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 7 sales; 6,150 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 | 6,150 | $2.80T |
| Q1 2026 | 6,134 | $2.40T |
| Q4 2025 | 6,130 | $2.61T |
| Q3 2025 | 5,616 | $2.35T |
| Q2 2025 | 5,599 | $1.93T |
| Q1 2025 | 5,607 | $2.08T |
| Q4 2024 | 5,671 | $2.36T |
| Q3 2024 | 5,105 | $2.17T |
| Q2 2024 | 5,132 | $1.98T |
| Q1 2024 | 5,023 | $1.61T |
| Q4 2023 | 4,976 | $1.81T |
| Q3 2023 | 4,618 | $1.60T |
| Q2 2023 | 4,594 | $1.82T |
| Q1 2023 | 4,524 | $1.55T |
| Q4 2022 | 4,555 | $1.21T |
| Q3 2022 | 4,346 | $1.29T |
| Q2 2022 | 4,339 | $1.28T |
| Q1 2022 | 4,390 | $1.66T |
| Q4 2021 | 4,402 | $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 |
|---|---|---|---|---|---|
| Perigon Wealth Management, LLC | 651,592 | $89.2M | 7.95% | −2,270−0.3% | Reduced |
| Geneos Wealth Management Inc. | 631,362 | $88.4M | 3.45% | −107,009−14.5% | Reduced |
| Barrett Asset Management, LLC | 645,092 | $88.4M | 4.07% | −5,674−0.9% | Reduced |
| Greenleaf Trust | 644,895 | $88.3M | 1.10% | +24,169+3.9% | Added |
| WealthPLAN Partners, LLC | 603,765 | $88.1M | 6.20% | +8,543+1.4% | Added |
| InterOcean Capital Group, LLC | 638,428 | $87.4M | 4.49% | +9,293+1.5% | Added |
| Qci Asset Management Inc | 636,133 | $87.1M | 5.15% | +8,702+1.4% | Added |
| HighPoint Advisor Group LLC | 633,862 | $86.8M | 8.74% | +35,789+6.0% | Added |
| Westwood Holdings Group Inc. | 632,678 | $86.7M | 0.88% | −19,811−3.0% | Reduced |
| Bowen Hanes & Co Inc | 631,156 | $86.4M | 2.63% | −34,415−5.2% | Reduced |
| Ancora Advisors, LLC | 630,546 | $86.4M | 2.27% | −10,469−1.6% | Reduced |
| Ameritas Investment Partners, Inc. | 629,568 | $86.2M | 3.09% | −5,773−0.9% | Reduced |
| Ziegler Capital Management, LLC | 526,161 | $85.6M | 2.87% | −162,564−23.6% | Reduced |
| Alpha Cubed Investments, LLC | 623,385 | $85.4M | 6.17% | +19,973+3.3% | Added |
| Credit Agricole S A | 620,935 | $85.0M | 2.82% | +2,771+0.4% | Added |
| Bard Financial Services, Inc. | 618,292 | $84.7M | 7.53% | −675−0.1% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 616,712 | $84.5M | 4.01% | +180,407+41.3% | Added |
| Cincinnati Insurance Co | 616,000 | $84.4M | 1.70% | 00.0% | Unchanged |
| Chicago Capital, LLC | 614,396 | $84.1M | 3.29% | −8,341−1.3% | Reduced |
| Calamos Wealth Management LLC | 613,690 | $84.1M | 6.55% | −15,704−2.5% | Reduced |
| Capital Investment Counsel, Inc | 607,447 | $83.2M | 18.54% | +108,124+21.7% | Added |
| Cannell Peter B & Co Inc | 607,051 | $83.1M | 2.49% | −6,371−1.0% | Reduced |
| Kiwi Wealth Investments Limited Partnership | 605,750 | $83.0M | 4.29% | −111,627−15.6% | Reduced |
| Lincoln National Corp | 604,809 | $82.8M | 1.78% | +17,301+2.9% | Added |
| Systematic Alpha Investments, LLC | 566,844 | $82.5M | 3.75% | +92,084+19.4% | Added |
| Argent Trust Co | 601,028 | $82.3M | 5.40% | +24,540+4.3% | Added |
| Capital Advisors Inc | 600,212 | $82.2M | 2.46% | −2460.0% | Reduced |
| Cacti Asset Management LLC | 614,600 | $81.8M | 6.74% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 597,203 | $81.8M | 3.67% | −7,699−1.3% | Reduced |
| HCR Wealth Advisors | 596,052 | $81.6M | 14.17% | −562−0.1% | Reduced |
| First National Bank of Omaha | 663,625 | $81.1M | 4.23% | 00.0% | Unchanged |
| Hoffman, Alan N Investment Management | 590,858 | $80.9M | 47.89% | +562+0.1% | Added |
| GuideStone Capital Management, LLC | 588,722 | $80.6M | 100.00% | 00.0% | Unchanged |
| Kornitzer Capital Management Inc | 585,134 | $80.1M | 1.20% | +2,000+0.3% | Added |
| Eagle Global Advisors LLC | 584,541 | $80.1M | 5.18% | +10,908+1.9% | Added |
| Meitav Dash Investments Ltd | 583,160 | $79.9M | 2.04% | +237,361+68.6% | Added |
| Kingsview Wealth Management, LLC | 578,542 | $79.4M | 3.92% | +43,402+8.1% | Added |
| Wharton Business Group, LLC | 577,841 | $79.1M | 6.18% | −1,843−0.3% | Reduced |
| Parallel Advisors, LLC | 576,346 | $78.9M | 3.35% | +8,355+1.5% | Added |
| Traynor Capital Management, Inc. | 561,415 | $78.6M | 10.98% | +2,317+0.4% | Added |
| Colony Group LLC | 572,116 | $78.4M | 1.56% | −22,051−3.7% | Reduced |
| Meyer Handelman Co | 570,618 | $78.2M | 3.09% | −1,600−0.3% | Reduced |
| Sawgrass Asset Management LLC | 568,644 | $77.9M | 6.73% | −37,332−6.2% | Reduced |
| CTC LLC | 568,636 | $77.9M | 6.42% | −2,557,644−81.8% | Reduced |
| Smith Chas P & Associates Pa Cpas | 567,803 | $77.8M | 6.06% | −1,430−0.3% | Reduced |
| Gamble Jones Investment Counsel | 560,318 | $76.7M | 4.98% | +2,457+0.4% | Added |
| Roffman Miller Associates Inc | 945,382 | $76.6M | 5.80% | +5,228+0.6% | Added |
| Banque Pictet & Cie SA | 558,490 | $76.5M | 0.85% | −146,486−20.8% | Reduced |
| Quest Investment Management LLC | 558,238 | $76.5M | 6.90% | −75,509−11.9% | Reduced |
| ARS Investment Partners, LLC | 548,499 | $75.1M | 7.66% | +2,194+0.4% | Added |
| Chartwell Investment Partners, LLC | 542,046 | $74.2M | 2.18% | +10,042+1.9% | Added |
| Pinnacle Financial Partners Inc | 540,208 | $74.0M | 2.99% | +1,895+0.4% | Added |
| Pinnacle Wealth Advisors | 540,208 | $74.0M | 2.99% | +540,208 | New |
| Sandy Spring Bank | 539,564 | $73.9M | 3.92% | −7,221−1.3% | Reduced |
| Roosevelt Investment Group LLC | 536,738 | $73.5M | 4.43% | −26,795−4.8% | Reduced |
| Franklin Street Advisors Inc | 535,743 | $73.4M | 6.20% | +1,376+0.3% | Added |
| Truxt Investmentos Ltda. | 534,800 | $73.2M | 4.87% | +233,700+77.6% | Added |
| Cullinan Associates Inc | 522,990 | $71.6M | 4.01% | +91,287+21.1% | Added |
| Edgemoor Investment Advisors, Inc. | 522,985 | $71.6M | 6.69% | −1,295−0.2% | Reduced |
| Highland Capital Management, LLC | 522,737 | $71.6M | 4.28% | −11,922−2.2% | Reduced |
| Sarasin & Partners LLP | 519,223 | $71.1M | 0.74% | −958−0.2% | Reduced |
| Oak Ridge Investments LLC | 518,737 | $71.0M | 6.20% | −9,720−1.8% | Reduced |
| united american securities inc. (d/b/a uas asset management) | 517,011 | $70.8M | 17.36% | +21,493+4.3% | Added |
| Sequoia Financial Advisors, LLC | 514,960 | $70.5M | 2.57% | +75,520+17.2% | Added |
| Pathstone Family Office, LLC | 513,671 | $70.4M | 2.11% | +21,617+4.4% | Added |
| Prospect Hill Management, LLC | 513,540 | $70.3M | 50.84% | −2,240−0.4% | Reduced |
| Harbour Investments, Inc. | 513,272 | $70.3M | 2.24% | +16,790+3.4% | Added |
| Dana Investment Advisors, Inc. | 512,484 | $70.2M | 3.12% | −17,429−3.3% | Reduced |
| Old National Bancorp | 511,944 | $70.1M | 2.61% | −6,659−1.3% | Reduced |
| Stock Yards Bank & Trust Co | 506,389 | $69.4M | 4.40% | −12,070−2.3% | Reduced |
| LS Investment Advisors, LLC | 505,731 | $69.3M | 8.77% | −264,477−34.3% | Reduced |
| Transcend Wealth Collective, LLC | 505,201 | $69.2M | 9.95% | +79,543+18.7% | Added |
| Oppenheimer Asset Management Inc. | 505,064 | $69.2M | 0.99% | +8,582+1.7% | Added |
| Unigestion Holding SA | 507,022 | $69.1M | 2.49% | +123,428+32.2% | Added |
| Appleton Partners Inc | 502,279 | $68.8M | 5.86% | −11,621−2.3% | Reduced |
| Mutual Advisors, LLC | 501,730 | $68.7M | 4.08% | +6,843+1.4% | Added |
| Impax Asset Management Group plc | 500,573 | $68.6M | 0.30% | 00.0% | Unchanged |
| CPWM, LLC | 499,664 | $68.4M | 5.14% | +2,150+0.4% | Added |
| Meeder Asset Management Inc | 499,592 | $68.4M | 3.19% | −27,914−5.3% | Reduced |
| Belpointe Asset Management LLC | 500,783 | $68.4M | 4.92% | +4,120+0.8% | Added |
| Campbell Newman Asset Management Inc | 496,452 | $68.0M | 6.67% | −3,053−0.6% | Reduced |
| Pictet & Cie (Europe) SA | 495,678 | $67.9M | 2.37% | +14,252+3.0% | Added |
| Palisade Asset Management, LLC | 495,288 | $67.8M | 7.98% | +246,776+99.3% | Added |
| Buckingham Strategic Wealth, LLC | 494,023 | $67.7M | 1.63% | −30,664−5.8% | Reduced |
| Cigna Investments Inc | 493,716 | $67.6M | 4.85% | −77,694−13.6% | Reduced |
| Spears Abacus Advisors LLC | 490,172 | $67.1M | 4.82% | −5,896−1.2% | Reduced |
| Great Lakes Advisors, LLC | 489,812 | $67.1M | 1.01% | +609+0.1% | Added |
| Baskin Financial Services Inc. | 488,817 | $66.9M | 6.14% | −14,049−2.8% | Reduced |
| Azimuth Capital Management LLC | 487,774 | $66.8M | 2.89% | +17,865+3.8% | Added |
| Tower Bridge Advisors | 487,145 | $66.7M | 4.45% | +14,471+3.1% | Added |
| Van Cleef Asset Management,Inc | 486,105 | $66.6M | 9.84% | −1,923−0.4% | Reduced |
| Trust Co of Vermont | 484,514 | $66.4M | 4.62% | −5,563−1.1% | Reduced |
| Brinker Capital Investments, LLC | 483,908 | $66.3M | 0.88% | +84,247+21.1% | Added |
| Siemens Fonds Invest GmbH | 483,890 | $66.3M | 7.88% | +25,281+5.5% | Added |
| Adell Harriman & Carpenter Inc | 483,120 | $66.2M | 6.96% | −13,264−2.7% | Reduced |
| Chilton Capital Management LLC | 482,756 | $66.1M | 3.84% | +20,714+4.5% | Added |
| J.W. Cole Advisors, Inc. | 481,168 | $65.9M | 5.19% | +40,780+9.3% | Added |
| Bender Robert & Associates | 481,123 | $65.9M | 18.72% | +378+0.1% | Added |
| Vestor Capital, LLC | 477,464 | $65.4M | 6.86% | +4,102+0.9% | Added |
| Howard Capital Management Group, LLC | 476,697 | $65.3M | 6.14% | +472+0.1% | Added |