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 7 sales; 6,149 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
- 4,555
- +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 | 6,149 | $2.80T |
| Q1 2026 | 6,134 | $2.40T |
| Q4 2025 | 6,130 | $2.61T |
| Q3 2025 | 5,616 | $2.35T |
| Q2 2025 | 5,599 | $1.93T |
| Q1 2025 | 5,607 | $2.08T |
| Q4 2024 | 5,671 | $2.36T |
| Q3 2024 | 5,105 | $2.17T |
| Q2 2024 | 5,132 | $1.98T |
| Q1 2024 | 5,023 | $1.61T |
| Q4 2023 | 4,976 | $1.81T |
| Q3 2023 | 4,618 | $1.60T |
| Q2 2023 | 4,594 | $1.82T |
| Q1 2023 | 4,524 | $1.55T |
| Q4 2022 | 4,555 | $1.21T |
| Q3 2022 | 4,346 | $1.29T |
| Q2 2022 | 4,339 | $1.28T |
| Q1 2022 | 4,390 | $1.66T |
| Q4 2021 | 4,402 | $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 |
|---|---|---|---|---|---|
| Disciplined Growth Investors Inc | 2,106 | $273.6K | 0.01% | −90−4.1% | Reduced |
| Raymond James Trust Co. of NH | 2,106 | $274.0K | 2.46% | −10−0.5% | Reduced |
| Virtus Family Office LLC | 2,121 | $275.6K | 0.62% | +8+0.4% | Added |
| Anfield Capital Management, LLC | 1,961 | $276.7K | 0.14% | −58−2.9% | Reduced |
| Walled Lake Planning & Wealth Management, LLC | 2,170 | $282.0K | 0.19% | −42,061−95.1% | Reduced |
| Peconic Partners LLC | 2,200 | $285.8K | 0.02% | 00.0% | Unchanged |
| First Wilshire Securities Management Inc | 2,198 | $286.0K | 0.10% | 00.0% | Unchanged |
| Continuum Wealth Advisors, LLC | 2,213 | $287.5K | 0.29% | +2,213 | New |
| Corepath Wealth Partners LLC | 2,211 | $287.8K | 0.19% | +130+6.2% | Added |
| TAGStone Capital, Inc. | 2,223 | $289.0K | 0.24% | −43−1.9% | Reduced |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 2,230 | $290.0K | 2.55% | −672−23.2% | Reduced |
| DBK Financial Counsel, LLC | 2,229 | $290.0K | 0.46% | 00.0% | Unchanged |
| AIFG Consultants Ltd. | 2,233 | $290.2K | 0.28% | +2,233 | New |
| Parallax Volatility Advisers, L.P. | 2,234 | $290.3K | 0.01% | 00.0% | Unchanged |
| R.m.sincerbeaux Capital Management LLC | 2,248 | $292.1K | 0.21% | 00.0% | Unchanged |
| Granite FO LLC | 1,996 | $295.5K | 0.23% | +1,996 | New |
| Lowery Thomas, LLC | 2,275 | $295.6K | 0.35% | −397−14.9% | Reduced |
| Berkeley, Inc | 2,280 | $296.2K | 0.22% | 00.0% | Unchanged |
| Convergence Financial, LLC | 2,284 | $296.7K | 0.26% | +762+50.1% | Added |
| Martel Wealth Advisors Inc | 2,284 | $296.8K | 0.08% | 00.0% | Unchanged |
| Ergoteles LLC | 2,286 | $297.0K | 0.01% | −4,589−66.7% | Reduced |
| Cornerstone Management, Inc. | 2,303 | $299.2K | 0.08% | +669+40.9% | Added |
| JFG Wealth Management, LLC | 2,304 | $299.4K | 0.10% | 00.0% | Unchanged |
| VERITY Wealth Advisors | 2,318 | $301.2K | 0.30% | 00.0% | Unchanged |
| Coerente Capital Management | 2,330 | $302.0K | 0.07% | 00.0% | Unchanged |
| Henrickson Nauta Wealth Advisors, Inc. | 2,332 | $303.0K | 0.24% | +34+1.5% | Added |
| Alethea Capital Management, LLC | 2,350 | $305.4K | 0.29% | −50−2.1% | Reduced |
| Moneywise, Inc. | 2,366 | $307.4K | 0.23% | +3+0.1% | Added |
| QVR LLC | 2,366 | $307.4K | 0.46% | −159,855−98.5% | Reduced |
| Sprott Inc. | 2,390 | $310.5K | 0.03% | −50−2.0% | Reduced |
| Lloyd Advisory Services, LLC. | 2,423 | $315.0K | 0.22% | +201+9.0% | Added |
| Tranquilli Financial Advisor LLC | 2,426 | $315.2K | 0.24% | 00.0% | Unchanged |
| Sequent Asset Management, LLC | 2,434 | $316.0K | 0.21% | +5+0.2% | Added |
| Frontier Asset Management, LLC | 2,449 | $318.3K | 0.15% | +2,449 | New |
| Erickson Financial Group, LLC | 2,463 | $320.0K | 0.35% | 00.0% | Unchanged |
| Schwab Charitable Fund | 2,470 | $320.9K | 0.05% | +2,470 | New |
| ShankerValleau Wealth Advisors, Inc. | 2,471 | $321.1K | 0.20% | 00.0% | Unchanged |
| Knott David M Jr | 2,494 | $324.0K | 0.14% | 00.0% | Unchanged |
| Twin Securities, Inc. | 2,500 | $325.0K | 0.30% | +2,500 | New |
| True Link Financial Advisors, LLC | 2,528 | $328.5K | 0.04% | −109−4.1% | Reduced |
| Peloton Wealth Strategists | 2,543 | $330.0K | 0.16% | 00.0% | Unchanged |
| Adaptive Financial Consulting, LLC | 2,606 | $338.6K | 0.19% | +68+2.7% | Added |
| Arcadia Wealth Management, LLC | 2,619 | $340.3K | 0.30% | +2,619 | New |
| Arkansas Financial Group, Inc. | 2,633 | $342.1K | 0.07% | −473−15.2% | Reduced |
| Wilkins Investment Counsel Inc | 2,639 | $343.0K | 0.09% | 00.0% | Unchanged |
| Coulter & Justus Financial Services, LLC | 2,652 | $344.6K | 0.23% | +6+0.2% | Added |
| Leith Wheeler Investment Counsel Ltd. | 2,672 | $347.0K | 0.05% | 00.0% | Unchanged |
| TCM Advisors, LLC | – | $347.3K | 0.36% | – | – |
| Forum Private Client Group LLC | 2,687 | $349.1K | 0.24% | +3+0.1% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 2,700 | $350.8K | 0.27% | 00.0% | Unchanged |
| PACK Private Wealth, LLC | 2,705 | $351.5K | 0.30% | 00.0% | Unchanged |
| EPIQ Capital Group, LLC | 2,706 | $351.6K | 0.20% | +10.0% | Added |
| Harrison & Co Wealth Management, LLC | 2,707 | $351.7K | 0.34% | 00.0% | Unchanged |
| Goodwin Investment Advisory | 2,709 | $352.0K | 0.25% | 00.0% | Unchanged |
| Retirement Financial Solutions, LLC | 2,722 | $353.6K | 0.30% | +2,722 | New |
| Wela Strategies, Inc. | 2,758 | $358.0K | 0.20% | +276+11.1% | Added |
| Beacon Harbor Wealth Advisors, Inc. | 2,756 | $358.0K | 0.12% | +2,756 | New |
| Joule Financial, LLC | 2,790 | $362.5K | 0.24% | −46−1.6% | Reduced |
| Rice Hall James & Associates, LLC | 2,800 | $363.8K | 0.02% | −3,300−54.1% | Reduced |
| Cornerstone Retirement Group, Inc. | 2,800 | $363.8K | 0.11% | +2,800 | New |
| Beddow Capital Management Inc | 2,800 | $364.0K | 0.19% | −500−15.2% | Reduced |
| F&V Capital Management, LLC | 2,805 | $364.0K | 0.12% | +775+38.2% | Added |
| Walker Financial Services, Inc. | 2,217 | $365.5K | 0.38% | −580−20.7% | Reduced |
| SigFig Wealth Management, LLC | 2,047 | $366.1K | 0.02% | 00.0% | Unchanged |
| Mawer Investment Management Ltd. | 2,820 | $366.4K | 0.00% | +2,820 | New |
| CBOE Vest Financial, LLC | 2,821 | $366.5K | 0.06% | +2,821 | New |
| Kalos Management, Inc. | 2,849 | $370.2K | 0.83% | −1,208−29.8% | Reduced |
| Bellwether Advisors, LLC | 2,858 | $371.4K | 0.11% | −395−12.1% | Reduced |
| MQS Management LLC | 2,884 | $374.7K | 0.26% | +2,884 | New |
| Shaker Investments LLC | 2,904 | $377.3K | 0.23% | 00.0% | Unchanged |
| Altrius Capital Management Inc | 2,904 | $377.4K | 0.12% | +2,904 | New |
| Kathleen S. Wright Associates Inc. | 2,912 | $378.0K | 0.26% | +2,800+2,500.0% | Added |
| Welch Capital Partners LLC | 2,922 | $380.0K | 0.12% | 00.0% | Unchanged |
| Alpha Omega Group, Inc. | 2,934 | $381.3K | 0.54% | 00.0% | Unchanged |
| SRB Corp | 2,964 | $385.0K | 0.02% | +2,964 | New |
| Wakefield Asset Management LLLP | 2,968 | $385.6K | 0.16% | 00.0% | Unchanged |
| Investments & Financial Planning, LLC | 2,969 | $385.7K | 0.38% | +2,969 | New |
| ETF Store, Inc. | 2,559 | $386.4K | 0.30% | −482−15.9% | Reduced |
| American Asset Management Inc. | 2,980 | $387.2K | 0.45% | −300−9.1% | Reduced |
| VitalStone Financial, LLC | 3,014 | $388.0K | 0.26% | +3,014 | New |
| Dakota Community Bank & Trust NA | 2,995 | $389.0K | 2.21% | 00.0% | Unchanged |
| Codex Capital, L.L.C. | 3,000 | $389.8K | 0.33% | 00.0% | Unchanged |
| Geneva Partners, LLC | 3,006 | $390.6K | 0.37% | −724−19.4% | Reduced |
| Kinsale Capital Group, Inc. | 3,020 | $392.4K | 0.34% | +3,020 | New |
| TD Ameritrade Investment Management, LLC | 3,054 | $397.0K | 0.00% | −703−18.7% | Reduced |
| Value Partners Investments Inc. | 3,082 | $400.3K | 0.03% | +38+1.2% | Added |
| Schoolcraft Capital LLC | 3,098 | $402.5K | 0.12% | −1,148−27.0% | Reduced |
| Sound Stewardship, LLC | 3,106 | $403.6K | 0.30% | +3,106 | New |
| Beacon Capital Management, Inc. | 3,120 | $405.4K | 0.01% | +392+14.4% | Added |
| Iams Wealth Management, LLC | 3,131 | $406.8K | 0.41% | +3,131 | New |
| Armor Investment Advisors, LLC | 3,159 | $410.5K | 0.25% | +24+0.8% | Added |
| BCK Partners, Inc. | 3,189 | $414.3K | 0.28% | 00.0% | Unchanged |
| MTM Financial Group, LLC | 3,193 | $414.9K | 0.36% | −36−1.1% | Reduced |
| Capital CS Group, LLC | 3,197 | $415.4K | 0.46% | +37+1.2% | Added |
| Lawson Kroeker Investment Management Inc | 3,200 | $415.8K | 0.14% | 00.0% | Unchanged |
| Ruffer LLP | 3,210 | $418.4K | 0.03% | 00.0% | Unchanged |
| BCM Advisors, LLC | 3,123 | $422.3K | 0.12% | −313−9.1% | Reduced |
| Team Hewins, LLC | 3,263 | $424.0K | 0.23% | +3,263 | New |
| Quarry Hill Advisors, LLC | 3,276 | $425.7K | 0.43% | +3,276 | New |
| Ti-Trust, Inc | 3,280 | $426.2K | 0.41% | −50−1.5% | Reduced |