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 |
|---|---|---|---|---|---|
| Redhawk Wealth Advisors, Inc. | 38,812 | $6.89M | 1.76% | +141+0.4% | Added |
| Shorepoint Capital Partners LLC | 38,947 | $6.92M | 2.81% | −2,554−6.2% | Reduced |
| Cowa, LLC | 38,964 | $6.92M | 3.48% | −3,878−9.1% | Reduced |
| Matrix Private Capital Group LLC | 38,976 | $6.92M | 3.28% | +357+0.9% | Added |
| Ellsworth Advisors, LLC | 39,040 | $6.93M | 2.56% | −783−2.0% | Reduced |
| Baron Silver Stevens Financial Advisors, LLC | 39,126 | $6.95M | 1.64% | +1,137+3.0% | Added |
| Oak Family Advisors, LLC | 39,139 | $6.95M | 3.33% | +4,342+12.5% | Added |
| InTrack Investment Management Inc | 39,303 | $6.98M | 4.82% | −613−1.5% | Reduced |
| Encompass Wealth Advisors, LLC | 39,350 | $6.99M | 1.70% | +246+0.6% | Added |
| Townsend Asset Management Corp | 39,370 | $6.99M | 3.34% | −262−0.7% | Reduced |
| Hall Capital Management Co Inc | 39,385 | $6.99M | 3.96% | −5,708−12.7% | Reduced |
| Beck Capital Management, LLC | 39,394 | $7.00M | 2.16% | −112−0.3% | Reduced |
| Rockwood Wealth Management, LLC | 39,401 | $7.00M | 3.11% | +39,401 | New |
| Connecticut Wealth Management, LLC | 39,414 | $7.00M | 0.54% | +426+1.1% | Added |
| Kenfarb & Co. | 39,447 | $7.00M | 5.12% | +39,447 | New |
| Triangle Securities Wealth Management | 39,476 | $7.01M | 2.19% | −3,586−8.3% | Reduced |
| Morling Financial Advisors, LLC | 39,575 | $7.03M | 6.78% | +39,575 | New |
| Sky Investment Group LLC | 39,603 | $7.03M | 1.42% | −29−0.1% | Reduced |
| Retirement Planning Group | 39,634 | $7.04M | 0.68% | +1,839+4.9% | Added |
| IFG Advisors, LLC | 39,640 | $7.04M | 2.98% | −3,236−7.5% | Reduced |
| HawsGoodwin Investment Management LLC | 39,659 | $7.04M | 2.05% | −224−0.6% | Reduced |
| Indie Asset Partners, LLC | 39,730 | $7.05M | 5.12% | −2,861−6.7% | Reduced |
| Lebenthal Global Advisors, LLC | 39,841 | $7.07M | 2.86% | +2,455+6.6% | Added |
| Pacific Sun Financial Corp | 39,863 | $7.08M | 3.78% | +105+0.3% | Added |
| Gray Wealth Management Inc. | 39,862 | $7.08M | 3.52% | +1,106+2.9% | Added |
| CFS Investment Advisory Services, LLC | 40,608 | $7.08M | 0.95% | +239+0.6% | Added |
| Sound Income Strategies, LLC | 39,978 | $7.10M | 0.84% | +762+1.9% | Added |
| Needham Investment Management LLC | 40,000 | $7.10M | 0.89% | −9,000−18.4% | Reduced |
| SBK Financial, Inc. | 39,995 | $7.10M | 5.67% | +39,995 | New |
| Lee Capital Holdings LLC | 40,000 | $7.10M | 3.74% | 00.0% | Unchanged |
| Fingerlakes Wealth Management, Inc. | 39,993 | $7.11M | 8.00% | +39,993 | New |
| Archer Investment Corp | 40,121 | $7.12M | 2.42% | −2,124−5.0% | Reduced |
| Byrne Asset Management LLC | 40,202 | $7.14M | 4.62% | +40,202 | New |
| Lincoln Capital LLC | 40,243 | $7.15M | 1.77% | +26+0.1% | Added |
| Marathon Capital Management | 40,253 | $7.15M | 1.68% | −16,578−29.2% | Reduced |
| Advisors Management Group Inc | 40,276 | $7.15M | 2.14% | −126−0.3% | Reduced |
| CVA Family Office, LLC | 40,345 | $7.16M | 1.78% | +26,221+185.6% | Added |
| Meridian Management Co | 40,394 | $7.17M | 2.08% | +84+0.2% | Added |
| Orca Investment Management, LLC | 40,503 | $7.19M | 5.91% | −1,296−3.1% | Reduced |
| Schneider Downs Wealth Management Advisors, LP | 40,512 | $7.19M | 1.72% | +168+0.4% | Added |
| Strengthening Families & Communities, LLC | 40,557 | $7.20M | 5.50% | +40,557 | New |
| Cunning Capital Partners, LP | 40,570 | $7.20M | 3.92% | 00.0% | Unchanged |
| Chilton Investment Co LLC | 40,652 | $7.22M | 0.15% | +486+1.2% | Added |
| Pantheon Investment Group, LLC | 40,721 | $7.23M | 5.68% | −538−1.3% | Reduced |
| LGT Capital Partners Ltd. | 40,756 | $7.24M | 0.19% | −5,902−12.6% | Reduced |
| Ulland Investment Advisors, LLC | 40,768 | $7.24M | 4.62% | +40,768 | New |
| StrongBox Wealth, LLC | 40,792 | $7.24M | 3.62% | +673+1.7% | Added |
| Latitude Advisors, LLC | 40,880 | $7.26M | 2.03% | +1,655+4.2% | Added |
| Capital Advisors Wealth Management, LLC | 40,885 | $7.26M | 2.21% | +5,201+14.6% | Added |
| Greenspring Advisors, LLC | 40,925 | $7.27M | 1.87% | +40,925 | New |
| Diversified, LLC | 40,943 | $7.27M | 3.07% | +190.0% | Added |
| Sturgeon Ventures LLP | 40,992 | $7.28M | 3.36% | −2,243−5.2% | Reduced |
| Kessler Investment Group, LLC | 41,096 | $7.30M | 4.11% | +4,799+13.2% | Added |
| Dodge & Cox | 41,156 | $7.31M | 0.00% | 00.0% | Unchanged |
| Lehman & Derafelo Financial Resources LLC | 41,190 | $7.31M | 2.21% | −1,711−4.0% | Reduced |
| Capital Impact Advisors, LLC | 41,199 | $7.32M | 5.05% | +41,199 | New |
| Brio Consultants, LLC | 41,214 | $7.32M | 1.72% | +314+0.8% | Added |
| PSI Advisors, LLC | 41,032 | $7.33M | 2.98% | +768+1.9% | Added |
| Allred Capital Management, LLC | 41,295 | $7.33M | 3.55% | −1,299−3.0% | Reduced |
| FORA Capital, LLC | 41,329 | $7.34M | 2.85% | −1,411−3.3% | Reduced |
| Investmark Advisory Group LLC | 41,341 | $7.34M | 6.86% | +41,341 | New |
| Corsicana & Co. | 41,405 | $7.35M | 4.44% | −1,920−4.4% | Reduced |
| Gilbert & Cook, Inc. | 41,407 | $7.35M | 1.18% | +1,923+4.9% | Added |
| Cairn Investment Group, Inc. | 41,437 | $7.36M | 5.07% | +113+0.3% | Added |
| Costello Asset Management, INC | 41,543 | $7.38M | 4.51% | +675+1.7% | Added |
| Granger Management LLC | 41,549 | $7.38M | 1.21% | −606−1.4% | Reduced |
| Eisler Capital (UK) Ltd. | 41,594 | $7.39M | 0.98% | +8,768+26.7% | Added |
| Crescent Capital Consulting, LLC | 40,547 | $7.39M | 1.22% | +614+1.5% | Added |
| Thrive Wealth Management, LLC | 41,604 | $7.39M | 2.53% | +41,604 | New |
| Dempze Nancy E | 41,627 | $7.39M | 4.99% | +109+0.3% | Added |
| Altrafin AG | 41,645 | $7.39M | 2.67% | +41,645 | New |
| Cutter & CO Brokerage, Inc. | 41,750 | $7.41M | 2.03% | −150−0.4% | Reduced |
| Tempus Wealth Planning, LLC | 41,846 | $7.43M | 4.01% | +33+0.1% | Added |
| Pacitti Group Inc. | 41,927 | $7.45M | 4.84% | +140.0% | Added |
| Waterfront Wealth Inc. | 41,938 | $7.45M | 2.95% | −398−0.9% | Reduced |
| Bull Street Advisors, LLC | 41,958 | $7.45M | 3.55% | −656−1.5% | Reduced |
| Cary Street Partner Investment Advisory LLC | 41,957 | $7.45M | 2.07% | +2,113+5.3% | Added |
| JNBA Financial Advisors | 42,002 | $7.46M | 0.91% | −526−1.2% | Reduced |
| GP Brinson Investments LLC | 42,000 | $7.46M | 5.29% | 00.0% | Unchanged |
| Alera Investment Advisors, LLC | 42,115 | $7.46M | 2.04% | −246−0.6% | Reduced |
| Provident Trust Co | 42,139 | $7.48M | 0.13% | +4,200+11.1% | Added |
| Vahanian & Associates Financial Planning Inc. | 42,183 | $7.49M | 6.04% | +42,183 | New |
| Aurora Private Wealth, Inc. | 42,185 | $7.49M | 3.25% | −33,881−44.5% | Reduced |
| Norris Financial Group, LLC | 42,229 | $7.50M | 4.52% | −9,335−18.1% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 46,933 | $7.50M | 3.16% | −851−1.8% | Reduced |
| Global Financial Private Client, LLC | 42,337 | $7.52M | 3.63% | +3,130+8.0% | Added |
| Summit Financial Wealth Advisors, LLC | 41,848 | $7.52M | 1.46% | −622−1.5% | Reduced |
| Alcosta Capital Management, Inc. | 42,458 | $7.54M | 4.53% | +332+0.8% | Added |
| Guardian Wealth Advisors, LLC | 42,494 | $7.55M | 3.24% | +42,494 | New |
| Capula Management Ltd | 42,527 | $7.55M | 0.53% | −238,310−84.9% | Reduced |
| Financial Insights, Inc. | 42,543 | $7.56M | 6.52% | −406−0.9% | Reduced |
| Capital One Financial Corp | 42,564 | $7.56M | 0.91% | −2,269−5.1% | Reduced |
| Bluesphere Advisors, LLC | 42,577 | $7.56M | 6.28% | −231−0.5% | Reduced |
| Kensington Investment Counsel, LLC | 42,593 | $7.56M | 4.41% | +42,593 | New |
| Linker Capital Management Inc. | 42,614 | $7.57M | 7.27% | +42,614 | New |
| Derbend Asset Management | 42,689 | $7.58M | 7.40% | +1,181+2.8% | Added |
| First Command Financial Services, Inc. | 42,699 | $7.58M | 1.11% | +2,226+5.5% | Added |
| Orser Capital Management, LLC | 42,711 | $7.58M | 3.92% | +1,124+2.7% | Added |
| Security National Bank of So Dak | 42,749 | $7.59M | 5.11% | −648−1.5% | Reduced |
| American Financial Advisors, LLC | 42,853 | $7.61M | 0.97% | −185−0.4% | Reduced |