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 |
|---|---|---|---|---|---|
| Shorepoint Capital Partners LLC | 38,947 | $6.92M | 2.81% | −2,554−6.2% | Reduced |
| Redhawk Wealth Advisors, Inc. | 38,812 | $6.89M | 1.76% | +141+0.4% | Added |
| ELCO Management Co., LLC | 38,788 | $6.89M | 4.92% | −184−0.5% | Reduced |
| McBroom & Associates, LLC | 38,767 | $6.88M | 5.18% | +38,767 | New |
| Amica Retiree Medical Trust | 38,664 | $6.87M | 5.83% | 00.0% | Unchanged |
| West Chester Capital Advisors, Inc | 38,651 | $6.86M | 4.71% | −109−0.3% | Reduced |
| WT Wealth Management | 38,631 | $6.86M | 2.52% | +1,346+3.6% | Added |
| Somerset Group LLC | 38,558 | $6.85M | 4.62% | −136−0.4% | Reduced |
| Benchmark Financial Wealth Advisors, LLC | 38,475 | $6.83M | 2.86% | +956+2.5% | Added |
| Capital Financial Services, LLC | 38,468 | $6.83M | 7.45% | −300−0.8% | Reduced |
| Kalos Management, Inc. | 45,530 | $6.82M | 1.85% | +2,978+7.0% | Added |
| Great Diamond Partners, LLC | 38,378 | $6.81M | 1.75% | +893+2.4% | Added |
| Ayrshire Capital Management LLC | 38,374 | $6.81M | 3.46% | +2,162+6.0% | Added |
| Taika Capital, LP | 37,380 | $6.80M | 5.37% | +37,380 | New |
| L2 Asset Management, LLC | 38,252 | $6.79M | 4.74% | +32,556+571.6% | Added |
| LifeSteps Financial, Inc. | 38,206 | $6.78M | 4.80% | −2,448−6.0% | Reduced |
| Alps Advisors Inc | 38,188 | $6.78M | 0.08% | −33,819−47.0% | Reduced |
| Geller Advisors LLC | 38,184 | $6.78M | 1.32% | +195+0.5% | Added |
| Beaird Harris Wealth Management, LLC | 38,164 | $6.78M | 2.48% | +38,164 | New |
| McCarthy Asset Management, Inc. | 38,150 | $6.77M | 4.66% | −162−0.4% | Reduced |
| Peregrine Asset Advisers, Inc. | 38,138 | $6.77M | 2.76% | +16,096+73.0% | Added |
| New England Research & Management, Inc. | 38,129 | $6.77M | 3.27% | −275−0.7% | Reduced |
| Schonfeld Strategic Advisors LLC | 38,075 | $6.76M | 0.07% | +38,075 | New |
| Princeton Global Asset Management LLC | 38,063 | $6.76M | 1.89% | −354−0.9% | Reduced |
| Financial Council Asset Management Inc | 38,065 | $6.76M | 8.08% | +200+0.5% | Added |
| Bernardo Wealth Planning LLC | 38,061 | $6.76M | 3.30% | +3,848+11.2% | Added |
| Wayfinding Financial, LLC | 42,369 | $6.75M | 5.41% | +42,369 | New |
| State of Wyoming | 37,916 | $6.73M | 3.13% | −7,505−16.5% | Reduced |
| Simplex Trading, LLC | 37,900 | $6.73M | 0.22% | +13,200+53.4% | Added |
| Prudent Investors Network | 37,888 | $6.73M | 3.17% | −2,537−6.3% | Reduced |
| SC&H Financial Advisors, Inc. | 37,861 | $6.72M | 3.71% | +37,861 | New |
| G2 Capital Management, LLC | 37,841 | $6.72M | 2.50% | +37,841 | New |
| Pinnacle Bancorp, Inc. | 37,813 | $6.71M | 2.37% | −942−2.4% | Reduced |
| Aspireon Wealth Advisors | 37,800 | $6.71M | 3.27% | +1,367+3.8% | Added |
| W Advisors, LLC | 37,797 | $6.71M | 5.00% | +37,797 | New |
| Nova R Wealth, Inc. | 37,793 | $6.71M | 5.46% | +37,793 | New |
| Smith Shellnut Wilson LLC | 37,764 | $6.71M | 3.32% | −47−0.1% | Reduced |
| Security Financial Services, INC. | 37,750 | $6.70M | 2.24% | +37,750 | New |
| FWL Investment Management, LLC | 37,730 | $6.70M | 4.09% | +65+0.2% | Added |
| Traverso Chambers Private Wealth Management, LLC | 37,709 | $6.70M | 1.99% | 00.0% | Unchanged |
| First National Bank | 37,700 | $6.69M | 5.83% | −1,904−4.8% | Reduced |
| SPC Financial, Inc. | 37,677 | $6.69M | 0.75% | +633+1.7% | Added |
| Auxier Asset Management | 37,665 | $6.69M | 1.04% | −490−1.3% | Reduced |
| Deuterium Capital Management, LLC | 37,650 | $6.69M | 9.89% | +37,650 | New |
| LGL Partners, LLC | 37,631 | $6.68M | 0.79% | +5,297+16.4% | Added |
| West Wealth Group, LLC | 37,598 | $6.68M | 2.51% | +37,598 | New |
| Sicart Associates LLC | 37,413 | $6.67M | 1.74% | +1,530+4.3% | Added |
| Youngs Advisory Group, Inc. | 37,505 | $6.66M | 4.20% | −94−0.3% | Reduced |
| Wilson & Boucher Capital Management, LLC | 37,437 | $6.65M | 5.99% | +37,437 | New |
| Objective Capital Management, LLC | 37,390 | $6.64M | 4.70% | +37,390 | New |
| Duality Advisers, LP | 37,374 | $6.64M | 0.72% | +37,374 | New |
| Northwest Wealth Management, LLC | 37,358 | $6.63M | 3.08% | −175−0.5% | Reduced |
| CMG Global Holdings, LLC | 37,341 | $6.63M | 4.27% | +471+1.3% | Added |
| Leelyn Smith, LLC | 37,317 | $6.63M | 1.77% | +200+0.5% | Added |
| Buffington Mohr McNeal | 37,218 | $6.61M | 1.13% | +2,949+8.6% | Added |
| Omnia Family Wealth, LLC | 37,220 | $6.61M | 4.02% | +3,878+11.6% | Added |
| Cantor Fitzgerald Investment Adviser L.P. | 37,181 | $6.60M | 0.40% | −646−1.7% | Reduced |
| Family Firm, Inc. | 775,128 | $6.60M | 1.71% | +742,022+2,241.4% | Added |
| Concord Wealth Partners | 37,135 | $6.59M | 1.61% | +20,963+129.6% | Added |
| United Services Automobile Association | 37,076 | $6.58M | 0.11% | −3,024−7.5% | Reduced |
| Seascape Capital Management | 37,052 | $6.58M | 3.08% | +411+1.1% | Added |
| Vaughan David Investments LLC | 36,942 | $6.56M | 0.19% | +707+2.0% | Added |
| Round Rock Advisors, LLC | 36,936 | $6.56M | 2.91% | +19,578+112.8% | Added |
| Elmwood Wealth Management, Inc. | 36,895 | $6.55M | 3.12% | +36,895 | New |
| Bigelow Investment Advisors, LLC | 36,850 | $6.54M | 2.97% | −2,858−7.2% | Reduced |
| Accuvest Global Advisors | 36,843 | $6.54M | 2.87% | −2,715−6.9% | Reduced |
| NewSquare Capital LLC | 36,755 | $6.53M | 0.69% | +759+2.1% | Added |
| Northstar Advisory Group, LLC | 36,755 | $6.53M | 3.87% | +33,145+918.1% | Added |
| River & Mercantile Asset Management LLP | 36,710 | $6.52M | 0.51% | −39,360−51.7% | Reduced |
| Riverview Trust Co | 36,700 | $6.52M | 3.82% | −2,509−6.4% | Reduced |
| Karani Asset Management LLC | 36,694 | $6.52M | 3.22% | −11,611−24.0% | Reduced |
| Fruth Investment Management | 36,628 | $6.50M | 1.78% | −520−1.4% | Reduced |
| Retirement Capital Strategies | 36,630 | $6.50M | 2.39% | +366+1.0% | Added |
| Pinnacle Wealth Management Group, Inc. | 36,550 | $6.49M | 4.81% | −50.0% | Reduced |
| Arnhold LLC | 36,547 | $6.49M | 0.74% | +27+0.1% | Added |
| Peoples Bank | 36,502 | $6.48M | 3.20% | −1,305−3.5% | Reduced |
| LCNB Corp | 36,425 | $6.47M | 2.96% | +418+1.2% | Added |
| Leeward Financial Partners, LLC | 36,407 | $6.46M | 4.04% | +36,407 | New |
| Gitterman Wealth Management, LLC | 36,399 | $6.46M | 4.79% | −73−0.2% | Reduced |
| Rainsberger Wealth Advisors, Inc. | 36,387 | $6.46M | 3.79% | +36,387 | New |
| Zeke Capital Advisors, LLC | 36,362 | $6.46M | 0.38% | +12,140+50.1% | Added |
| Nauset Wealth Management. LLC | 36,274 | $6.44M | 6.14% | +36,274 | New |
| First Personal Financial Services | 36,142 | $6.42M | 1.44% | +2,817+8.5% | Added |
| Nia Impact Advisors, LLC | 37,248 | $6.41M | 3.40% | −3,732−9.1% | Reduced |
| United Fire Group Inc | 36,000 | $6.39M | 3.00% | 00.0% | Unchanged |
| WFA Asset Management Corp | 35,989 | $6.39M | 4.17% | +35,989 | New |
| Brown, Lisle/Cummings, Inc. | 35,880 | $6.37M | 3.18% | +35,880 | New |
| PrairieView Partners, LLC | 35,870 | $6.37M | 0.89% | +2,943+8.9% | Added |
| Boothe Investment Group, Inc. | 35,830 | $6.36M | 3.40% | −3,554−9.0% | Reduced |
| Rodgers Brothers Inc. | 35,822 | $6.36M | 1.13% | +1,034+3.0% | Added |
| Cribstone Capital Management, LLC | 35,812 | $6.36M | 3.53% | −2,607−6.8% | Reduced |
| Phoenix Holdings Ltd. | 35,666 | $6.36M | 0.11% | −48,222−57.5% | Reduced |
| Lokken Investment Group LLC | 35,790 | $6.36M | 4.53% | −50.0% | Reduced |
| Convergence Investment Partners, LLC | 35,775 | $6.35M | 3.24% | −2,529−6.6% | Reduced |
| Measured Wealth Private Client Group, LLC | 35,743 | $6.35M | 2.24% | −569−1.6% | Reduced |
| Yarger Wealth Strategies, LLC | 35,738 | $6.35M | 6.84% | +35,738 | New |
| Selective Wealth Management, Inc. | 35,707 | $6.34M | 2.59% | +1,089+3.1% | Added |
| Stableford Capital II LLC | 39,105 | $6.32M | 2.66% | +2,626+7.2% | Added |
| Hanson & Doremus Investment Management | 35,420 | $6.29M | 1.35% | +1,706+5.1% | Added |
| Cambria Investment Management, L.P. | 35,424 | $6.29M | 1.05% | +3,608+11.3% | Added |