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 |
|---|---|---|---|---|---|
| Wealth Dimensions Group, Ltd. | 66,557 | $9.42M | 6.03% | +3,577+5.7% | Added |
| Fairfield, Bush & Co. | 66,560 | $9.42M | 3.06% | −81,667−55.1% | Reduced |
| S.E.E.D. Planning Group LLC | 66,693 | $9.44M | 4.45% | −2,827−4.1% | Reduced |
| Wimmer Associates 1, LLC | 66,734 | $9.44M | 5.60% | −4,384−6.2% | Reduced |
| Spirit of America Management Corp | 66,832 | $9.46M | 2.04% | −1,750−2.6% | Reduced |
| Trust Investment Advisors | 66,854 | $9.46M | 8.46% | −2,904−4.2% | Reduced |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 66,913 | $9.47M | 0.68% | 00.0% | Unchanged |
| Olstein Capital Management, L.P. | 67,000 | $9.48M | 1.16% | −8,000−10.7% | Reduced |
| Glen Eagle Advisors, LLC | 67,012 | $9.48M | 2.74% | +312+0.5% | Added |
| Harbour Investment Management LLC | 67,036 | $9.49M | 4.81% | −1,540−2.2% | Reduced |
| Aft, Forsyth & Company, Inc. | 67,080 | $9.49M | 5.11% | −1,115−1.6% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 67,095 | $9.49M | 0.25% | +21,898+48.5% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 67,163 | $9.50M | 3.12% | +80.0% | Added |
| Charter Oak Capital Management, LLC | 67,303 | $9.52M | 1.19% | −868−1.3% | Reduced |
| Citizens & Northern Corp | 67,319 | $9.53M | 3.66% | −2,083−3.0% | Reduced |
| Montgomery Investment Management Inc | 67,360 | $9.53M | 3.56% | +1,200+1.8% | Added |
| Sierra Capital LLC | 67,501 | $9.55M | 1.61% | +160.0% | Added |
| Bell & Brown Wealth Advisors, LLC | 67,544 | $9.56M | 5.15% | +67,544 | New |
| Shulman DeMeo Asset Management LLC | 67,584 | $9.56M | 8.30% | +67,584 | New |
| Bay Rivers Group | 67,608 | $9.57M | 6.50% | +1,196+1.8% | Added |
| Pflug Koory, LLC | 67,618 | $9.57M | 5.23% | −992−1.4% | Reduced |
| David R. Rahn & Associates Inc. | 67,620 | $9.57M | 5.37% | +11,887+21.3% | Added |
| Sitrin Capital Management LLC | 67,667 | $9.57M | 4.58% | −221−0.3% | Reduced |
| Hartford Financial Management Inc. | 67,725 | $9.58M | 2.44% | −1,163−1.7% | Reduced |
| Baxter Bros Inc | 67,896 | $9.61M | 1.54% | +513+0.8% | Added |
| Almanack Investment Partners, LLC. | 67,924 | $9.61M | 0.85% | +7,011+11.5% | Added |
| Financial Management Network Inc | 69,183 | $9.63M | 4.88% | +582+0.8% | Added |
| Hall Laurie J Trustee | 68,081 | $9.63M | 3.72% | −370−0.5% | Reduced |
| Burke & Herbert Bank & Trust Co | 68,134 | $9.64M | 6.23% | −190−0.3% | Reduced |
| White Pine Capital LLC | 68,170 | $9.65M | 2.96% | −400−0.6% | Reduced |
| Fairhaven Wealth Management, LLC | 68,184 | $9.65M | 3.97% | +778+1.2% | Added |
| Orleans Capital Management Corp | 68,301 | $9.66M | 6.17% | −300.0% | Reduced |
| St. Johns Investment Management Company, LLC | 68,441 | $9.68M | 5.33% | −298−0.4% | Reduced |
| Boothbay Fund Management, LLC | 68,542 | $9.70M | 0.39% | +26,928+64.7% | Added |
| Soundwatch Capital LLC | 68,547 | $9.70M | 2.64% | +68,547 | New |
| Clear Perspective Advisors, LLC | 68,641 | $9.71M | 3.32% | +6,452+10.4% | Added |
| Howard Financial Services, Ltd. | 68,651 | $9.71M | 3.64% | −2,763−3.9% | Reduced |
| NVWM, LLC | 68,657 | $9.71M | 3.49% | −4,651−6.3% | Reduced |
| JT Stratford LLC | 68,695 | $9.72M | 2.98% | +212+0.3% | Added |
| Orion Capital Management LLC | 68,991 | $9.76M | 5.92% | −1,053−1.5% | Reduced |
| Exchange Traded Concepts, LLC | 69,026 | $9.77M | 0.25% | −26,012−27.4% | Reduced |
| Martin & Co Inc | 69,169 | $9.79M | 2.30% | +5,324+8.3% | Added |
| Banta Asset Management LP | 71,484 | $9.79M | 9.44% | 00.0% | Unchanged |
| Cim Investment Mangement Inc | 69,246 | $9.80M | 3.08% | −357−0.5% | Reduced |
| Horizon Investment Services, LLC | 69,263 | $9.80M | 4.83% | −4,656−6.3% | Reduced |
| Alaethes Wealth LLC | 69,323 | $9.81M | 7.13% | −1,168−1.7% | Reduced |
| Bray Capital Advisors | 69,395 | $9.82M | 2.52% | −506−0.7% | Reduced |
| RPg Family Wealth Advisory, LLC | 69,404 | $9.82M | 4.14% | +5,868+9.2% | Added |
| Bellevue Asset Management, LLC | 68,894 | $9.83M | 6.02% | −808−1.2% | Reduced |
| Nicola Wealth Management Ltd. | 69,500 | $9.83M | 1.01% | −22,000−24.0% | Reduced |
| Core Alternative Capital | 69,673 | $9.86M | 2.10% | +6,608+10.5% | Added |
| Stolper Co | 69,800 | $9.88M | 4.72% | −522−0.7% | Reduced |
| Abbot Financial Management, Inc. | 69,829 | $9.88M | 4.49% | +50+0.1% | Added |
| Markston International LLC | 69,839 | $9.88M | 9.25% | −34,820−33.3% | Reduced |
| Hixon Zuercher, LLC | 69,845 | $9.88M | 5.78% | +473+0.7% | Added |
| Ally Financial Inc. | 70,000 | $9.90M | 0.97% | −30,000−30.0% | Reduced |
| VeraBank, N.A. | 70,036 | $9.91M | 5.61% | +1,417+2.1% | Added |
| Arkfeld Wealth Strategies, L.L.C. | 69,360 | $9.91M | 5.96% | +282+0.4% | Added |
| Golden Green, Inc. | 70,153 | $9.93M | 7.75% | −11,650−14.2% | Reduced |
| Gries Financial LLC | 70,195 | $9.93M | 3.12% | −3,688−5.0% | Reduced |
| Iron Financial, LLC | 70,216 | $9.94M | 4.77% | +87+0.1% | Added |
| All Terrain Financial Advisors, LLC | 70,222 | $9.94M | 4.57% | −11,476−14.0% | Reduced |
| Allen Capital Group, LLC | 70,283 | $9.95M | 2.03% | +383+0.5% | Added |
| Cheviot Value Management, LLC | 70,343 | $9.95M | 2.56% | −2,489−3.4% | Reduced |
| Peoples Financial Services Corp. | 70,493 | $9.97M | 4.21% | −1,534−2.1% | Reduced |
| Keudell/Morrison Wealth Management | 70,547 | $9.98M | 4.29% | −490−0.7% | Reduced |
| Cahill Financial Advisors Inc | 70,549 | $9.98M | 2.05% | −831−1.2% | Reduced |
| Rock Point Advisors, LLC | 70,581 | $9.99M | 2.92% | −1,605−2.2% | Reduced |
| Strategic Investment Advisors | 70,604 | $9.99M | 2.19% | +2,447+3.6% | Added |
| Capital International Ltd | 70,927 | $10.0M | 0.55% | −918−1.3% | Reduced |
| Aevitas Wealth Management, Inc. | 70,962 | $10.0M | 6.41% | −225−0.3% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 70,968 | $10.0M | 7.23% | +2,581+3.8% | Added |
| Indiana Trust & Investment Management CO | 71,109 | $10.1M | 5.06% | −4,545−6.0% | Reduced |
| Stelac Advisory Services LLC | 71,124 | $10.1M | 2.70% | −6,033−7.8% | Reduced |
| UMA Financial Services, Inc. | 69,515 | $10.1M | 2.77% | +350+0.5% | Added |
| Plancorp, LLC | 71,190 | $10.1M | 0.70% | +2,763+4.0% | Added |
| MA Private Wealth | 71,213 | $10.1M | 1.98% | +84+0.1% | Added |
| Platte River Wealth Advisors, LLC | 71,304 | $10.1M | 3.74% | −1,188−1.6% | Reduced |
| Mezzasalma Advisors, LLC | 71,340 | $10.1M | 5.67% | +4,050+6.0% | Added |
| Harbor Advisory Corp | 71,352 | $10.1M | 4.38% | −680−0.9% | Reduced |
| WealthBridge Investment Counsel Inc. | 71,413 | $10.1M | 4.54% | −2,394−3.2% | Reduced |
| Legacy Wealth Management, LLC | 71,606 | $10.1M | 5.42% | +108+0.2% | Added |
| Capital Insight Partners, LLC | 71,825 | $10.2M | 2.22% | −1,213−1.7% | Reduced |
| Founders Financial Securities LLC | 71,932 | $10.2M | 2.05% | +785+1.1% | Added |
| Gables Capital Management Inc. | 71,936 | $10.2M | 6.64% | −955−1.3% | Reduced |
| Alps Advisors Inc | 72,007 | $10.2M | 0.10% | −2,901−3.9% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 72,102 | $10.2M | 8.80% | −149−0.2% | Reduced |
| Miramar Capital, LLC | 72,257 | $10.2M | 4.08% | +1,705+2.4% | Added |
| Cardinal Capital Management | 72,273 | $10.2M | 2.21% | −1,241−1.7% | Reduced |
| High Note Wealth, LLC | 72,325 | $10.2M | 3.69% | +809+1.1% | Added |
| Heron Bay Capital Management | 72,369 | $10.2M | 5.29% | +679+0.9% | Added |
| Newbridge Financial Services Group, Inc. | 72,510 | $10.3M | 6.41% | +10,370+16.7% | Added |
| Armstrong Henry H Associates Inc | 72,568 | $10.3M | 1.19% | +187+0.3% | Added |
| Credential Qtrade Securities Inc. | 72,690 | $10.3M | 0.80% | +2,109+3.0% | Added |
| Cliftonlarsonallen Wealth Advisors, LLC | 72,853 | $10.3M | 0.40% | −14,096−16.2% | Reduced |
| Magnus Financial Group LLC | 72,968 | $10.3M | 2.19% | −542−0.7% | Reduced |
| Mosaic Family Wealth, LLC | 73,289 | $10.4M | 2.87% | −1,714−2.3% | Reduced |
| Force Hill Capital Management LP | 73,300 | $10.4M | 2.56% | +73,300 | New |
| DeDora Capital, Inc. | 73,341 | $10.4M | 4.51% | +2,266+3.2% | Added |
| American Investment Services, Inc. | 73,522 | $10.4M | 2.33% | −1,762−2.3% | Reduced |