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, 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
- +48 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
- 151
- 1,682 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 | 6,150 | $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 | 4,403 | $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 |
|---|---|---|---|---|---|
| CapWealth Advisors, LLC | 224,760 | $39.2M | 4.02% | −3,096−1.4% | Reduced |
| Blue Fin Capital, Inc. | 224,488 | $39.2M | 11.36% | −917−0.4% | Reduced |
| Arvest Trust Co N A | 224,409 | $39.2M | 2.18% | −51,731−18.7% | Reduced |
| Manchester Capital Management LLC | 224,237 | $39.2M | 5.63% | −721−0.3% | Reduced |
| Laidlaw Wealth Management LLC | 223,970 | $39.1M | 6.53% | −3,380−1.5% | Reduced |
| Hendershot Investments Inc. | 223,558 | $39.0M | 5.97% | −3,144−1.4% | Reduced |
| GenTrust, LLC | 223,540 | $39.0M | 2.99% | +97,076+76.8% | Added |
| Vision Capital Management, Inc. | 223,289 | $39.0M | 6.41% | −34,865−13.5% | Reduced |
| Transform Wealth, LLC | 222,878 | $38.9M | 4.36% | −2,745−1.2% | Reduced |
| Flagship Harbor Advisors, LLC | 222,813 | $38.9M | 3.75% | −1,041−0.5% | Reduced |
| Bristlecone Advisors, LLC | 222,317 | $38.8M | 4.77% | −9,606−4.1% | Reduced |
| Executive Wealth Management, LLC | 221,481 | $38.7M | 4.20% | +990.0% | Added |
| Culbertson A N & Co Inc | 221,140 | $38.6M | 7.27% | −2,677−1.2% | Reduced |
| Merit Financial Group, LLC | 220,685 | $38.5M | 2.34% | +106,114+92.6% | Added |
| Axxcess Wealth Management, LLC | 226,339 | $38.5M | 3.07% | +226,339 | New |
| German American Bancorp, Inc. | 219,792 | $38.4M | 5.61% | −18,668−7.8% | Reduced |
| Shufro Rose & Co LLC | 219,486 | $38.3M | 2.96% | −6,405−2.8% | Reduced |
| Trust Co of Toledo NA | 219,096 | $38.3M | 5.88% | −743−0.3% | Reduced |
| Penn Davis McFarland Inc | 218,631 | $38.2M | 6.13% | −14,541−6.2% | Reduced |
| Callahan Advisors, LLC | 217,953 | $38.1M | 4.34% | −6,506−2.9% | Reduced |
| First American Trust, FSB | 217,227 | $37.9M | 5.23% | +8,267+4.0% | Added |
| Washington Trust Bank | 217,030 | $37.9M | 4.38% | −20,917−8.8% | Reduced |
| Texas Yale Capital Corp. | 216,602 | $37.8M | 2.06% | −5,766−2.6% | Reduced |
| Clarius Group, LLC | 212,878 | $37.8M | 2.99% | 00.0% | Unchanged |
| Keystone Financial Group | 215,956 | $37.7M | 6.40% | −1,197−0.6% | Reduced |
| J.P. Marvel Investment Advisors, LLC | 215,251 | $37.6M | 7.65% | −453−0.2% | Reduced |
| Bridgeway Capital Management, LLC | 214,990 | $37.5M | 0.73% | +360+0.2% | Added |
| Stewart & Patten Co LLC | 214,813 | $37.5M | 6.03% | −13,487−5.9% | Reduced |
| HRT Financial LP | 214,672 | $37.5M | 0.27% | −56,300−20.8% | Reduced |
| Jag Capital Management, LLC | 306,004 | $37.4M | 3.73% | −74,729−19.6% | Reduced |
| Draper Asset Management, LLC | 213,988 | $37.4M | 31.04% | +967+0.5% | Added |
| Sandbox Financial Partners, LLC | 213,353 | $37.3M | 21.29% | +1,744+0.8% | Added |
| JLB & Associates Inc | 213,273 | $37.2M | 5.57% | −9,528−4.3% | Reduced |
| Comgest Global Investors S.A.S. | 213,011 | $37.2M | 0.58% | −4,623−2.1% | Reduced |
| AdvisorNet Financial, Inc | 213,010 | $37.2M | 2.35% | −2,839−1.3% | Reduced |
| Novare Capital Management LLC | 212,783 | $37.2M | 3.96% | +24,137+12.8% | Added |
| Greatmark Investment Partners, Inc. | 212,731 | $37.1M | 6.11% | −1,135−0.5% | Reduced |
| Elite Wealth Management, Inc. | 212,708 | $37.1M | 16.19% | +16,978+8.7% | Added |
| PFS Investments Inc. | 212,265 | $37.1M | 0.70% | +15,362+7.8% | Added |
| MayTech Global Investments, LLC | 211,943 | $37.0M | 8.51% | +12,884+6.5% | Added |
| Susquehanna Fundamental Investments, LLC | 211,687 | $37.0M | 0.72% | +81,713+62.9% | Added |
| Avidian Wealth Solutions, LLC | 211,591 | $36.9M | 2.30% | +17,805+9.2% | Added |
| Verdence Capital Advisors LLC | 211,242 | $36.9M | 4.18% | +13,010+6.6% | Added |
| Abner Herrman & Brock LLC | 211,223 | $36.9M | 5.18% | −665−0.3% | Reduced |
| M&R Capital Management Inc | 210,989 | $36.9M | 7.89% | −13,068−5.8% | Reduced |
| NZS Capital, LLC | 210,839 | $36.8M | 3.72% | −3,387−1.6% | Reduced |
| Mitchell Capital Management Co | 210,693 | $36.8M | 8.23% | +7,103+3.5% | Added |
| American Assets Investment Management, LLC | 210,000 | $36.7M | 3.88% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 209,964 | $36.7M | 0.82% | −58,421−21.8% | Reduced |
| Ithaka Group LLC | 209,689 | $36.6M | 5.07% | +29,635+16.5% | Added |
| ACG Wealth | 209,632 | $36.6M | 6.92% | −62,174−22.9% | Reduced |
| Avitas Wealth Management LLC | 209,535 | $36.6M | 6.60% | +57,093+37.5% | Added |
| Ramsay, Stattman, Vela & Price, Inc. | 209,441 | $36.6M | 7.13% | +28,180+15.5% | Added |
| FourThought Financial, LLC | 209,121 | $36.6M | 4.63% | +3,192+1.6% | Added |
| Physicians Financial Services, Inc. | 208,806 | $36.5M | 13.92% | +2,640+1.3% | Added |
| Asahi Life Asset Management Co., Ltd. | 208,616 | $36.4M | 5.02% | −14,222−6.4% | Reduced |
| Lindbrook Capital, LLC | 208,280 | $36.4M | 5.61% | +16,183+8.4% | Added |
| Barr E S & Co | 207,952 | $36.3M | 2.49% | −765−0.4% | Reduced |
| Orion Portfolio Solutions, LLC | 207,897 | $36.3M | 1.28% | +1,992+1.0% | Added |
| Gamco Investors, Inc. Et Al | 207,706 | $36.3M | 0.33% | −1,301−0.6% | Reduced |
| Fiduciary Group LLC | 247,433 | $36.2M | 4.79% | −5,670−2.2% | Reduced |
| Hilltop Holdings Inc. | 207,494 | $36.2M | 4.09% | −10,576−4.8% | Reduced |
| Annex Advisory Services, LLC | 207,197 | $36.2M | 2.65% | +10,089+5.1% | Added |
| Desjardins Global Asset Management Inc. | 206,886 | $36.1M | 3.15% | +30,954+17.6% | Added |
| Rothschild & Co Asset Management US Inc. | 206,427 | $36.0M | 0.46% | +6,069+3.0% | Added |
| Oxbow Advisors, LLC | 205,696 | $35.9M | 3.61% | +515+0.3% | Added |
| Monetary Management Group Inc | 205,627 | $35.9M | 9.51% | −400−0.2% | Reduced |
| James Investment Research Inc | 205,324 | $35.9M | 3.76% | −10,014−4.7% | Reduced |
| Addenda Capital Inc. | 204,965 | $35.8M | 1.46% | +2,442+1.2% | Added |
| Northstar Asset Management LLC | 204,660 | $35.7M | 9.14% | −1,250−0.6% | Reduced |
| Legacy Private Trust Co. | 204,639 | $35.7M | 2.77% | −4,828−2.3% | Reduced |
| Evoke Wealth, LLC | 204,545 | $35.7M | 1.17% | +732+0.4% | Added |
| Te Ahumairangi Investment Management Ltd | 204,533 | $35.7M | 4.85% | −10,180−4.7% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 204,341 | $35.7M | 5.14% | +9,017+4.6% | Added |
| Griffin Asset Management, Inc. | 204,276 | $35.7M | 4.62% | −3,990−1.9% | Reduced |
| Saybrook Capital | 204,061 | $35.6M | 9.59% | −6,305−3.0% | Reduced |
| SFMG, LLC | 203,942 | $35.6M | 3.52% | −1,575−0.8% | Reduced |
| D L Carlson Investment Group Inc | 203,767 | $35.6M | 5.92% | +130.0% | Added |
| Steigerwald, Gordon & Koch Inc. | 203,598 | $35.5M | 5.43% | −14,132−6.5% | Reduced |
| Endurance Wealth Management, Inc. | 203,046 | $35.5M | 4.59% | −40,266−16.5% | Reduced |
| SP Asset Management | 202,924 | $35.4M | 3.81% | +2,308+1.2% | Added |
| Hilton Capital Management, LLC | 202,854 | $35.4M | 3.79% | −60,751−23.0% | Reduced |
| Summit Trail Advisors, LLC | 201,607 | $35.2M | 2.85% | +17,031+9.2% | Added |
| Dundas Partners LLP | 201,318 | $35.2M | 3.20% | +34,741+20.9% | Added |
| Lake Street Advisors Group, LLC | 199,389 | $34.8M | 2.22% | +9,880+5.2% | Added |
| Blue Chip Partners, Inc. | 199,065 | $34.8M | 4.32% | +4,252+2.2% | Added |
| Cornerstone Advisory, LLC | 199,042 | $34.8M | 5.30% | +1,250+0.6% | Added |
| Centaurus Financial, Inc. | 198,342 | $34.6M | 2.73% | −5,154−2.5% | Reduced |
| First Financial Bank - Trust Division | 197,749 | $34.5M | 3.67% | +4,487+2.3% | Added |
| Miller Wealth Advisors, LLC | 197,373 | $34.5M | 22.37% | +1,691+0.9% | Added |
| Martin Capital Advisors, LLP | 197,212 | $34.4M | 23.59% | −650−0.3% | Reduced |
| Klingman & Associates, LLC | 196,678 | $34.3M | 2.92% | +17,735+9.9% | Added |
| RNC Capital Management LLC | 196,114 | $34.2M | 1.74% | −3,996−2.0% | Reduced |
| Progressive Investment Management Corp | 196,004 | $34.2M | 10.78% | −2,616−1.3% | Reduced |
| 1st Source Bank | 195,725 | $34.2M | 2.10% | −9,744−4.7% | Reduced |
| River Wealth Advisors LLC | 195,631 | $34.2M | 5.45% | +1,357+0.7% | Added |
| Linscomb & Williams, Inc. | 195,611 | $34.2M | 1.63% | +5,135+2.7% | Added |
| Meiji Yasuda Life Insurance Co | 195,570 | $34.1M | 0.58% | −12,702−6.1% | Reduced |
| Woodstock Corp | 195,068 | $34.1M | 3.99% | −23,160−10.6% | Reduced |
| Peachtree Investment Partners, LLC | 194,355 | $33.9M | 15.59% | +2,408+1.3% | Added |