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 |
|---|---|---|---|---|---|
| Northwest Capital Management Inc | 44,220 | $7.62M | 3.61% | +30.0% | Added |
| Center For Asset Management LLC | 42,901 | $7.62M | 5.64% | +22,888+114.4% | Added |
| American Financial Advisors, LLC | 42,853 | $7.61M | 0.97% | −185−0.4% | Reduced |
| Security National Bank of So Dak | 42,749 | $7.59M | 5.11% | −648−1.5% | Reduced |
| Orser Capital Management, LLC | 42,711 | $7.58M | 3.92% | +1,124+2.7% | Added |
| First Command Financial Services, Inc. | 42,699 | $7.58M | 1.11% | +2,226+5.5% | Added |
| Derbend Asset Management | 42,689 | $7.58M | 7.40% | +1,181+2.8% | Added |
| Linker Capital Management Inc. | 42,614 | $7.57M | 7.27% | +42,614 | New |
| Kensington Investment Counsel, LLC | 42,593 | $7.56M | 4.41% | +42,593 | New |
| Bluesphere Advisors, LLC | 42,577 | $7.56M | 6.28% | −231−0.5% | Reduced |
| Capital One Financial Corp | 42,564 | $7.56M | 0.91% | −2,269−5.1% | Reduced |
| Financial Insights, Inc. | 42,543 | $7.56M | 6.52% | −406−0.9% | Reduced |
| Capula Management Ltd | 42,527 | $7.55M | 0.53% | −238,310−84.9% | Reduced |
| Guardian Wealth Advisors, LLC | 42,494 | $7.55M | 3.24% | +42,494 | New |
| Alcosta Capital Management, Inc. | 42,458 | $7.54M | 4.53% | +332+0.8% | Added |
| Summit Financial Wealth Advisors, LLC | 41,848 | $7.52M | 1.46% | −622−1.5% | Reduced |
| Global Financial Private Client, LLC | 42,337 | $7.52M | 3.63% | +3,130+8.0% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 46,933 | $7.50M | 3.16% | −851−1.8% | Reduced |
| Norris Financial Group, LLC | 42,229 | $7.50M | 4.52% | −9,335−18.1% | Reduced |
| Aurora Private Wealth, Inc. | 42,185 | $7.49M | 3.25% | −33,881−44.5% | Reduced |
| Vahanian & Associates Financial Planning Inc. | 42,183 | $7.49M | 6.04% | +42,183 | New |
| Provident Trust Co | 42,139 | $7.48M | 0.13% | +4,200+11.1% | Added |
| Alera Investment Advisors, LLC | 42,115 | $7.46M | 2.04% | −246−0.6% | Reduced |
| JNBA Financial Advisors | 42,002 | $7.46M | 0.91% | −526−1.2% | Reduced |
| GP Brinson Investments LLC | 42,000 | $7.46M | 5.29% | 00.0% | Unchanged |
| Bull Street Advisors, LLC | 41,958 | $7.45M | 3.55% | −656−1.5% | Reduced |
| Cary Street Partner Investment Advisory LLC | 41,957 | $7.45M | 2.07% | +2,113+5.3% | Added |
| Waterfront Wealth Inc. | 41,938 | $7.45M | 2.95% | −398−0.9% | Reduced |
| Pacitti Group Inc. | 41,927 | $7.45M | 4.84% | +140.0% | Added |
| Tempus Wealth Planning, LLC | 41,846 | $7.43M | 4.01% | +33+0.1% | Added |
| Cutter & CO Brokerage, Inc. | 41,750 | $7.41M | 2.03% | −150−0.4% | Reduced |
| Altrafin AG | 41,645 | $7.39M | 2.67% | +41,645 | New |
| Dempze Nancy E | 41,627 | $7.39M | 4.99% | +109+0.3% | Added |
| Crescent Capital Consulting, LLC | 40,547 | $7.39M | 1.22% | +614+1.5% | Added |
| Thrive Wealth Management, LLC | 41,604 | $7.39M | 2.53% | +41,604 | New |
| Eisler Capital (UK) Ltd. | 41,594 | $7.39M | 0.98% | +8,768+26.7% | Added |
| Granger Management LLC | 41,549 | $7.38M | 1.21% | −606−1.4% | Reduced |
| Costello Asset Management, INC | 41,543 | $7.38M | 4.51% | +675+1.7% | Added |
| Cairn Investment Group, Inc. | 41,437 | $7.36M | 5.07% | +113+0.3% | Added |
| Gilbert & Cook, Inc. | 41,407 | $7.35M | 1.18% | +1,923+4.9% | Added |
| Corsicana & Co. | 41,405 | $7.35M | 4.44% | −1,920−4.4% | Reduced |
| Investmark Advisory Group LLC | 41,341 | $7.34M | 6.86% | +41,341 | New |
| FORA Capital, LLC | 41,329 | $7.34M | 2.85% | −1,411−3.3% | Reduced |
| Allred Capital Management, LLC | 41,295 | $7.33M | 3.55% | −1,299−3.0% | Reduced |
| PSI Advisors, LLC | 41,032 | $7.33M | 2.98% | +768+1.9% | Added |
| Brio Consultants, LLC | 41,214 | $7.32M | 1.72% | +314+0.8% | Added |
| Capital Impact Advisors, LLC | 41,199 | $7.32M | 5.05% | +41,199 | New |
| Lehman & Derafelo Financial Resources LLC | 41,190 | $7.31M | 2.21% | −1,711−4.0% | Reduced |
| Dodge & Cox | 41,156 | $7.31M | 0.00% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 41,096 | $7.30M | 4.11% | +4,799+13.2% | Added |
| Sturgeon Ventures LLP | 40,992 | $7.28M | 3.36% | −2,243−5.2% | Reduced |
| Diversified, LLC | 40,943 | $7.27M | 3.07% | +190.0% | Added |
| Greenspring Advisors, LLC | 40,925 | $7.27M | 1.87% | +40,925 | New |
| Capital Advisors Wealth Management, LLC | 40,885 | $7.26M | 2.21% | +5,201+14.6% | Added |
| Latitude Advisors, LLC | 40,880 | $7.26M | 2.03% | +1,655+4.2% | Added |
| StrongBox Wealth, LLC | 40,792 | $7.24M | 3.62% | +673+1.7% | Added |
| Ulland Investment Advisors, LLC | 40,768 | $7.24M | 4.62% | +40,768 | New |
| LGT Capital Partners Ltd. | 40,756 | $7.24M | 0.19% | −5,902−12.6% | Reduced |
| Pantheon Investment Group, LLC | 40,721 | $7.23M | 5.68% | −538−1.3% | Reduced |
| Chilton Investment Co LLC | 40,652 | $7.22M | 0.15% | +486+1.2% | Added |
| Cunning Capital Partners, LP | 40,570 | $7.20M | 3.92% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 40,557 | $7.20M | 5.50% | +40,557 | New |
| Schneider Downs Wealth Management Advisors, LP | 40,512 | $7.19M | 1.72% | +168+0.4% | Added |
| Orca Investment Management, LLC | 40,503 | $7.19M | 5.91% | −1,296−3.1% | Reduced |
| Meridian Management Co | 40,394 | $7.17M | 2.08% | +84+0.2% | Added |
| CVA Family Office, LLC | 40,345 | $7.16M | 1.78% | +26,221+185.6% | Added |
| Advisors Management Group Inc | 40,276 | $7.15M | 2.14% | −126−0.3% | Reduced |
| Marathon Capital Management | 40,253 | $7.15M | 1.68% | −16,578−29.2% | Reduced |
| Lincoln Capital LLC | 40,243 | $7.15M | 1.77% | +26+0.1% | Added |
| Byrne Asset Management LLC | 40,202 | $7.14M | 4.62% | +40,202 | New |
| Archer Investment Corp | 40,121 | $7.12M | 2.42% | −2,124−5.0% | Reduced |
| Fingerlakes Wealth Management, Inc. | 39,993 | $7.11M | 8.00% | +39,993 | New |
| Lee Capital Holdings LLC | 40,000 | $7.10M | 3.74% | 00.0% | Unchanged |
| Needham Investment Management LLC | 40,000 | $7.10M | 0.89% | −9,000−18.4% | Reduced |
| SBK Financial, Inc. | 39,995 | $7.10M | 5.67% | +39,995 | New |
| Sound Income Strategies, LLC | 39,978 | $7.10M | 0.84% | +762+1.9% | Added |
| CFS Investment Advisory Services, LLC | 40,608 | $7.08M | 0.95% | +239+0.6% | Added |
| Pacific Sun Financial Corp | 39,863 | $7.08M | 3.78% | +105+0.3% | Added |
| Gray Wealth Management Inc. | 39,862 | $7.08M | 3.52% | +1,106+2.9% | Added |
| Lebenthal Global Advisors, LLC | 39,841 | $7.07M | 2.86% | +2,455+6.6% | Added |
| Indie Asset Partners, LLC | 39,730 | $7.05M | 5.12% | −2,861−6.7% | Reduced |
| HawsGoodwin Investment Management LLC | 39,659 | $7.04M | 2.05% | −224−0.6% | Reduced |
| IFG Advisors, LLC | 39,640 | $7.04M | 2.98% | −3,236−7.5% | Reduced |
| Retirement Planning Group | 39,634 | $7.04M | 0.68% | +1,839+4.9% | Added |
| Sky Investment Group LLC | 39,603 | $7.03M | 1.42% | −29−0.1% | Reduced |
| Morling Financial Advisors, LLC | 39,575 | $7.03M | 6.78% | +39,575 | New |
| Triangle Securities Wealth Management | 39,476 | $7.01M | 2.19% | −3,586−8.3% | Reduced |
| Kenfarb & Co. | 39,447 | $7.00M | 5.12% | +39,447 | New |
| Connecticut Wealth Management, LLC | 39,414 | $7.00M | 0.54% | +426+1.1% | Added |
| Rockwood Wealth Management, LLC | 39,401 | $7.00M | 3.11% | +39,401 | New |
| Beck Capital Management, LLC | 39,394 | $7.00M | 2.16% | −112−0.3% | Reduced |
| Hall Capital Management Co Inc | 39,385 | $6.99M | 3.96% | −5,708−12.7% | Reduced |
| Townsend Asset Management Corp | 39,370 | $6.99M | 3.34% | −262−0.7% | Reduced |
| Encompass Wealth Advisors, LLC | 39,350 | $6.99M | 1.70% | +246+0.6% | Added |
| InTrack Investment Management Inc | 39,303 | $6.98M | 4.82% | −613−1.5% | Reduced |
| Oak Family Advisors, LLC | 39,139 | $6.95M | 3.33% | +4,342+12.5% | Added |
| Baron Silver Stevens Financial Advisors, LLC | 39,126 | $6.95M | 1.64% | +1,137+3.0% | Added |
| Ellsworth Advisors, LLC | 39,040 | $6.93M | 2.56% | −783−2.0% | Reduced |
| Matrix Private Capital Group LLC | 38,976 | $6.92M | 3.28% | +357+0.9% | Added |
| Cowa, LLC | 38,964 | $6.92M | 3.48% | −3,878−9.1% | Reduced |