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 |
|---|---|---|---|---|---|
| Surevest, LLC | 72,856 | $9.98M | 2.60% | +6,542+9.9% | Added |
| Gables Capital Management Inc. | 72,891 | $9.98M | 6.84% | −11,322−13.4% | Reduced |
| White Pine Capital LLC | 68,570 | $10.0M | 2.98% | −1,325−1.9% | Reduced |
| Capital Insight Partners, LLC | 73,038 | $10.0M | 2.26% | +2,962+4.2% | Added |
| Lowell Blake & Associates Inc. | 73,153 | $10.0M | 4.61% | −48−0.1% | Reduced |
| Enterprise Bank & Trust Co | 73,175 | $10.0M | 3.96% | −580−0.8% | Reduced |
| Indiana Trust & Investment Management CO | 75,654 | $10.0M | 5.50% | +3,629+5.0% | Added |
| NVWM, LLC | 73,308 | $10.0M | 3.61% | +283+0.4% | Added |
| 55I, LLC | 73,341 | $10.0M | 0.36% | +33,327+83.3% | Added |
| Solitude Financial Services | 73,423 | $10.1M | 7.29% | −3,176−4.1% | Reduced |
| Cardinal Capital Management | 73,514 | $10.1M | 2.13% | +513+0.7% | Added |
| Magnus Financial Group LLC | 73,510 | $10.1M | 2.20% | +5,380+7.9% | Added |
| WealthBridge Investment Counsel Inc. | 73,807 | $10.1M | 4.48% | −337−0.5% | Reduced |
| XML Financial, LLC | 73,860 | $10.1M | 2.23% | −1,454−1.9% | Reduced |
| Davy Global Fund Management Ltd | 73,876 | $10.1M | 1.55% | −6,044−7.6% | Reduced |
| Horizon Investment Services, LLC | 73,919 | $10.1M | 4.97% | −1,364−1.8% | Reduced |
| Morse Asset Management, Inc | 73,940 | $10.1M | 2.45% | −3,892−5.0% | Reduced |
| AIA Group Ltd | 71,256 | $10.2M | 0.70% | +15,891+28.7% | Added |
| UMA Financial Services, Inc. | 69,165 | $10.2M | 2.91% | +560+0.8% | Added |
| Strategic Wealth Management Group, LLC | 74,202 | $10.2M | 3.71% | −10,649−12.6% | Reduced |
| North Growth Management Ltd. | 74,000 | $10.2M | 1.65% | 00.0% | Unchanged |
| Delta Financial Advisors LLC | 74,482 | $10.2M | 4.48% | +81+0.1% | Added |
| Titus Wealth Management | 74,550 | $10.2M | 5.54% | −1,709−2.2% | Reduced |
| Riggs Asset Managment Co. Inc. | 74,556 | $10.2M | 2.84% | +2,243+3.1% | Added |
| Patriot Investment Management Inc. | 74,891 | $10.3M | 0.95% | −2,008−2.6% | Reduced |
| Alps Advisors Inc | 74,908 | $10.3M | 0.09% | −824−1.1% | Reduced |
| Mosaic Family Wealth, LLC | 75,003 | $10.3M | 2.98% | −3,534−4.5% | Reduced |
| Olstein Capital Management, L.P. | 75,000 | $10.3M | 1.29% | +16,000+27.1% | Added |
| Aaron Wealth Advisors | 75,007 | $10.3M | 3.38% | −90.0% | Reduced |
| Oxford Financial Group Ltd | 75,180 | $10.3M | 1.38% | +4,340+6.1% | Added |
| Bridge Creek Capital Management LLC | 75,199 | $10.3M | 3.88% | −2,023−2.6% | Reduced |
| Arkfeld Wealth Strategies, L.L.C. | 69,078 | $10.3M | 6.26% | −506−0.7% | Reduced |
| American Investment Services, Inc. | 75,284 | $10.3M | 2.37% | +153+0.2% | Added |
| Baugh & Associates, LLC | 75,387 | $10.3M | 6.40% | −614−0.8% | Reduced |
| McLean Asset Management Corp | 70,671 | $10.3M | 4.61% | +361+0.5% | Added |
| SeaBridge Investment Advisors LLC | 75,545 | $10.3M | 3.33% | −2,261−2.9% | Reduced |
| Vontobel Swiss Wealth Advisors AG | 76,769 | $10.3M | 5.32% | +6,355+9.0% | Added |
| FLC Capital Advisors | 75,608 | $10.4M | 3.05% | −1,215−1.6% | Reduced |
| Leisure Capital Management | 75,647 | $10.4M | 5.78% | −77−0.1% | Reduced |
| Miramar Capital, LLC | 70,552 | $10.4M | 4.19% | +2,377+3.5% | Added |
| Harbor Financial Services, LLC | 75,911 | $10.4M | 4.38% | +371+0.5% | Added |
| Brick & Kyle, Associates | 76,012 | $10.4M | 5.43% | −5,075−6.3% | Reduced |
| Beech Hill Advisors, Inc. | 76,234 | $10.4M | 4.24% | −3,373−4.2% | Reduced |
| Ifrah Financial Services, Inc. | 76,404 | $10.5M | 3.00% | −306−0.4% | Reduced |
| Roof Eidam & Maycock | 76,507 | $10.5M | 3.91% | −79−0.1% | Reduced |
| Bangor Savings Bank | 76,618 | $10.5M | 1.18% | +567+0.7% | Added |
| MCF Advisors LLC | 76,624 | $10.5M | 1.08% | −4,253−5.3% | Reduced |
| Xcel Wealth Management, LLC | 76,740 | $10.5M | 3.17% | +2,315+3.1% | Added |
| Poehling Capital Management, LLC | 76,818 | $10.5M | 3.35% | +40,789+113.2% | Added |
| CoreFirst Bank & Trust | 76,830 | $10.5M | 7.16% | −31,232−28.9% | Reduced |
| Lincoln Capital Corp | 76,913 | $10.5M | 6.01% | −16,162−17.4% | Reduced |
| Birch Capital Management, LLC | 76,944 | $10.5M | 7.15% | −61−0.1% | Reduced |
| Stelac Advisory Services LLC | 77,157 | $10.6M | 2.41% | +55,833+261.8% | Added |
| Jackson Square Capital, LLC | 77,201 | $10.6M | 3.40% | −4,048−5.0% | Reduced |
| Somerset Trust Co | 77,336 | $10.6M | 4.32% | +374+0.5% | Added |
| Marcum Wealth, LLC | 77,369 | $10.6M | 1.72% | −283,082−78.5% | Reduced |
| Baystate Wealth Management LLC | 77,377 | $10.6M | 1.05% | +1,076+1.4% | Added |
| Sawyer & Company, Inc | 77,534 | $10.6M | 4.96% | −1,030−1.3% | Reduced |
| WFA of San Diego, LLC | 77,558 | $10.6M | 8.25% | +676+0.9% | Added |
| Lineweaver Wealth Advisors, LLC | 77,740 | $10.6M | 3.49% | +711+0.9% | Added |
| Stokes Capital Advisors, LLC | 77,884 | $10.7M | 3.50% | +6,926+9.8% | Added |
| Occidental Asset Management, LLC | 77,935 | $10.7M | 2.84% | −2,026−2.5% | Reduced |
| Zions Bancorporation, N.A. | 77,961 | $10.7M | 1.07% | +180.0% | Added |
| Lederer & Associates Investment Counsel | 77,996 | $10.7M | 7.11% | +1,286+1.7% | Added |
| Chronos Wealth Management, LLC | 78,015 | $10.7M | 7.34% | −350.0% | Reduced |
| LexAurum Advisors, LLC | 78,102 | $10.7M | 3.17% | +19,490+33.3% | Added |
| Moseley Investment Management Inc | 78,205 | $10.7M | 5.28% | +380.0% | Added |
| Merrion Investment Management Co, LLC | 78,267 | $10.7M | 8.13% | +10.0% | Added |
| Northwest Investment Counselors, LLC | 78,453 | $10.7M | 2.97% | −1,790−2.2% | Reduced |
| Greystone Financial Group, LLC | 78,501 | $10.8M | 2.67% | +1,081+1.4% | Added |
| Little House Capital LLC | 78,661 | $10.8M | 5.82% | −33,889−30.1% | Reduced |
| Independence Bank of Kentucky | 78,659 | $10.8M | 4.77% | −2,387−2.9% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 78,799 | $10.8M | 0.07% | −13,388−14.5% | Reduced |
| Adirondack Trust Co | 78,847 | $10.8M | 5.45% | −790−1.0% | Reduced |
| Nicolet Bankshares Inc | 79,026 | $10.8M | 2.84% | +763+1.0% | Added |
| Ninety One North America, Inc. | 79,087 | $10.8M | 0.51% | −1,441−1.8% | Reduced |
| Eidelman Virant Capital | 78,934 | $10.8M | 4.20% | −9,127−10.4% | Reduced |
| Gries Financial LLC | 73,883 | $10.9M | 3.48% | −268−0.4% | Reduced |
| Monarch Capital Management Inc | 79,387 | $10.9M | 3.11% | −99−0.1% | Reduced |
| Truadvice, LLC | 74,277 | $10.9M | 2.38% | +2,054+2.8% | Added |
| Atlas Brown,Inc. | 79,614 | $10.9M | 4.71% | +416+0.5% | Added |
| Intelligence Driven Advisers, LLC | 79,700 | $10.9M | 2.12% | +8,944+12.6% | Added |
| Muhlenkamp & Co Inc | 79,742 | $10.9M | 4.01% | +133+0.2% | Added |
| Acropolis Investment Management, LLC | 79,808 | $10.9M | 1.06% | −4,406−5.2% | Reduced |
| Live Oak Private Wealth LLC | 79,901 | $10.9M | 2.42% | +6,723+9.2% | Added |
| O'Brien Greene & Co. Inc | 79,927 | $10.9M | 3.91% | +8,075+11.2% | Added |
| Allied Investment Advisors, LLC | 80,152 | $11.0M | 4.13% | +1,576+2.0% | Added |
| Clean Yield Group | 80,188 | $11.0M | 4.08% | +10.0% | Added |
| David Loasby | 80,232 | $11.0M | 1.43% | +3,636+4.7% | Added |
| MRJ Capital Inc | 80,252 | $11.0M | 6.40% | +150+0.2% | Added |
| RVW Wealth, LLC | 83,623 | $11.0M | 1.38% | +687+0.8% | Added |
| EPG Wealth Management LLC | 80,331 | $11.0M | 4.67% | +1,772+2.3% | Added |
| Financial Partners Capital Management LLC | 80,340 | $11.0M | 2.02% | −200.0% | Reduced |
| Independent Solutions Wealth Management, LLC | 80,347 | $11.0M | 2.67% | +3,125+4.0% | Added |
| Neumann Capital Management, LLC | 80,357 | $11.0M | 4.94% | −2,100−2.5% | Reduced |
| Hexagon Capital Partners LLC | 80,574 | $11.0M | 3.07% | −11,932−12.9% | Reduced |
| Manchester Financial Inc | 80,615 | $11.0M | 4.37% | −861−1.1% | Reduced |
| Graybill Bartz & Assoc Ltd | 80,645 | $11.0M | 5.45% | −573−0.7% | Reduced |
| Frank, Rimerman Advisors LLC | 80,959 | $11.1M | 4.33% | 00.0% | Unchanged |
| Newman Dignan & Sheerar, Inc. | 81,224 | $11.1M | 3.78% | −774−0.9% | Reduced |