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 7 sales; 6,150 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
- 4,555
- +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 | 6,150 | $2.80T |
| Q1 2026 | 6,134 | $2.40T |
| Q4 2025 | 6,130 | $2.61T |
| Q3 2025 | 5,616 | $2.35T |
| Q2 2025 | 5,599 | $1.93T |
| Q1 2025 | 5,607 | $2.08T |
| Q4 2024 | 5,671 | $2.36T |
| Q3 2024 | 5,105 | $2.17T |
| Q2 2024 | 5,132 | $1.98T |
| Q1 2024 | 5,023 | $1.61T |
| Q4 2023 | 4,976 | $1.81T |
| Q3 2023 | 4,618 | $1.60T |
| Q2 2023 | 4,594 | $1.82T |
| Q1 2023 | 4,524 | $1.55T |
| Q4 2022 | 4,555 | $1.21T |
| Q3 2022 | 4,346 | $1.29T |
| Q2 2022 | 4,339 | $1.28T |
| Q1 2022 | 4,390 | $1.66T |
| Q4 2021 | 4,402 | $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 |
|---|---|---|---|---|---|
| Siemens Fonds Invest GmbH | 467,120 | $60.7M | 6.07% | −22,819−4.7% | Reduced |
| Chicago Capital, LLC | 466,763 | $60.6M | 3.35% | −7,766−1.6% | Reduced |
| Appleton Partners Inc | 466,635 | $60.6M | 5.74% | −2,364−0.5% | Reduced |
| ARS Investment Partners, LLC | 466,552 | $60.6M | 8.06% | −59,114−11.2% | Reduced |
| Bender Robert & Associates | 463,958 | $60.3M | 22.54% | −2,265−0.5% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 463,724 | $60.2M | 1.32% | −14,303−3.0% | Reduced |
| Baldwin Brothers Inc | 459,707 | $59.7M | 5.42% | +72,708+18.8% | Added |
| Chilton Capital Management LLC | 458,110 | $59.5M | 3.70% | +5,335+1.2% | Added |
| Howard Capital Management Group, LLC | 454,993 | $59.1M | 7.09% | −4,921−1.1% | Reduced |
| GFI Investment Counsel Ltd. | 453,482 | $58.9M | 9.93% | −4,746−1.0% | Reduced |
| Delta Financial Group, Inc. | 452,312 | $58.8M | 26.04% | +452,312 | New |
| Franklin Street Advisors Inc | 451,214 | $58.6M | 5.57% | −20,180−4.3% | Reduced |
| Spears Abacus Advisors LLC | 450,687 | $58.6M | 5.58% | −11,256−2.4% | Reduced |
| Moors & Cabot, Inc. | 450,171 | $58.5M | 4.08% | −18,889−4.0% | Reduced |
| Eastern Bank | 449,494 | $58.4M | 3.12% | −6,392−1.4% | Reduced |
| Oakmont Corp | 448,426 | $58.3M | 9.33% | −6,475−1.4% | Reduced |
| Highland Capital Management, LLC | 444,062 | $57.7M | 4.07% | −5,162−1.1% | Reduced |
| Means Investment Co., Inc. | 439,499 | $57.1M | 11.45% | −10,550−2.3% | Reduced |
| Capital International Inc | 438,825 | $57.0M | 1.23% | +2,271+0.5% | Added |
| Capital Investment Advisors, LLC | 437,214 | $56.8M | 1.72% | +19,810+4.7% | Added |
| Brookstone Capital Management | 437,094 | $56.7M | 1.15% | −14,360−3.2% | Reduced |
| Edmond de Rothschild Holding S.A. | 435,886 | $56.6M | 1.33% | +108,204+33.0% | Added |
| Baskin Financial Services Inc. | 435,870 | $56.6M | 6.56% | −6,587−1.5% | Reduced |
| Diversified Trust Co | 435,594 | $56.6M | 2.36% | +32,918+8.2% | Added |
| Weatherly Asset Management L. P. | 428,250 | $55.6M | 7.59% | −10,752−2.4% | Reduced |
| Adell Harriman & Carpenter Inc | 427,580 | $55.6M | 6.39% | −17,054−3.8% | Reduced |
| LVM Capital Management Ltd | 427,349 | $55.5M | 8.05% | −7,165−1.6% | Reduced |
| NorthCrest Asset Manangement, LLC | 427,244 | $55.5M | 3.15% | −10,260−2.3% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 426,344 | $55.4M | 1.23% | −283−0.1% | Reduced |
| Wolverine Asset Management LLC | 426,104 | $55.4M | 0.85% | +3,552+0.8% | Added |
| Great Valley Advisor Group, Inc. | 425,949 | $55.3M | 2.83% | −18,217−4.1% | Reduced |
| Harvest Volatility Management LLC | 425,716 | $55.3M | 11.17% | −99,105−18.9% | Reduced |
| Sowell Financial Services LLC | 424,519 | $55.2M | 3.57% | +424,519 | New |
| SeaCrest Wealth Management, LLC | 423,978 | $55.1M | 7.90% | −14,853−3.4% | Reduced |
| Evanson Asset Management, LLC | 422,664 | $54.9M | 6.03% | −3,736−0.9% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 422,120 | $54.8M | 3.18% | +422,120 | New |
| Colonial Trust Advisors | 421,796 | $54.8M | 6.72% | −6,744−1.6% | Reduced |
| Dock Street Asset Management Inc | 421,651 | $54.8M | 12.63% | +8,687+2.1% | Added |
| Tower Bridge Advisors | 421,497 | $54.8M | 4.55% | −12,160−2.8% | Reduced |
| Smith, Salley & Associates | 420,574 | $54.6M | 4.67% | +624+0.1% | Added |
| First Foundation Advisors | 418,881 | $54.4M | 2.61% | −55,254−11.7% | Reduced |
| Community Bank, N.A. | 416,863 | $54.2M | 7.54% | −401−0.1% | Reduced |
| Sound View Wealth Advisors Group, LLC | 280,535 | $54.0M | 5.96% | +150,947+116.5% | Added |
| Klingenstein Fields & Co LP | 415,313 | $54.0M | 2.80% | −308−0.1% | Reduced |
| Signaturefd, LLC | 414,424 | $53.8M | 1.57% | +6,066+1.5% | Added |
| Empirical Finance, LLC | 414,056 | $53.8M | 5.57% | +28,507+7.4% | Added |
| Gibson Wealth Advisors LLC | 376,031 | $53.7M | 1.03% | +372,576+10,783.7% | Added |
| Atria Investments LLC | 413,319 | $53.7M | 1.10% | −26,132−5.9% | Reduced |
| Alphadyne Asset Management LP | 413,221 | $53.7M | 33.70% | +385,085+1,368.7% | Added |
| Spire Wealth Management | 411,492 | $53.5M | 3.01% | +15,565+3.9% | Added |
| Boston Family Office LLC | 411,485 | $53.5M | 4.44% | −349−0.1% | Reduced |
| Coldstream Capital Management Inc | 409,518 | $53.2M | 1.95% | +409,518 | New |
| Tokio Marine Asset Management Co Ltd | 408,907 | $53.1M | 4.14% | +49,613+13.8% | Added |
| CWA Asset Management Group, LLC | 408,663 | $53.1M | 4.31% | +4,579+1.1% | Added |
| YHB Investment Advisors, Inc. | 408,379 | $53.1M | 5.66% | −5,872−1.4% | Reduced |
| Grimes & Company, Inc. | 405,188 | $52.6M | 2.22% | −341−0.1% | Reduced |
| Edgemoor Investment Advisors, Inc. | 404,559 | $52.6M | 6.58% | −6,602−1.6% | Reduced |
| Sloy Dahl & Holst, LLC | 402,782 | $52.3M | 18.28% | −24,254−5.7% | Reduced |
| Oak Ridge Investments LLC | 399,347 | $51.9M | 7.73% | −5,644−1.4% | Reduced |
| Robertson Stephens Wealth Management, LLC | 396,459 | $51.5M | 5.03% | +16,259+4.3% | Added |
| LMCG Investments, LLC | 396,163 | $51.5M | 3.59% | −7,945−2.0% | Reduced |
| IHT Wealth Management, LLC | 394,054 | $51.2M | 3.27% | −17,504−4.3% | Reduced |
| NorthRock Partners, LLC | 392,902 | $51.0M | 5.81% | −7,460−1.9% | Reduced |
| Joel Isaacson & Co., LLC | 392,544 | $51.0M | 3.93% | +7,755+2.0% | Added |
| Community Trust & Investment Co | 392,494 | $51.0M | 4.64% | −4,017−1.0% | Reduced |
| First Horizon Advisors, Inc. | 392,486 | $51.0M | 1.88% | −12,816−3.2% | Reduced |
| Bank of the West | 392,443 | $51.0M | 5.99% | −20,451−5.0% | Reduced |
| Financial Advocates Investment Management | 392,158 | $51.0M | 3.85% | +74,652+23.5% | Added |
| Everence Capital Management Inc | 391,398 | $50.9M | 4.38% | −35,960−8.4% | Reduced |
| Richard Bernstein Advisors LLC | 391,102 | $50.8M | 1.14% | −47,694−10.9% | Reduced |
| Birinyi Associates Inc | 390,072 | $50.7M | 24.34% | −9,554−2.4% | Reduced |
| Wealth Alliance | 389,583 | $50.6M | 8.99% | −9,868−2.5% | Reduced |
| Covea Finance | 388,168 | $50.4M | 2.51% | −8,332−2.1% | Reduced |
| Banco Santander, S.A. | 387,584 | $50.4M | 0.75% | +7,968+2.1% | Added |
| Carret Asset Management, LLC | 387,298 | $50.3M | 6.95% | −9,575−2.4% | Reduced |
| Welch Group, LLC | 387,267 | $50.3M | 2.88% | +6,043+1.6% | Added |
| S&CO Inc | 385,981 | $50.1M | 4.39% | −6,680−1.7% | Reduced |
| Dynamic Advisor Solutions LLC | 384,146 | $49.9M | 3.41% | +56,497+17.2% | Added |
| ExodusPoint Capital Management, LP | 382,692 | $49.7M | 0.77% | +272,794+248.2% | Added |
| Josh Arnold Investment Consultant, LLC | 382,384 | $49.7M | 72.76% | −325−0.1% | Reduced |
| GW Henssler & Associates Ltd | 380,138 | $49.4M | 3.47% | +7,733+2.1% | Added |
| Gillespie Robinson & Grimm Inc | 379,025 | $49.2M | 5.03% | −10,783−2.8% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 378,601 | $49.2M | 9.03% | −3,001−0.8% | Reduced |
| Principle Wealth Partners LLC | 376,971 | $49.0M | 5.55% | −1,789−0.5% | Reduced |
| Baker Avenue Asset Management, LP | 376,910 | $49.0M | 2.93% | −12,941−3.3% | Reduced |
| Quest Investment Management LLC | 376,226 | $48.9M | 5.94% | +6,632+1.8% | Added |
| Martingale Asset Management L P | 375,755 | $48.8M | 0.95% | −39,245−9.5% | Reduced |
| Girard Partners Ltd. | 374,739 | $48.7M | 5.52% | −1,174−0.3% | Reduced |
| Birch Hill Investment Advisors LLC | 374,228 | $48.6M | 3.10% | −3,827−1.0% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 372,495 | $48.4M | 1.84% | +10,343+2.9% | Added |
| Am Investment Strategies LLC | 372,195 | $48.4M | 17.25% | −819−0.2% | Reduced |
| Cypress Funds LLC | 371,332 | $48.2M | 8.40% | 00.0% | Unchanged |
| Talbot Financial, LLC | 370,969 | $48.2M | 9.92% | +370,969 | New |
| NFJ Investment Group, LLC | 370,809 | $48.2M | 1.26% | +18,269+5.2% | Added |
| Meeder Asset Management Inc | 370,729 | $48.2M | 4.22% | −338,196−47.7% | Reduced |
| Hantz Financial Services, Inc. | 369,275 | $48.0M | 1.45% | +7,544+2.1% | Added |
| Novo Holdings A/S | 369,104 | $48.0M | 2.99% | −92,275−20.0% | Reduced |
| Employees Provident Fund Board | 368,050 | $47.8M | 1.38% | −1,254,912−77.3% | Reduced |
| Laurel Wealth Advisors, Inc. | 367,977 | $47.8M | 4.71% | −3,882−1.0% | Reduced |
| Philadelphia Trust Co | 367,807 | $47.8M | 5.12% | −19,794−5.1% | Reduced |