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 |
|---|---|---|---|---|---|
| Hyperion Partners, LLC | 25,584 | $3.32M | 3.18% | +25,584 | New |
| Altman Advisors, Inc. | 24,859 | $3.32M | 2.05% | −798−3.1% | Reduced |
| Financial Advisors, LLC | 25,533 | $3.32M | 0.91% | +747+3.0% | Added |
| DDFG, Inc | 25,513 | $3.31M | 1.37% | +25,513 | New |
| Cornerstone Planning Group LLC | 24,485 | $3.31M | 1.39% | +24,485 | New |
| Heron Financial Group, LLC | 26,479 | $3.31M | 2.21% | −62−0.2% | Reduced |
| Cox Capital Mgt LLC | 25,440 | $3.31M | 2.15% | +295+1.2% | Added |
| Cooper/Haims Advisors, LLC | 25,372 | $3.30M | 2.34% | −284−1.1% | Reduced |
| Guild Investment Management, Inc. | 25,328 | $3.29M | 5.64% | −531−2.1% | Reduced |
| Richard W. Paul & Associates, LLC | 25,320 | $3.29M | 1.66% | +25,320 | New |
| Sara-Bay Financial | 25,295 | $3.29M | 1.85% | −1,797−6.6% | Reduced |
| Black Diamond Financial, LLC | 25,296 | $3.29M | 1.19% | −669−2.6% | Reduced |
| James J. Burns & Company, LLC | 25,280 | $3.29M | 1.34% | −528−2.0% | Reduced |
| Accel Wealth Management | 25,282 | $3.28M | 1.57% | +348+1.4% | Added |
| Royal Capital Wealth Management, LLC | 25,224 | $3.28M | 3.48% | −5,858−18.8% | Reduced |
| First Financial Corp | 25,199 | $3.27M | 2.01% | −8,274−24.7% | Reduced |
| Ssi Investment Management LLC | 25,196 | $3.27M | 0.21% | −22−0.1% | Reduced |
| Dodge & Cox | 25,156 | $3.27M | 0.00% | −16,000−38.9% | Reduced |
| OmniStar Financial Group, Inc. | 25,126 | $3.26M | 3.71% | +257+1.0% | Added |
| Doliver Advisors, LP | 25,115 | $3.26M | 1.07% | +319+1.3% | Added |
| My Personal CFO, LLC | 1,912 | $3.26M | 3.23% | 00.0% | Unchanged |
| Weik Capital Management | 25,088 | $3.26M | 1.52% | −140−0.6% | Reduced |
| Rosenbaum Jay D. | 25,025 | $3.25M | 7.02% | −474−1.9% | Reduced |
| Bassett Hargrove Investment Counsel, LLC | 25,064 | $3.25M | 6.08% | −812−3.1% | Reduced |
| Auto-Owners Insurance Co | 25,000 | $3.25M | 0.12% | +25,000 | New |
| Kraematon Investment Advisors, Inc | 24,951 | $3.24M | 3.52% | +516+2.1% | Added |
| Mendel Capital Management LLC | 24,920 | $3.24M | 3.38% | +1,508+6.4% | Added |
| WPWealth LLP | 24,916 | $3.24M | 1.69% | +24,916 | New |
| Southern Capital Advisors, LLC | 24,846 | $3.23M | 2.50% | −129−0.5% | Reduced |
| Curran Financial Partners, LLC | 24,842 | $3.23M | 1.56% | −1,737−6.5% | Reduced |
| Dividend Assets Capital, LLC | 24,820 | $3.23M | 0.68% | −2,058−7.7% | Reduced |
| Massachusetts Wealth Management | 22,296 | $3.22M | 3.11% | +22,296 | New |
| Horan Securities, Inc. | 24,589 | $3.19M | 1.80% | +1,310+5.6% | Added |
| Windsor Capital Management, LLC | 24,578 | $3.19M | 1.16% | −128−0.5% | Reduced |
| Centennial Bank | 24,577 | $3.19M | 1.83% | +24,577 | New |
| Paragon Capital Management Ltd | 24,567 | $3.19M | 0.85% | −235−0.9% | Reduced |
| Tevis Investment Management | 24,567 | $3.19M | 3.40% | −1,915−7.2% | Reduced |
| Lewis Capital Management, LLC | 24,557 | $3.19M | 4.88% | −128−0.5% | Reduced |
| Foundation Wealth Management, LLC | 24,518 | $3.19M | 3.23% | +24,518 | New |
| Lifeworks Advisors, LLC | 24,511 | $3.18M | 1.79% | −1,384−5.3% | Reduced |
| Pacific Capital Wealth Advisors, Inc | 24,502 | $3.18M | 0.82% | −4,698−16.1% | Reduced |
| Deltec Asset Management LLC | 24,482 | $3.18M | 0.91% | −3,750−13.3% | Reduced |
| GQG Partners LLC | 24,458 | $3.18M | 0.01% | −3,761,250−99.4% | Reduced |
| Missouri Trust & Investment Co | 24,449 | $3.18M | 1.91% | −459−1.8% | Reduced |
| Advance Capital Management, Inc. | 24,442 | $3.18M | 0.42% | −394−1.6% | Reduced |
| Lantz Financial LLC | 24,431 | $3.17M | 1.44% | +976+4.2% | Added |
| Legacy Financial Strategies, LLC | 24,407 | $3.17M | 1.31% | +1,144+4.9% | Added |
| Rockbridge Investment Management, LCC | 24,372 | $3.17M | 0.64% | −1,223−4.8% | Reduced |
| O'Brien Wealth Partners LLC | 24,344 | $3.16M | 1.26% | −1,465−5.7% | Reduced |
| SAM Advisors, LLC | 24,337 | $3.16M | 1.39% | +1,477+6.5% | Added |
| Davis Investment Partners, LLC | 20,545 | $3.16M | 1.59% | +20,545 | New |
| Pettinga Financial Advisors, LLC | 24,319 | $3.16M | 1.03% | +41+0.2% | Added |
| Valueworks LLC | 24,266 | $3.15M | 1.11% | −600−2.4% | Reduced |
| Hengehold Capital Management LLC | 24,261 | $3.15M | 0.44% | +1,373+6.0% | Added |
| Annandale Capital, LLC | 24,246 | $3.15M | 1.04% | +1,505+6.6% | Added |
| Pictet Bank & Trust Ltd | 24,240 | $3.15M | 3.68% | 00.0% | Unchanged |
| Hoxton Planning & Management, LLC | 24,228 | $3.15M | 1.67% | +24,228 | New |
| Monument Capital Management | 24,225 | $3.15M | 1.08% | −8,339−25.6% | Reduced |
| Abound Wealth Management | 24,223 | $3.15M | 1.54% | −314−1.3% | Reduced |
| Mountain Pacific Investment Advisers Inc | 24,212 | $3.15M | 0.23% | −1,140−4.5% | Reduced |
| Boit C F David | 24,202 | $3.14M | 2.24% | +72+0.3% | Added |
| Karani Asset Management LLC | 24,190 | $3.14M | 3.66% | −5,933−19.7% | Reduced |
| IAM Advisory, LLC | 24,175 | $3.14M | 1.15% | −6,653−21.6% | Reduced |
| Advisory Resource Group | 24,150 | $3.14M | 0.93% | +1,306+5.7% | Added |
| Rockingstone Advisors LLC | 24,135 | $3.14M | 2.34% | +24,135 | New |
| Brasada Capital Management, LP | 24,124 | $3.13M | 0.72% | +190+0.8% | Added |
| Redmond Asset Management, LLC | 24,109 | $3.13M | 1.13% | −259−1.1% | Reduced |
| Worth Financial Advisory Group, LLC | 24,079 | $3.13M | 3.63% | +24,079 | New |
| KFG Wealth Management, LLC | 24,035 | $3.12M | 3.20% | +24,035 | New |
| Affinity Wealth Management LLC | 24,034 | $3.12M | 0.74% | +1,745+7.8% | Added |
| Total Investment Management Inc | 23,993 | $3.12M | 0.76% | −483−2.0% | Reduced |
| Handelsinvest Investeringsforvaltning | 23,988 | $3.12M | 0.49% | −6,869−22.3% | Reduced |
| Ategra Capital Management, LLC | 23,945 | $3.11M | 1.63% | −629−2.6% | Reduced |
| Mach-1 Financial Group, Inc. | 23,917 | $3.11M | 1.45% | +11,812+97.6% | Added |
| Murphy Pohlad Asset Management LLC | 23,892 | $3.10M | 1.27% | −846−3.4% | Reduced |
| CMC Financial Group | 21,512 | $3.10M | 4.98% | −1,547−6.7% | Reduced |
| St. Louis Trust Co | 23,825 | $3.10M | 0.66% | −22,775−48.9% | Reduced |
| Foster Victor Wealth Advisors, LLC | 23,846 | $3.09M | 0.39% | +2,975+14.3% | Added |
| IMPACTfolio, LLC | 23,783 | $3.09M | 2.86% | −228−0.9% | Reduced |
| Wrapmanager Inc | 23,780 | $3.09M | 0.99% | +1,314+5.8% | Added |
| Eldridge Investment Advisors, Inc. | 23,775 | $3.09M | 1.08% | +415+1.8% | Added |
| Centennial Wealth Advisory LLC | 23,774 | $3.09M | 1.73% | +106+0.4% | Added |
| MU Investments Co., Ltd. | 23,830 | $3.09M | 3.96% | +1,600+7.2% | Added |
| Bell Investment Advisors, Inc | 23,752 | $3.09M | 0.77% | +17+0.1% | Added |
| Spouting Rock Asset Management, LLC | 23,721 | $3.08M | 2.29% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 23,697 | $3.08M | 2.03% | +23,697 | New |
| Midwest Professional Planners, LTD. | 23,613 | $3.07M | 1.70% | +87+0.4% | Added |
| Cassady Schiller Wealth Management, LLC | 23,547 | $3.06M | 1.88% | −3,452−12.8% | Reduced |
| Gilman Hill Asset Management, LLC | 23,387 | $3.04M | 0.62% | −643−2.7% | Reduced |
| Roanoke Asset Management Corp | 23,368 | $3.04M | 1.38% | −1,330−5.4% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 23,352 | $3.03M | 0.96% | +23,352 | New |
| First City Capital Management, Inc. | 23,336 | $3.03M | 1.83% | +1,800+8.4% | Added |
| Seldon Capital LP | 23,268 | $3.02M | 2.61% | 00.0% | Unchanged |
| Cipher Capital LP | 23,267 | $3.02M | 0.57% | +23,267 | New |
| Paradigm, Strategies in Wealth Management, LLC | 23,218 | $3.02M | 2.68% | +80.0% | Added |
| Red Wave Investments LLC | 23,166 | $3.01M | 1.27% | −1,338−5.5% | Reduced |
| Hofer & Associates. Inc | 23,151 | $3.01M | 3.00% | +91+0.4% | Added |
| Financial Advisory Corp | 23,126 | $3.00M | 1.49% | −30−0.1% | Reduced |
| Source Financial Advisors LLC | 23,075 | $3.00M | 1.13% | +2,231+10.7% | Added |
| Strategic Investment Solutions, Inc. | 19,840 | $2.99M | 1.48% | +19,840 | New |