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 |
|---|---|---|---|---|---|
| Partners in Financial Planning | 7,768 | $1.31M | 0.40% | +60+0.8% | Added |
| Weinberger Asset Management, Inc | 7,385 | $1.31M | 1.07% | +7,385 | New |
| Provident Investment Management, Inc. | 7,401 | $1.31M | 0.12% | 00.0% | Unchanged |
| Signify Wealth | 7,408 | $1.31M | 0.82% | 00.0% | Unchanged |
| NSI Retail Advisors, LLC | 7,416 | $1.32M | 0.22% | 00.0% | Unchanged |
| EWG Elevate Inc. | 7,427 | $1.32M | 0.65% | −270−3.5% | Reduced |
| Truvvo Partners LLC | 7,455 | $1.32M | 14.11% | −3,828−33.9% | Reduced |
| Axiom Advisory, LLC | 7,466 | $1.32M | 1.09% | +7,466 | New |
| NCM Capital Management, LLC | 7,514 | $1.33M | 1.18% | +7,514 | New |
| Foundry Partners, LLC | 7,516 | $1.33M | 0.05% | −409−5.2% | Reduced |
| qPULA Trading Management LP | 7,520 | $1.33M | 2.38% | +7,520 | New |
| Keeler & Nadler Financial Planning & Wealth Management | 7,541 | $1.34M | 1.23% | +7,541 | New |
| Eagle Bluffs Wealth Management LLC | 7,544 | $1.34M | 1.40% | +7,544 | New |
| Awm Capital, LLC | 7,559 | $1.34M | 1.02% | +12+0.2% | Added |
| Rice Hall James & Associates, LLC | 7,568 | $1.34M | 0.05% | 00.0% | Unchanged |
| La Financiere de L'Echiquier | 7,616 | $1.35M | 0.05% | +1,535+25.2% | Added |
| Elwood & Goetz Wealth Advisory Group, LLC | 7,629 | $1.35M | 0.42% | 00.0% | Unchanged |
| Shakespeare Wealth Management, Inc. | 7,639 | $1.36M | 0.48% | −121−1.6% | Reduced |
| Portland Investment Counsel Inc. | 7,656 | $1.36M | 0.59% | 00.0% | Unchanged |
| Proquility Private Wealth Partners, LLC | 7,902 | $1.36M | 0.48% | −1,603−16.9% | Reduced |
| Tolleson Wealth Management, Inc. | 7,670 | $1.36M | 0.37% | 00.0% | Unchanged |
| ACT Advisors, LLC. | 7,744 | $1.38M | 1.01% | +452+6.2% | Added |
| Santori & Peters | 7,760 | $1.38M | 0.73% | +10.0% | Added |
| Pariax, LLC | 7,766 | $1.38M | 1.35% | +7,766 | New |
| Oakwell Private Wealth Management, LLC | 7,795 | $1.38M | 0.69% | +615+8.6% | Added |
| Karlinski Andrew C | 7,828 | $1.39M | 2.55% | +7,828 | New |
| BancFirst Trust & Investment Management | 7,837 | $1.39M | 1.07% | +7,837 | New |
| Hunter Perkins Capital Management, LLC | 7,852 | $1.39M | 0.26% | −100−1.3% | Reduced |
| Sharkey, Howes & Javer | 7,855 | $1.40M | 0.32% | −1,255−13.8% | Reduced |
| Aufman Associates Inc | 7,860 | $1.40M | 1.03% | −14−0.2% | Reduced |
| Innova Wealth Partners | 7,860 | $1.40M | 0.99% | −10−0.1% | Reduced |
| Boston Standard Wealth Management, LLC | 7,864 | $1.40M | 0.39% | +5+0.1% | Added |
| Rex Capital Advisors, LLC | 7,872 | $1.40M | 0.74% | 00.0% | Unchanged |
| Maltin Wealth Management, Inc. | 7,877 | $1.40M | 0.84% | +93+1.2% | Added |
| PYA Waltman Capital, LLC | 7,905 | $1.40M | 0.72% | 00.0% | Unchanged |
| Avondale Wealth Management | 7,934 | $1.41M | 1.43% | −1,000−11.2% | Reduced |
| Fulcrum Equity Management | 7,933 | $1.41M | 0.53% | −88−1.1% | Reduced |
| VELA Investment Management, LLC | 7,945 | $1.41M | 0.95% | +7,945 | New |
| Weybosset Research & Management LLC | 7,969 | $1.42M | 0.53% | −118−1.5% | Reduced |
| Retirement Group, LLC | 7,974 | $1.42M | 0.62% | +1,533+23.8% | Added |
| Meridian Financial, LLC | 7,991 | $1.42M | 1.32% | +7,991 | New |
| LVZ Advisors, Inc. | 7,996 | $1.42M | 0.19% | −53−0.7% | Reduced |
| Schubert & Co | 8,002 | $1.42M | 1.44% | +8,002 | New |
| Defender Capital, LLC. | 8,014 | $1.42M | 0.46% | +1,515+23.3% | Added |
| Bayshore Asset Management, LLC | 8,012 | $1.42M | 1.03% | +8,012 | New |
| Apollon Wealth Management, LLC | 8,033 | $1.43M | 0.11% | −354,785−97.8% | Reduced |
| Client 1st Advisory Group, LLC | 8,066 | $1.43M | 0.70% | +1,688+26.5% | Added |
| Ironsides Asset Advisors, LLC | 8,073 | $1.43M | 0.40% | −1,550−16.1% | Reduced |
| Strategic Equity Management | 8,108 | $1.44M | 0.45% | +581+7.7% | Added |
| FSC Wealth Advisors, LLC | 8,146 | $1.45M | 0.98% | +8,146 | New |
| FundX Investment Group, LLC | 8,194 | $1.46M | 0.35% | 00.0% | Unchanged |
| SRN Advisors, LLC | 8,238 | $1.46M | 0.53% | +1,606+24.2% | Added |
| Hutner Capital Management Inc | 8,244 | $1.46M | 0.85% | +1,080+15.1% | Added |
| Salem Capital Management Inc | 8,260 | $1.47M | 0.76% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 8,267 | $1.47M | 0.50% | −233−2.7% | Reduced |
| Fca Corp | 8,279 | $1.47M | 0.50% | +3,709+81.2% | Added |
| Financial & Tax Architects, LLC | 8,284 | $1.47M | 0.60% | +273+3.4% | Added |
| Executive Wealth Group LLC | 8,295 | $1.47M | 0.91% | +10+0.1% | Added |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 8,374 | $1.49M | 1.38% | +1,210+16.9% | Added |
| Platinum Investment Management Ltd | 8,378 | $1.49M | 0.04% | −4,410−34.5% | Reduced |
| RiverGlades Family Offices LLC | 8,398 | $1.49M | 1.08% | −155−1.8% | Reduced |
| Insight Folios Inc | 8,414 | $1.49M | 0.70% | +1,411+20.1% | Added |
| Albert D Mason Inc | 8,430 | $1.50M | 0.89% | +31+0.4% | Added |
| Caxton Associates LP | 8,444 | $1.50M | 0.19% | +5,900+231.9% | Added |
| 17 Capital Partners, LLC | 8,489 | $1.51M | 1.37% | 00.0% | Unchanged |
| Conestoga Capital Advisors, LLC | 8,500 | $1.51M | 0.02% | +300+3.7% | Added |
| Armbruster Capital Management, Inc. | 8,527 | $1.51M | 0.35% | −2,693−24.0% | Reduced |
| NexWave Capital Partners LLC | 8,546 | $1.52M | 3.51% | +1,789+26.5% | Added |
| Triumph Capital Management | 8,564 | $1.52M | 0.66% | +1,257+17.2% | Added |
| Karpas Strategies, LLC | 8,630 | $1.53M | 0.49% | +4,530+110.5% | Added |
| Financial Strategies Group, Inc. | 8,640 | $1.53M | 0.63% | −346−3.9% | Reduced |
| Ashford Capital Management Inc | 8,652 | $1.54M | 0.15% | −3,598−29.4% | Reduced |
| United Maritime Capital LLC | 8,650 | $1.54M | 1.77% | −1,350−13.5% | Reduced |
| Corrado Advisors, LLC | 8,678 | $1.54M | 0.92% | −403−4.4% | Reduced |
| PFG Private Wealth Management, LLC | 8,687 | $1.54M | 0.80% | −596−6.4% | Reduced |
| Ratio Wealth Group | 8,697 | $1.54M | 0.46% | −640−6.9% | Reduced |
| ArrowMark Colorado Holdings LLC | 8,705 | $1.55M | 0.01% | −615−6.6% | Reduced |
| AllGen Financial Advisors, Inc. | 8,729 | $1.55M | 1.15% | +852+10.8% | Added |
| Ascension Capital Advisors, Inc. | 8,748 | $1.55M | 1.02% | −18−0.2% | Reduced |
| MBM Wealth Consultants, LLC | 8,752 | $1.55M | 0.64% | −11−0.1% | Reduced |
| LifePro Asset Management | 8,757 | $1.55M | 0.46% | +190+2.2% | Added |
| APCM Wealth Management for Individuals | 8,770 | $1.56M | 0.28% | +702+8.7% | Added |
| Sippican Capital Advisors | 8,781 | $1.56M | 1.32% | −115−1.3% | Reduced |
| Sonen Capital LLC | 8,807 | $1.56M | 1.51% | +8,807 | New |
| Baron Financial Group, LLC | 8,814 | $1.57M | 0.89% | −20−0.2% | Reduced |
| Jackson Thornton Asset Management, LLC | 8,820 | $1.57M | 0.45% | +8,820 | New |
| First International Bank & Trust | 8,827 | $1.57M | 0.55% | +8,827 | New |
| CarsonAllaria Wealth Management, Ltd. | 8,832 | $1.57M | 1.39% | +8,832 | New |
| Rempart Asset Management Inc. | 8,840 | $1.57M | 0.30% | +8,840 | New |
| American Asset Management Inc. | 8,866 | $1.57M | 1.39% | −7−0.1% | Reduced |
| Burns Matteson Capital Management, LLC | 8,885 | $1.58M | 1.07% | +802+9.9% | Added |
| First Pacific Financial | 8,892 | $1.58M | 0.76% | −112−1.2% | Reduced |
| Park Circle Co | 8,900 | $1.58M | 1.28% | 00.0% | Unchanged |
| Asset Advisors Investment Management, LLC | 8,926 | $1.58M | 0.16% | −240−2.6% | Reduced |
| Cedar Mountain Advisors, LLC | 8,933 | $1.59M | 0.49% | +6+0.1% | Added |
| Davidson Capital Management Inc. | 8,931 | $1.59M | 0.87% | +282+3.3% | Added |
| Family CFO Inc | 8,932 | $1.59M | 1.53% | +8,932 | New |
| Probity Advisors, Inc. | 8,935 | $1.59M | 0.31% | −2,679−23.1% | Reduced |
| Biltmore Wealth Management, LLC | 8,936 | $1.59M | 0.60% | +224+2.6% | Added |
| Oliver Luxxe Assets LLC | 8,949 | $1.59M | 0.40% | +49+0.6% | Added |