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 11 sales; 6,152 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 | 6,152 | $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 |
|---|---|---|---|---|---|
| Etesian Wealth Advisors, Inc. | 32,735 | $4.25M | 3.10% | +32,735 | New |
| Measured Wealth Private Client Group, LLC | 32,799 | $4.26M | 1.75% | −1,112−3.3% | Reduced |
| Momentum Advisors, LLC | 32,804 | $4.26M | 4.32% | −1,523−4.4% | Reduced |
| Wolff Wiese Magana LLC | 32,806 | $4.26M | 3.65% | −3,864−10.5% | Reduced |
| Vista Capital Partners, Inc. | 32,828 | $4.27M | 0.66% | +1,100+3.5% | Added |
| BigSur Wealth Management LLC | 32,876 | $4.27M | 2.06% | −2,685−7.6% | Reduced |
| Cadent Capital Advisors, LLC | 32,968 | $4.28M | 2.56% | −508−1.5% | Reduced |
| Alta Wealth Advisors LLC | 32,969 | $4.28M | 2.89% | −285−0.9% | Reduced |
| Stableford Capital II LLC | 32,914 | $4.28M | 2.32% | +79+0.2% | Added |
| White Lighthouse Investment Management Inc. | 32,975 | $4.28M | 1.16% | −203−0.6% | Reduced |
| Garrison Point Advisors, LLC | 33,053 | $4.29M | 3.51% | −549−1.6% | Reduced |
| Harfst & Associates, Inc. | 33,339 | $4.33M | 1.25% | −98−0.3% | Reduced |
| Shira Ridge Wealth Management | 33,352 | $4.33M | 2.98% | +33,352 | New |
| Eclectic Associates Inc | 33,430 | $4.34M | 2.11% | −75−0.2% | Reduced |
| Sicart Associates LLC | 33,437 | $4.34M | 1.53% | +1,634+5.1% | Added |
| Lokken Investment Group LLC | 33,449 | $4.35M | 3.43% | −570−1.7% | Reduced |
| Act Wealth Management, LLC | 33,472 | $4.35M | 2.75% | +252+0.8% | Added |
| Prosperity Consulting Group, LLC | 33,479 | $4.35M | 2.90% | +1,850+5.8% | Added |
| Safeguard Investment Advisory Group, LLC | 33,477 | $4.35M | 2.68% | +582+1.8% | Added |
| CMG Global Holdings, LLC | 33,508 | $4.35M | 4.13% | +32+0.1% | Added |
| StrongBox Wealth, LLC | 33,522 | $4.36M | 3.08% | −3,293−8.9% | Reduced |
| Ahl Investment Management, Inc. | 33,526 | $4.36M | 4.05% | −1,246−3.6% | Reduced |
| Tarbox Family Office, Inc. | 33,551 | $4.36M | 0.96% | −451−1.3% | Reduced |
| Matisse Capital | 33,582 | $4.36M | 3.88% | 00.0% | Unchanged |
| Northwest Wealth Management, LLC | 33,614 | $4.37M | 1.87% | −8,807−20.8% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 33,633 | $4.37M | 2.87% | −194−0.6% | Reduced |
| Wagner Wealth Management, LLC | 33,680 | $4.38M | 2.71% | +821+2.5% | Added |
| McBroom & Associates, LLC | 33,698 | $4.38M | 4.75% | −995−2.9% | Reduced |
| Boltwood Capital Management | 33,727 | $4.38M | 1.78% | −194−0.6% | Reduced |
| Hudock, Inc. | 33,744 | $4.38M | 1.50% | −1,284−3.7% | Reduced |
| Ferguson Shapiro LLC | 33,768 | $4.39M | 3.14% | +886+2.7% | Added |
| Pacific Sage Partners, LLC | 33,781 | $4.39M | 1.46% | +33,781 | New |
| Nova R Wealth, Inc. | 33,788 | $4.39M | 3.23% | −566−1.6% | Reduced |
| Montz Harcus Wealth Management LLC | 33,877 | $4.40M | 4.36% | +2,107+6.6% | Added |
| Rodgers Brothers Inc. | 33,883 | $4.40M | 0.88% | −1,812−5.1% | Reduced |
| Barton Investment Management | 33,904 | $4.41M | 0.87% | +1,444+4.4% | Added |
| Column Capital Advisors, LLC | 116,435 | $4.41M | 0.73% | +83,729+256.0% | Added |
| Cherrydale Wealth Management, LLC | 34,000 | $4.42M | 3.66% | +427+1.3% | Added |
| Westwood Management Corp | 34,092 | $4.43M | 0.60% | +23,000+207.4% | Added |
| LWM Advisory Services, LLC | 33,971 | $4.43M | 4.90% | −16,328−32.5% | Reduced |
| BOS Asset Management, LLC | 34,315 | $4.46M | 3.98% | +34,315 | New |
| Eley Financial Management, Inc | 34,343 | $4.46M | 2.40% | +34,343 | New |
| Yarger Wealth Strategies, LLC | 34,362 | $4.46M | 5.53% | +56+0.2% | Added |
| Eudaimonia Advisors LLC | 34,388 | $4.47M | 3.03% | +3,316+10.7% | Added |
| Heirloom Wealth Management | 34,408 | $4.47M | 2.78% | +34,408 | New |
| Front Street Capital Management, Inc. | 34,416 | $4.47M | 1.07% | +242+0.7% | Added |
| Cora Capital Advisors LLC | 34,474 | $4.48M | 3.08% | +34,474 | New |
| Nia Impact Advisors, LLC | 34,504 | $4.48M | 2.60% | +1,033+3.1% | Added |
| Baron Wealth Management LLC | 34,515 | $4.48M | 3.44% | +34,515 | New |
| Sandy Cove Advisors, LLC | 34,540 | $4.49M | 3.62% | +1,186+3.6% | Added |
| Clark Financial Services Group Inc | 34,560 | $4.49M | 5.16% | +1,187+3.6% | Added |
| Check Capital Management Inc | 34,580 | $4.49M | 0.46% | +673+2.0% | Added |
| E&G Advisors, LP | 34,642 | $4.50M | 1.69% | −3,958−10.3% | Reduced |
| Elmwood Wealth Management, Inc. | 34,647 | $4.50M | 2.26% | +104+0.3% | Added |
| Osterweis Capital Management Inc | 34,649 | $4.50M | 0.33% | +189+0.5% | Added |
| Page Arthur B | 34,727 | $4.51M | 4.43% | −1,930−5.3% | Reduced |
| Long Road Investment Counsel, LLC | 34,751 | $4.51M | 2.24% | 00.0% | Unchanged |
| Grant/GrossMendelsohn, LLC | 34,924 | $4.53M | 2.33% | −2,427−6.5% | Reduced |
| Wunderlich Capital Managemnt | 34,840 | $4.53M | 2.52% | −40−0.1% | Reduced |
| Pinnacle Bancorp, Inc. | 34,888 | $4.53M | 1.74% | −518−1.5% | Reduced |
| Coastwise Capital Group, LLC | 34,904 | $4.54M | 5.38% | +1,835+5.5% | Added |
| Next Capital Management LLC | 34,915 | $4.54M | 2.45% | +1,425+4.3% | Added |
| Green Square Capital Advisors LLC | 34,937 | $4.54M | 0.64% | +10,483+42.9% | Added |
| Weaver Consulting Group | 34,970 | $4.54M | 2.32% | −691−1.9% | Reduced |
| Vise Technologies, Inc. | 34,970 | $4.54M | 1.42% | +4,234+13.8% | Added |
| Herald Investment Management Ltd | 35,000 | $4.55M | 1.12% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 35,006 | $4.55M | 1.44% | −777−2.2% | Reduced |
| Leelyn Smith, LLC | 35,016 | $4.55M | 1.25% | +5,551+18.8% | Added |
| First Personal Financial Services | 35,042 | $4.55M | 1.23% | −813−2.3% | Reduced |
| Financial Partners Group, LLC | 35,051 | $4.55M | 2.69% | +35,051 | New |
| Oak Family Advisors, LLC | 35,069 | $4.56M | 2.44% | +740+2.2% | Added |
| DGS Capital Management, LLC | 35,080 | $4.56M | 2.98% | −267−0.8% | Reduced |
| Hanson & Doremus Investment Management | 35,103 | $4.56M | 0.98% | −307,864−89.8% | Reduced |
| JNBA Financial Advisors | 35,127 | $4.56M | 0.63% | −3,306−8.6% | Reduced |
| Arnhold LLC | 35,155 | $4.57M | 0.56% | 00.0% | Unchanged |
| Rainsberger Wealth Advisors, Inc. | 35,212 | $4.58M | 2.91% | −768−2.1% | Reduced |
| Sitrin Capital Management LLC | 35,257 | $4.58M | 2.92% | −1,590−4.3% | Reduced |
| Byrne Asset Management LLC | 35,292 | $4.59M | 3.32% | −840−2.3% | Reduced |
| Bigelow Investment Advisors, LLC | 35,333 | $4.59M | 2.66% | −3,982−10.1% | Reduced |
| Ambassador Advisors, LLC | 35,354 | $4.59M | 1.00% | +1,342+3.9% | Added |
| RF&L Wealth Management, LLC | 35,364 | $4.59M | 4.73% | +35,364 | New |
| SC&H Financial Advisors, Inc. | 35,370 | $4.60M | 1.90% | −1,792−4.8% | Reduced |
| Sage Mountain Advisors LLC | 35,408 | $4.60M | 1.05% | +1,104+3.2% | Added |
| West Michigan Advisors, LLC | 35,437 | $4.60M | 3.35% | −69−0.2% | Reduced |
| Monticello Wealth Management, LLC | 35,455 | $4.61M | 0.50% | +239+0.7% | Added |
| Wilson & Boucher Capital Management, LLC | 35,465 | $4.61M | 4.72% | −449−1.3% | Reduced |
| Cascade Investment Group, Inc. | 35,477 | $4.61M | 4.80% | +35,477 | New |
| Paragon Private Wealth Management, LLC | 35,623 | $4.63M | 4.18% | +1,444+4.2% | Added |
| Vance Wealth, Inc. | 35,629 | $4.63M | 2.89% | +10.0% | Added |
| Seascape Capital Management | 35,661 | $4.63M | 2.53% | −23−0.1% | Reduced |
| Triangle Securities Wealth Management | 35,664 | $4.63M | 1.70% | −547−1.5% | Reduced |
| Fruth Investment Management | 35,718 | $4.64M | 1.36% | −25−0.1% | Reduced |
| Gitterman Wealth Management, LLC | 35,729 | $4.64M | 2.33% | +1,164+3.4% | Added |
| Advisor OS, LLC | 35,733 | $4.64M | 1.23% | +19,611+121.6% | Added |
| Corrigan Financial, Inc. | 35,735 | $4.64M | 1.70% | −1,051−2.9% | Reduced |
| Cresta Advisors, Ltd. | 35,753 | $4.65M | 4.05% | −2,086−5.5% | Reduced |
| Saxon Interests, Inc. | 35,694 | $4.65M | 2.65% | −3,520−9.0% | Reduced |
| Veracity Capital LLC | 35,765 | $4.65M | 2.23% | −702−1.9% | Reduced |
| Insight Wealth Strategies, LLC | 35,772 | $4.65M | 0.90% | −26,914−42.9% | Reduced |
| Aurora Private Wealth, Inc. | 35,796 | $4.65M | 5.32% | −10,930−23.4% | Reduced |