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 |
|---|---|---|---|---|---|
| Capital Counsel LLC | 82,838 | $14.7M | 0.62% | −9,794−10.6% | Reduced |
| Surevest, LLC | 82,822 | $14.7M | 3.48% | −2,700−3.2% | Reduced |
| Torray LLC | 82,687 | $14.7M | 2.17% | −4,471−5.1% | Reduced |
| Dumont & Blake Investment Advisors LLC | 82,666 | $14.7M | 3.84% | +299+0.4% | Added |
| Holocene Advisors, LP | 82,615 | $14.7M | 0.08% | +82,615 | New |
| American Trust Investment Advisors, LLC | 82,583 | $14.7M | 7.30% | −87−0.1% | Reduced |
| Souders Financial Advisors | 82,549 | $14.7M | 4.21% | −1,774−2.1% | Reduced |
| Lowell Blake & Associates Inc. | 82,401 | $14.6M | 5.74% | +8,739+11.9% | Added |
| Graybill Bartz & Assoc Ltd | 82,391 | $14.6M | 6.63% | +465+0.6% | Added |
| Proficio Capital Partners LLC | 82,212 | $14.6M | 2.03% | −1,906−2.3% | Reduced |
| Canal Capital Management, LLC | 82,149 | $14.6M | 3.52% | +849+1.0% | Added |
| B & T Capital Management DBA Alpha Capital Management | 81,976 | $14.6M | 3.22% | −285−0.3% | Reduced |
| TFG Advisers LLC | 81,959 | $14.6M | 6.34% | −74−0.1% | Reduced |
| GPM Growth Investors, Inc. | 81,844 | $14.5M | 7.24% | −624−0.8% | Reduced |
| Herold Advisors, Inc. | 81,769 | $14.5M | 5.64% | −273−0.3% | Reduced |
| Twin Focus Capital Partners, LLC | 81,694 | $14.5M | 2.90% | +62,282+320.8% | Added |
| Financial Advisory Group | 81,649 | $14.5M | 2.86% | −1,425−1.7% | Reduced |
| Premier Fund Managers Ltd | 81,250 | $14.5M | 0.47% | −18,750−18.8% | Reduced |
| TriaGen Wealth Management LLC | 81,432 | $14.5M | 7.14% | +120.0% | Added |
| Thomas Story & Son LLC | 81,371 | $14.4M | 5.63% | −1,700−2.0% | Reduced |
| Benson Investment Management Company, Inc. | 81,235 | $14.4M | 7.00% | −205−0.3% | Reduced |
| Fort Point Capital Partners LLC | 81,174 | $14.4M | 2.02% | −43,945−35.1% | Reduced |
| Little House Capital LLC | 81,099 | $14.4M | 7.62% | +6,656+8.9% | Added |
| WFA of San Diego, LLC | 81,051 | $14.4M | 8.37% | +3,890+5.0% | Added |
| Carmel Capital Management L.L.C. | 80,765 | $14.3M | 7.04% | +80,765 | New |
| Live Oak Private Wealth LLC | 80,712 | $14.3M | 2.69% | −1,969−2.4% | Reduced |
| Darwin Advisors, LLC | 87,054 | $14.3M | 2.26% | −6,900−7.3% | Reduced |
| Knightsbridge Asset Management, LLC | 80,332 | $14.3M | 4.74% | −571−0.7% | Reduced |
| Zions Bancorporation, N.A. | 80,330 | $14.3M | 1.26% | −2,207−2.7% | Reduced |
| Personal Cfo Solutions, LLC | 80,029 | $14.2M | 2.66% | +700+0.9% | Added |
| Ratan Capital Management LP | 80,000 | $14.2M | 2.17% | 00.0% | Unchanged |
| IVC Wealth Advisors LLC | 79,995 | $14.2M | 9.15% | −6,214−7.2% | Reduced |
| Hexagon Capital Partners LLC | 79,899 | $14.2M | 3.73% | −1,274−1.6% | Reduced |
| WBH Advisory Inc | 79,838 | $14.2M | 1.62% | −306−0.4% | Reduced |
| Brooktree Capital Management | 79,750 | $14.2M | 8.65% | −3,042−3.7% | Reduced |
| Muhlenkamp & Co Inc | 79,565 | $14.1M | 4.92% | −44−0.1% | Reduced |
| Masso Torrence Wealth Management Inc. | 79,542 | $14.1M | 9.88% | +79,542 | New |
| Financial Partners Capital Management LLC | 79,540 | $14.1M | 2.50% | +1,250+1.6% | Added |
| Reliant Investment Management, LLC | 79,495 | $14.1M | 5.81% | −3,987−4.8% | Reduced |
| Atlas Brown,Inc. | 79,496 | $14.1M | 5.47% | −99−0.1% | Reduced |
| Bangor Savings Bank | 79,310 | $14.1M | 1.34% | +43+0.1% | Added |
| O'Brien Greene & Co. Inc | 79,280 | $14.1M | 4.62% | −999−1.2% | Reduced |
| Manchester Financial Inc | 79,216 | $14.1M | 4.94% | +2,479+3.2% | Added |
| Newman Dignan & Sheerar, Inc. | 79,057 | $14.0M | 4.26% | −1,324−1.6% | Reduced |
| Humankind Investments LLC | 79,013 | $14.0M | 5.65% | +438+0.6% | Added |
| Lederer & Associates Investment Counsel | 78,946 | $14.0M | 8.13% | −591−0.7% | Reduced |
| Angeles Investment Advisors, LLC | 78,917 | $14.0M | 0.70% | −3,403−4.1% | Reduced |
| Monterey Private Wealth, Inc. | 78,581 | $14.0M | 6.91% | −1,308−1.6% | Reduced |
| Allied Investment Advisors, LLC | 78,497 | $13.9M | 4.77% | −732−0.9% | Reduced |
| Acropolis Investment Management, LLC | 78,391 | $13.9M | 1.25% | −1,268−1.6% | Reduced |
| Lavaca Capital LLC | 78,363 | $13.9M | 6.16% | −2,090−2.6% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 78,320 | $13.9M | 2.80% | +3,832+5.1% | Added |
| Magnus Financial Group LLC | 78,098 | $13.9M | 2.63% | +5,130+7.0% | Added |
| LexAurum Advisors, LLC | 78,090 | $13.9M | 4.51% | −1,427−1.8% | Reduced |
| GraniteShares Advisors LLC | 77,895 | $13.8M | 6.40% | +77,895 | New |
| Lincoln Capital Corp | 77,787 | $13.8M | 6.64% | +141+0.2% | Added |
| Ninety One North America, Inc. | 77,540 | $13.8M | 0.48% | −3,087−3.8% | Reduced |
| Intercontinental Wealth Advisors, LLC | 77,204 | $13.7M | 2.89% | −2,526−3.2% | Reduced |
| David Loasby | 77,143 | $13.7M | 1.68% | −4,091−5.0% | Reduced |
| Brick & Kyle, Associates | 77,920 | $13.7M | 6.37% | +1,510+2.0% | Added |
| Mattern Capital Management, LLC | 76,771 | $13.6M | 2.38% | −6,916−8.3% | Reduced |
| SeaBridge Investment Advisors LLC | 76,549 | $13.6M | 4.35% | −1,303−1.7% | Reduced |
| Glassy Mountain Advisors, Inc. | 76,550 | $13.6M | 7.02% | +76,550 | New |
| Sage Mountain Advisors LLC | 76,478 | $13.6M | 1.64% | +12,006+18.6% | Added |
| Investment Management of Virginia LLC | 76,429 | $13.6M | 2.19% | +24,670+47.7% | Added |
| LeJeune Puetz Investment Counsel LLC | 76,273 | $13.5M | 4.56% | −510−0.7% | Reduced |
| Independent Solutions Wealth Management, LLC | 76,269 | $13.5M | 3.20% | −3,066−3.9% | Reduced |
| Patriot Investment Management Inc. | 76,234 | $13.5M | 1.15% | +491+0.6% | Added |
| Adirondack Trust Co | 76,207 | $13.5M | 6.45% | −550−0.7% | Reduced |
| Beech Hill Advisors, Inc. | 76,168 | $13.5M | 5.14% | −639−0.8% | Reduced |
| Woodward Diversified Capital, LLC | 76,092 | $13.5M | 7.95% | −7,584−9.1% | Reduced |
| Ifrah Financial Services, Inc. | 76,068 | $13.5M | 3.62% | −212−0.3% | Reduced |
| Birch Capital Management, LLC | 75,937 | $13.5M | 8.08% | +30.0% | Added |
| Northwest Investment Counselors, LLC | 75,862 | $13.5M | 3.31% | −1,687−2.2% | Reduced |
| Sawyer & Company, Inc | 75,682 | $13.4M | 5.80% | −522−0.7% | Reduced |
| Poehling Capital Management, LLC | 75,632 | $13.4M | 4.34% | −949−1.2% | Reduced |
| StrategIQ Financial Group, LLC | 75,597 | $13.4M | 1.35% | +26,419+53.7% | Added |
| NVWM, LLC | 75,478 | $13.4M | 4.18% | +6,821+9.9% | Added |
| Providence Capital Advisors, LLC | 75,438 | $13.4M | 3.69% | −24,946−24.9% | Reduced |
| Intact Investment Management Inc. | 75,400 | $13.4M | 0.34% | −3,700−4.7% | Reduced |
| Jarislowsky, Fraser Ltd | 75,230 | $13.4M | 0.06% | −18,693−19.9% | Reduced |
| Stiles Financial Services Inc | 75,204 | $13.3M | 6.44% | +75,204 | New |
| Northwest Bancshares, Inc. | 75,139 | $13.3M | 2.62% | −5,494−6.8% | Reduced |
| Baugh & Associates, LLC | 75,079 | $13.3M | 7.37% | −159−0.2% | Reduced |
| Roof Eidam & Maycock | 74,975 | $13.3M | 4.50% | −1,165−1.5% | Reduced |
| Riggs Asset Managment Co. Inc. | 74,855 | $13.3M | 3.60% | +179+0.2% | Added |
| Peterson Wealth Services | 74,817 | $13.3M | 8.81% | +74,817 | New |
| Baystate Wealth Management LLC | 74,803 | $13.3M | 1.20% | −8,482−10.2% | Reduced |
| FLC Capital Advisors | 74,710 | $13.3M | 3.69% | −1,561−2.0% | Reduced |
| Clear Creek Financial Management, LLC | 74,703 | $13.3M | 1.99% | +25,503+51.8% | Added |
| Morse Asset Management, Inc | 74,596 | $13.2M | 2.96% | −88−0.1% | Reduced |
| Soltis Investment Advisors LLC | 74,556 | $13.2M | 1.87% | −18,526−19.9% | Reduced |
| Miramar Capital, LLC | 74,543 | $13.2M | 4.49% | +2,286+3.2% | Added |
| Xcel Wealth Management, LLC | 74,541 | $13.2M | 3.40% | −113−0.2% | Reduced |
| Plancorp, LLC | 74,418 | $13.2M | 0.84% | +3,228+4.5% | Added |
| MRJ Capital Inc | 74,316 | $13.2M | 7.62% | −4,321−5.5% | Reduced |
| Enterprise Bank & Trust Co | 74,187 | $13.2M | 4.61% | +345+0.5% | Added |
| Merrion Investment Management Co, LLC | 74,167 | $13.2M | 9.66% | −3,100−4.0% | Reduced |
| Stokes Capital Advisors, LLC | 74,105 | $13.2M | 3.92% | −2,122−2.8% | Reduced |
| Nikko Asset Management Americas, Inc. | 73,782 | $13.2M | 0.07% | −120,754−62.1% | Reduced |