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 |
|---|---|---|---|---|---|
| Princeton Capital Management LLC | 177,956 | $31.6M | 9.06% | +226+0.1% | Added |
| Good Life Advisors, LLC | 177,876 | $31.6M | 3.83% | −15,564−8.0% | Reduced |
| IPG Investment Advisors LLC | 17,792 | $31.6M | 5.71% | −194,417−91.6% | Reduced |
| Continuum Advisory, LLC | 206,340 | $31.5M | 7.09% | +22,557+12.3% | Added |
| Minot Wealth Management LLC | 177,492 | $31.5M | 6.07% | −1,354−0.8% | Reduced |
| Cadinha & Co LLC | 177,229 | $31.5M | 4.23% | −14,900−7.8% | Reduced |
| Johnson Financial Group, Inc. | 177,190 | $31.5M | 2.00% | −4,010−2.2% | Reduced |
| Laurion Capital Management LP | 176,796 | $31.4M | 0.54% | +176,796 | New |
| Balasa Dinverno & Foltz LLC | 176,781 | $31.4M | 2.02% | +5,979+3.5% | Added |
| Jackson Wealth Management, LLC | 176,187 | $31.3M | 3.96% | +725+0.4% | Added |
| Cumberland Partners Ltd | 176,040 | $31.3M | 2.20% | +18,466+11.7% | Added |
| Howe & Rusling Inc | 175,955 | $31.2M | 3.66% | −11,141−6.0% | Reduced |
| Desjardins Global Asset Management Inc. | 175,932 | $31.2M | 2.67% | +175,932 | New |
| Capstone Financial Advisors, Inc. | 175,872 | $31.2M | 2.26% | −360−0.2% | Reduced |
| WestEnd Advisors, LLC | 175,693 | $31.2M | 0.85% | – | – |
| Monograph Wealth Advisors, LLC | 175,660 | $31.2M | 7.85% | +175,660 | New |
| ARS Wealth Advisors Group, LLC | 175,494 | $31.2M | 5.23% | −3,504−2.0% | Reduced |
| Waters Parkerson & Co., LLC | 174,141 | $30.9M | 1.63% | −1,943−1.1% | Reduced |
| O'Shares Investment Advisers, LLC | 174,060 | $30.9M | 2.21% | +12,675+7.9% | Added |
| Signet Financial Management, LLC | 174,009 | $30.9M | 4.68% | −3,471−2.0% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 173,992 | $30.9M | 3.36% | −8,063−4.4% | Reduced |
| Conway Capital Management, Inc. | 173,880 | $30.9M | 18.14% | +4,980+2.9% | Added |
| Chicago Partners Investment Group LLC | 182,814 | $30.9M | 2.19% | +896+0.5% | Added |
| Sabadell Asset Management, S.A S.G.I.I.C | 179,154 | $30.8M | 4.93% | −22,722−11.3% | Reduced |
| KCS Wealth Advisory | 173,650 | $30.8M | 12.38% | −750−0.4% | Reduced |
| Madison Asset Management, LLC | 173,501 | $30.8M | 0.40% | −5,289−3.0% | Reduced |
| Valley National Advisers Inc | 173,302 | $30.8M | 5.68% | −162−0.1% | Reduced |
| Graypoint LLC | 173,193 | $30.8M | 3.22% | +2,614+1.5% | Added |
| Krilogy Financial LLC | 173,081 | $30.7M | 3.10% | +7,779+4.7% | Added |
| Citizens Business Bank | 173,047 | $30.7M | 3.76% | +2,769+1.6% | Added |
| Northstar Group, Inc. | 173,020 | $30.7M | 7.33% | +4,727+2.8% | Added |
| Schnieders Capital Management LLC | 172,277 | $30.6M | 7.16% | +5,500+3.3% | Added |
| Guinness Asset Management LTD | 171,770 | $30.5M | 1.19% | +8,404+5.1% | Added |
| Norris Perne & French LLP | 171,581 | $30.5M | 2.36% | −5,525−3.1% | Reduced |
| SNS Financial Group, LLC | 171,324 | $30.4M | 3.49% | −2,218−1.3% | Reduced |
| Picton Mahoney Asset Management | 171,000 | $30.4M | 1.09% | +24,500+16.7% | Added |
| TRUE Private Wealth Advisors | 170,754 | $30.3M | 4.31% | +492+0.3% | Added |
| RiverPark Advisors, LLC | 170,175 | $30.2M | 3.64% | −1,558−0.9% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 170,050 | $30.2M | 10.23% | −1,078−0.6% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 169,783 | $30.1M | 7.34% | +631+0.4% | Added |
| Nations Financial Group Inc, | 169,640 | $30.1M | 3.96% | −9,057−5.1% | Reduced |
| Financial Architects, Inc | 169,498 | $30.1M | 4.07% | −1,334−0.8% | Reduced |
| Vontobel Asset Management Inc | 169,253 | $30.1M | 0.18% | +169,253 | New |
| DCM Advisors, LLC | 168,995 | $30.0M | 8.85% | +54,920+48.1% | Added |
| CCM Investment Advisers LLC | 168,674 | $30.0M | 3.63% | −12,574−6.9% | Reduced |
| Chicago Trust Co NA | 168,517 | $29.9M | 5.96% | −1,174−0.7% | Reduced |
| Willow Creek Wealth Management Inc. | 168,455 | $29.9M | 6.18% | −6,957−4.0% | Reduced |
| Zullo Investment Group, Inc. | 168,312 | $29.9M | 15.39% | +168,312 | New |
| First National Bank & Trust Co of Newtown | 168,191 | $29.9M | 5.74% | −2,325−1.4% | Reduced |
| Nwi Management LP | 168,000 | $29.8M | 3.81% | 00.0% | Unchanged |
| Haverford Financial Services, Inc. | 167,834 | $29.8M | 6.75% | −6,598−3.8% | Reduced |
| Kiley Juergens Wealth Management, LLC | 167,738 | $29.8M | 11.30% | +5,095+3.1% | Added |
| Country Club Trust Company, n.a. | 166,992 | $29.8M | 2.35% | −1,583−0.9% | Reduced |
| Bruce & Co., Inc. | 167,400 | $29.7M | 5.94% | −75,300−31.0% | Reduced |
| Zhang Financial LLC | 167,268 | $29.7M | 5.26% | +88,732+113.0% | Added |
| Intrust Bank NA | 167,213 | $29.7M | 3.57% | −2,880−1.7% | Reduced |
| Stratos Wealth Advisors, LLC | 167,022 | $29.7M | 2.14% | +3,359+2.1% | Added |
| Diamant Asset Management, Inc. | 166,936 | $29.6M | 21.67% | −1,534−0.9% | Reduced |
| Atwood & Palmer Inc | 166,895 | $29.6M | 2.48% | −517−0.3% | Reduced |
| Intersect Capital LLC | 166,848 | $29.6M | 5.46% | −59,511−26.3% | Reduced |
| Capital Investment Advisory Services, LLC | 166,627 | $29.6M | 3.51% | −3,134−1.8% | Reduced |
| Legacy Capital Partners, Inc. | 165,804 | $29.4M | 9.54% | −3,468−2.0% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 165,812 | $29.4M | 2.55% | −1,858−1.1% | Reduced |
| Green Square Capital Advisors LLC | 165,636 | $29.4M | 5.81% | +234+0.1% | Added |
| Tiedemann Advisors, LLC | 165,581 | $29.4M | 1.43% | −4,337−2.6% | Reduced |
| Sargent Investment Group, LLC | 165,471 | $29.4M | 6.70% | +138+0.1% | Added |
| B&D White Capital Company, LLC | 165,440 | $29.4M | 9.66% | +49,715+43.0% | Added |
| South Street Advisors LLC | 165,255 | $29.3M | 5.14% | −962−0.6% | Reduced |
| Change Path, LLC | 164,697 | $29.2M | 1.44% | +5,158+3.2% | Added |
| Capital International Sarl | 164,551 | $29.2M | 1.39% | +37,197+29.2% | Added |
| Oak Asset Management, LLC | 164,410 | $29.2M | 11.15% | −3,398−2.0% | Reduced |
| Schechter Investment Advisors, LLC | 164,249 | $29.2M | 2.64% | +164,249 | New |
| Artemis Wealth Advisors, LLC | 164,191 | $29.2M | 3.61% | +560.0% | Added |
| BOK Financial Private Wealth, Inc. | 163,326 | $29.0M | 2.00% | +604+0.4% | Added |
| J Arnold Wealth Management Co | 163,133 | $29.0M | 12.99% | +1,123+0.7% | Added |
| Norman Fields, Gottscho Capital Management, LLC | 162,617 | $28.9M | 10.71% | −4,138−2.5% | Reduced |
| Boenning & Scattergood, Inc. | 162,244 | $28.8M | 4.60% | −3,068−1.9% | Reduced |
| Kidder Stephen W | 162,088 | $28.8M | 8.74% | −7,558−4.5% | Reduced |
| EagleClaw Capital Managment, LLC | 162,022 | $28.8M | 6.31% | +4,650+3.0% | Added |
| Rockland Trust Co | 162,012 | $28.8M | 1.83% | +36,510+29.1% | Added |
| Payden & Rygel | 161,900 | $28.7M | 1.33% | −1,000−0.6% | Reduced |
| Covington Investment Advisors Inc. | 161,697 | $28.7M | 5.85% | −2,421−1.5% | Reduced |
| Checchi Capital Advisers, LLC | 161,515 | $28.7M | 3.17% | +2,032+1.3% | Added |
| Dundas Partners LLP | 166,577 | $28.7M | 3.56% | +8,805+5.6% | Added |
| Journey Advisory Group, LLC | 161,155 | $28.6M | 7.91% | −1,341−0.8% | Reduced |
| EULAV Asset Management | 157,055 | $28.6M | 0.72% | −28,055−15.2% | Reduced |
| Confluence Wealth Services, Inc. | 160,814 | $28.6M | 9.21% | +160,814 | New |
| Beach Investment Counsel Inc | 160,766 | $28.5M | 3.77% | −2,930−1.8% | Reduced |
| Sittner & Nelson, LLC | 160,693 | $28.5M | 16.61% | +5,785+3.7% | Added |
| Azzad Asset Management Inc | 160,419 | $28.5M | 3.82% | −2,132−1.3% | Reduced |
| Smith, Moore & Co. | 160,287 | $28.5M | 3.95% | +11,378+7.6% | Added |
| Ferris Capital, LLC | 160,235 | $28.5M | 6.19% | 00.0% | Unchanged |
| Galvin, Gaustad & Stein, LLC | 160,033 | $28.4M | 2.45% | −6,532−3.9% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 159,781 | $28.4M | 2.09% | −29,200−15.5% | Reduced |
| Hutchinson Capital Management | 159,570 | $28.3M | 6.30% | −711−0.4% | Reduced |
| Ycg, LLC | 159,459 | $28.3M | 2.49% | +46,227+40.8% | Added |
| Lazard Freres Gestion S.A.S. | 158,932 | $28.3M | 0.76% | −10,720−6.3% | Reduced |
| Rowland & Co Investment Counsel | 168,171 | $28.3M | 6.33% | +121,097+257.2% | Added |
| Sage Capital Advisors,llc | 169,675 | $28.2M | 10.70% | −835−0.5% | Reduced |
| Winthrop Advisory Group LLC | 158,703 | $28.2M | 5.66% | −3,341−2.1% | Reduced |