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 |
|---|---|---|---|---|---|
| DCF Advisers, LLC | 12,500 | $2.22M | 1.12% | 00.0% | Unchanged |
| Concord Asset Management, LLC | 12,565 | $2.23M | 1.49% | +12,565 | New |
| SBB Research Group LLC | 12,575 | $2.23M | 0.33% | +12,575 | New |
| Virtu Financial LLC | 12,635 | $2.24M | 0.23% | +12,635 | New |
| Sentinel Pension Advisors Inc | 12,659 | $2.25M | 0.71% | +3,044+31.7% | Added |
| Goodwin Daniel L | 12,699 | $2.26M | 0.99% | −180−1.4% | Reduced |
| Clear Investment Research, LLC | 12,718 | $2.26M | 3.46% | +40.0% | Added |
| Beta Wealth Group, Inc. | 15,960 | $2.26M | 1.63% | 00.0% | Unchanged |
| Lion Street Advisors, LLC | 12,777 | $2.27M | 1.11% | −100−0.8% | Reduced |
| Tealwood Asset Management Inc | 12,780 | $2.27M | 0.91% | −2,569−16.7% | Reduced |
| Heron Financial Group, LLC | 13,022 | $2.27M | 1.22% | −115−0.9% | Reduced |
| Stevard, LLC | 12,805 | $2.27M | 1.61% | +1,782+16.2% | Added |
| Ami Investment Management Inc | 12,848 | $2.28M | 0.94% | +53+0.4% | Added |
| AlphaMark Advisors, LLC | 12,861 | $2.28M | 0.80% | +76+0.6% | Added |
| Barden Capital Management, Inc. | 12,860 | $2.28M | 2.18% | +12,860 | New |
| Caerus Investment Advisors, LLC | 12,895 | $2.29M | 2.61% | +12,895 | New |
| Lakeside Advisors, INC. | 12,901 | $2.29M | 1.69% | +12,901 | New |
| Cubic Asset Management, LLC | 12,931 | $2.30M | 0.52% | 00.0% | Unchanged |
| Emerald Mutual Fund Advisers Trust | 12,940 | $2.30M | 0.08% | −280−2.1% | Reduced |
| Western Financial Corporation | 12,944 | $2.30M | 1.21% | +202+1.6% | Added |
| Marks Wealth, LLC | 12,972 | $2.30M | 0.72% | −330−2.5% | Reduced |
| Archetype Wealth Partners | 12,967 | $2.30M | 0.70% | −192−1.5% | Reduced |
| Peterson Wealth Management | 12,981 | $2.31M | 1.54% | +493+3.9% | Added |
| Financial Advisory Corp | 13,001 | $2.31M | 1.11% | −126−1.0% | Reduced |
| Portfolio Strategies, Inc. | 13,075 | $2.32M | 0.43% | −1,627−11.1% | Reduced |
| Rosenberg Matthew Hamilton | 13,093 | $2.33M | 0.83% | −618−4.5% | Reduced |
| Axiom Financial Strategies, LLC | 13,118 | $2.33M | 1.06% | +785+6.4% | Added |
| SFG Wealth Management, LLC. | 13,148 | $2.33M | 2.08% | +13,148 | New |
| Hillsdale Investment Management Inc. | 13,191 | $2.34M | 0.16% | −647−4.7% | Reduced |
| DB Wealth Management Group, LLC | 13,240 | $2.35M | 1.39% | 00.0% | Unchanged |
| Richwood Investment Advisors, LLC | 13,280 | $2.36M | 2.06% | +13,280 | New |
| Noked Capital LTD | 13,300 | $2.36M | 0.58% | +13,300 | New |
| Noked Israel Ltd | 13,300 | $2.36M | 0.58% | +13,300 | New |
| Claybrook Capital, LLC | 13,320 | $2.37M | 1.11% | +54+0.4% | Added |
| Buttonwood Financial Advisors Inc. | 13,366 | $2.37M | 2.32% | +13,366 | New |
| Pinnacle Financial Group, LLC | 13,385 | $2.38M | 1.84% | +13,385 | New |
| Profit Investment Management, LLC | 13,405 | $2.38M | 1.50% | +1,144+9.3% | Added |
| Integral Investment Advisors, Inc. | 13,409 | $2.38M | 1.71% | +13,409 | New |
| Weaver C. Barksdale & Associates, Inc. | 13,417 | $2.38M | 2.16% | +13,417 | New |
| Dougherty Wealth Advisers LLC | 13,422 | $2.38M | 3.33% | +8+0.1% | Added |
| Cedar Wealth Management, LLC | 13,445 | $2.39M | 0.96% | −1,072−7.4% | Reduced |
| Hudson Portfolio Management LLC | 13,446 | $2.39M | 2.11% | −346−2.5% | Reduced |
| Precision Wealth Strategies, LLC | 13,451 | $2.39M | 1.72% | +846+6.7% | Added |
| Keebeck Alpha, LP | 13,455 | $2.39M | 0.86% | +3,534+35.6% | Added |
| Uncommon Cents Investing LLC | 13,460 | $2.39M | 0.90% | +86+0.6% | Added |
| AAFCPAs Wealth Management, LLC | 13,462 | $2.39M | 1.73% | +637+5.0% | Added |
| Horizon Kinetics Asset Management LLC | 13,504 | $2.40M | 0.05% | −70−0.5% | Reduced |
| Thrive Capital Management, LLC | 13,510 | $2.40M | 1.56% | −3,434−20.3% | Reduced |
| Basepoint Wealth LLC | 13,535 | $2.40M | 2.36% | +13,535 | New |
| Tandem Investment Advisors, Inc. | 13,556 | $2.41M | 0.16% | +748+5.8% | Added |
| Avion Wealth | 13,558 | $2.41M | 0.68% | −517−3.7% | Reduced |
| Waller Financial Planning Group, Inc | 13,593 | $2.41M | 0.60% | −299−2.2% | Reduced |
| Walkner Condon Financial Advisors LLC | 13,611 | $2.42M | 1.57% | −36,983−73.1% | Reduced |
| Stonehearth Capital Management, LLC | 13,637 | $2.42M | 1.25% | −3,097−18.5% | Reduced |
| Tower Wealth Partners, Inc. | 13,668 | $2.43M | 2.46% | −585−4.1% | Reduced |
| Strid Group, LLC | 13,684 | $2.43M | 0.50% | +51+0.4% | Added |
| Guardian Financial Partners, LLC | 13,699 | $2.43M | 2.32% | +13,699 | New |
| Blue Bell Private Wealth Management, LLC | 13,716 | $2.44M | 0.64% | +13,716 | New |
| Stone Run Capital, LLC | 13,732 | $2.44M | 0.79% | 00.0% | Unchanged |
| Groesbeck Investment Management Corp | 13,740 | $2.44M | 3.10% | 00.0% | Unchanged |
| Cottonwood Capital Advisors, LLC | 13,784 | $2.45M | 1.89% | +13,784 | New |
| Apeiron RIA LLC | 13,791 | $2.45M | 1.01% | +13,791 | New |
| Harvey Investment Co LLC | 13,852 | $2.46M | 0.28% | 00.0% | Unchanged |
| Seven Post Investment Office LP | 13,896 | $2.47M | 0.67% | +5,008+56.3% | Added |
| Berkeley Capital Partners, LLC | 13,906 | $2.47M | 1.01% | +771+5.9% | Added |
| Hurlow Wealth Management Group, Inc. | 18,744 | $2.47M | 1.94% | −331−1.7% | Reduced |
| JBJ Investment Partners, LLC | 13,962 | $2.48M | 0.51% | +81+0.6% | Added |
| Blackston Financial Advisory Group, LLC | 13,973 | $2.48M | 1.44% | +13,973 | New |
| KilterHowling LLC | 13,973 | $2.48M | 2.23% | +13,973 | New |
| Ulysses Management LLC | 14,000 | $2.49M | 0.43% | +1,500+12.0% | Added |
| Private Wealth Advisors | 14,032 | $2.49M | 0.81% | −7,002−33.3% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 14,038 | $2.49M | 1.10% | −13,189−48.4% | Reduced |
| Resource Planning Group | 14,057 | $2.50M | 1.67% | +1,214+9.5% | Added |
| Fairholme Capital Management LLC | 14,060 | $2.50M | 0.16% | 00.0% | Unchanged |
| Twinbeech Capital LP | 14,074 | $2.50M | 0.14% | +14,074 | New |
| Tillar-Wenstrup Advisors, LLC | 14,081 | $2.50M | 1.18% | +3,814+37.1% | Added |
| KWB Wealth | 14,097 | $2.50M | 0.42% | +21+0.1% | Added |
| Peterson Wealth Advisors, LLC | 14,122 | $2.51M | 0.72% | +717+5.3% | Added |
| Geometric Wealth Advisors | 14,122 | $2.51M | 1.20% | +14,122 | New |
| Wooster Corthell Wealth Management, Inc. | 14,141 | $2.51M | 0.59% | −49−0.3% | Reduced |
| Newman & Schimel, LLC | 14,171 | $2.52M | 1.43% | −2,900−17.0% | Reduced |
| Vaughan & Co Securities, Inc. | 14,165 | $2.52M | 1.71% | −176−1.2% | Reduced |
| Alta Wealth Advisors LLC | 14,184 | $2.52M | 1.55% | +98+0.7% | Added |
| Garrison Asset Management, LLC | 14,210 | $2.52M | 1.37% | −52−0.4% | Reduced |
| Penbrook Management LLC | 14,301 | $2.54M | 1.53% | −35−0.2% | Reduced |
| Arabesque Asset Management Ltd | 14,385 | $2.55M | 0.74% | +14,385 | New |
| Freedman Financial Associates, Inc. | 14,392 | $2.56M | 1.75% | 00.0% | Unchanged |
| Smith & Howard Wealth Management, LLC | 14,407 | $2.56M | 1.16% | −2,968−17.1% | Reduced |
| Fortress Wealth Management, Inc. | 14,413 | $2.56M | 1.93% | +14,413 | New |
| Thompson Davis & Co., Inc. | 14,456 | $2.57M | 2.13% | +14,456 | New |
| One Day In July LLC | 14,466 | $2.57M | 0.54% | +2,682+22.8% | Added |
| Barnes Pettey Financial Advisors, LLC | 14,466 | $2.57M | 2.95% | +14,466 | New |
| Systematic Financial Management LP | 14,480 | $2.57M | 0.08% | 00.0% | Unchanged |
| Chicago Wealth Management, Inc. | 14,484 | $2.57M | 1.72% | +14+0.1% | Added |
| Clearview Wealth Advisors LLC | 14,535 | $2.58M | 1.57% | −542−3.6% | Reduced |
| FSA Wealth Management LLC | 14,540 | $2.58M | 1.50% | −32−0.2% | Reduced |
| HGK Asset Management Inc | 14,564 | $2.59M | 0.80% | −1,900−11.5% | Reduced |
| Stegent Equity Advisors, Inc. | 14,558 | $2.59M | 2.10% | +14,558 | New |
| RS Crum Inc. | 14,581 | $2.59M | 1.43% | +14,581 | New |
| Wealth Advisors of Iowa, LLC | 14,626 | $2.60M | 1.42% | −691−4.5% | Reduced |