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; 6,151 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 | 6,151 | $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 | 4,404 | $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 |
|---|---|---|---|---|---|
| SYSTM Wealth Solutions LLC | 65,955 | $8.57M | 1.07% | +65,955 | New |
| TrimTabs Asset Management, LLC | 65,923 | $8.57M | 5.59% | −1,485−2.2% | Reduced |
| Fidelis Capital Partners, LLC | 65,770 | $8.56M | 10.09% | +65,770 | New |
| Charter Oak Capital Management, LLC | 65,878 | $8.56M | 1.28% | +719+1.1% | Added |
| Wimmer Associates 1, LLC | 65,835 | $8.55M | 5.65% | −224−0.3% | Reduced |
| STF Management LP | 65,802 | $8.55M | 12.28% | +65,802 | New |
| Platte River Wealth Advisors, LLC | 65,765 | $8.54M | 3.61% | −1,165−1.7% | Reduced |
| O'Brien Greene & Co. Inc | 65,678 | $8.53M | 3.24% | −162,354−71.2% | Reduced |
| Shulman DeMeo Asset Management LLC | 65,616 | $8.53M | 2.84% | −40−0.1% | Reduced |
| Naviter Wealth, LLC | 59,728 | $8.51M | 2.34% | +10,715+21.9% | Added |
| RWM Asset Management, LLC | 65,509 | $8.51M | 1.84% | −1,752−2.6% | Reduced |
| Flynn Zito Capital Management, LLC | 65,435 | $8.50M | 7.10% | −50−0.1% | Reduced |
| Greenfield Savings Bank | 65,412 | $8.50M | 5.62% | −1,674−2.5% | Reduced |
| Harbor Advisory Corp | 65,375 | $8.49M | 3.47% | −1,450−2.2% | Reduced |
| Montgomery Investment Management Inc | 65,370 | $8.49M | 3.02% | 00.0% | Unchanged |
| Orleans Capital Management Corp | 65,353 | $8.49M | 6.50% | −195−0.3% | Reduced |
| Royal Fund Management, LLC | 65,343 | $8.49M | 1.40% | +7,120+12.2% | Added |
| Hixon Zuercher, LLC | 65,324 | $8.49M | 5.23% | −10,210−13.5% | Reduced |
| Financial Management Network Inc | 67,160 | $8.49M | 3.77% | +1,107+1.7% | Added |
| Alpha Family Trust | 65,260 | $8.48M | 7.66% | −11,100−14.5% | Reduced |
| Richmond Brothers, Inc. | 65,214 | $8.47M | 11.89% | −13,854−17.5% | Reduced |
| Bank Hapoalim BM | 65,238 | $8.47M | 1.06% | −6,224−8.7% | Reduced |
| Beech Hill Advisors, Inc. | 65,174 | $8.47M | 4.71% | −1,191−1.8% | Reduced |
| Wescott Financial Advisory Group, LLC | 65,156 | $8.47M | 1.83% | +204+0.3% | Added |
| Baxter Bros Inc | 65,130 | $8.46M | 1.39% | −1,650−2.5% | Reduced |
| Coastal Bridge Advisors, LLC | 65,072 | $8.45M | 2.40% | +1,837+2.9% | Added |
| Olistico Wealth, LLC | 64,990 | $8.44M | 9.14% | +64,990 | New |
| McAdam, LLC | 47,553 | $8.44M | 0.83% | −4,489−8.6% | Reduced |
| RMR Wealth Builders | 64,963 | $8.44M | 1.91% | −1,764−2.6% | Reduced |
| Sawyer & Company, Inc | 64,892 | $8.43M | 4.15% | −1,036−1.6% | Reduced |
| Peoples Financial Services Corp. | 64,870 | $8.43M | 3.94% | −919−1.4% | Reduced |
| Symphony Financial, Ltd. Co. | 65,903 | $8.43M | 2.23% | +7,623+13.1% | Added |
| 1623 Capital LLC | 64,852 | $8.43M | 6.08% | +3,020+4.9% | Added |
| Vista Wealth Management Group, LLC | 64,815 | $8.42M | 1.01% | +27,578+74.1% | Added |
| Infusive Asset Management Inc. | 63,588 | $8.42M | 7.41% | +33,579+111.9% | Added |
| Towercrest Capital Management | 64,766 | $8.42M | 1.86% | −150.0% | Reduced |
| Apella Capital, LLC | 64,746 | $8.41M | 0.77% | +1,174+1.8% | Added |
| Financial Perspectives, Inc | 64,647 | $8.40M | 4.30% | −97−0.1% | Reduced |
| Radnor Capital Management, LLC | 57,704 | $8.39M | 2.05% | −100−0.2% | Reduced |
| Invst, LLC | 58,148 | $8.39M | 1.31% | −1,740−2.9% | Reduced |
| Summit Financial Strategies, Inc. | 64,523 | $8.38M | 1.81% | −2,621−3.9% | Reduced |
| Bruce & Co., Inc. | 64,500 | $8.38M | 2.16% | −1,500−2.3% | Reduced |
| Glen Eagle Advisors, LLC | 64,464 | $8.38M | 2.29% | −734−1.1% | Reduced |
| Optas, LLC | 64,282 | $8.35M | 3.45% | +305+0.5% | Added |
| Fernwood Investment Management, LLC | 64,239 | $8.35M | 3.45% | −331−0.5% | Reduced |
| IMS Capital Management | 64,227 | $8.35M | 5.33% | −209−0.3% | Reduced |
| Vanguard Capital Wealth Advisors | 64,178 | $8.34M | 9.66% | −356−0.6% | Reduced |
| DeDora Capital, Inc. | 64,071 | $8.32M | 3.95% | −471−0.7% | Reduced |
| CoreFirst Bank & Trust | 64,012 | $8.32M | 6.31% | −4,035−5.9% | Reduced |
| Merrion Investment Management Co, LLC | 64,012 | $8.32M | 7.75% | −705−1.1% | Reduced |
| Arden Trust Co | 63,973 | $8.31M | 1.69% | −1,346−2.1% | Reduced |
| Hartford Financial Management Inc. | 63,953 | $8.31M | 2.20% | −558−0.9% | Reduced |
| NWK Group, Inc. | 63,780 | $8.29M | 6.10% | +177+0.3% | Added |
| Thomas Story & Son LLC | 63,712 | $8.28M | 4.21% | −1,920−2.9% | Reduced |
| Advisory Alpha, LLC | 63,710 | $8.28M | 0.59% | −3,788−5.6% | Reduced |
| WealthBridge Capital Management, LLC | 63,661 | $8.27M | 3.46% | +717+1.1% | Added |
| Resonant Capital Advisors, LLC | 63,614 | $8.27M | 1.03% | +1,712+2.8% | Added |
| Once Capital Management, LLC | 63,450 | $8.24M | 11.89% | 00.0% | Unchanged |
| Finer Wealth Management, Inc. | 63,438 | $8.24M | 7.71% | −936−1.5% | Reduced |
| Garden State Investment Advisory Services LLC | 63,398 | $8.24M | 4.90% | +63,398 | New |
| Nixon Peabody Trust Co | 63,230 | $8.22M | 6.67% | +1,053+1.7% | Added |
| Nicholas Investment Partners, LP | 63,189 | $8.21M | 0.72% | −15,017−19.2% | Reduced |
| Motley Fool Wealth Management, LLC | 63,080 | $8.18M | 0.57% | +1,700+2.8% | Added |
| Strait & Sound Wealth Management LLC | 60,184 | $8.18M | 8.93% | +60,184 | New |
| Atticus Wealth Management, LLC | 62,962 | $8.18M | 3.36% | −1,948−3.0% | Reduced |
| Poehling Capital Management, LLC | 62,929 | $8.18M | 3.06% | −39−0.1% | Reduced |
| Gratus Capital LLC | 62,885 | $8.17M | 0.68% | +9,113+16.9% | Added |
| Meritas Wealth Management, LLC | 62,737 | $8.15M | 6.73% | +62,737 | New |
| Blue Edge Capital, LLC | 62,721 | $8.15M | 1.86% | −721−1.1% | Reduced |
| High Net Worth Advisory Group LLC | 62,648 | $8.14M | 3.16% | −2,480−3.8% | Reduced |
| WNY Asset Management, LLC | 62,632 | $8.14M | 2.20% | −4,428−6.6% | Reduced |
| Compton Wealth Advisory Group, LLC | 62,621 | $8.14M | 3.17% | −368−0.6% | Reduced |
| Vivaldi Capital Management, LLC | 62,510 | $8.14M | 2.02% | −297−0.5% | Reduced |
| Peninsula Wealth, LLC | 62,608 | $8.13M | 2.56% | +161+0.3% | Added |
| Bellevue Asset Management, LLC | 63,230 | $8.11M | 6.27% | −1,132−1.8% | Reduced |
| Bourgeon Capital Management LLC | 62,375 | $8.10M | 1.99% | +2,058+3.4% | Added |
| Wiley Bros.-Aintree Capital, LLC | 62,348 | $8.10M | 4.02% | −4,658−7.0% | Reduced |
| Heron Bay Capital Management | 62,294 | $8.09M | 5.01% | +484+0.8% | Added |
| Clearwater Capital Advisors, LLC | 62,240 | $8.09M | 1.05% | −2,073−3.2% | Reduced |
| GDS Wealth Management | 62,179 | $8.08M | 1.54% | −35−0.1% | Reduced |
| Constitution Capital LLC | 62,143 | $8.07M | 4.99% | +9,729+18.6% | Added |
| Harbour Investment Management LLC | 62,038 | $8.06M | 4.65% | −252−0.4% | Reduced |
| Hazlett, Burt & Watson, Inc. | 62,013 | $8.06M | 7.08% | −770−1.2% | Reduced |
| Riggs Asset Managment Co. Inc. | 61,926 | $8.05M | 3.31% | −1,394−2.2% | Reduced |
| Oak Hill Wealth Advisors, LLC | 61,923 | $8.05M | 3.32% | +61,923 | New |
| MA Private Wealth | 61,864 | $8.04M | 1.94% | +64+0.1% | Added |
| Wisconsin Capital Management LLC | 61,863 | $8.04M | 6.10% | −200−0.3% | Reduced |
| Signature Wealth Management Partners, LLC | 61,829 | $8.03M | 7.91% | +355+0.6% | Added |
| Redwood Investment Management, LLC | 61,799 | $8.03M | 1.06% | −15,310−19.9% | Reduced |
| Arkfeld Wealth Strategies, L.L.C. | 61,405 | $8.03M | 5.29% | −6,702−9.8% | Reduced |
| Capital Insight Partners, LLC | 61,716 | $8.02M | 2.08% | +634+1.0% | Added |
| Kennedy Investment Group | 61,672 | $8.01M | 5.10% | +61,672 | New |
| Bell & Brown Wealth Advisors, LLC | 61,571 | $8.00M | 4.40% | −202−0.3% | Reduced |
| Old Point Trust & Financial Services N A | 61,567 | $8.00M | 3.69% | +320+0.5% | Added |
| Cahill Financial Advisors Inc | 61,473 | $7.99M | 1.54% | −1,153−1.8% | Reduced |
| Brick & Kyle, Associates | 79,056 | $7.98M | 4.64% | −1,221−1.5% | Reduced |
| Citizens & Northern Corp | 61,416 | $7.98M | 3.30% | −1,877−3.0% | Reduced |
| Mycio Wealth Partners, LLC | 61,381 | $7.98M | 2.61% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 61,273 | $7.96M | 1.52% | −1,735−2.8% | Reduced |
| Sculati Wealth Management, LLC | 61,255 | $7.96M | 4.47% | −1,551−2.5% | Reduced |