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, 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 | 6,150 | $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, 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 |
|---|---|---|---|---|---|
| Odey Asset Management Group Ltd | 22,600 | $3.20M | 0.85% | 00.0% | Unchanged |
| Capital Planning LLC | 22,619 | $3.20M | 1.31% | −282−1.2% | Reduced |
| Pinnacle Holdings, LLC | 22,718 | $3.21M | 1.41% | −1,222−5.1% | Reduced |
| Beirne Wealth Consulting Services, LLC | 22,736 | $3.21M | 1.83% | −2,000−8.1% | Reduced |
| Scharf Investments, LLC | 22,844 | $3.23M | 0.10% | −722−3.1% | Reduced |
| Hardy Reed LLC | 22,838 | $3.23M | 0.57% | −444−1.9% | Reduced |
| Alpha Family Trust | 22,850 | $3.23M | 1.05% | 00.0% | Unchanged |
| Shoker Investment Counsel, Inc. | 22,848 | $3.23M | 1.61% | +237+1.0% | Added |
| WESPAC Advisors, LLC | 22,871 | $3.24M | 2.00% | +16,943+285.8% | Added |
| Ford Financial Group, LLC | 22,888 | $3.24M | 1.25% | +90.0% | Added |
| Liberty One Investment Management, LLC | 22,907 | $3.24M | 0.55% | −701−3.0% | Reduced |
| PAX Financial Group, LLC | 22,909 | $3.24M | 0.79% | −541−2.3% | Reduced |
| QVR LLC | 22,977 | $3.25M | 6.65% | +22,977 | New |
| Community Capital Management, Inc. | 23,000 | $3.25M | 3.37% | 00.0% | Unchanged |
| John W. Brooker & Co., CPAs | 23,034 | $3.26M | 1.84% | −108−0.5% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 23,050 | $3.26M | 2.37% | −1,095−4.5% | Reduced |
| Cahaba Wealth Management, Inc. | 23,184 | $3.28M | 0.48% | +10,044+76.4% | Added |
| Alliance Wealth Advisors, LLC | 23,203 | $3.28M | 2.91% | −100−0.4% | Reduced |
| Paradigm, Strategies in Wealth Management, LLC | 23,244 | $3.29M | 3.11% | −466−2.0% | Reduced |
| Annapolis Financial Services, LLC | 23,277 | $3.29M | 1.09% | +202+0.9% | Added |
| Private Wealth Advisors | 21,034 | $3.30M | 1.01% | −107−0.5% | Reduced |
| Human Investing LLC | 23,331 | $3.30M | 0.78% | −168−0.7% | Reduced |
| Epiq Partners, LLC | 23,336 | $3.30M | 1.52% | −232−1.0% | Reduced |
| Bell Investment Advisors, Inc | 23,334 | $3.30M | 0.98% | +23,334 | New |
| Managed Account Services Inc | 23,349 | $3.30M | 0.87% | −705−2.9% | Reduced |
| F3Logic, LLC | 23,428 | $3.31M | 0.43% | +716+3.2% | Added |
| Financial Advisors, LLC | 23,540 | $3.33M | 1.13% | +80.0% | Added |
| Cookson Peirce & Co Inc | 23,591 | $3.34M | 0.20% | −3,285−12.2% | Reduced |
| Tennessee Valley Asset Management Partners | 23,611 | $3.34M | 1.27% | +36+0.2% | Added |
| S.A. Mason LLC | 23,620 | $3.34M | 2.20% | +746+3.3% | Added |
| Oxinas Partners Wealth Management LLC | 23,624 | $3.34M | 1.94% | −1,279−5.1% | Reduced |
| Vickerman Investment Advisors, Inc. | 23,673 | $3.35M | 1.34% | +23,673 | New |
| Campbell Wealth Management | 23,733 | $3.36M | 0.45% | −1,031−4.2% | Reduced |
| ICW Investment Advisors LLC | 23,795 | $3.37M | 2.17% | −69−0.3% | Reduced |
| Wade Financial Advisory, Inc | 23,819 | $3.37M | 1.90% | −5,821−19.6% | Reduced |
| BigSur Wealth Management LLC | 23,861 | $3.38M | 1.52% | −4,115−14.7% | Reduced |
| Monticello Wealth Management, LLC | 23,857 | $3.38M | 0.33% | +136+0.6% | Added |
| Altman Advisors, Inc. | 22,574 | $3.38M | 1.87% | −338−1.5% | Reduced |
| Simplex Trading, LLC | 24,700 | $3.39M | 0.12% | 00.0% | Unchanged |
| Cidel Asset Management Inc | 23,968 | $3.39M | 0.14% | 00.0% | Unchanged |
| Pettinga Financial Advisors, LLC | 23,967 | $3.39M | 0.86% | +170+0.7% | Added |
| Eldridge Investment Advisors, Inc. | 23,969 | $3.39M | 1.21% | −25−0.1% | Reduced |
| Colton Groome Financial Advisors, LLC | 23,993 | $3.40M | 1.48% | −50−0.2% | Reduced |
| Richard P Slaughter Associates Inc | 24,036 | $3.40M | 1.35% | +765+3.3% | Added |
| Coyle Financial Counsel LLC | 24,053 | $3.40M | 1.99% | +12,112+101.4% | Added |
| OmniStar Financial Group, Inc. | 24,091 | $3.41M | 4.03% | +24,091 | New |
| Doliver Advisors, LP | 24,120 | $3.41M | 1.15% | +2,685+12.5% | Added |
| Eads & Heald Wealth Management | 24,136 | $3.42M | 1.65% | −1,280−5.0% | Reduced |
| Sustainable Insight Capital Management, LLC | 24,172 | $3.42M | 2.19% | +2,792+13.1% | Added |
| Zeke Capital Advisors, LLC | 24,222 | $3.43M | 0.20% | +2,444+11.2% | Added |
| Red Cedar Investment Management, LLC | 24,228 | $3.43M | 0.45% | 00.0% | Unchanged |
| Boit C F David | 24,130 | $3.44M | 2.36% | 00.0% | Unchanged |
| Peavine Capital, LLC | 24,360 | $3.45M | 0.70% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 24,365 | $3.45M | 0.59% | +50.0% | Added |
| BIT Capital GmbH | 24,406 | $3.45M | 0.20% | +4,123+20.3% | Added |
| Fortis Capital Management LLC | 24,414 | $3.46M | 2.01% | −4,809−16.5% | Reduced |
| Sterling Investment Management, Inc. | 24,451 | $3.46M | 2.21% | +708+3.0% | Added |
| Palumbo Wealth Management LLC | 24,484 | $3.46M | 2.28% | −232−0.9% | Reduced |
| Ativo Capital Management LLC | 24,518 | $3.47M | 1.63% | −7,430−23.3% | Reduced |
| SAM Advisors, LLC | 24,701 | $3.48M | 1.68% | +24,701 | New |
| McElhenny Sheffield Capital Management, LLC | 24,682 | $3.49M | 1.58% | +24,682 | New |
| Prudent Man Advisors, LLC | 24,695 | $3.49M | 1.32% | −237−1.0% | Reduced |
| New World Advisors LLC | 23,520 | $3.50M | 1.61% | −1,196−4.8% | Reduced |
| Stewart Asset Management, LLC | 24,728 | $3.50M | 1.83% | −3,172−11.4% | Reduced |
| Strategic Capital Advisers, Inc. | 24,729 | $3.50M | 2.72% | −731−2.9% | Reduced |
| Donoghue Forlines LLC | 24,879 | $3.52M | 0.68% | −1,819−6.8% | Reduced |
| Lantz Financial LLC | 24,898 | $3.52M | 1.81% | +58+0.2% | Added |
| Aspen Investment Management Inc | 24,915 | $3.52M | 1.87% | −494−1.9% | Reduced |
| ERn Financial, LLC | 24,927 | $3.53M | 0.90% | +3,786+17.9% | Added |
| Accel Wealth Management | 24,959 | $3.53M | 2.28% | +26+0.1% | Added |
| Longitude (Cayman) Ltd. | 25,000 | $3.54M | 2.75% | −26,000−51.0% | Reduced |
| Quattro Financial Advisors LLC | 23,806 | $3.55M | 0.95% | +772+3.4% | Added |
| Trellis Advisors, LLC | 25,119 | $3.55M | 1.83% | −175−0.7% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 25,125 | $3.56M | 0.78% | +2,002+8.7% | Added |
| BCS Wealth Management | 25,132 | $3.56M | 1.51% | −136−0.5% | Reduced |
| Weik Capital Management | 25,255 | $3.57M | 1.48% | 00.0% | Unchanged |
| Optimal Asset Management, Inc. | 25,268 | $3.58M | 0.45% | +48+0.2% | Added |
| AGF Investments LLC | 25,308 | $3.58M | 0.35% | −1,915−7.0% | Reduced |
| Affinity Wealth Management LLC | 25,861 | $3.60M | 0.73% | +1,863+7.8% | Added |
| Interchange Capital Partners, LLC | 25,438 | $3.60M | 6.02% | −1,426−5.3% | Reduced |
| Cardinal Strategic Wealth Guidance | 25,438 | $3.60M | 1.89% | +13+0.1% | Added |
| Verition Fund Management LLC | 25,631 | $3.63M | 0.06% | −1,625,369−98.4% | Reduced |
| Exane Derivatives | 25,683 | $3.63M | 0.91% | +1,090+4.4% | Added |
| Roanoke Asset Management Corp | 25,718 | $3.64M | 1.29% | −135−0.5% | Reduced |
| Trust Co of Kansas | 25,749 | $3.64M | 2.08% | −5,551−17.7% | Reduced |
| AlphaCore Capital LLC | 25,773 | $3.65M | 1.85% | +2,013+8.5% | Added |
| TNF LLC | 22,066 | $3.65M | 1.57% | +22,066 | New |
| VisionPoint Advisory Group, LLC | 24,136 | $3.65M | 1.63% | −279−1.1% | Reduced |
| Tributary Capital Management, LLC | 25,832 | $3.65M | 0.28% | −482−1.8% | Reduced |
| WealthTrust Asset Management, LLC | 25,912 | $3.67M | 3.26% | −601−2.3% | Reduced |
| Intellectus Partners, LLC | 25,989 | $3.68M | 0.89% | −4,253−14.1% | Reduced |
| Private Harbour Investment Management & Counsel, LLC | 26,004 | $3.68M | 3.24% | −494−1.9% | Reduced |
| WESCAP Management Group, Inc. | 26,010 | $3.68M | 1.07% | 00.0% | Unchanged |
| PRW Wealth Management LLC | 26,039 | $3.68M | 1.84% | −82,831−76.1% | Reduced |
| Summit Wealth & Retirement Planning, Inc. | 26,037 | $3.68M | 1.35% | −27−0.1% | Reduced |
| Ategra Capital Management, LLC | 26,051 | $3.69M | 1.86% | −583−2.2% | Reduced |
| Capital Wealth Alliance, LLC | 25,565 | $3.70M | 2.25% | +428+1.7% | Added |
| GeoWealth Management, LLC | 26,154 | $3.70M | 0.31% | +10,365+65.6% | Added |
| Mountain Capital Investment Advisors, Inc | 25,992 | $3.71M | 1.97% | −1,428−5.2% | Reduced |
| Total Investment Management Inc | 26,307 | $3.72M | 0.93% | −1,009−3.7% | Reduced |