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; 6,151 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 | 6,151 | $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 | 4,404 | $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 |
|---|---|---|---|---|---|
| Brendel Financial Advisors LLC | 22,531 | $4.00M | 2.07% | +22,531 | New |
| Scharf Investments, LLC | 22,599 | $4.01M | 0.12% | −245−1.1% | Reduced |
| Odey Asset Management Group Ltd | 22,600 | $4.01M | 1.19% | 00.0% | Unchanged |
| Monument Capital Management | 22,608 | $4.01M | 1.25% | +184+0.8% | Added |
| Campbell Wealth Management | 22,617 | $4.02M | 0.46% | −1,116−4.7% | Reduced |
| Aspire Wealth Management Corp | 22,615 | $4.02M | 3.25% | +22,615 | New |
| Intelligent Financial Strategies | 22,623 | $4.02M | 3.61% | +22,623 | New |
| Capital Planning LLC | 22,625 | $4.02M | 1.49% | +60.0% | Added |
| Ford Financial Group, LLC | 22,645 | $4.02M | 1.39% | −243−1.1% | Reduced |
| Schulhoff & Co Inc | 22,657 | $4.02M | 1.66% | +175+0.8% | Added |
| Pinnacle Holdings, LLC | 22,672 | $4.03M | 1.69% | −46−0.2% | Reduced |
| SAM Advisors, LLC | 23,652 | $4.03M | 1.84% | −1,049−4.2% | Reduced |
| Cox Capital Mgt LLC | 22,734 | $4.04M | 2.39% | +925+4.2% | Added |
| Oxinas Partners Wealth Management LLC | 22,808 | $4.05M | 2.31% | −816−3.5% | Reduced |
| Alpha Family Trust | 22,850 | $4.06M | 1.33% | 00.0% | Unchanged |
| Del-Sette Capital Management, LLC | 22,854 | $4.06M | 3.90% | +22,854 | New |
| New Jersey Better Educational Savings Trust | 22,926 | $4.07M | 9.03% | −8,100−26.1% | Reduced |
| Reitz Capital Advisors LLC | 29,752 | $4.08M | 2.88% | +1,421+5.0% | Added |
| Shoker Investment Counsel, Inc. | 22,951 | $4.08M | 1.87% | +103+0.5% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 22,963 | $4.08M | 2.66% | −87−0.4% | Reduced |
| Morningstar Investment Services LLC | 22,989 | $4.08M | 0.05% | +1,229+5.6% | Added |
| Perpetual Investment Management Ltd | 23,013 | $4.09M | 0.47% | −3,679−13.8% | Reduced |
| Cookson Peirce & Co Inc | 23,025 | $4.09M | 0.23% | −566−2.4% | Reduced |
| Camden National Bank | 23,085 | $4.10M | 0.72% | +503+2.2% | Added |
| Liberty One Investment Management, LLC | 23,101 | $4.10M | 0.62% | +194+0.8% | Added |
| Eads & Heald Wealth Management | 23,150 | $4.11M | 1.79% | −986−4.1% | Reduced |
| Mendel Capital Management LLC | 23,154 | $4.11M | 3.77% | +23,154 | New |
| Paradigm, Strategies in Wealth Management, LLC | 23,182 | $4.12M | 4.17% | −62−0.3% | Reduced |
| Longitude (Cayman) Ltd. | 23,200 | $4.12M | 3.36% | −1,800−7.2% | Reduced |
| Wade Financial Advisory, Inc | 23,260 | $4.13M | 2.15% | −559−2.3% | Reduced |
| Seldon Capital LP | 23,268 | $4.13M | 2.66% | +23,268 | New |
| Intellectus Partners, LLC | 23,333 | $4.14M | 1.06% | −2,656−10.2% | Reduced |
| Cidel Asset Management Inc | 23,356 | $4.15M | 0.15% | −612−2.6% | Reduced |
| Colton Groome Financial Advisors, LLC | 23,374 | $4.15M | 1.69% | −619−2.6% | Reduced |
| Prudent Man Advisors, LLC | 23,429 | $4.16M | 1.58% | −1,266−5.1% | Reduced |
| Salomon & Ludwin, LLC | 23,428 | $4.16M | 0.59% | +2,012+9.4% | Added |
| Foresight Capital Management Advisors, Inc. | 23,446 | $4.16M | 4.05% | +23,446 | New |
| Leo H. Evart, Inc. | 23,474 | $4.17M | 4.06% | +23,474 | New |
| Cahaba Wealth Management, Inc. | 23,590 | $4.19M | 0.56% | +406+1.8% | Added |
| ICW Investment Advisors LLC | 23,630 | $4.20M | 2.34% | −165−0.7% | Reduced |
| VisionPoint Advisory Group, LLC | 24,352 | $4.20M | 1.84% | +216+0.9% | Added |
| Royal Harbor Partners, LLC | 23,681 | $4.21M | 2.67% | +11,646+96.8% | Added |
| MU Investments Co., Ltd. | 23,450 | $4.21M | 4.24% | −4,020−14.6% | Reduced |
| Altman Advisors, Inc. | 25,900 | $4.21M | 2.57% | +3,326+14.7% | Added |
| Gyroscope Capital Management Group, LLC | 23,716 | $4.21M | 1.50% | −10,299−30.3% | Reduced |
| Financial Advisors, LLC | 23,741 | $4.22M | 1.28% | +201+0.9% | Added |
| Bell Investment Advisors, Inc | 23,759 | $4.22M | 1.16% | +425+1.8% | Added |
| Pettinga Financial Advisors, LLC | 23,775 | $4.22M | 1.03% | −192−0.8% | Reduced |
| Dohj, LLC | 23,820 | $4.23M | 1.89% | −1,197−4.8% | Reduced |
| Richard P Slaughter Associates Inc | 23,847 | $4.23M | 1.50% | −189−0.8% | Reduced |
| BigSur Wealth Management LLC | 23,861 | $4.24M | 1.66% | 00.0% | Unchanged |
| Tennessee Valley Asset Management Partners | 23,860 | $4.24M | 1.42% | +249+1.1% | Added |
| Eldridge Investment Advisors, Inc. | 23,879 | $4.24M | 1.40% | −90−0.4% | Reduced |
| Israel Discount Bank of New York | 23,891 | $4.24M | 2.62% | +3,458+16.9% | Added |
| Andrew Hill Investment Advisors, Inc. | 23,929 | $4.25M | 3.97% | +23,929 | New |
| F3Logic, LLC | 23,907 | $4.26M | 0.50% | +479+2.0% | Added |
| John W. Brooker & Co., CPAs | 23,990 | $4.26M | 2.19% | +956+4.2% | Added |
| Mountain Capital Investment Advisors, Inc | 24,391 | $4.27M | 1.94% | −1,601−6.2% | Reduced |
| OmniStar Financial Group, Inc. | 24,100 | $4.28M | 4.38% | +90.0% | Added |
| Southern Capital Advisors, LLC | 24,113 | $4.28M | 2.65% | +24,113 | New |
| Primoris Wealth Advisors, LLC | 24,103 | $4.28M | 3.45% | +24,103 | New |
| Boit C F David | 24,130 | $4.29M | 2.72% | 00.0% | Unchanged |
| Eagle Strategies LLC | 24,135 | $4.29M | 1.67% | +24,135 | New |
| Lantz Financial LLC | 24,156 | $4.29M | 1.98% | −742−3.0% | Reduced |
| Synergy Financial Group, LTD | 24,157 | $4.29M | 3.85% | +24,157 | New |
| Missouri Trust & Investment Co | 24,181 | $4.29M | 2.48% | +24,181 | New |
| Red Cedar Investment Management, LLC | 24,228 | $4.30M | 0.51% | 00.0% | Unchanged |
| Trellis Advisors, LLC | 24,240 | $4.30M | 2.04% | −879−3.5% | Reduced |
| Ativo Capital Management LLC | 24,329 | $4.32M | 1.91% | −189−0.8% | Reduced |
| Peavine Capital, LLC | 24,360 | $4.33M | 0.83% | 00.0% | Unchanged |
| Trust Co of Kansas | 24,404 | $4.33M | 2.30% | −1,345−5.2% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 24,408 | $4.33M | 0.54% | +24,408 | New |
| Summit Wealth & Retirement Planning, Inc. | 24,468 | $4.34M | 1.49% | −1,569−6.0% | Reduced |
| S.A. Mason LLC | 24,477 | $4.35M | 2.62% | +857+3.6% | Added |
| Human Investing LLC | 24,527 | $4.36M | 1.04% | +1,196+5.1% | Added |
| Heritage Financial Services, LLC | 24,596 | $4.37M | 3.42% | +24,596 | New |
| Quantbot Technologies LP | 24,631 | $4.37M | 0.35% | +24,631 | New |
| Palumbo Wealth Management LLC | 24,632 | $4.37M | 2.74% | +148+0.6% | Added |
| My Personal CFO, LLC | 24,668 | $4.38M | 3.82% | +24,668 | New |
| Stewart Asset Management, LLC | 24,678 | $4.38M | 2.34% | −50−0.2% | Reduced |
| Capital Wealth Alliance, LLC | 24,756 | $4.39M | 2.56% | −809−3.2% | Reduced |
| Provence Wealth Management Group | 24,748 | $4.39M | 4.97% | +24,748 | New |
| Cardinal Strategic Wealth Guidance | 24,812 | $4.41M | 2.05% | −626−2.5% | Reduced |
| Meadow Creek Wealth Advisors LLC | 24,823 | $4.41M | 4.16% | +24,823 | New |
| Hudson Capital Management LLC | 24,863 | $4.42M | 1.60% | −2,613−9.5% | Reduced |
| American Investment Services, Inc. | 24,870 | $4.42M | 0.97% | −48,652−66.2% | Reduced |
| GeoWealth Management, LLC | 24,893 | $4.42M | 0.36% | −1,261−4.8% | Reduced |
| Aspen Investment Management Inc | 24,899 | $4.42M | 2.18% | −16−0.1% | Reduced |
| Paragon Capital Management Ltd | 24,935 | $4.43M | 0.71% | +570+2.3% | Added |
| Archvest Wealth Advisors, Inc. | 24,949 | $4.43M | 3.84% | +24,949 | New |
| Tributary Capital Management, LLC | 24,997 | $4.44M | 0.34% | −835−3.2% | Reduced |
| Cassady Schiller Wealth Management, LLC | 25,026 | $4.44M | 2.67% | +25,026 | New |
| AlphaCore Capital LLC | 25,064 | $4.45M | 1.94% | −709−2.8% | Reduced |
| Lewis Capital Management, LLC | 25,075 | $4.45M | 4.67% | +25,075 | New |
| Private Harbour Investment Management & Counsel, LLC | 25,153 | $4.47M | 3.57% | −851−3.3% | Reduced |
| Weik Capital Management | 25,168 | $4.47M | 1.69% | −87−0.3% | Reduced |
| ERn Financial, LLC | 25,246 | $4.48M | 1.00% | +319+1.3% | Added |
| McElhenny Sheffield Capital Management, LLC | 25,250 | $4.48M | 1.68% | +568+2.3% | Added |
| Roanoke Asset Management Corp | 25,258 | $4.49M | 1.49% | −460−1.8% | Reduced |
| Leverage Partners Absolute Return Fund SPC | 25,281 | $4.49M | 2.58% | +17,471+223.7% | Added |