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 |
|---|---|---|---|---|---|
| Unio Capital LLC | 48,357 | $6.84M | 3.05% | 00.0% | Unchanged |
| Herald Investment Management Ltd | 48,440 | $6.84M | 1.13% | 00.0% | Unchanged |
| Wealthquest Corp | 48,406 | $6.85M | 1.16% | −522−1.1% | Reduced |
| Davis-Rea Ltd. | 48,445 | $6.86M | 3.35% | −120.0% | Reduced |
| McAdam, LLC | 48,459 | $6.86M | 0.76% | +3,511+7.8% | Added |
| First United Bank Trust | 48,512 | $6.86M | 2.80% | −1,420−2.8% | Reduced |
| Walled Lake Planning & Wealth Management, LLC | 48,558 | $6.87M | 4.24% | +1,762+3.8% | Added |
| Ahrens Investment Partners LLC | 48,610 | $6.88M | 3.28% | −71−0.1% | Reduced |
| Atlas Private Wealth Management | 48,633 | $6.88M | 4.21% | −2,905−5.6% | Reduced |
| Zevenbergen Capital Investments LLC | 48,643 | $6.88M | 0.13% | +213+0.4% | Added |
| US Asset Management LLC | 48,690 | $6.89M | 6.68% | +48,690 | New |
| Kathmere Capital Management, LLC | 48,745 | $6.90M | 1.25% | +3,394+7.5% | Added |
| Apella Capital, LLC | 48,834 | $6.91M | 0.99% | −2,990−5.8% | Reduced |
| Altfest L J & Co Inc | 48,839 | $6.91M | 1.45% | −973−2.0% | Reduced |
| Peak Financial Management, Inc. | 48,992 | $6.93M | 2.35% | +348+0.7% | Added |
| Needham Investment Management LLC | 49,000 | $6.93M | 0.93% | 00.0% | Unchanged |
| Gratus Capital LLC | 49,070 | $6.94M | 0.75% | +651+1.3% | Added |
| StrategIQ Financial Group, LLC | 49,178 | $6.96M | 1.38% | −1,544−3.0% | Reduced |
| Clear Creek Financial Management, LLC | 49,200 | $6.96M | 1.12% | −215−0.4% | Reduced |
| Bradley Mark J. | 49,282 | $6.97M | 4.77% | −2,637−5.1% | Reduced |
| Barber Financial Group, Inc. | 49,302 | $6.98M | 0.90% | +5,409+12.3% | Added |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 49,356 | $6.98M | 1.28% | 00.0% | Unchanged |
| Seelaus Asset Management LLC | 49,417 | $6.99M | 4.09% | −50−0.1% | Reduced |
| Ascension Asset Management LLC | 49,432 | $7.00M | 4.57% | −150−0.3% | Reduced |
| Northside Capital Management, LLC | 49,509 | $7.00M | 1.92% | −1,184−2.3% | Reduced |
| Court Place Advisors, LLC | 49,508 | $7.00M | 2.07% | −80−0.2% | Reduced |
| Childress Capital Advisors, LLC | 49,526 | $7.01M | 2.85% | +7,316+17.3% | Added |
| Waddell & Associates, LLC | 49,590 | $7.02M | 1.19% | +472+1.0% | Added |
| Symmetry Investments LP | 49,600 | $7.02M | 1.65% | +49,600 | New |
| Simon Quick Advisors, LLC | 49,622 | $7.02M | 1.81% | +3,292+7.1% | Added |
| Arlington Partners LLC | 49,621 | $7.02M | 2.02% | +13,565+37.6% | Added |
| Woodard & Co Asset Management Group Inc | 49,840 | $7.05M | 4.35% | −3,698−6.9% | Reduced |
| Bridgeworth, LLC | 49,855 | $7.05M | 1.98% | +2,960+6.3% | Added |
| Eukles Asset Management | 49,922 | $7.06M | 3.87% | +1,399+2.9% | Added |
| Claudia M.P. Batlle, CRP (R) LLC | 49,960 | $7.07M | 3.37% | +5,598+12.6% | Added |
| SCP Investment, LP | 50,000 | $7.08M | 1.98% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 50,015 | $7.08M | 2.03% | +3,823+8.3% | Added |
| Boxwood Ventures, Inc. | 50,056 | $7.08M | 16.51% | +50,056 | New |
| Guinness Atkinson Asset Management Inc | 50,258 | $7.11M | 3.30% | −5,042−9.1% | Reduced |
| Crew Capital Management, Ltd. | 50,268 | $7.11M | 6.62% | +348+0.7% | Added |
| Grace Capital | 48,461 | $7.12M | 4.38% | +1,486+3.2% | Added |
| Hudson Canyon Capital Management | 50,300 | $7.12M | 5.48% | −1,902−3.6% | Reduced |
| Lenox Wealth Advisors, LLC | 50,449 | $7.14M | 0.92% | +1,004+2.0% | Added |
| TSFG, LLC | 50,520 | $7.15M | 2.79% | +220+0.4% | Added |
| Walkner Condon Financial Advisors LLC | 50,594 | $7.16M | 3.52% | +764+1.5% | Added |
| Baker Ellis Asset Management LLC | 50,645 | $7.17M | 1.38% | +1,750+3.6% | Added |
| Cape Ann Savings Bank | 50,778 | $7.18M | 4.65% | −913−1.8% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 47,784 | $7.19M | 2.89% | −148−0.3% | Reduced |
| CNB Bank | 50,966 | $7.21M | 4.33% | +2,048+4.2% | Added |
| RWM Asset Management, LLC | 50,969 | $7.21M | 1.45% | −3,064−5.7% | Reduced |
| Hudson Value Partners, LLC | 51,143 | $7.24M | 3.98% | −3,036−5.6% | Reduced |
| Hollow Brook Wealth Management LLC | 51,146 | $7.24M | 4.48% | −2,481−4.6% | Reduced |
| Cornerstone Capital, Inc. | 51,172 | $7.24M | 0.83% | −1,335−2.5% | Reduced |
| Levy Wealth Management Group, LLC | 51,181 | $7.24M | 3.97% | +606+1.2% | Added |
| Emerald Advisers, LLC | 51,468 | $7.28M | 0.26% | +30.0% | Added |
| Tradewinds Capital Management, LLC | 51,512 | $7.29M | 1.24% | −1,362−2.6% | Reduced |
| Norris Financial Group, LLC | 51,564 | $7.30M | 4.82% | +10,102+24.4% | Added |
| TAP Consulting, LLC | 51,699 | $7.32M | 1.96% | −101−0.2% | Reduced |
| Investment Management of Virginia LLC | 51,759 | $7.32M | 1.41% | −326−0.6% | Reduced |
| New England Investment & Retirement Group, Inc. | 51,779 | $7.33M | 1.69% | −1,814−3.4% | Reduced |
| Chase Investment Counsel Corp | 51,788 | $7.33M | 3.15% | −2,483−4.6% | Reduced |
| Monetta Financial Services Inc | 52,000 | $7.36M | 5.96% | 00.0% | Unchanged |
| DAGCO, Inc. | 52,010 | $7.36M | 3.15% | −429−0.8% | Reduced |
| Cohen Investment Advisors LLC | 52,270 | $7.40M | 5.67% | −792−1.5% | Reduced |
| Analyst IMS Investment Management Services Ltd. | 52,352 | $7.41M | 0.91% | +572+1.1% | Added |
| Godshalk Welsh Capital Management, Inc. | 52,449 | $7.42M | 4.63% | −810−1.5% | Reduced |
| Strong Tower Advisory Services | 52,729 | $7.43M | 4.33% | +52,729 | New |
| White Pine Investment CO | 52,533 | $7.43M | 2.60% | −592−1.1% | Reduced |
| Advanced Asset Management Advisors Inc | 52,729 | $7.46M | 1.60% | −140−0.3% | Reduced |
| Ceera Investments, LLC | 52,804 | $7.47M | 4.11% | +3,704+7.5% | Added |
| Rede Wealth, LLC | 52,824 | $7.47M | 3.98% | +2,592+5.2% | Added |
| Van Leeuwen & Company, LLC | 52,924 | $7.49M | 4.59% | −893−1.7% | Reduced |
| Atticus Wealth Management, LLC | 52,940 | $7.49M | 3.29% | −3,294−5.9% | Reduced |
| Villere St Denis J & Co LLC | 52,940 | $7.49M | 0.44% | −1,905−3.5% | Reduced |
| Hall Private Wealth Advisors | 52,962 | $7.49M | 4.78% | −5,580−9.5% | Reduced |
| Paragon Wealth Strategies, LLC | 53,112 | $7.51M | 2.00% | +1,255+2.4% | Added |
| Planning Alternatives Ltd | 53,234 | $7.53M | 1.24% | −200−0.4% | Reduced |
| Ravenstone Capital Management Inc. | 53,269 | $7.54M | 5.57% | +7,214+15.7% | Added |
| Heartland Bank & Trust Co | 53,321 | $7.54M | 6.50% | +776+1.5% | Added |
| Wescott Financial Advisory Group, LLC | 53,360 | $7.55M | 4.27% | −156−0.3% | Reduced |
| Marino, Stram & Associates LLC | 53,408 | $7.56M | 2.61% | −98,898−64.9% | Reduced |
| Greenline Partners, LLC | 53,474 | $7.57M | 1.58% | +15,578+41.1% | Added |
| Annandale Capital, LLC | 53,493 | $7.57M | 4.56% | +10.0% | Added |
| Pacifica Partners Inc. | 51,627 | $7.58M | 5.52% | +238+0.5% | Added |
| Genesee Capital Advisors, LLC | 53,582 | $7.58M | 3.74% | +53,582 | New |
| Affinity Investment Advisors, LLC | 53,793 | $7.61M | 3.41% | −1,308−2.4% | Reduced |
| Davidson Trust Co | 53,819 | $7.62M | 5.81% | +180.0% | Added |
| First Business Financial Services, Inc. | 53,932 | $7.63M | 0.87% | +1,076+2.0% | Added |
| Opus Investment Management Inc | 54,000 | $7.64M | 1.17% | 00.0% | Unchanged |
| Trinity Legacy Partners, LLC | 54,110 | $7.66M | 2.75% | +1,726+3.3% | Added |
| Acas, LLC | 54,204 | $7.66M | 10.67% | −1,381−2.5% | Reduced |
| Cherry Creek Investment Advisors, Inc. | 54,219 | $7.67M | 5.11% | +1,759+3.4% | Added |
| Affiance Financial, LLC | 54,226 | $7.67M | 3.34% | −1,629−2.9% | Reduced |
| Cambridge Financial Group, Inc. | 54,267 | $7.68M | 3.38% | −330−0.6% | Reduced |
| Fosun International Ltd | 54,196 | $7.69M | 0.39% | +7,846+16.9% | Added |
| Congress Park Capital LLC | 54,364 | $7.69M | 3.94% | +824+1.5% | Added |
| Frank, Rimerman Advisors LLC | 54,450 | $7.70M | 2.98% | −26,509−32.7% | Reduced |
| Seven Eight Capital, LP | 54,506 | $7.71M | 0.74% | +11,775+27.6% | Added |
| Archford Capital Strategies, LLC | 54,584 | $7.72M | 1.82% | −429−0.8% | Reduced |
| Chemung Canal Trust Co | 54,642 | $7.73M | 1.48% | +158+0.3% | Added |