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 |
|---|---|---|---|---|---|
| David Kennon Inc | 8,421 | $1.09M | 0.57% | −655−7.2% | Reduced |
| Capital Impact Advisors, LLC | 8,436 | $1.10M | 1.07% | +3,495+70.7% | Added |
| Eliot Finkel Investment Counsel, LLC | 8,446 | $1.10M | 0.70% | −929−9.9% | Reduced |
| Bennicas & Associates, Inc. | 8,446 | $1.10M | 0.63% | −150−1.7% | Reduced |
| Coho Partners, Ltd. | 8,455 | $1.10M | 0.02% | −430−4.8% | Reduced |
| Warren Street Wealth Advisors, LLC | 8,473 | $1.10M | 0.88% | −5,153−37.8% | Reduced |
| Ascension Capital Advisors, Inc. | 8,513 | $1.11M | 1.07% | −512−5.7% | Reduced |
| Treynor Bancshares, Inc. | 8,514 | $1.11M | 0.76% | −44−0.5% | Reduced |
| Crane Advisory, LLC | 8,523 | $1.11M | 0.45% | +100+1.2% | Added |
| Arq Wealth Advisors, LLC | 8,526 | $1.11M | 0.72% | +115+1.4% | Added |
| Verum Partners LLC | 8,568 | $1.11M | 1.37% | +8,568 | New |
| Rempart Asset Management Inc. | 8,585 | $1.11M | 0.26% | −250−2.8% | Reduced |
| Whitaker-Myers Wealth Managers, LTD. | 8,582 | $1.12M | 1.07% | +8,582 | New |
| Lifestyle Asset Management, Inc. | 8,601 | $1.12M | 0.89% | +8,601 | New |
| Oakwell Private Wealth Management, LLC | 8,628 | $1.12M | 0.54% | −188−2.1% | Reduced |
| James Hambro & Partners | 8,634 | $1.12M | 0.09% | −4,108−32.2% | Reduced |
| Oliver Luxxe Assets LLC | 8,657 | $1.12M | 0.31% | −259−2.9% | Reduced |
| Waterford Advisors, LLC | 8,661 | $1.13M | 0.66% | +8,661 | New |
| ForthRight Wealth Management, LLC | 8,697 | $1.13M | 0.58% | −40−0.5% | Reduced |
| Blue Square Asset Management, LLC | 8,732 | $1.13M | 0.73% | −2,561−22.7% | Reduced |
| Alpha Financial Partners, LLC | 8,818 | $1.15M | 1.39% | +8,818 | New |
| Stelac Advisory Services LLC | 8,831 | $1.15M | 0.52% | −54,317−86.0% | Reduced |
| Stone Run Capital, LLC | 8,833 | $1.15M | 0.58% | −1,900−17.7% | Reduced |
| Steward Financial Group LLC | 8,853 | $1.15M | 0.57% | −151−1.7% | Reduced |
| WorthPointe, LLC | 8,876 | $1.15M | 0.83% | +712+8.7% | Added |
| Echo Street Capital Management LLC | 8,880 | $1.15M | 0.01% | +8,880 | New |
| WR Wealth Planners, LLC | 8,896 | $1.16M | 0.71% | −2,537−22.2% | Reduced |
| Landmark Wealth Management, LLC | 8,896 | $1.16M | 0.84% | −19−0.2% | Reduced |
| Financial Sense Advisors, Inc. | 8,913 | $1.16M | 0.48% | −607−6.4% | Reduced |
| Fortis Advisors, LLC | 8,924 | $1.16M | 0.88% | +10.0% | Added |
| Horizon Family Wealth, Inc. | 8,927 | $1.16M | 1.34% | −78−0.9% | Reduced |
| Armbruster Capital Management, Inc. | 8,932 | $1.16M | 0.30% | +624+7.5% | Added |
| Adalta Capital Management LLC | 8,934 | $1.16M | 0.82% | −1,540−14.7% | Reduced |
| Prostatis Group LLC | 8,952 | $1.16M | 0.71% | −6,643−42.6% | Reduced |
| OLIO Financial Planning | 8,964 | $1.16M | 0.63% | −1,120−11.1% | Reduced |
| Keating Investment Counselors Inc | 8,968 | $1.17M | 0.46% | +4,195+87.9% | Added |
| Maripau Wealth Management LLC | 8,630 | $1.17M | 1.21% | −185−2.1% | Reduced |
| TCP Asset Management, LLC | 8,990 | $1.17M | 0.91% | +8,990 | New |
| Clearview Wealth Advisors LLC | 8,996 | $1.17M | 0.90% | −297−3.2% | Reduced |
| Vista Investment Management | 9,002 | $1.17M | 0.67% | +141+1.6% | Added |
| Bridgefront Capital, LLC | 9,049 | $1.18M | 0.82% | +9,049 | New |
| CenterStar Asset Management, LLC | – | $1.18M | 2.19% | – | – |
| VELA Investment Management, LLC | 9,051 | $1.18M | 0.58% | +705+8.4% | Added |
| Phillips Financial Management, LLC | 9,058 | $1.18M | 0.12% | +2,178+31.7% | Added |
| Morton Brown Family Wealth, LLC | 9,078 | $1.18M | 0.80% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 9,082 | $1.18M | 0.39% | +10.0% | Added |
| Ratio Wealth Group | 9,093 | $1.18M | 0.34% | +426+4.9% | Added |
| Hartford Funds Management Co LLC | 9,105 | $1.18M | 0.12% | +4,580+101.2% | Added |
| Karpas Strategies, LLC | 9,153 | $1.19M | 0.42% | +30.0% | Added |
| Delos Wealth Advisors, LLC | 9,170 | $1.19M | 1.84% | −2,755−23.1% | Reduced |
| Costello Asset Management, INC | 9,197 | $1.19M | 1.08% | −133−1.4% | Reduced |
| Weinberger Asset Management, Inc | 9,200 | $1.20M | 0.73% | +1,463+18.9% | Added |
| swisspartners Ltd. | 9,227 | $1.20M | 1.53% | −1,390−13.1% | Reduced |
| Meredith Wealth Planning | 9,238 | $1.20M | 1.03% | +9,238 | New |
| Millington Financial Advisors, LLC | 9,241 | $1.20M | 1.17% | +9,241 | New |
| Consilio Wealth Advisors, LLC | 9,274 | $1.21M | 0.77% | +1,794+24.0% | Added |
| Probity Advisors, Inc. | 9,283 | $1.21M | 0.27% | +359+4.0% | Added |
| Keb Asset Management, LLC | 9,324 | $1.21M | 0.64% | −544−5.5% | Reduced |
| Vantage Financial Partners Ltd., Inc. | 9,340 | $1.21M | 0.70% | −1,100−10.5% | Reduced |
| Mason Investment Advisory Services, Inc. | 9,344 | $1.21M | 0.12% | +2,198+30.8% | Added |
| Hanlon Investment Management, Inc. | 9,359 | $1.22M | 0.42% | −7,755−45.3% | Reduced |
| Retirement Investment Advisors, Inc. | 9,380 | $1.22M | 0.79% | +9,380 | New |
| Flower City Capital | 9,392 | $1.22M | 1.42% | −244−2.5% | Reduced |
| Empirical Asset Management, LLC | 79,720 | $1.22M | 1.29% | +73,337+1,148.9% | Added |
| Lutz Financial Services LLC | 9,414 | $1.22M | 0.15% | −74−0.8% | Reduced |
| Chiron Capital Management, LLC | 9,421 | $1.22M | 0.85% | 00.0% | Unchanged |
| Longitude (Cayman) Ltd. | 9,500 | $1.23M | 3.43% | −3,500−26.9% | Reduced |
| New England Capital Financial Advisors LLC | 8,972 | $1.24M | 0.88% | +8,972 | New |
| Clifford Group, LLC | 9,531 | $1.24M | 1.55% | +9,531 | New |
| Cornerstone Advisors Asset Management, LLC | 9,548 | $1.24M | 0.66% | +791+9.0% | Added |
| PFS Partners, LLC | 9,571 | $1.24M | 1.31% | −2,636−21.6% | Reduced |
| Marotta Asset Management | 9,619 | $1.25M | 0.30% | −222−2.3% | Reduced |
| Private Capital Management, LLC | 9,634 | $1.25M | 0.17% | +726+8.1% | Added |
| True Wealth Design, LLC | 9,661 | $1.26M | 0.58% | +9,661 | New |
| Inspire Advisors, LLC | 9,663 | $1.26M | 0.32% | −341−3.4% | Reduced |
| Roble, Belko & Company, Inc | 9,696 | $1.26M | 0.27% | −380−3.8% | Reduced |
| Access Financial Services, Inc. | 9,703 | $1.26M | 0.77% | +22+0.2% | Added |
| Dopkins Wealth Management, LLC | 9,712 | $1.26M | 1.11% | 00.0% | Unchanged |
| Courage Miller Partners, LLC | 9,723 | $1.26M | 0.58% | +1,544+18.9% | Added |
| Precision Wealth Strategies, LLC | 9,748 | $1.27M | 1.32% | −3,931−28.7% | Reduced |
| FC Advisory LLC | 9,772 | $1.27M | 0.60% | +167+1.7% | Added |
| Orgel Wealth Management, LLC | 9,776 | $1.27M | 0.05% | −204−2.0% | Reduced |
| Meridian Financial, LLC | 9,789 | $1.27M | 1.34% | −80−0.8% | Reduced |
| Baron Financial Group, LLC | 9,817 | $1.28M | 0.85% | +517+5.6% | Added |
| Peterson Wealth Management | 9,821 | $1.28M | 1.30% | +728+8.0% | Added |
| Wick Capital Partners, LLC | 9,829 | $1.28M | 0.72% | −815−7.7% | Reduced |
| Slocum, Gordon & Co LLP | 9,830 | $1.28M | 0.82% | +9,830 | New |
| Cohen Capital Management, Inc. | 9,837 | $1.28M | 0.26% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 9,845 | $1.28M | 0.40% | −59−0.6% | Reduced |
| GenWealth Group, Inc. | 9,850 | $1.28M | 0.42% | +10.0% | Added |
| Callan Family Office, LLC | 9,911 | $1.29M | 0.42% | +9,911 | New |
| Prosperity Planning, Inc. | 9,990 | $1.29M | 0.64% | 00.0% | Unchanged |
| Omega Financial Group, LLC | 9,942 | $1.29M | 0.67% | +37+0.4% | Added |
| Pitti Group Wealth Management, LLC | 9,951 | $1.29M | 1.54% | +318+3.3% | Added |
| Afg Fiduciary Services Limited Partnership | 9,953 | $1.29M | 1.22% | −171−1.7% | Reduced |
| Warberg Asset Management LLC | 10,000 | $1.30M | 0.40% | −6,000−37.5% | Reduced |
| Mork Capital Management, LLC | 10,000 | $1.30M | 1.00% | 00.0% | Unchanged |
| SCP Investment, LP | 10,000 | $1.30M | 1.25% | 00.0% | Unchanged |
| WealthCare Investment Partners, LLC | 10,004 | $1.30M | 0.89% | −76−0.8% | Reduced |
| Wealthcare Capital Management LLC | 10,018 | $1.30M | 0.17% | +13+0.1% | Added |