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, Q1 2022
Institutional positions in Apple Inc. as of Mar 31, 2022. 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
- 4,391
- +47 vs. Q4 2021
- Shares held
- 9.49B
- −27.0M (−0.3%) vs. Q4 2021
- Total value
- $1.66T
- −$30.3B (−1.8%) vs. Q4 2021
- New holders
- 150
- 1,683 more added
- Sold out
- 103
- 2,291 more reduced
60 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Apple Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hamilton Capital, LLC | 24,501 | $4.28M | 0.27% | −4,109−14.4% | Reduced |
| Exchange Capital Management, Inc. | 24,510 | $4.28M | 0.80% | −9,768−28.5% | Reduced |
| Royal Harbor Partners, LLC | 24,515 | $4.28M | 2.74% | +834+3.5% | Added |
| BCS Wealth Management | 24,528 | $4.28M | 1.77% | −2,691−9.9% | Reduced |
| Hudson Capital Management LLC | 24,577 | $4.29M | 1.70% | −286−1.2% | Reduced |
| Trust Co of Kansas | 24,586 | $4.29M | 2.30% | +182+0.7% | Added |
| My Personal CFO, LLC | 24,589 | $4.29M | 4.44% | −79−0.3% | Reduced |
| Archvest Wealth Advisors, Inc. | 24,691 | $4.31M | 3.89% | −258−1.0% | Reduced |
| Caerus Investment Advisors, LLC | 28,396 | $4.32M | 5.23% | +15,501+120.2% | Added |
| Paragon Capital Management Ltd | 24,765 | $4.32M | 0.81% | −170−0.7% | Reduced |
| Capital Management Associates | 24,786 | $4.33M | 4.64% | −6,897−21.8% | Reduced |
| S.A. Mason LLC | 24,819 | $4.33M | 2.70% | +342+1.4% | Added |
| New World Advisors LLC | 26,072 | $4.34M | 2.27% | −149−0.6% | Reduced |
| Aveo Capital Partners, LLC | 24,862 | $4.34M | 0.77% | −1,608−6.1% | Reduced |
| Tandem Capital Management Corp | 26,883 | $4.35M | 3.01% | −683−2.5% | Reduced |
| Kraematon Investment Advisors, Inc | 24,906 | $4.35M | 4.14% | −2,254−8.3% | Reduced |
| Morgens Waterfall Vintiadis & Co Inc | 25,000 | $4.37M | 2.76% | +5,000+25.0% | Added |
| OmniStar Financial Group, Inc. | 25,025 | $4.37M | 4.34% | +925+3.8% | Added |
| Litman Gregory Asset Management LLC | 25,081 | $4.38M | 0.64% | +4,005+19.0% | Added |
| Private Harbour Investment Management & Counsel, LLC | 25,099 | $4.38M | 3.67% | −54−0.2% | Reduced |
| Lewis Capital Management, LLC | 25,118 | $4.39M | 4.97% | +43+0.2% | Added |
| Missouri Trust & Investment Co | 25,166 | $4.39M | 2.58% | +985+4.1% | Added |
| Tevis Investment Management | 25,228 | $4.40M | 3.98% | −571−2.2% | Reduced |
| Roanoke Asset Management Corp | 25,233 | $4.41M | 1.64% | −25−0.1% | Reduced |
| Midwest Professional Planners, LTD. | 25,242 | $4.41M | 2.17% | −902−3.5% | Reduced |
| Weik Capital Management | 25,238 | $4.41M | 1.74% | +70+0.3% | Added |
| Abacus Wealth Partners, LLC | 25,279 | $4.41M | 1.96% | −18,916−42.8% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 25,306 | $4.42M | 1.54% | +56+0.2% | Added |
| Cassady Schiller Wealth Management, LLC | 25,321 | $4.42M | 2.13% | +295+1.2% | Added |
| Coastwise Capital Group, LLC | 25,400 | $4.43M | 5.51% | +25,400 | New |
| Windsor Capital Management, LLC | 25,458 | $4.45M | 1.38% | −992−3.8% | Reduced |
| Guerra Pan Advisors, LLC | 28,429 | $4.45M | 5.37% | −67−0.2% | Reduced |
| Heritage Financial Services, LLC | 25,534 | $4.46M | 2.91% | +938+3.8% | Added |
| Ategra Capital Management, LLC | 25,544 | $4.46M | 2.02% | −315−1.2% | Reduced |
| Financial Connections Group, Inc. | 25,658 | $4.48M | 4.51% | −339−1.3% | Reduced |
| Accel Wealth Management | 25,720 | $4.48M | 2.32% | −473−1.8% | Reduced |
| Eagle Strategies LLC | 25,721 | $4.49M | 1.75% | +1,586+6.6% | Added |
| WESCAP Management Group, Inc. | 25,727 | $4.49M | 1.27% | 00.0% | Unchanged |
| Nvest Financial, LLC | 25,725 | $4.49M | 3.69% | +25,725 | New |
| Redmond Asset Management, LLC | 25,755 | $4.50M | 1.34% | +268+1.1% | Added |
| Alterna Wealth Management, Inc | 25,782 | $4.50M | 3.80% | −5,928−18.7% | Reduced |
| Ledge Wealth Management, Inc. | 25,856 | $4.51M | 2.81% | +25,856 | New |
| Verus Financial Partners, Inc. | 26,984 | $4.52M | 0.64% | +1,385+5.4% | Added |
| Murphy Pohlad Asset Management LLC | 26,012 | $4.54M | 1.83% | −2,540−8.9% | Reduced |
| Gould Asset Management LLC | 26,007 | $4.54M | 1.30% | −497−1.9% | Reduced |
| Coyle Financial Counsel LLC | 26,054 | $4.55M | 2.43% | +118+0.5% | Added |
| Altman Advisors, Inc. | 26,132 | $4.56M | 2.36% | +232+0.9% | Added |
| Mountain Pacific Investment Advisers Inc | 26,136 | $4.56M | 0.30% | +125+0.5% | Added |
| Evergreen Wealth Solutions, LLC | 26,166 | $4.57M | 4.43% | −1,426−5.2% | Reduced |
| Fortem Financial Group, LLC | 26,180 | $4.57M | 2.00% | −692−2.6% | Reduced |
| Magnolia Capital Management Ltd | 26,186 | $4.57M | 3.79% | −1,230−4.5% | Reduced |
| Total Investment Management Inc | 26,255 | $4.58M | 0.88% | −209−0.8% | Reduced |
| Royal Capital Wealth Management, LLC | 26,303 | $4.59M | 4.49% | +142+0.5% | Added |
| ERn Financial, LLC | 26,306 | $4.59M | 1.02% | +1,060+4.2% | Added |
| BT Wealth Management LLC | 26,394 | $4.61M | 1.20% | −2,140−7.5% | Reduced |
| ShoreHaven Wealth Partners, LLC | 26,455 | $4.62M | 2.44% | −1,943−6.8% | Reduced |
| Gould Capital, LLC | 26,457 | $4.62M | 3.32% | −5,720−17.8% | Reduced |
| Black Diamond Financial, LLC | 26,492 | $4.63M | 1.46% | −1,337−4.8% | Reduced |
| Forbes Financial Planning, Inc. | 26,505 | $4.63M | 5.76% | 00.0% | Unchanged |
| ERTS Wealth Advisors, LLC | 26,554 | $4.64M | 1.30% | −1,668−5.9% | Reduced |
| Grant Street Asset Management, Inc. | 26,554 | $4.64M | 2.59% | −1,519−5.4% | Reduced |
| Loveless Wealth Management LLC | 26,602 | $4.64M | 2.62% | −440−1.6% | Reduced |
| HAP Trading, LLC | 26,636 | $4.65M | 0.53% | +26,636 | New |
| Wellspring Financial Advisors, LLC | 26,705 | $4.66M | 1.37% | +302+1.1% | Added |
| KLCM Advisors, Inc. | 26,744 | $4.67M | 0.99% | −293−1.1% | Reduced |
| Gateway Advisory, LLC | 26,767 | $4.67M | 1.27% | −41−0.2% | Reduced |
| Blankinship & Foster, LLC | 26,778 | $4.68M | 1.89% | +202+0.8% | Added |
| Relative Value Partners Group, LLC | 26,851 | $4.69M | 0.33% | +21,678+419.1% | Added |
| Well Done, LLC | 28,676 | $4.70M | 0.94% | −879−3.0% | Reduced |
| White Knight Strategic Wealth Advisors, LLC | 26,935 | $4.70M | 5.09% | +50.0% | Added |
| Heron Financial Group, LLC | 26,992 | $4.71M | 2.45% | +13,970+107.3% | Added |
| Deuterium Capital Management, LLC | 27,000 | $4.71M | 6.07% | −10,650−28.3% | Reduced |
| Dividend Assets Capital, LLC | 27,018 | $4.72M | 0.89% | +25+0.1% | Added |
| Butensky & Cohen Financial Security, Inc | 27,031 | $4.72M | 1.66% | −150−0.6% | Reduced |
| WealthTrust Asset Management, LLC | 27,073 | $4.73M | 3.37% | +1,292+5.0% | Added |
| Arabesque Asset Management Ltd | 27,108 | $4.73M | 1.64% | +12,723+88.4% | Added |
| S. R. Schill & Associates | 27,113 | $4.73M | 1.99% | −714−2.6% | Reduced |
| Cascade Investment Advisors, Inc. | 27,121 | $4.74M | 2.88% | −3,772−12.2% | Reduced |
| Demars Financial Group, LLC | 27,125 | $4.74M | 2.38% | −688−2.5% | Reduced |
| Court Place Advisors, LLC | 27,228 | $4.75M | 1.53% | −22,280−45.0% | Reduced |
| Fairfield, Bush & Co. | 27,239 | $4.76M | 2.39% | −74−0.3% | Reduced |
| Reik & Co., LLC | 27,267 | $4.76M | 1.19% | +239+0.9% | Added |
| PRW Wealth Management LLC | 27,266 | $4.76M | 2.11% | +1,582+6.2% | Added |
| Syntal Capital Partners, LLC | 27,310 | $4.77M | 1.86% | +169+0.6% | Added |
| Engrave Wealth Partners LLC | 27,385 | $4.78M | 1.79% | +181+0.7% | Added |
| Robbins Farley LLC | 27,391 | $4.78M | 3.60% | +27,391 | New |
| KFA Private Wealth Group, LLC | 27,396 | $4.78M | 2.40% | +413+1.5% | Added |
| Tilia Fiduciary Partners, Inc. | 27,457 | $4.79M | 4.07% | −233−0.8% | Reduced |
| Schrum Private Wealth Management LLC | 28,521 | $4.79M | 4.81% | −322−1.1% | Reduced |
| Fortis Capital Management LLC | 27,462 | $4.79M | 2.49% | +363+1.3% | Added |
| Summitry LLC | 27,526 | $4.81M | 0.29% | −2,222−7.5% | Reduced |
| KCS Wealth Advisory | 27,539 | $4.81M | 2.22% | −146,111−84.1% | Reduced |
| Rockbridge Investment Management, LCC | 27,599 | $4.81M | 0.74% | −1,228−4.3% | Reduced |
| Center for Financial Planning, Inc. | 27,581 | $4.82M | 0.99% | −672−2.4% | Reduced |
| QP Wealth Management, LLC | 27,625 | $4.82M | 5.39% | +28+0.1% | Added |
| ODonnell Financial Services, LLC | 27,663 | $4.83M | 2.20% | +476+1.8% | Added |
| Argus Investors' Counsel, Inc. | 27,724 | $4.84M | 3.09% | +1,138+4.3% | Added |
| Quaker Wealth Management, LLC | 27,775 | $4.85M | 2.10% | +714+2.6% | Added |
| Planning Center, Inc. | 27,792 | $4.85M | 13.95% | +168+0.6% | Added |
| Pasadena Private Wealth, LLC | 27,821 | $4.86M | 1.58% | −6,559−19.1% | Reduced |