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; 6,151 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 | 6,151 | $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 | 4,404 | $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 |
|---|---|---|---|---|---|
| Cozad Asset Management Inc | 141,482 | $19.4M | 3.04% | −4,141−2.8% | Reduced |
| DRW Securities, LLC | 141,470 | $19.4M | 2.59% | +141,470 | New |
| Summit X, LLC | 141,447 | $19.4M | 4.89% | +449+0.3% | Added |
| Valicenti Advisory Services Inc | 140,543 | $19.2M | 5.32% | −5,641−3.9% | Reduced |
| Act Two Investors LLC | 140,382 | $19.2M | 3.76% | −75−0.1% | Reduced |
| Winfield Associates, Inc. | 140,271 | $19.2M | 7.08% | −3,068−2.1% | Reduced |
| Traphagen Investment Advisors LLC | 142,922 | $19.2M | 3.32% | −100−0.1% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 45,197 | $19.1M | 0.48% | −22,072−32.8% | Reduced |
| Segment Wealth Management, LLC | 139,497 | $19.1M | 2.27% | +1,329+1.0% | Added |
| Inlet Private Wealth, LLC | 139,354 | $19.1M | 5.00% | +390.0% | Added |
| Mairs & Power Inc | 139,325 | $19.1M | 0.19% | −7,690−5.2% | Reduced |
| Dorsey & Whitney Trust CO LLC | 139,127 | $19.1M | 1.81% | −900−0.6% | Reduced |
| Ballast Advisors LLC | 139,082 | $19.0M | 8.05% | +540.0% | Added |
| GFG Capital, LLC | 139,045 | $19.0M | 5.72% | +431+0.3% | Added |
| Pacific Wealth Strategies Group, Inc. | 138,906 | $19.0M | 7.28% | −142−0.1% | Reduced |
| Capital International Sarl | 138,897 | $19.0M | 1.64% | −7,688−5.2% | Reduced |
| Institute for Wealth Management, LLC. | 138,233 | $18.9M | 3.32% | +1,728+1.3% | Added |
| Southland Equity Partners LLC | 138,150 | $18.9M | 8.93% | +6,317+4.8% | Added |
| Csenge Advisory Group | 137,711 | $18.9M | 1.68% | +17,566+14.6% | Added |
| Matthew 25 Management Corp | 137,500 | $18.8M | 5.15% | −22,500−14.1% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 137,293 | $18.8M | 2.35% | −2,326−1.7% | Reduced |
| Altavista Wealth Management, Inc. | 137,259 | $18.8M | 4.10% | +1,109+0.8% | Added |
| BancorpSouth Bank | 136,594 | $18.7M | 2.72% | −7,574−5.3% | Reduced |
| TCG Advisory Services, LLC | 136,555 | $18.7M | 5.05% | +36,732+36.8% | Added |
| Harvey Capital Management Inc | 136,320 | $18.7M | 6.16% | +170+0.1% | Added |
| Claraphi Advisory Network, LLC | 136,269 | $18.7M | 5.62% | −1,532−1.1% | Reduced |
| Regal Investment Advisors LLC | 136,162 | $18.6M | 1.87% | +136,162 | New |
| Lombard Odier Asset Management (Switzerland) SA | 135,963 | $18.6M | 0.95% | +16,333+13.7% | Added |
| Wealthcare Advisory Partners LLC | 135,839 | $18.6M | 1.25% | −1,554−1.1% | Reduced |
| Eqis Capital Management, Inc. | 135,720 | $18.6M | 1.38% | +8,918+7.0% | Added |
| Chelsea Counsel Co | 135,329 | $18.5M | 8.54% | −1,700−1.2% | Reduced |
| BKD Wealth Advisors, LLC | 135,202 | $18.5M | 0.86% | −8,833−6.1% | Reduced |
| Paloma Partners Management Co | 135,198 | $18.5M | 0.49% | −910−0.7% | Reduced |
| Security Asset Management | 135,183 | $18.5M | 7.30% | −6,388−4.5% | Reduced |
| Westover Capital Advisors, LLC | 135,106 | $18.5M | 5.94% | +1,636+1.2% | Added |
| BSW Wealth Partners | 135,060 | $18.5M | 5.09% | +1,175+0.9% | Added |
| Crawford Lake Capital Management, LLC | 134,872 | $18.5M | 12.98% | +134,872 | New |
| Benin Management CORP | 134,836 | $18.5M | 5.87% | +2,111+1.6% | Added |
| CFO4Life Group, LLC | 134,750 | $18.5M | 4.26% | −639−0.5% | Reduced |
| Platform Technology Partners | 134,719 | $18.5M | 7.60% | +134,719 | New |
| Avalon Global Asset Management LLC | 134,520 | $18.4M | 6.04% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 134,494 | $18.4M | 0.99% | −3,948−2.9% | Reduced |
| Baker Tilly Wealth Management, LLC | 133,834 | $18.3M | 2.96% | +17,508+15.1% | Added |
| Capital Asset Advisory Services LLC | 133,738 | $18.3M | 2.01% | −10,755−7.4% | Reduced |
| Seeyond | 133,730 | $18.3M | 1.71% | −11,942−8.2% | Reduced |
| Ironwood Investment Counsel, LLC | 133,696 | $18.3M | 4.88% | +1,100+0.8% | Added |
| Canvas Wealth Advisors, LLC | 133,663 | $18.3M | 8.21% | +11,925+9.8% | Added |
| Domani Wealth, LLC | 133,582 | $18.3M | 3.69% | −14,096−9.5% | Reduced |
| Augustine Asset Management Inc | 133,517 | $18.3M | 9.43% | −38,293−22.3% | Reduced |
| Waratah Capital Advisors Ltd. | 133,511 | $18.3M | 1.04% | +133,511 | New |
| CMH Wealth Management LLC | 133,470 | $18.3M | 6.11% | +7,999+6.4% | Added |
| Sunbelt Securities, Inc. | 124,861 | $18.3M | 3.29% | −4,388−3.4% | Reduced |
| Sittner & Nelson, LLC | 133,317 | $18.3M | 12.87% | +435+0.3% | Added |
| Cornell Pochily Investment Advisors, Inc. | 133,272 | $18.3M | 8.02% | −1,055−0.8% | Reduced |
| Parthenon LLC | 133,010 | $18.2M | 2.73% | +632+0.5% | Added |
| RFG Advisory, LLC | 132,518 | $18.1M | 1.61% | +3,160+2.4% | Added |
| Motco | 132,475 | $18.1M | 1.19% | −2,178−1.6% | Reduced |
| McGuire Investment Group, LLC | 132,174 | $18.1M | 3.44% | −3,675−2.7% | Reduced |
| Wells Trecaso Financial Group, LLC | 132,161 | $18.1M | 8.71% | −1,305−1.0% | Reduced |
| Coastline Trust Co | 132,152 | $18.1M | 2.24% | +9,125+7.4% | Added |
| Absher Wealth Management, LLC | 131,922 | $18.1M | 3.21% | +4,054+3.2% | Added |
| Alley Co LLC | 131,746 | $18.0M | 3.28% | +3,002+2.3% | Added |
| Foster Group, Inc. | 131,673 | $18.0M | 2.07% | +570.0% | Added |
| Rench Wealth Management, Inc. | 131,607 | $18.0M | 9.00% | −3,354−2.5% | Reduced |
| Guardian Investment Management | 13,341 | $18.0M | 12.30% | −18,500−58.1% | Reduced |
| Hotaling Investment Management, LLC | 131,143 | $18.0M | 7.30% | +67+0.1% | Added |
| Financial Avengers, Inc. | 131,002 | $17.9M | 12.15% | −1,400−1.1% | Reduced |
| Carolinas Wealth Consulting LLC | 104,505 | $17.9M | 3.94% | +24,463+30.6% | Added |
| Nelson Capital Management, LLC | 130,965 | $17.9M | 3.63% | +80+0.1% | Added |
| Covenant Asset Management, LLC | 130,832 | $17.9M | 5.35% | −1,051−0.8% | Reduced |
| Capital Analysts, LLC | 130,697 | $17.9M | 1.20% | −10,986−7.8% | Reduced |
| RPG Investment Advisory, LLC | 130,404 | $17.9M | 2.91% | +1,592+1.2% | Added |
| Pensionfund Sabic | 130,280 | $17.8M | 3.81% | 00.0% | Unchanged |
| Wealth Architects, LLC | 130,193 | $17.8M | 3.49% | −339−0.3% | Reduced |
| Synergy Financial Management, LLC | 130,183 | $17.8M | 4.73% | +23,738+22.3% | Added |
| Berkshire Bank | 130,161 | $17.8M | 4.31% | −4,332−3.2% | Reduced |
| Walter & Keenan Financial Consulting Co | 130,067 | $17.8M | 6.14% | −4,447−3.3% | Reduced |
| MidWestOne Financial Group, Inc. | 129,957 | $17.8M | 4.20% | +861+0.7% | Added |
| American Money Management, LLC | 129,906 | $17.8M | 6.02% | +474+0.4% | Added |
| Sutton Wealth Advisors Inc. | 129,888 | $17.8M | 6.50% | +376+0.3% | Added |
| River & Mercantile Asset Management LLP | 129,885 | $17.8M | 1.15% | −11,485−8.1% | Reduced |
| Wright Investors Service Inc | 129,038 | $17.7M | 4.79% | +3,091+2.5% | Added |
| J. W. Coons Advisors, LLC | 128,325 | $17.6M | 6.23% | −6,760−5.0% | Reduced |
| Meridian Wealth Advisors, LLC | 128,198 | $17.6M | 4.97% | +9,979+8.4% | Added |
| Kercheville Advisors, LLC | 128,141 | $17.6M | 8.13% | +370.0% | Added |
| Scott & Selber, Inc. | 128,112 | $17.5M | 6.72% | −596−0.5% | Reduced |
| Karp Capital Management Corp | 128,040 | $17.5M | 2.60% | +11,063+9.5% | Added |
| Valmark Advisers, Inc. | 127,913 | $17.5M | 0.32% | −1,187−0.9% | Reduced |
| Central Bank & Trust Co | 127,551 | $17.5M | 2.82% | +1,982+1.6% | Added |
| Paragon Capital Management LLC | 127,427 | $17.5M | 8.71% | −2,109−1.6% | Reduced |
| Buckhead Capital Management LLC | 127,277 | $17.4M | 3.87% | −1,692−1.3% | Reduced |
| One Wealth Advisors, LLC | 127,003 | $17.4M | 5.51% | −1,345−1.0% | Reduced |
| McCollum Christoferson Group LLC | 126,964 | $17.4M | 4.13% | −2,375−1.8% | Reduced |
| GenTrust, LLC | 126,933 | $17.4M | 1.47% | −166−0.1% | Reduced |
| Peddock Capital Advisors, LLC | 119,182 | $17.4M | 6.08% | −818−0.7% | Reduced |
| United Asset Strategies, Inc. | 126,764 | $17.4M | 2.31% | +2,542+2.0% | Added |
| Arjuna Capital | 126,740 | $17.4M | 7.50% | +5,788+4.8% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 126,702 | $17.4M | 4.07% | +4,012+3.3% | Added |
| American National Bank | 126,693 | $17.4M | 3.72% | +8,303+7.0% | Added |
| Benedict Financial Advisors Inc | 126,666 | $17.3M | 4.82% | −16,750−11.7% | Reduced |