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 |
|---|---|---|---|---|---|
| Financial Enhancement Group LLC | 114,248 | $20.3M | 3.56% | −310.0% | Reduced |
| Walter & Keenan Financial Consulting Co | 114,178 | $20.3M | 6.59% | −7,948−6.5% | Reduced |
| Strategic Global Advisors, LLC | 114,008 | $20.2M | 2.63% | −43,747−27.7% | Reduced |
| Hamel Associates, Inc. | 113,969 | $20.2M | 7.26% | +1,360+1.2% | Added |
| Frisch Financial Group, Inc. | 115,069 | $20.2M | 6.33% | −6,021−5.0% | Reduced |
| Ibex Wealth Advisors | 113,687 | $20.2M | 3.57% | +2,607+2.3% | Added |
| Eos Management, L.P. | 113,540 | $20.2M | 11.87% | 00.0% | Unchanged |
| Decatur Capital Management, Inc. | 113,453 | $20.1M | 11.93% | −1,369−1.2% | Reduced |
| StoneX Group Inc. | 113,148 | $20.1M | 2.31% | +11,951+11.8% | Added |
| Lester Murray Antman dba SimplyRich | 113,035 | $20.1M | 6.66% | −205−0.2% | Reduced |
| Regent Peak Wealth Advisors LLC | 112,888 | $20.0M | 5.45% | +1,214+1.1% | Added |
| Bollard Group LLC | 112,864 | $20.0M | 0.64% | +165+0.1% | Added |
| Taylor Wealth Management Partners | 112,807 | $20.0M | 7.06% | −2,049−1.8% | Reduced |
| Carroll Investors, Inc | 113,118 | $20.0M | 11.35% | +113,118 | New |
| Acorn Financial Advisory Services Inc | 112,617 | $20.0M | 4.00% | −99,365−46.9% | Reduced |
| Enterprise Trust & Investment Co | 112,342 | $19.9M | 6.97% | −3,050−2.6% | Reduced |
| Searcy Financial Services Inc | 112,298 | $19.9M | 8.92% | +54,179+93.2% | Added |
| Paragon Capital Management LLC | 112,276 | $19.9M | 10.03% | −8,626−7.1% | Reduced |
| Elk River Wealth Management, LLC | 112,133 | $19.9M | 4.51% | −539−0.5% | Reduced |
| ARGI Investment Services, LLC | 112,074 | $19.9M | 0.59% | +2,774+2.5% | Added |
| Cooper Financial Group | 112,065 | $19.9M | 7.51% | −35,801−24.2% | Reduced |
| American Research & Management Co. | 111,991 | $19.9M | 4.30% | −1,665−1.5% | Reduced |
| Ridgecrest Wealth Partners, LLC | 111,984 | $19.9M | 9.68% | +3,336+3.1% | Added |
| Family Management Corp | 111,961 | $19.9M | 5.17% | +932+0.8% | Added |
| Garde Capital, Inc. | 111,821 | $19.9M | 1.94% | −2,745−2.4% | Reduced |
| BFSG, LLC | 111,737 | $19.8M | 2.76% | −550−0.5% | Reduced |
| Bell Rock Capital LLC | 110,185 | $19.8M | 14.55% | +110,185 | New |
| Osher Van de Voorde Investment Management | 111,484 | $19.8M | 4.38% | +3,214+3.0% | Added |
| Venturi Wealth Management, LLC | 111,449 | $19.8M | 1.50% | +2,313+2.1% | Added |
| NBW Capital LLC | 111,441 | $19.8M | 4.40% | −1,520−1.3% | Reduced |
| Harrell Investment Partners, LLC | 111,246 | $19.8M | 6.07% | +628+0.6% | Added |
| Pekin Hardy Strauss, Inc. | 110,890 | $19.7M | 2.68% | −947−0.8% | Reduced |
| Riverview Capital Advisers, LLC | 110,791 | $19.7M | 8.76% | +110,791 | New |
| Brown Miller Wealth Management, LLC | 110,696 | $19.7M | 11.25% | −4,504−3.9% | Reduced |
| Bank Ozk | 110,542 | $19.6M | 8.00% | −2,195−1.9% | Reduced |
| Ellis Investment Partners, LLC | 110,546 | $19.6M | 4.51% | +663+0.6% | Added |
| Inscription Capital, LLC | 110,382 | $19.6M | 5.36% | +16,331+17.4% | Added |
| Udine Wealth Management, Inc. | 110,131 | $19.6M | 20.19% | +110,131 | New |
| Liberty Capital Management, Inc. | 109,994 | $19.5M | 5.27% | −2,239−2.0% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 109,922 | $19.5M | 3.43% | −1,828−1.6% | Reduced |
| Silicon Valley Community Foundation | 109,891 | $19.5M | 1.29% | +109,891 | New |
| Community Financial Services Group, LLC | 109,854 | $19.5M | 4.89% | −442−0.4% | Reduced |
| Omers Administration Corp | 109,777 | $19.5M | 0.25% | 00.0% | Unchanged |
| Nicholas Hoffman & Company, LLC. | 109,773 | $19.5M | 0.62% | −3,024−2.7% | Reduced |
| WoodTrust Financial Corp | 109,619 | $19.5M | 4.03% | +533+0.5% | Added |
| Simmons Bank | 109,605 | $19.5M | 1.36% | −9,284−7.8% | Reduced |
| Breiter Capital Management Inc | 109,582 | $19.5M | 9.54% | −426−0.4% | Reduced |
| Alpha Omega Wealth Management LLC | 112,901 | $19.4M | 2.99% | −1,494−1.3% | Reduced |
| Grandview Asset Management LLC | 109,283 | $19.4M | 7.80% | +109,283 | New |
| Patten Group, Inc. | 109,247 | $19.4M | 5.14% | +130+0.1% | Added |
| Synergy Financial Management, LLC | 108,983 | $19.4M | 4.60% | −129,282−54.3% | Reduced |
| Castleview Partners, LLC | 3,435,062 | $19.3M | 0.17% | +3,435,062 | New |
| Wealth Effects LLC | 108,931 | $19.3M | 8.03% | +108,931 | New |
| Anchor Investment Management, LLC | 108,762 | $19.3M | 2.40% | +1,033+1.0% | Added |
| Prestige Wealth Management Group LLC | 108,606 | $19.3M | 4.61% | −225−0.2% | Reduced |
| Banyan Capital Management, Inc. | 108,416 | $19.3M | 11.11% | −7,685−6.6% | Reduced |
| First Long Island Investors, LLC | 108,364 | $19.2M | 1.51% | −3,825−3.4% | Reduced |
| Chatham Capital Group, Inc. | 108,187 | $19.2M | 3.47% | −795−0.7% | Reduced |
| Quent Capital, LLC | 108,177 | $19.2M | 4.06% | +108,177 | New |
| Kistler-Tiffany Companies, LLC | 108,168 | $19.2M | 3.75% | −1,061−1.0% | Reduced |
| American National Registered Investment Advisor, Inc. | 107,851 | $19.2M | 6.32% | −180.0% | Reduced |
| Oak Harvest Investment Services | 107,835 | $19.1M | 4.75% | +1,467+1.4% | Added |
| Essex Savings Bank | 107,829 | $19.1M | 6.49% | −793−0.7% | Reduced |
| Grandfield & Dodd, LLC | 107,784 | $19.1M | 1.23% | −240−0.2% | Reduced |
| Capital Planning Advisors, LLC | 107,716 | $19.1M | 3.64% | +1,463+1.4% | Added |
| Adams Asset Advisors, LLC | 107,664 | $19.1M | 3.48% | −5,274−4.7% | Reduced |
| Gardner Lewis Asset Management L P | 107,505 | $19.1M | 3.69% | −3,595−3.2% | Reduced |
| FRG Family Wealth Advisors LLC | 107,361 | $19.1M | 3.56% | −7,527−6.6% | Reduced |
| Sterneck Capital Management, LLC | 106,954 | $19.0M | 11.23% | −2,877−2.6% | Reduced |
| BNC Wealth Management, LLC | 106,772 | $19.0M | 8.97% | +7,946+8.0% | Added |
| Engine No. 1 LLC | 106,757 | $19.0M | 3.92% | +22,127+26.1% | Added |
| Marcum Wealth, LLC | 106,650 | $18.9M | 2.63% | +6,827+6.8% | Added |
| Csenge Advisory Group | 137,711 | $18.9M | 1.68% | −5,512−3.8% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 106,252 | $18.9M | 4.63% | +51,409+93.7% | Added |
| HFR Wealth Management, LLC | 106,148 | $18.8M | 4.73% | +556+0.5% | Added |
| Strategic Wealth Designers | 106,148 | $18.8M | 4.90% | +4,647+4.6% | Added |
| Hedeker Wealth, LLC | 105,944 | $18.8M | 5.47% | −751−0.7% | Reduced |
| Vishria Bird Financial Group, LLC | 105,838 | $18.8M | 8.75% | +1,558+1.5% | Added |
| Rbo & Co LLC | 105,725 | $18.8M | 2.95% | −980−0.9% | Reduced |
| Principal Street Partners, LLC | 105,697 | $18.8M | 4.52% | +1,074+1.0% | Added |
| TCI Wealth Advisors, Inc. | 105,682 | $18.8M | 2.77% | −2,130−2.0% | Reduced |
| Wellington Shields & Co., LLC | 105,510 | $18.7M | 3.74% | +7,754+7.9% | Added |
| Taylor Hoffman Wealth Management | 105,421 | $18.7M | 7.12% | −3,357−3.1% | Reduced |
| Westhampton Capital, LLC | 105,405 | $18.7M | 11.46% | −973−0.9% | Reduced |
| Warther Private Wealth, LLC | 102,738 | $18.7M | 13.87% | +4,167+4.2% | Added |
| GFG Capital, LLC | 105,128 | $18.7M | 5.61% | +738+0.7% | Added |
| Keeler Thomas Management LLC | 105,127 | $18.7M | 8.08% | −3,277−3.0% | Reduced |
| Matthew 25 Management Corp | 105,000 | $18.6M | 4.97% | −17,500−14.3% | Reduced |
| SFE Investment Counsel | 105,002 | $18.6M | 4.79% | +3,950+3.9% | Added |
| Hikari Tsushin, Inc. | 104,936 | $18.6M | 2.04% | +104,936 | New |
| Neumann Capital Management, LLC | 104,843 | $18.6M | 7.58% | +19,401+22.7% | Added |
| Pegasus Asset Management, Inc. | 104,836 | $18.6M | 7.63% | −381−0.4% | Reduced |
| Guyasuta Investment Advisors Inc | 104,832 | $18.6M | 1.22% | −60−0.1% | Reduced |
| Consolidated Investment Group LLC | 104,828 | $18.6M | 2.95% | 00.0% | Unchanged |
| ProVise Management Group, LLC | 104,570 | $18.6M | 1.68% | −2,449−2.3% | Reduced |
| Asio Capital, LLC | 104,555 | $18.6M | 5.78% | +1,626+1.6% | Added |
| DF Dent & Co Inc | 104,382 | $18.5M | 0.19% | +6,086+6.2% | Added |
| Biltmore Capital Advisors LLC | 104,166 | $18.5M | 3.09% | −13,545−11.5% | Reduced |
| Roberts Glore & Co Inc | 103,980 | $18.5M | 4.86% | −1,234−1.2% | Reduced |
| Duncker Streett & Co Inc | 103,810 | $18.4M | 3.17% | +884+0.9% | Added |