Skip to main content

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 2021

Institutional positions in Apple Inc. as of Mar 31, 2021. 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
3,855
No complete 13F data for Q4 2020
Shares held
9.60B
No complete 13F data for Q4 2020
Total value
$1.17T
No complete 13F data for Q4 2020

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.

Institutional holdersQ1 2021: 3,855 institutions
Q1 2021: 3,855 institutionsQ2 2021: 3,879 institutionsQ3 2021: 3,859 institutionsQ4 2021: 4,404 institutionsQ1 2022: 4,391 institutionsQ2 2022: 4,340 institutionsQ3 2022: 4,347 institutionsQ4 2022: 4,556 institutionsQ1 2023: 4,525 institutionsQ2 2023: 4,595 institutionsQ3 2023: 4,619 institutionsQ4 2023: 4,977 institutionsQ1 2024: 5,024 institutionsQ2 2024: 5,133 institutionsQ3 2024: 5,106 institutionsQ4 2024: 5,672 institutionsQ1 2025: 5,608 institutionsQ2 2025: 5,600 institutionsQ3 2025: 5,617 institutionsQ4 2025: 6,131 institutionsQ1 2026: 6,135 institutionsQ2 2026: 6,151 institutions
Value heldQ1 2021: $1.17T
Q1 2021: $1.17TQ2 2021: $1.31TQ3 2021: $1.34TQ4 2021: $1.69TQ1 2022: $1.66TQ2 2022: $1.28TQ3 2022: $1.29TQ4 2022: $1.21TQ1 2023: $1.55TQ2 2023: $1.82TQ3 2023: $1.60TQ4 2023: $1.81TQ1 2024: $1.61TQ2 2024: $1.98TQ3 2024: $2.17TQ4 2024: $2.36TQ1 2025: $2.08TQ2 2025: $1.93TQ3 2025: $2.35TQ4 2025: $2.61TQ1 2026: $2.40TQ2 2026: $2.80T
Institutions holding AAPL and their total value by quarter
QuarterHoldersValue
Q2 20266,151$2.80T
Q1 20266,135$2.40T
Q4 20256,131$2.61T
Q3 20255,617$2.35T
Q2 20255,600$1.93T
Q1 20255,608$2.08T
Q4 20245,672$2.36T
Q3 20245,106$2.17T
Q2 20245,133$1.98T
Q1 20245,024$1.61T
Q4 20234,977$1.81T
Q3 20234,619$1.60T
Q2 20234,595$1.82T
Q1 20234,525$1.55T
Q4 20224,556$1.21T
Q3 20224,347$1.29T
Q2 20224,340$1.28T
Q1 20224,391$1.66T
Q4 20214,404$1.69T
Q3 20213,859$1.34T
Q2 20213,879$1.31T
Q1 20213,855$1.17T

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Apple Inc..

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding AAPL in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Lester Murray Antman dba SimplyRich113,002$13.8M5.48%––
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.112,930$13.8M2.83%––
Marietta Wealth Management, LLC112,892$13.8M3.44%––
Bollard Group LLC112,853$13.8M0.48%––
Simmons Bank112,793$13.8M1.04%––
O'Dell Group, LLC112,692$13.8M4.82%––
Kistler-Tiffany Companies, LLC112,656$13.8M3.55%––
Trust Co of Oklahoma112,555$13.7M4.94%––
Little House Capital LLC112,550$13.7M4.86%––
Harrell Investment Partners, LLC112,550$13.7M4.86%––
Carolinas Wealth Consulting LLC80,042$13.7M3.34%––
Livingston Group Asset Management CO (operating as Southport Capital Management)112,477$13.7M3.61%––
Bordeaux Wealth Advisors LLC112,027$13.7M9.49%––
Grandview Asset Management LLC111,960$13.7M7.28%––
Qtron Investments LLC111,936$13.7M3.82%––
EFG Asset Management (Americas) Corp.111,538$13.7M2.79%––
Acorn Financial Advisory Services Inc110,777$13.7M4.99%––
San Francisco Sentry Investment Group (Ca)111,598$13.6M5.80%––
Wills Financial Group, Inc.111,479$13.6M6.61%––
Sowa Financial Group, Inc.111,477$13.6M9.60%––
Taylor Hoffman Wealth Management111,466$13.6M6.23%––
Gardner Lewis Asset Management L P110,840$13.5M2.43%––
ProVise Management Group, LLC110,785$13.5M1.46%––
Golden State Wealth Management, LLC110,678$13.5M4.46%––
Jefferies Group LLC110,618$13.5M0.32%––
Edge Capital Group, LLC110,517$13.5M1.13%––
Sterneck Capital Management, LLC110,554$13.5M9.43%––
Duncker Streett & Co Inc110,510$13.5M2.57%––
Cardan Capital Partners, LLC110,314$13.5M1.62%––
Barings LLC110,310$13.5M0.33%––
1776 Wealth LLC114,538$13.5M8.54%––
Old Second National Bank of Aurora110,010$13.4M3.75%––
Union Heritage Capital, LLC110,000$13.4M6.69%––
NBW Capital LLC109,915$13.4M3.70%––
Hikari Tsushin, Inc.109,810$13.4M1.80%––
Family Management Corp109,749$13.4M4.21%––
SFE Investment Counsel109,738$13.4M3.90%––
Grove Bank & Trust109,719$13.4M3.15%––
Patten Group, Inc.109,633$13.4M4.29%––
Paulson Wealth Management Inc.99,431$13.4M6.64%––
Elk River Wealth Management, LLC109,414$13.4M3.81%––
American National Registered Investment Advisor, Inc.109,138$13.3M5.16%––
Duff & Phelps Investment Management Co109,115$13.3M0.18%––
Capital Planning Advisors, LLC108,857$13.3M2.98%––
Osher Van de Voorde Investment Management108,834$13.3M3.40%––
BFSG, LLC108,760$13.3M2.15%––
Prestige Wealth Management Group LLC108,660$13.3M3.63%––
Bingham Osborn & Scarborough LLC108,345$13.2M1.00%––
Roberts Glore & Co Inc108,308$13.2M4.14%––
BFT Financial Group, LLC108,209$13.2M3.75%––
CoreFirst Bank & Trust108,062$13.2M9.07%––
Smith Anglin Financial, LLC107,937$13.2M2.85%––
Westhampton Capital, LLC107,857$13.2M9.10%––
Optiver Holding B.V.107,899$13.2M1.54%––
F/M Investments LLC107,799$13.2M10.40%––
Ibex Wealth Advisors107,689$13.2M3.24%––
Halbert Hargrove Global Advisors, LLC107,655$13.2M0.95%––
Regent Peak Wealth Advisors LLC107,592$13.1M4.32%––
Grandfield & Dodd, LLC107,506$13.1M0.98%––
Catalyst Capital Advisors LLC107,014$13.1M0.73%––
Pinnacle Family Advisors, LLC106,908$13.1M6.85%––
Pekin Hardy Strauss, Inc.106,787$13.0M2.06%––
Rbo & Co LLC106,756$13.0M2.38%––
Pegasus Asset Management, Inc.106,533$13.0M6.60%––
Vishria Bird Financial Group, LLC106,465$13.0M7.18%––
Essex Savings Bank107,240$13.0M5.70%––
Anchor Investment Management, LLC106,451$13.0M1.98%––
Synergy Financial Management, LLC106,445$13.0M3.89%––
Garde Capital, Inc.106,310$13.0M1.50%––
Curbstone Financial Management Corp106,201$13.0M2.59%––
Asset Management Group, Inc.105,896$12.9M2.80%––
Chatham Capital Group, Inc.105,530$12.9M2.70%––
Vestmark Advisory Solutions, Inc.105,386$12.9M1.14%––
Centric Wealth Management105,056$12.8M3.67%––
Aries Wealth Management97,173$12.8M5.76%––
TCI Wealth Advisors, Inc.104,944$12.8M5.79%––
Bank of Nova Scotia Trust Co104,934$12.8M1.23%––
Consolidated Investment Group LLC104,828$12.8M2.81%––
RKL Wealth Management LLC104,669$12.8M1.71%––
Cordatus Wealth Management LLC104,575$12.8M4.90%––
Main Street Financial Solutions, LLC104,287$12.7M2.27%––
Financial Partners Group, Inc104,097$12.7M3.61%––
RSM US Wealth Management LLC104,076$12.7M0.81%––
Venturi Wealth Management, LLC104,061$12.7M1.21%––
Employers Holdings, Inc.103,868$12.7M7.48%––
Icon Wealth Partners, LLC103,678$12.7M1.59%––
AIMZ Investment Advisors, LLC103,317$12.6M6.18%––
Pegasus Partners Ltd.103,311$12.6M2.76%––
Lakeview Capital Partners, LLC103,206$12.6M5.41%––
Isthmus Partners, LLC103,211$12.6M2.31%––
Hedeker Wealth, LLC103,081$12.6M4.42%––
Jeppson Wealth Management, LLC103,040$12.6M7.48%––
Strategic Financial Services, Inc,102,958$12.6M1.06%––
Phoenix Holdings Ltd.103,040$12.6M0.28%––
Commerzbank Aktiengesellschaft102,892$12.6M0.86%––
Keeler Thomas Management LLC102,823$12.6M6.62%––
Asset Management Corp10,271$12.6M8.68%––
Calton & Associates, Inc.102,680$12.5M2.44%––
WoodTrust Financial Corp101,736$12.4M3.66%––
Origin Asset Management LLP101,648$12.4M1.27%––