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 |
|---|---|---|---|---|---|
| Morgan Jess S & Co Inc | 35,344 | $6.28M | 3.85% | −517−1.4% | Reduced |
| Denver Wealth Management, Inc. | 35,405 | $6.29M | 6.03% | +35,405 | New |
| Hanson & Doremus Investment Management | 35,420 | $6.29M | 1.35% | +1,706+5.1% | Added |
| Cambria Investment Management, L.P. | 35,424 | $6.29M | 1.05% | +3,608+11.3% | Added |
| Stableford Capital II LLC | 39,105 | $6.32M | 2.66% | +2,626+7.2% | Added |
| Selective Wealth Management, Inc. | 35,707 | $6.34M | 2.59% | +1,089+3.1% | Added |
| Yarger Wealth Strategies, LLC | 35,738 | $6.35M | 6.84% | +35,738 | New |
| Measured Wealth Private Client Group, LLC | 35,743 | $6.35M | 2.24% | −569−1.6% | Reduced |
| Convergence Investment Partners, LLC | 35,775 | $6.35M | 3.24% | −2,529−6.6% | Reduced |
| Lokken Investment Group LLC | 35,790 | $6.36M | 4.53% | −50.0% | Reduced |
| Phoenix Holdings Ltd. | 35,666 | $6.36M | 0.11% | −48,222−57.5% | Reduced |
| Cribstone Capital Management, LLC | 35,812 | $6.36M | 3.53% | −2,607−6.8% | Reduced |
| Rodgers Brothers Inc. | 35,822 | $6.36M | 1.13% | +1,034+3.0% | Added |
| Boothe Investment Group, Inc. | 35,830 | $6.36M | 3.40% | −3,554−9.0% | Reduced |
| PrairieView Partners, LLC | 35,870 | $6.37M | 0.89% | +2,943+8.9% | Added |
| Brown, Lisle/Cummings, Inc. | 35,880 | $6.37M | 3.18% | +35,880 | New |
| WFA Asset Management Corp | 35,989 | $6.39M | 4.17% | +35,989 | New |
| United Fire Group Inc | 36,000 | $6.39M | 3.00% | 00.0% | Unchanged |
| Nia Impact Advisors, LLC | 37,248 | $6.41M | 3.40% | −3,732−9.1% | Reduced |
| First Personal Financial Services | 36,142 | $6.42M | 1.44% | +2,817+8.5% | Added |
| Nauset Wealth Management. LLC | 36,274 | $6.44M | 6.14% | +36,274 | New |
| Zeke Capital Advisors, LLC | 36,362 | $6.46M | 0.38% | +12,140+50.1% | Added |
| Rainsberger Wealth Advisors, Inc. | 36,387 | $6.46M | 3.79% | +36,387 | New |
| Gitterman Wealth Management, LLC | 36,399 | $6.46M | 4.79% | −73−0.2% | Reduced |
| Leeward Financial Partners, LLC | 36,407 | $6.46M | 4.04% | +36,407 | New |
| LCNB Corp | 36,425 | $6.47M | 2.96% | +418+1.2% | Added |
| Peoples Bank | 36,502 | $6.48M | 3.20% | −1,305−3.5% | Reduced |
| Pinnacle Wealth Management Group, Inc. | 36,550 | $6.49M | 4.81% | −50.0% | Reduced |
| Arnhold LLC | 36,547 | $6.49M | 0.74% | +27+0.1% | Added |
| Fruth Investment Management | 36,628 | $6.50M | 1.78% | −520−1.4% | Reduced |
| Retirement Capital Strategies | 36,630 | $6.50M | 2.39% | +366+1.0% | Added |
| Karani Asset Management LLC | 36,694 | $6.52M | 3.22% | −11,611−24.0% | Reduced |
| Riverview Trust Co | 36,700 | $6.52M | 3.82% | −2,509−6.4% | Reduced |
| River & Mercantile Asset Management LLP | 36,710 | $6.52M | 0.51% | −39,360−51.7% | Reduced |
| NewSquare Capital LLC | 36,755 | $6.53M | 0.69% | +759+2.1% | Added |
| Northstar Advisory Group, LLC | 36,755 | $6.53M | 3.87% | +33,145+918.1% | Added |
| Accuvest Global Advisors | 36,843 | $6.54M | 2.87% | −2,715−6.9% | Reduced |
| Bigelow Investment Advisors, LLC | 36,850 | $6.54M | 2.97% | −2,858−7.2% | Reduced |
| Elmwood Wealth Management, Inc. | 36,895 | $6.55M | 3.12% | +36,895 | New |
| Round Rock Advisors, LLC | 36,936 | $6.56M | 2.91% | +19,578+112.8% | Added |
| Vaughan David Investments LLC | 36,942 | $6.56M | 0.19% | +707+2.0% | Added |
| Seascape Capital Management | 37,052 | $6.58M | 3.08% | +411+1.1% | Added |
| United Services Automobile Association | 37,076 | $6.58M | 0.11% | −3,024−7.5% | Reduced |
| Concord Wealth Partners | 37,135 | $6.59M | 1.61% | +20,963+129.6% | Added |
| Family Firm, Inc. | 775,128 | $6.60M | 1.71% | +742,022+2,241.4% | Added |
| Cantor Fitzgerald Investment Adviser L.P. | 37,181 | $6.60M | 0.40% | −646−1.7% | Reduced |
| Buffington Mohr McNeal | 37,218 | $6.61M | 1.13% | +2,949+8.6% | Added |
| Omnia Family Wealth, LLC | 37,220 | $6.61M | 4.02% | +3,878+11.6% | Added |
| Leelyn Smith, LLC | 37,317 | $6.63M | 1.77% | +200+0.5% | Added |
| CMG Global Holdings, LLC | 37,341 | $6.63M | 4.27% | +471+1.3% | Added |
| Northwest Wealth Management, LLC | 37,358 | $6.63M | 3.08% | −175−0.5% | Reduced |
| Duality Advisers, LP | 37,374 | $6.64M | 0.72% | +37,374 | New |
| Objective Capital Management, LLC | 37,390 | $6.64M | 4.70% | +37,390 | New |
| Wilson & Boucher Capital Management, LLC | 37,437 | $6.65M | 5.99% | +37,437 | New |
| Youngs Advisory Group, Inc. | 37,505 | $6.66M | 4.20% | −94−0.3% | Reduced |
| Sicart Associates LLC | 37,413 | $6.67M | 1.74% | +1,530+4.3% | Added |
| West Wealth Group, LLC | 37,598 | $6.68M | 2.51% | +37,598 | New |
| LGL Partners, LLC | 37,631 | $6.68M | 0.79% | +5,297+16.4% | Added |
| Deuterium Capital Management, LLC | 37,650 | $6.69M | 9.89% | +37,650 | New |
| Auxier Asset Management | 37,665 | $6.69M | 1.04% | −490−1.3% | Reduced |
| SPC Financial, Inc. | 37,677 | $6.69M | 0.75% | +633+1.7% | Added |
| First National Bank | 37,700 | $6.69M | 5.83% | −1,904−4.8% | Reduced |
| Traverso Chambers Private Wealth Management, LLC | 37,709 | $6.70M | 1.99% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 37,730 | $6.70M | 4.09% | +65+0.2% | Added |
| Security Financial Services, INC. | 37,750 | $6.70M | 2.24% | +37,750 | New |
| Smith Shellnut Wilson LLC | 37,764 | $6.71M | 3.32% | −47−0.1% | Reduced |
| Nova R Wealth, Inc. | 37,793 | $6.71M | 5.46% | +37,793 | New |
| Aspireon Wealth Advisors | 37,800 | $6.71M | 3.27% | +1,367+3.8% | Added |
| W Advisors, LLC | 37,797 | $6.71M | 5.00% | +37,797 | New |
| Pinnacle Bancorp, Inc. | 37,813 | $6.71M | 2.37% | −942−2.4% | Reduced |
| G2 Capital Management, LLC | 37,841 | $6.72M | 2.50% | +37,841 | New |
| SC&H Financial Advisors, Inc. | 37,861 | $6.72M | 3.71% | +37,861 | New |
| Prudent Investors Network | 37,888 | $6.73M | 3.17% | −2,537−6.3% | Reduced |
| Simplex Trading, LLC | 37,900 | $6.73M | 0.22% | +13,200+53.4% | Added |
| State of Wyoming | 37,916 | $6.73M | 3.13% | −7,505−16.5% | Reduced |
| Wayfinding Financial, LLC | 42,369 | $6.75M | 5.41% | +42,369 | New |
| Bernardo Wealth Planning LLC | 38,061 | $6.76M | 3.30% | +3,848+11.2% | Added |
| Princeton Global Asset Management LLC | 38,063 | $6.76M | 1.89% | −354−0.9% | Reduced |
| Financial Council Asset Management Inc | 38,065 | $6.76M | 8.08% | +200+0.5% | Added |
| Schonfeld Strategic Advisors LLC | 38,075 | $6.76M | 0.07% | +38,075 | New |
| New England Research & Management, Inc. | 38,129 | $6.77M | 3.27% | −275−0.7% | Reduced |
| Peregrine Asset Advisers, Inc. | 38,138 | $6.77M | 2.76% | +16,096+73.0% | Added |
| McCarthy Asset Management, Inc. | 38,150 | $6.77M | 4.66% | −162−0.4% | Reduced |
| Beaird Harris Wealth Management, LLC | 38,164 | $6.78M | 2.48% | +38,164 | New |
| Geller Advisors LLC | 38,184 | $6.78M | 1.32% | +195+0.5% | Added |
| Alps Advisors Inc | 38,188 | $6.78M | 0.08% | −33,819−47.0% | Reduced |
| LifeSteps Financial, Inc. | 38,206 | $6.78M | 4.80% | −2,448−6.0% | Reduced |
| L2 Asset Management, LLC | 38,252 | $6.79M | 4.74% | +32,556+571.6% | Added |
| Taika Capital, LP | 37,380 | $6.80M | 5.37% | +37,380 | New |
| Great Diamond Partners, LLC | 38,378 | $6.81M | 1.75% | +893+2.4% | Added |
| Ayrshire Capital Management LLC | 38,374 | $6.81M | 3.46% | +2,162+6.0% | Added |
| Kalos Management, Inc. | 45,530 | $6.82M | 1.85% | +2,978+7.0% | Added |
| Capital Financial Services, LLC | 38,468 | $6.83M | 7.45% | −300−0.8% | Reduced |
| Benchmark Financial Wealth Advisors, LLC | 38,475 | $6.83M | 2.86% | +956+2.5% | Added |
| Somerset Group LLC | 38,558 | $6.85M | 4.62% | −136−0.4% | Reduced |
| WT Wealth Management | 38,631 | $6.86M | 2.52% | +1,346+3.6% | Added |
| West Chester Capital Advisors, Inc | 38,651 | $6.86M | 4.71% | −109−0.3% | Reduced |
| Amica Retiree Medical Trust | 38,664 | $6.87M | 5.83% | 00.0% | Unchanged |
| McBroom & Associates, LLC | 38,767 | $6.88M | 5.18% | +38,767 | New |
| ELCO Management Co., LLC | 38,788 | $6.89M | 4.92% | −184−0.5% | Reduced |