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 |
|---|---|---|---|---|---|
| Wisconsin Capital Management LLC | 91,360 | $12.9M | 5.30% | −3,103−3.3% | Reduced |
| Moser Wealth Advisors, LLC | 91,556 | $13.0M | 8.28% | +485+0.5% | Added |
| Solstein Capital, LLC | 91,647 | $13.0M | 7.52% | +75,185+456.7% | Added |
| Univest Financial Corp | 91,696 | $13.0M | 3.62% | −1,703−1.8% | Reduced |
| Barometer Capital Management Inc. | 91,976 | $13.0M | 2.51% | +86,120+1,470.6% | Added |
| RVW Wealth, LLC | 91,714 | $13.0M | 1.56% | +8,091+9.7% | Added |
| Capital Fund Management S.A. | 91,957 | $13.0M | 0.34% | −270,648−74.6% | Reduced |
| First Heartland Consultants, Inc. | 92,187 | $13.0M | 1.98% | −23,823−20.5% | Reduced |
| Stockman Wealth Management, Inc. | 92,228 | $13.1M | 2.91% | +2,624+2.9% | Added |
| Carmichael Hill & Associates, Inc. | 92,316 | $13.1M | 7.38% | −220−0.2% | Reduced |
| Harbour Capital Advisors, LLC | 92,569 | $13.1M | 3.45% | −4,498−4.6% | Reduced |
| Capital Counsel LLC | 92,632 | $13.1M | 0.64% | −1,000−1.1% | Reduced |
| WealthTrust Axiom LLC | 92,683 | $13.1M | 4.44% | −1,373−1.5% | Reduced |
| Notis-McConarty Edward | 92,758 | $13.1M | 4.81% | −1,885−2.0% | Reduced |
| Pegasus Partners Ltd. | 92,897 | $13.1M | 2.38% | −2,774−2.9% | Reduced |
| Brave Asset Management Inc | 92,922 | $13.1M | 3.80% | +382+0.4% | Added |
| 55I, LLC | 93,064 | $13.2M | 0.39% | +19,723+26.9% | Added |
| Soltis Investment Advisors LLC | 93,082 | $13.2M | 2.04% | +1,619+1.8% | Added |
| Foresight Wealth Management, LLC | 93,263 | $13.2M | 5.83% | +1,397+1.5% | Added |
| Harrington Investments, INC | 93,346 | $13.2M | 7.62% | +1,323+1.4% | Added |
| Managed Asset Portfolios, LLC | 93,399 | $13.2M | 2.01% | +3,047+3.4% | Added |
| Baldwin Investment Management, LLC | 93,412 | $13.2M | 2.30% | +706+0.8% | Added |
| San Luis Wealth Advisors LLC | 93,568 | $13.2M | 7.38% | +93,568 | New |
| Twin Lakes Capital Management, LLC | 93,875 | $13.3M | 7.80% | +2,851+3.1% | Added |
| Jarislowsky, Fraser Ltd | 93,923 | $13.3M | 0.06% | +3,592+4.0% | Added |
| Darwin Advisors, LLC | 93,954 | $13.3M | 2.13% | −6,868−6.8% | Reduced |
| Inscription Capital, LLC | 94,051 | $13.3M | 4.17% | −278,119−74.7% | Reduced |
| Harbor Financial Services, LLC | 94,187 | $13.3M | 5.81% | +18,276+24.1% | Added |
| Trexquant Investment LP | 94,193 | $13.3M | 1.06% | +94,193 | New |
| Arlington Financial Advisors, LLC | 94,352 | $13.4M | 5.24% | −15,265−13.9% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 94,482 | $13.4M | 0.93% | −13,993−12.9% | Reduced |
| Stoneridge Investment Partners LLC | 94,850 | $13.4M | 6.70% | −5,464−5.4% | Reduced |
| Calton & Associates, Inc. | 95,166 | $13.5M | 2.95% | +409+0.4% | Added |
| First PREMIER Bank | 95,202 | $13.5M | 3.82% | −707−0.7% | Reduced |
| Isthmus Partners, LLC | 95,537 | $13.5M | 2.45% | −3,272−3.3% | Reduced |
| Fukoku Mutual Life Insurance Co | 95,540 | $13.5M | 1.06% | +9,870+11.5% | Added |
| Barings LLC | 95,622 | $13.5M | 0.31% | −12,987−12.0% | Reduced |
| Strategic Financial Services, Inc, | 95,694 | $13.5M | 1.07% | −3,919−3.9% | Reduced |
| Capstone Triton Financial Group, LLC | 91,362 | $13.6M | 8.18% | −854−0.9% | Reduced |
| Perkins Coie Trust Co | 96,072 | $13.6M | 4.25% | −297−0.3% | Reduced |
| Smithbridge Asset Management Inc | 96,236 | $13.6M | 4.52% | −2,248−2.3% | Reduced |
| Aries Wealth Management | 96,411 | $13.6M | 5.77% | −277−0.3% | Reduced |
| Professional Advisory Services Inc | 96,563 | $13.7M | 2.01% | −8,222−7.8% | Reduced |
| Warren Averett Asset Management, LLC | 92,428 | $13.7M | 1.17% | +3,186+3.6% | Added |
| First Interstate Bank | 96,898 | $13.7M | 1.41% | +5,351+5.8% | Added |
| Horan Capital Advisors, LLC. | 97,069 | $13.7M | 6.07% | −199−0.2% | Reduced |
| Focused Wealth Management, Inc | 97,469 | $13.8M | 2.26% | +268+0.3% | Added |
| Cedar Brook Financial Partners, LLC | 97,535 | $13.8M | 4.14% | −3,528−3.5% | Reduced |
| Blueshift Asset Management, LLC | 97,548 | $13.8M | 0.77% | −77,484−44.3% | Reduced |
| Mission Creek Capital Partners, Inc. | 97,400 | $13.8M | 2.58% | −4,435−4.4% | Reduced |
| Vestmark Advisory Solutions, Inc. | 97,730 | $13.8M | 0.94% | −9,558−8.9% | Reduced |
| Shepherd Financial Partners LLC | 97,761 | $13.8M | 2.67% | −810−0.8% | Reduced |
| Wellington Shields & Co., LLC | 97,756 | $13.8M | 4.83% | −1,732−1.7% | Reduced |
| Icon Wealth Partners, LLC | 98,207 | $13.9M | 1.48% | −4,074−4.0% | Reduced |
| DF Dent & Co Inc | 98,296 | $13.9M | 0.14% | −1,377−1.4% | Reduced |
| Claro Advisors LLC | 98,423 | $13.9M | 5.86% | +4,476+4.8% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 98,455 | $13.9M | 0.77% | −68−0.1% | Reduced |
| Apexium Financial, LP | 98,482 | $13.9M | 8.05% | −990−1.0% | Reduced |
| Fusion Capital, LLC | 98,558 | $13.9M | 8.27% | +320+0.3% | Added |
| Bank of Nova Scotia Trust Co | 98,564 | $13.9M | 1.26% | −1,801−1.8% | Reduced |
| Plante Moran Financial Advisors, LLC | 98,666 | $14.0M | 3.10% | +4,221+4.5% | Added |
| BNC Wealth Management, LLC | 98,826 | $14.0M | 8.29% | +2,066+2.1% | Added |
| Atwater Malick LLC | 99,147 | $14.0M | 7.41% | −301−0.3% | Reduced |
| Toth Financial Advisory Corp | 99,339 | $14.1M | 2.14% | −240−0.2% | Reduced |
| Warther Private Wealth, LLC | 98,571 | $14.1M | 12.54% | +2,149+2.2% | Added |
| Americana Partners, LLC | 99,821 | $14.1M | 3.41% | +50,285+101.5% | Added |
| Marcum Wealth, LLC | 99,823 | $14.1M | 2.22% | +22,454+29.0% | Added |
| Hamilton Point Investment Advisors, LLC | 99,933 | $14.1M | 3.75% | +1,612+1.6% | Added |
| Arden Trust Co | 99,990 | $14.1M | 2.42% | −9,882−9.0% | Reduced |
| Bowie Capital Management, LLC | 100,000 | $14.2M | 1.86% | 00.0% | Unchanged |
| Union Heritage Capital, LLC | 100,000 | $14.2M | 6.63% | 00.0% | Unchanged |
| F/M Investments LLC | 100,108 | $14.2M | 10.13% | +7,436+8.0% | Added |
| Mayflower Financial Advisors, LLC | 95,439 | $14.2M | 1.92% | +349+0.4% | Added |
| Providence Capital Advisors, LLC | 100,384 | $14.2M | 4.43% | +2,932+3.0% | Added |
| RSM US Wealth Management LLC | 100,832 | $14.3M | 0.76% | −16,130−13.8% | Reduced |
| Asset Management Corp | 100,842 | $14.3M | 8.92% | −3,283−3.2% | Reduced |
| ETF Managers Group, LLC | 99,954 | $14.3M | 0.27% | +76,134+319.6% | Added |
| Premier Fund Managers Ltd | 100,000 | $14.3M | 0.46% | +100,000 | New |
| SFE Investment Counsel | 101,052 | $14.3M | 4.01% | −7,242−6.7% | Reduced |
| Edge Capital Group, LLC | 101,088 | $14.3M | 1.14% | −694−0.7% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 101,166 | $14.3M | 1.92% | +3,351+3.4% | Added |
| Old Second National Bank of Aurora | 101,195 | $14.3M | 3.86% | −3,419−3.3% | Reduced |
| StoneX Group Inc. | 101,197 | $14.3M | 2.06% | +1,765+1.8% | Added |
| Curbstone Financial Management Corp | 101,427 | $14.4M | 2.71% | −2,654−2.5% | Reduced |
| Strategic Wealth Designers | 101,501 | $14.4M | 4.30% | +13,362+15.2% | Added |
| Asset Management Group, Inc. | 101,680 | $14.4M | 2.95% | −5,084−4.8% | Reduced |
| Paulson Wealth Management Inc. | 101,717 | $14.4M | 6.84% | −74−0.1% | Reduced |
| Asset Dedication, LLC | 101,731 | $14.4M | 1.90% | +3,183+3.2% | Added |
| Gradient Capital Advisors, LLC | 101,849 | $14.4M | 6.61% | +2,352+2.4% | Added |
| Jeppson Wealth Management, LLC | 101,888 | $14.4M | 7.51% | −136−0.1% | Reduced |
| Andra AP-fonden | 101,900 | $14.4M | 0.30% | −7,400−6.8% | Reduced |
| Bingham Osborn & Scarborough LLC | 102,586 | $14.5M | 1.02% | −7,549−6.9% | Reduced |
| Foster Dykema Cabot & Co Inc | 102,594 | $14.5M | 1.81% | +1,204+1.2% | Added |
| AIMZ Investment Advisors, LLC | 102,672 | $14.5M | 6.56% | −483−0.5% | Reduced |
| Duncker Streett & Co Inc | 102,926 | $14.6M | 2.76% | −6,849−6.2% | Reduced |
| Asio Capital, LLC | 102,929 | $14.6M | 5.02% | +2,876+2.9% | Added |
| Wills Financial Group, Inc. | 102,937 | $14.6M | 6.54% | −10,575−9.3% | Reduced |
| WESPAC Advisors SoCal, LLC | 103,461 | $14.6M | 4.77% | +692+0.7% | Added |
| Patriot Financial Group Insurance Agency, LLC | 103,294 | $14.6M | 2.59% | −5,703−5.2% | Reduced |
| Titus Wealth Management | 103,301 | $14.6M | 7.68% | +28,751+38.6% | Added |