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 |
|---|---|---|---|---|---|
| Tyler-Stone Wealth Management | 56,226 | $7.30M | 4.97% | +358+0.6% | Added |
| Auxano Advisors, LLC | 56,202 | $7.30M | 3.30% | +60+0.1% | Added |
| Peninsula Asset Management Inc | 56,201 | $7.30M | 4.48% | −2,030−3.5% | Reduced |
| NovaPoint Capital, LLC | 56,173 | $7.30M | 3.19% | +520+0.9% | Added |
| Cypress Capital, LLC | 56,167 | $7.30M | 2.29% | −70−0.1% | Reduced |
| Accurate Wealth Management, LLC | 55,838 | $7.30M | 2.69% | +12,626+29.2% | Added |
| Altfest L J & Co Inc | 56,118 | $7.29M | 1.21% | −1,016−1.8% | Reduced |
| Connolly Sarah T. | 56,096 | $7.29M | 4.95% | +1,835+3.4% | Added |
| Keel Point, LLC | 56,083 | $7.29M | 1.14% | +4,822+9.4% | Added |
| Laraway Financial Inc | 56,021 | $7.28M | 7.61% | −969−1.7% | Reduced |
| Cherry Creek Investment Advisors, Inc. | 56,019 | $7.28M | 5.65% | +835+1.5% | Added |
| Capital Performance Advisors LLP | 56,016 | $7.28M | 4.18% | −3,277−5.5% | Reduced |
| Palogic Value Management, L.P. | 56,010 | $7.28M | 3.80% | +56,010 | New |
| Act Two Investors LLC | 56,008 | $7.28M | 7.52% | −34,436−38.1% | Reduced |
| Archford Capital Strategies, LLC | 55,820 | $7.25M | 1.67% | −131−0.2% | Reduced |
| McMillion Capital Management Inc | 55,768 | $7.25M | 6.56% | −400−0.7% | Reduced |
| NEIRG Wealth Management, LLC | 55,726 | $7.24M | 1.36% | −764−1.4% | Reduced |
| Global Trust Asset Management, LLC | 55,702 | $7.24M | 3.66% | −3,899−6.5% | Reduced |
| Nkcfo LLC | 55,600 | $7.22M | 3.39% | 00.0% | Unchanged |
| Sentinel Trust Co Lba | 55,552 | $7.22M | 1.13% | −18,894−25.4% | Reduced |
| Round Rock Advisors, LLC | 55,534 | $7.22M | 2.95% | +38+0.1% | Added |
| SJS Investment Consulting Inc. | 55,458 | $7.21M | 2.15% | +8,870+19.0% | Added |
| Family Capital Trust Co | 55,394 | $7.20M | 2.92% | −140−0.3% | Reduced |
| Barry Investment Advisors, LLC | 55,337 | $7.19M | 2.27% | −470−0.8% | Reduced |
| Waterfront Wealth Inc. | 49,260 | $7.19M | 2.47% | +199+0.4% | Added |
| Muhlenkamp & Co Inc | 55,266 | $7.18M | 3.04% | −56−0.1% | Reduced |
| Wambolt & Associates, LLC | 123,688 | $7.17M | 2.76% | +1,523+1.2% | Added |
| Carl P. Sherr & Co., LLC | 55,184 | $7.17M | 5.44% | +1,863+3.5% | Added |
| Lee Johnson Capital Management, LLC | 55,173 | $7.17M | 13.36% | −2,993−5.1% | Reduced |
| Coston, McIsaac & Partners | 55,175 | $7.17M | 2.79% | +651+1.2% | Added |
| Truepoint, Inc. | 55,080 | $7.16M | 0.26% | −2,045−3.6% | Reduced |
| Alera Investment Advisors, LLC | 55,039 | $7.15M | 1.69% | −1,439−2.5% | Reduced |
| Silverlake Wealth Management LLC | 55,007 | $7.15M | 4.46% | +1,760+3.3% | Added |
| Bonness Enterprises Inc | 54,940 | $7.14M | 3.36% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 54,928 | $7.14M | 3.71% | −43−0.1% | Reduced |
| Portland Global Advisors LLC | 54,889 | $7.13M | 1.31% | −215−0.4% | Reduced |
| Private Wealth Strategies, L.L.C. | 54,870 | $7.13M | 1.90% | −1,173−2.1% | Reduced |
| Integrated Investment Consultants, LLC | 54,751 | $7.11M | 2.40% | +1,141+2.1% | Added |
| Clarus Wealth Advisors | 54,239 | $7.09M | 4.65% | −1,159−2.1% | Reduced |
| Keeler Thomas Management LLC | 54,664 | $7.08M | 3.57% | −8,577−13.6% | Reduced |
| Pacifica Partners Inc. | 54,402 | $7.08M | 4.81% | −287−0.5% | Reduced |
| Armstrong Shaw Associates Inc | 54,387 | $7.07M | 7.03% | −720−1.3% | Reduced |
| First Business Financial Services, Inc. | 54,347 | $7.06M | 0.95% | +49,289+974.5% | Added |
| Hourglass Capital, LLC | 54,199 | $7.04M | 2.48% | −641−1.2% | Reduced |
| Abundance Wealth Counselors | 54,189 | $7.04M | 1.92% | +666+1.2% | Added |
| Silvia McColl Wealth Management, LLC | 53,910 | $7.00M | 6.88% | +53,910 | New |
| McMahon Financial Advisors, LLC | 53,908 | $7.00M | 2.54% | −1,289−2.3% | Reduced |
| Gilbert & Cook, Inc. | 53,886 | $7.00M | 1.27% | +250.0% | Added |
| Spirit of America Management Corp | 53,832 | $6.99M | 1.57% | −1,400−2.5% | Reduced |
| Carlson Capital Management | 53,764 | $6.99M | 0.50% | −1,230−2.2% | Reduced |
| LBMC Investment Advisors, LLC | 53,737 | $6.98M | 0.74% | −2,991−5.3% | Reduced |
| Garner Asset Management Corp | 53,723 | $6.98M | 3.44% | −1,380−2.5% | Reduced |
| Blue Zone Wealth Advisors, LLC | 53,704 | $6.98M | 3.73% | −1,414−2.6% | Reduced |
| Parisi Gray Wealth Management | 53,634 | $6.97M | 3.43% | +17,245+47.4% | Added |
| Modus Advisors, LLC | 53,614 | $6.97M | 3.37% | +60.0% | Added |
| Banta Asset Management LP | 53,608 | $6.97M | 9.36% | −580−1.1% | Reduced |
| Cross Staff Investments Inc | 53,574 | $6.96M | 7.30% | +39+0.1% | Added |
| Paradiem, LLC | 53,547 | $6.96M | 2.57% | 00.0% | Unchanged |
| Spinnaker Investment Group, LLC | 53,457 | $6.95M | 2.47% | −1,526−2.8% | Reduced |
| Aldebaran Financial Inc. | 53,445 | $6.94M | 7.73% | −859−1.6% | Reduced |
| Triad Financial Advisors, Inc. | 53,399 | $6.94M | 3.09% | +302+0.6% | Added |
| Y.D. More Investments Ltd | 53,529 | $6.94M | 1.88% | +53,529 | New |
| Jupiter Wealth Management LLC | 53,327 | $6.93M | 6.70% | +3,000+6.0% | Added |
| Chesapeake Wealth Management | 53,310 | $6.93M | 3.03% | −863−1.6% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 53,277 | $6.92M | 4.29% | +445+0.8% | Added |
| Paradigm Asset Management Co LLC | 53,246 | $6.92M | 1.94% | +26,400+98.3% | Added |
| Eukles Asset Management | 53,246 | $6.92M | 4.04% | +1,762+3.4% | Added |
| Charles Carroll Financial Partners, LLC | 53,224 | $6.92M | 10.69% | −4,096−7.1% | Reduced |
| Sound Income Strategies, LLC | 53,222 | $6.92M | 0.88% | +5,270+11.0% | Added |
| Game Plan Financial Advisors, LLC | 53,215 | $6.91M | 5.69% | −4,023−7.0% | Reduced |
| Rede Wealth, LLC | 53,155 | $6.91M | 3.74% | +682+1.3% | Added |
| Alan B. Lancz & Associates, Inc. | 51,149 | $6.89M | 6.96% | −550−1.1% | Reduced |
| Ballast, Inc. | 52,990 | $6.88M | 3.01% | +60+0.1% | Added |
| jvl associates llc | 52,909 | $6.87M | 4.00% | −39,396−42.7% | Reduced |
| Ellerson Group Inc | 52,881 | $6.87M | 7.28% | +52,881 | New |
| Family Legacy, Inc. | 48,354 | $6.86M | 3.00% | +652+1.4% | Added |
| Planning Alternatives Ltd | 52,721 | $6.85M | 1.25% | +323+0.6% | Added |
| Marshall Financial Group LLC | 52,721 | $6.85M | 2.66% | +125+0.2% | Added |
| Northwest Capital Management Inc | 52,640 | $6.84M | 3.63% | −332−0.6% | Reduced |
| Chilton Investment Co LLC | 52,565 | $6.83M | 0.21% | +2,051+4.1% | Added |
| Pacific Wealth Strategies Group, Inc. | 52,560 | $6.83M | 9.14% | −74−0.1% | Reduced |
| Hudson Value Partners, LLC | 52,551 | $6.83M | 4.19% | +1,717+3.4% | Added |
| Marino, Stram & Associates LLC | 52,435 | $6.81M | 2.15% | 00.0% | Unchanged |
| Advanced Asset Management Advisors Inc | 52,430 | $6.81M | 1.70% | +701+1.4% | Added |
| Bridgeworth, LLC | 52,423 | $6.81M | 1.08% | +69+0.1% | Added |
| First County Bank | 52,398 | $6.81M | 3.26% | +52,398 | New |
| Trinity Legacy Partners, LLC | 52,351 | $6.80M | 2.71% | −2,113−3.9% | Reduced |
| Mystic Asset Management, Inc. | 52,236 | $6.79M | 3.86% | −1,789−3.3% | Reduced |
| Ravenstone Capital Management Inc. | 52,101 | $6.77M | 5.55% | 00.0% | Unchanged |
| Peak Financial Management, Inc. | 52,087 | $6.77M | 2.66% | +74+0.1% | Added |
| Skye Global Management LP | 52,000 | $6.76M | 0.23% | −223,000−81.1% | Reduced |
| Monetta Financial Services Inc | 52,000 | $6.76M | 7.79% | 00.0% | Unchanged |
| Claraphi Advisory Network, LLC | 51,994 | $6.76M | 2.69% | +16,196+45.2% | Added |
| Chemung Canal Trust Co | 51,970 | $6.75M | 1.54% | −2,248−4.1% | Reduced |
| Coastal Capital Group, Inc. | 48,839 | $6.75M | 1.96% | 00.0% | Unchanged |
| Wayfinding Financial, LLC | 42,369 | $6.75M | 5.41% | +353+0.8% | Added |
| Cambridge Advisors Inc. | 51,874 | $6.74M | 1.81% | −708−1.3% | Reduced |
| Brooktree Capital Management | 51,844 | $6.74M | 5.53% | −5,363−9.4% | Reduced |
| William Allan, LLC | 51,798 | $6.73M | 5.66% | −1,537−2.9% | Reduced |
| EFG Asset Management (North America) Corp. | 51,898 | $6.73M | 1.51% | −1,010−1.9% | Reduced |