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 |
|---|---|---|---|---|---|
| First National Advisers, LLC | 31,269 | $4.06M | 5.20% | +1,827+6.2% | Added |
| Well Done, LLC | 31,269 | $4.06M | 0.87% | +3,126+11.1% | Added |
| 44 Wealth Management LLC | 31,225 | $4.06M | 1.40% | +765+2.5% | Added |
| Redhawk Wealth Advisors, Inc. | 31,129 | $4.04M | 1.57% | +212+0.7% | Added |
| Black Swift Group, LLC | 31,124 | $4.04M | 1.62% | +20,138+183.3% | Added |
| Windsor Group LTD | 31,156 | $4.04M | 0.83% | −900−2.8% | Reduced |
| Omnia Family Wealth, LLC | 31,077 | $4.04M | 3.27% | −926−2.9% | Reduced |
| River Street Advisors LLC | 31,071 | $4.04M | 4.32% | +31,071 | New |
| Capital Advisors, Ltd. LLC | 39,205 | $4.03M | 0.70% | +5,819+17.4% | Added |
| Morgens Waterfall Vintiadis & Co Inc | 31,000 | $4.03M | 3.49% | +6,000+24.0% | Added |
| Silicon Hills Wealth Management, LLC | 30,991 | $4.03M | 2.99% | −160−0.5% | Reduced |
| Crescent Sterling, Ltd. | 30,926 | $4.02M | 4.31% | +30,926 | New |
| Mason & Associates Inc | 30,923 | $4.02M | 1.28% | +688+2.3% | Added |
| Altus Wealth Group LLC | 30,900 | $4.01M | 3.05% | +3,285+11.9% | Added |
| Stamos Capital Partners, L.P. | 30,860 | $4.01M | 1.27% | −22,870−42.6% | Reduced |
| Successful Portfolios LLC | 30,845 | $4.01M | 2.61% | +868+2.9% | Added |
| Auxier Asset Management | 30,846 | $4.01M | 0.69% | −717−2.3% | Reduced |
| CenterBook Partners LP | 30,845 | $4.01M | 0.66% | +30,845 | New |
| Financial Advisory Partners, LLC | 30,777 | $4.00M | 1.65% | −767−2.4% | Reduced |
| Verus Financial Partners, Inc. | 27,702 | $4.00M | 0.55% | −300−1.1% | Reduced |
| BCS Wealth Management | 30,759 | $4.00M | 1.67% | +32+0.1% | Added |
| Argent Advisors, Inc. | 30,676 | $3.99M | 2.06% | +1,384+4.7% | Added |
| Prudent Man Advisors, LLC | 30,649 | $3.98M | 1.61% | +10,021+48.6% | Added |
| Crown Wealth Group, LLC | 30,644 | $3.98M | 3.74% | +422+1.4% | Added |
| David J Yvars Group | 30,640 | $3.98M | 4.99% | −63−0.2% | Reduced |
| Summitry LLC | 30,615 | $3.98M | 0.29% | −159−0.5% | Reduced |
| Oxinas Partners Wealth Management LLC | 30,611 | $3.98M | 3.36% | −755−2.4% | Reduced |
| Ledge Wealth Management, Inc. | 30,612 | $3.98M | 1.81% | +5,293+20.9% | Added |
| Phocas Financial Corp. | 30,600 | $3.98M | 0.57% | −2,618−7.9% | Reduced |
| Evolution Wealth Advisors, LLC | 30,548 | $3.97M | 1.00% | +2,117+7.4% | Added |
| One Charles Private Wealth Services, LLC | 30,532 | $3.97M | 2.57% | +20+0.1% | Added |
| Stony Point Wealth Management Inc. | 30,500 | $3.96M | 2.19% | −834−2.7% | Reduced |
| Landmark Financial Advisors, LLC | 30,467 | $3.96M | 1.83% | −1,204−3.8% | Reduced |
| Great Diamond Partners, LLC | 30,334 | $3.94M | 1.21% | −8,471−21.8% | Reduced |
| InTrack Investment Management Inc | 30,308 | $3.94M | 3.94% | +1,718+6.0% | Added |
| Woodley Farra Manion Portfolio Management Inc | 30,272 | $3.93M | 0.29% | −338−1.1% | Reduced |
| JRM Investment Counsel, LLC | 30,272 | $3.93M | 1.69% | −12,300−28.9% | Reduced |
| ODonnell Financial Services, LLC | 30,261 | $3.93M | 36.09% | −493−1.6% | Reduced |
| Accretive Wealth Partners, LLC | 30,241 | $3.93M | 2.70% | −1,646−5.2% | Reduced |
| Astoria Portfolio Advisors LLC. | 28,483 | $3.93M | 1.84% | +2,810+10.9% | Added |
| Burt Wealth Advisors | 30,219 | $3.93M | 1.32% | +30,219 | New |
| Alliance Wealth Management Group | 30,191 | $3.92M | 1.43% | +20.0% | Added |
| Pasadena Private Wealth, LLC | 30,138 | $3.92M | 1.21% | +2,548+9.2% | Added |
| Royal Harbor Partners, LLC | 30,127 | $3.91M | 2.42% | +1,801+6.4% | Added |
| Meridian Wealth Partners, LLC | 30,113 | $3.91M | 0.91% | +726+2.5% | Added |
| Outfitter Financial LLC | 30,070 | $3.91M | 3.54% | +155+0.5% | Added |
| Elevated Capital Advisors, LLC | 30,054 | $3.90M | 1.49% | +2,163+7.8% | Added |
| Schear Investment Advisers, LLC | 30,039 | $3.90M | 4.81% | +30,039 | New |
| Retirement Capital Strategies | 30,008 | $3.90M | 1.91% | −4,098−12.0% | Reduced |
| Bright Rock Capital Management, LLC | 30,000 | $3.90M | 1.01% | +10,000+50.0% | Added |
| Andar Capital Management HK Ltd | 30,000 | $3.90M | 19.11% | +30,000 | New |
| Bickling Financial Services, Inc. | 29,994 | $3.90M | 2.43% | −140.0% | Reduced |
| FWL Investment Management, LLC | 29,980 | $3.90M | 2.95% | −621−2.0% | Reduced |
| Beta Wealth Group, Inc. | 29,952 | $3.89M | 2.61% | +1,615+5.7% | Added |
| LGL Partners, LLC | 29,838 | $3.88M | 0.70% | −4,438−12.9% | Reduced |
| Pariax, LLC | 29,832 | $3.88M | 4.81% | +11,666+64.2% | Added |
| Beaton Management Co. Inc. | 29,831 | $3.88M | 2.60% | +125+0.4% | Added |
| Convergence Investment Partners, LLC | 29,778 | $3.87M | 2.29% | −2,473−7.7% | Reduced |
| New Millennium Group LLC | 29,747 | $3.87M | 4.13% | −429−1.4% | Reduced |
| G2 Capital Management, LLC | 29,714 | $3.86M | 1.42% | −24−0.1% | Reduced |
| West Oak Capital, LLC | 29,642 | $3.85M | 2.01% | −905−3.0% | Reduced |
| Madison Wealth Partners, Inc | 29,635 | $3.85M | 2.25% | +1,033+3.6% | Added |
| Edmonds Duncan Registered Investment Advisors, LLC | 29,626 | $3.85M | 1.26% | −864−2.8% | Reduced |
| Burton Enright Welch | 29,616 | $3.85M | 1.60% | −598−2.0% | Reduced |
| Investment Advisory Group, LLC | 29,614 | $3.85M | 2.36% | −561−1.9% | Reduced |
| Selective Wealth Management, Inc. | 27,841 | $3.84M | 2.03% | +809+3.0% | Added |
| Kolinsky Wealth Management, LLC | 29,505 | $3.83M | 4.38% | +50.0% | Added |
| Home Federal Bank of Tennessee | 29,496 | $3.83M | 1.46% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 29,491 | $3.83M | 4.73% | −184−0.6% | Reduced |
| Cortland Associates Inc | 29,487 | $3.83M | 0.63% | −2,291−7.2% | Reduced |
| Center for Financial Planning, Inc. | 29,485 | $3.83M | 0.93% | +319+1.1% | Added |
| RiverFront Investment Group, LLC | 189,787 | $3.82M | 0.87% | +18,301+10.7% | Added |
| Northcape Wealth Management, LLC | 29,391 | $3.82M | 2.13% | −40,829−58.1% | Reduced |
| Sweet Financial Partners, LLC | 29,388 | $3.82M | 1.12% | +4,025+15.9% | Added |
| Herbst Group, LLC | 29,318 | $3.81M | 3.08% | +102+0.3% | Added |
| Almanack Investment Partners, LLC. | 29,312 | $3.81M | 0.81% | −3,297−10.1% | Reduced |
| MBA Advisors LLC | 29,144 | $3.79M | 2.48% | −1,803−5.8% | Reduced |
| QP Wealth Management, LLC | 29,124 | $3.78M | 5.89% | +2,400+9.0% | Added |
| Provident Trust Co | 29,075 | $3.78M | 0.10% | −3,876−11.8% | Reduced |
| Landaas & Co | 29,100 | $3.77M | 2.08% | −6,807−19.0% | Reduced |
| Pearl River Capital, LLC | 29,023 | $3.77M | 0.64% | +29,023 | New |
| Schneider Downs Wealth Management Advisors, LP | 28,989 | $3.77M | 0.83% | −5,575−16.1% | Reduced |
| Essex LLC | 28,949 | $3.76M | 1.14% | −1,552−5.1% | Reduced |
| Cahaba Wealth Management, Inc. | 28,929 | $3.76M | 0.47% | +806+2.9% | Added |
| New England Research & Management, Inc. | 28,911 | $3.76M | 2.16% | +45+0.2% | Added |
| Trustco Bank Corp N Y | 28,859 | $3.75M | 4.14% | +214+0.7% | Added |
| Portland Hill Asset Management Ltd | 29,439 | $3.75M | 10.39% | −675−2.2% | Reduced |
| Aveo Capital Partners, LLC | 28,834 | $3.75M | 0.56% | +1,416+5.2% | Added |
| Butensky & Cohen Financial Security, Inc | 28,798 | $3.74M | 1.38% | +390+1.4% | Added |
| Jackson, Grant Investment Advisers, Inc. | 28,758 | $3.74M | 1.81% | +18+0.1% | Added |
| Choice Wealth Advisors, LLC | 28,735 | $3.73M | 2.80% | −50−0.2% | Reduced |
| Trellis Advisors, LLC | 28,715 | $3.73M | 1.95% | −491−1.7% | Reduced |
| Paragon Financial Partners, Inc. | 28,707 | $3.73M | 4.13% | +100.0% | Added |
| Pinkerton Retirement Specialists, LLC | 28,640 | $3.72M | 0.81% | −116−0.4% | Reduced |
| Tandem Capital Management Corp | 28,596 | $3.72M | 2.93% | +513+1.8% | Added |
| Spectrum Wealth Advisory Group, LLC | 28,527 | $3.71M | 5.16% | +2,475+9.5% | Added |
| Demars Financial Group, LLC | 28,463 | $3.70M | 2.04% | −2,039−6.7% | Reduced |
| Evergreen Wealth Solutions, LLC | 28,430 | $3.69M | 4.87% | +570+2.0% | Added |
| Hudson Capital Management LLC | 28,386 | $3.69M | 1.46% | +2,088+7.9% | Added |
| Reitz Capital Advisors LLC | 28,341 | $3.68M | 3.51% | −775−2.7% | Reduced |