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 |
|---|---|---|---|---|---|
| Loomis Sayles & Co L P | 384,716 | $52.7M | 0.06% | −41,114−9.7% | Reduced |
| World Asset Management Inc | 384,625 | $52.7M | 4.81% | −23,342−5.7% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 384,614 | $52.7M | 8.42% | +428+0.1% | Added |
| Evergreen Capital Management LLC | 384,158 | $52.6M | 2.52% | +12,516+3.4% | Added |
| Marco Investment Management LLC | 383,965 | $52.6M | 6.11% | +4,065+1.1% | Added |
| Farr Miller & Washington LLC | 381,101 | $52.2M | 3.41% | +31,007+8.9% | Added |
| Beaumont Financial Partners, LLC | 380,852 | $52.2M | 3.98% | +50,261+15.2% | Added |
| Brighton Jones LLC | 380,126 | $52.1M | 2.68% | +25,859+7.3% | Added |
| Wedgewood Partners Inc | 379,562 | $52.0M | 7.53% | −16,130−4.1% | Reduced |
| Baldwin Brothers Inc | 379,276 | $51.9M | 5.68% | −1,440−0.4% | Reduced |
| Locust Wood Capital Advisers, LLC | 379,241 | $51.9M | 3.29% | +35,492+10.3% | Added |
| Freestone Capital Holdings, LLC | 378,826 | $51.9M | 2.60% | +19,212+5.3% | Added |
| Shikiar Asset Management Inc | 378,766 | $51.9M | 14.65% | +9,824+2.7% | Added |
| BP PLC | 376,971 | $51.6M | 2.21% | −164,754−30.4% | Reduced |
| MainStreet Investment Advisors LLC | 376,797 | $51.6M | 4.40% | +3,391+0.9% | Added |
| Lannebo Fonder AB | 375,000 | $51.4M | 6.31% | −15,000−3.8% | Reduced |
| Smith, Salley & Associates | 374,537 | $51.3M | 4.15% | +10,952+3.0% | Added |
| Exencial Wealth Advisors, LLC | 374,145 | $51.2M | 2.77% | −90,604−19.5% | Reduced |
| Kanawha Capital Management LLC | 373,492 | $51.2M | 4.70% | +2,531+0.7% | Added |
| Principle Wealth Partners LLC | 372,170 | $51.0M | 5.79% | −1,419−0.4% | Reduced |
| Inscription Capital, LLC | 372,170 | $51.0M | 5.79% | +276,061+287.2% | Added |
| Gradient Investments LLC | 370,998 | $50.8M | 1.49% | +24,271+7.0% | Added |
| Edgewood Management LLC | 370,617 | $50.8M | 0.09% | −32,378−8.0% | Reduced |
| Shellback Capital, LP | 370,000 | $50.7M | 2.74% | +370,000 | New |
| Montag & Caldwell, LLC | 369,958 | $50.7M | 4.57% | −22,126−5.6% | Reduced |
| Connectus Wealth, LLC | 369,197 | $50.6M | 5.68% | −2,355−0.6% | Reduced |
| Kinneret Advisory, LLC | 368,852 | $50.5M | 5.97% | 00.0% | Unchanged |
| Hartline Investment Corp | 367,329 | $50.3M | 6.36% | +20,498+5.9% | Added |
| Moneta Group Investment Advisors LLC | 367,231 | $50.3M | 2.32% | +5,184+1.4% | Added |
| Private Capital Advisors, Inc. | 367,189 | $50.3M | 8.51% | −12,312−3.2% | Reduced |
| Courier Capital LLC | 367,111 | $50.3M | 4.78% | −18,559−4.8% | Reduced |
| Fort Pitt Capital Group, LLC | 366,309 | $50.2M | 2.04% | +77,851+27.0% | Added |
| Telemus Capital, LLC | 365,904 | $50.1M | 3.61% | −8,713−2.3% | Reduced |
| Twin Capital Management Inc | 365,375 | $50.0M | 4.61% | +10,855+3.1% | Added |
| Am Investment Strategies LLC | 364,877 | $50.0M | 12.85% | +2,672+0.7% | Added |
| Clearstead Advisors, LLC | 364,781 | $50.0M | 3.84% | +6,003+1.7% | Added |
| Welch Group, LLC | 364,130 | $49.9M | 3.40% | +1,421+0.4% | Added |
| Beese Fulmer Investment Management, Inc. | 363,400 | $49.8M | 5.63% | −1,625−0.4% | Reduced |
| Resources Investment Advisors, LLC. | 363,027 | $49.7M | 2.05% | +9,020+2.5% | Added |
| Psagot Investment House Ltd. | 363,029 | $49.7M | 1.78% | −19,564−5.1% | Reduced |
| Wendell David Associates Inc | 362,833 | $49.7M | 5.56% | −1,882−0.5% | Reduced |
| Capital Fund Management S.A. | 362,605 | $49.7M | 1.34% | +137,701+61.2% | Added |
| Tdam USA Inc. | 339,890 | $49.6M | 3.06% | −100,198−22.8% | Reduced |
| Compton Capital Management Inc | 361,231 | $49.5M | 14.56% | −2,192−0.6% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 361,145 | $49.5M | 1.94% | +18,433+5.4% | Added |
| CSM Advisors, LLC | 360,772 | $49.4M | 3.32% | −15,764−4.2% | Reduced |
| Vancity Investment Management Ltd | 360,190 | $49.3M | 6.89% | +36,952+11.4% | Added |
| Main Street Research LLC | 358,498 | $49.1M | 3.95% | +12,991+3.8% | Added |
| Northeast Financial Consultants Inc | 358,308 | $49.1M | 3.30% | +116,412+48.1% | Added |
| ZWJ Investment Counsel Inc | 357,986 | $49.0M | 2.84% | −12,885−3.5% | Reduced |
| Oak Associates, Ltd | 357,190 | $48.9M | 2.77% | −132,815−27.1% | Reduced |
| Grassi Investment Management | 357,073 | $48.9M | 5.31% | +1520.0% | Added |
| Coldstream Capital Management Inc | 355,570 | $48.7M | 1.96% | −7,379−2.0% | Reduced |
| Cito Capital Group, LLC | 355,216 | $48.6M | 21.91% | +250+0.1% | Added |
| McDaniel Terry & Co | 354,851 | $48.6M | 5.60% | +2,190+0.6% | Added |
| GW Henssler & Associates Ltd | 353,957 | $48.5M | 3.19% | +43,706+14.1% | Added |
| Mizuho Markets Cayman LP | 353,533 | $48.4M | 8.91% | −204,468−36.6% | Reduced |
| B&D White Capital Company, LLC | 353,003 | $48.3M | 21.50% | +316,306+861.9% | Added |
| Hantz Financial Services, Inc. | 352,846 | $48.3M | 1.77% | +10,741+3.1% | Added |
| LaFleur & Godfrey LLC | 351,831 | $48.2M | 6.90% | +52,584+17.6% | Added |
| Everence Capital Management Inc | 351,448 | $48.1M | 3.96% | 00.0% | Unchanged |
| Guardian Capital LP | 351,055 | $48.1M | 0.94% | +8,468+2.5% | Added |
| Signature Estate & Investment Advisors LLC | 350,587 | $48.0M | 2.16% | +15,403+4.6% | Added |
| TRB Advisors LP | 350,000 | $47.9M | 10.87% | −90,000−20.5% | Reduced |
| Sowell Financial Services LLC | 349,975 | $47.9M | 3.18% | −185,039−34.6% | Reduced |
| Montag A & Associates Inc | 348,910 | $47.8M | 2.54% | +8,098+2.4% | Added |
| Bath Savings Trust Co | 348,821 | $47.8M | 5.64% | −4,404−1.2% | Reduced |
| Miracle Mile Advisors, LLC | 348,808 | $47.7M | 2.53% | −21,244−5.7% | Reduced |
| General American Investors Co Inc | 348,000 | $47.7M | 3.99% | −10,000−2.8% | Reduced |
| Baker Avenue Asset Management, LP | 347,886 | $47.6M | 2.77% | +48,210+16.1% | Added |
| Northwest & Ethical Investments L.P. | 346,616 | $47.5M | 1.54% | +3,013+0.9% | Added |
| Signaturefd, LLC | 346,356 | $47.4M | 1.89% | +16,634+5.0% | Added |
| Cornerstone Wealth Management, LLC | 345,897 | $47.4M | 4.99% | −1,630−0.5% | Reduced |
| Choate Investment Advisors | 345,848 | $47.4M | 2.87% | −31,595−8.4% | Reduced |
| Thompson Siegel & Walmsley LLC | 345,815 | $47.4M | 0.65% | +17,418+5.3% | Added |
| Venture Visionary Partners LLC | 345,194 | $47.3M | 3.79% | −20,422−5.6% | Reduced |
| Dixon Mitchell Investment Counsel Inc. | 343,795 | $47.1M | 3.49% | −31,515−8.4% | Reduced |
| Greenwich Wealth Management LLC | 343,574 | $47.1M | 4.02% | −10,638−3.0% | Reduced |
| TCTC Holdings, LLC | 342,886 | $47.0M | 2.15% | −10,612−3.0% | Reduced |
| WMS Partners, LLC | 342,770 | $46.9M | 6.96% | −6,469−1.9% | Reduced |
| Vestcor Inc | 342,229 | $46.9M | 1.58% | −12,856−3.6% | Reduced |
| Avidian Wealth Solutions, LLC | 341,749 | $46.8M | 3.60% | +236+0.1% | Added |
| B. Riley Wealth Management, Inc. | 349,920 | $46.7M | 5.17% | −500.0% | Reduced |
| Avenir Corp | 339,566 | $46.5M | 3.69% | +5,001+1.5% | Added |
| Violich Capital Management, Inc. | 338,783 | $46.4M | 7.79% | −4,996−1.5% | Reduced |
| HBK Sorce Advisory LLC | 338,574 | $46.4M | 2.56% | +9,145+2.8% | Added |
| Carroll Financial Associates, Inc. | 338,527 | $46.4M | 2.62% | −6,555−1.9% | Reduced |
| Opes Wealth Management LLC | 338,212 | $46.3M | 17.14% | −3,106−0.9% | Reduced |
| Laurel Wealth Advisors, Inc. | 337,443 | $46.2M | 5.99% | +4,799+1.4% | Added |
| Jones Financial Companies LLLP | 336,171 | $46.0M | 0.07% | −12,513−3.6% | Reduced |
| Hardman Johnston Global Advisors LLC | 335,932 | $46.0M | 1.11% | −12,996−3.7% | Reduced |
| Stillwater Capital Advisors, LLC | 335,073 | $45.9M | 7.59% | −6,881−2.0% | Reduced |
| Ethic Inc. | 334,319 | $45.8M | 5.55% | +81,444+32.2% | Added |
| Charter Trust Co | 334,120 | $45.8M | 4.25% | −12,674−3.7% | Reduced |
| Mastrapasqua Asset Management Inc | 334,080 | $45.8M | 4.84% | −494−0.1% | Reduced |
| Reilly Financial Advisors, LLC | 334,021 | $45.7M | 3.70% | −11,613−3.4% | Reduced |
| Alleghany Corp | 333,856 | $45.7M | 1.36% | 00.0% | Unchanged |
| Suncoast Equity Management | 333,846 | $45.7M | 5.97% | +2,722+0.8% | Added |
| Fulton Bank, N.A. | 333,832 | $45.7M | 2.13% | −210−0.1% | Reduced |
| Fulton Breakefield Broenniman LLC | 332,888 | $45.6M | 3.90% | +3,516+1.1% | Added |