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 |
|---|---|---|---|---|---|
| McDaniel Terry & Co | 367,793 | $47.8M | 5.56% | −652−0.2% | Reduced |
| Azimuth Capital Investment Management LLC | 367,518 | $47.8M | 2.42% | −8,806−2.3% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 365,980 | $47.6M | 2.35% | −1,893−0.5% | Reduced |
| Academy Capital Management Inc | 365,357 | $47.5M | 10.14% | +13,317+3.8% | Added |
| LS Investment Advisors, LLC | 364,796 | $47.4M | 9.23% | −8,314−2.2% | Reduced |
| Washington Trust Advisors, Inc. | 364,015 | $47.3M | 5.17% | −20,513−5.3% | Reduced |
| North Star Asset Management Inc | 364,009 | $47.3M | 2.94% | +847+0.2% | Added |
| Venture Visionary Partners LLC | 363,978 | $47.3M | 3.42% | −3,471−0.9% | Reduced |
| Trexquant Investment LP | 362,792 | $47.1M | 1.34% | +362,792 | New |
| Taurus Asset Management, LLC | 362,140 | $47.1M | 5.98% | −5,420−1.5% | Reduced |
| Private Capital Advisors, Inc. | 361,910 | $47.0M | 8.06% | −2,767−0.8% | Reduced |
| Burns J W & Co Inc | 361,718 | $47.0M | 8.58% | −6,921−1.9% | Reduced |
| Wedgewood Partners Inc | 361,702 | $47.0M | 8.63% | +1,155+0.3% | Added |
| Harbor Investment Advisory, LLC | 361,268 | $46.9M | 7.33% | −10,702−2.9% | Reduced |
| Lowe Brockenbrough & Co Inc | 361,128 | $46.9M | 4.08% | +2,597+0.7% | Added |
| Chesley Taft & Associates LLC | 360,582 | $46.9M | 3.23% | −8,414−2.3% | Reduced |
| Motley Fool Asset Management LLC | 360,308 | $46.8M | 5.28% | −18,577−4.9% | Reduced |
| Gotham Asset Management, LLC | 360,067 | $46.8M | 1.32% | +10,822+3.1% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 359,592 | $46.7M | 2.20% | −15,536−4.1% | Reduced |
| Ithaka Group LLC | 359,466 | $46.7M | 5.36% | +160,167+80.4% | Added |
| Agf Management Ltd | 358,574 | $46.6M | 0.34% | +358,574 | New |
| Leonteq Securities AG | 358,176 | $46.5M | 2.46% | +37,464+11.7% | Added |
| Phoenix Holdings Ltd. | 357,131 | $46.4M | 0.90% | +70,858+24.8% | Added |
| Sawgrass Asset Management LLC | 356,922 | $46.4M | 6.35% | −13,067−3.5% | Reduced |
| Davidson Investment Advisors | 356,860 | $46.4M | 3.61% | −3,810−1.1% | Reduced |
| Western Wealth Management, LLC | 355,366 | $46.2M | 4.72% | −303,466−46.1% | Reduced |
| Cobblestone Capital Advisors LLC | 355,089 | $46.1M | 3.52% | −3,146−0.9% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 354,530 | $46.1M | 4.09% | −3,076−0.9% | Reduced |
| Schonfeld Strategic Advisors LLC | 354,378 | $46.0M | 0.38% | +330,293+1,371.4% | Added |
| Greenwich Wealth Management LLC | 354,303 | $46.0M | 5.06% | +100.0% | Added |
| National Mutual Insurance Federation of Agricultural Cooperatives | 353,400 | $45.9M | 0.56% | 00.0% | Unchanged |
| Dakota Wealth Management | 353,162 | $45.9M | 3.27% | −13,137−3.6% | Reduced |
| TownSquare Capital, LLC | 353,158 | $45.9M | 1.14% | +23,370+7.1% | Added |
| Cary Street Partner Investment Advisory LLC | 353,156 | $45.9M | 3.38% | −14,113−3.8% | Reduced |
| Penserra Capital Management LLC | 353,109 | $45.9M | 1.01% | +57,579+19.5% | Added |
| Savant Capital, LLC | 382,314 | $45.7M | 1.12% | +35,849+10.3% | Added |
| Aureus Asset Management, LLC | 351,715 | $45.7M | 3.95% | −189−0.1% | Reduced |
| Grassi Investment Management | 351,220 | $45.6M | 6.17% | +1,421+0.4% | Added |
| Fulton Breakefield Broenniman LLC | 350,992 | $45.6M | 4.05% | +5,803+1.7% | Added |
| AMG National Trust Bank | 350,567 | $45.5M | 1.65% | −55,587−13.7% | Reduced |
| Northeast Financial Consultants Inc | 350,226 | $45.5M | 3.07% | +32,425+10.2% | Added |
| Ritholtz Wealth Management | 349,702 | $45.4M | 2.54% | −122,134−25.9% | Reduced |
| Kanawha Capital Management LLC | 349,282 | $45.4M | 4.46% | +2,038+0.6% | Added |
| Dillon & Associates Inc | 348,903 | $45.4M | 9.81% | −3,385−1.0% | Reduced |
| Beacon Investment Advisory Services, Inc. | 347,897 | $45.2M | 2.31% | −2,359−0.7% | Reduced |
| Twin Capital Management Inc | 346,056 | $45.0M | 5.83% | +45,441+15.1% | Added |
| TCTC Holdings, LLC | 345,635 | $44.9M | 1.83% | +4,685+1.4% | Added |
| Granite Investment Partners, LLC | 345,036 | $44.8M | 1.86% | −26,553−7.1% | Reduced |
| Palisade Capital Management LLC | 344,529 | $44.8M | 1.20% | −9,330−2.6% | Reduced |
| Freestone Capital Holdings, LLC | 340,347 | $44.2M | 2.03% | −10,802−3.1% | Reduced |
| TRB Advisors LP | 340,000 | $44.2M | 43.38% | 00.0% | Unchanged |
| NZS Capital, LLC | 339,495 | $44.1M | 3.78% | +34,601+11.3% | Added |
| Van Hulzen Asset Management, LLC | 339,186 | $43.9M | 5.07% | +10,838+3.3% | Added |
| Choate Investment Advisors | 337,565 | $43.9M | 2.65% | +1,688+0.5% | Added |
| Beese Fulmer Investment Management, Inc. | 336,349 | $43.7M | 5.26% | +3,021+0.9% | Added |
| Lee Danner & Bass Inc | 336,315 | $43.7M | 4.12% | −10,394−3.0% | Reduced |
| Gradient Investments LLC | 336,209 | $43.7M | 1.38% | −2,505−0.7% | Reduced |
| Clearstead Advisors, LLC | 335,970 | $43.7M | 3.42% | +4,620+1.4% | Added |
| Guardian Capital LP | 335,339 | $43.6M | 1.44% | −5,756−1.7% | Reduced |
| Mizuho Markets Cayman LP | 335,195 | $43.6M | 5.93% | +138,606+70.5% | Added |
| Jones Financial Companies LLLP | 334,252 | $43.4M | 0.08% | +5,494+1.7% | Added |
| Eagle Asset Management Inc | 346,333 | $43.3M | 0.27% | −20,673−5.6% | Reduced |
| Vestor Capital, LLC | 333,304 | $43.3M | 5.22% | −97,290−22.6% | Reduced |
| Crawford Investment Counsel Inc | 332,746 | $43.2M | 0.93% | −7,701−2.3% | Reduced |
| Polaris Wealth Advisory Group, LLC | 322,690 | $43.1M | 3.21% | −118,188−26.8% | Reduced |
| Altshuler Shaham Ltd | 331,527 | $43.1M | 1.72% | +63,740+23.8% | Added |
| Oakworth Capital, Inc. | 330,698 | $43.0M | 4.12% | −780−0.2% | Reduced |
| Avenir Corp | 330,113 | $42.9M | 4.30% | +267+0.1% | Added |
| Stonebridge Capital Advisors LLC | 329,592 | $42.8M | 5.07% | +901+0.3% | Added |
| Benjamin F. Edwards & Company, Inc. | 328,793 | $42.7M | 1.92% | −1,838−0.6% | Reduced |
| Waverton Investment Management Ltd | 328,326 | $42.7M | 1.57% | −389,117−54.2% | Reduced |
| Ledyard National Bank | 328,122 | $42.6M | 5.01% | −7,637−2.3% | Reduced |
| Rothschild Investment Corp | 326,365 | $42.4M | 3.89% | −14,024−4.1% | Reduced |
| Meridian Wealth Management, LLC | 326,073 | $42.4M | 4.15% | −1,707−0.5% | Reduced |
| Montag A & Associates Inc | 326,047 | $42.4M | 2.84% | −24,693−7.0% | Reduced |
| Allen Investment Management LLC | 324,892 | $42.2M | 0.68% | +1400.0% | Added |
| Northwest & Ethical Investments L.P. | 324,789 | $42.2M | 1.46% | +41,691+14.7% | Added |
| Opes Wealth Management LLC | 324,655 | $42.2M | 15.32% | −1,685−0.5% | Reduced |
| City of London Investment Management Co Ltd | 324,484 | $42.2M | 3.39% | +39,359+13.8% | Added |
| Wendell David Associates Inc | 323,620 | $42.0M | 5.17% | −1,325−0.4% | Reduced |
| Wealthspire Advisors, LLC | 323,048 | $42.0M | 0.76% | +26,593+9.0% | Added |
| Avidian Wealth Solutions, LLC | 322,356 | $41.9M | 2.73% | +34,068+11.8% | Added |
| Independent Financial Group, LLC | 321,170 | $41.7M | 3.59% | +5,674+1.8% | Added |
| General American Investors Co Inc | 321,000 | $41.7M | 4.09% | −17,000−5.0% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 320,854 | $41.7M | 1.93% | +3,058+1.0% | Added |
| Pacer Advisors, Inc. | 319,905 | $41.6M | 0.21% | −61,279−16.1% | Reduced |
| Evergreen Capital Management LLC | 318,875 | $41.4M | 1.95% | −4,309−1.3% | Reduced |
| Sonora Investment Management Group, LLC | 318,836 | $41.4M | 3.77% | +16,405+5.4% | Added |
| RMB Capital Management, LLC | 318,014 | $41.3M | 1.47% | −45,217−12.4% | Reduced |
| Rollins Financial | 317,984 | $41.3M | 15.67% | −9,454−2.9% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 288,348 | $41.2M | 0.53% | +78,588+37.5% | Added |
| Park Avenue Securities LLC | 317,312 | $41.2M | 0.73% | +2,883+0.9% | Added |
| Cito Capital Group, LLC | 316,826 | $41.2M | 22.63% | −2,990−0.9% | Reduced |
| Thoroughbred Financial Services, LLC | 315,413 | $41.0M | 6.70% | +28,057+9.8% | Added |
| Signature Estate & Investment Advisors LLC | 315,126 | $40.9M | 1.47% | +3,292+1.1% | Added |
| Amussen Hunsaker Associates LLC | 312,448 | $40.9M | 11.31% | +190+0.1% | Added |
| Aspiriant, LLC | 314,005 | $40.8M | 2.08% | −3,349−1.1% | Reduced |
| Beaumont Financial Advisors, LLC | 313,237 | $40.7M | 4.09% | +313,237 | New |
| Fulton Bank, N.A. | 312,744 | $40.6M | 2.29% | −2,796−0.9% | Reduced |
| Money Concepts Capital Corp | 310,472 | $40.3M | 1.80% | +165,978+114.9% | Added |