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 |
|---|---|---|---|---|---|
| Spouting Rock Asset Management, LLC | 25,300 | $4.49M | 3.52% | −13,723−35.2% | Reduced |
| Saxon Interests, Inc. | 25,683 | $4.50M | 2.55% | +25,683 | New |
| Terra Nova Asset Management LLC | 25,343 | $4.50M | 3.37% | −2,559−9.2% | Reduced |
| O'Brien Wealth Partners LLC | 25,742 | $4.50M | 1.56% | −683−2.6% | Reduced |
| Capitol Family Office, Inc. | 25,349 | $4.50M | 3.09% | +25,349 | New |
| Camelot Portfolios, LLC | 25,352 | $4.50M | 1.82% | +9,002+55.1% | Added |
| Redmond Asset Management, LLC | 25,487 | $4.53M | 1.26% | −3,159−11.0% | Reduced |
| Trust Co | 25,501 | $4.53M | 1.06% | −1,410−5.2% | Reduced |
| Affinity Wealth Management LLC | 26,972 | $4.54M | 0.94% | +1,111+4.3% | Added |
| Braun-Bostich & Associates Inc. | 26,972 | $4.54M | 1.08% | +21,628+404.7% | Added |
| Verus Financial Partners, Inc. | 25,599 | $4.55M | 0.60% | +70.0% | Added |
| Prosperity Consulting Group, LLC | 25,920 | $4.56M | 3.42% | +25,920 | New |
| PRW Wealth Management LLC | 25,684 | $4.56M | 2.12% | −355−1.4% | Reduced |
| WESCAP Management Group, Inc. | 25,727 | $4.57M | 1.26% | −283−1.1% | Reduced |
| WealthTrust Asset Management, LLC | 25,781 | $4.58M | 3.05% | −131−0.5% | Reduced |
| Mission Financial Group, LLC | 16,862 | $4.58M | 4.32% | +16,862 | New |
| Tevis Investment Management | 25,799 | $4.59M | 4.00% | +25,799 | New |
| Ategra Capital Management, LLC | 25,859 | $4.59M | 2.08% | −192−0.7% | Reduced |
| Kolinsky Wealth Management, LLC | 25,927 | $4.60M | 4.26% | +25,927 | New |
| Coyle Financial Counsel LLC | 25,936 | $4.61M | 2.70% | +1,883+7.8% | Added |
| Bruderman Asset Management, LLC | 25,986 | $4.61M | 3.53% | −38,610−59.8% | Reduced |
| Legg Mason Asset Management (Japan) Co., Ltd. | 25,971 | $4.61M | 5.10% | −2,638−9.2% | Reduced |
| Financial Connections Group, Inc. | 25,997 | $4.62M | 4.54% | +25,997 | New |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 26,000 | $4.62M | 1.97% | −12,000−31.6% | Reduced |
| Integrity Financial Corp | 26,001 | $4.62M | 3.43% | +26,001 | New |
| Mountain Pacific Investment Advisers Inc | 26,011 | $4.62M | 0.27% | −696−2.6% | Reduced |
| Vickerman Investment Advisors, Inc. | 26,025 | $4.62M | 1.86% | +2,352+9.9% | Added |
| ODonnell Financial Services, LLC | 27,187 | $4.63M | 2.14% | −499−1.8% | Reduced |
| Midwest Professional Planners, LTD. | 26,144 | $4.64M | 2.26% | +6,952+36.2% | Added |
| Royal Capital Wealth Management, LLC | 26,161 | $4.64M | 4.51% | +26,161 | New |
| Accel Wealth Management | 26,193 | $4.65M | 2.28% | +1,234+4.9% | Added |
| New World Advisors LLC | 26,221 | $4.66M | 2.14% | +2,701+11.5% | Added |
| Altshuler Shaham Ltd | 26,305 | $4.67M | 0.10% | −5,876,861−99.6% | Reduced |
| BW Gestao de Investimentos Ltda. | 26,389 | $4.69M | 1.39% | −19,190−42.1% | Reduced |
| Wellspring Financial Advisors, LLC | 26,403 | $4.69M | 1.31% | +49+0.2% | Added |
| Windsor Capital Management, LLC | 26,450 | $4.70M | 1.42% | +141+0.5% | Added |
| Total Investment Management Inc | 26,464 | $4.70M | 0.78% | +157+0.6% | Added |
| Aveo Capital Partners, LLC | 26,470 | $4.70M | 0.85% | −5,362−16.8% | Reduced |
| Forbes Financial Planning, Inc. | 26,505 | $4.70M | 4.64% | +26,505 | New |
| Gould Asset Management LLC | 26,504 | $4.71M | 1.32% | −427−1.6% | Reduced |
| Echo45 Advisors LLC | 26,559 | $4.72M | 3.78% | +26,559 | New |
| Blankinship & Foster, LLC | 26,576 | $4.72M | 1.79% | −61−0.2% | Reduced |
| Argus Investors' Counsel, Inc. | 26,586 | $4.72M | 2.84% | −1,239−4.5% | Reduced |
| Capstone Wealth Management Group, LLC | 26,650 | $4.73M | 3.85% | +26,650 | New |
| Exane Derivatives | 26,710 | $4.74M | 1.15% | +1,027+4.0% | Added |
| Gateway Advisory, LLC | 26,808 | $4.76M | 1.01% | −1,422−5.0% | Reduced |
| Fortem Financial Group, LLC | 26,872 | $4.77M | 2.18% | −681−2.5% | Reduced |
| Strategic Capital Advisers, Inc. | 26,914 | $4.78M | 3.42% | +2,185+8.8% | Added |
| White Knight Strategic Wealth Advisors, LLC | 26,930 | $4.78M | 5.00% | +26,930 | New |
| Jacobsen Capital Management | 26,970 | $4.79M | 2.27% | −215−0.8% | Reduced |
| KFA Private Wealth Group, LLC | 26,983 | $4.79M | 2.38% | −516−1.9% | Reduced |
| Dividend Assets Capital, LLC | 26,993 | $4.79M | 0.89% | 00.0% | Unchanged |
| Lake Hills Wealth Management, LLC | 26,999 | $4.79M | 3.39% | +26,999 | New |
| Northeast Financial Group, Inc. | 27,019 | $4.80M | 2.81% | +23+0.1% | Added |
| Reik & Co., LLC | 27,028 | $4.80M | 1.15% | 00.0% | Unchanged |
| KLCM Advisors, Inc. | 27,037 | $4.80M | 1.05% | +384+1.4% | Added |
| Loveless Wealth Management LLC | 27,042 | $4.80M | 2.64% | −327−1.2% | Reduced |
| Quaker Wealth Management, LLC | 27,061 | $4.80M | 2.04% | +27,061 | New |
| Fortis Capital Management LLC | 27,099 | $4.81M | 2.52% | +2,685+11.0% | Added |
| Syntal Capital Partners, LLC | 27,141 | $4.82M | 2.07% | −119−0.4% | Reduced |
| Kraematon Investment Advisors, Inc | 27,160 | $4.82M | 4.32% | +27,160 | New |
| Butensky & Cohen Financial Security, Inc | 27,181 | $4.83M | 1.72% | −320−1.2% | Reduced |
| Engrave Wealth Partners LLC | 27,204 | $4.83M | 1.39% | −990−3.5% | Reduced |
| BCS Wealth Management | 27,219 | $4.83M | 1.73% | +2,087+8.3% | Added |
| Menard Financial Group LLC | 27,236 | $4.84M | 3.96% | −266−1.0% | Reduced |
| Fairfield, Bush & Co. | 27,313 | $4.85M | 2.33% | −39,247−59.0% | Reduced |
| Planning Center, Inc. | 27,624 | $4.86M | 3.87% | +27,624 | New |
| Addison Advisors LLC | 27,384 | $4.86M | 3.01% | +8,841+47.7% | Added |
| Axiom Investment Management LLC | 27,390 | $4.87M | 4.72% | −7,207−20.8% | Reduced |
| Magnolia Capital Management Ltd | 27,416 | $4.87M | 3.83% | −1,900−6.5% | Reduced |
| Tandem Capital Management Corp | 27,566 | $4.89M | 2.82% | −215−0.8% | Reduced |
| QP Wealth Management, LLC | 27,597 | $4.90M | 5.20% | −723−2.6% | Reduced |
| Evergreen Wealth Solutions, LLC | 27,592 | $4.90M | 4.44% | +27,592 | New |
| Truvestments Capital LLC | 27,603 | $4.90M | 2.46% | +1,007+3.8% | Added |
| Midwest Wealth Management Inc. | 27,614 | $4.90M | 3.07% | +928+3.5% | Added |
| Tilia Fiduciary Partners, Inc. | 27,690 | $4.92M | 3.95% | +27,690 | New |
| Sather Financial Group Inc | 27,714 | $4.92M | 0.43% | +30.0% | Added |
| Well Done, LLC | 29,555 | $4.93M | 1.00% | +672+2.3% | Added |
| Altus Wealth Group LLC | 27,802 | $4.94M | 4.07% | +187+0.7% | Added |
| Demars Financial Group, LLC | 27,813 | $4.94M | 2.61% | +388+1.4% | Added |
| S. R. Schill & Associates | 27,827 | $4.94M | 1.97% | +469+1.7% | Added |
| Black Diamond Financial, LLC | 27,829 | $4.94M | 1.66% | +7,238+35.2% | Added |
| Paradigm Asset Management Co LLC | 27,846 | $4.94M | 1.24% | −1,254−4.3% | Reduced |
| Paragon Financial Partners, Inc. | 27,856 | $4.95M | 4.06% | +27,856 | New |
| MEMBERS Trust Co | 27,902 | $4.95M | 0.15% | +6,991+33.4% | Added |
| Edmonds Duncan Registered Investment Advisors, LLC | 29,916 | $4.97M | 1.47% | +175+0.6% | Added |
| Beaton Management Co. Inc. | 28,040 | $4.98M | 2.97% | +67+0.2% | Added |
| Pinkerton Retirement Specialists, LLC | 28,057 | $4.98M | 0.87% | +15+0.1% | Added |
| Grant Street Asset Management, Inc. | 28,073 | $4.99M | 2.64% | +619+2.3% | Added |
| Bell Bank | 28,097 | $4.99M | 0.57% | −380−1.3% | Reduced |
| DGS Capital Management, LLC | 28,122 | $4.99M | 3.11% | +28,122 | New |
| Bassett Hargrove Investment Counsel, LLC | 28,153 | $5.00M | 7.20% | −180−0.6% | Reduced |
| Total Clarity Wealth Management, Inc. | 28,171 | $5.00M | 2.27% | +1,597+6.0% | Added |
| Stamos Capital Partners, L.P. | 28,200 | $5.01M | 2.32% | −5,440−16.2% | Reduced |
| Thomas White International Ltd | 28,203 | $5.01M | 0.79% | 00.0% | Unchanged |
| ERTS Wealth Advisors, LLC | 28,222 | $5.01M | 1.20% | −821−2.8% | Reduced |
| Center for Financial Planning, Inc. | 28,253 | $5.02M | 1.03% | +320+1.1% | Added |
| Addison Capital Co | 28,295 | $5.02M | 2.25% | −56−0.2% | Reduced |
| Global Strategic Investment Solutions, LLC | 28,324 | $5.03M | 0.80% | +1,330+4.9% | Added |
| Factorial Partners, LLC | 28,360 | $5.04M | 3.33% | −1,200−4.1% | Reduced |