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 |
|---|---|---|---|---|---|
| Gyroscope Capital Management Group, LLC | 71,203 | $9.75M | 3.43% | +16,501+30.2% | Added |
| Aevitas Wealth Management, Inc. | 71,187 | $9.75M | 6.23% | −879−1.2% | Reduced |
| Founders Financial Securities LLC | 71,147 | $9.74M | 1.93% | +3,284+4.8% | Added |
| MA Private Wealth | 71,129 | $9.74M | 1.94% | −344−0.5% | Reduced |
| Wimmer Associates 1, LLC | 71,118 | $9.74M | 5.71% | −2,376−3.2% | Reduced |
| DeDora Capital, Inc. | 71,075 | $9.73M | 4.24% | +376+0.5% | Added |
| Keudell/Morrison Wealth Management | 71,037 | $9.73M | 5.33% | +291+0.4% | Added |
| Credential Qtrade Securities Inc. | 70,581 | $9.67M | 0.76% | +3,047+4.5% | Added |
| LeJeune Puetz Investment Counsel LLC | 70,515 | $9.66M | 3.57% | −564−0.8% | Reduced |
| Waycross Partners, LLC | 70,506 | $9.66M | 5.13% | −2,110−2.9% | Reduced |
| Alaethes Wealth LLC | 70,491 | $9.65M | 7.45% | +286+0.4% | Added |
| Stolper Co | 70,322 | $9.63M | 4.54% | +256+0.4% | Added |
| TrimTabs Asset Management, LLC | 72,340 | $9.63M | 4.92% | −5,368−6.9% | Reduced |
| WSFS Capital Management, LLC | 70,174 | $9.61M | 4.35% | +48+0.1% | Added |
| Iron Financial, LLC | 70,129 | $9.61M | 4.49% | −1,023−1.4% | Reduced |
| Financial Management Network Inc | 68,601 | $9.60M | 4.88% | −1,932−2.7% | Reduced |
| Orion Capital Management LLC | 70,044 | $9.59M | 5.97% | −1,552−2.2% | Reduced |
| Bray Capital Advisors | 69,901 | $9.57M | 2.45% | +338+0.5% | Added |
| Allen Capital Group, LLC | 69,900 | $9.57M | 1.96% | −654−0.9% | Reduced |
| Abbot Financial Management, Inc. | 69,779 | $9.56M | 4.18% | −99−0.1% | Reduced |
| Trust Investment Advisors | 69,758 | $9.55M | 8.45% | −6,909−9.0% | Reduced |
| Bellevue Asset Management, LLC | 69,702 | $9.55M | 5.83% | −985−1.4% | Reduced |
| Cim Investment Mangement Inc | 69,603 | $9.53M | 2.95% | −2,522−3.5% | Reduced |
| Knightsbridge Asset Management, LLC | 69,568 | $9.53M | 3.70% | +160+0.2% | Added |
| S.E.E.D. Planning Group LLC | 69,520 | $9.52M | 4.69% | +1,121+1.6% | Added |
| Citizens & Northern Corp | 69,402 | $9.51M | 3.56% | −3,779−5.2% | Reduced |
| Hixon Zuercher, LLC | 69,372 | $9.50M | 5.72% | −3,862−5.3% | Reduced |
| Hartford Financial Management Inc. | 68,888 | $9.44M | 2.34% | −427−0.6% | Reduced |
| Oarsman Capital, Inc. | 68,872 | $9.43M | 3.75% | −1,384−2.0% | Reduced |
| Hayden Royal, LLC | 68,769 | $9.42M | 5.19% | −66−0.1% | Reduced |
| St. Johns Investment Management Company, LLC | 68,739 | $9.41M | 5.11% | +727+1.1% | Added |
| VeraBank, N.A. | 68,619 | $9.40M | 5.59% | +1,129+1.7% | Added |
| Pflug Koory, LLC | 68,610 | $9.40M | 4.92% | −3,890−5.4% | Reduced |
| Spirit of America Management Corp | 68,582 | $9.39M | 2.01% | −4,500−6.2% | Reduced |
| JT Stratford LLC | 68,483 | $9.38M | 3.00% | +447+0.7% | Added |
| Hall Laurie J Trustee | 68,451 | $9.38M | 3.54% | −340−0.5% | Reduced |
| Plancorp, LLC | 68,427 | $9.37M | 0.74% | −661−1.0% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 68,387 | $9.37M | 6.95% | +68,387 | New |
| Headinvest, LLC | 68,366 | $9.36M | 1.78% | −181−0.3% | Reduced |
| Eagle Capital Management, LLC | 68,342 | $9.36M | 2.65% | −4,176−5.8% | Reduced |
| Orleans Capital Management Corp | 68,331 | $9.36M | 5.99% | −3,915−5.4% | Reduced |
| Burke & Herbert Bank & Trust Co | 68,324 | $9.36M | 6.01% | −48−0.1% | Reduced |
| Vivaldi Capital Management, LLC | 62,730 | $9.35M | 1.88% | −2,288−3.5% | Reduced |
| Aft, Forsyth & Company, Inc. | 68,195 | $9.34M | 4.99% | +480+0.7% | Added |
| Charter Oak Capital Management, LLC | 68,171 | $9.34M | 1.20% | +1,201+1.8% | Added |
| Strategic Investment Advisors | 68,157 | $9.34M | 2.14% | +4,877+7.7% | Added |
| Highland Private Wealth Management | 68,142 | $9.33M | 1.38% | −63−0.1% | Reduced |
| Personal Cfo Solutions, LLC | 68,116 | $9.33M | 1.91% | −5,979−8.1% | Reduced |
| Lavaca Capital LLC | 67,949 | $9.31M | 4.80% | −7,723−10.2% | Reduced |
| Sitrin Capital Management LLC | 67,888 | $9.30M | 4.19% | +20,384+42.9% | Added |
| Harbour Investment Management LLC | 68,576 | $9.28M | 4.65% | +265+0.4% | Added |
| Lee Financial Co | 67,637 | $9.26M | 1.96% | −714−1.0% | Reduced |
| JSF Financial, LLC | 67,619 | $9.26M | 5.46% | +1,149+1.7% | Added |
| WC Walker & Associates, Inc. | 66,128 | $9.26M | 4.85% | −3,024−4.4% | Reduced |
| Sierra Capital LLC | 67,485 | $9.24M | 1.71% | −5,885−8.0% | Reduced |
| McMillion Capital Management Inc | 67,444 | $9.24M | 5.03% | −2,111−3.0% | Reduced |
| Fairhaven Wealth Management, LLC | 67,406 | $9.23M | 3.68% | +559+0.8% | Added |
| Baxter Bros Inc | 67,383 | $9.23M | 1.46% | +9,090+15.6% | Added |
| Mezzasalma Advisors, LLC | 67,290 | $9.22M | 5.08% | +76+0.1% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 67,155 | $9.20M | 3.02% | −3,214−4.6% | Reduced |
| Central Asset Investments & Management Holdings (HK) Ltd | 67,075 | $9.19M | 3.74% | +26,110+63.7% | Added |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 66,913 | $9.16M | 0.67% | +2,337+3.6% | Added |
| Tairen Capital Ltd | 66,900 | $9.16M | 1.60% | +66,900 | New |
| Excalibur Management Corp | 66,821 | $9.15M | 4.14% | −2,214−3.2% | Reduced |
| Belmont Capital, LLC | 66,746 | $9.14M | 9.43% | +1,103+1.7% | Added |
| Glen Eagle Advisors, LLC | 66,700 | $9.14M | 2.84% | −35−0.1% | Reduced |
| BCJ Capital Management, LLC | 66,536 | $9.11M | 0.98% | +475+0.7% | Added |
| Game Plan Financial Advisors, LLC | 66,528 | $9.11M | 5.42% | +324+0.5% | Added |
| Clarity Financial LLC | 66,501 | $9.11M | 1.75% | −13,306−16.7% | Reduced |
| Bay Rivers Group | 66,412 | $9.10M | 6.46% | +1,054+1.6% | Added |
| Riverbridge Partners LLC | 66,338 | $9.09M | 0.09% | −153−0.2% | Reduced |
| Legato Capital Management LLC | 66,321 | $9.08M | 1.28% | +9,085+15.9% | Added |
| Cambridge Advisors Inc. | 66,222 | $9.07M | 2.19% | −2,630−3.8% | Reduced |
| Montgomery Investment Management Inc | 66,160 | $9.06M | 3.36% | −1,200−1.8% | Reduced |
| NatWest Group plc | 65,901 | $9.03M | 4.66% | −4,018−5.7% | Reduced |
| Menlo Advisors LLC | 65,735 | $9.00M | 4.85% | −220−0.3% | Reduced |
| Highlander Capital Management, LLC | 65,711 | $9.00M | 4.50% | −2,549−3.7% | Reduced |
| Delta Investment Management, LLC | 65,714 | $9.00M | 2.67% | +149+0.2% | Added |
| Veracity Capital LLC | 65,695 | $8.98M | 2.10% | +32,393+97.3% | Added |
| Alhambra Investment Partners LLC | 65,586 | $8.98M | 6.74% | −3,834−5.5% | Reduced |
| Insight Wealth Strategies, LLC | 65,503 | $8.97M | 1.28% | −13,006−16.6% | Reduced |
| Jupiter Wealth Management LLC | 61,329 | $8.96M | 4.29% | −1,461−2.3% | Reduced |
| Fernwood Investment Management, LLC | 65,432 | $8.96M | 2.96% | +1,201+1.9% | Added |
| Aurora Investment Managers, LLC. | 65,322 | $8.95M | 8.93% | +1,457+2.3% | Added |
| Wealth Advisory Solutions, LLC | 65,279 | $8.94M | 2.12% | −173,102−72.6% | Reduced |
| Sugarloaf Wealth Management, LLC | 65,119 | $8.92M | 2.43% | +65,063+116,183.9% | Added |
| Centerpoint Advisors, LLC | 65,107 | $8.92M | 4.20% | +42,987+194.3% | Added |
| Family Capital Trust Co | 64,989 | $8.90M | 2.51% | −1,725−2.6% | Reduced |
| WealthBridge Capital Management, LLC | 64,888 | $8.89M | 3.23% | −473−0.7% | Reduced |
| Riverpark Capital Management LLC | 64,751 | $8.87M | 3.53% | 00.0% | Unchanged |
| Kesler, Norman & Wride, LLC | 60,798 | $8.87M | 2.05% | +647+1.1% | Added |
| Compton Wealth Advisory Group, LLC | 64,665 | $8.86M | 4.13% | +544+0.8% | Added |
| Sage Mountain Advisors LLC | 64,418 | $8.82M | 1.46% | +6,522+11.3% | Added |
| Castle Rock Wealth Management, LLC | 60,465 | $8.80M | 3.23% | +219+0.4% | Added |
| Duality Advisers, LP | 64,248 | $8.80M | 0.78% | +64,248 | New |
| WNY Asset Management, LLC | 64,103 | $8.78M | 3.15% | −35−0.1% | Reduced |
| Boston Research & Management Inc | 64,048 | $8.77M | 2.66% | −1,002−1.5% | Reduced |
| Lumina Fund Management LLC | 64,000 | $8.77M | 4.24% | 00.0% | Unchanged |
| NWK Group, Inc. | 63,890 | $8.75M | 3.49% | +88+0.1% | Added |
| Martin & Co Inc | 63,845 | $8.74M | 2.18% | −3,271−4.9% | Reduced |