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 |
|---|---|---|---|---|---|
| Summit Wealth & Retirement Planning, Inc. | 26,064 | $3.57M | 1.32% | −3,611−12.2% | Reduced |
| Capital Wealth Alliance, LLC | 25,137 | $3.58M | 2.29% | +1,001+4.1% | Added |
| Exane Derivatives | 24,593 | $3.58M | 0.84% | +24,593 | New |
| Tributary Capital Management, LLC | 26,314 | $3.60M | 0.27% | −841−3.1% | Reduced |
| Private Harbour Investment Management & Counsel, LLC | 26,498 | $3.63M | 3.19% | −913−3.3% | Reduced |
| Quantitative Value Technologies, LLC | 26,512 | $3.63M | 5.98% | +6,520+32.6% | Added |
| WealthTrust Asset Management, LLC | 26,513 | $3.63M | 3.15% | +26,513 | New |
| Ninety One SA (PTY) Ltd | 26,575 | $3.64M | 1.33% | −2,520−8.7% | Reduced |
| Rational Advisors LLC | 26,607 | $3.64M | 0.43% | −16,289−38.0% | Reduced |
| BT Wealth Management LLC | 26,613 | $3.65M | 1.10% | −4,146−13.5% | Reduced |
| Ategra Capital Management, LLC | 26,634 | $3.65M | 1.86% | −477−1.8% | Reduced |
| Blankinship & Foster, LLC | 26,635 | $3.65M | 1.45% | +10.0% | Added |
| Fiducient Advisors LLC | 26,646 | $3.65M | 1.13% | −158−0.6% | Reduced |
| Altus Wealth Group LLC | 26,664 | $3.65M | 3.57% | −40−0.1% | Reduced |
| Meridian Wealth Partners, LLC | 26,663 | $3.65M | 0.85% | −62−0.2% | Reduced |
| Menard Financial Group LLC | 26,674 | $3.65M | 3.46% | +2,151+8.8% | Added |
| Jacobsen Capital Management | 26,682 | $3.65M | 1.86% | +1,073+4.2% | Added |
| C-J Advisory, Inc. | 26,681 | $3.65M | 1.96% | +16,167+153.8% | Added |
| Donoghue Forlines LLC | 26,698 | $3.66M | 0.68% | +684+2.6% | Added |
| Tandem Capital Management Corp | 26,708 | $3.66M | 2.30% | −132−0.5% | Reduced |
| Benjamin Edwards Inc | 26,755 | $3.66M | 2.52% | +2,176+8.9% | Added |
| Interchange Capital Partners, LLC | 26,864 | $3.68M | 5.69% | −4,382−14.0% | Reduced |
| Cookson Peirce & Co Inc | 26,876 | $3.68M | 0.23% | −112,339−80.7% | Reduced |
| Truvestments Capital LLC | 26,923 | $3.69M | 2.02% | −22,848−45.9% | Reduced |
| Reik & Co., LLC | 27,028 | $3.70M | 0.94% | +300+1.1% | Added |
| Terra Nova Asset Management LLC | 27,035 | $3.70M | 3.18% | −1,654−5.8% | Reduced |
| Loveless Wealth Management LLC | 27,109 | $3.71M | 2.26% | +694+2.6% | Added |
| Bramshill Investments, LLC | 27,128 | $3.71M | 0.28% | +7,956+41.5% | Added |
| Capital Advisory Group Advisory Services, LLC | 27,129 | $3.72M | 1.35% | −1,980−6.8% | Reduced |
| Midwest Wealth Management Inc. | 27,133 | $3.72M | 2.65% | +122+0.5% | Added |
| Gateway Advisory, LLC | 27,143 | $3.72M | 0.79% | −31,881−54.0% | Reduced |
| MBA Advisors LLC | 27,160 | $3.72M | 2.78% | −303−1.1% | Reduced |
| Verus Financial Partners, Inc. | 25,500 | $3.73M | 0.57% | −49−0.2% | Reduced |
| Windsor Capital Management, LLC | 27,221 | $3.73M | 1.23% | −1,681−5.8% | Reduced |
| AGF Investments LLC | 27,223 | $3.73M | 0.39% | −483−1.7% | Reduced |
| Syntal Capital Partners, LLC | 27,260 | $3.73M | 1.32% | +10.0% | Added |
| Financial Advisors Network, Inc. | 27,257 | $3.73M | 1.10% | +1,768+6.9% | Added |
| Gould Asset Management LLC | 27,299 | $3.74M | 1.06% | −424−1.5% | Reduced |
| Total Investment Management Inc | 27,316 | $3.74M | 0.65% | +19,689+258.1% | Added |
| Barton Investment Management | 27,340 | $3.74M | 0.31% | −200−0.7% | Reduced |
| MU Investments Co., Ltd. | 27,470 | $3.76M | 4.03% | 00.0% | Unchanged |
| Madison Wealth Partners, Inc | 27,523 | $3.77M | 2.16% | +5,573+25.4% | Added |
| High Pines Wealth Management, LLC | 27,621 | $3.78M | 2.85% | −14,358−34.2% | Reduced |
| Regis Management CO LLC | 27,660 | $3.79M | 0.64% | −864−3.0% | Reduced |
| Mountain Pacific Investment Advisers Inc | 27,700 | $3.79M | 0.24% | +70.0% | Added |
| G&S Capital LLC | 27,716 | $3.80M | 1.99% | +1,401+5.3% | Added |
| Pinkerton Retirement Specialists, LLC | 27,734 | $3.80M | 0.73% | −95−0.3% | Reduced |
| KFA Private Wealth Group, LLC | 27,775 | $3.80M | 2.08% | −453−1.6% | Reduced |
| Stewart Asset Management, LLC | 27,900 | $3.82M | 1.97% | −6,803−19.6% | Reduced |
| Alliance Wealth Management Group | 27,935 | $3.83M | 1.27% | +86+0.3% | Added |
| Regency Capital Management Inc. | 27,974 | $3.83M | 2.90% | +2,926+11.7% | Added |
| BigSur Wealth Management LLC | 27,976 | $3.83M | 1.73% | +5,250+23.1% | Added |
| Center for Financial Planning, Inc. | 28,060 | $3.84M | 0.95% | +1,073+4.0% | Added |
| HWG Holdings LP | 28,071 | $3.85M | 1.97% | −14,471−34.0% | Reduced |
| Beaton Management Co. Inc. | 28,098 | $3.85M | 2.45% | 00.0% | Unchanged |
| Thomas White International Ltd | 28,220 | $3.87M | 0.53% | 00.0% | Unchanged |
| Addison Capital Co | 28,225 | $3.87M | 1.89% | −28−0.1% | Reduced |
| Engrave Wealth Partners LLC | 28,232 | $3.87M | 1.17% | +2,091+8.0% | Added |
| Bassett Hargrove Investment Counsel, LLC | 28,333 | $3.88M | 5.78% | +28,333 | New |
| Martin Capital Partners, LLC | 28,371 | $3.89M | 1.97% | +86+0.3% | Added |
| Butensky & Cohen Financial Security, Inc | 28,373 | $3.89M | 1.54% | +324+1.2% | Added |
| Bell Bank | 28,542 | $3.91M | 0.52% | −23−0.1% | Reduced |
| ShoreHaven Wealth Partners, LLC | 28,555 | $3.91M | 2.10% | +87+0.3% | Added |
| Fortem Financial Group, LLC | 28,650 | $3.92M | 1.99% | −1,002−3.4% | Reduced |
| Dividend Assets Capital, LLC | 28,666 | $3.93M | 0.77% | −2,562−8.2% | Reduced |
| Mountain Capital Investment Advisors, Inc | 27,420 | $3.93M | 1.81% | −2,773−9.2% | Reduced |
| Valueworks LLC | 28,697 | $3.93M | 1.70% | −440−1.5% | Reduced |
| BEAM Asset Management, LLC | 28,696 | $3.93M | 3.39% | +1,094+4.0% | Added |
| Gilman Hill Asset Management, LLC | 28,708 | $3.93M | 1.01% | +272+1.0% | Added |
| Grant Street Asset Management, Inc. | 28,728 | $3.94M | 4.91% | −1,994−6.5% | Reduced |
| St. Clair Advisors, LLC | 28,740 | $3.94M | 2.95% | −824−2.8% | Reduced |
| Strategic Family Wealth Counselors, L.L.C. | 28,789 | $3.94M | 1.29% | +114+0.4% | Added |
| Weather Gauge Advisory, LLC | 28,800 | $3.94M | 4.59% | −793−2.7% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 28,814 | $3.95M | 0.30% | −439−1.5% | Reduced |
| Home Federal Bank of Tennessee | 28,871 | $3.95M | 1.43% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 28,924 | $3.96M | 2.37% | +86+0.3% | Added |
| Hudson Capital Management LLC | 28,962 | $3.97M | 1.64% | +348+1.2% | Added |
| Hanson & Doremus Investment Management | 34,347 | $3.98M | 1.19% | −644−1.8% | Reduced |
| Dimension Capital Management LLC | 29,051 | $3.98M | 0.87% | −1,900−6.1% | Reduced |
| Magnolia Capital Management Ltd | 29,116 | $3.99M | 3.84% | −5,614−16.2% | Reduced |
| Pensionmark Financial Group, LLC | 29,125 | $3.99M | 0.91% | +55+0.2% | Added |
| Redmond Asset Management, LLC | 29,127 | $3.99M | 1.17% | −70−0.2% | Reduced |
| Kalos Management, Inc. | 27,510 | $3.99M | 1.62% | −17,622−39.0% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 29,168 | $4.00M | 1.76% | −651−2.2% | Reduced |
| Fortis Capital Management LLC | 29,223 | $4.00M | 2.06% | +9,234+46.2% | Added |
| ERTS Wealth Advisors, LLC | 29,275 | $4.01M | 1.08% | +330+1.1% | Added |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 29,300 | $4.01M | 4.19% | +29,300 | New |
| S. R. Schill & Associates | 29,314 | $4.01M | 1.59% | +289+1.0% | Added |
| Silicon Hills Wealth Management, LLC | 29,347 | $4.02M | 3.12% | +277+1.0% | Added |
| Northeast Financial Group, Inc. | 29,385 | $4.02M | 2.63% | −423−1.4% | Reduced |
| Pineno Levin & Ford Asset Management, Inc. | 29,396 | $4.03M | 1.30% | +270+0.9% | Added |
| Rockbridge Investment Management, LCC | 29,455 | $4.03M | 0.68% | −2,660−8.3% | Reduced |
| McRae Capital Management Inc | 29,534 | $4.04M | 0.93% | −12,185−29.2% | Reduced |
| Brooks, Moore & Associates, Inc. | 29,533 | $4.04M | 2.58% | +58+0.2% | Added |
| Factorial Partners, LLC | 29,560 | $4.05M | 2.73% | 00.0% | Unchanged |
| Wade Financial Advisory, Inc | 29,640 | $4.06M | 2.23% | +8,659+41.3% | Added |
| Gainplan LLC | 29,526 | $4.06M | 1.60% | +12,711+75.6% | Added |
| Capital Advisors, Ltd. LLC | 29,716 | $4.07M | 0.73% | +1,402+5.0% | Added |
| Reitz Capital Advisors LLC | 29,752 | $4.08M | 2.88% | −185−0.6% | Reduced |
| Spectrum Wealth Advisory Group, LLC | 29,833 | $4.09M | 4.00% | −295−1.0% | Reduced |