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 11 sales; 6,152 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 | 6,152 | $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 |
|---|---|---|---|---|---|
| Beck Bode, LLC | 47,234 | $6.47M | 1.79% | −474−1.0% | Reduced |
| Brasada Capital Management, LP | 47,232 | $6.47M | 1.27% | +737+1.6% | Added |
| Old North State Trust, LLC | 47,140 | $6.46M | 4.88% | +5,494+13.2% | Added |
| Grace Capital | 46,975 | $6.43M | 4.31% | −1,817−3.7% | Reduced |
| Bridgeworth, LLC | 46,895 | $6.42M | 1.83% | −675−1.4% | Reduced |
| BHK Investment Advisors, LLC | 46,864 | $6.42M | 2.62% | −1,076−2.2% | Reduced |
| Capital One Financial Corp | 46,802 | $6.41M | 0.78% | +2,449+5.5% | Added |
| Walled Lake Planning & Wealth Management, LLC | 46,796 | $6.41M | 4.17% | +414+0.9% | Added |
| Patron Partners Advisors, LLC | 46,782 | $6.41M | 4.82% | −1,939−4.0% | Reduced |
| Johnson Bixby & Associates, LLC | 43,635 | $6.39M | 1.85% | −181−0.4% | Reduced |
| New Potomac Partners, LLC | 46,618 | $6.38M | 4.34% | −745−1.6% | Reduced |
| Harfst & Associates, Inc. | 46,600 | $6.38M | 1.85% | +730+1.6% | Added |
| HYA Advisors, Inc | 46,590 | $6.38M | 2.67% | +8,167+21.3% | Added |
| Pettee Investors, Inc. | 46,433 | $6.36M | 2.99% | −3,500−7.0% | Reduced |
| Northwest Capital Management Inc | 43,546 | $6.35M | 3.58% | +2,288+5.5% | Added |
| Simon Quick Advisors, LLC | 46,330 | $6.34M | 1.68% | +307+0.7% | Added |
| High Falls Advisors, Inc | 46,309 | $6.34M | 1.71% | +188+0.4% | Added |
| Fosun International Ltd | 46,350 | $6.34M | 0.38% | −1,789−3.7% | Reduced |
| Canton Hathaway, LLC | 46,192 | $6.33M | 1.85% | −88−0.2% | Reduced |
| Applied Research Investments, LLC | 46,112 | $6.32M | 2.26% | 00.0% | Unchanged |
| LGT Capital Partners Ltd. | 46,078 | $6.31M | 0.18% | 00.0% | Unchanged |
| AlphaStar Capital Management, LLC | 46,081 | $6.31M | 0.81% | +9,223+25.0% | Added |
| Ravenstone Capital Management Inc. | 46,055 | $6.31M | 5.66% | +46,055 | New |
| Carlson Capital Management | 46,002 | $6.30M | 0.89% | +288+0.6% | Added |
| Redwood Investments, LLC | 45,917 | $6.29M | 0.51% | −1,634−3.4% | Reduced |
| GSB Wealth Management, LLC | 45,819 | $6.28M | 1.95% | −6,020−11.6% | Reduced |
| Bluefin Capital Management, LLC | 45,750 | $6.27M | 0.44% | −18,051−28.3% | Reduced |
| Old Dominion Capital Management Inc | 45,685 | $6.26M | 1.34% | −422−0.9% | Reduced |
| Orca Investment Management, LLC | 45,674 | $6.26M | 5.64% | −567−1.2% | Reduced |
| East Coast Asset Management, LLC. | 45,626 | $6.25M | 1.45% | +1,050+2.4% | Added |
| Coastal Capital Group, Inc. | 45,617 | $6.25M | 1.49% | −25−0.1% | Reduced |
| Argus Investors' Counsel, Inc. | 45,543 | $6.24M | 2.54% | −3,662−7.4% | Reduced |
| Thompson Investment Management, Inc. | 45,448 | $6.22M | 0.90% | 00.0% | Unchanged |
| Allred Capital Management, LLC | 45,381 | $6.21M | 3.07% | −1,541−3.3% | Reduced |
| Concentric Wealth Management, LLC | 45,379 | $6.21M | 1.90% | +1,117+2.5% | Added |
| Kathmere Capital Management, LLC | 45,351 | $6.21M | 1.20% | +148+0.3% | Added |
| Planning Directions Inc | 45,343 | $6.21M | 4.54% | +1,372+3.1% | Added |
| Boyd Watterson Asset Management LLC | 45,312 | $6.21M | 2.50% | +249+0.6% | Added |
| Karani Asset Management LLC | 45,300 | $6.20M | 3.21% | +292+0.6% | Added |
| Acima Private Wealth, LLC | 45,281 | $6.20M | 2.85% | −150−0.3% | Reduced |
| Hall Capital Management Co Inc | 45,232 | $6.20M | 4.00% | +45,232 | New |
| Corsicana & Co. | 45,078 | $6.17M | 3.90% | +45,078 | New |
| Formidable Asset Management, LLC | 44,920 | $6.15M | 1.32% | −237,980−84.1% | Reduced |
| Curated Wealth Partners LLC | 44,912 | $6.15M | 3.35% | −248−0.5% | Reduced |
| Summit Asset Management, LLC | 44,905 | $6.15M | 1.93% | +270+0.6% | Added |
| LCM Capital Management Inc | 44,888 | $6.15M | 5.11% | −942−2.1% | Reduced |
| Dempze Nancy E | 44,836 | $6.14M | 5.18% | +830+1.9% | Added |
| Blue Zone Wealth Advisors, LLC | 44,828 | $6.14M | 2.30% | +688+1.6% | Added |
| Private Wealth Strategies, L.L.C. | 44,795 | $6.13M | 1.59% | −3,139−6.5% | Reduced |
| Beacon Financial Advisory LLC | 44,751 | $6.13M | 3.29% | −6,832−13.2% | Reduced |
| Financial Sense Advisors, Inc. | 44,680 | $6.12M | 1.94% | +438+1.0% | Added |
| Security National Bank of Sioux City Iowa | 44,632 | $6.11M | 4.80% | +5,310+13.5% | Added |
| HHM Wealth Advisors, LLC | 44,601 | $6.11M | 1.66% | −1,237−2.7% | Reduced |
| Spreng Capital Management, Inc. | 44,513 | $6.10M | 3.95% | +443+1.0% | Added |
| Oxler Private Wealth LLC | 44,504 | $6.09M | 2.66% | −200−0.4% | Reduced |
| Allegheny Financial Group LTD | 44,500 | $6.09M | 2.76% | +1,049+2.4% | Added |
| Claudia M.P. Batlle, CRP (R) LLC | 44,362 | $6.08M | 3.10% | +11,001+33.0% | Added |
| Summit Financial, LLC | 44,333 | $6.07M | 0.60% | +38,186+621.2% | Added |
| Delta Capital Management LLC | 44,267 | $6.06M | 3.75% | −7,925−15.2% | Reduced |
| Charles Schwab Trust Co | 44,204 | $6.05M | 1.19% | +1,765+4.2% | Added |
| PDS Planning, Inc | 44,195 | $6.05M | 1.47% | +1,935+4.6% | Added |
| Bluesphere Advisors, LLC | 44,189 | $6.05M | 5.36% | −2,918−6.2% | Reduced |
| Karn, Couzens & Associates, Inc. | 44,163 | $6.05M | 4.69% | −540−1.2% | Reduced |
| Triangle Securities Wealth Management | 44,141 | $6.05M | 2.04% | −1,119−2.5% | Reduced |
| AXS Investments LLC | 44,114 | $6.04M | 1.84% | −10,595−19.4% | Reduced |
| Relyea Zuckerberg Hanson LLC | 44,070 | $6.04M | 2.48% | +1,322+3.1% | Added |
| Concentrum Wealth Management | 43,925 | $6.02M | 3.86% | +116+0.3% | Added |
| Barber Financial Group, Inc. | 43,893 | $6.01M | 0.82% | +8,487+24.0% | Added |
| AAFMAA Wealth Management & Trust LLC | 43,881 | $6.01M | 2.76% | −25,551−36.8% | Reduced |
| Capula Management Ltd | 43,791 | $6.00M | 1.09% | −327,228−88.2% | Reduced |
| Next Capital Management LLC | 43,783 | $6.00M | 3.82% | +1,293+3.0% | Added |
| Kensington Investment Counsel, LLC | 43,637 | $5.98M | 4.10% | +1,048+2.5% | Added |
| JNBA Financial Advisors | 43,589 | $5.97M | 0.81% | +885+2.1% | Added |
| Choice Wealth Advisors, LLC | 43,580 | $5.97M | 4.29% | +18,892+76.5% | Added |
| HAP Trading, LLC | 43,583 | $5.97M | 0.37% | +43,583 | New |
| Virtu Financial LLC | 43,555 | $5.96M | 0.58% | −48,614−52.7% | Reduced |
| Abundance Wealth Counselors | 43,416 | $5.95M | 1.54% | +4,416+11.3% | Added |
| Auxano Advisors, LLC | 43,381 | $5.94M | 2.72% | −2,253−4.9% | Reduced |
| Retirement Solution Inc. | 43,335 | $5.93M | 2.83% | +14,972+52.8% | Added |
| Lehman & Derafelo Financial Resources LLC | 43,300 | $5.93M | 1.62% | +318+0.7% | Added |
| Sturgeon Ventures LLP | 43,235 | $5.92M | 2.94% | 00.0% | Unchanged |
| United Bank | 43,201 | $5.92M | 3.99% | −1,742−3.9% | Reduced |
| Virtue Capital Management, LLC | 43,157 | $5.91M | 1.18% | −1,202−2.7% | Reduced |
| Guild Investment Management, Inc. | 42,905 | $5.88M | 5.69% | −2,636−5.8% | Reduced |
| Archer Investment Corp | 42,892 | $5.87M | 2.32% | +668+1.6% | Added |
| Crewe Advisors LLC | 42,886 | $5.87M | 1.46% | −5,229−10.9% | Reduced |
| Seven Eight Capital, LP | 42,731 | $5.85M | 0.82% | +42,731 | New |
| Banco de Sabadell, S.A | 42,723 | $5.84M | 3.89% | −256,164−85.7% | Reduced |
| Bull Street Advisors, LLC | 42,634 | $5.84M | 3.12% | −349−0.8% | Reduced |
| Financial Insights, Inc. | 42,631 | $5.84M | 4.83% | −87−0.2% | Reduced |
| Kowal Investment Group, LLC | 42,592 | $5.83M | 2.10% | +3,650+9.4% | Added |
| RBA Wealth Management, LLC | 42,539 | $5.83M | 12.37% | +143+0.3% | Added |
| Stableford Capital II LLC | 42,511 | $5.82M | 2.78% | +1,707+4.2% | Added |
| Bar Harbor Trust Services | 42,484 | $5.82M | 1.87% | −174−0.4% | Reduced |
| Summit Financial Wealth Advisors, LLC | 42,374 | $5.80M | 1.31% | −3,104−6.8% | Reduced |
| Derbend Asset Management | 42,235 | $5.78M | 5.39% | +42,235 | New |
| Alera Investment Advisors, LLC | 42,409 | $5.78M | 1.74% | +731+1.8% | Added |
| Childress Capital Advisors, LLC | 42,210 | $5.78M | 2.63% | +2,315+5.8% | Added |
| Indie Asset Partners, LLC | 42,199 | $5.78M | 4.69% | −2,048−4.6% | Reduced |
| Walleye Capital LLC | 42,204 | $5.78M | 0.21% | +22,222+111.2% | Added |