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 |
|---|---|---|---|---|---|
| Pegasus Partners Ltd. | 88,367 | $11.5M | 1.89% | +870+1.0% | Added |
| McDonald Partners LLC | 88,134 | $11.5M | 3.91% | −3,802−4.1% | Reduced |
| One River Asset Management, LLC | 88,352 | $11.4M | 7.85% | +88,352 | New |
| Bill Few Associates, Inc. | 88,039 | $11.4M | 6.75% | −978−1.1% | Reduced |
| United Capital Management of KS, Inc. | 87,971 | $11.4M | 4.72% | +319+0.4% | Added |
| TTP Investments, Inc. | 87,719 | $11.4M | 12.13% | +2,323+2.7% | Added |
| Blume Capital Management, Inc. | 87,645 | $11.4M | 3.85% | −815−0.9% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 87,203 | $11.3M | 0.82% | −4,374−4.8% | Reduced |
| Personal Cfo Solutions, LLC | 86,869 | $11.3M | 2.39% | +1,259+1.5% | Added |
| DoubleLine ETF Adviser LP | 86,873 | $11.3M | 5.79% | +86,873 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 86,802 | $11.3M | 2.98% | −5,192−5.6% | Reduced |
| SS&H Financial Advisors, Inc. | 86,660 | $11.3M | 5.36% | +50+0.1% | Added |
| Isthmus Partners, LLC | 86,592 | $11.3M | 1.69% | −2,563−2.9% | Reduced |
| Mission Creek Capital Partners, Inc. | 86,585 | $11.3M | 4.02% | −4,048−4.5% | Reduced |
| Field & Main Bank | 86,477 | $11.2M | 7.24% | −2,860−3.2% | Reduced |
| Plancorp, LLC | 86,214 | $11.2M | 0.66% | +5,542+6.9% | Added |
| Investment Research & Advisory Group, Inc. | 86,156 | $11.2M | 7.45% | −206−0.2% | Reduced |
| Canal Capital Management, LLC | 86,141 | $11.2M | 2.72% | −565−0.7% | Reduced |
| Lipe & Dalton | 86,020 | $11.2M | 6.43% | −635−0.7% | Reduced |
| Marathon Trading Investment Management LLC | 86,015 | $11.2M | 7.42% | +44,906+109.2% | Added |
| Beverly Hills Private Wealth, LLC | 85,952 | $11.2M | 4.88% | +85,952 | New |
| Eqis Capital Management, Inc. | 85,916 | $11.2M | 1.26% | +300.0% | Added |
| Financial Advisory Group | 85,879 | $11.2M | 2.37% | −2,036−2.3% | Reduced |
| Omers Administration Corp | 85,658 | $11.1M | 0.18% | −4,529−5.0% | Reduced |
| Avalon Global Asset Management LLC | 85,520 | $11.1M | 7.83% | −4,500−5.0% | Reduced |
| Professional Advisory Services Inc | 85,523 | $11.1M | 1.81% | +3,329+4.1% | Added |
| Wealth Advisory Solutions, LLC | 85,296 | $11.1M | 2.98% | +30,233+54.9% | Added |
| Heritage Wealth Management, LLC | 85,255 | $11.1M | 1.58% | +43,703+105.2% | Added |
| Traphagen Investment Advisors LLC | 85,101 | $11.1M | 1.76% | +79,696+1,474.5% | Added |
| Guardian Wealth Advisors, LLC | 85,065 | $11.1M | 2.12% | −1,711−2.0% | Reduced |
| Leisure Capital Management | 85,062 | $11.1M | 5.71% | −902−1.0% | Reduced |
| Matthew 25 Management Corp | 85,000 | $11.0M | 4.66% | 00.0% | Unchanged |
| Clean Yield Group | 84,703 | $11.0M | 4.73% | +3,129+3.8% | Added |
| Baker Boyer National Bank | 84,553 | $11.0M | 4.61% | −12,506−12.9% | Reduced |
| Mezzasalma Advisors, LLC | 84,534 | $11.0M | 9.58% | +4,893+6.1% | Added |
| Bedel Financial Consulting, Inc. | 84,302 | $11.0M | 2.72% | +129+0.2% | Added |
| First Commonwealth Financial Corp | 84,262 | $10.9M | 4.07% | −385−0.5% | Reduced |
| Day & Ennis, LLC | 84,233 | $10.9M | 4.23% | +1,052+1.3% | Added |
| Consolidated Investment Group LLC | 84,084 | $10.9M | 2.34% | −15,244−15.3% | Reduced |
| Humankind Investments LLC | 84,047 | $10.9M | 4.74% | +2,708+3.3% | Added |
| Founders Capital Management, LLC | 83,902 | $10.9M | 2.93% | −164−0.2% | Reduced |
| CX Institutional | 83,700 | $10.9M | 0.66% | +4,219+5.3% | Added |
| Kingfisher Capital LLC | 83,651 | $10.9M | 2.89% | +173+0.2% | Added |
| Old Second National Bank of Aurora | 83,639 | $10.9M | 3.21% | −5,785−6.5% | Reduced |
| Duncker Streett & Co Inc | 83,492 | $10.8M | 2.62% | −9,689−10.4% | Reduced |
| Financial Consulate, Inc | 83,338 | $10.8M | 3.78% | −128−0.2% | Reduced |
| WCG Wealth Advisors LLC | 83,288 | $10.8M | 1.48% | +23,794+40.0% | Added |
| Marks Group Wealth Management, Inc | 83,249 | $10.8M | 1.48% | +24,127+40.8% | Added |
| Argonautica Private Wealth Management, Inc | 83,063 | $10.8M | 5.53% | +83,063 | New |
| Hall Private Wealth Advisors | 83,062 | $10.8M | 6.14% | +1,177+1.4% | Added |
| Bank Ozk | 83,029 | $10.8M | 5.34% | −1,713−2.0% | Reduced |
| Lineweaver Wealth Advisors, LLC | 83,023 | $10.8M | 3.27% | −827−1.0% | Reduced |
| GPM Growth Investors, Inc. | 82,904 | $10.8M | 6.54% | −94−0.1% | Reduced |
| Roberts Wealth Advisors, LLC | 86,080 | $10.8M | 5.20% | +1,674+2.0% | Added |
| Legacy Advisors, LLC | 82,803 | $10.8M | 1.97% | +8,108+10.9% | Added |
| Hirtle Callaghan & Co LLC | 82,676 | $10.7M | 0.66% | +26,478+47.1% | Added |
| Charter Research & Investment Group, Inc. | 82,495 | $10.7M | 10.28% | −305−0.4% | Reduced |
| Bank of Nova Scotia Trust Co | 82,475 | $10.7M | 1.16% | +178+0.2% | Added |
| Silverleafe Capital Partners, LLC | 82,468 | $10.7M | 7.08% | −6,438−7.2% | Reduced |
| Financial Engines Advisors L.L.C. | 82,451 | $10.7M | 0.03% | +3,950+5.0% | Added |
| Intercontinental Wealth Advisors, LLC | 82,449 | $10.7M | 3.19% | +1,541+1.9% | Added |
| Pekin Hardy Strauss, Inc. | 82,222 | $10.7M | 1.69% | −11,287−12.1% | Reduced |
| Relyea Zuckerberg Hanson LLC | 82,179 | $10.7M | 3.05% | +4,780+6.2% | Added |
| UMA Financial Services, Inc. | 74,783 | $10.7M | 2.88% | −240−0.3% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 81,918 | $10.6M | 3.28% | +81,918 | New |
| Wealth Management Associates, Inc. | 81,843 | $10.6M | 7.08% | +386+0.5% | Added |
| Financial Network Wealth Management LLC | 81,331 | $10.6M | 5.72% | −563−0.7% | Reduced |
| Capital Counsel LLC | 81,310 | $10.6M | 0.66% | +82+0.1% | Added |
| Fukoku Mutual Life Insurance Co | 81,215 | $10.6M | 0.89% | −1,700−2.1% | Reduced |
| Strategic Financial Services, Inc, | 81,194 | $10.5M | 0.84% | −801−1.0% | Reduced |
| Duff & Phelps Investment Management Co | 81,170 | $10.5M | 0.13% | 00.0% | Unchanged |
| HPC Germany GmbH & Co. KG | 81,128 | $10.5M | 16.45% | 00.0% | Unchanged |
| Centurion Wealth Management LLC | 81,060 | $10.5M | 5.94% | +81,060 | New |
| Peterson Wealth Services | 81,016 | $10.5M | 6.03% | +708+0.9% | Added |
| TFG Advisers LLC | 80,995 | $10.5M | 5.40% | −1,067−1.3% | Reduced |
| Sheets Smith Wealth Management | 80,953 | $10.5M | 1.65% | −557−0.7% | Reduced |
| Strategic Wealth Partners, Ltd. | 80,912 | $10.5M | 1.95% | +5,153+6.8% | Added |
| Titleist Asset Management, Ltd. | 80,909 | $10.5M | 2.46% | −577−0.7% | Reduced |
| Acropolis Investment Management, LLC | 80,882 | $10.5M | 0.94% | +1,937+2.5% | Added |
| Notis-McConarty Edward | 80,837 | $10.5M | 4.37% | −1,534−1.9% | Reduced |
| Allied Investment Advisors, LLC | 80,640 | $10.5M | 3.28% | −694−0.9% | Reduced |
| Twin Focus Capital Partners, LLC | 80,577 | $10.5M | 2.19% | −210−0.3% | Reduced |
| Calton & Associates, Inc. | 80,544 | $10.5M | 4.05% | +25,232+45.6% | Added |
| Mount Vernon Associates Inc | 80,532 | $10.5M | 13.44% | −1,130−1.4% | Reduced |
| Bessemer Securities LLC | 80,523 | $10.5M | 4.69% | −640−0.8% | Reduced |
| Diligent Investors, LLC | 80,306 | $10.4M | 3.41% | −512−0.6% | Reduced |
| LMG Wealth Partners, LLC | 76,663 | $10.4M | 3.45% | +76,663 | New |
| B.O.S.S. Retirement Advisors, LLC | 80,200 | $10.4M | 2.67% | +80,200 | New |
| Retirement Planning Group | 80,195 | $10.4M | 1.19% | +117+0.1% | Added |
| Curbstone Financial Management Corp | 80,163 | $10.4M | 2.61% | −7,231−8.3% | Reduced |
| Moseley Investment Management Inc | 80,138 | $10.4M | 7.46% | −3,604−4.3% | Reduced |
| Mosaic Family Wealth Partners, LLC | 80,057 | $10.4M | 2.95% | +80,057 | New |
| Tanager Wealth Management LLP | 79,972 | $10.4M | 2.80% | +10,075+14.4% | Added |
| Jackson Square Capital, LLC | 79,921 | $10.4M | 4.89% | −17,878−18.3% | Reduced |
| Fort Point Capital Partners LLC | 79,642 | $10.3M | 1.82% | −29,337−26.9% | Reduced |
| Quad-Cities Investment Group, LLC | 79,513 | $10.3M | 7.61% | −4,153−5.0% | Reduced |
| Mattern Capital Management, LLC | 79,511 | $10.3M | 1.91% | +3,301+4.3% | Added |
| Vicus Capital | 79,461 | $10.3M | 1.17% | −21,614−21.4% | Reduced |
| Bangor Savings Bank | 79,366 | $10.3M | 1.23% | −3,638−4.4% | Reduced |
| Manchester Financial Inc | 79,113 | $10.3M | 2.78% | −849−1.1% | Reduced |