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 |
|---|---|---|---|---|---|
| Palisade Asset Management, LLC | 253,994 | $33.0M | 3.78% | +12,846+5.3% | Added |
| Transform Wealth, LLC | 253,601 | $33.0M | 3.69% | +26,623+11.7% | Added |
| Edgewood Management LLC | 253,392 | $32.9M | 0.12% | −15,726−5.8% | Reduced |
| Caldwell Trust Co | 253,372 | $32.9M | 4.66% | −6,621−2.5% | Reduced |
| Telemus Capital, LLC | 253,821 | $32.9M | 3.00% | −862−0.3% | Reduced |
| Columbia Asset Management | 252,475 | $32.8M | 8.06% | −2,180−0.9% | Reduced |
| McKinley Capital Management LLC /Delaware | 251,292 | $32.7M | 4.37% | −5,675−2.2% | Reduced |
| Pittenger & Anderson Inc | 250,075 | $32.5M | 1.79% | +4,218+1.7% | Added |
| Ocean Capital Management, LLC | 250,024 | $32.5M | 18.74% | −230−0.1% | Reduced |
| Atlantic Union Bankshares Corp | 249,837 | $32.5M | 3.47% | −19,613−7.3% | Reduced |
| Hallmark Capital Management Inc | 249,780 | $32.5M | 3.01% | −4,937−1.9% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 249,240 | $32.4M | 3.17% | −4,911−1.9% | Reduced |
| Newlands Management Operations LLC | 248,975 | $32.3M | 0.85% | +248,975 | New |
| Wintrust Investments LLC | 248,862 | $32.3M | 4.22% | −8,145−3.2% | Reduced |
| Telos Capital Management, Inc. | 248,336 | $32.3M | 4.70% | +10,700+4.5% | Added |
| Greenwood Gearhart Inc | 248,292 | $32.3M | 4.57% | +5,235+2.2% | Added |
| Resources Management Corp | 247,926 | $32.2M | 5.09% | −3,775−1.5% | Reduced |
| Manchester Capital Management LLC | 247,839 | $32.2M | 4.74% | −1,750−0.7% | Reduced |
| Madison Asset Management, LLC | 247,792 | $32.2M | 0.51% | −615−0.2% | Reduced |
| Seizert Capital Partners, LLC | 247,484 | $32.2M | 1.71% | −4,289−1.7% | Reduced |
| Payden & Rygel | 246,950 | $32.1M | 1.71% | +92,090+59.5% | Added |
| Capula Management Ltd | 246,370 | $32.0M | 3.31% | −157,928−39.1% | Reduced |
| Sumitomo Life Insurance Co | 245,852 | $31.9M | 2.36% | −12,802−4.9% | Reduced |
| E Fund Management Co., Ltd. | 244,279 | $31.7M | 2.64% | −7,378−2.9% | Reduced |
| Estabrook Capital Management | 244,085 | $31.7M | 5.45% | −7,325−2.9% | Reduced |
| BTC Capital Management, Inc. | 242,702 | $31.7M | 3.81% | −3,801−1.5% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 243,675 | $31.7M | 1.70% | +341+0.1% | Added |
| Meeder Advisory Services, Inc. | 243,605 | $31.7M | 4.00% | +243,605 | New |
| SCS Capital Management LLC | 243,107 | $31.6M | 0.93% | −64,354−20.9% | Reduced |
| Chicago Partners Investment Group LLC | 203,893 | $31.5M | 1.93% | +4,512+2.3% | Added |
| Oak Grove Capital LLC | 241,128 | $31.3M | 16.55% | −24,505−9.2% | Reduced |
| Accredited Investors Inc. | 240,880 | $31.3M | 2.65% | −179−0.1% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 240,070 | $31.2M | 3.31% | −8,748−3.5% | Reduced |
| Comgest Global Investors S.A.S. | 239,830 | $31.2M | 0.69% | +11,556+5.1% | Added |
| CORDA Investment Management, LLC. | 239,799 | $31.2M | 2.54% | +7,231+3.1% | Added |
| Miller Wealth Advisors, LLC | 236,616 | $31.1M | 21.56% | +42,684+22.0% | Added |
| Hendershot Investments Inc. | 238,364 | $31.0M | 5.23% | +13,844+6.2% | Added |
| Pacific Global Investment Management CO | 237,994 | $30.9M | 6.84% | −2,039−0.8% | Reduced |
| Schechter Investment Advisors, LLC | 237,842 | $30.9M | 2.82% | +52,669+28.4% | Added |
| Terry L. Blaker | 237,762 | $30.9M | 2.83% | −2,367−1.0% | Reduced |
| CAPROCK Group, Inc. | 237,485 | $30.9M | 2.87% | −60,188−20.2% | Reduced |
| Noked Israel Ltd | 237,255 | $30.8M | 11.79% | −45,056−16.0% | Reduced |
| Ironwood Financial, llc | 237,166 | $30.8M | 9.60% | −3,547−1.5% | Reduced |
| Dorchester Wealth Management Co | 236,732 | $30.8M | 7.28% | −3,390−1.4% | Reduced |
| De Burlo Group Inc | 236,554 | $30.7M | 6.87% | −36,285−13.3% | Reduced |
| Renaissance Group LLC | 235,982 | $30.7M | 1.50% | −1,504−0.6% | Reduced |
| Community Bank & Trust, Waco, Texas | 235,779 | $30.6M | 9.99% | −2,103−0.9% | Reduced |
| Avestar Capital, LLC | 235,569 | $30.6M | 6.56% | +3,302+1.4% | Added |
| Quadrant Capital Group LLC | 235,399 | $30.6M | 3.47% | +11,365+5.1% | Added |
| Dixon Mitchell Investment Counsel Inc. | 235,295 | $30.6M | 2.05% | +3,609+1.6% | Added |
| Lake Street Financial LLC | 235,141 | $30.6M | 6.32% | +3,368+1.5% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 234,913 | $30.5M | 4.59% | −2,175−0.9% | Reduced |
| Schwerin Boyle Capital Management Inc | 234,690 | $30.5M | 3.08% | −2,225−0.9% | Reduced |
| Gladstone Institutional Advisory LLC | 234,403 | $30.5M | 2.15% | −23,767−9.2% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 233,744 | $30.4M | 1.17% | +233,744 | New |
| Kinneret Advisory, LLC | 233,044 | $30.3M | 4.01% | −152,407−39.5% | Reduced |
| J Arnold Wealth Management Co | 233,199 | $30.3M | 14.94% | −4,077−1.7% | Reduced |
| Fiduciary Group LLC | 233,070 | $30.3M | 4.03% | −6,366−2.7% | Reduced |
| Clear Harbor Asset Management, LLC | 232,754 | $30.2M | 3.79% | −1,091−0.5% | Reduced |
| Axxcess Wealth Management, LLC | 241,436 | $30.2M | 2.49% | +241,436 | New |
| Private Asset Management Inc | 232,441 | $30.2M | 5.12% | −6,215−2.6% | Reduced |
| Kempen Capital Management N.V. | 232,371 | $30.2M | 0.88% | +169,394+269.0% | Added |
| Koshinski Asset Management, Inc. | 231,315 | $30.1M | 2.92% | +231,315 | New |
| Gladius Capital Management LP | 231,321 | $30.1M | 9.51% | −282,635−55.0% | Reduced |
| Douglas Lane & Associates, LLC | 231,188 | $30.0M | 0.50% | −2,267−1.0% | Reduced |
| Spinnaker Trust | 231,100 | $30.0M | 2.34% | −2,666−1.1% | Reduced |
| Rossmore Private Capital | 230,849 | $30.0M | 4.80% | −1,088−0.5% | Reduced |
| HughesLittle Investment Management Ltd. | 230,793 | $30.0M | 8.85% | −235−0.1% | Reduced |
| PFS Investments Inc. | 230,231 | $29.9M | 0.56% | +5,821+2.6% | Added |
| CapWealth Advisors, LLC | 230,010 | $29.9M | 3.51% | +480+0.2% | Added |
| Heritage Trust Co | 230,007 | $29.9M | 4.87% | −3,321−1.4% | Reduced |
| Connors Investor Services Inc | 229,927 | $29.9M | 3.73% | −3,137−1.3% | Reduced |
| PFG Advisors | 229,548 | $29.8M | 2.92% | −14,928−6.1% | Reduced |
| Daymark Wealth Partners, LLC | 228,632 | $29.7M | 5.26% | +228,632 | New |
| Horizon Investments, LLC | 228,326 | $29.6M | 0.85% | −30,691−11.8% | Reduced |
| Oak Associates, Ltd | 227,620 | $29.6M | 2.48% | −29,233−11.4% | Reduced |
| Abbrea Capital, LLC | 227,229 | $29.5M | 5.32% | −2,152−0.9% | Reduced |
| Formidable Asset Management, LLC | 226,859 | $29.5M | 6.66% | −1,591−0.7% | Reduced |
| Arkadios Wealth Advisors | 226,608 | $29.4M | 3.90% | +18,891+9.1% | Added |
| Petredis Investment Advisors LLC | 226,563 | $29.4M | 5.34% | +226,563 | New |
| Bristlecone Advisors, LLC | 226,406 | $29.4M | 3.61% | −17,669−7.2% | Reduced |
| Trustcore Financial Services, LLC | 225,893 | $29.4M | 2.58% | −1,594−0.7% | Reduced |
| Brickley Wealth Management | 225,721 | $29.3M | 8.71% | −194−0.1% | Reduced |
| Cypress Capital Group | 225,529 | $29.3M | 4.42% | −6,237−2.7% | Reduced |
| Geneos Wealth Management Inc. | 225,169 | $29.3M | 1.77% | −385−0.2% | Reduced |
| AdvisorNet Financial, Inc | 224,636 | $29.2M | 2.87% | +32,913+17.2% | Added |
| Vision Capital Management, Inc. | 224,607 | $29.2M | 5.58% | +1,372+0.6% | Added |
| Hudson Bay Capital Management LP | 223,000 | $29.0M | 0.34% | −2,667,000−92.3% | Reduced |
| Forbes J M & Co LLP | 222,986 | $29.0M | 4.18% | −33,287−13.0% | Reduced |
| united american securities inc. (d/b/a uas asset management) | 222,642 | $28.9M | 10.26% | −146,987−39.8% | Reduced |
| Texas Yale Capital Corp. | 221,844 | $28.8M | 1.64% | −194−0.1% | Reduced |
| Equitable Trust Co | 221,749 | $28.8M | 2.27% | −9,940−4.3% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 221,513 | $28.8M | 1.23% | −24,500−10.0% | Reduced |
| Flagship Harbor Advisors, LLC | 221,214 | $28.7M | 2.95% | −5,977−2.6% | Reduced |
| Churchill Management Corp | 220,928 | $28.7M | 0.69% | −13,335−5.7% | Reduced |
| Fagan Associates, Inc. | 220,619 | $28.7M | 7.64% | −26,668−10.8% | Reduced |
| Hoey Investments, Inc | 220,504 | $28.7M | 12.48% | −6,430−2.8% | Reduced |
| Arthur M. Cohen & Associates, LLC | 220,447 | $28.6M | 7.82% | −4,010−1.8% | Reduced |
| Pennsylvania Capital Management Inc | 214,365 | $28.6M | 15.10% | −16,426−7.1% | Reduced |
| Alps Advisors Inc | 219,587 | $28.5M | 0.25% | −17,695−7.5% | Reduced |