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 |
|---|---|---|---|---|---|
| FirstPurpose Wealth LLC | 4,326 | $768.0K | 0.48% | +4,326 | New |
| Lanham O'Dell & Company, Inc. | 4,341 | $771.0K | 0.61% | +4,341 | New |
| JFG Wealth Management, LLC | 4,384 | $778.0K | 0.29% | −6,029−57.9% | Reduced |
| Adirondack Retirement Specialists, Inc. | 4,410 | $783.0K | 0.68% | 00.0% | Unchanged |
| Lake Point Wealth Management | 4,430 | $787.0K | 0.34% | +665+17.7% | Added |
| Cornerstone Wealth Advisors, Inc. | 4,524 | $803.0K | 0.27% | +566+14.3% | Added |
| KB Financial Partners, LLC | 4,552 | $808.0K | 0.23% | −29−0.6% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 4,806 | $811.0K | 0.51% | +4,806 | New |
| True Link Financial Advisors, LLC | 1,220 | $814.0K | 0.11% | 00.0% | Unchanged |
| Naviter Wealth, LLC | 4,591 | $815.0K | 0.24% | +4,591 | New |
| Halpern Financial, Inc. | 4,601 | $817.0K | 0.35% | +3,218+232.7% | Added |
| Ti-Trust, Inc | 4,601 | $817.0K | 0.73% | +4,601 | New |
| Barnett & Company, Inc. | 4,604 | $818.0K | 0.57% | −56−1.2% | Reduced |
| First Fiduciary Investment Counsel, Inc. | 4,628 | $822.0K | 0.15% | −1,025−18.1% | Reduced |
| Aquire Wealth Advisors, LLC | 4,627 | $822.0K | 0.43% | +4,627 | New |
| Beacon Wealthcare LLC | 4,636 | $823.0K | 0.37% | −607−11.6% | Reduced |
| Argyle Capital Management Inc. | 4,636 | $823.0K | 0.26% | 00.0% | Unchanged |
| Asset Management Resources, LLC | 4,644 | $825.0K | 0.72% | +4,644 | New |
| Schoolcraft Capital LLC | 4,670 | $829.3K | 0.25% | −141−2.9% | Reduced |
| Contravisory Investment Management, Inc. | 4,682 | $831.0K | 0.22% | +415+9.7% | Added |
| Advisory Research Inc | 4,689 | $833.0K | 0.07% | +37+0.8% | Added |
| Bridgewater Associates, LP | 4,703 | $835.0K | 0.00% | −72,897−93.9% | Reduced |
| Avant Capital LLC | 4,716 | $837.0K | 0.92% | +4,716 | New |
| IAG Wealth Partners, LLC | 4,720 | $838.0K | 0.27% | −53−1.1% | Reduced |
| Mid-American Wealth Advisory Group, Inc. | 4,720 | $838.0K | 0.67% | +4,720 | New |
| Syverson Strege & Co | 4,723 | $839.0K | 0.62% | +117+2.5% | Added |
| ASB Consultores, LLC | 4,724 | $839.0K | 0.41% | +4,724 | New |
| Warren Street Wealth Advisors, LLC | 4,759 | $845.0K | 0.79% | +4,759 | New |
| Truadvice, LLC | 4,838 | $846.0K | 0.79% | −27−0.6% | Reduced |
| Danda Trouve Investment Management, Inc. | 4,763 | $846.0K | 0.96% | −161−3.3% | Reduced |
| PCG Wealth Advisors, LLC | 4,769 | $848.0K | 0.59% | +4,769 | New |
| Syquant Capital SAS | 4,800 | $852.0K | 0.33% | −1,200−20.0% | Reduced |
| Reaves W H & Co Inc | 4,800 | $852.0K | 0.03% | 00.0% | Unchanged |
| Range Financial Group LLC | 4,819 | $856.0K | 0.56% | −3,028−38.6% | Reduced |
| Evolution Advisers, Inc. | 4,825 | $856.0K | 0.63% | +4,825 | New |
| Whitcomb & Hess, Inc. | 4,984 | $858.0K | 0.34% | +86+1.8% | Added |
| Intrepid Capital Management Inc | 4,845 | $860.0K | 0.44% | +1,766+57.4% | Added |
| Flagship Private Wealth, LLC | 4,847 | $861.0K | 0.63% | −34−0.7% | Reduced |
| Silver Lake Advisory, LLC | 4,848 | $861.0K | 0.40% | +3+0.1% | Added |
| LPWM LLC | 4,891 | $868.0K | 0.46% | +10.0% | Added |
| Cypress Point Wealth Management, LLC | 4,887 | $868.0K | 0.80% | +4+0.1% | Added |
| Piershale Financial Group, Inc. | 4,935 | $876.0K | 0.33% | −3,005−37.8% | Reduced |
| Geneva Partners, LLC | 4,945 | $878.0K | 0.44% | +87+1.8% | Added |
| Perkins Capital Management Inc | 4,950 | $879.0K | 0.59% | 00.0% | Unchanged |
| Inspire Advisors, LLC | 4,962 | $881.0K | 0.25% | +835+20.2% | Added |
| Gleason Group, Inc. | 4,983 | $885.0K | 0.29% | +573+13.0% | Added |
| CMT Capital Markets Trading GmbH | 5,000 | $888.0K | 0.26% | −70,663−93.4% | Reduced |
| Equitec Proprietary Markets, LLC | 5,000 | $888.0K | 0.47% | +5,000 | New |
| Axel Capital Management, LLC | 5,000 | $888.0K | 0.87% | +5,000 | New |
| Interchange Capital Partners, LLC | 5,011 | $889.0K | 0.89% | −20,427−80.3% | Reduced |
| Strategic Financial Partners, Ltd. | 5,042 | $895.0K | 0.44% | −20−0.4% | Reduced |
| Unconventional Investor, LLC | 5,048 | $896.0K | 0.89% | +5,048 | New |
| Johnson Financial Group, LLC | 5,077 | $901.0K | 0.15% | +153+3.1% | Added |
| Newport Capital Group, LLC | 5,109 | $907.0K | 0.67% | −500−8.9% | Reduced |
| Pearl River Capital, LLC | 5,122 | $910.0K | 0.25% | +5,122 | New |
| Riverwater Partners LLC | 5,135 | $912.0K | 0.81% | +5,135 | New |
| TD Ameritrade Investment Management, LLC | 5,160 | $916.0K | 0.01% | +1,792+53.2% | Added |
| Relative Value Partners Group, LLC | 5,173 | $919.0K | 0.07% | 00.0% | Unchanged |
| Arq Wealth Advisors, LLC | 5,187 | $921.0K | 0.65% | +40+0.8% | Added |
| Polar Asset Management Partners Inc. | 5,191 | $922.0K | 0.01% | +5,191 | New |
| Prism Advisors, Inc. | 5,208 | $925.0K | 0.30% | −779−13.0% | Reduced |
| Cranbrook Wealth Management, LLC | 5,238 | $930.0K | 0.20% | +185+3.7% | Added |
| Lowe Wealth Advisors, LLC | 5,257 | $933.0K | 0.41% | +295+5.9% | Added |
| Charles Schwab Investment Advisory, Inc. | 5,261 | $934.0K | 0.00% | −97−1.8% | Reduced |
| Merlin Capital LLC | 5,259 | $934.0K | 1.09% | +5,259 | New |
| Resource Consulting Group Inc | 5,272 | $936.0K | 0.33% | +5,272 | New |
| Arcus Capital Partners, LLC | 5,280 | $938.0K | 0.32% | −2,351−30.8% | Reduced |
| Allie Family Office LLC | 5,300 | $941.0K | 0.75% | +5,300 | New |
| Theory Financial LLC | 5,303 | $942.0K | 0.61% | +5,303 | New |
| Pillar Wealth Advisors, LLC | 5,322 | $945.0K | 0.90% | +5,322 | New |
| Jentner Corp | 5,342 | $949.0K | 0.62% | −78−1.4% | Reduced |
| Warner Financial, Inc | 5,349 | $950.0K | 0.79% | +5,349 | New |
| Tobam | 5,353 | $951.0K | 0.04% | −350−6.1% | Reduced |
| Hummer Financial Advisory Services Inc | 5,368 | $953.0K | 0.80% | 00.0% | Unchanged |
| F&V Capital Management, LLC | 5,400 | $959.0K | 0.32% | −420−7.2% | Reduced |
| Asset Planning Corporation | 5,455 | $969.0K | 0.83% | +70+1.3% | Added |
| Luxor Capital Group, LP | 5,482 | $973.0K | 0.03% | +5,482 | New |
| Mendel Money Management | 5,483 | $974.0K | 0.56% | −70−1.3% | Reduced |
| Maripau Wealth Management LLC | 5,688 | $979.0K | 0.93% | +5,688 | New |
| Horizon Family Wealth, Inc. | 5,519 | $980.0K | 1.00% | +5,519 | New |
| Empirical Asset Management, LLC | 5,525 | $981.0K | 0.95% | +5,525 | New |
| HighMark Wealth Management LLC | 5,551 | $986.0K | 0.63% | −113−2.0% | Reduced |
| LWS Wealth Advisors, Inc. | 5,563 | $988.0K | 0.40% | +1,397+33.5% | Added |
| Guardian Wealth Management, Inc. | 5,568 | $989.0K | 0.95% | +5,568 | New |
| Keystone Financial Services | 5,600 | $994.0K | 0.51% | +5,600 | New |
| Empowered Funds, LLC | 5,605 | $995.0K | 0.11% | +3,555+173.4% | Added |
| Peak Financial Advisors LLC | 5,633 | $1.00M | 0.77% | −45−0.8% | Reduced |
| Envoi LLC | 5,633 | $1.00M | 2.49% | 00.0% | Unchanged |
| Cullen Capital Management LLC | 5,640 | $1.00M | 0.01% | 00.0% | Unchanged |
| Mokosak Advisory Group, LLC | 5,636 | $1.00M | 0.38% | +107+1.9% | Added |
| Treasure Coast Financial Planning | 5,636 | $1.00M | 0.77% | +5,636 | New |
| Guidance Point Advisors, LLC | 5,659 | $1.00M | 0.36% | +4+0.1% | Added |
| Independent Family Office, LLC | 5,685 | $1.01M | 0.38% | +730+14.7% | Added |
| Keeley-Teton Advisors, LLC | 5,690 | $1.01M | 0.11% | 00.0% | Unchanged |
| Topel & Distasi Wealth Management, LLC | 5,695 | $1.01M | 0.41% | +5,695 | New |
| M.D. Sass Investors Services, Inc. | 5,740 | $1.02M | 0.16% | +5,740 | New |
| FFT Wealth Management LLC | 5,740 | $1.02M | 0.09% | +5,740 | New |
| James Reed Financial Services, Inc. | 5,749 | $1.02M | 0.97% | +5,749 | New |
| Aspire Capital Advisors LLC | 5,775 | $1.03M | 3.43% | +5,775 | New |
| Simplicity Wealth,LLC | 5,781 | $1.03M | 0.55% | +5,781 | New |