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 |
|---|---|---|---|---|---|
| Albert D Mason Inc | 7,138 | $927.0K | 0.66% | −377−5.0% | Reduced |
| Sonen Capital LLC | 7,138 | $927.5K | 1.52% | +513+7.7% | Added |
| Requisite Capital Management, LLC | 7,133 | $928.0K | 0.30% | 00.0% | Unchanged |
| Earnest Partners LLC | 7,143 | $928.1K | 0.01% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 7,144 | $928.2K | 1.08% | +74+1.0% | Added |
| Sippican Capital Advisors | 7,174 | $932.0K | 0.89% | −110−1.5% | Reduced |
| Kanen Wealth Management LLC | 7,180 | $932.9K | 0.48% | 00.0% | Unchanged |
| Sanchez Wealth Management Group | 7,194 | $934.8K | 0.46% | +9+0.1% | Added |
| Donoghue Forlines LLC | 7,220 | $938.1K | 0.33% | −781−9.8% | Reduced |
| Financial Alternatives, Inc | 7,249 | $941.9K | 0.94% | +7,249 | New |
| Prentice Wealth Management LLC | 7,254 | $942.5K | 0.47% | −36−0.5% | Reduced |
| ETF Managers Group, LLC | 7,287 | $946.8K | 0.04% | −5,984−45.1% | Reduced |
| Myecfo, LLC | 7,289 | $947.1K | 0.78% | +7,289 | New |
| Litman Gregory Asset Management LLC | 7,367 | $957.2K | 0.13% | −110−1.5% | Reduced |
| Gibson Capital, LLC | 7,376 | $958.4K | 0.29% | −2,016−21.5% | Reduced |
| RIA Advisory Group LLC | 10,482 | $959.3K | 0.56% | +10,482 | New |
| Fca Corp | 7,391 | $960.3K | 0.39% | 00.0% | Unchanged |
| GoalFusion Wealth Management, LLC | 6,656 | $960.4K | 0.77% | +6,656 | New |
| Advanced Research Investment Solutions, LLC | 7,440 | $966.7K | 0.61% | −2,562−25.6% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 7,446 | $967.5K | 0.15% | +81+1.1% | Added |
| Davidson Capital Management Inc. | 7,447 | $967.6K | 0.66% | −940−11.2% | Reduced |
| Heck Capital Advisors, LLC | 7,456 | $968.8K | 0.19% | +104+1.4% | Added |
| Axiom Advisory, LLC | 7,465 | $970.1K | 1.03% | −60−0.8% | Reduced |
| Elwood & Goetz Wealth Advisory Group, LLC | 7,476 | $971.4K | 0.30% | −156−2.0% | Reduced |
| Mizuho Securities Co. Ltd. | 7,480 | $971.9K | 2.70% | −40,714−84.5% | Reduced |
| Cutler Group LP | 7,484 | $972.0K | 0.12% | +4,760+174.7% | Added |
| Angeles Investment Advisors, LLC | 7,481 | $972.0K | 0.08% | +7,481 | New |
| Conestoga Capital Advisors, LLC | 7,490 | $973.2K | 0.02% | −810−9.8% | Reduced |
| ACT Advisors, LLC. | 7,505 | $975.1K | 0.62% | +404+5.7% | Added |
| Cypress Financial Planning LLC | 7,803 | $975.9K | 0.65% | +269+3.6% | Added |
| Hunter Perkins Capital Management, LLC | 7,541 | $979.0K | 0.22% | −200−2.6% | Reduced |
| Compass Advisory Group LLC | 7,203 | $979.1K | 0.56% | −1,384−16.1% | Reduced |
| PFG Private Wealth Management, LLC | 7,576 | $984.0K | 0.61% | +541+7.7% | Added |
| Essex Private Wealth Management, LLC | 7,578 | $984.7K | 3.69% | −60−0.8% | Reduced |
| Kraft, Davis & Associates, LLC | 6,430 | $988.1K | 0.39% | +6,430 | New |
| Sage Private Wealth Group, LLC | 7,610 | $988.8K | 1.17% | −3,522−31.6% | Reduced |
| Tilson Financial Group, Inc. | 7,610 | $989.0K | 0.84% | +7,610 | New |
| Donald L. Hagan, LLC | 7,618 | $989.8K | 0.62% | +210+2.8% | Added |
| Alliance Wealth Advisors, LLC | 7,620 | $990.0K | 0.44% | +7,620 | New |
| Stone House Investment Management, LLC | 7,620 | $990.1K | 0.35% | −174−2.2% | Reduced |
| Commonwealth Retirement Investments LLC | 7,631 | $991.5K | 0.60% | +7,631 | New |
| Innova Wealth Partners | 7,650 | $994.0K | 0.88% | −1,650−17.7% | Reduced |
| Krane Funds Advisors LLC | 7,653 | $994.0K | 0.04% | −904−10.6% | Reduced |
| PCG Wealth Advisors, LLC | 7,650 | $994.0K | 0.63% | −7,752−50.3% | Reduced |
| AllGen Financial Advisors, Inc. | 7,661 | $995.3K | 0.71% | −1,632−17.6% | Reduced |
| Portland Investment Counsel Inc. | 7,674 | $997.0K | 0.57% | 00.0% | Unchanged |
| Norwood Financial Corp | 7,675 | $997.2K | 1.57% | +175+2.3% | Added |
| Thompson Davis & Co., Inc. | 7,694 | $999.7K | 1.42% | −5,391−41.2% | Reduced |
| Partners in Financial Planning | 8,027 | $1.00M | 0.28% | +101+1.3% | Added |
| Avenue 1 Advisors, LLC | 7,731 | $1.00M | 0.59% | −108−1.4% | Reduced |
| Keeler & Nadler Financial Planning & Wealth Management | 7,755 | $1.01M | 0.91% | +7,755 | New |
| High Pines Wealth Management, LLC | 7,758 | $1.01M | 1.77% | +8+0.1% | Added |
| Tolleson Wealth Management, Inc. | 7,761 | $1.01M | 0.27% | +91+1.2% | Added |
| Corrado Advisors, LLC | 7,765 | $1.01M | 0.71% | +3,597+86.3% | Added |
| McNamara Financial Services, Inc. | 7,766 | $1.01M | 0.27% | +5+0.1% | Added |
| CIBC World Markets Inc. | 3,487,944 | $1.01M | 0.00% | +58,291+1.7% | Added |
| Strategic Point Investment Advisors, LLC | 7,794 | $1.01M | 0.24% | 00.0% | Unchanged |
| Caz Investments LP | 7,800 | $1.01M | 3.31% | +7,800 | New |
| Rex Capital Advisors, LLC | 7,827 | $1.02M | 0.67% | 00.0% | Unchanged |
| HF Advisory Group, LLC | 7,850 | $1.02M | 1.03% | +7,850 | New |
| Aufman Associates Inc | 7,852 | $1.02M | 0.94% | +177+2.3% | Added |
| Shelton Wealth Management, LLC | 7,886 | $1.02M | 0.81% | −452−5.4% | Reduced |
| Presilium Private Wealth, LLC | 7,891 | $1.03M | 0.43% | +7,891 | New |
| My Purposeful Wealth Corp. | 7,895 | $1.03M | 0.91% | +7,895 | New |
| Ballew Advisors, Inc | 7,697 | $1.03M | 0.79% | +29+0.4% | Added |
| Adams Wealth Management | 7,905 | $1.03M | 0.36% | −20−0.3% | Reduced |
| Scholtz & Company, LLC | 7,921 | $1.03M | 0.73% | +3,029+61.9% | Added |
| Interchange Capital Partners, LLC | 7,922 | $1.03M | 1.05% | −1,656−17.3% | Reduced |
| Shakespeare Wealth Management, Inc. | 7,931 | $1.03M | 0.38% | −160−2.0% | Reduced |
| Arcus Capital Partners, LLC | 7,944 | $1.03M | 0.41% | +4,542+133.5% | Added |
| Stone Asset Management Inc. | 7,952 | $1.03M | 0.64% | −841−9.6% | Reduced |
| Driehaus Capital Management LLC | 7,979 | $1.04M | 0.02% | −129−1.6% | Reduced |
| PYA Waltman Capital, LLC | 7,987 | $1.04M | 0.54% | +6+0.1% | Added |
| Panoramic Investment Advisors, LLC | 7,989 | $1.04M | 1.06% | +7,989 | New |
| Aristotle Capital Management, LLC | 8,000 | $1.04M | 0.00% | 00.0% | Unchanged |
| Oasis Management Co Ltd. | 8,000 | $1.04M | 0.22% | +8,000 | New |
| Bayshore Asset Management, LLC | 8,012 | $1.04M | 0.67% | 00.0% | Unchanged |
| Rather & Kittrell, Inc. | 8,042 | $1.04M | 0.56% | −2,800−25.8% | Reduced |
| National Wealth Management Group, LLC | 8,052 | $1.05M | 1.25% | −1,736−17.7% | Reduced |
| Interactive Financial Advisors | 8,059 | $1.05M | 0.63% | −681−7.8% | Reduced |
| Camelot Portfolios, LLC | 8,061 | $1.05M | 0.78% | −431−5.1% | Reduced |
| Strategic Equity Management | 8,108 | $1.05M | 0.40% | −95−1.2% | Reduced |
| Paragon Advisors, LLC | 8,157 | $1.06M | 0.47% | +329+4.2% | Added |
| Biltmore Wealth Management, LLC | 8,176 | $1.06M | 0.46% | −20−0.2% | Reduced |
| Pacifica Capital Investments, LLC | 8,200 | $1.06M | 0.34% | 00.0% | Unchanged |
| Game Creek Capital, LP | 8,200 | $1.07M | 0.68% | −1,350−14.1% | Reduced |
| Family Investment Center, Inc. | 8,202 | $1.07M | 0.78% | +8,202 | New |
| Essential Planning, LLC. | 7,965 | $1.07M | 0.82% | +3,934+97.6% | Added |
| CarsonAllaria Wealth Management, Ltd. | 8,217 | $1.07M | 0.93% | +481+6.2% | Added |
| RHS Financial, LLC | 8,245 | $1.07M | 0.85% | +178+2.2% | Added |
| Cowen and Company, LLC | 8,246 | $1.07M | 0.11% | +1,369+19.9% | Added |
| Intrepid Capital Management Inc | 8,304 | $1.08M | 0.93% | +3,245+64.1% | Added |
| Voya Financial Advisors, Inc. | 8,339 | $1.08M | 0.14% | +456+5.8% | Added |
| Boston Standard Wealth Management, LLC | 8,328 | $1.08M | 0.32% | −380−4.4% | Reduced |
| Executive Wealth Group LLC | 8,335 | $1.08M | 0.83% | +12+0.1% | Added |
| Crestone Asset Management LLC | 8,347 | $1.08M | 0.23% | −117−1.4% | Reduced |
| BTG Pactual Global Asset Management Ltd | 8,352 | $1.09M | 1.81% | −1,653−16.5% | Reduced |
| RiverGlades Family Offices LLC | 8,353 | $1.09M | 1.00% | +8,353 | New |
| Easterly Investment Partners LLC | 8,372 | $1.09M | 0.09% | +105+1.3% | Added |
| American Planning Services, Inc. | 8,379 | $1.09M | 1.09% | +8,370+93,000.0% | Added |