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 |
|---|---|---|---|---|---|
| Creegan & Nassoura Financial Group, LLC | 19,600 | $2.55M | 1.99% | −243−1.2% | Reduced |
| Verity Asset Management, Inc. | 19,631 | $2.55M | 2.18% | +17,819+983.4% | Added |
| Three Bridge Wealth Advisors, LLC | 19,620 | $2.55M | 1.37% | −282−1.4% | Reduced |
| Beck Capital Management, LLC | 19,646 | $2.55M | 1.07% | −211−1.1% | Reduced |
| Wealthspan Partners, LLC | 19,664 | $2.55M | 2.33% | −11−0.1% | Reduced |
| Cumberland Advisors Inc | 19,755 | $2.57M | 1.11% | 00.0% | Unchanged |
| Spectrum Asset Management, Inc. (NB/CA) | 19,790 | $2.57M | 1.25% | −909−4.4% | Reduced |
| First Citizens Financial Corp | 19,816 | $2.58M | 2.22% | +4,437+28.9% | Added |
| Fortress Wealth Group, LLC | 19,869 | $2.58M | 1.80% | +296+1.5% | Added |
| Cornercap Investment Counsel Inc | 19,877 | $2.58M | 0.45% | −2,932−12.9% | Reduced |
| First National Bank Sioux Falls | 19,894 | $2.58M | 1.87% | +933+4.9% | Added |
| EHP Funds Inc. | 19,900 | $2.59M | 0.54% | −1,300−6.1% | Reduced |
| Red Cedar Investment Management, LLC | 19,906 | $2.59M | 0.41% | −1,511−7.1% | Reduced |
| Emerald Advisors, LLC | 19,908 | $2.59M | 0.72% | −175−0.9% | Reduced |
| Obsidian Personal Planning Solutions LLC | 19,921 | $2.59M | 4.15% | +3,480+21.2% | Added |
| Rock Creek Group, LP | 19,963 | $2.59M | 0.32% | −259−1.3% | Reduced |
| Kendall Capital Management | 19,985 | $2.60M | 1.31% | −75−0.4% | Reduced |
| Relative Value Partners Group, LLC | 19,998 | $2.60M | 0.18% | +6,708+50.5% | Added |
| Independent Wealth Network Inc. | 19,999 | $2.60M | 1.78% | +407+2.1% | Added |
| United Fire Group Inc | 20,000 | $2.60M | 1.54% | 00.0% | Unchanged |
| Viking Fund Management LLC | 20,000 | $2.60M | 0.52% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 20,001 | $2.60M | 0.08% | +321+1.6% | Added |
| Pinnacle Holdings, LLC | 20,011 | $2.60M | 1.16% | −1,640−7.6% | Reduced |
| Morris Retirement Advisors, LLC | 20,014 | $2.60M | 2.04% | −618−3.0% | Reduced |
| Capital Planning LLC | 20,050 | $2.61M | 1.16% | −2,613−11.5% | Reduced |
| Tributary Capital Management, LLC | 20,057 | $2.61M | 0.26% | −1,330−6.2% | Reduced |
| TD Capital Management LLC | 20,085 | $2.61M | 0.34% | +107+0.5% | Added |
| Goodman Advisory Group, LLC | 20,098 | $2.61M | 1.52% | −738−3.5% | Reduced |
| Provident Wealth Management, LLC | 20,110 | $2.61M | 1.53% | −2,142−9.6% | Reduced |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $2.61M | 2.59% | 00.0% | Unchanged |
| Loudon Investment Management, LLC | 20,121 | $2.61M | 1.89% | +165+0.8% | Added |
| Ruedi Wealth Management, Inc. | 20,121 | $2.61M | 1.85% | +20,121 | New |
| Summit Wealth & Retirement Planning, Inc. | 20,134 | $2.62M | 1.06% | −886−4.2% | Reduced |
| Birmingham Capital Management Co Inc | 20,167 | $2.62M | 0.99% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 20,176 | $2.62M | 2.49% | +890+4.6% | Added |
| Houlihan Financial Resource Group, Ltd. | 18,566 | $2.63M | 1.52% | −495−2.6% | Reduced |
| Fosun International Ltd | 20,252 | $2.63M | 0.23% | +1,685+9.1% | Added |
| Narus Financial Partners, LLC | 20,257 | $2.63M | 1.52% | −495−2.4% | Reduced |
| Campbell Wealth Management | 20,398 | $2.65M | 0.37% | −73−0.4% | Reduced |
| Viawealth, LLC | 20,399 | $2.65M | 2.18% | +20,399 | New |
| Intelligent Financial Strategies | 20,544 | $2.67M | 2.25% | +456+2.3% | Added |
| Beirne Wealth Consulting Services, LLC | 20,544 | $2.67M | 1.32% | −318−1.5% | Reduced |
| Alliance Wealth Advisors, LLC | 20,580 | $2.67M | 2.23% | −909−4.2% | Reduced |
| Legacy Wealth Asset Management, LLC | 20,595 | $2.68M | 1.02% | −174−0.8% | Reduced |
| Vahanian & Associates Financial Planning Inc. | 20,609 | $2.68M | 8.76% | −90−0.4% | Reduced |
| FMB Wealth Management | 20,628 | $2.68M | 3.45% | +20,628 | New |
| Austin Asset Management Co Inc | 19,481 | $2.69M | 0.97% | 00.0% | Unchanged |
| F3Logic, LLC | 20,722 | $2.69M | 0.57% | −423−2.0% | Reduced |
| Gallagher Benefit Services, Inc. | 20,722 | $2.69M | 0.57% | +20,722 | New |
| Kearns & Associates LLC | 20,728 | $2.69M | 2.83% | +16,000+338.4% | Added |
| Hilltop Partners LLC | 20,770 | $2.70M | 1.44% | +20,770 | New |
| Capstone Wealth Management Group, LLC | 20,772 | $2.70M | 2.90% | −812−3.8% | Reduced |
| McGowan Group Asset Management, Inc. | 20,826 | $2.71M | 0.43% | +450+2.2% | Added |
| Heritage Wealth Partners, LLC | 18,438 | $2.71M | 2.49% | +18,438 | New |
| Alpha DNA Investment Management LLC | 20,856 | $2.71M | 1.44% | +7,416+55.2% | Added |
| Firethorn Wealth Partners, LLC | 20,869 | $2.71M | 2.29% | +1,087+5.5% | Added |
| apricus wealth, LLC | 20,897 | $2.72M | 2.47% | −1,660−7.4% | Reduced |
| Navellier & Associates Inc | 20,926 | $2.72M | 0.55% | +302+1.5% | Added |
| Jacobsen Capital Management | 20,934 | $2.72M | 1.45% | −2,267−9.8% | Reduced |
| FSA Wealth Management LLC | 20,937 | $2.72M | 1.58% | −452−2.1% | Reduced |
| McAlister, Sweet & Associates, Inc. | 20,951 | $2.72M | 4.03% | +31+0.1% | Added |
| Detalus Advisors, LLC | 20,989 | $2.73M | 1.33% | +2,703+14.8% | Added |
| Redwood Wealth Management Group, LLC | 21,013 | $2.73M | 3.41% | +21,013 | New |
| TNF LLC | 18,031 | $2.74M | 1.24% | −1,017−5.3% | Reduced |
| Linden Thomas Advisory Services, LLC | 21,073 | $2.74M | 0.77% | +21,073 | New |
| Glass Jacobson Investment Advisors llc | 21,087 | $2.74M | 1.36% | +21,087 | New |
| 4J Wealth Management LLC | 21,128 | $2.75M | 3.19% | +9,312+78.8% | Added |
| Cardinal Strategic Wealth Guidance | 21,159 | $2.75M | 1.32% | −875−4.0% | Reduced |
| Schulhoff & Co Inc | 21,172 | $2.75M | 1.27% | −1,190−5.3% | Reduced |
| Camden National Bank | 21,196 | $2.75M | 0.57% | −1,744−7.6% | Reduced |
| Berkshire Money Management, Inc. | 21,207 | $2.76M | 0.44% | −1,187−5.3% | Reduced |
| Magnetar Financial LLC | 21,278 | $2.77M | 0.05% | +21,278 | New |
| Outlook Wealth Advisors, LLC | 21,296 | $2.77M | 1.31% | −21−0.1% | Reduced |
| AAFMAA Wealth Management & Trust LLC | 21,296 | $2.77M | 2.50% | −1,873−8.1% | Reduced |
| OneAscent Wealth Management LLC | 21,295 | $2.77M | 1.30% | +1,121+5.6% | Added |
| Mendel Money Management | 21,296 | $2.77M | 1.57% | −1,034−4.6% | Reduced |
| Israel Discount Bank of New York | 21,336 | $2.77M | 2.34% | −98−0.5% | Reduced |
| Capital Management Associates | 21,346 | $2.77M | 4.12% | −1,892−8.1% | Reduced |
| AAFCPAs Wealth Management, LLC | 21,384 | $2.78M | 1.98% | +217+1.0% | Added |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 21,388 | $2.78M | 3.94% | +3,070+16.8% | Added |
| Element Pointe Advisors, LLC | 21,398 | $2.78M | 0.99% | +5,138+31.6% | Added |
| S. R. Schill & Associates | 21,413 | $2.78M | 1.39% | −4,636−17.8% | Reduced |
| Eads & Heald Wealth Management | 21,444 | $2.79M | 1.42% | −73−0.3% | Reduced |
| Birchcreek Wealth Management, LLC | 21,457 | $2.79M | 2.48% | −23−0.1% | Reduced |
| Carr Financial Group Corp | 21,469 | $2.79M | 1.47% | +21,469 | New |
| Willner & Heller, LLC | 21,488 | $2.79M | 3.97% | −474−2.2% | Reduced |
| Bowman & Co S.C. | 21,498 | $2.79M | 2.17% | +517+2.5% | Added |
| BlueSky Wealth Advisors, LLC | 21,520 | $2.80M | 0.62% | −1,102−4.9% | Reduced |
| AlphaQ Advisors LLC | 21,535 | $2.80M | 2.43% | +21,535 | New |
| Salvus Wealth Management, LLC | 21,543 | $2.80M | 2.57% | +114+0.5% | Added |
| Bluesphere Advisors, LLC | 21,605 | $2.81M | 2.49% | −20,094−48.2% | Reduced |
| Worth Asset Management, LLC | 21,629 | $2.81M | 1.96% | +788+3.8% | Added |
| Wade Financial Advisory, Inc | 21,659 | $2.81M | 1.27% | −274−1.2% | Reduced |
| Shilanski & Associates, Inc. | 21,664 | $2.81M | 1.23% | −74,258−77.4% | Reduced |
| Ogorek Anthony Joseph | 21,680 | $2.82M | 1.22% | +15+0.1% | Added |
| TMD Wealth Management, LLC | 21,721 | $2.82M | 1.26% | +132+0.6% | Added |
| Tobam | 21,733 | $2.82M | 0.19% | +1,198+5.8% | Added |
| Watershed Private Wealth LLC | 21,737 | $2.82M | 2.14% | +21,737 | New |
| Integris Wealth Management, LLC | 21,748 | $2.83M | 1.10% | +21,748 | New |
| Granger Management LLC | 21,723 | $2.83M | 1.23% | −13,622−38.5% | Reduced |