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 |
|---|---|---|---|---|---|
| Beacon Harbor Wealth Advisors, Inc. | 34,011 | $4.81M | 1.71% | +1,422+4.4% | Added |
| Gyroscope Capital Management Group, LLC | 34,015 | $4.81M | 1.82% | −37,188−52.2% | Reduced |
| Ellenbecker Investment Group | 34,024 | $4.81M | 1.51% | −646−1.9% | Reduced |
| Aberdeen Wealth Management LLC | 34,020 | $4.81M | 4.66% | −48−0.1% | Reduced |
| Tower View Investment Management & Research LLC | 34,134 | $4.83M | 2.68% | −77−0.2% | Reduced |
| Tranquility Partners, LLC | 34,153 | $4.83M | 2.45% | +2,649+8.4% | Added |
| Act Wealth Management, LLC | 35,299 | $4.83M | 2.99% | 00.0% | Unchanged |
| Cadent Capital Advisors, LLC | 34,166 | $4.83M | 2.15% | +47+0.1% | Added |
| Check Capital Management Inc | 34,198 | $4.84M | 0.41% | 00.0% | Unchanged |
| Bernardo Wealth Planning LLC | 34,213 | $4.84M | 2.81% | +1,568+4.8% | Added |
| Mitchell & Pahl Private Wealth, LLC | 34,224 | $4.84M | 3.49% | −164−0.5% | Reduced |
| Buffington Mohr McNeal | 34,269 | $4.85M | 0.93% | +152+0.4% | Added |
| Matisse Capital | 34,266 | $4.85M | 1.78% | +156+0.5% | Added |
| Elm Advisors, LLC | 34,281 | $4.85M | 2.90% | −2,900−7.8% | Reduced |
| First Financial Corp | 34,290 | $4.85M | 3.22% | −590−1.7% | Reduced |
| Fairview Capital Investment Management, LLC | 34,343 | $4.86M | 0.33% | −314−0.9% | Reduced |
| Eclectic Associates Inc | 34,389 | $4.87M | 3.55% | +718+2.1% | Added |
| Sabal Trust CO | 34,401 | $4.87M | 0.35% | +550+1.6% | Added |
| West Paces Advisors Inc. | 34,454 | $4.88M | 1.71% | −1,583−4.4% | Reduced |
| Palisades Hudson Asset Management, L.P. | 34,497 | $4.88M | 2.23% | −2,067−5.7% | Reduced |
| Cary Street Partners Asset Management LLC | 34,535 | $4.89M | 1.73% | −301−0.9% | Reduced |
| Axiom Investment Management LLC | 34,597 | $4.89M | 4.92% | −2,599−7.0% | Reduced |
| First Pacific Advisors, LP | 34,617 | $4.90M | 0.06% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 34,618 | $4.90M | 2.60% | +10,487+43.5% | Added |
| Mitchell Sinkler & Starr | 34,623 | $4.90M | 4.43% | +424+1.2% | Added |
| Michael B. Yongue | 34,700 | $4.91M | 3.59% | +92+0.3% | Added |
| Lumature Wealth Partners, LLC | 34,735 | $4.92M | 2.01% | +1,390+4.2% | Added |
| WestHill Financial Advisors, Inc. | 34,732 | $4.92M | 1.52% | +34,732 | New |
| Blue Square Asset Management, LLC | 34,778 | $4.92M | 3.08% | −517−1.5% | Reduced |
| Diker Management LLC | 34,790 | $4.92M | 2.53% | +20.0% | Added |
| Rodgers Brothers Inc. | 34,788 | $4.92M | 0.98% | +156+0.5% | Added |
| Oak Family Advisors, LLC | 34,797 | $4.92M | 2.60% | −1,322−3.7% | Reduced |
| Osterweis Capital Management Inc | 34,897 | $4.94M | 0.27% | 00.0% | Unchanged |
| Family Firm, Inc. | 33,106 | $4.94M | 1.30% | +14,418+77.2% | Added |
| David J Yvars Group | 34,686 | $4.95M | 2.89% | −2,107−5.7% | Reduced |
| Boltwood Capital Management | 35,054 | $4.96M | 2.00% | −700−2.0% | Reduced |
| Zeno Research, LLC | 35,061 | $4.96M | 3.93% | −53,567−60.4% | Reduced |
| Garrison Point Advisors, LLC | 35,120 | $4.97M | 3.61% | −484−1.4% | Reduced |
| Wunderlich Capital Managemnt | 35,123 | $4.97M | 2.39% | −1,221−3.4% | Reduced |
| Exchange Capital Management, Inc. | 35,140 | $4.97M | 0.96% | −4,474−11.3% | Reduced |
| Redwood Investment Management, LLC | 35,250 | $4.99M | 0.71% | +272+0.8% | Added |
| Security National Bank of Sioux City Iowa | 35,257 | $4.99M | 3.84% | −9,375−21.0% | Reduced |
| Algert Global LLC | 35,280 | $4.99M | 0.66% | −985−2.7% | Reduced |
| Larson Financial Group LLC | 35,351 | $5.00M | 0.99% | −494−1.4% | Reduced |
| Goepper Burkhardt LLC | 35,417 | $5.01M | 3.20% | −31−0.1% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 35,513 | $5.03M | 0.06% | +11,051+45.2% | Added |
| Wagner Wealth Management, LLC | 33,691 | $5.05M | 4.03% | −336−1.0% | Reduced |
| Capital Advisors Wealth Management, LLC | 35,684 | $5.05M | 1.79% | +758+2.2% | Added |
| Mascoma Wealth Management LLC | 35,709 | $5.05M | 1.96% | +552+1.6% | Added |
| Lokken Investment Group LLC | 35,795 | $5.07M | 4.02% | −60−0.2% | Reduced |
| Morgan Jess S & Co Inc | 35,861 | $5.07M | 3.35% | +1,345+3.9% | Added |
| Front Street Capital Management, Inc. | 35,871 | $5.08M | 0.98% | −510−1.4% | Reduced |
| Sicart Associates LLC | 35,883 | $5.08M | 1.38% | −4,150−10.4% | Reduced |
| NewSquare Capital LLC | 35,996 | $5.09M | 0.60% | +5,914+19.7% | Added |
| United Fire Group Inc | 36,000 | $5.09M | 2.54% | 00.0% | Unchanged |
| Horst & Graben Wealth Management LLC | 35,999 | $5.09M | 1.40% | +27+0.1% | Added |
| LCNB Corp | 36,007 | $5.09M | 2.57% | +363+1.0% | Added |
| Ritter Daniher Financial Advisory, LLC | 36,149 | $5.12M | 3.74% | +957+2.7% | Added |
| Howard Wealth Management, LLC | 36,187 | $5.12M | 2.86% | −3,263−8.3% | Reduced |
| Long Road Investment Counsel, LLC | 36,211 | $5.12M | 2.25% | 00.0% | Unchanged |
| Ayrshire Capital Management LLC | 36,212 | $5.12M | 2.90% | +78+0.2% | Added |
| Vaughan David Investments LLC | 36,235 | $5.13M | 0.16% | −335−0.9% | Reduced |
| Retirement Capital Strategies | 36,264 | $5.13M | 1.97% | −217−0.6% | Reduced |
| Capital Management Associates | 36,290 | $5.13M | 5.06% | −1,040−2.8% | Reduced |
| Kessler Investment Group, LLC | 36,297 | $5.14M | 3.65% | +35,721+6,201.6% | Added |
| Measured Wealth Private Client Group, LLC | 36,312 | $5.14M | 1.98% | −1,312−3.5% | Reduced |
| Tru Independence Asset Management 2, LLC | 36,334 | $5.14M | 3.65% | +1,676+4.8% | Added |
| Banco de Sabadell, S.A | 36,342 | $5.14M | 3.46% | −6,381−14.9% | Reduced |
| Aspireon Wealth Advisors | 36,433 | $5.16M | 3.74% | −787−2.1% | Reduced |
| MBL Wealth, LLC | 36,441 | $5.16M | 1.78% | +36,441 | New |
| Gitterman Wealth Management, LLC | 36,472 | $5.16M | 4.15% | +305+0.8% | Added |
| Arnhold LLC | 36,520 | $5.17M | 0.60% | 00.0% | Unchanged |
| Pinnacle Wealth Management Group, Inc. | 36,555 | $5.17M | 3.89% | +514+1.4% | Added |
| McIlrath & Eck, LLC | 36,605 | $5.18M | 1.54% | −1,540−4.0% | Reduced |
| Seascape Capital Management | 36,641 | $5.18M | 2.66% | +1,080+3.0% | Added |
| Colorado Capital Management, Inc. | 36,685 | $5.19M | 3.66% | −146−0.4% | Reduced |
| Stony Point Wealth Management Inc. | 36,687 | $5.19M | 3.12% | −2,412−6.2% | Reduced |
| CMG Global Holdings, LLC | 36,870 | $5.22M | 3.90% | +1,837+5.2% | Added |
| Blueprint Investment Partners LLC | 36,909 | $5.22M | 2.61% | +26,541+256.0% | Added |
| SPC Financial, Inc. | 37,044 | $5.24M | 0.65% | −946−2.5% | Reduced |
| Stableford Capital II LLC | 36,479 | $5.24M | 2.66% | −6,032−14.2% | Reduced |
| Leelyn Smith, LLC | 37,117 | $5.25M | 1.52% | +430+1.2% | Added |
| Fruth Investment Management | 37,148 | $5.26M | 1.62% | −35−0.1% | Reduced |
| WT Wealth Management | 37,285 | $5.28M | 2.03% | +1,642+4.6% | Added |
| Connolly Sarah T. | 37,345 | $5.29M | 4.35% | −1,475−3.8% | Reduced |
| Financial Engines Advisors L.L.C. | 37,382 | $5.29M | 0.02% | +37,382 | New |
| Lebenthal Global Advisors, LLC | 37,386 | $5.29M | 3.32% | −1,145−3.0% | Reduced |
| Great Diamond Partners, LLC | 37,485 | $5.30M | 1.45% | +4,315+13.0% | Added |
| Benchmark Financial Wealth Advisors, LLC | 37,519 | $5.31M | 2.52% | −125−0.3% | Reduced |
| Northwest Wealth Management, LLC | 37,533 | $5.31M | 2.78% | −2,228−5.6% | Reduced |
| Youngs Advisory Group, Inc. | 37,599 | $5.32M | 4.01% | +1,939+5.4% | Added |
| FWL Investment Management, LLC | 37,665 | $5.33M | 3.35% | −175−0.5% | Reduced |
| Traverso Chambers Private Wealth Management, LLC | 37,709 | $5.34M | 1.66% | −1,151−3.0% | Reduced |
| Cutler Investment Counsel LLC | 37,716 | $5.34M | 0.84% | +16,142+74.8% | Added |
| Retirement Planning Group | 37,795 | $5.35M | 0.61% | −110.0% | Reduced |
| Peoples Bank | 37,807 | $5.35M | 2.85% | −1,430−3.6% | Reduced |
| Smith Shellnut Wilson LLC | 37,811 | $5.35M | 3.10% | +5,665+17.6% | Added |
| Cantor Fitzgerald Investment Adviser L.P. | 37,827 | $5.35M | 0.40% | −29−0.1% | Reduced |
| Financial Council Asset Management Inc | 37,865 | $5.36M | 7.56% | +37,865 | New |
| Provident Trust Co | 37,939 | $5.37M | 0.10% | +4,015+11.8% | Added |