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 8 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 2021
Institutional positions in Apple Inc. as of Dec 31, 2021. 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
- 4,403
- +613 vs. Q3 2021
- Shares held
- 9.52B
- +71.4M (+0.8%) vs. Q3 2021
- Total value
- $1.69T
- +$349.7B (+26.1%) vs. Q3 2021
- New holders
- 681
- 1,523 more added
- Sold out
- 68
- 1,959 more reduced
69 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2021: 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 | 6,135 | $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 | 4,403 | $1.69T |
| Q3 2021 | 3,859 | $1.34T |
| Q2 2021 | 3,879 | $1.31T |
| Q1 2021 | 3,855 | $1.17T |
Institutions, Q4 2021
Shares, value and share of portfolio for each institution holding Apple Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| ML & R Wealth Management LLC | 14,625 | $2.60M | 0.97% | +14,625 | New |
| Horan Securities, Inc. | 14,645 | $2.60M | 1.57% | +14,645 | New |
| Summit Wealth Partners, LLC | 14,648 | $2.60M | 0.56% | +483+3.4% | Added |
| Level Financial Advisors, Inc. | 14,647 | $2.60M | 1.98% | +14,647 | New |
| Harvest Investment Services, LLC | 14,671 | $2.60M | 1.10% | −3,517−19.3% | Reduced |
| FSB Premier Wealth Management, Inc. | 14,771 | $2.62M | 1.09% | −348−2.3% | Reduced |
| Cornercap Investment Counsel Inc | 14,782 | $2.63M | 0.38% | −650−4.2% | Reduced |
| Avaii Wealth Management, LLC | 14,786 | $2.63M | 2.63% | +14,786 | New |
| Wealthgate Family Office, LLC | 14,795 | $2.63M | 4.09% | +11,359+330.6% | Added |
| Copperwynd Financial, LLC | 14,826 | $2.63M | 1.00% | −755−4.8% | Reduced |
| Pinnacle Wealth Management, LLC | 14,874 | $2.64M | 2.26% | +14,874 | New |
| New England Guild Wealth Advisors, Inc. | 14,878 | $2.64M | 1.32% | +10.0% | Added |
| FOCUS Wealth Advisors, LLC | 14,891 | $2.64M | 1.58% | +282+1.9% | Added |
| Madrona Financial Services, LLC | 14,918 | $2.65M | 1.12% | +119+0.8% | Added |
| Rinkey Investments | 15,099 | $2.65M | 2.44% | +15,099 | New |
| S&T Bank | 14,951 | $2.65M | 0.39% | −293−1.9% | Reduced |
| Seaport Global Advisors, LLC | 14,955 | $2.66M | 3.65% | +14,955 | New |
| Clientfirst Wealth Management, LLC | 15,132 | $2.66M | 2.38% | +15,132 | New |
| Eagle Harbor Asset Management Inc | 14,999 | $2.66M | 3.51% | +14,999 | New |
| Atlas Principals, LLC | 15,000 | $2.66M | 4.19% | −7,500−33.3% | Reduced |
| Black Swift Group, LLC | 15,106 | $2.68M | 1.10% | −18,846−55.5% | Reduced |
| Pluribus Labs, LLC | 15,128 | $2.69M | 2.83% | +15,128 | New |
| Cardinal Point Wealth Management Partners, LLC | 15,162 | $2.69M | 1.17% | +15,162 | New |
| Mraz, Amerine & Associates, Inc. | 15,193 | $2.70M | 0.69% | −199−1.3% | Reduced |
| Malaga Cove Capital, LLC | 15,242 | $2.71M | 1.07% | −209−1.4% | Reduced |
| Cedrus LLC | 15,240 | $2.71M | 2.61% | +15,240 | New |
| Gouws Capital LLC | 15,244 | $2.71M | 2.19% | +15,244 | New |
| Ade, LLC | 15,274 | $2.71M | 2.31% | +109+0.7% | Added |
| West Financial Advisors, LLC | 15,310 | $2.72M | 0.73% | −42−0.3% | Reduced |
| Fiducient Advisors LLC | 15,340 | $2.72M | 0.83% | −11,329−42.5% | Reduced |
| First Citizens Financial Corp | 15,379 | $2.73M | 2.00% | −776−4.8% | Reduced |
| Veritas Investment Partners (UK) Ltd. | 15,405 | $2.74M | 0.08% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 15,420 | $2.74M | 1.18% | −14−0.1% | Reduced |
| James Hambro & Partners | 15,441 | $2.74M | 0.19% | −60−0.4% | Reduced |
| Lionsbridge Wealth Management LLC | 15,464 | $2.75M | 2.95% | −2,274−12.8% | Reduced |
| Seven Springs Wealth Group, LLC | 15,510 | $2.75M | 1.26% | −1,110−6.7% | Reduced |
| Investors Asset Management of Georgia Inc | 15,598 | $2.77M | 1.32% | −20−0.1% | Reduced |
| Orgel Wealth Management, LLC | 15,608 | $2.77M | 0.27% | +1,335+9.4% | Added |
| Engineers Gate Manager LP | 15,641 | $2.78M | 0.12% | +6,791+76.7% | Added |
| Mork Capital Management, LLC | 15,700 | $2.79M | 1.89% | 00.0% | Unchanged |
| Strategic Wealth Management Inc | 15,723 | $2.79M | 1.38% | 00.0% | Unchanged |
| Etfidea, LLC | 15,733 | $2.79M | 1.12% | +15,733 | New |
| Poplar Forest Capital LLC | 15,776 | $2.80M | 0.29% | −1,116−6.6% | Reduced |
| RGT Wealth Advisors, LLC | 15,774 | $2.80M | 0.43% | +2,521+19.0% | Added |
| Crestone Asset Management LLC | 15,791 | $2.80M | 0.57% | −841−5.1% | Reduced |
| Adamsbrown Wealth Consultants LLC | 15,804 | $2.81M | 2.53% | +15,804 | New |
| Rosenblum Silverman Sutton S F Inc | 15,810 | $2.81M | 0.63% | −424−2.6% | Reduced |
| First National Bank of South Miami | 15,877 | $2.82M | 1.71% | +2,365+17.5% | Added |
| Petix & Botte Co | 15,894 | $2.82M | 1.80% | −15,719−49.7% | Reduced |
| Raffa Wealth Management, LLC | 15,909 | $2.82M | 0.92% | −339−2.1% | Reduced |
| Versant Capital Management, Inc | 15,948 | $2.83M | 0.92% | −424−2.6% | Reduced |
| Stephens Consulting, LLC | 15,978 | $2.84M | 2.40% | +15,978 | New |
| V2 Financial group LLC | 16,018 | $2.84M | 2.21% | −348−2.1% | Reduced |
| Greylin Investment Mangement Inc | 16,028 | $2.85M | 0.54% | −442−2.7% | Reduced |
| Investors Research Corp | 16,051 | $2.85M | 0.86% | −89−0.6% | Reduced |
| Aft, Forsyth & Sober, LLC | 16,100 | $2.86M | 1.01% | 00.0% | Unchanged |
| Great Point Wealth Advisors, LLC | 16,116 | $2.86M | 0.88% | −463−2.8% | Reduced |
| Nicholas Investment Partners, LP | 16,215 | $2.88M | 0.18% | +16,215 | New |
| Curran Financial Partners, LLC | 16,216 | $2.88M | 1.22% | +2,322+16.7% | Added |
| Custos Family Office, LLC | 16,224 | $2.88M | 2.64% | +16,224 | New |
| NinePointTwo Capital | 16,256 | $2.89M | 0.93% | +340+2.1% | Added |
| Fenimore Asset Management Inc | 16,263 | $2.89M | 0.06% | 00.0% | Unchanged |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 16,276 | $2.89M | 0.15% | +4,838+42.3% | Added |
| Capital Square, LLC | 16,547 | $2.89M | 2.00% | −527−3.1% | Reduced |
| Parker Investment Management, LLC | 16,295 | $2.89M | 0.45% | +84+0.5% | Added |
| OPSEU Pension Plan Trust Fund | 15,985 | $2.91M | 0.66% | +1,362+9.3% | Added |
| Signature Wealth Management Group | 16,388 | $2.91M | 1.47% | +2,364+16.9% | Added |
| Provident Wealth Management, LLC | 16,396 | $2.91M | 1.91% | +518+3.3% | Added |
| A. D. Beadell Investment Counsel, Inc. | 16,405 | $2.91M | 1.82% | −485−2.9% | Reduced |
| Elkhorn Partners Limited Partnership | 16,435 | $2.92M | 1.64% | +20+0.1% | Added |
| Waypoint Wealth Partners Inc. | 16,454 | $2.92M | 1.00% | +4,304+35.4% | Added |
| Aprio Wealth Management, LLC | 16,508 | $2.93M | 1.23% | −403−2.4% | Reduced |
| Foster Victor Wealth Advisors, LLC | 16,809 | $2.95M | 0.40% | +2,918+21.0% | Added |
| X-Square Capital, LLC | 16,645 | $2.96M | 1.48% | −502−2.9% | Reduced |
| Activest Wealth Management | 16,664 | $2.96M | 1.83% | +593+3.7% | Added |
| Koss-Olinger Consulting, LLC | 16,669 | $2.96M | 0.46% | −1,477−8.1% | Reduced |
| Marshall & Sullivan Inc | 16,682 | $2.96M | 1.43% | 00.0% | Unchanged |
| Channing Global Advisors, LLC | 16,705 | $2.97M | 2.81% | +16,705 | New |
| Red Cedar Capital, LLC | 16,712 | $2.97M | 1.69% | 00.0% | Unchanged |
| Scholtz & Company, LLC | 16,751 | $2.97M | 0.96% | +3,850+29.8% | Added |
| Cowen and Company, LLC | 16,752 | $2.97M | 0.28% | +16,752 | New |
| Corundum Group, Inc. | 16,752 | $2.98M | 1.94% | +1,536+10.1% | Added |
| Kelman-Lazarov, Inc. | 16,764 | $2.98M | 0.96% | +640+4.0% | Added |
| Acorn Wealth Advisors, LLC | 16,796 | $2.98M | 1.89% | −50−0.3% | Reduced |
| First Dallas Securities Inc. | 16,906 | $3.00M | 1.97% | −1,968−10.4% | Reduced |
| Delphi Management Inc | 16,905 | $3.00M | 2.83% | −260−1.5% | Reduced |
| Unison Asset Management LLC | 16,965 | $3.01M | 2.48% | 00.0% | Unchanged |
| HMS Capital Management, LLC | 16,972 | $3.01M | 1.31% | +42+0.2% | Added |
| Mainstay Capital Management LLC | 16,984 | $3.02M | 0.91% | −3,828−18.4% | Reduced |
| Alesco Advisors LLC | 17,004 | $3.02M | 0.10% | −1,547−8.3% | Reduced |
| Doliver Advisors, LP | 17,522 | $3.02M | 0.96% | −6,598−27.4% | Reduced |
| Delphia (USA) Inc. | 17,013 | $3.02M | 3.21% | +17,013 | New |
| Benedetti & Gucer, Inc. | 17,032 | $3.02M | 2.05% | +2,352+16.0% | Added |
| Dixon Fnancial Services, Inc. | 17,024 | $3.02M | 2.20% | +17,024 | New |
| Retirement Income Solutions, Inc | 17,031 | $3.02M | 0.81% | −234−1.4% | Reduced |
| U S Global Investors Inc | 17,100 | $3.04M | 0.11% | 00.0% | Unchanged |
| Willis Johnson & Associates, Inc. | 17,104 | $3.04M | 0.39% | −552−3.1% | Reduced |
| Mayport, LLC | 17,104 | $3.04M | 2.26% | +17,104 | New |
| Sterling Financial Planning, Inc. | 17,113 | $3.04M | 1.90% | −409−2.3% | Reduced |
| Campion Asset Management LLC | 17,115 | $3.04M | 2.52% | +830+5.1% | Added |