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 |
|---|---|---|---|---|---|
| Phocas Financial Corp. | 32,056 | $5.69M | 0.72% | −474−1.5% | Reduced |
| MBA Advisors LLC | 32,055 | $5.69M | 3.53% | +5,253+19.6% | Added |
| Cary Street Partners Asset Management LLC | 32,011 | $5.68M | 1.22% | −2,524−7.3% | Reduced |
| RE Dickinson Investment Advisors, LLC | 31,993 | $5.68M | 4.31% | +31,993 | New |
| Lattice Capital Management, LLC | 31,900 | $5.66M | 5.85% | +31,900 | New |
| Trustco Bank Corp N Y | 31,876 | $5.66M | 4.95% | −585−1.8% | Reduced |
| Capasso Planning Partners LLC | 31,873 | $5.66M | 4.13% | +31,873 | New |
| Choice Wealth Advisors, LLC | 31,845 | $5.66M | 4.16% | −11,470−26.5% | Reduced |
| Evolution Wealth Advisors, LLC | 31,845 | $5.66M | 1.00% | +1,138+3.7% | Added |
| Dixon Hughes Goodman Wealth Advisors LLC | 31,844 | $5.66M | 1.84% | +31,844 | New |
| Vista Wealth Management Group, LLC | 31,788 | $5.64M | 0.93% | −1,019−3.1% | Reduced |
| Difesa Capital Management, LP | 31,778 | $5.64M | 4.08% | +31,778 | New |
| ETF Managers Group, LLC | 31,659 | $5.64M | 0.11% | −68,295−68.3% | Reduced |
| Alterna Wealth Management, Inc | 31,710 | $5.63M | 4.68% | +31,710 | New |
| Capital Management Associates | 31,683 | $5.63M | 5.50% | −4,607−12.7% | Reduced |
| David J Yvars Group | 31,677 | $5.63M | 3.47% | −3,009−8.7% | Reduced |
| Sabal Trust CO | 31,643 | $5.62M | 0.36% | −2,758−8.0% | Reduced |
| Westshore Wealth, LLC | 31,630 | $5.62M | 3.85% | 00.0% | Unchanged |
| 44 Wealth Management LLC | 31,524 | $5.60M | 1.94% | +232+0.7% | Added |
| Long Run Wealth Advisors, LLC | 31,552 | $5.60M | 1.95% | +31,552 | New |
| McRae Capital Management Inc | 31,485 | $5.59M | 1.17% | +1,950+6.6% | Added |
| High Pines Wealth Management, LLC | 31,463 | $5.59M | 3.89% | +751+2.4% | Added |
| Montz Harcus Wealth Management LLC | 31,441 | $5.58M | 4.89% | +31,441 | New |
| Summit Wealth Group, LLC | 31,433 | $5.58M | 6.36% | +31,433 | New |
| Successful Portfolios LLC | 31,423 | $5.58M | 3.03% | −120.0% | Reduced |
| Landmark Financial Advisors, LLC | 31,389 | $5.57M | 2.48% | +781+2.6% | Added |
| Meridian Financial Partners LLC | 33,451 | $5.56M | 3.76% | −160−0.5% | Reduced |
| Eudaimonia Advisors LLC | 31,308 | $5.56M | 3.27% | +31,308 | New |
| Accretive Wealth Partners, LLC | 31,276 | $5.55M | 3.54% | +10,824+52.9% | Added |
| Sandhill Capital Partners LLC | 31,273 | $5.55M | 0.43% | −1,020−3.2% | Reduced |
| Outfitter Financial LLC | 31,215 | $5.54M | 4.07% | −427−1.3% | Reduced |
| Financial Advisory Partners, LLC | 31,050 | $5.51M | 2.01% | +31,050 | New |
| Accurate Wealth Management, LLC | 30,203 | $5.51M | 4.54% | +734+2.5% | Added |
| Vance Wealth, Inc. | 30,993 | $5.50M | 5.40% | +30,993 | New |
| One Charles Private Wealth Services, LLC | 30,969 | $5.50M | 3.18% | +24+0.1% | Added |
| Plotkin Financial Advisors, LLC | 30,939 | $5.49M | 3.47% | −1,694−5.2% | Reduced |
| Finivi Inc. | 30,926 | $5.49M | 5.80% | +30,926 | New |
| Cascade Investment Advisors, Inc. | 30,893 | $5.49M | 3.21% | −415−1.3% | Reduced |
| Monticello Wealth Management, LLC | 30,846 | $5.48M | 0.50% | +6,989+29.3% | Added |
| Trinity Financial Advisors LLC | 30,751 | $5.46M | 3.23% | −39−0.1% | Reduced |
| Chemistry Wealth Management LLC | 30,599 | $5.43M | 4.56% | +30,599 | New |
| Next Level Private LLC | 30,599 | $5.43M | 4.56% | +30,599 | New |
| CMC Financial Group | 30,531 | $5.42M | 2.92% | −34−0.1% | Reduced |
| Pin Oak Investment Advisors Inc | 30,488 | $5.41M | 5.48% | +341+1.1% | Added |
| Woodley Farra Manion Portfolio Management Inc | 30,451 | $5.41M | 0.38% | +1,822+6.4% | Added |
| Pacific Capital Wealth Advisors, Inc | 30,425 | $5.40M | 1.56% | −931−3.0% | Reduced |
| Joseph P. Lucia & Associates, LLC | 30,425 | $5.40M | 3.43% | +1,464+5.1% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 30,408 | $5.40M | 2.88% | +78+0.3% | Added |
| Strategic Family Wealth Counselors, L.L.C. | 30,305 | $5.38M | 1.73% | +120.0% | Added |
| Winton Group Ltd | 30,299 | $5.38M | 0.33% | +30,299 | New |
| tru Independence LLC | 30,272 | $5.38M | 1.47% | −1,910−5.9% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 30,058 | $5.34M | 2.72% | −127−0.4% | Reduced |
| Spectrum Wealth Advisory Group, LLC | 30,050 | $5.34M | 4.75% | −22−0.1% | Reduced |
| Safeguard Investment Advisory Group, LLC | 30,039 | $5.33M | 3.11% | −1,014−3.3% | Reduced |
| Taylor & Morgan Wealth Management, LLC | 30,039 | $5.33M | 4.32% | +30,039 | New |
| Sandy Cove Advisors, LLC | 30,032 | $5.33M | 4.49% | +30,032 | New |
| Cooper/Haims Advisors, LLC | 29,994 | $5.33M | 3.28% | −171−0.6% | Reduced |
| Mason & Associates Inc | 29,944 | $5.32M | 1.61% | +29,944 | New |
| Bickling Financial Services, Inc. | 29,788 | $5.29M | 2.57% | +151+0.5% | Added |
| Summitry LLC | 29,748 | $5.28M | 0.31% | +619+2.1% | Added |
| Robeco Schweiz AG | 29,735 | $5.28M | 0.07% | −2,265−7.1% | Reduced |
| Alliance Wealth Management Group | 29,736 | $5.28M | 1.64% | −489−1.6% | Reduced |
| Burton Enright Welch | 29,731 | $5.28M | 3.53% | +29,731 | New |
| Viridian Ria, LLC | 29,663 | $5.27M | 1.11% | −501−1.7% | Reduced |
| Madison Wealth Partners, Inc | 29,550 | $5.25M | 2.64% | +1,065+3.7% | Added |
| Crewe Advisors LLC | 29,535 | $5.24M | 1.07% | −1,591−5.1% | Reduced |
| Rosenbaum Jay D. | 29,489 | $5.24M | 7.70% | −70.0% | Reduced |
| Five Oceans Advisors | 29,479 | $5.24M | 4.62% | +2,421+8.9% | Added |
| Garrett Wealth Advisory Group, LLC | 29,477 | $5.23M | 2.54% | −55−0.2% | Reduced |
| Column Capital Advisors, LLC | 29,454 | $5.23M | 1.01% | −1,369−4.4% | Reduced |
| Mosaic Advisors LLC | 29,428 | $5.23M | 3.83% | +6,910+30.7% | Added |
| Financial Advisors Network, Inc. | 29,425 | $5.22M | 1.18% | −98−0.3% | Reduced |
| Argent Advisors, Inc. | 29,372 | $5.22M | 2.81% | −1,829−5.9% | Reduced |
| Meridian Wealth Partners, LLC | 29,333 | $5.21M | 1.04% | +3,025+11.5% | Added |
| Gilman Hill Asset Management, LLC | 29,300 | $5.20M | 1.16% | −413−1.4% | Reduced |
| Pensionmark Financial Group, LLC | 30,231 | $5.20M | 1.09% | +941+3.2% | Added |
| Brooks, Moore & Associates, Inc. | 29,225 | $5.19M | 3.04% | −150−0.5% | Reduced |
| Collaborative Wealth Managment Inc. | 29,224 | $5.19M | 2.84% | +29,224 | New |
| St. Clair Advisors, LLC | 29,206 | $5.19M | 2.98% | −802−2.7% | Reduced |
| Vericrest Private Wealth | 29,170 | $5.18M | 4.80% | +29,170 | New |
| Sterling Investment Management, Inc. | 29,161 | $5.18M | 3.22% | +4,710+19.3% | Added |
| Legacy Wealth Planning, LLC | 29,084 | $5.16M | 5.89% | −4,575−13.6% | Reduced |
| Herbst Group, LLC | 29,071 | $5.16M | 3.18% | +29,071 | New |
| Sentinel Trust Co Lba | 28,865 | $5.13M | 0.63% | +8,932+44.8% | Added |
| IAM Advisory, LLC | 29,766 | $5.13M | 2.03% | −320−1.1% | Reduced |
| Schrum Private Wealth Management LLC | 28,843 | $5.12M | 4.67% | +28,843 | New |
| Silicon Hills Wealth Management, LLC | 28,845 | $5.12M | 3.17% | −540−1.8% | Reduced |
| Rockbridge Investment Management, LCC | 28,827 | $5.12M | 0.76% | −23−0.1% | Reduced |
| Valueworks LLC | 28,817 | $5.12M | 2.03% | +120+0.4% | Added |
| Home Federal Bank of Tennessee | 28,746 | $5.10M | 1.69% | −25−0.1% | Reduced |
| Facet Wealth, Inc. | 28,641 | $5.09M | 0.47% | −3,636−11.3% | Reduced |
| Investment Advisory Group, LLC | 29,550 | $5.09M | 3.25% | +29,550 | New |
| Hamilton Capital, LLC | 28,610 | $5.08M | 0.40% | +7,299+34.2% | Added |
| Front Street Capital Management, Inc. | 33,997 | $5.08M | 0.94% | −1,874−5.2% | Reduced |
| Thornburg Investment Management Inc | 28,573 | $5.07M | 0.06% | +8,174+40.1% | Added |
| Murphy Pohlad Asset Management LLC | 28,552 | $5.07M | 1.99% | −35,054−55.1% | Reduced |
| BT Wealth Management LLC | 28,534 | $5.07M | 1.37% | +1,145+4.2% | Added |
| Guerra Pan Advisors, LLC | 28,496 | $5.06M | 5.01% | +28,496 | New |
| SFI Advisors, LLC | 27,850 | $5.06M | 4.48% | +27,850 | New |
| Financial Management Professionals, Inc. | 28,422 | $5.05M | 1.07% | −2,860−9.1% | Reduced |