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 |
|---|---|---|---|---|---|
| Zevenbergen Capital Investments LLC | 48,430 | $6.63M | 0.12% | −1,390−2.8% | Reduced |
| Davis-Rea Ltd. | 48,457 | $6.64M | 3.29% | +87+0.2% | Added |
| E&G Advisors, LP | 0 | $6.64M | 1.80% | −49,100−100.0% | Reduced |
| Eukles Asset Management | 48,523 | $6.65M | 3.68% | +16,515+51.6% | Added |
| Cutter & CO Brokerage, Inc. | 48,602 | $6.66M | 1.53% | +1,997+4.3% | Added |
| Deseret Mutual Benefit Administrators | 48,636 | $6.66M | 1.61% | +48,636 | New |
| Peak Financial Management, Inc. | 48,644 | $6.66M | 2.26% | −757−1.5% | Reduced |
| Ahrens Investment Partners LLC | 48,681 | $6.67M | 3.08% | +2,549+5.5% | Added |
| Nia Impact Advisors, LLC | 48,718 | $6.67M | 3.25% | +1,709+3.6% | Added |
| Baker Ellis Asset Management LLC | 48,895 | $6.70M | 1.31% | −197−0.4% | Reduced |
| CNB Bank | 48,918 | $6.70M | 4.19% | +975+2.0% | Added |
| Wealthquest Corp | 48,928 | $6.70M | 1.15% | +1,724+3.7% | Added |
| Needham Investment Management LLC | 49,000 | $6.71M | 0.98% | −14,300−22.6% | Reduced |
| Ceera Investments, LLC | 49,100 | $6.72M | 5.10% | −640−1.3% | Reduced |
| WD Rutherford LLC | 49,111 | $6.73M | 3.74% | −415−0.8% | Reduced |
| Waddell & Associates, LLC | 49,118 | $6.73M | 1.16% | −5,236−9.6% | Reduced |
| Colonial River Wealth Management, LLC | 49,143 | $6.73M | 4.81% | +220.0% | Added |
| NovaPoint Capital, LLC | 49,341 | $6.76M | 2.80% | +4,565+10.2% | Added |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 49,356 | $6.76M | 1.20% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 49,415 | $6.77M | 1.05% | +43,839+786.2% | Added |
| WealthShield Partners, LLC | 49,426 | $6.77M | 1.06% | −412−0.8% | Reduced |
| Lenox Wealth Advisors, LLC | 49,445 | $6.77M | 0.87% | +1,788+3.8% | Added |
| Seelaus Asset Management LLC | 49,467 | $6.78M | 3.96% | −3,268−6.2% | Reduced |
| Signet Investment Advisory Group, Inc. | 49,535 | $6.78M | 4.37% | −3,295−6.2% | Reduced |
| Americana Partners, LLC | 49,536 | $6.78M | 3.46% | +1,400+2.9% | Added |
| Ascension Asset Management LLC | 49,582 | $6.79M | 4.45% | −510−1.0% | Reduced |
| Court Place Advisors, LLC | 49,588 | $6.79M | 1.98% | +1,505+3.1% | Added |
| Old Port Advisors | 45,546 | $6.79M | 2.44% | +1,527+3.5% | Added |
| Accurate Wealth Management, LLC | 49,680 | $6.80M | 5.98% | +49,680 | New |
| IMA Wealth, Inc. | 49,708 | $6.81M | 1.59% | +502+1.0% | Added |
| Altfest L J & Co Inc | 49,812 | $6.82M | 1.47% | −1,068−2.1% | Reduced |
| Eagle Ridge Investment Management | 49,819 | $6.82M | 0.79% | −157−0.3% | Reduced |
| Walkner Condon Financial Advisors LLC | 49,830 | $6.82M | 2.50% | +226+0.5% | Added |
| Westshore Wealth, LLC | 49,876 | $6.83M | 3.51% | +292+0.6% | Added |
| Crew Capital Management, Ltd. | 49,920 | $6.84M | 6.39% | −3,954−7.3% | Reduced |
| First United Bank Trust | 49,932 | $6.84M | 2.86% | −3,028−5.7% | Reduced |
| SCP Investment, LP | 50,000 | $6.85M | 1.98% | 00.0% | Unchanged |
| Engine No. 1 LLC | 50,141 | $6.87M | 1.89% | +50,141 | New |
| West Family Investments, Inc. | 50,146 | $6.87M | 1.92% | +50,146 | New |
| Rede Wealth, LLC | 50,232 | $6.88M | 3.67% | +140+0.3% | Added |
| TSFG, LLC | 50,300 | $6.89M | 2.78% | +1,048+2.1% | Added |
| First National Corp | 18,902 | $6.90M | 2.37% | −58,208−75.5% | Reduced |
| 20/20 Capital Management, Inc. | 50,541 | $6.92M | 1.79% | +1,273+2.6% | Added |
| Levy Wealth Management Group, LLC | 50,575 | $6.93M | 3.98% | +1,090+2.2% | Added |
| Private Capital Management LLC | 50,674 | $6.94M | 3.18% | −264−0.5% | Reduced |
| Northside Capital Management, LLC | 50,693 | $6.94M | 1.74% | −1,079−2.1% | Reduced |
| StrategIQ Financial Group, LLC | 50,722 | $6.95M | 1.37% | −167−0.3% | Reduced |
| Royal Fund Management, LLC | 50,775 | $6.95M | 1.15% | +7,122+16.3% | Added |
| Wolff Wiese Magana LLC | 50,850 | $6.96M | 4.97% | −422−0.8% | Reduced |
| Maven Securities LTD | 50,870 | $6.97M | 0.73% | +50,870 | New |
| Longitude (Cayman) Ltd. | 51,000 | $6.99M | 4.57% | −14,000−21.5% | Reduced |
| Legacy Wealth Partners, Inc. | 51,044 | $6.99M | 3.88% | +877+1.7% | Added |
| Twin Tree Management, LP | 51,073 | $7.00M | 0.21% | −105,718−67.4% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 47,932 | $7.02M | 3.02% | +420+0.9% | Added |
| McCarthy Asset Management, Inc. | 51,276 | $7.02M | 4.99% | −989−1.9% | Reduced |
| Advisory Alpha, LLC | 51,368 | $7.04M | 0.58% | +983+2.0% | Added |
| Emerald Advisers, LLC | 51,465 | $7.05M | 0.26% | +40.0% | Added |
| Atlas Private Wealth Management | 51,538 | $7.06M | 4.36% | −218−0.4% | Reduced |
| Jump Financial, LLC | 51,573 | $7.06M | 0.68% | −27,851−35.1% | Reduced |
| Cape Ann Savings Bank | 51,691 | $7.08M | 4.47% | +242+0.5% | Added |
| Green Harvest Asset Management LLC | 51,753 | $7.09M | 1.31% | −10,847−17.3% | Reduced |
| Clark Financial Services Group Inc | 51,759 | $7.09M | 5.56% | +97+0.2% | Added |
| Analyst IMS Investment Management Services Ltd. | 51,780 | $7.09M | 0.85% | −121−0.2% | Reduced |
| TAP Consulting, LLC | 51,800 | $7.09M | 1.99% | −409−0.8% | Reduced |
| San Francisco Sentry Investment Group (Ca) | 51,804 | $7.09M | 3.70% | −59,794−53.6% | Reduced |
| Apella Capital, LLC | 51,824 | $7.10M | 1.17% | −2,388−4.4% | Reduced |
| Paragon Wealth Strategies, LLC | 51,857 | $7.10M | 1.94% | +60.0% | Added |
| Pacifica Partners Inc. | 51,389 | $7.11M | 5.40% | +200.0% | Added |
| Bradley Mark J. | 51,919 | $7.11M | 4.74% | −4,510−8.0% | Reduced |
| Monetta Financial Services Inc | 52,000 | $7.12M | 5.49% | 00.0% | Unchanged |
| Investment Management of Virginia LLC | 52,085 | $7.13M | 1.37% | +100.0% | Added |
| Hudson Canyon Capital Management | 52,202 | $7.15M | 5.35% | −4,027−7.2% | Reduced |
| DAGCO, Inc. | 52,439 | $7.18M | 3.19% | −397−0.8% | Reduced |
| Cherry Creek Investment Advisors, Inc. | 52,460 | $7.18M | 4.72% | +52,460 | New |
| Cornerstone Capital, Inc. | 52,507 | $7.19M | 0.82% | −1,145−2.1% | Reduced |
| Heartland Bank & Trust Co | 52,545 | $7.20M | 6.63% | −6,892−11.6% | Reduced |
| BerganKDV Wealth Management, LLC | 52,596 | $7.20M | 0.85% | +1,061+2.1% | Added |
| Spouting Rock Asset Management, LLC | 52,680 | $7.21M | 2.21% | +1,717+3.4% | Added |
| First Business Financial Services, Inc. | 52,856 | $7.24M | 0.85% | +2,582+5.1% | Added |
| Advanced Asset Management Advisors Inc | 52,869 | $7.24M | 1.53% | −516−1.0% | Reduced |
| Tradewinds Capital Management, LLC | 52,874 | $7.24M | 1.33% | −690−1.3% | Reduced |
| JBF Capital, Inc. | 52,900 | $7.25M | 1.69% | +12,900+32.3% | Added |
| Cohen Investment Advisors LLC | 53,062 | $7.27M | 5.65% | −2,159−3.9% | Reduced |
| White Pine Investment CO | 53,125 | $7.28M | 2.51% | −730−1.4% | Reduced |
| Planning Alternatives Ltd | 53,434 | $7.32M | 1.20% | −281−0.5% | Reduced |
| Annandale Capital, LLC | 53,492 | $7.33M | 4.41% | +607+1.1% | Added |
| Woodard & Co Asset Management Group Inc | 53,538 | $7.33M | 4.38% | −847−1.6% | Reduced |
| Congress Park Capital LLC | 53,540 | $7.33M | 3.67% | +1,358+2.6% | Added |
| New England Investment & Retirement Group, Inc. | 53,593 | $7.34M | 1.59% | +1,470+2.8% | Added |
| Vigilare Wealth Management | 53,612 | $7.34M | 4.46% | +3,434+6.8% | Added |
| Hollow Brook Wealth Management LLC | 53,627 | $7.34M | 4.57% | −272−0.5% | Reduced |
| Davidson Trust Co | 53,801 | $7.37M | 5.74% | −10,424−16.2% | Reduced |
| XR Securities LLC | 53,935 | $7.39M | 6.14% | −8,558−13.7% | Reduced |
| Van Leeuwen & Company, LLC | 53,817 | $7.39M | 4.37% | +8,018+17.5% | Added |
| Hoover Financial Advisors, Inc. | 53,942 | $7.39M | 1.31% | +2,771+5.4% | Added |
| Opus Investment Management Inc | 54,000 | $7.40M | 1.11% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 54,033 | $7.40M | 1.42% | +1,053+2.0% | Added |
| RMR Wealth Builders | 54,104 | $7.41M | 2.43% | −19,375−26.4% | Reduced |
| Hudson Value Partners, LLC | 54,179 | $7.42M | 4.10% | −268−0.5% | Reduced |
| Chapman Investment Management, LLC | 54,224 | $7.43M | 4.12% | +1,651+3.1% | Added |