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 |
|---|---|---|---|---|---|
| Rede Wealth, LLC | 52,614 | $9.34M | 4.70% | −210−0.4% | Reduced |
| Analyst IMS Investment Management Services Ltd. | 52,418 | $9.34M | 0.89% | +66+0.1% | Added |
| Tyler-Stone Wealth Management | 52,579 | $9.34M | 4.95% | +52,579 | New |
| Clarus Group, Inc. | 56,453 | $9.33M | 6.28% | −322−0.6% | Reduced |
| Broad Peak Investment Holdings Ltd. | 52,500 | $9.32M | 1.83% | +52,500 | New |
| Paragon Wealth Strategies, LLC | 52,449 | $9.31M | 2.25% | −663−1.2% | Reduced |
| Tru Independence Asset Management 2, LLC | 52,417 | $9.31M | 4.93% | +16,083+44.3% | Added |
| Villere St Denis J & Co LLC | 52,360 | $9.30M | 0.53% | −580−1.1% | Reduced |
| Amarillo National Bank | 52,213 | $9.27M | 1.81% | +5,729+12.3% | Added |
| Hancock Whitney Investment Services Inc. | 52,209 | $9.27M | 1.61% | +52,209 | New |
| Affinity Investment Advisors, LLC | 52,170 | $9.26M | 3.72% | −1,623−3.0% | Reduced |
| Greenline Partners, LLC | 52,123 | $9.26M | 1.74% | −1,351−2.5% | Reduced |
| Radnor Capital Management, LLC | 52,028 | $9.24M | 2.28% | +52,028 | New |
| Monetta Financial Services Inc | 52,000 | $9.23M | 7.14% | 00.0% | Unchanged |
| Financial Engines Advisors L.L.C. | 51,950 | $9.22M | 0.02% | +14,568+39.0% | Added |
| Chase Investment Counsel Corp | 51,783 | $9.20M | 3.69% | −50.0% | Reduced |
| Gratus Capital LLC | 51,760 | $9.19M | 0.85% | +2,690+5.5% | Added |
| Centerpoint Advisors, LLC | 51,744 | $9.19M | 4.03% | −2,998−5.5% | Reduced |
| Lenox Wealth Advisors, LLC | 51,640 | $9.17M | 1.10% | +1,191+2.4% | Added |
| Wescott Financial Advisory Group, LLC | 51,557 | $9.15M | 4.71% | −1,803−3.4% | Reduced |
| Waypoint Capital Advisors, LLC | 51,537 | $9.15M | 6.28% | +51,537 | New |
| Auxano Advisors, LLC | 51,530 | $9.15M | 4.09% | +6,785+15.2% | Added |
| Tradewinds Capital Management, LLC | 51,459 | $9.14M | 1.40% | −53−0.1% | Reduced |
| Cohen Investment Advisors LLC | 51,359 | $9.12M | 6.50% | −911−1.7% | Reduced |
| Genesee Capital Advisors, LLC | 51,340 | $9.12M | 4.35% | −2,242−4.2% | Reduced |
| Marino, Stram & Associates LLC | 51,282 | $9.11M | 2.80% | −2,126−4.0% | Reduced |
| Waddell & Associates, LLC | 51,242 | $9.10M | 1.44% | +1,652+3.3% | Added |
| Institutional & Family Asset Management, LLC | 51,175 | $9.09M | 1.42% | −7,100−12.2% | Reduced |
| Beacon Financial Advisory LLC | 51,111 | $9.08M | 4.19% | +4,429+9.5% | Added |
| Pacifica Partners Inc. | 52,622 | $9.07M | 5.93% | +995+1.9% | Added |
| North Growth Management Ltd. | 51,000 | $9.07M | 1.51% | −23,000−31.1% | Reduced |
| Cypress Capital Management LLC | 51,067 | $9.07M | 1.03% | +9,472+22.8% | Added |
| Private Capital Management LLC | 50,989 | $9.05M | 3.13% | −6,484−11.3% | Reduced |
| White Pine Investment CO | 50,957 | $9.05M | 3.01% | −1,576−3.0% | Reduced |
| Marshall Financial Group LLC | 50,905 | $9.04M | 3.33% | +2,949+6.1% | Added |
| Eukles Asset Management | 50,900 | $9.04M | 4.37% | +978+2.0% | Added |
| Columbia Trust Co 01012016 | 63,795 | $9.03M | 4.77% | 00.0% | Unchanged |
| TAP Consulting, LLC | 50,823 | $9.03M | 2.06% | −876−1.7% | Reduced |
| TSFG, LLC | 50,739 | $9.01M | 3.14% | +219+0.4% | Added |
| Carlson Capital Management | 50,697 | $9.00M | 0.78% | +2,852+6.0% | Added |
| Peak Financial Management, Inc. | 50,650 | $8.99M | 2.91% | +1,658+3.4% | Added |
| Hohimer Wealth Management, LLC | 50,622 | $8.99M | 1.90% | −7,990−13.6% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 50,594 | $8.98M | 5.12% | −1,855−3.5% | Reduced |
| Invst, LLC | 56,081 | $8.98M | 1.41% | −740−1.3% | Reduced |
| CNB Bank | 50,455 | $8.96M | 4.91% | −511−1.0% | Reduced |
| KCL Capital, L.P. | 50,345 | $8.94M | 1.23% | +50,345 | New |
| Annandale Capital, LLC | 50,331 | $8.94M | 3.94% | −3,162−5.9% | Reduced |
| DAGCO, Inc. | 50,241 | $8.92M | 3.51% | −1,769−3.4% | Reduced |
| Cape Ann Savings Bank | 50,198 | $8.91M | 5.36% | −580−1.1% | Reduced |
| Stanley-Laman Group, Ltd. | 50,194 | $8.91M | 1.05% | +7,332+17.1% | Added |
| Baker Ellis Asset Management LLC | 50,100 | $8.90M | 1.57% | −545−1.1% | Reduced |
| Boxwood Ventures, Inc. | 50,056 | $8.89M | 18.19% | 00.0% | Unchanged |
| SCP Investment, LP | 50,000 | $8.88M | 2.92% | 00.0% | Unchanged |
| TFC Financial Management | 49,795 | $8.84M | 2.68% | +1,970+4.1% | Added |
| Resurgent Financial Advisors LLC | 49,794 | $8.84M | 7.29% | +49,794 | New |
| Oarsman Capital, Inc. | 49,762 | $8.84M | 3.48% | −13,792−21.7% | Reduced |
| Spinnaker Investment Group, LLC | 53,134 | $8.83M | 3.10% | +53,134 | New |
| Strong Tower Advisory Services | 49,676 | $8.82M | 4.70% | −3,053−5.8% | Reduced |
| Grace Capital | 49,547 | $8.80M | 5.22% | +1,086+2.2% | Added |
| Court Place Advisors, LLC | 49,508 | $8.79M | 2.42% | 00.0% | Unchanged |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 49,356 | $8.76M | 1.45% | 00.0% | Unchanged |
| Seelaus Asset Management LLC | 49,307 | $8.76M | 4.75% | −110−0.2% | Reduced |
| Constitution Capital LLC | 49,209 | $8.74M | 4.66% | +4,885+11.0% | Added |
| Resonant Capital Advisors, LLC | 49,119 | $8.72M | 1.31% | +8,740+21.6% | Added |
| Hudson Value Partners, LLC | 49,061 | $8.71M | 4.22% | −2,082−4.1% | Reduced |
| Northside Capital Management, LLC | 49,051 | $8.71M | 2.30% | −458−0.9% | Reduced |
| Larson Financial Group LLC | 49,037 | $8.71M | 1.38% | +13,686+38.7% | Added |
| Vienna Asset Management LLC | 49,038 | $8.71M | 7.90% | +49,038 | New |
| HYA Advisors, Inc | 48,998 | $8.70M | 3.12% | +2,752+6.0% | Added |
| Ahrens Investment Partners LLC | 48,965 | $8.70M | 3.84% | +355+0.7% | Added |
| Guinness Atkinson Asset Management Inc | 48,896 | $8.68M | 3.79% | −1,362−2.7% | Reduced |
| Ascension Asset Management LLC | 48,872 | $8.68M | 5.16% | −560−1.1% | Reduced |
| Wealthquest Corp | 48,792 | $8.66M | 1.33% | +386+0.8% | Added |
| Barber Financial Group, Inc. | 48,772 | $8.66M | 1.04% | −530−1.1% | Reduced |
| US Asset Management LLC | 48,655 | $8.64M | 8.27% | −35−0.1% | Reduced |
| SJS Investment Consulting Inc. | 48,656 | $8.64M | 2.59% | +48,656 | New |
| First United Bank Trust | 48,572 | $8.63M | 3.19% | +60+0.1% | Added |
| Woodard & Co Asset Management Group Inc | 48,542 | $8.62M | 4.09% | −1,298−2.6% | Reduced |
| Highview Capital Management LLC | 48,526 | $8.62M | 5.59% | +48,526 | New |
| Herald Investment Management Ltd | 48,440 | $8.60M | 1.40% | 00.0% | Unchanged |
| Diversified Portfolios, Inc. | 48,356 | $8.59M | 2.07% | +3,683+8.2% | Added |
| Private Wealth Strategies, L.L.C. | 48,241 | $8.56M | 1.98% | −80−0.2% | Reduced |
| West Family Investments, Inc. | 48,155 | $8.55M | 2.40% | −6,504−11.9% | Reduced |
| Pictet Bank & Trust Ltd | 48,130 | $8.55M | 4.41% | −90−0.2% | Reduced |
| Ceera Investments, LLC | 48,073 | $8.54M | 4.42% | −4,731−9.0% | Reduced |
| Brasada Capital Management, LP | 49,305 | $8.53M | 1.63% | +1,795+3.8% | Added |
| Van Leeuwen & Company, LLC | 48,036 | $8.53M | 4.78% | −4,888−9.2% | Reduced |
| High Falls Advisors, Inc | 47,991 | $8.52M | 2.17% | +2,496+5.5% | Added |
| Samalin Investment Counsel, LLC | 47,944 | $8.51M | 5.11% | +6,389+15.4% | Added |
| NTB Financial Corp | 47,944 | $8.51M | 5.94% | +47,944 | New |
| Applied Research Investments, LLC | 47,895 | $8.51M | 2.80% | +3,626+8.2% | Added |
| Wealth Alliance Advisory Group, LLC | 47,859 | $8.50M | 3.70% | +276+0.6% | Added |
| Noesis Capital Mangement Corp | 47,839 | $8.49M | 1.71% | −9,603−16.7% | Reduced |
| GDS Wealth Management | 47,829 | $8.49M | 1.90% | +47,829 | New |
| Patron Partners Advisors, LLC | 47,764 | $8.48M | 5.56% | +468+1.0% | Added |
| Apella Capital, LLC | 47,757 | $8.48M | 1.08% | −1,077−2.2% | Reduced |
| Unio Capital LLC | 47,722 | $8.47M | 30.17% | −635−1.3% | Reduced |
| Marvin & Palmer Associates Inc | 47,630 | $8.46M | 3.62% | +47,630 | New |
| Spreng Capital Management, Inc. | 47,620 | $8.46M | 4.87% | +2,353+5.2% | Added |
| Deltec Asset Management LLC | 47,612 | $8.45M | 1.38% | +19,200+67.6% | Added |