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; 6,150 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, 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 | 6,150 | $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 |
|---|---|---|---|---|---|
| Prelude Capital Management, LLC | 22,612 | $3.10M | 0.17% | +18,245+417.8% | Added |
| Shilanski & Associates, Inc. | 22,674 | $3.10M | 1.48% | −1,430−5.9% | Reduced |
| F3Logic, LLC | 22,712 | $3.11M | 0.38% | +273+1.2% | Added |
| KLCM Advisors, Inc. | 22,807 | $3.12M | 0.69% | −1,217−5.1% | Reduced |
| Alpha Family Trust | 22,850 | $3.13M | 0.99% | 00.0% | Unchanged |
| Ford Financial Group, LLC | 22,879 | $3.13M | 1.17% | −96−0.4% | Reduced |
| S.A. Mason LLC | 22,874 | $3.13M | 2.16% | −13−0.1% | Reduced |
| Capital Planning LLC | 22,901 | $3.14M | 1.33% | −1,486−6.1% | Reduced |
| Compass Capital Management, Inc | 22,930 | $3.14M | 0.24% | −1,440−5.9% | Reduced |
| St. Louis Trust Co | 22,964 | $3.15M | 0.78% | −25,004−52.1% | Reduced |
| Linden Rose Investment LLC | 22,979 | $3.15M | 3.17% | −2,706−10.5% | Reduced |
| Brendel Financial Advisors LLC | 22,992 | $3.15M | 1.73% | +2,156+10.3% | Added |
| Community Capital Management, Inc. | 23,000 | $3.15M | 3.19% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 23,075 | $3.16M | 1.06% | −1,069−4.4% | Reduced |
| Hennessy Advisors Inc | 23,075 | $3.16M | 0.18% | +61+0.3% | Added |
| Kohmann Bosshard Financial Services, LLC | 23,123 | $3.17M | 0.73% | −64−0.3% | Reduced |
| MEMBERS Trust Co | 23,129 | $3.17M | 0.10% | +1,252+5.7% | Added |
| John W. Brooker & Co., CPAs | 23,142 | $3.17M | 1.85% | +371+1.6% | Added |
| First Mercantile Trust Co | 23,190 | $3.18M | 0.38% | −1,150−4.7% | Reduced |
| Litman Gregory Asset Management LLC | 3,179 | $3.18M | 0.61% | −17,740−84.8% | Reduced |
| Richard P Slaughter Associates Inc | 23,271 | $3.19M | 1.23% | −584−2.4% | Reduced |
| Echo Wealth Management, LLC | 22,255 | $3.19M | 4.07% | −1,652−6.9% | Reduced |
| Hardy Reed LLC | 23,282 | $3.19M | 0.57% | −100−0.4% | Reduced |
| Point72 Hong Kong Ltd | 23,295 | $3.19M | 0.22% | +9,390+67.5% | Added |
| Alliance Wealth Advisors, LLC | 23,303 | $3.19M | 2.87% | +124+0.5% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 21,699 | $3.20M | 2.19% | +6,976+47.4% | Added |
| PAX Financial Group, LLC | 23,450 | $3.21M | 0.81% | +486+2.1% | Added |
| Human Investing LLC | 23,499 | $3.22M | 0.78% | −1,091−4.4% | Reduced |
| Verity Asset Management, Inc. | 23,507 | $3.22M | 1.76% | +2,006+9.3% | Added |
| Wrapmanager Inc | 23,510 | $3.22M | 0.83% | +202+0.9% | Added |
| UBP Investment Advisors SA | 23,475 | $3.22M | 1.19% | +7,036+42.8% | Added |
| Financial Advisors, LLC | 23,532 | $3.22M | 1.13% | −2,489−9.6% | Reduced |
| Epiq Partners, LLC | 23,568 | $3.23M | 1.62% | +120+0.5% | Added |
| Scharf Investments, LLC | 23,566 | $3.23M | 0.10% | +3,134+15.3% | Added |
| Liberty One Investment Management, LLC | 23,608 | $3.23M | 0.55% | +10.0% | Added |
| ETF Managers Group, LLC | 23,820 | $3.25M | 0.05% | −23,666−49.8% | Reduced |
| Paradigm, Strategies in Wealth Management, LLC | 23,710 | $3.25M | 2.92% | +2,115+9.8% | Added |
| Monticello Wealth Management, LLC | 23,721 | $3.25M | 0.31% | −4,120−14.8% | Reduced |
| Sterling Investment Management, Inc. | 23,743 | $3.25M | 2.13% | −951−3.9% | Reduced |
| AlphaCore Capital LLC | 23,760 | $3.25M | 1.74% | +6,210+35.4% | Added |
| C Partners Holding GmbH | 23,783 | $3.26M | 0.68% | 00.0% | Unchanged |
| Well Done, LLC | 25,578 | $3.26M | 0.72% | +1,900+8.0% | Added |
| Pettinga Financial Advisors, LLC | 23,797 | $3.26M | 0.87% | −80−0.3% | Reduced |
| Element Pointe Advisors, LLC | 22,425 | $3.26M | 0.99% | +3,970+21.5% | Added |
| Townsend & Associates, Inc | 22,587 | $3.26M | 1.91% | +1,885+9.1% | Added |
| ICW Investment Advisors LLC | 23,864 | $3.27M | 2.13% | −91−0.4% | Reduced |
| Pinnacle Holdings, LLC | 23,940 | $3.28M | 1.51% | −14−0.1% | Reduced |
| Cidel Asset Management Inc | 23,968 | $3.28M | 0.13% | +320+1.4% | Added |
| Eldridge Investment Advisors, Inc. | 23,994 | $3.29M | 1.19% | −420−1.7% | Reduced |
| Colton Groome Financial Advisors, LLC | 24,043 | $3.29M | 1.51% | +22,065+1,115.5% | Added |
| Managed Account Services Inc | 24,054 | $3.29M | 0.79% | +143+0.6% | Added |
| Monument Capital Management | 24,088 | $3.30M | 1.14% | +1,897+8.5% | Added |
| Brandywine Global Investment Management, LLC | 24,101 | $3.30M | 0.02% | −28,700−54.4% | Reduced |
| Selective Wealth Management, Inc. | 24,131 | $3.31M | 2.63% | +8,123+50.7% | Added |
| Boit C F David | 24,130 | $3.31M | 2.52% | +24,130 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 24,145 | $3.31M | 2.29% | +413+1.7% | Added |
| Thornburg Investment Management Inc | 24,214 | $3.32M | 0.04% | −4,341−15.2% | Reduced |
| Red Cedar Investment Management, LLC | 24,228 | $3.32M | 0.44% | −10,767−30.8% | Reduced |
| Peavine Capital, LLC | 24,360 | $3.34M | 0.69% | −112−0.5% | Reduced |
| Paragon Capital Management Ltd | 24,360 | $3.34M | 1.56% | −35−0.1% | Reduced |
| VisionPoint Advisory Group, LLC | 24,415 | $3.34M | 1.49% | −20,030−45.1% | Reduced |
| Altman Advisors, Inc. | 22,912 | $3.35M | 1.89% | +1,343+6.2% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 24,462 | $3.35M | 0.03% | +23,829+3,764.5% | Added |
| Fiduciary Planning LLC | 24,482 | $3.35M | 2.90% | −8,625−26.1% | Reduced |
| Diversified Portfolios, Inc. | 24,504 | $3.36M | 1.26% | +2,532+11.5% | Added |
| Pasadena Private Wealth, LLC | 24,616 | $3.37M | 1.15% | +279+1.1% | Added |
| Simplex Trading, LLC | 24,700 | $3.38M | 0.12% | −17,055−40.8% | Reduced |
| Palumbo Wealth Management LLC | 24,716 | $3.38M | 2.27% | −261−1.0% | Reduced |
| New World Advisors LLC | 24,716 | $3.38M | 2.27% | +531+2.2% | Added |
| Dohj, LLC | 24,733 | $3.39M | 1.78% | −1,462−5.6% | Reduced |
| Beirne Wealth Consulting Services, LLC | 24,736 | $3.39M | 1.86% | −214−0.9% | Reduced |
| Campbell Wealth Management | 24,764 | $3.39M | 0.46% | −117−0.5% | Reduced |
| Quattro Financial Advisors LLC | 23,034 | $3.40M | 0.91% | +4,750+26.0% | Added |
| Lantz Financial LLC | 24,840 | $3.40M | 1.75% | −185−0.7% | Reduced |
| Perpetual Investment Management Ltd | 24,888 | $3.41M | 0.48% | +2,079+9.1% | Added |
| Oxinas Partners Wealth Management LLC | 24,903 | $3.41M | 1.95% | +1,281+5.4% | Added |
| Prudent Man Advisors, LLC | 24,932 | $3.42M | 1.32% | −59−0.2% | Reduced |
| Accel Wealth Management | 24,933 | $3.42M | 2.26% | +180+0.7% | Added |
| Moore Capital Management, LP | 25,000 | $3.42M | 0.06% | −39,798−61.4% | Reduced |
| MYDA Advisors LLC | 25,000 | $3.42M | 0.95% | +25,000 | New |
| Optimal Asset Management, Inc. | 25,220 | $3.45M | 0.41% | 00.0% | Unchanged |
| Weik Capital Management | 25,255 | $3.46M | 1.35% | +2,655+11.7% | Added |
| BCS Wealth Management | 25,268 | $3.46M | 1.84% | +2,243+9.7% | Added |
| Trellis Advisors, LLC | 25,294 | $3.46M | 1.80% | −541−2.1% | Reduced |
| Novak Financial Planning, LLC | 25,346 | $3.47M | 1.70% | −89−0.3% | Reduced |
| Cardinal Strategic Wealth Guidance | 25,425 | $3.48M | 1.83% | −596−2.3% | Reduced |
| Aspen Investment Management Inc | 25,409 | $3.48M | 1.82% | +165+0.7% | Added |
| Eads & Heald Wealth Management | 25,416 | $3.48M | 1.70% | −1,132−4.3% | Reduced |
| Summit Financial Group Inc | 25,426 | $3.48M | 1.30% | +100+0.4% | Added |
| Aveo Capital Partners, LLC | 25,453 | $3.49M | 0.77% | +554+2.2% | Added |
| Strategic Capital Advisers, Inc. | 25,460 | $3.49M | 2.88% | +423+1.7% | Added |
| Affinity Wealth Management LLC | 23,998 | $3.49M | 0.69% | +37+0.2% | Added |
| Everhart Financial Group, Inc. | 25,763 | $3.53M | 2.43% | +11,913+86.0% | Added |
| Roanoke Asset Management Corp | 25,853 | $3.54M | 1.23% | +5,790+28.9% | Added |
| Kempen Capital Management N.V. | 28,468 | $3.54M | 0.13% | +28,169+9,421.1% | Added |
| Total Clarity Wealth Management, Inc. | 25,920 | $3.55M | 1.98% | +237+0.9% | Added |
| Balentine LLC | 25,984 | $3.56M | 0.14% | −7,744−23.0% | Reduced |
| WESCAP Management Group, Inc. | 26,010 | $3.56M | 1.03% | −320−1.2% | Reduced |
| Opal Wealth Advisors, LLC | 26,021 | $3.56M | 3.32% | +5,177+24.8% | Added |
| Wellspring Financial Advisors, LLC | 26,051 | $3.57M | 1.12% | +19,546+300.5% | Added |