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; 6,150 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 | 6,150 | $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 |
|---|---|---|---|---|---|
| BMS Financial Advisors, LLC | 5,580 | $725.0K | 0.48% | −6−0.1% | Reduced |
| Mirabella Financial Services LLP | 5,600 | $727.6K | 0.06% | +5,600 | New |
| Flagship Private Wealth, LLC | 5,604 | $728.1K | 0.68% | +838+17.6% | Added |
| La Financiere de L'Echiquier | 5,607 | $729.0K | 0.05% | +1,212+27.6% | Added |
| Cullen Capital Management LLC | 5,640 | $732.8K | 0.01% | 00.0% | Unchanged |
| Theory Financial LLC | 5,641 | $732.9K | 0.49% | +5,641 | New |
| Endowment Wealth Management, Inc. | 5,657 | $735.0K | 0.81% | +46+0.8% | Added |
| New Legacy Group, LLC | 5,700 | $740.6K | 2.30% | 00.0% | Unchanged |
| First International Bank & Trust | 5,707 | $742.0K | 0.25% | −2,419−29.8% | Reduced |
| Guardian Wealth Management, Inc. | 5,757 | $748.1K | 0.74% | 00.0% | Unchanged |
| Compton Financial Group, LLC | 5,760 | $748.4K | 0.31% | −141−2.4% | Reduced |
| Maltin Wealth Management, Inc. | 5,761 | $748.5K | 0.54% | −825−12.5% | Reduced |
| Covey Capital Advisors, LLC | 5,782 | $751.3K | 1.22% | 00.0% | Unchanged |
| Hill Investment Group Partners, LLC | 5,793 | $752.7K | 0.18% | +5,793 | New |
| Coury Firm Asset Management LLC | 5,810 | $754.9K | 1.12% | −144−2.4% | Reduced |
| NorthLanding Financial Partners, LLC | 5,834 | $758.0K | 0.54% | −142−2.4% | Reduced |
| IAG Wealth Partners, LLC | 5,839 | $758.6K | 0.22% | −104−1.7% | Reduced |
| HighMark Wealth Management LLC | 5,870 | $762.7K | 0.58% | +46+0.8% | Added |
| Boulder Wealth Advisors, LLC | 5,896 | $766.0K | 0.69% | +5,896 | New |
| Milestone Asset Management, LLC | 5,440 | $767.6K | 0.46% | +5,440 | New |
| Websterrogers Financial Advisors, LLC | 5,914 | $768.4K | 0.37% | −1,138−16.1% | Reduced |
| Forte Asset Management LLC | 5,923 | $769.6K | 0.50% | +600+11.3% | Added |
| Capital Management Corp | 5,949 | $773.0K | 0.19% | −147−2.4% | Reduced |
| Penbrook Management LLC | 5,967 | $775.3K | 0.66% | −5,800−49.3% | Reduced |
| Ascendant Capital Management, LLC | 6,000 | $779.6K | 2.38% | −1,500−20.0% | Reduced |
| Covestor Ltd | 6,012 | $781.0K | 0.64% | −771−11.4% | Reduced |
| Raub Brock Capital Management LP | 6,046 | $785.6K | 0.16% | +1,400+30.1% | Added |
| Hyperion Capital Advisors LP | 6,047 | $785.7K | 0.39% | 00.0% | Unchanged |
| Charles Schwab Investment Advisory, Inc. | 6,061 | $787.6K | 0.00% | −1,062−14.9% | Reduced |
| MBE Wealth Management, LLC | 6,086 | $790.7K | 0.51% | −138−2.2% | Reduced |
| Guidance Point Advisors, LLC | 6,086 | $790.8K | 0.33% | +7+0.1% | Added |
| Waypoint Wealth Partners Inc. | 6,090 | $791.2K | 0.31% | −208−3.3% | Reduced |
| McNaughton Wealth Management, LLC | 6,115 | $794.5K | 0.54% | +334+5.8% | Added |
| Braun-Bostich & Associates Inc. | 6,142 | $798.0K | 2.30% | −35−0.6% | Reduced |
| Kooman & Associates | 6,144 | $798.3K | 0.79% | +6,144 | New |
| Sageworth Trust Co | 6,165 | $801.0K | 0.06% | +49+0.8% | Added |
| Holland Advisory Services, Inc. | 6,166 | $801.1K | 0.95% | +20.0% | Added |
| Prudent Investors Network | 6,187 | $803.8K | 0.38% | −36,787−85.6% | Reduced |
| Dentgroup LLC | 6,199 | $805.4K | 0.69% | +24+0.4% | Added |
| Hussman Strategic Advisors, Inc. | 6,200 | $805.6K | 0.13% | 00.0% | Unchanged |
| Brand Asset Management Group, Inc. | 6,205 | $806.2K | 0.41% | −810−11.5% | Reduced |
| NSI Retail Advisors, LLC | 6,216 | $808.0K | 0.19% | 00.0% | Unchanged |
| Stewardship Advisors, LLC | 6,222 | $808.5K | 0.33% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 6,230 | $810.0K | 0.45% | +10.0% | Added |
| Macroview Investment Management LLC | 6,234 | $810.0K | 1.39% | +20.0% | Added |
| Ameraudi Asset Management, Inc. | 6,248 | $811.8K | 0.35% | +517+9.0% | Added |
| Your Advocates Ltd., LLP | 6,249 | $811.9K | 0.47% | −80−1.3% | Reduced |
| Schwartz Investment Counsel Inc | 6,250 | $812.1K | 0.04% | 00.0% | Unchanged |
| Continental Investors Services, Inc. | 6,255 | $812.7K | 2.53% | +10.0% | Added |
| Regal Wealth Group, Inc. | 6,312 | $820.1K | 0.60% | +713+12.7% | Added |
| Total Wealth Planning, LLC | 6,325 | $821.8K | 0.20% | −234−3.6% | Reduced |
| Rodgers & Associates, LTD | 6,341 | $823.9K | 0.14% | −221−3.4% | Reduced |
| LifePro Asset Management | 6,344 | $824.3K | 0.60% | +128+2.1% | Added |
| ArrowMark Colorado Holdings LLC | 6,351 | $825.2K | 0.01% | 00.0% | Unchanged |
| Defender Capital, LLC. | 6,353 | $825.4K | 0.33% | 00.0% | Unchanged |
| Woodline Partners LP | 6,359 | $826.2K | 0.01% | +6,359 | New |
| Tandem Wealth Advisors LLC | 6,363 | $826.7K | 0.53% | +6,363 | New |
| Truefg, LLC | 6,384 | $829.5K | 0.40% | +75+1.2% | Added |
| Wealth Management Resources, Inc. | 6,388 | $830.0K | 0.54% | +9+0.1% | Added |
| Foresight Wealth Management, LLC | 6,390 | $830.3K | 11.90% | −84,149−92.9% | Reduced |
| 5th Street Advisors, LLC | 6,394 | $830.8K | 0.83% | −600−8.6% | Reduced |
| Keeley-Teton Advisors, LLC | 6,398 | $831.3K | 0.10% | +863+15.6% | Added |
| Prentiss Smith & Co Inc | 6,421 | $834.3K | 0.76% | −3,993−38.3% | Reduced |
| Jenkins Wealth | 6,433 | $835.8K | 0.34% | +6,433 | New |
| Presidio Capital Management, LLC | 6,492 | $843.5K | 0.76% | −86−1.3% | Reduced |
| Howard Capital Management Inc. | 6,503 | $844.9K | 0.24% | +517+8.6% | Added |
| Global Wealth Strategies & Associates | 6,545 | $850.4K | 0.49% | +6,545 | New |
| Altus Wealth Management, LLC | 6,554 | $852.0K | 0.75% | +5+0.1% | Added |
| Flagstone Financial Management | 6,564 | $852.8K | 0.52% | +6,564 | New |
| Eubel Brady & Suttman Asset Management Inc | 6,599 | $857.0K | 0.14% | −928−12.3% | Reduced |
| Seneca Financial Advisors LLC | 6,616 | $859.7K | 0.54% | −146−2.2% | Reduced |
| S&T Bank | 6,632 | $862.0K | 0.16% | −413−5.9% | Reduced |
| Greenhouse Wealth Management, LLC | 6,648 | $863.8K | 0.87% | +32+0.5% | Added |
| Highland Financial Advisors, LLC | 6,664 | $866.0K | 0.51% | +842+14.5% | Added |
| America First Investment Advisors, LLC | 6,674 | $867.0K | 0.26% | 00.0% | Unchanged |
| Treasure Coast Financial Planning | 6,692 | $870.0K | 0.65% | +20.0% | Added |
| Leading Edge Financial Planning LLC | 6,712 | $872.1K | 0.75% | +6,712 | New |
| Graham Capital Wealth Management, LLC | 6,734 | $874.9K | 1.56% | −69−1.0% | Reduced |
| Morris Financial Concepts, Inc. | 6,746 | $876.5K | 0.71% | −457−6.3% | Reduced |
| Lesa Sroufe & Co | 6,748 | $877.0K | 0.97% | +10.0% | Added |
| Lockerman Financial Group, Inc. | 6,789 | $882.1K | 2.57% | −198−2.8% | Reduced |
| Trinity Wealth Management, LLC | 6,842 | $889.0K | 0.63% | +1,016+17.4% | Added |
| Threadgill Financial, LLC | 6,861 | $891.5K | 0.92% | +107+1.6% | Added |
| MorganRosel Wealth Management, LLC | 6,862 | $891.6K | 0.41% | +21+0.3% | Added |
| D. Scott Neal, Inc. | 6,885 | $894.6K | 0.43% | −190−2.7% | Reduced |
| Cedar Wealth Management, LLC | 6,893 | $895.6K | 0.44% | 00.0% | Unchanged |
| Ipsen Advisor Group LLC | 6,916 | $898.7K | 1.04% | +6,916 | New |
| Mainsail Financial Group, LLC | 6,463 | $901.4K | 0.92% | +6,463 | New |
| Sharkey, Howes & Javer | 6,943 | $902.1K | 0.21% | −1,399−16.8% | Reduced |
| Kerntke Otto McGlone Wealth Management Group | 6,947 | $903.0K | 1.04% | +958+16.0% | Added |
| Marshall Financial Group Inc | 6,950 | $903.1K | 0.39% | +30.0% | Added |
| Mma Asset Management LLC | 6,956 | $903.8K | 0.74% | +11+0.2% | Added |
| All Season Financial Advisors, Inc. | 6,957 | $904.0K | 0.80% | −896−11.4% | Reduced |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 6,982 | $907.2K | 0.01% | −176−2.5% | Reduced |
| RWWM, Inc. | 6,998 | $909.3K | 0.12% | +47+0.7% | Added |
| Parametrica Management Ltd | 6,998 | $909.3K | 1.86% | +6,998 | New |
| Van Strum & Towne Inc. | 7,002 | $909.8K | 0.39% | 00.0% | Unchanged |
| Hill Island Financial LLC | 7,005 | $910.1K | 0.39% | +204+3.0% | Added |
| Arlington Capital Management, Inc. | 7,073 | $918.9K | 1.03% | +7,073 | New |
| Retirement Group, LLC | 7,098 | $922.0K | 0.45% | +3,774+113.5% | Added |