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 11 sales; 6,152 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 | 6,152 | $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 |
|---|---|---|---|---|---|
| Denver Wealth Management, Inc. | 35,405 | $6.29M | 6.03% | +35,405 | New |
| Morgan Jess S & Co Inc | 35,344 | $6.28M | 3.85% | −517−1.4% | Reduced |
| Security National Bank of Sioux City Iowa | 35,271 | $6.26M | 4.30% | +140.0% | Added |
| Goepper Burkhardt LLC | 35,238 | $6.26M | 3.72% | −179−0.5% | Reduced |
| Boltwood Capital Management | 35,145 | $6.24M | 2.31% | +91+0.3% | Added |
| Howard Wealth Management, LLC | 35,139 | $6.24M | 3.29% | −1,048−2.9% | Reduced |
| Ahl Investment Management, Inc. | 35,065 | $6.23M | 5.68% | +35,065 | New |
| Garrison Point Advisors, LLC | 35,005 | $6.22M | 4.12% | −115−0.3% | Reduced |
| Fairview Capital Investment Management, LLC | 34,979 | $6.21M | 0.40% | +636+1.9% | Added |
| Rational Advisors LLC | 34,967 | $6.21M | 0.38% | −4,536−11.5% | Reduced |
| West Paces Advisors Inc. | 34,961 | $6.21M | 1.94% | +507+1.5% | Added |
| Wunderlich Capital Managemnt | 34,946 | $6.21M | 2.76% | −177−0.5% | Reduced |
| Michael B. Yongue | 34,856 | $6.19M | 4.12% | +156+0.4% | Added |
| Diker Management LLC | 34,792 | $6.18M | 4.23% | +20.0% | Added |
| Act Wealth Management, LLC | 34,769 | $6.17M | 3.55% | −530−1.5% | Reduced |
| WestHill Financial Advisors, Inc. | 34,722 | $6.17M | 1.74% | −100.0% | Reduced |
| Long Road Investment Counsel, LLC | 34,711 | $6.16M | 2.45% | −1,500−4.1% | Reduced |
| Check Capital Management Inc | 34,640 | $6.15M | 0.48% | +442+1.3% | Added |
| Horst & Graben Wealth Management LLC | 34,637 | $6.15M | 1.54% | −1,362−3.8% | Reduced |
| Colorado Capital Management, Inc. | 34,583 | $6.15M | 4.12% | −2,102−5.7% | Reduced |
| Granite Bay Wealth Management, LLC | 34,577 | $6.14M | 6.07% | +34,577 | New |
| Ellenbecker Investment Group | 34,555 | $6.13M | 1.70% | +531+1.6% | Added |
| G&S Capital LLC | 34,434 | $6.11M | 3.05% | +5,621+19.5% | Added |
| Ritter Daniher Financial Advisory, LLC | 34,423 | $6.11M | 4.08% | −1,726−4.8% | Reduced |
| Beacon Harbor Wealth Advisors, Inc. | 34,396 | $6.11M | 2.02% | +385+1.1% | Added |
| Pasadena Private Wealth, LLC | 34,380 | $6.11M | 2.00% | +8,036+30.5% | Added |
| First Pacific Advisors, LP | 34,327 | $6.09M | 0.08% | −290−0.8% | Reduced |
| Exchange Capital Management, Inc. | 34,278 | $6.09M | 1.11% | −862−2.5% | Reduced |
| Osterweis Capital Management Inc | 34,257 | $6.08M | 0.30% | −640−1.8% | Reduced |
| Lumature Wealth Partners, LLC | 34,213 | $6.08M | 2.36% | −522−1.5% | Reduced |
| Stony Point Wealth Management Inc. | 34,200 | $6.07M | 3.22% | −2,487−6.8% | Reduced |
| Aberdeen Wealth Management LLC | 34,196 | $6.07M | 3.96% | +176+0.5% | Added |
| RTD Financial Advisors, Inc. | 34,184 | $6.07M | 0.79% | +34,184 | New |
| Tower View Investment Management & Research LLC | 34,161 | $6.07M | 3.09% | +27+0.1% | Added |
| Mitchell & Pahl Private Wealth, LLC | 34,151 | $6.06M | 3.89% | −73−0.2% | Reduced |
| McIlrath & Eck, LLC | 34,146 | $6.06M | 1.64% | −2,459−6.7% | Reduced |
| Wagner Wealth Management, LLC | 34,106 | $6.06M | 4.63% | +415+1.2% | Added |
| Capital Advisors, Ltd. LLC | 34,107 | $6.06M | 0.98% | +3,120+10.1% | Added |
| Eclectic Associates Inc | 34,094 | $6.05M | 3.87% | −295−0.9% | Reduced |
| Landaas & Co | 34,090 | $6.05M | 3.22% | +1,430+4.4% | Added |
| Tranquility Partners, LLC | 34,022 | $6.04M | 2.80% | −131−0.4% | Reduced |
| Summit Financial Group Inc | 34,000 | $6.04M | 1.97% | +5,574+19.6% | Added |
| Elm Advisors, LLC | 33,941 | $6.03M | 3.35% | −340−1.0% | Reduced |
| LGT Fund Management Co Ltd. | 33,900 | $6.02M | 1.74% | +33,900 | New |
| Ninety One SA (PTY) Ltd | 33,831 | $6.02M | 1.76% | +7,537+28.7% | Added |
| Key Client Fiduciary Advisors, LLC | 33,774 | $6.00M | 5.01% | +33,774 | New |
| First Washington CORP | 33,761 | $6.00M | 2.32% | −191−0.6% | Reduced |
| Blue Square Asset Management, LLC | 33,736 | $5.99M | 3.72% | −1,042−3.0% | Reduced |
| McAlister, Sweet & Associates, Inc. | 33,669 | $5.98M | 5.22% | +33,669 | New |
| First Financial Corp | 33,579 | $5.96M | 3.64% | −711−2.1% | Reduced |
| PBMares Wealth Management LLC | 33,576 | $5.96M | 2.53% | +217+0.7% | Added |
| Cortland Associates Inc | 33,550 | $5.96M | 0.62% | +63+0.2% | Added |
| Evernest Financial Advisors, LLC | 31,497 | $5.95M | 3.08% | +31,497 | New |
| Summit Place Financial Advisors, LLC | 33,489 | $5.95M | 4.11% | −207−0.6% | Reduced |
| Matisse Capital | 33,446 | $5.94M | 4.10% | −820−2.4% | Reduced |
| Ambassador Advisors, LLC | 33,441 | $5.94M | 1.13% | −30.0% | Reduced |
| Widmann Financial Services, Inc. | 33,418 | $5.93M | 4.89% | +33,418 | New |
| Mascoma Wealth Management LLC | 33,355 | $5.92M | 2.05% | −2,354−6.6% | Reduced |
| Cadent Capital Advisors, LLC | 33,349 | $5.92M | 2.62% | −817−2.4% | Reduced |
| Weaver Consulting Group | 33,322 | $5.92M | 2.85% | +3,990+13.6% | Added |
| Hudock, Inc. | 33,285 | $5.91M | 1.66% | +57+0.2% | Added |
| Kozak & Associates, Inc. | 37,255 | $5.91M | 3.78% | +1,420+4.0% | Added |
| Dash Acquisitions Inc. | 33,256 | $5.91M | 2.56% | +679+2.1% | Added |
| Aua Capital Management, LLC | 33,244 | $5.90M | 3.46% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 33,215 | $5.90M | 0.27% | −168−0.5% | Reduced |
| Consolidated Planning Corp | 33,183 | $5.89M | 3.80% | +370+1.1% | Added |
| Sara-Bay Financial | 33,115 | $5.88M | 1.77% | +1,473+4.7% | Added |
| New Millennium Group LLC | 33,036 | $5.87M | 4.46% | +33,036 | New |
| Handelsinvest Investeringsforvaltning | 33,031 | $5.87M | 0.60% | −5,000−13.1% | Reduced |
| Palisades Hudson Asset Management, L.P. | 33,020 | $5.86M | 2.50% | −1,477−4.3% | Reduced |
| Corrigan Financial, Inc. | 33,015 | $5.86M | 1.69% | +60.0% | Added |
| Boston Partners | 33,018 | $5.86M | 0.01% | +200+0.6% | Added |
| First National Bank of Hutchinson | 33,016 | $5.86M | 3.34% | +1,430+4.5% | Added |
| Paragon Private Wealth Management, LLC | 32,929 | $5.85M | 5.19% | +32,929 | New |
| Mayfair Advisory Group, LLC | 33,407 | $5.84M | 7.75% | +507+1.5% | Added |
| Parkside Advisors LLC | 32,901 | $5.84M | 1.77% | +109+0.3% | Added |
| Ssi Investment Management LLC | 32,885 | $5.84M | 0.34% | −112−0.3% | Reduced |
| White Lighthouse Investment Management Inc. | 32,832 | $5.83M | 1.45% | −585−1.8% | Reduced |
| West Oak Capital, LLC | 32,816 | $5.83M | 2.14% | −1,165−3.4% | Reduced |
| Washburn Capital Management, Inc. | 32,809 | $5.83M | 3.46% | −230−0.7% | Reduced |
| Pacific Center for Financial Services | 32,790 | $5.82M | 2.35% | −147−0.4% | Reduced |
| D'Orazio & Associates, Inc. | 32,727 | $5.81M | 1.34% | +1,295+4.1% | Added |
| Doman Group, LLC | 32,689 | $5.80M | 5.10% | +32,689 | New |
| Insight Inv LLC | 32,686 | $5.80M | 5.33% | +32,686 | New |
| Cherrydale Wealth Management, LLC | 32,665 | $5.80M | 4.35% | +32,665 | New |
| Everhart Financial Group, Inc. | 32,607 | $5.79M | 3.50% | +4,063+14.2% | Added |
| Barton Investment Management | 32,585 | $5.79M | 0.50% | +5,245+19.2% | Added |
| KLK Capital Management LLC | 32,511 | $5.77M | 5.50% | −1,072−3.2% | Reduced |
| Veracity Capital LLC | 32,509 | $5.77M | 2.32% | +455+1.4% | Added |
| Kohmann Bosshard Financial Services, LLC | 32,502 | $5.77M | 1.16% | +7,377+29.4% | Added |
| Fermata Advisors, LLC | 32,482 | $5.77M | 2.11% | +511+1.6% | Added |
| Strategy Asset Managers LLC | 32,454 | $5.76M | 1.50% | −28,299−46.6% | Reduced |
| American Institute for Advanced Investment Management, LLP | 32,435 | $5.76M | 3.88% | −570−1.7% | Reduced |
| Pineno Levin & Ford Asset Management, Inc. | 32,407 | $5.75M | 1.69% | +2,511+8.4% | Added |
| Sunflower Bank, N.A. | 32,368 | $5.75M | 0.78% | +2,259+7.5% | Added |
| Glynn Capital Management LLC | 32,320 | $5.74M | 0.61% | 00.0% | Unchanged |
| First Command Bank | 40,473 | $5.73M | 0.98% | 00.0% | Unchanged |
| First Farmers & Merchants Bank / Trust | 32,249 | $5.73M | 5.69% | +32,249 | New |
| Gould Capital, LLC | 32,177 | $5.71M | 4.00% | +32,177 | New |
| Vivid Financial Management, Inc. | 32,093 | $5.70M | 2.13% | +585+1.9% | Added |