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 |
|---|---|---|---|---|---|
| Eastover Investment Advisors LLC | 61,251 | $7.96M | 4.56% | −920−1.5% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 61,200 | $7.95M | 11.86% | −3,626−5.6% | Reduced |
| Alaethes Wealth LLC | 61,186 | $7.95M | 5.46% | −9,302−13.2% | Reduced |
| Quantum Financial Advisors, LLC | 61,155 | $7.95M | 3.58% | −901−1.5% | Reduced |
| Revolve Wealth Partners, LLC | 61,067 | $7.93M | 2.27% | +651+1.1% | Added |
| Brown Capital Management LLC | 61,037 | $7.93M | 0.13% | −1,678−2.7% | Reduced |
| Sage Rhino Capital LLC | 60,956 | $7.92M | 2.52% | −215−0.4% | Reduced |
| Private Portfolio Partners LLC | 60,862 | $7.91M | 2.08% | −1,579−2.5% | Reduced |
| Owen LaRue, LLC | 62,550 | $7.90M | 8.55% | +62,550 | New |
| Horizon Investment Services, LLC | 60,802 | $7.90M | 5.73% | −1,347−2.2% | Reduced |
| Sugarloaf Wealth Management, LLC | 60,794 | $7.90M | 1.98% | −2,787−4.4% | Reduced |
| Index Fund Advisors, Inc. | 60,772 | $7.90M | 0.56% | −32,226−34.7% | Reduced |
| Strategy Asset Managers LLC | 60,741 | $7.89M | 2.00% | −4,478−6.9% | Reduced |
| Creative Capital Management Investments LLC | 60,704 | $7.89M | 6.88% | +60,704 | New |
| Alterity Financial Group, LLC | 60,655 | $7.88M | 12.77% | −520−0.9% | Reduced |
| Manhattan West Asset Management, LLC | 60,611 | $7.88M | 4.02% | +1,178+2.0% | Added |
| Sovereign Financial Group, Inc. | 60,598 | $7.87M | 3.10% | +9,075+17.6% | Added |
| Meridian Investment Counsel Inc. | 60,579 | $7.87M | 3.14% | −779−1.3% | Reduced |
| Benson Investment Management Company, Inc. | 60,415 | $7.85M | 4.63% | −3,340−5.2% | Reduced |
| First Community Trust NA | 60,315 | $7.84M | 9.12% | +478+0.8% | Added |
| Highlander Capital Management, LLC | 60,269 | $7.83M | 4.10% | +20.0% | Added |
| Excalibur Management Corp | 60,229 | $7.83M | 4.09% | −1,525−2.5% | Reduced |
| N.E.W. Advisory Services LLC | 60,211 | $7.82M | 1.22% | +5,590+10.2% | Added |
| Capital Advantage, Inc. | 60,198 | $7.82M | 1.76% | −216−0.4% | Reduced |
| City State Bank | 60,159 | $7.82M | 4.81% | −884−1.4% | Reduced |
| McLean Asset Management Corp | 60,001 | $7.80M | 2.66% | +170+0.3% | Added |
| Andesa Financial Management Inc. | 59,927 | $7.79M | 4.25% | −55,646−48.1% | Reduced |
| Caas Capital Management LP | 59,926 | $7.79M | 1.50% | +58,277+3,534.1% | Added |
| Hall Laurie J Trustee | 59,871 | $7.78M | 3.50% | −1,335−2.2% | Reduced |
| Clarus Group, Inc. | 59,792 | $7.77M | 6.82% | +429+0.7% | Added |
| SRS Capital Advisors, Inc. | 59,732 | $7.76M | 1.07% | +1,534+2.6% | Added |
| Baldrige Asset Management LLC | 59,636 | $7.75M | 3.45% | −946−1.6% | Reduced |
| Townsend Asset Management Corp | 59,612 | $7.75M | 3.89% | +2,232+3.9% | Added |
| Investment Advisory Services Inc | 59,591 | $7.74M | 3.98% | +263+0.4% | Added |
| Beacon Financial Group | 59,062 | $7.74M | 1.06% | −524−0.9% | Reduced |
| Ashburton (Jersey) Ltd | 59,432 | $7.72M | 4.33% | −2,101−3.4% | Reduced |
| Eagle Capital Management, LLC | 59,409 | $7.72M | 5.66% | −129−0.2% | Reduced |
| Alhambra Investment Partners LLC | 59,390 | $7.72M | 5.62% | −668−1.1% | Reduced |
| Tenere Capital LLC | 59,360 | $7.71M | 3.41% | +7,360+14.2% | Added |
| Two Sigma Securities, LLC | 59,262 | $7.70M | 1.09% | +5,314+9.9% | Added |
| Willow Creek Wealth Management Inc. | 59,194 | $7.69M | 1.28% | −6,911−10.5% | Reduced |
| Menlo Advisors LLC | 59,196 | $7.69M | 5.78% | 00.0% | Unchanged |
| Aevitas Wealth Management, Inc. | 59,147 | $7.69M | 4.55% | −3,528−5.6% | Reduced |
| Fairfield Financial Advisors, LTD | 59,122 | $7.68M | 3.52% | −3,602−5.7% | Reduced |
| Congress Park Capital LLC | 59,110 | $7.68M | 4.89% | +472+0.8% | Added |
| Stansberry Asset Management, LLC | 59,069 | $7.67M | 1.58% | +3,356+6.0% | Added |
| First United Bank Trust | 59,056 | $7.67M | 3.75% | −1,433−2.4% | Reduced |
| Legacy Financial Advisors, Inc. | 59,046 | $7.67M | 1.65% | −3,811−6.1% | Reduced |
| Great Lakes Advisors, LLC | 569,527 | $7.66M | 0.44% | −10,005−1.7% | Reduced |
| Northside Capital Management, LLC | 58,822 | $7.64M | 2.29% | +8,408+16.7% | Added |
| Vectors Research Management, LLC | 58,790 | $7.64M | 1.98% | +62+0.1% | Added |
| HNP Capital LLC | 58,787 | $7.64M | 2.14% | +59+0.1% | Added |
| Inspirion Wealth Advisors, LLC | 58,750 | $7.63M | 1.62% | −497−0.8% | Reduced |
| McIlrath & Eck, LLC | 58,745 | $7.63M | 1.97% | +4,334+8.0% | Added |
| Prosperity Financial Group, Inc. | 58,597 | $7.61M | 8.21% | +58,597 | New |
| Headinvest, LLC | 58,577 | $7.61M | 1.70% | −1,382−2.3% | Reduced |
| Abbot Financial Management, Inc. | 58,493 | $7.60M | 5.20% | −3,729−6.0% | Reduced |
| Lafayette Investments, Inc. | 58,382 | $7.59M | 2.13% | −1,561−2.6% | Reduced |
| Western Pacific Wealth Management, LP | 58,381 | $7.59M | 6.31% | +218+0.4% | Added |
| Burke & Herbert Bank & Trust Co | 58,264 | $7.57M | 5.63% | −355−0.6% | Reduced |
| Valley Brook Capital Group | 58,248 | $7.57M | 7.26% | +134+0.2% | Added |
| Bryant Woods Investment Advisors, LLC | 58,220 | $7.56M | 6.42% | +1,602+2.8% | Added |
| Roman Butler Fullerton & Co | 55,522 | $7.55M | 3.90% | −3,189−5.4% | Reduced |
| Wealth Management Partners, LLC | 58,000 | $7.55M | 6.30% | −2,000−3.3% | Reduced |
| Sterling Financial Group, Inc. | 58,048 | $7.54M | 5.78% | +58,048 | New |
| Sabal Trust CO | 58,040 | $7.54M | 0.51% | +16,596+40.0% | Added |
| CWS Financial Advisors, LLC | 61,737 | $7.54M | 3.26% | −126−0.2% | Reduced |
| Trail Ridge Investment Advisors, LLC | 57,892 | $7.52M | 5.18% | +171+0.3% | Added |
| Diversified, LLC | 57,880 | $7.52M | 2.96% | +11,304+24.3% | Added |
| Marathon Capital Management | 57,826 | $7.51M | 2.07% | −79−0.1% | Reduced |
| Lincoln Capital Corp | 57,761 | $7.50M | 4.59% | −8,127−12.3% | Reduced |
| Amplius Wealth Advisors, LLC | 57,737 | $7.50M | 1.20% | +3,089+5.7% | Added |
| Texas Capital Bancshares Inc | 57,702 | $7.50M | 5.26% | +168+0.3% | Added |
| Boston Research & Management Inc | 57,706 | $7.50M | 2.32% | −44−0.1% | Reduced |
| Capital International Sarl | 57,661 | $7.49M | 0.53% | +8,465+17.2% | Added |
| Exeter Financial, LLC | 57,643 | $7.49M | 3.90% | +75+0.1% | Added |
| REDW Wealth LLC | 57,594 | $7.48M | 2.59% | −100−0.2% | Reduced |
| Rock Point Advisors, LLC | 57,472 | $7.47M | 2.58% | −1,015−1.7% | Reduced |
| Aurora Investment Managers, LLC. | 57,250 | $7.44M | 7.45% | −4,901−7.9% | Reduced |
| Clay Northam Wealth Management, LLC | 57,244 | $7.44M | 8.56% | −186−0.3% | Reduced |
| Austin Private Wealth, LLC | 57,162 | $7.43M | 1.30% | −935−1.6% | Reduced |
| Waddell & Associates, LLC | 57,126 | $7.42M | 1.24% | +1,094+2.0% | Added |
| Mark Sheptoff Financial Planning, LLC | 57,037 | $7.41M | 4.35% | −94−0.2% | Reduced |
| Horizon Wealth Management, LLC | 56,980 | $7.40M | 6.03% | −63,956−52.9% | Reduced |
| Parkside Investments, LLC | 56,962 | $7.40M | 1.48% | −593−1.0% | Reduced |
| Stokes Capital Advisors, LLC | 56,960 | $7.40M | 2.55% | −11,695−17.0% | Reduced |
| Per Stirling Capital Management, LLC. | 56,932 | $7.40M | 1.35% | +56,932 | New |
| Heartland Bank & Trust Co | 56,849 | $7.39M | 5.45% | −2,086−3.5% | Reduced |
| Satovsky Asset Management LLC | 56,714 | $7.37M | 3.06% | −878−1.5% | Reduced |
| White Pine Capital LLC | 56,697 | $7.37M | 2.87% | +45+0.1% | Added |
| LWMG, LLC | 56,676 | $7.36M | 2.64% | +56,676 | New |
| Alkeon Capital Management LLC | 56,627 | $7.36M | 0.05% | 00.0% | Unchanged |
| Connable Office Inc | 56,575 | $7.35M | 1.05% | +215+0.4% | Added |
| Asset Management Advisors, LLC | 56,572 | $7.35M | 7.25% | −10,270−15.4% | Reduced |
| Caldwell Sutter Capital, Inc. | 56,572 | $7.35M | 6.48% | +56,572 | New |
| Delta Asset Management LLC | 56,518 | $7.34M | 0.80% | −1,656−2.8% | Reduced |
| Security National Bank of So Dak | 56,417 | $7.33M | 5.32% | +8,175+16.9% | Added |
| Trust Investment Advisors | 56,413 | $7.33M | 6.91% | −1,465−2.5% | Reduced |
| Lincoln Capital LLC | 56,268 | $7.31M | 2.11% | +858+1.5% | Added |
| Timber Creek Capital Management LLC | 56,259 | $7.31M | 2.77% | −128−0.2% | Reduced |