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 |
|---|---|---|---|---|---|
| Buffington Mohr McNeal | 34,117 | $4.67M | 0.92% | +1,206+3.7% | Added |
| Mitchell Sinkler & Starr | 34,199 | $4.68M | 4.26% | +43+0.1% | Added |
| Check Capital Management Inc | 34,198 | $4.68M | 0.39% | +230+0.7% | Added |
| Tower View Investment Management & Research LLC | 34,211 | $4.69M | 2.37% | −633−1.8% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 34,388 | $4.71M | 3.37% | −116−0.3% | Reduced |
| Elmwood Wealth Management, Inc. | 34,478 | $4.72M | 2.49% | +117+0.3% | Added |
| Morgan Jess S & Co Inc | 34,516 | $4.73M | 3.11% | +2,190+6.8% | Added |
| Trust Co | 34,551 | $4.73M | 3.32% | +2,506+7.8% | Added |
| State of Wyoming | 34,564 | $4.73M | 2.98% | +19,639+131.6% | Added |
| Sound Income Strategies, LLC | 34,603 | $4.74M | 0.68% | −5,862−14.5% | Reduced |
| Michael B. Yongue | 34,608 | $4.74M | 3.47% | −192−0.6% | Reduced |
| QP Wealth Management, LLC | 34,615 | $4.74M | 4.85% | −1,930−5.3% | Reduced |
| First Pacific Advisors, LP | 34,617 | $4.74M | 0.06% | −733−2.1% | Reduced |
| Rodgers Brothers Inc. | 34,632 | $4.74M | 0.91% | +13,910+67.1% | Added |
| Fairview Capital Investment Management, LLC | 34,657 | $4.75M | 0.33% | +1,392+4.2% | Added |
| Tru Independence Asset Management 2, LLC | 34,658 | $4.75M | 3.24% | +2,346+7.3% | Added |
| Ellenbecker Investment Group | 34,670 | $4.75M | 1.56% | +392+1.1% | Added |
| Diker Management LLC | 34,788 | $4.76M | 2.09% | +30.0% | Added |
| Cary Street Partners Asset Management LLC | 34,836 | $4.77M | 1.14% | −130,955−79.0% | Reduced |
| Horizon Investments, LLC | 34,910 | $4.77M | 0.14% | +18,102+107.7% | Added |
| Epstein & White Financial LLC | 34,871 | $4.78M | 1.26% | +468+1.4% | Added |
| First Financial Corp | 34,880 | $4.78M | 3.18% | +103+0.3% | Added |
| Osterweis Capital Management Inc | 34,897 | $4.78M | 0.25% | +347+1.0% | Added |
| Capital Advisors Wealth Management, LLC | 34,926 | $4.78M | 1.77% | +452+1.3% | Added |
| Redwood Investment Management, LLC | 34,978 | $4.79M | 0.78% | +3,502+11.1% | Added |
| Meridian Financial Partners LLC | 32,792 | $4.79M | 3.27% | +448+1.4% | Added |
| Atlas Principals, LLC | 35,000 | $4.79M | 3.78% | +35,000 | New |
| CMG Global Holdings, LLC | 35,033 | $4.80M | 3.62% | +22+0.1% | Added |
| L2 Asset Management, LLC | 35,098 | $4.81M | 4.50% | −854−2.4% | Reduced |
| Mascoma Wealth Management LLC | 35,157 | $4.82M | 2.06% | −1,072−3.0% | Reduced |
| Ritter Daniher Financial Advisory, LLC | 35,192 | $4.82M | 3.59% | −212−0.6% | Reduced |
| Blue Square Asset Management, LLC | 35,295 | $4.83M | 2.97% | +2,149+6.5% | Added |
| Act Wealth Management, LLC | 35,299 | $4.83M | 2.98% | −709−2.0% | Reduced |
| Landaas & Co | 35,372 | $4.84M | 2.71% | +23+0.1% | Added |
| Goepper Burkhardt LLC | 35,448 | $4.86M | 3.07% | +3,229+10.0% | Added |
| Seascape Capital Management | 35,561 | $4.87M | 2.53% | +1,565+4.6% | Added |
| West Oak Capital, LLC | 35,591 | $4.88M | 1.92% | −1,625−4.4% | Reduced |
| Garrison Point Advisors, LLC | 35,604 | $4.88M | 3.51% | −407−1.1% | Reduced |
| LCNB Corp | 35,644 | $4.88M | 2.46% | +387+1.1% | Added |
| WT Wealth Management | 35,643 | $4.88M | 1.98% | +642+1.8% | Added |
| Youngs Advisory Group, Inc. | 35,660 | $4.88M | 5.21% | +1,067+3.1% | Added |
| Tudor Investment Corp Et Al | 35,666 | $4.88M | 0.10% | −206,863−85.3% | Reduced |
| Boltwood Capital Management | 35,754 | $4.90M | 2.03% | −6,160−14.7% | Reduced |
| Larson Financial Group LLC | 35,845 | $4.91M | 1.14% | −98−0.3% | Reduced |
| Lokken Investment Group LLC | 35,855 | $4.91M | 3.99% | −356−1.0% | Reduced |
| Horst & Graben Wealth Management LLC | 35,972 | $4.93M | 1.38% | +826+2.4% | Added |
| United Fire Group Inc | 36,000 | $4.93M | 2.51% | +36,000 | New |
| West Paces Advisors Inc. | 36,037 | $4.94M | 1.81% | −70−0.2% | Reduced |
| Pinnacle Wealth Management Group, Inc. | 36,041 | $4.94M | 3.60% | +36,041 | New |
| Arlington Partners LLC | 36,056 | $4.94M | 1.71% | +170.0% | Added |
| Oak Family Advisors, LLC | 36,119 | $4.95M | 2.97% | +65+0.2% | Added |
| Ayrshire Capital Management LLC | 36,134 | $4.95M | 2.79% | +750+2.1% | Added |
| Gitterman Wealth Management, LLC | 36,167 | $4.95M | 4.01% | −2,495−6.5% | Reduced |
| Long Road Investment Counsel, LLC | 36,211 | $4.96M | 2.17% | 00.0% | Unchanged |
| Algert Global LLC | 36,265 | $4.97M | 1.67% | +1,616+4.7% | Added |
| Wunderlich Capital Managemnt | 36,344 | $4.98M | 2.52% | −349−1.0% | Reduced |
| Fountainhead AM, LLC | 42,740 | $4.99M | 2.65% | 00.0% | Unchanged |
| Retirement Capital Strategies | 36,481 | $5.00M | 1.90% | −135−0.4% | Reduced |
| Arnhold LLC | 36,520 | $5.00M | 0.57% | 00.0% | Unchanged |
| Palisades Hudson Asset Management, L.P. | 36,564 | $5.01M | 2.24% | +10.0% | Added |
| Vaughan David Investments LLC | 36,570 | $5.01M | 0.16% | −6,899−15.9% | Reduced |
| Leelyn Smith, LLC | 36,687 | $5.03M | 1.48% | −9,286−20.2% | Reduced |
| David J Yvars Group | 36,793 | $5.04M | 2.83% | −2,149−5.5% | Reduced |
| Colorado Capital Management, Inc. | 36,831 | $5.04M | 3.39% | −452−1.2% | Reduced |
| Hochman Cole Investment Advisors, Inc. | 36,896 | $5.05M | 2.02% | −1,569−4.1% | Reduced |
| Encompass Wealth Advisors, LLC | 36,900 | $5.05M | 1.24% | +2,246+6.5% | Added |
| Resonant Capital Advisors, LLC | 37,053 | $5.08M | 0.98% | +1,120+3.1% | Added |
| Connecticut Wealth Management, LLC | 37,110 | $5.08M | 0.45% | −6,978−15.8% | Reduced |
| Princeton Global Asset Management LLC | 37,153 | $5.09M | 1.55% | −13,980−27.3% | Reduced |
| Peregrine Asset Advisers, Inc. | 37,155 | $5.09M | 2.32% | +14,380+63.1% | Added |
| Aspireon Wealth Advisors | 37,220 | $5.09M | 3.28% | +1,220+3.4% | Added |
| Elm Advisors, LLC | 37,181 | $5.09M | 2.98% | 00.0% | Unchanged |
| Fruth Investment Management | 37,183 | $5.09M | 1.52% | −70.0% | Reduced |
| Axiom Investment Management LLC | 37,196 | $5.10M | 3.95% | −637−1.7% | Reduced |
| Capital Management Associates | 37,330 | $5.11M | 4.91% | −50−0.1% | Reduced |
| Leverage Partners Absolute Return Fund SPC | 37,600 | $5.15M | 3.55% | +30,800+452.9% | Added |
| Measured Wealth Private Client Group, LLC | 37,624 | $5.15M | 1.64% | +412+1.1% | Added |
| Benchmark Financial Wealth Advisors, LLC | 37,644 | $5.16M | 2.46% | +150+0.4% | Added |
| Retirement Planning Group | 37,806 | $5.18M | 0.59% | +236+0.6% | Added |
| Gray Wealth Management Inc. | 37,837 | $5.18M | 2.98% | +162+0.4% | Added |
| FWL Investment Management, LLC | 37,840 | $5.18M | 3.15% | +1,167+3.2% | Added |
| Marks Group Wealth Management, Inc | 37,827 | $5.18M | 0.71% | −397−1.0% | Reduced |
| Cantor Fitzgerald Investment Adviser L.P. | 37,856 | $5.18M | 0.38% | +27,564+267.8% | Added |
| Schneider Downs Wealth Management Advisors, LP | 37,858 | $5.18M | 1.34% | +303+0.8% | Added |
| Greenline Partners, LLC | 37,896 | $5.19M | 1.06% | −1,188−3.0% | Reduced |
| Matrix Private Capital Group LLC | 37,926 | $5.19M | 2.84% | −1,094−2.8% | Reduced |
| SPC Financial, Inc. | 37,990 | $5.20M | 0.63% | +21,830+135.1% | Added |
| Auxier Asset Management | 38,000 | $5.20M | 0.86% | −50−0.1% | Reduced |
| Deltec Asset Management LLC | 38,012 | $5.21M | 0.72% | −19,600−34.0% | Reduced |
| Somerset Group LLC | 38,016 | $5.21M | 3.72% | +1,227+3.3% | Added |
| Handelsinvest Investeringsforvaltning | 38,031 | $5.21M | 0.58% | 00.0% | Unchanged |
| Geller Advisors LLC | 38,140 | $5.22M | 1.13% | −74−0.2% | Reduced |
| McIlrath & Eck, LLC | 38,145 | $5.22M | 1.59% | +355+0.9% | Added |
| Security National Bank of So Dak | 38,147 | $5.22M | 4.00% | −5,440−12.5% | Reduced |
| Pinnacle Bancorp, Inc. | 38,213 | $5.23M | 2.39% | −97−0.3% | Reduced |
| New England Research & Management, Inc. | 38,404 | $5.26M | 2.72% | +240+0.6% | Added |
| Lebenthal Global Advisors, LLC | 38,531 | $5.28M | 2.83% | +810+2.1% | Added |
| Townsend Asset Management Corp | 38,591 | $5.29M | 2.93% | +1,846+5.0% | Added |
| Abacus Wealth Partners, LLC | 38,660 | $5.29M | 2.07% | +2,067+5.6% | Added |
| Boothe Investment Group, Inc. | 38,604 | $5.30M | 2.78% | +1,291+3.5% | Added |