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 |
|---|---|---|---|---|---|
| Schwarz Dygos Wheeler Investment Advisors LLC | 151,083 | $19.6M | 7.72% | −1,904−1.2% | Reduced |
| Strategic Blueprint, LLC | 150,954 | $19.6M | 2.27% | +5,947+4.1% | Added |
| Terril Brothers, Inc. | 150,858 | $19.6M | 9.60% | −450.0% | Reduced |
| Hayek Kallen Investment Management | 150,304 | $19.5M | 9.00% | −882−0.6% | Reduced |
| Bennett Selby Investments LP | 150,112 | $19.5M | 14.62% | −1,681−1.1% | Reduced |
| Smith, Moore & Co. | 149,266 | $19.4M | 2.69% | +1,036+0.7% | Added |
| Quadrant Private Wealth Management, LLC | 148,978 | $19.4M | 6.49% | +148,978 | New |
| Segment Wealth Management, LLC | 148,915 | $19.3M | 2.24% | −129−0.1% | Reduced |
| Ignite Planners, LLC | 132,293 | $19.3M | 8.08% | +36,982+38.8% | Added |
| Harbor Advisors LLC | 148,400 | $19.3M | 4.81% | 00.0% | Unchanged |
| New Hampshire Trust | 148,340 | $19.3M | 5.10% | +148,340 | New |
| Perennial Investment Advisors, LLC | 148,273 | $19.3M | 7.83% | −7,309−4.7% | Reduced |
| Bordeaux Wealth Advisors LLC | 148,245 | $19.3M | 10.57% | +10,649+7.7% | Added |
| American Money Management, LLC | 148,239 | $19.3M | 5.49% | −1,346−0.9% | Reduced |
| ARGI Investment Services, LLC | 147,902 | $19.2M | 0.62% | +15,788+12.0% | Added |
| Summit X, LLC | 140,359 | $19.2M | 5.55% | −1,435−1.0% | Reduced |
| Sepio Capital, LP | 147,423 | $19.2M | 1.65% | −1,028−0.7% | Reduced |
| SevenBridge Financial Group, LLC | 147,359 | $19.1M | 5.60% | +1,346+0.9% | Added |
| Rehmann Capital Advisory Group | 147,285 | $19.1M | 1.96% | +742+0.5% | Added |
| Baker Tilly Wealth Management, LLC | 147,275 | $19.1M | 2.36% | +2,940+2.0% | Added |
| Intrust Bank NA | 147,208 | $19.1M | 2.65% | −1,308−0.9% | Reduced |
| Morningstar Investment Management LLC | 147,201 | $19.1M | 3.23% | 00.0% | Unchanged |
| Chemistry Wealth Management LLC | 146,984 | $19.1M | 7.44% | −2,988−2.0% | Reduced |
| Whalerock Point Partners, LLC | 146,674 | $19.1M | 7.75% | +1,649+1.1% | Added |
| Rowland & Co Investment Counsel | 152,172 | $19.0M | 4.71% | −1,478−1.0% | Reduced |
| Lodestar Private Asset Management LLC | 146,350 | $19.0M | 3.65% | +146,350 | New |
| Fulcrum Capital LLC | 146,321 | $19.0M | 5.49% | +872+0.6% | Added |
| Chicago Trust Co NA | 146,265 | $19.0M | 4.74% | −15,456−9.6% | Reduced |
| Front Row Advisors LLC | 146,248 | $19.0M | 9.81% | −17,843−10.9% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 146,147 | $19.0M | 2.31% | −5,374−3.5% | Reduced |
| Lowell Blake & Associates Inc. | 145,802 | $18.9M | 6.32% | +14,073+10.7% | Added |
| Procyon Private Wealth Partners, LLC | 145,749 | $18.9M | 3.47% | +23,042+18.8% | Added |
| United Asset Strategies, Inc. | 145,523 | $18.9M | 2.64% | +2,421+1.7% | Added |
| Fiduciary Alliance LLC | 145,135 | $18.9M | 4.88% | +145,135 | New |
| PKO Investment Management Joint-Stock Co | 145,000 | $18.8M | 2.74% | +65,000+81.3% | Added |
| Warren Averett Asset Management, LLC | 144,954 | $18.8M | 1.05% | +8,888+6.5% | Added |
| Pioneer Trust Bank N A | 144,778 | $18.8M | 5.70% | +1,084+0.8% | Added |
| BerganKDV Wealth Management, LLC | 144,744 | $18.8M | 2.04% | +138+0.1% | Added |
| CCM Investment Advisers LLC | 144,689 | $18.8M | 2.99% | −7,890−5.2% | Reduced |
| Ascent Wealth Partners, LLC | 144,587 | $18.8M | 4.04% | −216−0.1% | Reduced |
| Zeke Capital Advisors, LLC | 144,126 | $18.7M | 1.22% | +35,215+32.3% | Added |
| Y-Intercept (Hong Kong) Ltd | 143,701 | $18.7M | 2.75% | +2,376+1.7% | Added |
| Ardent Capital Management, Inc. | 143,626 | $18.7M | 14.49% | −173−0.1% | Reduced |
| NTV Asset Management LLC | 143,564 | $18.7M | 3.66% | −950−0.7% | Reduced |
| Baader Bank INC | 143,490 | $18.6M | 1.72% | +13,545+10.4% | Added |
| CIC Wealth, LLC | 143,307 | $18.6M | 7.69% | +143,307 | New |
| Sowa Financial Group, Inc. | 143,215 | $18.6M | 13.90% | +4,298+3.1% | Added |
| Selway Asset Management | 143,180 | $18.6M | 9.83% | +4,684+3.4% | Added |
| Johnson Financial Group, Inc. | 143,030 | $18.6M | 1.47% | −2,021−1.4% | Reduced |
| Ironvine Capital Partners, LLC | 142,728 | $18.5M | 2.40% | +539+0.4% | Added |
| Hudson Valley Investment Advisors Inc | 142,671 | $18.5M | 2.80% | −1,899−1.3% | Reduced |
| IFG Advisory, LLC | 142,617 | $18.5M | 1.85% | −33,413−19.0% | Reduced |
| McKinley Carter Wealth Services, Inc. | 142,534 | $18.5M | 1.57% | −102−0.1% | Reduced |
| Laurel Wealth Advisors LLC | 142,020 | $18.5M | 4.25% | +440+0.3% | Added |
| Robbie L. Kennerson P.A., Inc. | 141,999 | $18.4M | 18.72% | +141,999 | New |
| Atwood & Palmer Inc | 141,976 | $18.4M | 1.67% | +2,309+1.7% | Added |
| GPS Wealth Strategies Group, LLC | 141,962 | $18.4M | 5.54% | −7,681−5.1% | Reduced |
| LVW Advisors, LLC | 141,788 | $18.4M | 3.87% | −1,978−1.4% | Reduced |
| Abner Herrman & Brock LLC | 141,605 | $18.4M | 2.83% | −571−0.4% | Reduced |
| Cornerstone Advisory, LLC | 141,520 | $18.4M | 3.62% | −3,638−2.5% | Reduced |
| Schubert & Co | 141,148 | $18.3M | 16.73% | −11,131−7.3% | Reduced |
| Zevin Asset Management LLC | 140,835 | $18.3M | 3.97% | −7,899−5.3% | Reduced |
| Bridgewater Advisors Inc. | 140,729 | $18.3M | 4.42% | −47,663−25.3% | Reduced |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 140,003 | $18.2M | 1.50% | 00.0% | Unchanged |
| Sander Capital Advisors Inc | 140,150 | $18.2M | 12.06% | −500−0.4% | Reduced |
| Ballast Advisors LLC | 139,826 | $18.2M | 7.95% | +2,935+2.1% | Added |
| Power Corp of Canada | 139,669 | $18.1M | 3.26% | −800−0.6% | Reduced |
| BBR Partners, LLC | 139,634 | $18.1M | 2.04% | −74,627−34.8% | Reduced |
| Winch Advisory Services, LLC | 139,561 | $18.1M | 7.74% | −6,280−4.3% | Reduced |
| Madison Wealth Management | 139,326 | $18.1M | 4.14% | −5,710−3.9% | Reduced |
| Regal Investment Advisors LLC | 139,125 | $18.1M | 1.75% | +291+0.2% | Added |
| Centre Asset Management, LLC | 139,056 | $18.1M | 4.78% | −23,942−14.7% | Reduced |
| CFO4Life Group, LLC | 139,007 | $18.1M | 3.84% | +628+0.5% | Added |
| CFO4Life, L.P. | 139,007 | $18.1M | 3.84% | +139,007 | New |
| Beck Mack & Oliver LLC | 139,006 | $18.1M | 0.53% | −862−0.6% | Reduced |
| Financial Advisory Service, Inc. | 138,567 | $18.0M | 2.04% | +6,082+4.6% | Added |
| Security National Bank | 138,475 | $18.0M | 4.85% | +250.0% | Added |
| Hoertkorn Richard Charles | 138,256 | $18.0M | 9.53% | −2,455−1.7% | Reduced |
| Mark Stevens | 137,844 | $17.9M | 2.34% | −9,412−6.4% | Reduced |
| Arjuna Capital | 137,759 | $17.9M | 8.25% | +5,024+3.8% | Added |
| Pine Ridge Advisers LLC | 137,635 | $17.9M | 4.74% | 00.0% | Unchanged |
| Absher Wealth Management, LLC | 137,412 | $17.9M | 3.27% | +12,187+9.7% | Added |
| JFS Wealth Advisors, LLC | 137,282 | $17.8M | 1.75% | −8,997−6.2% | Reduced |
| L & S Advisors Inc | 137,276 | $17.8M | 3.30% | −2,911−2.1% | Reduced |
| Trustmark National Bank Trust Department | 137,174 | $17.8M | 1.64% | −2,027−1.5% | Reduced |
| Matrix Asset Advisors Inc | 137,102 | $17.8M | 2.68% | +2,505+1.9% | Added |
| RSM US Wealth Management LLC | 136,920 | $17.8M | 0.88% | +19,193+16.3% | Added |
| Mairs & Power Inc | 136,873 | $17.8M | 0.21% | −714−0.5% | Reduced |
| Wolverine Trading, LLC | 136,866 | $17.8M | 0.30% | −1,144,126−89.3% | Reduced |
| Main Street Financial Solutions, LLC | 136,730 | $17.8M | 2.80% | +16,195+13.4% | Added |
| Sompo Asset Management Co., Ltd. | 136,720 | $17.8M | 4.06% | +370+0.3% | Added |
| West Branch Capital LLC | 136,658 | $17.8M | 10.97% | −177−0.1% | Reduced |
| Beach Investment Counsel Inc | 136,575 | $17.7M | 2.22% | −12,721−8.5% | Reduced |
| Cooper Financial Group | 136,558 | $17.7M | 5.42% | +848+0.6% | Added |
| Semus Wealth Partners LLC | 136,516 | $17.7M | 21.54% | +136,516 | New |
| Foster Group, Inc. | 136,505 | $17.7M | 1.33% | +60.0% | Added |
| Burleson & Company, LLC | 136,390 | $17.7M | 4.43% | −40,646−23.0% | Reduced |
| First Western Trust Bank | 136,111 | $17.7M | 1.01% | +23,512+20.9% | Added |
| Confluence Wealth Services, Inc. | 135,980 | $17.7M | 4.59% | +1,241+0.9% | Added |
| Arcadia Investment Management Corp | 135,857 | $17.7M | 4.12% | +6,212+4.8% | Added |