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 |
|---|---|---|---|---|---|
| Mizuho Securities USA LLC | 38,736 | $5.30M | 0.43% | +13,656+54.4% | Added |
| Convergence Investment Partners, LLC | 38,744 | $5.31M | 2.28% | −5,405−12.2% | Reduced |
| Connolly Sarah T. | 38,820 | $5.32M | 4.34% | +1,611+4.3% | Added |
| Traverso Chambers Private Wealth Management, LLC | 38,860 | $5.32M | 1.68% | +37+0.1% | Added |
| Stanley-Laman Group, Ltd. | 38,903 | $5.33M | 0.76% | +2,169+5.9% | Added |
| Gsa Capital Partners LLP | 38,901 | $5.33M | 0.60% | +24,397+168.2% | Added |
| Cribstone Capital Management, LLC | 38,942 | $5.33M | 3.24% | +712+1.9% | Added |
| Beck Capital Management, LLC | 39,041 | $5.35M | 1.80% | −2,355−5.7% | Reduced |
| CVA Family Office, LLC | 39,072 | $5.35M | 1.52% | +13,157+50.8% | Added |
| Magnolia Capital Advisors LLC | 39,066 | $5.35M | 2.37% | +39,066 | New |
| Stony Point Wealth Management Inc. | 39,099 | $5.36M | 3.47% | +2,612+7.2% | Added |
| Radnor Capital Management, LLC | 39,122 | $5.36M | 1.81% | −50−0.1% | Reduced |
| ELCO Management Co., LLC | 39,156 | $5.36M | 3.98% | −245−0.6% | Reduced |
| Riverview Trust Co | 39,209 | $5.37M | 5.68% | −153−0.4% | Reduced |
| Peoples Bank | 39,237 | $5.37M | 2.82% | −887−2.2% | Reduced |
| Derby & Company, Inc | 39,324 | $5.39M | 1.12% | 00.0% | Unchanged |
| IFG Advisors, LLC | 39,371 | $5.39M | 2.57% | +1,147+3.0% | Added |
| Stamos Capital Partners, L.P. | 39,400 | $5.40M | 2.84% | −6,100−13.4% | Reduced |
| Northstar Advisory Group, LLC | 39,397 | $5.40M | 3.37% | +28,134+249.8% | Added |
| Howard Wealth Management, LLC | 39,450 | $5.40M | 2.97% | −1,175−2.9% | Reduced |
| Cary Street Partner Investment Advisory LLC | 39,511 | $5.41M | 1.75% | +5,436+16.0% | Added |
| Tempus Wealth Planning, LLC | 39,542 | $5.42M | 3.59% | +25,279+177.2% | Added |
| Costello Asset Management, INC | 39,587 | $5.42M | 3.55% | −267−0.7% | Reduced |
| Exchange Capital Management, Inc. | 39,614 | $5.42M | 1.04% | −2,056−4.9% | Reduced |
| Port Capital LLC | 39,621 | $5.43M | 0.28% | +58+0.1% | Added |
| ExodusPoint Capital Management, LP | 39,713 | $5.44M | 0.08% | −136,382−77.4% | Reduced |
| Gilbert & Cook, Inc. | 39,767 | $5.45M | 0.98% | −6,693−14.4% | Reduced |
| Northwest Wealth Management, LLC | 39,761 | $5.45M | 2.88% | +1,893+5.0% | Added |
| Sky Investment Group LLC | 39,781 | $5.45M | 1.23% | −725−1.8% | Reduced |
| Pratt Collard Advisory Partners LLC | 39,775 | $5.45M | 3.63% | +160.0% | Added |
| West Chester Capital Advisors, Inc | 39,908 | $5.47M | 4.26% | −6,831−14.6% | Reduced |
| Crescent Capital Consulting, LLC | 39,906 | $5.47M | 1.02% | +185+0.5% | Added |
| Blackhawk Capital Partners LLC. | 44,779 | $5.47M | 3.71% | +469+1.1% | Added |
| Lee Capital Holdings LLC | 40,000 | $5.48M | 2.76% | 00.0% | Unchanged |
| Sicart Associates LLC | 40,033 | $5.48M | 1.31% | 00.0% | Unchanged |
| First Command Bank | 40,070 | $5.49M | 0.62% | −9,237−18.7% | Reduced |
| First Command Financial Services, Inc. | 40,070 | $5.49M | 0.62% | −9,237−18.7% | Reduced |
| Ellsworth Advisors, LLC | 40,074 | $5.49M | 2.68% | −985−2.4% | Reduced |
| HawsGoodwin Investment Management LLC | 40,143 | $5.50M | 1.69% | −469−1.2% | Reduced |
| Prudent Investors Network | 40,199 | $5.51M | 2.79% | +34,895+657.9% | Added |
| StrongBox Wealth, LLC | 40,282 | $5.52M | 3.16% | −173−0.4% | Reduced |
| Lincoln Capital LLC | 40,339 | $5.53M | 1.55% | +21+0.1% | Added |
| Meridian Management Co | 40,445 | $5.54M | 1.63% | −1,866−4.4% | Reduced |
| Chilton Investment Co LLC | 40,505 | $5.55M | 0.14% | −7,706−16.0% | Reduced |
| Cunning Capital Partners, LP | 40,570 | $5.56M | 2.98% | 00.0% | Unchanged |
| Advisor OS, LLC | 40,622 | $5.56M | 1.15% | −2,960−6.8% | Reduced |
| Lynch & Associates | 40,642 | $5.57M | 1.43% | +5,076+14.3% | Added |
| BW Gestao de Investimentos Ltda. | 40,654 | $5.57M | 1.99% | +24,510+151.8% | Added |
| Diversified, LLC | 40,666 | $5.57M | 3.10% | +245+0.6% | Added |
| Fma Advisory Inc | 40,767 | $5.58M | 2.07% | +552+1.4% | Added |
| Global Financial Private Client, LLC | 40,713 | $5.59M | 3.12% | −1,916−4.5% | Reduced |
| PNC Managed Account Solutions, Inc. | 40,825 | $5.59M | 1.11% | +40,825 | New |
| Samalin Investment Counsel, LLC | 40,835 | $5.59M | 3.63% | +294+0.7% | Added |
| InTrack Investment Management Inc | 39,384 | $5.59M | 4.39% | −750−1.9% | Reduced |
| Constitution Capital LLC | 40,904 | $5.60M | 3.43% | −9,500−18.8% | Reduced |
| Bridge Advisory, LLC | 40,932 | $5.61M | 2.86% | +4,198+11.4% | Added |
| JRM Investment Counsel, LLC | 40,983 | $5.61M | 3.03% | −541−1.3% | Reduced |
| Pacitti Group Inc. | 41,089 | $5.63M | 3.38% | +615+1.5% | Added |
| Dodge & Cox | 41,156 | $5.64M | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 41,161 | $5.64M | 2.97% | +1,572+4.0% | Added |
| Purus Wealth Management, LLC | 41,237 | $5.65M | 4.06% | +1,201+3.0% | Added |
| LifeSteps Financial, Inc. | 41,258 | $5.65M | 4.34% | −23,709−36.5% | Reduced |
| Brio Consultants, LLC | 41,273 | $5.65M | 1.44% | +1,686+4.3% | Added |
| Orser Capital Management, LLC | 41,447 | $5.68M | 2.99% | −306−0.7% | Reduced |
| Norris Financial Group, LLC | 41,462 | $5.68M | 3.83% | −2,394−5.5% | Reduced |
| RDA Financial Network | 41,503 | $5.68M | 2.51% | +346+0.8% | Added |
| Cypress Capital Management LLC | 41,595 | $5.70M | 0.75% | +510+1.2% | Added |
| Boothbay Fund Management, LLC | 41,614 | $5.70M | 0.23% | +27,464+194.1% | Added |
| Oder Investment Management, LLC | 41,785 | $5.72M | 7.46% | −133−0.3% | Reduced |
| Alcosta Capital Management, Inc. | 41,828 | $5.73M | 3.53% | +1,667+4.2% | Added |
| Bigelow Investment Advisors, LLC | 41,866 | $5.73M | 2.78% | +381+0.9% | Added |
| American Financial Advisors, LLC | 41,884 | $5.74M | 0.79% | +31+0.1% | Added |
| Jordan Park Group LLC | 41,883 | $5.74M | 0.32% | +29,663+242.7% | Added |
| Marathon Capital Management | 41,898 | $5.74M | 1.33% | +81+0.2% | Added |
| GP Brinson Investments LLC | 42,000 | $5.75M | 4.08% | 00.0% | Unchanged |
| Waterfront Wealth Inc. | 42,021 | $5.75M | 2.72% | +79+0.2% | Added |
| Pantheon Investment Group, LLC | 42,023 | $5.75M | 4.82% | −151−0.4% | Reduced |
| Granger Management LLC | 42,155 | $5.77M | 1.17% | −8,826−17.3% | Reduced |
| Indie Asset Partners, LLC | 42,199 | $5.78M | 4.69% | −2,048−4.6% | Reduced |
| Walleye Capital LLC | 42,204 | $5.78M | 0.21% | +22,222+111.2% | Added |
| Childress Capital Advisors, LLC | 42,210 | $5.78M | 2.63% | +2,315+5.8% | Added |
| Alera Investment Advisors, LLC | 42,409 | $5.78M | 1.74% | +731+1.8% | Added |
| Derbend Asset Management | 42,235 | $5.78M | 5.39% | +42,235 | New |
| Summit Financial Wealth Advisors, LLC | 42,374 | $5.80M | 1.31% | −3,104−6.8% | Reduced |
| Bar Harbor Trust Services | 42,484 | $5.82M | 1.87% | −174−0.4% | Reduced |
| Stableford Capital II LLC | 42,511 | $5.82M | 2.78% | +1,707+4.2% | Added |
| RBA Wealth Management, LLC | 42,539 | $5.83M | 12.37% | +143+0.3% | Added |
| Kowal Investment Group, LLC | 42,592 | $5.83M | 2.10% | +3,650+9.4% | Added |
| Financial Insights, Inc. | 42,631 | $5.84M | 4.83% | −87−0.2% | Reduced |
| Bull Street Advisors, LLC | 42,634 | $5.84M | 3.12% | −349−0.8% | Reduced |
| Banco de Sabadell, S.A | 42,723 | $5.84M | 3.89% | −256,164−85.7% | Reduced |
| Seven Eight Capital, LP | 42,731 | $5.85M | 0.82% | +42,731 | New |
| Crewe Advisors LLC | 42,886 | $5.87M | 1.46% | −5,229−10.9% | Reduced |
| Archer Investment Corp | 42,892 | $5.87M | 2.32% | +668+1.6% | Added |
| Guild Investment Management, Inc. | 42,905 | $5.88M | 5.69% | −2,636−5.8% | Reduced |
| Virtue Capital Management, LLC | 43,157 | $5.91M | 1.18% | −1,202−2.7% | Reduced |
| United Bank | 43,201 | $5.92M | 3.99% | −1,742−3.9% | Reduced |
| Sturgeon Ventures LLP | 43,235 | $5.92M | 2.94% | 00.0% | Unchanged |
| Lehman & Derafelo Financial Resources LLC | 43,300 | $5.93M | 1.62% | +318+0.7% | Added |
| Retirement Solution Inc. | 43,335 | $5.93M | 2.83% | +14,972+52.8% | Added |