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; 6,150 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
- 4,403
- +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
- 1,959 more reduced
69 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 | 6,150 | $2.80T |
| Q1 2026 | 6,134 | $2.40T |
| Q4 2025 | 6,130 | $2.61T |
| Q3 2025 | 5,616 | $2.35T |
| Q2 2025 | 5,599 | $1.93T |
| Q1 2025 | 5,607 | $2.08T |
| Q4 2024 | 5,671 | $2.36T |
| Q3 2024 | 5,105 | $2.17T |
| Q2 2024 | 5,132 | $1.98T |
| Q1 2024 | 5,023 | $1.61T |
| Q4 2023 | 4,976 | $1.81T |
| Q3 2023 | 4,618 | $1.60T |
| Q2 2023 | 4,594 | $1.82T |
| Q1 2023 | 4,524 | $1.55T |
| Q4 2022 | 4,555 | $1.21T |
| Q3 2022 | 4,346 | $1.29T |
| Q2 2022 | 4,339 | $1.28T |
| Q1 2022 | 4,390 | $1.66T |
| Q4 2021 | 4,402 | $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 |
|---|---|---|---|---|---|
| North Star Asset Management Inc | 379,749 | $67.4M | 3.39% | −9,771−2.5% | Reduced |
| Venture Visionary Partners LLC | 379,683 | $67.4M | 4.38% | +3,651+1.0% | Added |
| Bender Robert & Associates | 475,890 | $67.3M | 19.43% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 378,624 | $67.2M | 1.94% | +3,917+1.0% | Added |
| Eagle Asset Management Inc | 377,253 | $67.2M | 0.29% | −12,369−3.2% | Reduced |
| Ledyard National Bank | 378,232 | $67.2M | 6.43% | −6,471−1.7% | Reduced |
| Cobblestone Capital Advisors LLC | 377,882 | $67.1M | 4.31% | −39,400−9.4% | Reduced |
| AMG National Trust Bank | 377,868 | $67.1M | 2.02% | −33,002−8.0% | Reduced |
| Shikiar Asset Management Inc | 376,856 | $66.9M | 17.04% | −5,105−1.3% | Reduced |
| Burns J W & Co Inc | 376,256 | $66.8M | 9.67% | −9,817−2.5% | Reduced |
| Moneta Group Investment Advisors LLC | 375,919 | $66.8M | 2.71% | +10,124+2.8% | Added |
| Penserra Capital Management LLC | 375,564 | $66.7M | 1.43% | +13,485+3.7% | Added |
| Middleton & Co Inc | 373,533 | $66.3M | 6.46% | −2,672−0.7% | Reduced |
| Baker Avenue Asset Management, LP | 373,453 | $66.3M | 3.40% | +28,901+8.4% | Added |
| Am Investment Strategies LLC | 373,064 | $66.2M | 15.88% | +7,801+2.1% | Added |
| Thompson Siegel & Walmsley LLC | 372,252 | $66.1M | 0.91% | +29,263+8.5% | Added |
| Dillon & Associates Inc | 370,843 | $66.0M | 11.50% | −12,945−3.4% | Reduced |
| Robertson Stephens Wealth Management, LLC | 369,942 | $65.7M | 5.60% | +105,687+40.0% | Added |
| Kinneret Advisory, LLC | 368,852 | $65.5M | 6.79% | 00.0% | Unchanged |
| Wedgewood Partners Inc | 367,266 | $65.2M | 8.66% | −8,101−2.2% | Reduced |
| SCS Capital Management LLC | 367,232 | $65.2M | 1.43% | +65,972+21.9% | Added |
| Vancity Investment Management Ltd | 366,961 | $65.2M | 7.48% | +4,238+1.2% | Added |
| Carroll Financial Associates, Inc. | 361,058 | $65.1M | 3.47% | +19,283+5.6% | Added |
| Pendal Group Limited | 366,297 | $65.0M | 0.52% | +130,052+55.0% | Added |
| IFP Advisors, Inc | 365,501 | $64.9M | 1.27% | −23,699−6.1% | Reduced |
| Sarasin & Partners LLP | 364,784 | $64.8M | 0.59% | −154,995−29.8% | Reduced |
| IHT Wealth Management, LLC | 364,012 | $64.6M | 4.77% | +2,558+0.7% | Added |
| Welch Group, LLC | 363,780 | $64.6M | 3.78% | +3,143+0.9% | Added |
| U.S. Capital Wealth Advisors, LLC | 363,209 | $64.5M | 2.56% | −17,801−4.7% | Reduced |
| McDaniel Terry & Co | 362,898 | $64.4M | 6.45% | +6,457+1.8% | Added |
| Evergreen Capital Management LLC | 362,705 | $64.4M | 2.58% | +12,131+3.5% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 361,725 | $64.2M | 2.24% | −1,887−0.5% | Reduced |
| ZWJ Investment Counsel Inc | 361,301 | $64.2M | 3.28% | −7,187−2.0% | Reduced |
| Beaumont Financial Partners, LLC | 360,800 | $64.1M | 4.65% | −4,398−1.2% | Reduced |
| Private Capital Advisors, Inc. | 360,588 | $64.0M | 10.21% | −3,153−0.9% | Reduced |
| Dixon Mitchell Investment Counsel Inc. | 360,528 | $64.0M | 3.98% | +7,901+2.2% | Added |
| HBK Sorce Advisory LLC | 359,536 | $63.8M | 3.23% | +16,772+4.9% | Added |
| Academy Capital Management Inc | 359,248 | $63.8M | 9.92% | −2,962−0.8% | Reduced |
| Kanawha Capital Management LLC | 357,949 | $63.6M | 5.37% | −6,967−1.9% | Reduced |
| B. Riley Wealth Management, Inc. | 366,388 | $63.5M | 4.40% | +8,166+2.3% | Added |
| Grassi Investment Management | 356,932 | $63.4M | 6.39% | +477+0.1% | Added |
| Montag A & Associates Inc | 356,325 | $63.3M | 3.12% | −3,142−0.9% | Reduced |
| Skylands Capital, LLC | 355,900 | $63.2M | 7.30% | −47,850−11.9% | Reduced |
| GW Henssler & Associates Ltd | 355,548 | $63.1M | 4.03% | +4,511+1.3% | Added |
| Beese Fulmer Investment Management, Inc. | 355,535 | $63.1M | 6.57% | −4,636−1.3% | Reduced |
| Cigna Investments Inc | 355,074 | $63.1M | 4.95% | −129,037−26.7% | Reduced |
| Oak Associates, Ltd | 354,802 | $63.0M | 3.36% | −2,000−0.6% | Reduced |
| Rothschild Investment Corp | 354,107 | $62.9M | 4.88% | +495+0.1% | Added |
| National Mutual Insurance Federation of Agricultural Cooperatives | 353,400 | $62.8M | 0.50% | +150,000+73.7% | Added |
| Cito Capital Group, LLC | 353,066 | $62.7M | 26.18% | −1000.0% | Reduced |
| Lee Danner & Bass Inc | 352,870 | $62.7M | 5.36% | −12,542−3.4% | Reduced |
| Greenwich Wealth Management LLC | 351,973 | $62.5M | 5.11% | +215+0.1% | Added |
| Aptus Capital Advisors, LLC | 351,935 | $62.5M | 2.12% | +40,329+12.9% | Added |
| Everence Capital Management Inc | 351,448 | $62.4M | 4.64% | 00.0% | Unchanged |
| CSM Advisors, LLC | 350,822 | $62.3M | 4.17% | −5,410−1.5% | Reduced |
| Loomis Sayles & Co L P | 350,760 | $62.3M | 0.08% | −17,984−4.9% | Reduced |
| TRB Advisors LP | 350,000 | $62.1M | 19.99% | 00.0% | Unchanged |
| Davidson Investment Advisors | 349,964 | $62.1M | 4.44% | −2,278−0.6% | Reduced |
| RMB Capital Management, LLC | 349,464 | $62.1M | 1.87% | −706−0.2% | Reduced |
| Cornerstone Wealth Management, LLC | 349,017 | $62.0M | 5.91% | +3,540+1.0% | Added |
| Northeast Financial Consultants Inc | 348,843 | $61.9M | 3.75% | +1,598+0.5% | Added |
| LaFleur & Godfrey LLC | 348,623 | $61.9M | 7.94% | −8,002−2.2% | Reduced |
| General American Investors Co Inc | 348,000 | $61.8M | 4.84% | 00.0% | Unchanged |
| Compton Capital Management Inc | 347,578 | $61.7M | 16.05% | −8,318−2.3% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 345,972 | $61.4M | 4.89% | +17,820+5.4% | Added |
| Courier Capital LLC | 345,466 | $61.3M | 5.70% | −10,267−2.9% | Reduced |
| Fulton Breakefield Broenniman LLC | 345,311 | $61.3M | 4.54% | +15,800+4.8% | Added |
| Sowell Financial Services LLC | 344,914 | $61.2M | 3.51% | +4,154+1.2% | Added |
| Violich Capital Management, Inc. | 344,762 | $61.2M | 8.79% | −2,697−0.8% | Reduced |
| Guardian Capital LP | 344,226 | $61.1M | 1.18% | −6,071−1.7% | Reduced |
| TCTC Holdings, LLC | 342,434 | $60.8M | 2.60% | −3,978−1.1% | Reduced |
| Sloy Dahl & Holst, LLC | 426,368 | $60.3M | 12.83% | 00.0% | Unchanged |
| Opes Wealth Management LLC | 338,896 | $60.2M | 18.70% | −3,920−1.1% | Reduced |
| Clearstead Advisors, LLC | 338,086 | $60.0M | 4.10% | −18,648−5.2% | Reduced |
| Wendell David Associates Inc | 338,066 | $60.0M | 6.07% | −20,147−5.6% | Reduced |
| NewEdge Wealth, LLC | 336,388 | $59.7M | 2.50% | +70,956+26.7% | Added |
| Allen Investment Management LLC | 336,251 | $59.7M | 0.75% | +160,748+91.6% | Added |
| MainStreet Investment Advisors LLC | 335,988 | $59.7M | 5.20% | −13,682−3.9% | Reduced |
| Alleghany Corp | 333,856 | $59.3M | 1.72% | 00.0% | Unchanged |
| Hartline Investment Corp | 332,987 | $59.1M | 8.11% | +2,363+0.7% | Added |
| Pennsylvania Capital Management Inc | 332,109 | $59.0M | 20.18% | +106,971+47.5% | Added |
| Oakworth Capital, Inc. | 331,357 | $58.8M | 5.00% | +4,201+1.3% | Added |
| Fulton Bank, N.A. | 331,086 | $58.8M | 2.58% | −3,274−1.0% | Reduced |
| Bath Savings Trust Co | 331,043 | $58.8M | 6.11% | −10,711−3.1% | Reduced |
| Edmond de Rothschild Holding S.A. | 330,726 | $58.7M | 1.27% | −176−0.1% | Reduced |
| Independent Financial Group, LLC | 330,313 | $58.7M | 4.85% | +13,432+4.2% | Added |
| Level Four Advisory Services, LLC | 330,100 | $58.6M | 4.47% | +65,877+24.9% | Added |
| CFM Wealth Partners LLC | 320,674 | $58.4M | 13.03% | −2,287−0.7% | Reduced |
| Amica Mutual Insurance Co | 328,624 | $58.4M | 4.93% | 00.0% | Unchanged |
| Avenir Corp | 328,350 | $58.3M | 4.49% | +3,746+1.2% | Added |
| Moody Lynn & Lieberson, LLC | 328,333 | $58.3M | 3.91% | +28,983+9.7% | Added |
| Choate Investment Advisors | 328,069 | $58.3M | 3.40% | +5,018+1.6% | Added |
| Jones Financial Companies LLLP | 327,572 | $58.2M | 0.08% | −346−0.1% | Reduced |
| Northwest & Ethical Investments L.P. | 327,257 | $58.1M | 1.72% | −17,900−5.2% | Reduced |
| Aspiriant, LLC | 326,829 | $58.0M | 3.10% | +11,378+3.6% | Added |
| Clare Market Investments LLC | 326,284 | $57.9M | 16.23% | +2,222+0.7% | Added |
| Ritholtz Wealth Management | 324,817 | $57.7M | 3.59% | +56,239+20.9% | Added |
| Reilly Financial Advisors, LLC | 324,710 | $57.7M | 4.28% | −9,995−3.0% | Reduced |
| International Assets Investment Management, LLC | 380,564 | $57.3M | 10.01% | +10,744+2.9% | Added |
| South State Corp. | 322,603 | $57.3M | 4.46% | −2,870−0.9% | Reduced |