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 |
|---|---|---|---|---|---|
| WoodTrust Financial Corp | 108,451 | $14.1M | 2.91% | −8,097−6.9% | Reduced |
| Key Financial Inc | 101,926 | $14.1M | 6.65% | 00.0% | Unchanged |
| Ipswich Investment Management Co., Inc. | 108,312 | $14.1M | 4.03% | −1,217−1.1% | Reduced |
| Capital City Trust Co | 108,136 | $14.1M | 4.63% | −2,643−2.4% | Reduced |
| Creative Financial Designs Inc | 108,063 | $14.0M | 2.07% | +470+0.4% | Added |
| WSFS Capital Management, LLC | 107,799 | $14.0M | 1.51% | +50,372+87.7% | Added |
| Wellington Shields & Co., LLC | 107,778 | $14.0M | 3.18% | −2,999−2.7% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 107,478 | $14.0M | 6.24% | +3,949+3.8% | Added |
| Rench Wealth Management, Inc. | 107,368 | $14.0M | 7.09% | +223+0.2% | Added |
| Riverview Capital Advisers, LLC | 107,348 | $13.9M | 7.49% | +260.0% | Added |
| Hamilton Point Investment Advisors, LLC | 107,186 | $13.9M | 3.84% | +1,642+1.6% | Added |
| Asio Capital, LLC | 107,161 | $13.9M | 4.01% | −881−0.8% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 107,160 | $13.9M | 4.61% | −9,888−8.4% | Reduced |
| Hendley & Co Inc | 106,823 | $13.9M | 6.17% | −235−0.2% | Reduced |
| Advisory Research Inc | 106,756 | $13.9M | 1.30% | −3,457−3.1% | Reduced |
| Hamilton Wealth, LLC | 106,700 | $13.9M | 5.64% | +9,513+9.8% | Added |
| Essex Savings Bank | 106,564 | $13.8M | 4.87% | −3,171−2.9% | Reduced |
| SageView Advisory Group, LLC | 106,443 | $13.8M | 1.12% | +106,443 | New |
| NatWest Group plc | 106,307 | $13.8M | 7.85% | −6,611−5.9% | Reduced |
| Plante Moran Financial Advisors, LLC | 106,188 | $13.8M | 2.00% | +6,186+6.2% | Added |
| Rappaport Reiches Capital Management, LLC | 106,124 | $13.8M | 6.81% | −444−0.4% | Reduced |
| StoneX Group Inc. | 105,977 | $13.8M | 1.64% | −8,485−7.4% | Reduced |
| Benedict Financial Advisors Inc | 106,088 | $13.8M | 4.09% | −2,366−2.2% | Reduced |
| SkyOak Wealth, LLC | 106,043 | $13.8M | 4.63% | −2,362−2.2% | Reduced |
| Osher Van de Voorde Investment Management | 105,960 | $13.8M | 3.55% | −3,784−3.4% | Reduced |
| FRG Family Wealth Advisors LLC | 105,959 | $13.8M | 3.28% | −1,459−1.4% | Reduced |
| Capital Planning Advisors, LLC | 105,918 | $13.8M | 3.27% | +1,123+1.1% | Added |
| Westhampton Capital, LLC | 105,741 | $13.7M | 9.28% | −857−0.8% | Reduced |
| Bank of New Hampshire | 105,712 | $13.7M | 4.14% | −2,714−2.5% | Reduced |
| Hamel Associates, Inc. | 105,603 | $13.7M | 4.77% | −1,215−1.1% | Reduced |
| Mirador Capital Partners LP | 105,558 | $13.7M | 3.24% | −16,965−13.8% | Reduced |
| WESPAC Advisors SoCal, LLC | 105,351 | $13.7M | 5.09% | +785+0.8% | Added |
| Claro Advisors LLC | 105,218 | $13.7M | 4.47% | +4,702+4.7% | Added |
| TCI Wealth Advisors, Inc. | 105,023 | $13.6M | 1.89% | +1,162+1.1% | Added |
| Nwi Management LP | 105,000 | $13.6M | 3.19% | +7,000+7.1% | Added |
| Central Bank & Trust Co | 104,939 | $13.6M | 2.57% | +1,286+1.2% | Added |
| JTC Employer Solutions Trusteee Ltd | 104,892 | $13.6M | 1.17% | 00.0% | Unchanged |
| Northstar Asset Management Inc | 104,818 | $13.6M | 4.55% | +2,686+2.6% | Added |
| Paragon Capital Management LLC | 104,692 | $13.6M | 8.48% | −1,074−1.0% | Reduced |
| Gradient Capital Advisors, LLC | 104,684 | $13.6M | 6.18% | −1,550−1.5% | Reduced |
| AlphaStar Capital Management, LLC | 104,678 | $13.6M | 1.40% | −5,179−4.7% | Reduced |
| Essex Investment Management Co LLC | 104,629 | $13.6M | 2.12% | −2,717−2.5% | Reduced |
| Rbo & Co LLC | 104,559 | $13.6M | 2.40% | +420+0.4% | Added |
| Cedar Brook Financial Partners, LLC | 104,298 | $13.6M | 3.82% | +1,562+1.5% | Added |
| Westbourne Investment Advisors, Inc. | 104,137 | $13.5M | 6.84% | −2,071−1.9% | Reduced |
| Ellis Investment Partners, LLC | 104,109 | $13.5M | 3.68% | −168−0.2% | Reduced |
| Inscription Capital, LLC | 104,021 | $13.5M | 4.62% | −1,818−1.7% | Reduced |
| AIMZ Investment Advisors, LLC | 104,007 | $13.5M | 6.38% | +4,852+4.9% | Added |
| Sterneck Capital Management, LLC | 103,966 | $13.5M | 8.96% | −4,988−4.6% | Reduced |
| Sentry Investment Management LLC | 103,853 | $13.5M | 5.96% | −1,909−1.8% | Reduced |
| Berkshire Bank | 103,640 | $13.5M | 4.12% | −11,599−10.1% | Reduced |
| Anchor Investment Management, LLC | 103,497 | $13.4M | 1.93% | +2,291+2.3% | Added |
| Hollencrest Capital Management | 103,482 | $13.4M | 1.66% | −20,065−16.2% | Reduced |
| Wills Financial Group, Inc. | 103,394 | $13.4M | 7.65% | +77+0.1% | Added |
| Newbridge Financial Services Group, Inc. | 103,376 | $13.4M | 7.75% | +84+0.1% | Added |
| Optimum Investment Advisors | 103,349 | $13.4M | 7.28% | −8,295−7.4% | Reduced |
| Aire Advisors, LLC | 103,355 | $13.4M | 4.10% | +478+0.5% | Added |
| BFSG, LLC | 103,305 | $13.4M | 2.69% | +3,254+3.3% | Added |
| Waycross Partners, LLC | 103,283 | $13.4M | 4.87% | +50,253+94.8% | Added |
| First Dallas Securities Inc. | 103,257 | $13.4M | 8.09% | +2,752+2.7% | Added |
| Garde Capital, Inc. | 103,113 | $13.4M | 1.61% | −1,870−1.8% | Reduced |
| Carolinas Wealth Consulting LLC | 103,012 | $13.4M | 3.03% | +2,110+2.1% | Added |
| Ellevest, Inc. | 102,914 | $13.4M | 1.13% | +23,913+30.3% | Added |
| ProVise Management Group, LLC | 102,750 | $13.4M | 1.35% | −1,035−1.0% | Reduced |
| Frisch Financial Group, Inc. | 102,733 | $13.3M | 5.00% | +5,204+5.3% | Added |
| Atwater Malick LLC | 102,669 | $13.3M | 6.57% | +1,696+1.7% | Added |
| BSW Wealth Partners | 102,605 | $13.3M | 2.86% | −593−0.6% | Reduced |
| Grandfield & Dodd, LLC | 102,503 | $13.3M | 0.97% | −339−0.3% | Reduced |
| Guyasuta Investment Advisors Inc | 102,475 | $13.3M | 1.05% | +1,810+1.8% | Added |
| Liberty Capital Management, Inc. | 102,380 | $13.3M | 4.61% | −2,860−2.7% | Reduced |
| Paulson Wealth Management Inc. | 102,118 | $13.3M | 6.48% | +366+0.4% | Added |
| Weil Company, Inc. | 102,113 | $13.3M | 6.04% | −1,457−1.4% | Reduced |
| Mitchell Sinkler & Starr | 102,080 | $13.3M | 4.27% | +3,375+3.4% | Added |
| Leuthold Group, LLC | 102,013 | $13.3M | 1.79% | −2,393−2.3% | Reduced |
| Crake Asset Management LLP | 102,000 | $13.3M | 5.67% | −14,000−12.1% | Reduced |
| Walter & Keenan Financial Consulting Co | 101,747 | $13.2M | 5.19% | −2,383−2.3% | Reduced |
| SOL Capital Management CO | 101,696 | $13.2M | 2.34% | +1,315+1.3% | Added |
| Grandview Asset Management LLC | 101,489 | $13.2M | 8.21% | −470−0.5% | Reduced |
| Callan Capital, LLC | 101,404 | $13.2M | 1.63% | +16,228+19.1% | Added |
| Asset Management Group, Inc. | 101,345 | $13.2M | 3.09% | −318−0.3% | Reduced |
| Perkins Coie Trust Co | 101,108 | $13.1M | 4.20% | −462−0.5% | Reduced |
| Asset Dedication, LLC | 100,791 | $13.1M | 1.33% | −1,120−1.1% | Reduced |
| Red Lighthouse Investment Management, LLC | 100,927 | $13.1M | 6.61% | +100,927 | New |
| HFR Wealth Management, LLC | 100,918 | $13.1M | 3.80% | +200.0% | Added |
| Patten Group, Inc. | 100,850 | $13.1M | 4.12% | −4,547−4.3% | Reduced |
| Mayflower Financial Advisors, LLC | 105,200 | $13.1M | 1.81% | +4,402+4.4% | Added |
| Sumitomo Mitsui Financial Group, Inc. | 100,584 | $13.1M | 0.50% | −6,260−5.9% | Reduced |
| Trust Co of Oklahoma | 100,518 | $13.1M | 5.26% | +11,902+13.4% | Added |
| Bogart Wealth, LLC | 100,221 | $13.0M | 0.91% | +12,512+14.3% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 100,210 | $13.0M | 2.63% | −380.0% | Reduced |
| Ridgecrest Wealth Partners, LLC | 100,173 | $13.0M | 9.88% | −15,479−13.4% | Reduced |
| Nelson Capital Management, LLC | 100,009 | $13.0M | 3.81% | −19,997−16.7% | Reduced |
| Bowie Capital Management, LLC | 100,000 | $13.0M | 1.96% | +15,000+17.6% | Added |
| BW Gestao de Investimentos Ltda. | 99,975 | $13.0M | 2.02% | +22,900+29.7% | Added |
| Hennion & Walsh Asset Management, Inc. | 99,843 | $13.0M | 0.80% | −7,891−7.3% | Reduced |
| Trybe Capital Management LP | 99,615 | $12.9M | 15.19% | −13,160−11.7% | Reduced |
| Cypress Capital Management LLC (WY) | 99,482 | $12.9M | 16.10% | −1,150−1.1% | Reduced |
| Taylor Hoffman Wealth Management | 99,428 | $12.9M | 7.91% | −961−1.0% | Reduced |
| Balboa Wealth Partners | 99,154 | $12.9M | 5.81% | −4,001−3.9% | Reduced |
| Ausdal Financial Partners, Inc. | 99,146 | $12.9M | 1.87% | −6,166−5.9% | Reduced |