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
- 4,404
- +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
- 1,960 more reduced
68 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 |
|---|---|---|---|---|---|
| Campion Asset Management LLC | 17,115 | $3.04M | 2.52% | +830+5.1% | Added |
| Scarborough Advisors, LLC | 17,125 | $3.04M | 1.05% | +17,125 | New |
| Source Financial Advisors LLC | 17,178 | $3.05M | 0.82% | −759−4.2% | Reduced |
| R. W. Roge & Company, Inc. | 18,786 | $3.05M | 2.35% | 00.0% | Unchanged |
| Oldfather Financial Services, LLC | 17,685 | $3.05M | 1.60% | +350+2.0% | Added |
| Horizon Investments, LLC | 17,220 | $3.05M | 0.09% | −183,337−91.4% | Reduced |
| Eubel Brady & Suttman Asset Management Inc | 17,204 | $3.06M | 0.60% | +681+4.1% | Added |
| Flaharty Asset Management, LLC | 17,239 | $3.06M | 0.56% | +966+5.9% | Added |
| Stephenson National Bank & Trust | 17,243 | $3.06M | 1.77% | +1,672+10.7% | Added |
| Sweet Financial Partners, LLC | 17,251 | $3.06M | 1.27% | +17,251 | New |
| Crumly & Associates Inc. | 17,731 | $3.07M | 1.21% | −2,672−13.1% | Reduced |
| Pointe Capital Management LLC | 17,287 | $3.07M | 1.94% | +879+5.4% | Added |
| Pathway Financial Advisors LLC | 17,588 | $3.07M | 1.10% | +17,588 | New |
| Lumbard & Kellner, LLC | 17,400 | $3.08M | 1.16% | −605−3.4% | Reduced |
| Riverstone Advisors, LLC | 17,526 | $3.08M | 1.36% | +5,914+50.9% | Added |
| Wick Capital Partners, LLC | 17,346 | $3.08M | 2.38% | +17,346 | New |
| First Bank & Trust | 17,377 | $3.09M | 1.30% | −223−1.3% | Reduced |
| Nottingham Advisors, Inc. | 17,437 | $3.10M | 0.34% | −300−1.7% | Reduced |
| CJM Wealth Advisers, Ltd. | 17,478 | $3.10M | 2.21% | +17,478 | New |
| Essex Private Wealth Management, LLC | 17,522 | $3.11M | 2.63% | +10.0% | Added |
| apricus wealth, LLC | 17,526 | $3.11M | 2.78% | +17,526 | New |
| Corsair Capital Management, L.P. | 17,639 | $3.13M | 0.59% | −501−2.8% | Reduced |
| AllSquare Wealth Management LLC | 17,664 | $3.14M | 1.83% | −55−0.3% | Reduced |
| Stone Point Wealth LLC | 17,673 | $3.14M | 2.55% | +17,673 | New |
| Adams Chetwood Wealth Management LLC | 17,745 | $3.15M | 2.14% | −172−1.0% | Reduced |
| Willner & Heller, LLC | 22,270 | $3.15M | 4.19% | +22,270 | New |
| First National Bank Sioux Falls | 17,749 | $3.15M | 3.37% | +6,812+62.3% | Added |
| WESPAC Advisors, LLC | 17,771 | $3.16M | 2.11% | −5,100−22.3% | Reduced |
| Paradigm Capital Management, LLC | 17,776 | $3.16M | 3.14% | +17,776 | New |
| Droms Strauss Advisors Inc | 17,773 | $3.16M | 1.40% | +11+0.1% | Added |
| Marquette Asset Management, LLC | 17,813 | $3.16M | 0.66% | +127+0.7% | Added |
| Old West Investment Management, LLC | 17,819 | $3.16M | 1.88% | 00.0% | Unchanged |
| Kaydan Wealth Management, Inc. | 17,820 | $3.16M | 1.20% | +17,820 | New |
| Birchcreek Wealth Management, LLC | 17,869 | $3.17M | 2.77% | −2,130−10.7% | Reduced |
| American State Bank (Iowa) | 17,889 | $3.18M | 2.20% | −280−1.5% | Reduced |
| January Capital Advisors LLC | 18,022 | $3.20M | 2.54% | +18,022 | New |
| Planned Solutions, Inc. | 18,054 | $3.21M | 2.20% | +18,054 | New |
| Bramshill Investments, LLC | 18,063 | $3.21M | 0.31% | +3,360+22.9% | Added |
| First City Capital Management, Inc. | 18,616 | $3.21M | 1.80% | −485−2.5% | Reduced |
| Spectrum Asset Management, Inc. (NB/CA) | 18,087 | $3.21M | 0.91% | −364−2.0% | Reduced |
| Gries Financial LLC | 18,124 | $3.22M | 1.32% | −52,071−74.2% | Reduced |
| Strategic Asset Management, LLC | 18,154 | $3.22M | 4.50% | +53+0.3% | Added |
| Donald L. Hagan, LLC | 18,159 | $3.22M | 1.66% | −44−0.2% | Reduced |
| Verity Asset Management, Inc. | 18,155 | $3.22M | 1.90% | −15−0.1% | Reduced |
| Firestone Capital Management | 18,174 | $3.23M | 1.02% | −37−0.2% | Reduced |
| Colony Family Offices, LLC | 18,308 | $3.25M | 1.57% | +18,308 | New |
| Red Wave Investments LLC | 18,333 | $3.25M | 1.11% | −201−1.1% | Reduced |
| ICONIQ Capital, LLC | 18,337 | $3.26M | 0.02% | +8,634+89.0% | Added |
| Towerpoint Wealth, LLC | 18,346 | $3.26M | 1.54% | −380−2.0% | Reduced |
| CBIZ Investment Advisory Services, LLC | 18,356 | $3.26M | 0.25% | – | – |
| Epiq Partners, LLC | 18,390 | $3.27M | 1.74% | −4,946−21.2% | Reduced |
| Keb Asset Management, LLC | 18,402 | $3.27M | 2.09% | +18,402 | New |
| Covenant Partners, LLC | 18,424 | $3.27M | 1.21% | +80.0% | Added |
| Trilogy Capital Inc. | 18,433 | $3.27M | 0.25% | +101+0.6% | Added |
| Select Asset Management & Trust | 18,442 | $3.27M | 2.17% | 00.0% | Unchanged |
| Alamar Capital Management, LLC | 18,450 | $3.28M | 2.36% | +5,281+40.1% | Added |
| CKW Financial Group | 18,487 | $3.28M | 0.50% | +713+4.0% | Added |
| Better Money Decisions, LLC | 18,491 | $3.28M | 2.76% | −40−0.2% | Reduced |
| Infini Master Fund | 18,500 | $3.29M | 8.36% | +18,500 | New |
| Infini Capital Management Ltd | 18,500 | $3.29M | 8.36% | +18,500 | New |
| Libra Wealth LLC | 18,548 | $3.29M | 2.13% | +18,548 | New |
| Resolute Financial, LLC | 18,622 | $3.31M | 2.47% | +18,622 | New |
| Opal Wealth Advisors, LLC | 18,643 | $3.31M | 2.09% | +1,859+11.1% | Added |
| Goodman Advisory Group, LLC | 18,641 | $3.31M | 1.12% | +18,641 | New |
| Walker Asset Management, LLC | 18,651 | $3.31M | 2.90% | +18,651 | New |
| Generali Powszechne Towarzystwo Emerytalne | 18,673 | $3.32M | 3.16% | +18,673 | New |
| First Affirmative Financial Network | 18,767 | $3.33M | 3.04% | +290+1.6% | Added |
| Reuter James Wealth Management, LLC | 18,807 | $3.34M | 1.28% | +18,807 | New |
| Cordasco Financial Network | 18,845 | $3.35M | 2.09% | −494−2.6% | Reduced |
| Phoenix Wealth Advisors | 18,937 | $3.36M | 2.54% | +1,483+8.5% | Added |
| Rappaport Reiches Capital Management, LLC | 18,946 | $3.36M | 2.89% | −252−1.3% | Reduced |
| Austin Asset Management Co Inc | 18,963 | $3.37M | 1.05% | +18,963 | New |
| Wealth Management Solutions, LLC | 18,975 | $3.37M | 1.73% | +18,975 | New |
| Private Management Group Inc | 18,980 | $3.37M | 0.14% | +5,065+36.4% | Added |
| Werlinich Asset Management, LLC | 18,980 | $3.37M | 2.45% | 00.0% | Unchanged |
| Von Berge Wealth Management Group, LLC | 19,311 | $3.38M | 3.11% | +19,311 | New |
| Grand Central Investment Group | 19,019 | $3.38M | 4.04% | −1,737−8.4% | Reduced |
| Opus Capital Group, LLC | 19,018 | $3.38M | 0.70% | +1,576+9.0% | Added |
| KC Investment Advisors, LLC | 19,041 | $3.38M | 2.28% | +154+0.8% | Added |
| Rock Creek Group, LP | 19,047 | $3.38M | 0.50% | −533−2.7% | Reduced |
| Emfo, LLC | 19,086 | $3.39M | 2.99% | 00.0% | Unchanged |
| Greenwich Investment Management, Inc. | 19,098 | $3.39M | 2.30% | +19,098 | New |
| Detalus Advisors, LLC | 19,109 | $3.39M | 1.63% | −788−4.0% | Reduced |
| Abound Wealth Management | 19,139 | $3.40M | 2.67% | +19,139 | New |
| Aspire Private Capital, LLC | 19,161 | $3.40M | 1.06% | +341+1.8% | Added |
| John G Ullman & Associates Inc | 19,204 | $3.41M | 0.47% | −206−1.1% | Reduced |
| UBP Investment Advisors SA | 19,271 | $3.42M | 1.25% | +648+3.5% | Added |
| Asset Planning Services, Ltd. | 19,297 | $3.43M | 1.58% | −18−0.1% | Reduced |
| Centennial Wealth Advisory LLC | 19,381 | $3.44M | 1.95% | +107+0.6% | Added |
| Wolff Financial Management LLC | 19,489 | $3.46M | 1.31% | +19,489 | New |
| Balyasny Asset Management LLC | 19,507 | $3.46M | 0.01% | −12,058−38.2% | Reduced |
| Running Point Capital Advisors, LLC | 19,524 | $3.47M | 2.08% | −1,015−4.9% | Reduced |
| One + One Wealth Management, LLC | 19,528 | $3.47M | 2.39% | −374−1.9% | Reduced |
| Sustainable Growth Advisers, LP | 19,556 | $3.47M | 0.02% | 00.0% | Unchanged |
| Fortress Wealth Group, LLC | 19,725 | $3.48M | 2.59% | +878+4.7% | Added |
| Cumberland Advisors Inc | 19,590 | $3.48M | 0.73% | 00.0% | Unchanged |
| Matthew Goff Investment Advisor, LLC | 19,631 | $3.49M | 0.80% | −2,147−9.9% | Reduced |
| Lorne Steinberg Wealth Management Inc. | 19,645 | $3.49M | 1.50% | −359−1.8% | Reduced |
| Vista Capital Partners, Inc. | 19,708 | $3.50M | 0.44% | +1,982+11.2% | Added |
| OneAscent Wealth Management LLC | 19,713 | $3.50M | 8.73% | +19,713 | New |