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 |
|---|---|---|---|---|---|
| ShoreHaven Wealth Partners, LLC | 28,398 | $5.04M | 2.50% | −236−0.8% | Reduced |
| Dimension Capital Management LLC | 28,393 | $5.04M | 0.95% | +60+0.2% | Added |
| Factorial Partners, LLC | 28,360 | $5.04M | 3.33% | −1,200−4.1% | Reduced |
| Global Strategic Investment Solutions, LLC | 28,324 | $5.03M | 0.80% | +1,330+4.9% | Added |
| Addison Capital Co | 28,295 | $5.02M | 2.25% | −56−0.2% | Reduced |
| Center for Financial Planning, Inc. | 28,253 | $5.02M | 1.03% | +320+1.1% | Added |
| ERTS Wealth Advisors, LLC | 28,222 | $5.01M | 1.20% | −821−2.8% | Reduced |
| Thomas White International Ltd | 28,203 | $5.01M | 0.79% | 00.0% | Unchanged |
| Stamos Capital Partners, L.P. | 28,200 | $5.01M | 2.32% | −5,440−16.2% | Reduced |
| Total Clarity Wealth Management, Inc. | 28,171 | $5.00M | 2.27% | +1,597+6.0% | Added |
| Bassett Hargrove Investment Counsel, LLC | 28,153 | $5.00M | 7.20% | −180−0.6% | Reduced |
| DGS Capital Management, LLC | 28,122 | $4.99M | 3.11% | +28,122 | New |
| Bell Bank | 28,097 | $4.99M | 0.57% | −380−1.3% | Reduced |
| Grant Street Asset Management, Inc. | 28,073 | $4.99M | 2.64% | +619+2.3% | Added |
| Pinkerton Retirement Specialists, LLC | 28,057 | $4.98M | 0.87% | +15+0.1% | Added |
| Beaton Management Co. Inc. | 28,040 | $4.98M | 2.97% | +67+0.2% | Added |
| Edmonds Duncan Registered Investment Advisors, LLC | 29,916 | $4.97M | 1.47% | +175+0.6% | Added |
| MEMBERS Trust Co | 27,902 | $4.95M | 0.15% | +6,991+33.4% | Added |
| Paragon Financial Partners, Inc. | 27,856 | $4.95M | 4.06% | +27,856 | New |
| Paradigm Asset Management Co LLC | 27,846 | $4.94M | 1.24% | −1,254−4.3% | Reduced |
| Black Diamond Financial, LLC | 27,829 | $4.94M | 1.66% | +7,238+35.2% | Added |
| S. R. Schill & Associates | 27,827 | $4.94M | 1.97% | +469+1.7% | Added |
| Demars Financial Group, LLC | 27,813 | $4.94M | 2.61% | +388+1.4% | Added |
| Altus Wealth Group LLC | 27,802 | $4.94M | 4.07% | +187+0.7% | Added |
| Well Done, LLC | 29,555 | $4.93M | 1.00% | +672+2.3% | Added |
| Sather Financial Group Inc | 27,714 | $4.92M | 0.43% | +30.0% | Added |
| Tilia Fiduciary Partners, Inc. | 27,690 | $4.92M | 3.95% | +27,690 | New |
| Midwest Wealth Management Inc. | 27,614 | $4.90M | 3.07% | +928+3.5% | Added |
| Truvestments Capital LLC | 27,603 | $4.90M | 2.46% | +1,007+3.8% | Added |
| QP Wealth Management, LLC | 27,597 | $4.90M | 5.20% | −723−2.6% | Reduced |
| Evergreen Wealth Solutions, LLC | 27,592 | $4.90M | 4.44% | +27,592 | New |
| Tandem Capital Management Corp | 27,566 | $4.89M | 2.82% | −215−0.8% | Reduced |
| Magnolia Capital Management Ltd | 27,416 | $4.87M | 3.83% | −1,900−6.5% | Reduced |
| Axiom Investment Management LLC | 27,390 | $4.87M | 4.72% | −7,207−20.8% | Reduced |
| Addison Advisors LLC | 27,384 | $4.86M | 3.01% | +8,841+47.7% | Added |
| Planning Center, Inc. | 27,624 | $4.86M | 3.87% | +27,624 | New |
| Fairfield, Bush & Co. | 27,313 | $4.85M | 2.33% | −39,247−59.0% | Reduced |
| Menard Financial Group LLC | 27,236 | $4.84M | 3.96% | −266−1.0% | Reduced |
| BCS Wealth Management | 27,219 | $4.83M | 1.73% | +2,087+8.3% | Added |
| Engrave Wealth Partners LLC | 27,204 | $4.83M | 1.39% | −990−3.5% | Reduced |
| Butensky & Cohen Financial Security, Inc | 27,181 | $4.83M | 1.72% | −320−1.2% | Reduced |
| Kraematon Investment Advisors, Inc | 27,160 | $4.82M | 4.32% | +27,160 | New |
| Syntal Capital Partners, LLC | 27,141 | $4.82M | 2.07% | −119−0.4% | Reduced |
| Fortis Capital Management LLC | 27,099 | $4.81M | 2.52% | +2,685+11.0% | Added |
| Quaker Wealth Management, LLC | 27,061 | $4.80M | 2.04% | +27,061 | New |
| Loveless Wealth Management LLC | 27,042 | $4.80M | 2.64% | −327−1.2% | Reduced |
| KLCM Advisors, Inc. | 27,037 | $4.80M | 1.05% | +384+1.4% | Added |
| Reik & Co., LLC | 27,028 | $4.80M | 1.15% | 00.0% | Unchanged |
| Northeast Financial Group, Inc. | 27,019 | $4.80M | 2.81% | +23+0.1% | Added |
| Lake Hills Wealth Management, LLC | 26,999 | $4.79M | 3.39% | +26,999 | New |
| Dividend Assets Capital, LLC | 26,993 | $4.79M | 0.89% | 00.0% | Unchanged |
| KFA Private Wealth Group, LLC | 26,983 | $4.79M | 2.38% | −516−1.9% | Reduced |
| Jacobsen Capital Management | 26,970 | $4.79M | 2.27% | −215−0.8% | Reduced |
| White Knight Strategic Wealth Advisors, LLC | 26,930 | $4.78M | 5.00% | +26,930 | New |
| Strategic Capital Advisers, Inc. | 26,914 | $4.78M | 3.42% | +2,185+8.8% | Added |
| Fortem Financial Group, LLC | 26,872 | $4.77M | 2.18% | −681−2.5% | Reduced |
| Gateway Advisory, LLC | 26,808 | $4.76M | 1.01% | −1,422−5.0% | Reduced |
| Exane Derivatives | 26,710 | $4.74M | 1.15% | +1,027+4.0% | Added |
| Capstone Wealth Management Group, LLC | 26,650 | $4.73M | 3.85% | +26,650 | New |
| Argus Investors' Counsel, Inc. | 26,586 | $4.72M | 2.84% | −1,239−4.5% | Reduced |
| Blankinship & Foster, LLC | 26,576 | $4.72M | 1.79% | −61−0.2% | Reduced |
| Echo45 Advisors LLC | 26,559 | $4.72M | 3.78% | +26,559 | New |
| Gould Asset Management LLC | 26,504 | $4.71M | 1.32% | −427−1.6% | Reduced |
| Forbes Financial Planning, Inc. | 26,505 | $4.70M | 4.64% | +26,505 | New |
| Aveo Capital Partners, LLC | 26,470 | $4.70M | 0.85% | −5,362−16.8% | Reduced |
| Total Investment Management Inc | 26,464 | $4.70M | 0.78% | +157+0.6% | Added |
| Windsor Capital Management, LLC | 26,450 | $4.70M | 1.42% | +141+0.5% | Added |
| Wellspring Financial Advisors, LLC | 26,403 | $4.69M | 1.31% | +49+0.2% | Added |
| BW Gestao de Investimentos Ltda. | 26,389 | $4.69M | 1.39% | −19,190−42.1% | Reduced |
| Altshuler Shaham Ltd | 26,305 | $4.67M | 0.10% | −5,876,861−99.6% | Reduced |
| New World Advisors LLC | 26,221 | $4.66M | 2.14% | +2,701+11.5% | Added |
| Accel Wealth Management | 26,193 | $4.65M | 2.28% | +1,234+4.9% | Added |
| Royal Capital Wealth Management, LLC | 26,161 | $4.64M | 4.51% | +26,161 | New |
| Midwest Professional Planners, LTD. | 26,144 | $4.64M | 2.26% | +6,952+36.2% | Added |
| ODonnell Financial Services, LLC | 27,187 | $4.63M | 2.14% | −499−1.8% | Reduced |
| Vickerman Investment Advisors, Inc. | 26,025 | $4.62M | 1.86% | +2,352+9.9% | Added |
| Mountain Pacific Investment Advisers Inc | 26,011 | $4.62M | 0.27% | −696−2.6% | Reduced |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 26,000 | $4.62M | 1.97% | −12,000−31.6% | Reduced |
| Integrity Financial Corp | 26,001 | $4.62M | 3.43% | +26,001 | New |
| Financial Connections Group, Inc. | 25,997 | $4.62M | 4.54% | +25,997 | New |
| Legg Mason Asset Management (Japan) Co., Ltd. | 25,971 | $4.61M | 5.10% | −2,638−9.2% | Reduced |
| Bruderman Asset Management, LLC | 25,986 | $4.61M | 3.53% | −38,610−59.8% | Reduced |
| Coyle Financial Counsel LLC | 25,936 | $4.61M | 2.70% | +1,883+7.8% | Added |
| Kolinsky Wealth Management, LLC | 25,927 | $4.60M | 4.26% | +25,927 | New |
| Ategra Capital Management, LLC | 25,859 | $4.59M | 2.08% | −192−0.7% | Reduced |
| Tevis Investment Management | 25,799 | $4.59M | 4.00% | +25,799 | New |
| Mission Financial Group, LLC | 16,862 | $4.58M | 4.32% | +16,862 | New |
| WealthTrust Asset Management, LLC | 25,781 | $4.58M | 3.05% | −131−0.5% | Reduced |
| WESCAP Management Group, Inc. | 25,727 | $4.57M | 1.26% | −283−1.1% | Reduced |
| PRW Wealth Management LLC | 25,684 | $4.56M | 2.12% | −355−1.4% | Reduced |
| Prosperity Consulting Group, LLC | 25,920 | $4.56M | 3.42% | +25,920 | New |
| Verus Financial Partners, Inc. | 25,599 | $4.55M | 0.60% | +70.0% | Added |
| Affinity Wealth Management LLC | 26,972 | $4.54M | 0.94% | +1,111+4.3% | Added |
| Braun-Bostich & Associates Inc. | 26,972 | $4.54M | 1.08% | +21,628+404.7% | Added |
| Trust Co | 25,501 | $4.53M | 1.06% | −1,410−5.2% | Reduced |
| Redmond Asset Management, LLC | 25,487 | $4.53M | 1.26% | −3,159−11.0% | Reduced |
| Camelot Portfolios, LLC | 25,352 | $4.50M | 1.82% | +9,002+55.1% | Added |
| O'Brien Wealth Partners LLC | 25,742 | $4.50M | 1.56% | −683−2.6% | Reduced |
| Capitol Family Office, Inc. | 25,349 | $4.50M | 3.09% | +25,349 | New |
| Terra Nova Asset Management LLC | 25,343 | $4.50M | 3.37% | −2,559−9.2% | Reduced |