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; 6,151 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 | 6,151 | $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 |
|---|---|---|---|---|---|
| Miramar Capital, LLC | 89,823 | $15.7M | 4.30% | +15,280+20.5% | Added |
| Facet Wealth, Inc. | 89,793 | $15.7M | 1.36% | +61,152+213.5% | Added |
| United Capital Management of KS, Inc. | 89,287 | $15.6M | 6.05% | +2,221+2.6% | Added |
| Consolidated Capital Management, LLC | 89,051 | $15.5M | 7.04% | −13,754−13.4% | Reduced |
| Isthmus Partners, LLC | 88,893 | $15.5M | 2.55% | −45−0.1% | Reduced |
| Smallwood Wealth Investment Management, LLC | 88,887 | $15.5M | 14.67% | +281+0.3% | Added |
| Capital Financial Planning, LLC | 88,478 | $15.4M | 5.44% | +4,428+5.3% | Added |
| Strategic Financial Services, Inc, | 88,363 | $15.4M | 1.17% | −165−0.2% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 88,098 | $15.4M | 2.81% | +9,778+12.5% | Added |
| Wall Street Access Asset Management, LLC | 88,087 | $15.4M | 8.50% | −1,788−2.0% | Reduced |
| Bowie Capital Management, LLC | 88,000 | $15.4M | 1.99% | −2,000−2.2% | Reduced |
| DFPG Investments, LLC | 93,052 | $15.4M | 5.98% | +29,446+46.3% | Added |
| Carolinas Wealth Consulting LLC | 87,618 | $15.3M | 3.38% | −3,045−3.4% | Reduced |
| Icon Wealth Partners, LLC | 87,501 | $15.3M | 1.52% | +19,126+28.0% | Added |
| Smithbridge Asset Management Inc | 87,452 | $15.3M | 5.06% | −6,719−7.1% | Reduced |
| Financial Enhancement Group LLC | 87,416 | $15.3M | 2.83% | −26,832−23.5% | Reduced |
| Greenwoods Asset Management Hong Kong Ltd.SuperinvestorGreenwoods Asset Management | 87,400 | $15.3M | 0.65% | +87,400 | New |
| Wisconsin Capital Management LLC | 87,305 | $15.2M | 7.36% | −4,095−4.5% | Reduced |
| NBW Capital LLC | 87,264 | $15.2M | 3.62% | −24,177−21.7% | Reduced |
| Zions Bancorporation, N.A. | 87,118 | $15.2M | 1.36% | +6,788+8.5% | Added |
| Core Alternative Capital | 87,025 | $15.2M | 4.07% | +16,613+23.6% | Added |
| XR Securities LLC | 86,713 | $15.1M | 3.34% | +31,879+58.1% | Added |
| Quad-Cities Investment Group, LLC | 86,593 | $15.1M | 9.67% | −1,753−2.0% | Reduced |
| Baldwin Investment Management, LLC | 86,325 | $15.1M | 4.20% | −6,583−7.1% | Reduced |
| Zuckerman Investment Group, LLC | 86,321 | $15.1M | 2.43% | +110.0% | Added |
| Lipe & Dalton | 86,194 | $15.1M | 7.35% | −1,131−1.3% | Reduced |
| Ervin Investment Management, LLC | 84,640 | $15.0M | 11.51% | −1,141−1.3% | Reduced |
| Moseley Investment Management Inc | 86,146 | $15.0M | 8.13% | −1,274−1.5% | Reduced |
| Balentine LLC | 86,122 | $15.0M | 0.51% | +26,619+44.7% | Added |
| Calton & Associates, Inc. | 86,107 | $15.0M | 4.47% | −4,013−4.5% | Reduced |
| Harrington Investments, INC | 86,069 | $15.0M | 9.00% | −1,882−2.1% | Reduced |
| Notis-McConarty Edward | 86,022 | $15.0M | 5.36% | −3,707−4.1% | Reduced |
| Sheets Smith Wealth Management | 85,935 | $15.0M | 2.07% | −2,825−3.2% | Reduced |
| Bank of Nova Scotia Trust Co | 85,899 | $15.0M | 1.31% | −8,796−9.3% | Reduced |
| Harbour Capital Advisors, LLC | 85,715 | $15.0M | 4.09% | −6,279−6.8% | Reduced |
| Leisure Capital Management | 85,460 | $14.9M | 7.55% | −6,465−7.0% | Reduced |
| Sadoff Investment Management LLC | 85,388 | $14.9M | 0.95% | −1,058−1.2% | Reduced |
| Pegasus Partners Ltd. | 85,380 | $14.9M | 2.61% | +1,360+1.6% | Added |
| TLW Wealth Management, LLC | 85,365 | $14.9M | 8.74% | +45+0.1% | Added |
| First National Corp | 85,335 | $14.9M | 3.16% | −6,095−6.7% | Reduced |
| Morningstar Investment Management LLC | 85,335 | $14.9M | 2.79% | +12,625+17.4% | Added |
| Financial Advisory Group | 85,277 | $14.9M | 2.89% | +3,628+4.4% | Added |
| Gabalex Capital Management LLC | 85,000 | $14.8M | 6.84% | 00.0% | Unchanged |
| First Commonwealth Financial Corp | 84,879 | $14.8M | 4.77% | −286−0.3% | Reduced |
| Live Oak Private Wealth LLC | 84,743 | $14.8M | 2.86% | +4,031+5.0% | Added |
| Totem Point Management, LLC | 84,644 | $14.8M | 11.54% | +24,975+41.9% | Added |
| Monarch Capital Management Inc | 84,561 | $14.8M | 3.91% | −1,605−1.9% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 84,556 | $14.8M | 2.63% | −7,814−8.5% | Reduced |
| Mathes Company, Inc. | 84,518 | $14.8M | 5.72% | −4,690−5.3% | Reduced |
| Financial Network Wealth Management LLC | 84,369 | $14.7M | 7.69% | −612−0.7% | Reduced |
| Mount Vernon Associates Inc | 84,357 | $14.7M | 14.29% | −1,745−2.0% | Reduced |
| Investment Research & Advisory Group, Inc. | 84,209 | $14.7M | 9.36% | +585+0.7% | Added |
| Clean Yield Group | 84,317 | $14.7M | 5.26% | −5,499−6.1% | Reduced |
| Bank Hapoalim BM | 84,366 | $14.7M | 1.53% | −3,954−4.5% | Reduced |
| TrimTabs Asset Management, LLC | 84,318 | $14.7M | 4.93% | +17,876+26.9% | Added |
| Financial Consulate, Inc | 84,284 | $14.7M | 5.65% | −1,608−1.9% | Reduced |
| Canal Capital Management, LLC | 84,233 | $14.7M | 3.97% | +2,084+2.5% | Added |
| Fukoku Mutual Life Insurance Co | 84,205 | $14.7M | 1.12% | −7,655−8.3% | Reduced |
| Founders Capital Management, LLC | 84,042 | $14.7M | 3.15% | −143−0.2% | Reduced |
| Callan Capital, LLC | 83,904 | $14.7M | 2.01% | −346−0.4% | Reduced |
| David R. Rahn & Associates Inc. | 92,708 | $14.6M | 5.61% | +23,700+34.3% | Added |
| Certified Advisory Corp | 83,683 | $14.6M | 3.10% | +174+0.2% | Added |
| MCF Advisors LLC | 83,671 | $14.6M | 1.37% | +83,671 | New |
| Field & Main Bank | 83,530 | $14.6M | 8.83% | −2,675−3.1% | Reduced |
| Charter Research & Investment Group, Inc. | 83,498 | $14.6M | 11.83% | −259−0.3% | Reduced |
| Stoneridge Investment Partners LLC | 83,491 | $14.6M | 6.85% | −275−0.3% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 83,408 | $14.6M | 11.57% | −1,203−1.4% | Reduced |
| Professional Advisory Services Inc | 83,403 | $14.6M | 2.09% | −84−0.1% | Reduced |
| Richmond Brothers, Inc. | 83,361 | $14.5M | 11.20% | −1,672−2.0% | Reduced |
| Moser Wealth Advisors, LLC | 83,261 | $14.5M | 9.09% | −5,055−5.7% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 83,261 | $14.5M | 8.52% | +404+0.5% | Added |
| Herold Advisors, Inc. | 83,223 | $14.5M | 5.17% | +1,454+1.8% | Added |
| Personal Cfo Solutions, LLC | 83,096 | $14.5M | 2.86% | +3,067+3.8% | Added |
| Centric Wealth Management | 83,075 | $14.5M | 4.59% | −2,466−2.9% | Reduced |
| Lineweaver Wealth Advisors, LLC | 83,067 | $14.5M | 4.14% | −1,794−2.1% | Reduced |
| Day & Ennis, LLC | 82,894 | $14.5M | 4.79% | −797−1.0% | Reduced |
| Itau Unibanco Holding S.A. | 82,843 | $14.5M | 0.44% | −8,999−9.8% | Reduced |
| Symphony Financial, Ltd. Co. | 85,002 | $14.4M | 3.39% | +32,527+62.0% | Added |
| Capital Counsel LLC | 82,612 | $14.4M | 0.69% | −226−0.3% | Reduced |
| Mattern Wealth Management LLC | 82,472 | $14.4M | 4.72% | −2,177−2.6% | Reduced |
| Bedel Financial Consulting, Inc. | 82,432 | $14.4M | 4.52% | −459−0.6% | Reduced |
| Duff & Phelps Investment Management Co | 82,340 | $14.4M | 0.17% | −3,140−3.7% | Reduced |
| Roberts Wealth Advisors, LLC | 82,408 | $14.4M | 5.63% | −976−1.2% | Reduced |
| TFG Advisers LLC | 82,184 | $14.3M | 6.58% | +225+0.3% | Added |
| Vanguard Capital Wealth Advisors | 82,042 | $14.3M | 10.24% | −1,014−1.2% | Reduced |
| Carmel Capital Management L.L.C. | 82,016 | $14.3M | 7.46% | +1,251+1.5% | Added |
| Twin Focus Capital Partners, LLC | 82,002 | $14.3M | 2.78% | +308+0.4% | Added |
| GPM Growth Investors, Inc. | 81,942 | $14.3M | 7.87% | +98+0.1% | Added |
| Knightsbridge Asset Management, LLC | 81,831 | $14.3M | 4.77% | +1,499+1.9% | Added |
| Davis-Rea Ltd. | 4,380 | $14.3M | 7.51% | −42,018−90.6% | Reduced |
| Nikulski Financial, Inc. | 81,540 | $14.2M | 6.02% | −1,518−1.8% | Reduced |
| Guardian Capital Advisors LP | 84,775 | $14.2M | 1.39% | −1,804−2.1% | Reduced |
| Hodges Capital Management Inc. | 81,375 | $14.2M | 1.13% | −6,763−7.7% | Reduced |
| Wealth Management Associates, Inc. | 81,235 | $14.2M | 8.05% | −1,714−2.1% | Reduced |
| Ellevest, Inc. | 81,009 | $14.1M | 1.19% | +15,785+24.2% | Added |
| Allied Investment Advisors, LLC | 80,740 | $14.1M | 4.59% | +2,243+2.9% | Added |
| Swarthmore Group Inc | 80,723 | $14.1M | 3.60% | −2,986−3.6% | Reduced |
| Atlas Brown,Inc. | 80,639 | $14.1M | 5.74% | +1,143+1.4% | Added |
| NVWM, LLC | 80,602 | $14.1M | 4.46% | +5,124+6.8% | Added |
| Titleist Asset Management, Ltd. | 80,447 | $14.0M | 2.87% | −2,811−3.4% | Reduced |