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 |
|---|---|---|---|---|---|
| Cim Investment Mangement Inc | 62,283 | $11.1M | 3.31% | −6,963−10.1% | Reduced |
| Baldrige Asset Management LLC | 62,105 | $11.0M | 4.30% | −647−1.0% | Reduced |
| Clarity Financial LLC | 62,015 | $11.0M | 1.75% | −14,587−19.0% | Reduced |
| Aurora Investment Managers, LLC. | 61,898 | $11.0M | 10.52% | −688−1.1% | Reduced |
| Davidson Trust Co | 61,886 | $11.0M | 7.55% | +8,067+15.0% | Added |
| Private Portfolio Partners LLC | 61,847 | $11.0M | 2.82% | +3,619+6.2% | Added |
| Meridian Investment Counsel Inc. | 61,830 | $11.0M | 3.65% | +2,654+4.5% | Added |
| Core Alternative Capital | 70,412 | $11.0M | 2.21% | +739+1.1% | Added |
| Onyx Bridge Wealth Group LLC | 60,234 | $11.0M | 3.70% | +1,278+2.2% | Added |
| Trail Ridge Investment Advisors, LLC | 61,676 | $11.0M | 6.58% | +61,676 | New |
| Beacon Financial Group | 60,093 | $10.9M | 1.42% | −113−0.2% | Reduced |
| Stelac Advisory Services LLC | 61,505 | $10.9M | 2.96% | −9,619−13.5% | Reduced |
| Integrated Investment Consultants, LLC | 61,494 | $10.9M | 2.92% | +709+1.2% | Added |
| Global Trust Asset Management, LLC | 61,479 | $10.9M | 4.30% | −120−0.2% | Reduced |
| Private Capital Group, LLC | 61,393 | $10.9M | 2.31% | −2,784−4.3% | Reduced |
| Mycio Wealth Partners, LLC | 61,381 | $10.9M | 3.60% | 00.0% | Unchanged |
| Ayalon Holdings Ltd. | 61,221 | $10.9M | 3.72% | +69+0.1% | Added |
| Summit Financial Strategies, Inc. | 61,222 | $10.9M | 2.10% | +5,733+10.3% | Added |
| Sculati Wealth Management, LLC | 61,204 | $10.9M | 5.25% | +185+0.3% | Added |
| Eagle Capital Management, LLC | 61,190 | $10.9M | 2.85% | −835−1.3% | Reduced |
| Port Capital LLC | 61,173 | $10.9M | 0.67% | +4,655+8.2% | Added |
| LBMC Investment Advisors, LLC | 61,129 | $10.9M | 0.94% | +3,152+5.4% | Added |
| WealthBridge Capital Management, LLC | 61,073 | $10.8M | 4.05% | −3,088−4.8% | Reduced |
| Gibraltar Capital Management, Inc. | 61,075 | $10.8M | 4.91% | −1,318−2.1% | Reduced |
| 1623 Capital LLC | 61,032 | $10.8M | 4.24% | 00.0% | Unchanged |
| Lafayette Investments, Inc. | 61,007 | $10.8M | 2.71% | −570−0.9% | Reduced |
| Boston Research & Management Inc | 60,823 | $10.8M | 2.95% | −2,640−4.2% | Reduced |
| Enterprise Financial Services Corp | 60,817 | $10.8M | 1.66% | −28,955−32.3% | Reduced |
| Redwood Investment Management, LLC | 60,795 | $10.8M | 1.41% | +25,545+72.5% | Added |
| Kesler, Norman & Wride, LLC | 60,718 | $10.8M | 2.28% | −245−0.4% | Reduced |
| Wealth Management Partners, LLC | 61,000 | $10.8M | 7.40% | −611−1.0% | Reduced |
| Clearwater Capital Advisors, LLC | 60,685 | $10.8M | 1.19% | −247−0.4% | Reduced |
| Menlo Advisors LLC | 60,583 | $10.8M | 5.35% | −5,110−7.8% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 60,573 | $10.8M | 4.01% | +60,573 | New |
| Ballast, Inc. | 60,525 | $10.7M | 4.18% | +474+0.8% | Added |
| Truepoint, Inc. | 60,511 | $10.7M | 0.50% | +2,303+4.0% | Added |
| Keebeck Wealth Management, LLC | 60,512 | $10.7M | 1.92% | +2,425+4.2% | Added |
| NEIRG Wealth Management, LLC | 60,407 | $10.7M | 2.06% | +60,407 | New |
| Barry Investment Advisors, LLC | 60,354 | $10.7M | 2.82% | −424−0.7% | Reduced |
| Clark Financial Services Group Inc | 60,320 | $10.7M | 7.20% | +3,106+5.4% | Added |
| Socorro Asset Management LP | 60,291 | $10.7M | 3.05% | −5,243−8.0% | Reduced |
| Highland Private Wealth Management | 60,254 | $10.7M | 1.36% | −1,624−2.6% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 60,185 | $10.7M | 6.44% | −535−0.9% | Reduced |
| Tanager Wealth Management LLP | 60,143 | $10.7M | 8.06% | +60,143 | New |
| Atlantic Trust, LLC | 60,136 | $10.7M | 6.30% | −421−0.7% | Reduced |
| City State Bank | 60,096 | $10.7M | 6.58% | +60,096 | New |
| Cottage Street Advisors LLC | 60,029 | $10.7M | 6.04% | −3,665−5.8% | Reduced |
| Peninsula Asset Management Inc | 60,012 | $10.7M | 5.06% | −1,502−2.4% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 60,000 | $10.7M | 2.74% | 00.0% | Unchanged |
| Bailey Value Limited Partnership | 60,000 | $10.7M | 12.06% | +60,000 | New |
| Roberts Capital Advisors, LLC | 60,000 | $10.7M | 9.93% | +60,000 | New |
| Bourgeon Capital Management LLC | 59,896 | $10.6M | 2.19% | −930−1.5% | Reduced |
| Willis Investment Counsel | 59,869 | $10.6M | 0.56% | −859−1.4% | Reduced |
| Aigen Investment Management, LP | 61,226 | $10.6M | 0.65% | +61,226 | New |
| Totem Point Management, LLC | 59,669 | $10.6M | 7.00% | +59,669 | New |
| AAFMAA Wealth Management & Trust LLC | 59,503 | $10.6M | 4.60% | −120.0% | Reduced |
| Balentine LLC | 59,503 | $10.6M | 0.37% | +20,353+52.0% | Added |
| Vectors Research Management, LLC | 59,491 | $10.6M | 2.23% | +1,079+1.8% | Added |
| HNP Capital LLC | 59,491 | $10.6M | 2.39% | +1,079+1.8% | Added |
| Hourglass Capital, LLC | 59,428 | $10.6M | 3.53% | −15,359−20.5% | Reduced |
| Landscape Capital Management, L.L.C. | 59,427 | $10.6M | 1.49% | +56,696+2,076.0% | Added |
| Eastover Investment Advisors LLC | 59,416 | $10.6M | 6.09% | −470−0.8% | Reduced |
| Riverpark Capital Management LLC | 59,289 | $10.5M | 3.79% | −1,631−2.7% | Reduced |
| Keel Point, LLC | 59,273 | $10.5M | 1.53% | +3,627+6.5% | Added |
| Coastal Bridge Advisors, LLC | 59,256 | $10.5M | 2.19% | −725−1.2% | Reduced |
| Fosun International Ltd | 59,101 | $10.5M | 0.60% | +4,905+9.1% | Added |
| Alan B. Lancz & Associates, Inc. | 59,174 | $10.5M | 9.18% | +59,174 | New |
| Shepherd Kaplan Krochuk, LLC | 59,163 | $10.5M | 3.83% | −709−1.2% | Reduced |
| Bank of Stockton | 59,138 | $10.5M | 3.09% | −422−0.7% | Reduced |
| Markston International LLC | 59,081 | $10.5M | 10.59% | −10,758−15.4% | Reduced |
| Laird Norton Trust Company, LLC | 59,050 | $10.5M | 0.98% | +470+0.8% | Added |
| Holloway Wealth Management, LLC | – | $10.5M | 2.99% | – | – |
| Atlas Capital Advisors LLC | 58,974 | $10.5M | 1.56% | −2,446−4.0% | Reduced |
| HBW Advisory Services LLC | 58,940 | $10.5M | 2.44% | −340−0.6% | Reduced |
| DFPG Investments, LLC | 63,606 | $10.5M | 4.37% | −1,063−1.6% | Reduced |
| Investment Advisory Services Inc | 58,876 | $10.5M | 5.71% | +1,877+3.3% | Added |
| Valley Brook Capital Group | 58,831 | $10.4M | 9.01% | +1,627+2.8% | Added |
| Sterling Investment Counsel, LLC | 58,739 | $10.4M | 7.07% | +58,739 | New |
| Tradewinds, LLC. | 54,164 | $10.4M | 12.31% | +54,164 | New |
| Austin Private Wealth, LLC | 58,630 | $10.4M | 2.10% | +1,758+3.1% | Added |
| Leuthold Group, LLC | 58,615 | $10.4M | 1.22% | −1,433−2.4% | Reduced |
| Western Pacific Wealth Management, LP | 58,527 | $10.4M | 6.68% | +58,527 | New |
| Signature Wealth Management Partners, LLC | 58,492 | $10.4M | 8.80% | +562+1.0% | Added |
| Hall Private Wealth Advisors | 58,472 | $10.4M | 6.45% | +5,510+10.4% | Added |
| Optas, LLC | 58,441 | $10.4M | 2.94% | −1,772−2.9% | Reduced |
| Revolve Wealth Partners, LLC | 58,349 | $10.4M | 2.98% | +58,349 | New |
| Capital Advantage, Inc. | 61,006 | $10.4M | 2.48% | −1,493−2.4% | Reduced |
| Icapital Wealth LLC | 58,338 | $10.4M | 4.01% | +58,338 | New |
| Freedom Day Solutions, LLC | 58,308 | $10.4M | 4.17% | −1,826−3.0% | Reduced |
| WC Walker & Associates, Inc. | 59,785 | $10.3M | 5.12% | −933−1.5% | Reduced |
| McMahon Financial Advisors, LLC | 58,242 | $10.3M | 4.38% | −642−1.1% | Reduced |
| Mystic Asset Management, Inc. | 58,198 | $10.3M | 4.88% | +58,198 | New |
| Connable Office Inc | 58,073 | $10.3M | 1.31% | −1,172−2.0% | Reduced |
| NovaPoint Capital, LLC | 57,981 | $10.3M | 3.69% | +3,101+5.7% | Added |
| Bridgeworth, LLC | 57,909 | $10.3M | 2.27% | +8,054+16.2% | Added |
| Royal Fund Management, LLC | 57,844 | $10.3M | 1.47% | +2,667+4.8% | Added |
| Armstrong Shaw Associates Inc | 57,807 | $10.3M | 8.35% | 00.0% | Unchanged |
| HC Financial Advisors Inc | 57,798 | $10.3M | 5.70% | −494−0.8% | Reduced |
| Chemung Canal Trust Co | 57,621 | $10.2M | 1.85% | +2,979+5.5% | Added |
| Inspirion Wealth Advisors, LLC | 57,609 | $10.2M | 2.16% | −1,057−1.8% | Reduced |