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 7 sales; 6,149 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
- 4,402
- +612 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
- 680
- 1,523 more added
- Sold out
- 68
- 1,959 more reduced
69 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 | 6,149 | $2.80T |
| Q1 2026 | 6,134 | $2.40T |
| Q4 2025 | 6,130 | $2.61T |
| Q3 2025 | 5,616 | $2.35T |
| Q2 2025 | 5,599 | $1.93T |
| Q1 2025 | 5,607 | $2.08T |
| Q4 2024 | 5,671 | $2.36T |
| Q3 2024 | 5,105 | $2.17T |
| Q2 2024 | 5,132 | $1.98T |
| Q1 2024 | 5,023 | $1.61T |
| Q4 2023 | 4,976 | $1.81T |
| Q3 2023 | 4,618 | $1.60T |
| Q2 2023 | 4,594 | $1.82T |
| Q1 2023 | 4,524 | $1.55T |
| Q4 2022 | 4,555 | $1.21T |
| Q3 2022 | 4,346 | $1.29T |
| Q2 2022 | 4,339 | $1.28T |
| Q1 2022 | 4,390 | $1.66T |
| Q4 2021 | 4,402 | $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 |
|---|---|---|---|---|---|
| Magnolia Wealth Management, LLC | 1,670 | $297.0K | 0.30% | +1,670 | New |
| Hoese & Co LLP | 1,684 | $299.0K | 0.30% | 00.0% | Unchanged |
| Sightline Wealth Advisors, LLC | 1,660 | $299.0K | 0.27% | 00.0% | Unchanged |
| Hartford Funds Management Co LLC | 1,687 | $300.0K | 0.03% | +1,687 | New |
| Friedenthal Financial | 1,690 | $300.0K | 0.19% | +1,690 | New |
| Tanglewood Wealth Management, Inc. | 1,696 | $301.0K | 0.05% | +1,696 | New |
| Deane Retirement Strategies, Inc. | 1,704 | $303.0K | 0.16% | 00.0% | Unchanged |
| Gabelli & Co Investment Advisers, Inc. | 1,705 | $303.0K | 0.04% | +35+2.1% | Added |
| Cornerstone Management, Inc. | 1,711 | $303.8K | 0.08% | +51+3.1% | Added |
| TAGStone Capital, Inc. | 1,724 | $306.0K | 0.25% | +1,724 | New |
| ESL Trust Services, LLC | 1,740 | $309.0K | 0.09% | −100−5.4% | Reduced |
| Prairiewood Capital, LLC | 1,740 | $309.0K | 0.24% | 00.0% | Unchanged |
| Dean, Jacobson Financial Services, LLC | 1,770 | $314.0K | 0.26% | +1,770 | New |
| Randolph Co Inc | 1,775 | $315.0K | 0.04% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 1,793 | $318.0K | 0.14% | +99+5.8% | Added |
| ShankerValleau Wealth Advisors, Inc. | 1,812 | $322.0K | 0.19% | +1,812 | New |
| Ironwood Investment Management LLC | 1,836 | $326.0K | 0.16% | 00.0% | Unchanged |
| Delta Accumulation, LLC | 1,858 | $330.0K | 7.62% | +1,858 | New |
| AF Advisors, Inc. | 1,867 | $331.0K | 0.19% | +1+0.1% | Added |
| Crabel Capital Management, LLC | 1,871 | $332.0K | 0.06% | −735−28.2% | Reduced |
| Socha Financial Group, LLC | 1,875 | $332.9K | 0.25% | +1,875 | New |
| Cannon Financial Strategists, Inc. | 1,880 | $333.8K | 0.12% | 00.0% | Unchanged |
| Wilkins Investment Counsel Inc | 1,882 | $334.0K | 0.07% | 00.0% | Unchanged |
| Value Partners Investments Inc. | 1,959 | $347.0K | 0.03% | +256+15.0% | Added |
| Equius Partners, Inc. | 1,956 | $347.0K | 0.15% | +1,956 | New |
| Capital Bank & Trust Co | 1,957 | $348.0K | 11.06% | 00.0% | Unchanged |
| Jasper Ridge Partners, L.P. | 1,977 | $351.0K | 0.01% | 00.0% | Unchanged |
| Letko, Brosseau & Associates Inc | 2,000 | $355.0K | 0.01% | 00.0% | Unchanged |
| Garrison Point Capital, LLC | 2,000 | $355.0K | 0.13% | 00.0% | Unchanged |
| Tranquilli Financial Advisor LLC | 2,008 | $357.0K | 0.25% | 00.0% | Unchanged |
| Consilio Wealth Advisors, LLC | 2,021 | $359.0K | 0.28% | +2,021 | New |
| Resolute Partners Group | 2,038 | $362.0K | 0.01% | −3,717−64.6% | Reduced |
| Tatro Capital, LLC | 2,091 | $371.0K | 0.27% | −525−20.1% | Reduced |
| Chartist Inc | 2,100 | $372.8K | 0.17% | −39−1.8% | Reduced |
| Knott David M Jr | 2,100 | $373.0K | 0.14% | +2,100 | New |
| Botty Investors LLC | 2,106 | $374.0K | 0.11% | −25,560−92.4% | Reduced |
| Mach-1 Financial Group, Inc. | 2,112 | $375.0K | 0.25% | +10.0% | Added |
| Peloton Wealth Strategists | 2,135 | $379.0K | 0.15% | 00.0% | Unchanged |
| Martel Wealth Advisors Inc | 2,155 | $382.6K | 0.09% | −125−5.5% | Reduced |
| Hillcrest Wealth Advisors - NY, LLC | 2,171 | $386.0K | 0.21% | 00.0% | Unchanged |
| Astoria Strategic Wealth, Inc. | 2,171 | $386.0K | 0.15% | +175+8.8% | Added |
| Alaska Permanent Fund Corp | 2,226 | $389.0K | 0.01% | +2,226 | New |
| Peconic Partners LLC | 2,200 | $391.0K | 0.03% | −1,800−45.0% | Reduced |
| Beddow Capital Management Inc | 2,200 | $391.0K | 0.22% | 00.0% | Unchanged |
| Hapanowicz & Associates Financial Services, Inc | 2,236 | $397.0K | 0.18% | +542+32.0% | Added |
| SigFig Wealth Management, LLC | 2,257 | $403.0K | 0.02% | +102+4.7% | Added |
| Wela Strategies, Inc. | 2,283 | $405.0K | 0.20% | −1,014−30.8% | Reduced |
| VERITY Wealth Advisors | 2,284 | $406.0K | 0.34% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 2,346 | $417.0K | 0.22% | −155−6.2% | Reduced |
| Tfo-TDC, LLC | 2,392 | $420.0K | 0.08% | −5,055−67.9% | Reduced |
| 3D/L Capital Management, LLC | 2,375 | $422.0K | 0.10% | +102+4.5% | Added |
| Lee Financial Group Hawaii, Inc. | 2,401 | $426.0K | 0.31% | −299−11.1% | Reduced |
| Rye Brook Capital LLC | 2,425 | $431.0K | 0.27% | +2,425 | New |
| Dravo Bay LLC | 2,698 | $431.0K | 0.37% | +2,698 | New |
| Sequent Asset Management, LLC | 2,430 | $432.0K | 0.24% | +172+7.6% | Added |
| Advisors Preferred, LLC | 2,381 | $433.0K | 0.04% | −581−19.6% | Reduced |
| Sprott Inc. | 2,440 | $433.0K | 0.03% | 00.0% | Unchanged |
| Berkeley, Inc | 2,456 | $436.2K | 0.29% | −208−7.8% | Reduced |
| Kinloch Capital, LLC | 2,466 | $438.0K | 0.27% | +232+10.4% | Added |
| Schwab Charitable Fund | 2,465 | $438.0K | 0.04% | +700+39.7% | Added |
| Erickson Financial Group, LLC | 2,464 | $438.0K | 0.38% | +2,464 | New |
| Websterrogers Financial Advisors, LLC | 2,483 | $441.0K | 0.10% | −687−21.7% | Reduced |
| Punch & Associates Investment Management, Inc. | 2,494 | $443.0K | 0.02% | +10.0% | Added |
| Southern Farm Bureau Life Insurance | 2,500 | $444.0K | 0.06% | 00.0% | Unchanged |
| Snider Financial Group | 2,438 | $444.0K | 0.19% | +1,088+80.6% | Added |
| Sageworth Trust Co | 2,516 | $447.0K | 0.03% | 00.0% | Unchanged |
| Passive Capital Management, LLC. | 2,520 | $447.5K | 0.25% | +2,520 | New |
| Ameraudi Asset Management, Inc. | 2,531 | $450.0K | 0.17% | −708−21.9% | Reduced |
| Adaptive Financial Consulting, LLC | 2,538 | $451.0K | 0.26% | +10.0% | Added |
| Coerente Capital Management | 2,570 | $456.0K | 0.09% | −50−1.9% | Reduced |
| Confluence Investment Management LLC | 2,588 | $460.0K | 0.01% | −56−2.1% | Reduced |
| Investments & Financial Planning, LLC | 2,717 | $468.0K | 0.42% | +2,717 | New |
| Moneywise, Inc. | 2,688 | $477.0K | 0.31% | −860−24.2% | Reduced |
| Stegner Investment Associates Inc. | 2,685 | $477.0K | 0.34% | +200+8.0% | Added |
| EPIQ Capital Group, LLC | 2,694 | $478.0K | 0.08% | +14+0.5% | Added |
| Leith Wheeler Investment Counsel Ltd. | 2,697 | $479.0K | 0.07% | −740−21.5% | Reduced |
| Turim 21 Investimentos Ltda. | 2,736 | $486.0K | 0.21% | −3,104−53.2% | Reduced |
| TCM Advisors, LLC | 2,748 | $488.0K | 0.43% | +2,748 | New |
| JMG Financial Group, Ltd. | 2,812 | $499.0K | 0.03% | −400−12.5% | Reduced |
| Hall Kathryn A. | 2,821 | $501.0K | 0.12% | +2,821 | New |
| ETF Store, Inc. | 2,904 | $502.0K | 0.38% | +2,904 | New |
| Cutler Group LP | 2,844 | $505.0K | 0.03% | +2,495+714.9% | Added |
| PACK Private Wealth, LLC | 2,849 | $506.0K | 0.40% | +2,849 | New |
| Transparent Wealth Partners LLC | 2,902 | $515.0K | 0.39% | +2,902 | New |
| Shaker Investments LLC | 2,904 | $516.0K | 0.22% | −100−3.3% | Reduced |
| Elgethun Capital Management | 2,841 | $516.0K | 0.18% | +187+7.0% | Added |
| Welch Capital Partners LLC | 2,922 | $519.0K | 0.11% | 00.0% | Unchanged |
| Capital CS Group, LLC | 2,957 | $525.0K | 0.41% | +1,543+109.1% | Added |
| Wakefield Asset Management LLLP | 2,968 | $527.0K | 0.18% | −45−1.5% | Reduced |
| Coulter & Justus Financial Services, LLC | 2,966 | $527.0K | 0.41% | +2,966 | New |
| Svenska Handelsbanken AB (publ) | 2,980 | $529.0K | 4.51% | 00.0% | Unchanged |
| BCK Partners, Inc. | 3,003 | $533.0K | 0.32% | 00.0% | Unchanged |
| CSS LLC | 3,000 | $533.0K | 0.02% | +3,000 | New |
| Phraction Management LLC | 3,016 | $536.0K | 0.32% | +3,016 | New |
| Endowment Wealth Management, Inc. | 3,038 | $540.0K | 0.55% | +3,038 | New |
| Stordahl Capital Management, Inc. | 3,057 | $543.0K | 0.20% | 00.0% | Unchanged |
| Vantage Consulting Group Inc | 3,075 | $546.0K | 0.15% | −389−11.2% | Reduced |
| Bellwether Advisors, LLC | 3,076 | $546.0K | 0.17% | +40+1.3% | Added |
| Appleton Group, LLC | 3,073 | $546.0K | 0.55% | +3,073 | New |
| Syntax Advisors, LLC | 3,075 | $546.0K | 0.40% | +3,075 | New |