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 11 sales; 6,152 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 | 6,152 | $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 |
|---|---|---|---|---|---|
| Triton Wealth Management, PLLC | 74,777 | $11.1M | 6.37% | +2,486+3.4% | Added |
| Portland Hill Asset Management Ltd | 81,445 | $11.1M | 6.58% | +1,703+2.1% | Added |
| Benson Investment Management Company, Inc. | 81,620 | $11.2M | 5.69% | +52+0.1% | Added |
| Northwest Bancshares, Inc. | 81,635 | $11.2M | 2.53% | −3,300−3.9% | Reduced |
| Capital Financial Planning, LLC | 81,647 | $11.2M | 4.37% | +683+0.8% | Added |
| FinTrust Capital Advisors, LLC | 81,676 | $11.2M | 2.95% | −352−0.4% | Reduced |
| All Terrain Financial Advisors, LLC | 81,698 | $11.2M | 5.40% | +6,082+8.0% | Added |
| Golden Green, Inc. | 81,803 | $11.2M | 8.58% | −210.0% | Reduced |
| TFG Advisers LLC | 81,820 | $11.2M | 5.41% | +93+0.1% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 81,958 | $11.2M | 6.78% | −50−0.1% | Reduced |
| Canal Capital Management, LLC | 82,056 | $11.2M | 3.25% | +1,762+2.2% | Added |
| Humankind Investments LLC | 82,373 | $11.3M | 5.33% | +8,916+12.1% | Added |
| Monterey Private Wealth, Inc. | 82,398 | $11.3M | 6.48% | +967+1.2% | Added |
| Financial Advisory Group | 82,507 | $11.3M | 2.70% | −625−0.8% | Reduced |
| GPM Growth Investors, Inc. | 82,544 | $11.3M | 5.94% | +3,365+4.2% | Added |
| MONECO Advisors, LLC | 82,549 | $11.3M | 5.20% | −170.0% | Reduced |
| Bedel Financial Consulting, Inc. | 82,919 | $11.4M | 3.95% | +3,416+4.3% | Added |
| Thomas Story & Son LLC | 83,140 | $11.4M | 4.25% | −1,880−2.2% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 83,178 | $11.4M | 3.80% | +2,249+2.8% | Added |
| Souders Financial Advisors | 83,196 | $11.4M | 3.84% | −4,953−5.6% | Reduced |
| Investment Research & Advisory Group, Inc. | 83,304 | $11.4M | 7.63% | +240.0% | Added |
| Next Century Growth Investors LLC | 83,379 | $11.4M | 0.89% | −9,868−10.6% | Reduced |
| Financial Consulate, Inc | 83,621 | $11.5M | 4.13% | −1,020−1.2% | Reduced |
| Financial Consulate Inc. | 83,621 | $11.5M | 4.13% | +83,621 | New |
| IVC Wealth Advisors LLC | 83,850 | $11.5M | 8.07% | −1,529−1.8% | Reduced |
| Day & Ennis, LLC | 83,990 | $11.5M | 3.99% | +260+0.3% | Added |
| Proficio Capital Partners LLC | 84,024 | $11.5M | 1.40% | +490+0.6% | Added |
| Merriman Wealth Management, LLC | 84,037 | $11.5M | 0.99% | +20,068+31.4% | Added |
| Intact Investment Management Inc. | 84,100 | $11.5M | 0.33% | −700−0.8% | Reduced |
| Founders Capital Management, LLC | 84,080 | $11.5M | 2.78% | −37,852−31.0% | Reduced |
| McGinn Investment Management, Inc. | 84,495 | $11.6M | 8.28% | −2,201−2.5% | Reduced |
| Vanguard Capital Wealth Advisors | 84,518 | $11.6M | 8.78% | +481+0.6% | Added |
| Guardian Capital Advisors LP | 82,792 | $11.6M | 1.19% | +9,532+13.0% | Added |
| Dumont & Blake Investment Advisors LLC | 84,696 | $11.6M | 3.30% | +87+0.1% | Added |
| Charter Research & Investment Group, Inc. | 84,707 | $11.6M | 9.61% | −4,021−4.5% | Reduced |
| Certified Advisory Corp | 84,803 | $11.6M | 2.92% | +115+0.1% | Added |
| Diligent Investors, LLC | 84,822 | $11.6M | 3.94% | −5,400−6.0% | Reduced |
| Field & Main Bank | 84,893 | $11.6M | 7.45% | −130−0.2% | Reduced |
| Creative Financial Designs Inc | 84,931 | $11.6M | 2.02% | +7,138+9.2% | Added |
| Gabalex Capital Management LLC | 85,000 | $11.6M | 5.48% | 00.0% | Unchanged |
| Mattern Capital Management, LLC | 85,221 | $11.7M | 2.31% | +1,421+1.7% | Added |
| Sadoff Investment Management LLC | 85,302 | $11.7M | 0.78% | −970−1.1% | Reduced |
| Full Sail Capital, LLC | 85,353 | $11.7M | 1.06% | −6,088−6.7% | Reduced |
| Centric Wealth Management | 85,436 | $11.7M | 4.05% | −19,620−18.7% | Reduced |
| TLW Wealth Management, LLC | 85,473 | $11.7M | 6.50% | +400+0.5% | Added |
| Callan Capital, LLC | 85,485 | $11.7M | 2.04% | +776+0.9% | Added |
| Silverleafe Capital Partners, LLC | 85,533 | $11.7M | 4.61% | −14,441−14.4% | Reduced |
| Brooktree Capital Management | 85,541 | $11.7M | 7.52% | −2,160−2.5% | Reduced |
| Hamilton Wealth, LLC | 85,668 | $11.7M | 5.47% | +1,190+1.4% | Added |
| Fukoku Mutual Life Insurance Co | 85,670 | $11.7M | 0.94% | +7,900+10.2% | Added |
| Reliant Investment Management, LLC | 85,722 | $11.7M | 5.40% | −5,973−6.5% | Reduced |
| United Capital Management of KS, Inc. | 86,039 | $11.8M | 4.81% | +1,877+2.2% | Added |
| Intercontinental Wealth Advisors, LLC | 86,249 | $11.8M | 2.34% | +1,387+1.6% | Added |
| TriaGen Wealth Management LLC | 81,063 | $11.8M | 6.09% | +10,794+15.4% | Added |
| Mandatum Life Insurance Co Ltd | 86,449 | $11.8M | 2.15% | −550−0.6% | Reduced |
| B & T Capital Management DBA Alpha Capital Management | 86,555 | $11.9M | 2.78% | −308−0.4% | Reduced |
| Red Door Wealth Management, LLC | 86,563 | $11.9M | 4.61% | +4,253+5.2% | Added |
| Zuckerman Investment Group, LLC | 86,818 | $11.9M | 1.88% | +1,007+1.2% | Added |
| Financial Network Wealth Management LLC | 86,886 | $11.9M | 7.00% | −57−0.1% | Reduced |
| Iowa State Bank | 86,938 | $11.9M | 3.34% | −499−0.6% | Reduced |
| Cliftonlarsonallen Wealth Advisors, LLC | 86,949 | $11.9M | 0.49% | −7,374−7.8% | Reduced |
| Kerrisdale Advisers, LLC | 87,000 | $11.9M | 1.07% | +15,000+20.8% | Added |
| Morris Capital Advisors, LLC | 87,292 | $12.0M | 9.04% | −1,774−2.0% | Reduced |
| Woodward Diversified Capital, LLC | 87,421 | $12.0M | 6.83% | −3,729−4.1% | Reduced |
| Tiemann Investment Advisors, LLC | 87,481 | $12.0M | 5.60% | −2,903−3.2% | Reduced |
| American Trust Investment Advisors, LLC | 87,660 | $12.0M | 6.45% | −695−0.8% | Reduced |
| Bienville Capital Management, LLC | 87,764 | $12.0M | 3.86% | +10,500+13.6% | Added |
| Strategic Wealth Designers | 88,139 | $12.1M | 4.28% | +19,278+28.0% | Added |
| Mount Vernon Associates Inc | 88,152 | $12.1M | 11.06% | −2,238−2.5% | Reduced |
| Zeno Research, LLC | 88,628 | $12.1M | 9.65% | +88,628 | New |
| Lipe & Dalton | 88,723 | $12.2M | 6.32% | −475−0.5% | Reduced |
| Trybe Capital Management LP | 88,837 | $12.2M | 7.42% | +148+0.2% | Added |
| First Commonwealth Financial Corp | 88,874 | $12.2M | 4.27% | −1,677−1.9% | Reduced |
| WBH Advisory Inc | 81,706 | $12.2M | 1.78% | −8,056−9.0% | Reduced |
| Jacobi Capital Management LLC | 88,994 | $12.2M | 1.61% | −91−0.1% | Reduced |
| Edgestream Partners, L.P. | 89,043 | $12.2M | 0.72% | −138,752−60.9% | Reduced |
| Brown Capital Management LLC | 89,105 | $12.2M | 0.09% | −1,335−1.5% | Reduced |
| Ridgecrest Wealth Partners, LLC | 89,211 | $12.2M | 7.63% | +18,705+26.5% | Added |
| Cadence Bank NA | 89,273 | $12.2M | 3.66% | −940−1.0% | Reduced |
| Raab & Moskowitz Asset Management LLC | 89,287 | $12.2M | 4.47% | −906−1.0% | Reduced |
| Asset Management Advisors, LLC | 89,315 | $12.2M | 8.63% | −280−0.3% | Reduced |
| Key Financial Inc | 83,889 | $12.2M | 6.84% | +833+1.0% | Added |
| Stockman Wealth Management, Inc. | 89,604 | $12.3M | 2.93% | +5,051+6.0% | Added |
| Torray LLC | 89,837 | $12.3M | 1.81% | −993−1.1% | Reduced |
| Nikulski Financial, Inc. | 84,678 | $12.3M | 5.73% | −7,483−8.1% | Reduced |
| Lakeview Capital Partners, LLC | 89,945 | $12.3M | 5.39% | −13,261−12.8% | Reduced |
| Mattern Wealth Management LLC | 84,206 | $12.3M | 3.93% | −819−1.0% | Reduced |
| Bank Hapoalim BM | 90,334 | $12.4M | 1.42% | +4,267+5.0% | Added |
| Jarislowsky, Fraser Ltd | 90,331 | $12.4M | 0.06% | +23,202+34.6% | Added |
| Managed Asset Portfolios, LLC | 90,352 | $12.4M | 1.84% | +6,794+8.1% | Added |
| Nachman Norwood & Parrott, Inc | 90,419 | $12.4M | 1.26% | −378−0.4% | Reduced |
| Wealth Management Associates, Inc. | 90,730 | $12.4M | 7.05% | +310.0% | Added |
| Tradition Wealth Management, LLC | 90,913 | $12.5M | 1.86% | +2,242+2.5% | Added |
| Twin Lakes Capital Management, LLC | 91,024 | $12.5M | 6.93% | +38,206+72.3% | Added |
| Moser Wealth Advisors, LLC | 91,071 | $12.5M | 8.03% | −6,250−6.4% | Reduced |
| Sheets Smith Wealth Management | 91,222 | $12.5M | 1.68% | −5,385−5.6% | Reduced |
| Soltis Investment Advisors LLC | 91,463 | $12.5M | 1.99% | +19,810+27.6% | Added |
| Nicola Wealth Management Ltd. | 91,500 | $12.5M | 1.28% | +12,000+15.1% | Added |
| First Interstate Bank | 91,547 | $12.5M | 1.32% | +91,547 | New |
| Foresight Wealth Management, LLC | 91,866 | $12.6M | 5.31% | −1,551−1.7% | Reduced |