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; 6,151 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 | 6,151 | $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 | 4,404 | $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 |
|---|---|---|---|---|---|
| Optas, LLC | 60,213 | $8.52M | 2.48% | +448+0.7% | Added |
| Jackson Hole Capital Partners, LLC | 60,494 | $8.56M | 2.80% | +1,152+1.9% | Added |
| Atlantic Trust, LLC | 60,557 | $8.57M | 5.43% | +8,101+15.4% | Added |
| Swarthmore Group Inc | 62,673 | $8.58M | 2.22% | 00.0% | Unchanged |
| Holloway Wealth Management, LLC | – | $8.58M | 2.61% | – | – |
| Parkside Investments, LLC | 60,722 | $8.59M | 1.80% | −10,538−14.8% | Reduced |
| WC Walker & Associates, Inc. | 60,718 | $8.59M | 4.60% | −5,410−8.2% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 60,720 | $8.59M | 5.46% | −181−0.3% | Reduced |
| Willis Investment Counsel | 60,728 | $8.59M | 0.49% | +45,442+297.3% | Added |
| Strategy Asset Managers LLC | 60,753 | $8.60M | 1.91% | −83−0.1% | Reduced |
| Beacon Financial Group | 60,206 | $8.60M | 1.19% | +3,457+6.1% | Added |
| Barry Investment Advisors, LLC | 60,778 | $8.60M | 2.38% | −1,135−1.8% | Reduced |
| Integrated Investment Consultants, LLC | 60,785 | $8.60M | 2.52% | +814+1.4% | Added |
| Bourgeon Capital Management LLC | 60,826 | $8.61M | 1.84% | −2,966−4.6% | Reduced |
| Covenant Multifamily Offices, LLC | 61,007 | $8.61M | 1.55% | +381+0.6% | Added |
| Exeter Financial, LLC | 60,900 | $8.62M | 5.15% | −1,307−2.1% | Reduced |
| Wolf Group Capital Advisors | 60,905 | $8.62M | 4.70% | −1,170−1.9% | Reduced |
| Riverpark Capital Management LLC | 60,920 | $8.62M | 3.05% | −3,831−5.9% | Reduced |
| Clearwater Capital Advisors, LLC | 60,932 | $8.62M | 1.00% | +276+0.5% | Added |
| Kesler, Norman & Wride, LLC | 60,963 | $8.63M | 2.03% | +165+0.3% | Added |
| Sculati Wealth Management, LLC | 61,019 | $8.63M | 4.57% | −339−0.6% | Reduced |
| 1623 Capital LLC | 61,032 | $8.64M | 3.64% | 00.0% | Unchanged |
| Onyx Bridge Wealth Group LLC | 58,956 | $8.64M | 3.25% | +1,665+2.9% | Added |
| LBMC Investment Advisors, LLC | 57,977 | $8.65M | 0.81% | 00.0% | Unchanged |
| Permanens Capital L.P. | 61,183 | $8.66M | 1.57% | −401−0.7% | Reduced |
| Mycio Wealth Partners, LLC | 61,381 | $8.69M | 3.19% | +54,773+828.9% | Added |
| Atlas Capital Advisors LLC | 61,420 | $8.69M | 1.39% | −1,400−2.2% | Reduced |
| Peninsula Asset Management Inc | 61,514 | $8.70M | 4.47% | +1,562+2.6% | Added |
| Legacy Financial Advisors, Inc. | 61,524 | $8.71M | 2.13% | +3,935+6.8% | Added |
| Lafayette Investments, Inc. | 61,577 | $8.71M | 2.36% | −929−1.5% | Reduced |
| Global Trust Asset Management, LLC | 61,599 | $8.72M | 3.90% | +2,980+5.1% | Added |
| Wealth Management Partners, LLC | 61,611 | $8.72M | 6.46% | −1,155−1.8% | Reduced |
| Ayalon Holdings Ltd. | 61,152 | $8.72M | 3.14% | +2,234+3.8% | Added |
| Newport Wealth Strategies, Inc. | 61,836 | $8.75M | 5.29% | −1,640−2.6% | Reduced |
| Highland Private Wealth Management | 61,878 | $8.76M | 1.24% | −6,264−9.2% | Reduced |
| Rinet Co LLC | 61,892 | $8.76M | 1.65% | +134+0.2% | Added |
| Eagle Capital Management, LLC | 62,025 | $8.78M | 2.38% | −6,317−9.2% | Reduced |
| Bogart Wealth, LLC | 62,116 | $8.79M | 0.89% | +7,734+14.2% | Added |
| Chapman Investment Management, LLC | 62,335 | $8.82M | 4.58% | +8,111+15.0% | Added |
| Compton Wealth Advisory Group, LLC | 62,354 | $8.82M | 4.14% | −2,311−3.6% | Reduced |
| Advisory Alpha, LLC | 62,358 | $8.82M | 0.61% | +10,990+21.4% | Added |
| Gibraltar Capital Management, Inc. | 62,393 | $8.83M | 4.49% | +3,467+5.9% | Added |
| Capital Advantage, Inc. | 62,499 | $8.84M | 2.39% | −886−1.4% | Reduced |
| Aurora Investment Managers, LLC. | 62,586 | $8.86M | 9.00% | −2,736−4.2% | Reduced |
| Vivaldi Capital Management, LLC | 62,627 | $8.86M | 1.92% | −103−0.2% | Reduced |
| Baldrige Asset Management LLC | 62,752 | $8.88M | 3.70% | −1,083−1.7% | Reduced |
| Investment Partners, Ltd. | 62,774 | $8.88M | 4.04% | +200.0% | Added |
| Studio Investment Management LLC | 62,929 | $8.90M | 3.82% | +62,929 | New |
| Roman Butler Fullerton & Co | 60,884 | $8.92M | 4.16% | −1,236−2.0% | Reduced |
| Solitude Financial Services | 63,081 | $8.93M | 6.15% | −10,342−14.1% | Reduced |
| Sage Rhino Capital LLC | 63,151 | $8.94M | 2.72% | −459−0.7% | Reduced |
| IMS Capital Management | 63,152 | $8.94M | 5.17% | +260.0% | Added |
| Sugarloaf Wealth Management, LLC | 63,238 | $8.95M | 2.36% | −1,881−2.9% | Reduced |
| Financial Perspectives, Inc | 63,286 | $8.96M | 4.51% | +1,753+2.8% | Added |
| MV Capital Management, Inc. | 63,423 | $8.97M | 1.48% | +3,133+5.2% | Added |
| Boston Research & Management Inc | 63,463 | $8.98M | 2.67% | −585−0.9% | Reduced |
| Peninsula Wealth, LLC | 63,499 | $8.98M | 2.85% | +3,516+5.9% | Added |
| Blue Edge Capital, LLC | 63,511 | $8.99M | 1.88% | +207+0.3% | Added |
| Oarsman Capital, Inc. | 63,554 | $8.99M | 3.64% | −5,318−7.7% | Reduced |
| Murphy Pohlad Asset Management LLC | 63,606 | $9.00M | 3.68% | −200−0.3% | Reduced |
| Cottage Street Advisors LLC | 63,694 | $9.01M | 6.06% | +170+0.3% | Added |
| Insight Wealth Strategies, LLC | 63,708 | $9.02M | 1.27% | −1,795−2.7% | Reduced |
| Castle Rock Wealth Management, LLC | 59,986 | $9.02M | 3.09% | −479−0.8% | Reduced |
| Columbia Trust Co 01012016 | 63,795 | $9.03M | 4.77% | +1,033+1.6% | Added |
| Clarkston Capital Partners, LLC | 63,903 | $9.04M | 0.16% | +1,192+1.9% | Added |
| Lumina Fund Management LLC | 64,000 | $9.06M | 4.22% | 00.0% | Unchanged |
| Ellevest, Inc. | 64,066 | $9.06M | 0.88% | +8,429+15.1% | Added |
| WealthBridge Capital Management, LLC | 64,161 | $9.08M | 3.39% | −727−1.1% | Reduced |
| Private Capital Group, LLC | 64,177 | $9.08M | 2.04% | +1,979+3.2% | Added |
| Founders Capital Management | 64,398 | $9.11M | 6.25% | −7,135−10.0% | Reduced |
| TRH Financial, LLC | 64,394 | $9.11M | 3.59% | +6,768+11.7% | Added |
| Sage Mountain Advisors LLC | 64,472 | $9.12M | 1.33% | +54+0.1% | Added |
| Andesa Financial Management Inc. | 64,533 | $9.13M | 4.96% | −60,986−48.6% | Reduced |
| Bruderman Asset Management, LLC | 64,596 | $9.14M | 2.30% | +1,565+2.5% | Added |
| Antonetti Capital Management LLC | 64,842 | $9.18M | 7.48% | +64,842 | New |
| Family Capital Trust Co | 64,896 | $9.18M | 2.62% | −93−0.1% | Reduced |
| Alhambra Investment Partners LLC | 64,909 | $9.19M | 7.02% | −677−1.0% | Reduced |
| Cambridge Advisors Inc. | 65,033 | $9.20M | 2.24% | −1,189−1.8% | Reduced |
| Towercrest Capital Management | 65,054 | $9.21M | 1.74% | +4,660+7.7% | Added |
| NWK Group, Inc. | 65,084 | $9.21M | 3.66% | +1,194+1.9% | Added |
| WSFS Capital Management, LLC | 65,104 | $9.21M | 4.18% | −5,070−7.2% | Reduced |
| NatWest Group plc | 65,138 | $9.22M | 4.95% | −763−1.2% | Reduced |
| Pure Financial Advisors, Inc. | 65,143 | $9.22M | 0.71% | +4,672+7.7% | Added |
| Game Plan Financial Advisors, LLC | 65,174 | $9.22M | 5.50% | −1,354−2.0% | Reduced |
| Excalibur Management Corp | 65,205 | $9.23M | 4.04% | −1,616−2.4% | Reduced |
| McMillion Capital Management Inc | 65,359 | $9.25M | 5.44% | −2,085−3.1% | Reduced |
| BCJ Capital Management, LLC | 65,431 | $9.26M | 0.96% | −1,105−1.7% | Reduced |
| Fernwood Investment Management, LLC | 65,432 | $9.26M | 3.18% | 00.0% | Unchanged |
| Gs Investments, Inc. | 65,497 | $9.27M | 4.85% | +65,497 | New |
| Highlander Capital Management, LLC | 65,511 | $9.27M | 4.70% | −200−0.3% | Reduced |
| Socorro Asset Management LP | 65,534 | $9.27M | 2.61% | +2,422+3.8% | Added |
| Delta Investment Management, LLC | 65,557 | $9.28M | 2.92% | −157−0.2% | Reduced |
| Menlo Advisors LLC | 65,693 | $9.29M | 4.91% | −42−0.1% | Reduced |
| DFPG Investments, LLC | 64,669 | $9.30M | 3.52% | +8,397+14.9% | Added |
| Wealth Advisory Solutions, LLC | 65,861 | $9.32M | 2.07% | +582+0.9% | Added |
| Riverbridge Partners LLC | 66,138 | $9.36M | 0.09% | −200−0.3% | Reduced |
| Jupiter Wealth Management LLC | 63,329 | $9.37M | 4.42% | +2,000+3.3% | Added |
| Headinvest, LLC | 66,554 | $9.42M | 1.79% | −1,812−2.7% | Reduced |
| WNY Asset Management, LLC | 66,563 | $9.42M | 3.25% | +2,460+3.8% | Added |
| Corbenic Partners LLC | 66,555 | $9.42M | 2.28% | +4,872+7.9% | Added |