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, Q4 2022
Institutional positions in Apple Inc. as of Dec 31, 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
- 4,556
- +309 vs. Q3 2022
- Shares held
- 9.38B
- +51.6M (+0.6%) vs. Q3 2022
- Total value
- $1.21T
- −$72.1B (−5.6%) vs. Q3 2022
- New holders
- 410
- 1,559 more added
- Sold out
- 101
- 2,330 more reduced
100 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Apple Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Boston Partners | 15,278 | $1.99M | 0.00% | +750+5.2% | Added |
| Ade, LLC | 15,307 | $1.99M | 1.51% | +374+2.5% | Added |
| Berkeley Capital Partners, LLC | 15,318 | $1.99M | 0.77% | +1,541+11.2% | Added |
| Kennicott Capital Management LLC | 15,352 | $1.99M | 1.52% | +1,410+10.1% | Added |
| Channing Global Advisors, LLC | 15,372 | $2.00M | 2.29% | −423−2.7% | Reduced |
| CKW Financial Group | 15,377 | $2.00M | 0.34% | −206−1.3% | Reduced |
| Collective Family Office LLC | 15,417 | $2.00M | 0.90% | −835−5.1% | Reduced |
| Wulff, Hansen & Co. | 15,430 | $2.00M | 2.43% | −240−1.5% | Reduced |
| Sentinus, LLC | 15,281 | $2.01M | 1.17% | −304−2.0% | Reduced |
| Lumbard & Kellner, LLC | 15,466 | $2.01M | 0.98% | −805−4.9% | Reduced |
| Rinkey Investments | 15,490 | $2.01M | 1.20% | +277+1.8% | Added |
| Capital Square, LLC | 15,519 | $2.02M | 1.82% | −1,176−7.0% | Reduced |
| A. D. Beadell Investment Counsel, Inc. | 15,534 | $2.02M | 1.75% | −490−3.1% | Reduced |
| Ullmann Financial Group, Inc. | 15,562 | $2.02M | 0.50% | −307−1.9% | Reduced |
| Delphi Management Inc | 15,571 | $2.02M | 2.45% | +15,571 | New |
| Wealthgate Family Office, LLC | 15,585 | $2.02M | 5.50% | 00.0% | Unchanged |
| Riverpark Capital Management LLC | 15,599 | $2.03M | 4.69% | −20,946−57.3% | Reduced |
| Bollard Group LLC | 15,606 | $2.03M | 0.08% | −634−3.9% | Reduced |
| Avaii Wealth Management, LLC | 15,631 | $2.03M | 1.82% | +206+1.3% | Added |
| Peregrine Asset Advisers, Inc. | 15,701 | $2.04M | 2.17% | −1,291−7.6% | Reduced |
| OneAscent Financial Services LLC | 15,716 | $2.04M | 0.87% | −11,194−41.6% | Reduced |
| Copperwynd Financial, LLC | 15,729 | $2.04M | 1.15% | −242−1.5% | Reduced |
| Old West Investment Management, LLC | 15,773 | $2.05M | 1.28% | −1,626−9.3% | Reduced |
| Atmos Capital Gestao de Recursos Ltda. | 15,777 | $2.05M | 0.36% | −286−1.8% | Reduced |
| Custos Family Office, LLC | 15,779 | $2.05M | 1.64% | +782+5.2% | Added |
| Fiducient Advisors LLC | 15,861 | $2.06M | 0.61% | +284+1.8% | Added |
| Concord Asset Management, LLC | 15,861 | $2.06M | 1.39% | +2,958+22.9% | Added |
| Financial Strategies Group, Inc. | 15,871 | $2.06M | 0.86% | +1,461+10.1% | Added |
| Basso Capital Management, L.P. | 15,880 | $2.06M | 2.22% | +15,880 | New |
| Barings LLC | 15,900 | $2.07M | 0.07% | −6,056−27.6% | Reduced |
| LaSalle St. Investment Advisors, LLC | 15,908 | $2.07M | 0.98% | +15,908 | New |
| Wallace Advisory Group, LLC | 15,956 | $2.07M | 1.64% | +15,956 | New |
| Aspen Investment Management Inc | 15,981 | $2.08M | 1.36% | −2,633−14.1% | Reduced |
| Greenwich Investment Management, Inc. | 15,993 | $2.08M | 1.66% | −15−0.1% | Reduced |
| Tradewinds Capital Management, LLC | 16,001 | $2.08M | 0.97% | +930+6.2% | Added |
| Thornburg Investment Management Inc | 16,000 | $2.08M | 0.04% | −14,176−47.0% | Reduced |
| Legacy Bridge, LLC | 16,004 | $2.08M | 1.48% | +1,916+13.6% | Added |
| Freedom Wealth Alliance, LLC | 16,024 | $2.08M | 2.94% | +16,024 | New |
| Forza Wealth Management, LLC | 16,026 | $2.08M | 1.38% | +16,026 | New |
| Benedetti & Gucer, Inc. | 16,068 | $2.09M | 1.53% | −739−4.4% | Reduced |
| Bond & Devick Financial Network, Inc. | 16,066 | $2.09M | 1.49% | +20.0% | Added |
| Aft, Forsyth & Sober, LLC | 16,100 | $2.09M | 0.94% | 00.0% | Unchanged |
| Leo H. Evart, Inc. | 16,101 | $2.09M | 3.16% | +107+0.7% | Added |
| Parker Investment Management, LLC | 16,111 | $2.09M | 0.54% | −392−2.4% | Reduced |
| Elkhorn Partners Limited Partnership | 16,135 | $2.10M | 1.43% | −110−0.7% | Reduced |
| Harvey Investment Co LLC | 16,142 | $2.10M | 0.27% | +2,450+17.9% | Added |
| Fenimore Asset Management Inc | 16,154 | $2.10M | 0.06% | −20.0% | Reduced |
| Opal Wealth Advisors, LLC | 16,198 | $2.10M | 1.16% | −82−0.5% | Reduced |
| Planned Solutions, Inc. | 16,218 | $2.11M | 1.54% | −608−3.6% | Reduced |
| VisionPoint Advisory Group, LLC | 13,701 | $2.11M | 0.87% | −4,063−22.9% | Reduced |
| Northwest Quadrant Wealth Management, LLC | 16,252 | $2.11M | 0.64% | +4,841+42.4% | Added |
| Pointe Capital Management LLC | 16,267 | $2.11M | 1.63% | +86+0.5% | Added |
| Scarborough Advisors, LLC | 16,294 | $2.12M | 0.57% | −1,049−6.0% | Reduced |
| Retirement Income Solutions, Inc | 16,334 | $2.12M | 0.67% | −201−1.2% | Reduced |
| Newman & Schimel, LLC | 16,337 | $2.12M | 0.96% | +4,022+32.7% | Added |
| Islay Capital Management, LLC | 16,348 | $2.12M | 2.44% | +37+0.2% | Added |
| Reuter James Wealth Management, LLC | 16,383 | $2.13M | 1.55% | −54−0.3% | Reduced |
| CCG Wealth Management, LLC | 16,433 | $2.14M | 1.19% | +908+5.8% | Added |
| Investors Research Corp | 16,444 | $2.14M | 0.58% | −143−0.9% | Reduced |
| Bridgewater Associates, LP | 16,473 | $2.14M | 0.01% | −260,133−94.0% | Reduced |
| Milestone Advisory Partners | 16,481 | $2.14M | 1.59% | −824−4.8% | Reduced |
| Etfidea, LLC | 16,482 | $2.14M | 0.99% | −268−1.6% | Reduced |
| BCGM Wealth Management, LLC | 16,496 | $2.14M | 1.04% | −109−0.7% | Reduced |
| Green Alpha Advisors, LLC | 16,507 | $2.15M | 1.78% | +7,731+88.1% | Added |
| Liberty One Investment Management, LLC | 16,548 | $2.15M | 0.31% | +808+5.1% | Added |
| Kelly Financial Services LLC | 16,567 | $2.15M | 1.13% | +4,460+36.8% | Added |
| WealthTrust Asset Management, LLC | 16,584 | $2.15M | 2.08% | −1,644−9.0% | Reduced |
| Greylin Investment Mangement Inc | 16,641 | $2.16M | 0.40% | −50−0.3% | Reduced |
| Luts & Greenleigh Group, Inc | 16,697 | $2.17M | 2.75% | +16,697 | New |
| Droms Strauss Advisors Inc | 16,725 | $2.17M | 1.00% | −60.0% | Reduced |
| Family Asset Management, LLC | 16,738 | $2.17M | 1.81% | +16,738 | New |
| Cookson Peirce & Co Inc | 16,752 | $2.18M | 0.14% | −6,037−26.5% | Reduced |
| Alamar Capital Management, LLC | 16,786 | $2.18M | 2.24% | −300−1.8% | Reduced |
| Pinnacle Wealth Management Group, Inc. | 16,827 | $2.19M | 1.94% | −19,702−53.9% | Reduced |
| Balyasny Asset Management LLC | 16,855 | $2.19M | 0.01% | −22,537−57.2% | Reduced |
| Conservest Capital Advisors, Inc. | 16,894 | $2.20M | 0.28% | – | – |
| Legal Advantage Investments, Inc. | 16,931 | $2.20M | 1.81% | −267−1.6% | Reduced |
| Flaharty Asset Management, LLC | 16,944 | $2.20M | 0.41% | −564−3.2% | Reduced |
| Colton Groome Financial Advisors, LLC | 16,973 | $2.21M | 1.08% | +6,284+58.8% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 17,000 | $2.21M | 1.54% | 00.0% | Unchanged |
| CPA Asset Management LLC | 17,004 | $2.21M | 1.69% | +17,004 | New |
| XTX Topco Ltd | 17,014 | $2.21M | 0.47% | +17,014 | New |
| Caliber Wealth Management, LLC | 17,024 | $2.21M | 1.69% | −3,777−18.2% | Reduced |
| Kelman-Lazarov, Inc. | 17,025 | $2.21M | 0.62% | −280−1.6% | Reduced |
| Coyle Financial Counsel LLC | 17,112 | $2.22M | 1.07% | −8,397−32.9% | Reduced |
| Snider Financial Group | 17,130 | $2.23M | 1.23% | +3,192+22.9% | Added |
| Sterling Manor Financial, LLC | 17,146 | $2.23M | 2.47% | +3,050+21.6% | Added |
| Firestone Capital Management | 17,169 | $2.23M | 0.83% | −778−4.3% | Reduced |
| Werlinich Asset Management, LLC | 17,200 | $2.23M | 2.07% | −200−1.1% | Reduced |
| Campion Asset Management LLC | 17,305 | $2.25M | 2.21% | +100+0.6% | Added |
| Dixon Fnancial Services, Inc. | 17,307 | $2.25M | 1.59% | +39+0.2% | Added |
| Rooted Wealth Advisors, Inc. | 17,342 | $2.25M | 1.89% | +17,342 | New |
| Rayliant Investment Research | 17,344 | $2.25M | 32.45% | +17,344 | New |
| Difesa Capital Management, LP | 17,390 | $2.26M | 1.76% | +80+0.5% | Added |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 17,394 | $2.26M | 1.47% | +400+2.4% | Added |
| G&S Capital LLC | 17,407 | $2.26M | 1.00% | −13,273−43.3% | Reduced |
| Alesco Advisors LLC | 17,424 | $2.26M | 0.09% | +219+1.3% | Added |
| Tobias Financial Advisors, Inc. | 17,457 | $2.27M | 0.75% | +150+0.9% | Added |
| Okabena Investment Services Inc | 17,466 | $2.27M | 1.63% | −18,905−52.0% | Reduced |
| Archetype Wealth Partners | 17,473 | $2.27M | 0.58% | +3,383+24.0% | Added |