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 |
|---|---|---|---|---|---|
| Bright Rock Capital Management, LLC | 30,000 | $3.90M | 1.01% | +10,000+50.0% | Added |
| Retirement Capital Strategies | 30,008 | $3.90M | 1.91% | −4,098−12.0% | Reduced |
| Schear Investment Advisers, LLC | 30,039 | $3.90M | 4.81% | +30,039 | New |
| Elevated Capital Advisors, LLC | 30,054 | $3.90M | 1.49% | +2,163+7.8% | Added |
| Outfitter Financial LLC | 30,070 | $3.91M | 3.54% | +155+0.5% | Added |
| Meridian Wealth Partners, LLC | 30,113 | $3.91M | 0.91% | +726+2.5% | Added |
| Royal Harbor Partners, LLC | 30,127 | $3.91M | 2.42% | +1,801+6.4% | Added |
| Pasadena Private Wealth, LLC | 30,138 | $3.92M | 1.21% | +2,548+9.2% | Added |
| Alliance Wealth Management Group | 30,191 | $3.92M | 1.43% | +20.0% | Added |
| Burt Wealth Advisors | 30,219 | $3.93M | 1.32% | +30,219 | New |
| Astoria Portfolio Advisors LLC. | 28,483 | $3.93M | 1.84% | +2,810+10.9% | Added |
| Accretive Wealth Partners, LLC | 30,241 | $3.93M | 2.70% | −1,646−5.2% | Reduced |
| ODonnell Financial Services, LLC | 30,261 | $3.93M | 36.09% | −493−1.6% | Reduced |
| JRM Investment Counsel, LLC | 30,272 | $3.93M | 1.69% | −12,300−28.9% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 30,272 | $3.93M | 0.29% | −338−1.1% | Reduced |
| InTrack Investment Management Inc | 30,308 | $3.94M | 3.94% | +1,718+6.0% | Added |
| Great Diamond Partners, LLC | 30,334 | $3.94M | 1.21% | −8,471−21.8% | Reduced |
| Landmark Financial Advisors, LLC | 30,467 | $3.96M | 1.83% | −1,204−3.8% | Reduced |
| Stony Point Wealth Management Inc. | 30,500 | $3.96M | 2.19% | −834−2.7% | Reduced |
| One Charles Private Wealth Services, LLC | 30,532 | $3.97M | 2.57% | +20+0.1% | Added |
| Evolution Wealth Advisors, LLC | 30,548 | $3.97M | 1.00% | +2,117+7.4% | Added |
| Phocas Financial Corp. | 30,600 | $3.98M | 0.57% | −2,618−7.9% | Reduced |
| Ledge Wealth Management, Inc. | 30,612 | $3.98M | 1.81% | +5,293+20.9% | Added |
| Oxinas Partners Wealth Management LLC | 30,611 | $3.98M | 3.36% | −755−2.4% | Reduced |
| Summitry LLC | 30,615 | $3.98M | 0.29% | −159−0.5% | Reduced |
| David J Yvars Group | 30,640 | $3.98M | 4.99% | −63−0.2% | Reduced |
| Crown Wealth Group, LLC | 30,644 | $3.98M | 3.74% | +422+1.4% | Added |
| Prudent Man Advisors, LLC | 30,649 | $3.98M | 1.61% | +10,021+48.6% | Added |
| Argent Advisors, Inc. | 30,676 | $3.99M | 2.06% | +1,384+4.7% | Added |
| BCS Wealth Management | 30,759 | $4.00M | 1.67% | +32+0.1% | Added |
| Verus Financial Partners, Inc. | 27,702 | $4.00M | 0.55% | −300−1.1% | Reduced |
| Financial Advisory Partners, LLC | 30,777 | $4.00M | 1.65% | −767−2.4% | Reduced |
| CenterBook Partners LP | 30,845 | $4.01M | 0.66% | +30,845 | New |
| Auxier Asset Management | 30,846 | $4.01M | 0.69% | −717−2.3% | Reduced |
| Successful Portfolios LLC | 30,845 | $4.01M | 2.61% | +868+2.9% | Added |
| Stamos Capital Partners, L.P. | 30,860 | $4.01M | 1.27% | −22,870−42.6% | Reduced |
| Altus Wealth Group LLC | 30,900 | $4.01M | 3.05% | +3,285+11.9% | Added |
| Mason & Associates Inc | 30,923 | $4.02M | 1.28% | +688+2.3% | Added |
| Crescent Sterling, Ltd. | 30,926 | $4.02M | 4.31% | +30,926 | New |
| Silicon Hills Wealth Management, LLC | 30,991 | $4.03M | 2.99% | −160−0.5% | Reduced |
| Morgens Waterfall Vintiadis & Co Inc | 31,000 | $4.03M | 3.49% | +6,000+24.0% | Added |
| Capital Advisors, Ltd. LLC | 39,205 | $4.03M | 0.70% | +5,819+17.4% | Added |
| River Street Advisors LLC | 31,071 | $4.04M | 4.32% | +31,071 | New |
| Omnia Family Wealth, LLC | 31,077 | $4.04M | 3.27% | −926−2.9% | Reduced |
| Windsor Group LTD | 31,156 | $4.04M | 0.83% | −900−2.8% | Reduced |
| Black Swift Group, LLC | 31,124 | $4.04M | 1.62% | +20,138+183.3% | Added |
| Redhawk Wealth Advisors, Inc. | 31,129 | $4.04M | 1.57% | +212+0.7% | Added |
| 44 Wealth Management LLC | 31,225 | $4.06M | 1.40% | +765+2.5% | Added |
| Well Done, LLC | 31,269 | $4.06M | 0.87% | +3,126+11.1% | Added |
| First National Advisers, LLC | 31,269 | $4.06M | 5.20% | +1,827+6.2% | Added |
| Center For Asset Management LLC | 31,326 | $4.07M | 3.79% | −9,608−23.5% | Reduced |
| KLK Capital Management LLC | 31,336 | $4.07M | 5.58% | +639+2.1% | Added |
| Windsor Advisory Group, LLC | 31,398 | $4.08M | 10.82% | +31,398 | New |
| Eagle Strategies LLC | 31,398 | $4.08M | 1.22% | +31,398 | New |
| Mayfair Advisory Group, LLC | 31,391 | $4.09M | 5.20% | −3,008−8.7% | Reduced |
| D'Orazio & Associates, Inc. | 31,538 | $4.10M | 0.97% | −6,299−16.6% | Reduced |
| Strategic Family Wealth Counselors, L.L.C. | 31,543 | $4.10M | 2.04% | +10.0% | Added |
| Westshore Wealth, LLC | 31,579 | $4.10M | 2.34% | −139−0.4% | Reduced |
| LGT Fund Management Co Ltd. | 31,600 | $4.11M | 1.77% | −1,400−4.2% | Reduced |
| Global Strategic Investment Solutions, LLC | 31,620 | $4.11M | 0.27% | +3,108+10.9% | Added |
| Dash Acquisitions Inc. | 31,638 | $4.11M | 2.16% | −4,662−12.8% | Reduced |
| RE Dickinson Investment Advisors, LLC | 31,696 | $4.12M | 1.70% | −125−0.4% | Reduced |
| Summit Place Financial Advisors, LLC | 31,701 | $4.12M | 3.39% | +3,084+10.8% | Added |
| Parkside Advisors LLC | 31,714 | $4.12M | 1.44% | +1,081+3.5% | Added |
| Tilia Fiduciary Partners, Inc. | 31,765 | $4.13M | 3.97% | +100+0.3% | Added |
| First Pacific Advisors, LP | 31,850 | $4.14M | 0.06% | 00.0% | Unchanged |
| Amica Retiree Medical Trust | 31,852 | $4.14M | 5.32% | −2,261−6.6% | Reduced |
| Guinness Atkinson Asset Management Inc | 31,867 | $4.14M | 2.61% | −1,600−4.8% | Reduced |
| Marion Wealth Management | 31,886 | $4.14M | 1.75% | +4,862+18.0% | Added |
| Second Half Financial Partners, LLC | 28,773 | $4.15M | 2.71% | −16,872−37.0% | Reduced |
| Peoples Bank | 31,953 | $4.15M | 2.67% | −2,166−6.3% | Reduced |
| Insight Inv LLC | 32,000 | $4.16M | 4.19% | −30−0.1% | Reduced |
| Lattice Capital Management, LLC | 32,034 | $4.16M | 6.19% | 00.0% | Unchanged |
| Goldstein Advisors, LLC | 32,070 | $4.17M | 1.01% | +32,070 | New |
| Norris Financial Group, LLC | 32,077 | $4.17M | 3.52% | −1,673−5.0% | Reduced |
| Columbia Advisory Partners LLC | 32,098 | $4.17M | 3.97% | +7,399+30.0% | Added |
| American Institute for Advanced Investment Management, LLP | 32,100 | $4.17M | 3.84% | +1,175+3.8% | Added |
| W.H. Cornerstone Investments Inc. | 30,953 | $4.17M | 3.96% | −1,952−5.9% | Reduced |
| First National Bank | 32,280 | $4.19M | 3.52% | −799−2.4% | Reduced |
| Dempze Nancy E | 32,288 | $4.20M | 4.09% | +237+0.7% | Added |
| Widmann Financial Services, Inc. | 32,311 | $4.20M | 4.40% | +20.0% | Added |
| PrairieView Partners, LLC | 32,319 | $4.20M | 0.62% | −969−2.9% | Reduced |
| Glynn Capital Management LLC | 32,320 | $4.20M | 1.02% | 00.0% | Unchanged |
| Michael B. Yongue | 32,337 | $4.20M | 3.95% | −673−2.0% | Reduced |
| First Capital Advisors Group, LLC. | 32,358 | $4.20M | 2.85% | −4,189−11.5% | Reduced |
| Laffer Tengler Investments | 32,377 | $4.21M | 1.21% | −14,038−30.2% | Reduced |
| Corundum Group, Inc. | 32,391 | $4.21M | 2.38% | −289−0.9% | Reduced |
| Opus Investment Management Inc | 32,400 | $4.21M | 1.50% | −14,400−30.8% | Reduced |
| First National Bank of Hutchinson | 32,405 | $4.21M | 3.57% | +659+2.1% | Added |
| Plotkin Financial Advisors, LLC | 32,441 | $4.22M | 4.28% | −531−1.6% | Reduced |
| Q Capital Solutions | 32,456 | $4.22M | 8.36% | +8,607+36.1% | Added |
| WT Wealth Management | 32,487 | $4.22M | 2.05% | −4,361−11.8% | Reduced |
| Long Run Wealth Advisors, LLC | 32,488 | $4.22M | 1.52% | +612+1.9% | Added |
| Taylor & Morgan Wealth Management, LLC | 32,592 | $4.23M | 3.99% | +399+1.2% | Added |
| Deseret Mutual Benefit Administrators | 32,593 | $4.23M | 1.74% | −25,744−44.1% | Reduced |
| China Universal Asset Management Co., Ltd. | 32,600 | $4.24M | 1.70% | 00.0% | Unchanged |
| Lakewood Asset Management LLC | 32,600 | $4.24M | 3.42% | +32,600 | New |
| Smith Shellnut Wilson LLC | 32,624 | $4.24M | 2.62% | −1,056−3.1% | Reduced |
| Trinity Financial Advisors LLC | 32,665 | $4.24M | 2.79% | −740−2.2% | Reduced |
| SkyView Investment Advisors, LLC | 32,706 | $4.25M | 1.29% | −4,174−11.3% | Reduced |