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 |
|---|---|---|---|---|---|
| Hyperion Capital Advisors LP | 5,792 | $1.03M | 0.23% | 00.0% | Unchanged |
| Wiser Wealth Management, Inc | 5,796 | $1.03M | 0.50% | +818+16.4% | Added |
| Ballew Advisors, Inc | 5,966 | $1.03M | 0.72% | −7,315−55.1% | Reduced |
| Enhancing Capital LLC | 5,827 | $1.03M | 1.12% | +5,827 | New |
| IronBridge Private Wealth, LLC | 5,839 | $1.04M | 0.54% | +1,021+21.2% | Added |
| MAS Advisors LLC | 5,818 | $1.04M | 0.76% | +5,818 | New |
| Intergy Private Wealth, LLC | 5,852 | $1.04M | 0.81% | +5,852 | New |
| Financial Futures Ltd Liability Co. | 5,874 | $1.04M | 0.85% | +5,874 | New |
| Red Tortoise LLC | 5,884 | $1.04M | 0.77% | +398+7.3% | Added |
| Monolith Advisors | 5,888 | $1.05M | 0.84% | +5,888 | New |
| Covey Capital Advisors, LLC | 5,900 | $1.05M | 0.84% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 5,926 | $1.05M | 1.19% | +350+6.3% | Added |
| Trinity Wealth Management, LLC | 5,945 | $1.06M | 0.73% | +104+1.8% | Added |
| Simplify Asset Management Inc. | 5,952 | $1.06M | 0.13% | +2,773+87.2% | Added |
| BMS Financial Advisors, LLC | 5,950 | $1.06M | 0.67% | +5,950 | New |
| Capital Management Corp | 5,956 | $1.06M | 0.22% | +450+8.2% | Added |
| Keene & Associates, Inc. | 5,981 | $1.06M | 0.92% | +5,981 | New |
| Savior LLC | 5,966 | $1.06M | 0.91% | −1,218−17.0% | Reduced |
| Jenkins Wealth | 6,304 | $1.06M | 0.41% | +6,304 | New |
| Periscope Capital Inc. | 6,018 | $1.07M | 0.03% | +6,018 | New |
| Holland Advisory Services, Inc. | 6,048 | $1.07M | 1.24% | +6,048 | New |
| North Point Portfolio Managers Corp | 6,068 | $1.08M | 0.14% | +360+6.3% | Added |
| Lane Generational LLC | 6,126 | $1.09M | 0.94% | +6,126 | New |
| Hill Island Financial LLC | 6,138 | $1.09M | 0.39% | +6,138 | New |
| Oberweis Asset Management Inc | 6,146 | $1.09M | 0.20% | −1,309−17.6% | Reduced |
| Brand Asset Management Group, Inc. | 6,145 | $1.09M | 0.49% | −897−12.7% | Reduced |
| Continental Investors Services, Inc. | 6,260 | $1.09M | 2.91% | +6,260 | New |
| Keystone Wealth Partners | 6,159 | $1.09M | 0.48% | +1,215+24.6% | Added |
| WorthPointe, LLC | 8,010 | $1.10M | 0.98% | +8,010 | New |
| Stewardship Advisors, LLC | 6,201 | $1.10M | 0.40% | +2,950+90.7% | Added |
| New England Professional Planning Group Inc. | 6,427 | $1.11M | 0.67% | +793+14.1% | Added |
| Jacobson & Schmitt Advisors, LLC | 6,245 | $1.11M | 0.27% | 00.0% | Unchanged |
| Covestor Ltd | 6,275 | $1.11M | 1.56% | +6,275 | New |
| Tucker Asset Management LLC | 6,261 | $1.12M | 0.36% | +259+4.3% | Added |
| Truefg, LLC | 6,289 | $1.12M | 0.49% | +192+3.1% | Added |
| CPR Investments Inc. | 6,349 | $1.13M | 0.81% | +6,349 | New |
| Triasima Portfolio Management inc. | 6,350 | $1.13M | 0.05% | −430−6.3% | Reduced |
| Odey Holdings Ltd | 6,354 | $1.13M | 6.27% | 00.0% | Unchanged |
| BlueSky Wealth Advisors, LLC | 6,368 | $1.13M | 0.21% | −971−13.2% | Reduced |
| Your Advocates Ltd., LLP | 6,367 | $1.13M | 0.64% | −256−3.9% | Reduced |
| Columbus Macro, LLC | 6,373 | $1.13M | 0.38% | −309−4.6% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 6,383 | $1.13M | 0.16% | +1,299+25.6% | Added |
| MorganRosel Wealth Management, LLC | 6,394 | $1.14M | 0.55% | +70+1.1% | Added |
| Ackerman Capital Advisors, LLC | 6,405 | $1.14M | 0.26% | +17+0.3% | Added |
| Macroview Investment Management LLC | 6,422 | $1.14M | 1.46% | −63−1.0% | Reduced |
| Rodgers & Associates, LTD | 6,427 | $1.14M | 0.17% | +10.0% | Added |
| Compton Financial Group, LLC | 6,432 | $1.14M | 0.46% | +100+1.6% | Added |
| RWWM, Inc. | 6,464 | $1.15M | 0.14% | +16+0.2% | Added |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 6,485 | $1.15M | 0.01% | −160−2.4% | Reduced |
| All Season Financial Advisors, Inc. | 6,487 | $1.15M | 0.80% | +3,583+123.4% | Added |
| Presidio Capital Management, LLC | 6,489 | $1.15M | 0.99% | +6,489 | New |
| Palladiem, LLC | 6,497 | $1.15M | 0.93% | 00.0% | Unchanged |
| Brookfield Asset Management Inc. | 6,512 | $1.16M | 0.00% | +6,512 | New |
| Prentice Wealth Management LLC | 6,526 | $1.16M | 0.54% | −1,704−20.7% | Reduced |
| USAdvisors Wealth Management, LLC | 6,554 | $1.16M | 0.47% | +230+3.6% | Added |
| Greenhouse Wealth Management, LLC | 6,595 | $1.17M | 1.05% | −12,871−66.1% | Reduced |
| Insight Wealth Partners, LLC | 6,621 | $1.18M | 0.65% | +2,311+53.6% | Added |
| Cornerstone Advisors Asset Management, LLC | 6,626 | $1.18M | 0.89% | +6,626 | New |
| AMJ Financial Wealth Management | 6,635 | $1.18M | 0.43% | −2,802−29.7% | Reduced |
| Graham Capital Wealth Management, LLC | 6,717 | $1.19M | 0.97% | +6,717 | New |
| Heartwood Wealth Advisors LLC | 6,732 | $1.20M | 0.18% | +5+0.1% | Added |
| Seneca Financial Advisors LLC | 6,747 | $1.20M | 0.71% | +1,126+20.0% | Added |
| Rather & Kittrell, Inc. | 6,758 | $1.20M | 1.06% | +6,758 | New |
| 5th Street Advisors, LLC | 6,787 | $1.21M | 1.14% | +6,787 | New |
| Lesa Sroufe & Co | 6,803 | $1.21M | 1.21% | +10.0% | Added |
| Financial Planning & Information Services, Inc. | 6,837 | $1.21M | 0.30% | +67+1.0% | Added |
| Mason Investment Advisory Services, Inc. | 6,842 | $1.21M | 0.10% | +1,166+20.5% | Added |
| ForthRight Wealth Management, LLC | 6,874 | $1.22M | 0.67% | −365−5.0% | Reduced |
| McNamara Financial Services, Inc. | 6,874 | $1.22M | 0.32% | −30−0.4% | Reduced |
| Kerntke Otto McGlone Wealth Management Group | 6,901 | $1.23M | 1.49% | +2,123+44.4% | Added |
| Sassicaia Capital Advisers LLC | 6,900 | $1.23M | 8.44% | +6,900 | New |
| New Legacy Group, LLC | 6,900 | $1.23M | 0.24% | +6,900 | New |
| BTG Pactual Global Asset Management Ltd | 6,902 | $1.23M | 1.28% | +6,010+673.8% | Added |
| Courage Miller Partners, LLC | 6,911 | $1.23M | 0.46% | +11+0.2% | Added |
| Disciplined Growth Investors Inc | 6,932 | $1.23M | 0.02% | +3,787+120.4% | Added |
| Norwood Financial Corp | 6,960 | $1.24M | 1.71% | +6,960 | New |
| Riversedge Advisors, LLC | 7,004 | $1.24M | 0.39% | −1,218−14.8% | Reduced |
| Keating Investment Counselors Inc | 7,015 | $1.25M | 0.55% | −55−0.8% | Reduced |
| National Wealth Management Group, LLC | 7,061 | $1.25M | 1.17% | +7,061 | New |
| Aletheian Wealth Advisors LLC | 7,068 | $1.25M | 1.23% | +7,068 | New |
| Reston Wealth Management LLC | 7,076 | $1.26M | 0.61% | +47+0.7% | Added |
| Lockerman Financial Group, Inc. | 7,084 | $1.26M | 3.29% | +7,084 | New |
| Kanen Wealth Management LLC | 7,080 | $1.26M | 0.43% | 00.0% | Unchanged |
| Coury Firm Asset Management LLC | 7,406 | $1.26M | 0.96% | +7,406 | New |
| Schwartz Investment Counsel Inc | 7,100 | $1.26M | 0.05% | 00.0% | Unchanged |
| Davy Global Fund Management Ltd | 7,127 | $1.27M | 0.19% | −19,842−73.6% | Reduced |
| Earnest Partners LLC | 7,143 | $1.27M | 0.01% | −386−5.1% | Reduced |
| Walleye Capital LLC | 7,195 | $1.28M | 0.04% | +3,083+75.0% | Added |
| Sanchez Wealth Management Group | 7,209 | $1.28M | 0.54% | +17+0.2% | Added |
| Howard Capital Management Inc. | 7,273 | $1.28M | 0.16% | +1,184+19.4% | Added |
| Marshall Financial Group Inc | 7,240 | $1.29M | 0.50% | +53+0.7% | Added |
| Operose Advisors LLC | 7,258 | $1.29M | 1.05% | +7,258 | New |
| Tri-Star Advisors Inc. | 7,368 | $1.29M | 0.54% | +6+0.1% | Added |
| Altus Wealth Management, LLC | 7,272 | $1.29M | 0.77% | +206+2.9% | Added |
| Hayden Royal, LLC | 7,294 | $1.29M | 3.03% | −324−4.3% | Reduced |
| Morris Financial Concepts, Inc. | 7,292 | $1.29M | 1.08% | +7,292 | New |
| Heritage Way Advisors, LLC | 7,345 | $1.30M | 0.49% | −146−1.9% | Reduced |
| Market Street Wealth Management Advisors LLC | 7,349 | $1.30M | 0.43% | −766−9.4% | Reduced |
| Avenue 1 Advisors, LLC | 7,351 | $1.30M | 0.69% | +27+0.4% | Added |
| Vista Private Wealth Partners. LLC | 7,191 | $1.31M | 0.50% | +783+12.2% | Added |