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; 6,151 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 | 6,151 | $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 |
|---|---|---|---|---|---|
| Terril Brothers, Inc. | 150,903 | $20.9M | 11.35% | 00.0% | Unchanged |
| Covington Investment Advisors Inc. | 150,650 | $20.8M | 5.40% | −430−0.3% | Reduced |
| Budros, Ruhlin & Roe, Inc. | 150,340 | $20.8M | 2.55% | +7,978+5.6% | Added |
| Chemistry Wealth Management LLC | 149,972 | $20.7M | 8.19% | −2,087−1.4% | Reduced |
| Buckingham Capital Management, Inc. | 149,889 | $20.7M | 4.02% | +882+0.6% | Added |
| GPS Wealth Strategies Group, LLC | 149,643 | $20.7M | 5.22% | −2,065−1.4% | Reduced |
| American Money Management, LLC | 149,585 | $20.7M | 6.31% | −508−0.3% | Reduced |
| Beach Investment Counsel Inc | 149,296 | $20.6M | 2.93% | −6,245−4.0% | Reduced |
| Vontobel Asset Management Inc | 149,228 | $20.6M | 0.16% | +17,414+13.2% | Added |
| Summit Financial, LLC | 149,129 | $20.6M | 1.95% | +24,823+20.0% | Added |
| Segment Wealth Management, LLC | 149,044 | $20.6M | 2.57% | +537+0.4% | Added |
| Zevin Asset Management LLC | 148,734 | $20.6M | 4.86% | −1,266−0.8% | Reduced |
| Intrust Bank NA | 148,516 | $20.5M | 3.16% | +2,551+1.7% | Added |
| Sepio Capital, LP | 148,451 | $20.5M | 2.04% | −4,311−2.8% | Reduced |
| Harbor Advisors LLC | 148,400 | $20.5M | 5.52% | 00.0% | Unchanged |
| Smith, Moore & Co. | 148,230 | $20.5M | 3.11% | +927+0.6% | Added |
| Boenning & Scattergood, Inc. | 147,882 | $20.4M | 4.17% | −14,685−9.0% | Reduced |
| Mark Stevens | 147,256 | $20.4M | 2.85% | −10,887−6.9% | Reduced |
| Morningstar Investment Management LLC | 147,201 | $20.3M | 3.85% | 00.0% | Unchanged |
| Montag & Caldwell, LLC | 147,183 | $20.3M | 3.02% | −5,864−3.8% | Reduced |
| Rehmann Capital Advisory Group | 146,543 | $20.3M | 2.25% | +4,627+3.3% | Added |
| JFS Wealth Advisors, LLC | 146,279 | $20.2M | 2.22% | +5,811+4.1% | Added |
| SevenBridge Financial Group, LLC | 146,013 | $20.2M | 6.84% | +156+0.1% | Added |
| Winch Advisory Services, LLC | 145,841 | $20.2M | 8.66% | −2,033−1.4% | Reduced |
| Vestmark Advisory Solutions, Inc. | 145,652 | $20.1M | 1.12% | +18,914+14.9% | Added |
| Fulcrum Capital LLC | 145,449 | $20.1M | 5.97% | −5,257−3.5% | Reduced |
| Fund Management at Engine No. 1 LLC | 145,258 | $20.1M | 5.91% | −10,000−6.4% | Reduced |
| Cornerstone Advisory, LLC | 145,158 | $20.1M | 4.48% | −811−0.6% | Reduced |
| Madison Wealth Management | 145,036 | $20.0M | 4.96% | −3,393−2.3% | Reduced |
| Whalerock Point Partners, LLC | 145,025 | $20.0M | 8.81% | +586+0.4% | Added |
| Strategic Blueprint, LLC | 145,007 | $20.0M | 2.54% | −3,986−2.7% | Reduced |
| Ascent Wealth Partners, LLC | 144,803 | $20.0M | 4.77% | −4,223−2.8% | Reduced |
| BerganKDV Wealth Management, LLC | 144,606 | $20.0M | 2.39% | +1,139+0.8% | Added |
| Hudson Valley Investment Advisors Inc | 144,570 | $20.0M | 3.21% | +6,350+4.6% | Added |
| NTV Asset Management LLC | 144,514 | $20.0M | 4.20% | −974−0.7% | Reduced |
| Money Concepts Capital Corp | 144,494 | $20.0M | 1.18% | +15,230+11.8% | Added |
| Baker Tilly Wealth Management, LLC | 144,335 | $19.9M | 2.72% | −3,610−2.4% | Reduced |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 140,003 | $19.9M | 1.65% | 00.0% | Unchanged |
| Ardent Capital Management, Inc. | 143,799 | $19.9M | 17.71% | +165+0.1% | Added |
| LVW Advisors, LLC | 143,766 | $19.9M | 4.49% | −1,884−1.3% | Reduced |
| Pioneer Trust Bank N A | 143,694 | $19.9M | 6.74% | −1,467−1.0% | Reduced |
| United Asset Strategies, Inc. | 143,102 | $19.8M | 3.04% | +1,090+0.8% | Added |
| McKinley Carter Wealth Services, Inc. | 142,636 | $19.7M | 1.83% | +1,414+1.0% | Added |
| Ironvine Capital Partners, LLC | 142,189 | $19.7M | 2.64% | +1,091+0.8% | Added |
| Abner Herrman & Brock LLC | 142,176 | $19.6M | 3.60% | −46,129−24.5% | Reduced |
| Summit X, LLC | 141,794 | $19.6M | 5.79% | +1,401+1.0% | Added |
| Laurel Wealth Advisors LLC | 141,580 | $19.6M | 4.97% | −359−0.3% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 141,325 | $19.5M | 1.95% | +33,925+31.6% | Added |
| Hoertkorn Richard Charles | 140,711 | $19.4M | 11.13% | −3,675−2.5% | Reduced |
| Sander Capital Advisors Inc | 140,650 | $19.4M | 12.73% | −50.0% | Reduced |
| Udine Wealth Management, Inc. | 140,496 | $19.4M | 30.67% | +7,290+5.5% | Added |
| Power Corp of Canada | 140,469 | $19.4M | 2.88% | +18,469+15.1% | Added |
| Grand Jean Capital Management Inc | 140,218 | $19.4M | 8.59% | +654+0.5% | Added |
| L & S Advisors Inc | 140,187 | $19.4M | 3.41% | −25,900−15.6% | Reduced |
| Galvin, Gaustad & Stein, LLC | 140,001 | $19.3M | 2.05% | −1,278−0.9% | Reduced |
| Beck Mack & Oliver LLC | 139,868 | $19.3M | 0.62% | −1,115−0.8% | Reduced |
| Atwood & Palmer Inc | 139,667 | $19.3M | 1.91% | −2,916−2.0% | Reduced |
| Balentine LLC | 139,549 | $19.3M | 0.73% | −40,426−22.5% | Reduced |
| Chickasaw Capital Management LLC | 139,464 | $19.3M | 0.98% | −239−0.2% | Reduced |
| Trustmark National Bank Trust Department | 139,201 | $19.2M | 1.85% | −4,474−3.1% | Reduced |
| Sowa Financial Group, Inc. | 138,917 | $19.2M | 15.17% | +9,876+7.7% | Added |
| Regal Investment Advisors LLC | 138,834 | $19.2M | 2.05% | −105−0.1% | Reduced |
| Fiera Capital Corp | 141,720 | $19.2M | 0.07% | −21,368−13.1% | Reduced |
| YorkBridge Wealth Partners, LLC | 138,731 | $19.2M | 4.94% | −1,279−0.9% | Reduced |
| Sigma Investment Counselors Inc | 138,581 | $19.2M | 1.63% | −4,429−3.1% | Reduced |
| Selway Asset Management | 138,496 | $19.1M | 11.17% | −8,678−5.9% | Reduced |
| Security National Bank | 138,450 | $19.1M | 5.34% | −1,581−1.1% | Reduced |
| CFO4Life Group, LLC | 138,379 | $19.1M | 5.09% | −460.0% | Reduced |
| Farmers Trust Co | 137,965 | $19.1M | 4.77% | −1,933−1.4% | Reduced |
| Formuepleje A/S | 137,816 | $19.0M | 1.55% | +137,816 | New |
| Pine Ridge Advisers LLC | 137,635 | $19.0M | 5.89% | 00.0% | Unchanged |
| Bordeaux Wealth Advisors LLC | 137,596 | $19.0M | 11.95% | +7,373+5.7% | Added |
| Stillwater Investment Management, LLC | 137,593 | $19.0M | 5.87% | +394+0.3% | Added |
| Mairs & Power Inc | 137,587 | $19.0M | 0.24% | +2,978+2.2% | Added |
| Stonnington Group, LLC | 131,777 | $19.0M | 5.35% | −160−0.1% | Reduced |
| Hotaling Investment Management, LLC | 137,173 | $19.0M | 9.09% | −679−0.5% | Reduced |
| Maven Securities LTD | 137,106 | $18.9M | 0.88% | +7,949+6.2% | Added |
| Ballast Advisors LLC | 136,891 | $18.9M | 8.85% | +94+0.1% | Added |
| West Branch Capital LLC | 136,835 | $18.9M | 11.75% | −528−0.4% | Reduced |
| Ironwood Investment Counsel, LLC | 136,609 | $18.9M | 5.39% | +3,276+2.5% | Added |
| Foster Group, Inc. | 136,499 | $18.9M | 1.55% | +2,777+2.1% | Added |
| Supplemental Annuity Collective Trust of NJ | 136,400 | $18.9M | 8.23% | −4,000−2.8% | Reduced |
| Sompo Asset Management Co., Ltd. | 136,350 | $18.8M | 4.80% | +13,160+10.7% | Added |
| American National Bank | 136,269 | $18.8M | 4.50% | +1,507+1.1% | Added |
| Warren Averett Asset Management, LLC | 136,066 | $18.8M | 1.32% | +24,112+21.5% | Added |
| Bridgeway Capital Management, LLC | 135,890 | $18.8M | 0.50% | −72,200−34.7% | Reduced |
| Cooper Financial Group | 135,710 | $18.8M | 6.75% | +1,672+1.2% | Added |
| Cim, LLC | 124,473 | $18.8M | 3.95% | −7,997−6.0% | Reduced |
| Haverford Financial Services, Inc. | 134,977 | $18.7M | 5.71% | −430.0% | Reduced |
| Citizens National Bank Trust Department | 134,882 | $18.6M | 5.77% | −2,548−1.9% | Reduced |
| Sutton Wealth Advisors Inc. | 134,862 | $18.6M | 7.59% | +2,063+1.6% | Added |
| Commerzbank Aktiengesellschaft | 134,814 | $18.6M | 1.38% | +6,196+4.8% | Added |
| Confluence Wealth Services, Inc. | 134,739 | $18.6M | 7.88% | +134,739 | New |
| Matrix Asset Advisors Inc | 134,597 | $18.6M | 3.05% | −496−0.4% | Reduced |
| Arrow Financial Corp | 134,543 | $18.6M | 2.71% | −1,020−0.8% | Reduced |
| Inlet Private Wealth, LLC | 134,448 | $18.6M | 5.54% | −762−0.6% | Reduced |
| Peak Asset Management, LLC | 134,423 | $18.6M | 5.29% | −2,640−1.9% | Reduced |
| Institute for Wealth Management, LLC. | 134,381 | $18.6M | 4.17% | −592−0.4% | Reduced |
| Colonial Trust Co | 134,375 | $18.6M | 5.92% | +134,375 | New |
| Coastline Trust Co | 134,012 | $18.5M | 2.96% | −3,987−2.9% | Reduced |