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 11 sales; 6,152 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 | 6,152 | $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 |
|---|---|---|---|---|---|
| Sandy Cove Advisors, LLC | 34,540 | $4.49M | 3.62% | +1,186+3.6% | Added |
| Baron Wealth Management LLC | 34,515 | $4.48M | 3.44% | +34,515 | New |
| Nia Impact Advisors, LLC | 34,504 | $4.48M | 2.60% | +1,033+3.1% | Added |
| Cora Capital Advisors LLC | 34,474 | $4.48M | 3.08% | +34,474 | New |
| Front Street Capital Management, Inc. | 34,416 | $4.47M | 1.07% | +242+0.7% | Added |
| Heirloom Wealth Management | 34,408 | $4.47M | 2.78% | +34,408 | New |
| Eudaimonia Advisors LLC | 34,388 | $4.47M | 3.03% | +3,316+10.7% | Added |
| Yarger Wealth Strategies, LLC | 34,362 | $4.46M | 5.53% | +56+0.2% | Added |
| Eley Financial Management, Inc | 34,343 | $4.46M | 2.40% | +34,343 | New |
| BOS Asset Management, LLC | 34,315 | $4.46M | 3.98% | +34,315 | New |
| LWM Advisory Services, LLC | 33,971 | $4.43M | 4.90% | −16,328−32.5% | Reduced |
| Westwood Management Corp | 34,092 | $4.43M | 0.60% | +23,000+207.4% | Added |
| Cherrydale Wealth Management, LLC | 34,000 | $4.42M | 3.66% | +427+1.3% | Added |
| Column Capital Advisors, LLC | 116,435 | $4.41M | 0.73% | +83,729+256.0% | Added |
| Barton Investment Management | 33,904 | $4.41M | 0.87% | +1,444+4.4% | Added |
| Rodgers Brothers Inc. | 33,883 | $4.40M | 0.88% | −1,812−5.1% | Reduced |
| Montz Harcus Wealth Management LLC | 33,877 | $4.40M | 4.36% | +2,107+6.6% | Added |
| Nova R Wealth, Inc. | 33,788 | $4.39M | 3.23% | −566−1.6% | Reduced |
| Pacific Sage Partners, LLC | 33,781 | $4.39M | 1.46% | +33,781 | New |
| Ferguson Shapiro LLC | 33,768 | $4.39M | 3.14% | +886+2.7% | Added |
| Hudock, Inc. | 33,744 | $4.38M | 1.50% | −1,284−3.7% | Reduced |
| Boltwood Capital Management | 33,727 | $4.38M | 1.78% | −194−0.6% | Reduced |
| McBroom & Associates, LLC | 33,698 | $4.38M | 4.75% | −995−2.9% | Reduced |
| Wagner Wealth Management, LLC | 33,680 | $4.38M | 2.71% | +821+2.5% | Added |
| Mitchell & Pahl Private Wealth, LLC | 33,633 | $4.37M | 2.87% | −194−0.6% | Reduced |
| Northwest Wealth Management, LLC | 33,614 | $4.37M | 1.87% | −8,807−20.8% | Reduced |
| Matisse Capital | 33,582 | $4.36M | 3.88% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 33,551 | $4.36M | 0.96% | −451−1.3% | Reduced |
| Ahl Investment Management, Inc. | 33,526 | $4.36M | 4.05% | −1,246−3.6% | Reduced |
| StrongBox Wealth, LLC | 33,522 | $4.36M | 3.08% | −3,293−8.9% | Reduced |
| CMG Global Holdings, LLC | 33,508 | $4.35M | 4.13% | +32+0.1% | Added |
| Safeguard Investment Advisory Group, LLC | 33,477 | $4.35M | 2.68% | +582+1.8% | Added |
| Prosperity Consulting Group, LLC | 33,479 | $4.35M | 2.90% | +1,850+5.8% | Added |
| Act Wealth Management, LLC | 33,472 | $4.35M | 2.75% | +252+0.8% | Added |
| Lokken Investment Group LLC | 33,449 | $4.35M | 3.43% | −570−1.7% | Reduced |
| Sicart Associates LLC | 33,437 | $4.34M | 1.53% | +1,634+5.1% | Added |
| Eclectic Associates Inc | 33,430 | $4.34M | 2.11% | −75−0.2% | Reduced |
| Shira Ridge Wealth Management | 33,352 | $4.33M | 2.98% | +33,352 | New |
| Harfst & Associates, Inc. | 33,339 | $4.33M | 1.25% | −98−0.3% | Reduced |
| Garrison Point Advisors, LLC | 33,053 | $4.29M | 3.51% | −549−1.6% | Reduced |
| White Lighthouse Investment Management Inc. | 32,975 | $4.28M | 1.16% | −203−0.6% | Reduced |
| Stableford Capital II LLC | 32,914 | $4.28M | 2.32% | +79+0.2% | Added |
| Alta Wealth Advisors LLC | 32,969 | $4.28M | 2.89% | −285−0.9% | Reduced |
| Cadent Capital Advisors, LLC | 32,968 | $4.28M | 2.56% | −508−1.5% | Reduced |
| BigSur Wealth Management LLC | 32,876 | $4.27M | 2.06% | −2,685−7.6% | Reduced |
| Vista Capital Partners, Inc. | 32,828 | $4.27M | 0.66% | +1,100+3.5% | Added |
| Wolff Wiese Magana LLC | 32,806 | $4.26M | 3.65% | −3,864−10.5% | Reduced |
| Momentum Advisors, LLC | 32,804 | $4.26M | 4.32% | −1,523−4.4% | Reduced |
| Measured Wealth Private Client Group, LLC | 32,799 | $4.26M | 1.75% | −1,112−3.3% | Reduced |
| Etesian Wealth Advisors, Inc. | 32,735 | $4.25M | 3.10% | +32,735 | New |
| SkyView Investment Advisors, LLC | 32,706 | $4.25M | 1.29% | −4,174−11.3% | Reduced |
| Trinity Financial Advisors LLC | 32,665 | $4.24M | 2.79% | −740−2.2% | Reduced |
| Smith Shellnut Wilson LLC | 32,624 | $4.24M | 2.62% | −1,056−3.1% | Reduced |
| Lakewood Asset Management LLC | 32,600 | $4.24M | 3.42% | +32,600 | New |
| China Universal Asset Management Co., Ltd. | 32,600 | $4.24M | 1.70% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 32,593 | $4.23M | 1.74% | −25,744−44.1% | Reduced |
| Taylor & Morgan Wealth Management, LLC | 32,592 | $4.23M | 3.99% | +399+1.2% | Added |
| Long Run Wealth Advisors, LLC | 32,488 | $4.22M | 1.52% | +612+1.9% | Added |
| WT Wealth Management | 32,487 | $4.22M | 2.05% | −4,361−11.8% | Reduced |
| Q Capital Solutions | 32,456 | $4.22M | 8.36% | +8,607+36.1% | Added |
| Plotkin Financial Advisors, LLC | 32,441 | $4.22M | 4.28% | −531−1.6% | Reduced |
| First National Bank of Hutchinson | 32,405 | $4.21M | 3.57% | +659+2.1% | Added |
| Opus Investment Management Inc | 32,400 | $4.21M | 1.50% | −14,400−30.8% | Reduced |
| Corundum Group, Inc. | 32,391 | $4.21M | 2.38% | −289−0.9% | Reduced |
| Laffer Tengler Investments | 32,377 | $4.21M | 1.21% | −14,038−30.2% | Reduced |
| First Capital Advisors Group, LLC. | 32,358 | $4.20M | 2.85% | −4,189−11.5% | Reduced |
| Michael B. Yongue | 32,337 | $4.20M | 3.95% | −673−2.0% | Reduced |
| Glynn Capital Management LLC | 32,320 | $4.20M | 1.02% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 32,319 | $4.20M | 0.62% | −969−2.9% | Reduced |
| Widmann Financial Services, Inc. | 32,311 | $4.20M | 4.40% | +20.0% | Added |
| Dempze Nancy E | 32,288 | $4.20M | 4.09% | +237+0.7% | Added |
| First National Bank | 32,280 | $4.19M | 3.52% | −799−2.4% | Reduced |
| W.H. Cornerstone Investments Inc. | 30,953 | $4.17M | 3.96% | −1,952−5.9% | Reduced |
| American Institute for Advanced Investment Management, LLP | 32,100 | $4.17M | 3.84% | +1,175+3.8% | Added |
| Columbia Advisory Partners LLC | 32,098 | $4.17M | 3.97% | +7,399+30.0% | Added |
| Norris Financial Group, LLC | 32,077 | $4.17M | 3.52% | −1,673−5.0% | Reduced |
| Goldstein Advisors, LLC | 32,070 | $4.17M | 1.01% | +32,070 | New |
| Lattice Capital Management, LLC | 32,034 | $4.16M | 6.19% | 00.0% | Unchanged |
| Insight Inv LLC | 32,000 | $4.16M | 4.19% | −30−0.1% | Reduced |
| Peoples Bank | 31,953 | $4.15M | 2.67% | −2,166−6.3% | Reduced |
| Second Half Financial Partners, LLC | 28,773 | $4.15M | 2.71% | −16,872−37.0% | Reduced |
| Marion Wealth Management | 31,886 | $4.14M | 1.75% | +4,862+18.0% | Added |
| Guinness Atkinson Asset Management Inc | 31,867 | $4.14M | 2.61% | −1,600−4.8% | Reduced |
| Amica Retiree Medical Trust | 31,852 | $4.14M | 5.32% | −2,261−6.6% | Reduced |
| First Pacific Advisors, LP | 31,850 | $4.14M | 0.06% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 31,765 | $4.13M | 3.97% | +100+0.3% | Added |
| Parkside Advisors LLC | 31,714 | $4.12M | 1.44% | +1,081+3.5% | Added |
| Summit Place Financial Advisors, LLC | 31,701 | $4.12M | 3.39% | +3,084+10.8% | Added |
| RE Dickinson Investment Advisors, LLC | 31,696 | $4.12M | 1.70% | −125−0.4% | Reduced |
| Dash Acquisitions Inc. | 31,638 | $4.11M | 2.16% | −4,662−12.8% | Reduced |
| Global Strategic Investment Solutions, LLC | 31,620 | $4.11M | 0.27% | +3,108+10.9% | Added |
| LGT Fund Management Co Ltd. | 31,600 | $4.11M | 1.77% | −1,400−4.2% | Reduced |
| Westshore Wealth, LLC | 31,579 | $4.10M | 2.34% | −139−0.4% | Reduced |
| Strategic Family Wealth Counselors, L.L.C. | 31,543 | $4.10M | 2.04% | +10.0% | Added |
| D'Orazio & Associates, Inc. | 31,538 | $4.10M | 0.97% | −6,299−16.6% | Reduced |
| Mayfair Advisory Group, LLC | 31,391 | $4.09M | 5.20% | −3,008−8.7% | Reduced |
| Eagle Strategies LLC | 31,398 | $4.08M | 1.22% | +31,398 | New |
| Windsor Advisory Group, LLC | 31,398 | $4.08M | 10.82% | +31,398 | New |
| KLK Capital Management LLC | 31,336 | $4.07M | 5.58% | +639+2.1% | Added |
| Center For Asset Management LLC | 31,326 | $4.07M | 3.79% | −9,608−23.5% | Reduced |