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 |
|---|---|---|---|---|---|
| Blodgett Wealth Advisors, LLC | 71,564 | $9.30M | 11.30% | +79+0.1% | Added |
| Union Heritage Capital, LLC | 71,500 | $9.29M | 5.67% | −2,500−3.4% | Reduced |
| Legacy Wealth Management, LLC | 71,440 | $9.28M | 5.50% | −600−0.8% | Reduced |
| McDonough Capital Management, Inc | 71,371 | $9.27M | 10.74% | +371+0.5% | Added |
| Doheny Asset Management | 71,355 | $9.27M | 10.75% | −19,288−21.3% | Reduced |
| Fortitude Advisory Group L.L.C. | 71,236 | $9.26M | 8.04% | +2,024+2.9% | Added |
| Oak Harbor Wealth Partners, LLC | 71,202 | $9.25M | 3.54% | +208+0.3% | Added |
| Kaizen Financial Strategies | 68,391 | $9.22M | 9.11% | −489−0.7% | Reduced |
| Univest Financial Corp | 70,919 | $9.21M | 2.90% | −1,187−1.6% | Reduced |
| McGinn Investment Management, Inc. | 70,913 | $9.21M | 6.63% | −217−0.3% | Reduced |
| Settian Capital LP | 70,900 | $9.21M | 8.06% | +6,700+10.4% | Added |
| Newman Dignan & Sheerar, Inc. | 70,881 | $9.21M | 3.05% | −572−0.8% | Reduced |
| Clough Capital Partners L P | 70,860 | $9.21M | 0.93% | −219,100−75.6% | Reduced |
| VeraBank, N.A. | 70,814 | $9.20M | 4.60% | −381−0.5% | Reduced |
| Global Financial Private Client, LLC | 70,730 | $9.19M | 5.14% | +2,356+3.4% | Added |
| KRS Capital Management, LLC | 70,687 | $9.18M | 12.56% | −1,024−1.4% | Reduced |
| Founders Financial Securities LLC | 70,678 | $9.18M | 1.44% | −4,984−6.6% | Reduced |
| Breakwater Capital Group | 70,647 | $9.18M | 4.80% | +70,647 | New |
| Cerro Pacific Wealth Advisors LLC | 70,638 | $9.18M | 4.87% | +130.0% | Added |
| Advocate Group LLC | 70,547 | $9.17M | 1.97% | −1,920−2.6% | Reduced |
| Fairhaven Wealth Management, LLC | 70,457 | $9.15M | 3.89% | −475−0.7% | Reduced |
| Brio Consultants, LLC | 70,363 | $9.14M | 1.82% | −7,480−9.6% | Reduced |
| Lederer & Associates Investment Counsel | 70,353 | $9.14M | 7.47% | −1,705−2.4% | Reduced |
| Kesler, Norman & Wride, LLC | 70,332 | $9.14M | 2.35% | −3,198−4.3% | Reduced |
| Darwin Advisors, LLC | 67,771 | $9.13M | 2.36% | −4,227−5.9% | Reduced |
| Capital Market Strategies LLC | 70,273 | $9.13M | 9.81% | +1,304+1.9% | Added |
| FLC Capital Advisors | 70,195 | $9.12M | 2.84% | +61+0.1% | Added |
| Georgetown University | 70,094 | $9.11M | 3.53% | +112+0.2% | Added |
| Borer Denton & Associates, Inc. | 70,064 | $9.10M | 4.03% | −300−0.4% | Reduced |
| Whitebox Advisors LLC | 70,000 | $9.10M | 0.34% | −580,000−89.2% | Reduced |
| Nicola Wealth Management Ltd. | 70,000 | $9.10M | 0.92% | −19,000−21.3% | Reduced |
| Sterling Investment Counsel, LLC | 69,976 | $9.09M | 5.62% | +14,870+27.0% | Added |
| Golden Green, Inc. | 69,910 | $9.08M | 9.37% | −3,540−4.8% | Reduced |
| TriaGen Wealth Management LLC | 69,888 | $9.08M | 5.04% | +59+0.1% | Added |
| KG&L Capital Management,LLC | 69,864 | $9.08M | 5.25% | −8,676−11.0% | Reduced |
| Dominguez Wealth Management Solutions, Inc. | 69,851 | $9.08M | 9.02% | +69,851 | New |
| Bradley & Co. Private Wealth Management, LLC | 69,745 | $9.06M | 11.03% | +91+0.1% | Added |
| All Terrain Financial Advisors, LLC | 69,733 | $9.06M | 4.60% | +517+0.7% | Added |
| American Trust Investment Advisors, LLC | 69,717 | $9.06M | 5.75% | −290−0.4% | Reduced |
| Arbor Investment Advisors, LLC | 69,695 | $9.06M | 1.85% | +52,236+299.2% | Added |
| Baystate Wealth Management LLC | 69,634 | $9.05M | 0.83% | −4,897−6.6% | Reduced |
| Keudell/Morrison Wealth Management | 69,476 | $9.03M | 2.90% | −1,189−1.7% | Reduced |
| Paradigm Financial Partners, LLC | 69,576 | $9.02M | 2.63% | +2,200+3.3% | Added |
| Carmel Capital Management L.L.C. | 69,369 | $9.01M | 5.56% | −12,760−15.5% | Reduced |
| Larson Financial Group LLC | 69,241 | $9.00M | 1.08% | −2,098−2.9% | Reduced |
| Tilt Investment Management Holdings, PBC | 69,214 | $8.99M | 7.63% | +69,214 | New |
| Solstein Capital, LLC | 69,211 | $8.99M | 7.52% | −4,048−5.5% | Reduced |
| Credential Qtrade Securities Inc. | 69,184 | $8.99M | 0.64% | −498−0.7% | Reduced |
| Stolper Co | 69,122 | $8.98M | 3.94% | +2,697+4.1% | Added |
| Intelligence Driven Advisers, LLC | 69,145 | $8.96M | 1.64% | −538−0.8% | Reduced |
| Somerset Trust Co | 68,806 | $8.94M | 3.75% | −228−0.3% | Reduced |
| Gables Capital Management Inc. | 68,732 | $8.93M | 6.50% | −1,044−1.5% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 68,716 | $8.93M | 2.91% | +6,388+10.2% | Added |
| Centric Wealth Management | 68,627 | $8.92M | 4.52% | −9,432−12.1% | Reduced |
| M. Kulyk & Associates, LLC | 68,251 | $8.87M | 2.96% | +1,001+1.5% | Added |
| Enterprise Bank & Trust Co | 68,217 | $8.86M | 4.19% | +2,220+3.4% | Added |
| Columbia Trust Co 01012016 | 68,164 | $8.86M | 4.94% | −2,655−3.7% | Reduced |
| Allegheny Financial Group LTD | 68,053 | $8.84M | 3.70% | +254+0.4% | Added |
| Crewe Advisors LLC | 67,957 | $8.83M | 1.40% | +1,027+1.5% | Added |
| LJI Wealth Management, LLC | 67,940 | $8.83M | 3.09% | +67,940 | New |
| Castle Rock Wealth Management, LLC | 61,199 | $8.81M | 3.94% | −787−1.3% | Reduced |
| Graybill Bartz & Assoc Ltd | 67,771 | $8.81M | 4.77% | +602+0.9% | Added |
| Hexagon Capital Partners LLC | 67,704 | $8.80M | 2.56% | −571−0.8% | Reduced |
| Bridge Creek Capital Management LLC | 67,700 | $8.80M | 3.44% | −516−0.8% | Reduced |
| Wealth Dimensions Group, Ltd. | 67,681 | $8.79M | 3.59% | +207+0.3% | Added |
| Orion Capital Management LLC | 67,582 | $8.78M | 6.45% | −1,224−1.8% | Reduced |
| Riverbridge Partners LLC | 67,488 | $8.77M | 0.13% | +1,563+2.4% | Added |
| Financial Enhancement Group LLC | 57,715 | $8.77M | 1.68% | −12,086−17.3% | Reduced |
| Bulltick Wealth Management, LLC | 67,432 | $8.76M | 2.51% | +4,048+6.4% | Added |
| St. Johns Investment Management Company, LLC | 67,392 | $8.76M | 5.22% | +906+1.4% | Added |
| Bray Capital Advisors | 67,377 | $8.75M | 2.72% | −569−0.8% | Reduced |
| Delta Investment Management, LLC | 67,171 | $8.73M | 2.83% | +64+0.1% | Added |
| Nikko Asset Management Americas, Inc. | 67,044 | $8.71M | 0.13% | −3,463−4.9% | Reduced |
| Jarislowsky, Fraser Ltd | 67,012 | $8.71M | 0.06% | −7,631−10.2% | Reduced |
| Chronos Wealth Management, LLC | 66,998 | $8.71M | 6.87% | −213−0.3% | Reduced |
| Dudley Capital Management, LLC | 66,942 | $8.70M | 6.39% | +66,942 | New |
| Iron Financial, LLC | 66,832 | $8.68M | 4.98% | −786−1.2% | Reduced |
| Bay Rivers Group | 66,734 | $8.67M | 8.78% | +84+0.1% | Added |
| WealthBridge Investment Counsel Inc. | 66,710 | $8.67M | 3.79% | +5,112+8.3% | Added |
| Greystone Financial Group, LLC | 66,709 | $8.67M | 2.55% | +394+0.6% | Added |
| Spring Capital Management, LLC | 66,708 | $8.67M | 7.49% | −995−1.5% | Reduced |
| Iyo Bank, Ltd. | 66,690 | $8.66M | 5.10% | 00.0% | Unchanged |
| Consilium Wealth Advisory, LLC | 66,600 | $8.65M | 7.38% | −2,376−3.4% | Reduced |
| Martin & Co Inc | 66,582 | $8.65M | 2.28% | +933+1.4% | Added |
| Investment Management of Virginia LLC | 66,554 | $8.65M | 1.70% | −348−0.5% | Reduced |
| Fortis Capital Advisors, LLC | 66,502 | $8.64M | 5.15% | +66,502 | New |
| waypoint wealth counsel | 66,498 | $8.64M | 6.96% | +66,498 | New |
| Villere St Denis J & Co LLC | 66,479 | $8.64M | 0.67% | +13,416+25.3% | Added |
| Morse Asset Management, Inc | 66,469 | $8.64M | 3.14% | −1,640−2.4% | Reduced |
| Independent Solutions Wealth Management, LLC | 66,405 | $8.63M | 2.63% | −2,806−4.1% | Reduced |
| Woodward Diversified Capital, LLC | 66,232 | $8.61M | 6.93% | −5,243−7.3% | Reduced |
| Hollow Brook Wealth Management LLC | 66,200 | $8.60M | 4.12% | +14,705+28.6% | Added |
| Independence Bank of Kentucky | 66,143 | $8.59M | 3.86% | +1,333+2.1% | Added |
| Shelton Capital Management | 66,100 | $8.59M | 0.90% | −1,192,867−94.7% | Reduced |
| Pflug Koory, LLC | 66,101 | $8.59M | 4.77% | −883−1.3% | Reduced |
| Nicolet Bankshares Inc | 79,416 | $8.59M | 2.96% | −1,223−1.5% | Reduced |
| Cladis Investment Advisory, LLC | 66,048 | $8.58M | 8.54% | +760+1.2% | Added |
| Stiles Financial Services Inc | 66,036 | $8.58M | 4.90% | −7,384−10.1% | Reduced |
| Xcel Wealth Management, LLC | 66,014 | $8.58M | 3.38% | +1,721+2.7% | Added |
| Port Capital LLC | 65,978 | $8.57M | 0.62% | −1,399−2.1% | Reduced |