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 |
|---|---|---|---|---|---|
| SAM Advisors, LLC | 24,337 | $3.16M | 1.39% | +1,477+6.5% | Added |
| O'Brien Wealth Partners LLC | 24,344 | $3.16M | 1.26% | −1,465−5.7% | Reduced |
| Rockbridge Investment Management, LCC | 24,372 | $3.17M | 0.64% | −1,223−4.8% | Reduced |
| Legacy Financial Strategies, LLC | 24,407 | $3.17M | 1.31% | +1,144+4.9% | Added |
| Lantz Financial LLC | 24,431 | $3.17M | 1.44% | +976+4.2% | Added |
| Advance Capital Management, Inc. | 24,442 | $3.18M | 0.42% | −394−1.6% | Reduced |
| Missouri Trust & Investment Co | 24,449 | $3.18M | 1.91% | −459−1.8% | Reduced |
| GQG Partners LLC | 24,458 | $3.18M | 0.01% | −3,761,250−99.4% | Reduced |
| Deltec Asset Management LLC | 24,482 | $3.18M | 0.91% | −3,750−13.3% | Reduced |
| Pacific Capital Wealth Advisors, Inc | 24,502 | $3.18M | 0.82% | −4,698−16.1% | Reduced |
| Lifeworks Advisors, LLC | 24,511 | $3.18M | 1.79% | −1,384−5.3% | Reduced |
| Foundation Wealth Management, LLC | 24,518 | $3.19M | 3.23% | +24,518 | New |
| Lewis Capital Management, LLC | 24,557 | $3.19M | 4.88% | −128−0.5% | Reduced |
| Tevis Investment Management | 24,567 | $3.19M | 3.40% | −1,915−7.2% | Reduced |
| Paragon Capital Management Ltd | 24,567 | $3.19M | 0.85% | −235−0.9% | Reduced |
| Centennial Bank | 24,577 | $3.19M | 1.83% | +24,577 | New |
| Windsor Capital Management, LLC | 24,578 | $3.19M | 1.16% | −128−0.5% | Reduced |
| Horan Securities, Inc. | 24,589 | $3.19M | 1.80% | +1,310+5.6% | Added |
| Massachusetts Wealth Management | 22,296 | $3.22M | 3.11% | +22,296 | New |
| Dividend Assets Capital, LLC | 24,820 | $3.23M | 0.68% | −2,058−7.7% | Reduced |
| Curran Financial Partners, LLC | 24,842 | $3.23M | 1.56% | −1,737−6.5% | Reduced |
| Southern Capital Advisors, LLC | 24,846 | $3.23M | 2.50% | −129−0.5% | Reduced |
| WPWealth LLP | 24,916 | $3.24M | 1.69% | +24,916 | New |
| Mendel Capital Management LLC | 24,920 | $3.24M | 3.38% | +1,508+6.4% | Added |
| Kraematon Investment Advisors, Inc | 24,951 | $3.24M | 3.52% | +516+2.1% | Added |
| Auto-Owners Insurance Co | 25,000 | $3.25M | 0.12% | +25,000 | New |
| Bassett Hargrove Investment Counsel, LLC | 25,064 | $3.25M | 6.08% | −812−3.1% | Reduced |
| Rosenbaum Jay D. | 25,025 | $3.25M | 7.02% | −474−1.9% | Reduced |
| Weik Capital Management | 25,088 | $3.26M | 1.52% | −140−0.6% | Reduced |
| My Personal CFO, LLC | 1,912 | $3.26M | 3.23% | 00.0% | Unchanged |
| Doliver Advisors, LP | 25,115 | $3.26M | 1.07% | +319+1.3% | Added |
| OmniStar Financial Group, Inc. | 25,126 | $3.26M | 3.71% | +257+1.0% | Added |
| Dodge & Cox | 25,156 | $3.27M | 0.00% | −16,000−38.9% | Reduced |
| Ssi Investment Management LLC | 25,196 | $3.27M | 0.21% | −22−0.1% | Reduced |
| First Financial Corp | 25,199 | $3.27M | 2.01% | −8,274−24.7% | Reduced |
| Royal Capital Wealth Management, LLC | 25,224 | $3.28M | 3.48% | −5,858−18.8% | Reduced |
| Accel Wealth Management | 25,282 | $3.28M | 1.57% | +348+1.4% | Added |
| James J. Burns & Company, LLC | 25,280 | $3.29M | 1.34% | −528−2.0% | Reduced |
| Black Diamond Financial, LLC | 25,296 | $3.29M | 1.19% | −669−2.6% | Reduced |
| Sara-Bay Financial | 25,295 | $3.29M | 1.85% | −1,797−6.6% | Reduced |
| Richard W. Paul & Associates, LLC | 25,320 | $3.29M | 1.66% | +25,320 | New |
| Guild Investment Management, Inc. | 25,328 | $3.29M | 5.64% | −531−2.1% | Reduced |
| Cooper/Haims Advisors, LLC | 25,372 | $3.30M | 2.34% | −284−1.1% | Reduced |
| Cox Capital Mgt LLC | 25,440 | $3.31M | 2.15% | +295+1.2% | Added |
| Heron Financial Group, LLC | 26,479 | $3.31M | 2.21% | −62−0.2% | Reduced |
| Cornerstone Planning Group LLC | 24,485 | $3.31M | 1.39% | +24,485 | New |
| DDFG, Inc | 25,513 | $3.31M | 1.37% | +25,513 | New |
| Financial Advisors, LLC | 25,533 | $3.32M | 0.91% | +747+3.0% | Added |
| Altman Advisors, Inc. | 24,859 | $3.32M | 2.05% | −798−3.1% | Reduced |
| Hyperion Partners, LLC | 25,584 | $3.32M | 3.18% | +25,584 | New |
| Gould Asset Management LLC | 25,593 | $3.33M | 1.00% | −643−2.5% | Reduced |
| Primoris Wealth Advisors, LLC | 25,618 | $3.33M | 5.13% | +414+1.6% | Added |
| WESCAP Management Group, Inc. | 25,681 | $3.34M | 1.17% | −20−0.1% | Reduced |
| One Day In July LLC | 25,747 | $3.35M | 0.69% | +5,847+29.4% | Added |
| Matrix Private Capital Group LLC | 25,780 | $3.35M | 2.18% | +468+1.8% | Added |
| STAR Financial Bank | 25,783 | $3.35M | 3.32% | +25,783 | New |
| Icapital Wealth LLC | 25,815 | $3.35M | 2.59% | −17,220−40.0% | Reduced |
| New World Advisors LLC | 25,819 | $3.35M | 1.14% | −100−0.4% | Reduced |
| Engrave Wealth Partners LLC | 24,816 | $3.36M | 1.17% | +556+2.3% | Added |
| Lumature Wealth Partners, LLC | 25,825 | $3.36M | 1.88% | −792−3.0% | Reduced |
| Castle Wealth Management LLC | 25,849 | $3.36M | 2.11% | −3,380−11.6% | Reduced |
| Prosperity Wealth Management, Inc. | 25,859 | $3.36M | 3.34% | +25,859 | New |
| Allen Capital Group, LLC | 25,861 | $3.36M | 3.34% | −52,962−67.2% | Reduced |
| Archvest Wealth Advisors, Inc. | 25,861 | $3.36M | 3.34% | +317+1.2% | Added |
| Addison Capital Co | 25,890 | $3.36M | 2.15% | −1,245−4.6% | Reduced |
| Abacus Wealth Partners, LLC | 25,909 | $3.37M | 1.20% | −193−0.7% | Reduced |
| ShoreHaven Wealth Partners, LLC | 25,929 | $3.37M | 2.37% | −1,958−7.0% | Reduced |
| Gould Capital, LLC | 25,945 | $3.37M | 2.69% | −769−2.9% | Reduced |
| Magnolia Capital Management Ltd | 25,966 | $3.37M | 3.29% | +300+1.2% | Added |
| Perpetual Investment Management Ltd | 26,020 | $3.38M | 0.40% | +520+2.0% | Added |
| Knollwood Investment Advisory, LLC | 26,044 | $3.38M | 1.33% | +26,044 | New |
| Sunflower Bank, N.A. | 26,084 | $3.39M | 0.74% | −1,617−5.8% | Reduced |
| AXS Investments LLC | 26,091 | $3.39M | 1.21% | −1,406−5.1% | Reduced |
| Wealth Quarterback LLC | 26,136 | $3.40M | 2.82% | −487−1.8% | Reduced |
| McRae Capital Management Inc | 26,173 | $3.40M | 0.99% | −4,470−14.6% | Reduced |
| Laird Norton Trust Company, LLC | 26,193 | $3.40M | 0.48% | +8,920+51.6% | Added |
| Richard P Slaughter Associates Inc | 26,276 | $3.41M | 1.08% | −1,019−3.7% | Reduced |
| Libra Wealth LLC | 26,388 | $3.43M | 2.76% | +2,910+12.4% | Added |
| Farther Finance Advisors, LLC | 26,401 | $3.43M | 1.33% | +26,401 | New |
| White Knight Strategic Wealth Advisors, LLC | 26,405 | $3.43M | 4.71% | −164−0.6% | Reduced |
| Arista Wealth Management, LLC | 26,419 | $3.44M | 2.17% | +26,419 | New |
| Cognios Beta Neutral Large Cap Fund, LP | 26,512 | $3.44M | 3.31% | +26,512 | New |
| Tectonic Advisors LLC | 26,524 | $3.45M | 0.53% | +4,678+21.4% | Added |
| Nvest Financial, LLC | 26,539 | $3.45M | 4.31% | +813+3.2% | Added |
| Argus Investors' Counsel, Inc. | 26,583 | $3.45M | 2.77% | +310+1.2% | Added |
| Unison Asset Management LLC | 26,615 | $3.46M | 2.87% | +228+0.9% | Added |
| Cutler Investment Counsel LLC | 26,696 | $3.47M | 0.53% | −404−1.5% | Reduced |
| Core Wealth Partners LLC | 126,543 | $3.47M | 4.30% | +126,543 | New |
| Comprehensive Financial Consultants Institutional, Inc. | 26,024 | $3.47M | 2.12% | +1,016+4.1% | Added |
| Fortem Financial Group, LLC | 26,755 | $3.48M | 2.04% | −34−0.1% | Reduced |
| Reik & Co., LLC | 26,767 | $3.48M | 1.00% | −500−1.8% | Reduced |
| Schrum Private Wealth Management LLC | 26,768 | $3.48M | 4.12% | −1,869−6.5% | Reduced |
| Brooks, Moore & Associates, Inc. | 26,790 | $3.48M | 2.54% | −547−2.0% | Reduced |
| Intellectus Partners, LLC | 26,792 | $3.48M | 1.21% | −772−2.8% | Reduced |
| M. Kraus & Co | 26,851 | $3.49M | 1.29% | +3,412+14.6% | Added |
| Alterna Wealth Management, Inc | 26,851 | $3.49M | 3.91% | +208+0.8% | Added |
| Park Place Capital Corp | 26,852 | $3.49M | 0.98% | +26,852 | New |
| Quaker Wealth Management, LLC | 26,923 | $3.50M | 1.77% | −682−2.5% | Reduced |
| Marshall & Sullivan Inc | 26,982 | $3.51M | 2.20% | +10,271+61.5% | Added |
| Deuterium Capital Management, LLC | 27,000 | $3.51M | 10.46% | 00.0% | Unchanged |