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 |
|---|---|---|---|---|---|
| Souders Financial Advisors | 79,039 | $10.3M | 2.35% | +124+0.2% | Added |
| Legato Capital Management LLC | 79,003 | $10.3M | 1.96% | +32,667+70.5% | Added |
| Fiera Capital Corp | 78,959 | $10.3M | 0.03% | −62,761−44.3% | Reduced |
| Nikulski Financial, Inc. | 78,871 | $10.2M | 4.89% | −2,246−2.8% | Reduced |
| Icon Wealth Advisors, LLC | 78,835 | $10.2M | 1.18% | −6,231−7.3% | Reduced |
| Adirondack Trust Co | 78,799 | $10.2M | 5.30% | −696−0.9% | Reduced |
| Atlantic Trust, LLC | 78,608 | $10.2M | 3.41% | −3,553−4.3% | Reduced |
| Ervin Investment Management, LLC | 78,523 | $10.2M | 9.29% | −2,159−2.7% | Reduced |
| Consolidated Capital Management, LLC | 78,518 | $10.2M | 6.09% | +498+0.6% | Added |
| Glassy Mountain Advisors, Inc. | 78,474 | $10.2M | 5.61% | +78,474 | New |
| Mine & Arao Wealth Creation & Management, LLC. | 78,437 | $10.2M | 7.54% | −11,986−13.3% | Reduced |
| American Investment Services, Inc. | 78,422 | $10.2M | 2.10% | +2,076+2.7% | Added |
| EFG Asset Management (Americas) Corp. | 78,322 | $10.2M | 2.52% | −40,677−34.2% | Reduced |
| First National Corp | 78,317 | $10.2M | 2.52% | −7,240−8.5% | Reduced |
| Moser Wealth Advisors, LLC | 78,292 | $10.2M | 7.67% | −1,255−1.6% | Reduced |
| LeJeune Puetz Investment Counsel LLC | 78,278 | $10.2M | 3.80% | −3,575−4.4% | Reduced |
| Two Point Capital Management, Inc. | 78,129 | $10.2M | 6.55% | +78,129 | New |
| American Trust | 78,098 | $10.1M | 0.94% | +11,791+17.8% | Added |
| Stoneridge Investment Partners LLC | 78,067 | $10.1M | 5.59% | +606+0.8% | Added |
| Capstone Triton Financial Group, LLC | 77,966 | $10.1M | 8.13% | −777−1.0% | Reduced |
| Tortoise Investment Management, LLC | 77,901 | $10.1M | 1.77% | −5,023−6.1% | Reduced |
| Harrington Investments, INC | 77,866 | $10.1M | 7.32% | −3,184−3.9% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 77,773 | $10.1M | 2.28% | −1,010−1.3% | Reduced |
| Cliftonlarsonallen Wealth Advisors, LLC | 77,664 | $10.1M | 0.38% | +9,622+14.1% | Added |
| Atlas Brown,Inc. | 77,282 | $10.0M | 4.93% | −3,736−4.6% | Reduced |
| Kadensa Capital Ltd | 77,272 | $10.0M | 3.01% | +49,330+176.5% | Added |
| B & T Capital Management DBA Alpha Capital Management | 77,229 | $10.0M | 2.51% | −1,453−1.8% | Reduced |
| Baldwin Investment Management, LLC | 77,139 | $10.0M | 1.81% | −828−1.1% | Reduced |
| Andra AP-fonden | 77,000 | $10.0M | 0.30% | +15,600+25.4% | Added |
| Morton Capital Management LLC | 76,999 | $10.0M | 3.91% | +7,029+10.0% | Added |
| Consolidated Planning Corp | 76,912 | $9.99M | 2.77% | +1,845+2.5% | Added |
| MV Capital Management, Inc. | 76,587 | $9.95M | 1.54% | +10,482+15.9% | Added |
| Little House Capital LLC | 76,569 | $9.95M | 4.92% | +458+0.6% | Added |
| Monterey Private Wealth, Inc. | 76,522 | $9.94M | 5.37% | −1,704−2.2% | Reduced |
| Quantbot Technologies LP | 76,213 | $9.90M | 0.71% | +66,636+695.8% | Added |
| Masso Torrence Wealth Management Inc. | 76,069 | $9.88M | 7.88% | −3,045−3.8% | Reduced |
| Hodges Capital Management Inc. | 76,031 | $9.88M | 0.86% | +13,132+20.9% | Added |
| Dumont & Blake Investment Advisors LLC | 75,873 | $9.86M | 3.49% | −175−0.2% | Reduced |
| Ifrah Financial Services, Inc. | 75,783 | $9.85M | 3.23% | −338−0.4% | Reduced |
| Mathes Company, Inc. | 75,723 | $9.84M | 4.97% | −2,357−3.0% | Reduced |
| Aj Wealth Strategies, LLC | 75,654 | $9.83M | 0.52% | −11,532−13.2% | Reduced |
| Harbour Capital Advisors, LLC | 78,593 | $9.83M | 3.31% | −6,606−7.8% | Reduced |
| High Note Wealth, LLC | 75,468 | $9.81M | 4.11% | +684+0.9% | Added |
| True Capital Management | 75,367 | $9.79M | 7.96% | +75,367 | New |
| Birch Capital Management, LLC | 75,219 | $9.77M | 6.73% | −265−0.4% | Reduced |
| F/M Investments LLC | 75,168 | $9.77M | 11.82% | −4,004−5.1% | Reduced |
| Tiemann Investment Advisors, LLC | 75,127 | $9.76M | 5.72% | +3,770+5.3% | Added |
| IVC Wealth Advisors LLC | 75,076 | $9.75M | 7.19% | −1,028−1.4% | Reduced |
| Onyx Bridge Wealth Group LLC | 75,215 | $9.75M | 3.97% | +23,631+45.8% | Added |
| Capital International Ltd | 75,016 | $9.75M | 0.67% | +887+1.2% | Added |
| WFA of San Diego, LLC | 74,959 | $9.74M | 7.45% | +131+0.2% | Added |
| NVWM, LLC | 74,892 | $9.74M | 3.54% | −1,586−2.1% | Reduced |
| Clark Asset Management, LLC | 74,859 | $9.73M | 6.99% | +74,859 | New |
| Titan Global Capital Management USA LLC | 74,818 | $9.72M | 2.76% | −4,350−5.5% | Reduced |
| Howard Financial Services, Ltd. | 74,784 | $9.72M | 2.55% | −519−0.7% | Reduced |
| Keystone Wealth Services, LLC | 74,726 | $9.71M | 4.24% | +3,506+4.9% | Added |
| LexAurum Advisors, LLC | 74,621 | $9.70M | 3.47% | −1,590−2.1% | Reduced |
| Gibraltar Capital Management, Inc. | 74,565 | $9.69M | 4.59% | +1,043+1.4% | Added |
| Fermata Advisors, LLC | 74,539 | $9.69M | 2.87% | +1,859+2.6% | Added |
| TCWP LLC | 74,445 | $9.67M | 1.96% | +1,086+1.5% | Added |
| Cardinal Capital Management | 74,368 | $9.66M | 2.06% | −175−0.2% | Reduced |
| Baugh & Associates, LLC | 74,271 | $9.65M | 6.25% | −76−0.1% | Reduced |
| Jackson Hole Capital Partners, LLC | 74,190 | $9.64M | 2.88% | −563−0.8% | Reduced |
| Great Lakes Retirement, Inc. | 74,023 | $9.62M | 2.46% | +74,023 | New |
| JSF Financial, LLC | 74,022 | $9.62M | 3.59% | +883+1.2% | Added |
| Monarch Capital Management Inc | 73,918 | $9.60M | 2.95% | −7,510−9.2% | Reduced |
| Northwest Bancshares, Inc. | 73,905 | $9.60M | 1.93% | −255−0.3% | Reduced |
| Patriot Investment Management Inc. | 65,786 | $9.60M | 0.83% | +1,464+2.3% | Added |
| Zweig-DiMenna Associates LLC | 73,672 | $9.57M | 1.40% | −10,425−12.4% | Reduced |
| Silver Oak Securities, Inc | 73,648 | $9.57M | 1.80% | +28,910+64.6% | Added |
| New Capital Management LP | 73,641 | $9.57M | 4.13% | −192−0.3% | Reduced |
| StrategIQ Financial Group, LLC | 73,390 | $9.54M | 1.10% | −1,473−2.0% | Reduced |
| Benjamin Edwards Inc | 73,185 | $9.51M | 2.50% | +120+0.2% | Added |
| Alapocas Investment Partners, Inc. | 73,177 | $9.51M | 8.93% | +1,692+2.4% | Added |
| WC Walker & Associates, Inc. | 63,847 | $9.51M | 5.04% | +2,617+4.3% | Added |
| Delta Financial Advisors LLC | 73,115 | $9.50M | 4.61% | −442−0.6% | Reduced |
| Atlas Capital Advisors LLC | 73,111 | $9.50M | 1.60% | −2,403−3.2% | Reduced |
| SeaBridge Investment Advisors LLC | 73,095 | $9.50M | 3.39% | −4,308−5.6% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 72,987 | $9.48M | 3.13% | +1,348+1.9% | Added |
| Horiko Capital Management LLC | 72,912 | $9.47M | 8.03% | −4,600−5.9% | Reduced |
| Roof Eidam & Maycock | 72,652 | $9.44M | 3.35% | −2,241−3.0% | Reduced |
| Hedeker Wealth, LLC | 72,626 | $9.44M | 3.53% | −1,765−2.4% | Reduced |
| Wall Street Access Asset Management, LLC | 72,619 | $9.44M | 7.09% | −16,126−18.2% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 72,604 | $9.43M | 9.18% | −1,924−2.6% | Reduced |
| Frank, Rimerman Advisors LLC | 72,570 | $9.43M | 2.94% | 00.0% | Unchanged |
| Synergy Financial Management, LLC | 72,419 | $9.41M | 2.41% | +25,705+55.0% | Added |
| Armstrong Henry H Associates Inc | 72,394 | $9.41M | 1.17% | −3,084−4.1% | Reduced |
| Evermay Wealth Management LLC | 72,380 | $9.40M | 1.91% | −3,082−4.1% | Reduced |
| Mechanics Financial Corp | 72,379 | $9.40M | 5.61% | −395−0.5% | Reduced |
| Private Capital Management LLC | 72,270 | $9.39M | 3.11% | −23,652−24.7% | Reduced |
| Financial Partners Capital Management LLC | 72,211 | $9.38M | 2.09% | −1,412−1.9% | Reduced |
| TLW Wealth Management, LLC | 72,072 | $9.36M | 7.58% | −544−0.7% | Reduced |
| Strategic Investment Advisors | 71,980 | $9.35M | 1.94% | −950−1.3% | Reduced |
| Cairn Investment Group, Inc. | 71,943 | $9.35M | 6.96% | +1,035+1.5% | Added |
| Cable Hill Partners, LLC | 71,911 | $9.34M | 1.67% | +702+1.0% | Added |
| Indiana Trust & Investment Management CO | 71,860 | $9.34M | 5.27% | +2,756+4.0% | Added |
| Keebeck Wealth Management, LLC | 71,852 | $9.34M | 1.64% | +2,301+3.3% | Added |
| Loomis Sayles & Co L P | 71,761 | $9.32M | 0.02% | +2,739+4.0% | Added |
| Northwest Investment Counselors, LLC | 71,761 | $9.32M | 2.69% | +212+0.3% | Added |
| Torray LLC | 71,722 | $9.32M | 1.68% | −1,515−2.1% | Reduced |