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 |
|---|---|---|---|---|---|
| SFI Advisors, LLC | 27,850 | $4.86M | 4.53% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 27,846 | $4.86M | 1.28% | 00.0% | Unchanged |
| LMR Partners LLP | 27,854 | $4.86M | 0.07% | +27,854 | New |
| Paragon Financial Partners, Inc. | 27,865 | $4.87M | 4.24% | +90.0% | Added |
| Bell Bank | 27,883 | $4.87M | 0.54% | −214−0.8% | Reduced |
| Bassett Hargrove Investment Counsel, LLC | 27,928 | $4.88M | 7.43% | −225−0.8% | Reduced |
| Altus Wealth Group LLC | 27,989 | $4.89M | 4.00% | +187+0.7% | Added |
| Brooks, Moore & Associates, Inc. | 27,999 | $4.89M | 3.00% | −1,226−4.2% | Reduced |
| Crown Wealth Group, LLC | 28,021 | $4.89M | 3.41% | +24,692+741.7% | Added |
| Factorial Partners, LLC | 28,060 | $4.90M | 3.37% | −300−1.1% | Reduced |
| Dimension Capital Management LLC | 28,141 | $4.92M | 0.92% | −252−0.9% | Reduced |
| Wick Capital Partners, LLC | 28,155 | $4.92M | 3.23% | +10,809+62.3% | Added |
| Curran Financial Partners, LLC | 28,164 | $4.92M | 2.02% | +11,948+73.7% | Added |
| Thomas White International Ltd | 28,203 | $4.92M | 0.83% | 00.0% | Unchanged |
| Summit Financial Group Inc | 28,237 | $4.93M | 1.67% | −5,763−17.0% | Reduced |
| Copperwynd Financial, LLC | 28,273 | $4.94M | 2.05% | +13,447+90.7% | Added |
| Jacobsen Capital Management | 28,282 | $4.94M | 2.27% | +1,312+4.9% | Added |
| Valueworks LLC | 28,287 | $4.94M | 1.62% | −530−1.8% | Reduced |
| Addison Capital Co | 28,289 | $4.94M | 2.35% | −60.0% | Reduced |
| Midwest Wealth Management Inc. | 28,322 | $4.95M | 3.00% | +708+2.6% | Added |
| Herbst Group, LLC | 28,336 | $4.95M | 3.28% | −735−2.5% | Reduced |
| Pinkerton Retirement Specialists, LLC | 28,343 | $4.95M | 1.10% | +286+1.0% | Added |
| Legacy Wealth Planning, LLC | 28,469 | $4.97M | 5.85% | −615−2.1% | Reduced |
| Garrett Wealth Advisory Group, LLC | 28,637 | $5.00M | 2.57% | −840−2.8% | Reduced |
| Vericrest Private Wealth | 28,694 | $5.01M | 5.21% | −476−1.6% | Reduced |
| Gilman Hill Asset Management, LLC | 28,699 | $5.01M | 1.14% | −601−2.1% | Reduced |
| Lifeworks Advisors, LLC | 28,762 | $5.02M | 3.32% | +7,040+32.4% | Added |
| Beaton Management Co. Inc. | 28,776 | $5.03M | 3.10% | +736+2.6% | Added |
| ICICI Prudential Asset Management Co Ltd | 28,281 | $5.03M | 0.68% | +3,873+15.9% | Added |
| Silicon Hills Wealth Management, LLC | 28,876 | $5.04M | 3.22% | +31+0.1% | Added |
| St. Clair Advisors, LLC | 28,914 | $5.05M | 3.43% | −292−1.0% | Reduced |
| Pacific Capital Wealth Advisors, Inc | 28,943 | $5.05M | 1.44% | −1,482−4.9% | Reduced |
| Landmark Financial Advisors, LLC | 31,151 | $5.07M | 2.44% | −238−0.8% | Reduced |
| Cutler Investment Counsel LLC | 29,064 | $5.08M | 0.70% | +7,239+33.2% | Added |
| Rosenbaum Jay D. | 29,154 | $5.09M | 8.05% | −335−1.1% | Reduced |
| Reitz Capital Advisors LLC | 29,168 | $5.09M | 3.70% | −584−2.0% | Reduced |
| Financial Management Professionals, Inc. | 29,213 | $5.10M | 1.11% | +791+2.8% | Added |
| Selective Wealth Management, Inc. | 29,245 | $5.11M | 1.85% | −6,462−18.1% | Reduced |
| Home Federal Bank of Tennessee | 29,346 | $5.12M | 1.75% | +600+2.1% | Added |
| G2 Capital Management, LLC | 29,375 | $5.13M | 2.20% | −8,466−22.4% | Reduced |
| Argent Advisors, Inc. | 29,385 | $5.13M | 2.75% | +130.0% | Added |
| Broad Peak Investment Holdings Ltd. | 29,400 | $5.13M | 2.45% | −23,100−44.0% | Reduced |
| Five Oceans Advisors | 29,402 | $5.13M | 4.57% | −77−0.3% | Reduced |
| Eisler Capital (UK) Ltd. | 29,458 | $5.14M | 0.37% | −12,136−29.2% | Reduced |
| Petix & Botte Co | 29,472 | $5.15M | 1.59% | +13,578+85.4% | Added |
| Burton Enright Welch | 29,549 | $5.16M | 2.85% | −182−0.6% | Reduced |
| Spectrum Wealth Advisory Group, LLC | 29,640 | $5.17M | 4.99% | −410−1.4% | Reduced |
| Trustco Bank Corp N Y | 29,647 | $5.18M | 5.13% | −2,229−7.0% | Reduced |
| Total Clarity Wealth Management, Inc. | 29,664 | $5.18M | 2.84% | +1,493+5.3% | Added |
| Capitol Family Office, Inc. | 29,667 | $5.18M | 4.17% | +4,318+17.0% | Added |
| Truvestments Capital LLC | 29,690 | $5.18M | 2.84% | +2,087+7.6% | Added |
| Robeco Schweiz AG | 29,735 | $5.19M | 0.07% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 29,789 | $5.20M | 2.19% | −269−0.9% | Reduced |
| ESG Planning | 29,830 | $5.21M | 4.83% | +29,830 | New |
| Paragon Private Wealth Management, LLC | 35,681 | $5.21M | 5.09% | +2,752+8.4% | Added |
| Meridian Wealth Partners, LLC | 29,920 | $5.22M | 1.10% | +587+2.0% | Added |
| Edmonds Duncan Registered Investment Advisors, LLC | 29,919 | $5.22M | 1.53% | +30.0% | Added |
| Bancreek Capital Management, LP | 29,940 | $5.23M | 3.42% | +8,220+37.8% | Added |
| Burt Wealth Advisors | 29,965 | $5.23M | 1.57% | +29,965 | New |
| Madison Wealth Partners, Inc | 29,980 | $5.24M | 2.93% | +430+1.5% | Added |
| Bickling Financial Services, Inc. | 30,013 | $5.24M | 2.69% | +225+0.8% | Added |
| IAM Advisory, LLC | 30,039 | $5.25M | 2.13% | +273+0.9% | Added |
| Albar Capital Ltd | 30,048 | $5.25M | 2.19% | +30,048 | New |
| Long Run Wealth Advisors, LLC | 30,095 | $5.25M | 1.84% | −1,457−4.6% | Reduced |
| Eudaimonia Advisors LLC | 30,084 | $5.25M | 3.02% | −1,224−3.9% | Reduced |
| LGL Partners, LLC | 30,089 | $5.25M | 0.70% | −7,542−20.0% | Reduced |
| Sara-Bay Financial | 30,116 | $5.26M | 2.08% | −2,999−9.1% | Reduced |
| Alliance Wealth Management Group | 30,148 | $5.26M | 1.71% | +412+1.4% | Added |
| Cooper/Haims Advisors, LLC | 30,158 | $5.27M | 3.43% | +164+0.5% | Added |
| Palisades Hudson Asset Management, L.P. | 30,219 | $5.28M | 2.46% | −2,801−8.5% | Reduced |
| Investment Advisory Group, LLC | 30,228 | $5.28M | 3.20% | +678+2.3% | Added |
| Lattice Capital Management, LLC | 31,940 | $5.28M | 7.66% | +40+0.1% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 30,238 | $5.28M | 2.84% | −170−0.6% | Reduced |
| Bar Harbor Trust Services | 30,249 | $5.28M | 1.59% | −13,804−31.3% | Reduced |
| Viridian Ria, LLC | 30,260 | $5.28M | 1.23% | +597+2.0% | Added |
| Pin Oak Investment Advisors Inc | 30,298 | $5.29M | 5.65% | −190−0.6% | Reduced |
| Strategic Family Wealth Counselors, L.L.C. | 30,308 | $5.29M | 2.13% | +30.0% | Added |
| Woodley Farra Manion Portfolio Management Inc | 30,365 | $5.30M | 0.40% | −86−0.3% | Reduced |
| Vista Capital Partners, Inc. | 30,391 | $5.31M | 0.69% | +10,683+54.2% | Added |
| One Charles Private Wealth Services, LLC | 30,453 | $5.32M | 3.31% | −516−1.7% | Reduced |
| Choice Wealth Advisors, LLC | 30,972 | $5.32M | 4.22% | −873−2.7% | Reduced |
| Summit Place Financial Advisors, LLC | 30,524 | $5.33M | 3.58% | −2,965−8.9% | Reduced |
| Pensionmark Financial Group, LLC | 30,554 | $5.33M | 1.11% | +323+1.1% | Added |
| Outfitter Financial LLC | 30,600 | $5.34M | 4.09% | −615−2.0% | Reduced |
| tru Independence LLC | 30,605 | $5.34M | 1.45% | +333+1.1% | Added |
| Next Level Private LLC | 30,657 | $5.35M | 4.32% | +58+0.2% | Added |
| Successful Portfolios LLC | 30,661 | $5.35M | 3.05% | −762−2.4% | Reduced |
| Trinity Financial Advisors LLC | 30,690 | $5.36M | 3.35% | −61−0.2% | Reduced |
| 44 Wealth Management LLC | 30,713 | $5.36M | 1.93% | −811−2.6% | Reduced |
| Taylor & Morgan Wealth Management, LLC | 30,874 | $5.39M | 4.41% | +835+2.8% | Added |
| Beacon Harbor Wealth Advisors, Inc. | 30,908 | $5.40M | 1.76% | −3,488−10.1% | Reduced |
| Lokken Investment Group LLC | 34,239 | $5.40M | 4.28% | −1,551−4.3% | Reduced |
| McRae Capital Management Inc | 30,931 | $5.40M | 1.22% | −554−1.8% | Reduced |
| Lumature Wealth Partners, LLC | 30,954 | $5.41M | 2.17% | −3,259−9.5% | Reduced |
| AMJ Financial Wealth Management | 30,998 | $5.41M | 2.17% | +24,363+367.2% | Added |
| Phocas Financial Corp. | 31,045 | $5.42M | 0.68% | −1,011−3.2% | Reduced |
| Financial Advisory Partners, LLC | 31,095 | $5.43M | 2.01% | +45+0.1% | Added |
| Montz Harcus Wealth Management LLC | 31,181 | $5.44M | 4.88% | −260−0.8% | Reduced |
| AlphaCore Capital LLC | 31,245 | $5.46M | 2.12% | +6,181+24.7% | Added |
| American Institute for Advanced Investment Management, LLP | 31,300 | $5.46M | 3.97% | −1,135−3.5% | Reduced |