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 |
|---|---|---|---|---|---|
| McAdam, LLC | 47,553 | $8.44M | 0.83% | −906−1.9% | Reduced |
| Altfest L J & Co Inc | 47,543 | $8.44M | 1.61% | −1,296−2.7% | Reduced |
| Canton Hathaway, LLC | 47,516 | $8.44M | 2.28% | −2,499−5.0% | Reduced |
| Pine Haven Investment Counsel, Inc | 47,501 | $8.44M | 7.87% | +47,501 | New |
| Summit Asset Management, LLC | 47,449 | $8.43M | 2.39% | +2,359+5.2% | Added |
| Beck Bode, LLC | 47,302 | $8.40M | 2.10% | +1,036+2.2% | Added |
| Eagle Ridge Investment Management | 47,264 | $8.39M | 0.88% | −1,028−2.1% | Reduced |
| Hudson Canyon Capital Management | 47,254 | $8.39M | 6.10% | −3,046−6.1% | Reduced |
| Sonata Capital Group Inc | 47,180 | $8.38M | 3.51% | −297−0.6% | Reduced |
| Boyd Watterson Asset Management LLC | 47,124 | $8.37M | 2.78% | −70.0% | Reduced |
| 626 Financial, LLC | 47,083 | $8.36M | 5.12% | +47,083 | New |
| IMA Wealth, Inc. | 47,074 | $8.36M | 1.85% | −1,124−2.3% | Reduced |
| Levy Wealth Management Group, LLC | 47,044 | $8.35M | 3.79% | −4,137−8.1% | Reduced |
| Emerald Advisers, LLC | 46,995 | $8.35M | 0.31% | −4,473−8.7% | Reduced |
| Piscataqua Savings Bank | 46,862 | $8.32M | 6.56% | −428−0.9% | Reduced |
| Arbor Trust Wealth Advisors, LLC | 46,837 | $8.32M | 4.79% | +203+0.4% | Added |
| Essex LLC | 46,768 | $8.30M | 2.22% | −364−0.8% | Reduced |
| Central Asset Investments & Management Holdings (HK) Ltd | 46,685 | $8.29M | 5.73% | −11,100−19.2% | Reduced |
| Simon Quick Advisors, LLC | 46,673 | $8.29M | 2.22% | −2,949−5.9% | Reduced |
| Financial Planners of Cleveland, Inc. | 48,096 | $8.28M | 3.37% | +48,096 | New |
| Walled Lake Planning & Wealth Management, LLC | 46,566 | $8.27M | 4.79% | −1,992−4.1% | Reduced |
| Lindenwold Advisors | 46,492 | $8.26M | 4.82% | +46,492 | New |
| Davis-Rea Ltd. | 46,398 | $8.24M | 3.83% | −2,047−4.2% | Reduced |
| Signet Investment Advisory Group, Inc. | 46,400 | $8.24M | 4.68% | −692−1.5% | Reduced |
| East Coast Asset Management, LLC. | 46,335 | $8.23M | 1.82% | +237+0.5% | Added |
| Old North State Trust, LLC | 46,240 | $8.21M | 5.90% | −1,027−2.2% | Reduced |
| Lynch & Associates | 46,211 | $8.21M | 1.94% | +4,054+9.6% | Added |
| Atlas Private Wealth Management | 46,168 | $8.20M | 4.57% | −2,465−5.1% | Reduced |
| Planning Directions Inc | 46,119 | $8.19M | 5.45% | +382+0.8% | Added |
| Acima Private Wealth, LLC | 46,117 | $8.19M | 3.52% | +1,000+2.2% | Added |
| Childress Capital Advisors, LLC | 46,098 | $8.19M | 3.38% | −3,428−6.9% | Reduced |
| Bradley Mark J. | 46,087 | $8.18M | 5.35% | −3,195−6.5% | Reduced |
| LWM Advisory Services, LLC | 46,059 | $8.18M | 10.14% | +46,059 | New |
| LCM Capital Management Inc | 46,044 | $8.18M | 6.33% | +1,283+2.9% | Added |
| Golden State Equity Partners | 46,009 | $8.17M | 4.13% | −33,461−42.1% | Reduced |
| SkyView Investment Advisors, LLC | 58,105 | $8.17M | 1.84% | +14,484+33.2% | Added |
| E&G Advisors, LP | 45,967 | $8.16M | 2.04% | −1,383−2.9% | Reduced |
| Coastal Capital Group, Inc. | 45,949 | $8.16M | 1.82% | +398+0.9% | Added |
| Sovereign Financial Group, Inc. | 45,904 | $8.15M | 3.33% | +11,938+35.1% | Added |
| New Potomac Partners, LLC | 45,802 | $8.13M | 5.27% | −450−1.0% | Reduced |
| Financial Sense Advisors, Inc. | 45,630 | $8.10M | 2.80% | −946−2.0% | Reduced |
| WD Rutherford LLC | 45,579 | $8.09M | 4.10% | −827−1.8% | Reduced |
| Zimmermann Investment Management & Planning LLC | 45,581 | $8.09M | 4.54% | +45,581 | New |
| Harfst & Associates, Inc. | 45,579 | $8.09M | 2.06% | +706+1.6% | Added |
| Crew Capital Management, Ltd. | 45,566 | $8.09M | 6.84% | −4,702−9.4% | Reduced |
| Kathmere Capital Management, LLC | 45,547 | $8.09M | 1.40% | −3,198−6.6% | Reduced |
| MSH Capital Advisors LLC | 45,351 | $8.05M | 3.61% | +45,351 | New |
| Retirement Solution Inc. | 45,272 | $8.04M | 3.44% | −54−0.1% | Reduced |
| Algert Global LLC | 45,211 | $8.03M | 1.00% | +9,931+28.1% | Added |
| Magnolia Capital Advisors LLC | 45,120 | $8.01M | 2.35% | −69−0.2% | Reduced |
| Lee Johnson Capital Management, LLC | 45,114 | $8.01M | 6.57% | +45,114 | New |
| HHM Wealth Advisors, LLC | 45,098 | $8.01M | 1.93% | +237+0.5% | Added |
| West Michigan Advisors, LLC | 45,072 | $8.00M | 5.96% | +45,072 | New |
| Oxler Private Wealth LLC | 45,018 | $7.99M | 3.31% | −200−0.4% | Reduced |
| SRS Capital Advisors, Inc. | 44,996 | $7.99M | 1.01% | +551+1.2% | Added |
| Interactive Financial Advisors | 44,998 | $7.99M | 3.05% | +17,586+64.2% | Added |
| Curated Wealth Partners LLC | 44,966 | $7.99M | 2.58% | 00.0% | Unchanged |
| Commons Capital, LLC | 44,955 | $7.98M | 7.91% | +44,955 | New |
| Wolff Wiese Magana LLC | 44,831 | $7.96M | 5.14% | −1,279−2.8% | Reduced |
| Kowal Investment Group, LLC | 44,800 | $7.96M | 2.36% | +1,679+3.9% | Added |
| Thompson Investment Management, Inc. | 44,784 | $7.95M | 1.13% | −726−1.6% | Reduced |
| Madden Securities Corp | 44,655 | $7.93M | 3.72% | +1,841+4.3% | Added |
| Advisor OS, LLC | 44,586 | $7.92M | 1.62% | +5,190+13.2% | Added |
| Abundance Wealth Counselors | 44,583 | $7.92M | 2.03% | +44,583 | New |
| AXS Investments LLC | 44,518 | $7.91M | 1.87% | +36,887+483.4% | Added |
| Forefront Wealth Management Inc. | 44,509 | $7.90M | 7.54% | +44,509 | New |
| BHK Investment Advisors, LLC | 44,354 | $7.88M | 3.11% | −185−0.4% | Reduced |
| Concentric Wealth Management, LLC | 44,331 | $7.87M | 2.22% | −465−1.0% | Reduced |
| Providence Wealth Advisors, LLC | 46,365 | $7.87M | 4.95% | +1,393+3.1% | Added |
| Blackhawk Capital Partners LLC. | 44,261 | $7.86M | 4.75% | −101−0.2% | Reduced |
| Blue Zone Wealth Advisors, LLC | 44,217 | $7.85M | 2.60% | +634+1.5% | Added |
| Delta Capital Management LLC | 44,207 | $7.85M | 4.39% | −40−0.1% | Reduced |
| Abacus Wealth Partners, LLC | 44,195 | $7.85M | 2.77% | +5,729+14.9% | Added |
| Pettee Investors, Inc. | 44,185 | $7.85M | 3.29% | +122+0.3% | Added |
| JRM Investment Counsel, LLC | 44,180 | $7.84M | 3.28% | 00.0% | Unchanged |
| First Capital Advisors Group, LLC. | 44,121 | $7.83M | 4.31% | +44,121 | New |
| Purus Wealth Management, LLC | 44,090 | $7.83M | 4.91% | +629+1.4% | Added |
| RDA Financial Network | 44,057 | $7.82M | 3.19% | +2,409+5.8% | Added |
| Bar Harbor Trust Services | 44,053 | $7.82M | 2.09% | +546+1.3% | Added |
| GSB Wealth Management, LLC | 44,052 | $7.82M | 2.25% | +12,708+40.5% | Added |
| Olstein Capital Management, L.P. | 44,000 | $7.81M | 0.93% | −23,000−34.3% | Reduced |
| Laffer Tengler Investments | 43,957 | $7.81M | 2.25% | +182+0.4% | Added |
| Johnson Bixby & Associates, LLC | 43,956 | $7.80M | 2.07% | +321+0.7% | Added |
| Curtis Advisory Group, LLC | 43,885 | $7.79M | 2.56% | −13,301−23.3% | Reduced |
| Drexel Morgan & Co. | 43,879 | $7.79M | 2.25% | −900−2.0% | Reduced |
| Legato Capital Management LLC | 43,836 | $7.78M | 1.44% | −13,400−23.4% | Reduced |
| Karn, Couzens & Associates, Inc. | 43,822 | $7.78M | 5.34% | −88−0.2% | Reduced |
| Redwood Investments, LLC | 43,801 | $7.78M | 0.61% | −457−1.0% | Reduced |
| AlphaCrest Capital Management LLC | 43,720 | $7.76M | 0.29% | +40,588+1,295.9% | Added |
| United Bank | 43,708 | $7.76M | 4.16% | −240−0.5% | Reduced |
| Fountainhead AM, LLC | 45,544 | $7.73M | 3.36% | +4,738+11.6% | Added |
| RBA Wealth Management, LLC | 43,505 | $7.72M | 3.65% | −819−1.8% | Reduced |
| Guild Investment Management, Inc. | 43,414 | $7.71M | 7.80% | −1,086−2.4% | Reduced |
| Agate Pass Investment Management, LLC | 43,401 | $7.71M | 4.79% | +43,401 | New |
| Page Arthur B | 43,373 | $7.70M | 5.28% | −1,221−2.7% | Reduced |
| Bridge Advisory, LLC | 43,186 | $7.67M | 3.47% | +2,507+6.2% | Added |
| Jmac Enterprises LLC | 43,975 | $7.65M | 1.80% | +43,975 | New |
| Capital Fund Management S.A. | 43,091 | $7.65M | 0.20% | −48,866−53.1% | Reduced |
| Lynch Asset Management, Inc. | 42,990 | $7.63M | 5.30% | +42,990 | New |
| Old Port Advisors | 44,366 | $7.63M | 2.58% | −923−2.0% | Reduced |