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 |
|---|---|---|---|---|---|
| Lodestone Wealth Management LLC | 35,863 | $4.66M | 3.76% | +35,863 | New |
| Fingerlakes Wealth Management, Inc. | 35,900 | $4.66M | 6.41% | −1,239−3.3% | Reduced |
| West Paces Advisors Inc. | 35,934 | $4.67M | 1.49% | −1,163−3.1% | Reduced |
| Security National Bank of Sioux City Iowa | 35,947 | $4.67M | 3.57% | +2,774+8.4% | Added |
| FSM Wealth Advisors, LLC | 35,960 | $4.67M | 3.32% | +1,329+3.8% | Added |
| Kaye Capital Management | 36,063 | $4.69M | 2.45% | +36,063 | New |
| Howard Wealth Management, LLC | 36,201 | $4.70M | 3.86% | −668−1.8% | Reduced |
| Capital Financial Services, LLC | 36,240 | $4.71M | 6.50% | −1,830−4.8% | Reduced |
| Indie Asset Partners, LLC | 36,297 | $4.72M | 5.17% | −721−1.9% | Reduced |
| Needham Investment Management LLC | 36,300 | $4.72M | 0.85% | −3,700−9.3% | Reduced |
| Shoker Investment Counsel, Inc. | 36,319 | $4.72M | 2.11% | +433+1.2% | Added |
| ELCO Management Co., LLC | 36,362 | $4.72M | 3.55% | −722−1.9% | Reduced |
| Delaney Dennis R | 36,432 | $4.73M | 4.24% | −360−1.0% | Reduced |
| Canton Hathaway, LLC | 36,464 | $4.74M | 1.65% | −4,848−11.7% | Reduced |
| NewSquare Capital LLC | 36,468 | $4.74M | 0.59% | −296−0.8% | Reduced |
| Signet Investment Advisory Group, Inc. | 36,543 | $4.75M | 3.35% | −748−2.0% | Reduced |
| Ulland Investment Advisors, LLC | 36,742 | $4.77M | 5.70% | −1,547−4.0% | Reduced |
| NFP Retirement, Inc. | 36,745 | $4.77M | 1.05% | +3,998+12.2% | Added |
| Strata Wealth Advisors, LLC | 36,760 | $4.78M | 2.65% | +36,760 | New |
| Vertex Planning Partners, LLC | 36,852 | $4.79M | 1.87% | +36,852 | New |
| Exos TFP Holdings LLC | 36,912 | $4.80M | 1.33% | −581−1.5% | Reduced |
| Banco de Sabadell, S.A | 38,675 | $4.80M | 4.05% | −1,703−4.2% | Reduced |
| Youngs Advisory Group, Inc. | 36,960 | $4.80M | 2.84% | −832−2.2% | Reduced |
| State of Wyoming | 36,967 | $4.80M | 1.60% | −6,563−15.1% | Reduced |
| PPS&V Asset Management Consultants, Inc. | 37,009 | $4.81M | 4.58% | +37,009 | New |
| Magnolia Capital Advisors LLC | 37,028 | $4.81M | 3.20% | +427+1.2% | Added |
| Allred Capital Management, LLC | 37,055 | $4.81M | 2.64% | +142+0.4% | Added |
| Capasso Planning Partners LLC | 37,108 | $4.82M | 3.07% | +2,904+8.5% | Added |
| Wellspring Financial Advisors, LLC | 37,114 | $4.82M | 1.61% | +10,309+38.5% | Added |
| First Washington CORP | 37,139 | $4.83M | 2.36% | +2,585+7.5% | Added |
| PBMares Wealth Management LLC | 37,173 | $4.83M | 1.95% | −1,587−4.1% | Reduced |
| Cutter & CO Brokerage, Inc. | 37,269 | $4.84M | 1.64% | −839−2.2% | Reduced |
| Hohimer Wealth Management, LLC | 37,389 | $4.86M | 1.55% | −2,036−5.2% | Reduced |
| McCarthy Asset Management, Inc. | 37,391 | $4.86M | 3.39% | −433−1.1% | Reduced |
| Princeton Global Asset Management LLC | 37,399 | $4.86M | 1.57% | −283−0.8% | Reduced |
| Ritter Daniher Financial Advisory LLC | 37,410 | $4.86M | 2.31% | +1,584+4.4% | Added |
| Benchmark Financial Wealth Advisors, LLC | 37,430 | $4.86M | 2.65% | −709−1.9% | Reduced |
| ERn Financial, LLC | 37,430 | $4.86M | 1.11% | +853+2.3% | Added |
| Provence Wealth Management Group | 37,436 | $4.86M | 3.97% | +21,464+134.4% | Added |
| Everhart Financial Group, Inc. | 37,460 | $4.87M | 2.44% | −11,731−23.8% | Reduced |
| Archer Investment Corp | 37,498 | $4.87M | 1.89% | +285+0.8% | Added |
| Encompass Wealth Advisors, LLC | 37,553 | $4.88M | 1.78% | +53+0.1% | Added |
| Peterson Financial Group, Inc. | 37,566 | $4.88M | 6.45% | −19,881−34.6% | Reduced |
| Objective Capital Management, LLC | 37,564 | $4.88M | 4.85% | +389+1.0% | Added |
| WFA Asset Management Corp | 37,625 | $4.89M | 3.21% | +1,660+4.6% | Added |
| Horst & Graben Wealth Management LLC | 37,628 | $4.89M | 1.28% | +953+2.6% | Added |
| Mandatum Life Insurance Co Ltd | 37,643 | $4.89M | 1.48% | −10,440−21.7% | Reduced |
| Palmer Knight Co | 37,656 | $4.89M | 4.37% | −120.0% | Reduced |
| Ellsworth Advisors, LLC | 36,188 | $4.89M | 1.83% | −118−0.3% | Reduced |
| Left Brain Wealth Management, LLC | 37,679 | $4.90M | 3.66% | +37,679 | New |
| Somerset Group LLC | 37,754 | $4.91M | 4.32% | −30−0.1% | Reduced |
| Aberdeen Wealth Management LLC | 37,786 | $4.91M | 3.70% | +3,682+10.8% | Added |
| Bradley Mark J. | 37,794 | $4.91M | 4.37% | −1,260−3.2% | Reduced |
| Transatlantique Private Wealth LLC | 37,837 | $4.91M | 2.94% | +2,966+8.5% | Added |
| Meridian Management Co | 37,830 | $4.92M | 1.80% | −461−1.2% | Reduced |
| Legacy Financial Group, Inc. | 37,835 | $4.92M | 3.03% | +37,835 | New |
| W Advisors, LLC | 37,877 | $4.92M | 4.10% | −197−0.5% | Reduced |
| Ellenbecker Investment Group | 37,905 | $4.92M | 1.46% | +1,172+3.2% | Added |
| LCNB Corp | 37,941 | $4.93M | 2.29% | +45+0.1% | Added |
| 3Chopt Investment Partners, LLC | 37,963 | $4.93M | 2.70% | +37,963 | New |
| First Command Bank | 37,965 | $4.93M | 0.63% | −701−1.8% | Reduced |
| First Command Financial Services, Inc. | 37,965 | $4.93M | 0.63% | −701−1.8% | Reduced |
| LifeSteps Financial, Inc. | 37,983 | $4.94M | 5.14% | −1,403−3.6% | Reduced |
| Geller Advisors LLC | 37,997 | $4.94M | 0.84% | −1,505−3.8% | Reduced |
| Granite Bay Wealth Management, LLC | 37,997 | $4.94M | 3.22% | +543+1.4% | Added |
| Hall Capital Management Co Inc | 38,066 | $4.95M | 2.97% | +1,004+2.7% | Added |
| MBL Wealth, LLC | 38,227 | $4.97M | 0.95% | −565−1.5% | Reduced |
| Kenfarb & Co. | 38,242 | $4.97M | 4.41% | −150−0.4% | Reduced |
| MGO Private Wealth, LLC | 38,252 | $4.97M | 2.27% | −1,125−2.9% | Reduced |
| Delta Capital Management LLC | 38,294 | $4.98M | 3.63% | −300−0.8% | Reduced |
| Security Financial Services, INC. | 38,308 | $4.98M | 1.54% | +144+0.4% | Added |
| New Potomac Partners, LLC | 38,329 | $4.98M | 3.69% | −520−1.3% | Reduced |
| Traverso Chambers Private Wealth Management, LLC | 38,382 | $4.99M | 1.43% | +400+1.1% | Added |
| Orca Investment Management, LLC | 38,440 | $4.99M | 6.33% | −196−0.5% | Reduced |
| Gemmer Asset Management LLC | 38,467 | $5.00M | 0.79% | −1,181−3.0% | Reduced |
| Seven Eight Capital, LP | 38,505 | $5.00M | 1.31% | +36,418+1,745.0% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 38,515 | $5.00M | 2.86% | +4,041+11.7% | Added |
| West Family Investments, Inc. | 38,578 | $5.01M | 1.71% | −6,194−13.8% | Reduced |
| Investment Partners, Ltd. | 38,585 | $5.01M | 2.65% | −116,444−75.1% | Reduced |
| Aua Capital Management, LLC | 38,611 | $5.02M | 3.41% | +1,147+3.1% | Added |
| Kohmann Bosshard Financial Services, LLC | 38,896 | $5.05M | 1.01% | +5,359+16.0% | Added |
| Forefront Wealth Management Inc. | 38,833 | $5.06M | 6.82% | −336−0.9% | Reduced |
| Morling Financial Advisors, LLC | 39,120 | $5.08M | 6.50% | +20.0% | Added |
| Ayrshire Capital Management LLC | 39,203 | $5.09M | 3.57% | +291+0.7% | Added |
| Bernardo Wealth Planning LLC | 39,253 | $5.10M | 2.38% | −258−0.7% | Reduced |
| Riversedge Advisors, LLC | 39,255 | $5.10M | 1.65% | −218−0.6% | Reduced |
| Cary Street Partners Asset Management LLC | 39,261 | $5.10M | 1.03% | +4,596+13.3% | Added |
| Sturgeon Ventures LLP | 39,325 | $5.11M | 4.12% | −40,960−51.0% | Reduced |
| Great Waters Wealth Management | 36,186 | $5.13M | 1.10% | +36,186 | New |
| Alcosta Capital Management, Inc. | 39,547 | $5.14M | 5.18% | −865−2.1% | Reduced |
| Drive Wealth Management, LLC | 39,549 | $5.14M | 2.57% | +16,727+73.3% | Added |
| Colorado Capital Management, Inc. | 39,936 | $5.15M | 4.30% | +628+1.6% | Added |
| Global Assets Advisory, LLC | 39,732 | $5.16M | 5.44% | −1,643−4.0% | Reduced |
| Brown, Lisle/Cummings, Inc. | 39,745 | $5.16M | 2.77% | +1,904+5.0% | Added |
| SBK Financial, Inc. | 39,764 | $5.17M | 8.19% | 00.0% | Unchanged |
| Emerald Advisers, LLC | 39,851 | $5.18M | 0.25% | −3,832−8.8% | Reduced |
| Vaughan David Investments LLC | 39,893 | $5.18M | 0.15% | +4,083+11.4% | Added |
| Garrett Investment Advisors LLC | 39,899 | $5.18M | 0.91% | +14,557+57.4% | Added |
| Pacific Sun Financial Corp | 39,900 | $5.18M | 3.65% | −6,068−13.2% | Reduced |
| Pacitti Group Inc. | 39,901 | $5.18M | 4.06% | −1,232−3.0% | Reduced |