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 |
|---|---|---|---|---|---|
| Burleson & Company, LLC | 276,144 | $37.8M | 5.61% | −12,172−4.2% | Reduced |
| Apriem Advisors | 276,054 | $37.8M | 5.64% | −1,271−0.5% | Reduced |
| Osborne Partners Capital Management, LLC | 276,013 | $37.8M | 3.11% | +5,747+2.1% | Added |
| Fiduciary Group LLC | 257,174 | $37.8M | 4.37% | +1,530+0.6% | Added |
| Gotham Asset Management, LLC | 275,773 | $37.8M | 1.60% | −4,649−1.7% | Reduced |
| Amussen Hunsaker Associates LLC | 275,205 | $37.7M | 10.78% | +15,181+5.8% | Added |
| Terry L. Blaker | 274,779 | $37.6M | 2.45% | −5,444−1.9% | Reduced |
| Wesleyan Assurance Society | 274,600 | $37.6M | 4.71% | 00.0% | Unchanged |
| First Quadrant L P | 274,305 | $37.6M | 4.31% | −29,949−9.8% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 274,017 | $37.5M | 1.91% | +4,223+1.6% | Added |
| Blackhill Capital Inc | 273,800 | $37.5M | 3.42% | 00.0% | Unchanged |
| Affinity Capital Advisors, LLC | 272,172 | $37.3M | 12.63% | −3,590−1.3% | Reduced |
| Stokes Family Office, LLC | 271,105 | $37.1M | 5.26% | +2,161+0.8% | Added |
| Granite Investment Advisors, LLC | 271,072 | $37.1M | 5.81% | +729+0.3% | Added |
| Anchor Capital Advisors LLC | 270,271 | $37.0M | 0.74% | +550.0% | Added |
| Robertson Stephens Wealth Management, LLC | 270,180 | $37.0M | 4.45% | +49,786+22.6% | Added |
| RB Capital Management, LLC | 269,812 | $37.0M | 14.25% | +1,705+0.6% | Added |
| Churchill Management Corp | 269,388 | $36.9M | 0.54% | +5,909+2.2% | Added |
| Meridian Wealth Management, LLC | 269,339 | $36.9M | 4.70% | +8,331+3.2% | Added |
| BTR Capital Management Inc | 267,761 | $36.7M | 4.58% | +1,556+0.6% | Added |
| Close Asset Management Ltd | 267,634 | $36.6M | 1.75% | −183−0.1% | Reduced |
| Vision Capital Management, Inc. | 267,502 | $36.6M | 6.05% | +942+0.4% | Added |
| Fagan Associates, Inc. | 266,253 | $36.5M | 7.79% | −5,019−1.9% | Reduced |
| TownSquare Capital, LLC | 255,638 | $36.3M | 1.17% | +35,070+15.9% | Added |
| Schwerin Boyle Capital Management Inc | 264,170 | $36.2M | 2.98% | −1,000−0.4% | Reduced |
| Knights of Columbus Asset Advisors LLC | 263,655 | $36.1M | 3.33% | −46,397−15.0% | Reduced |
| North Star Investment Management Corp. | 263,069 | $36.0M | 2.86% | +18,515+7.6% | Added |
| Caldwell Trust Co | 261,394 | $35.8M | 4.69% | −6,996−2.6% | Reduced |
| Symmetry Partners, LLC | 260,402 | $35.7M | 2.37% | +4,434+1.7% | Added |
| Wealth Enhancement Advisory Services, LLC | 240,078 | $35.6M | 0.57% | −8,727−3.5% | Reduced |
| Alpine Woods Capital Investors, LLC | 259,763 | $35.6M | 3.69% | +403+0.2% | Added |
| Arthur M. Cohen & Associates, LLC | 259,652 | $35.6M | 7.29% | +189+0.1% | Added |
| Glenview State Bank Trust Dept. | 259,523 | $35.5M | 10.86% | −1,616−0.6% | Reduced |
| Bragg Financial Advisors, Inc | 258,519 | $35.4M | 2.26% | +3,486+1.4% | Added |
| Endurance Wealth Management, Inc. | 257,007 | $35.2M | 3.90% | +980.0% | Added |
| Fragasso Group Inc. | 256,828 | $35.2M | 4.71% | +6,206+2.5% | Added |
| Usca Ria LLC | 256,682 | $35.2M | 2.13% | +8,631+3.5% | Added |
| Bowling Portfolio Management LLC | 256,572 | $35.1M | 7.85% | +13,241+5.4% | Added |
| Bridgecreek Investment Management, LLC | 256,356 | $35.1M | 5.10% | −20,620−7.4% | Reduced |
| Gifford Fong Associates | 256,000 | $35.1M | 6.82% | 00.0% | Unchanged |
| Columbia Asset Management | 255,539 | $35.0M | 7.81% | −26,535−9.4% | Reduced |
| Ocean Capital Management, LLC | 254,079 | $34.8M | 14.91% | +625+0.2% | Added |
| Ropes Wealth Advisors LLC | 253,699 | $34.7M | 5.50% | +23,789+10.3% | Added |
| Quantitative Investment Management, LLC | 253,516 | $34.7M | 3.14% | +253,516 | New |
| AdvisorNet Financial, Inc | 252,554 | $34.6M | 2.30% | +2,783+1.1% | Added |
| Veriti Management LLC | 252,217 | $34.5M | 5.16% | +88,322+53.9% | Added |
| Pictet North America Advisors SA | 252,042 | $34.5M | 3.57% | −130,793−34.2% | Reduced |
| Kovack Advisors, Inc. | 251,892 | $34.5M | 3.93% | +4,028+1.6% | Added |
| Dakota Wealth Management | 251,783 | $34.5M | 4.13% | +13,103+5.5% | Added |
| Freemont Management S.A. | 251,600 | $34.5M | 4.94% | 00.0% | Unchanged |
| Community Bank & Trust, Waco, Texas | 250,895 | $34.4M | 11.23% | −8,988−3.5% | Reduced |
| Forbes J M & Co LLP | 250,659 | $34.3M | 4.33% | +4,179+1.7% | Added |
| Tiedemann Advisors, LLC | 250,481 | $34.3M | 1.37% | +4,532+1.8% | Added |
| MD Financial Management Inc. | 250,035 | $34.2M | 0.98% | −722,651−74.3% | Reduced |
| Shanda Asset Management Holdings Ltd | 250,000 | $34.2M | 4.60% | +100,000+66.7% | Added |
| Pacific Global Investment Management CO | 249,627 | $34.2M | 6.77% | −5,347−2.1% | Reduced |
| Falcon Wealth Planning | 249,483 | $34.2M | 14.60% | +3,703+1.5% | Added |
| Strategic Advisors LLC | 248,419 | $34.0M | 8.85% | +2,385+1.0% | Added |
| IPG Investment Advisors LLC | 248,217 | $34.0M | 9.94% | +55,073+28.5% | Added |
| Great Valley Advisor Group, Inc. | 254,510 | $34.0M | 2.51% | +14,872+6.2% | Added |
| Agf Investments Inc. | 247,924 | $34.0M | 0.25% | −382,845−60.7% | Reduced |
| United Bank | 247,185 | $33.9M | 4.55% | −14,685−5.6% | Reduced |
| Shufro Rose & Co LLC | 247,064 | $33.8M | 2.55% | −5,103−2.0% | Reduced |
| PKO Investment Management Joint-Stock Co | 247,002 | $33.8M | 4.24% | +123,054+99.3% | Added |
| HughesLittle Investment Management Ltd. | 246,440 | $33.8M | 7.86% | 00.0% | Unchanged |
| Adviser Investments LLC | 246,178 | $33.7M | 2.52% | −11,184−4.3% | Reduced |
| HighTower Trust Services, LTA | 245,314 | $33.6M | 4.10% | −1,117−0.5% | Reduced |
| Connors Investor Services Inc | 244,995 | $33.6M | 3.49% | +1,145+0.5% | Added |
| CAPROCK Group, Inc. | 244,593 | $33.5M | 3.05% | +21,674+9.7% | Added |
| Buckley Wealth Management, LLC | 244,028 | $33.4M | 11.47% | −2,904−1.2% | Reduced |
| BTC Capital Management, Inc. | 243,761 | $33.4M | 3.81% | −25,209−9.4% | Reduced |
| Granite Investment Partners, LLC | 243,798 | $33.4M | 1.03% | −6,760−2.7% | Reduced |
| Jackson Wealth Management, LLC | 243,162 | $33.3M | 4.21% | +27,454+12.7% | Added |
| Heritage Trust Co | 242,990 | $33.3M | 4.76% | −1,159−0.5% | Reduced |
| Harvest Fund Management Co., Ltd | 242,403 | $33.3M | 3.54% | +106,637+78.5% | Added |
| Winslow Asset Management Inc | 242,418 | $33.2M | 6.19% | −4,380−1.8% | Reduced |
| NBT Bank N A | 242,364 | $33.2M | 4.56% | −5,010−2.0% | Reduced |
| M Holdings Securities, Inc. | 242,329 | $33.2M | 3.24% | −8,975−3.6% | Reduced |
| Premier Asset Management LLC | 242,223 | $33.2M | 4.90% | +32,030+15.2% | Added |
| Ritholtz Wealth Management | 242,018 | $33.1M | 2.39% | +10,009+4.3% | Added |
| Meiji Yasuda Life Insurance Co | 241,717 | $33.1M | 0.61% | −3,254−1.3% | Reduced |
| Prime Capital Investment Advisors, LLC | 241,700 | $33.1M | 1.92% | +101,161+72.0% | Added |
| Pittenger & Anderson Inc | 241,674 | $33.1M | 1.70% | −971−0.4% | Reduced |
| Decatur Capital Management, Inc. | 241,485 | $33.1M | 10.33% | −8,295−3.3% | Reduced |
| Stewart & Patten Co LLC | 241,415 | $33.1M | 5.26% | +734+0.3% | Added |
| Equitable Trust Co | 240,444 | $32.9M | 2.11% | −5,103−2.1% | Reduced |
| Conning Inc. | 240,430 | $32.9M | 0.95% | −19,182−7.4% | Reduced |
| Dixon Hubard Feinour & Brown Inc | 240,232 | $32.9M | 6.84% | +265+0.1% | Added |
| Ironwood Financial, llc | 239,975 | $32.9M | 9.87% | −16,063−6.3% | Reduced |
| Accredited Investors Inc. | 239,622 | $32.8M | 3.36% | +5,123+2.2% | Added |
| M&R Capital Management Inc | 239,590 | $32.8M | 7.51% | +2,973+1.3% | Added |
| Bridgeway Capital Management, LLC | 239,080 | $32.7M | 0.59% | −5,400−2.2% | Reduced |
| Clear Harbor Asset Management, LLC | 238,763 | $32.7M | 4.01% | −2,305−1.0% | Reduced |
| Kelly Lawrence W & Associates Inc | 238,480 | $32.7M | 7.02% | −855−0.4% | Reduced |
| Nikko Asset Management Americas, Inc. | 237,918 | $32.6M | 0.13% | −1,400,790−85.5% | Reduced |
| Penn Davis McFarland Inc | 237,527 | $32.5M | 5.69% | −3,221−1.3% | Reduced |
| Callahan Advisors, LLC | 237,469 | $32.5M | 4.13% | −9,751−3.9% | Reduced |
| Abbrea Capital, LLC | 237,087 | $32.5M | 4.88% | +4,953+2.1% | Added |
| Hilltop Holdings Inc. | 237,014 | $32.5M | 3.66% | +9,314+4.1% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 236,703 | $32.4M | 3.02% | −1,021−0.4% | Reduced |