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 |
|---|---|---|---|---|---|
| TrinityPoint Wealth, LLC | 180,195 | $24.7M | 5.05% | +3,037+1.7% | Added |
| Naples Global Advisors, LLC | 180,176 | $24.7M | 3.43% | +1,912+1.1% | Added |
| Capstone Financial Advisors, Inc. | 179,960 | $24.6M | 1.95% | +299+0.2% | Added |
| ARS Wealth Advisors, LLC | 179,211 | $24.5M | 4.41% | −5,095−2.8% | Reduced |
| Cubist Systematic Strategies, LLC | 178,526 | $24.5M | 0.28% | −241,763−57.5% | Reduced |
| Madison Asset Management, LLC | 178,143 | $24.4M | 0.33% | +8,065+4.7% | Added |
| WestEnd Advisors, LLC | – | $24.3M | 0.79% | – | – |
| Aristotle Atlantic Partners, LLC | 177,148 | $24.3M | 1.60% | +9,695+5.8% | Added |
| Waters Parkerson & Co., LLC | 177,055 | $24.2M | 1.40% | −1,629−0.9% | Reduced |
| Princeton Capital Management LLC | 176,487 | $24.2M | 7.48% | +1,895+1.1% | Added |
| We Are One Seven, LLC | 176,423 | $24.2M | 3.38% | +25,729+17.1% | Added |
| Sanders Morris Harris LLC | 173,659 | $24.1M | 4.69% | +74,132+74.5% | Added |
| Cim, LLC | 165,083 | $24.1M | 3.92% | +2,114+1.3% | Added |
| Haverford Financial Services, Inc. | 175,887 | $24.1M | 5.89% | −5,133−2.8% | Reduced |
| Private Advisory Group LLC | 175,738 | $24.1M | 6.09% | +7,197+4.3% | Added |
| Knuff & Co LLC | 175,701 | $24.1M | 8.95% | +1,000+0.6% | Added |
| Galvin, Gaustad & Stein, LLC | 175,451 | $24.0M | 2.29% | +3,058+1.8% | Added |
| SNS Financial Group, LLC | 175,291 | $24.0M | 3.14% | −3,436−1.9% | Reduced |
| Blueshift Asset Management, LLC | 175,032 | $24.0M | 1.31% | +175,032 | New |
| Krilogy Financial LLC | 174,975 | $24.0M | 2.39% | +454+0.3% | Added |
| KCS Wealth Advisory | 174,872 | $23.9M | 11.27% | −366−0.2% | Reduced |
| Willow Creek Wealth Management Inc. | 174,722 | $23.9M | 5.71% | +112,240+179.6% | Added |
| Kidder Stephen W | 174,610 | $23.9M | 7.38% | −6,945−3.8% | Reduced |
| First National Bank & Trust Co of Newtown | 174,379 | $23.9M | 4.94% | −311−0.2% | Reduced |
| Orion Portfolio Solutions, LLC | 174,299 | $23.9M | 0.94% | −508−0.3% | Reduced |
| Harbor Island Capital LLC | 173,866 | $23.8M | 11.85% | 00.0% | Unchanged |
| Sander Capital Advisors Inc | 173,727 | $23.8M | 10.68% | −694−0.4% | Reduced |
| Valley National Advisers Inc | 172,957 | $23.7M | 4.32% | +409+0.2% | Added |
| Eudaimonia Partners, LLC | 172,673 | $23.6M | 4.44% | −18,940−9.9% | Reduced |
| Nations Financial Group Inc, | 172,257 | $23.6M | 3.95% | +20,681+13.6% | Added |
| Hunter Associates Investment Management LLC | 172,199 | $23.6M | 7.34% | −32,184−15.7% | Reduced |
| Fort Sheridan Advisors LLC | 172,110 | $23.6M | 7.86% | +7,911+4.8% | Added |
| Financial Architects, Inc | 172,063 | $23.6M | 3.40% | +2,068+1.2% | Added |
| PFS Investments Inc. | 162,348 | $23.6M | 0.54% | +13,225+8.9% | Added |
| Legacy Capital Partners, Inc. | 171,968 | $23.6M | 8.43% | −3,770−2.1% | Reduced |
| Pioneer Trust Bank N A | 171,481 | $23.5M | 6.67% | −4,412−2.5% | Reduced |
| Minot Wealth Management LLC | 161,208 | $23.5M | 5.13% | +24,981+18.3% | Added |
| South Street Advisors LLC | 170,956 | $23.4M | 4.34% | −20,325−10.6% | Reduced |
| Allen Investment Management LLC | 170,899 | $23.4M | 0.32% | −740−0.4% | Reduced |
| TRUE Private Wealth Advisors | 170,818 | $23.4M | 3.48% | +2,109+1.3% | Added |
| Martin Investment Management, LLC | 170,802 | $23.4M | 6.03% | +1,737+1.0% | Added |
| Klingman & Associates, LLC | 170,656 | $23.4M | 2.24% | +2,159+1.3% | Added |
| Conway Capital Management, Inc. | 170,653 | $23.4M | 15.96% | −689−0.4% | Reduced |
| Staley Capital Advisers Inc | 170,407 | $23.3M | 1.22% | −256−0.2% | Reduced |
| Capital Investment Advisory Services, LLC | 170,284 | $23.3M | 2.93% | +4,492+2.7% | Added |
| Budros, Ruhlin & Roe, Inc. | 170,156 | $23.3M | 2.56% | −597−0.3% | Reduced |
| Sentry Investment Management LLC | 170,117 | $23.3M | 5.93% | +21,785+14.7% | Added |
| Citizens Business Bank | 170,016 | $23.3M | 3.06% | −23,360−12.1% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 169,966 | $23.3M | 8.56% | −260−0.2% | Reduced |
| Princeton Portfolio Strategies Group LLC | 169,454 | $23.2M | 4.49% | −14,580−7.9% | Reduced |
| Oak Asset Management, LLC | 169,324 | $23.2M | 9.75% | −831−0.5% | Reduced |
| City Holding Co | 169,175 | $23.2M | 4.08% | −770.0% | Reduced |
| Global Retirement Partners, LLC | 168,663 | $23.1M | 2.37% | +3,945+2.4% | Added |
| Northstar Group, Inc. | 168,653 | $23.1M | 6.05% | +2,615+1.6% | Added |
| Graypoint LLC | 168,404 | $23.1M | 3.06% | +10,825+6.9% | Added |
| Bouchey Financial Group Ltd | 168,240 | $23.0M | 3.67% | +50,859+43.3% | Added |
| Mercer Capital Advisers, Inc. | 168,228 | $23.0M | 11.50% | −1,140−0.7% | Reduced |
| Dorchester Wealth Management Co | 167,793 | $23.0M | 5.27% | +88+0.1% | Added |
| Quadrant Capital Group LLC | 167,720 | $23.0M | 3.33% | −1,806−1.1% | Reduced |
| Atwood & Palmer Inc | 167,595 | $23.0M | 2.06% | +3,868+2.4% | Added |
| Anderson Hoagland & Co | 167,488 | $22.9M | 2.92% | +1,025+0.6% | Added |
| Rothschild & Co Asset Management US Inc. | 167,166 | $22.9M | 0.27% | −354,197−67.9% | Reduced |
| Balasa Dinverno & Foltz LLC | 167,023 | $22.9M | 1.65% | −5,464−3.2% | Reduced |
| Silicon Valley Capital Partners | 166,935 | $22.9M | 4.55% | −29,923−15.2% | Reduced |
| Norman Fields, Gottscho Capital Management, LLC | 166,757 | $22.8M | 9.12% | 00.0% | Unchanged |
| Guinness Asset Management LTD | 166,580 | $22.8M | 1.26% | +166,580 | New |
| Hayek Kallen Investment Management | 166,226 | $22.8M | 9.57% | −2,295−1.4% | Reduced |
| Boenning & Scattergood, Inc. | 165,878 | $22.7M | 3.96% | −4,363−2.6% | Reduced |
| Arrow Financial Corp | 165,850 | $22.7M | 2.88% | −4,766−2.8% | Reduced |
| Wealthspire Advisors, LLC | 165,829 | $22.7M | 0.60% | −264,504−61.5% | Reduced |
| Schnieders Capital Management LLC | 165,768 | $22.7M | 6.18% | +14,052+9.3% | Added |
| Cumberland Partners Ltd | 164,687 | $22.6M | 1.77% | −2,382−1.4% | Reduced |
| Beach Investment Counsel Inc | 164,626 | $22.5M | 2.02% | −11,236−6.4% | Reduced |
| Artemis Wealth Advisors, LLC | 164,078 | $22.5M | 3.20% | +4,666+2.9% | Added |
| Country Club Trust Company, n.a. | 164,390 | $22.4M | 1.95% | +7,550+4.8% | Added |
| Gladstone Institutional Advisory LLC | 163,736 | $22.4M | 2.69% | +31,814+24.1% | Added |
| Winthrop Advisory Group LLC | 162,729 | $22.3M | 5.02% | −3,169−1.9% | Reduced |
| Journey Advisory Group, LLC | 162,677 | $22.3M | 7.09% | +4,863+3.1% | Added |
| Canandaigua National Corp | 162,613 | $22.3M | 3.61% | −11,804−6.8% | Reduced |
| Covington Investment Advisors Inc. | 162,406 | $22.2M | 4.88% | +3,293+2.1% | Added |
| Vident Investment Advisory, LLC | 162,407 | $22.2M | 0.68% | +70,381+76.5% | Added |
| True North Advisors, LLC | 161,987 | $22.2M | 4.62% | +17,104+11.8% | Added |
| Farmers & Merchants Trust Co of Long Beach | 161,874 | $22.2M | 6.02% | +4,597+2.9% | Added |
| Intrust Bank NA | 161,757 | $22.2M | 2.99% | −4,056−2.4% | Reduced |
| Sterling Investment Advisors, Ltd. | 161,656 | $22.1M | 6.48% | −481−0.3% | Reduced |
| BOK Financial Private Wealth, Inc. | 161,437 | $22.1M | 1.80% | +10,286+6.8% | Added |
| Kiley Juergens Wealth Management, LLC | 161,205 | $22.1M | 10.12% | +3,991+2.5% | Added |
| Taylor, Cottrill, Erickson & Associates, Inc. | 160,855 | $22.0M | 3.12% | −2,936−1.8% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 160,789 | $22.0M | 1.13% | +19,409+13.7% | Added |
| Buckingham Capital Management, Inc. | 160,767 | $22.0M | 3.56% | −2,456−1.5% | Reduced |
| Rowland & Co Investment Counsel | 160,441 | $22.0M | 5.40% | +2,445+1.5% | Added |
| Sompo Asset Management Co., Ltd. | 160,130 | $21.9M | 4.49% | +10,830+7.3% | Added |
| Hutchinson Capital Management | 160,039 | $21.9M | 5.43% | +1,389+0.9% | Added |
| Cypress Asset Management Inc | – | $21.9M | 5.61% | – | – |
| LVW Advisors, LLC | 159,888 | $21.9M | 3.89% | −1,842−1.1% | Reduced |
| Azzad Asset Management Inc | 159,791 | $21.9M | 3.26% | −2,830−1.7% | Reduced |
| Sargent Investment Group, LLC | 159,603 | $21.9M | 5.21% | −2,926−1.8% | Reduced |
| Allegiant Private Advisors, LLC | 159,439 | $21.8M | 3.53% | −895−0.6% | Reduced |
| Titan Global Capital Management USA LLC | 159,162 | $21.8M | 3.70% | +17,735+12.5% | Added |
| West Coast Financial LLC | 159,041 | $21.8M | 3.55% | +858+0.5% | Added |