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 7 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
- 4,402
- +612 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
- 680
- 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 |
|---|---|---|---|---|---|
| WMS Partners, LLC | 322,288 | $57.2M | 12.29% | −13,129−3.9% | Reduced |
| Mastrapasqua Asset Management Inc | 321,573 | $57.1M | 5.60% | −1,222−0.4% | Reduced |
| Wintrust Investments LLC | 321,400 | $57.1M | 5.42% | −13,431−4.0% | Reduced |
| Stonebridge Capital Advisors LLC | 320,959 | $57.0M | 6.29% | +3,725+1.2% | Added |
| Jaffetilchin Investment Partners, LLC | 320,674 | $56.9M | 5.38% | +3,448+1.1% | Added |
| Suncoast Equity Management | 320,471 | $56.9M | 7.21% | +2,622+0.8% | Added |
| Quadrature Capital Ltd | 320,275 | $56.9M | 3.00% | +291,341+1,006.9% | Added |
| Shanda Asset Management Holdings Ltd | 320,000 | $56.8M | 8.89% | +236,600+283.7% | Added |
| Crestline Management, LP | 320,000 | $56.8M | 4.27% | +320,000 | New |
| Dynamic Advisor Solutions LLC | 319,915 | $56.8M | 4.06% | −17,321−5.1% | Reduced |
| Stillwater Capital Advisors, LLC | 318,774 | $56.6M | 8.62% | −11,616−3.5% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 317,712 | $56.4M | 1.07% | +250,617+373.5% | Added |
| BLB&B Advisors, LLC | 317,275 | $56.3M | 3.66% | −11,413−3.5% | Reduced |
| Charter Trust Co | 316,916 | $56.3M | 4.78% | −10,162−3.1% | Reduced |
| Locust Wood Capital Advisers, LLC | 316,255 | $56.2M | 3.16% | −68,795−17.9% | Reduced |
| Hoey Investments, Inc | 316,247 | $56.2M | 14.73% | +27,558+9.5% | Added |
| Lannebo Fonder AB | 315,000 | $55.9M | 6.72% | −60,000−16.0% | Reduced |
| Doyle Wealth Management | 314,823 | $55.9M | 4.01% | +590.0% | Added |
| Strategic Advisors LLC | 314,650 | $55.9M | 7.95% | +51,261+19.5% | Added |
| Vigilant Capital Management, LLC | 314,471 | $55.8M | 3.91% | +8,840+2.9% | Added |
| Narwhal Capital Management | 314,169 | $55.8M | 6.36% | −7,793−2.4% | Reduced |
| Hardman Johnston Global Advisors LLC | 312,797 | $55.5M | 1.50% | −17,982−5.4% | Reduced |
| LSV Asset Management | 312,448 | $55.5M | 0.10% | 00.0% | Unchanged |
| Corient Capital Partners, LLC | 311,184 | $55.3M | 3.66% | −10,047−3.1% | Reduced |
| Savant Capital, LLC | 311,137 | $55.2M | 1.79% | +3,647+1.2% | Added |
| Essex Financial Services, Inc. | 310,193 | $55.1M | 5.45% | +14,623+4.9% | Added |
| CAPROCK Group, Inc. | 310,092 | $55.1M | 4.54% | −11,616−3.6% | Reduced |
| Wealth Advisors, Inc. | 309,868 | $55.0M | 19.09% | +4,787+1.6% | Added |
| Alpine Woods Capital Investors, LLC | 309,780 | $55.0M | 5.43% | +49,996+19.2% | Added |
| Graham Holdings Co | 309,488 | $55.0M | 6.83% | +309,488 | New |
| Heritage Wealth Advisors | 308,624 | $54.8M | 3.01% | +12,634+4.3% | Added |
| MPS Loria Financial Planners, LLC | 308,454 | $54.8M | 22.33% | −6,016−1.9% | Reduced |
| Cincinnati Specialty Underwriters Insurance CO | 308,000 | $54.7M | 19.06% | 00.0% | Unchanged |
| Jacobs & Co | 307,952 | $54.7M | 5.67% | +2,844+0.9% | Added |
| We Are One Seven, LLC | 307,872 | $54.7M | 5.67% | +130,956+74.0% | Added |
| Gluskin Sheff & Assoc Inc | 307,735 | $54.6M | 2.25% | +1010.0% | Added |
| Papp L Roy & Associates | 307,498 | $54.6M | 6.25% | −212−0.1% | Reduced |
| Thomasville National Bank | 306,855 | $54.5M | 5.21% | −1,602−0.5% | Reduced |
| Levin Capital Strategies, L.P. | 306,371 | $54.4M | 5.10% | −779−0.3% | Reduced |
| Signature Estate & Investment Advisors LLC | 306,007 | $54.3M | 2.44% | −27,938−8.4% | Reduced |
| Seizert Capital Partners, LLC | 304,430 | $54.1M | 2.42% | −6,809−2.2% | Reduced |
| KMG Fiduciary Partners, LLC | 304,432 | $54.1M | 8.36% | −3,165−1.0% | Reduced |
| Forum Financial Management, LP | 304,209 | $54.0M | 2.78% | +304,209 | New |
| First Citizens Bank & Trust Co | 303,084 | $53.8M | 2.11% | +13,514+4.7% | Added |
| Biondo Investment Advisors, LLC | 302,522 | $53.7M | 8.95% | +315+0.1% | Added |
| Twin Capital Management Inc | 301,896 | $53.6M | 5.36% | −29,654−8.9% | Reduced |
| Hemenway Trust Co LLC | 301,567 | $53.5M | 4.88% | −2,722−0.9% | Reduced |
| Prudential PLC | 301,079 | $53.5M | 0.73% | +69,785+30.2% | Added |
| Harvest Fund Management Co., Ltd | 299,489 | $53.4M | 9.04% | +29,559+11.0% | Added |
| Roundview Capital LLC | 300,630 | $53.4M | 5.32% | +2,590+0.9% | Added |
| Forte Capital LLC | 300,495 | $53.4M | 6.73% | −21,755−6.8% | Reduced |
| Hallmark Capital Management Inc | 299,958 | $53.3M | 4.27% | −10,745−3.5% | Reduced |
| Rollins Financial | 299,834 | $53.2M | 15.40% | +299,834 | New |
| Atlantic Union Bankshares Corp | 299,709 | $53.2M | 4.51% | −10,848−3.5% | Reduced |
| Ar Asset Management Inc | 298,673 | $53.0M | 13.46% | −967−0.3% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 298,491 | $53.0M | 2.65% | −21,553−6.7% | Reduced |
| Van Hulzen Asset Management, LLC | 297,803 | $52.9M | 5.78% | +3,266+1.1% | Added |
| Knights of Columbus Asset Advisors LLC | 297,955 | $52.9M | 4.28% | +40,459+15.7% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 297,951 | $52.9M | 4.26% | −8,549−2.8% | Reduced |
| Altium Wealth Management LLC | 297,223 | $52.8M | 3.40% | +6,260+2.2% | Added |
| Resource Management, LLC | 296,598 | $52.7M | 5.43% | +1,164+0.4% | Added |
| TownSquare Capital, LLC | 296,087 | $52.6M | 1.32% | +7,865+2.7% | Added |
| Moody National Bank Trust Division | 295,758 | $52.5M | 1.57% | −880,555−74.9% | Reduced |
| Leavell Investment Management, Inc. | 295,666 | $52.5M | 3.49% | −15,333−4.9% | Reduced |
| Gotham Asset Management, LLC | 295,067 | $52.4M | 1.69% | +30,506+11.5% | Added |
| Sumitomo Life Insurance Co | 295,000 | $52.4M | 1.25% | −10,141−3.3% | Reduced |
| Western Wealth Management, LLC | 294,236 | $52.3M | 5.16% | +294,236 | New |
| Sonora Investment Management Group, LLC | 294,122 | $52.2M | 6.07% | +294,122 | New |
| NEXT Financial Group, Inc | 293,839 | $52.2M | 3.43% | +891+0.3% | Added |
| Marble Harbor Investment Counsel, LLC | 293,816 | $52.2M | 6.08% | −628−0.2% | Reduced |
| Amussen Hunsaker Associates LLC | 290,170 | $52.1M | 12.37% | +8,836+3.1% | Added |
| Benjamin F. Edwards & Company, Inc. | 292,640 | $52.0M | 2.31% | +22,651+8.4% | Added |
| Oak Grove Capital LLC | 291,957 | $51.8M | 10.15% | −26,153−8.2% | Reduced |
| Pinnacle Private Wealth, LLC | 291,670 | $51.8M | 16.23% | +291,670 | New |
| Ontario Teachers Pension Plan Board | 289,602 | $51.4M | 0.62% | −2,398−0.8% | Reduced |
| Tdam USA Inc. | 284,663 | $50.5M | 3.14% | −48,010−14.4% | Reduced |
| Ossiam | 284,079 | $50.4M | 1.32% | −344,616−54.8% | Reduced |
| Archon Partners LLC | 283,000 | $50.3M | 6.14% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 282,800 | $50.2M | 6.32% | −10,000−3.4% | Reduced |
| RB Capital Management, LLC | 282,711 | $50.2M | 15.67% | +4,983+1.8% | Added |
| Telos Capital Management, Inc. | 282,707 | $50.2M | 6.28% | −4,733−1.6% | Reduced |
| Southeast Asset Advisors Inc. | 282,080 | $50.1M | 6.87% | −30,696−9.8% | Reduced |
| Mengis Capital Management, Inc. | 279,694 | $49.7M | 9.32% | −4,196−1.5% | Reduced |
| IndexIQ Advisors LLC | 279,372 | $49.6M | 1.66% | −12,662−4.3% | Reduced |
| Kore Private Wealth LLC | 279,246 | $49.6M | 6.04% | −57,243−17.0% | Reduced |
| Boston Common Asset Management, LLC | 278,845 | $49.5M | 2.00% | −6,528−2.3% | Reduced |
| Meridian Wealth Management, LLC | 277,991 | $49.4M | 5.27% | +4,162+1.5% | Added |
| Vestcor Inc | 276,896 | $49.2M | 1.73% | −29,142−9.5% | Reduced |
| Apriem Advisors | 276,785 | $49.1M | 6.95% | −696−0.3% | Reduced |
| Aviance Capital Partners, LLC | 276,647 | $49.1M | 8.18% | −660−0.2% | Reduced |
| Arvest Trust Co N A | 276,140 | $49.0M | 2.58% | +276,140 | New |
| Empirical Finance, LLC | 276,013 | $49.0M | 5.79% | +69,784+33.8% | Added |
| SOA Wealth Advisors, LLC. | 274,737 | $49.0M | 11.86% | −10,823−3.8% | Reduced |
| Osborne Partners Capital Management, LLC | 275,577 | $48.9M | 3.57% | −1,538−0.6% | Reduced |
| Edgewood Management LLC | 275,474 | $48.9M | 0.08% | −70,609−20.4% | Reduced |
| Baker Chad R | 275,400 | $48.9M | 10.12% | −8,600−3.0% | Reduced |
| First Quadrant L P | 274,318 | $48.7M | 5.24% | −1,023−0.4% | Reduced |
| Blackhill Capital Inc | 273,800 | $48.6M | 4.16% | 00.0% | Unchanged |
| Resources Management Corp | 273,193 | $48.5M | 6.31% | −14,129−4.9% | Reduced |
| Oribel Capital Management, LP | 272,700 | $48.4M | 4.01% | +65,600+31.7% | Added |