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 |
|---|---|---|---|---|---|
| Paradiem, LLC | 54,592 | $8.14M | 2.53% | +150.0% | Added |
| Foundations Investment Advisors, LLC | 56,136 | $8.15M | 0.39% | +10,126+22.0% | Added |
| Cairn Investment Group, Inc. | 59,486 | $8.15M | 5.98% | +57,292+2,611.3% | Added |
| Tanaka Capital Management Inc | 59,619 | $8.16M | 11.03% | −3,120−5.0% | Reduced |
| Leuthold Group, LLC | 59,728 | $8.18M | 1.00% | −1,098−1.8% | Reduced |
| Optas, LLC | 59,765 | $8.19M | 2.34% | +720+1.2% | Added |
| DFPG Investments, LLC | 56,272 | $8.20M | 3.10% | +3,180+6.0% | Added |
| Peninsula Asset Management Inc | 59,952 | $8.21M | 4.29% | −260.0% | Reduced |
| Integrated Investment Consultants, LLC | 59,971 | $8.21M | 2.41% | +2,704+4.7% | Added |
| Peninsula Wealth, LLC | 59,983 | $8.21M | 2.69% | +2,193+3.8% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 60,000 | $8.22M | 2.29% | 00.0% | Unchanged |
| Keebeck Wealth Management, LLC | 60,210 | $8.25M | 1.19% | −71,196−54.2% | Reduced |
| MV Capital Management, Inc. | 60,290 | $8.26M | 1.40% | +6,014+11.1% | Added |
| Ballast, Inc. | 60,388 | $8.27M | 3.49% | +130.0% | Added |
| Towercrest Capital Management | 60,394 | $8.27M | 1.60% | −1,059−1.7% | Reduced |
| Hohimer Wealth Management, LLC | 60,394 | $8.27M | 1.69% | +538+0.9% | Added |
| Pure Financial Advisors, Inc. | 60,471 | $8.28M | 0.67% | −1,671−2.7% | Reduced |
| Beacon Financial Group | 56,749 | $8.29M | 1.18% | −616−1.1% | Reduced |
| Covenant Multifamily Offices, LLC | 60,626 | $8.30M | 1.51% | +14,412+31.2% | Added |
| Bank of Stockton | 60,635 | $8.30M | 2.51% | −2,121−3.4% | Reduced |
| Clarus Group, Inc. | 57,229 | $8.30M | 6.21% | +31+0.1% | Added |
| Clearwater Capital Advisors, LLC | 60,656 | $8.31M | 0.97% | +1,812+3.1% | Added |
| Chesapeake Wealth Management | 60,777 | $8.32M | 2.70% | −1,259−2.0% | Reduced |
| Bessemer Securities LLC | 60,804 | $8.33M | 3.26% | 00.0% | Unchanged |
| Strategy Asset Managers LLC | 60,836 | $8.33M | 1.76% | −3,585−5.6% | Reduced |
| Eastover Investment Advisors LLC | 60,868 | $8.34M | 5.41% | +3,056+5.3% | Added |
| Wiley Bros.-Aintree Capital, LLC | 60,901 | $8.34M | 5.40% | −183−0.3% | Reduced |
| Almanack Investment Partners, LLC. | 60,913 | $8.34M | 0.80% | −4,787−7.3% | Reduced |
| Noesis Capital Mangement Corp | 56,996 | $8.34M | 1.71% | −4,895−7.9% | Reduced |
| Holloway Wealth Management, LLC | – | $8.35M | 2.55% | – | – |
| Meridian Investment Counsel Inc. | 60,960 | $8.35M | 2.94% | +2,750+4.7% | Added |
| Institutional & Family Asset Management, LLC | 60,992 | $8.35M | 1.38% | +5,991+10.9% | Added |
| 1623 Capital LLC | 61,032 | $8.36M | 3.45% | 00.0% | Unchanged |
| Quest Capital Management Inc | 61,083 | $8.37M | 1.67% | −3,229−5.0% | Reduced |
| Drexel Morgan & Co. | 61,143 | $8.37M | 2.47% | −11,784−16.2% | Reduced |
| Coastal Bridge Advisors, LLC | 61,221 | $8.38M | 1.72% | +4,727+8.4% | Added |
| Onyx Bridge Wealth Group LLC | 57,291 | $8.39M | 3.63% | +6,364+12.5% | Added |
| Sculati Wealth Management, LLC | 61,358 | $8.40M | 4.45% | −140.0% | Reduced |
| Financial Perspectives, Inc | 61,533 | $8.43M | 4.10% | −7,447,337−99.2% | Reduced |
| Freedom Day Solutions, LLC | 61,568 | $8.43M | 4.02% | −4,567−6.9% | Reduced |
| Permanens Capital L.P. | 61,584 | $8.44M | 1.52% | +13,309+27.6% | Added |
| Gibraltar Capital Management, Inc. | 58,926 | $8.44M | 4.22% | +2,121+3.7% | Added |
| Corbenic Partners LLC | 61,683 | $8.45M | 2.21% | +3,459+5.9% | Added |
| CWS Financial Advisors, LLC | 61,712 | $8.45M | 3.37% | −250.0% | Reduced |
| Rinet Co LLC | 61,758 | $8.46M | 1.58% | +303+0.5% | Added |
| Barry Investment Advisors, LLC | 61,913 | $8.48M | 2.27% | −3,389−5.2% | Reduced |
| Wolf Group Capital Advisors | 62,075 | $8.50M | 4.56% | +1,113+1.8% | Added |
| Roman Butler Fullerton & Co | 62,120 | $8.51M | 4.14% | −948−1.5% | Reduced |
| Newbridge Financial Services Group, Inc. | 62,140 | $8.51M | 5.21% | −589−0.9% | Reduced |
| Clear Perspective Advisors, LLC | 62,189 | $8.52M | 2.96% | −6,518−9.5% | Reduced |
| Private Capital Group, LLC | 62,198 | $8.52M | 1.94% | −1,528−2.4% | Reduced |
| WBI Investments | 62,410 | $8.55M | 1.31% | +62,410 | New |
| Lafayette Investments, Inc. | 62,506 | $8.56M | 2.33% | +14,346+29.8% | Added |
| Swarthmore Group Inc | 62,673 | $8.58M | 2.22% | +2,754+4.6% | Added |
| Clarkston Capital Partners, LLC | 62,711 | $8.59M | 0.15% | +1,205+2.0% | Added |
| Investment Partners, Ltd. | 62,754 | $8.60M | 3.92% | +1,059+1.7% | Added |
| Columbia Trust Co 01012016 | 62,762 | $8.60M | 4.90% | +5,570+9.7% | Added |
| Wealth Management Partners, LLC | 62,766 | $8.60M | 5.99% | +502+0.8% | Added |
| Atlas Capital Advisors LLC | 62,820 | $8.60M | 1.44% | −549−0.9% | Reduced |
| Wealth Dimensions Group, Ltd. | 62,980 | $8.63M | 5.85% | +990+1.6% | Added |
| Schonfeld Strategic Advisors LLC | 63,000 | $8.63M | 0.10% | −302,661−82.8% | Reduced |
| Bruderman Asset Management, LLC | 63,031 | $8.63M | 2.67% | +542+0.9% | Added |
| Connable Office Inc | 63,040 | $8.63M | 1.20% | −1,947−3.0% | Reduced |
| Core Alternative Capital | 63,065 | $8.64M | 2.01% | +10,735+20.5% | Added |
| Socorro Asset Management LP | 63,112 | $8.64M | 2.82% | +17,193+37.4% | Added |
| IMS Capital Management | 63,126 | $8.65M | 5.10% | −684−1.1% | Reduced |
| Zhang Financial LLC | 63,137 | $8.65M | 2.12% | +1,012+1.6% | Added |
| Clarus Wealth Advisors | 59,909 | $8.66M | 5.42% | +156+0.3% | Added |
| Blue Edge Capital, LLC | 63,304 | $8.67M | 1.80% | −1,274−2.0% | Reduced |
| Capital Advantage, Inc. | 63,385 | $8.68M | 2.28% | −16,754−20.9% | Reduced |
| Newport Wealth Strategies, Inc. | 63,476 | $8.69M | 5.02% | +153+0.2% | Added |
| Cottage Street Advisors LLC | 63,524 | $8.70M | 5.17% | −913−1.4% | Reduced |
| RPg Family Wealth Advisory, LLC | 63,536 | $8.70M | 3.52% | +63,536 | New |
| Exeter Financial, LLC | 62,207 | $8.71M | 5.05% | +1,871+3.1% | Added |
| Sage Rhino Capital LLC | 63,610 | $8.71M | 2.57% | +1,230+2.0% | Added |
| Bourgeon Capital Management LLC | 63,792 | $8.74M | 1.88% | +817+1.3% | Added |
| Murphy Pohlad Asset Management LLC | 63,806 | $8.74M | 3.53% | −1,182−1.8% | Reduced |
| Baldrige Asset Management LLC | 63,835 | $8.74M | 3.79% | −102−0.2% | Reduced |
| Martin & Co Inc | 63,845 | $8.74M | 2.18% | −3,271−4.9% | Reduced |
| NWK Group, Inc. | 63,890 | $8.75M | 3.49% | +88+0.1% | Added |
| Lumina Fund Management LLC | 64,000 | $8.77M | 4.24% | 00.0% | Unchanged |
| Boston Research & Management Inc | 64,048 | $8.77M | 2.66% | −1,002−1.5% | Reduced |
| WNY Asset Management, LLC | 64,103 | $8.78M | 3.15% | −35−0.1% | Reduced |
| Duality Advisers, LP | 64,248 | $8.80M | 0.78% | +64,248 | New |
| Castle Rock Wealth Management, LLC | 60,465 | $8.80M | 3.23% | +219+0.4% | Added |
| Sage Mountain Advisors LLC | 64,418 | $8.82M | 1.46% | +6,522+11.3% | Added |
| Compton Wealth Advisory Group, LLC | 64,665 | $8.86M | 4.13% | +544+0.8% | Added |
| Riverpark Capital Management LLC | 64,751 | $8.87M | 3.53% | 00.0% | Unchanged |
| Kesler, Norman & Wride, LLC | 60,798 | $8.87M | 2.05% | +647+1.1% | Added |
| WealthBridge Capital Management, LLC | 64,888 | $8.89M | 3.23% | −473−0.7% | Reduced |
| Family Capital Trust Co | 64,989 | $8.90M | 2.51% | −1,725−2.6% | Reduced |
| Centerpoint Advisors, LLC | 65,107 | $8.92M | 4.20% | +42,987+194.3% | Added |
| Sugarloaf Wealth Management, LLC | 65,119 | $8.92M | 2.43% | +65,063+116,183.9% | Added |
| Wealth Advisory Solutions, LLC | 65,279 | $8.94M | 2.12% | −173,102−72.6% | Reduced |
| Aurora Investment Managers, LLC. | 65,322 | $8.95M | 8.93% | +1,457+2.3% | Added |
| Jupiter Wealth Management LLC | 61,329 | $8.96M | 4.29% | −1,461−2.3% | Reduced |
| Fernwood Investment Management, LLC | 65,432 | $8.96M | 2.96% | +1,201+1.9% | Added |
| Insight Wealth Strategies, LLC | 65,503 | $8.97M | 1.28% | −13,006−16.6% | Reduced |
| Alhambra Investment Partners LLC | 65,586 | $8.98M | 6.74% | −3,834−5.5% | Reduced |
| Veracity Capital LLC | 65,695 | $8.98M | 2.10% | +32,393+97.3% | Added |