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; 6,151 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 | 6,151 | $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 | 4,404 | $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 |
|---|---|---|---|---|---|
| Auxano Advisors, LLC | 43,381 | $5.94M | 2.72% | −2,253−4.9% | Reduced |
| Abundance Wealth Counselors | 43,416 | $5.95M | 1.54% | +4,416+11.3% | Added |
| Virtu Financial LLC | 43,555 | $5.96M | 0.58% | −48,614−52.7% | Reduced |
| Choice Wealth Advisors, LLC | 43,580 | $5.97M | 4.29% | +18,892+76.5% | Added |
| HAP Trading, LLC | 43,583 | $5.97M | 0.37% | +43,583 | New |
| JNBA Financial Advisors | 43,589 | $5.97M | 0.81% | +885+2.1% | Added |
| Kensington Investment Counsel, LLC | 43,637 | $5.98M | 4.10% | +1,048+2.5% | Added |
| Next Capital Management LLC | 43,783 | $6.00M | 3.82% | +1,293+3.0% | Added |
| Capula Management Ltd | 43,791 | $6.00M | 1.09% | −327,228−88.2% | Reduced |
| AAFMAA Wealth Management & Trust LLC | 43,881 | $6.01M | 2.76% | −25,551−36.8% | Reduced |
| Barber Financial Group, Inc. | 43,893 | $6.01M | 0.82% | +8,487+24.0% | Added |
| Concentrum Wealth Management | 43,925 | $6.02M | 3.86% | +116+0.3% | Added |
| Relyea Zuckerberg Hanson LLC | 44,070 | $6.04M | 2.48% | +1,322+3.1% | Added |
| AXS Investments LLC | 44,114 | $6.04M | 1.84% | −10,595−19.4% | Reduced |
| Triangle Securities Wealth Management | 44,141 | $6.05M | 2.04% | −1,119−2.5% | Reduced |
| Karn, Couzens & Associates, Inc. | 44,163 | $6.05M | 4.69% | −540−1.2% | Reduced |
| Bluesphere Advisors, LLC | 44,189 | $6.05M | 5.36% | −2,918−6.2% | Reduced |
| PDS Planning, Inc | 44,195 | $6.05M | 1.47% | +1,935+4.6% | Added |
| Charles Schwab Trust Co | 44,204 | $6.05M | 1.19% | +1,765+4.2% | Added |
| Delta Capital Management LLC | 44,267 | $6.06M | 3.75% | −7,925−15.2% | Reduced |
| Summit Financial, LLC | 44,333 | $6.07M | 0.60% | +38,186+621.2% | Added |
| Claudia M.P. Batlle, CRP (R) LLC | 44,362 | $6.08M | 3.10% | +11,001+33.0% | Added |
| Oxler Private Wealth LLC | 44,504 | $6.09M | 2.66% | −200−0.4% | Reduced |
| Allegheny Financial Group LTD | 44,500 | $6.09M | 2.76% | +1,049+2.4% | Added |
| Spreng Capital Management, Inc. | 44,513 | $6.10M | 3.95% | +443+1.0% | Added |
| HHM Wealth Advisors, LLC | 44,601 | $6.11M | 1.66% | −1,237−2.7% | Reduced |
| Security National Bank of Sioux City Iowa | 44,632 | $6.11M | 4.80% | +5,310+13.5% | Added |
| Financial Sense Advisors, Inc. | 44,680 | $6.12M | 1.94% | +438+1.0% | Added |
| Beacon Financial Advisory LLC | 44,751 | $6.13M | 3.29% | −6,832−13.2% | Reduced |
| Private Wealth Strategies, L.L.C. | 44,795 | $6.13M | 1.59% | −3,139−6.5% | Reduced |
| Blue Zone Wealth Advisors, LLC | 44,828 | $6.14M | 2.30% | +688+1.6% | Added |
| Dempze Nancy E | 44,836 | $6.14M | 5.18% | +830+1.9% | Added |
| LCM Capital Management Inc | 44,888 | $6.15M | 5.11% | −942−2.1% | Reduced |
| Summit Asset Management, LLC | 44,905 | $6.15M | 1.93% | +270+0.6% | Added |
| Curated Wealth Partners LLC | 44,912 | $6.15M | 3.35% | −248−0.5% | Reduced |
| Formidable Asset Management, LLC | 44,920 | $6.15M | 1.32% | −237,980−84.1% | Reduced |
| Corsicana & Co. | 45,078 | $6.17M | 3.90% | +45,078 | New |
| Hall Capital Management Co Inc | 45,232 | $6.20M | 4.00% | +45,232 | New |
| Acima Private Wealth, LLC | 45,281 | $6.20M | 2.85% | −150−0.3% | Reduced |
| Karani Asset Management LLC | 45,300 | $6.20M | 3.21% | +292+0.6% | Added |
| Boyd Watterson Asset Management LLC | 45,312 | $6.21M | 2.50% | +249+0.6% | Added |
| Planning Directions Inc | 45,343 | $6.21M | 4.54% | +1,372+3.1% | Added |
| Kathmere Capital Management, LLC | 45,351 | $6.21M | 1.20% | +148+0.3% | Added |
| Allred Capital Management, LLC | 45,381 | $6.21M | 3.07% | −1,541−3.3% | Reduced |
| Concentric Wealth Management, LLC | 45,379 | $6.21M | 1.90% | +1,117+2.5% | Added |
| Thompson Investment Management, Inc. | 45,448 | $6.22M | 0.90% | 00.0% | Unchanged |
| Argus Investors' Counsel, Inc. | 45,543 | $6.24M | 2.54% | −3,662−7.4% | Reduced |
| Coastal Capital Group, Inc. | 45,617 | $6.25M | 1.49% | −25−0.1% | Reduced |
| East Coast Asset Management, LLC. | 45,626 | $6.25M | 1.45% | +1,050+2.4% | Added |
| Orca Investment Management, LLC | 45,674 | $6.26M | 5.64% | −567−1.2% | Reduced |
| Old Dominion Capital Management Inc | 45,685 | $6.26M | 1.34% | −422−0.9% | Reduced |
| Bluefin Capital Management, LLC | 45,750 | $6.27M | 0.44% | −18,051−28.3% | Reduced |
| GSB Wealth Management, LLC | 45,819 | $6.28M | 1.95% | −6,020−11.6% | Reduced |
| Redwood Investments, LLC | 45,917 | $6.29M | 0.51% | −1,634−3.4% | Reduced |
| Carlson Capital Management | 46,002 | $6.30M | 0.89% | +288+0.6% | Added |
| Ravenstone Capital Management Inc. | 46,055 | $6.31M | 5.66% | +46,055 | New |
| LGT Capital Partners Ltd. | 46,078 | $6.31M | 0.18% | 00.0% | Unchanged |
| AlphaStar Capital Management, LLC | 46,081 | $6.31M | 0.81% | +9,223+25.0% | Added |
| Applied Research Investments, LLC | 46,112 | $6.32M | 2.26% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 46,192 | $6.33M | 1.85% | −88−0.2% | Reduced |
| Fosun International Ltd | 46,350 | $6.34M | 0.38% | −1,789−3.7% | Reduced |
| High Falls Advisors, Inc | 46,309 | $6.34M | 1.71% | +188+0.4% | Added |
| Simon Quick Advisors, LLC | 46,330 | $6.34M | 1.68% | +307+0.7% | Added |
| Northwest Capital Management Inc | 43,546 | $6.35M | 3.58% | +2,288+5.5% | Added |
| Pettee Investors, Inc. | 46,433 | $6.36M | 2.99% | −3,500−7.0% | Reduced |
| HYA Advisors, Inc | 46,590 | $6.38M | 2.67% | +8,167+21.3% | Added |
| Harfst & Associates, Inc. | 46,600 | $6.38M | 1.85% | +730+1.6% | Added |
| New Potomac Partners, LLC | 46,618 | $6.38M | 4.34% | −745−1.6% | Reduced |
| Johnson Bixby & Associates, LLC | 43,635 | $6.39M | 1.85% | −181−0.4% | Reduced |
| Patron Partners Advisors, LLC | 46,782 | $6.41M | 4.82% | −1,939−4.0% | Reduced |
| Walled Lake Planning & Wealth Management, LLC | 46,796 | $6.41M | 4.17% | +414+0.9% | Added |
| Capital One Financial Corp | 46,802 | $6.41M | 0.78% | +2,449+5.5% | Added |
| BHK Investment Advisors, LLC | 46,864 | $6.42M | 2.62% | −1,076−2.2% | Reduced |
| Bridgeworth, LLC | 46,895 | $6.42M | 1.83% | −675−1.4% | Reduced |
| Grace Capital | 46,975 | $6.43M | 4.31% | −1,817−3.7% | Reduced |
| Old North State Trust, LLC | 47,140 | $6.46M | 4.88% | +5,494+13.2% | Added |
| Beck Bode, LLC | 47,234 | $6.47M | 1.79% | −474−1.0% | Reduced |
| Brasada Capital Management, LP | 47,232 | $6.47M | 1.27% | +737+1.6% | Added |
| Providence Wealth Advisors, LLC | 45,888 | $6.47M | 4.42% | −447−1.0% | Reduced |
| Wealth Alliance Advisory Group, LLC | 47,249 | $6.47M | 3.15% | −841−1.7% | Reduced |
| Symons Capital Management Inc | 47,259 | $6.47M | 3.69% | +42,839+969.2% | Added |
| United Services Automobile Association | 47,386 | $6.49M | 0.12% | +6,815+16.8% | Added |
| Piscataqua Savings Bank | 47,456 | $6.50M | 5.56% | −49−0.1% | Reduced |
| Page Arthur B | 47,469 | $6.50M | 4.63% | −1,788−3.6% | Reduced |
| Marshall Financial Group LLC | 47,535 | $6.51M | 3.52% | −1,415−2.9% | Reduced |
| Truepoint, Inc. | 47,537 | $6.51M | 0.36% | +110+0.2% | Added |
| SRS Capital Advisors, Inc. | 47,576 | $6.52M | 0.89% | +47,576 | New |
| BTG Pactual Global Asset Management Ltd | 47,617 | $6.52M | 2.91% | −3,151−6.2% | Reduced |
| McAdam, LLC | 44,948 | $6.55M | 0.74% | +4,847+12.1% | Added |
| Arbor Trust Wealth Advisors, LLC | 47,814 | $6.55M | 4.11% | −2,331−4.6% | Reduced |
| Sonata Capital Group Inc | 47,974 | $6.57M | 2.99% | −57−0.1% | Reduced |
| TFC Financial Management | 48,212 | $6.60M | 2.26% | −585−1.2% | Reduced |
| Pictet Bank & Trust Ltd | 48,220 | $6.60M | 3.70% | −4,300−8.2% | Reduced |
| Agur Provident & Training Funds Management Ltd | 48,326 | $6.62M | 20.49% | +8,750+22.1% | Added |
| Unio Capital LLC | 48,357 | $6.62M | 2.95% | −800−1.6% | Reduced |
| Advisors Management Group Inc | 48,372 | $6.63M | 1.98% | +2,011+4.3% | Added |
| Symphony Financial, Ltd. Co. | 48,455 | $6.63M | 2.26% | −38,725−44.4% | Reduced |
| Madden Securities Corp | 48,391 | $6.63M | 3.46% | −964−2.0% | Reduced |
| Gratus Capital LLC | 48,419 | $6.63M | 0.74% | −14,599−23.2% | Reduced |
| Herald Investment Management Ltd | 48,440 | $6.63M | 1.08% | 00.0% | Unchanged |