group, LLC | 171,486 | $25.7M | 0.96% | +28,370+19.8% | Added |
| TrinityPoint Wealth, LLC | 186,060 | $25.7M | 5.88% | −80.0% | Reduced |
| Trust Co of Virginia | 185,923 | $25.7M | 3.27% | −1,886−1.0% | Reduced |
| Schechter Investment Advisors, LLC | 185,173 | $25.6M | 2.52% | +14,625+8.6% | Added |
| Capital Investment Advisory Services, LLC | 185,047 | $25.6M | 3.31% | +1,161+0.6% | Added |
| Bank of Hawaii | 184,586 | $25.5M | 1.74% | −2,950−1.6% | Reduced |
| GFS Advisors, LLC | 184,397 | $25.5M | 6.11% | −8,388−4.4% | Reduced |
| L.M. Kohn & Company | 184,384 | $25.5M | 12.48% | −1,665−0.9% | Reduced |
| Campbell Capital Management Inc | 184,331 | $25.5M | 23.47% | −1,125−0.6% | Reduced |
| Cabot Wealth Management Inc | 184,212 | $25.5M | 4.31% | −1,049−0.6% | Reduced |
| Linscomb & Williams, Inc. | 184,081 | $25.4M | 1.55% | +2,900+1.6% | Added |
| RNC Capital Management LLC | 183,378 | $25.3M | 1.59% | −541−0.3% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 183,318 | $25.3M | 4.22% | −511−0.3% | Reduced |
| Peachtree Investment Partners, LLC | 183,255 | $25.3M | 17.02% | +3,387+1.9% | Added |
| D L Carlson Investment Group Inc | 183,175 | $25.3M | 5.51% | −3,798−2.0% | Reduced |
| Secure Asset Management, LLC | 182,948 | $25.3M | 14.16% | +4,118+2.3% | Added |
| Modera Wealth Management, LLC | 182,870 | $25.3M | 1.28% | −4,809−2.6% | Reduced |
| Marietta Investment Partners LLC | 182,346 | $25.2M | 7.49% | −4,146−2.2% | Reduced |
| Penobscot Investment Management Company, Inc. | 182,522 | $25.2M | 4.71% | +497+0.3% | Added |
| Somerville Kurt F | 182,449 | $25.2M | 5.06% | −4,428−2.4% | Reduced |
| Naples Global Advisors, LLC | 182,415 | $25.2M | 3.47% | +138+0.1% | Added |
| One Wealth Advisors, LLC | 182,153 | $25.2M | 8.24% | +1,115+0.6% | Added |
| Valley National Advisers Inc | 175,044 | $25.2M | 5.24% | +2,171+1.3% | Added |
| Thames Capital Management LLC | 181,820 | $25.1M | 12.47% | 00.0% | Unchanged |
| Capital Analysts, LLC | 181,667 | $25.1M | 1.73% | +41,501+29.6% | Added |
| Alerus Financial NA | 181,053 | $25.0M | 2.49% | −1,804−1.0% | Reduced |
| SignalPoint Asset Management, LLC | 180,666 | $25.0M | 9.52% | −6,963−3.7% | Reduced |
| TruWealth Advisors, LLC | 180,435 | $24.9M | 2.64% | +4,500+2.6% | Added |
| KCS Wealth Advisory | 180,202 | $24.9M | 11.49% | +1,926+1.1% | Added |
| Westwood Wealth Management | 180,089 | $24.9M | 30.91% | −7,932−4.2% | Reduced |
| Coastal Investment Advisors, Inc. | 180,027 | $24.9M | 6.52% | −1,855−1.0% | Reduced |
| Godsey & Gibb Associates | 179,919 | $24.9M | 19.78% | −5,541−3.0% | Reduced |
| Belmont Capital, LLC | 179,859 | $24.9M | 29.32% | +350+0.2% | Added |
| ICA Group Wealth Management, LLC | 179,309 | $24.8M | 5.26% | +3,802+2.2% | Added |
| Te Ahumairangi Investment Management Ltd | 179,233 | $24.8M | 4.20% | −34,310−16.1% | Reduced |
| Goelzer Investment Management, Inc. | 179,216 | $24.8M | 2.47% | +11,048+6.6% | Added |
| Kiley Juergens Wealth Management, LLC | 178,726 | $24.7M | 11.62% | −1,641−0.9% | Reduced |
| Mechanics Bank Trust Department | 178,501 | $24.7M | 4.67% | −831−0.5% | Reduced |
| Americana Partners, LLC | 178,144 | $24.6M | 4.41% | +4,103+2.4% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 178,099 | $24.6M | 0.08% | +13,141+8.0% | Added |
| Gamco Investors, Inc. Et Al | 178,043 | $24.6M | 0.29% | −27,105−13.2% | Reduced |
| Howland Capital Management LLC | 177,927 | $24.6M | 1.58% | +15,343+9.4% | Added |
| Checchi Capital Advisers, LLC | 177,187 | $24.5M | 2.68% | +277+0.2% | Added |
| Private Advisory Group LLC | 177,165 | $24.5M | 5.59% | +4,476+2.6% | Added |
| Burleson & Company, LLC | 177,036 | $24.5M | 5.34% | −5,811−3.2% | Reduced |
| Sargent Bickham Lagudis LLC | 176,850 | $24.4M | 2.19% | −897−0.5% | Reduced |
| Clarkston Capital Partners, LLC | 176,747 | $24.4M | 0.48% | +12,928+7.9% | Added |
| Pictet North America Advisors SA | 176,725 | $24.4M | 3.90% | −11,131−5.9% | Reduced |
| Conway Capital Management, Inc. | 176,263 | $24.4M | 21.74% | −485−0.3% | Reduced |
| IFG Advisory, LLC | 176,030 | $24.3M | 2.21% | +35,779+25.5% | Added |
| Waters Parkerson & Co., LLC | 176,009 | $24.3M | 1.63% | −240.0% | Reduced |
| Bourne Lent Asset Management Inc | 175,906 | $24.3M | 10.57% | +40.0% | Added |
| SlateStone Wealth, LLC | 175,275 | $24.2M | 6.45% | −8,136−4.4% | Reduced |
| Journey Advisory Group, LLC | 175,238 | $24.2M | 6.18% | −3,645−2.0% | Reduced |
| Princeton Capital Management LLC | 175,110 | $24.2M | 10.59% | −4,454−2.5% | Reduced |
| Wahed Invest LLC | 175,085 | $24.2M | 14.76% | +12,185+7.5% | Added |
| JCIC Asset Management Inc. | 157,288 | $24.1M | 11.13% | +157,288 | New |
| Krilogy Financial LLC | 174,384 | $24.1M | 2.88% | +1,877+1.1% | Added |
| Trust Asset Management LLC | 174,383 | $24.1M | 3.29% | +11,273+6.9% | Added |
| IPG Investment Advisors LLC | 174,257 | $24.1M | 6.75% | −4,499−2.5% | Reduced |