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 |
|---|---|---|---|---|---|
| Independent Family Office, LLC | 5,705 | $781.0K | 0.30% | +1,278+28.9% | Added |
| H&H Retirement Design & Management INC | 5,373 | $781.0K | 0.48% | +203+3.9% | Added |
| True Link Financial Advisors, LLC | 1,297 | $785.0K | 0.12% | −280−17.8% | Reduced |
| First Fiduciary Investment Counsel, Inc. | 5,728 | $785.0K | 0.15% | −250−4.2% | Reduced |
| Hyperion Capital Advisors LP | 5,792 | $793.0K | 0.23% | 00.0% | Unchanged |
| Trinity Wealth Management, LLC | 5,838 | $800.0K | 0.63% | −2,133−26.8% | Reduced |
| Barometer Capital Management Inc. | 5,856 | $800.8K | 0.15% | +5,856 | New |
| Vista Private Wealth Partners. LLC | 5,858 | $801.0K | 0.34% | −505−7.9% | Reduced |
| Wealthstreet Investment Advisors, LLC | 5,860 | $802.0K | 4.16% | −509,513−98.9% | Reduced |
| Covey Capital Advisors, LLC | – | $808.0K | 0.61% | – | – |
| HighMark Wealth Management LLC | 5,904 | $809.0K | 0.59% | +198+3.5% | Added |
| WESPAC Advisors, LLC | 5,928 | $812.0K | 1.55% | −17,751−75.0% | Reduced |
| Semmax Financial Advisors Inc. | 5,931 | $812.0K | 0.26% | +10+0.2% | Added |
| Sensible Financial Planning & Management, LLC. | 5,937 | $813.0K | 0.27% | +465+8.5% | Added |
| Relative Value Partners Group, LLC | 5,957 | $816.0K | 0.06% | −1,540−20.5% | Reduced |
| Landscape Capital Management, L.L.C. | 5,980 | $819.0K | 0.10% | 00.0% | Unchanged |
| Eagle Capital Management LLC | 5,987 | $820.0K | 0.00% | +5,987 | New |
| Turim 21 Investimentos Ltda. | 5,996 | $821.0K | 0.27% | +5,996 | New |
| Quinn Opportunity Partners LLC | 6,000 | $822.0K | 0.05% | +6,000 | New |
| Macroview Investment Management LLC | 6,006 | $823.0K | 1.11% | −27−0.4% | Reduced |
| MACRO Consulting Group | 6,089 | $835.0K | 0.43% | −644−9.6% | Reduced |
| Ashburton (Jersey) Ltd | 6,148 | $842.0K | 0.35% | −1,128−15.5% | Reduced |
| USAdvisors Wealth Management, LLC | 6,230 | $853.0K | 0.46% | +155+2.6% | Added |
| Camarda Financial Advisors, LLC | 6,270 | $859.0K | 0.53% | +195+3.2% | Added |
| Ballew Advisors, Inc | 5,905 | $860.0K | 0.60% | −6,515−52.5% | Reduced |
| Jacobson & Schmitt Advisors, LLC | 6,301 | $863.0K | 0.24% | +641+11.3% | Added |
| MorganRosel Wealth Management, LLC | 6,324 | $866.0K | 0.49% | −7,782−55.2% | Reduced |
| Compton Financial Group, LLC | 6,332 | $867.0K | 0.37% | +49+0.8% | Added |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 6,348 | $869.0K | 0.01% | 00.0% | Unchanged |
| Financial Planning & Information Services, Inc. | 6,350 | $870.0K | 0.26% | +10.0% | Added |
| Retirement Group, LLC | 6,389 | $875.0K | 0.42% | −19,763−75.6% | Reduced |
| Ackerman Capital Advisors, LLC | 6,388 | $875.0K | 0.20% | −552−8.0% | Reduced |
| Defender Capital, LLC. | 6,436 | $881.0K | 0.29% | 00.0% | Unchanged |
| RWWM, Inc. | 6,448 | $883.0K | 0.11% | +2,340+57.0% | Added |
| Palladiem, LLC | 6,497 | $890.0K | 0.72% | 00.0% | Unchanged |
| Hatton Consulting, Inc. | 6,504 | $891.0K | 0.70% | +697+12.0% | Added |
| Reston Wealth Management LLC | 6,516 | $892.0K | 0.45% | +12+0.2% | Added |
| Marshall Financial Group Inc | 6,533 | $895.0K | 0.38% | −323−4.7% | Reduced |
| FormulaFolio Investments, LLC | 6,556 | $898.0K | 0.30% | +5+0.1% | Added |
| Your Advocates Ltd., LLP | 6,588 | $902.0K | 0.59% | −40−0.6% | Reduced |
| Rodgers & Associates, LTD | 6,586 | $902.0K | 0.15% | +10.0% | Added |
| Syquant Capital SAS | 6,600 | $904.0K | 1.08% | −2,000−23.3% | Reduced |
| Mycio Wealth Partners, LLC | 6,608 | $905.0K | 0.37% | 00.0% | Unchanged |
| Prentice Wealth Management LLC | 6,653 | $911.0K | 0.47% | +478+7.7% | Added |
| F&V Capital Management, LLC | 6,664 | $913.0K | 0.34% | 00.0% | Unchanged |
| Financial & Tax Architects, LLC | 6,698 | $917.4K | 0.45% | +349+5.5% | Added |
| EWG Elevate Inc. | 6,721 | $923.0K | 0.36% | −1,900−22.0% | Reduced |
| Columbus Macro, LLC | 6,747 | $924.0K | 0.29% | +169+2.6% | Added |
| Tobam | 6,773 | $928.0K | 0.04% | −1,651−19.6% | Reduced |
| Triasima Portfolio Management inc. | 6,780 | $929.0K | 0.05% | 00.0% | Unchanged |
| Lesa Sroufe & Co | 6,800 | $931.0K | 0.93% | +623+10.1% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 6,870 | $940.9K | 1.11% | +650+10.5% | Added |
| Advanced Research Investment Solutions, LLC | 6,887 | $943.0K | 0.85% | +177+2.6% | Added |
| Cedar Mountain Advisors, LLC | 6,888 | $943.0K | 0.31% | +343+5.2% | Added |
| McNamara Financial Services, Inc. | 6,899 | $945.0K | 0.26% | +95+1.4% | Added |
| Hanlon Investment Management, Inc. | 7,020 | $961.0K | 0.20% | −8,125−53.6% | Reduced |
| Avenue 1 Advisors, LLC | 7,077 | $969.0K | 0.56% | −361−4.9% | Reduced |
| Tri-Star Advisors Inc. | 7,079 | $970.0K | 0.44% | −10−0.1% | Reduced |
| Sanchez Wealth Management Group | 7,083 | $970.0K | 0.44% | +10+0.1% | Added |
| Kanen Wealth Management LLC | 7,080 | $970.0K | 0.22% | +780+12.4% | Added |
| Altus Wealth Management, LLC | 7,091 | $971.0K | 0.63% | −9−0.1% | Reduced |
| Schwartz Investment Counsel Inc | 7,100 | $972.0K | 0.04% | −1,200−14.5% | Reduced |
| Ground Swell Capital, LLC | 7,094 | $972.0K | 5.27% | +5,413+322.0% | Added |
| O'Neil Global Advisors, Inc. | 7,106 | $973.0K | 0.30% | +7,106 | New |
| ForthRight Wealth Management, LLC | 7,137 | $977.0K | 0.62% | −79−1.1% | Reduced |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 7,164 | $981.0K | 1.01% | +1,200+20.1% | Added |
| Hutner Capital Management Inc | 7,161 | $981.0K | 0.63% | +2,561+55.7% | Added |
| Howard Capital Management Inc. | 10,428 | $984.0K | 0.19% | +921+9.7% | Added |
| Samlyn Capital, LLC | 7,260 | $994.0K | 0.02% | −18,500−71.8% | Reduced |
| Oakwell Private Wealth Management, LLC | 7,256 | $994.0K | 0.64% | +50+0.7% | Added |
| NexWave Capital Partners LLC | 7,290 | $998.0K | 1.91% | −4,620−38.8% | Reduced |
| Marotta Asset Management | 11,273 | $998.4K | 0.24% | −1,166−9.4% | Reduced |
| MKD Wealth Coaches, LLC | 7,316 | $1.00M | 1.60% | 00.0% | Unchanged |
| Oberweis Asset Management Inc | 7,334 | $1.00M | 0.22% | −79−1.1% | Reduced |
| Heritage Way Advisors, LLC | 7,361 | $1.01M | 0.41% | −100−1.3% | Reduced |
| Piershale Financial Group, Inc. | 7,364 | $1.01M | 0.40% | +2,945+66.6% | Added |
| Triumph Capital Management | 6,762 | $1.01M | 0.59% | +6,762 | New |
| NSI Retail Advisors, LLC | 7,416 | $1.02M | 0.15% | +7,416 | New |
| Strategic Equity Management | 7,492 | $1.03M | 0.35% | +75+1.0% | Added |
| Key Square Capital Management LLC | 7,500 | $1.03M | 0.21% | +7,500 | New |
| Partners in Financial Planning | 7,500 | $1.03M | 0.32% | +7,500 | New |
| Courage Miller Partners, LLC | 7,520 | $1.03M | 0.42% | 00.0% | Unchanged |
| Earnest Partners LLC | 7,529 | $1.03M | 0.01% | 00.0% | Unchanged |
| Hunter Perkins Capital Management, LLC | 7,552 | $1.03M | 0.19% | −1,070−12.4% | Reduced |
| ACT Advisors, LLC. | 7,292 | $1.04M | 0.79% | +190+2.7% | Added |
| Treybourne Wealth Planners, Inc. | 7,562 | $1.04M | 0.64% | +56+0.7% | Added |
| Rice Hall James & Associates, LLC | 7,568 | $1.04M | 0.04% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 7,600 | $1.04M | 0.27% | −69,100−90.1% | Reduced |
| BlueSky Wealth Advisors, LLC | 7,173 | $1.04M | 0.20% | −156−2.1% | Reduced |
| Elwood & Goetz Wealth Advisory Group, LLC | 7,629 | $1.04M | 0.39% | −665−8.0% | Reduced |
| LVZ Advisors, Inc. | 7,650 | $1.05M | 0.15% | +1,453+23.4% | Added |
| Range Financial Group LLC | 7,668 | $1.05M | 0.78% | +518+7.2% | Added |
| Portland Investment Counsel Inc. | 7,656 | $1.06M | 0.52% | +1,346+21.3% | Added |
| Signify Wealth | 7,802 | $1.07M | 0.82% | −7−0.1% | Reduced |
| Brand Asset Management Group, Inc. | 7,822 | $1.07M | 0.52% | +3,182+68.6% | Added |
| Innova Wealth Partners | 7,860 | $1.08M | 0.85% | −400−4.8% | Reduced |
| Rex Capital Advisors, LLC | 7,872 | $1.08M | 0.52% | 00.0% | Unchanged |
| Riversedge Advisors, LLC | 7,894 | $1.08M | 0.40% | +1,213+18.2% | Added |
| PYA Waltman Capital, LLC | 7,905 | $1.08M | 0.56% | +40+0.5% | Added |
| Boston Standard Wealth Management, LLC | 7,951 | $1.09M | 0.33% | +6+0.1% | Added |