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 |
|---|---|---|---|---|---|
| Bull Street Advisors, LLC | 42,614 | $6.03M | 3.11% | −200.0% | Reduced |
| FORA Capital, LLC | 42,740 | $6.05M | 1.53% | −11,967−21.9% | Reduced |
| Bluesphere Advisors, LLC | 42,808 | $6.06M | 5.82% | −1,381−3.1% | Reduced |
| Madden Securities Corp | 42,814 | $6.06M | 3.28% | −5,577−11.5% | Reduced |
| Cowa, LLC | 42,842 | $6.06M | 3.47% | +42,842 | New |
| Stanley-Laman Group, Ltd. | 42,862 | $6.07M | 0.79% | +3,959+10.2% | Added |
| IFG Advisors, LLC | 42,876 | $6.07M | 2.78% | +3,505+8.9% | Added |
| Lehman & Derafelo Financial Resources LLC | 42,901 | $6.07M | 1.97% | −399−0.9% | Reduced |
| Financial Insights, Inc. | 42,949 | $6.08M | 5.59% | +318+0.7% | Added |
| American Financial Advisors, LLC | 43,038 | $6.09M | 0.81% | +1,154+2.8% | Added |
| Triangle Securities Wealth Management | 43,062 | $6.09M | 2.07% | −1,079−2.4% | Reduced |
| Kowal Investment Group, LLC | 43,121 | $6.10M | 1.93% | +529+1.2% | Added |
| Sturgeon Ventures LLP | 43,235 | $6.12M | 3.07% | 00.0% | Unchanged |
| Choice Wealth Advisors, LLC | 43,315 | $6.13M | 5.23% | −265−0.6% | Reduced |
| Corsicana & Co. | 43,325 | $6.13M | 3.90% | −1,753−3.9% | Reduced |
| Security National Bank of So Dak | 43,397 | $6.14M | 4.70% | +5,250+13.8% | Added |
| Purus Wealth Management, LLC | 43,461 | $6.15M | 4.25% | +2,224+5.4% | Added |
| Bar Harbor Trust Services | 43,507 | $6.16M | 1.92% | +1,023+2.4% | Added |
| Blue Zone Wealth Advisors, LLC | 43,583 | $6.17M | 2.14% | −1,245−2.8% | Reduced |
| SkyView Investment Advisors, LLC | 43,621 | $6.17M | 1.74% | +43,621 | New |
| Johnson Bixby & Associates, LLC | 43,635 | $6.17M | 1.79% | 00.0% | Unchanged |
| Laffer Tengler Investments | 43,775 | $6.19M | 1.79% | +32,043+273.1% | Added |
| Karn, Couzens & Associates, Inc. | 43,910 | $6.21M | 4.73% | −253−0.6% | Reduced |
| United Bank | 43,948 | $6.22M | 3.94% | +747+1.7% | Added |
| Virtue Capital Management, LLC | 44,028 | $6.23M | 1.10% | +871+2.0% | Added |
| Concentrum Wealth Management | 44,040 | $6.23M | 4.02% | +115+0.3% | Added |
| Pettee Investors, Inc. | 44,063 | $6.24M | 2.90% | −2,370−5.1% | Reduced |
| JRM Investment Counsel, LLC | 44,180 | $6.25M | 3.17% | +3,197+7.8% | Added |
| Delta Capital Management LLC | 44,247 | $6.26M | 3.90% | −200.0% | Reduced |
| Redwood Investments, LLC | 44,258 | $6.26M | 0.52% | −1,659−3.6% | Reduced |
| Applied Research Investments, LLC | 44,269 | $6.26M | 2.09% | −1,843−4.0% | Reduced |
| RBA Wealth Management, LLC | 44,324 | $6.27M | 15.12% | +1,785+4.2% | Added |
| Constitution Capital LLC | 44,324 | $6.27M | 3.77% | +3,420+8.4% | Added |
| Blackhawk Capital Partners LLC. | 44,362 | $6.28M | 3.97% | −417−0.9% | Reduced |
| SRS Capital Advisors, Inc. | 44,445 | $6.29M | 0.86% | −3,131−6.6% | Reduced |
| Guild Investment Management, Inc. | 44,500 | $6.30M | 6.06% | +1,595+3.7% | Added |
| BHK Investment Advisors, LLC | 44,539 | $6.30M | 2.60% | −2,325−5.0% | Reduced |
| Allegheny Financial Group LTD | 44,563 | $6.31M | 2.89% | +63+0.1% | Added |
| Providence Wealth Advisors, LLC | 44,972 | $6.31M | 4.39% | −916−2.0% | Reduced |
| Page Arthur B | 44,594 | $6.31M | 4.69% | −2,875−6.1% | Reduced |
| Diversified Portfolios, Inc. | 44,673 | $6.32M | 1.75% | +20,169+82.3% | Added |
| Auxano Advisors, LLC | 44,745 | $6.33M | 2.84% | +1,364+3.1% | Added |
| LCM Capital Management Inc | 44,761 | $6.33M | 5.35% | −127−0.3% | Reduced |
| Drexel Morgan & Co. | 44,779 | $6.34M | 2.04% | −16,364−26.8% | Reduced |
| Concentric Wealth Management, LLC | 44,796 | $6.34M | 1.94% | −583−1.3% | Reduced |
| Capital One Financial Corp | 44,833 | $6.34M | 0.78% | −1,969−4.2% | Reduced |
| HHM Wealth Advisors, LLC | 44,861 | $6.35M | 1.73% | +260+0.6% | Added |
| Harfst & Associates, Inc. | 44,873 | $6.35M | 1.75% | −1,727−3.7% | Reduced |
| Curated Wealth Partners LLC | 44,966 | $6.36M | 3.55% | +54+0.1% | Added |
| Kalos Management, Inc. | 42,552 | $6.38M | 1.80% | +15,042+54.7% | Added |
| Summit Asset Management, LLC | 45,090 | $6.38M | 2.00% | +185+0.4% | Added |
| Hall Capital Management Co Inc | 45,093 | $6.38M | 4.07% | −139−0.3% | Reduced |
| Acima Private Wealth, LLC | 45,117 | $6.38M | 2.93% | −164−0.4% | Reduced |
| Magnolia Capital Advisors LLC | 45,189 | $6.39M | 2.23% | +6,123+15.7% | Added |
| Oxler Private Wealth LLC | 45,218 | $6.40M | 2.82% | +714+1.6% | Added |
| Retirement Solution Inc. | 45,326 | $6.41M | 2.95% | +1,991+4.6% | Added |
| State of Wyoming | 45,421 | $6.43M | 4.13% | +10,857+31.4% | Added |
| Old Port Advisors | 45,289 | $6.43M | 2.33% | −257−0.6% | Reduced |
| High Falls Advisors, Inc | 45,495 | $6.44M | 1.75% | −814−1.8% | Reduced |
| Thompson Investment Management, Inc. | 45,510 | $6.44M | 0.96% | +62+0.1% | Added |
| Coastal Capital Group, Inc. | 45,551 | $6.45M | 1.55% | −66−0.1% | Reduced |
| BW Gestao de Investimentos Ltda. | 45,579 | $6.45M | 2.01% | +4,925+12.1% | Added |
| Spreng Capital Management, Inc. | 45,267 | $6.46M | 4.14% | +754+1.7% | Added |
| Old Dominion Capital Management Inc | 45,729 | $6.47M | 1.38% | +44+0.1% | Added |
| Planning Directions Inc | 45,737 | $6.47M | 4.71% | +394+0.9% | Added |
| East Coast Asset Management, LLC. | 46,098 | $6.52M | 1.53% | +472+1.0% | Added |
| Wolff Wiese Magana LLC | 46,110 | $6.52M | 4.60% | −4,740−9.3% | Reduced |
| New Potomac Partners, LLC | 46,252 | $6.54M | 4.52% | −366−0.8% | Reduced |
| Beck Bode, LLC | 46,266 | $6.55M | 1.83% | −968−2.0% | Reduced |
| Pinpoint Asset Management Ltd | 44,300 | $6.55M | 2.41% | +44,300 | New |
| WD Rutherford LLC | 46,406 | $6.57M | 3.57% | −2,705−5.5% | Reduced |
| Northwest Capital Management Inc | 44,217 | $6.58M | 3.42% | +671+1.5% | Added |
| Amarillo National Bank | 46,484 | $6.58M | 1.37% | −10,318−18.2% | Reduced |
| Financial Sense Advisors, Inc. | 46,576 | $6.59M | 2.21% | +1,896+4.2% | Added |
| Arbor Trust Wealth Advisors, LLC | 46,634 | $6.60M | 4.12% | −1,180−2.5% | Reduced |
| LGT Capital Partners Ltd. | 46,658 | $6.60M | 0.20% | +580+1.3% | Added |
| HYA Advisors, Inc | 46,246 | $6.60M | 2.67% | −344−0.7% | Reduced |
| Beacon Financial Advisory LLC | 46,682 | $6.61M | 3.43% | +1,931+4.3% | Added |
| PDS Planning, Inc | 46,794 | $6.62M | 1.53% | +2,599+5.9% | Added |
| Signet Investment Advisory Group, Inc. | 47,092 | $6.66M | 4.20% | −2,443−4.9% | Reduced |
| Boyd Watterson Asset Management LLC | 47,131 | $6.67M | 2.46% | +1,819+4.0% | Added |
| Essex LLC | 47,132 | $6.67M | 1.85% | +47,132 | New |
| Relyea Zuckerberg Hanson LLC | 47,142 | $6.67M | 2.59% | +3,072+7.0% | Added |
| Old North State Trust, LLC | 47,267 | $6.69M | 5.96% | +127+0.3% | Added |
| Piscataqua Savings Bank | 47,290 | $6.69M | 5.78% | −166−0.3% | Reduced |
| Patron Partners Advisors, LLC | 47,296 | $6.69M | 4.92% | +514+1.1% | Added |
| E&G Advisors, LP | 47,350 | $6.70M | 1.82% | +47,350 | Added |
| Charles Schwab Trust Co | 47,382 | $6.71M | 1.32% | +3,178+7.2% | Added |
| Sonata Capital Group Inc | 47,477 | $6.72M | 3.01% | −497−1.0% | Reduced |
| Cypress Capital, LLC | 47,484 | $6.72M | 0.85% | +14,788+45.2% | Added |
| Brasada Capital Management, LP | 47,510 | $6.72M | 1.32% | +278+0.6% | Added |
| Wealth Alliance Advisory Group, LLC | 47,583 | $6.73M | 3.28% | +334+0.7% | Added |
| TFC Financial Management | 47,825 | $6.77M | 2.24% | −387−0.8% | Reduced |
| Carlson Capital Management | 47,845 | $6.77M | 0.72% | +1,843+4.0% | Added |
| Marshall Financial Group LLC | 47,956 | $6.79M | 3.51% | +421+0.9% | Added |
| IMA Wealth, Inc. | 48,198 | $6.82M | 1.61% | −1,510−3.0% | Reduced |
| Pictet Bank & Trust Ltd | 48,220 | $6.82M | 4.22% | 00.0% | Unchanged |
| Eagle Ridge Investment Management | 48,292 | $6.83M | 0.76% | −1,527−3.1% | Reduced |
| Karani Asset Management LLC | 48,305 | $6.83M | 3.32% | +3,005+6.6% | Added |
| Private Wealth Strategies, L.L.C. | 48,321 | $6.84M | 1.72% | +3,526+7.9% | Added |