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 7 sales; 6,149 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 | 6,149 | $2.80T |
| Q1 2026 | 6,134 | $2.40T |
| Q4 2025 | 6,130 | $2.61T |
| Q3 2025 | 5,616 | $2.35T |
| Q2 2025 | 5,599 | $1.93T |
| Q1 2025 | 5,607 | $2.08T |
| Q4 2024 | 5,671 | $2.36T |
| Q3 2024 | 5,105 | $2.17T |
| Q2 2024 | 5,132 | $1.98T |
| Q1 2024 | 5,023 | $1.61T |
| Q4 2023 | 4,976 | $1.81T |
| Q3 2023 | 4,618 | $1.60T |
| Q2 2023 | 4,594 | $1.82T |
| Q1 2023 | 4,524 | $1.55T |
| Q4 2022 | 4,555 | $1.21T |
| Q3 2022 | 4,346 | $1.29T |
| Q2 2022 | 4,339 | $1.28T |
| Q1 2022 | 4,390 | $1.66T |
| Q4 2021 | 4,402 | $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 |
|---|---|---|---|---|---|
| Night Owl Capital Management, LLC | 4,017 | $550.0K | 0.11% | 00.0% | Unchanged |
| Cornerstone Wealth Advisors, Inc. | 4,058 | $557.0K | 0.20% | 00.0% | Unchanged |
| Karpas Strategies, LLC | 4,100 | $562.0K | 0.20% | −900−18.0% | Reduced |
| Contravisory Investment Management, Inc. | 4,108 | $563.0K | 0.17% | 00.0% | Unchanged |
| Ferris Capital, LLC | 4,125 | $565.0K | 0.22% | −150,041−97.3% | Reduced |
| Bluestem Financial Advisors, LLC | 4,124 | $565.0K | 0.38% | +10.0% | Added |
| Total Wealth Planning, LLC | 4,125 | $565.0K | 0.22% | +1,004+32.2% | Added |
| Briaud Financial Planning, Inc | 4,152 | $568.0K | 0.38% | 00.0% | Unchanged |
| Portfolio Solutions, LLC | 3,931 | $574.0K | 0.07% | +1,263+47.3% | Added |
| Raub Brock Capital Management LP | 4,223 | $578.0K | 0.10% | +161+4.0% | Added |
| BCM Advisors, LLC | 4,067 | $579.0K | 0.16% | −28−0.7% | Reduced |
| Sage Financial Management Group, Inc. | 4,233 | $580.0K | 0.53% | 00.0% | Unchanged |
| CFS Investment Advisory Services, LLC | 4,233 | $580.0K | 0.53% | +4,233 | New |
| Personal Wealth Partners | 4,244 | $581.0K | 0.23% | −300−6.6% | Reduced |
| Moneywise, Inc. | 4,241 | $581.0K | 0.40% | +6+0.1% | Added |
| Cranbrook Wealth Management, LLC | 4,311 | $590.0K | 0.13% | −251−5.5% | Reduced |
| AtlasMark Financial, Inc | 4,316 | $591.1K | 0.77% | 00.0% | Unchanged |
| Adirondack Retirement Specialists, Inc. | 2,312 | $592.0K | 0.56% | −100−4.1% | Reduced |
| McNaughton Wealth Management, LLC | 4,320 | $592.0K | 0.42% | +460+11.9% | Added |
| Insight Wealth Partners, LLC | 4,335 | $594.0K | 0.38% | −588−11.9% | Reduced |
| Van Strum & Towne Inc. | 4,352 | $596.0K | 0.29% | 00.0% | Unchanged |
| Corbett Road Capital Management, LLC | 4,368 | $598.0K | 1.06% | −582−11.8% | Reduced |
| LWS Wealth Advisors, Inc. | 4,406 | $603.0K | 0.27% | −445−9.2% | Reduced |
| Gleason Group, Inc. | 4,404 | $603.0K | 0.22% | +8+0.2% | Added |
| Geneva Partners, LLC | 4,429 | $607.0K | 0.28% | +65+1.5% | Added |
| Aull & Monroe Investment Management Corp | 4,479 | $613.0K | 0.29% | −170−3.7% | Reduced |
| Envoi LLC | 4,484 | $614.1K | 1.42% | 00.0% | Unchanged |
| Client 1st Advisory Group, LLC | 4,493 | $615.0K | 0.32% | +276+6.5% | Added |
| Springowl Associates LLC | 4,500 | $616.0K | 2.46% | 00.0% | Unchanged |
| Shapiro Capital Management LLC | 4,500 | $616.0K | 0.01% | −10.0% | Reduced |
| Ameraudi Asset Management, Inc. | 4,499 | $616.0K | 0.26% | +2,547+130.5% | Added |
| Financial Synergies Wealth Advisors, Inc. | 4,516 | $618.5K | 0.08% | −323−6.7% | Reduced |
| Syverson Strege & Co | 4,571 | $626.0K | 0.56% | +10.0% | Added |
| Tacita Capital Inc | 4,572 | $626.0K | 0.38% | 00.0% | Unchanged |
| Fulcrum Equity Management | 4,580 | $627.0K | 0.23% | +1,185+34.9% | Added |
| Anfield Capital Management, LLC | 4,595 | $629.0K | 0.24% | +219+5.0% | Added |
| Guardian Wealth Advisors, LLC | 4,601 | $630.0K | 0.55% | −25−0.5% | Reduced |
| Argyle Capital Management Inc. | 4,636 | $635.0K | 0.21% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 4,640 | $636.0K | 0.24% | −4,810−50.9% | Reduced |
| Quantamental Technologies LLC | 4,661 | $638.0K | 0.56% | −1,883−28.8% | Reduced |
| Advisory Research Inc | 4,685 | $642.0K | 0.04% | −490−9.5% | Reduced |
| Pachira Investments Inc. | 4,721 | $647.0K | 0.45% | −117−2.4% | Reduced |
| Ruffer LLP | 4,776 | $654.0K | 0.02% | 00.0% | Unchanged |
| Reaves W H & Co Inc | 4,800 | $657.0K | 0.02% | 00.0% | Unchanged |
| IronBridge Private Wealth, LLC | 4,816 | $660.0K | 0.41% | +10.0% | Added |
| CCG Wealth Management, LLC | 4,858 | $665.0K | 0.52% | +926+23.6% | Added |
| Cypress Point Wealth Management, LLC | 4,861 | $666.0K | 0.47% | +800+19.7% | Added |
| Danda Trouve Investment Management, Inc. | 4,869 | $667.0K | 0.79% | +274+6.0% | Added |
| Strategic Financial Partners, Ltd. | 4,885 | $669.0K | 0.37% | 00.0% | Unchanged |
| Whitcomb & Hess, Inc. | 4,895 | $670.0K | 0.29% | +4,895 | New |
| Charles Schwab Investment Advisory, Inc. | 4,937 | $676.0K | 0.00% | −246−4.7% | Reduced |
| Black Swift Group, LLC | 4,952 | $678.0K | 0.33% | −12,800−72.1% | Reduced |
| Perkins Capital Management Inc | 4,950 | $678.0K | 0.38% | 00.0% | Unchanged |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 4,950 | $678.0K | 5.04% | +4,950 | New |
| Burns Matteson Capital Management, LLC | 4,987 | $683.0K | 0.54% | +570+12.9% | Added |
| DCF Advisers, LLC | 5,000 | $685.0K | 0.34% | −1,000−16.7% | Reduced |
| Mendel Money Management | 5,003 | $685.0K | 0.43% | −10−0.2% | Reduced |
| Alethea Capital Management, LLC | 5,000 | $685.0K | 0.43% | 00.0% | Unchanged |
| Manatuck Hill Partners, LLC | 5,000 | $685.0K | 0.21% | +5,000 | New |
| Silver Lake Advisory, LLC | 4,653 | $686.0K | 0.33% | +847+22.3% | Added |
| Schwab Charitable Fund | 5,015 | $687.0K | 0.08% | 00.0% | Unchanged |
| Hummer Financial Advisory Services Inc | 5,018 | $687.0K | 0.63% | 00.0% | Unchanged |
| Heartwood Wealth Advisors LLC | 5,029 | $689.0K | 0.11% | 00.0% | Unchanged |
| Websterrogers Financial Advisors, LLC | 4,879 | $695.0K | 0.17% | −99−2.0% | Reduced |
| Barnett & Company, Inc. | 5,111 | $700.0K | 0.46% | −477−8.5% | Reduced |
| Newport Capital Group, LLC | 5,109 | $700.0K | 0.55% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 5,117 | $701.0K | 0.00% | +300+6.2% | Added |
| Blossom Wealth Management | 5,127 | $702.0K | 5.28% | −194−3.6% | Reduced |
| Flagship Private Wealth, LLC | 4,879 | $705.5K | 0.54% | +66+1.4% | Added |
| LPWM LLC | 4,889 | $709.0K | 0.43% | +651+15.4% | Added |
| North Point Portfolio Managers Corp | 5,187 | $710.0K | 0.10% | 00.0% | Unchanged |
| Capital Management Corp | 5,230 | $716.0K | 0.15% | −110−2.1% | Reduced |
| Braun-Bostich & Associates Inc. | 5,244 | $718.0K | 1.31% | −472−8.3% | Reduced |
| Schoolcraft Capital LLC | 5,287 | $724.1K | 0.26% | −585−10.0% | Reduced |
| Truefg, LLC | 5,308 | $727.0K | 0.37% | −97−1.8% | Reduced |
| FundX Investment Group, LLC | 8,194 | $738.0K | 0.60% | −84−1.0% | Reduced |
| Asset Planning Corporation | 5,393 | $739.0K | 0.72% | +36+0.7% | Added |
| Beacon Wealthcare LLC | 5,415 | $742.0K | 0.37% | 00.0% | Unchanged |
| Mokosak Advisory Group, LLC | 5,435 | $744.0K | 0.31% | +26+0.5% | Added |
| Ocean Endowment Partners, LLC | 5,688 | $745.0K | 3.58% | +2,956+108.2% | Added |
| Arq Wealth Advisors, LLC | 5,478 | $750.0K | 0.48% | +353+6.9% | Added |
| Ninepoint Partners LP | 5,491 | $752.0K | 0.33% | +459+9.1% | Added |
| Jentner Corp | 5,508 | $754.0K | 0.53% | +162+3.0% | Added |
| Resolute Partners Group | 5,502 | $754.0K | 0.11% | +193+3.6% | Added |
| Filbrandt Wealth Management, LLC | 5,516 | $755.0K | 0.43% | −58−1.0% | Reduced |
| Lowe Wealth Advisors, LLC | 5,538 | $758.0K | 0.36% | −595−9.7% | Reduced |
| Seneca Financial Advisors LLC | 5,550 | $760.1K | 0.50% | +7+0.1% | Added |
| Mason Investment Advisory Services, Inc. | 5,568 | $762.6K | 0.08% | 00.0% | Unchanged |
| Hellman Jordan Management Co Inc | 5,572 | $763.0K | 1.36% | −26,540−82.6% | Reduced |
| Rocky Mountain Advisers, LLC | 5,576 | $764.0K | 0.95% | +40+0.7% | Added |
| Prism Advisors, Inc. | 5,598 | $767.0K | 0.27% | −216−3.7% | Reduced |
| Caz Investments LP | 5,600 | $767.0K | 0.82% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 5,628 | $770.8K | 0.35% | +1,714+43.8% | Added |
| Watchman Group, Inc. | 5,629 | $771.0K | 0.45% | +500+9.7% | Added |
| IAG Wealth Partners, LLC | 5,633 | $772.0K | 0.28% | −27−0.5% | Reduced |
| Cullen Capital Management LLC | 5,640 | $772.0K | 0.01% | 00.0% | Unchanged |
| Peak Financial Advisors LLC | 5,636 | $772.0K | 0.66% | +34+0.6% | Added |
| Guidance Point Advisors, LLC | 5,649 | $773.0K | 0.30% | +3+0.1% | Added |
| Maltin Wealth Management, Inc. | 5,684 | $778.0K | 0.47% | +537+10.4% | Added |
| Winton Group Ltd | 5,686 | $779.0K | 0.04% | −45,388−88.9% | Reduced |