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 |
|---|---|---|---|---|---|
| Chase Investment Counsel Corp | 54,271 | $7.43M | 3.07% | +17,169+46.3% | Added |
| N.E.W. Advisory Services LLC | 54,269 | $7.44M | 1.24% | +255+0.5% | Added |
| Bogart Wealth, LLC | 54,382 | $7.45M | 0.81% | +7,505+16.0% | Added |
| Laird Norton Trust Company, LLC | 54,466 | $7.46M | 0.78% | −2,054−3.6% | Reduced |
| Chemung Canal Trust Co | 54,484 | $7.46M | 1.43% | −1,022−1.8% | Reduced |
| Cambridge Financial Group, Inc. | 54,597 | $7.48M | 3.20% | −321−0.6% | Reduced |
| Wambolt & Associates, LLC | 54,481 | $7.48M | 3.18% | +31,459+136.6% | Added |
| Capital Financial Services, LLC | 54,642 | $7.48M | 9.50% | −76−0.1% | Reduced |
| Stansberry Asset Management, LLC | 54,653 | $7.49M | 1.81% | +2,439+4.7% | Added |
| FORA Capital, LLC | 54,707 | $7.49M | 1.39% | +54,707 | New |
| Delta Asset Management LLC | 54,778 | $7.50M | 0.72% | +2,375+4.5% | Added |
| Villere St Denis J & Co LLC | 54,845 | $7.51M | 0.40% | +800+1.5% | Added |
| Legacy Advisors, LLC | 54,871 | $7.51M | 3.05% | −296−0.5% | Reduced |
| Strategic Wealth Partners, Ltd. | 54,896 | $7.52M | 2.45% | +12,307+28.9% | Added |
| Enterprise Financial Services Corp | 54,902 | $7.52M | 1.20% | +181+0.3% | Added |
| Bonness Enterprises Inc | 54,940 | $7.53M | 3.79% | 00.0% | Unchanged |
| Distillate Capital Partners LLC | 54,953 | $7.53M | 2.09% | +54,953 | New |
| Archford Capital Strategies, LLC | 55,013 | $7.54M | 1.89% | +45+0.1% | Added |
| Aj Wealth Strategies, LLC | 55,090 | $7.54M | 0.45% | −4,486−7.5% | Reduced |
| Affinity Investment Advisors, LLC | 55,101 | $7.55M | 3.41% | −14,763−21.1% | Reduced |
| jvl associates llc | 55,122 | $7.55M | 5.21% | +426+0.8% | Added |
| Windsor Group LTD | 55,299 | $7.57M | 1.64% | −26,106−32.1% | Reduced |
| Guinness Atkinson Asset Management Inc | 55,300 | $7.57M | 3.36% | +55,300 | New |
| Summit Financial Strategies, Inc. | 55,357 | $7.58M | 1.61% | +24,754+80.9% | Added |
| Atlas Private Wealth Advisors | 55,407 | $7.59M | 4.11% | +140.0% | Added |
| Skye Global Management LP | 55,500 | $7.60M | 0.14% | +55,500 | New |
| Acas, LLC | 55,585 | $7.61M | 10.77% | +404+0.7% | Added |
| Nkcfo LLC | 55,600 | $7.62M | 2.56% | 00.0% | Unchanged |
| Palmer Knight Co | 55,599 | $7.62M | 4.18% | +94+0.2% | Added |
| Amica Retiree Medical Trust | 55,634 | $7.62M | 4.82% | −4,267−7.1% | Reduced |
| Ellevest, Inc. | 55,637 | $7.62M | 0.76% | −2,748−4.7% | Reduced |
| Trinity Legacy Partners, LLC | 52,384 | $7.63M | 2.80% | +1,089+2.1% | Added |
| David R. Rahn & Associates Inc. | 55,733 | $7.63M | 6.44% | +5,074+10.0% | Added |
| JFS Wealth Advisors, LLC | 55,752 | $7.64M | 1.14% | −13,454−19.4% | Reduced |
| DCM Advisors, LLC | 55,791 | $7.64M | 4.34% | −14,937−21.1% | Reduced |
| Cascadia Advisory Services, LLC | 55,798 | $7.64M | 1.65% | +2,221+4.1% | Added |
| Aldebaran Financial Inc. | 56,057 | $7.65M | 6.72% | −943−1.7% | Reduced |
| Old Point Trust & Financial Services N A | 55,847 | $7.65M | 3.38% | +1,842+3.4% | Added |
| Affiance Financial, LLC | 55,855 | $7.65M | 3.24% | −1,825−3.2% | Reduced |
| Keel Point, LLC | 56,065 | $7.68M | 0.92% | −10,566−15.9% | Reduced |
| CX Institutional | 56,071 | $7.68M | 0.63% | −5,543−9.0% | Reduced |
| Inspirion Wealth Advisors, LLC | 56,100 | $7.68M | 1.89% | −592−1.0% | Reduced |
| Quadrature Capital Ltd | 56,186 | $7.69M | 0.29% | −261,250−82.3% | Reduced |
| Atticus Wealth Management, LLC | 56,234 | $7.70M | 3.35% | −314−0.6% | Reduced |
| Satovsky Asset Management LLC | 56,389 | $7.72M | 5.89% | +3,794+7.2% | Added |
| Jefferies Group LLC | 56,459 | $7.73M | 0.13% | −54,159−49.0% | Reduced |
| Garner Asset Management Corp | 56,488 | $7.74M | 3.74% | −1,500−2.6% | Reduced |
| Signature Wealth Management Partners, LLC | 56,644 | $7.76M | 7.04% | +477+0.8% | Added |
| Wescott Financial Advisory Group, LLC | 53,516 | $7.76M | 4.57% | −8,412−13.6% | Reduced |
| Freed Investment Group | 56,710 | $7.77M | 6.03% | +2,015+3.7% | Added |
| REDW Wealth LLC | 56,724 | $7.77M | 2.46% | +2,575+4.8% | Added |
| Private Portfolio Partners LLC | 56,732 | $7.77M | 2.25% | −691−1.2% | Reduced |
| Lombard Odier Asset Management (USA) Corp | 56,740 | $7.77M | 1.47% | +740+1.3% | Added |
| Amarillo National Bank | 56,802 | $7.78M | 2.23% | +200+0.4% | Added |
| Austin Private Wealth, LLC | 56,934 | $7.80M | 1.81% | +443+0.8% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 56,971 | $7.80M | 3.80% | −15,117−21.0% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 53,259 | $7.82M | 4.94% | −800−1.5% | Reduced |
| Investment Advisory Services Inc | 57,105 | $7.82M | 4.83% | +57,105 | New |
| Tortoise Investment Management, LLC | 57,170 | $7.83M | 1.62% | −227−0.4% | Reduced |
| Arbor Investment Advisors, LLC | 57,178 | $7.83M | 1.65% | +110.0% | Added |
| D.B. Root & Company, LLC | 57,189 | $7.83M | 2.92% | −531−0.9% | Reduced |
| M. Kulyk & Associates, LLC | 57,347 | $7.85M | 2.84% | −2,217−3.7% | Reduced |
| Curtis Advisory Group, LLC | 57,409 | $7.86M | 3.41% | −300−0.5% | Reduced |
| Atlantic Trust, LLC | 52,456 | $7.87M | 5.13% | −6,922−11.7% | Reduced |
| Parisi Gray Wealth Management | 57,447 | $7.87M | 2.88% | −2,552−4.3% | Reduced |
| MTM Investment Management, LLC | 57,488 | $7.87M | 4.12% | −83−0.1% | Reduced |
| Texas Capital Bancshares Inc | 57,534 | $7.88M | 5.71% | +160.0% | Added |
| Legacy Financial Advisors, Inc. | 57,589 | $7.89M | 2.00% | +3,650+6.8% | Added |
| Norway Savings Bank | 57,601 | $7.89M | 3.84% | −1,708−2.9% | Reduced |
| TRH Financial, LLC | 57,626 | $7.89M | 3.41% | +1,527+2.7% | Added |
| Wealth Advisors of Tampa Bay, LLC | 57,641 | $7.89M | 4.39% | −447−0.8% | Reduced |
| Kingfisher Capital LLC | 57,764 | $7.91M | 2.02% | +751+1.3% | Added |
| Armstrong Shaw Associates Inc | 57,807 | $7.92M | 6.88% | −3,426−5.6% | Reduced |
| Boyer & Corporon Wealth Management, LLC | 57,832 | $7.92M | 2.34% | −9,872−14.6% | Reduced |
| Redhawk Wealth Advisors, Inc. | 57,952 | $7.94M | 1.77% | +865+1.5% | Added |
| LBMC Investment Advisors, LLC | 57,977 | $7.94M | 0.76% | +28,458+96.4% | Added |
| Angeles Investment Advisors, LLC | 58,071 | $7.95M | 0.50% | +16,284+39.0% | Added |
| Investors Financial Group, LLC | 58,080 | $7.96M | 4.27% | +1,435+2.5% | Added |
| McMahon Financial Advisors, LLC | 58,186 | $7.97M | 3.60% | −2,996−4.9% | Reduced |
| Unified Trust Company, N.A. | 58,182 | $7.97M | 2.36% | +3,080+5.6% | Added |
| Searcy Financial Services Inc | 58,209 | $7.97M | 4.83% | +579+1.0% | Added |
| HBW Advisory Services LLC | 58,346 | $7.99M | 2.11% | +243+0.4% | Added |
| Y-Intercept (Hong Kong) Ltd | 58,415 | $8.00M | 2.03% | −4,173−6.7% | Reduced |
| HNP Capital LLC | 58,449 | $8.01M | 2.12% | +150.0% | Added |
| Vectors Research Management, LLC | 58,449 | $8.01M | 2.04% | +384+0.7% | Added |
| Timber Creek Capital Management LLC | 58,459 | $8.01M | 2.60% | +5,350+10.1% | Added |
| Hall Private Wealth Advisors | 58,542 | $8.02M | 5.22% | +58,542 | New |
| Carl P. Sherr & Co., LLC | 58,560 | $8.02M | 5.52% | +103+0.2% | Added |
| Global Trust Asset Management, LLC | 58,619 | $8.03M | 3.82% | +4,833+9.0% | Added |
| Valley Brook Capital Group | 58,641 | $8.03M | 7.66% | +588+1.0% | Added |
| HC Financial Advisors Inc | 58,781 | $8.05M | 4.69% | −1,495−2.5% | Reduced |
| Family Legacy, Inc. | 54,863 | $8.05M | 3.59% | −3,914−6.7% | Reduced |
| Modus Advisors, LLC | 58,929 | $8.07M | 3.40% | +48+0.1% | Added |
| Shepherd Kaplan Krochuk, LLC | 58,974 | $8.08M | 2.91% | −697−1.2% | Reduced |
| Ayalon Holdings Ltd. | 58,918 | $8.09M | 2.69% | +4,487+8.2% | Added |
| Global Wealth Management Investment Advisory, Inc. | 59,105 | $8.10M | 2.69% | −2,754−4.5% | Reduced |
| Portland Global Advisors LLC | 59,134 | $8.10M | 1.57% | +3,576+6.4% | Added |
| Mark Sheptoff Financial Planning, LLC | 59,165 | $8.10M | 4.34% | +40.0% | Added |
| Jackson Hole Capital Partners, LLC | 59,342 | $8.13M | 2.82% | −618−1.0% | Reduced |
| Invst, LLC | 55,521 | $8.13M | 1.33% | +1,516+2.8% | Added |