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 |
|---|---|---|---|---|---|
| Wealthspan Partners, LLC | 19,714 | $3.50M | 3.09% | +19,714 | New |
| Bowman & Co S.C. | 19,730 | $3.51M | 2.70% | +19,730 | New |
| Tectonic Advisors LLC | 19,772 | $3.51M | 0.63% | +1,276+6.9% | Added |
| Emerald Advisors, LLC | 19,798 | $3.52M | 0.85% | +3,936+24.8% | Added |
| Legacy Financial Strategies, LLC | 19,824 | $3.52M | 1.52% | +307+1.6% | Added |
| Caliber Wealth Management, LLC | 20,343 | $3.52M | 2.43% | +998+5.2% | Added |
| Regency Capital Management Inc. | 19,866 | $3.53M | 2.24% | −8,892−30.9% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 19,905 | $3.54M | 2.68% | 00.0% | Unchanged |
| Fluent Financial, LLC | 19,924 | $3.54M | 1.44% | −661−3.2% | Reduced |
| SG3 Management, LLC | 19,976 | $3.55M | 0.36% | +7,476+59.8% | Added |
| NFP Retirement, Inc. | 19,982 | $3.55M | 1.27% | −42−0.2% | Reduced |
| Morgens Waterfall Vintiadis & Co Inc | 20,000 | $3.55M | 1.91% | 00.0% | Unchanged |
| Viking Fund Management LLC | 20,000 | $3.55M | 0.94% | 00.0% | Unchanged |
| Alight Capital Management LP | 20,000 | $3.55M | 1.15% | +20,000 | New |
| HC Advisors, LLC | 20,067 | $3.56M | 2.19% | −819−3.9% | Reduced |
| IMPACTfolio, LLC | 20,069 | $3.56M | 3.12% | +20,069 | New |
| Independent Wealth Network Inc. | 20,096 | $3.57M | 2.20% | +2,149+12.0% | Added |
| Prostatis Group LLC | 20,096 | $3.57M | 2.19% | −1,236−5.8% | Reduced |
| Kendall Capital Management | 20,112 | $3.57M | 1.70% | −983−4.7% | Reduced |
| Providence First Trust Co | 20,163 | $3.58M | 1.62% | 00.0% | Unchanged |
| HM Capital Management, LLC | 20,173 | $3.58M | 1.36% | +4,893+32.0% | Added |
| Outlook Wealth Advisors, LLC | 20,267 | $3.60M | 1.06% | +117+0.6% | Added |
| S.C. Financial Services, Inc. | 20,953 | $3.61M | 4.15% | +20,953 | New |
| Advance Capital Management, Inc. | 20,349 | $3.61M | 0.74% | +20,349 | New |
| Compass Capital Management, Inc | 20,444 | $3.63M | 0.24% | −86−0.4% | Reduced |
| Sterling Manor Financial, LLC | 20,441 | $3.63M | 2.83% | +3,992+24.3% | Added |
| Teza Capital Management LLC | 20,485 | $3.64M | 0.97% | +18,192+793.4% | Added |
| Palouse Capital Management, Inc. | 20,503 | $3.64M | 1.56% | −1,292−5.9% | Reduced |
| Garrett Investment Advisors LLC | 20,508 | $3.64M | 0.95% | +5,335+35.2% | Added |
| Martin Capital Partners, LLC | 20,548 | $3.65M | 1.72% | −259−1.2% | Reduced |
| Salvus Wealth Management, LLC | 20,567 | $3.65M | 2.67% | +343+1.7% | Added |
| Rainey & Randall Investment Management Inc. | 20,622 | $3.66M | 1.50% | −179−0.9% | Reduced |
| America First Investment Advisors, LLC | 20,674 | $3.67M | 1.04% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 20,773 | $3.69M | 1.58% | +12+0.1% | Added |
| AGF Investments LLC | 20,785 | $3.69M | 0.31% | −4,523−17.9% | Reduced |
| Wrapmanager Inc | 20,797 | $3.69M | 0.92% | +1,680+8.8% | Added |
| Regis Management CO LLC | 20,878 | $3.71M | 0.61% | −6,782−24.5% | Reduced |
| Legacy CG, LLC | 20,883 | $3.71M | 2.23% | +20,883 | New |
| Sunburst Financial Group, LLC | 20,900 | $3.71M | 1.88% | +2,247+12.0% | Added |
| BCGM Wealth Management, LLC | 20,901 | $3.71M | 1.99% | +8,810+72.9% | Added |
| JJJ Advisors Inc. | 20,948 | $3.72M | 1.12% | +811+4.0% | Added |
| Kellett Schaffner Wealth Advisors LLC | 20,985 | $3.73M | 2.85% | +20,985 | New |
| Birmingham Capital Management Co Inc | 20,997 | $3.73M | 1.35% | −825−3.8% | Reduced |
| Arbor Capital Management Inc | 20,996 | $3.73M | 2.64% | +20,996 | New |
| Litman Gregory Asset Management LLC | 21,076 | $3.74M | 0.64% | −582−2.7% | Reduced |
| Loudon Investment Management, LLC | 21,072 | $3.74M | 2.39% | −22−0.1% | Reduced |
| Proffitt & Goodson Inc | 21,082 | $3.74M | 0.66% | −225−1.1% | Reduced |
| TD Capital Management LLC | 21,089 | $3.75M | 0.42% | −99−0.5% | Reduced |
| Islay Capital Management, LLC | 21,097 | $3.75M | 2.83% | −651−3.0% | Reduced |
| Legacy Wealth Asset Management, LLC | 21,113 | $3.75M | 1.27% | −314−1.5% | Reduced |
| Penobscot Wealth Management | 21,115 | $3.75M | 3.19% | +821+4.0% | Added |
| Clark Financial Advisors | 21,134 | $3.75M | 3.13% | −498−2.3% | Reduced |
| H. L. Ormond & Company, LLC | 21,474 | $3.75M | 4.40% | +21,474 | New |
| Single Point Partners, LLC | 21,160 | $3.76M | 1.01% | +21,160 | New |
| Echo Wealth Management, LLC | 21,828 | $3.76M | 4.29% | +296+1.4% | Added |
| McGowan Group Asset Management, Inc. | 21,179 | $3.76M | 0.66% | +1,161+5.8% | Added |
| Marathon Trading Investment Management LLC | 21,184 | $3.76M | 1.58% | +4,950+30.5% | Added |
| DT Investment Partners, LLC | 21,212 | $3.77M | 0.49% | −6,221−22.7% | Reduced |
| Carson Advisory Inc. | 21,236 | $3.77M | 3.82% | +21,236 | New |
| Legacy Bridge, LLC | 21,248 | $3.77M | 1.97% | −27−0.1% | Reduced |
| Hofer & Associates. Inc | 21,256 | $3.77M | 3.42% | +21,256 | New |
| Hengehold Capital Management LLC | 21,296 | $3.78M | 0.47% | +860+4.2% | Added |
| Granite Point Capital Management, L.P. | 21,300 | $3.78M | 1.47% | +10,000+88.5% | Added |
| Firethorn Wealth Partners, LLC | 21,345 | $3.79M | 2.85% | +21,345 | New |
| Rise Advisors, LLC | 21,360 | $3.79M | 3.61% | +21,360 | New |
| Townsend & Associates, Inc | 21,969 | $3.80M | 2.08% | +57+0.3% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 21,460 | $3.81M | 2.49% | −135−0.6% | Reduced |
| Bank Pictet & Cie (Asia) Ltd | 21,468 | $3.81M | 0.90% | +898+4.4% | Added |
| Greenup Street Wealth Management LLC | 21,474 | $3.81M | 2.30% | +21,474 | New |
| Colrain Capital LLC | 21,500 | $3.82M | 6.15% | 00.0% | Unchanged |
| TMD Wealth Management, LLC | 21,494 | $3.82M | 1.42% | +77+0.4% | Added |
| Collective Family Office LLC | 21,500 | $3.82M | 1.50% | +1,749+8.9% | Added |
| TNF LLC | 22,066 | $3.82M | 1.60% | 00.0% | Unchanged |
| Morris Retirement Advisors, LLC | 21,506 | $3.82M | 2.95% | −73−0.3% | Reduced |
| TKG Advisors, LLC | 21,539 | $3.83M | 3.02% | +21,539 | New |
| Eagle Bay Advisors LLC | 21,618 | $3.84M | 2.50% | −7,539−25.9% | Reduced |
| Berkshire Money Management, Inc. | 21,701 | $3.85M | 0.56% | +27+0.1% | Added |
| Bancreek Capital Management, LP | 21,720 | $3.86M | 3.61% | +21,720 | New |
| Lifeworks Advisors, LLC | 21,722 | $3.86M | 3.07% | +21,722 | New |
| Hennessy Advisors Inc | 21,759 | $3.86M | 0.22% | −638−2.8% | Reduced |
| Seven Eight Capital, LP | 21,810 | $3.87M | 0.69% | −32,696−60.0% | Reduced |
| Cutler Investment Counsel LLC | 21,825 | $3.88M | 0.58% | −15,891−42.1% | Reduced |
| Navellier & Associates Inc | 21,900 | $3.89M | 0.57% | −629−2.8% | Reduced |
| Compass Financial Advisors LLC | 21,911 | $3.89M | 4.29% | +21,911 | New |
| Marion Wealth Management | 21,968 | $3.90M | 1.85% | +21,968 | New |
| PAX Financial Group, LLC | 22,120 | $3.93M | 0.88% | −789−3.4% | Reduced |
| Alliance Wealth Advisors, LLC | 22,129 | $3.93M | 3.20% | −1,074−4.6% | Reduced |
| Shilanski & Associates, Inc. | 22,162 | $3.94M | 1.68% | −75−0.3% | Reduced |
| Element Pointe Advisors, LLC | 22,187 | $3.94M | 1.22% | 00.0% | Unchanged |
| WMG Financial Advisors, LLC | 22,157 | $3.95M | 3.07% | +22,157 | New |
| Comprehensive Financial Consultants Institutional, Inc. | 24,018 | $3.96M | 2.54% | +24,018 | New |
| Advisory Resource Group | 22,659 | $3.96M | 1.32% | +1,862+9.0% | Added |
| Beirne Wealth Consulting Services, LLC | 22,328 | $3.97M | 2.17% | −408−1.8% | Reduced |
| Annapolis Financial Services, LLC | 22,361 | $3.97M | 1.23% | −916−3.9% | Reduced |
| M. Kraus & Co | 22,418 | $3.98M | 1.27% | −125−0.6% | Reduced |
| Hardy Reed LLC | 22,453 | $3.99M | 0.66% | −385−1.7% | Reduced |
| Sustainable Insight Capital Management, LLC | 22,488 | $3.99M | 2.14% | −1,684−7.0% | Reduced |
| South Shore Capital Advisors | 22,488 | $3.99M | 6.52% | +1,047+4.9% | Added |
| Unionview, LLC | 22,500 | $4.00M | 3.74% | +22,500 | New |
| Columbia Advisory Partners LLC | 22,505 | $4.00M | 3.98% | +22,505 | New |