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 8 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
- 4,556
- +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 | 6,150 | $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 | 4,403 | $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 |
|---|---|---|---|---|---|
| Emerald Mutual Fund Advisers Trust | 10,019 | $1.30M | 0.08% | −2,603−20.6% | Reduced |
| Future Financial Wealth Managment LLC | 10,043 | $1.30M | 1.49% | −278−2.7% | Reduced |
| Operose Advisors LLC | 10,067 | $1.31M | 0.70% | +2,029+25.2% | Added |
| Market Street Wealth Management Advisors LLC | 10,074 | $1.31M | 0.38% | +597+6.3% | Added |
| Stegent Equity Advisors, Inc. | 10,080 | $1.31M | 1.57% | −1,238−10.9% | Reduced |
| BEAM Asset Management, LLC | 10,090 | $1.31M | 1.37% | −686−6.4% | Reduced |
| Level Financial Advisors, Inc. | 10,105 | $1.31M | 0.86% | −1,603−13.7% | Reduced |
| RTD Financial Advisors, Inc. | 10,115 | $1.31M | 0.21% | −8,755−46.4% | Reduced |
| Affinia Financial Group, LLC | 10,070 | $1.32M | 1.12% | −16−0.2% | Reduced |
| 360 Financial, Inc. | 9,541 | $1.32M | 0.86% | 00.0% | Unchanged |
| Provident Investment Management, Inc. | 10,154 | $1.32M | 0.16% | +4,238+71.6% | Added |
| ETF Portfolio Partners, Inc. | 10,160 | $1.32M | 0.56% | 00.0% | Unchanged |
| Global Endowment Management, LP | 10,165 | $1.32M | 0.15% | −120,670−92.2% | Reduced |
| Compass Financial Group, INC | 10,221 | $1.33M | 0.48% | +10,221 | New |
| Carl Stuart Investment Advisor, Inc | 10,249 | $1.33M | 1.23% | +11+0.1% | Added |
| Wealthstar Advisors, LLC | 10,264 | $1.33M | 0.61% | +496+5.1% | Added |
| Roth Financial Partners LLC | 10,264 | $1.33M | 0.96% | −76−0.7% | Reduced |
| Seed Wealth Management, Inc. | 10,309 | $1.34M | 1.53% | +10,309 | New |
| Johnson Midwest Financial, LLC | 10,313 | $1.34M | 4.91% | +105+1.0% | Added |
| Divergent Planning, LLC | 10,326 | $1.34M | 0.84% | 00.0% | Unchanged |
| Trilogy Capital Inc. | 10,361 | $1.35M | 0.10% | +2,501+31.8% | Added |
| Heritage Investment Group, Inc. | 10,370 | $1.35M | 0.43% | −2,880−21.7% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 10,370 | $1.35M | 0.03% | +10,370 | New |
| Santori & Peters | 10,376 | $1.35M | 0.79% | −89−0.9% | Reduced |
| Columbus Macro, LLC | 10,405 | $1.35M | 0.52% | +432+4.3% | Added |
| DHJJ Financial Advisors, Ltd. | 10,429 | $1.35M | 0.78% | −307−2.9% | Reduced |
| Valley Forge Investment Consultants Inc Adv | 10,431 | $1.36M | 0.71% | −789−7.0% | Reduced |
| Richelieu Gestion PLC | 10,438 | $1.36M | 1.42% | +32+0.3% | Added |
| 1620 Investment Advisors, Inc. | 10,439 | $1.36M | 1.65% | −37−0.4% | Reduced |
| Carmel Capital Partners, LLC | 10,439 | $1.36M | 0.94% | −92−0.9% | Reduced |
| Holistic Financial Partners | 10,464 | $1.36M | 1.22% | −28−0.3% | Reduced |
| J.Safra Asset Management Corp | 11,771 | $1.36M | 0.24% | +10,474+807.6% | Added |
| Lauterbach Financial Advisors, LLC | 10,482 | $1.36M | 1.21% | +40.0% | Added |
| Capital Investment Services of America, Inc. | 10,483 | $1.36M | 0.18% | 00.0% | Unchanged |
| Harbor Group, Inc. | 10,531 | $1.37M | 0.88% | +16+0.2% | Added |
| Punch & Associates Investment Management, Inc. | 10,532 | $1.37M | 0.09% | +5,981+131.4% | Added |
| Conrad Siegel Investment Advisors, Inc. | 10,534 | $1.37M | 1.37% | −1,640−13.5% | Reduced |
| Buttonwood Financial Advisors Inc. | 10,549 | $1.37M | 1.15% | −671−6.0% | Reduced |
| Enzi Wealth | 9,626 | $1.37M | 0.66% | +20.0% | Added |
| Vantage Financial Partners, LLC | 10,578 | $1.37M | 0.82% | −185−1.7% | Reduced |
| Cunning Capital Partners, LP | 10,605 | $1.38M | 0.98% | −10,615−50.0% | Reduced |
| First Pacific Financial | 10,606 | $1.38M | 0.68% | −803−7.0% | Reduced |
| KWMG, LLC | 10,606 | $1.38M | 0.20% | +264+2.6% | Added |
| Disciplined Investments, LLC | 10,642 | $1.38M | 0.68% | −2,670−20.1% | Reduced |
| Wealthstream Advisors, Inc. | 10,643 | $1.38M | 0.90% | +373+3.6% | Added |
| 3D/L Capital Management, LLC | 10,683 | $1.39M | 0.37% | +8,355+358.9% | Added |
| Joseph Group Capital Management | 10,690 | $1.39M | 1.32% | −196−1.8% | Reduced |
| DecisionPoint Financial, LLC | 10,728 | $1.39M | 0.85% | +10,728 | New |
| Harvest Investment Advisors, LLC | 10,773 | $1.40M | 1.31% | +10,773 | New |
| GR Financial Group, LLC | 10,813 | $1.40M | 0.47% | +10,813 | New |
| Teza Capital Management LLC | 10,828 | $1.41M | 0.27% | +8,887+457.9% | Added |
| Redwood Financial Network Corp | 10,899 | $1.42M | 1.61% | −84−0.8% | Reduced |
| Park Circle Co | 10,900 | $1.42M | 1.38% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 10,935 | $1.42M | 1.12% | −330−2.9% | Reduced |
| Builder Investment Group Inc | 10,937 | $1.42M | 0.67% | +10,937 | New |
| Sym Financial Corp | 10,952 | $1.42M | 0.34% | −157−1.4% | Reduced |
| Intergy Private Wealth, LLC | 10,965 | $1.42M | 0.89% | +731+7.1% | Added |
| Insight 2811, Inc. | 10,978 | $1.43M | 0.88% | +277+2.6% | Added |
| Fiduciary Planning LLC | 10,981 | $1.43M | 0.69% | +2,400+28.0% | Added |
| Evergreen Wealth Management, LLC | 10,648 | $1.43M | 1.31% | +10,648 | New |
| TFB Advisors LLC | 10,992 | $1.43M | 1.20% | +10,992 | New |
| Hubbell Strickland Wealth Management, LLC | 11,005 | $1.43M | 0.87% | −509−4.4% | Reduced |
| New Republic Capital, LLC | 11,012 | $1.43M | 1.13% | +11,012 | New |
| AJ Advisors, LLC | 11,014 | $1.43M | 1.15% | +11,014 | New |
| Redmont Wealth Advisors LLC | 11,017 | $1.43M | 1.68% | −1,000−8.3% | Reduced |
| Warwick Investment Management, Inc. | 11,018 | $1.43M | 0.58% | +11,018 | New |
| LGT Financial Advisors LLC | 11,021 | $1.43M | 1.69% | +11,021 | New |
| Stevard, LLC | 11,023 | $1.43M | 1.22% | 00.0% | Unchanged |
| Saiph Capital, LLC | 11,027 | $1.43M | 0.99% | −90−0.8% | Reduced |
| Axiom Investment Management LLC | 11,035 | $1.43M | 3.73% | −131−1.2% | Reduced |
| Echo45 Advisors LLC | 11,036 | $1.43M | 1.28% | −940−7.8% | Reduced |
| Trevian Wealth Management LLC | 11,052 | $1.44M | 1.57% | +1,417+14.7% | Added |
| Miller Investment Management, LP | 11,118 | $1.44M | 0.25% | 00.0% | Unchanged |
| Soundmark Wealth Management, LLC | 11,183 | $1.45M | 0.94% | −78−0.7% | Reduced |
| ML & R Wealth Management LLC | 11,185 | $1.45M | 0.43% | −526−4.5% | Reduced |
| Sentinel Pension Advisors Inc | 11,200 | $1.46M | 0.46% | +175+1.6% | Added |
| Geo Capital Gestora de Recursos Ltd | 11,204 | $1.46M | 1.16% | +10,593+1,733.7% | Added |
| Del-Sette Capital Management, LLC | 11,227 | $1.46M | 1.50% | −2,366−17.4% | Reduced |
| Pavion Blue Capital, LLC | 11,252 | $1.46M | 0.93% | −190−1.7% | Reduced |
| Awm Capital, LLC | 11,280 | $1.47M | 0.50% | −294−2.5% | Reduced |
| Wallace Capital Management Inc. | 11,281 | $1.47M | 0.23% | +700+6.6% | Added |
| Cohen & Steers, Inc. | 11,290 | $1.47M | 0.00% | 00.0% | Unchanged |
| Woodward Financial Advisors, Inc. | 11,292 | $1.47M | 1.26% | 00.0% | Unchanged |
| Compass Ion Advisors, LLC | 11,312 | $1.47M | 0.38% | −359−3.1% | Reduced |
| Client 1st Advisory Group, LLC | 11,321 | $1.47M | 0.86% | +1,001+9.7% | Added |
| New Perspectives, Inc | 11,334 | $1.47M | 1.13% | +50.0% | Added |
| Horizon Kinetics Asset Management LLC | 11,341 | $1.47M | 0.02% | −337−2.9% | Reduced |
| Element Wealth, LLC | 11,368 | $1.48M | 1.21% | −401−3.4% | Reduced |
| Tealwood Asset Management Inc | 11,374 | $1.48M | 0.77% | −538−4.5% | Reduced |
| Sage Investment Advisers LLC | 11,416 | $1.48M | 2.11% | +16+0.1% | Added |
| SMART Wealth LLC | 11,417 | $1.48M | 1.12% | +11,417 | New |
| MBM Wealth Consultants, LLC | 11,866 | $1.48M | 0.70% | +575+5.1% | Added |
| Corsair Capital Management, L.P. | 11,424 | $1.48M | 0.56% | −6,212−35.2% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 11,445 | $1.49M | 1.09% | +97+0.9% | Added |
| Truadvice, LLC | 10,953 | $1.49M | 0.78% | +1,078+10.9% | Added |
| HT Partners LLC | 11,489 | $1.49M | 0.49% | −21−0.2% | Reduced |
| Leonard Rickey Investment Advisors P.L.L.C. | 11,492 | $1.49M | 0.63% | −541−4.5% | Reduced |
| Blueprint Investment Partners LLC | 11,500 | $1.49M | 0.32% | −86,351−88.2% | Reduced |
| Strid Group, LLC | 11,498 | $1.50M | 0.36% | 00.0% | Unchanged |
| RAM Investment Partners, LLC | 11,519 | $1.50M | 0.92% | +11,519 | New |