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 |
|---|---|---|---|---|---|
| O'Brien Wealth Partners LLC | 31,473 | $4.57M | 1.51% | +846+2.8% | Added |
| Lumature Wealth Partners, LLC | 33,345 | $4.57M | 1.89% | +2,313+7.5% | Added |
| American Institute for Advanced Investment Management, LLP | 33,318 | $4.56M | 3.22% | +1,389+4.4% | Added |
| Castellan Group, LLC | 33,300 | $4.56M | 1.91% | 00.0% | Unchanged |
| Corrigan Financial, Inc. | 33,283 | $4.56M | 1.39% | +5,558+20.0% | Added |
| PrairieView Partners, LLC | 33,260 | $4.55M | 0.68% | −3,536−9.6% | Reduced |
| Aua Capital Management, LLC | 33,244 | $4.55M | 2.81% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 33,170 | $4.54M | 1.28% | +862+2.7% | Added |
| Cambria Investment Management, L.P. | 33,128 | $4.54M | 0.78% | +4,592+16.1% | Added |
| Parkside Advisors LLC | 33,077 | $4.53M | 1.44% | +264+0.8% | Added |
| Summit Place Financial Advisors, LLC | 33,004 | $4.52M | 3.32% | +1,452+4.6% | Added |
| Ssi Investment Management LLC | 32,956 | $4.51M | 0.29% | −101−0.3% | Reduced |
| Front Street Capital Management, Inc. | 36,381 | $4.51M | 0.82% | −529−1.4% | Reduced |
| Demars Financial Group, LLC | 32,909 | $4.51M | 2.71% | +30+0.1% | Added |
| Mayfair Advisory Group, LLC | 32,890 | $4.50M | 7.14% | +278+0.9% | Added |
| Pacific Center for Financial Services | 32,891 | $4.50M | 1.97% | +4,133+14.4% | Added |
| PBMares Wealth Management LLC | 32,793 | $4.49M | 2.45% | +1,910+6.2% | Added |
| Cypress Capital, LLC | 32,696 | $4.48M | 4.38% | +1,914+6.2% | Added |
| Mosaic Advisors LLC | 32,676 | $4.47M | 2.92% | −243−0.7% | Reduced |
| Bernardo Wealth Planning LLC | 32,645 | $4.47M | 2.68% | +216+0.7% | Added |
| Hudock, Inc. | 32,587 | $4.46M | 1.33% | −8,000−19.7% | Reduced |
| Beacon Harbor Wealth Advisors, Inc. | 32,589 | $4.46M | 1.60% | +917+2.9% | Added |
| Consolidated Planning Corp | 32,542 | $4.46M | 3.30% | −198−0.6% | Reduced |
| Geier Asset Management, Inc. | 32,431 | $4.44M | 3.11% | +593+1.9% | Added |
| Dash Acquisitions Inc. | 32,371 | $4.43M | 2.53% | +1,174+3.8% | Added |
| Sara-Bay Financial | 32,300 | $4.43M | 1.71% | −1,963−5.7% | Reduced |
| Glynn Capital Management LLC | 32,320 | $4.43M | 0.40% | 00.0% | Unchanged |
| Sunflower Bank, N.A. | 32,236 | $4.42M | 0.68% | −483−1.5% | Reduced |
| Smith Shellnut Wilson LLC | 32,146 | $4.40M | 2.56% | −3,364−9.5% | Reduced |
| Baron Silver Stevens Financial Advisors, LLC | 32,144 | $4.40M | 1.19% | +5,283+19.7% | Added |
| Camelot Portfolios, LLC | 32,067 | $4.39M | 1.77% | −10,123−24.0% | Reduced |
| Ten Capital Wealth Advisors, LLC | 32,010 | $4.38M | 0.99% | −1,499−4.5% | Reduced |
| Vista Wealth Management Group, LLC | 31,971 | $4.38M | 1.01% | +3,776+13.4% | Added |
| Ativo Capital Management LLC | 31,948 | $4.38M | 1.86% | −2,044−6.0% | Reduced |
| Outfitter Financial LLC | 31,882 | $4.37M | 3.35% | −260−0.8% | Reduced |
| Viridian Ria, LLC | 31,869 | $4.37M | 1.00% | −4,052−11.3% | Reduced |
| Weaver Consulting Group | 31,862 | $4.36M | 2.46% | −2,157−6.3% | Reduced |
| Sandhill Capital Partners LLC | 31,822 | $4.36M | 0.34% | +1,271+4.2% | Added |
| Sax Wealth Advisors, LLC | 31,786 | $4.35M | 1.49% | −2,700−7.8% | Reduced |
| Cascade Investment Advisors, Inc. | 31,753 | $4.35M | 2.74% | −1,625−4.9% | Reduced |
| Successful Portfolios LLC | 31,720 | $4.34M | 2.63% | +291+0.9% | Added |
| 44 Wealth Management LLC | 31,614 | $4.33M | 1.67% | −1,832−5.5% | Reduced |
| Paradigm Asset Management Co LLC | 31,600 | $4.33M | 1.10% | −1,300−4.0% | Reduced |
| Tranquility Partners, LLC | 31,504 | $4.32M | 2.42% | −4,001−11.3% | Reduced |
| Evolution Wealth Advisors, LLC | 31,449 | $4.31M | 0.88% | −2,732−8.0% | Reduced |
| Concord Wealth Partners | 31,415 | $4.30M | 1.23% | −2,041−6.1% | Reduced |
| Phocas Financial Corp. | 31,329 | $4.29M | 0.54% | +6,447+25.9% | Added |
| Trust Co of Kansas | 31,300 | $4.29M | 2.43% | +609+2.0% | Added |
| LGL Partners, LLC | 31,260 | $4.28M | 2.56% | −2,588−7.6% | Reduced |
| Omnia Family Wealth, LLC | 31,229 | $4.28M | 2.74% | +212+0.7% | Added |
| Safeguard Investment Advisory Group, LLC | 31,224 | $4.28M | 3.05% | +973+3.2% | Added |
| Trinity Financial Advisors LLC | 31,132 | $4.26M | 2.99% | −1,435−4.4% | Reduced |
| Argent Advisors, Inc. | 31,122 | $4.26M | 2.59% | −10.0% | Reduced |
| Cooper/Haims Advisors, LLC | 31,069 | $4.25M | 2.79% | −1,539−4.7% | Reduced |
| New Jersey Better Educational Savings Trust | 31,026 | $4.25M | 8.49% | 00.0% | Unchanged |
| Legg Mason Asset Management (Japan) Co., Ltd. | 30,970 | $4.24M | 4.64% | −2,771−8.2% | Reduced |
| Legacy Wealth Planning, LLC | 30,705 | $4.21M | 4.79% | +1,501+5.1% | Added |
| CMC Financial Group | 30,680 | $4.20M | 2.39% | +220+0.7% | Added |
| Burt Wealth Advisors | 30,634 | $4.20M | 1.52% | −184−0.6% | Reduced |
| Heritage Wealth Management, LLC | 30,630 | $4.20M | 1.59% | +220+0.7% | Added |
| One Charles Private Wealth Services, LLC | 30,517 | $4.18M | 2.81% | +21,788+249.6% | Added |
| D'Orazio & Associates, Inc. | 30,486 | $4.17M | 1.08% | +4,076+15.4% | Added |
| Rosenbaum Jay D. | 30,463 | $4.17M | 6.91% | −924−2.9% | Reduced |
| Landmark Financial Advisors, LLC | 30,420 | $4.17M | 1.99% | −188−0.6% | Reduced |
| Shay Capital LLC | 30,300 | $4.15M | 0.98% | +21,638+249.8% | Added |
| Wealth Quarterback LLC | 30,257 | $4.14M | 2.52% | +30,257 | New |
| Bickling Financial Services, Inc. | 30,251 | $4.14M | 1.87% | +3,251+12.0% | Added |
| Intellectus Partners, LLC | 30,242 | $4.14M | 0.93% | +2,815+10.3% | Added |
| Garrett Wealth Advisory Group, LLC | 30,223 | $4.14M | 2.71% | −1,009−3.2% | Reduced |
| Column Capital Advisors, LLC | 30,132 | $4.13M | 0.87% | −1,279−4.1% | Reduced |
| Edmonds Duncan Registered Investment Advisors, LLC | 30,112 | $4.12M | 1.28% | +53+0.2% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 30,084 | $4.12M | 2.30% | −3,884−11.4% | Reduced |
| NewSquare Capital LLC | 30,082 | $4.12M | 0.49% | +1,117+3.9% | Added |
| Summitry LLC | 30,041 | $4.11M | 0.26% | −3,034−9.2% | Reduced |
| Global Strategic Investment Solutions, LLC | 29,975 | $4.11M | 0.69% | −6,914−18.7% | Reduced |
| Pin Oak Investment Advisors Inc | 29,963 | $4.10M | 4.18% | −741−2.4% | Reduced |
| tru Independence LLC | 29,913 | $4.10M | 1.21% | −16,497−35.5% | Reduced |
| Rock Creek Group, LP | 29,860 | $4.09M | 0.61% | +8,063+37.0% | Added |
| Spectrum Wealth Advisory Group, LLC | 29,833 | $4.09M | 4.00% | −295−1.0% | Reduced |
| Reitz Capital Advisors LLC | 29,752 | $4.08M | 2.88% | −185−0.6% | Reduced |
| Capital Advisors, Ltd. LLC | 29,716 | $4.07M | 0.73% | +1,402+5.0% | Added |
| Gainplan LLC | 29,526 | $4.06M | 1.60% | +12,711+75.6% | Added |
| Wade Financial Advisory, Inc | 29,640 | $4.06M | 2.23% | +8,659+41.3% | Added |
| Factorial Partners, LLC | 29,560 | $4.05M | 2.73% | 00.0% | Unchanged |
| McRae Capital Management Inc | 29,534 | $4.04M | 0.93% | −12,185−29.2% | Reduced |
| Brooks, Moore & Associates, Inc. | 29,533 | $4.04M | 2.58% | +58+0.2% | Added |
| Rockbridge Investment Management, LCC | 29,455 | $4.03M | 0.68% | −2,660−8.3% | Reduced |
| Pineno Levin & Ford Asset Management, Inc. | 29,396 | $4.03M | 1.30% | +270+0.9% | Added |
| Northeast Financial Group, Inc. | 29,385 | $4.02M | 2.63% | −423−1.4% | Reduced |
| Silicon Hills Wealth Management, LLC | 29,347 | $4.02M | 3.12% | +277+1.0% | Added |
| S. R. Schill & Associates | 29,314 | $4.01M | 1.59% | +289+1.0% | Added |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 29,300 | $4.01M | 4.19% | +29,300 | New |
| ERTS Wealth Advisors, LLC | 29,275 | $4.01M | 1.08% | +330+1.1% | Added |
| Fortis Capital Management LLC | 29,223 | $4.00M | 2.06% | +9,234+46.2% | Added |
| Jackson, Grant Investment Advisers, Inc. | 29,168 | $4.00M | 1.76% | −651−2.2% | Reduced |
| Kalos Management, Inc. | 27,510 | $3.99M | 1.62% | −17,622−39.0% | Reduced |
| Pensionmark Financial Group, LLC | 29,125 | $3.99M | 0.91% | +55+0.2% | Added |
| Redmond Asset Management, LLC | 29,127 | $3.99M | 1.17% | −70−0.2% | Reduced |
| Magnolia Capital Management Ltd | 29,116 | $3.99M | 3.84% | −5,614−16.2% | Reduced |
| Dimension Capital Management LLC | 29,051 | $3.98M | 0.87% | −1,900−6.1% | Reduced |