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; 6,149 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, Q3 2021
Institutional positions in Apple Inc. as of Sep 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
- 3,859
- +32 vs. Q2 2021
- Shares held
- 9.46B
- −44.4M (−0.5%) vs. Q2 2021
- Total value
- $1.34T
- +$37.2B (+2.9%) vs. Q2 2021
- New holders
- 117
- 1,578 more added
- Sold out
- 85
- 1,868 more reduced
52 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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 | 6,149 | $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, Q3 2021
Shares, value and share of portfolio for each institution holding Apple Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Berkshire Capital Holdings Inc | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cardinal Capital Management, Inc. | 17 | $2.00K | 0.00% | +17 | New |
| Arcadia Investment Advisors LLC | 15 | $2.12K | 0.00% | −41−73.2% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 22 | $3.00K | 0.00% | 00.0% | Unchanged |
| Gladius Capital Management LP | 58 | $9.00K | 0.00% | −1,876−97.0% | Reduced |
| First Command Advisory Services, Inc. | 93 | $9.00K | 0.00% | +37+66.1% | Added |
| Advocacy Wealth Management Services, LLC | 86 | $12.0K | 0.00% | −121−58.5% | Reduced |
| Emerson Wealth Management, LLC | 88 | $12.0K | 0.01% | 00.0% | Unchanged |
| Consultiva Wealth Management, Corp. | 93 | $13.0K | 0.30% | +93 | New |
| FNY Investment Advisers, LLC | 100 | $14.0K | 0.01% | −8,900−98.9% | Reduced |
| Longfellow Investment Management Co LLC | 97 | $14.0K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 159 | $22.0K | 0.02% | +78+96.3% | Added |
| Globeflex Capital L P | 172 | $24.0K | 0.01% | 00.0% | Unchanged |
| Clear Perspectives Financial Planning, LLC | 204 | $29.0K | 0.01% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 204 | $29.0K | 0.01% | +204 | New |
| Wells Financial Advisors INC | 250 | $35.0K | 0.03% | 00.0% | Unchanged |
| Disciplina Capital Management LLC | 267 | $37.8K | 0.01% | +11+4.3% | Added |
| Lountzis Asset Management, LLC | 284 | $40.2K | 0.03% | 00.0% | Unchanged |
| Cutler Group LP | 349 | $49.0K | 0.00% | −349−50.0% | Reduced |
| GW&K Investment Management, LLC | 402 | $57.0K | 0.00% | −1,071−72.7% | Reduced |
| Milestone Resources Group Ltd | 416 | $59.0K | 0.00% | +200+92.6% | Added |
| Navigation Wealth Management, Inc. | 478 | $68.0K | 0.44% | +84+21.3% | Added |
| Estate Counselors, LLC | 501 | $70.0K | 0.01% | 00.0% | Unchanged |
| Sage Financial Group Inc | 492 | $70.0K | 0.01% | 00.0% | Unchanged |
| Newfound Research LLC | 543 | $77.0K | 0.12% | +543 | New |
| Cordant, Inc. | 559 | $79.0K | 0.05% | −246−30.6% | Reduced |
| Robinson Value Management, Ltd. | 586 | $83.0K | 0.07% | +586 | New |
| NuWave Investment Management, LLC | 594 | $84.0K | 0.10% | +180+43.5% | Added |
| Jackson Wealth Management, LLC | 175,462 | $88.0K | 1.07% | −67,700−27.8% | Reduced |
| Geo Capital Gestora de Recursos Ltd | 701 | $99.0K | 0.05% | −78−10.0% | Reduced |
| Ironwood Wealth Management, LLC. | 734 | $104.0K | 0.05% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 747 | $106.0K | 0.05% | −39−5.0% | Reduced |
| BTG Pactual Global Asset Management Ltd | 892 | $126.0K | 0.12% | −46,725−98.1% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 967 | $137.0K | 0.00% | −120−11.0% | Reduced |
| Wealthstreet Investment Advisors, LLC | 980 | $139.0K | 3.84% | −4,880−83.3% | Reduced |
| Strategic Point Investment Advisors, LLC | 1,044 | $148.0K | 0.04% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 1,070 | $151.0K | 0.06% | −5−0.5% | Reduced |
| EMC Capital Management | 1,228 | $184.0K | 0.10% | +1+0.1% | Added |
| Magellan Asset Management Ltd | 1,303 | $184.0K | 0.00% | +227+21.1% | Added |
| Jefferies Group LLC | 1,308 | $185.0K | 0.00% | −55,151−97.7% | Reduced |
| Halpern Financial, Inc. | 1,383 | $195.7K | 0.09% | +664+92.4% | Added |
| Financial Management Concepts Corp | 1,411 | $200.0K | 0.16% | 00.0% | Unchanged |
| Snider Financial Group | 1,350 | $202.0K | 0.09% | −1,090−44.7% | Reduced |
| Capital CS Group, LLC | 1,414 | $202.0K | 0.19% | −500−26.1% | Reduced |
| Brookmont Capital Management | 1,449 | $205.0K | 0.12% | −20−1.4% | Reduced |
| Capco Asset Management, LLC | 1,448 | $205.0K | 0.06% | 00.0% | Unchanged |
| MANA Advisors LLC | 1,453 | $206.0K | 6.73% | +1,453 | New |
| Kdi Capital Partners LLC | 1,464 | $207.0K | 0.07% | −2,192−60.0% | Reduced |
| Williams Financial, LLC | 1,458 | $207.0K | 0.18% | −1,812−55.4% | Reduced |
| Truehand, Inc | 1,460 | $207.0K | 0.12% | 00.0% | Unchanged |
| Corepath Wealth Partners LLC | 1,517 | $214.0K | 0.16% | 00.0% | Unchanged |
| Infrastructure Capital Advisors, LLC | 3,690 | $214.0K | 0.03% | +3,690 | New |
| Financial Life Advisors | 1,520 | $215.0K | 0.09% | −523−25.6% | Reduced |
| Mawer Investment Management Ltd. | 1,520 | $215.0K | 0.00% | 00.0% | Unchanged |
| O'Keefe Stevens Advisory, Inc. | 1,520 | $215.0K | 0.12% | 00.0% | Unchanged |
| Navis Wealth Advisors, LLC | 1,517 | $215.0K | 0.18% | 00.0% | Unchanged |
| McCarthy Grittinger Financial Group, LLC | 1,540 | $217.9K | 0.08% | +39+2.6% | Added |
| Hussman Strategic Advisors, Inc. | 1,550 | $219.0K | 0.05% | −1,550−50.0% | Reduced |
| Maven Securities LTD | 1,571 | $222.0K | 0.03% | −49,299−96.9% | Reduced |
| Pacific Wealth Management | 1,580 | $224.0K | 0.19% | 00.0% | Unchanged |
| Citadel Investment Advisory, Inc. | 1,600 | $226.0K | 0.14% | 00.0% | Unchanged |
| Unison Advisors LLC | 1,612 | $228.0K | 0.06% | +2+0.1% | Added |
| Legacy Capital Wealth Partners, LLC | 1,625 | $230.0K | 0.09% | −3−0.2% | Reduced |
| Yorktown Management & Research Co Inc | 1,650 | $233.0K | 0.18% | 00.0% | Unchanged |
| Cornerstone Management, Inc. | 1,660 | $234.9K | 0.06% | 00.0% | Unchanged |
| Sightline Wealth Advisors, LLC | 1,660 | $235.0K | 0.20% | +1,660 | New |
| Gabelli & Co Investment Advisers, Inc. | 1,670 | $236.0K | 0.03% | 00.0% | Unchanged |
| Hoese & Co LLP | 1,684 | $238.0K | 0.26% | +1,377+448.5% | Added |
| Stuart Chaussee & Associates, Inc. | 1,694 | $240.0K | 0.37% | 00.0% | Unchanged |
| Hapanowicz & Associates Financial Services, Inc | 1,694 | $240.0K | 0.10% | 00.0% | Unchanged |
| Value Partners Investments Inc. | 1,703 | $240.0K | 0.02% | +182+12.0% | Added |
| Deane Retirement Strategies, Inc. | 1,704 | $241.0K | 0.13% | 00.0% | Unchanged |
| Comprehensive Wealth Management, LLC | 1,717 | $242.9K | 0.23% | +1,717 | New |
| Prairiewood Capital, LLC | 1,740 | $246.0K | 0.20% | 00.0% | Unchanged |
| Probabilities Fund Management, LLC | 1,760 | $249.0K | 0.90% | 00.0% | Unchanged |
| Schwab Charitable Fund | 1,765 | $250.0K | 0.04% | −3,250−64.8% | Reduced |
| Randolph Co Inc | 1,775 | $251.0K | 0.03% | +55+3.2% | Added |
| ESL Trust Services, LLC | 1,840 | $260.0K | 0.08% | −8−0.4% | Reduced |
| Ironwood Investment Management LLC | 1,836 | $260.0K | 0.13% | 00.0% | Unchanged |
| AF Advisors, Inc. | 1,866 | $264.0K | 0.17% | 00.0% | Unchanged |
| Wilkins Investment Counsel Inc | 1,882 | $266.0K | 0.06% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 1,882 | $266.0K | 0.17% | 00.0% | Unchanged |
| Cannon Financial Strategists, Inc. | 1,880 | $266.0K | 0.10% | +400+27.0% | Added |
| Capital Bank & Trust Co | 1,957 | $277.0K | 9.36% | −1,576,427−99.9% | Reduced |
| Jasper Ridge Partners, L.P. | 1,977 | $280.0K | 0.01% | 00.0% | Unchanged |
| Astoria Strategic Wealth, Inc. | 1,996 | $282.0K | 0.13% | 00.0% | Unchanged |
| Viridian Ria, LLC | 30,164 | $283.0K | 2.38% | −1,705−5.4% | Reduced |
| Letko, Brosseau & Associates Inc | 2,000 | $283.0K | 0.00% | 00.0% | Unchanged |
| Garrison Point Capital, LLC | 2,000 | $283.0K | 0.09% | 00.0% | Unchanged |
| Copperleaf Capital, LLC | 2,003 | $283.0K | 0.27% | +2,003 | New |
| Tranquilli Financial Advisor LLC | 2,008 | $284.0K | 0.21% | +80+4.1% | Added |
| Empowered Funds, LLC | 2,050 | $290.0K | 0.04% | +228+12.5% | Added |
| Knott David M | 2,100 | $297.0K | 0.12% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 2,111 | $298.0K | 0.23% | +384+22.2% | Added |
| Peloton Wealth Strategists | 2,135 | $302.0K | 0.12% | 00.0% | Unchanged |
| Chartist Inc | 2,139 | $302.7K | 0.15% | +10.0% | Added |
| Hillcrest Wealth Advisors - NY, LLC | 2,171 | $307.0K | 0.18% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 849 | $310.0K | 0.36% | −2,560−75.1% | Reduced |
| Beddow Capital Management Inc | 2,200 | $311.0K | 0.19% | −100−4.3% | Reduced |
| Kinloch Capital, LLC | 2,234 | $316.0K | 0.22% | −80−3.5% | Reduced |