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 |
|---|---|---|---|---|---|
| B & T Capital Management DBA Alpha Capital Management | 82,261 | $11.6M | 2.76% | −4,294−5.0% | Reduced |
| Angeles Investment Advisors, LLC | 82,320 | $11.6M | 0.68% | +24,249+41.8% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 82,334 | $11.7M | 6.98% | +376+0.5% | Added |
| Dumont & Blake Investment Advisors LLC | 82,367 | $11.7M | 3.34% | −2,329−2.7% | Reduced |
| GPM Growth Investors, Inc. | 82,468 | $11.7M | 6.15% | −76−0.1% | Reduced |
| Zions Bancorporation, N.A. | 82,537 | $11.7M | 1.19% | +4,576+5.9% | Added |
| Bedel Financial Consulting, Inc. | 82,604 | $11.7M | 4.01% | −315−0.4% | Reduced |
| American Trust Investment Advisors, LLC | 82,670 | $11.7M | 6.58% | −4,990−5.7% | Reduced |
| Live Oak Private Wealth LLC | 82,681 | $11.7M | 2.39% | +2,780+3.5% | Added |
| Berger Financial Group, Inc | 82,709 | $11.7M | 2.11% | −9,715−10.5% | Reduced |
| Brooktree Capital Management | 82,792 | $11.7M | 7.47% | −2,749−3.2% | Reduced |
| Full Sail Capital, LLC | 82,987 | $11.7M | 1.02% | −2,366−2.8% | Reduced |
| McGinn Investment Management, Inc. | 83,004 | $11.7M | 8.46% | −1,491−1.8% | Reduced |
| Thomas Story & Son LLC | 83,071 | $11.8M | 4.81% | −69−0.1% | Reduced |
| Financial Advisory Group | 83,074 | $11.8M | 2.60% | +567+0.7% | Added |
| Key Financial Inc | 83,104 | $11.8M | 6.65% | −785−0.9% | Reduced |
| RiverFront Investment Group, LLC | 83,145 | $11.8M | 0.39% | −35,135−29.7% | Reduced |
| Roberts Wealth Advisors, LLC | 83,175 | $11.8M | 4.66% | +83,175 | New |
| Baystate Wealth Management LLC | 83,285 | $11.8M | 1.17% | +5,908+7.6% | Added |
| Next Century Growth Investors LLC | 83,379 | $11.8M | 1.02% | 00.0% | Unchanged |
| Shanda Asset Management Holdings Ltd | 83,400 | $11.8M | 2.22% | −166,600−66.6% | Reduced |
| Reliant Investment Management, LLC | 83,482 | $11.8M | 5.88% | −2,240−2.6% | Reduced |
| Kaizen Financial Strategies | 83,490 | $11.8M | 9.53% | +83,490 | New |
| Woodward Diversified Capital, LLC | 83,676 | $11.8M | 7.43% | −3,745−4.3% | Reduced |
| Mattern Capital Management, LLC | 83,687 | $11.8M | 2.34% | −1,534−1.8% | Reduced |
| Charter Research & Investment Group, Inc. | 83,717 | $11.8M | 9.83% | −990−1.2% | Reduced |
| Phoenix Holdings Ltd. | 83,888 | $11.9M | 0.21% | −24,282−22.4% | Reduced |
| Day & Ennis, LLC | 83,993 | $11.9M | 4.11% | +30.0% | Added |
| Merriman Wealth Management, LLC | 84,008 | $11.9M | 0.99% | −290.0% | Reduced |
| Proficio Capital Partners LLC | 84,118 | $11.9M | 1.57% | +94+0.1% | Added |
| AIA Group Ltd | 84,147 | $11.9M | 0.67% | +12,891+18.1% | Added |
| Investment Research & Advisory Group, Inc. | 83,532 | $11.9M | 7.94% | +228+0.3% | Added |
| Founders Capital Management, LLC | 84,188 | $11.9M | 3.01% | +108+0.1% | Added |
| Mattern Wealth Management LLC | 84,261 | $11.9M | 4.01% | +55+0.1% | Added |
| Souders Financial Advisors | 84,323 | $11.9M | 3.85% | +1,127+1.4% | Added |
| Deseret Mutual Benefit Administrators | 84,326 | $11.9M | 2.20% | +35,690+73.4% | Added |
| Morris Capital Advisors, LLC | 84,505 | $12.0M | 9.42% | −2,787−3.2% | Reduced |
| Certified Advisory Corp | 84,610 | $12.0M | 2.91% | −193−0.2% | Reduced |
| Engine No. 1 LLC | 84,630 | $12.0M | 3.08% | +34,489+68.8% | Added |
| Nikulski Financial, Inc. | 84,835 | $12.0M | 5.55% | +157+0.2% | Added |
| Monarch Capital Management Inc | 84,898 | $12.0M | 3.34% | +5,511+6.9% | Added |
| Gabalex Capital Management LLC | 85,000 | $12.0M | 5.56% | 00.0% | Unchanged |
| Arbor Wealth Management, LLC | 85,021 | $12.0M | 2.83% | −21,432−20.1% | Reduced |
| Guardian Capital Advisors LP | 86,587 | $12.0M | 1.25% | +3,795+4.6% | Added |
| FinTrust Capital Advisors, LLC | 85,596 | $12.0M | 3.20% | +3,920+4.8% | Added |
| TLW Wealth Management, LLC | 85,306 | $12.1M | 6.60% | −167−0.2% | Reduced |
| Sadoff Investment Management LLC | 85,426 | $12.1M | 0.82% | +124+0.1% | Added |
| First Commonwealth Financial Corp | 85,437 | $12.1M | 4.36% | −3,437−3.9% | Reduced |
| Neumann Capital Management, LLC | 85,442 | $12.1M | 5.43% | +5,085+6.3% | Added |
| Summit Financial, LLC | 85,442 | $12.1M | 1.04% | +41,109+92.7% | Added |
| Surevest, LLC | 85,522 | $12.1M | 3.06% | +12,666+17.4% | Added |
| Financial Consulate, Inc | 85,586 | $12.1M | 4.39% | +1,965+2.3% | Added |
| Zuckerman Investment Group, LLC | 85,673 | $12.1M | 2.01% | −1,145−1.3% | Reduced |
| Centric Wealth Management | 85,829 | $12.1M | 4.47% | +393+0.5% | Added |
| Financial Network Wealth Management LLC | 85,848 | $12.1M | 6.95% | −1,038−1.2% | Reduced |
| EPG Wealth Management LLC | 86,056 | $12.2M | 4.88% | +5,725+7.1% | Added |
| Tiemann Investment Advisors, LLC | 86,130 | $12.2M | 5.79% | −1,351−1.5% | Reduced |
| IVC Wealth Advisors LLC | 86,209 | $12.2M | 8.41% | +2,359+2.8% | Added |
| Evermay Wealth Management LLC | 86,238 | $12.2M | 2.36% | −9,410−9.8% | Reduced |
| Liberty Wealth Management LLC | 86,529 | $12.3M | 4.37% | −98,168−53.2% | Reduced |
| United Capital Management of KS, Inc. | 86,760 | $12.3M | 5.03% | +721+0.8% | Added |
| Mandatum Life Insurance Co Ltd | 86,827 | $12.3M | 2.28% | +378+0.4% | Added |
| Sheets Smith Wealth Management | 86,888 | $12.3M | 1.67% | −4,334−4.8% | Reduced |
| Kerrisdale Advisers, LLC | 87,000 | $12.3M | 1.33% | 00.0% | Unchanged |
| Iowa State Bank | 87,023 | $12.3M | 3.44% | +85+0.1% | Added |
| Asset Management Advisors, LLC | 87,155 | $12.3M | 9.31% | −2,160−2.4% | Reduced |
| Torray LLC | 87,158 | $12.3M | 1.89% | −2,679−3.0% | Reduced |
| Creative Financial Designs Inc | 87,168 | $12.3M | 2.04% | +2,237+2.6% | Added |
| IMC-Chicago, LLC | 87,179 | $12.3M | 1.01% | +87,179 | New |
| Duff & Phelps Investment Management Co | 87,206 | $12.3M | 0.16% | −6,884−7.3% | Reduced |
| BSW Wealth Partners | 87,299 | $12.4M | 3.45% | −47,761−35.4% | Reduced |
| Traphagen Investment Advisors LLC | 90,412 | $12.4M | 2.26% | −52,510−36.7% | Reduced |
| Mount Vernon Associates Inc | 87,677 | $12.4M | 11.37% | −475−0.5% | Reduced |
| Lipe & Dalton | 87,705 | $12.4M | 6.38% | −1,018−1.1% | Reduced |
| Silverleafe Capital Partners, LLC | 87,814 | $12.4M | 4.93% | +2,281+2.7% | Added |
| Hamilton Wealth, LLC | 88,483 | $12.5M | 5.76% | +2,815+3.3% | Added |
| Lineweaver Wealth Advisors, LLC | 88,623 | $12.5M | 3.83% | +10,883+14.0% | Added |
| Red Door Wealth Management, LLC | 88,646 | $12.5M | 4.80% | +2,083+2.4% | Added |
| Trybe Capital Management LP | 88,837 | $12.6M | 7.16% | 00.0% | Unchanged |
| Hodges Capital Management Inc. | 89,406 | $12.7M | 0.93% | +17,656+24.6% | Added |
| MONECO Advisors, LLC | 89,460 | $12.7M | 4.99% | +6,911+8.4% | Added |
| Quad-Cities Investment Group, LLC | 89,485 | $12.7M | 8.85% | −5,722−6.0% | Reduced |
| Tudor Investment Corp Et Al | 89,515 | $12.7M | 0.26% | +53,849+151.0% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 89,662 | $12.7M | 4.15% | +6,484+7.8% | Added |
| Enterprise Financial Services Corp | 89,772 | $12.7M | 1.64% | +34,870+63.5% | Added |
| Cadence Bank NA | 89,784 | $12.7M | 3.77% | +511+0.6% | Added |
| Lakeview Capital Partners, LLC | 89,877 | $12.7M | 5.87% | −68−0.1% | Reduced |
| Farmers National Bank | 95,853 | $12.7M | 5.07% | −1,266−1.3% | Reduced |
| Raab & Moskowitz Asset Management LLC | 89,932 | $12.7M | 4.60% | +645+0.7% | Added |
| Mathes Company, Inc. | 90,092 | $12.7M | 4.73% | −2,183−2.4% | Reduced |
| MJP Associates Inc | 90,192 | $12.8M | 4.32% | −1,799−2.0% | Reduced |
| Bank Hapoalim BM | 90,278 | $12.8M | 1.34% | −56−0.1% | Reduced |
| Wealth Management Associates, Inc. | 90,392 | $12.8M | 7.48% | −338−0.4% | Reduced |
| Jacobi Capital Management LLC | 90,500 | $12.8M | 1.63% | +1,506+1.7% | Added |
| JSF Financial, LLC | 90,507 | $12.8M | 6.34% | +22,888+33.8% | Added |
| Bienville Capital Management, LLC | 90,614 | $12.8M | 7.33% | +2,850+3.2% | Added |
| Tradition Wealth Management, LLC | 90,777 | $12.8M | 1.83% | −136−0.1% | Reduced |
| Peak Planning Group, LLC | 90,857 | $12.9M | 11.06% | +90,857 | New |
| Clean Yield Group | 90,995 | $12.9M | 4.56% | +10,807+13.5% | Added |
| Paces Ferry Wealth Advisors, LLC | 91,323 | $12.9M | 10.32% | −1,720−1.8% | Reduced |