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 8 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
- 4,403
- +613 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
- 681
- 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 | 6,135 | $2.40T |
| Q4 2025 | 6,131 | $2.61T |
| Q3 2025 | 5,617 | $2.35T |
| Q2 2025 | 5,600 | $1.93T |
| Q1 2025 | 5,608 | $2.08T |
| Q4 2024 | 5,672 | $2.36T |
| Q3 2024 | 5,106 | $2.17T |
| Q2 2024 | 5,133 | $1.98T |
| Q1 2024 | 5,024 | $1.61T |
| Q4 2023 | 4,977 | $1.81T |
| Q3 2023 | 4,619 | $1.60T |
| Q2 2023 | 4,595 | $1.82T |
| Q1 2023 | 4,525 | $1.55T |
| Q4 2022 | 4,556 | $1.21T |
| Q3 2022 | 4,347 | $1.29T |
| Q2 2022 | 4,340 | $1.28T |
| Q1 2022 | 4,391 | $1.66T |
| Q4 2021 | 4,403 | $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 |
|---|---|---|---|---|---|
| MKD Wealth Coaches, LLC | 8,948 | $1.59M | 2.17% | +1,632+22.3% | Added |
| Vista Investment Management | 8,967 | $1.59M | 0.86% | −321−3.5% | Reduced |
| Lyon Street Capital, LLC | 9,000 | $1.60M | 1.59% | +9,000 | New |
| Treynor Bancshares, Inc. | 9,022 | $1.60M | 1.03% | +9,022 | New |
| Harbor Group, Inc. | 9,025 | $1.60M | 0.95% | −639−6.6% | Reduced |
| Holistic Financial Partners | 9,041 | $1.60M | 0.93% | −126−1.4% | Reduced |
| Drive Wealth Management, LLC | 9,049 | $1.61M | 1.41% | +9,049 | New |
| Alpha DNA Investment Management LLC | 9,084 | $1.61M | 1.03% | −12,785−58.5% | Reduced |
| Paragon Advisors, LLC | 9,121 | $1.62M | 0.79% | +127+1.4% | Added |
| Joseph Group Capital Management | 9,187 | $1.63M | 1.57% | +9,187 | New |
| Marotta Asset Management | 9,197 | $1.63M | 0.37% | −759−7.6% | Reduced |
| Carmel Capital Partners, LLC | 9,216 | $1.64M | 1.22% | +9,216 | New |
| Steward Financial Group LLC | 9,221 | $1.64M | 1.51% | +9,221 | New |
| Capital Investment Services of America, Inc. | 9,223 | $1.64M | 0.15% | −414−4.3% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 9,214 | $1.64M | 0.48% | −3,404−27.0% | Reduced |
| Fortis Advisors, LLC | 9,250 | $1.64M | 0.95% | −260−2.7% | Reduced |
| SRB Corp | 9,260 | $1.64M | 0.09% | −2,077−18.3% | Reduced |
| Regal Wealth Group, Inc. | 9,306 | $1.65M | 0.93% | −596−6.0% | Reduced |
| Omega Financial Group, LLC | 9,310 | $1.65M | 0.73% | +350+3.9% | Added |
| Horrell Capital Management, Inc. | 9,329 | $1.66M | 0.52% | 00.0% | Unchanged |
| Gruss & Co., LLC | 9,360 | $1.66M | 4.46% | −90−1.0% | Reduced |
| Bond & Devick Financial Network, Inc. | 9,375 | $1.67M | 1.25% | −110−1.2% | Reduced |
| Pacifica Capital Investments, LLC | 9,400 | $1.67M | 0.51% | 00.0% | Unchanged |
| Wedgewood Investors Inc | 9,399 | $1.67M | 1.97% | +465+5.2% | Added |
| Epic Trust Investment Advisors, LLC | 9,401 | $1.67M | 2.42% | +9,401 | New |
| Gibson Capital, LLC | 9,440 | $1.67M | 0.39% | −20.0% | Reduced |
| Quantamental Technologies LLC | 9,420 | $1.67M | 0.85% | +3,020+47.2% | Added |
| Afg Fiduciary Services Limited Partnership | 9,426 | $1.67M | 1.18% | +9,426 | New |
| Eliot Finkel Investment Counsel, LLC | 9,451 | $1.68M | 0.98% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 9,453 | $1.68M | 1.29% | +9,453 | New |
| Atom Investors LP | 9,467 | $1.68M | 0.46% | +6,400+208.7% | Added |
| Aristotle Capital Management, LLC | 9,477 | $1.68M | 0.00% | +1,477+18.5% | Added |
| West Bancorporation Inc | 9,508 | $1.69M | 1.33% | +9,508 | New |
| Wealthcare Capital Management LLC | 9,529 | $1.69M | 0.16% | −864−8.3% | Reduced |
| OLIO Financial Planning | 9,526 | $1.69M | 1.01% | +9,526 | New |
| BEAM Asset Management, LLC | 9,580 | $1.70M | 1.95% | −21,398−69.1% | Reduced |
| Ferguson Shapiro LLC | 9,608 | $1.71M | 0.93% | −168−1.7% | Reduced |
| Disciplined Investments, LLC | 9,607 | $1.71M | 0.76% | +305+3.3% | Added |
| Affinia Financial Group, LLC | 10,075 | $1.71M | 1.11% | −45−0.4% | Reduced |
| Driehaus Capital Management LLC | 9,647 | $1.71M | 0.02% | −207−2.1% | Reduced |
| BlackDiamond Wealth Management Inc. | 9,649 | $1.71M | 1.97% | +9,649 | New |
| Northern Capital Management, Inc. | 9,652 | $1.71M | 1.37% | +51+0.5% | Added |
| Access Financial Services, Inc. | 9,679 | $1.72M | 0.77% | +235+2.5% | Added |
| Flow Traders U.S. LLC | 9,736 | $1.73M | 0.09% | +9,736 | New |
| Pitti Group Wealth Management, LLC | 9,737 | $1.73M | 1.93% | +9,737 | New |
| WealthCare Investment Partners, LLC | 9,748 | $1.73M | 1.67% | +9,748 | New |
| Adams Wealth Management | 9,761 | $1.73M | 0.56% | −2,362−19.5% | Reduced |
| Vantage Financial Partners Ltd., Inc. | 9,764 | $1.73M | 0.88% | −2,500−20.4% | Reduced |
| American Planning Services, Inc. | 9,766 | $1.73M | 1.53% | +9,766 | New |
| Flower City Capital | 9,775 | $1.74M | 1.69% | +9,775 | New |
| Wealthstar Advisors, LLC | 9,785 | $1.74M | 0.60% | −149−1.5% | Reduced |
| Cohen Capital Management, Inc. | 9,827 | $1.75M | 0.29% | 00.0% | Unchanged |
| Bennicas & Associates, Inc. | 9,830 | $1.75M | 0.91% | −12−0.1% | Reduced |
| Concorde Asset Management, LLC | 9,887 | $1.75M | 1.07% | −2,879−22.6% | Reduced |
| Heck Capital Advisors, LLC | 9,852 | $1.75M | 0.32% | −708−6.7% | Reduced |
| Orin Green Financial, LLC | 10,233 | $1.76M | 1.28% | −9,131−47.2% | Reduced |
| Stone Asset Management Inc. | 9,914 | $1.76M | 1.04% | +9,914 | New |
| Camarda Financial Advisors, LLC | 9,923 | $1.76M | 1.00% | +4,853+95.7% | Added |
| Trevian Wealth Management LLC | 9,921 | $1.76M | 1.69% | +9,921 | New |
| Kempen Capital Management N.V. | 9,960 | $1.77M | 0.05% | −2,079−17.3% | Reduced |
| Chiron Capital Management, LLC | 9,969 | $1.77M | 1.28% | −100−1.0% | Reduced |
| Greytown Advisors Inc. | 9,976 | $1.77M | 0.75% | +263+2.7% | Added |
| Wealth Enhancement & Preservation of GA, LLC | 9,979 | $1.77M | 1.19% | +91+0.9% | Added |
| Lauterbach Financial Advisors, LLC | 9,991 | $1.77M | 1.57% | +9,991 | New |
| Game Creek Capital, LP | 10,000 | $1.78M | 0.89% | −1,125−10.1% | Reduced |
| Long Focus Capital Management, LLC | 10,000 | $1.78M | 0.48% | +10,000 | New |
| Helios Capital Management Pte. Ltd | 10,000 | $1.78M | 1.61% | +10,000 | New |
| Stonebridge Financial Planning Group, LLC | 10,437 | $1.78M | 0.93% | −100−0.9% | Reduced |
| Quattro Financial Advisors LLC | 10,052 | $1.78M | 0.63% | −13,754−57.8% | Reduced |
| ETF Portfolio Partners, Inc. | 10,080 | $1.79M | 0.68% | 00.0% | Unchanged |
| CenterStar Asset Management, LLC | – | $1.79M | 1.37% | – | – |
| Sage Private Wealth Group, LLC | 10,110 | $1.79M | 2.23% | +16+0.2% | Added |
| Dopkins Wealth Management, LLC | 10,107 | $1.79M | 1.77% | +10,107 | New |
| Hanlon Investment Management, Inc. | 10,124 | $1.80M | 0.35% | +66+0.7% | Added |
| GenWealth Group, Inc. | 10,141 | $1.80M | 0.49% | +293+3.0% | Added |
| BIT Capital GmbH | 10,145 | $1.80M | 0.14% | −14,261−58.4% | Reduced |
| Heritage Investment Group, Inc. | 10,151 | $1.80M | 1.42% | +10,151 | New |
| Prosperity Planning, Inc. | 10,160 | $1.80M | 0.91% | 00.0% | Unchanged |
| Insight 2811, Inc. | 10,158 | $1.80M | 1.02% | +3,206+46.1% | Added |
| Wallace Capital Management Inc. | 10,177 | $1.81M | 0.25% | −2,584−20.2% | Reduced |
| Hirtle Callaghan & Co LLC | 10,178 | $1.81M | 0.09% | +7,326+256.9% | Added |
| Old North State Wealth Management, LLC | 10,176 | $1.81M | 1.82% | +10,176 | New |
| RHS Financial, LLC | 10,194 | $1.81M | 1.26% | −94−0.9% | Reduced |
| Voya Financial Advisors, Inc. | 10,159 | $1.81M | 0.20% | +1,012+11.1% | Added |
| Sym Financial Corp | 10,197 | $1.81M | 0.70% | +30.0% | Added |
| Cavalier Investments, LLC | 10,217 | $1.81M | 0.47% | −533−5.0% | Reduced |
| Johnson Midwest Financial, LLC | 10,241 | $1.82M | 1.36% | −36−0.4% | Reduced |
| Ten Capital Wealth Advisors, LLC | 10,251 | $1.82M | 0.74% | +700+7.3% | Added |
| Soundmark Wealth Management, LLC | 10,278 | $1.82M | 1.25% | −5,066−33.0% | Reduced |
| DSC Advisors, L.P. | 10,319 | $1.83M | 2.12% | −867−7.8% | Reduced |
| Roth Financial Partners LLC | 10,340 | $1.84M | 1.31% | 00.0% | Unchanged |
| MKT Advisors LLC | 11,506 | $1.84M | 1.44% | +11,506 | New |
| Kennicott Capital Management LLC | 10,358 | $1.84M | 1.11% | +2,445+30.9% | Added |
| Prentiss Smith & Co Inc | 10,380 | $1.84M | 0.87% | −100−1.0% | Reduced |
| Virginia Wealth Management Group, Inc. | 10,385 | $1.84M | 1.66% | +10,385 | New |
| WJ Wealth Management, LLC | 10,390 | $1.84M | 1.10% | +35+0.3% | Added |
| Community Capital Management, Inc. | 10,400 | $1.85M | 1.98% | −12,600−54.8% | Reduced |
| Sutton Place Investors LLC | 10,424 | $1.85M | 2.13% | +10,424 | New |
| S. Muoio & Co. LLC | 10,428 | $1.85M | 1.92% | 00.0% | Unchanged |
| Quantedge Capital Pte Ltd | 10,500 | $1.86M | 0.79% | −200−1.9% | Reduced |