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
- 4,404
- +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
- 1,960 more reduced
68 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 |
|---|---|---|---|---|---|
| O'Dell Group, LLC | 103,695 | $18.4M | 5.36% | −4,695−4.3% | Reduced |
| Pecaut & Co. | 103,662 | $18.4M | 9.35% | −5,296−4.9% | Reduced |
| Financial Partners Group, Inc | 105,231 | $18.4M | 4.02% | +329+0.3% | Added |
| Holderness Investments Co | 103,433 | $18.4M | 5.42% | −478−0.5% | Reduced |
| WESPAC Advisors SoCal, LLC | 105,174 | $18.4M | 5.61% | +1,713+1.7% | Added |
| Asset Dedication, LLC | 103,432 | $18.4M | 2.21% | +1,701+1.7% | Added |
| Tamar Securities, LLC | 103,158 | $18.3M | 5.40% | −10,209−9.0% | Reduced |
| Jump Financial, LLC | 103,123 | $18.3M | 1.15% | +80,530+356.4% | Added |
| Cedar Brook Financial Partners, LLC | 103,034 | $18.3M | 4.69% | +5,499+5.6% | Added |
| Foster Dykema Cabot & Co Inc | 103,008 | $18.3M | 2.06% | +414+0.4% | Added |
| Titus Wealth Management | 102,824 | $18.3M | 8.22% | −477−0.5% | Reduced |
| Consolidated Capital Management, LLC | 102,805 | $18.3M | 8.09% | −860−0.8% | Reduced |
| AIMZ Investment Advisors, LLC | 102,793 | $18.3M | 7.10% | +121+0.1% | Added |
| Wills Financial Group, Inc. | 102,777 | $18.3M | 7.22% | −160−0.2% | Reduced |
| Vestmark Advisory Solutions, Inc. | 102,568 | $18.2M | 1.03% | +4,838+5.0% | Added |
| Ignite Planners, LLC | 106,728 | $18.2M | 11.82% | +106,728 | New |
| Gradient Capital Advisors, LLC | 101,956 | $18.1M | 7.54% | +107+0.1% | Added |
| JTC Employer Solutions Trusteee Ltd | 101,849 | $18.1M | 2.23% | +683+0.7% | Added |
| Paulson Wealth Management Inc. | 101,437 | $18.0M | 8.05% | −280−0.3% | Reduced |
| Summit Financial, LLC | 101,107 | $18.0M | 1.37% | +15,665+18.3% | Added |
| C2C Wealth Management, LLC | 100,961 | $17.9M | 2.58% | +100,961 | New |
| 180 Wealth Advisors, LLC | 110,170 | $17.9M | 4.02% | −2,040−1.8% | Reduced |
| Gemmer Asset Management LLC | 100,741 | $17.9M | 2.11% | −7,769−7.2% | Reduced |
| BSW Wealth Partners | 100,638 | $17.9M | 4.49% | +13,339+15.3% | Added |
| Newbridge Financial Services Group, Inc. | 100,638 | $17.9M | 8.44% | +28,128+38.8% | Added |
| Bienville Capital Management, LLC | 100,614 | $17.9M | 12.93% | +10,000+11.0% | Added |
| Trust Co of Oklahoma | 100,441 | $17.8M | 6.03% | −5,886−5.5% | Reduced |
| Trexquant Investment LP | 100,400 | $17.8M | 1.10% | +6,207+6.6% | Added |
| Jeppson Wealth Management, LLC | 100,230 | $17.8M | 8.59% | −1,658−1.6% | Reduced |
| Edge Capital Group, LLC | 100,022 | $17.8M | 1.26% | −1,066−1.1% | Reduced |
| Eagle Rock Investment Company, LLC | 100,006 | $17.8M | 3.40% | +100,006 | New |
| Voleon Capital Management LP | 100,000 | $17.8M | 2.96% | +100,000 | New |
| Hamilton Point Investment Advisors, LLC | 99,949 | $17.7M | 4.22% | +160.0% | Added |
| Fusion Capital, LLC | 99,946 | $17.7M | 9.02% | +1,388+1.4% | Added |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 99,737 | $17.7M | 3.11% | +43,681+77.9% | Added |
| Wright Investors Service Inc | 99,624 | $17.7M | 4.47% | −15,151−13.2% | Reduced |
| Doheny Asset Management | 99,603 | $17.7M | 12.40% | −7,198−6.7% | Reduced |
| WealthShield Partners, LLC | 99,519 | $17.7M | 2.94% | +69,200+228.2% | Added |
| KG&L Capital Management,LLC | 99,439 | $17.7M | 7.12% | −7,437−7.0% | Reduced |
| Shepherd Financial Partners LLC | 99,435 | $17.7M | 3.07% | +1,674+1.7% | Added |
| Sierra Capital LLC | 99,297 | $17.6M | 2.63% | +31,796+47.1% | Added |
| Occidental Asset Management, LLC | 98,903 | $17.6M | 4.17% | +17,288+21.2% | Added |
| F/M Investments LLC | 98,833 | $17.6M | 12.84% | −1,275−1.3% | Reduced |
| Baker Boyer National Bank | 98,743 | $17.5M | 8.06% | +98,743 | New |
| Asset Management Group, Inc. | 98,738 | $17.5M | 3.45% | −2,942−2.9% | Reduced |
| Jeereddi Investments, LP | 98,663 | $17.5M | 17.32% | −8,268−7.7% | Reduced |
| Baader Bank INC | 98,573 | $17.5M | 1.38% | +98,573 | New |
| Asset Management Corp | 98,530 | $17.5M | 10.14% | −2,312−2.3% | Reduced |
| Claro Advisors LLC | 98,397 | $17.5M | 6.29% | −260.0% | Reduced |
| Apexium Financial, LP | 98,334 | $17.5M | 9.01% | −148−0.2% | Reduced |
| Horan Capital Advisors, LLC. | 98,111 | $17.4M | 6.90% | +1,042+1.1% | Added |
| Plante Moran Financial Advisors, LLC | 97,982 | $17.4M | 2.85% | −684−0.7% | Reduced |
| Farmers National Bank | 97,842 | $17.4M | 5.76% | +1,989+2.1% | Added |
| Toth Financial Advisory Corp | 97,836 | $17.4M | 2.37% | −1,503−1.5% | Reduced |
| RKL Wealth Management LLC | 97,704 | $17.3M | 2.06% | −6,010−5.8% | Reduced |
| First Interstate Bank | 97,288 | $17.3M | 1.68% | +390+0.4% | Added |
| Focused Wealth Management, Inc | 97,175 | $17.3M | 2.67% | −294−0.3% | Reduced |
| Perkins Coie Trust Co | 96,960 | $17.2M | 5.05% | +888+0.9% | Added |
| Vicus Capital | 97,600 | $17.1M | 1.75% | +97,600 | New |
| Verition Fund Management LLC | 96,230 | $17.1M | 0.22% | +70,599+275.4% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 96,215 | $17.1M | 0.92% | −2,240−2.3% | Reduced |
| Curbstone Financial Management Corp | 95,972 | $17.0M | 3.01% | −5,455−5.4% | Reduced |
| Mayflower Financial Advisors, LLC | 100,545 | $17.0M | 2.26% | +5,106+5.4% | Added |
| Atwater Malick LLC | 95,362 | $16.9M | 7.86% | −3,785−3.8% | Reduced |
| St. Louis Trust Co | 95,165 | $16.9M | 3.57% | +67,093+239.0% | Added |
| Index Fund Advisors, Inc. | 94,726 | $16.8M | 1.20% | +94,726 | New |
| Bank of Nova Scotia Trust Co | 94,695 | $16.8M | 1.46% | −3,869−3.9% | Reduced |
| Diligent Investors, LLC | 94,658 | $16.8M | 4.70% | +9,836+11.6% | Added |
| First Heartland Consultants, Inc. | 94,246 | $16.7M | 2.21% | +2,059+2.2% | Added |
| First PREMIER Bank | 94,186 | $16.7M | 4.33% | −1,016−1.1% | Reduced |
| Smithbridge Asset Management Inc | 94,171 | $16.7M | 5.09% | −2,065−2.1% | Reduced |
| Twin Lakes Capital Management, LLC | 93,953 | $16.7M | 8.90% | +78+0.1% | Added |
| Creative Financial Designs Inc | 93,867 | $16.7M | 2.51% | +6,699+7.7% | Added |
| Red Door Wealth Management, LLC | 93,896 | $16.7M | 5.47% | +5,250+5.9% | Added |
| Managed Asset Portfolios, LLC | 93,822 | $16.7M | 2.35% | +423+0.5% | Added |
| Next Century Growth Investors LLC | 93,732 | $16.6M | 1.50% | +10,353+12.4% | Added |
| Aries Wealth Management | 93,679 | $16.6M | 6.34% | −2,732−2.8% | Reduced |
| Mission Creek Capital Partners, Inc. | 93,644 | $16.6M | 3.30% | −3,756−3.9% | Reduced |
| Mitchell Sinkler & Starr | 93,589 | $16.6M | 4.93% | +58,966+170.3% | Added |
| Key Financial Inc | 93,430 | $16.6M | 8.31% | +10,326+12.4% | Added |
| Aire Advisors, LLC | 93,057 | $16.5M | 7.14% | +93,057 | New |
| Baldwin Investment Management, LLC | 92,908 | $16.5M | 4.32% | −504−0.5% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 92,726 | $16.5M | 4.71% | +3,064+3.4% | Added |
| Arden Trust Co | 92,472 | $16.4M | 2.79% | −7,518−7.5% | Reduced |
| Brave Asset Management Inc | 92,458 | $16.4M | 4.50% | −464−0.5% | Reduced |
| Raab & Moskowitz Asset Management LLC | 90,053 | $16.4M | 5.38% | +121+0.1% | Added |
| Iowa State Bank | 92,381 | $16.4M | 3.86% | +5,358+6.2% | Added |
| Patriot Financial Group Insurance Agency, LLC | 92,370 | $16.4M | 2.72% | −10,924−10.6% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 92,334 | $16.4M | 1.05% | −2,148−2.3% | Reduced |
| EFG Asset Management (North America) Corp. | 92,318 | $16.4M | 2.14% | +92,318 | New |
| Itau Unibanco Holding S.A. | 91,842 | $16.4M | 0.56% | −33,368−26.6% | Reduced |
| Foresight Wealth Management, LLC | 92,064 | $16.3M | 6.24% | −1,199−1.3% | Reduced |
| Harbour Capital Advisors, LLC | 91,994 | $16.3M | 4.02% | −575−0.6% | Reduced |
| Carmichael Hill & Associates, Inc. | 91,970 | $16.3M | 8.25% | −346−0.4% | Reduced |
| Leisure Capital Management | 91,925 | $16.3M | 7.52% | +16,097+21.2% | Added |
| WealthTrust Axiom LLC | 91,871 | $16.3M | 5.21% | −812−0.9% | Reduced |
| Fukoku Mutual Life Insurance Co | 91,860 | $16.3M | 1.21% | −3,680−3.9% | Reduced |
| Jacobi Capital Management LLC | 91,550 | $16.3M | 1.94% | +1,050+1.2% | Added |
| Bill Few Associates, Inc. | 91,471 | $16.2M | 8.41% | +91,471 | New |
| First National Corp | 91,430 | $16.2M | 3.63% | +11,026+13.7% | Added |