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; 6,150 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 | 6,135 | $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 | 4,403 | $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 |
|---|---|---|---|---|---|
| Rock Creek Group, LP | 29,860 | $4.09M | 0.61% | +8,063+37.0% | Added |
| tru Independence LLC | 29,913 | $4.10M | 1.21% | −16,497−35.5% | Reduced |
| Pin Oak Investment Advisors Inc | 29,963 | $4.10M | 4.18% | −741−2.4% | Reduced |
| Global Strategic Investment Solutions, LLC | 29,975 | $4.11M | 0.69% | −6,914−18.7% | Reduced |
| Summitry LLC | 30,041 | $4.11M | 0.26% | −3,034−9.2% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 30,084 | $4.12M | 2.30% | −3,884−11.4% | Reduced |
| NewSquare Capital LLC | 30,082 | $4.12M | 0.49% | +1,117+3.9% | Added |
| Edmonds Duncan Registered Investment Advisors, LLC | 30,112 | $4.12M | 1.28% | +53+0.2% | Added |
| Column Capital Advisors, LLC | 30,132 | $4.13M | 0.87% | −1,279−4.1% | Reduced |
| Garrett Wealth Advisory Group, LLC | 30,223 | $4.14M | 2.71% | −1,009−3.2% | Reduced |
| Intellectus Partners, LLC | 30,242 | $4.14M | 0.93% | +2,815+10.3% | Added |
| Bickling Financial Services, Inc. | 30,251 | $4.14M | 1.87% | +3,251+12.0% | Added |
| Wealth Quarterback LLC | 30,257 | $4.14M | 2.52% | +30,257 | New |
| Shay Capital LLC | 30,300 | $4.15M | 0.98% | +21,638+249.8% | Added |
| Landmark Financial Advisors, LLC | 30,420 | $4.17M | 1.99% | −188−0.6% | Reduced |
| Rosenbaum Jay D. | 30,463 | $4.17M | 6.91% | −924−2.9% | Reduced |
| D'Orazio & Associates, Inc. | 30,486 | $4.17M | 1.08% | +4,076+15.4% | Added |
| One Charles Private Wealth Services, LLC | 30,517 | $4.18M | 2.81% | +21,788+249.6% | Added |
| Heritage Wealth Management, LLC | 30,630 | $4.20M | 1.59% | +220+0.7% | Added |
| Burt Wealth Advisors | 30,634 | $4.20M | 1.52% | −184−0.6% | Reduced |
| CMC Financial Group | 30,680 | $4.20M | 2.39% | +220+0.7% | Added |
| Legacy Wealth Planning, LLC | 30,705 | $4.21M | 4.79% | +1,501+5.1% | Added |
| Legg Mason Asset Management (Japan) Co., Ltd. | 30,970 | $4.24M | 4.64% | −2,771−8.2% | Reduced |
| New Jersey Better Educational Savings Trust | 31,026 | $4.25M | 8.49% | 00.0% | Unchanged |
| Cooper/Haims Advisors, LLC | 31,069 | $4.25M | 2.79% | −1,539−4.7% | Reduced |
| Argent Advisors, Inc. | 31,122 | $4.26M | 2.59% | −10.0% | Reduced |
| Trinity Financial Advisors LLC | 31,132 | $4.26M | 2.99% | −1,435−4.4% | Reduced |
| Safeguard Investment Advisory Group, LLC | 31,224 | $4.28M | 3.05% | +973+3.2% | Added |
| Omnia Family Wealth, LLC | 31,229 | $4.28M | 2.74% | +212+0.7% | Added |
| LGL Partners, LLC | 31,260 | $4.28M | 2.56% | −2,588−7.6% | Reduced |
| Trust Co of Kansas | 31,300 | $4.29M | 2.43% | +609+2.0% | Added |
| Phocas Financial Corp. | 31,329 | $4.29M | 0.54% | +6,447+25.9% | Added |
| Concord Wealth Partners | 31,415 | $4.30M | 1.23% | −2,041−6.1% | Reduced |
| Evolution Wealth Advisors, LLC | 31,449 | $4.31M | 0.88% | −2,732−8.0% | Reduced |
| Tranquility Partners, LLC | 31,504 | $4.32M | 2.42% | −4,001−11.3% | Reduced |
| Paradigm Asset Management Co LLC | 31,600 | $4.33M | 1.10% | −1,300−4.0% | Reduced |
| 44 Wealth Management LLC | 31,614 | $4.33M | 1.67% | −1,832−5.5% | Reduced |
| Successful Portfolios LLC | 31,720 | $4.34M | 2.63% | +291+0.9% | Added |
| Cascade Investment Advisors, Inc. | 31,753 | $4.35M | 2.74% | −1,625−4.9% | Reduced |
| Sax Wealth Advisors, LLC | 31,786 | $4.35M | 1.49% | −2,700−7.8% | Reduced |
| Sandhill Capital Partners LLC | 31,822 | $4.36M | 0.34% | +1,271+4.2% | Added |
| Weaver Consulting Group | 31,862 | $4.36M | 2.46% | −2,157−6.3% | Reduced |
| Viridian Ria, LLC | 31,869 | $4.37M | 1.00% | −4,052−11.3% | Reduced |
| Outfitter Financial LLC | 31,882 | $4.37M | 3.35% | −260−0.8% | Reduced |
| Ativo Capital Management LLC | 31,948 | $4.38M | 1.86% | −2,044−6.0% | Reduced |
| Vista Wealth Management Group, LLC | 31,971 | $4.38M | 1.01% | +3,776+13.4% | Added |
| Ten Capital Wealth Advisors, LLC | 32,010 | $4.38M | 0.99% | −1,499−4.5% | Reduced |
| Camelot Portfolios, LLC | 32,067 | $4.39M | 1.77% | −10,123−24.0% | Reduced |
| Baron Silver Stevens Financial Advisors, LLC | 32,144 | $4.40M | 1.19% | +5,283+19.7% | Added |
| Smith Shellnut Wilson LLC | 32,146 | $4.40M | 2.56% | −3,364−9.5% | Reduced |
| Sunflower Bank, N.A. | 32,236 | $4.42M | 0.68% | −483−1.5% | Reduced |
| Glynn Capital Management LLC | 32,320 | $4.43M | 0.40% | 00.0% | Unchanged |
| Sara-Bay Financial | 32,300 | $4.43M | 1.71% | −1,963−5.7% | Reduced |
| Dash Acquisitions Inc. | 32,371 | $4.43M | 2.53% | +1,174+3.8% | Added |
| Geier Asset Management, Inc. | 32,431 | $4.44M | 3.11% | +593+1.9% | Added |
| Consolidated Planning Corp | 32,542 | $4.46M | 3.30% | −198−0.6% | Reduced |
| Hudock, Inc. | 32,587 | $4.46M | 1.33% | −8,000−19.7% | Reduced |
| Beacon Harbor Wealth Advisors, Inc. | 32,589 | $4.46M | 1.60% | +917+2.9% | Added |
| Bernardo Wealth Planning LLC | 32,645 | $4.47M | 2.68% | +216+0.7% | Added |
| Mosaic Advisors LLC | 32,676 | $4.47M | 2.92% | −243−0.7% | Reduced |
| Cypress Capital, LLC | 32,696 | $4.48M | 4.38% | +1,914+6.2% | Added |
| PBMares Wealth Management LLC | 32,793 | $4.49M | 2.45% | +1,910+6.2% | Added |
| Mayfair Advisory Group, LLC | 32,890 | $4.50M | 7.14% | +278+0.9% | Added |
| Pacific Center for Financial Services | 32,891 | $4.50M | 1.97% | +4,133+14.4% | Added |
| Demars Financial Group, LLC | 32,909 | $4.51M | 2.71% | +30+0.1% | Added |
| Front Street Capital Management, Inc. | 36,381 | $4.51M | 0.82% | −529−1.4% | Reduced |
| Ssi Investment Management LLC | 32,956 | $4.51M | 0.29% | −101−0.3% | Reduced |
| Summit Place Financial Advisors, LLC | 33,004 | $4.52M | 3.32% | +1,452+4.6% | Added |
| Parkside Advisors LLC | 33,077 | $4.53M | 1.44% | +264+0.8% | Added |
| Cambria Investment Management, L.P. | 33,128 | $4.54M | 0.78% | +4,592+16.1% | Added |
| Great Diamond Partners, LLC | 33,170 | $4.54M | 1.28% | +862+2.7% | Added |
| Aua Capital Management, LLC | 33,244 | $4.55M | 2.81% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 33,260 | $4.55M | 0.68% | −3,536−9.6% | Reduced |
| Corrigan Financial, Inc. | 33,283 | $4.56M | 1.39% | +5,558+20.0% | Added |
| Castellan Group, LLC | 33,300 | $4.56M | 1.91% | 00.0% | Unchanged |
| American Institute for Advanced Investment Management, LLP | 33,318 | $4.56M | 3.22% | +1,389+4.4% | Added |
| O'Brien Wealth Partners LLC | 31,473 | $4.57M | 1.51% | +846+2.8% | Added |
| Lumature Wealth Partners, LLC | 33,345 | $4.57M | 1.89% | +2,313+7.5% | Added |
| Catalyst Capital Advisors LLC | 33,382 | $4.57M | 0.23% | −73,632−68.8% | Reduced |
| Ambassador Advisors, LLC | 33,461 | $4.58M | 0.91% | −95−0.3% | Reduced |
| Cortland Associates Inc | 33,485 | $4.59M | 0.48% | −224−0.7% | Reduced |
| Sovereign Financial Group, Inc. | 37,554 | $4.59M | 2.78% | 00.0% | Unchanged |
| Plotkin Financial Advisors, LLC | 33,511 | $4.59M | 2.54% | −1,289−3.7% | Reduced |
| First National Bank of Hutchinson | 33,552 | $4.59M | 2.38% | −10,819−24.4% | Reduced |
| Miller Investment Management, LP | 33,603 | $4.60M | 0.80% | −240−0.7% | Reduced |
| First Personal Financial Services | 33,625 | $4.61M | 1.18% | +436+1.3% | Added |
| White Lighthouse Investment Management Inc. | 33,646 | $4.61M | 1.26% | −1,601−4.5% | Reduced |
| Trustco Bank Corp N Y | 33,660 | $4.61M | 4.15% | −9,988−22.9% | Reduced |
| Vivid Financial Management, Inc. | 33,664 | $4.61M | 1.89% | −1,360−3.9% | Reduced |
| Eclectic Associates Inc | 33,671 | $4.61M | 3.46% | −1,450−4.1% | Reduced |
| Washburn Capital Management, Inc. | 33,719 | $4.62M | 3.09% | −723−2.1% | Reduced |
| KLK Capital Management LLC | 33,820 | $4.63M | 3.98% | +33,820 | New |
| Sabal Trust CO | 33,851 | $4.64M | 0.33% | −204−0.6% | Reduced |
| Provident Trust Co | 33,924 | $4.65M | 0.09% | −5,904−14.8% | Reduced |
| Quantbot Technologies LP | 34,017 | $4.66M | 0.37% | −27,604−44.8% | Reduced |
| Wagner Wealth Management, LLC | 34,027 | $4.66M | 3.34% | +298+0.9% | Added |
| Aberdeen Wealth Management LLC | 34,068 | $4.67M | 4.30% | −154−0.5% | Reduced |
| First Washington CORP | 34,082 | $4.67M | 1.74% | 00.0% | Unchanged |
| Matisse Capital | 34,110 | $4.67M | 1.48% | +200+0.6% | Added |
| Cadent Capital Advisors, LLC | 34,119 | $4.67M | 1.94% | −327−0.9% | Reduced |