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 |
|---|---|---|---|---|---|
| Windsor Capital Management, LLC | 26,309 | $3.72M | 1.19% | −912−3.4% | Reduced |
| Meridian Wealth Partners, LLC | 26,308 | $3.72M | 0.77% | −355−1.3% | Reduced |
| Pasadena Private Wealth, LLC | 26,344 | $3.73M | 1.31% | +1,728+7.0% | Added |
| O'Brien Wealth Partners LLC | 26,425 | $3.73M | 1.30% | −5,048−16.0% | Reduced |
| Wellspring Financial Advisors, LLC | 26,354 | $3.73M | 1.12% | +303+1.2% | Added |
| Landmark Financial Advisors, LLC | 30,608 | $3.74M | 2.02% | +188+0.6% | Added |
| Dohj, LLC | 25,017 | $3.75M | 1.78% | +284+1.1% | Added |
| Ninety One SA (PTY) Ltd | 26,294 | $3.75M | 1.46% | −281−1.1% | Reduced |
| Verus Financial Partners, Inc. | 25,592 | $3.75M | 0.56% | +92+0.4% | Added |
| Total Clarity Wealth Management, Inc. | 26,574 | $3.76M | 1.79% | +654+2.5% | Added |
| Truvestments Capital LLC | 26,596 | $3.76M | 2.08% | −327−1.2% | Reduced |
| Blankinship & Foster, LLC | 26,637 | $3.77M | 1.53% | +20.0% | Added |
| KLCM Advisors, Inc. | 26,653 | $3.77M | 0.81% | +3,846+16.9% | Added |
| C-J Advisory, Inc. | 26,668 | $3.77M | 2.00% | −130.0% | Reduced |
| Fiducient Advisors LLC | 26,669 | $3.77M | 1.14% | +23+0.1% | Added |
| Midwest Wealth Management Inc. | 26,686 | $3.78M | 2.60% | −447−1.6% | Reduced |
| Cassia Capital Partners, LLC | 26,686 | $3.78M | 2.60% | +23,603+765.6% | Added |
| Perpetual Investment Management Ltd | 26,692 | $3.78M | 0.48% | +1,804+7.2% | Added |
| Mountain Pacific Investment Advisers Inc | 26,707 | $3.78M | 0.23% | −993−3.6% | Reduced |
| MBA Advisors LLC | 26,802 | $3.79M | 2.80% | −358−1.3% | Reduced |
| Trust Co | 26,911 | $3.81M | 0.98% | −7,640−22.1% | Reduced |
| Gould Asset Management LLC | 26,931 | $3.81M | 1.18% | −368−1.3% | Reduced |
| Davy Global Fund Management Ltd | 26,969 | $3.82M | 0.58% | −46,907−63.5% | Reduced |
| Global Strategic Investment Solutions, LLC | 26,994 | $3.82M | 0.64% | −2,981−9.9% | Reduced |
| Northeast Financial Group, Inc. | 26,996 | $3.82M | 2.46% | −2,389−8.1% | Reduced |
| Dividend Assets Capital, LLC | 26,993 | $3.82M | 0.77% | −1,673−5.8% | Reduced |
| Reik & Co., LLC | 27,028 | $3.82M | 0.99% | 00.0% | Unchanged |
| Five Oceans Advisors | 27,058 | $3.83M | 4.42% | +27,058 | New |
| Well Done, LLC | 28,883 | $3.83M | 0.85% | +3,305+12.9% | Added |
| Jacobsen Capital Management | 27,185 | $3.85M | 1.94% | +503+1.9% | Added |
| Capital Advisory Group Advisory Services, LLC | 27,227 | $3.85M | 1.40% | +98+0.4% | Added |
| Syntal Capital Partners, LLC | 27,260 | $3.86M | 1.33% | 00.0% | Unchanged |
| Barton Investment Management | 27,340 | $3.87M | 0.32% | 00.0% | Unchanged |
| S. R. Schill & Associates | 27,358 | $3.87M | 1.66% | −1,956−6.7% | Reduced |
| Loveless Wealth Management LLC | 27,369 | $3.87M | 2.36% | +260+1.0% | Added |
| BT Wealth Management LLC | 27,389 | $3.88M | 1.20% | +776+2.9% | Added |
| Interactive Financial Advisors | 27,412 | $3.88M | 1.69% | +17,443+175.0% | Added |
| Bassett Hargrove Investment Counsel, LLC | 28,333 | $3.88M | 5.78% | 00.0% | Unchanged |
| Demars Financial Group, LLC | 27,425 | $3.88M | 2.29% | −5,484−16.7% | Reduced |
| DT Investment Partners, LLC | 27,433 | $3.88M | 0.52% | +17,621+179.6% | Added |
| Grant Street Asset Management, Inc. | 27,454 | $3.88M | 2.28% | −1,274−4.4% | Reduced |
| Hudson Capital Management LLC | 27,476 | $3.89M | 1.56% | −1,486−5.1% | Reduced |
| Butensky & Cohen Financial Security, Inc | 27,501 | $3.89M | 1.55% | −872−3.1% | Reduced |
| KFA Private Wealth Group, LLC | 27,499 | $3.89M | 2.13% | −276−1.0% | Reduced |
| Menard Financial Group LLC | 27,502 | $3.89M | 3.41% | +828+3.1% | Added |
| Fortem Financial Group, LLC | 27,553 | $3.90M | 1.98% | −1,097−3.8% | Reduced |
| Altus Wealth Group LLC | 27,615 | $3.91M | 3.89% | +951+3.6% | Added |
| Regis Management CO LLC | 27,660 | $3.91M | 0.68% | 00.0% | Unchanged |
| Botty Investors LLC | 27,666 | $3.92M | 1.17% | +25,660+1,279.2% | Added |
| ODonnell Financial Services, LLC | 27,686 | $3.92M | 1.88% | +27,686 | New |
| Sather Financial Group Inc | 27,711 | $3.92M | 0.40% | +6,648+31.6% | Added |
| Agur Provident & Training Funds Management Ltd | 27,726 | $3.92M | 34.71% | −20,600−42.6% | Reduced |
| MU Investments Co., Ltd. | 27,470 | $3.92M | 4.21% | 00.0% | Unchanged |
| Tandem Capital Management Corp | 27,781 | $3.93M | 2.48% | +1,073+4.0% | Added |
| Argus Investors' Counsel, Inc. | 27,825 | $3.94M | 2.57% | −17,718−38.9% | Reduced |
| Terra Nova Asset Management LLC | 27,902 | $3.95M | 3.17% | +867+3.2% | Added |
| Center for Financial Planning, Inc. | 27,933 | $3.95M | 0.96% | −127−0.5% | Reduced |
| Beaton Management Co. Inc. | 27,973 | $3.96M | 2.62% | −125−0.4% | Reduced |
| Pinkerton Retirement Specialists, LLC | 28,042 | $3.97M | 0.77% | +308+1.1% | Added |
| St. Louis Trust Co | 28,072 | $3.97M | 1.05% | +5,108+22.2% | Added |
| Engrave Wealth Partners LLC | 28,194 | $3.99M | 1.18% | −38−0.1% | Reduced |
| Thomas White International Ltd | 28,203 | $3.99M | 0.58% | −17−0.1% | Reduced |
| Advisor Resource Council | 28,215 | $3.99M | 1.22% | −68,724−70.9% | Reduced |
| Gateway Advisory, LLC | 28,230 | $4.00M | 0.83% | +1,087+4.0% | Added |
| QP Wealth Management, LLC | 28,320 | $4.01M | 4.30% | −6,295−18.2% | Reduced |
| Reitz Capital Advisors LLC | 28,331 | $4.01M | 3.00% | −1,421−4.8% | Reduced |
| Dimension Capital Management LLC | 28,333 | $4.01M | 0.83% | −718−2.5% | Reduced |
| Addison Capital Co | 28,351 | $4.01M | 1.86% | +126+0.4% | Added |
| Deltec Asset Management LLC | 28,412 | $4.02M | 0.61% | −9,600−25.3% | Reduced |
| Summit Financial Group Inc | 28,426 | $4.02M | 1.46% | +3,000+11.8% | Added |
| Caas Capital Management LP | 28,427 | $4.02M | 0.30% | +28,427 | New |
| Bell Bank | 28,477 | $4.03M | 0.50% | −65−0.2% | Reduced |
| Madison Wealth Partners, Inc | 28,485 | $4.03M | 2.27% | +962+3.5% | Added |
| Everhart Financial Group, Inc. | 28,544 | $4.04M | 2.77% | +2,781+10.8% | Added |
| Legg Mason Asset Management (Japan) Co., Ltd. | 28,609 | $4.05M | 4.67% | −2,361−7.6% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 28,629 | $4.05M | 0.34% | −185−0.6% | Reduced |
| ShoreHaven Wealth Partners, LLC | 28,634 | $4.05M | 2.11% | +79+0.3% | Added |
| Redmond Asset Management, LLC | 28,646 | $4.05M | 1.27% | −481−1.7% | Reduced |
| Wealth Quarterback LLC | 34,941 | $4.06M | 2.70% | +4,684+15.5% | Added |
| Valueworks LLC | 28,697 | $4.06M | 1.73% | 00.0% | Unchanged |
| Regency Capital Management Inc. | 28,758 | $4.07M | 2.86% | +784+2.8% | Added |
| Home Federal Bank of Tennessee | 28,771 | $4.07M | 1.47% | −100−0.3% | Reduced |
| G&S Capital LLC | 28,813 | $4.08M | 2.24% | +1,097+4.0% | Added |
| Robbins Farley LLC | 28,835 | $4.08M | 3.01% | +28,835 | New |
| Rockbridge Investment Management, LCC | 28,850 | $4.08M | 0.68% | −605−2.1% | Reduced |
| Quadrature Capital Ltd | 28,934 | $4.09M | 0.15% | −27,252−48.5% | Reduced |
| Joseph P. Lucia & Associates, LLC | 28,961 | $4.10M | 2.43% | +37+0.1% | Added |
| ERTS Wealth Advisors, LLC | 29,043 | $4.11M | 1.08% | −232−0.8% | Reduced |
| Benjamin Edwards Inc | 29,080 | $4.12M | 2.50% | +2,325+8.7% | Added |
| Paradigm Asset Management Co LLC | 29,100 | $4.12M | 1.13% | −2,500−7.9% | Reduced |
| Summitry LLC | 29,129 | $4.12M | 0.26% | −912−3.0% | Reduced |
| Eagle Bay Advisors LLC | 29,157 | $4.12M | 2.41% | +9,297+46.8% | Added |
| Pensionmark Financial Group, LLC | 29,290 | $4.14M | 0.94% | +165+0.6% | Added |
| Magnolia Capital Management Ltd | 29,316 | $4.15M | 3.58% | +200+0.7% | Added |
| Weaver Consulting Group | 29,332 | $4.15M | 2.25% | −2,530−7.9% | Reduced |
| Brooks, Moore & Associates, Inc. | 29,375 | $4.16M | 2.72% | −158−0.5% | Reduced |
| Silicon Hills Wealth Management, LLC | 29,385 | $4.16M | 2.85% | +38+0.1% | Added |
| Rosenbaum Jay D. | 29,496 | $4.17M | 6.94% | −967−3.2% | Reduced |
| Garrett Wealth Advisory Group, LLC | 29,532 | $4.18M | 2.67% | −691−2.3% | Reduced |
| McRae Capital Management Inc | 29,535 | $4.18M | 0.92% | +10.0% | Added |