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 8 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 | 6,135 | $2.40T |
| Q4 2025 | 6,131 | $2.61T |
| Q3 2025 | 5,617 | $2.35T |
| Q2 2025 | 5,600 | $1.93T |
| Q1 2025 | 5,608 | $2.08T |
| Q4 2024 | 5,672 | $2.36T |
| Q3 2024 | 5,106 | $2.17T |
| Q2 2024 | 5,133 | $1.98T |
| Q1 2024 | 5,024 | $1.61T |
| Q4 2023 | 4,977 | $1.81T |
| Q3 2023 | 4,619 | $1.60T |
| Q2 2023 | 4,595 | $1.82T |
| Q1 2023 | 4,525 | $1.55T |
| Q4 2022 | 4,556 | $1.21T |
| Q3 2022 | 4,347 | $1.29T |
| Q2 2022 | 4,340 | $1.28T |
| Q1 2022 | 4,391 | $1.66T |
| Q4 2021 | 4,403 | $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 |
|---|---|---|---|---|---|
| Geller Advisors LLC | 37,989 | $5.38M | 1.17% | −151−0.4% | Reduced |
| Baron Silver Stevens Financial Advisors, LLC | 37,989 | $5.38M | 1.43% | +5,845+18.2% | Added |
| Kozak & Associates, Inc. | 35,835 | $5.38M | 3.18% | +35,835 | New |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 38,000 | $5.38M | 2.27% | +21,000+123.5% | Added |
| Handelsinvest Investeringsforvaltning | 38,031 | $5.38M | 0.59% | 00.0% | Unchanged |
| Auxier Asset Management | 38,155 | $5.40M | 0.91% | +155+0.4% | Added |
| Centiva Capital, LP | 2,037,881 | $5.42M | 0.44% | +2,037,881 | New |
| Convergence Investment Partners, LLC | 38,304 | $5.42M | 2.91% | −440−1.1% | Reduced |
| McCarthy Asset Management, Inc. | 38,312 | $5.42M | 4.07% | −12,964−25.3% | Reduced |
| New England Research & Management, Inc. | 38,404 | $5.43M | 2.85% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 38,419 | $5.44M | 3.24% | −523−1.3% | Reduced |
| Princeton Global Asset Management LLC | 38,417 | $5.44M | 1.66% | +1,264+3.4% | Added |
| Abacus Wealth Partners, LLC | 38,466 | $5.44M | 2.00% | −194−0.5% | Reduced |
| Matrix Private Capital Group LLC | 38,619 | $5.46M | 2.87% | +693+1.8% | Added |
| Amica Retiree Medical Trust | 38,664 | $5.47M | 4.94% | −16,970−30.5% | Reduced |
| Redhawk Wealth Advisors, Inc. | 38,671 | $5.47M | 1.51% | −19,281−33.3% | Reduced |
| Somerset Group LLC | 38,694 | $5.47M | 3.96% | +678+1.8% | Added |
| West Chester Capital Advisors, Inc | 38,760 | $5.48M | 4.23% | −1,148−2.9% | Reduced |
| Pinnacle Bancorp, Inc. | 38,755 | $5.48M | 2.19% | +542+1.4% | Added |
| Gray Wealth Management Inc. | 38,756 | $5.48M | 3.07% | +919+2.4% | Added |
| Capital Financial Services, LLC | 38,768 | $5.49M | 6.71% | −15,874−29.1% | Reduced |
| Fountainhead AM, LLC | 40,806 | $5.49M | 2.66% | −1,934−4.5% | Reduced |
| ELCO Management Co., LLC | 38,972 | $5.51M | 4.24% | −184−0.5% | Reduced |
| Connecticut Wealth Management, LLC | 38,988 | $5.52M | 0.48% | +1,878+5.1% | Added |
| Hochman Cole Investment Advisors, Inc. | 38,987 | $5.52M | 2.16% | +2,091+5.7% | Added |
| Next Capital Management LLC | 39,019 | $5.52M | 4.01% | −4,764−10.9% | Reduced |
| Spouting Rock Asset Management, LLC | 39,023 | $5.52M | 2.75% | −13,657−25.9% | Reduced |
| Encompass Wealth Advisors, LLC | 39,104 | $5.53M | 1.44% | +2,204+6.0% | Added |
| Balentine LLC | 39,150 | $5.54M | 0.22% | +13,166+50.7% | Added |
| Riverview Trust Co | 39,209 | $5.55M | 5.87% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 39,216 | $5.55M | 0.72% | +4,613+13.3% | Added |
| Latitude Advisors, LLC | 39,225 | $5.55M | 1.78% | +19,438+98.2% | Added |
| Advisor OS, LLC | 39,396 | $5.58M | 1.21% | −1,226−3.0% | Reduced |
| Gilbert & Cook, Inc. | 39,484 | $5.59M | 1.00% | −283−0.7% | Reduced |
| Beck Capital Management, LLC | 39,506 | $5.59M | 1.88% | +465+1.2% | Added |
| Rational Advisors LLC | 39,503 | $5.59M | 0.44% | +12,896+48.5% | Added |
| Global Financial Private Client, LLC | 39,207 | $5.59M | 2.88% | −1,506−3.7% | Reduced |
| Accuvest Global Advisors | 39,558 | $5.60M | 2.65% | +39,558 | New |
| First National Bank | 39,604 | $5.60M | 5.31% | +39,604 | New |
| Sky Investment Group LLC | 39,632 | $5.61M | 1.25% | −149−0.4% | Reduced |
| Townsend Asset Management Corp | 39,632 | $5.61M | 2.98% | +1,041+2.7% | Added |
| Boothe Investment Group, Inc. | 39,384 | $5.62M | 3.06% | +780+2.0% | Added |
| Bigelow Investment Advisors, LLC | 39,708 | $5.62M | 2.77% | −2,158−5.2% | Reduced |
| Pacific Sun Financial Corp | 39,758 | $5.63M | 3.23% | +39,758 | New |
| Ellsworth Advisors, LLC | 39,823 | $5.63M | 2.57% | −251−0.6% | Reduced |
| Cary Street Partner Investment Advisory LLC | 39,844 | $5.64M | 1.85% | +333+0.8% | Added |
| HawsGoodwin Investment Management LLC | 39,883 | $5.64M | 1.71% | −260−0.6% | Reduced |
| Crescent Capital Consulting, LLC | 39,933 | $5.65M | 1.04% | +27+0.1% | Added |
| Lee Capital Holdings LLC | 40,000 | $5.66M | 2.97% | 00.0% | Unchanged |
| United Services Automobile Association | 40,100 | $5.67M | 0.10% | −7,286−15.4% | Reduced |
| Symphony Financial, Ltd. Co. | 39,734 | $5.67M | 1.99% | −8,721−18.0% | Reduced |
| StrongBox Wealth, LLC | 40,119 | $5.68M | 3.19% | −163−0.4% | Reduced |
| Chilton Investment Co LLC | 40,166 | $5.68M | 0.14% | −339−0.8% | Reduced |
| Derby & Company, Inc | 40,196 | $5.69M | 1.15% | +872+2.2% | Added |
| Lincoln Capital LLC | 40,217 | $5.69M | 1.55% | −122−0.3% | Reduced |
| CFS Investment Advisory Services, LLC | 40,369 | $5.69M | 0.78% | +36,136+853.7% | Added |
| Cypress Capital Management LLC | 41,595 | $5.70M | 0.75% | 00.0% | Unchanged |
| PSI Advisors, LLC | 40,264 | $5.70M | 2.62% | −897−2.2% | Reduced |
| Meridian Management Co | 40,310 | $5.70M | 1.75% | −135−0.3% | Reduced |
| Schneider Downs Wealth Management Advisors, LP | 40,344 | $5.71M | 1.47% | +2,486+6.6% | Added |
| Resonant Capital Advisors, LLC | 40,379 | $5.71M | 0.99% | +3,326+9.0% | Added |
| Advisors Management Group Inc | 40,402 | $5.72M | 1.77% | −7,970−16.5% | Reduced |
| Prudent Investors Network | 40,425 | $5.72M | 2.86% | +226+0.6% | Added |
| First Command Bank | 40,473 | $5.73M | 0.98% | +403+1.0% | Added |
| First Command Financial Services, Inc. | 40,473 | $5.73M | 0.98% | +403+1.0% | Added |
| Cunning Capital Partners, LP | 40,570 | $5.74M | 3.02% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 40,654 | $5.75M | 4.40% | −604−1.5% | Reduced |
| Bridge Advisory, LLC | 40,679 | $5.76M | 2.83% | −253−0.6% | Reduced |
| Costello Asset Management, INC | 40,868 | $5.78M | 3.70% | +1,281+3.2% | Added |
| Brio Consultants, LLC | 40,900 | $5.79M | 1.40% | −373−0.9% | Reduced |
| Diversified, LLC | 40,924 | $5.79M | 3.08% | +258+0.6% | Added |
| Nia Impact Advisors, LLC | 40,980 | $5.80M | 2.47% | −7,738−15.9% | Reduced |
| Wolverine Asset Management LLC | 41,054 | $5.81M | 0.06% | +40,829+18,146.2% | Added |
| Dodge & Cox | 41,156 | $5.82M | 0.00% | 00.0% | Unchanged |
| Pantheon Investment Group, LLC | 41,259 | $5.84M | 5.02% | −764−1.8% | Reduced |
| Cairn Investment Group, Inc. | 41,324 | $5.85M | 4.33% | −18,162−30.5% | Reduced |
| Fma Advisory Inc | 41,386 | $5.86M | 2.18% | +619+1.5% | Added |
| Shorepoint Capital Partners LLC | 41,501 | $5.87M | 2.64% | +41,501 | New |
| Derbend Asset Management | 41,508 | $5.87M | 5.52% | −727−1.7% | Reduced |
| Dempze Nancy E | 41,518 | $5.87M | 4.61% | −3,318−7.4% | Reduced |
| Swaine & Leidel Wealth Services, LLC | 41,531 | $5.88M | 5.19% | +41,531 | New |
| Samalin Investment Counsel, LLC | 41,555 | $5.88M | 3.82% | +720+1.8% | Added |
| Orser Capital Management, LLC | 41,587 | $5.88M | 3.32% | +140+0.3% | Added |
| RDA Financial Network | 41,648 | $5.89M | 2.60% | +145+0.3% | Added |
| Orca Investment Management, LLC | 41,799 | $5.92M | 5.18% | −3,875−8.5% | Reduced |
| Tempus Wealth Planning, LLC | 41,813 | $5.92M | 3.35% | +2,271+5.7% | Added |
| Cutter & CO Brokerage, Inc. | 41,900 | $5.93M | 1.41% | −6,702−13.8% | Reduced |
| Pacitti Group Inc. | 41,913 | $5.93M | 3.70% | +824+2.0% | Added |
| GP Brinson Investments LLC | 42,000 | $5.94M | 4.50% | 00.0% | Unchanged |
| InTrack Investment Management Inc | 39,916 | $5.95M | 4.33% | +532+1.4% | Added |
| Granger Management LLC | 42,155 | $5.95M | 1.04% | 00.0% | Unchanged |
| Alcosta Capital Management, Inc. | 42,126 | $5.96M | 3.64% | +298+0.7% | Added |
| Lynch & Associates | 42,157 | $5.96M | 1.55% | +1,515+3.7% | Added |
| Archer Investment Corp | 42,245 | $5.98M | 2.24% | −647−1.5% | Reduced |
| Waterfront Wealth Inc. | 42,336 | $5.99M | 2.89% | +315+0.7% | Added |
| Alera Investment Advisors, LLC | 42,361 | $5.99M | 1.77% | −48−0.1% | Reduced |
| Summit Financial Wealth Advisors, LLC | 42,470 | $6.01M | 1.36% | +96+0.2% | Added |
| JNBA Financial Advisors | 42,528 | $6.02M | 0.81% | −1,061−2.4% | Reduced |
| Allred Capital Management, LLC | 42,594 | $6.03M | 3.15% | −2,787−6.1% | Reduced |
| Indie Asset Partners, LLC | 42,591 | $6.03M | 4.88% | +392+0.9% | Added |