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 |
|---|---|---|---|---|---|
| Wisconsin Capital Management LLC | 91,400 | $16.2M | 6.67% | +400.0% | Added |
| Tradition Wealth Management, LLC | 91,245 | $16.2M | 2.04% | +468+0.5% | Added |
| Peak Planning Group, LLC | 91,140 | $16.2M | 11.95% | +283+0.3% | Added |
| Stockman Wealth Management, Inc. | 91,098 | $16.2M | 3.30% | −1,130−1.2% | Reduced |
| EPG Wealth Management LLC | 91,101 | $16.2M | 5.69% | +5,045+5.9% | Added |
| O'Rourke & Company, Inc | 90,963 | $16.2M | 10.77% | +90,963 | New |
| Bensler, LLC | 90,760 | $16.1M | 4.49% | +90,760 | New |
| Carolinas Wealth Consulting LLC | 90,663 | $16.1M | 3.51% | −10,158−10.1% | Reduced |
| RVW Wealth, LLC | 90,618 | $16.1M | 1.80% | −1,096−1.2% | Reduced |
| Univest Financial Corp | 90,602 | $16.1M | 4.10% | −1,094−1.2% | Reduced |
| Calton & Associates, Inc. | 90,120 | $16.0M | 4.27% | −5,046−5.3% | Reduced |
| Bessemer Securities LLC | 90,108 | $16.0M | 4.33% | +15,066+20.1% | Added |
| Centre Asset Management, LLC | 90,064 | $16.0M | 8.10% | −10,826−10.7% | Reduced |
| Ascent Group, LLC | 98,445 | $16.0M | 2.04% | +98,445 | New |
| Bowie Capital Management, LLC | 90,000 | $16.0M | 1.85% | −10,000−10.0% | Reduced |
| Arbor Wealth Management, LLC | 89,900 | $16.0M | 3.50% | +4,879+5.7% | Added |
| Clean Yield Group | 89,816 | $15.9M | 5.31% | −1,179−1.3% | Reduced |
| Citizens National Bank Trust Department | 89,797 | $15.9M | 6.05% | −55,825−38.3% | Reduced |
| Hamilton Wealth, LLC | 89,786 | $15.9M | 7.13% | +1,303+1.5% | Added |
| Notis-McConarty Edward | 89,729 | $15.9M | 5.31% | −3,029−3.3% | Reduced |
| MJP Associates Inc | 87,528 | $15.9M | 4.80% | −2,664−3.0% | Reduced |
| Act Two Investors LLC | 89,645 | $15.9M | 12.55% | −49,250−35.5% | Reduced |
| Cadence Bank NA | 89,494 | $15.9M | 4.33% | −290−0.3% | Reduced |
| Mathes Company, Inc. | 89,208 | $15.8M | 5.45% | −884−1.0% | Reduced |
| AIA Group Ltd | 89,005 | $15.8M | 0.75% | +4,858+5.8% | Added |
| Isthmus Partners, LLC | 88,938 | $15.8M | 2.65% | −6,599−6.9% | Reduced |
| Sheets Smith Wealth Management | 88,760 | $15.8M | 1.96% | +1,872+2.2% | Added |
| San Luis Wealth Advisors LLC | 88,724 | $15.8M | 16.05% | −4,844−5.2% | Reduced |
| Smallwood Wealth Investment Management, LLC | 88,606 | $15.7M | 14.64% | +88,606 | New |
| Strategic Financial Services, Inc, | 88,528 | $15.7M | 1.17% | −7,166−7.5% | Reduced |
| Liberty Wealth Management LLC | 88,059 | $15.7M | 5.96% | +1,530+1.8% | Added |
| Quad-Cities Investment Group, LLC | 88,346 | $15.7M | 9.80% | −1,139−1.3% | Reduced |
| Bank Hapoalim BM | 88,320 | $15.7M | 1.57% | −1,958−2.2% | Reduced |
| Moser Wealth Advisors, LLC | 88,316 | $15.7M | 9.48% | −3,240−3.5% | Reduced |
| Hodges Capital Management Inc. | 88,138 | $15.7M | 1.14% | −1,268−1.4% | Reduced |
| Audent Global Asset Management, LLC | 88,030 | $15.6M | 6.54% | +88,030 | New |
| Harrington Investments, INC | 87,951 | $15.6M | 8.40% | −5,395−5.8% | Reduced |
| MONECO Advisors, LLC | 90,178 | $15.6M | 5.86% | +718+0.8% | Added |
| FinTrust Capital Advisors, LLC | 87,668 | $15.6M | 3.74% | +2,072+2.4% | Added |
| Moseley Investment Management Inc | 87,420 | $15.5M | 7.07% | +9,275+11.9% | Added |
| Lipe & Dalton | 87,325 | $15.5M | 7.33% | −380−0.4% | Reduced |
| United Capital Management of KS, Inc. | 87,066 | $15.5M | 5.77% | +306+0.4% | Added |
| Silverleafe Capital Partners, LLC | 87,029 | $15.5M | 5.60% | −785−0.9% | Reduced |
| Warren Averett Asset Management, LLC | 91,532 | $15.4M | 1.33% | −896−1.0% | Reduced |
| Asset Management Advisors, LLC | 86,904 | $15.4M | 10.45% | −251−0.3% | Reduced |
| Sadoff Investment Management LLC | 86,446 | $15.3M | 0.90% | +1,020+1.2% | Added |
| Wall Street Access Asset Management, LLC | 89,875 | $15.3M | 8.15% | −21,491−19.3% | Reduced |
| Deseret Mutual Benefit Administrators | 86,343 | $15.3M | 2.58% | +2,017+2.4% | Added |
| Zuckerman Investment Group, LLC | 86,310 | $15.3M | 2.38% | +637+0.7% | Added |
| Field & Main Bank | 86,205 | $15.3M | 8.83% | +6,830+8.6% | Added |
| HWG Holdings LP | 86,199 | $15.3M | 7.19% | +86,199 | New |
| Monarch Capital Management Inc | 86,166 | $15.3M | 3.92% | +1,268+1.5% | Added |
| Mount Vernon Associates Inc | 86,102 | $15.3M | 13.24% | −1,575−1.8% | Reduced |
| Traphagen Investment Advisors LLC | 91,158 | $15.3M | 2.55% | +746+0.8% | Added |
| Financial Consulate, Inc | 85,892 | $15.3M | 5.29% | +306+0.4% | Added |
| Ervin Investment Management, LLC | 85,781 | $15.2M | 12.18% | +85,781 | New |
| Andra AP-fonden | 85,700 | $15.2M | 0.31% | −16,200−15.9% | Reduced |
| Guardian Capital Advisors LP | 86,579 | $15.2M | 1.46% | −80.0% | Reduced |
| Centric Wealth Management | 85,541 | $15.2M | 5.04% | −288−0.3% | Reduced |
| Aaron Wealth Advisors | 85,515 | $15.2M | 4.24% | +7,114+9.1% | Added |
| Duff & Phelps Investment Management Co | 85,480 | $15.2M | 0.18% | −1,726−2.0% | Reduced |
| Roberts Wealth Advisors, LLC | 83,384 | $15.2M | 5.47% | +209+0.3% | Added |
| TLW Wealth Management, LLC | 85,320 | $15.2M | 8.08% | +140.0% | Added |
| RiverFront Investment Group, LLC | 85,315 | $15.1M | 0.47% | +2,170+2.6% | Added |
| McGinn Investment Management, Inc. | 85,280 | $15.1M | 10.01% | +2,276+2.7% | Added |
| Tiemann Investment Advisors, LLC | 85,186 | $15.1M | 6.39% | −944−1.1% | Reduced |
| First Commonwealth Financial Corp | 85,165 | $15.1M | 4.88% | −272−0.3% | Reduced |
| Richmond Brothers, Inc. | 85,033 | $15.1M | 10.84% | +85,033 | New |
| Union Heritage Capital, LLC | 85,000 | $15.1M | 7.07% | −15,000−15.0% | Reduced |
| Gabalex Capital Management LLC | 85,000 | $15.1M | 6.41% | 00.0% | Unchanged |
| Financial Network Wealth Management LLC | 84,981 | $15.1M | 7.64% | −867−1.0% | Reduced |
| Lineweaver Wealth Advisors, LLC | 84,861 | $15.1M | 4.34% | −3,762−4.2% | Reduced |
| Mattern Wealth Management LLC | 84,649 | $15.0M | 4.41% | +388+0.5% | Added |
| Paces Ferry Wealth Advisors, LLC | 84,611 | $15.0M | 10.77% | −6,712−7.3% | Reduced |
| Barings LLC | 84,555 | $15.0M | 0.39% | −11,067−11.6% | Reduced |
| Merriman Wealth Management, LLC | 84,406 | $15.0M | 1.09% | +398+0.5% | Added |
| Callan Capital, LLC | 84,250 | $15.0M | 2.17% | +3,309+4.1% | Added |
| Founders Capital Management, LLC | 84,185 | $14.9M | 3.23% | −30.0% | Reduced |
| 55I, LLC | 84,132 | $14.9M | 0.38% | −8,932−9.6% | Reduced |
| Capital Financial Planning, LLC | 84,050 | $14.9M | 5.15% | +2,237+2.7% | Added |
| Pegasus Partners Ltd. | 84,020 | $14.9M | 2.61% | −8,877−9.6% | Reduced |
| Morris Capital Advisors, LLC | 83,893 | $14.9M | 10.95% | −612−0.7% | Reduced |
| Brown Capital Management LLC | 83,806 | $14.9M | 0.12% | +6,281+8.1% | Added |
| Stoneridge Investment Partners LLC | 83,766 | $14.9M | 6.86% | −11,084−11.7% | Reduced |
| Charter Research & Investment Group, Inc. | 83,757 | $14.9M | 11.71% | +400.0% | Added |
| Jackson Square Capital, LLC | 83,728 | $14.9M | 4.28% | +2,271+2.8% | Added |
| Swarthmore Group Inc | 83,709 | $14.9M | 3.53% | +21,036+33.6% | Added |
| Day & Ennis, LLC | 83,691 | $14.9M | 4.89% | −302−0.4% | Reduced |
| Investment Research & Advisory Group, Inc. | 83,624 | $14.8M | 9.14% | +92+0.1% | Added |
| Certified Advisory Corp | 83,509 | $14.8M | 3.27% | −1,101−1.3% | Reduced |
| Professional Advisory Services Inc | 83,487 | $14.8M | 2.02% | −13,076−13.5% | Reduced |
| Old Second National Bank of Aurora | 112,274 | $14.8M | 4.39% | +11,079+10.9% | Added |
| Evermay Wealth Management LLC | 83,296 | $14.8M | 2.64% | −2,942−3.4% | Reduced |
| Titleist Asset Management, Ltd. | 83,258 | $14.8M | 2.93% | +83,258 | New |
| Nikulski Financial, Inc. | 83,058 | $14.7M | 6.18% | −1,777−2.1% | Reduced |
| Vanguard Capital Wealth Advisors | 83,056 | $14.7M | 10.60% | +1,475+1.8% | Added |
| Wealth Management Associates, Inc. | 82,949 | $14.7M | 7.92% | −7,443−8.2% | Reduced |
| Hemington Wealth Management | 110,964 | $14.7M | 6.82% | −39,986−26.5% | Reduced |
| Bedel Financial Consulting, Inc. | 82,891 | $14.7M | 4.58% | +287+0.3% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 82,857 | $14.7M | 8.11% | +523+0.6% | Added |