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 |
|---|---|---|---|---|---|
| RPg Family Wealth Advisory, LLC | 67,957 | $12.1M | 4.77% | −1,447−2.1% | Reduced |
| Siena Capital LLC | 67,917 | $12.1M | 6.91% | +67,917 | New |
| Martin & Co Inc | 67,873 | $12.1M | 2.76% | −1,296−1.9% | Reduced |
| Charter Oak Capital Management, LLC | 67,856 | $12.0M | 1.40% | +553+0.8% | Added |
| Sitrin Capital Management LLC | 67,834 | $12.0M | 5.66% | +167+0.2% | Added |
| Blodgett Wealth Advisors, LLC | 67,821 | $12.0M | 9.43% | +67,821 | New |
| Financial Management Network Inc | 66,892 | $12.0M | 5.51% | −2,291−3.3% | Reduced |
| Bellevue Asset Management, LLC | 67,622 | $12.0M | 7.07% | −1,272−1.8% | Reduced |
| Boothbay Fund Management, LLC | 67,559 | $12.0M | 0.40% | −983−1.4% | Reduced |
| TRH Financial, LLC | 67,557 | $12.0M | 3.75% | +3,163+4.9% | Added |
| Pflug Koory, LLC | 67,488 | $12.0M | 6.05% | −130−0.2% | Reduced |
| Trust Investment Advisors | 67,452 | $12.0M | 9.44% | +598+0.9% | Added |
| S.E.E.D. Planning Group LLC | 67,401 | $12.0M | 5.19% | +708+1.1% | Added |
| Arkfeld Wealth Strategies, L.L.C. | 69,479 | $12.0M | 7.20% | +119+0.2% | Added |
| Strategic Investment Advisors | 67,351 | $12.0M | 2.31% | −3,253−4.6% | Reduced |
| Hartford Financial Management Inc. | 67,237 | $11.9M | 2.78% | −488−0.7% | Reduced |
| Hall Laurie J Trustee | 67,141 | $11.9M | 4.22% | −940−1.4% | Reduced |
| St. Johns Investment Management Company, LLC | 67,108 | $11.9M | 6.07% | −1,333−1.9% | Reduced |
| Sax Wealth Advisors, LLC | 67,053 | $11.9M | 2.48% | +35,226+110.7% | Added |
| WNY Asset Management, LLC | 66,986 | $11.9M | 3.54% | +423+0.6% | Added |
| Cahill Financial Advisors Inc | 66,989 | $11.9M | 2.30% | −3,560−5.0% | Reduced |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 66,913 | $11.9M | 0.78% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 66,899 | $11.9M | 1.04% | −30,649−31.4% | Reduced |
| White Pine Capital LLC | 66,884 | $11.9M | 3.51% | −1,286−1.9% | Reduced |
| Wimmer Associates 1, LLC | 66,856 | $11.9M | 6.36% | +122+0.2% | Added |
| BCJ Capital Management, LLC | 66,850 | $11.9M | 1.11% | +1,419+2.2% | Added |
| Banco de Sabadell, S.A | 66,695 | $11.9M | 6.65% | +30,353+83.5% | Added |
| McLean Asset Management Corp | 67,538 | $11.9M | 4.59% | −2,824−4.0% | Reduced |
| Harbour Investment Management LLC | 66,696 | $11.8M | 5.40% | −340−0.5% | Reduced |
| Iyo Bank, Ltd. | 66,690 | $11.8M | 3.61% | +66,690 | New |
| Montgomery Investment Management Inc | 66,660 | $11.8M | 3.98% | −700−1.0% | Reduced |
| Spring Capital Management, LLC | 66,615 | $11.8M | 9.39% | +66,615 | New |
| Glen Eagle Advisors, LLC | 66,599 | $11.8M | 3.08% | −413−0.6% | Reduced |
| Advisory Alpha, LLC | 66,593 | $11.8M | 0.69% | +4,235+6.8% | Added |
| Burke & Herbert Bank & Trust Co | 66,563 | $11.8M | 6.93% | −1,571−2.3% | Reduced |
| Permanens Capital L.P. | 66,528 | $11.8M | 1.86% | +5,345+8.7% | Added |
| Shulman DeMeo Asset Management LLC | 66,458 | $11.8M | 3.08% | −1,126−1.7% | Reduced |
| TrimTabs Asset Management, LLC | 66,442 | $11.8M | 5.80% | −8,077−10.8% | Reduced |
| Beecher Investors Inc | 66,410 | $11.8M | 14.30% | +66,410 | New |
| Flynn Zito Capital Management, LLC | 66,278 | $11.8M | 9.98% | +66,278 | New |
| Aft, Forsyth & Company, Inc. | 66,191 | $11.8M | 6.04% | −889−1.3% | Reduced |
| Wealth Dimensions Group, Ltd. | 66,071 | $11.7M | 5.75% | −486−0.7% | Reduced |
| Portland Hill Asset Management Ltd | 65,965 | $11.7M | 8.89% | −15,851−19.4% | Reduced |
| Cladis Investment Advisory, LLC | 65,961 | $11.7M | 9.39% | +65,961 | New |
| Riverbridge Partners LLC | 65,925 | $11.7M | 0.12% | −213−0.3% | Reduced |
| Investment Partners, Ltd. | 65,915 | $11.7M | 4.78% | +3,141+5.0% | Added |
| Parkside Investments, LLC | 65,784 | $11.7M | 2.25% | +5,062+8.3% | Added |
| Credential Qtrade Securities Inc. | 65,716 | $11.7M | 0.79% | −6,974−9.6% | Reduced |
| Fernwood Investment Management, LLC | 65,717 | $11.7M | 3.82% | +285+0.4% | Added |
| Vivaldi Capital Management, LLC | 65,552 | $11.6M | 2.70% | +2,925+4.7% | Added |
| NWK Group, Inc. | 65,481 | $11.6M | 4.28% | +397+0.6% | Added |
| Delta Investment Management, LLC | 65,466 | $11.6M | 3.34% | −91−0.1% | Reduced |
| MA Private Wealth | 65,440 | $11.6M | 2.09% | −5,773−8.1% | Reduced |
| Gs Investments, Inc. | 65,362 | $11.6M | 5.61% | −135−0.2% | Reduced |
| Game Plan Financial Advisors, LLC | 65,325 | $11.6M | 6.20% | +151+0.2% | Added |
| Spirit of America Management Corp | 65,282 | $11.6M | 2.33% | −1,550−2.3% | Reduced |
| Ellevest, Inc. | 65,224 | $11.6M | 1.03% | +1,158+1.8% | Added |
| Horizon Wealth Management, LLC | 65,195 | $11.6M | 3.37% | +65,195 | New |
| Goldstream Capital Management Ltd | 65,000 | $11.5M | 2.84% | +65,000 | New |
| Finer Wealth Management, Inc. | 64,913 | $11.5M | 9.57% | +64,913 | New |
| MV Capital Management, Inc. | 64,854 | $11.5M | 1.68% | +1,431+2.3% | Added |
| Morton Capital Management LLC | 64,647 | $11.5M | 4.69% | +64,647 | New |
| WSFS Capital Management, LLC | 64,610 | $11.5M | 4.36% | −494−0.8% | Reduced |
| Roman Butler Fullerton & Co | 64,571 | $11.5M | 5.07% | +3,687+6.1% | Added |
| Citizens & Northern Corp | 64,531 | $11.5M | 4.11% | −2,788−4.1% | Reduced |
| McMillion Capital Management Inc | 64,290 | $11.4M | 6.17% | −1,069−1.6% | Reduced |
| Alhambra Investment Partners LLC | 64,231 | $11.4M | 7.97% | −678−1.0% | Reduced |
| Peninsula Wealth, LLC | 64,215 | $11.4M | 3.07% | +716+1.1% | Added |
| Settian Capital LP | 64,200 | $11.4M | 9.86% | +64,200 | New |
| Headinvest, LLC | 64,121 | $11.4M | 2.02% | −2,433−3.7% | Reduced |
| Lumina Fund Management LLC | 64,000 | $11.4M | 4.57% | 00.0% | Unchanged |
| American Trust | 63,944 | $11.4M | 0.87% | +63,944 | New |
| Paloma Partners Management Co | 63,931 | $11.4M | 0.36% | +63,931 | New |
| Towercrest Capital Management | 63,862 | $11.3M | 2.07% | −1,192−1.8% | Reduced |
| Jupiter Wealth Management LLC | 63,612 | $11.3M | 5.86% | +283+0.4% | Added |
| Antonetti Capital Management LLC | 63,600 | $11.3M | 8.84% | −1,242−1.9% | Reduced |
| Fairhaven Wealth Management, LLC | 63,563 | $11.3M | 4.40% | −4,621−6.8% | Reduced |
| Andesa Financial Management Inc. | 63,559 | $11.3M | 5.55% | −974−1.5% | Reduced |
| Legacy Financial Advisors, Inc. | 63,534 | $11.3M | 2.59% | +2,010+3.3% | Added |
| Highlander Capital Management, LLC | 63,512 | $11.3M | 5.22% | −1,999−3.1% | Reduced |
| Blue Edge Capital, LLC | 63,453 | $11.3M | 2.17% | −58−0.1% | Reduced |
| Once Capital Management, LLC | 63,450 | $11.3M | 10.55% | +63,450 | New |
| Insight Wealth Strategies, LLC | 63,357 | $11.3M | 1.60% | −351−0.6% | Reduced |
| Strategic Wealth Partners, Ltd. | 63,324 | $11.2M | 2.13% | +3,274+5.5% | Added |
| Financial Perspectives, Inc | 63,299 | $11.2M | 5.32% | +130.0% | Added |
| IMS Capital Management | 63,133 | $11.2M | 5.76% | −190.0% | Reduced |
| Excalibur Management Corp | 63,000 | $11.2M | 4.51% | −2,205−3.4% | Reduced |
| Wedmont Private Capital | 64,970 | $11.2M | 3.45% | +64,970 | New |
| Triad Financial Advisors, Inc. | 62,880 | $11.2M | 6.63% | +62,880 | New |
| Sage Rhino Capital LLC | 62,875 | $11.2M | 3.13% | −276−0.4% | Reduced |
| Compton Wealth Advisory Group, LLC | 62,810 | $11.2M | 4.78% | +456+0.7% | Added |
| Founders Capital Management | 62,769 | $11.1M | 7.15% | −1,629−2.5% | Reduced |
| CWS Financial Advisors, LLC | 62,576 | $11.1M | 3.92% | +62,576 | New |
| Stansberry Asset Management, LLC | 62,476 | $11.1M | 2.07% | +6,991+12.6% | Added |
| Sugarloaf Wealth Management, LLC | 62,468 | $11.1M | 2.63% | −770−1.2% | Reduced |
| First Community Trust NA | 62,458 | $11.1M | 9.17% | +62,458 | New |
| Jackson Hole Capital Partners, LLC | 62,414 | $11.1M | 3.47% | +1,920+3.2% | Added |
| Clay Northam Wealth Management, LLC | 62,353 | $11.1M | 10.43% | +62,353 | New |
| Cambridge Advisors Inc. | 62,319 | $11.1M | 2.50% | −2,714−4.2% | Reduced |
| Hollow Brook Wealth Management LLC | 62,292 | $11.1M | 5.67% | +11,146+21.8% | Added |