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 7 sales; 6,149 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, Q2 2021
Institutional positions in Apple Inc. as of Jun 30, 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
- 3,879
- +74 vs. Q1 2021
- Shares held
- 9.53B
- −23.6M (−0.2%) vs. Q1 2021
- Total value
- $1.31T
- +$140.9B (+12.1%) vs. Q1 2021
- New holders
- 159
- 1,657 more added
- Sold out
- 85
- 1,800 more reduced
50 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 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 | 6,149 | $2.80T |
| Q1 2026 | 6,134 | $2.40T |
| Q4 2025 | 6,130 | $2.61T |
| Q3 2025 | 5,616 | $2.35T |
| Q2 2025 | 5,599 | $1.93T |
| Q1 2025 | 5,607 | $2.08T |
| Q4 2024 | 5,671 | $2.36T |
| Q3 2024 | 5,105 | $2.17T |
| Q2 2024 | 5,132 | $1.98T |
| Q1 2024 | 5,023 | $1.61T |
| Q4 2023 | 4,976 | $1.81T |
| Q3 2023 | 4,618 | $1.60T |
| Q2 2023 | 4,594 | $1.82T |
| Q1 2023 | 4,524 | $1.55T |
| Q4 2022 | 4,555 | $1.21T |
| Q3 2022 | 4,346 | $1.29T |
| Q2 2022 | 4,339 | $1.28T |
| Q1 2022 | 4,390 | $1.66T |
| Q4 2021 | 4,402 | $1.69T |
| Q3 2021 | 3,859 | $1.34T |
| Q2 2021 | 3,879 | $1.31T |
| Q1 2021 | 3,855 | $1.17T |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Apple Inc.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Farmers National Bank | 97,119 | $0 | – | +3,009+3.2% | Added |
| Berkshire Capital Holdings Inc | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 11 | $2.00K | 0.05% | −1−8.3% | Reduced |
| Tennessee Valley Asset Management Partners | 23,575 | $3.00K | 1.42% | −24,304−50.8% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 22 | $3.00K | 0.00% | +5+29.4% | Added |
| Cloverfields Capital Group, LP | 28 | $4.00K | 0.00% | +28 | New |
| Arcadia Investment Advisors LLC | 56 | $7.67K | 0.00% | +56 | New |
| First Command Advisory Services, Inc. | 56 | $8.00K | 0.00% | −74−56.9% | Reduced |
| USA Financial Portformulas Corp | 81 | $11.0K | 0.01% | +15+22.7% | Added |
| Emerson Wealth Management, LLC | 88 | $12.0K | 0.01% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 1,731,906 | $12.6K | 0.49% | +1,718,696+13,010.6% | Added |
| Rothschild & Co Wealth Management UK Ltd | 96 | $13.0K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 97 | $14.0K | 0.00% | 00.0% | Unchanged |
| Globeflex Capital L P | 172 | $24.0K | 0.00% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 200 | $27.0K | 0.02% | +200 | New |
| Advocacy Wealth Management Services, LLC | 207 | $28.0K | 0.01% | 00.0% | Unchanged |
| Clear Perspectives Financial Planning, LLC | 204 | $28.0K | 0.01% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 225 | $30.0K | 0.00% | −4,861−95.6% | Reduced |
| Milestone Resources Group Ltd | 216 | $30.0K | 0.00% | +79+57.7% | Added |
| Wells Financial Advisors INC | 250 | $34.0K | 0.03% | 00.0% | Unchanged |
| Disciplina Capital Management LLC | 256 | $35.0K | 0.01% | +42+19.6% | Added |
| Lountzis Asset Management, LLC | 284 | $38.0K | 0.02% | 00.0% | Unchanged |
| Hoese & Co LLP | 307 | $42.0K | 0.05% | +107+53.5% | Added |
| Monumental Financial Group Inc. | 339 | $46.0K | 0.04% | −6,275−94.9% | Reduced |
| Navigation Wealth Management, Inc. | 394 | $54.0K | 0.05% | 00.0% | Unchanged |
| NuWave Investment Management, LLC | 414 | $57.0K | 0.06% | −6,355−93.9% | Reduced |
| Sage Financial Group Inc | 492 | $67.0K | 0.01% | 00.0% | Unchanged |
| Estate Counselors, LLC | 501 | $68.0K | 0.01% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 576 | $79.0K | 0.06% | +492+585.7% | Added |
| Cutler Group LP | 698 | $95.0K | 0.01% | −1,326−65.5% | Reduced |
| Lion Street Advisors, LLC | 700 | $95.9K | 3.48% | −2,845−80.3% | Reduced |
| Halpern Financial, Inc. | 719 | $98.5K | 0.05% | 00.0% | Unchanged |
| Ironwood Wealth Management, LLC. | 734 | $100.0K | 0.06% | +203+38.2% | Added |
| Geo Capital Gestora de Recursos Ltd | 779 | $107.0K | 0.05% | +124+18.9% | Added |
| Lloyd Advisory Services, LLC. | 786 | $108.0K | 0.05% | +23+3.0% | Added |
| Parallax Volatility Advisers, L.P. | 794 | $109.0K | 0.00% | −1,797,073−100.0% | Reduced |
| Cordant, Inc. | 805 | $110.0K | 0.07% | +302+60.0% | Added |
| Strategic Point Investment Advisors, LLC | 1,044 | $143.0K | 0.03% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 1,075 | $147.0K | 0.06% | −87−7.5% | Reduced |
| Magellan Asset Management Ltd | 1,076 | $147.0K | 0.00% | +165+18.1% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 1,087 | $149.0K | 0.00% | +468+75.6% | Added |
| Alpha Paradigm Partners, LLC | 1,197 | $164.0K | 0.06% | +1,197 | New |
| EMC Capital Management | 1,227 | $179.0K | 0.10% | +2+0.2% | Added |
| Capco Asset Management, LLC | 1,448 | $198.0K | 0.06% | 00.0% | Unchanged |
| Truehand, Inc | 1,460 | $200.0K | 0.12% | 00.0% | Unchanged |
| Brookmont Capital Management | 1,469 | $201.0K | 0.12% | +1,469 | New |
| GW&K Investment Management, LLC | 1,473 | $202.0K | 0.00% | +1,073+268.3% | Added |
| Cannon Financial Strategists, Inc. | 1,480 | $202.7K | 0.08% | +1,480 | New |
| Financial Management Concepts Corp | 1,411 | $204.0K | 0.17% | +1,411 | New |
| Silphium Asset Management Ltd | 1,500 | $205.4K | 0.08% | +1,500 | New |
| McCarthy Grittinger Financial Group, LLC | 1,501 | $205.6K | 0.09% | 00.0% | Unchanged |
| Navis Wealth Advisors, LLC | 1,517 | $208.0K | 0.17% | −588−27.9% | Reduced |
| Harvest Management LLC | 1,520 | $208.0K | 0.16% | +1,520 | New |
| Mawer Investment Management Ltd. | 1,520 | $208.0K | 0.00% | +1,520 | New |
| O'Keefe Stevens Advisory, Inc. | 1,520 | $208.0K | 0.11% | +1,520 | New |
| Value Partners Investments Inc. | 1,521 | $208.0K | 0.02% | +1,521 | New |
| Adirondack Research & Management Inc. | 1,540 | $211.0K | 0.25% | +1,540 | New |
| Perritt Capital Management Inc | 1,580 | $216.0K | 0.11% | +1,580 | New |
| Pacific Wealth Management | 1,580 | $216.0K | 0.18% | +1,580 | New |
| Citadel Investment Advisory, Inc. | 1,600 | $219.0K | 0.14% | 00.0% | Unchanged |
| Svenska Handelsbanken AB (publ) | 1,600 | $219.0K | 1.30% | +1,600 | New |
| Unison Advisors LLC | 1,610 | $220.0K | 0.04% | +1,610 | New |
| Corepath Wealth Partners LLC | 1,517 | $222.0K | 0.17% | −105−6.5% | Reduced |
| Legacy Capital Wealth Partners, LLC | 1,628 | $223.0K | 0.12% | +1,628 | New |
| Yorktown Management & Research Co Inc | 1,650 | $226.0K | 0.18% | 00.0% | Unchanged |
| Cornerstone Management, Inc. | 1,660 | $227.4K | 0.06% | −20−1.2% | Reduced |
| FAI Wealth Management | 4,672 | $228.0K | 0.19% | +2,804+150.1% | Added |
| Gabelli & Co Investment Advisers, Inc. | 1,670 | $229.0K | 0.03% | +1,670 | New |
| Stuart Chaussee & Associates, Inc. | 1,694 | $232.0K | 0.10% | −1,456−46.2% | Reduced |
| Hapanowicz & Associates Financial Services, Inc | 1,694 | $232.0K | 0.10% | 00.0% | Unchanged |
| Deane Retirement Strategies, Inc. | 1,704 | $233.0K | 0.13% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 1,727 | $235.0K | 0.19% | −349−16.8% | Reduced |
| Randolph Co Inc | 1,720 | $236.0K | 0.03% | 00.0% | Unchanged |
| Prairiewood Capital, LLC | 1,740 | $238.0K | 0.20% | 00.0% | Unchanged |
| Probabilities Fund Management, LLC | 1,760 | $241.0K | 0.61% | 00.0% | Unchanged |
| Prentiss Smith & Co Inc | 1,800 | $247.0K | 0.12% | 00.0% | Unchanged |
| Empowered Funds, LLC | 1,822 | $250.0K | 0.03% | +1,822 | New |
| Ironwood Investment Management LLC | 1,836 | $251.0K | 0.13% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 1,848 | $253.0K | 0.08% | +100+5.7% | Added |
| Echo Street Capital Management LLC | 1,861 | $255.0K | 0.00% | −4,099−68.8% | Reduced |
| AF Advisors, Inc. | 1,866 | $256.0K | 0.13% | +1+0.1% | Added |
| Wilkins Investment Counsel Inc | 1,882 | $258.0K | 0.06% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 1,882 | $258.0K | 0.16% | 00.0% | Unchanged |
| Capital CS Group, LLC | 1,914 | $262.0K | 0.21% | −16−0.8% | Reduced |
| Tranquilli Financial Advisor LLC | 1,928 | $264.0K | 0.20% | 00.0% | Unchanged |
| Verde Capital Management | 1,926 | $264.0K | 0.11% | +1,926 | New |
| Gladius Capital Management LP | 1,934 | $265.0K | 0.10% | −30,280−94.0% | Reduced |
| Laurel Wealth Planning LLC | 1,950 | $267.0K | 0.23% | 00.0% | Unchanged |
| Jasper Ridge Partners, L.P. | 1,977 | $271.0K | 0.01% | +1,977 | New |
| Vantis Investment Advisers L.P. | 2,000 | $274.0K | 0.34% | −64,200−97.0% | Reduced |
| Letko, Brosseau & Associates Inc | 2,000 | $274.0K | 0.00% | 00.0% | Unchanged |
| Park Circle Co | 2,000 | $274.0K | 0.22% | 00.0% | Unchanged |
| Garrison Point Capital, LLC | 2,000 | $274.0K | 0.09% | 00.0% | Unchanged |
| Botty Investors LLC | 2,006 | $275.0K | 0.09% | +6+0.3% | Added |
| Financial Life Advisors | 2,043 | $280.0K | 0.12% | +2,043 | New |
| Smart Money Group LLC | 782 | $285.0K | 0.33% | −2,307−74.7% | Reduced |
| Knott David M | 2,100 | $288.0K | 0.11% | 00.0% | Unchanged |
| Motive Wealth Advisors | 2,110 | $289.0K | 0.21% | +2,110 | New |
| Sequent Asset Management, LLC | 2,118 | $290.0K | 0.17% | 00.0% | Unchanged |
| Peloton Wealth Strategists | 2,135 | $292.0K | 0.12% | +2,135 | New |