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 |
|---|---|---|---|---|---|
| Benchmark Financial Wealth Advisors, LLC | 37,644 | $5.16M | 2.46% | +150+0.4% | Added |
| Measured Wealth Private Client Group, LLC | 37,624 | $5.15M | 1.64% | +412+1.1% | Added |
| Leverage Partners Absolute Return Fund SPC | 37,600 | $5.15M | 3.55% | +30,800+452.9% | Added |
| Capital Management Associates | 37,330 | $5.11M | 4.91% | −50−0.1% | Reduced |
| Axiom Investment Management LLC | 37,196 | $5.10M | 3.95% | −637−1.7% | Reduced |
| Elm Advisors, LLC | 37,181 | $5.09M | 2.98% | 00.0% | Unchanged |
| Fruth Investment Management | 37,183 | $5.09M | 1.52% | −70.0% | Reduced |
| Aspireon Wealth Advisors | 37,220 | $5.09M | 3.28% | +1,220+3.4% | Added |
| Peregrine Asset Advisers, Inc. | 37,155 | $5.09M | 2.32% | +14,380+63.1% | Added |
| Princeton Global Asset Management LLC | 37,153 | $5.09M | 1.55% | −13,980−27.3% | Reduced |
| Connecticut Wealth Management, LLC | 37,110 | $5.08M | 0.45% | −6,978−15.8% | Reduced |
| Resonant Capital Advisors, LLC | 37,053 | $5.08M | 0.98% | +1,120+3.1% | Added |
| Hochman Cole Investment Advisors, Inc. | 36,896 | $5.05M | 2.02% | −1,569−4.1% | Reduced |
| Encompass Wealth Advisors, LLC | 36,900 | $5.05M | 1.24% | +2,246+6.5% | Added |
| Colorado Capital Management, Inc. | 36,831 | $5.04M | 3.39% | −452−1.2% | Reduced |
| David J Yvars Group | 36,793 | $5.04M | 2.83% | −2,149−5.5% | Reduced |
| Leelyn Smith, LLC | 36,687 | $5.03M | 1.48% | −9,286−20.2% | Reduced |
| Vaughan David Investments LLC | 36,570 | $5.01M | 0.16% | −6,899−15.9% | Reduced |
| Palisades Hudson Asset Management, L.P. | 36,564 | $5.01M | 2.24% | +10.0% | Added |
| Arnhold LLC | 36,520 | $5.00M | 0.57% | 00.0% | Unchanged |
| Retirement Capital Strategies | 36,481 | $5.00M | 1.90% | −135−0.4% | Reduced |
| Fountainhead AM, LLC | 42,740 | $4.99M | 2.65% | 00.0% | Unchanged |
| Wunderlich Capital Managemnt | 36,344 | $4.98M | 2.52% | −349−1.0% | Reduced |
| Algert Global LLC | 36,265 | $4.97M | 1.67% | +1,616+4.7% | Added |
| Long Road Investment Counsel, LLC | 36,211 | $4.96M | 2.17% | 00.0% | Unchanged |
| Gitterman Wealth Management, LLC | 36,167 | $4.95M | 4.01% | −2,495−6.5% | Reduced |
| Ayrshire Capital Management LLC | 36,134 | $4.95M | 2.79% | +750+2.1% | Added |
| Oak Family Advisors, LLC | 36,119 | $4.95M | 2.97% | +65+0.2% | Added |
| Arlington Partners LLC | 36,056 | $4.94M | 1.71% | +170.0% | Added |
| Pinnacle Wealth Management Group, Inc. | 36,041 | $4.94M | 3.60% | +36,041 | New |
| West Paces Advisors Inc. | 36,037 | $4.94M | 1.81% | −70−0.2% | Reduced |
| United Fire Group Inc | 36,000 | $4.93M | 2.51% | +36,000 | New |
| Horst & Graben Wealth Management LLC | 35,972 | $4.93M | 1.38% | +826+2.4% | Added |
| Lokken Investment Group LLC | 35,855 | $4.91M | 3.99% | −356−1.0% | Reduced |
| Larson Financial Group LLC | 35,845 | $4.91M | 1.14% | −98−0.3% | Reduced |
| Boltwood Capital Management | 35,754 | $4.90M | 2.03% | −6,160−14.7% | Reduced |
| Tudor Investment Corp Et Al | 35,666 | $4.88M | 0.10% | −206,863−85.3% | Reduced |
| Youngs Advisory Group, Inc. | 35,660 | $4.88M | 5.21% | +1,067+3.1% | Added |
| LCNB Corp | 35,644 | $4.88M | 2.46% | +387+1.1% | Added |
| WT Wealth Management | 35,643 | $4.88M | 1.98% | +642+1.8% | Added |
| Garrison Point Advisors, LLC | 35,604 | $4.88M | 3.51% | −407−1.1% | Reduced |
| West Oak Capital, LLC | 35,591 | $4.88M | 1.92% | −1,625−4.4% | Reduced |
| Seascape Capital Management | 35,561 | $4.87M | 2.53% | +1,565+4.6% | Added |
| Goepper Burkhardt LLC | 35,448 | $4.86M | 3.07% | +3,229+10.0% | Added |
| Landaas & Co | 35,372 | $4.84M | 2.71% | +23+0.1% | Added |
| Act Wealth Management, LLC | 35,299 | $4.83M | 2.98% | −709−2.0% | Reduced |
| Blue Square Asset Management, LLC | 35,295 | $4.83M | 2.97% | +2,149+6.5% | Added |
| Ritter Daniher Financial Advisory, LLC | 35,192 | $4.82M | 3.59% | −212−0.6% | Reduced |
| Mascoma Wealth Management LLC | 35,157 | $4.82M | 2.06% | −1,072−3.0% | Reduced |
| L2 Asset Management, LLC | 35,098 | $4.81M | 4.50% | −854−2.4% | Reduced |
| CMG Global Holdings, LLC | 35,033 | $4.80M | 3.62% | +22+0.1% | Added |
| Atlas Principals, LLC | 35,000 | $4.79M | 3.78% | +35,000 | New |
| Meridian Financial Partners LLC | 32,792 | $4.79M | 3.27% | +448+1.4% | Added |
| Redwood Investment Management, LLC | 34,978 | $4.79M | 0.78% | +3,502+11.1% | Added |
| Capital Advisors Wealth Management, LLC | 34,926 | $4.78M | 1.77% | +452+1.3% | Added |
| Osterweis Capital Management Inc | 34,897 | $4.78M | 0.25% | +347+1.0% | Added |
| First Financial Corp | 34,880 | $4.78M | 3.18% | +103+0.3% | Added |
| Epstein & White Financial LLC | 34,871 | $4.78M | 1.26% | +468+1.4% | Added |
| Horizon Investments, LLC | 34,910 | $4.77M | 0.14% | +18,102+107.7% | Added |
| Cary Street Partners Asset Management LLC | 34,836 | $4.77M | 1.14% | −130,955−79.0% | Reduced |
| Diker Management LLC | 34,788 | $4.76M | 2.09% | +30.0% | Added |
| Ellenbecker Investment Group | 34,670 | $4.75M | 1.56% | +392+1.1% | Added |
| Tru Independence Asset Management 2, LLC | 34,658 | $4.75M | 3.24% | +2,346+7.3% | Added |
| Fairview Capital Investment Management, LLC | 34,657 | $4.75M | 0.33% | +1,392+4.2% | Added |
| Rodgers Brothers Inc. | 34,632 | $4.74M | 0.91% | +13,910+67.1% | Added |
| QP Wealth Management, LLC | 34,615 | $4.74M | 4.85% | −1,930−5.3% | Reduced |
| First Pacific Advisors, LP | 34,617 | $4.74M | 0.06% | −733−2.1% | Reduced |
| Michael B. Yongue | 34,608 | $4.74M | 3.47% | −192−0.6% | Reduced |
| Sound Income Strategies, LLC | 34,603 | $4.74M | 0.68% | −5,862−14.5% | Reduced |
| State of Wyoming | 34,564 | $4.73M | 2.98% | +19,639+131.6% | Added |
| Trust Co | 34,551 | $4.73M | 3.32% | +2,506+7.8% | Added |
| Morgan Jess S & Co Inc | 34,516 | $4.73M | 3.11% | +2,190+6.8% | Added |
| Elmwood Wealth Management, Inc. | 34,478 | $4.72M | 2.49% | +117+0.3% | Added |
| Mitchell & Pahl Private Wealth, LLC | 34,388 | $4.71M | 3.37% | −116−0.3% | Reduced |
| Tower View Investment Management & Research LLC | 34,211 | $4.69M | 2.37% | −633−1.8% | Reduced |
| Mitchell Sinkler & Starr | 34,199 | $4.68M | 4.26% | +43+0.1% | Added |
| Check Capital Management Inc | 34,198 | $4.68M | 0.39% | +230+0.7% | Added |
| Cadent Capital Advisors, LLC | 34,119 | $4.67M | 1.94% | −327−0.9% | Reduced |
| Buffington Mohr McNeal | 34,117 | $4.67M | 0.92% | +1,206+3.7% | Added |
| Matisse Capital | 34,110 | $4.67M | 1.48% | +200+0.6% | Added |
| First Washington CORP | 34,082 | $4.67M | 1.74% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 34,068 | $4.67M | 4.30% | −154−0.5% | Reduced |
| Wagner Wealth Management, LLC | 34,027 | $4.66M | 3.34% | +298+0.9% | Added |
| Quantbot Technologies LP | 34,017 | $4.66M | 0.37% | −27,604−44.8% | Reduced |
| Provident Trust Co | 33,924 | $4.65M | 0.09% | −5,904−14.8% | Reduced |
| Sabal Trust CO | 33,851 | $4.64M | 0.33% | −204−0.6% | Reduced |
| KLK Capital Management LLC | 33,820 | $4.63M | 3.98% | +33,820 | New |
| Washburn Capital Management, Inc. | 33,719 | $4.62M | 3.09% | −723−2.1% | Reduced |
| Eclectic Associates Inc | 33,671 | $4.61M | 3.46% | −1,450−4.1% | Reduced |
| Vivid Financial Management, Inc. | 33,664 | $4.61M | 1.89% | −1,360−3.9% | Reduced |
| Trustco Bank Corp N Y | 33,660 | $4.61M | 4.15% | −9,988−22.9% | Reduced |
| White Lighthouse Investment Management Inc. | 33,646 | $4.61M | 1.26% | −1,601−4.5% | Reduced |
| First Personal Financial Services | 33,625 | $4.61M | 1.18% | +436+1.3% | Added |
| Miller Investment Management, LP | 33,603 | $4.60M | 0.80% | −240−0.7% | Reduced |
| First National Bank of Hutchinson | 33,552 | $4.59M | 2.38% | −10,819−24.4% | Reduced |
| Plotkin Financial Advisors, LLC | 33,511 | $4.59M | 2.54% | −1,289−3.7% | Reduced |
| Sovereign Financial Group, Inc. | 37,554 | $4.59M | 2.78% | 00.0% | Unchanged |
| Cortland Associates Inc | 33,485 | $4.59M | 0.48% | −224−0.7% | Reduced |
| Ambassador Advisors, LLC | 33,461 | $4.58M | 0.91% | −95−0.3% | Reduced |
| Catalyst Capital Advisors LLC | 33,382 | $4.57M | 0.23% | −73,632−68.8% | Reduced |