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 |
|---|---|---|---|---|---|
| Cedar Brook Financial Partners, LLC | 101,063 | $13.8M | 4.00% | +2,050+2.1% | Added |
| Darwin Advisors, LLC | 100,822 | $13.8M | 2.25% | −45,399−31.0% | Reduced |
| Holderness Investments Co | 100,811 | $13.8M | 4.56% | +172+0.2% | Added |
| Aurora Private Wealth, Inc. | 100,804 | $13.8M | 5.53% | −521−0.5% | Reduced |
| Stevens Capital Management LP | 100,715 | $13.8M | 4.04% | +40,588+67.5% | Added |
| Principal Street Partners, LLC | 100,399 | $13.8M | 3.63% | +13,221+15.2% | Added |
| Bank of Nova Scotia Trust Co | 100,365 | $13.7M | 1.21% | −4,569−4.4% | Reduced |
| Stoneridge Investment Partners LLC | 100,314 | $13.7M | 6.68% | +6,756+7.2% | Added |
| Asio Capital, LLC | 100,053 | $13.7M | 4.84% | +55,782+126.0% | Added |
| Union Heritage Capital, LLC | 100,000 | $13.7M | 6.39% | −10,000−9.1% | Reduced |
| Nwi Management LP | 100,000 | $13.7M | 1.03% | 00.0% | Unchanged |
| Bowie Capital Management, LLC | 100,000 | $13.7M | 1.81% | 00.0% | Unchanged |
| Ally Financial Inc. | 100,000 | $13.7M | 1.36% | +60,000+150.0% | Added |
| Alight Capital Management LP | 100,000 | $13.7M | 3.99% | +100,000 | New |
| Ellis Investment Partners, LLC | 99,679 | $13.7M | 3.48% | +719+0.7% | Added |
| DF Dent & Co Inc | 99,673 | $13.7M | 0.15% | −16,600−14.3% | Reduced |
| Strategic Financial Services, Inc, | 99,613 | $13.6M | 1.08% | −3,345−3.2% | Reduced |
| Toth Financial Advisory Corp | 99,579 | $13.6M | 2.08% | −548−0.5% | Reduced |
| Gradient Capital Advisors, LLC | 99,497 | $13.6M | 6.39% | +884+0.9% | Added |
| Wellington Shields & Co., LLC | 99,488 | $13.6M | 4.50% | +5,734+6.1% | Added |
| Apexium Financial, LP | 99,472 | $13.6M | 8.46% | +8,716+9.6% | Added |
| Atwater Malick LLC | 99,448 | $13.6M | 7.53% | −303−0.3% | Reduced |
| StoneX Group Inc. | 99,432 | $13.6M | 2.02% | −259−0.3% | Reduced |
| Essex Savings Bank | 109,065 | $13.6M | 5.25% | +1,825+1.7% | Added |
| Sawtooth Solutions, LLC | 98,976 | $13.6M | 2.68% | +13,259+15.5% | Added |
| Isthmus Partners, LLC | 98,809 | $13.5M | 2.38% | −4,402−4.3% | Reduced |
| Shepherd Financial Partners LLC | 98,571 | $13.5M | 2.57% | −1,872−1.9% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 98,523 | $13.5M | 0.75% | −2,713−2.7% | Reduced |
| Smithbridge Asset Management Inc | 98,484 | $13.5M | 4.39% | −1,919−1.9% | Reduced |
| Asset Dedication, LLC | 98,548 | $13.5M | 2.01% | +22,378+29.4% | Added |
| Hamilton Point Investment Advisors, LLC | 98,321 | $13.5M | 3.65% | +730+0.7% | Added |
| Fusion Capital, LLC | 98,238 | $13.5M | 8.09% | −762−0.8% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 97,815 | $13.4M | 1.98% | +97,815 | New |
| Providence Capital Advisors, LLC | 97,452 | $13.3M | 4.36% | +1,826+1.9% | Added |
| Horan Capital Advisors, LLC. | 97,268 | $13.3M | 6.01% | +3,184+3.4% | Added |
| Focused Wealth Management, Inc | 97,201 | $13.3M | 2.20% | +151+0.2% | Added |
| Warren Averett Asset Management, LLC | 89,242 | $13.3M | 1.23% | +4,128+4.8% | Added |
| Optiver Holding B.V. | 108,642 | $13.3M | 1.82% | +743+0.7% | Added |
| Harbour Capital Advisors, LLC | 97,067 | $13.3M | 3.57% | +292+0.3% | Added |
| BNC Wealth Management, LLC | 96,760 | $13.3M | 8.03% | +640+0.7% | Added |
| Advisor Resource Council | 96,939 | $13.2M | 1.38% | +96,939 | New |
| Aries Wealth Management | 96,688 | $13.2M | 5.66% | −485−0.5% | Reduced |
| Berman Capital Advisors, LLC | 96,679 | $13.2M | 2.11% | +12,235+14.5% | Added |
| Warther Private Wealth, LLC | 96,422 | $13.2M | 12.84% | +96,422 | New |
| Baker Boyer National Bank | 96,573 | $13.2M | 6.70% | +96,573 | New |
| Perkins Coie Trust Co | 96,369 | $13.2M | 4.06% | −332−0.3% | Reduced |
| Commerzbank Aktiengesellschaft | 96,078 | $13.2M | 0.84% | −6,814−6.6% | Reduced |
| First PREMIER Bank | 95,909 | $13.1M | 3.79% | +1,643+1.7% | Added |
| Ashton Thomas Private Wealth, LLC | 95,740 | $13.1M | 2.00% | −2,648−2.7% | Reduced |
| Pegasus Partners Ltd. | 95,671 | $13.1M | 2.55% | −7,640−7.4% | Reduced |
| Evermay Wealth Management LLC | 95,648 | $13.1M | 2.43% | −1,217−1.3% | Reduced |
| Wall Street Access Asset Management, LLC | 95,368 | $13.1M | 7.35% | −5,716−5.7% | Reduced |
| Quad-Cities Investment Group, LLC | 95,207 | $13.0M | 8.86% | −2,017−2.1% | Reduced |
| Mayflower Financial Advisors, LLC | 95,090 | $13.0M | 1.82% | +1,385+1.5% | Added |
| Exchange Traded Concepts, LLC | 95,038 | $13.0M | 0.41% | +48,191+102.9% | Added |
| Calton & Associates, Inc. | 94,757 | $13.0M | 2.47% | −7,923−7.7% | Reduced |
| Notis-McConarty Edward | 94,643 | $13.0M | 4.80% | −4,510−4.5% | Reduced |
| Wisconsin Capital Management LLC | 94,463 | $12.9M | 5.07% | −6,828−6.7% | Reduced |
| Plante Moran Financial Advisors, LLC | 94,445 | $12.9M | 3.14% | −1,521−1.6% | Reduced |
| Duff & Phelps Investment Management Co | 94,090 | $12.9M | 0.17% | −15,025−13.8% | Reduced |
| WealthTrust Axiom LLC | 94,056 | $12.9M | 4.13% | −140.0% | Reduced |
| Claro Advisors LLC | 93,947 | $12.9M | 5.79% | +783+0.8% | Added |
| Capital Counsel LLC | 93,632 | $12.8M | 0.64% | −5,806−5.8% | Reduced |
| Univest Financial Corp | 93,399 | $12.8M | 3.51% | −3,316−3.4% | Reduced |
| Oak Harvest Investment Services | 93,228 | $12.8M | 4.21% | +7,439+8.7% | Added |
| Paces Ferry Wealth Advisors, LLC | 93,043 | $12.7M | 9.74% | +4,134+4.6% | Added |
| Baldwin Investment Management, LLC | 92,706 | $12.7M | 2.16% | −4,035−4.2% | Reduced |
| Patton Albertson Miller Group, LLC | 92,653 | $12.7M | 2.89% | −2,180−2.3% | Reduced |
| Financial Enhancement Group LLC | 92,638 | $12.7M | 2.60% | −3,659−3.8% | Reduced |
| F/M Investments LLC | 92,672 | $12.7M | 10.03% | −15,127−14.0% | Reduced |
| Carmichael Hill & Associates, Inc. | 92,536 | $12.7M | 7.17% | −73−0.1% | Reduced |
| Brave Asset Management Inc | 92,540 | $12.7M | 3.73% | +5,701+6.6% | Added |
| Sante Capital Fund, LP | 103,672 | $12.7M | 5.23% | +103,672 | New |
| Berger Financial Group, Inc | 92,424 | $12.7M | 2.29% | +1,276+1.4% | Added |
| Mathes Company, Inc. | 92,275 | $12.6M | 4.55% | 00.0% | Unchanged |
| Capstone Triton Financial Group, LLC | 92,216 | $12.6M | 7.77% | −3,620−3.8% | Reduced |
| Harrington Investments, INC | 92,023 | $12.6M | 7.46% | −1,985−2.1% | Reduced |
| MJP Associates Inc | 91,991 | $12.6M | 4.31% | +58,919+178.2% | Added |
| Foresight Wealth Management, LLC | 91,866 | $12.6M | 5.31% | −1,551−1.7% | Reduced |
| First Interstate Bank | 91,547 | $12.5M | 1.32% | +91,547 | New |
| Nicola Wealth Management Ltd. | 91,500 | $12.5M | 1.28% | +12,000+15.1% | Added |
| Soltis Investment Advisors LLC | 91,463 | $12.5M | 1.99% | +19,810+27.6% | Added |
| Sheets Smith Wealth Management | 91,222 | $12.5M | 1.68% | −5,385−5.6% | Reduced |
| Moser Wealth Advisors, LLC | 91,071 | $12.5M | 8.03% | −6,250−6.4% | Reduced |
| Twin Lakes Capital Management, LLC | 91,024 | $12.5M | 6.93% | +38,206+72.3% | Added |
| Tradition Wealth Management, LLC | 90,913 | $12.5M | 1.86% | +2,242+2.5% | Added |
| Wealth Management Associates, Inc. | 90,730 | $12.4M | 7.05% | +310.0% | Added |
| Nachman Norwood & Parrott, Inc | 90,419 | $12.4M | 1.26% | −378−0.4% | Reduced |
| Managed Asset Portfolios, LLC | 90,352 | $12.4M | 1.84% | +6,794+8.1% | Added |
| Jarislowsky, Fraser Ltd | 90,331 | $12.4M | 0.06% | +23,202+34.6% | Added |
| Bank Hapoalim BM | 90,334 | $12.4M | 1.42% | +4,267+5.0% | Added |
| Mattern Wealth Management LLC | 84,206 | $12.3M | 3.93% | −819−1.0% | Reduced |
| Lakeview Capital Partners, LLC | 89,945 | $12.3M | 5.39% | −13,261−12.8% | Reduced |
| Nikulski Financial, Inc. | 84,678 | $12.3M | 5.73% | −7,483−8.1% | Reduced |
| Torray LLC | 89,837 | $12.3M | 1.81% | −993−1.1% | Reduced |
| Stockman Wealth Management, Inc. | 89,604 | $12.3M | 2.93% | +5,051+6.0% | Added |
| Key Financial Inc | 83,889 | $12.2M | 6.84% | +833+1.0% | Added |
| Asset Management Advisors, LLC | 89,315 | $12.2M | 8.63% | −280−0.3% | Reduced |
| Raab & Moskowitz Asset Management LLC | 89,287 | $12.2M | 4.47% | −906−1.0% | Reduced |
| Cadence Bank NA | 89,273 | $12.2M | 3.66% | −940−1.0% | Reduced |