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; 6,150 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 | 6,150 | $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 |
|---|---|---|---|---|---|
| Precision Wealth Strategies, LLC | 12,536 | $1.72M | 1.48% | +550+4.6% | Added |
| Adalta Capital Management LLC | 12,549 | $1.72M | 0.94% | +99+0.8% | Added |
| C M Bidwell & Associates Ltd | 12,672 | $1.74M | 1.14% | +876+7.4% | Added |
| Waypoint Wealth Partners Inc. | 12,689 | $1.74M | 0.67% | −2,162−14.6% | Reduced |
| Clear Investment Research, LLC | 12,728 | $1.74M | 2.91% | +8,427+195.9% | Added |
| Western Financial Corporation | 12,776 | $1.75M | 0.95% | +458+3.7% | Added |
| Platinum Investment Management Ltd | 12,788 | $1.75M | 0.04% | 00.0% | Unchanged |
| Strategic Wealth Management Inc | 12,798 | $1.75M | 0.95% | +12,798 | New |
| Foster Victor Wealth Advisors, LLC | 12,807 | $1.75M | 0.29% | +1,124+9.6% | Added |
| Tandem Investment Advisors, Inc. | 12,814 | $1.75M | 0.15% | −720−5.3% | Reduced |
| KWB Wealth | 14,410 | $1.76M | 0.34% | 00.0% | Unchanged |
| Goodwin Daniel L | 12,879 | $1.76M | 0.84% | +763+6.3% | Added |
| HM Capital Management, LLC | 12,875 | $1.76M | 0.77% | +16+0.1% | Added |
| Granite Point Capital Management, L.P. | 13,000 | $1.78M | 0.53% | 00.0% | Unchanged |
| Signature Wealth Management Group | 13,028 | $1.78M | 0.99% | +968+8.0% | Added |
| Fort, L.P. | 13,049 | $1.79M | 0.52% | −1,377−9.5% | Reduced |
| 6 Meridian | 13,047 | $1.79M | 0.14% | −460−3.4% | Reduced |
| Applied Capital LLC | 13,094 | $1.79M | 1.72% | −32−0.2% | Reduced |
| Uncommon Cents Investing LLC | 13,116 | $1.80M | 0.72% | −218−1.6% | Reduced |
| Summit Wealth Partners, LLC | 13,119 | $1.80M | 0.43% | −42−0.3% | Reduced |
| HBC Financial Services, PLLC | 12,620 | $1.80M | 1.21% | −419−3.2% | Reduced |
| First National Bank of South Miami | 13,118 | $1.80M | 1.23% | +395+3.1% | Added |
| Heron Financial Group, LLC | 13,131 | $1.80M | 1.03% | −578−4.2% | Reduced |
| Cubic Asset Management, LLC | 13,131 | $1.80M | 0.44% | −25−0.2% | Reduced |
| Archetype Wealth Partners | 13,141 | $1.80M | 0.62% | +746+6.0% | Added |
| Valtinson Bruner Financial Planning LLC | 12,313 | $1.81M | 1.03% | −111−0.9% | Reduced |
| Berkeley Capital Partners, LLC | 13,204 | $1.81M | 0.81% | −109−0.8% | Reduced |
| Ibex Investors LLC | 13,200 | $1.81M | 1.10% | +13,200 | New |
| Emerald Mutual Fund Advisers Trust | 13,220 | $1.81M | 0.06% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 13,240 | $1.81M | 1.16% | 00.0% | Unchanged |
| Ami Investment Management Inc | 13,309 | $1.82M | 0.74% | +248+1.9% | Added |
| Fca Corp | 13,370 | $1.83M | 0.52% | −14,350−51.8% | Reduced |
| Professional Financial Advisors, LLC | 13,456 | $1.83M | 1.01% | −2,955−18.0% | Reduced |
| Peterson Wealth Advisors, LLC | 13,405 | $1.84M | 0.65% | +268+2.0% | Added |
| Dougherty Wealth Advisers LLC | 13,414 | $1.84M | 2.71% | −100−0.7% | Reduced |
| Marks Wealth, LLC | 13,521 | $1.85M | 0.63% | −252−1.8% | Reduced |
| Cohen & Steers, Inc. | 13,575 | $1.86M | 0.00% | +1,579+13.2% | Added |
| FSA Wealth Management LLC | 13,591 | $1.86M | 1.17% | −60.0% | Reduced |
| Alta Wealth Advisors LLC | 13,593 | $1.86M | 1.36% | +342+2.6% | Added |
| Fortis Advisors, LLC | 13,593 | $1.86M | 1.08% | +3,600+36.0% | Added |
| Waller Financial Planning Group, Inc | 13,649 | $1.87M | 0.50% | +231+1.7% | Added |
| Curran Financial Partners, LLC | 13,680 | $1.87M | 1.03% | +529+4.0% | Added |
| Stone Run Capital, LLC | 13,732 | $1.88M | 0.66% | +36+0.3% | Added |
| Groesbeck Investment Management Corp | 13,740 | $1.88M | 2.40% | −164−1.2% | Reduced |
| Resource Planning Group | 13,796 | $1.89M | 1.09% | +13,796 | New |
| RGT Wealth Advisors, LLC | 13,839 | $1.90M | 0.34% | −2,272−14.1% | Reduced |
| Hillsdale Investment Management Inc. | 13,838 | $1.90M | 0.15% | +1,130+8.9% | Added |
| Harvey Investment Co LLC | 13,852 | $1.90M | 0.25% | 00.0% | Unchanged |
| JBJ Investment Partners, LLC | 13,881 | $1.90M | 0.39% | −849−5.8% | Reduced |
| Freedman Financial Associates, Inc. | 13,958 | $1.91M | 1.44% | +2,840+25.5% | Added |
| Pacific Capital Wealth Advisors, Inc | 13,975 | $1.91M | 0.96% | −1,685−10.8% | Reduced |
| Brouwer & Janachowski, LLC | 13,975 | $1.91M | 0.33% | +741+5.6% | Added |
| Cahaba Wealth Management, Inc. | 13,140 | $1.92M | 0.30% | −1,583−10.8% | Reduced |
| Boston Partners | 14,000 | $1.92M | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 13,995 | $1.92M | 0.58% | +1,169+9.1% | Added |
| Aft, Forsyth & Sober, LLC | 14,050 | $1.92M | 0.72% | 00.0% | Unchanged |
| Fairholme Capital Management LLC | 14,060 | $1.93M | 0.15% | +9,800+230.0% | Added |
| Tower Wealth Partners, Inc. | 14,071 | $1.93M | 2.12% | −410−2.8% | Reduced |
| First Dallas Securities Inc. | 14,072 | $1.93M | 1.26% | +2,485+21.4% | Added |
| Activest Wealth Management | 14,157 | $1.94M | 1.46% | −2,582−15.4% | Reduced |
| Horizon Kinetics Asset Management LLC | 14,168 | $1.94M | 0.04% | −223−1.5% | Reduced |
| Private Management Group Inc | 14,214 | $1.95M | 0.09% | +137+1.0% | Added |
| Marathon Trading Investment Management LLC | 14,234 | $1.95M | 1.06% | +14,234 | New |
| Investment Security Group Inc | 14,281 | $1.96M | 0.77% | +93+0.7% | Added |
| Magnetar Financial LLC | 14,302 | $1.96M | 0.02% | +14,302 | New |
| Penbrook Management LLC | 14,336 | $1.96M | 1.24% | −680−4.5% | Reduced |
| Benedetti & Gucer, Inc. | 14,353 | $1.97M | 1.76% | +562+4.1% | Added |
| Vista Capital Partners, Inc. | 14,368 | $1.97M | 0.28% | −3,031−17.4% | Reduced |
| X-Square Capital, LLC | 14,403 | $1.97M | 0.93% | +2,219+18.2% | Added |
| Wooster Corthell Wealth Management, Inc. | 14,447 | $1.98M | 0.50% | −64−0.4% | Reduced |
| SWS Partners | 14,473 | $1.98M | 1.29% | −1,375−8.7% | Reduced |
| Systematic Financial Management LP | 14,480 | $1.98M | 0.06% | −1,120−7.2% | Reduced |
| Soundmark Wealth Management, LLC | 14,545 | $1.98M | 0.82% | +1,098+8.2% | Added |
| Garrison Asset Management, LLC | 14,486 | $1.98M | 1.20% | −947−6.1% | Reduced |
| FOCUS Wealth Advisors, LLC | 14,538 | $1.99M | 1.39% | −308−2.1% | Reduced |
| Cedar Wealth Management, LLC | 14,584 | $2.00M | 0.90% | +3,680+33.7% | Added |
| Vaughan & Co Securities, Inc. | 14,586 | $2.00M | 1.48% | +5,438+59.4% | Added |
| Portfolio Strategies, Inc. | 14,600 | $2.00M | 0.40% | +364+2.6% | Added |
| Petix & Botte Co | 14,621 | $2.00M | 1.40% | −319−2.1% | Reduced |
| Eubel Brady & Suttman Asset Management Inc | 16,443 | $2.01M | 0.18% | −16,443−50.0% | Reduced |
| New England Guild Wealth Advisors, Inc. | 14,697 | $2.01M | 1.09% | +201+1.4% | Added |
| Marshall & Sullivan Inc | 14,722 | $2.02M | 1.12% | +20.0% | Added |
| Towerpoint Wealth, LLC | 14,755 | $2.02M | 1.00% | +349+2.4% | Added |
| Madrona Financial Services, LLC | 14,791 | $2.03M | 1.04% | +8+0.1% | Added |
| Chicago Wealth Management, Inc. | 14,805 | $2.03M | 1.46% | −84−0.6% | Reduced |
| Ade, LLC | 14,824 | $2.03M | 1.85% | +24+0.2% | Added |
| SRB Corp | 14,915 | $2.04M | 0.13% | +2,895+24.1% | Added |
| Investors Asset Management of Georgia Inc | 15,043 | $2.06M | 1.11% | +323+2.2% | Added |
| Eisler Capital (UK) Ltd. | 15,041 | $2.06M | 0.41% | +15,041 | New |
| Matthew Goff Investment Advisor, LLC | 15,083 | $2.07M | 0.52% | −582−3.7% | Reduced |
| Beta Wealth Group, Inc. | 15,087 | $2.07M | 1.44% | +863+6.1% | Added |
| OPSEU Pension Plan Trust Fund | 14,866 | $2.07M | 0.53% | −6,038−28.9% | Reduced |
| Emerald Advisors, LLC | 15,118 | $2.07M | 0.65% | +471+3.2% | Added |
| Hudson Portfolio Management LLC | 15,145 | $2.07M | 1.91% | −115−0.8% | Reduced |
| Planned Solutions, Inc. | 15,145 | $2.07M | 1.47% | 00.0% | Unchanged |
| Wealth Advisors of Iowa, LLC | 15,256 | $2.09M | 1.09% | +795+5.5% | Added |
| Corundum Group, Inc. | 15,272 | $2.09M | 1.37% | −800−5.0% | Reduced |
| Willis Investment Counsel | 15,286 | $2.09M | 0.12% | +80+0.5% | Added |
| Crestone Asset Management LLC | 15,294 | $2.10M | 0.45% | −1,219−7.4% | Reduced |
| Cardinal Point Wealth Management LLC | 15,320 | $2.10M | 0.95% | +668+4.6% | Added |