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 |
|---|---|---|---|---|---|
| Checchi Capital Advisers, LLC | 158,992 | $21.8M | 2.69% | −7,305−4.4% | Reduced |
| Madison Wealth Management | 158,289 | $21.7M | 4.78% | −4,243−2.6% | Reduced |
| Hills Bank & Trust Co | 158,236 | $21.7M | 3.29% | −591−0.4% | Reduced |
| Lindbrook Capital, LLC | 158,078 | $21.6M | 4.84% | −7,405−4.5% | Reduced |
| Winch Advisory Services, LLC | 157,808 | $21.6M | 7.77% | +897+0.6% | Added |
| Dundas Partners LLP | 157,772 | $21.6M | 3.14% | 00.0% | Unchanged |
| Pitcairn Co | 157,734 | $21.6M | 1.45% | −9,487−5.7% | Reduced |
| Bennett Selby Investments LP | 157,624 | $21.6M | 14.61% | −1,041−0.7% | Reduced |
| Gilder Gagnon Howe & Co LLC | 157,121 | $21.5M | 0.11% | −13,175−7.7% | Reduced |
| Smith, Moore & Co. | 156,700 | $21.5M | 3.24% | +1,095+0.7% | Added |
| O'Shares Investment Advisers, LLC | 156,661 | $21.5M | 1.51% | +4,076+2.7% | Added |
| Change Path, LLC | 156,414 | $21.4M | 1.32% | −6,582−4.0% | Reduced |
| Manitou Investment Management Ltd. | 156,212 | $21.4M | 3.75% | +650+0.4% | Added |
| Supplemental Annuity Collective Trust of NJ | 156,100 | $21.4M | 6.93% | 00.0% | Unchanged |
| Taikang Asset Management (Hong Kong) Co Ltd | 156,000 | $21.4M | 3.29% | 00.0% | Unchanged |
| Cypress Wealth Services, LLC | 155,959 | $21.4M | 5.83% | −34,885−18.3% | Reduced |
| Tsai Capital Corp | 155,878 | $21.3M | 19.60% | −9,866−6.0% | Reduced |
| J Arnold Wealth Management Co | 155,553 | $21.3M | 10.35% | +5,793+3.9% | Added |
| Zevin Asset Management LLC | 155,154 | $21.3M | 4.23% | +18,892+13.9% | Added |
| GPS Wealth Strategies Group, LLC | 154,701 | $21.2M | 5.38% | −1,306−0.8% | Reduced |
| Peak Asset Management, LLC | 154,654 | $21.2M | 5.26% | −12,348−7.4% | Reduced |
| EagleClaw Capital Managment, LLC | 154,446 | $21.2M | 5.47% | +641+0.4% | Added |
| Glassman Wealth Services | 154,090 | $21.1M | 4.42% | −108,168−41.2% | Reduced |
| Trustmark National Bank Trust Department | 153,901 | $21.1M | 1.67% | −2,403−1.5% | Reduced |
| Ironvine Capital Partners, LLC | 153,538 | $21.0M | 2.30% | −23,199−13.1% | Reduced |
| Terril Brothers, Inc. | 153,218 | $21.0M | 4.92% | −100−0.1% | Reduced |
| Stonebridge Capital Management Inc | 153,199 | $21.0M | 7.63% | 00.0% | Unchanged |
| Claret Asset Management Corp | 153,158 | $21.0M | 3.44% | −2,462−1.6% | Reduced |
| Hudson Valley Investment Advisors Inc | 152,624 | $20.9M | 3.63% | −12,150−7.4% | Reduced |
| Howland Capital Management LLC | 152,567 | $20.9M | 1.08% | −574−0.4% | Reduced |
| SevenBridge Financial Group, LLC | 152,515 | $20.9M | 6.81% | +3,147+2.1% | Added |
| Claybrook Capital, LLC | 152,515 | $20.9M | 6.81% | +139,423+1,064.9% | Added |
| Arcadia Investment Management Corp | 152,453 | $20.9M | 3.93% | −7,369−4.6% | Reduced |
| One Capital Management, LLC | 152,433 | $20.9M | 1.85% | +25,845+20.4% | Added |
| Landsberg, Bennett, & Dubbaneh LLC | 153,120 | $20.9M | 2.71% | +5,162+3.5% | Added |
| YorkBridge Wealth Partners, LLC | 152,306 | $20.9M | 5.45% | −685−0.4% | Reduced |
| Marino, Stram & Associates LLC | 152,306 | $20.9M | 5.45% | +100,410+193.5% | Added |
| Brewin Dolphin Wealth Management Ltd | 152,182 | $20.8M | 2.53% | +20,597+15.7% | Added |
| Slow Capital, Inc. | 151,947 | $20.8M | 3.94% | +3,666+2.5% | Added |
| Stillwater Investment Management, LLC | 151,935 | $20.8M | 5.53% | −2,980−1.9% | Reduced |
| TB Alternative Assets Ltd. | 151,600 | $20.8M | 4.14% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 151,251 | $20.7M | 6.44% | +11,021+7.9% | Added |
| Hemington Wealth Management | 150,985 | $20.7M | 8.81% | −50.0% | Reduced |
| Overbrook Management Corp | 150,603 | $20.6M | 4.31% | −788−0.5% | Reduced |
| Motley Fool Wealth Management, LLC | 150,545 | $20.6M | 0.87% | −1,520−1.0% | Reduced |
| Hoertkorn Richard Charles | 150,442 | $20.6M | 9.22% | −547−0.4% | Reduced |
| Bremer Bank National Association | 150,246 | $20.6M | 4.40% | −243−0.2% | Reduced |
| Pallas Capital Advisors LLC | 139,937 | $20.6M | 2.89% | +24,571+21.3% | Added |
| Summit Trail Advisors, LLC | 149,820 | $20.5M | 1.80% | +149,820 | New |
| Mitchell McLeod Pugh & Williams Inc | 149,367 | $20.5M | 7.87% | −2,401−1.6% | Reduced |
| Quadrant Private Wealth Management, LLC | 149,270 | $20.4M | 8.29% | −444−0.3% | Reduced |
| TruWealth Advisors, LLC | 149,250 | $20.4M | 2.40% | +5,243+3.6% | Added |
| Picton Mahoney Asset Management | 149,050 | $20.4M | 0.74% | −34,739−18.9% | Reduced |
| Avitas Wealth Management LLC | 148,840 | $20.4M | 3.63% | −16,338−9.9% | Reduced |
| West Branch Capital LLC | 148,752 | $20.4M | 10.01% | +307+0.2% | Added |
| Renaissance Investment Group LLC | 148,464 | $20.3M | 5.21% | −385−0.3% | Reduced |
| Fulcrum Capital LLC | 148,412 | $20.3M | 5.10% | +7,210+5.1% | Added |
| Beck Mack & Oliver LLC | 148,409 | $20.3M | 0.54% | −882−0.6% | Reduced |
| Harbor Advisors LLC | 148,400 | $20.3M | 4.02% | 00.0% | Unchanged |
| Ithaka Group LLC | 148,360 | $20.3M | 2.46% | +34,099+29.8% | Added |
| Fairfield, Bush & Co. | 148,227 | $20.3M | 5.52% | −14,745−9.0% | Reduced |
| Chicago Trust Co NA | 148,172 | $20.3M | 4.80% | −40,284−21.4% | Reduced |
| Ascent Wealth Partners, LLC | 147,907 | $20.3M | 3.86% | +468+0.3% | Added |
| Security National Bank | 147,889 | $20.3M | 5.33% | −1,942−1.3% | Reduced |
| Bridgewater Advisors Inc. | 147,740 | $20.2M | 6.43% | +71,630+94.1% | Added |
| Lake Street Advisors Group, LLC | 135,761 | $20.2M | 1.49% | +526+0.4% | Added |
| Laurel Wealth Advisors LLC | 147,004 | $20.1M | 4.47% | +384+0.3% | Added |
| Cornerstone Wealth Group, LLC | 141,162 | $20.1M | 4.10% | +8,554+6.5% | Added |
| Kavar Capital Partners Group, LLC | 146,818 | $20.1M | 4.85% | +7,296+5.2% | Added |
| Selway Asset Management | 146,718 | $20.1M | 10.77% | −2,965−2.0% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 146,608 | $20.1M | 0.05% | +14,875+11.3% | Added |
| Infusive Asset Management Inc. | 146,377 | $20.0M | 3.98% | −110,149−42.9% | Reduced |
| NTV Asset Management LLC | 146,367 | $20.0M | 3.54% | −3,553−2.4% | Reduced |
| Citizens National Bank Trust Department | 146,275 | $20.0M | 5.73% | −591−0.4% | Reduced |
| Chickasaw Capital Management LLC | 146,224 | $20.0M | 0.89% | −209−0.1% | Reduced |
| Stratos Wealth Advisors, LLC | 146,141 | $20.0M | 1.77% | +11,360+8.4% | Added |
| Horiko Capital Management LLC | 146,084 | $20.0M | 8.38% | −2,571−1.7% | Reduced |
| Cooper Financial Group | 146,040 | $20.0M | 4.07% | +4,547+3.2% | Added |
| Parcion Private Wealth LLC | 145,929 | $20.0M | 2.00% | +1,488+1.0% | Added |
| IFG Advisory, LLC | 145,783 | $20.0M | 2.23% | +584+0.4% | Added |
| Avantax Planning Partners, Inc. | 145,728 | $20.0M | 0.94% | −9,419−6.1% | Reduced |
| Lazard Freres Gestion S.A.S. | 173,589 | $20.0M | 0.64% | −929−0.5% | Reduced |
| Zweig-DiMenna Associates LLC | 145,672 | $20.0M | 1.24% | +27,983+23.8% | Added |
| Plimoth Trust Co LLC | 145,644 | $19.9M | 5.60% | +752+0.5% | Added |
| McKinley Carter Wealth Services, Inc. | 145,632 | $19.9M | 1.65% | −971−0.7% | Reduced |
| Trust Asset Management LLC | 145,349 | $19.9M | 2.70% | +14,830+11.4% | Added |
| Sigma Investment Counselors Inc | 144,859 | $19.8M | 1.49% | −481−0.3% | Reduced |
| Whitener Capital Management, Inc. | 144,849 | $19.8M | 7.90% | −4,501−3.0% | Reduced |
| Verity & Verity, LLC | 144,713 | $19.8M | 3.13% | −225−0.2% | Reduced |
| Rehmann Capital Advisory Group | 143,852 | $19.8M | 1.91% | +846+0.6% | Added |
| Crossvault Capital Management LLC | 135,247 | $19.7M | 6.01% | +2,305+1.7% | Added |
| Stonnington Group, LLC | 137,462 | $19.7M | 4.38% | −1,212−0.9% | Reduced |
| Whalerock Point Partners, LLC | 143,497 | $19.7M | 7.55% | +576+0.4% | Added |
| Carderock Capital Management Inc | 143,357 | $19.6M | 5.38% | −2,605−1.8% | Reduced |
| Oakwood Capital Management LLC | 143,069 | $19.6M | 5.06% | +3,324+2.4% | Added |
| BDO Wealth Advisors, LLC | 142,926 | $19.6M | 2.17% | −7,505−5.0% | Reduced |
| Broderick Brian C | 142,562 | $19.5M | 5.19% | −4,129−2.8% | Reduced |
| Farmers Trust Co | 142,492 | $19.5M | 4.32% | −3,258−2.2% | Reduced |
| Wallington Asset Management, LLC | 142,370 | $19.5M | 3.35% | +189+0.1% | Added |
| Insight Advisors, LLC | 133,979 | $19.5M | 6.12% | −2,837−2.1% | Reduced |