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 |
|---|---|---|---|---|---|
| Wimmer Associates 1, LLC | 66,827 | $11.7M | 6.49% | −290.0% | Reduced |
| Trust Investment Advisors | 66,825 | $11.7M | 9.50% | −627−0.9% | Reduced |
| Capital International Ltd | 66,796 | $11.7M | 0.66% | −3,650−5.2% | Reduced |
| S.E.E.D. Planning Group LLC | 66,797 | $11.7M | 4.97% | −604−0.9% | Reduced |
| Spring Capital Management, LLC | 66,749 | $11.7M | 9.47% | +134+0.2% | Added |
| Consilium Wealth Advisory, LLC | 66,720 | $11.7M | 8.35% | −2,382−3.4% | Reduced |
| Iyo Bank, Ltd. | 66,690 | $11.6M | 3.44% | 00.0% | Unchanged |
| Montgomery Investment Management Inc | 66,660 | $11.6M | 3.98% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 66,658 | $11.6M | 1.75% | +1,804+2.8% | Added |
| DeDora Capital, Inc. | 66,574 | $11.6M | 4.70% | −1,930−2.8% | Reduced |
| Reynolds Investment Management, Inc. | 66,578 | $11.6M | 3.43% | +66,578 | New |
| Hall Laurie J Trustee | 66,516 | $11.6M | 4.46% | −625−0.9% | Reduced |
| Balyasny Asset Management LLC | 66,468 | $11.6M | 0.05% | +46,961+240.7% | Added |
| Abbot Financial Management, Inc. | 66,409 | $11.6M | 5.66% | −2,170−3.2% | Reduced |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 66,913 | $11.6M | 0.80% | 00.0% | Unchanged |
| Compton Wealth Advisory Group, LLC | 66,295 | $11.6M | 4.46% | +3,485+5.5% | Added |
| Stolper Co | 66,246 | $11.6M | 4.90% | −3,058−4.4% | Reduced |
| Bogart Wealth, LLC | 66,202 | $11.6M | 0.99% | −4,205−6.0% | Reduced |
| Roman Butler Fullerton & Co | 66,172 | $11.6M | 5.44% | +1,601+2.5% | Added |
| MA Private Wealth | 66,149 | $11.6M | 2.11% | +709+1.1% | Added |
| Harbor Advisory Corp | 66,029 | $11.5M | 4.63% | −2,482−3.6% | Reduced |
| Riverbridge Partners LLC | 65,925 | $11.5M | 0.13% | 00.0% | Unchanged |
| Investment Partners, Ltd. | 65,905 | $11.5M | 4.87% | −100.0% | Reduced |
| Reliant Investment Management, LLC | 65,887 | $11.5M | 5.90% | −13,608−17.1% | Reduced |
| Cladis Investment Advisory, LLC | 65,861 | $11.5M | 9.31% | −100−0.2% | Reduced |
| Aevitas Wealth Management, Inc. | 65,740 | $11.5M | 7.02% | −4,524−6.4% | Reduced |
| St. Johns Investment Management Company, LLC | 65,721 | $11.5M | 6.11% | −1,387−2.1% | Reduced |
| Riggs Asset Managment Co. Inc. | 65,508 | $11.4M | 3.35% | −9,347−12.5% | Reduced |
| NWK Group, Inc. | 65,492 | $11.4M | 6.17% | +110.0% | Added |
| Flynn Zito Capital Management, LLC | 65,397 | $11.4M | 9.70% | −881−1.3% | Reduced |
| Walleye Trading LLC | 65,383 | $11.4M | 0.23% | −716,675−91.6% | Reduced |
| Shulman DeMeo Asset Management LLC | 65,312 | $11.4M | 3.16% | −1,146−1.7% | Reduced |
| Beecher Investors Inc | 65,310 | $11.4M | 13.21% | −1,100−1.7% | Reduced |
| Windsor Group LTD | 67,043 | $11.4M | 2.11% | +10,673+18.9% | Added |
| Delta Investment Management, LLC | 65,133 | $11.4M | 3.37% | −333−0.5% | Reduced |
| Fairhaven Wealth Management, LLC | 65,030 | $11.4M | 4.61% | +1,467+2.3% | Added |
| Finer Wealth Management, Inc. | 64,959 | $11.3M | 9.26% | +46+0.1% | Added |
| Benjamin Edwards Inc | 64,910 | $11.3M | 3.29% | +8,071+14.2% | Added |
| WealthShield Partners, LLC | 64,874 | $11.3M | 1.81% | −34,645−34.8% | Reduced |
| Global Trust Asset Management, LLC | 64,781 | $11.3M | 4.70% | +3,302+5.4% | Added |
| Arkfeld Wealth Strategies, L.L.C. | 67,443 | $11.3M | 7.31% | −2,036−2.9% | Reduced |
| Towercrest Capital Management | 64,737 | $11.3M | 2.20% | +875+1.4% | Added |
| Insight Wealth Strategies, LLC | 64,552 | $11.3M | 1.66% | +1,195+1.9% | Added |
| Harbour Investment Management LLC | 64,545 | $11.3M | 5.48% | −2,151−3.2% | Reduced |
| Portland Hill Asset Management Ltd | 64,384 | $11.2M | 10.20% | −1,581−2.4% | Reduced |
| Settian Capital LP | 64,200 | $11.2M | 10.82% | 00.0% | Unchanged |
| Brooktree Capital Management | 64,160 | $11.2M | 7.30% | −15,590−19.5% | Reduced |
| Relyea Zuckerberg Hanson LLC | 65,726 | $11.2M | 3.67% | +5,363+8.9% | Added |
| Morton Capital Management LLC | 64,054 | $11.2M | 4.59% | −593−0.9% | Reduced |
| Capital Performance Advisors LLP | 64,052 | $11.2M | 6.38% | +2,372+3.8% | Added |
| Stansberry Asset Management, LLC | 64,034 | $11.2M | 1.98% | +1,558+2.5% | Added |
| Founders Capital Management | 62,769 | $11.1M | 7.15% | 00.0% | Unchanged |
| Citizens & Northern Corp | 63,787 | $11.1M | 4.12% | −744−1.2% | Reduced |
| Cypress Capital, LLC | 63,785 | $11.1M | 1.37% | −5,002−7.3% | Reduced |
| Game Plan Financial Advisors, LLC | 63,740 | $11.1M | 6.64% | −1,585−2.4% | Reduced |
| Barings LLC | 63,706 | $11.1M | 0.33% | −20,849−24.7% | Reduced |
| Atticus Wealth Management, LLC | 63,635 | $11.1M | 4.06% | +10,343+19.4% | Added |
| Fernwood Investment Management, LLC | 63,611 | $11.1M | 3.90% | −2,106−3.2% | Reduced |
| Jupiter Wealth Management LLC | 63,612 | $11.1M | 6.95% | 00.0% | Unchanged |
| IMS Capital Management | 63,605 | $11.1M | 5.85% | +472+0.7% | Added |
| Sturgeon Ventures LLP | 63,597 | $11.1M | 5.99% | +22,605+55.1% | Added |
| Blue Edge Capital, LLC | 63,577 | $11.1M | 2.22% | +124+0.2% | Added |
| Interactive Financial Advisors | 63,544 | $11.1M | 5.21% | +18,546+41.2% | Added |
| Once Capital Management, LLC | 63,450 | $11.1M | 10.13% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 63,450 | $11.1M | 5.17% | +151+0.2% | Added |
| Arbor Investment Advisors, LLC | 63,446 | $11.1M | 2.11% | +7,101+12.6% | Added |
| Revolve Wealth Partners, LLC | 63,318 | $11.1M | 3.19% | +4,969+8.5% | Added |
| Hazlett, Burt & Watson, Inc. | 63,298 | $11.1M | 8.76% | +63,298 | New |
| Lavaca Capital LLC | 63,220 | $11.0M | 4.73% | −15,143−19.3% | Reduced |
| Headinvest, LLC | 63,153 | $11.0M | 2.11% | −968−1.5% | Reduced |
| Eastover Investment Advisors LLC | 63,082 | $11.0M | 5.81% | +3,666+6.2% | Added |
| Sugarloaf Wealth Management, LLC | 63,049 | $11.0M | 2.61% | +581+0.9% | Added |
| Highlander Capital Management, LLC | 63,014 | $11.0M | 5.15% | −498−0.8% | Reduced |
| Martin & Co Inc | 62,968 | $11.0M | 2.80% | −4,905−7.2% | Reduced |
| Cahill Financial Advisors Inc | 62,949 | $11.0M | 2.07% | −4,040−6.0% | Reduced |
| Blueprint Investment Partners LLC | 62,881 | $11.0M | 2.83% | +9,478+17.7% | Added |
| Charles Carroll Financial Partners, LLC | 62,745 | $11.0M | 11.35% | −5,408−7.9% | Reduced |
| RMR Wealth Builders | 62,603 | $10.9M | 2.34% | +8,623+16.0% | Added |
| Lloyd Park, LLC | 62,526 | $10.9M | 12.04% | −7,698−11.0% | Reduced |
| CWS Financial Advisors, LLC | 62,489 | $10.9M | 4.12% | −87−0.1% | Reduced |
| Clay Northam Wealth Management, LLC | 62,426 | $10.9M | 11.04% | +73+0.1% | Added |
| Excalibur Management Corp | 62,355 | $10.9M | 4.72% | −645−1.0% | Reduced |
| Keebeck Wealth Management, LLC | 62,343 | $10.9M | 1.80% | +1,831+3.0% | Added |
| Foundations Investment Advisors, LLC | 65,848 | $10.9M | 0.42% | +10,802+19.6% | Added |
| Burke & Herbert Bank & Trust Co | 62,259 | $10.9M | 6.91% | −4,304−6.5% | Reduced |
| LBMC Investment Advisors, LLC | 62,173 | $10.9M | 0.96% | +1,044+1.7% | Added |
| McMillion Capital Management Inc | 62,139 | $10.8M | 6.72% | −2,151−3.3% | Reduced |
| Sterling Investment Counsel, LLC | 62,107 | $10.8M | 7.31% | +3,368+5.7% | Added |
| Sage Rhino Capital LLC | 62,058 | $10.8M | 3.29% | −817−1.3% | Reduced |
| Strategy Asset Managers LLC | 62,060 | $10.8M | 2.34% | +29,606+91.2% | Added |
| Cambridge Advisors Inc. | 61,796 | $10.8M | 2.57% | −523−0.8% | Reduced |
| Legacy Financial Advisors, Inc. | 61,756 | $10.8M | 2.43% | −1,778−2.8% | Reduced |
| WealthBridge Capital Management, LLC | 61,585 | $10.8M | 4.02% | +512+0.8% | Added |
| Alhambra Investment Partners LLC | 61,574 | $10.8M | 7.11% | −2,657−4.1% | Reduced |
| Summit Financial Strategies, Inc. | 61,562 | $10.7M | 2.16% | +340+0.6% | Added |
| Kesler, Norman & Wride, LLC | 61,512 | $10.7M | 2.39% | +794+1.3% | Added |
| Sculati Wealth Management, LLC | 61,480 | $10.7M | 5.25% | +276+0.5% | Added |
| First Community Trust NA | 61,459 | $10.7M | 10.21% | −999−1.6% | Reduced |
| Stelac Advisory Services LLC | 61,453 | $10.7M | 3.86% | −52−0.1% | Reduced |
| Mycio Wealth Partners, LLC | 61,381 | $10.7M | 3.41% | 00.0% | Unchanged |