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 |
|---|---|---|---|---|---|
| Hanson & Doremus Investment Management | 34,347 | $3.98M | 1.19% | −644−1.8% | Reduced |
| Hudson Capital Management LLC | 28,962 | $3.97M | 1.64% | +348+1.2% | Added |
| Joseph P. Lucia & Associates, LLC | 28,924 | $3.96M | 2.37% | +86+0.3% | Added |
| Home Federal Bank of Tennessee | 28,871 | $3.95M | 1.43% | 00.0% | Unchanged |
| Woodley Farra Manion Portfolio Management Inc | 28,814 | $3.95M | 0.30% | −439−1.5% | Reduced |
| Weather Gauge Advisory, LLC | 28,800 | $3.94M | 4.59% | −793−2.7% | Reduced |
| Strategic Family Wealth Counselors, L.L.C. | 28,789 | $3.94M | 1.29% | +114+0.4% | Added |
| St. Clair Advisors, LLC | 28,740 | $3.94M | 2.95% | −824−2.8% | Reduced |
| Grant Street Asset Management, Inc. | 28,728 | $3.94M | 4.91% | −1,994−6.5% | Reduced |
| Gilman Hill Asset Management, LLC | 28,708 | $3.93M | 1.01% | +272+1.0% | Added |
| Valueworks LLC | 28,697 | $3.93M | 1.70% | −440−1.5% | Reduced |
| BEAM Asset Management, LLC | 28,696 | $3.93M | 3.39% | +1,094+4.0% | Added |
| Mountain Capital Investment Advisors, Inc | 27,420 | $3.93M | 1.81% | −2,773−9.2% | Reduced |
| Dividend Assets Capital, LLC | 28,666 | $3.93M | 0.77% | −2,562−8.2% | Reduced |
| Fortem Financial Group, LLC | 28,650 | $3.92M | 1.99% | −1,002−3.4% | Reduced |
| ShoreHaven Wealth Partners, LLC | 28,555 | $3.91M | 2.10% | +87+0.3% | Added |
| Bell Bank | 28,542 | $3.91M | 0.52% | −23−0.1% | Reduced |
| Martin Capital Partners, LLC | 28,371 | $3.89M | 1.97% | +86+0.3% | Added |
| Butensky & Cohen Financial Security, Inc | 28,373 | $3.89M | 1.54% | +324+1.2% | Added |
| Bassett Hargrove Investment Counsel, LLC | 28,333 | $3.88M | 5.78% | +28,333 | New |
| Engrave Wealth Partners LLC | 28,232 | $3.87M | 1.17% | +2,091+8.0% | Added |
| Addison Capital Co | 28,225 | $3.87M | 1.89% | −28−0.1% | Reduced |
| Thomas White International Ltd | 28,220 | $3.87M | 0.53% | 00.0% | Unchanged |
| Beaton Management Co. Inc. | 28,098 | $3.85M | 2.45% | 00.0% | Unchanged |
| HWG Holdings LP | 28,071 | $3.85M | 1.97% | −14,471−34.0% | Reduced |
| Center for Financial Planning, Inc. | 28,060 | $3.84M | 0.95% | +1,073+4.0% | Added |
| BigSur Wealth Management LLC | 27,976 | $3.83M | 1.73% | +5,250+23.1% | Added |
| Regency Capital Management Inc. | 27,974 | $3.83M | 2.90% | +2,926+11.7% | Added |
| Alliance Wealth Management Group | 27,935 | $3.83M | 1.27% | +86+0.3% | Added |
| Stewart Asset Management, LLC | 27,900 | $3.82M | 1.97% | −6,803−19.6% | Reduced |
| KFA Private Wealth Group, LLC | 27,775 | $3.80M | 2.08% | −453−1.6% | Reduced |
| Pinkerton Retirement Specialists, LLC | 27,734 | $3.80M | 0.73% | −95−0.3% | Reduced |
| G&S Capital LLC | 27,716 | $3.80M | 1.99% | +1,401+5.3% | Added |
| Mountain Pacific Investment Advisers Inc | 27,700 | $3.79M | 0.24% | +70.0% | Added |
| Regis Management CO LLC | 27,660 | $3.79M | 0.64% | −864−3.0% | Reduced |
| High Pines Wealth Management, LLC | 27,621 | $3.78M | 2.85% | −14,358−34.2% | Reduced |
| Madison Wealth Partners, Inc | 27,523 | $3.77M | 2.16% | +5,573+25.4% | Added |
| MU Investments Co., Ltd. | 27,470 | $3.76M | 4.03% | 00.0% | Unchanged |
| Barton Investment Management | 27,340 | $3.74M | 0.31% | −200−0.7% | Reduced |
| Total Investment Management Inc | 27,316 | $3.74M | 0.65% | +19,689+258.1% | Added |
| Gould Asset Management LLC | 27,299 | $3.74M | 1.06% | −424−1.5% | Reduced |
| Syntal Capital Partners, LLC | 27,260 | $3.73M | 1.32% | +10.0% | Added |
| Financial Advisors Network, Inc. | 27,257 | $3.73M | 1.10% | +1,768+6.9% | Added |
| Windsor Capital Management, LLC | 27,221 | $3.73M | 1.23% | −1,681−5.8% | Reduced |
| AGF Investments LLC | 27,223 | $3.73M | 0.39% | −483−1.7% | Reduced |
| Verus Financial Partners, Inc. | 25,500 | $3.73M | 0.57% | −49−0.2% | Reduced |
| MBA Advisors LLC | 27,160 | $3.72M | 2.78% | −303−1.1% | Reduced |
| Gateway Advisory, LLC | 27,143 | $3.72M | 0.79% | −31,881−54.0% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 27,129 | $3.72M | 1.35% | −1,980−6.8% | Reduced |
| Midwest Wealth Management Inc. | 27,133 | $3.72M | 2.65% | +122+0.5% | Added |
| Bramshill Investments, LLC | 27,128 | $3.71M | 0.28% | +7,956+41.5% | Added |
| Loveless Wealth Management LLC | 27,109 | $3.71M | 2.26% | +694+2.6% | Added |
| Terra Nova Asset Management LLC | 27,035 | $3.70M | 3.18% | −1,654−5.8% | Reduced |
| Reik & Co., LLC | 27,028 | $3.70M | 0.94% | +300+1.1% | Added |
| Truvestments Capital LLC | 26,923 | $3.69M | 2.02% | −22,848−45.9% | Reduced |
| Cookson Peirce & Co Inc | 26,876 | $3.68M | 0.23% | −112,339−80.7% | Reduced |
| Interchange Capital Partners, LLC | 26,864 | $3.68M | 5.69% | −4,382−14.0% | Reduced |
| Benjamin Edwards Inc | 26,755 | $3.66M | 2.52% | +2,176+8.9% | Added |
| Tandem Capital Management Corp | 26,708 | $3.66M | 2.30% | −132−0.5% | Reduced |
| Donoghue Forlines LLC | 26,698 | $3.66M | 0.68% | +684+2.6% | Added |
| Jacobsen Capital Management | 26,682 | $3.65M | 1.86% | +1,073+4.2% | Added |
| C-J Advisory, Inc. | 26,681 | $3.65M | 1.96% | +16,167+153.8% | Added |
| Menard Financial Group LLC | 26,674 | $3.65M | 3.46% | +2,151+8.8% | Added |
| Altus Wealth Group LLC | 26,664 | $3.65M | 3.57% | −40−0.1% | Reduced |
| Meridian Wealth Partners, LLC | 26,663 | $3.65M | 0.85% | −62−0.2% | Reduced |
| Fiducient Advisors LLC | 26,646 | $3.65M | 1.13% | −158−0.6% | Reduced |
| Blankinship & Foster, LLC | 26,635 | $3.65M | 1.45% | +10.0% | Added |
| Ategra Capital Management, LLC | 26,634 | $3.65M | 1.86% | −477−1.8% | Reduced |
| BT Wealth Management LLC | 26,613 | $3.65M | 1.10% | −4,146−13.5% | Reduced |
| Rational Advisors LLC | 26,607 | $3.64M | 0.43% | −16,289−38.0% | Reduced |
| Ninety One SA (PTY) Ltd | 26,575 | $3.64M | 1.33% | −2,520−8.7% | Reduced |
| Quantitative Value Technologies, LLC | 26,512 | $3.63M | 5.98% | +6,520+32.6% | Added |
| WealthTrust Asset Management, LLC | 26,513 | $3.63M | 3.15% | +26,513 | New |
| Private Harbour Investment Management & Counsel, LLC | 26,498 | $3.63M | 3.19% | −913−3.3% | Reduced |
| Tributary Capital Management, LLC | 26,314 | $3.60M | 0.27% | −841−3.1% | Reduced |
| Exane Derivatives | 24,593 | $3.58M | 0.84% | +24,593 | New |
| Capital Wealth Alliance, LLC | 25,137 | $3.58M | 2.29% | +1,001+4.1% | Added |
| Summit Wealth & Retirement Planning, Inc. | 26,064 | $3.57M | 1.32% | −3,611−12.2% | Reduced |
| Wellspring Financial Advisors, LLC | 26,051 | $3.57M | 1.12% | +19,546+300.5% | Added |
| Opal Wealth Advisors, LLC | 26,021 | $3.56M | 3.32% | +5,177+24.8% | Added |
| WESCAP Management Group, Inc. | 26,010 | $3.56M | 1.03% | −320−1.2% | Reduced |
| Balentine LLC | 25,984 | $3.56M | 0.14% | −7,744−23.0% | Reduced |
| Total Clarity Wealth Management, Inc. | 25,920 | $3.55M | 1.98% | +237+0.9% | Added |
| Kempen Capital Management N.V. | 28,468 | $3.54M | 0.13% | +28,169+9,421.1% | Added |
| Roanoke Asset Management Corp | 25,853 | $3.54M | 1.23% | +5,790+28.9% | Added |
| Everhart Financial Group, Inc. | 25,763 | $3.53M | 2.43% | +11,913+86.0% | Added |
| Affinity Wealth Management LLC | 23,998 | $3.49M | 0.69% | +37+0.2% | Added |
| Strategic Capital Advisers, Inc. | 25,460 | $3.49M | 2.88% | +423+1.7% | Added |
| Aveo Capital Partners, LLC | 25,453 | $3.49M | 0.77% | +554+2.2% | Added |
| Summit Financial Group Inc | 25,426 | $3.48M | 1.30% | +100+0.4% | Added |
| Eads & Heald Wealth Management | 25,416 | $3.48M | 1.70% | −1,132−4.3% | Reduced |
| Cardinal Strategic Wealth Guidance | 25,425 | $3.48M | 1.83% | −596−2.3% | Reduced |
| Aspen Investment Management Inc | 25,409 | $3.48M | 1.82% | +165+0.7% | Added |
| Novak Financial Planning, LLC | 25,346 | $3.47M | 1.70% | −89−0.3% | Reduced |
| Trellis Advisors, LLC | 25,294 | $3.46M | 1.80% | −541−2.1% | Reduced |
| BCS Wealth Management | 25,268 | $3.46M | 1.84% | +2,243+9.7% | Added |
| Weik Capital Management | 25,255 | $3.46M | 1.35% | +2,655+11.7% | Added |
| Optimal Asset Management, Inc. | 25,220 | $3.45M | 0.41% | 00.0% | Unchanged |
| Moore Capital Management, LP | 25,000 | $3.42M | 0.06% | −39,798−61.4% | Reduced |
| MYDA Advisors LLC | 25,000 | $3.42M | 0.95% | +25,000 | New |