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 |
|---|---|---|---|---|---|
| Proequities, Inc. | 144,089 | $17.6M | 1.43% | +144,089 | New |
| Ironwood Investment Counsel, LLC | 135,626 | $17.6M | 4.27% | −983−0.7% | Reduced |
| Augustine Asset Management Inc | 135,620 | $17.6M | 9.74% | +7,296+5.7% | Added |
| Benin Management CORP | 135,241 | $17.6M | 7.11% | +2,750+2.1% | Added |
| Haverford Financial Services, Inc. | 134,924 | $17.5M | 4.84% | −530.0% | Reduced |
| Chickasaw Capital Management LLC | 134,854 | $17.5M | 0.93% | −4,610−3.3% | Reduced |
| Regatta Capital Group, LLC | 134,603 | $17.5M | 6.23% | −406−0.3% | Reduced |
| True North Advisors, LLC | 134,508 | $17.5M | 5.96% | +743+0.6% | Added |
| Southland Equity Partners LLC | 134,291 | $17.4M | 6.73% | +2,992+2.3% | Added |
| Sigma Investment Counselors Inc | 134,148 | $17.4M | 1.43% | −4,433−3.2% | Reduced |
| Summit Financial, LLC | 134,140 | $17.4M | 1.64% | −14,989−10.1% | Reduced |
| Verity & Verity, LLC | 134,083 | $17.4M | 2.27% | +12,199+10.0% | Added |
| CoreCap Advisors, LLC | 133,934 | $17.4M | 1.24% | +10,179+8.2% | Added |
| Supplemental Annuity Collective Trust of NJ | 133,600 | $17.4M | 7.19% | −2,800−2.1% | Reduced |
| Inlet Private Wealth, LLC | 133,561 | $17.4M | 4.59% | −887−0.7% | Reduced |
| Sutton Wealth Advisors Inc. | 133,356 | $17.3M | 6.60% | −1,506−1.1% | Reduced |
| Cypress Wealth Services, LLC | 133,273 | $17.3M | 5.56% | +1,087+0.8% | Added |
| Peak Asset Management, LLC | 133,156 | $17.3M | 4.51% | −1,267−0.9% | Reduced |
| Grand Jean Capital Management Inc | 133,113 | $17.3M | 7.80% | −7,105−5.1% | Reduced |
| Stillwater Investment Management, LLC | 133,110 | $17.3M | 4.90% | −4,483−3.3% | Reduced |
| RPG Investment Advisory, LLC | 132,619 | $17.2M | 3.32% | +170.0% | Added |
| Intrua Financial, LLC | 127,188 | $17.2M | 4.00% | +1,864+1.5% | Added |
| Occidental Asset Management, LLC | 132,372 | $17.2M | 4.69% | +11,001+9.1% | Added |
| Colonial Trust Co | 132,360 | $17.2M | 4.70% | −2,015−1.5% | Reduced |
| Citizens National Bank Trust Department | 132,009 | $17.2M | 4.84% | −2,873−2.1% | Reduced |
| Gilder Gagnon Howe & Co LLC | 131,856 | $17.1M | 0.32% | −1,373−1.0% | Reduced |
| Jessup Wealth Management, Inc | 131,704 | $17.1M | 10.86% | +131,704 | New |
| Galvin, Gaustad & Stein, LLC | 131,642 | $17.1M | 1.72% | −8,359−6.0% | Reduced |
| Pettyjohn, Wood & White, Inc | 131,319 | $17.1M | 4.25% | +262+0.2% | Added |
| Capital Asset Advisory Services LLC | 130,317 | $17.0M | 1.36% | +9,335+7.7% | Added |
| World Equity Group, Inc. | 130,813 | $17.0M | 4.03% | −1,453−1.1% | Reduced |
| Arrow Financial Corp | 130,754 | $17.0M | 2.30% | −3,789−2.8% | Reduced |
| Elk River Wealth Management, LLC | 130,286 | $16.9M | 4.10% | −2,813−2.1% | Reduced |
| Parthenon LLC | 130,131 | $16.9M | 2.77% | −674−0.5% | Reduced |
| Institute for Wealth Management, LLC. | 130,107 | $16.9M | 3.61% | −4,274−3.2% | Reduced |
| Martin Investment Management, LLC | 129,921 | $16.9M | 5.30% | −21,457−14.2% | Reduced |
| Prestige Wealth Management Group LLC | 129,839 | $16.9M | 4.40% | +21,038+19.3% | Added |
| Arlington Financial Advisors, LLC | 129,834 | $16.9M | 7.11% | −580.0% | Reduced |
| Domani Wealth, LLC | 129,564 | $16.8M | 4.21% | +373+0.3% | Added |
| Founders Financial Alliance, LLC | 129,373 | $16.8M | 7.72% | −1,653−1.3% | Reduced |
| Concentrum Wealth Management | 128,887 | $16.7M | 14.97% | −799−0.6% | Reduced |
| Autus Asset Management, LLC | 128,610 | $16.7M | 3.01% | −4,165−3.1% | Reduced |
| Covenant Asset Management, LLC | 128,296 | $16.7M | 5.97% | −1,572−1.2% | Reduced |
| Harvey Capital Management Inc | 128,283 | $16.7M | 6.98% | −1,442−1.1% | Reduced |
| PDS Planning, Inc | 128,223 | $16.7M | 2.66% | +947+0.7% | Added |
| Romano Brothers and Company | 128,162 | $16.7M | 2.53% | −530−0.4% | Reduced |
| Wealth Architects, LLC | 127,947 | $16.6M | 3.14% | −5,350−4.0% | Reduced |
| Sanders Morris Harris LLC | 127,818 | $16.6M | 6.29% | −2,995−2.3% | Reduced |
| Alley Investment Management Company, LLC | 127,818 | $16.6M | 2.85% | −620.0% | Reduced |
| Chelsea Counsel Co | 127,740 | $16.6M | 8.29% | +5,206+4.2% | Added |
| Centiva Capital, LP | 127,684 | $16.6M | 1.38% | +80,968+173.3% | Added |
| Stockman Wealth Management, Inc. | 127,522 | $16.6M | 3.81% | +4,102+3.3% | Added |
| 1776 Wealth LLC | 127,698 | $16.6M | 11.89% | +1,569+1.2% | Added |
| J. W. Coons Advisors, LLC | 127,367 | $16.5M | 4.94% | +234+0.2% | Added |
| Stonnington Group, LLC | 126,293 | $16.5M | 4.55% | −5,484−4.2% | Reduced |
| Strategic Wealth Designers | 122,094 | $16.5M | 3.82% | +11,279+10.2% | Added |
| Edge Capital Group, LLC | 126,910 | $16.5M | 1.15% | +8,036+6.8% | Added |
| Coastline Trust Co | 126,882 | $16.5M | 2.46% | −7,130−5.3% | Reduced |
| Strategic Global Advisors, LLC | 126,730 | $16.5M | 2.64% | −2,384−1.8% | Reduced |
| Gryphon Financial Partners LLC | 126,700 | $16.5M | 4.01% | −1,304−1.0% | Reduced |
| Clarity Wealth Advisors, LLC | 126,698 | $16.5M | 9.55% | −786−0.6% | Reduced |
| Hotaling Investment Management, LLC | 126,570 | $16.4M | 7.44% | −10,603−7.7% | Reduced |
| Pure Financial Advisors, Inc. | 126,542 | $16.4M | 0.85% | +38,727+44.1% | Added |
| Decatur Capital Management, Inc. | 126,202 | $16.4M | 11.81% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 126,134 | $16.4M | 0.77% | −3,356−2.6% | Reduced |
| Simmons Bank | 125,825 | $16.3M | 1.40% | +5,162+4.3% | Added |
| Eudaimonia Partners, LLC | 125,715 | $16.3M | 4.01% | −5,410−4.1% | Reduced |
| London & Capital Asset Management Ltd | 125,624 | $16.3M | 1.50% | +265+0.2% | Added |
| Quantum Private Wealth, LLC | 125,491 | $16.3M | 10.34% | −1,722−1.4% | Reduced |
| Searle & Co. | 125,229 | $16.3M | 5.55% | +5,600+4.7% | Added |
| Legacy Trust | 125,124 | $16.3M | 5.02% | +125,124 | New |
| Oxford Financial Group Ltd | 125,012 | $16.2M | 1.89% | +8,700+7.5% | Added |
| Broderick Brian C | 124,602 | $16.2M | 4.80% | −6,702−5.1% | Reduced |
| Platform Technology Partners | 124,551 | $16.2M | 8.36% | −1,104−0.9% | Reduced |
| Cim, LLC | 107,262 | $16.2M | 3.21% | −17,211−13.8% | Reduced |
| Cyndeo Wealth Partners, LLC | 124,497 | $16.2M | 1.90% | +124,497 | New |
| Westover Capital Advisors, LLC | 124,176 | $16.1M | 6.38% | −2,764−2.2% | Reduced |
| AFS Financial Group, LLC | 124,022 | $16.1M | 11.47% | +124,022 | New |
| Wallington Asset Management, LLC | 123,964 | $16.1M | 3.49% | −1,339−1.1% | Reduced |
| Acorn Financial Advisory Services Inc | 123,903 | $16.1M | 3.42% | +13,527+12.3% | Added |
| Moloney Securities Asset Management, LLC | 123,896 | $16.1M | 3.55% | +1,553+1.3% | Added |
| Cypress Asset Management Inc | 123,640 | $16.1M | 5.84% | −7,414−5.7% | Reduced |
| Valicenti Advisory Services Inc | 123,617 | $16.1M | 5.85% | −4,173−3.3% | Reduced |
| Broadleaf Partners, LLC | 123,368 | $16.0M | 6.32% | −1,213−1.0% | Reduced |
| Picton Mahoney Asset Management | 123,195 | $16.0M | 0.83% | −6,380−4.9% | Reduced |
| Bensler, LLC | 123,044 | $16.0M | 3.55% | +623+0.5% | Added |
| Millennium Capital Advisors, LLC | 122,997 | $16.0M | 16.14% | −6,842−5.3% | Reduced |
| Linden Rose Investment LLC | 122,929 | $16.0M | 42.90% | −6,460−5.0% | Reduced |
| Plimoth Trust Co LLC | 122,828 | $16.0M | 5.15% | −4,389−3.5% | Reduced |
| YorkBridge Wealth Partners, LLC | 122,567 | $15.9M | 4.04% | −16,164−11.7% | Reduced |
| CMH Wealth Management LLC | 122,452 | $15.9M | 5.11% | +3,350+2.8% | Added |
| Quent Capital, LLC | 122,263 | $15.9M | 2.90% | −7,400−5.7% | Reduced |
| Patton Albertson Miller Group, LLC | 122,201 | $15.9M | 2.92% | −4,204−3.3% | Reduced |
| Facet Wealth, Inc. | 105,026 | $15.9M | 1.01% | −1,435−1.3% | Reduced |
| Vontobel Asset Management Inc | 122,016 | $15.9M | 0.13% | −27,212−18.2% | Reduced |
| GenTrust, LLC | 121,813 | $15.8M | 1.41% | +1,315+1.1% | Added |
| Wells Trecaso Financial Group, LLC | 121,673 | $15.8M | 7.90% | −1,587−1.3% | Reduced |
| Financial Partners Group, Inc | 102,638 | $15.8M | 3.47% | −2,238−2.1% | Reduced |
| MidWestOne Financial Group, Inc. | 121,410 | $15.8M | 3.70% | −7,835−6.1% | Reduced |
| Cohen Lawrence B | 121,353 | $15.8M | 8.24% | +25,317+26.4% | Added |