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 |
|---|---|---|---|---|---|
| Sander Capital Advisors Inc | 158,547 | $28.2M | 11.35% | −13,947−8.1% | Reduced |
| Canandaigua National Corp | 158,077 | $28.1M | 4.14% | +7,229+4.8% | Added |
| Gilder Gagnon Howe & Co LLC | 157,957 | $28.0M | 0.16% | −40,036−20.2% | Reduced |
| Security National Bank | 157,698 | $28.0M | 6.34% | −3,297−2.0% | Reduced |
| Brewin Dolphin Wealth Management Ltd | 157,437 | $28.0M | 3.01% | −2,263−1.4% | Reduced |
| Anderson Hoagland & Co | 172,828 | $27.9M | 3.66% | +7,044+4.2% | Added |
| American National Insurance Co | 157,094 | $27.9M | 6.18% | −953,475−85.9% | Reduced |
| City Holding Co | 168,890 | $27.9M | 4.65% | −797−0.5% | Reduced |
| XML Financial, LLC | 156,926 | $27.9M | 3.36% | −5,824−3.6% | Reduced |
| Manitou Investment Management Ltd. | 156,862 | $27.9M | 4.46% | −532−0.3% | Reduced |
| Winch Advisory Services, LLC | 156,712 | $27.8M | 9.20% | −1,236−0.8% | Reduced |
| Hayek Kallen Investment Management | 156,398 | $27.8M | 9.90% | −2,854−1.8% | Reduced |
| Cypress Asset Management Inc | – | $27.7M | 6.60% | – | – |
| Taikang Asset Management (Hong Kong) Co Ltd | 156,000 | $27.7M | 5.52% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 155,990 | $27.7M | 3.81% | −3,343−2.1% | Reduced |
| Zevin Asset Management LLC | 155,904 | $27.7M | 4.99% | +316+0.2% | Added |
| Staley Capital Advisers Inc | 155,888 | $27.7M | 1.32% | −14,378−8.4% | Reduced |
| Allen Capital Group, LLC | 155,771 | $27.7M | 3.89% | +85,488+121.6% | Added |
| Cornerstone Wealth Group, LLC | 155,680 | $27.6M | 4.73% | +11,925+8.3% | Added |
| TruWealth Advisors, LLC | 155,518 | $27.6M | 2.80% | +3,696+2.4% | Added |
| Golden State Wealth Management, LLC | 155,504 | $27.6M | 4.75% | +36,019+30.1% | Added |
| Bennett Selby Investments LP | 155,336 | $27.6M | 15.93% | +355+0.2% | Added |
| Sterling Investment Advisors, Ltd. | 155,243 | $27.6M | 7.76% | −5,135−3.2% | Reduced |
| Buckingham Capital Management, Inc. | 155,079 | $27.5M | 4.27% | −5,120−3.2% | Reduced |
| American Money Management, LLC | 155,039 | $27.5M | 7.14% | +110+0.1% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 155,019 | $27.5M | 1.24% | +29,922+23.9% | Added |
| Baker Tilly Wealth Management, LLC | 154,344 | $27.4M | 2.94% | +4,240+2.8% | Added |
| One Wealth Advisors, LLC | 154,136 | $27.4M | 6.94% | +6,338+4.3% | Added |
| Kavar Capital Partners Group, LLC | 153,833 | $27.3M | 5.68% | +901+0.6% | Added |
| Symmetry Partners, LLC | 153,610 | $27.3M | 1.74% | −21,596−12.3% | Reduced |
| Commerzbank Aktiengesellschaft | 153,511 | $27.3M | 1.55% | +9,169+6.4% | Added |
| Horiko Capital Management LLC | 153,352 | $27.2M | 10.73% | +5,187+3.5% | Added |
| Terril Brothers, Inc. | 153,218 | $27.2M | 5.98% | 00.0% | Unchanged |
| Camden Capital, LLC | 152,964 | $27.2M | 5.83% | −83,833−35.4% | Reduced |
| Sepio Capital, LP | 152,696 | $27.1M | 2.03% | −20,783−12.0% | Reduced |
| Avitas Wealth Management LLC | 152,442 | $27.1M | 4.54% | +3,494+2.3% | Added |
| Madison Wealth Management | 152,278 | $27.0M | 5.42% | −3,756−2.4% | Reduced |
| West Coast Financial LLC | 151,873 | $27.0M | 3.86% | −3,319−2.1% | Reduced |
| Fulcrum Capital LLC | 151,228 | $26.9M | 5.82% | +1,092+0.7% | Added |
| SevenBridge Financial Group, LLC | 151,061 | $26.8M | 8.11% | +731+0.5% | Added |
| Brown Advisory Securities, LLC | 150,985 | $26.8M | 11.42% | −58,939−28.1% | Reduced |
| Trust Asset Management LLC | 150,839 | $26.8M | 3.31% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 150,760 | $26.8M | 0.33% | +93,266+162.2% | Added |
| Mitchell McLeod Pugh & Williams Inc | 150,727 | $26.8M | 8.84% | +2,796+1.9% | Added |
| Overbrook Management Corp | 150,465 | $26.7M | 5.39% | +1,150+0.8% | Added |
| Bremer Bank National Association | 150,435 | $26.7M | 4.42% | −5,842−3.7% | Reduced |
| Avantax Planning Partners, Inc. | 150,323 | $26.7M | 1.10% | −222−0.1% | Reduced |
| Peak Asset Management, LLC | 150,206 | $26.7M | 6.15% | −2,366−1.6% | Reduced |
| Pioneer Trust Bank N A | 149,788 | $26.6M | 6.91% | −2,565−1.7% | Reduced |
| Sunbelt Securities, Inc. | 151,804 | $26.5M | 4.31% | +26,943+21.6% | Added |
| Hoertkorn Richard Charles | 149,357 | $26.5M | 10.74% | −635−0.4% | Reduced |
| GPS Wealth Strategies Group, LLC | 149,270 | $26.5M | 5.85% | −2,836−1.9% | Reduced |
| Pine Ridge Advisers LLC | 149,110 | $26.5M | 7.27% | −46,090−23.6% | Reduced |
| Quadrant Private Wealth Management, LLC | 148,997 | $26.5M | 9.83% | +385+0.3% | Added |
| West Branch Capital LLC | 148,887 | $26.4M | 11.25% | +1,062+0.7% | Added |
| BDO Wealth Advisors, LLC | 148,868 | $26.4M | 2.80% | +153+0.1% | Added |
| Arrow Financial Corp | 148,629 | $26.4M | 3.12% | −12,826−7.9% | Reduced |
| Trustmark National Bank Trust Department | 148,550 | $26.4M | 2.01% | −736−0.5% | Reduced |
| Harbor Advisors LLC | 148,400 | $26.4M | 4.90% | 00.0% | Unchanged |
| Hudson Valley Investment Advisors Inc | 148,242 | $26.3M | 4.11% | −1,769−1.2% | Reduced |
| NTV Asset Management LLC | 147,904 | $26.3M | 4.36% | −2,546−1.7% | Reduced |
| Segment Wealth Management, LLC | 147,767 | $26.2M | 2.75% | +8,628+6.2% | Added |
| Grand Jean Capital Management Inc | 147,559 | $26.2M | 6.51% | +19,928+15.6% | Added |
| Motley Fool Wealth Management, LLC | 147,395 | $26.2M | 1.14% | −400.0% | Reduced |
| Martin Investment Management, LLC | 147,108 | $26.1M | 6.47% | −23,915−14.0% | Reduced |
| LVW Advisors, LLC | 147,110 | $26.1M | 4.45% | −10,425−6.6% | Reduced |
| Ascent Wealth Partners, LLC | 146,900 | $26.1M | 4.64% | −671−0.5% | Reduced |
| IFG Advisory, LLC | 146,412 | $26.0M | 2.54% | −2,171−1.5% | Reduced |
| Glassman Wealth Services | 146,401 | $26.0M | 4.78% | −8,195−5.3% | Reduced |
| Ardent Capital Management, Inc. | 146,218 | $26.0M | 17.24% | +146,218 | New |
| Beck Mack & Oliver LLC | 146,122 | $25.9M | 0.62% | −3,237−2.2% | Reduced |
| Slow Capital, Inc. | 145,957 | $25.9M | 4.43% | +431+0.3% | Added |
| Supplemental Annuity Collective Trust of NJ | 145,000 | $25.7M | 7.87% | −11,100−7.1% | Reduced |
| CoreCap Advisors, LLC | 144,845 | $25.7M | 1.72% | +144,845 | New |
| Arete Wealth Advisors, LLC | 142,421 | $25.7M | 2.19% | +586+0.4% | Added |
| Arcadia Investment Management Corp | 144,772 | $25.7M | 4.30% | −3,590−2.4% | Reduced |
| Stonebridge Capital Management Inc | 144,526 | $25.7M | 8.93% | −3,348−2.3% | Reduced |
| YorkBridge Wealth Partners, LLC | 144,248 | $25.6M | 5.74% | −8,163−5.4% | Reduced |
| Dorsey & Whitney Trust CO LLC | 144,220 | $25.6M | 2.15% | +5,670+4.1% | Added |
| Howland Capital Management LLC | 144,193 | $25.6M | 1.30% | −3,587−2.4% | Reduced |
| Whalerock Point Partners, LLC | 143,948 | $25.6M | 8.76% | +1,316+0.9% | Added |
| Spearhead Capital Advisors, LLC | 143,834 | $25.5M | 3.08% | +1,790+1.3% | Added |
| Selway Asset Management | 143,654 | $25.5M | 12.09% | −2,024−1.4% | Reduced |
| Options Solutions, LLC | 143,543 | $25.5M | 23.17% | +143,543 | New |
| Laurel Wealth Advisors LLC | 143,532 | $25.5M | 5.33% | +567+0.4% | Added |
| McKinley Carter Wealth Services, Inc. | 143,389 | $25.5M | 1.90% | −133−0.1% | Reduced |
| Pacific Wealth Strategies Group, Inc. | 143,353 | $25.5M | 8.86% | +652+0.5% | Added |
| Carderock Capital Management Inc | 143,106 | $25.4M | 6.10% | −827−0.6% | Reduced |
| Sigma Investment Counselors Inc | 143,069 | $25.4M | 1.78% | −1,240−0.9% | Reduced |
| Budros, Ruhlin & Roe, Inc. | 142,667 | $25.3M | 2.74% | −31,286−18.0% | Reduced |
| Pitcairn Co | 142,315 | $25.3M | 1.63% | −10,641−7.0% | Reduced |
| Whitener Capital Management, Inc. | 142,221 | $25.3M | 9.03% | −4,430−3.0% | Reduced |
| Capital Analysts, LLC | 141,876 | $25.2M | 1.53% | +10,188+7.7% | Added |
| Summit X, LLC | 141,756 | $25.2M | 5.86% | +1,122+0.8% | Added |
| Chickasaw Capital Management LLC | 141,773 | $25.2M | 1.28% | −4,040−2.8% | Reduced |
| Wallington Asset Management, LLC | 141,404 | $25.1M | 3.83% | −800−0.6% | Reduced |
| China Universal Asset Management Co., Ltd. | 141,212 | $25.1M | 5.97% | +141,212 | New |
| Plimoth Trust Co LLC | 141,172 | $25.1M | 6.36% | −1,952−1.4% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 141,020 | $25.0M | 0.06% | −13,638−8.8% | Reduced |
| Southland Equity Partners LLC | 140,386 | $24.9M | 10.22% | +1,372+1.0% | Added |