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 |
|---|---|---|---|---|---|
| Westchester Capital Management, Inc. | 191,871 | $24.9M | 7.34% | −1,935−1.0% | Reduced |
| ARS Wealth Advisors Group, LLC | 191,590 | $24.9M | 4.10% | −26,558−12.2% | Reduced |
| Grove Bank & Trust | 191,494 | $24.9M | 5.49% | −4,371−2.2% | Reduced |
| Alpine Woods Capital Investors, LLC | 191,449 | $24.9M | 3.62% | −42,115−18.0% | Reduced |
| Buckingham Strategic Partners | 191,220 | $24.8M | 1.92% | −96,019−33.4% | Reduced |
| DDD Partners, LLC | 191,104 | $24.8M | 3.97% | −33,908−15.1% | Reduced |
| SignalPoint Asset Management, LLC | 191,073 | $24.8M | 8.66% | +10,407+5.8% | Added |
| Simon Quick Advisors, LLC | 190,920 | $24.8M | 2.94% | +19,697+11.5% | Added |
| Ropes Wealth Advisors LLC | 190,749 | $24.8M | 4.45% | +2,321+1.2% | Added |
| First Financial Bank - Trust Division | 190,349 | $24.7M | 2.67% | −1,018−0.5% | Reduced |
| Graypoint LLC | 190,340 | $24.7M | 2.95% | −13,521−6.6% | Reduced |
| Smithfield Trust Co | 190,017 | $24.7M | 1.66% | −794−0.4% | Reduced |
| Sanford Advisory Services, LLC | 189,490 | $24.6M | 5.86% | +2,464+1.3% | Added |
| Kovack Advisors, Inc. | 189,472 | $24.6M | 3.60% | −19,390−9.3% | Reduced |
| Capstone Investment Advisors, LLC | 189,459 | $24.6M | 0.65% | −412,854−68.5% | Reduced |
| Woodstock Corp | 189,412 | $24.6M | 3.27% | −1,730−0.9% | Reduced |
| Wealthsource Partners, LLC | 189,374 | $24.6M | 1.74% | −25,173−11.7% | Reduced |
| Octavia Wealth Advisors, LLC | 188,724 | $24.5M | 6.05% | −3,603−1.9% | Reduced |
| Sargent Investment Group, LLC | 188,481 | $24.5M | 7.61% | −1,986−1.0% | Reduced |
| River Wealth Advisors LLC | 188,448 | $24.5M | 4.72% | +294+0.2% | Added |
| Cigna Investments Inc | 188,070 | $24.4M | 5.11% | −1,932−1.0% | Reduced |
| Monetary Management Group Inc | 187,498 | $24.4M | 7.61% | −3,154−1.7% | Reduced |
| RNC Capital Management LLC | 187,449 | $24.4M | 1.36% | +4,071+2.2% | Added |
| WP Advisors, LLC | 187,390 | $24.3M | 10.89% | −587−0.3% | Reduced |
| Foundations Investment Advisors, LLC | 187,221 | $24.3M | 0.97% | +64,618+52.7% | Added |
| Regent Investment Management LLC | 187,159 | $24.3M | 6.51% | −3,608−1.9% | Reduced |
| Capital Investment Advisory Services, LLC | 187,153 | $24.3M | 2.89% | +2,106+1.1% | Added |
| Secure Asset Management, LLC | 187,002 | $24.3M | 8.73% | +4,054+2.2% | Added |
| Vident Investment Advisory, LLC | 186,891 | $24.3M | 0.92% | −80,140−30.0% | Reduced |
| Bank of Hawaii | 186,255 | $24.2M | 1.48% | +1,669+0.9% | Added |
| GHP Investment Advisors, Inc. | 185,786 | $24.1M | 1.63% | −3,328−1.8% | Reduced |
| SlateStone Wealth, LLC | 185,693 | $24.1M | 5.82% | +10,418+5.9% | Added |
| Anchor Capital Advisors LLC | 185,433 | $24.1M | 0.62% | −12,266−6.2% | Reduced |
| Montis Financial, LLC | 184,775 | $24.0M | 20.32% | −1,675−0.9% | Reduced |
| RFG Advisory, LLC | 155,325 | $24.0M | 1.21% | −11,043−6.6% | Reduced |
| GFS Advisors, LLC | 184,469 | $24.0M | 5.39% | +720.0% | Added |
| Sawtooth Solutions, LLC | 184,411 | $24.0M | 3.26% | +17,336+10.4% | Added |
| Close Asset Management Ltd | 184,051 | $23.9M | 1.27% | −28,882−13.6% | Reduced |
| Core Alternative Capital | 183,690 | $23.9M | 3.04% | +23,303+14.5% | Added |
| Harvest Portfolios Group Inc. | 183,682 | $23.9M | 1.37% | +183,682 | New |
| TruWealth Advisors, LLC | 183,382 | $23.8M | 2.33% | +2,947+1.6% | Added |
| Campbell Capital Management Inc | 183,071 | $23.8M | 24.47% | −1,260−0.7% | Reduced |
| Trust Co of Virginia | 183,044 | $23.8M | 2.70% | −2,879−1.5% | Reduced |
| One Wealth Advisors, LLC | 182,778 | $23.7M | 5.42% | +625+0.3% | Added |
| Cadinha & Co LLC | 182,683 | $23.7M | 5.30% | −4,808−2.6% | Reduced |
| Parcion Private Wealth LLC | 182,550 | $23.7M | 2.57% | −79,262−30.3% | Reduced |
| Belmont Capital, LLC | 181,959 | $23.6M | 25.29% | +2,100+1.2% | Added |
| Coastal Investment Advisors, Inc. | 181,831 | $23.6M | 5.78% | +1,804+1.0% | Added |
| Thames Capital Management LLC | 181,820 | $23.6M | 11.22% | 00.0% | Unchanged |
| L.M. Kohn & Company | 181,683 | $23.6M | 11.05% | −2,701−1.5% | Reduced |
| Journey Advisory Group, LLC | 181,465 | $23.6M | 5.87% | +6,227+3.6% | Added |
| Capital Analysts, LLC | 180,706 | $23.5M | 1.43% | −961−0.5% | Reduced |
| Aquatic Capital Management LLC | 180,400 | $23.4M | 1.71% | +176,600+4,647.4% | Added |
| Sage Capital Advisors,llc | 180,265 | $23.4M | 10.34% | +6,235+3.6% | Added |
| B&D White Capital Company, LLC | 180,244 | $23.4M | 8.23% | +84,244+87.8% | Added |
| Naples Global Advisors, LLC | 180,000 | $23.4M | 2.97% | −2,415−1.3% | Reduced |
| Anderson Hoagland & Co | 172,884 | $23.4M | 3.40% | +162+0.1% | Added |
| Hunter Associates Investment Management LLC | 179,715 | $23.3M | 5.62% | −9,219−4.9% | Reduced |
| Alerus Financial NA | 179,307 | $23.3M | 2.13% | −1,746−1.0% | Reduced |
| Lyell Wealth Management, LP | 179,304 | $23.3M | 3.68% | −7,405−4.0% | Reduced |
| Cape Cod Five Cents Savings Bank | 179,160 | $23.3M | 2.62% | −7,466−4.0% | Reduced |
| Locust Wood Capital Advisers, LLC | 178,872 | $23.2M | 1.63% | −81,690−31.4% | Reduced |
| Valley National Advisers Inc | 173,563 | $23.2M | 4.16% | −1,481−0.8% | Reduced |
| MayTech Global Investments, LLC | 178,302 | $23.2M | 7.68% | +13,549+8.2% | Added |
| Mechanics Bank Trust Department | 178,136 | $23.1M | 4.00% | −365−0.2% | Reduced |
| Venturi Wealth Management, LLC | 178,103 | $23.1M | 2.04% | +11,833+7.1% | Added |
| Kiley Juergens Wealth Management, LLC | 177,909 | $23.1M | 9.69% | −817−0.5% | Reduced |
| Howland Capital Management LLC | 177,672 | $23.1M | 1.42% | −255−0.1% | Reduced |
| Marietta Investment Partners LLC | 177,548 | $23.1M | 6.53% | −4,798−2.6% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 177,391 | $23.0M | 3.55% | −5,927−3.2% | Reduced |
| Gateway Wealth Partners, LLC | 177,382 | $23.0M | 3.96% | +177,382 | New |
| Camden Capital, LLC | 177,135 | $23.0M | 3.65% | +5,573+3.2% | Added |
| Hilltop Holdings Inc. | 177,032 | $23.0M | 2.99% | −17,848−9.2% | Reduced |
| Somerville Kurt F | 177,026 | $23.0M | 4.47% | −5,423−3.0% | Reduced |
| Zhang Financial LLC | 177,014 | $23.0M | 2.93% | −17,522−9.0% | Reduced |
| TrinityPoint Wealth, LLC | 176,506 | $22.9M | 5.22% | −9,554−5.1% | Reduced |
| Csenge Advisory Group | 176,425 | $22.9M | 1.78% | −17,416−9.0% | Reduced |
| HighTower Trust Services, LTA | 181,331 | $22.9M | 2.21% | −18,918−9.4% | Reduced |
| KCS Wealth Advisory | 175,811 | $22.8M | 9.49% | −4,391−2.4% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 174,535 | $22.8M | 2.74% | +1,561+0.9% | Added |
| Penobscot Investment Management Company, Inc. | 175,597 | $22.8M | 4.01% | −6,925−3.8% | Reduced |
| Sargent Bickham Lagudis LLC | 175,576 | $22.8M | 1.87% | −1,274−0.7% | Reduced |
| Levin Capital Strategies, L.P. | 175,210 | $22.8M | 3.08% | −50,850−22.5% | Reduced |
| TCG Advisory Services, LLC | 175,172 | $22.8M | 8.88% | +52,776+43.1% | Added |
| Modera Wealth Management, LLC | 174,889 | $22.7M | 0.92% | −7,981−4.4% | Reduced |
| Howe & Rusling Inc | 174,638 | $22.7M | 2.85% | +4,001+2.3% | Added |
| Waters Parkerson & Co., LLC | 174,598 | $22.7M | 1.36% | −1,411−0.8% | Reduced |
| Winning Points Advisors, LLC | 174,474 | $22.7M | 28.89% | −1,650−0.9% | Reduced |
| Trust Asset Management LLC | 174,383 | $22.7M | 2.82% | 00.0% | Unchanged |
| MUFG Securities EMEA plc | 174,265 | $22.6M | 0.41% | −526,713−75.1% | Reduced |
| Goelzer Investment Management, Inc. | 174,203 | $22.6M | 1.94% | −5,013−2.8% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 173,920 | $22.6M | 0.07% | −4,179−2.3% | Reduced |
| Azzad Asset Management Inc | 173,796 | $22.6M | 3.57% | −33,301−16.1% | Reduced |
| Good Life Advisors, LLC | 173,782 | $22.6M | 3.12% | +5,381+3.2% | Added |
| D L Carlson Investment Group Inc | 173,712 | $22.6M | 4.84% | −9,463−5.2% | Reduced |
| Conway Capital Management, Inc. | 173,613 | $22.6M | 22.82% | −2,650−1.5% | Reduced |
| Rothschild Capital Partners, LLC | 173,650 | $22.5M | 9.52% | −144−0.1% | Reduced |
| Ycg, LLC | 170,684 | $22.5M | 2.40% | +10,745+6.7% | Added |
| Cozad Asset Management Inc | 172,928 | $22.5M | 3.16% | +10,936+6.8% | Added |
| Mather Group, LLC. | 172,825 | $22.5M | 0.43% | +7,680+4.7% | Added |