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 |
|---|---|---|---|---|---|
| Stokes Family Office, LLC | 272,623 | $48.4M | 6.02% | +2,083+0.8% | Added |
| Wesleyan Assurance Society | 271,900 | $48.3M | 5.71% | −2,700−1.0% | Reduced |
| ACG Wealth | 271,806 | $48.3M | 6.86% | −40,003−12.8% | Reduced |
| Webster Bank, N. A. | 271,792 | $48.3M | 5.00% | −10,690−3.8% | Reduced |
| Dixon Hubard Feinour & Brown Inc | 271,538 | $48.2M | 4.64% | +42,546+18.6% | Added |
| Telemus Capital, LLC | 271,012 | $48.1M | 3.89% | −1,934−0.7% | Reduced |
| HRT Financial LP | 270,972 | $48.1M | 0.28% | +270,972 | New |
| First Nebraska Trust Co | 269,987 | $47.9M | 5.77% | −7,192−2.6% | Reduced |
| North Star Investment Management Corp. | 269,982 | $47.9M | 3.36% | −781−0.3% | Reduced |
| Wealthspire Advisors, LLC | 268,385 | $47.7M | 1.05% | −61,643−18.7% | Reduced |
| Dakota Wealth Management | 268,252 | $47.6M | 5.03% | +4,841+1.8% | Added |
| Columbia Asset Management | 267,188 | $47.4M | 9.69% | −1,147−0.4% | Reduced |
| Affinity Capital Advisors, LLC | 267,165 | $47.4M | 14.32% | −891−0.3% | Reduced |
| Park Avenue Securities LLC | 267,129 | $47.4M | 0.84% | +21,282+8.7% | Added |
| Fullerton Fund Management Co Ltd. | 266,408 | $47.3M | 2.37% | +20,832+8.5% | Added |
| Fagan Associates, Inc. | 265,764 | $47.2M | 8.95% | −990−0.4% | Reduced |
| Private Asset Management Inc | 264,971 | $47.1M | 5.78% | −6,877−2.5% | Reduced |
| Estabrook Capital Management | 264,890 | $47.0M | 6.67% | +37,560+16.5% | Added |
| Kovack Advisors, Inc. | 263,811 | $46.8M | 4.53% | +1,433+0.5% | Added |
| Hilton Capital Management, LLC | 263,605 | $46.8M | 4.30% | +8,445+3.3% | Added |
| Caldwell Trust Co | 263,195 | $46.7M | 5.37% | −3,408−1.3% | Reduced |
| Great Valley Advisor Group, Inc. | 274,718 | $46.6M | 2.88% | +6,220+2.3% | Added |
| Close Asset Management Ltd | 262,525 | $46.6M | 1.66% | −5,629−2.1% | Reduced |
| BTR Capital Management Inc | 262,048 | $46.5M | 5.25% | −2,163−0.8% | Reduced |
| Fragasso Group Inc. | 261,296 | $46.4M | 5.48% | −984−0.4% | Reduced |
| Burleson & Company, LLC | 261,239 | $46.4M | 6.76% | −3,338−1.3% | Reduced |
| Montag & Caldwell, LLC | 260,927 | $46.3M | 4.47% | −31,130−10.7% | Reduced |
| Churchill Management Corp | 260,913 | $46.3M | 0.65% | −3,733−1.4% | Reduced |
| TCW Group Inc | 260,023 | $46.2M | 0.38% | +69,605+36.6% | Added |
| De Burlo Group Inc | 259,053 | $46.0M | 6.68% | +17,802+7.4% | Added |
| GFS Advisors, LLC | 258,214 | $45.9M | 7.56% | +55,400+27.3% | Added |
| Vision Capital Management, Inc. | 258,154 | $45.8M | 6.84% | −10,340−3.9% | Reduced |
| Renaissance Group LLC | 258,143 | $45.8M | 1.87% | −14,280−5.2% | Reduced |
| DDD Partners, LLC | 257,212 | $45.7M | 6.26% | −42,050−14.1% | Reduced |
| IBM Retirement Fund | 257,023 | $45.6M | 5.67% | −186,471−42.0% | Reduced |
| Gifford Fong Associates | 256,000 | $45.5M | 7.95% | 00.0% | Unchanged |
| Lake Street Financial LLC | 255,984 | $45.5M | 8.01% | +33,134+14.9% | Added |
| M&G Investment Management Ltd | 255,213 | $45.4M | 0.33% | −3,073,101−92.3% | Reduced |
| Freemont Management S.A. | 254,597 | $45.2M | 11.89% | 00.0% | Unchanged |
| Terry L. Blaker | 254,273 | $45.2M | 3.49% | −13,844−5.2% | Reduced |
| Falcon Wealth Planning | 254,196 | $45.1M | 14.77% | +2,924+1.2% | Added |
| Edgestream Partners, L.P. | 254,152 | $45.1M | 2.81% | +254,152 | New |
| Forbes J M & Co LLP | 253,834 | $45.1M | 5.18% | +311+0.1% | Added |
| Anchor Capital Advisors LLC | 253,773 | $45.1M | 0.89% | −7,859−3.0% | Reduced |
| Fiduciary Group LLC | 253,103 | $44.9M | 5.00% | −1,782−0.7% | Reduced |
| Veriti Management LLC | 252,683 | $44.9M | 5.81% | −4,609−1.8% | Reduced |
| Bridgecreek Investment Management, LLC | 252,626 | $44.9M | 6.13% | −3,030−1.2% | Reduced |
| Bowling Portfolio Management LLC | 251,631 | $44.7M | 9.27% | −3,912−1.5% | Reduced |
| Berkshire Asset Management LLC | 251,577 | $44.7M | 2.72% | +9,506+3.9% | Added |
| Agf Investments Inc. | 251,085 | $44.6M | 0.32% | −969−0.4% | Reduced |
| Arthur M. Cohen & Associates, LLC | 250,086 | $44.4M | 8.25% | −8,176−3.2% | Reduced |
| McKinley Capital Management LLC /Delaware | 249,983 | $44.4M | 3.97% | −3,383−1.3% | Reduced |
| Exchange Traded Concepts, LLC | 249,790 | $44.4M | 0.86% | +180,764+261.9% | Added |
| Adviser Investments LLC | 249,299 | $44.3M | 2.97% | +2,620+1.1% | Added |
| Koshinski Asset Management, Inc. | 249,007 | $44.3M | 3.58% | −9,065−3.5% | Reduced |
| Ocean Capital Management, LLC | 249,252 | $44.3M | 16.77% | +11,720+4.9% | Added |
| Prime Capital Investment Advisors, LLC | 248,356 | $44.1M | 2.36% | +43,599+21.3% | Added |
| Pacific Global Investment Management CO | 248,015 | $44.0M | 8.13% | +3,873+1.6% | Added |
| HighTower Trust Services, LTA | 247,877 | $44.0M | 4.29% | +3,202+1.3% | Added |
| Pittenger & Anderson Inc | 247,849 | $44.0M | 2.03% | +3,077+1.3% | Added |
| Modera Wealth Management, LLC | 247,269 | $43.9M | 1.68% | +112,099+82.9% | Added |
| Todd Asset Management LLC | 245,657 | $43.6M | 0.94% | −57,142−18.9% | Reduced |
| Palisade Asset Management, LLC | 245,528 | $43.6M | 4.88% | −1,236−0.5% | Reduced |
| Schwerin Boyle Capital Management Inc | 245,270 | $43.6M | 3.54% | −18,900−7.2% | Reduced |
| Harbour Investments, Inc. | 245,244 | $43.5M | 2.59% | −263,805−51.8% | Reduced |
| E Fund Management Co., Ltd. | 244,960 | $43.5M | 1.54% | −28,484−10.4% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 244,561 | $43.4M | 3.51% | +6,189+2.6% | Added |
| Q Capital Solutions | 243,699 | $43.3M | 27.24% | +6,932+2.9% | Added |
| Endurance Wealth Management, Inc. | 243,312 | $43.2M | 4.65% | −11,823−4.6% | Reduced |
| Heritage Trust Co | 242,717 | $43.1M | 5.53% | −1,438−0.6% | Reduced |
| United Bank | 242,548 | $43.1M | 5.29% | −5,926−2.4% | Reduced |
| Granite Investment Partners, LLC | 242,423 | $43.0M | 1.26% | −2,011−0.8% | Reduced |
| CORDA Investment Management, LLC. | 242,191 | $43.0M | 3.38% | +3,212+1.3% | Added |
| Tobias Financial Advisors, Inc. | 242,191 | $43.0M | 3.38% | +224,325+1,255.6% | Added |
| HughesLittle Investment Management Ltd. | 242,040 | $43.0M | 9.27% | 00.0% | Unchanged |
| Community Bank & Trust, Waco, Texas | 241,562 | $42.9M | 12.63% | −5,820−2.4% | Reduced |
| Private Trust Co NA | 241,003 | $42.8M | 5.91% | −6,496−2.6% | Reduced |
| Tompkins Financial Corp | 240,986 | $42.8M | 7.59% | −5,850−2.4% | Reduced |
| Pensionfund DSM Netherlands | 240,900 | $42.8M | 4.93% | +10,000+4.3% | Added |
| Formidable Asset Management, LLC | 237,309 | $42.6M | 8.17% | −34,853−12.8% | Reduced |
| Clear Harbor Asset Management, LLC | 239,862 | $42.6M | 4.66% | −231−0.1% | Reduced |
| Connors Investor Services Inc | 239,685 | $42.6M | 4.18% | −7,851−3.2% | Reduced |
| Ironwood Financial, llc | 239,588 | $42.5M | 11.65% | −200.0% | Reduced |
| German American Bancorp, Inc. | 238,460 | $42.3M | 5.93% | +4,040+1.7% | Added |
| Washington Trust Bank | 237,947 | $42.3M | 4.09% | −2,620−1.1% | Reduced |
| Abbrea Capital, LLC | 237,573 | $42.2M | 5.68% | +1,996+0.8% | Added |
| Fiera Capital Corp | 236,128 | $41.9M | 0.10% | −16,116−6.4% | Reduced |
| Pictet North America Advisors SA | 235,474 | $41.8M | 4.11% | +2,418+1.0% | Added |
| Avestar Capital, LLC | 235,329 | $41.8M | 7.65% | −935−0.4% | Reduced |
| BTC Capital Management, Inc. | 235,120 | $41.8M | 4.13% | +716+0.3% | Added |
| Kelly Lawrence W & Associates Inc | 235,171 | $41.8M | 8.26% | −2,279−1.0% | Reduced |
| Spinnaker Trust | 235,021 | $41.7M | 2.67% | −1,293−0.5% | Reduced |
| Winslow Asset Management Inc | 234,138 | $41.6M | 7.34% | −1,406−0.6% | Reduced |
| K.J. Harrison & Partners Inc | 233,425 | $41.5M | 5.87% | −4,936−2.1% | Reduced |
| Waldron Private Wealth LLC | 233,213 | $41.4M | 2.04% | −2,238−1.0% | Reduced |
| Penn Davis McFarland Inc | 233,172 | $41.4M | 7.02% | −3,025−1.3% | Reduced |
| NBT Bank N A | 233,102 | $41.4M | 5.32% | −3,931−1.7% | Reduced |
| Douglas Lane & Associates, LLC | 233,070 | $41.4M | 0.55% | +1,472+0.6% | Added |
| Equitable Trust Co | 232,139 | $41.2M | 2.55% | +6,366+2.8% | Added |
| Bristlecone Advisors, LLC | 231,923 | $41.2M | 4.94% | −16,206−6.5% | Reduced |