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; 6,151 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 | 6,151 | $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, 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 |
|---|---|---|---|---|---|
| Heritage Financial Services, LLC | 27,027 | $3.51M | 0.89% | +1,498+5.9% | Added |
| WMG Financial Advisors, LLC | 27,033 | $3.51M | 2.99% | +28+0.1% | Added |
| Eaton Financial Holdings Company, LLC | 27,115 | $3.52M | 3.01% | +27,115 | New |
| Murphy, Middleton, Hinkle & Parker, Inc. | 27,127 | $3.52M | 2.21% | +901+3.4% | Added |
| KFA Private Wealth Group, LLC | 27,239 | $3.54M | 1.81% | +146+0.5% | Added |
| Guerra Pan Advisors, LLC | 27,241 | $3.54M | 4.84% | −1,258−4.4% | Reduced |
| Palumbo Wealth Management LLC | 27,310 | $3.55M | 2.82% | +1,722+6.7% | Added |
| Cascade Investment Advisors, Inc. | 27,322 | $3.55M | 2.96% | −145−0.5% | Reduced |
| Connective Capital Management, LLC | 27,356 | $3.55M | 1.29% | +27,356 | New |
| Factorial Partners, LLC | 27,360 | $3.55M | 2.72% | 00.0% | Unchanged |
| Premier Asset Management LLC | 27,364 | $3.56M | 4.47% | −12,249−30.9% | Reduced |
| Fullerton Fund Management Co Ltd. | 27,404 | $3.56M | 0.27% | −43,038−61.1% | Reduced |
| Five Oceans Advisors | 27,428 | $3.56M | 2.47% | −2,720−9.0% | Reduced |
| SFI Advisors, LLC | 27,436 | $3.56M | 3.87% | −20.0% | Reduced |
| Integrity Financial Corp | 27,458 | $3.57M | 3.41% | −307−1.1% | Reduced |
| Truvestments Capital LLC | 27,469 | $3.57M | 2.01% | −29−0.1% | Reduced |
| ERTS Wealth Advisors, LLC | 27,476 | $3.57M | 0.93% | +962+3.6% | Added |
| Syntal Capital Partners, LLC | 27,478 | $3.57M | 1.41% | 00.0% | Unchanged |
| Hamilton Capital, LLC | 27,481 | $3.57M | 0.23% | +3,228+13.3% | Added |
| Cannon Global Investment Management, LLC | 27,500 | $3.57M | 5.31% | +27,500 | New |
| Palisades Hudson Asset Management, L.P. | 27,528 | $3.58M | 1.97% | −1,469−5.1% | Reduced |
| FinDec Wealth Services, Inc. | 27,654 | $3.59M | 2.97% | +27,654 | New |
| Dimension Capital Management LLC | 27,741 | $3.60M | 0.84% | −90−0.3% | Reduced |
| Cardinal Point Capital Management, ULC | 27,760 | $3.61M | 1.25% | +27,760 | New |
| Occudo Quantitative Strategies LP | 27,777 | $3.61M | 0.42% | +27,777 | New |
| Antonetti Capital Management LLC | 27,820 | $3.61M | 4.95% | −1,070−3.7% | Reduced |
| Forbes Financial Planning, Inc. | 26,162 | $3.62M | 5.26% | 00.0% | Unchanged |
| Court Place Advisors, LLC | 27,860 | $3.62M | 1.31% | +632+2.3% | Added |
| Garrett Wealth Advisory Group, LLC | 27,870 | $3.62M | 1.86% | −468−1.7% | Reduced |
| Collaborative Wealth Managment Inc. | 27,893 | $3.62M | 2.38% | +69+0.2% | Added |
| Vickerman Investment Advisors, Inc. | 27,909 | $3.63M | 1.65% | +1,561+5.9% | Added |
| Fairfield, Bush & Co. | 27,923 | $3.63M | 2.39% | +133+0.5% | Added |
| Cidel Asset Management Inc | 27,926 | $3.63M | 0.17% | +6,663+31.3% | Added |
| Register Financial Advisors LLC | 32,952 | $3.64M | 2.32% | +32,952 | New |
| Blankinship & Foster, LLC | 28,004 | $3.64M | 1.58% | +1,297+4.9% | Added |
| Total Clarity Wealth Management, Inc. | 28,096 | $3.65M | 1.86% | −66−0.2% | Reduced |
| DT Investment Partners, LLC | 28,123 | $3.65M | 0.48% | +201+0.7% | Added |
| Willis Johnson & Associates, Inc. | 28,124 | $3.65M | 0.48% | +3,472+14.1% | Added |
| RW Investment Management LLC | 28,151 | $3.66M | 1.44% | +28,151 | New |
| Bell Bank | 28,154 | $3.66M | 0.43% | +2,273+8.8% | Added |
| Caerus Investment Advisors, LLC | 28,158 | $3.66M | 5.53% | −7,997−22.1% | Reduced |
| True Signal LP | 28,180 | $3.66M | 2.76% | +28,180 | New |
| Thomas White International Ltd | 28,181 | $3.66M | 0.81% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 28,197 | $3.66M | 2.42% | 00.0% | Unchanged |
| Summit Financial Group Inc | 28,240 | $3.67M | 1.45% | −1,497−5.0% | Reduced |
| Addison Advisors LLC | 28,241 | $3.67M | 2.20% | −4,350−13.3% | Reduced |
| Engineers Gate Manager LP | 28,243 | $3.67M | 0.22% | +10,281+57.2% | Added |
| Financial Management Professionals, Inc. | 28,254 | $3.68M | 0.75% | −409−1.4% | Reduced |
| Audent Global Asset Management, LLC | 28,320 | $3.68M | 8.11% | −7,476−20.9% | Reduced |
| Pathway Financial Advisers, LLC | 28,324 | $3.68M | 1.49% | +28,324 | New |
| Reitz Capital Advisors LLC | 28,341 | $3.68M | 3.51% | −775−2.7% | Reduced |
| Hudson Capital Management LLC | 28,386 | $3.69M | 1.46% | +2,088+7.9% | Added |
| Evergreen Wealth Solutions, LLC | 28,430 | $3.69M | 4.87% | +570+2.0% | Added |
| Demars Financial Group, LLC | 28,463 | $3.70M | 2.04% | −2,039−6.7% | Reduced |
| Spectrum Wealth Advisory Group, LLC | 28,527 | $3.71M | 5.16% | +2,475+9.5% | Added |
| Tandem Capital Management Corp | 28,596 | $3.72M | 2.93% | +513+1.8% | Added |
| Pinkerton Retirement Specialists, LLC | 28,640 | $3.72M | 0.81% | −116−0.4% | Reduced |
| Paragon Financial Partners, Inc. | 28,707 | $3.73M | 4.13% | +100.0% | Added |
| Trellis Advisors, LLC | 28,715 | $3.73M | 1.95% | −491−1.7% | Reduced |
| Choice Wealth Advisors, LLC | 28,735 | $3.73M | 2.80% | −50−0.2% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 28,758 | $3.74M | 1.81% | +18+0.1% | Added |
| Butensky & Cohen Financial Security, Inc | 28,798 | $3.74M | 1.38% | +390+1.4% | Added |
| Aveo Capital Partners, LLC | 28,834 | $3.75M | 0.56% | +1,416+5.2% | Added |
| Portland Hill Asset Management Ltd | 29,439 | $3.75M | 10.39% | −675−2.2% | Reduced |
| Trustco Bank Corp N Y | 28,859 | $3.75M | 4.14% | +214+0.7% | Added |
| New England Research & Management, Inc. | 28,911 | $3.76M | 2.16% | +45+0.2% | Added |
| Cahaba Wealth Management, Inc. | 28,929 | $3.76M | 0.47% | +806+2.9% | Added |
| Essex LLC | 28,949 | $3.76M | 1.14% | −1,552−5.1% | Reduced |
| Schneider Downs Wealth Management Advisors, LP | 28,989 | $3.77M | 0.83% | −5,575−16.1% | Reduced |
| Pearl River Capital, LLC | 29,023 | $3.77M | 0.64% | +29,023 | New |
| Landaas & Co | 29,100 | $3.77M | 2.08% | −6,807−19.0% | Reduced |
| Provident Trust Co | 29,075 | $3.78M | 0.10% | −3,876−11.8% | Reduced |
| QP Wealth Management, LLC | 29,124 | $3.78M | 5.89% | +2,400+9.0% | Added |
| MBA Advisors LLC | 29,144 | $3.79M | 2.48% | −1,803−5.8% | Reduced |
| Almanack Investment Partners, LLC. | 29,312 | $3.81M | 0.81% | −3,297−10.1% | Reduced |
| Herbst Group, LLC | 29,318 | $3.81M | 3.08% | +102+0.3% | Added |
| Sweet Financial Partners, LLC | 29,388 | $3.82M | 1.12% | +4,025+15.9% | Added |
| Northcape Wealth Management, LLC | 29,391 | $3.82M | 2.13% | −40,829−58.1% | Reduced |
| RiverFront Investment Group, LLC | 189,787 | $3.82M | 0.87% | +18,301+10.7% | Added |
| Center for Financial Planning, Inc. | 29,485 | $3.83M | 0.93% | +319+1.1% | Added |
| Cortland Associates Inc | 29,487 | $3.83M | 0.63% | −2,291−7.2% | Reduced |
| Pin Oak Investment Advisors Inc | 29,491 | $3.83M | 4.73% | −184−0.6% | Reduced |
| Home Federal Bank of Tennessee | 29,496 | $3.83M | 1.46% | 00.0% | Unchanged |
| Kolinsky Wealth Management, LLC | 29,505 | $3.83M | 4.38% | +50.0% | Added |
| Selective Wealth Management, Inc. | 27,841 | $3.84M | 2.03% | +809+3.0% | Added |
| Investment Advisory Group, LLC | 29,614 | $3.85M | 2.36% | −561−1.9% | Reduced |
| Burton Enright Welch | 29,616 | $3.85M | 1.60% | −598−2.0% | Reduced |
| Edmonds Duncan Registered Investment Advisors, LLC | 29,626 | $3.85M | 1.26% | −864−2.8% | Reduced |
| Madison Wealth Partners, Inc | 29,635 | $3.85M | 2.25% | +1,033+3.6% | Added |
| West Oak Capital, LLC | 29,642 | $3.85M | 2.01% | −905−3.0% | Reduced |
| G2 Capital Management, LLC | 29,714 | $3.86M | 1.42% | −24−0.1% | Reduced |
| New Millennium Group LLC | 29,747 | $3.87M | 4.13% | −429−1.4% | Reduced |
| Convergence Investment Partners, LLC | 29,778 | $3.87M | 2.29% | −2,473−7.7% | Reduced |
| Beaton Management Co. Inc. | 29,831 | $3.88M | 2.60% | +125+0.4% | Added |
| Pariax, LLC | 29,832 | $3.88M | 4.81% | +11,666+64.2% | Added |
| LGL Partners, LLC | 29,838 | $3.88M | 0.70% | −4,438−12.9% | Reduced |
| Beta Wealth Group, Inc. | 29,952 | $3.89M | 2.61% | +1,615+5.7% | Added |
| FWL Investment Management, LLC | 29,980 | $3.90M | 2.95% | −621−2.0% | Reduced |
| Bickling Financial Services, Inc. | 29,994 | $3.90M | 2.43% | −140.0% | Reduced |
| Andar Capital Management HK Ltd | 30,000 | $3.90M | 19.11% | +30,000 | New |