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 |
|---|---|---|---|---|---|
| Saxon Interests, Inc. | 25,683 | $4.50M | 2.55% | +25,683 | New |
| Spouting Rock Asset Management, LLC | 25,300 | $4.49M | 3.52% | −13,723−35.2% | Reduced |
| Leverage Partners Absolute Return Fund SPC | 25,281 | $4.49M | 2.58% | +17,471+223.7% | Added |
| Roanoke Asset Management Corp | 25,258 | $4.49M | 1.49% | −460−1.8% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 25,250 | $4.48M | 1.68% | +568+2.3% | Added |
| ERn Financial, LLC | 25,246 | $4.48M | 1.00% | +319+1.3% | Added |
| Weik Capital Management | 25,168 | $4.47M | 1.69% | −87−0.3% | Reduced |
| Private Harbour Investment Management & Counsel, LLC | 25,153 | $4.47M | 3.57% | −851−3.3% | Reduced |
| Lewis Capital Management, LLC | 25,075 | $4.45M | 4.67% | +25,075 | New |
| AlphaCore Capital LLC | 25,064 | $4.45M | 1.94% | −709−2.8% | Reduced |
| Cassady Schiller Wealth Management, LLC | 25,026 | $4.44M | 2.67% | +25,026 | New |
| Tributary Capital Management, LLC | 24,997 | $4.44M | 0.34% | −835−3.2% | Reduced |
| Archvest Wealth Advisors, Inc. | 24,949 | $4.43M | 3.84% | +24,949 | New |
| Paragon Capital Management Ltd | 24,935 | $4.43M | 0.71% | +570+2.3% | Added |
| Aspen Investment Management Inc | 24,899 | $4.42M | 2.18% | −16−0.1% | Reduced |
| GeoWealth Management, LLC | 24,893 | $4.42M | 0.36% | −1,261−4.8% | Reduced |
| American Investment Services, Inc. | 24,870 | $4.42M | 0.97% | −48,652−66.2% | Reduced |
| Hudson Capital Management LLC | 24,863 | $4.42M | 1.60% | −2,613−9.5% | Reduced |
| Cardinal Strategic Wealth Guidance | 24,812 | $4.41M | 2.05% | −626−2.5% | Reduced |
| Meadow Creek Wealth Advisors LLC | 24,823 | $4.41M | 4.16% | +24,823 | New |
| Capital Wealth Alliance, LLC | 24,756 | $4.39M | 2.56% | −809−3.2% | Reduced |
| Provence Wealth Management Group | 24,748 | $4.39M | 4.97% | +24,748 | New |
| Stewart Asset Management, LLC | 24,678 | $4.38M | 2.34% | −50−0.2% | Reduced |
| My Personal CFO, LLC | 24,668 | $4.38M | 3.82% | +24,668 | New |
| Palumbo Wealth Management LLC | 24,632 | $4.37M | 2.74% | +148+0.6% | Added |
| Quantbot Technologies LP | 24,631 | $4.37M | 0.35% | +24,631 | New |
| Heritage Financial Services, LLC | 24,596 | $4.37M | 3.42% | +24,596 | New |
| Human Investing LLC | 24,527 | $4.36M | 1.04% | +1,196+5.1% | Added |
| S.A. Mason LLC | 24,477 | $4.35M | 2.62% | +857+3.6% | Added |
| Summit Wealth & Retirement Planning, Inc. | 24,468 | $4.34M | 1.49% | −1,569−6.0% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 24,408 | $4.33M | 0.54% | +24,408 | New |
| Trust Co of Kansas | 24,404 | $4.33M | 2.30% | −1,345−5.2% | Reduced |
| Peavine Capital, LLC | 24,360 | $4.33M | 0.83% | 00.0% | Unchanged |
| Ativo Capital Management LLC | 24,329 | $4.32M | 1.91% | −189−0.8% | Reduced |
| Trellis Advisors, LLC | 24,240 | $4.30M | 2.04% | −879−3.5% | Reduced |
| Red Cedar Investment Management, LLC | 24,228 | $4.30M | 0.51% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 24,181 | $4.29M | 2.48% | +24,181 | New |
| Synergy Financial Group, LTD | 24,157 | $4.29M | 3.85% | +24,157 | New |
| Lantz Financial LLC | 24,156 | $4.29M | 1.98% | −742−3.0% | Reduced |
| Eagle Strategies LLC | 24,135 | $4.29M | 1.67% | +24,135 | New |
| Boit C F David | 24,130 | $4.29M | 2.72% | 00.0% | Unchanged |
| Southern Capital Advisors, LLC | 24,113 | $4.28M | 2.65% | +24,113 | New |
| Primoris Wealth Advisors, LLC | 24,103 | $4.28M | 3.45% | +24,103 | New |
| OmniStar Financial Group, Inc. | 24,100 | $4.28M | 4.38% | +90.0% | Added |
| Mountain Capital Investment Advisors, Inc | 24,391 | $4.27M | 1.94% | −1,601−6.2% | Reduced |
| John W. Brooker & Co., CPAs | 23,990 | $4.26M | 2.19% | +956+4.2% | Added |
| F3Logic, LLC | 23,907 | $4.26M | 0.50% | +479+2.0% | Added |
| Andrew Hill Investment Advisors, Inc. | 23,929 | $4.25M | 3.97% | +23,929 | New |
| Israel Discount Bank of New York | 23,891 | $4.24M | 2.62% | +3,458+16.9% | Added |
| Eldridge Investment Advisors, Inc. | 23,879 | $4.24M | 1.40% | −90−0.4% | Reduced |
| BigSur Wealth Management LLC | 23,861 | $4.24M | 1.66% | 00.0% | Unchanged |
| Tennessee Valley Asset Management Partners | 23,860 | $4.24M | 1.42% | +249+1.1% | Added |
| Richard P Slaughter Associates Inc | 23,847 | $4.23M | 1.50% | −189−0.8% | Reduced |
| Dohj, LLC | 23,820 | $4.23M | 1.89% | −1,197−4.8% | Reduced |
| Pettinga Financial Advisors, LLC | 23,775 | $4.22M | 1.03% | −192−0.8% | Reduced |
| Bell Investment Advisors, Inc | 23,759 | $4.22M | 1.16% | +425+1.8% | Added |
| Financial Advisors, LLC | 23,741 | $4.22M | 1.28% | +201+0.9% | Added |
| Gyroscope Capital Management Group, LLC | 23,716 | $4.21M | 1.50% | −10,299−30.3% | Reduced |
| MU Investments Co., Ltd. | 23,450 | $4.21M | 4.24% | −4,020−14.6% | Reduced |
| Altman Advisors, Inc. | 25,900 | $4.21M | 2.57% | +3,326+14.7% | Added |
| Royal Harbor Partners, LLC | 23,681 | $4.21M | 2.67% | +11,646+96.8% | Added |
| VisionPoint Advisory Group, LLC | 24,352 | $4.20M | 1.84% | +216+0.9% | Added |
| ICW Investment Advisors LLC | 23,630 | $4.20M | 2.34% | −165−0.7% | Reduced |
| Cahaba Wealth Management, Inc. | 23,590 | $4.19M | 0.56% | +406+1.8% | Added |
| Leo H. Evart, Inc. | 23,474 | $4.17M | 4.06% | +23,474 | New |
| Foresight Capital Management Advisors, Inc. | 23,446 | $4.16M | 4.05% | +23,446 | New |
| Prudent Man Advisors, LLC | 23,429 | $4.16M | 1.58% | −1,266−5.1% | Reduced |
| Salomon & Ludwin, LLC | 23,428 | $4.16M | 0.59% | +2,012+9.4% | Added |
| Colton Groome Financial Advisors, LLC | 23,374 | $4.15M | 1.69% | −619−2.6% | Reduced |
| Cidel Asset Management Inc | 23,356 | $4.15M | 0.15% | −612−2.6% | Reduced |
| Intellectus Partners, LLC | 23,333 | $4.14M | 1.06% | −2,656−10.2% | Reduced |
| Seldon Capital LP | 23,268 | $4.13M | 2.66% | +23,268 | New |
| Wade Financial Advisory, Inc | 23,260 | $4.13M | 2.15% | −559−2.3% | Reduced |
| Longitude (Cayman) Ltd. | 23,200 | $4.12M | 3.36% | −1,800−7.2% | Reduced |
| Paradigm, Strategies in Wealth Management, LLC | 23,182 | $4.12M | 4.17% | −62−0.3% | Reduced |
| Eads & Heald Wealth Management | 23,150 | $4.11M | 1.79% | −986−4.1% | Reduced |
| Mendel Capital Management LLC | 23,154 | $4.11M | 3.77% | +23,154 | New |
| Liberty One Investment Management, LLC | 23,101 | $4.10M | 0.62% | +194+0.8% | Added |
| Camden National Bank | 23,085 | $4.10M | 0.72% | +503+2.2% | Added |
| Cookson Peirce & Co Inc | 23,025 | $4.09M | 0.23% | −566−2.4% | Reduced |
| Perpetual Investment Management Ltd | 23,013 | $4.09M | 0.47% | −3,679−13.8% | Reduced |
| Morningstar Investment Services LLC | 22,989 | $4.08M | 0.05% | +1,229+5.6% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 22,963 | $4.08M | 2.66% | −87−0.4% | Reduced |
| Reitz Capital Advisors LLC | 29,752 | $4.08M | 2.88% | +1,421+5.0% | Added |
| Shoker Investment Counsel, Inc. | 22,951 | $4.08M | 1.87% | +103+0.5% | Added |
| New Jersey Better Educational Savings Trust | 22,926 | $4.07M | 9.03% | −8,100−26.1% | Reduced |
| Del-Sette Capital Management, LLC | 22,854 | $4.06M | 3.90% | +22,854 | New |
| Alpha Family Trust | 22,850 | $4.06M | 1.33% | 00.0% | Unchanged |
| Oxinas Partners Wealth Management LLC | 22,808 | $4.05M | 2.31% | −816−3.5% | Reduced |
| Cox Capital Mgt LLC | 22,734 | $4.04M | 2.39% | +925+4.2% | Added |
| SAM Advisors, LLC | 23,652 | $4.03M | 1.84% | −1,049−4.2% | Reduced |
| Pinnacle Holdings, LLC | 22,672 | $4.03M | 1.69% | −46−0.2% | Reduced |
| Schulhoff & Co Inc | 22,657 | $4.02M | 1.66% | +175+0.8% | Added |
| Ford Financial Group, LLC | 22,645 | $4.02M | 1.39% | −243−1.1% | Reduced |
| Capital Planning LLC | 22,625 | $4.02M | 1.49% | +60.0% | Added |
| Intelligent Financial Strategies | 22,623 | $4.02M | 3.61% | +22,623 | New |
| Campbell Wealth Management | 22,617 | $4.02M | 0.46% | −1,116−4.7% | Reduced |
| Aspire Wealth Management Corp | 22,615 | $4.02M | 3.25% | +22,615 | New |
| Monument Capital Management | 22,608 | $4.01M | 1.25% | +184+0.8% | Added |
| Scharf Investments, LLC | 22,599 | $4.01M | 0.12% | −245−1.1% | Reduced |