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; 6,151 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 | 6,151 | $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 | 4,404 | $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 |
|---|---|---|---|---|---|
| Palmer Knight Co | 57,602 | $10.2M | 4.78% | +547+1.0% | Added |
| Texas Capital Bancshares Inc | 57,534 | $10.2M | 6.11% | 00.0% | Unchanged |
| Benchmark Investment Advisors LLC | 57,413 | $10.2M | 8.40% | +57,413 | New |
| Kerrisdale Advisers, LLC | 57,345 | $10.2M | 2.10% | −29,655−34.1% | Reduced |
| REDW Wealth LLC | 57,320 | $10.2M | 2.96% | +733+1.3% | Added |
| Allegheny Financial Group LTD | 57,315 | $10.2M | 4.06% | +12,752+28.6% | Added |
| Quest Capital Management Inc | 57,234 | $10.2M | 1.75% | +1,444+2.6% | Added |
| Exeter Financial, LLC | 58,937 | $10.1M | 5.56% | −1,963−3.2% | Reduced |
| Parisi Gray Wealth Management | 57,130 | $10.1M | 3.79% | +34+0.1% | Added |
| Mark Sheptoff Financial Planning, LLC | 57,100 | $10.1M | 4.84% | +181+0.3% | Added |
| Aldebaran Financial Inc. | 57,074 | $10.1M | 7.92% | +803+1.4% | Added |
| Portland Global Advisors LLC | 57,063 | $10.1M | 1.69% | −1,359−2.3% | Reduced |
| Windsor Group LTD | 56,370 | $10.1M | 1.86% | −2,498−4.2% | Reduced |
| Colonial River Wealth Management, LLC | 57,039 | $10.1M | 5.45% | +37,694+194.9% | Added |
| Clarus Wealth Advisors | 57,673 | $10.1M | 5.82% | −1,489−2.5% | Reduced |
| Boyer & Corporon Wealth Management, LLC | 56,902 | $10.1M | 2.97% | −1,080−1.9% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 56,847 | $10.1M | 3.04% | −1,726−2.9% | Reduced |
| Benjamin Edwards Inc | 56,839 | $10.1M | 3.27% | +27,759+95.5% | Added |
| Timber Creek Capital Management LLC | 56,805 | $10.1M | 3.00% | −1,425−2.4% | Reduced |
| William Allan, LLC | 56,735 | $10.1M | 7.16% | +56,735 | New |
| Cambridge Financial Group, Inc. | 56,702 | $10.1M | 3.95% | +2,435+4.5% | Added |
| Old Point Trust & Financial Services N A | 56,652 | $10.1M | 4.04% | +1,395+2.5% | Added |
| Ravenstone Capital Management Inc. | 56,550 | $10.0M | 6.29% | +3,281+6.2% | Added |
| Virtue Capital Management, LLC | 56,546 | $10.0M | 1.48% | +12,518+28.4% | Added |
| TTP Investments, Inc. | 56,532 | $10.0M | 7.48% | +56,532 | New |
| Delta Asset Management LLC | 56,492 | $10.0M | 0.89% | +1,291+2.3% | Added |
| Winning Points Advisors, LLC | 50,647 | $10.0M | 7.31% | −144,556−74.1% | Reduced |
| Investors Financial Group, LLC | 56,435 | $10.0M | 4.67% | −132−0.2% | Reduced |
| Garner Asset Management Corp | 56,434 | $10.0M | 4.20% | +215+0.4% | Added |
| Satovsky Asset Management LLC | 56,403 | $10.0M | 6.72% | −200.0% | Reduced |
| Amplius Wealth Advisors, LLC | 56,371 | $10.0M | 1.38% | +56,371 | New |
| Banta Asset Management LP | 56,357 | $10.0M | 7.49% | −15,127−21.2% | Reduced |
| Arbor Investment Advisors, LLC | 56,345 | $10.0M | 1.87% | −90.0% | Reduced |
| First Business Financial Services, Inc. | 56,178 | $9.98M | 1.06% | +2,246+4.2% | Added |
| Affiance Financial, LLC | 56,004 | $9.95M | 4.15% | +1,778+3.3% | Added |
| Chesapeake Wealth Management | 55,945 | $9.93M | 3.34% | +88+0.2% | Added |
| MTM Investment Management, LLC | 55,905 | $9.93M | 4.72% | −2,005−3.5% | Reduced |
| CX Institutional | 55,805 | $9.91M | 0.79% | −109−0.2% | Reduced |
| Trinity Legacy Partners, LLC | 55,801 | $9.91M | 3.36% | +1,691+3.1% | Added |
| Solitude Financial Services | 55,764 | $9.90M | 6.59% | −7,317−11.6% | Reduced |
| Connolly Sarah T. | 55,666 | $9.88M | 5.52% | +18,321+49.1% | Added |
| Charles Schwab Trust Co | 55,646 | $9.88M | 1.60% | +8,264+17.4% | Added |
| Nkcfo LLC | 55,600 | $9.87M | 3.17% | 00.0% | Unchanged |
| Carl P. Sherr & Co., LLC | 55,553 | $9.87M | 5.97% | +55,553 | New |
| Silverlake Wealth Management LLC | 55,364 | $9.83M | 5.29% | +55,364 | New |
| Marks Group Wealth Management, Inc | 55,287 | $9.83M | 1.20% | +682+1.2% | Added |
| Capital Performance Advisors LLP | 61,680 | $9.82M | 5.94% | +61,680 | New |
| Scissortail Wealth Management, LLC | 55,302 | $9.82M | 3.78% | +55,302 | New |
| Autumn Glory Partners, LLC | 55,276 | $9.82M | 4.10% | +55,276 | New |
| Stevens Capital Management LP | 55,265 | $9.81M | 2.26% | +42,179+322.3% | Added |
| Tortoise Investment Management, LLC | 55,238 | $9.81M | 1.84% | −3,100−5.3% | Reduced |
| Relyea Zuckerberg Hanson LLC | 60,363 | $9.80M | 3.56% | +13,221+28.0% | Added |
| Studio Investment Management LLC | 55,199 | $9.80M | 3.53% | −7,730−12.3% | Reduced |
| Vigilare Wealth Management | 54,966 | $9.76M | 5.77% | −94−0.2% | Reduced |
| Bonness Enterprises Inc | 54,940 | $9.76M | 4.51% | 00.0% | Unchanged |
| Archford Capital Strategies, LLC | 54,942 | $9.76M | 2.23% | +358+0.7% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 54,835 | $9.74M | 4.29% | −397−0.7% | Reduced |
| XR Securities LLC | 54,834 | $9.74M | 1.14% | +40,804+290.8% | Added |
| Caas Capital Management LP | 54,800 | $9.73M | 0.89% | +26,373+92.8% | Added |
| Wambolt & Associates, LLC | 123,399 | $9.73M | 3.52% | −430−0.3% | Reduced |
| Cross Staff Investments Inc | 54,702 | $9.71M | 8.69% | +54,702 | New |
| Heartland Bank & Trust Co | 54,649 | $9.70M | 7.19% | +1,328+2.5% | Added |
| Kingfisher Capital LLC | 54,642 | $9.70M | 2.24% | −4,260−7.2% | Reduced |
| Waycross Partners, LLC | 54,585 | $9.69M | 5.55% | −671−1.2% | Reduced |
| Cherry Creek Investment Advisors, Inc. | 54,533 | $9.68M | 6.01% | +314+0.6% | Added |
| Laraway Financial Inc | 54,530 | $9.68M | 8.64% | +54,530 | New |
| Norway Savings Bank | 54,521 | $9.68M | 4.24% | −2,163−3.8% | Reduced |
| Legacy Advisors, LLC | 54,501 | $9.68M | 3.55% | −540−1.0% | Reduced |
| Foundations Investment Advisors, LLC | 55,046 | $9.66M | 0.36% | −20,364−27.0% | Reduced |
| JB Capital LLC | 54,320 | $9.65M | 0.96% | −3,226−5.6% | Reduced |
| N.E.W. Advisory Services LLC | 54,246 | $9.63M | 1.45% | −535−1.0% | Reduced |
| Mandatum Life Insurance Co Ltd | 54,120 | $9.61M | 2.54% | −32,707−37.7% | Reduced |
| Zevenbergen Capital Investments LLC | 54,018 | $9.59M | 0.20% | +5,375+11.0% | Added |
| Opus Investment Management Inc | 54,000 | $9.59M | 1.37% | 00.0% | Unchanged |
| RMR Wealth Builders | 53,980 | $9.59M | 2.75% | −4,692−8.0% | Reduced |
| Castle Rock Wealth Management, LLC | 58,949 | $9.57M | 3.90% | −1,037−1.7% | Reduced |
| Atlas Private Wealth Advisors | 53,853 | $9.56M | 4.42% | −2,204−3.9% | Reduced |
| Congress Park Capital LLC | 53,845 | $9.56M | 4.71% | −519−1.0% | Reduced |
| Retirement Planning Co of New England, Inc. | 53,806 | $9.55M | 4.65% | +53,806 | New |
| Symphony Financial, Ltd. Co. | 52,475 | $9.55M | 2.67% | +12,741+32.1% | Added |
| Modus Advisors, LLC | 53,746 | $9.54M | 4.06% | −3,782−6.6% | Reduced |
| Claudia M.P. Batlle, CRP (R) LLC | 53,582 | $9.52M | 3.35% | +3,622+7.2% | Added |
| D.B. Root & Company, LLC | 53,427 | $9.49M | 3.42% | −2,387−4.3% | Reduced |
| RWM Asset Management, LLC | 53,411 | $9.48M | 1.83% | +2,442+4.8% | Added |
| Blueprint Investment Partners LLC | 53,403 | $9.48M | 2.33% | +16,494+44.7% | Added |
| jvl associates llc | 53,393 | $9.48M | 5.93% | −1,561−2.8% | Reduced |
| CV Advisors LLC | 53,343 | $9.47M | 5.42% | +53,343 | New |
| Tanaka Capital Management Inc | 53,291 | $9.46M | 17.98% | −3,148−5.6% | Reduced |
| Atticus Wealth Management, LLC | 53,292 | $9.46M | 3.69% | +352+0.7% | Added |
| Planning Alternatives Ltd | 53,288 | $9.46M | 1.46% | +54+0.1% | Added |
| Bryant Woods Investment Advisors, LLC | 53,252 | $9.46M | 7.38% | +53,252 | New |
| Family Legacy, Inc. | 53,987 | $9.45M | 3.86% | −460−0.8% | Reduced |
| Northcape Wealth Management, LLC | 52,982 | $9.41M | 3.17% | +52,982 | New |
| Advanced Asset Management Advisors Inc | 52,930 | $9.40M | 1.95% | +201+0.4% | Added |
| Arlington Partners LLC | 52,930 | $9.40M | 2.52% | +3,309+6.7% | Added |
| Frank, Rimerman Advisors LLC | 52,892 | $9.39M | 3.15% | −1,558−2.9% | Reduced |
| Manhattan West Asset Management, LLC | 52,794 | $9.38M | 5.62% | +52,794 | New |
| Cornerstone Capital, Inc. | 52,685 | $9.36M | 1.00% | +1,513+3.0% | Added |
| Peterson Financial Group, Inc. | 52,672 | $9.35M | 7.63% | +52,672 | New |
| Paradiem, LLC | 53,481 | $9.35M | 3.05% | −1,111−2.0% | Reduced |