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 |
|---|---|---|---|---|---|
| Lake Hills Wealth Management, LLC | 17,501 | $2.27M | 2.27% | +17,501 | New |
| Cedrus LLC | 17,516 | $2.28M | 1.83% | +129+0.7% | Added |
| Geometric Wealth Advisors | 17,526 | $2.28M | 0.92% | +38+0.2% | Added |
| John W. Brooker & Co., CPAs | 17,546 | $2.28M | 1.49% | −6,743−27.8% | Reduced |
| Opus Capital Group, LLC | 17,552 | $2.28M | 0.44% | −696−3.8% | Reduced |
| Investors Asset Management of Georgia Inc | 17,575 | $2.28M | 1.19% | −57−0.3% | Reduced |
| Financial Guidance Group, Inc. | 17,642 | $2.29M | 1.87% | −30.0% | Reduced |
| Sassicaia Capital Advisers LLC | 17,700 | $2.30M | 5.72% | +17,700 | New |
| Phoenix Wealth Advisors | 17,716 | $2.30M | 1.38% | −15,144−46.1% | Reduced |
| Single Point Partners, LLC | 17,717 | $2.30M | 0.55% | −14,027−44.2% | Reduced |
| Praetorian Wealth Management, Inc. | 17,738 | $2.30M | 0.83% | +9,868+125.4% | Added |
| Versant Capital Management, Inc | 17,741 | $2.31M | 0.83% | −485−2.7% | Reduced |
| Bank Pictet & Cie (Asia) Ltd | 17,748 | $2.31M | 0.83% | +91+0.5% | Added |
| West Bancorporation Inc | 17,766 | $2.31M | 1.71% | −130−0.7% | Reduced |
| Running Point Capital Advisors, LLC | 17,802 | $2.31M | 1.42% | +115+0.7% | Added |
| EdgeRock Capital LLC | 17,831 | $2.32M | 1.29% | +393+2.3% | Added |
| NinePointTwo Capital | 17,836 | $2.32M | 0.96% | +1,056+6.3% | Added |
| Better Money Decisions, LLC | 17,840 | $2.32M | 2.01% | +1,349+8.2% | Added |
| Eagle Harbor Asset Management Inc | 17,877 | $2.32M | 3.41% | −44−0.2% | Reduced |
| Veritas Investment Partners (UK) Ltd. | 17,942 | $2.33M | 0.07% | −1,047−5.5% | Reduced |
| Northstar Advisory Group, LLC | 17,943 | $2.33M | 1.84% | −12,480−41.0% | Reduced |
| CJM Wealth Advisers, Ltd. | 17,963 | $2.33M | 1.44% | +94+0.5% | Added |
| Wealth Management Solutions, LLC | 17,963 | $2.33M | 1.23% | −691−3.7% | Reduced |
| Simplex Trading, LLC | 18,000 | $2.34M | 0.11% | +1,300+7.8% | Added |
| Renasant Bank | 18,008 | $2.34M | 1.77% | +4,291+31.3% | Added |
| Sharper & Granite LLC | 18,026 | $2.34M | 1.56% | +18,026 | New |
| Hurlow Wealth Management Group, Inc. | 18,028 | $2.34M | 1.22% | +729+4.2% | Added |
| Boothbay Fund Management, LLC | 18,080 | $2.35M | 0.08% | −9,262−33.9% | Reduced |
| Acorn Wealth Advisors, LLC | 18,093 | $2.35M | 1.80% | +471+2.7% | Added |
| GEM Asset Management, LLC | 18,113 | $2.35M | 2.02% | +18,113 | New |
| Pathway Financial Advisors LLC | 18,114 | $2.35M | 0.73% | +53+0.3% | Added |
| Red Cedar Capital, LLC | 18,135 | $2.36M | 1.49% | 00.0% | Unchanged |
| Rain Capital Management, LLC | 18,182 | $2.36M | 1.77% | +18,182 | New |
| Oldfather Financial Services, LLC | 18,183 | $2.36M | 1.35% | −359−1.9% | Reduced |
| Greenup Street Wealth Management LLC | 18,191 | $2.36M | 0.99% | +273+1.5% | Added |
| Crumly & Associates Inc. | 18,194 | $2.36M | 0.89% | −3,507−16.2% | Reduced |
| Sustainable Insight Capital Management, LLC | 18,201 | $2.36M | 2.67% | +289+1.6% | Added |
| Virginia Wealth Management Group, Inc. | 18,203 | $2.37M | 1.64% | +71+0.4% | Added |
| KLR Investment Advisors, LLC | 18,208 | $2.37M | 1.95% | +18,208 | New |
| First Bank & Trust | 18,241 | $2.37M | 0.66% | −133−0.7% | Reduced |
| Epiq Partners, LLC | 18,317 | $2.38M | 1.58% | −65−0.4% | Reduced |
| AllSquare Wealth Management LLC | 18,329 | $2.38M | 1.63% | −100−0.5% | Reduced |
| NCM Capital Management, LLC | 18,366 | $2.39M | 1.57% | +8,512+86.4% | Added |
| Great Point Wealth Advisors, LLC | 18,367 | $2.39M | 0.80% | +11+0.1% | Added |
| John G Ullman & Associates Inc | 18,378 | $2.39M | 0.38% | −342−1.8% | Reduced |
| ESG Planning | 18,441 | $2.40M | 2.96% | −15,155−45.1% | Reduced |
| Mayport, LLC | 18,476 | $2.40M | 1.79% | +818+4.6% | Added |
| Financial Connections Group, Inc. | 18,485 | $2.40M | 1.89% | +1,546+9.1% | Added |
| Von Berge Wealth Management Group, LLC | 16,466 | $2.40M | 2.16% | −2,890−14.9% | Reduced |
| Latitude Advisors, LLC | 18,496 | $2.40M | 1.80% | −1,248−6.3% | Reduced |
| Kellett Schaffner Wealth Advisors LLC | 18,504 | $2.40M | 2.33% | +752+4.2% | Added |
| Whelan Financial | 18,505 | $2.40M | 1.45% | +9,827+113.2% | Added |
| Towerpoint Wealth, LLC | 18,563 | $2.41M | 1.39% | +218+1.2% | Added |
| Summit Wealth Partners, LLC | 18,573 | $2.41M | 0.64% | −112−0.6% | Reduced |
| Aspen Wealth Strategies, LLC | 18,578 | $2.41M | 1.93% | +18,578 | New |
| Eagle Bay Advisors LLC | 18,595 | $2.42M | 1.36% | −6,967−27.3% | Reduced |
| Gries Financial LLC | 18,593 | $2.42M | 0.80% | −697−3.6% | Reduced |
| Autumn Glory Partners, LLC | 18,601 | $2.42M | 1.29% | +3,166+20.5% | Added |
| Brainard Capital Management LLC | 18,629 | $2.42M | 2.05% | +18,629 | New |
| Covenant Partners, LLC | 18,633 | $2.42M | 0.97% | +209+1.1% | Added |
| Lane & Associates LLC | 18,664 | $2.43M | 2.30% | +18,664 | New |
| Paul Damon & Associates, Inc. | 18,687 | $2.43M | 1.98% | +18,687 | New |
| MEMBERS Trust Co | 18,692 | $2.43M | 0.08% | −492−2.6% | Reduced |
| Wealth Advisors of Iowa, LLC | 18,702 | $2.43M | 1.99% | +236+1.3% | Added |
| Echo Wealth Management, LLC | 18,048 | $2.43M | 2.59% | −481−2.6% | Reduced |
| JJJ Advisors Inc. | 18,232 | $2.43M | 0.69% | −1,906−9.5% | Reduced |
| Arabesque Asset Management Ltd | 18,727 | $2.43M | 0.82% | +3,786+25.3% | Added |
| Resolute Financial, LLC | 18,749 | $2.44M | 2.07% | +445+2.4% | Added |
| Sterling Group Wealth Management, LLC | 18,752 | $2.44M | 2.40% | +18,752 | New |
| Galibier Capital Management Ltd. | 18,760 | $2.44M | 0.49% | +10,705+132.9% | Added |
| Coppell Advisory Solutions LLC | 18,767 | $2.44M | 0.87% | +18,767 | New |
| Coppell Advisory Solutions Corp. | 18,767 | $2.44M | 0.87% | +18,767 | New |
| GeoWealth Management, LLC | 18,798 | $2.44M | 0.26% | −6,412−25.4% | Reduced |
| R. W. Roge & Company, Inc. | 18,802 | $2.44M | 1.62% | +10+0.1% | Added |
| Bridgewealth Advisory Group, LLC | 18,828 | $2.45M | 4.80% | +18,828 | New |
| Providence First Trust Co | 18,861 | $2.45M | 1.44% | 00.0% | Unchanged |
| American State Bank (Iowa) | 18,889 | $2.45M | 1.89% | +700+3.8% | Added |
| One + One Wealth Management, LLC | 18,957 | $2.46M | 1.72% | −733−3.7% | Reduced |
| Catalyst Wealth Management, LLC | 18,990 | $2.47M | 2.33% | +18,990 | New |
| Nottingham Advisors, Inc. | 18,997 | $2.47M | 0.33% | +887+4.9% | Added |
| Mosaic Advisors LLC | 19,053 | $2.48M | 2.10% | +168+0.9% | Added |
| Grant Street Asset Management, Inc. | 19,082 | $2.48M | 1.07% | −6,833−26.4% | Reduced |
| Tennessee Valley Asset Management Partners | 19,106 | $2.48M | 0.86% | −5,222−21.5% | Reduced |
| Compass Capital Management, Inc | 19,112 | $2.48M | 0.20% | +1,326+7.5% | Added |
| Briggs Advisory Group, Inc. | 19,114 | $2.48M | 1.58% | +5,915+44.8% | Added |
| Aspire Private Capital, LLC | 19,142 | $2.49M | 0.89% | −1,459−7.1% | Reduced |
| Walker Asset Management, LLC | 19,178 | $2.49M | 2.16% | +309+1.6% | Added |
| Wolff Financial Management LLC | 19,180 | $2.49M | 0.92% | −141−0.7% | Reduced |
| Aprio Wealth Management, LLC | 19,219 | $2.50M | 0.88% | −1,086−5.3% | Reduced |
| Trust Co | 19,324 | $2.51M | 0.41% | −5,158−21.1% | Reduced |
| Lorne Steinberg Wealth Management Inc. | 19,344 | $2.51M | 1.08% | +276+1.4% | Added |
| Rainey & Randall Investment Management Inc. | 19,418 | $2.52M | 0.89% | −429−2.2% | Reduced |
| Athena Investment Management | 19,428 | $2.52M | 1.85% | +778+4.2% | Added |
| LVZ Advisors, Inc. | 19,475 | $2.53M | 0.39% | +6,895+54.8% | Added |
| Proffitt & Goodson Inc | 19,480 | $2.53M | 0.54% | −198−1.0% | Reduced |
| Scharf Investments, LLC | 19,495 | $2.53M | 0.08% | −867−4.3% | Reduced |
| Pensionmark Financial Group, LLC | 19,496 | $2.53M | 0.58% | −11,720−37.5% | Reduced |
| Sustainable Growth Advisers, LP | 19,556 | $2.54M | 0.02% | 00.0% | Unchanged |
| Weiss Multi-Strategy Advisers LLC | 19,559 | $2.54M | 0.07% | −41,307−67.9% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 19,600 | $2.55M | 1.99% | −243−1.2% | Reduced |