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 |
|---|---|---|---|---|---|
| Charter Oak Capital Management, LLC | 65,159 | $9.01M | 1.44% | −3,573−5.2% | Reduced |
| High Net Worth Advisory Group LLC | 65,128 | $9.00M | 3.85% | −9,393−12.6% | Reduced |
| Wescott Financial Advisory Group, LLC | 64,952 | $8.98M | 2.50% | −6,198−8.7% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 64,826 | $8.96M | 3.69% | −9,128−12.3% | Reduced |
| Independence Bank of Kentucky | 64,810 | $8.96M | 4.41% | −3,278−4.8% | Reduced |
| Towercrest Capital Management | 64,781 | $8.95M | 2.09% | +30.0% | Added |
| Financial Perspectives, Inc | 64,744 | $8.95M | 5.02% | +1,281+2.0% | Added |
| Merrion Investment Management Co, LLC | 64,717 | $8.94M | 8.82% | −2,000−3.0% | Reduced |
| Fernwood Investment Management, LLC | 64,570 | $8.92M | 3.76% | +309+0.5% | Added |
| DeDora Capital, Inc. | 64,542 | $8.92M | 4.64% | −506−0.8% | Reduced |
| Vanguard Capital Wealth Advisors | 64,534 | $8.92M | 10.83% | −2,615−3.9% | Reduced |
| Hartford Financial Management Inc. | 64,511 | $8.91M | 2.62% | −1,190−1.8% | Reduced |
| IMS Capital Management | 64,436 | $8.90M | 6.15% | +715+1.1% | Added |
| Finer Wealth Management, Inc. | 64,374 | $8.90M | 8.76% | −377−0.6% | Reduced |
| Patriot Investment Management Inc. | 64,322 | $8.89M | 0.92% | −8,646−11.8% | Reduced |
| Clearwater Capital Advisors, LLC | 64,313 | $8.89M | 1.23% | +7,812+13.8% | Added |
| Xcel Wealth Management, LLC | 64,293 | $8.88M | 3.31% | +1,151+1.8% | Added |
| Atticus Wealth Management, LLC | 64,910 | $8.88M | 4.29% | 00.0% | Unchanged |
| Settian Capital LP | 64,200 | $8.87M | 9.73% | 00.0% | Unchanged |
| Beecher Investors Inc | 64,010 | $8.85M | 14.53% | 00.0% | Unchanged |
| Optas, LLC | 63,977 | $8.84M | 3.88% | −1,174−1.8% | Reduced |
| Benson Investment Management Company, Inc. | 63,755 | $8.81M | 6.21% | −3,141−4.7% | Reduced |
| Vivaldi Capital Management, LLC | 62,807 | $8.80M | 2.38% | +469+0.8% | Added |
| NWK Group, Inc. | 63,603 | $8.79M | 6.80% | −1,778−2.7% | Reduced |
| Sugarloaf Wealth Management, LLC | 63,581 | $8.79M | 2.25% | −127−0.2% | Reduced |
| Apella Capital, LLC | 63,572 | $8.79M | 1.02% | +4,808+8.2% | Added |
| Gs Investments, Inc. | 63,531 | $8.78M | 5.81% | −567−0.9% | Reduced |
| Lloyd Park, LLC | 63,509 | $8.78M | 10.83% | −1,522−2.3% | Reduced |
| Once Capital Management, LLC | 63,450 | $8.77M | 11.43% | 00.0% | Unchanged |
| Blue Edge Capital, LLC | 63,442 | $8.77M | 2.17% | +113+0.2% | Added |
| Intact Investment Management Inc. | 63,450 | $8.76M | 0.29% | −500−0.8% | Reduced |
| Bulltick Wealth Management, LLC | 63,384 | $8.76M | 2.63% | −35,133−35.7% | Reduced |
| Riggs Asset Managment Co. Inc. | 63,320 | $8.75M | 3.47% | +831+1.3% | Added |
| Citizens & Northern Corp | 63,293 | $8.75M | 4.10% | +55+0.1% | Added |
| Coastal Bridge Advisors, LLC | 63,235 | $8.74M | 2.35% | +2,777+4.6% | Added |
| Keeler Thomas Management LLC | 63,241 | $8.74M | 4.44% | +7,616+13.7% | Added |
| Stelac Advisory Services LLC | 63,148 | $8.73M | 3.97% | −40.0% | Reduced |
| Eastover Investment Advisors LLC | 62,171 | $8.71M | 5.43% | −537−0.9% | Reduced |
| WealthShield Partners, LLC | 63,008 | $8.71M | 1.73% | −186−0.3% | Reduced |
| Compton Wealth Advisory Group, LLC | 62,989 | $8.71M | 3.70% | −780−1.2% | Reduced |
| Kempen Capital Management N.V. | 62,977 | $8.70M | 0.35% | −1,579−2.4% | Reduced |
| Poehling Capital Management, LLC | 62,968 | $8.70M | 3.65% | −328−0.5% | Reduced |
| Hodges Capital Management Inc. | 62,899 | $8.69M | 1.43% | −13,809−18.0% | Reduced |
| Legacy Financial Advisors, Inc. | 62,857 | $8.69M | 2.08% | +3,712+6.3% | Added |
| Sculati Wealth Management, LLC | 62,806 | $8.68M | 5.13% | +1,101+1.8% | Added |
| Hazlett, Burt & Watson, Inc. | 62,783 | $8.68M | 8.40% | −200.0% | Reduced |
| Fairfield Financial Advisors, LTD | 62,724 | $8.67M | 4.11% | −2,370−3.6% | Reduced |
| Brown Capital Management LLC | 62,715 | $8.67M | 0.12% | −7,806−11.1% | Reduced |
| Aevitas Wealth Management, Inc. | 62,675 | $8.66M | 6.51% | −2,526−3.9% | Reduced |
| Cahill Financial Advisors Inc | 62,626 | $8.65M | 1.82% | +180.0% | Added |
| Trail Ridge Investment Advisors, LLC | 57,721 | $8.64M | 5.71% | −842−1.4% | Reduced |
| Peninsula Wealth, LLC | 62,447 | $8.63M | 3.05% | −8,534−12.0% | Reduced |
| Private Portfolio Partners LLC | 62,441 | $8.63M | 2.46% | −270−0.4% | Reduced |
| Castle Rock Wealth Management, LLC | 61,986 | $8.62M | 4.34% | +83+0.1% | Added |
| Global Wealth Management Investment Advisory, Inc. | 62,328 | $8.61M | 3.07% | +1,770+2.9% | Added |
| Harbour Investment Management LLC | 62,290 | $8.61M | 5.39% | +295+0.5% | Added |
| WealthBridge Capital Management, LLC | 62,944 | $8.61M | 3.67% | 00.0% | Unchanged |
| Abbot Financial Management, Inc. | 62,222 | $8.60M | 6.12% | −4,135−6.2% | Reduced |
| GDS Wealth Management | 62,214 | $8.60M | 1.91% | +3,310+5.6% | Added |
| Nixon Peabody Trust Co | 62,177 | $8.59M | 7.29% | −56,625−47.7% | Reduced |
| Horizon Investment Services, LLC | 62,149 | $8.59M | 6.22% | −851−1.4% | Reduced |
| Aurora Investment Managers, LLC. | 62,151 | $8.59M | 8.54% | +101+0.2% | Added |
| Wisconsin Capital Management LLC | 62,063 | $8.58M | 6.71% | −6,043−8.9% | Reduced |
| Quantum Financial Advisors, LLC | 62,056 | $8.58M | 3.80% | +126+0.2% | Added |
| Insight Wealth Strategies, LLC | 62,686 | $8.57M | 1.59% | 00.0% | Unchanged |
| LMR Partners LLP | 61,935 | $8.56M | 0.22% | −40,540−39.6% | Reduced |
| Resonant Capital Advisors, LLC | 61,902 | $8.55M | 1.30% | +6,044+10.8% | Added |
| CWS Financial Advisors, LLC | 61,863 | $8.55M | 4.09% | +229+0.4% | Added |
| 1623 Capital LLC | 61,832 | $8.54M | 5.72% | +800+1.3% | Added |
| Heron Bay Capital Management | 61,810 | $8.54M | 5.82% | −2,509−3.9% | Reduced |
| Bell & Brown Wealth Advisors, LLC | 61,773 | $8.54M | 5.27% | −3,492−5.4% | Reduced |
| Excalibur Management Corp | 61,754 | $8.53M | 4.78% | +454+0.7% | Added |
| WealthBridge Investment Counsel Inc. | 61,598 | $8.51M | 4.48% | −8,542−12.2% | Reduced |
| AIA Group Ltd | 61,552 | $8.51M | 0.56% | −21,014−25.5% | Reduced |
| Ashburton (Jersey) Ltd | 61,533 | $8.50M | 5.07% | +79+0.1% | Added |
| Signature Wealth Management Partners, LLC | 61,474 | $8.50M | 9.36% | −304−0.5% | Reduced |
| Andra AP-fonden | 61,400 | $8.48M | 0.28% | −16,100−20.8% | Reduced |
| Mycio Wealth Partners, LLC | 61,381 | $8.48M | 3.31% | 00.0% | Unchanged |
| Motley Fool Wealth Management, LLC | 61,380 | $8.48M | 0.56% | +511+0.8% | Added |
| Meridian Investment Counsel Inc. | 61,358 | $8.48M | 3.77% | −366−0.6% | Reduced |
| Old Point Trust & Financial Services N A | 61,247 | $8.46M | 4.25% | +2,489+4.2% | Added |
| Hall Laurie J Trustee | 61,206 | $8.46M | 4.17% | 00.0% | Unchanged |
| Alterity Financial Group, LLC | 61,175 | $8.45M | 13.66% | −643−1.0% | Reduced |
| Sage Rhino Capital LLC | 61,171 | $8.45M | 3.40% | −373−0.6% | Reduced |
| Capital Insight Partners, LLC | 61,082 | $8.44M | 2.27% | −4,648−7.1% | Reduced |
| City State Bank | 61,043 | $8.44M | 5.90% | +1,118+1.9% | Added |
| Beacon Financial Group | 59,586 | $8.43M | 1.31% | −863−1.4% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 60,866 | $8.41M | 0.23% | +33,860+125.4% | Added |
| Invst, LLC | 59,888 | $8.41M | 1.44% | +2,673+4.7% | Added |
| McLean Asset Management Corp | 59,831 | $8.38M | 3.23% | −150−0.3% | Reduced |
| Baldrige Asset Management LLC | 60,582 | $8.37M | 3.98% | −300−0.5% | Reduced |
| First United Bank Trust | 60,489 | $8.36M | 4.20% | −410−0.7% | Reduced |
| Capital Advantage, Inc. | 60,414 | $8.35M | 1.91% | −302−0.5% | Reduced |
| Revolve Wealth Partners, LLC | 60,416 | $8.35M | 2.79% | +135+0.2% | Added |
| Bourgeon Capital Management LLC | 60,317 | $8.34M | 2.29% | +406+0.7% | Added |
| Highlander Capital Management, LLC | 60,267 | $8.33M | 4.78% | −649−1.1% | Reduced |
| Cottage Street Advisors LLC | 60,256 | $8.33M | 6.83% | −376−0.6% | Reduced |
| Symphony Financial, Ltd. Co. | 58,280 | $8.30M | 2.71% | −7,125−10.9% | Reduced |
| Alhambra Investment Partners LLC | 60,058 | $8.30M | 6.31% | −811−1.3% | Reduced |
| Bailey Value Limited Partnership | 60,000 | $8.29M | 14.34% | 00.0% | Unchanged |