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 |
|---|---|---|---|---|---|
| Unigestion Holding SA | 173,202 | $22.4M | 1.19% | −273,444−61.2% | Reduced |
| Gamco Investors, Inc. Et Al | 172,521 | $22.4M | 0.24% | −5,522−3.1% | Reduced |
| Bourne Lent Asset Management Inc | 171,627 | $22.3M | 9.56% | −4,279−2.4% | Reduced |
| Berger Financial Group, Inc | 171,598 | $22.3M | 2.94% | +193+0.1% | Added |
| Clarkston Capital Partners, LLC | 171,446 | $22.3M | 0.42% | −5,301−3.0% | Reduced |
| Mill Creek Capital Advisors, LLC | 171,061 | $22.2M | 0.92% | +171,061 | New |
| Westmount Partners, LLC | 170,995 | $22.2M | 11.54% | +170,995 | New |
| BKD Wealth Advisors, LLC | 170,944 | $22.2M | 0.78% | −344−0.2% | Reduced |
| Financial Architects, Inc | 170,937 | $22.2M | 3.69% | +454+0.3% | Added |
| Sittner & Nelson, LLC | 170,910 | $22.2M | 13.58% | +360+0.2% | Added |
| Pictet North America Advisors SA | 170,674 | $22.2M | 3.82% | −6,051−3.4% | Reduced |
| Ronald Blue Trust, Inc. | 160,321 | $22.2M | 0.40% | +29,126+22.2% | Added |
| Private Advisory Group LLC | 169,977 | $22.1M | 4.83% | −7,188−4.1% | Reduced |
| Americana Partners, LLC | 168,330 | $22.1M | 3.83% | −9,814−5.5% | Reduced |
| Monograph Wealth Advisors, LLC | 169,744 | $22.1M | 5.84% | +5,623+3.4% | Added |
| Wealthcare Advisory Partners LLC | 169,641 | $22.0M | 1.05% | +7,076+4.4% | Added |
| Smithbridge Asset Management Inc | 169,104 | $22.0M | 5.84% | +78,204+86.0% | Added |
| Nadler Financial Group, Inc. | 168,951 | $22.0M | 3.83% | +941+0.6% | Added |
| Westwood Wealth Management | 168,927 | $21.9M | 26.38% | −11,162−6.2% | Reduced |
| Private Trust Co NA | 168,556 | $21.9M | 3.25% | −1,776−1.0% | Reduced |
| Capstone Financial Advisors, Inc. | 168,525 | $21.9M | 1.85% | −3,409−2.0% | Reduced |
| TRUE Private Wealth Advisors | 168,444 | $21.9M | 3.37% | −2,462−1.4% | Reduced |
| Northstar Group, Inc. | 168,415 | $21.9M | 6.20% | −446−0.3% | Reduced |
| Princeton Capital Management LLC | 168,382 | $21.9M | 9.72% | −6,728−3.8% | Reduced |
| Zullo Investment Group, Inc. | 168,143 | $21.8M | 13.37% | −503−0.3% | Reduced |
| Cabot Wealth Management Inc | 167,885 | $21.8M | 3.68% | −16,327−8.9% | Reduced |
| Continuum Advisory, LLC | 196,273 | $21.8M | 3.93% | −28,201−12.6% | Reduced |
| Todd Asset Management LLC | 166,658 | $21.7M | 0.53% | −43,334−20.6% | Reduced |
| Silicon Valley Capital Partners | 166,530 | $21.6M | 4.95% | −34,816−17.3% | Reduced |
| Winthrop Advisory Group LLC | 166,441 | $21.6M | 4.10% | +522+0.3% | Added |
| Knuff & Co LLC | 165,798 | $21.5M | 9.19% | +242+0.1% | Added |
| IPG Investment Advisors LLC | 165,692 | $21.5M | 6.00% | −8,565−4.9% | Reduced |
| BetterWealth, LLC | 165,517 | $21.5M | 9.68% | −511−0.3% | Reduced |
| Addenda Capital Inc. | 165,508 | $21.5M | 0.93% | −7,082−4.1% | Reduced |
| DFPG Investments, LLC | 160,949 | $21.5M | 3.54% | +47,533+41.9% | Added |
| SNS Financial Group, LLC | 165,273 | $21.5M | 2.92% | −274−0.2% | Reduced |
| Fund Management at Engine No. 1 LLC | 164,616 | $21.4M | 5.23% | +19,358+13.3% | Added |
| First National Bank & Trust Co of Newtown | 164,253 | $21.3M | 4.83% | −760−0.5% | Reduced |
| Schmidt P J Investment Management Inc | 163,713 | $21.3M | 4.82% | −14,056−7.9% | Reduced |
| Glassman Wealth Services | 163,621 | $21.3M | 3.92% | +302+0.2% | Added |
| Knightsbridge Asset Management, LLC | 163,360 | $21.2M | 4.02% | +1,531+0.9% | Added |
| Freemont Management S.A. | 163,300 | $21.2M | 3.38% | 00.0% | Unchanged |
| Change Path, LLC | 163,285 | $21.2M | 1.17% | +3,058+1.9% | Added |
| Lazard Freres Gestion S.A.S. | 163,824 | $21.2M | 0.77% | +2,611+1.6% | Added |
| Farmers & Merchants Trust Co of Long Beach | 162,495 | $21.1M | 5.95% | −4,220−2.5% | Reduced |
| Kavar Capital Partners Group, LLC | 162,330 | $21.1M | 4.86% | +792+0.5% | Added |
| Signet Financial Management, LLC | 162,175 | $21.1M | 3.76% | −2,415−1.5% | Reduced |
| Peachtree Investment Partners, LLC | 162,084 | $21.1M | 12.86% | −21,171−11.6% | Reduced |
| Valmark Advisers, Inc. | 162,021 | $21.1M | 0.49% | +879+0.5% | Added |
| Country Club Bank | 161,827 | $21.0M | 1.83% | −3,720−2.2% | Reduced |
| South Street Advisors LLC | 161,787 | $21.0M | 4.64% | −775−0.5% | Reduced |
| Oak Asset Management, LLC | 161,718 | $21.0M | 9.44% | −1,873−1.1% | Reduced |
| Sand Hill Global Advisors, LLC | 161,413 | $21.0M | 1.18% | +3,996+2.5% | Added |
| Checchi Capital Advisers, LLC | 160,682 | $20.9M | 2.17% | −16,505−9.3% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 160,198 | $20.8M | 5.00% | +4,450+2.9% | Added |
| Harvest Fund Management Co., Ltd | 159,949 | $20.8M | 5.35% | +5,548+3.6% | Added |
| Hutchinson Capital Management | 159,846 | $20.8M | 5.36% | +394+0.2% | Added |
| St Germain D J Co Inc | 729,721 | $20.8M | 6.97% | +128,587+21.4% | Added |
| Nicollet Investment Management, Inc. | 159,193 | $20.7M | 11.94% | −31,201−16.4% | Reduced |
| Private Ocean, LLC | 159,053 | $20.7M | 2.57% | +134,979+560.7% | Added |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 158,808 | $20.6M | 0.04% | −8,675−5.2% | Reduced |
| Cornerstone Wealth Group, LLC | 158,603 | $20.6M | 3.90% | +5,093+3.3% | Added |
| Diamant Asset Management, Inc. | 158,158 | $20.5M | 18.45% | −1,775−1.1% | Reduced |
| Zions Bancorporation, N.A. | 158,146 | $20.5M | 1.62% | +1,743+1.1% | Added |
| Avantax Planning Partners, Inc. | 158,011 | $20.5M | 0.81% | +5,407+3.5% | Added |
| Wellington Shields Capital Management, LLC | 286,724 | $20.5M | 2.49% | −10,339−3.5% | Reduced |
| Symmetry Partners, LLC | 157,530 | $20.5M | 1.21% | −42,971−21.4% | Reduced |
| Applied Finance Capital Management, LLC | 156,909 | $20.4M | 2.66% | +156,909 | New |
| First Hawaiian Bank | 156,732 | $20.4M | 0.73% | −10,541−6.3% | Reduced |
| James Investment Research Inc | 156,698 | $20.4M | 2.85% | −37,832−19.4% | Reduced |
| Conning Inc. | 156,284 | $20.3M | 0.66% | −4,544−2.8% | Reduced |
| Norman Fields, Gottscho Capital Management, LLC | 156,147 | $20.3M | 9.34% | −8,378−5.1% | Reduced |
| Qtron Investments LLC | 156,098 | $20.3M | 4.26% | +3,257+2.1% | Added |
| XML Financial, LLC | 156,036 | $20.3M | 2.55% | +2,239+1.5% | Added |
| Abacus Planning Group, Inc. | 156,023 | $20.3M | 5.54% | −430−0.3% | Reduced |
| Cercano Management LLC | 155,896 | $20.3M | 0.82% | +155,896 | New |
| Mitchell McLeod Pugh & Williams Inc | 155,888 | $20.3M | 6.85% | −1,730−1.1% | Reduced |
| Manitou Investment Management Ltd. | 155,648 | $20.2M | 3.58% | −1,131−0.7% | Reduced |
| Sterling Investment Advisors, Ltd. | 155,485 | $20.2M | 7.23% | +1,227+0.8% | Added |
| BDO Wealth Advisors, LLC | 154,756 | $20.1M | 2.50% | +3,343+2.2% | Added |
| Staley Capital Advisers Inc | 154,740 | $20.1M | 1.20% | +2,016+1.3% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 154,601 | $20.1M | 1.51% | +586+0.4% | Added |
| Hills Bank & Trust Co | 154,455 | $20.1M | 2.96% | −2,449−1.6% | Reduced |
| Covington Investment Advisors Inc. | 154,435 | $20.1M | 4.80% | +3,785+2.5% | Added |
| Summit Global Investments | 154,382 | $20.1M | 1.69% | −5,998−3.7% | Reduced |
| Dorsey & Whitney Trust CO LLC | 153,949 | $20.0M | 1.95% | −3,521−2.2% | Reduced |
| City Holding Co | 153,432 | $19.9M | 3.72% | −3,737−2.4% | Reduced |
| American National Bank | 153,221 | $19.9M | 4.09% | +16,952+12.4% | Added |
| Ascent Group, LLC | 153,076 | $19.9M | 2.34% | −826−0.5% | Reduced |
| Kidder Stephen W | 153,008 | $19.9M | 7.28% | −809−0.5% | Reduced |
| Martin Capital Advisors, LLP | 152,838 | $19.9M | 22.20% | +41,571+37.4% | Added |
| Hemington Wealth Management | 152,827 | $19.9M | 8.52% | −84−0.1% | Reduced |
| West Coast Financial LLC | 152,489 | $19.8M | 3.36% | −752−0.5% | Reduced |
| Buckingham Capital Management, Inc. | 152,342 | $19.8M | 3.45% | +2,453+1.6% | Added |
| Vestmark Advisory Solutions, Inc. | 152,328 | $19.8M | 0.96% | +6,676+4.6% | Added |
| JCIC Asset Management Inc. | 151,954 | $19.7M | 9.81% | −5,334−3.4% | Reduced |
| Oxbow Advisors, LLC | 151,801 | $19.7M | 3.72% | −46,068−23.3% | Reduced |
| Northern Oak Wealth Management Inc | 151,560 | $19.7M | 2.81% | −5,262−3.4% | Reduced |
| Canandaigua National Corp | 151,445 | $19.7M | 3.34% | −606−0.4% | Reduced |
| Mark Asset Management LP | 151,243 | $19.7M | 4.63% | −3,556−2.3% | Reduced |