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 |
|---|---|---|---|---|---|
| MJP Associates Inc | 91,991 | $12.6M | 4.31% | +58,919+178.2% | Added |
| Harrington Investments, INC | 92,023 | $12.6M | 7.46% | −1,985−2.1% | Reduced |
| Capstone Triton Financial Group, LLC | 92,216 | $12.6M | 7.77% | −3,620−3.8% | Reduced |
| Mathes Company, Inc. | 92,275 | $12.6M | 4.55% | 00.0% | Unchanged |
| Berger Financial Group, Inc | 92,424 | $12.7M | 2.29% | +1,276+1.4% | Added |
| Sante Capital Fund, LP | 103,672 | $12.7M | 5.23% | +103,672 | New |
| Carmichael Hill & Associates, Inc. | 92,536 | $12.7M | 7.17% | −73−0.1% | Reduced |
| Brave Asset Management Inc | 92,540 | $12.7M | 3.73% | +5,701+6.6% | Added |
| F/M Investments LLC | 92,672 | $12.7M | 10.03% | −15,127−14.0% | Reduced |
| Financial Enhancement Group LLC | 92,638 | $12.7M | 2.60% | −3,659−3.8% | Reduced |
| Patton Albertson Miller Group, LLC | 92,653 | $12.7M | 2.89% | −2,180−2.3% | Reduced |
| Baldwin Investment Management, LLC | 92,706 | $12.7M | 2.16% | −4,035−4.2% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 93,043 | $12.7M | 9.74% | +4,134+4.6% | Added |
| Oak Harvest Investment Services | 93,228 | $12.8M | 4.21% | +7,439+8.7% | Added |
| Univest Financial Corp | 93,399 | $12.8M | 3.51% | −3,316−3.4% | Reduced |
| Capital Counsel LLC | 93,632 | $12.8M | 0.64% | −5,806−5.8% | Reduced |
| Claro Advisors LLC | 93,947 | $12.9M | 5.79% | +783+0.8% | Added |
| WealthTrust Axiom LLC | 94,056 | $12.9M | 4.13% | −140.0% | Reduced |
| Duff & Phelps Investment Management Co | 94,090 | $12.9M | 0.17% | −15,025−13.8% | Reduced |
| Plante Moran Financial Advisors, LLC | 94,445 | $12.9M | 3.14% | −1,521−1.6% | Reduced |
| Wisconsin Capital Management LLC | 94,463 | $12.9M | 5.07% | −6,828−6.7% | Reduced |
| Notis-McConarty Edward | 94,643 | $13.0M | 4.80% | −4,510−4.5% | Reduced |
| Calton & Associates, Inc. | 94,757 | $13.0M | 2.47% | −7,923−7.7% | Reduced |
| Exchange Traded Concepts, LLC | 95,038 | $13.0M | 0.41% | +48,191+102.9% | Added |
| Mayflower Financial Advisors, LLC | 95,090 | $13.0M | 1.82% | +1,385+1.5% | Added |
| Quad-Cities Investment Group, LLC | 95,207 | $13.0M | 8.86% | −2,017−2.1% | Reduced |
| Wall Street Access Asset Management, LLC | 95,368 | $13.1M | 7.35% | −5,716−5.7% | Reduced |
| Evermay Wealth Management LLC | 95,648 | $13.1M | 2.43% | −1,217−1.3% | Reduced |
| Pegasus Partners Ltd. | 95,671 | $13.1M | 2.55% | −7,640−7.4% | Reduced |
| Ashton Thomas Private Wealth, LLC | 95,740 | $13.1M | 2.00% | −2,648−2.7% | Reduced |
| First PREMIER Bank | 95,909 | $13.1M | 3.79% | +1,643+1.7% | Added |
| Commerzbank Aktiengesellschaft | 96,078 | $13.2M | 0.84% | −6,814−6.6% | Reduced |
| Perkins Coie Trust Co | 96,369 | $13.2M | 4.06% | −332−0.3% | Reduced |
| Baker Boyer National Bank | 96,573 | $13.2M | 6.70% | +96,573 | New |
| Warther Private Wealth, LLC | 96,422 | $13.2M | 12.84% | +96,422 | New |
| Berman Capital Advisors, LLC | 96,679 | $13.2M | 2.11% | +12,235+14.5% | Added |
| Aries Wealth Management | 96,688 | $13.2M | 5.66% | −485−0.5% | Reduced |
| Advisor Resource Council | 96,939 | $13.2M | 1.38% | +96,939 | New |
| BNC Wealth Management, LLC | 96,760 | $13.3M | 8.03% | +640+0.7% | Added |
| Harbour Capital Advisors, LLC | 97,067 | $13.3M | 3.57% | +292+0.3% | Added |
| Optiver Holding B.V. | 108,642 | $13.3M | 1.82% | +743+0.7% | Added |
| Warren Averett Asset Management, LLC | 89,242 | $13.3M | 1.23% | +4,128+4.8% | Added |
| Focused Wealth Management, Inc | 97,201 | $13.3M | 2.20% | +151+0.2% | Added |
| Horan Capital Advisors, LLC. | 97,268 | $13.3M | 6.01% | +3,184+3.4% | Added |
| Providence Capital Advisors, LLC | 97,452 | $13.3M | 4.36% | +1,826+1.9% | Added |
| JTC Employer Solutions Trusteee Ltd | 97,815 | $13.4M | 1.98% | +97,815 | New |
| Fusion Capital, LLC | 98,238 | $13.5M | 8.09% | −762−0.8% | Reduced |
| Hamilton Point Investment Advisors, LLC | 98,321 | $13.5M | 3.65% | +730+0.7% | Added |
| Asset Dedication, LLC | 98,548 | $13.5M | 2.01% | +22,378+29.4% | Added |
| Smithbridge Asset Management Inc | 98,484 | $13.5M | 4.39% | −1,919−1.9% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 98,523 | $13.5M | 0.75% | −2,713−2.7% | Reduced |
| Shepherd Financial Partners LLC | 98,571 | $13.5M | 2.57% | −1,872−1.9% | Reduced |
| Isthmus Partners, LLC | 98,809 | $13.5M | 2.38% | −4,402−4.3% | Reduced |
| Sawtooth Solutions, LLC | 98,976 | $13.6M | 2.68% | +13,259+15.5% | Added |
| Essex Savings Bank | 109,065 | $13.6M | 5.25% | +1,825+1.7% | Added |
| StoneX Group Inc. | 99,432 | $13.6M | 2.02% | −259−0.3% | Reduced |
| Atwater Malick LLC | 99,448 | $13.6M | 7.53% | −303−0.3% | Reduced |
| Apexium Financial, LP | 99,472 | $13.6M | 8.46% | +8,716+9.6% | Added |
| Wellington Shields & Co., LLC | 99,488 | $13.6M | 4.50% | +5,734+6.1% | Added |
| Gradient Capital Advisors, LLC | 99,497 | $13.6M | 6.39% | +884+0.9% | Added |
| Toth Financial Advisory Corp | 99,579 | $13.6M | 2.08% | −548−0.5% | Reduced |
| Strategic Financial Services, Inc, | 99,613 | $13.6M | 1.08% | −3,345−3.2% | Reduced |
| DF Dent & Co Inc | 99,673 | $13.7M | 0.15% | −16,600−14.3% | Reduced |
| Ellis Investment Partners, LLC | 99,679 | $13.7M | 3.48% | +719+0.7% | Added |
| Union Heritage Capital, LLC | 100,000 | $13.7M | 6.39% | −10,000−9.1% | Reduced |
| Nwi Management LP | 100,000 | $13.7M | 1.03% | 00.0% | Unchanged |
| Bowie Capital Management, LLC | 100,000 | $13.7M | 1.81% | 00.0% | Unchanged |
| Ally Financial Inc. | 100,000 | $13.7M | 1.36% | +60,000+150.0% | Added |
| Alight Capital Management LP | 100,000 | $13.7M | 3.99% | +100,000 | New |
| Asio Capital, LLC | 100,053 | $13.7M | 4.84% | +55,782+126.0% | Added |
| Stoneridge Investment Partners LLC | 100,314 | $13.7M | 6.68% | +6,756+7.2% | Added |
| Bank of Nova Scotia Trust Co | 100,365 | $13.7M | 1.21% | −4,569−4.4% | Reduced |
| Principal Street Partners, LLC | 100,399 | $13.8M | 3.63% | +13,221+15.2% | Added |
| Stevens Capital Management LP | 100,715 | $13.8M | 4.04% | +40,588+67.5% | Added |
| Aurora Private Wealth, Inc. | 100,804 | $13.8M | 5.53% | −521−0.5% | Reduced |
| Holderness Investments Co | 100,811 | $13.8M | 4.56% | +172+0.2% | Added |
| Darwin Advisors, LLC | 100,822 | $13.8M | 2.25% | −45,399−31.0% | Reduced |
| Cedar Brook Financial Partners, LLC | 101,063 | $13.8M | 4.00% | +2,050+2.1% | Added |
| Circle Wealth Management, LLC | 101,335 | $13.9M | 1.99% | +252+0.2% | Added |
| Foster Dykema Cabot & Co Inc | 101,390 | $13.9M | 1.73% | +85+0.1% | Added |
| Fort Point Capital Partners LLC | 101,573 | $13.9M | 2.70% | +9,563+10.4% | Added |
| Origin Asset Management LLP | 101,648 | $13.9M | 1.56% | 00.0% | Unchanged |
| Edge Capital Group, LLC | 101,782 | $13.9M | 1.11% | −8,735−7.9% | Reduced |
| Paulson Wealth Management Inc. | 101,791 | $13.9M | 6.75% | +2,360+2.4% | Added |
| Mission Creek Capital Partners, Inc. | 101,835 | $13.9M | 2.24% | +982+1.0% | Added |
| Jeppson Wealth Management, LLC | 102,024 | $14.0M | 7.62% | −1,016−1.0% | Reduced |
| Icon Wealth Partners, LLC | 102,281 | $14.0M | 1.50% | −1,397−1.3% | Reduced |
| Fundamentun, LLC | 102,472 | $14.0M | 3.86% | +8,460+9.0% | Added |
| WESPAC Advisors SoCal, LLC | 102,769 | $14.1M | 4.67% | −29,147−22.1% | Reduced |
| Strategic Blueprint, LLC | 103,135 | $14.1M | 2.24% | +9,960+10.7% | Added |
| AIMZ Investment Advisors, LLC | 103,155 | $14.1M | 6.33% | −162−0.2% | Reduced |
| Keeler Thomas Management LLC | 103,326 | $14.2M | 6.92% | +503+0.5% | Added |
| Consolidated Capital Management, LLC | 103,634 | $14.2M | 6.55% | +2,423+2.4% | Added |
| Centre Asset Management, LLC | 103,680 | $14.2M | 7.37% | −24,530−19.1% | Reduced |
| J. Goldman & Co LP | 103,727 | $14.2M | 0.90% | +80,766+351.8% | Added |
| Financial Partners Group, Inc | 103,835 | $14.2M | 3.66% | −262−0.3% | Reduced |
| HFR Wealth Management, LLC | 103,862 | $14.2M | 4.28% | +103,862 | New |
| Curbstone Financial Management Corp | 104,081 | $14.3M | 2.68% | −2,120−2.0% | Reduced |
| Asset Management Corp | 104,125 | $14.3M | 9.24% | +93,854+913.8% | Added |
| Garde Capital, Inc. | 104,537 | $14.3M | 1.48% | −1,773−1.7% | Reduced |