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 |
|---|---|---|---|---|---|
| BlackDiamond Wealth Management Inc. | 11,471 | $1.50M | 1.70% | +678+6.3% | Added |
| Analog Century Management LP | 11,630 | $1.51M | 0.66% | +11,630 | New |
| KWB Wealth | 11,644 | $1.51M | 0.29% | −2,529−17.8% | Reduced |
| Defined Wealth Management, LLC | 11,644 | $1.51M | 1.42% | +18+0.2% | Added |
| Lakeside Advisors, INC. | 11,655 | $1.51M | 1.24% | +40.0% | Added |
| Franklin, Parlapiano, Turner & Welch, LLC | 11,716 | $1.52M | 0.50% | −373−3.1% | Reduced |
| Asset Advisors Investment Management, LLC | 11,733 | $1.52M | 0.20% | +92+0.8% | Added |
| SFG Wealth Management, LLC. | 11,813 | $1.53M | 1.90% | −762−6.1% | Reduced |
| Legend Financial Advisors, Inc. | 11,814 | $1.54M | 1.34% | −160−1.3% | Reduced |
| Wooster Corthell Wealth Management, Inc. | 11,839 | $1.54M | 0.44% | +40.0% | Added |
| Integral Investment Advisors, Inc. | 11,878 | $1.54M | 1.20% | −388−3.2% | Reduced |
| Sutton Place Investors LLC | 11,878 | $1.54M | 2.20% | −645−5.2% | Reduced |
| Financial Freedom, LLC | 11,888 | $1.54M | 1.04% | +11,888 | New |
| Pring Turner Capital Group Inc | 11,889 | $1.54M | 1.68% | −103−0.9% | Reduced |
| Compass Wealth Management LLC | 11,894 | $1.55M | 0.51% | +11,894 | New |
| Powers Advisory Group, LLC | 11,896 | $1.55M | 1.14% | +11+0.1% | Added |
| Basepoint Wealth LLC | 11,925 | $1.55M | 1.37% | −333−2.7% | Reduced |
| Talisman Wealth Advisors LLC | 11,929 | $1.55M | 3.30% | +11,929 | New |
| Retirement Solution Inc. | 11,930 | $1.55M | 0.85% | −13,810−53.7% | Reduced |
| Thrive Capital Management, LLC | 11,953 | $1.55M | 1.02% | +2,353+24.5% | Added |
| Menard Financial Group LLC | 11,962 | $1.55M | 3.70% | −3,339−21.8% | Reduced |
| Stevens Capital Management LP | 11,974 | $1.56M | 0.98% | +11,974 | New |
| Tower Wealth Partners, Inc. | 11,976 | $1.56M | 1.36% | −33−0.3% | Reduced |
| Annapolis Financial Services, LLC | 11,985 | $1.56M | 0.50% | −150−1.2% | Reduced |
| Triumph Capital Management | 12,010 | $1.56M | 0.84% | +1,723+16.7% | Added |
| Newton One Investments LLC | 12,034 | $1.56M | 1.01% | 00.0% | Unchanged |
| Grace & White Inc | 12,059 | $1.57M | 0.31% | +840+7.5% | Added |
| Alaska Permanent Fund Corp | 12,071 | $1.57M | 0.03% | −2,343−16.3% | Reduced |
| Axq Capital, LP | 12,090 | $1.57M | 1.09% | +12,090 | New |
| Refined Wealth Management | 12,097 | $1.57M | 1.38% | +901+8.0% | Added |
| X-Square Capital, LLC | 12,102 | $1.57M | 0.90% | +1,143+10.4% | Added |
| United Community Bank | 12,123 | $1.58M | 1.52% | +1,371+12.8% | Added |
| Aletheian Wealth Advisors LLC | 12,148 | $1.58M | 1.36% | +3,765+44.9% | Added |
| Heartwood Wealth Advisors LLC | 12,170 | $1.58M | 0.25% | +2,677+28.2% | Added |
| Francis Financial, Inc. | 12,171 | $1.58M | 1.47% | +200+1.7% | Added |
| Rosenblum Silverman Sutton S F Inc | 12,206 | $1.59M | 0.58% | −1,481−10.8% | Reduced |
| Elgethun Capital Management | 12,677 | $1.59M | 0.57% | +10.0% | Added |
| KC Investment Advisors, LLC | 12,220 | $1.59M | 1.50% | −5,504−31.1% | Reduced |
| Capitol Family Office, Inc. | 12,239 | $1.59M | 3.22% | −17,910−59.4% | Reduced |
| Viewpoint Capital Management LLC | 12,241 | $1.59M | 1.54% | +424+3.6% | Added |
| ICONIQ Capital, LLC | 12,256 | $1.59M | 0.02% | −310−2.5% | Reduced |
| Pinnacle Wealth Management, LLC | 12,266 | $1.59M | 1.92% | −864−6.6% | Reduced |
| PAX Financial Group, LLC | 12,283 | $1.60M | 0.41% | −1,395−10.2% | Reduced |
| Motive Wealth Advisors | 12,372 | $1.61M | 1.23% | +638+5.4% | Added |
| Profit Investment Management, LLC | 12,408 | $1.61M | 1.13% | 00.0% | Unchanged |
| Pinnacle Financial Group, LLC | 12,410 | $1.61M | 1.14% | +33+0.3% | Added |
| Weybosset Research & Management LLC | 12,411 | $1.61M | 0.62% | −29−0.2% | Reduced |
| Core Wealth Advisors, Inc. | 12,416 | $1.61M | 0.71% | +663+5.6% | Added |
| Richwood Investment Advisors, LLC | 12,471 | $1.62M | 1.63% | −63−0.5% | Reduced |
| Claris Advisors, LLC | 12,490 | $1.62M | 1.54% | −61−0.5% | Reduced |
| Financial Planning & Information Services, Inc. | 12,494 | $1.62M | 0.34% | +1,150+10.1% | Added |
| Raleigh Capital Management Inc. | 12,495 | $1.62M | 0.84% | +4,847+63.4% | Added |
| Hillsdale Investment Management Inc. | 12,507 | $1.63M | 0.14% | +410+3.4% | Added |
| Monte Financial Group, LLC | 12,524 | $1.63M | 0.84% | +215+1.7% | Added |
| Caxton Associates LP | 12,548 | $1.63M | 0.12% | +12,548 | New |
| Quattro Financial Advisors LLC | 12,600 | $1.64M | 0.65% | −4,530−26.4% | Reduced |
| Marquette Asset Management, LLC | 12,616 | $1.64M | 0.48% | −1,767−12.3% | Reduced |
| Barnes Pettey Financial Advisors, LLC | 12,624 | $1.64M | 1.69% | −581−4.4% | Reduced |
| Paradigm Capital Management, LLC | 12,637 | $1.64M | 2.40% | −74−0.6% | Reduced |
| Poplar Forest Capital LLC | 12,650 | $1.64M | 0.20% | −126−1.0% | Reduced |
| Portfolio Strategies, Inc. | 12,656 | $1.64M | 0.37% | +60.0% | Added |
| Harvest Investment Services, LLC | 12,703 | $1.65M | 1.76% | −1,527−10.7% | Reduced |
| Riverpoint Wealth Management Holdings, LLC | 12,712 | $1.65M | 0.61% | +18+0.1% | Added |
| Wedgewood Investors Inc | 12,733 | $1.65M | 2.18% | +3,326+35.4% | Added |
| Fuller & Thaler Asset Management, Inc. | 12,776 | $1.66M | 0.01% | −7,475−36.9% | Reduced |
| Northern Capital Management, Inc. | 12,792 | $1.66M | 1.60% | +3,540+38.3% | Added |
| Tillar-Wenstrup Advisors, LLC | 12,828 | $1.67M | 0.81% | −250−1.9% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 12,834 | $1.67M | 0.38% | −133−1.0% | Reduced |
| Concorde Asset Management, LLC | 12,862 | $1.67M | 1.49% | −2,147−14.3% | Reduced |
| Guardian Financial Partners, LLC | 12,894 | $1.68M | 1.78% | +148+1.2% | Added |
| Qsemble Capital Management, LP | 12,900 | $1.68M | 1.17% | +12,900 | New |
| MinichMacGregor Wealth Management, LLC | 12,904 | $1.68M | 0.61% | −49−0.4% | Reduced |
| Valtinson Bruner Financial Planning LLC | 12,423 | $1.68M | 0.97% | −40.0% | Reduced |
| Peterson Wealth Advisors, LLC | 12,961 | $1.68M | 0.51% | −339−2.5% | Reduced |
| Garrison Asset Management, LLC | 12,972 | $1.69M | 1.09% | −8−0.1% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 12,971 | $1.69M | 1.44% | +12,971 | New |
| Tanglewood Legacy Advisors, LLC | 12,983 | $1.69M | 1.20% | +12,983 | New |
| TrueWealth Advisors, LLC | 12,989 | $1.69M | 0.74% | −113−0.9% | Reduced |
| Hudson Portfolio Management LLC | 12,994 | $1.69M | 1.87% | 00.0% | Unchanged |
| Fortress Wealth Management, Inc. | 13,008 | $1.69M | 1.41% | 00.0% | Unchanged |
| Unique Wealth, LLC | 13,022 | $1.69M | 0.90% | +13,022 | New |
| SBB Research Group LLC | 13,035 | $1.69M | 2.45% | +17+0.1% | Added |
| Allegiance Financial Group Advisory Services LLC | 13,046 | $1.70M | 1.63% | +13,046 | New |
| Drake & Associates, LLC | 13,051 | $1.70M | 0.90% | +1,195+10.1% | Added |
| Orin Green Financial, LLC | 13,053 | $1.70M | 1.00% | +100+0.8% | Added |
| Warner Financial, Inc | 13,091 | $1.70M | 1.30% | +155+1.2% | Added |
| Uncommon Cents Investing LLC | 13,110 | $1.70M | 0.63% | +100+0.8% | Added |
| WJ Wealth Management, LLC | 13,120 | $1.70M | 0.99% | −1,220−8.5% | Reduced |
| Groesbeck Investment Management Corp | 13,120 | $1.71M | 2.86% | −120−0.9% | Reduced |
| Vaughan & Co Securities, Inc. | 13,128 | $1.71M | 1.36% | −196−1.5% | Reduced |
| Cubic Asset Management, LLC | 13,131 | $1.71M | 0.49% | 00.0% | Unchanged |
| Apeiron RIA LLC | 13,132 | $1.71M | 0.65% | +8+0.1% | Added |
| Resource Consulting Group Inc | 13,140 | $1.71M | 0.45% | −3,679−21.9% | Reduced |
| West Financial Advisors, LLC | 13,150 | $1.71M | 0.48% | −2,131−13.9% | Reduced |
| Gill Capital Partners, LLC | 13,174 | $1.71M | 0.81% | +145+1.1% | Added |
| HGK Asset Management Inc | 13,181 | $1.71M | 0.58% | −80−0.6% | Reduced |
| Matrix Trust Co | 13,186 | $1.71M | 0.43% | +4,341+49.1% | Added |
| Professional Financial Advisors, LLC | 13,190 | $1.71M | 1.16% | +60.0% | Added |
| Systematic Financial Management LP | 13,210 | $1.72M | 0.06% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 13,211 | $1.72M | 1.08% | 00.0% | Unchanged |