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 |
|---|---|---|---|---|---|
| Paradigm Financial Partners, LLC | 72,692 | $10.4M | 2.47% | +450+0.6% | Added |
| Lowell Blake & Associates Inc. | 73,662 | $10.4M | 4.84% | +509+0.7% | Added |
| Fuller & Thaler Asset Management, Inc. | 73,799 | $10.4M | 0.07% | −5,000−6.3% | Reduced |
| Enterprise Bank & Trust Co | 73,842 | $10.4M | 4.12% | +667+0.9% | Added |
| Delta Financial Advisors LLC | 73,938 | $10.5M | 4.66% | −544−0.7% | Reduced |
| Lee Financial Co | 74,084 | $10.5M | 2.17% | +6,447+9.5% | Added |
| New Capital Management LP | 73,828 | $10.5M | 5.77% | +73,828 | New |
| McLean Asset Management Corp | 70,362 | $10.5M | 4.03% | −309−0.4% | Reduced |
| Little House Capital LLC | 74,443 | $10.5M | 6.18% | −4,218−5.4% | Reduced |
| North Growth Management Ltd. | 74,000 | $10.5M | 1.86% | 00.0% | Unchanged |
| Cable Hill Partners, LLC | 74,487 | $10.5M | 2.54% | +2,898+4.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 74,488 | $10.5M | 2.34% | +74,488 | New |
| Xcel Wealth Management, LLC | 74,654 | $10.6M | 3.06% | −2,086−2.7% | Reduced |
| Riggs Asset Managment Co. Inc. | 74,676 | $10.6M | 3.19% | +120+0.2% | Added |
| Morse Asset Management, Inc | 74,684 | $10.6M | 2.52% | +744+1.0% | Added |
| Hourglass Capital, LLC | 74,787 | $10.6M | 2.88% | −44,694−37.4% | Reduced |
| Chronos Wealth Management, LLC | 74,812 | $10.6M | 7.20% | −3,203−4.1% | Reduced |
| Bessemer Securities LLC | 75,042 | $10.6M | 3.62% | +14,238+23.4% | Added |
| Foundations Investment Advisors, LLC | 75,410 | $10.6M | 0.46% | +19,274+34.3% | Added |
| Baugh & Associates, LLC | 75,238 | $10.6M | 6.52% | −149−0.2% | Reduced |
| Brick & Kyle, Associates | 76,410 | $10.7M | 5.43% | +398+0.5% | Added |
| Patriot Investment Management Inc. | 75,743 | $10.7M | 0.97% | +852+1.1% | Added |
| Intelligence Driven Advisers, LLC | 76,010 | $10.7M | 2.41% | −3,690−4.6% | Reduced |
| Eidelman Virant Capital | 75,160 | $10.7M | 4.15% | −3,774−4.8% | Reduced |
| Leisure Capital Management | 75,828 | $10.7M | 5.78% | +181+0.2% | Added |
| Independence Bank of Kentucky | 75,885 | $10.7M | 4.64% | −2,774−3.5% | Reduced |
| Birch Capital Management, LLC | 75,934 | $10.7M | 7.30% | −1,010−1.3% | Reduced |
| River & Mercantile Asset Management LLP | 76,070 | $10.8M | 0.84% | −53,815−41.4% | Reduced |
| Aurora Private Wealth, Inc. | 76,066 | $10.8M | 4.37% | −24,738−24.5% | Reduced |
| Roof Eidam & Maycock | 76,140 | $10.8M | 3.96% | −367−0.5% | Reduced |
| Sawyer & Company, Inc | 76,204 | $10.8M | 5.09% | −1,330−1.7% | Reduced |
| Stokes Capital Advisors, LLC | 76,227 | $10.8M | 3.48% | −1,657−2.1% | Reduced |
| FLC Capital Advisors | 76,271 | $10.8M | 3.18% | +663+0.9% | Added |
| Ifrah Financial Services, Inc. | 76,280 | $10.8M | 3.10% | −124−0.2% | Reduced |
| CMT Capital Markets Trading GmbH | 75,663 | $10.8M | 4.09% | +75,663 | New |
| Somerset Trust Co | 76,458 | $10.8M | 4.42% | −878−1.1% | Reduced |
| Poehling Capital Management, LLC | 76,581 | $10.8M | 3.66% | −237−0.3% | Reduced |
| Clarity Financial LLC | 76,602 | $10.8M | 2.02% | +10,101+15.2% | Added |
| Bridge Creek Capital Management LLC | 76,686 | $10.9M | 4.04% | +1,487+2.0% | Added |
| Manchester Financial Inc | 76,737 | $10.9M | 4.16% | −3,878−4.8% | Reduced |
| LeJeune Puetz Investment Counsel LLC | 76,783 | $10.9M | 3.95% | +6,268+8.9% | Added |
| Beech Hill Advisors, Inc. | 76,807 | $10.9M | 4.51% | +573+0.8% | Added |
| WFA of San Diego, LLC | 77,161 | $10.9M | 7.64% | −397−0.5% | Reduced |
| Merrion Investment Management Co, LLC | 77,267 | $10.9M | 8.32% | −1,000−1.3% | Reduced |
| TrimTabs Asset Management, LLC | 74,519 | $10.9M | 5.31% | +2,179+3.0% | Added |
| CoreFirst Bank & Trust | 77,423 | $11.0M | 7.59% | +593+0.8% | Added |
| Brown Capital Management LLC | 77,525 | $11.0M | 0.09% | −11,580−13.0% | Reduced |
| Northwest Investment Counselors, LLC | 77,549 | $11.0M | 3.06% | −904−1.2% | Reduced |
| Bridgewater Associates, LP | 77,600 | $11.0M | 0.06% | +74,752+2,624.7% | Added |
| Lincoln Capital Corp | 77,646 | $11.0M | 5.90% | +733+1.0% | Added |
| SeaBridge Investment Advisors LLC | 77,852 | $11.0M | 3.62% | +2,307+3.1% | Added |
| Financial Partners Capital Management LLC | 78,290 | $11.1M | 2.02% | −2,050−2.6% | Reduced |
| Aaron Wealth Advisors | 78,401 | $11.1M | 3.13% | +3,394+4.5% | Added |
| Triton Wealth Management, PLLC | 75,887 | $11.1M | 5.29% | +1,110+1.5% | Added |
| Zhang Financial LLC | 78,536 | $11.1M | 2.57% | +15,399+24.4% | Added |
| Humankind Investments LLC | 78,575 | $11.1M | 5.06% | −3,798−4.6% | Reduced |
| MRJ Capital Inc | 78,637 | $11.1M | 6.51% | −1,615−2.0% | Reduced |
| Moseley Investment Management Inc | 78,145 | $11.1M | 5.58% | −60−0.1% | Reduced |
| Nicolet Bankshares Inc | 78,817 | $11.2M | 2.88% | −209−0.3% | Reduced |
| Intact Investment Management Inc. | 79,100 | $11.2M | 0.31% | −5,000−5.9% | Reduced |
| Allied Investment Advisors, LLC | 79,229 | $11.2M | 4.24% | −923−1.2% | Reduced |
| Bangor Savings Bank | 79,267 | $11.2M | 1.17% | +2,649+3.5% | Added |
| Personal Cfo Solutions, LLC | 79,329 | $11.2M | 2.30% | +11,213+16.5% | Added |
| Independent Solutions Wealth Management, LLC | 79,335 | $11.2M | 2.78% | −1,012−1.3% | Reduced |
| Field & Main Bank | 79,375 | $11.2M | 7.39% | −5,518−6.5% | Reduced |
| Golden State Equity Partners | 79,470 | $11.2M | 4.66% | −35,391−30.8% | Reduced |
| LexAurum Advisors, LLC | 79,517 | $11.3M | 3.32% | +1,415+1.8% | Added |
| Lederer & Associates Investment Counsel | 79,537 | $11.3M | 7.27% | +1,541+2.0% | Added |
| Atlas Brown,Inc. | 79,595 | $11.3M | 4.90% | −190.0% | Reduced |
| Muhlenkamp & Co Inc | 79,609 | $11.3M | 4.33% | −133−0.2% | Reduced |
| Acropolis Investment Management, LLC | 79,659 | $11.3M | 1.34% | −149−0.2% | Reduced |
| Monterey Private Wealth, Inc. | 79,889 | $11.3M | 6.33% | −2,509−3.0% | Reduced |
| Intercontinental Wealth Advisors, LLC | 79,730 | $11.3M | 2.63% | −6,519−7.6% | Reduced |
| Quantitative Investment Management, LLC | 79,917 | $11.3M | 1.02% | −173,599−68.5% | Reduced |
| Ratan Capital Management LP | 80,000 | $11.3M | 1.46% | −46,000−36.5% | Reduced |
| WBH Advisory Inc | 80,144 | $11.3M | 1.53% | −1,562−1.9% | Reduced |
| O'Brien Greene & Co. Inc | 80,279 | $11.4M | 4.14% | +352+0.4% | Added |
| Newman Dignan & Sheerar, Inc. | 80,381 | $11.4M | 3.80% | −843−1.0% | Reduced |
| First National Corp | 80,404 | $11.4M | 2.55% | +61,502+325.4% | Added |
| Lavaca Capital LLC | 80,453 | $11.4M | 5.72% | +12,504+18.4% | Added |
| MCF Advisors LLC | 80,483 | $11.4M | 1.15% | +3,859+5.0% | Added |
| Ninety One North America, Inc. | 80,627 | $11.4M | 0.53% | +1,540+1.9% | Added |
| Northwest Bancshares, Inc. | 80,633 | $11.4M | 2.60% | −1,002−1.2% | Reduced |
| Knightsbridge Asset Management, LLC | 80,903 | $11.4M | 4.03% | +11,335+16.3% | Added |
| Callan Capital, LLC | 80,941 | $11.5M | 1.90% | −4,544−5.3% | Reduced |
| Hexagon Capital Partners LLC | 81,173 | $11.5M | 3.34% | +599+0.7% | Added |
| Adirondack Trust Co | 76,757 | $11.5M | 5.47% | −2,090−2.7% | Reduced |
| David Loasby | 81,234 | $11.5M | 1.46% | +1,002+1.2% | Added |
| Canal Capital Management, LLC | 81,300 | $11.5M | 3.28% | −756−0.9% | Reduced |
| TriaGen Wealth Management LLC | 81,420 | $11.5M | 6.27% | +357+0.4% | Added |
| Benson Investment Management Company, Inc. | 81,440 | $11.5M | 5.94% | −180−0.2% | Reduced |
| Jackson Square Capital, LLC | 81,457 | $11.5M | 3.75% | +4,256+5.5% | Added |
| Vanguard Capital Wealth Advisors | 81,581 | $11.5M | 8.80% | −2,937−3.5% | Reduced |
| Occidental Asset Management, LLC | 81,615 | $11.5M | 3.00% | +3,680+4.7% | Added |
| Portland Hill Asset Management Ltd | 81,816 | $11.6M | 7.68% | +371+0.5% | Added |
| Capital Financial Planning, LLC | 81,813 | $11.6M | 4.34% | +166+0.2% | Added |
| Graybill Bartz & Assoc Ltd | 81,926 | $11.6M | 5.71% | +1,281+1.6% | Added |
| TFG Advisers LLC | 82,033 | $11.6M | 5.62% | +213+0.3% | Added |
| Herold Advisors, Inc. | 82,042 | $11.6M | 4.52% | +82,042 | New |
| Diligent Investors, LLC | 84,822 | $11.6M | 3.95% | 00.0% | Unchanged |