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 |
|---|---|---|---|---|---|
| Marks Group Wealth Management, Inc | 54,605 | $7.73M | 1.05% | +16,778+44.4% | Added |
| West Family Investments, Inc. | 54,659 | $7.73M | 2.05% | +4,513+9.0% | Added |
| Centerpoint Advisors, LLC | 54,742 | $7.75M | 3.69% | −10,365−15.9% | Reduced |
| N.E.W. Advisory Services LLC | 54,781 | $7.75M | 1.26% | +512+0.9% | Added |
| Wealth Advisors of Tampa Bay, LLC | 54,843 | $7.76M | 4.29% | −2,798−4.9% | Reduced |
| NovaPoint Capital, LLC | 54,880 | $7.77M | 3.12% | +5,539+11.2% | Added |
| Bonness Enterprises Inc | 54,940 | $7.77M | 3.96% | 00.0% | Unchanged |
| jvl associates llc | 54,954 | $7.78M | 5.36% | −168−0.3% | Reduced |
| Family Legacy, Inc. | 54,447 | $7.78M | 3.50% | −416−0.8% | Reduced |
| Legacy Advisors, LLC | 55,041 | $7.79M | 3.11% | +170+0.3% | Added |
| Vigilare Wealth Management | 55,060 | $7.79M | 4.82% | +1,448+2.7% | Added |
| Royal Fund Management, LLC | 55,177 | $7.81M | 1.26% | +4,402+8.7% | Added |
| Delta Asset Management LLC | 55,201 | $7.81M | 0.75% | +423+0.8% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 55,232 | $7.82M | 3.93% | −1,739−3.1% | Reduced |
| Waycross Partners, LLC | 55,256 | $7.82M | 4.92% | −15,250−21.6% | Reduced |
| Old Point Trust & Financial Services N A | 55,257 | $7.82M | 3.49% | −590−1.1% | Reduced |
| Stansberry Asset Management, LLC | 55,485 | $7.85M | 1.58% | +832+1.5% | Added |
| Summit Financial Strategies, Inc. | 55,489 | $7.85M | 1.63% | +132+0.2% | Added |
| Nkcfo LLC | 55,600 | $7.87M | 2.63% | 00.0% | Unchanged |
| Keel Point, LLC | 55,646 | $7.87M | 1.09% | −419−0.7% | Reduced |
| Wambolt & Associates, LLC | 123,829 | $7.89M | 3.16% | +69,348+127.3% | Added |
| Quest Capital Management Inc | 55,790 | $7.89M | 1.55% | −5,293−8.7% | Reduced |
| D.B. Root & Company, LLC | 55,814 | $7.90M | 3.08% | −1,375−2.4% | Reduced |
| Chesapeake Wealth Management | 55,857 | $7.90M | 2.83% | −4,920−8.1% | Reduced |
| CX Institutional | 55,914 | $7.91M | 0.65% | −157−0.3% | Reduced |
| Cascadia Advisory Services, LLC | 56,003 | $7.92M | 1.61% | +205+0.4% | Added |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 56,056 | $7.93M | 3.18% | −56,711−50.3% | Reduced |
| Atlas Private Wealth Advisors | 56,057 | $7.93M | 4.14% | +650+1.2% | Added |
| Garner Asset Management Corp | 56,219 | $7.96M | 3.73% | −269−0.5% | Reduced |
| Aldebaran Financial Inc. | 56,271 | $7.96M | 6.84% | +214+0.4% | Added |
| Arbor Investment Advisors, LLC | 56,354 | $7.97M | 1.61% | −824−1.4% | Reduced |
| Satovsky Asset Management LLC | 56,423 | $7.98M | 5.96% | +34+0.1% | Added |
| Tanaka Capital Management Inc | 56,439 | $7.99M | 11.39% | −3,180−5.3% | Reduced |
| Port Capital LLC | 56,518 | $8.00M | 0.40% | +16,897+42.6% | Added |
| Investors Financial Group, LLC | 56,567 | $8.00M | 4.23% | −1,513−2.6% | Reduced |
| REDW Wealth LLC | 56,587 | $8.01M | 2.55% | −137−0.2% | Reduced |
| Norway Savings Bank | 56,684 | $8.02M | 3.78% | −917−1.6% | Reduced |
| Point72 Hong Kong Ltd | 56,692 | $8.02M | 0.62% | +33,397+143.4% | Added |
| Clarus Group, Inc. | 56,775 | $8.03M | 5.55% | −454−0.8% | Reduced |
| Invst, LLC | 56,821 | $8.04M | 1.27% | +1,300+2.3% | Added |
| Marathon Capital Management | 56,831 | $8.04M | 1.83% | +14,933+35.6% | Added |
| Austin Private Wealth, LLC | 56,872 | $8.05M | 1.74% | −62−0.1% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 56,919 | $8.05M | 4.43% | −2,246−3.8% | Reduced |
| Investment Advisory Services Inc | 56,999 | $8.06M | 4.94% | −106−0.2% | Reduced |
| Palmer Knight Co | 57,055 | $8.07M | 4.21% | +1,456+2.6% | Added |
| Curtis Advisory Group, LLC | 57,186 | $8.09M | 2.94% | −223−0.4% | Reduced |
| Valley Brook Capital Group | 57,204 | $8.09M | 8.02% | −1,437−2.5% | Reduced |
| Clark Financial Services Group Inc | 57,214 | $8.10M | 6.23% | +5,455+10.5% | Added |
| Legato Capital Management LLC | 57,236 | $8.10M | 1.53% | −9,085−13.7% | Reduced |
| Noesis Capital Mangement Corp | 57,442 | $8.13M | 1.59% | +446+0.8% | Added |
| Private Capital Management LLC | 57,473 | $8.13M | 3.33% | +6,799+13.4% | Added |
| ExodusPoint Capital Management, LP | 57,494 | $8.13M | 0.12% | +17,781+44.8% | Added |
| Modus Advisors, LLC | 57,528 | $8.14M | 3.52% | −1,401−2.4% | Reduced |
| Texas Capital Bancshares Inc | 57,534 | $8.14M | 5.69% | 00.0% | Unchanged |
| JB Capital LLC | 57,546 | $8.14M | 1.05% | +57,546 | New |
| Parisi Gray Wealth Management | 57,096 | $8.14M | 3.37% | −351−0.6% | Reduced |
| Aj Wealth Strategies, LLC | 57,631 | $8.15M | 0.44% | +2,541+4.6% | Added |
| Central Asset Investments & Management Holdings (HK) Ltd | 57,785 | $8.18M | 4.77% | −9,290−13.9% | Reduced |
| Armstrong Shaw Associates Inc | 57,807 | $8.18M | 7.15% | 00.0% | Unchanged |
| Paradiem, LLC | 54,592 | $8.19M | 2.44% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 57,910 | $8.19M | 4.45% | +422+0.7% | Added |
| Signature Wealth Management Partners, LLC | 57,930 | $8.20M | 7.43% | +1,286+2.3% | Added |
| Boyer & Corporon Wealth Management, LLC | 57,982 | $8.21M | 2.45% | +150+0.3% | Added |
| Unified Trust Company, N.A. | 58,013 | $8.21M | 2.42% | −169−0.3% | Reduced |
| Keebeck Wealth Management, LLC | 58,087 | $8.22M | 1.62% | −2,123−3.5% | Reduced |
| Searcy Financial Services Inc | 58,119 | $8.22M | 5.02% | −90−0.2% | Reduced |
| Truepoint, Inc. | 58,208 | $8.24M | 0.41% | +10,671+22.4% | Added |
| Timber Creek Capital Management LLC | 58,230 | $8.24M | 2.61% | −229−0.4% | Reduced |
| Private Portfolio Partners LLC | 58,228 | $8.24M | 2.35% | +1,496+2.6% | Added |
| Institutional & Family Asset Management, LLC | 58,275 | $8.25M | 1.33% | −2,717−4.5% | Reduced |
| HC Financial Advisors Inc | 58,292 | $8.25M | 4.95% | −489−0.8% | Reduced |
| Tortoise Investment Management, LLC | 58,338 | $8.26M | 1.67% | +1,168+2.0% | Added |
| Vectors Research Management, LLC | 58,412 | $8.27M | 1.95% | −37−0.1% | Reduced |
| HNP Capital LLC | 58,412 | $8.27M | 2.07% | −37−0.1% | Reduced |
| Portland Global Advisors LLC | 58,422 | $8.27M | 1.53% | −712−1.2% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 58,573 | $8.29M | 2.62% | −532−0.9% | Reduced |
| Laird Norton Trust Company, LLC | 58,580 | $8.29M | 0.85% | +4,114+7.6% | Added |
| Hohimer Wealth Management, LLC | 58,612 | $8.29M | 1.74% | −1,782−3.0% | Reduced |
| Inspirion Wealth Advisors, LLC | 58,666 | $8.30M | 1.91% | +2,566+4.6% | Added |
| RMR Wealth Builders | 58,672 | $8.30M | 2.44% | +4,568+8.4% | Added |
| McMahon Financial Advisors, LLC | 58,884 | $8.33M | 3.83% | +698+1.2% | Added |
| Kingfisher Capital LLC | 58,902 | $8.33M | 2.16% | +1,138+2.0% | Added |
| Clarus Wealth Advisors | 59,162 | $8.35M | 5.14% | −747−1.2% | Reduced |
| Greystone Financial Group, LLC | 59,168 | $8.37M | 2.49% | −19,333−24.6% | Reduced |
| M. Kulyk & Associates, LLC | 59,167 | $8.37M | 2.68% | +1,820+3.2% | Added |
| Meridian Investment Counsel Inc. | 59,176 | $8.37M | 3.04% | −1,784−2.9% | Reduced |
| Freed Investment Group | 59,199 | $8.38M | 6.39% | +2,489+4.4% | Added |
| Connable Office Inc | 59,245 | $8.38M | 1.22% | −3,795−6.0% | Reduced |
| HBW Advisory Services LLC | 59,280 | $8.39M | 2.17% | +934+1.6% | Added |
| Windsor Group LTD | 58,868 | $8.40M | 1.76% | +3,569+6.5% | Added |
| AAFMAA Wealth Management & Trust LLC | 59,515 | $8.42M | 4.00% | +15,634+35.6% | Added |
| Bank of Stockton | 59,560 | $8.43M | 2.58% | −1,075−1.8% | Reduced |
| Shepherd Kaplan Krochuk, LLC | 59,872 | $8.47M | 3.15% | +898+1.5% | Added |
| Eastover Investment Advisors LLC | 59,886 | $8.47M | 5.52% | −982−1.6% | Reduced |
| Coastal Bridge Advisors, LLC | 59,981 | $8.49M | 1.96% | −1,240−2.0% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 60,000 | $8.49M | 2.31% | 00.0% | Unchanged |
| Ballast, Inc. | 60,051 | $8.50M | 3.58% | −337−0.6% | Reduced |
| Leuthold Group, LLC | 60,048 | $8.50M | 1.04% | +320+0.5% | Added |
| Strategic Wealth Partners, Ltd. | 60,050 | $8.50M | 2.50% | +5,154+9.4% | Added |
| Freedom Day Solutions, LLC | 60,134 | $8.51M | 3.98% | −1,434−2.3% | Reduced |