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 |
|---|---|---|---|---|---|
| FC Advisory LLC | 10,505 | $1.86M | 0.78% | +128+1.2% | Added |
| swisspartners Ltd. | 10,367 | $1.87M | 1.32% | −470−4.3% | Reduced |
| Fort, L.P. | 10,535 | $1.87M | 0.61% | −931−8.1% | Reduced |
| Maxele Advisors, LLC | 10,555 | $1.87M | 2.16% | +10,555 | New |
| KWMG, LLC | 10,594 | $1.88M | 0.25% | +142+1.4% | Added |
| Moisand Fitzgerald Tamayo, LLC | 10,593 | $1.88M | 0.53% | +668+6.7% | Added |
| Lathrop Investment Management Corp | 10,611 | $1.88M | 0.37% | −472−4.3% | Reduced |
| Coho Partners, Ltd. | 10,608 | $1.88M | 0.03% | −368−3.4% | Reduced |
| Shelton Wealth Management, LLC | 10,632 | $1.89M | 1.49% | +10,632 | New |
| Cohen & Steers, Inc. | 10,687 | $1.90M | 0.00% | +1,009+10.4% | Added |
| DHJJ Financial Advisors, Ltd. | 10,712 | $1.90M | 0.89% | +204+1.9% | Added |
| Grace & White Inc | 10,719 | $1.90M | 0.35% | −600−5.3% | Reduced |
| Advanced Research Investment Solutions, LLC | 10,740 | $1.91M | 0.69% | +281+2.7% | Added |
| Gainplan LLC | 10,747 | $1.91M | 0.82% | −639−5.6% | Reduced |
| Roble, Belko & Company, Inc | 10,746 | $1.91M | 0.36% | 00.0% | Unchanged |
| Green Alpha Advisors, LLC | 10,772 | $1.91M | 1.29% | +122+1.1% | Added |
| Woodward Financial Advisors, Inc. | 10,794 | $1.92M | 1.94% | +10,794 | New |
| Riverpoint Wealth Management Holdings, LLC | 10,836 | $1.92M | 0.65% | −2,146−16.5% | Reduced |
| Warwick Investment Management, Inc. | 10,850 | $1.93M | 0.97% | +10,850 | New |
| Future Financial Wealth Managment LLC | 10,591 | $1.93M | 1.54% | −829−7.3% | Reduced |
| Ullmann Financial Group, Inc. | 10,866 | $1.93M | 0.52% | +441+4.2% | Added |
| Fiduciary Planning LLC | 10,881 | $1.93M | 1.09% | −19,453−64.1% | Reduced |
| Valley Forge Investment Consultants Inc Adv | 10,956 | $1.95M | 0.86% | −1,005−8.4% | Reduced |
| Divergent Planning, LLC | 10,885 | $1.96M | 1.43% | −23−0.2% | Reduced |
| Leonard Rickey Investment Advisors P.L.L.C. | 11,056 | $1.96M | 0.72% | +77+0.7% | Added |
| Westwood Management Corp | 11,092 | $1.97M | 0.15% | 00.0% | Unchanged |
| 360 Financial, Inc. | 11,098 | $1.97M | 0.90% | +850+8.3% | Added |
| Hubbell Strickland Wealth Management, LLC | 11,135 | $1.98M | 1.09% | −357−3.1% | Reduced |
| Sage Investment Advisers LLC | 11,132 | $1.98M | 2.54% | +11,132 | New |
| Pavion Blue Capital, LLC | 11,168 | $1.98M | 1.15% | −335−2.9% | Reduced |
| Saiph Capital, LLC | 11,181 | $1.99M | 1.31% | +11,181 | New |
| Easterly Investment Partners LLC | 11,187 | $1.99M | 0.14% | 00.0% | Unchanged |
| Miller Investment Management, LP | 11,207 | $1.99M | 0.28% | 00.0% | Unchanged |
| Refined Wealth Management | 11,217 | $1.99M | 1.54% | +491+4.6% | Added |
| Conservest Capital Advisors, Inc. | 11,233 | $2.00M | 0.21% | +37+0.3% | Added |
| Fortune 45 LLC | 11,238 | $2.00M | 1.75% | +11,238 | New |
| Powers Advisory Group, LLC | 11,248 | $2.00M | 1.41% | +11,248 | New |
| Gill Capital Partners, LLC | 11,291 | $2.00M | 0.89% | +222+2.0% | Added |
| Compass Ion Advisors, LLC | 11,294 | $2.00M | 0.64% | +1,913+20.4% | Added |
| Infusive Asset Management Inc. | 11,333 | $2.01M | 0.70% | −1,604−12.4% | Reduced |
| New Perspectives, Inc | 11,339 | $2.01M | 1.42% | −860−7.0% | Reduced |
| United Community Bank | 11,342 | $2.01M | 2.01% | +11,342 | New |
| Vista Finance, LLC | 11,351 | $2.02M | 2.08% | +11,351 | New |
| Requisite Capital Management, LLC | 11,361 | $2.02M | 0.63% | +2,000+21.4% | Added |
| McClarren Financial Advisors, Inc. | 11,414 | $2.03M | 1.38% | −61−0.5% | Reduced |
| US Financial Advisors, LLC | 11,417 | $2.03M | 0.92% | +637+5.9% | Added |
| Disciplined Equity Management, Inc. | 11,451 | $2.03M | 1.96% | +11,451 | New |
| Delos Wealth Advisors, LLC | 11,467 | $2.04M | 1.94% | +168+1.5% | Added |
| Krane Funds Advisors LLC | 11,495 | $2.04M | 0.05% | −2,711−19.1% | Reduced |
| Wulff, Hansen & Co. | 11,494 | $2.04M | 1.76% | +11,494 | New |
| Viewpoint Capital Management LLC | 11,522 | $2.05M | 1.48% | +11,522 | New |
| Threadgill Financial, LLC | 11,549 | $2.06M | 1.23% | +4,880+73.2% | Added |
| Orrstown Financial Services Inc | 11,732 | $2.06M | 3.14% | −4,120−26.0% | Reduced |
| Defined Wealth Management, LLC | 11,611 | $2.06M | 1.69% | +6+0.1% | Added |
| Element Wealth, LLC | 11,623 | $2.06M | 1.56% | +90+0.8% | Added |
| TLWM | 11,646 | $2.07M | 0.69% | −813−6.5% | Reduced |
| PFS Partners, LLC | 11,655 | $2.07M | 1.53% | +11,655 | New |
| MinichMacGregor Wealth Management, LLC | 11,668 | $2.07M | 0.63% | −539−4.4% | Reduced |
| Curi Capital | 11,670 | $2.07M | 0.36% | +1,706+17.1% | Added |
| Monte Financial Group, LLC | 11,695 | $2.08M | 1.09% | −304−2.5% | Reduced |
| Powell Investment Advisors, LLC | 11,726 | $2.08M | 1.18% | +1,601+15.8% | Added |
| Okabena Investment Services Inc | 11,804 | $2.10M | 0.80% | +9,252+362.5% | Added |
| Kelly Financial Services LLC | 11,863 | $2.11M | 0.97% | −760−6.0% | Reduced |
| MBE Wealth Management, LLC | 11,864 | $2.11M | 1.08% | −179−1.5% | Reduced |
| Applied Capital LLC | 11,906 | $2.11M | 1.68% | −1,284−9.7% | Reduced |
| Claris Advisors, LLC | 11,909 | $2.12M | 2.24% | +11,909 | New |
| Catalyst Private Wealth, LLC | 11,936 | $2.12M | 0.91% | +40+0.3% | Added |
| Pring Turner Capital Group Inc | 11,942 | $2.12M | 1.88% | +11,942 | New |
| Retirement Guys Formula LLC | 11,947 | $2.12M | 1.68% | +11,947 | New |
| Core Wealth Advisors, Inc. | 11,957 | $2.12M | 1.27% | +2,974+33.1% | Added |
| Northwest Quadrant Wealth Management, LLC | 11,972 | $2.13M | 0.57% | −307−2.5% | Reduced |
| 1620 Investment Advisors, Inc. | 11,982 | $2.13M | 2.38% | +11,982 | New |
| Adalta Capital Management LLC | 11,999 | $2.13M | 0.98% | −225−1.8% | Reduced |
| Conrad Siegel Investment Advisors, Inc. | 15,071 | $2.13M | 1.85% | +15,071 | New |
| Redmont Wealth Advisors LLC | 12,016 | $2.13M | 2.36% | +12,016 | New |
| Newton One Investments LLC | 12,034 | $2.14M | 1.51% | +40.0% | Added |
| Wealthstream Advisors, Inc. | 12,051 | $2.14M | 1.82% | +12,051 | New |
| Vise Technologies, Inc. | 12,065 | $2.14M | 0.58% | +12,065 | New |
| Bivin & Associates, Inc. | 12,067 | $2.14M | 1.87% | +12,067 | New |
| TrueWealth Advisors, LLC | 12,098 | $2.15M | 0.96% | +3,987+49.2% | Added |
| Sanctuary Wealth Management, L.L.C. | 12,102 | $2.15M | 2.29% | +394+3.4% | Added |
| Franklin, Parlapiano, Turner & Welch, LLC | 12,116 | $2.15M | 0.62% | +96+0.8% | Added |
| Astoria Portfolio Advisors LLC. | 12,118 | $2.15M | 1.71% | +12,118 | New |
| Milestone Advisory Partners | 12,130 | $2.15M | 1.09% | +310+2.6% | Added |
| Prelude Capital Management, LLC | 12,137 | $2.15M | 0.11% | +12,137 | New |
| HT Partners LLC | 12,167 | $2.16M | 0.63% | −74−0.6% | Reduced |
| OneAscent Financial Services LLC | 12,167 | $2.16M | 4.12% | +12,167 | New |
| Carl Stuart Investment Advisor, Inc | 12,180 | $2.16M | 1.57% | +12,180 | New |
| Renasant Bank | 12,186 | $2.16M | 1.47% | −4,256−25.9% | Reduced |
| 4J Wealth Management LLC | 12,212 | $2.17M | 1.82% | −166−1.3% | Reduced |
| CCG Wealth Management, LLC | 12,256 | $2.18M | 1.13% | −1,041−7.8% | Reduced |
| Grant/GrossMendelsohn, LLC | 12,472 | $2.18M | 1.73% | +210+1.7% | Added |
| Helen Stephens Group, LLC | 12,313 | $2.19M | 1.75% | +12,313 | New |
| Mizuho Securities USA LLC | 12,362 | $2.19M | 0.20% | −8,197−39.9% | Reduced |
| Valtinson Bruner Financial Planning LLC | 12,389 | $2.20M | 1.20% | +90+0.7% | Added |
| Legend Financial Advisors, Inc. | 12,437 | $2.21M | 1.54% | −226−1.8% | Reduced |
| SWS Partners | 12,443 | $2.21M | 1.26% | −2,000−13.8% | Reduced |
| C M Bidwell & Associates Ltd | 12,472 | $2.21M | 1.36% | −467−3.6% | Reduced |
| Anfield Capital Management, LLC | 12,494 | $2.22M | 0.77% | +7,970+176.2% | Added |
| Ascendant Capital Management, LLC | 12,500 | $2.22M | 1.76% | −7,500−37.5% | Reduced |