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 |
|---|---|---|---|---|---|
| Roberts Capital Advisors, LLC | 60,000 | $8.29M | 12.01% | 00.0% | Unchanged |
| Headinvest, LLC | 59,959 | $8.29M | 1.99% | −2,404−3.9% | Reduced |
| Lafayette Investments, Inc. | 59,943 | $8.28M | 2.56% | −847−1.4% | Reduced |
| Lombard Odier Asset Management (USA) Corp | 59,908 | $8.28M | 1.19% | +41,131+219.0% | Added |
| First Community Trust NA | 59,837 | $8.27M | 11.27% | −1,307−2.1% | Reduced |
| Global Trust Asset Management, LLC | 59,601 | $8.24M | 4.30% | +1,642+2.8% | Added |
| Eagle Capital Management, LLC | 59,538 | $8.23M | 5.14% | −347−0.6% | Reduced |
| Pacifica Partners Inc. | 54,689 | $8.22M | 5.94% | +104+0.2% | Added |
| Manhattan West Asset Management, LLC | 59,433 | $8.21M | 5.08% | −799−1.3% | Reduced |
| Clarus Group, Inc. | 59,363 | $8.20M | 7.48% | −120.0% | Reduced |
| Investment Advisory Services Inc | 59,328 | $8.20M | 4.90% | −67−0.1% | Reduced |
| Capital Performance Advisors LLP | 59,293 | $8.19M | 5.29% | −268−0.4% | Reduced |
| Inspirion Wealth Advisors, LLC | 59,247 | $8.19M | 1.85% | −247−0.4% | Reduced |
| Menlo Advisors LLC | 59,196 | $8.18M | 5.74% | −1,300−2.1% | Reduced |
| Wealth Management Partners, LLC | 60,000 | $8.18M | 7.19% | 00.0% | Unchanged |
| Marks Group Wealth Management, Inc | 59,122 | $8.17M | 1.24% | −96−0.2% | Reduced |
| Roman Butler Fullerton & Co | 58,711 | $8.16M | 5.19% | −812−1.4% | Reduced |
| Heartland Bank & Trust Co | 58,935 | $8.14M | 7.79% | −1,976−3.2% | Reduced |
| Vectors Research Management, LLC | 58,728 | $8.12M | 2.30% | +176+0.3% | Added |
| HNP Capital LLC | 58,728 | $8.12M | 2.34% | +176+0.3% | Added |
| Congress Park Capital LLC | 58,638 | $8.10M | 5.36% | +160+0.3% | Added |
| Burke & Herbert Bank & Trust Co | 58,619 | $8.10M | 6.71% | −880−1.5% | Reduced |
| Rock Point Advisors, LLC | 58,487 | $8.08M | 3.00% | +242+0.4% | Added |
| Deseret Mutual Benefit Administrators | 58,337 | $8.06M | 2.27% | −15,193−20.7% | Reduced |
| Peninsula Asset Management Inc | 58,231 | $8.05M | 5.15% | +295+0.5% | Added |
| Royal Fund Management, LLC | 58,223 | $8.05M | 1.49% | −1,042−1.8% | Reduced |
| SRS Capital Advisors, Inc. | 58,198 | $8.04M | 1.27% | +1,341+2.4% | Added |
| Delta Asset Management LLC | 58,174 | $8.04M | 0.97% | −507−0.9% | Reduced |
| Lee Johnson Capital Management, LLC | 58,166 | $8.04M | 16.61% | +5,798+11.1% | Added |
| Western Pacific Wealth Management, LP | 58,163 | $8.04M | 8.28% | +956+1.7% | Added |
| Valley Brook Capital Group | 58,114 | $8.03M | 8.77% | +100+0.2% | Added |
| Austin Private Wealth, LLC | 58,097 | $8.03M | 1.69% | +64+0.1% | Added |
| Resurgent Financial Advisors LLC | 58,071 | $8.03M | 5.54% | +580+1.0% | Added |
| Marathon Capital Management | 57,905 | $8.00M | 2.29% | +17,745+44.2% | Added |
| Trust Investment Advisors | 57,878 | $8.00M | 8.35% | −835−1.4% | Reduced |
| Radnor Capital Management, LLC | 57,804 | $7.99M | 2.32% | +750+1.3% | Added |
| Boston Research & Management Inc | 57,750 | $7.98M | 2.72% | −140.0% | Reduced |
| REDW Wealth LLC | 57,694 | $7.97M | 3.07% | +216+0.4% | Added |
| Satovsky Asset Management LLC | 57,592 | $7.96M | 4.58% | +1,868+3.4% | Added |
| Exeter Financial, LLC | 57,568 | $7.96M | 4.62% | +501+0.9% | Added |
| Parkside Investments, LLC | 57,555 | $7.95M | 1.71% | −3,501−5.7% | Reduced |
| Texas Capital Bancshares Inc | 57,534 | $7.95M | 6.43% | 00.0% | Unchanged |
| Peterson Financial Group, Inc. | 57,447 | $7.94M | 7.72% | +987+1.7% | Added |
| Clay Northam Wealth Management, LLC | 57,430 | $7.94M | 9.90% | −107−0.2% | Reduced |
| WSFS Capital Management, LLC | 57,427 | $7.94M | 2.82% | −11,161−16.3% | Reduced |
| Townsend Asset Management Corp | 57,380 | $7.93M | 4.46% | −1,302−2.2% | Reduced |
| Charles Carroll Financial Partners, LLC | 57,320 | $7.92M | 12.78% | −5,115−8.2% | Reduced |
| Game Plan Financial Advisors, LLC | 57,238 | $7.91M | 6.67% | −5,220−8.4% | Reduced |
| GraniteShares Advisors LLC | 57,233 | $7.91M | 6.42% | −7,195−11.2% | Reduced |
| Brooktree Capital Management | 57,207 | $7.91M | 6.51% | −4,192−6.8% | Reduced |
| RiverPark Advisors, LLC | 57,173 | $7.90M | 2.57% | −15,301−21.1% | Reduced |
| Altfest L J & Co Inc | 57,134 | $7.90M | 1.48% | +1,689+3.0% | Added |
| Truepoint, Inc. | 57,125 | $7.89M | 0.40% | −1,455−2.5% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 57,131 | $7.89M | 4.81% | −166−0.3% | Reduced |
| Laraway Financial Inc | 56,990 | $7.88M | 8.80% | −80−0.1% | Reduced |
| LBMC Investment Advisors, LLC | 56,728 | $7.84M | 0.90% | −119−0.2% | Reduced |
| White Pine Capital LLC | 56,652 | $7.83M | 3.26% | −1,794−3.1% | Reduced |
| Alkeon Capital Management LLC | 56,627 | $7.83M | 0.05% | 00.0% | Unchanged |
| Bryant Woods Investment Advisors, LLC | 56,618 | $7.83M | 7.38% | +3,488+6.6% | Added |
| Childress Capital Advisors, LLC | 55,753 | $7.81M | 3.05% | +1,862+3.5% | Added |
| Gilbert & Cook, Inc. | 53,861 | $7.81M | 1.74% | +2,584+5.0% | Added |
| NEIRG Wealth Management, LLC | 56,490 | $7.81M | 1.56% | −2,517−4.3% | Reduced |
| Alera Investment Advisors, LLC | 56,478 | $7.81M | 2.21% | +307+0.5% | Added |
| Timber Creek Capital Management LLC | 56,387 | $7.79M | 3.09% | −151−0.3% | Reduced |
| Connable Office Inc | 56,360 | $7.79M | 1.27% | −1,286−2.2% | Reduced |
| Clarus Wealth Advisors | 55,398 | $7.78M | 5.55% | −34−0.1% | Reduced |
| Kingsbury Capital Investment Advisors LLC | 56,278 | $7.78M | 11.87% | −2,602−4.4% | Reduced |
| Sax Wealth Advisors, LLC | 56,257 | $7.78M | 2.00% | −3,194−5.4% | Reduced |
| Cypress Capital, LLC | 56,237 | $7.77M | 2.74% | −4,814−7.9% | Reduced |
| Hirtle Callaghan & Co LLC | 56,198 | $7.77M | 0.56% | +18,398+48.7% | Added |
| McMillion Capital Management Inc | 56,168 | $7.76M | 7.19% | −952−1.7% | Reduced |
| Auxano Advisors, LLC | 56,142 | $7.76M | 3.57% | +2,864+5.4% | Added |
| Private Wealth Strategies, L.L.C. | 56,043 | $7.75M | 2.26% | −8,322−12.9% | Reduced |
| HWG Holdings LP | 56,048 | $7.75M | 5.58% | +56,048 | New |
| Waddell & Associates, LLC | 56,032 | $7.74M | 1.50% | −42−0.1% | Reduced |
| Archford Capital Strategies, LLC | 55,951 | $7.73M | 2.00% | +984+1.8% | Added |
| Tyler-Stone Wealth Management | 55,868 | $7.72M | 5.89% | +1,144+2.1% | Added |
| Barry Investment Advisors, LLC | 55,807 | $7.71M | 2.64% | −606−1.1% | Reduced |
| Stansberry Asset Management, LLC | 55,713 | $7.70M | 1.66% | −4,311−7.2% | Reduced |
| Buck Wealth Strategies, LLC | 44,946 | $7.70M | 3.60% | +44,946 | New |
| NovaPoint Capital, LLC | 55,653 | $7.69M | 3.50% | −1,742−3.0% | Reduced |
| Nkcfo LLC | 55,600 | $7.68M | 3.55% | 00.0% | Unchanged |
| Family Capital Trust Co | 55,534 | $7.67M | 3.51% | −679−1.2% | Reduced |
| Round Rock Advisors, LLC | 55,496 | $7.67M | 3.47% | −830−1.5% | Reduced |
| Silver Oak Securities, Inc | 44,738 | $7.66M | 1.67% | −33,409−42.8% | Reduced |
| Lincoln Capital LLC | 55,410 | $7.66M | 2.38% | +1,674+3.1% | Added |
| Muhlenkamp & Co Inc | 55,322 | $7.65M | 3.41% | +50.0% | Added |
| Calton & Associates, Inc. | 55,312 | $7.64M | 4.38% | −1,227−2.2% | Reduced |
| Spirit of America Management Corp | 55,232 | $7.63M | 1.81% | −1,850−3.2% | Reduced |
| Affiance Financial, LLC | 55,219 | $7.63M | 4.30% | +754+1.4% | Added |
| McMahon Financial Advisors, LLC | 55,197 | $7.63M | 2.83% | +3,287+6.3% | Added |
| Cherry Creek Investment Advisors, Inc. | 55,184 | $7.63M | 6.32% | +700+1.3% | Added |
| Blue Zone Wealth Advisors, LLC | 55,118 | $7.62M | 3.95% | −157−0.3% | Reduced |
| Sterling Investment Counsel, LLC | 55,106 | $7.62M | 5.56% | −16,420−23.0% | Reduced |
| Armstrong Shaw Associates Inc | 55,107 | $7.62M | 8.17% | 00.0% | Unchanged |
| Garner Asset Management Corp | 55,103 | $7.62M | 4.06% | −3,813−6.5% | Reduced |
| Portland Global Advisors LLC | 55,104 | $7.62M | 1.52% | −312−0.6% | Reduced |
| Wealth Advisory Solutions, LLC | 55,063 | $7.61M | 2.10% | +1,049+1.9% | Added |
| Spinnaker Investment Group, LLC | 54,983 | $7.60M | 2.98% | +1,968+3.7% | Added |
| Carlson Capital Management | 54,994 | $7.60M | 0.65% | +187+0.3% | Added |