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 |
|---|---|---|---|---|---|
| Schnieders Capital Management LLC | 219,454 | $28.5M | 6.54% | +16,246+8.0% | Added |
| Tompkins Financial Corp | 219,234 | $28.5M | 4.50% | −5,445−2.4% | Reduced |
| Centaurus Financial, Inc. | 218,692 | $28.4M | 2.67% | −2,143−1.0% | Reduced |
| Blue Investment Partners LLC | 218,576 | $28.4M | 35.28% | +218,576 | New |
| Aaron Wealth Advisors | 218,480 | $28.4M | 4.20% | +3,935+1.8% | Added |
| Boenning & Scattergood, Inc. | 162,551 | $28.4M | 4.56% | +14,669+9.9% | Added |
| Ashton Thomas Private Wealth, LLC | 218,432 | $28.4M | 2.82% | −11,017−4.8% | Reduced |
| Summit Trail Advisors, LLC | 218,263 | $28.4M | 1.26% | +1,562+0.7% | Added |
| Bridgecreek Investment Management, LLC | 217,895 | $28.3M | 6.32% | −4,096−1.8% | Reduced |
| United Bank | 217,275 | $28.2M | 3.96% | +3,025+1.4% | Added |
| Annex Advisory Services, LLC | 217,174 | $28.2M | 1.59% | +5,243+2.5% | Added |
| Penn Davis McFarland Inc | 217,105 | $28.2M | 5.53% | −1,411−0.6% | Reduced |
| Klingman & Associates, LLC | 216,652 | $28.1M | 2.47% | −6,199−2.8% | Reduced |
| Vantage Investment Partners, LLC | 216,613 | $28.1M | 4.37% | +945+0.4% | Added |
| Winslow Asset Management Inc | 216,032 | $28.1M | 6.64% | −9,990−4.4% | Reduced |
| Arvest Trust Co N A | 215,426 | $28.0M | 1.76% | −474−0.2% | Reduced |
| Bedell Frazier Investment Counseling, LLC | 215,198 | $28.0M | 7.32% | −4,488−2.0% | Reduced |
| Orion Portfolio Solutions, LLC | 214,832 | $27.9M | 0.98% | +7,193+3.5% | Added |
| Culbertson A N & Co Inc | 214,463 | $27.9M | 5.87% | −590−0.3% | Reduced |
| NBT Bank N A | 214,415 | $27.9M | 4.06% | −11,812−5.2% | Reduced |
| Arete Wealth Advisors, LLC | 214,400 | $27.9M | 2.48% | −2,097−1.0% | Reduced |
| FourThought Financial Partners, LLC | 213,873 | $27.8M | 4.03% | +213,873 | New |
| Shufro Rose & Co LLC | 213,466 | $27.7M | 2.34% | −546−0.3% | Reduced |
| J.P. Marvel Investment Advisors, LLC | 213,433 | $27.7M | 6.51% | −564−0.3% | Reduced |
| Seeyond | 213,390 | $27.7M | 2.68% | +96,413+82.4% | Added |
| LSV Asset Management | 213,300 | $27.7M | 0.06% | −32,400−13.2% | Reduced |
| Krilogy Financial LLC | 212,626 | $27.6M | 2.63% | +38,242+21.9% | Added |
| Steigerwald, Gordon & Koch Inc. | 212,044 | $27.6M | 4.38% | +14,719+7.5% | Added |
| Te Ahumairangi Investment Management Ltd | 211,981 | $27.5M | 4.31% | +32,748+18.3% | Added |
| Visionary Wealth Advisors | 211,708 | $27.5M | 2.54% | +1,254+0.6% | Added |
| Aviance Capital Partners, LLC | 211,498 | $27.5M | 6.41% | −59,388−21.9% | Reduced |
| Stewart & Patten Co LLC | 211,322 | $27.5M | 4.78% | −747−0.4% | Reduced |
| Blue Chip Partners, Inc. | 211,291 | $27.5M | 3.42% | +4,930+2.4% | Added |
| Jackson Wealth Management, LLC | 210,678 | $27.4M | 10.06% | −36,349−14.7% | Reduced |
| American Assets Investment Management, LLC | 210,000 | $27.3M | 3.16% | 00.0% | Unchanged |
| Ramsay, Stattman, Vela & Price, Inc. | 209,929 | $27.3M | 6.14% | +492+0.2% | Added |
| Novare Capital Management LLC | 209,493 | $27.2M | 3.21% | −862−0.4% | Reduced |
| M Holdings Securities, Inc. | 209,330 | $27.2M | 2.86% | −1,419−0.7% | Reduced |
| Physicians Financial Services, Inc. | 208,597 | $27.1M | 12.20% | +316+0.2% | Added |
| Clarius Group, LLC | 208,418 | $27.1M | 2.44% | −4,183−2.0% | Reduced |
| Cassaday & Co Wealth Management LLC | 208,410 | $27.1M | 1.25% | +208,410 | New |
| Blue Fin Capital, Inc. | 207,982 | $27.0M | 9.90% | −4,869−2.3% | Reduced |
| Lake Street Advisors Group, LLC | 207,954 | $27.0M | 1.78% | −1,636−0.8% | Reduced |
| WestEnd Advisors, LLC | 207,650 | $27.0M | 0.88% | −17,461−7.8% | Reduced |
| Draper Asset Management, LLC | 207,583 | $27.0M | 38.41% | +880+0.4% | Added |
| Buckley Wealth Management, LLC | 207,300 | $26.9M | 9.80% | −5,196−2.4% | Reduced |
| Apexium Financial, LP | 207,201 | $26.9M | 2.79% | +1,976+1.0% | Added |
| German American Bancorp, Inc. | 206,639 | $26.8M | 4.25% | −9,990−4.6% | Reduced |
| Verdence Capital Advisors LLC | 206,240 | $26.8M | 3.29% | +4,016+2.0% | Added |
| Moreno Evelyn V | 206,014 | $26.8M | 6.19% | +100,542+95.3% | Added |
| CRA Financial Services, LLC | 205,668 | $26.7M | 8.75% | +6,783+3.4% | Added |
| Laidlaw Wealth Management LLC | 205,427 | $26.7M | 5.72% | −5,747−2.7% | Reduced |
| Keystone Financial Group | 205,407 | $26.7M | 5.27% | −7,915−3.7% | Reduced |
| JGP Wealth Management, LLC | 205,249 | $26.7M | 4.90% | +90.0% | Added |
| Avitas Wealth Management LLC | 205,159 | $26.7M | 5.63% | +40,091+24.3% | Added |
| Lannebo Fonder AB | 205,000 | $26.6M | 5.12% | −15,000−6.8% | Reduced |
| Dundas Partners LLP | 204,807 | $26.6M | 2.89% | +3,489+1.7% | Added |
| GM Advisory Group, Inc. | 204,414 | $26.6M | 2.83% | −598−0.3% | Reduced |
| Hilton Capital Management, LLC | 192,149 | $26.6M | 3.50% | 00.0% | Unchanged |
| Griffin Asset Management, Inc. | 204,351 | $26.6M | 4.00% | +1,876+0.9% | Added |
| Rice Partnership, LLC | 204,114 | $26.5M | 8.37% | −8,172−3.8% | Reduced |
| V Wealth Advisors LLC | 203,462 | $26.4M | 5.49% | +15,094+8.0% | Added |
| Compton Capital Management Inc | 202,974 | $26.4M | 19.02% | −40,067−16.5% | Reduced |
| SFMG, LLC | 202,817 | $26.4M | 2.92% | −2,622−1.3% | Reduced |
| GFG Capital, LLC | 102,214 | $26.3M | 5.95% | −13,876−12.0% | Reduced |
| TBH Global Asset Management, LLC | 202,347 | $26.3M | 6.39% | +13,661+7.2% | Added |
| Edge Wealth Management LLC | 204,652 | $26.3M | 6.10% | −23,211−10.2% | Reduced |
| Callahan Advisors, LLC | 201,764 | $26.2M | 3.59% | −2,624−1.3% | Reduced |
| Northstar Asset Management LLC | 201,717 | $26.2M | 8.27% | −1,638−0.8% | Reduced |
| Rockland Trust Co | 201,346 | $26.2M | 1.66% | −1,039−0.5% | Reduced |
| Condor Capital Management | 201,204 | $26.1M | 3.26% | +9,370+4.9% | Added |
| Barr E S & Co | 200,885 | $26.1M | 2.17% | −2,485−1.2% | Reduced |
| Progressive Investment Management Corp | 200,707 | $26.1M | 10.11% | +1,752+0.9% | Added |
| First American Trust, FSB | 200,697 | $26.1M | 4.04% | +6,653+3.4% | Added |
| Kelly Lawrence W & Associates Inc | 200,417 | $26.0M | 7.42% | −7,402−3.6% | Reduced |
| JLB & Associates Inc | 200,139 | $26.0M | 4.14% | −6,148−3.0% | Reduced |
| Endurance Wealth Management, Inc. | 199,630 | $25.9M | 3.91% | −481−0.2% | Reduced |
| Legacy Private Trust Co. | 199,562 | $25.9M | 2.34% | −4,737−2.3% | Reduced |
| Sandbox Financial Partners, LLC | 199,438 | $25.9M | 17.93% | −3,715−1.8% | Reduced |
| Evoke Wealth, LLC | 478,361 | $25.9M | 0.94% | +279,274+140.3% | Added |
| Greatmark Investment Partners, Inc. | 198,936 | $25.8M | 4.73% | −3,160−1.6% | Reduced |
| Pallas Capital Advisors LLC | 187,437 | $25.8M | 2.62% | −2,734−1.4% | Reduced |
| Woodmont Investment Counsel LLC | 198,821 | $25.8M | 2.92% | +2,387+1.2% | Added |
| Nations Financial Group Inc, | 198,714 | $25.8M | 2.90% | +36,257+22.3% | Added |
| Fort Sheridan Advisors LLC | 198,666 | $25.8M | 8.40% | −1,254−0.6% | Reduced |
| Rothschild & Co Asset Management US Inc. | 198,178 | $25.7M | 0.39% | −6,700−3.3% | Reduced |
| Trust Co of Toledo NA | 197,644 | $25.7M | 4.85% | −1,815−0.9% | Reduced |
| SP Asset Management LLC | 197,005 | $25.6M | 3.43% | +197,005 | New |
| Invictus Private Wealth, LLC | 196,510 | $25.5M | 3.29% | +196,510 | New |
| BancorpSouth Bank | 195,988 | $25.5M | 2.35% | −1,896−1.0% | Reduced |
| Washington Trust Bank | 195,967 | $25.5M | 2.89% | −5,448−2.7% | Reduced |
| Mitchell Capital Management Co | 195,801 | $25.4M | 7.04% | −9,130−4.5% | Reduced |
| 1st Source Bank | 195,761 | $25.4M | 1.67% | +314+0.2% | Added |
| M&R Capital Management Inc | 195,482 | $25.4M | 6.99% | −4,236−2.1% | Reduced |
| Saybrook Capital | 195,091 | $25.3M | 8.41% | −840−0.4% | Reduced |
| Elite Wealth Management, Inc. | 195,060 | $25.3M | 12.81% | −3,150−1.6% | Reduced |
| Wahed Invest LLC | 193,722 | $25.2M | 13.05% | +18,637+10.6% | Added |
| Linscomb & Williams, Inc. | 193,547 | $25.1M | 1.28% | +9,466+5.1% | Added |
| Executive Wealth Management, LLC | 193,026 | $25.1M | 3.08% | +166,758+634.8% | Added |
| Wittenberg Investment Management, Inc. | 192,075 | $25.0M | 10.16% | +2,080+1.1% | Added |