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 |
|---|---|---|---|---|---|
| Addenda Capital Inc. | 202,523 | $36.0M | 1.54% | −14,531−6.7% | Reduced |
| Cape Cod Five Cents Savings Bank | 202,389 | $35.9M | 3.44% | −6,952−3.3% | Reduced |
| True North Advisors, LLC | 202,008 | $35.9M | 6.06% | +13,902+7.4% | Added |
| Evoke Wealth, LLC | 203,813 | $35.8M | 1.13% | −13,285−6.1% | Reduced |
| Rothschild & Co Asset Management US Inc. | 200,358 | $35.6M | 0.42% | +36,169+22.0% | Added |
| RNC Capital Management LLC | 200,110 | $35.5M | 1.76% | −31,624−13.6% | Reduced |
| Paradigm Financial Advisors, LLC | 199,787 | $35.5M | 7.85% | −7,782−3.7% | Reduced |
| Regent Investment Management LLC | 198,941 | $35.3M | 7.70% | +2,694+1.4% | Added |
| Progressive Investment Management Corp | 198,620 | $35.3M | 9.79% | −6,393−3.1% | Reduced |
| Octavia Wealth Advisors, LLC | 198,581 | $35.3M | 7.61% | +8,969+4.7% | Added |
| Verdence Capital Advisors LLC | 198,232 | $35.2M | 4.15% | +390+0.2% | Added |
| Tarbox Family Office, Inc. | 197,867 | $35.1M | 6.05% | −17,697−8.2% | Reduced |
| Martin Capital Advisors, LLP | 197,862 | $35.1M | 21.74% | +197,862 | New |
| Cornerstone Advisory, LLC | 197,792 | $35.1M | 5.05% | −7,968−3.9% | Reduced |
| SP Asset Management | 200,616 | $35.0M | 3.50% | −321−0.2% | Reduced |
| Meristem Family Wealth, LLC | 197,138 | $35.0M | 3.00% | +416+0.2% | Added |
| Annex Advisory Services, LLC | 197,108 | $35.0M | 2.40% | −411−0.2% | Reduced |
| Premier Asset Management LLC | 197,035 | $35.0M | 6.08% | −55,983−22.1% | Reduced |
| Schmidt P J Investment Management Inc | 200,049 | $35.0M | 6.98% | −3,622−1.8% | Reduced |
| PFS Investments Inc. | 196,903 | $35.0M | 0.68% | +9,413+5.0% | Added |
| Arkadios Wealth Advisors | 196,430 | $34.9M | 4.68% | +25,947+15.2% | Added |
| Trustcore Financial Services, LLC | 196,241 | $34.8M | 3.94% | −33,341−14.5% | Reduced |
| Elite Wealth Management, Inc. | 195,730 | $34.8M | 13.46% | −8,387−4.1% | Reduced |
| Miller Wealth Advisors, LLC | 195,682 | $34.7M | 23.37% | +195,682 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 195,324 | $34.7M | 5.67% | +68,826+54.4% | Added |
| Westchester Capital Management, Inc. | 195,280 | $34.7M | 8.85% | −10,056−4.9% | Reduced |
| Blue Chip Partners, Inc. | 194,813 | $34.6M | 4.34% | +3,475+1.8% | Added |
| River Wealth Advisors LLC | 194,274 | $34.5M | 5.35% | +6,931+3.7% | Added |
| Rice Partnership, LLC | 194,215 | $34.5M | 9.81% | +3,142+1.6% | Added |
| WP Advisors, LLC | 194,106 | $34.5M | 14.36% | −968−0.5% | Reduced |
| Coastal Investment Advisors, Inc. | 194,057 | $34.5M | 7.58% | +2,352+1.2% | Added |
| TBH Global Asset Management, LLC | 193,907 | $34.4M | 7.13% | −2,005−1.0% | Reduced |
| Avidian Wealth Solutions, LLC | 193,786 | $34.4M | 2.18% | −159,164−45.1% | Reduced |
| Montis Financial, LLC | 193,311 | $34.3M | 24.91% | −5,400−2.7% | Reduced |
| First Financial Bank - Trust Division | 193,262 | $34.3M | 3.47% | −3,481−1.8% | Reduced |
| Westwood Wealth Management | 193,004 | $34.3M | 21.29% | +193,004 | New |
| First Midwest Bank Trust Division | 192,800 | $34.2M | 4.41% | −4,123−2.1% | Reduced |
| Perennial Investment Advisors, LLC | 192,742 | $34.2M | 10.70% | +1,599+0.8% | Added |
| SlateStone Wealth, LLC | 192,682 | $34.2M | 7.31% | +15,238+8.6% | Added |
| Lindbrook Capital, LLC | 192,097 | $34.1M | 5.19% | +64,426+50.5% | Added |
| Peachtree Investment Partners, LLC | 191,947 | $34.1M | 14.30% | +1,838+1.0% | Added |
| Bank of Hawaii | 191,668 | $34.0M | 1.77% | −24,217−11.2% | Reduced |
| CRA Financial Services, LLC | 191,212 | $34.0M | 10.09% | +1,068+0.6% | Added |
| Woodmont Investment Counsel LLC | 190,999 | $33.9M | 4.33% | +1,091+0.6% | Added |
| Linscomb & Williams, Inc. | 190,476 | $33.8M | 1.62% | −2,238−1.2% | Reduced |
| JGP Wealth Management, LLC | 193,099 | $33.8M | 6.29% | +4,622+2.5% | Added |
| TrinityPoint Wealth, LLC | 190,185 | $33.8M | 6.00% | +5,015+2.7% | Added |
| Johanson Financial Advisors, Inc. | 189,745 | $33.7M | 10.32% | −1,599−0.8% | Reduced |
| Mark Asset Management LP | 189,572 | $33.7M | 4.87% | +3,801+2.0% | Added |
| Lake Street Advisors Group, LLC | 189,509 | $33.7M | 2.12% | +6,529+3.6% | Added |
| Graves-Light Private Wealth Management, Inc. | 189,346 | $33.6M | 4.78% | +5,465+3.0% | Added |
| Novare Capital Management LLC | 188,646 | $33.5M | 3.40% | +30.0% | Added |
| Kemnay Advisory Services Inc. | 188,597 | $33.5M | 4.70% | −30,734−14.0% | Reduced |
| Smithfield Trust Co | 188,547 | $33.5M | 2.07% | −511−0.3% | Reduced |
| Nadler Financial Group, Inc. | 188,547 | $33.5M | 4.95% | −451−0.2% | Reduced |
| Hunter Associates Investment Management LLC | 188,505 | $33.5M | 9.57% | +16,651+9.7% | Added |
| Private Advisory Group LLC | 188,407 | $33.5M | 6.85% | +11,594+6.6% | Added |
| SignalPoint Asset Management, LLC | 188,134 | $33.4M | 10.20% | −2,461−1.3% | Reduced |
| Sand Hill Global Advisors, LLC | 188,006 | $33.4M | 1.87% | −12,724−6.3% | Reduced |
| Visionary Wealth Advisors | 187,606 | $33.3M | 2.73% | +187,606 | New |
| GHP Investment Advisors, Inc. | 187,437 | $33.3M | 2.36% | −4,981−2.6% | Reduced |
| Brightworth | 187,056 | $33.2M | 3.04% | −763−0.4% | Reduced |
| Bourne Lent Asset Management Inc | 186,843 | $33.2M | 8.88% | −125−0.1% | Reduced |
| Wealth Alliance | 186,531 | $33.1M | 6.66% | −204−0.1% | Reduced |
| Lyell Wealth Management, LP | 186,362 | $33.1M | 3.78% | +559+0.3% | Added |
| Dorchester Wealth Management Co | 186,080 | $33.0M | 6.56% | +22,237+13.6% | Added |
| Ashton Thomas Private Wealth, LLC | 185,868 | $33.0M | 3.21% | +76,133+69.4% | Added |
| Pallas Capital Advisors LLC | 203,126 | $33.0M | 4.02% | +777+0.4% | Added |
| Wellington Shields Capital Management, LLC | 185,607 | $33.0M | 4.22% | +6,033+3.4% | Added |
| Autus Asset Management, LLC | 185,535 | $32.9M | 3.31% | −3,373−1.8% | Reduced |
| Marietta Investment Partners LLC | 185,308 | $32.9M | 6.94% | −456−0.2% | Reduced |
| Cabot Wealth Management Inc | 185,265 | $32.9M | 4.17% | −466−0.3% | Reduced |
| Belmont Capital, LLC | 184,992 | $32.8M | 25.75% | −12,904−6.5% | Reduced |
| Mizuho Markets Cayman LP | 184,641 | $32.8M | 3.33% | −186,349−50.2% | Reduced |
| Summit Trail Advisors, LLC | 184,576 | $32.8M | 2.11% | +23,443+14.5% | Added |
| Silicon Valley Capital Partners | 183,842 | $32.6M | 5.13% | +4,256+2.4% | Added |
| Wahed Invest LLC | 183,822 | $32.6M | 18.16% | +183,822 | New |
| Wealthsource Partners, LLC | 182,807 | $32.5M | 2.60% | −8,928−4.7% | Reduced |
| Knuff & Co LLC | 182,637 | $32.4M | 10.05% | +7,241+4.1% | Added |
| Rothschild Capital Partners, LLC | 182,226 | $32.4M | 9.65% | −4,151−2.2% | Reduced |
| Conning Inc. | 182,175 | $32.3M | 0.86% | −25,461−12.3% | Reduced |
| Penobscot Investment Management Company, Inc. | 182,178 | $32.3M | 4.36% | −3,877−2.1% | Reduced |
| Thames Capital Management LLC | 181,820 | $32.3M | 6.18% | −579−0.3% | Reduced |
| Mechanics Bank Trust Department | 181,790 | $32.3M | 4.77% | −6,445−3.4% | Reduced |
| Quadrant Capital Group LLC | 181,735 | $32.3M | 3.85% | +8,894+5.1% | Added |
| Mark Stevens | 181,263 | $32.2M | 3.38% | −15,639−7.9% | Reduced |
| Ramsay, Stattman, Vela & Price, Inc. | 181,261 | $32.2M | 7.31% | −3,371−1.8% | Reduced |
| First Hawaiian Bank | 181,239 | $32.2M | 0.95% | −7,001−3.7% | Reduced |
| JCIC Asset Management Inc. | 181,016 | $32.1M | 9.63% | −1,310−0.7% | Reduced |
| Secure Asset Management, LLC | 180,330 | $32.0M | 12.98% | −8,817−4.7% | Reduced |
| Naples Global Advisors, LLC | 180,269 | $32.0M | 3.71% | −690−0.4% | Reduced |
| Ithaka Group LLC | 180,054 | $32.0M | 3.90% | +32,792+22.3% | Added |
| Fort Sheridan Advisors LLC | 179,726 | $31.9M | 9.21% | +5,304+3.0% | Added |
| Intrua Financial, LLC | 179,570 | $31.9M | 5.61% | +1,819+1.0% | Added |
| Klingman & Associates, LLC | 178,943 | $31.8M | 2.73% | +6,747+3.9% | Added |
| BetterWealth, LLC | 178,854 | $31.8M | 22.26% | +178,854 | New |
| Berger Financial Group, Inc | 178,540 | $31.7M | 4.21% | +95,831+115.9% | Added |
| Northern Oak Wealth Management Inc | 178,489 | $31.7M | 3.58% | −2,422−1.3% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 178,159 | $31.6M | 0.87% | +412+0.2% | Added |
| Front Row Advisors LLC | 178,027 | $31.6M | 11.79% | +523+0.3% | Added |