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 |
|---|---|---|---|---|---|
| Baldrige Asset Management LLC | 63,835 | $8.74M | 3.79% | −102−0.2% | Reduced |
| Murphy Pohlad Asset Management LLC | 63,806 | $8.74M | 3.53% | −1,182−1.8% | Reduced |
| Bourgeon Capital Management LLC | 63,792 | $8.74M | 1.88% | +817+1.3% | Added |
| Sage Rhino Capital LLC | 63,610 | $8.71M | 2.57% | +1,230+2.0% | Added |
| Exeter Financial, LLC | 62,207 | $8.71M | 5.05% | +1,871+3.1% | Added |
| RPg Family Wealth Advisory, LLC | 63,536 | $8.70M | 3.52% | +63,536 | New |
| Cottage Street Advisors LLC | 63,524 | $8.70M | 5.17% | −913−1.4% | Reduced |
| Newport Wealth Strategies, Inc. | 63,476 | $8.69M | 5.02% | +153+0.2% | Added |
| Capital Advantage, Inc. | 63,385 | $8.68M | 2.28% | −16,754−20.9% | Reduced |
| Blue Edge Capital, LLC | 63,304 | $8.67M | 1.80% | −1,274−2.0% | Reduced |
| Clarus Wealth Advisors | 59,909 | $8.66M | 5.42% | +156+0.3% | Added |
| Zhang Financial LLC | 63,137 | $8.65M | 2.12% | +1,012+1.6% | Added |
| IMS Capital Management | 63,126 | $8.65M | 5.10% | −684−1.1% | Reduced |
| Socorro Asset Management LP | 63,112 | $8.64M | 2.82% | +17,193+37.4% | Added |
| Core Alternative Capital | 63,065 | $8.64M | 2.01% | +10,735+20.5% | Added |
| Connable Office Inc | 63,040 | $8.63M | 1.20% | −1,947−3.0% | Reduced |
| Bruderman Asset Management, LLC | 63,031 | $8.63M | 2.67% | +542+0.9% | Added |
| Schonfeld Strategic Advisors LLC | 63,000 | $8.63M | 0.10% | −302,661−82.8% | Reduced |
| Wealth Dimensions Group, Ltd. | 62,980 | $8.63M | 5.85% | +990+1.6% | Added |
| Atlas Capital Advisors LLC | 62,820 | $8.60M | 1.44% | −549−0.9% | Reduced |
| Wealth Management Partners, LLC | 62,766 | $8.60M | 5.99% | +502+0.8% | Added |
| Investment Partners, Ltd. | 62,754 | $8.60M | 3.92% | +1,059+1.7% | Added |
| Columbia Trust Co 01012016 | 62,762 | $8.60M | 4.90% | +5,570+9.7% | Added |
| Clarkston Capital Partners, LLC | 62,711 | $8.59M | 0.15% | +1,205+2.0% | Added |
| Swarthmore Group Inc | 62,673 | $8.58M | 2.22% | +2,754+4.6% | Added |
| Lafayette Investments, Inc. | 62,506 | $8.56M | 2.33% | +14,346+29.8% | Added |
| WBI Investments | 62,410 | $8.55M | 1.31% | +62,410 | New |
| Private Capital Group, LLC | 62,198 | $8.52M | 1.94% | −1,528−2.4% | Reduced |
| Clear Perspective Advisors, LLC | 62,189 | $8.52M | 2.96% | −6,518−9.5% | Reduced |
| Newbridge Financial Services Group, Inc. | 62,140 | $8.51M | 5.21% | −589−0.9% | Reduced |
| Roman Butler Fullerton & Co | 62,120 | $8.51M | 4.14% | −948−1.5% | Reduced |
| Wolf Group Capital Advisors | 62,075 | $8.50M | 4.56% | +1,113+1.8% | Added |
| Barry Investment Advisors, LLC | 61,913 | $8.48M | 2.27% | −3,389−5.2% | Reduced |
| Rinet Co LLC | 61,758 | $8.46M | 1.58% | +303+0.5% | Added |
| CWS Financial Advisors, LLC | 61,712 | $8.45M | 3.37% | −250.0% | Reduced |
| Corbenic Partners LLC | 61,683 | $8.45M | 2.21% | +3,459+5.9% | Added |
| Gibraltar Capital Management, Inc. | 58,926 | $8.44M | 4.22% | +2,121+3.7% | Added |
| Permanens Capital L.P. | 61,584 | $8.44M | 1.52% | +13,309+27.6% | Added |
| Freedom Day Solutions, LLC | 61,568 | $8.43M | 4.02% | −4,567−6.9% | Reduced |
| Financial Perspectives, Inc | 61,533 | $8.43M | 4.10% | −7,447,337−99.2% | Reduced |
| Sculati Wealth Management, LLC | 61,358 | $8.40M | 4.45% | −140.0% | Reduced |
| Onyx Bridge Wealth Group LLC | 57,291 | $8.39M | 3.63% | +6,364+12.5% | Added |
| Coastal Bridge Advisors, LLC | 61,221 | $8.38M | 1.72% | +4,727+8.4% | Added |
| Drexel Morgan & Co. | 61,143 | $8.37M | 2.47% | −11,784−16.2% | Reduced |
| Quest Capital Management Inc | 61,083 | $8.37M | 1.67% | −3,229−5.0% | Reduced |
| 1623 Capital LLC | 61,032 | $8.36M | 3.45% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 60,992 | $8.35M | 1.38% | +5,991+10.9% | Added |
| Meridian Investment Counsel Inc. | 60,960 | $8.35M | 2.94% | +2,750+4.7% | Added |
| Holloway Wealth Management, LLC | – | $8.35M | 2.55% | – | – |
| Noesis Capital Mangement Corp | 56,996 | $8.34M | 1.71% | −4,895−7.9% | Reduced |
| Almanack Investment Partners, LLC. | 60,913 | $8.34M | 0.80% | −4,787−7.3% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 60,901 | $8.34M | 5.40% | −183−0.3% | Reduced |
| Eastover Investment Advisors LLC | 60,868 | $8.34M | 5.41% | +3,056+5.3% | Added |
| Strategy Asset Managers LLC | 60,836 | $8.33M | 1.76% | −3,585−5.6% | Reduced |
| Bessemer Securities LLC | 60,804 | $8.33M | 3.26% | 00.0% | Unchanged |
| Chesapeake Wealth Management | 60,777 | $8.32M | 2.70% | −1,259−2.0% | Reduced |
| Clearwater Capital Advisors, LLC | 60,656 | $8.31M | 0.97% | +1,812+3.1% | Added |
| Bank of Stockton | 60,635 | $8.30M | 2.51% | −2,121−3.4% | Reduced |
| Clarus Group, Inc. | 57,229 | $8.30M | 6.21% | +31+0.1% | Added |
| Covenant Multifamily Offices, LLC | 60,626 | $8.30M | 1.51% | +14,412+31.2% | Added |
| Beacon Financial Group | 56,749 | $8.29M | 1.18% | −616−1.1% | Reduced |
| Pure Financial Advisors, Inc. | 60,471 | $8.28M | 0.67% | −1,671−2.7% | Reduced |
| Hohimer Wealth Management, LLC | 60,394 | $8.27M | 1.69% | +538+0.9% | Added |
| Towercrest Capital Management | 60,394 | $8.27M | 1.60% | −1,059−1.7% | Reduced |
| Ballast, Inc. | 60,388 | $8.27M | 3.49% | +130.0% | Added |
| MV Capital Management, Inc. | 60,290 | $8.26M | 1.40% | +6,014+11.1% | Added |
| Keebeck Wealth Management, LLC | 60,210 | $8.25M | 1.19% | −71,196−54.2% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 60,000 | $8.22M | 2.29% | 00.0% | Unchanged |
| Peninsula Wealth, LLC | 59,983 | $8.21M | 2.69% | +2,193+3.8% | Added |
| Integrated Investment Consultants, LLC | 59,971 | $8.21M | 2.41% | +2,704+4.7% | Added |
| Peninsula Asset Management Inc | 59,952 | $8.21M | 4.29% | −260.0% | Reduced |
| DFPG Investments, LLC | 56,272 | $8.20M | 3.10% | +3,180+6.0% | Added |
| Optas, LLC | 59,765 | $8.19M | 2.34% | +720+1.2% | Added |
| Leuthold Group, LLC | 59,728 | $8.18M | 1.00% | −1,098−1.8% | Reduced |
| Tanaka Capital Management Inc | 59,619 | $8.16M | 11.03% | −3,120−5.0% | Reduced |
| Cairn Investment Group, Inc. | 59,486 | $8.15M | 5.98% | +57,292+2,611.3% | Added |
| Foundations Investment Advisors, LLC | 56,136 | $8.15M | 0.39% | +10,126+22.0% | Added |
| Paradiem, LLC | 54,592 | $8.14M | 2.53% | +150.0% | Added |
| Invst, LLC | 55,521 | $8.13M | 1.33% | +1,516+2.8% | Added |
| Jackson Hole Capital Partners, LLC | 59,342 | $8.13M | 2.82% | −618−1.0% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 59,165 | $8.10M | 4.34% | +40.0% | Added |
| Portland Global Advisors LLC | 59,134 | $8.10M | 1.57% | +3,576+6.4% | Added |
| Global Wealth Management Investment Advisory, Inc. | 59,105 | $8.10M | 2.69% | −2,754−4.5% | Reduced |
| Ayalon Holdings Ltd. | 58,918 | $8.09M | 2.69% | +4,487+8.2% | Added |
| Shepherd Kaplan Krochuk, LLC | 58,974 | $8.08M | 2.91% | −697−1.2% | Reduced |
| Modus Advisors, LLC | 58,929 | $8.07M | 3.40% | +48+0.1% | Added |
| Family Legacy, Inc. | 54,863 | $8.05M | 3.59% | −3,914−6.7% | Reduced |
| HC Financial Advisors Inc | 58,781 | $8.05M | 4.69% | −1,495−2.5% | Reduced |
| Valley Brook Capital Group | 58,641 | $8.03M | 7.66% | +588+1.0% | Added |
| Global Trust Asset Management, LLC | 58,619 | $8.03M | 3.82% | +4,833+9.0% | Added |
| Carl P. Sherr & Co., LLC | 58,560 | $8.02M | 5.52% | +103+0.2% | Added |
| Hall Private Wealth Advisors | 58,542 | $8.02M | 5.22% | +58,542 | New |
| Timber Creek Capital Management LLC | 58,459 | $8.01M | 2.60% | +5,350+10.1% | Added |
| HNP Capital LLC | 58,449 | $8.01M | 2.12% | +150.0% | Added |
| Vectors Research Management, LLC | 58,449 | $8.01M | 2.04% | +384+0.7% | Added |
| Y-Intercept (Hong Kong) Ltd | 58,415 | $8.00M | 2.03% | −4,173−6.7% | Reduced |
| HBW Advisory Services LLC | 58,346 | $7.99M | 2.11% | +243+0.4% | Added |
| Searcy Financial Services Inc | 58,209 | $7.97M | 4.83% | +579+1.0% | Added |
| McMahon Financial Advisors, LLC | 58,186 | $7.97M | 3.60% | −2,996−4.9% | Reduced |
| Unified Trust Company, N.A. | 58,182 | $7.97M | 2.36% | +3,080+5.6% | Added |