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 |
|---|---|---|---|---|---|
| Factorial Partners, LLC | 29,560 | $4.18M | 2.85% | 00.0% | Unchanged |
| Bickling Financial Services, Inc. | 29,637 | $4.19M | 2.13% | −614−2.0% | Reduced |
| Gilman Hill Asset Management, LLC | 29,713 | $4.20M | 1.07% | +1,005+3.5% | Added |
| Edmonds Duncan Registered Investment Advisors, LLC | 29,741 | $4.21M | 1.28% | −371−1.2% | Reduced |
| Burt Wealth Advisors | 29,793 | $4.22M | 1.34% | −841−2.7% | Reduced |
| Pineno Levin & Ford Asset Management, Inc. | 29,896 | $4.23M | 1.37% | +500+1.7% | Added |
| St. Clair Advisors, LLC | 30,008 | $4.25M | 2.94% | +1,268+4.4% | Added |
| Spectrum Wealth Advisory Group, LLC | 30,072 | $4.25M | 4.20% | +239+0.8% | Added |
| Sunflower Bank, N.A. | 30,109 | $4.26M | 0.60% | −2,127−6.6% | Reduced |
| Pin Oak Investment Advisors Inc | 30,147 | $4.27M | 4.71% | +184+0.6% | Added |
| Cooper/Haims Advisors, LLC | 30,165 | $4.27M | 2.57% | −904−2.9% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 30,185 | $4.27M | 1.90% | +1,017+3.5% | Added |
| Alliance Wealth Management Group | 30,225 | $4.28M | 1.39% | +2,290+8.2% | Added |
| Strategic Family Wealth Counselors, L.L.C. | 30,293 | $4.29M | 1.47% | +1,504+5.2% | Added |
| WealthShield Partners, LLC | 30,319 | $4.29M | 1.15% | −19,107−38.7% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 30,330 | $4.29M | 2.48% | +246+0.8% | Added |
| Fiduciary Planning LLC | 30,334 | $4.29M | 2.28% | +5,852+23.9% | Added |
| IAM Advisory, LLC | 30,086 | $4.30M | 1.82% | +30,086 | New |
| CMC Financial Group | 30,565 | $4.33M | 2.52% | −115−0.4% | Reduced |
| Evolution Wealth Advisors, LLC | 30,707 | $4.34M | 0.93% | −742−2.4% | Reduced |
| High Pines Wealth Management, LLC | 30,712 | $4.35M | 2.98% | +3,091+11.2% | Added |
| Trinity Financial Advisors LLC | 30,790 | $4.36M | 2.91% | −342−1.1% | Reduced |
| Linden Rose Investment LLC | 30,797 | $4.36M | 4.69% | +7,818+34.0% | Added |
| Column Capital Advisors, LLC | 30,823 | $4.36M | 0.92% | +691+2.3% | Added |
| One Charles Private Wealth Services, LLC | 30,945 | $4.38M | 2.53% | +428+1.4% | Added |
| BEAM Asset Management, LLC | 30,978 | $4.38M | 3.76% | +2,282+8.0% | Added |
| Capital Advisors, Ltd. LLC | 30,987 | $4.38M | 0.78% | +1,271+4.3% | Added |
| New Jersey Better Educational Savings Trust | 31,026 | $4.39M | 8.71% | 00.0% | Unchanged |
| Safeguard Investment Advisory Group, LLC | 31,053 | $4.39M | 2.84% | −171−0.5% | Reduced |
| Crewe Advisors LLC | 31,126 | $4.40M | 1.04% | −11,760−27.4% | Reduced |
| Argent Advisors, Inc. | 31,201 | $4.42M | 2.53% | +79+0.3% | Added |
| Financial Management Professionals, Inc. | 31,282 | $4.43M | 1.02% | +9,031+40.6% | Added |
| 44 Wealth Management LLC | 31,292 | $4.43M | 1.69% | −322−1.0% | Reduced |
| Financial Advisors Network, Inc. | 29,523 | $4.43M | 1.02% | +2,266+8.3% | Added |
| Cascade Investment Advisors, Inc. | 31,308 | $4.43M | 2.89% | −445−1.4% | Reduced |
| GSB Wealth Management, LLC | 31,344 | $4.44M | 2.28% | −14,475−31.6% | Reduced |
| Pacific Capital Wealth Advisors, Inc | 31,356 | $4.44M | 1.41% | +17,381+124.4% | Added |
| Successful Portfolios LLC | 31,435 | $4.45M | 2.66% | −285−0.9% | Reduced |
| D'Orazio & Associates, Inc. | 31,432 | $4.45M | 1.08% | +946+3.1% | Added |
| Vivid Financial Management, Inc. | 31,508 | $4.46M | 1.83% | −2,156−6.4% | Reduced |
| Balyasny Asset Management LLC | 31,565 | $4.47M | 0.02% | −182,900−85.3% | Reduced |
| First National Bank of Hutchinson | 31,586 | $4.47M | 2.51% | −1,966−5.9% | Reduced |
| Petix & Botte Co | 31,613 | $4.47M | 1.51% | +16,992+116.2% | Added |
| Westshore Wealth, LLC | 31,630 | $4.48M | 3.61% | −18,246−36.6% | Reduced |
| Sara-Bay Financial | 31,642 | $4.48M | 1.75% | −658−2.0% | Reduced |
| Outfitter Financial LLC | 31,642 | $4.48M | 3.52% | −240−0.8% | Reduced |
| Cornerstone Investment Partners, LLC | 31,770 | $4.50M | 0.26% | −388,135−92.4% | Reduced |
| Cambria Investment Management, L.P. | 31,816 | $4.50M | 0.82% | −1,312−4.0% | Reduced |
| Sax Wealth Advisors, LLC | 31,827 | $4.50M | 1.07% | +41+0.1% | Added |
| Aveo Capital Partners, LLC | 31,832 | $4.50M | 0.94% | +6,379+25.1% | Added |
| Gsa Capital Partners LLP | 31,868 | $4.51M | 0.46% | −7,033−18.1% | Reduced |
| Fermata Advisors, LLC | 31,971 | $4.53M | 2.00% | +13,567+73.7% | Added |
| Robeco Schweiz AG | 32,000 | $4.53M | 0.06% | +32,000 | New |
| Veracity Capital LLC | 32,054 | $4.54M | 1.98% | −33,641−51.2% | Reduced |
| Heritage Wealth Management, LLC | 32,101 | $4.54M | 1.62% | +1,471+4.8% | Added |
| tru Independence LLC | 32,182 | $4.55M | 1.27% | +2,269+7.6% | Added |
| Facet Wealth, Inc. | 32,277 | $4.57M | 0.52% | +11,986+59.1% | Added |
| Sandhill Capital Partners LLC | 32,293 | $4.57M | 0.37% | +471+1.5% | Added |
| Glynn Capital Management LLC | 32,320 | $4.57M | 0.40% | 00.0% | Unchanged |
| LGL Partners, LLC | 32,334 | $4.58M | 2.78% | +1,074+3.4% | Added |
| Mayfair Advisory Group, LLC | 32,900 | $4.58M | 7.02% | +100.0% | Added |
| Trustco Bank Corp N Y | 32,461 | $4.59M | 4.28% | −1,199−3.6% | Reduced |
| Phocas Financial Corp. | 32,530 | $4.60M | 0.58% | +1,201+3.8% | Added |
| Dash Acquisitions Inc. | 32,577 | $4.61M | 2.40% | +206+0.6% | Added |
| Plotkin Financial Advisors, LLC | 32,633 | $4.62M | 2.75% | −878−2.6% | Reduced |
| Landaas & Co | 32,660 | $4.62M | 2.66% | −2,712−7.7% | Reduced |
| Accurate Wealth Management, LLC | 29,469 | $4.63M | 4.07% | −20,211−40.7% | Reduced |
| Parkside Advisors LLC | 32,792 | $4.64M | 1.45% | −285−0.9% | Reduced |
| Vista Wealth Management Group, LLC | 32,807 | $4.64M | 0.84% | +836+2.6% | Added |
| Consolidated Planning Corp | 32,813 | $4.64M | 3.02% | +271+0.8% | Added |
| Boston Partners | 32,818 | $4.64M | 0.01% | +18,818+134.4% | Added |
| Eisler Capital (UK) Ltd. | 32,826 | $4.64M | 0.55% | +17,785+118.2% | Added |
| PrairieView Partners, LLC | 32,927 | $4.66M | 0.70% | −333−1.0% | Reduced |
| Pacific Center for Financial Services | 32,937 | $4.66M | 2.03% | +46+0.1% | Added |
| Ssi Investment Management LLC | 32,997 | $4.67M | 0.28% | +41+0.1% | Added |
| American Institute for Advanced Investment Management, LLP | 33,005 | $4.67M | 3.31% | −313−0.9% | Reduced |
| Corrigan Financial, Inc. | 33,009 | $4.67M | 1.43% | −274−0.8% | Reduced |
| Washburn Capital Management, Inc. | 33,039 | $4.67M | 3.06% | −680−2.0% | Reduced |
| Advus Financial Partners, LLC | 26,356 | $4.68M | 2.58% | +26,356 | New |
| Hudock, Inc. | 33,228 | $4.70M | 1.42% | +641+2.0% | Added |
| Aua Capital Management, LLC | 33,244 | $4.70M | 2.98% | 00.0% | Unchanged |
| Castellan Group, LLC | 33,300 | $4.71M | 2.43% | 00.0% | Unchanged |
| First Personal Financial Services | 33,325 | $4.71M | 1.17% | −300−0.9% | Reduced |
| Omnia Family Wealth, LLC | 33,342 | $4.72M | 3.25% | +2,113+6.8% | Added |
| PBMares Wealth Management LLC | 33,359 | $4.72M | 2.25% | +566+1.7% | Added |
| Catalyst Capital Advisors LLC | 33,383 | $4.72M | 0.24% | +10.0% | Added |
| White Lighthouse Investment Management Inc. | 33,417 | $4.73M | 1.27% | −229−0.7% | Reduced |
| Ambassador Advisors, LLC | 33,444 | $4.73M | 0.92% | −17−0.1% | Reduced |
| Cortland Associates Inc | 33,487 | $4.74M | 0.52% | +20.0% | Added |
| Elevated Capital Advisors, LLC | 33,517 | $4.74M | 1.64% | +33,517 | New |
| KLK Capital Management LLC | 33,583 | $4.75M | 4.36% | −237−0.7% | Reduced |
| Meridian Financial Partners LLC | 33,611 | $4.76M | 3.19% | +819+2.5% | Added |
| Stamos Capital Partners, L.P. | 33,640 | $4.76M | 2.66% | −5,760−14.6% | Reduced |
| Legacy Wealth Planning, LLC | 33,659 | $4.76M | 5.34% | +2,954+9.6% | Added |
| Summit Place Financial Advisors, LLC | 33,696 | $4.77M | 3.48% | +692+2.1% | Added |
| Hanson & Doremus Investment Management | 33,714 | $4.77M | 1.10% | −633−1.8% | Reduced |
| First Washington CORP | 33,952 | $4.80M | 1.75% | −130−0.4% | Reduced |
| Black Swift Group, LLC | 33,952 | $4.80M | 2.17% | +29,000+585.6% | Added |
| Sovereign Financial Group, Inc. | 33,966 | $4.81M | 2.76% | −3,588−9.6% | Reduced |
| West Oak Capital, LLC | 33,981 | $4.81M | 1.86% | −1,610−4.5% | Reduced |