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 11 sales; 6,152 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 | 6,152 | $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 |
|---|---|---|---|---|---|
| ShoreHaven Wealth Partners, LLC | 28,398 | $5.04M | 2.50% | −236−0.8% | Reduced |
| Dimension Capital Management LLC | 28,393 | $5.04M | 0.95% | +60+0.2% | Added |
| Financial Management Professionals, Inc. | 28,422 | $5.05M | 1.07% | −2,860−9.1% | Reduced |
| SFI Advisors, LLC | 27,850 | $5.06M | 4.48% | +27,850 | New |
| Guerra Pan Advisors, LLC | 28,496 | $5.06M | 5.01% | +28,496 | New |
| BT Wealth Management LLC | 28,534 | $5.07M | 1.37% | +1,145+4.2% | Added |
| Murphy Pohlad Asset Management LLC | 28,552 | $5.07M | 1.99% | −35,054−55.1% | Reduced |
| Thornburg Investment Management Inc | 28,573 | $5.07M | 0.06% | +8,174+40.1% | Added |
| Front Street Capital Management, Inc. | 33,997 | $5.08M | 0.94% | −1,874−5.2% | Reduced |
| Hamilton Capital, LLC | 28,610 | $5.08M | 0.40% | +7,299+34.2% | Added |
| Facet Wealth, Inc. | 28,641 | $5.09M | 0.47% | −3,636−11.3% | Reduced |
| Investment Advisory Group, LLC | 29,550 | $5.09M | 3.25% | +29,550 | New |
| Home Federal Bank of Tennessee | 28,746 | $5.10M | 1.69% | −25−0.1% | Reduced |
| Valueworks LLC | 28,817 | $5.12M | 2.03% | +120+0.4% | Added |
| Rockbridge Investment Management, LCC | 28,827 | $5.12M | 0.76% | −23−0.1% | Reduced |
| Silicon Hills Wealth Management, LLC | 28,845 | $5.12M | 3.17% | −540−1.8% | Reduced |
| Schrum Private Wealth Management LLC | 28,843 | $5.12M | 4.67% | +28,843 | New |
| IAM Advisory, LLC | 29,766 | $5.13M | 2.03% | −320−1.1% | Reduced |
| Sentinel Trust Co Lba | 28,865 | $5.13M | 0.63% | +8,932+44.8% | Added |
| Herbst Group, LLC | 29,071 | $5.16M | 3.18% | +29,071 | New |
| Legacy Wealth Planning, LLC | 29,084 | $5.16M | 5.89% | −4,575−13.6% | Reduced |
| Sterling Investment Management, Inc. | 29,161 | $5.18M | 3.22% | +4,710+19.3% | Added |
| Vericrest Private Wealth | 29,170 | $5.18M | 4.80% | +29,170 | New |
| St. Clair Advisors, LLC | 29,206 | $5.19M | 2.98% | −802−2.7% | Reduced |
| Brooks, Moore & Associates, Inc. | 29,225 | $5.19M | 3.04% | −150−0.5% | Reduced |
| Collaborative Wealth Managment Inc. | 29,224 | $5.19M | 2.84% | +29,224 | New |
| Gilman Hill Asset Management, LLC | 29,300 | $5.20M | 1.16% | −413−1.4% | Reduced |
| Pensionmark Financial Group, LLC | 30,231 | $5.20M | 1.09% | +941+3.2% | Added |
| Meridian Wealth Partners, LLC | 29,333 | $5.21M | 1.04% | +3,025+11.5% | Added |
| Argent Advisors, Inc. | 29,372 | $5.22M | 2.81% | −1,829−5.9% | Reduced |
| Financial Advisors Network, Inc. | 29,425 | $5.22M | 1.18% | −98−0.3% | Reduced |
| Mosaic Advisors LLC | 29,428 | $5.23M | 3.83% | +6,910+30.7% | Added |
| Column Capital Advisors, LLC | 29,454 | $5.23M | 1.01% | −1,369−4.4% | Reduced |
| Garrett Wealth Advisory Group, LLC | 29,477 | $5.23M | 2.54% | −55−0.2% | Reduced |
| Five Oceans Advisors | 29,479 | $5.24M | 4.62% | +2,421+8.9% | Added |
| Rosenbaum Jay D. | 29,489 | $5.24M | 7.70% | −70.0% | Reduced |
| Crewe Advisors LLC | 29,535 | $5.24M | 1.07% | −1,591−5.1% | Reduced |
| Madison Wealth Partners, Inc | 29,550 | $5.25M | 2.64% | +1,065+3.7% | Added |
| Viridian Ria, LLC | 29,663 | $5.27M | 1.11% | −501−1.7% | Reduced |
| Burton Enright Welch | 29,731 | $5.28M | 3.53% | +29,731 | New |
| Robeco Schweiz AG | 29,735 | $5.28M | 0.07% | −2,265−7.1% | Reduced |
| Alliance Wealth Management Group | 29,736 | $5.28M | 1.64% | −489−1.6% | Reduced |
| Summitry LLC | 29,748 | $5.28M | 0.31% | +619+2.1% | Added |
| Bickling Financial Services, Inc. | 29,788 | $5.29M | 2.57% | +151+0.5% | Added |
| Mason & Associates Inc | 29,944 | $5.32M | 1.61% | +29,944 | New |
| Cooper/Haims Advisors, LLC | 29,994 | $5.33M | 3.28% | −171−0.6% | Reduced |
| Sandy Cove Advisors, LLC | 30,032 | $5.33M | 4.49% | +30,032 | New |
| Safeguard Investment Advisory Group, LLC | 30,039 | $5.33M | 3.11% | −1,014−3.3% | Reduced |
| Taylor & Morgan Wealth Management, LLC | 30,039 | $5.33M | 4.32% | +30,039 | New |
| Spectrum Wealth Advisory Group, LLC | 30,050 | $5.34M | 4.75% | −22−0.1% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 30,058 | $5.34M | 2.72% | −127−0.4% | Reduced |
| tru Independence LLC | 30,272 | $5.38M | 1.47% | −1,910−5.9% | Reduced |
| Winton Group Ltd | 30,299 | $5.38M | 0.33% | +30,299 | New |
| Strategic Family Wealth Counselors, L.L.C. | 30,305 | $5.38M | 1.73% | +120.0% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 30,408 | $5.40M | 2.88% | +78+0.3% | Added |
| Pacific Capital Wealth Advisors, Inc | 30,425 | $5.40M | 1.56% | −931−3.0% | Reduced |
| Joseph P. Lucia & Associates, LLC | 30,425 | $5.40M | 3.43% | +1,464+5.1% | Added |
| Woodley Farra Manion Portfolio Management Inc | 30,451 | $5.41M | 0.38% | +1,822+6.4% | Added |
| Pin Oak Investment Advisors Inc | 30,488 | $5.41M | 5.48% | +341+1.1% | Added |
| CMC Financial Group | 30,531 | $5.42M | 2.92% | −34−0.1% | Reduced |
| Chemistry Wealth Management LLC | 30,599 | $5.43M | 4.56% | +30,599 | New |
| Next Level Private LLC | 30,599 | $5.43M | 4.56% | +30,599 | New |
| Trinity Financial Advisors LLC | 30,751 | $5.46M | 3.23% | −39−0.1% | Reduced |
| Monticello Wealth Management, LLC | 30,846 | $5.48M | 0.50% | +6,989+29.3% | Added |
| Cascade Investment Advisors, Inc. | 30,893 | $5.49M | 3.21% | −415−1.3% | Reduced |
| Finivi Inc. | 30,926 | $5.49M | 5.80% | +30,926 | New |
| Plotkin Financial Advisors, LLC | 30,939 | $5.49M | 3.47% | −1,694−5.2% | Reduced |
| One Charles Private Wealth Services, LLC | 30,969 | $5.50M | 3.18% | +24+0.1% | Added |
| Vance Wealth, Inc. | 30,993 | $5.50M | 5.40% | +30,993 | New |
| Accurate Wealth Management, LLC | 30,203 | $5.51M | 4.54% | +734+2.5% | Added |
| Financial Advisory Partners, LLC | 31,050 | $5.51M | 2.01% | +31,050 | New |
| Outfitter Financial LLC | 31,215 | $5.54M | 4.07% | −427−1.3% | Reduced |
| Sandhill Capital Partners LLC | 31,273 | $5.55M | 0.43% | −1,020−3.2% | Reduced |
| Accretive Wealth Partners, LLC | 31,276 | $5.55M | 3.54% | +10,824+52.9% | Added |
| Eudaimonia Advisors LLC | 31,308 | $5.56M | 3.27% | +31,308 | New |
| Meridian Financial Partners LLC | 33,451 | $5.56M | 3.76% | −160−0.5% | Reduced |
| Landmark Financial Advisors, LLC | 31,389 | $5.57M | 2.48% | +781+2.6% | Added |
| Successful Portfolios LLC | 31,423 | $5.58M | 3.03% | −120.0% | Reduced |
| Summit Wealth Group, LLC | 31,433 | $5.58M | 6.36% | +31,433 | New |
| Montz Harcus Wealth Management LLC | 31,441 | $5.58M | 4.89% | +31,441 | New |
| High Pines Wealth Management, LLC | 31,463 | $5.59M | 3.89% | +751+2.4% | Added |
| McRae Capital Management Inc | 31,485 | $5.59M | 1.17% | +1,950+6.6% | Added |
| 44 Wealth Management LLC | 31,524 | $5.60M | 1.94% | +232+0.7% | Added |
| Long Run Wealth Advisors, LLC | 31,552 | $5.60M | 1.95% | +31,552 | New |
| Westshore Wealth, LLC | 31,630 | $5.62M | 3.85% | 00.0% | Unchanged |
| Sabal Trust CO | 31,643 | $5.62M | 0.36% | −2,758−8.0% | Reduced |
| Capital Management Associates | 31,683 | $5.63M | 5.50% | −4,607−12.7% | Reduced |
| David J Yvars Group | 31,677 | $5.63M | 3.47% | −3,009−8.7% | Reduced |
| Alterna Wealth Management, Inc | 31,710 | $5.63M | 4.68% | +31,710 | New |
| ETF Managers Group, LLC | 31,659 | $5.64M | 0.11% | −68,295−68.3% | Reduced |
| Difesa Capital Management, LP | 31,778 | $5.64M | 4.08% | +31,778 | New |
| Vista Wealth Management Group, LLC | 31,788 | $5.64M | 0.93% | −1,019−3.1% | Reduced |
| Choice Wealth Advisors, LLC | 31,845 | $5.66M | 4.16% | −11,470−26.5% | Reduced |
| Evolution Wealth Advisors, LLC | 31,845 | $5.66M | 1.00% | +1,138+3.7% | Added |
| Dixon Hughes Goodman Wealth Advisors LLC | 31,844 | $5.66M | 1.84% | +31,844 | New |
| Trustco Bank Corp N Y | 31,876 | $5.66M | 4.95% | −585−1.8% | Reduced |
| Capasso Planning Partners LLC | 31,873 | $5.66M | 4.13% | +31,873 | New |
| Lattice Capital Management, LLC | 31,900 | $5.66M | 5.85% | +31,900 | New |
| RE Dickinson Investment Advisors, LLC | 31,993 | $5.68M | 4.31% | +31,993 | New |
| Cary Street Partners Asset Management LLC | 32,011 | $5.68M | 1.22% | −2,524−7.3% | Reduced |