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 |
|---|---|---|---|---|---|
| Motco | 126,674 | $22.5M | 1.39% | −6,305−4.7% | Reduced |
| Nelson Capital Management, LLC | 126,631 | $22.5M | 4.16% | −242−0.2% | Reduced |
| Mirador Capital Partners LP | 125,953 | $22.4M | 4.71% | +2,006+1.6% | Added |
| CMH Wealth Management LLC | 125,859 | $22.3M | 6.74% | +4,772+3.9% | Added |
| Sentry Investment Management LLC | 125,813 | $22.3M | 5.88% | −4,555−3.5% | Reduced |
| Soros Capital Management LLC | 125,750 | $22.3M | 6.08% | +125,750 | New |
| Matrix Asset Advisors Inc | 125,539 | $22.3M | 2.90% | −358−0.3% | Reduced |
| J. W. Coons Advisors, LLC | 125,445 | $22.3M | 6.73% | −1,415−1.1% | Reduced |
| BancorpSouth Bank | 125,318 | $22.3M | 2.77% | −12,077−8.8% | Reduced |
| Crossvault Capital Management LLC | 125,221 | $22.2M | 6.67% | +1,779+1.4% | Added |
| Linden Rose Investment LLC | 125,015 | $22.2M | 41.35% | +94,218+305.9% | Added |
| Absher Wealth Management, LLC | 124,893 | $22.2M | 3.72% | +70+0.1% | Added |
| Bellecapital International Ltd. | 124,875 | $22.2M | 6.32% | +449+0.4% | Added |
| Scott & Selber, Inc. | 124,597 | $22.1M | 7.85% | −459−0.4% | Reduced |
| GenTrust, LLC | 126,464 | $22.1M | 1.73% | −886−0.7% | Reduced |
| Wealth Architects, LLC | 124,325 | $22.1M | 3.87% | −3,679−2.9% | Reduced |
| Wells Trecaso Financial Group, LLC | 124,313 | $22.1M | 9.60% | −4,759−3.7% | Reduced |
| Tufton Capital Management | 124,036 | $22.0M | 3.38% | −78−0.1% | Reduced |
| Rench Wealth Management, Inc. | 124,014 | $22.0M | 9.93% | −4,665−3.6% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 123,989 | $22.0M | 4.21% | −43,857−26.1% | Reduced |
| Buckhead Capital Management LLC | 123,752 | $22.0M | 4.65% | +374+0.3% | Added |
| Sanders Morris Harris LLC | 122,076 | $22.0M | 3.80% | −1,492−1.2% | Reduced |
| Fieldpoint Private Securities, LLC | 123,261 | $21.9M | 4.29% | +8,757+7.6% | Added |
| Sowa Financial Group, Inc. | 123,208 | $21.9M | 12.81% | +2,715+2.3% | Added |
| Ausdal Financial Partners, Inc. | 123,164 | $21.9M | 2.94% | −3,765−3.0% | Reduced |
| Gryphon Financial Partners LLC | 122,743 | $21.8M | 4.32% | +2,207+1.8% | Added |
| King Wealth | 122,719 | $21.8M | 4.04% | −30.0% | Reduced |
| Pettyjohn, Wood & White, Inc | 122,629 | $21.8M | 4.49% | −1,845−1.5% | Reduced |
| Comerica Securities,inc. | 122,107 | $21.7M | 1.39% | −2,737−2.2% | Reduced |
| Broadleaf Partners, LLC | 121,934 | $21.7M | 6.65% | −863−0.7% | Reduced |
| MBB Public Markets I LLC | 121,707 | $21.6M | 0.44% | +121,707 | New |
| Claraphi Advisory Network, LLC | 121,545 | $21.6M | 7.52% | −14,748−10.8% | Reduced |
| Sumitomo Mitsui Financial Group, Inc. | 121,339 | $21.6M | 0.63% | +5,154+4.4% | Added |
| Clarkston Capital Partners, LLC | 121,342 | $21.5M | 0.37% | +57,439+89.9% | Added |
| Trybe Capital Management LP | 121,334 | $21.5M | 11.37% | +32,497+36.6% | Added |
| SOL Capital Management CO | 121,275 | $21.5M | 3.89% | −150−0.1% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 121,190 | $21.5M | 1.37% | −29,401−19.5% | Reduced |
| Capstone Investment Advisors, LLC | 121,147 | $21.5M | 0.34% | −331,871−73.3% | Reduced |
| Wolf Group Capital Advisors | 120,843 | $21.5M | 3.51% | +59,938+98.4% | Added |
| McCollum Christoferson Group LLC | 120,568 | $21.4M | 4.82% | −1,625−1.3% | Reduced |
| Bluefin Capital Management, LLC | 120,496 | $21.4M | 1.70% | +117,158+3,509.8% | Added |
| Hendley & Co Inc | 120,138 | $21.3M | 6.96% | −3,388−2.7% | Reduced |
| Security Asset Management | 120,090 | $21.3M | 8.28% | −8,072−6.3% | Reduced |
| RBF Capital, LLC | 120,000 | $21.3M | 1.33% | 00.0% | Unchanged |
| Qtron Investments LLC | 119,895 | $21.3M | 4.81% | +1,666+1.4% | Added |
| Smith Anglin Financial, LLC | 119,889 | $21.3M | 3.63% | −8,113−6.3% | Reduced |
| 1776 Wealth LLC | 119,883 | $21.3M | 11.44% | +3,302+2.8% | Added |
| Ipswich Investment Management Co., Inc. | 119,762 | $21.3M | 4.96% | −297−0.2% | Reduced |
| Perennial Advisors, LLC | 119,682 | $21.3M | 5.73% | +664+0.6% | Added |
| Cardiff Park Advisors, LLC | 119,650 | $21.2M | 2.80% | +119,650 | New |
| GAM Holding AG | 119,605 | $21.2M | 0.95% | −744−0.6% | Reduced |
| Navalign, LLC | 119,606 | $21.2M | 8.48% | −482−0.4% | Reduced |
| Circle Wealth Management, LLC | 119,194 | $21.2M | 2.76% | +7,218+6.4% | Added |
| Weil Company, Inc. | 118,974 | $21.1M | 9.85% | +2,988+2.6% | Added |
| Central Bank & Trust Co | 118,919 | $21.1M | 3.26% | −5,260−4.2% | Reduced |
| TD Private Client Wealth LLC | 118,844 | $21.1M | 0.88% | −27,459−18.8% | Reduced |
| DMG Group, LLC | 132,510 | $21.1M | 18.20% | +132,510 | New |
| Westbourne Investment Advisors, Inc. | 118,742 | $21.1M | 8.28% | −1,722−1.4% | Reduced |
| Crescent Grove Advisors, LLC | 118,562 | $21.1M | 1.97% | −349−0.3% | Reduced |
| Quantitative Investment Management, LLC | 118,386 | $21.0M | 2.95% | +38,469+48.1% | Added |
| Biechele Royce Advisors | 118,364 | $21.0M | 8.41% | −2,093−1.7% | Reduced |
| GYL Financial Synergies, LLC | 118,268 | $21.0M | 5.67% | +7,802+7.1% | Added |
| Avalon Global Asset Management LLC | 118,220 | $21.0M | 7.34% | −16,300−12.1% | Reduced |
| Spectrum Management Group, LLC | 118,141 | $21.0M | 3.02% | −3,923−3.2% | Reduced |
| Capital Asset Advisory Services LLC | 118,047 | $21.0M | 2.22% | −9,437−7.4% | Reduced |
| Puzo Michael J | 118,033 | $21.0M | 5.92% | +170.0% | Added |
| Benedict Financial Advisors Inc | 118,000 | $21.0M | 5.46% | −5,438−4.4% | Reduced |
| Northstar Asset Management Inc | 117,920 | $20.9M | 5.26% | +2,127+1.8% | Added |
| Vident Investment Advisory, LLC | 117,907 | $20.9M | 0.54% | +1,962+1.7% | Added |
| Main Street Financial Solutions, LLC | 117,763 | $20.9M | 2.96% | +1,568+1.3% | Added |
| Essex Investment Management Co LLC | 117,751 | $20.9M | 2.39% | −617−0.5% | Reduced |
| Seeyond | 117,016 | $20.8M | 1.93% | −11,049−8.6% | Reduced |
| FDx Advisors, Inc. | 116,997 | $20.8M | 0.57% | −8,866−7.0% | Reduced |
| Advisor Resource Council | 116,768 | $20.7M | 1.61% | +88,553+313.9% | Added |
| Round Table Services, LLC | 116,766 | $20.7M | 3.91% | −3,445−2.9% | Reduced |
| SkyOak Wealth, LLC | 116,616 | $20.7M | 5.26% | −404−0.3% | Reduced |
| TCG Advisory Services, LLC | 116,616 | $20.7M | 4.86% | −5,635−4.6% | Reduced |
| Peddock Capital Advisors, LLC | 116,483 | $20.7M | 6.83% | −1,047−0.9% | Reduced |
| Bank of New Hampshire | 116,349 | $20.7M | 5.02% | +4,859+4.4% | Added |
| 9258 Wealth Management, LLC | 116,343 | $20.7M | 4.74% | −422−0.4% | Reduced |
| Old Mission Investment Co LLC | 116,221 | $20.6M | 7.49% | +83+0.1% | Added |
| Blume Capital Management, Inc. | 116,143 | $20.6M | 6.81% | +310+0.3% | Added |
| Financial Advisory Service, Inc. | 116,083 | $20.6M | 1.89% | −6,430−5.2% | Reduced |
| Cypress Capital Management LLC (WY) | 116,053 | $20.6M | 17.29% | +199+0.2% | Added |
| PDS Planning, Inc | 115,987 | $20.6M | 3.94% | +69,193+147.9% | Added |
| Concentrum Wealth Management | 115,961 | $20.6M | 11.01% | +71,921+163.3% | Added |
| Verity & Verity, LLC | 115,917 | $20.6M | 2.94% | −28,829−19.9% | Reduced |
| Guardian Investment Management | 115,793 | $20.6M | 14.30% | +362+0.3% | Added |
| Optimum Investment Advisors | 115,679 | $20.5M | 8.00% | −2,681−2.3% | Reduced |
| Marietta Wealth Management, LLC | 115,478 | $20.5M | 4.12% | −1,526−1.3% | Reduced |
| Capital City Trust Co | 115,386 | $20.5M | 5.82% | −2,441−2.1% | Reduced |
| RSM US Wealth Management LLC | 115,008 | $20.4M | 1.00% | +14,176+14.1% | Added |
| Brandywine Oak Private Wealth LLC | 114,933 | $20.4M | 2.23% | −7,342−6.0% | Reduced |
| Cordatus Wealth Management LLC | 114,861 | $20.4M | 5.97% | +114,861 | New |
| Merit Financial Group, LLC | 114,571 | $20.3M | 2.00% | −3,251−2.8% | Reduced |
| Copeland Capital Management, LLC | 114,531 | $20.3M | 0.53% | +1,855+1.6% | Added |
| Y-Intercept (Hong Kong) Ltd | 114,494 | $20.3M | 4.82% | +93,680+450.1% | Added |
| Searle & Co. | 114,491 | $20.3M | 7.40% | −1,100−1.0% | Reduced |
| Pinnacle Family Advisors, LLC | 114,465 | $20.3M | 9.20% | +350.0% | Added |
| Clarity Wealth Advisors, LLC | 114,256 | $20.3M | 9.43% | −1,094−0.9% | Reduced |