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; 6,150 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 | 6,150 | $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 |
|---|---|---|---|---|---|
| Harvest Management LLC | 3,130 | $556.0K | 0.43% | +530+20.4% | Added |
| Ridgewood Investments LLC | 3,143 | $558.0K | 0.35% | 00.0% | Unchanged |
| Goodwin Investment Advisory | 3,183 | $565.0K | 0.42% | +109+3.5% | Added |
| Harrison & Co Wealth Management, LLC | 3,182 | $565.0K | 0.48% | +3,182 | New |
| Patton Fund Management, Inc. | 3,200 | $568.0K | 0.17% | 00.0% | Unchanged |
| Teramo Advisors, LLC | 3,200 | $568.0K | 0.35% | +3,200 | New |
| Hobart Private Capital, LLC | 3,202 | $568.6K | 0.21% | −10,609−76.8% | Reduced |
| Mirsky Financial Management Corp. | 3,229 | $573.0K | 0.24% | −8−0.2% | Reduced |
| Mizuho Securities Co. Ltd. | 3,240 | $575.0K | 0.21% | −4,700−59.2% | Reduced |
| Compass Advisory Group LLC | 3,256 | $578.0K | 0.31% | −297−8.4% | Reduced |
| Cornerstone Investment Partners, LLC | 3,260 | $579.0K | 0.03% | −28,510−89.7% | Reduced |
| Armor Investment Advisors, LLC | 3,260 | $579.0K | 0.33% | +12+0.4% | Added |
| Lawson Kroeker Investment Management Inc | 3,300 | $586.0K | 0.18% | 00.0% | Unchanged |
| Private Wealth Group, LLC | 3,307 | $587.0K | 0.40% | +10.0% | Added |
| RFG Holdings, Inc. | 3,327 | $591.0K | 0.31% | +320+10.6% | Added |
| Crown Wealth Group, LLC | 3,329 | $591.0K | 0.55% | +3,329 | New |
| Horizon Financial Services, LLC | 3,340 | $593.1K | 0.36% | +600+21.9% | Added |
| Cassia Capital Partners, LLC | 3,344 | $594.0K | 0.40% | −23,342−87.5% | Reduced |
| Gibson Wealth Advisors LLC | 3,360 | $597.0K | 0.61% | +3,360 | New |
| Raub Brock Capital Management LP | 4,225 | $598.0K | 0.09% | 00.0% | Unchanged |
| Wealthsimple Inc. | 3,373 | $599.0K | 0.02% | +3,373 | New |
| Salzhauer Michael | 3,397 | $603.0K | 0.23% | +67+2.0% | Added |
| Arkansas Financial Group, Inc. | 3,402 | $604.0K | 0.12% | −756−18.2% | Reduced |
| Massachusetts Institute of Technology | 3,407 | $605.0K | 0.08% | +3,407 | New |
| Taylor, Cottrill, Erickson & Associates, Inc. | 3,426 | $608.0K | 0.18% | −153,070−97.8% | Reduced |
| Smart Money Group LLC | 3,421 | $608.0K | 0.39% | +267+8.5% | Added |
| Copperleaf Capital, LLC | 3,452 | $613.0K | 0.53% | +1,449+72.3% | Added |
| Neo Ivy Capital Management | 3,464 | $615.0K | 0.88% | +2,615+308.0% | Added |
| Cadence Wealth Management LLC | 3,481 | $618.0K | 0.68% | +6+0.2% | Added |
| Hoya Capital Real Estate, LLC | 3,500 | $621.0K | 12.90% | +3,500 | New |
| Beaumont Asset Management, L.L.C. | 3,520 | $625.0K | 0.42% | −3−0.1% | Reduced |
| Beacon Capital Management, Inc. | 3,528 | $626.0K | 0.02% | 00.0% | Unchanged |
| Cornerstone National Bank & Trust Co | 3,537 | $628.1K | 0.28% | 00.0% | Unchanged |
| Ashburton (Jersey) Ltd | 3,544 | $629.0K | 0.26% | −2,300−39.4% | Reduced |
| Cowen Prime Advisors LLC | 3,580 | $636.0K | 0.22% | 00.0% | Unchanged |
| Boyd Wealth Management, LLC | 3,609 | $641.0K | 0.47% | +3,609 | New |
| Iron Horse Wealth Management, LLC | 3,646 | $647.0K | 0.36% | +10.0% | Added |
| Ninepoint Partners LP | 3,647 | $648.0K | 0.24% | +352+10.7% | Added |
| Lowery Thomas, LLC | 3,656 | $649.0K | 0.45% | +3,656 | New |
| Diversified Investment Strategies, LLC | 3,676 | $653.0K | 0.47% | 00.0% | Unchanged |
| Donoghue Forlines LLC | 3,691 | $655.0K | 0.11% | −21,188−85.2% | Reduced |
| Motive Wealth Advisors | 3,690 | $655.0K | 0.39% | +362+10.9% | Added |
| BCM Advisors, LLC | 3,751 | $656.0K | 0.17% | −316−7.8% | Reduced |
| Acute Investment Advisory, LLC | 3,692 | $656.0K | 0.48% | +3,692 | New |
| Sensible Financial Planning & Management, LLC. | 3,731 | $663.0K | 0.19% | −2,206−37.2% | Reduced |
| Pachira Investments Inc. | 3,754 | $667.0K | 0.43% | +30+0.8% | Added |
| Blossom Wealth Management | 3,772 | $670.0K | 3.30% | −1,425−27.4% | Reduced |
| Veritas Investment Management (UK) Ltd | 3,779 | $671.0K | 0.10% | 00.0% | Unchanged |
| Night Owl Capital Management, LLC | 3,797 | $674.0K | 0.14% | −220−5.5% | Reduced |
| CenterBook Partners LP | 3,795 | $674.0K | 0.40% | +3,795 | New |
| Kraft Asset Management, LLC | 3,793 | $674.0K | 0.73% | +3,793 | New |
| O'Neil Global Advisors, Inc. | 3,802 | $675.0K | 1.11% | −1,895−33.3% | Reduced |
| Alethea Capital Management, LLC | 3,800 | $675.0K | 0.59% | −100−2.6% | Reduced |
| Spectrum Planning & Advisory Services Inc. | 3,821 | $679.0K | 0.62% | +211+5.8% | Added |
| Mma Asset Management LLC | 3,860 | $685.0K | 0.48% | 00.0% | Unchanged |
| Daniels&Tansey,LLP | 3,858 | $685.0K | 0.21% | +60+1.6% | Added |
| Beacon Financial Strategies CORP | 3,861 | $685.6K | 0.58% | +43+1.1% | Added |
| Bluestem Financial Advisors, LLC | 3,874 | $688.0K | 0.43% | +99+2.6% | Added |
| Laurel Wealth Planning LLC | 3,881 | $689.0K | 0.52% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 3,906 | $694.0K | 0.39% | 00.0% | Unchanged |
| Scott Capital Advisors, LLC | 3,913 | $695.0K | 0.42% | +3,913 | New |
| Cook Wealth Management Group LLC | 4,073 | $702.0K | 0.72% | +4,073 | New |
| Watchman Group, Inc. | 3,962 | $704.0K | 0.37% | −307−7.2% | Reduced |
| Personal Wealth Partners | 3,965 | $704.0K | 0.29% | +110+2.9% | Added |
| Alpha Omega Group, Inc. | 3,969 | $705.0K | 0.71% | +353+9.8% | Added |
| Caz Investments LP | 4,000 | $710.0K | 1.27% | 00.0% | Unchanged |
| Euro Pacific Asset Management, LLC | 4,000 | $710.0K | 0.16% | 00.0% | Unchanged |
| Boyar Asset Management Inc. | 3,996 | $710.0K | 0.43% | 00.0% | Unchanged |
| Aull & Monroe Investment Management Corp | 3,999 | $710.0K | 0.32% | +100+2.6% | Added |
| Asset Allocation & Management Company, LLC | 4,000 | $710.0K | 0.24% | +4,000 | New |
| Springs Capital (Hong Kong) Ltd | 4,000 | $710.0K | 1.98% | +4,000 | New |
| Evergreen Advisors, LLC | 4,007 | $711.0K | 0.24% | +3+0.1% | Added |
| NFC Investments, LLC | 4,017 | $713.0K | 0.15% | 00.0% | Unchanged |
| Lombard Odier Asset Management (USA) Corp | 4,025 | $715.0K | 0.11% | +1,275+46.4% | Added |
| JD Financial Services Inc. | 4,031 | $716.0K | 0.59% | −199−4.7% | Reduced |
| High Probability Advisors, LLC | 4,084 | $725.3K | 0.27% | +60+1.5% | Added |
| Twelve Points Wealth Management LLC | 4,102 | $728.0K | 0.59% | +4,102 | New |
| Briaud Financial Planning, Inc | 4,152 | $737.0K | 0.40% | 00.0% | Unchanged |
| Madden Advisory Services, Inc. | 4,152 | $737.0K | 0.48% | +223+5.7% | Added |
| Kearns & Associates LLC | 4,148 | $737.0K | 0.72% | +4,148 | New |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 4,160 | $739.0K | 0.36% | −670,730−99.4% | Reduced |
| Sage Financial Management Group, Inc. | 4,163 | $739.0K | 0.49% | +4,163 | New |
| Ruffer LLP | 4,062 | $742.0K | 0.02% | −714−14.9% | Reduced |
| Fairbanks Capital Management, Inc. | 4,176 | $742.0K | 0.54% | +4,176 | New |
| Silver Oak Advisory Group, Inc. | 4,177 | $742.0K | 0.47% | +4,177 | New |
| Codex Capital, L.L.C. | 4,200 | $743.4K | 0.39% | −5,000−54.3% | Reduced |
| H&H Retirement Design & Management INC | 4,578 | $745.0K | 0.47% | −596−11.5% | Reduced |
| SWM Advisors | 4,256 | $750.0K | 0.66% | +4,256 | New |
| Meixler Investment Management, Ltd. | 4,222 | $750.0K | 0.77% | +4,222 | New |
| Shapiro Capital Management LLC | 4,250 | $755.0K | 0.01% | −250−5.6% | Reduced |
| Tacita Capital Inc | 4,282 | $760.0K | 0.43% | 00.0% | Unchanged |
| Corbett Road Capital Management, LLC | 4,284 | $761.0K | 1.31% | −436−9.2% | Reduced |
| D. Scott Neal, Inc. | 4,287 | $761.0K | 0.29% | +1,857+76.4% | Added |
| HFG Advisors, Inc. | 4,296 | $763.0K | 0.86% | +4,296 | New |
| Van Strum & Towne Inc. | 4,302 | $764.0K | 0.28% | −50−1.1% | Reduced |
| Guardian Wealth Advisors, LLC | 4,302 | $764.0K | 0.61% | +10.0% | Added |
| Maryland Capital Advisors Inc. | 4,316 | $766.0K | 0.63% | +4,316 | New |
| AtlasMark Financial, Inc | 4,316 | $766.4K | 0.93% | 00.0% | Unchanged |
| McNaughton Wealth Management, LLC | 4,453 | $767.0K | 0.50% | +127+2.9% | Added |
| Castellan Group, LLC | 4,324 | $768.0K | 0.53% | −28,976−87.0% | Reduced |