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 |
|---|---|---|---|---|---|
| Spouting Rock Asset Management, LLC | 52,680 | $7.21M | 2.21% | +1,717+3.4% | Added |
| BerganKDV Wealth Management, LLC | 52,596 | $7.20M | 0.85% | +1,061+2.1% | Added |
| Heartland Bank & Trust Co | 52,545 | $7.20M | 6.63% | −6,892−11.6% | Reduced |
| Cornerstone Capital, Inc. | 52,507 | $7.19M | 0.82% | −1,145−2.1% | Reduced |
| Cherry Creek Investment Advisors, Inc. | 52,460 | $7.18M | 4.72% | +52,460 | New |
| DAGCO, Inc. | 52,439 | $7.18M | 3.19% | −397−0.8% | Reduced |
| Hudson Canyon Capital Management | 52,202 | $7.15M | 5.35% | −4,027−7.2% | Reduced |
| Investment Management of Virginia LLC | 52,085 | $7.13M | 1.37% | +100.0% | Added |
| Monetta Financial Services Inc | 52,000 | $7.12M | 5.49% | 00.0% | Unchanged |
| Bradley Mark J. | 51,919 | $7.11M | 4.74% | −4,510−8.0% | Reduced |
| Pacifica Partners Inc. | 51,389 | $7.11M | 5.40% | +200.0% | Added |
| Paragon Wealth Strategies, LLC | 51,857 | $7.10M | 1.94% | +60.0% | Added |
| Apella Capital, LLC | 51,824 | $7.10M | 1.17% | −2,388−4.4% | Reduced |
| San Francisco Sentry Investment Group (Ca) | 51,804 | $7.09M | 3.70% | −59,794−53.6% | Reduced |
| TAP Consulting, LLC | 51,800 | $7.09M | 1.99% | −409−0.8% | Reduced |
| Analyst IMS Investment Management Services Ltd. | 51,780 | $7.09M | 0.85% | −121−0.2% | Reduced |
| Green Harvest Asset Management LLC | 51,753 | $7.09M | 1.31% | −10,847−17.3% | Reduced |
| Clark Financial Services Group Inc | 51,759 | $7.09M | 5.56% | +97+0.2% | Added |
| Cape Ann Savings Bank | 51,691 | $7.08M | 4.47% | +242+0.5% | Added |
| Jump Financial, LLC | 51,573 | $7.06M | 0.68% | −27,851−35.1% | Reduced |
| Atlas Private Wealth Management | 51,538 | $7.06M | 4.36% | −218−0.4% | Reduced |
| Emerald Advisers, LLC | 51,465 | $7.05M | 0.26% | +40.0% | Added |
| Advisory Alpha, LLC | 51,368 | $7.04M | 0.58% | +983+2.0% | Added |
| McCarthy Asset Management, Inc. | 51,276 | $7.02M | 4.99% | −989−1.9% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 47,932 | $7.02M | 3.02% | +420+0.9% | Added |
| Twin Tree Management, LP | 51,073 | $7.00M | 0.21% | −105,718−67.4% | Reduced |
| Legacy Wealth Partners, Inc. | 51,044 | $6.99M | 3.88% | +877+1.7% | Added |
| Longitude (Cayman) Ltd. | 51,000 | $6.99M | 4.57% | −14,000−21.5% | Reduced |
| Maven Securities LTD | 50,870 | $6.97M | 0.73% | +50,870 | New |
| Wolff Wiese Magana LLC | 50,850 | $6.96M | 4.97% | −422−0.8% | Reduced |
| Royal Fund Management, LLC | 50,775 | $6.95M | 1.15% | +7,122+16.3% | Added |
| StrategIQ Financial Group, LLC | 50,722 | $6.95M | 1.37% | −167−0.3% | Reduced |
| Northside Capital Management, LLC | 50,693 | $6.94M | 1.74% | −1,079−2.1% | Reduced |
| Private Capital Management LLC | 50,674 | $6.94M | 3.18% | −264−0.5% | Reduced |
| Levy Wealth Management Group, LLC | 50,575 | $6.93M | 3.98% | +1,090+2.2% | Added |
| 20/20 Capital Management, Inc. | 50,541 | $6.92M | 1.79% | +1,273+2.6% | Added |
| First National Corp | 18,902 | $6.90M | 2.37% | −58,208−75.5% | Reduced |
| TSFG, LLC | 50,300 | $6.89M | 2.78% | +1,048+2.1% | Added |
| Rede Wealth, LLC | 50,232 | $6.88M | 3.67% | +140+0.3% | Added |
| West Family Investments, Inc. | 50,146 | $6.87M | 1.92% | +50,146 | New |
| Engine No. 1 LLC | 50,141 | $6.87M | 1.89% | +50,141 | New |
| SCP Investment, LP | 50,000 | $6.85M | 1.98% | 00.0% | Unchanged |
| First United Bank Trust | 49,932 | $6.84M | 2.86% | −3,028−5.7% | Reduced |
| Crew Capital Management, Ltd. | 49,920 | $6.84M | 6.39% | −3,954−7.3% | Reduced |
| Westshore Wealth, LLC | 49,876 | $6.83M | 3.51% | +292+0.6% | Added |
| Eagle Ridge Investment Management | 49,819 | $6.82M | 0.79% | −157−0.3% | Reduced |
| Walkner Condon Financial Advisors LLC | 49,830 | $6.82M | 2.50% | +226+0.5% | Added |
| Altfest L J & Co Inc | 49,812 | $6.82M | 1.47% | −1,068−2.1% | Reduced |
| IMA Wealth, Inc. | 49,708 | $6.81M | 1.59% | +502+1.0% | Added |
| Accurate Wealth Management, LLC | 49,680 | $6.80M | 5.98% | +49,680 | New |
| Old Port Advisors | 45,546 | $6.79M | 2.44% | +1,527+3.5% | Added |
| Court Place Advisors, LLC | 49,588 | $6.79M | 1.98% | +1,505+3.1% | Added |
| Ascension Asset Management LLC | 49,582 | $6.79M | 4.45% | −510−1.0% | Reduced |
| Signet Investment Advisory Group, Inc. | 49,535 | $6.78M | 4.37% | −3,295−6.2% | Reduced |
| Americana Partners, LLC | 49,536 | $6.78M | 3.46% | +1,400+2.9% | Added |
| Seelaus Asset Management LLC | 49,467 | $6.78M | 3.96% | −3,268−6.2% | Reduced |
| Lenox Wealth Advisors, LLC | 49,445 | $6.77M | 0.87% | +1,788+3.8% | Added |
| WealthShield Partners, LLC | 49,426 | $6.77M | 1.06% | −412−0.8% | Reduced |
| Clear Creek Financial Management, LLC | 49,415 | $6.77M | 1.05% | +43,839+786.2% | Added |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 49,356 | $6.76M | 1.20% | 00.0% | Unchanged |
| NovaPoint Capital, LLC | 49,341 | $6.76M | 2.80% | +4,565+10.2% | Added |
| Colonial River Wealth Management, LLC | 49,143 | $6.73M | 4.81% | +220.0% | Added |
| Waddell & Associates, LLC | 49,118 | $6.73M | 1.16% | −5,236−9.6% | Reduced |
| WD Rutherford LLC | 49,111 | $6.73M | 3.74% | −415−0.8% | Reduced |
| Ceera Investments, LLC | 49,100 | $6.72M | 5.10% | −640−1.3% | Reduced |
| Needham Investment Management LLC | 49,000 | $6.71M | 0.98% | −14,300−22.6% | Reduced |
| CNB Bank | 48,918 | $6.70M | 4.19% | +975+2.0% | Added |
| Wealthquest Corp | 48,928 | $6.70M | 1.15% | +1,724+3.7% | Added |
| Baker Ellis Asset Management LLC | 48,895 | $6.70M | 1.31% | −197−0.4% | Reduced |
| Nia Impact Advisors, LLC | 48,718 | $6.67M | 3.25% | +1,709+3.6% | Added |
| Ahrens Investment Partners LLC | 48,681 | $6.67M | 3.08% | +2,549+5.5% | Added |
| Peak Financial Management, Inc. | 48,644 | $6.66M | 2.26% | −757−1.5% | Reduced |
| Deseret Mutual Benefit Administrators | 48,636 | $6.66M | 1.61% | +48,636 | New |
| Cutter & CO Brokerage, Inc. | 48,602 | $6.66M | 1.53% | +1,997+4.3% | Added |
| Eukles Asset Management | 48,523 | $6.65M | 3.68% | +16,515+51.6% | Added |
| E&G Advisors, LP | 0 | $6.64M | 1.80% | −49,100−100.0% | Reduced |
| Davis-Rea Ltd. | 48,457 | $6.64M | 3.29% | +87+0.2% | Added |
| Zevenbergen Capital Investments LLC | 48,430 | $6.63M | 0.12% | −1,390−2.8% | Reduced |
| Herald Investment Management Ltd | 48,440 | $6.63M | 1.08% | 00.0% | Unchanged |
| Gratus Capital LLC | 48,419 | $6.63M | 0.74% | −14,599−23.2% | Reduced |
| Madden Securities Corp | 48,391 | $6.63M | 3.46% | −964−2.0% | Reduced |
| Symphony Financial, Ltd. Co. | 48,455 | $6.63M | 2.26% | −38,725−44.4% | Reduced |
| Advisors Management Group Inc | 48,372 | $6.63M | 1.98% | +2,011+4.3% | Added |
| Unio Capital LLC | 48,357 | $6.62M | 2.95% | −800−1.6% | Reduced |
| Agur Provident & Training Funds Management Ltd | 48,326 | $6.62M | 20.49% | +8,750+22.1% | Added |
| Pictet Bank & Trust Ltd | 48,220 | $6.60M | 3.70% | −4,300−8.2% | Reduced |
| TFC Financial Management | 48,212 | $6.60M | 2.26% | −585−1.2% | Reduced |
| Sonata Capital Group Inc | 47,974 | $6.57M | 2.99% | −57−0.1% | Reduced |
| Arbor Trust Wealth Advisors, LLC | 47,814 | $6.55M | 4.11% | −2,331−4.6% | Reduced |
| McAdam, LLC | 44,948 | $6.55M | 0.74% | +4,847+12.1% | Added |
| BTG Pactual Global Asset Management Ltd | 47,617 | $6.52M | 2.91% | −3,151−6.2% | Reduced |
| SRS Capital Advisors, Inc. | 47,576 | $6.52M | 0.89% | +47,576 | New |
| Truepoint, Inc. | 47,537 | $6.51M | 0.36% | +110+0.2% | Added |
| Marshall Financial Group LLC | 47,535 | $6.51M | 3.52% | −1,415−2.9% | Reduced |
| Page Arthur B | 47,469 | $6.50M | 4.63% | −1,788−3.6% | Reduced |
| Piscataqua Savings Bank | 47,456 | $6.50M | 5.56% | −49−0.1% | Reduced |
| United Services Automobile Association | 47,386 | $6.49M | 0.12% | +6,815+16.8% | Added |
| Symons Capital Management Inc | 47,259 | $6.47M | 3.69% | +42,839+969.2% | Added |
| Wealth Alliance Advisory Group, LLC | 47,249 | $6.47M | 3.15% | −841−1.7% | Reduced |
| Providence Wealth Advisors, LLC | 45,888 | $6.47M | 4.42% | −447−1.0% | Reduced |