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 8 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 | 6,135 | $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 | 4,403 | $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 |
|---|---|---|---|---|---|
| K.J. Harrison & Partners Inc | 236,361 | $32.4M | 4.64% | +9,845+4.3% | Added |
| Berkshire Asset Management LLC | 236,159 | $32.3M | 2.19% | +29,830+14.5% | Added |
| Intersect Capital LLC | 236,024 | $32.3M | 5.72% | +4,653+2.0% | Added |
| Pennsylvania Capital Management Inc | 222,387 | $32.3M | 15.85% | +4,062+1.9% | Added |
| Gemsstock Limited | 235,500 | $32.3M | 10.17% | +235,500 | New |
| Griffin Asset Management, Inc. | 235,280 | $32.2M | 3.88% | −5,083−2.1% | Reduced |
| Keystone Financial Group | 235,080 | $32.2M | 5.83% | −11,754−4.8% | Reduced |
| RNC Capital Management LLC | 235,040 | $32.2M | 1.70% | +12,201+5.5% | Added |
| Park Avenue Securities LLC | 235,012 | $32.2M | 0.68% | +4,076+1.8% | Added |
| Estabrook Capital Management | 234,736 | $32.1M | 4.88% | −11,144−4.5% | Reduced |
| Allworth Financial LP | 234,637 | $32.1M | 0.59% | +21,711+10.2% | Added |
| Q Capital Solutions | 234,216 | $32.1M | 24.12% | +15,554+7.1% | Added |
| Bedell Frazier Investment Counseling, LLC | 234,168 | $32.1M | 8.12% | +471+0.2% | Added |
| Somerville Kurt F | 233,668 | $32.0M | 4.78% | −8,172−3.4% | Reduced |
| Washington Trust Bank | 233,438 | $32.0M | 3.79% | −396−0.2% | Reduced |
| CORDA Investment Management, LLC. | 233,232 | $31.9M | 2.74% | +820.0% | Added |
| Foster & Motley Inc | 232,800 | $31.9M | 2.67% | −2,887−1.2% | Reduced |
| Camden Capital, LLC | 232,609 | $31.9M | 7.40% | +7,277+3.2% | Added |
| Lockheed Martin Investment Management Co | 232,584 | $31.9M | 1.67% | −67,320−22.4% | Reduced |
| Culbertson A N & Co Inc | 232,122 | $31.8M | 6.62% | −2,411−1.0% | Reduced |
| Douglas Lane & Associates, LLC | 230,807 | $31.6M | 0.44% | −4,890−2.1% | Reduced |
| Flagship Harbor Advisors, LLC | 230,680 | $31.6M | 3.39% | +3,487+1.5% | Added |
| James Investment Research Inc | 230,462 | $31.6M | 2.70% | +20,188+9.6% | Added |
| Bristlecone Advisors, LLC | 230,364 | $31.6M | 4.27% | +981+0.4% | Added |
| Greatmark Investment Partners, Inc. | 230,299 | $31.5M | 5.71% | −6,052−2.6% | Reduced |
| Sabadell Asset Management, S.A S.G.I.I.C | 229,781 | $31.5M | 5.43% | +229,781 | New |
| Brickley Wealth Management | 229,209 | $31.4M | 7.93% | −176,310−43.5% | Reduced |
| Blue Fin Capital, Inc. | 229,080 | $31.4M | 9.67% | −5,081−2.2% | Reduced |
| Spinnaker Trust | 228,865 | $31.3M | 2.18% | −4,115−1.8% | Reduced |
| German American Bancorp, Inc. | 228,233 | $31.3M | 4.92% | +10,962+5.0% | Added |
| Trustcore Financial Services, LLC | 227,809 | $31.2M | 3.29% | +515+0.2% | Added |
| JCIC Asset Management Inc. | 183,459 | $31.2M | 8.02% | −765−0.4% | Reduced |
| Clarius Group, LLC | 227,423 | $31.1M | 2.80% | +1,831+0.8% | Added |
| JLB & Associates Inc | 226,905 | $31.1M | 4.84% | −5,509−2.4% | Reduced |
| Laidlaw Wealth Management LLC | 226,806 | $31.1M | 8.01% | +7,756+3.5% | Added |
| GM Advisory Group, Inc. | 226,661 | $31.0M | 3.18% | +2,391+1.1% | Added |
| Rossmore Private Capital | 226,569 | $31.0M | 5.31% | +2,608+1.2% | Added |
| Avestar Capital, LLC | 226,289 | $31.0M | 5.97% | +725+0.3% | Added |
| NZS Capital, LLC | 226,234 | $31.0M | 2.85% | +226,234 | New |
| Goelzer Investment Management, Inc. | 226,109 | $31.0M | 2.57% | −807−0.4% | Reduced |
| Tarbox Family Office, Inc. | 225,734 | $30.9M | 5.53% | +29,612+15.1% | Added |
| Islet Management, LP | 225,000 | $30.8M | 1.62% | +225,000 | New |
| Cypress Capital Group | 224,676 | $30.8M | 4.17% | −5,323−2.3% | Reduced |
| Transform Wealth, LLC | 224,598 | $30.8M | 3.76% | +85,979+62.0% | Added |
| Schmidt P J Investment Management Inc | 206,680 | $30.7M | 6.13% | −6,156−2.9% | Reduced |
| D L Carlson Investment Group Inc | 223,252 | $30.6M | 5.29% | −1,309−0.6% | Reduced |
| Woodstock Corp | 222,111 | $30.4M | 3.58% | −7,096−3.1% | Reduced |
| FourThought Financial, LLC | 221,827 | $30.4M | 4.06% | −650−0.3% | Reduced |
| Campbell Capital Management Inc | 220,777 | $30.2M | 13.67% | +700+0.3% | Added |
| Payden & Rygel | 220,500 | $30.2M | 1.44% | −7,600−3.3% | Reduced |
| Gamco Investors, Inc. Et Al | 220,113 | $30.1M | 0.26% | +10,162+4.8% | Added |
| BBVA USA | 220,107 | $30.1M | 1.68% | +220,107 | New |
| Ergoteles LLC | 220,097 | $30.1M | 0.69% | −402,155−64.6% | Reduced |
| L & S Advisors Inc | 220,038 | $30.1M | 3.24% | +8,901+4.2% | Added |
| First Horizon Corp | 220,012 | $30.1M | 2.70% | −40,233−15.5% | Reduced |
| Annex Advisory Services, LLC | 219,378 | $30.1M | 2.44% | +5,157+2.4% | Added |
| Arkadios Wealth Advisors | 219,273 | $30.0M | 3.66% | +33,147+17.8% | Added |
| Nicollet Investment Management, Inc. | 218,952 | $30.0M | 12.21% | −2,913−1.3% | Reduced |
| Addenda Capital Inc. | 218,926 | $30.0M | 1.41% | +3,640+1.7% | Added |
| Private Trust Co NA | 218,749 | $30.0M | 4.54% | −2,068−0.9% | Reduced |
| Sargent Bickham Lagudis LLC | 218,403 | $29.9M | 2.44% | −3,722−1.7% | Reduced |
| V Wealth Advisors LLC | 218,343 | $29.9M | 4.76% | +8,966+4.3% | Added |
| Cornerstone Advisory, LLC | 217,917 | $29.8M | 5.03% | −1,339−0.6% | Reduced |
| Executive Wealth Management, LLC | 217,895 | $29.8M | 3.27% | +3,986+1.9% | Added |
| Bank of Hawaii | 217,515 | $29.8M | 1.67% | −14,130−6.1% | Reduced |
| J.P. Marvel Investment Advisors, LLC | 216,224 | $29.6M | 6.30% | +460.0% | Added |
| Cape Cod Five Cents Savings Bank | 216,154 | $29.6M | 3.06% | −2,134−1.0% | Reduced |
| Wittenberg Investment Management, Inc. | 215,771 | $29.6M | 11.91% | +2,560+1.2% | Added |
| SP Asset Management | 200,703 | $29.5M | 3.24% | −932−0.5% | Reduced |
| Balyasny Asset Management LLC | 214,465 | $29.4M | 0.16% | +214,465 | New |
| Moreno Evelyn V | 214,452 | $29.4M | 6.90% | −9,661−4.3% | Reduced |
| PFG Advisors | 214,409 | $29.4M | 3.37% | +6,106+2.9% | Added |
| Essex Financial Services, Inc. | 240,364 | $29.4M | 4.25% | 00.0% | Unchanged |
| Paradigm Financial Advisors, LLC | 213,987 | $29.3M | 6.53% | −8,926−4.0% | Reduced |
| Abner Herrman & Brock LLC | 213,640 | $29.3M | 4.09% | −3,543−1.6% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 213,172 | $29.2M | 4.83% | +80.0% | Added |
| Focus Financial Network, Inc. | 212,755 | $29.1M | 3.88% | −449,359−67.9% | Reduced |
| Trust Co of Toledo NA | 212,334 | $29.1M | 4.90% | −7,607−3.5% | Reduced |
| Barr E S & Co | 212,219 | $29.1M | 2.09% | +816+0.4% | Added |
| 1st Source Bank | 211,182 | $28.9M | 1.82% | −3,659−1.7% | Reduced |
| Ballentine Partners, LLC | 210,995 | $28.9M | 1.00% | +1,226+0.6% | Added |
| Edge Wealth Management LLC | 210,737 | $28.9M | 5.87% | −832−0.4% | Reduced |
| American Assets Investment Management, LLC | 210,000 | $28.8M | 3.76% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 209,945 | $28.8M | 3.99% | +61,816+41.7% | Added |
| Greenwood Gearhart Inc | 209,582 | $28.7M | 4.63% | +14,457+7.4% | Added |
| Draper Asset Management, LLC | 209,487 | $28.7M | 28.52% | −21,106−9.2% | Reduced |
| Sanford Advisory Services, LLC | 209,169 | $28.6M | 7.38% | +283+0.1% | Added |
| Physicians Financial Services, Inc. | 209,077 | $28.6M | 11.74% | −11,361−5.2% | Reduced |
| Johanson Financial Advisors, Inc. | 192,633 | $28.6M | 9.68% | −2,319−1.2% | Reduced |
| First Midwest Bank Trust Division | 208,822 | $28.6M | 3.85% | −13,623−6.1% | Reduced |
| Hilton Capital Management, LLC | 207,992 | $28.5M | 3.01% | +963+0.5% | Added |
| Westchester Capital Management, Inc. | 207,565 | $28.4M | 7.98% | −5,739−2.7% | Reduced |
| Condor Capital Management | 207,503 | $28.4M | 3.14% | +2,673+1.3% | Added |
| Saybrook Capital | 207,502 | $28.4M | 7.76% | +1,215+0.6% | Added |
| Asahi Life Asset Management Co., Ltd. | 207,332 | $28.4M | 3.80% | +9,822+5.0% | Added |
| Lake Street Financial LLC | 206,608 | $28.4M | 7.22% | +1,183+0.6% | Added |
| Integrated Advisors Network LLC | 206,832 | $28.3M | 2.08% | +4,066+2.0% | Added |
| Proequities, Inc. | 215,195 | $28.3M | 1.78% | +4,057+1.9% | Added |
| GFS Advisors, LLC | 206,731 | $28.3M | 6.37% | +1,329+0.6% | Added |
| Wellington Shields Capital Management, LLC | 206,652 | $28.3M | 3.42% | −630.0% | Reduced |