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 11 sales; 6,152 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 | 6,152 | $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 |
|---|---|---|---|---|---|
| Berman Capital Advisors, LLC | 103,480 | $14.6M | 2.30% | +6,801+7.0% | Added |
| Consolidated Capital Management, LLC | 103,665 | $14.7M | 6.90% | +310.0% | Added |
| RKL Wealth Management LLC | 103,714 | $14.7M | 1.86% | −13,140−11.2% | Reduced |
| Holderness Investments Co | 103,911 | $14.7M | 4.85% | +3,100+3.1% | Added |
| Vishria Bird Financial Group, LLC | 104,280 | $14.8M | 7.74% | −2,767−2.6% | Reduced |
| GFG Capital, LLC | 104,390 | $14.8M | 4.67% | −34,655−24.9% | Reduced |
| Principal Street Partners, LLC | 104,623 | $14.8M | 4.03% | +4,224+4.2% | Added |
| Consolidated Investment Group LLC | 104,828 | $14.8M | 2.33% | 00.0% | Unchanged |
| Guyasuta Investment Advisors Inc | 104,892 | $14.8M | 1.06% | −569−0.5% | Reduced |
| Financial Partners Group, Inc | 104,902 | $14.8M | 3.50% | +1,067+1.0% | Added |
| Chiron Investment Management, LLC | 105,002 | $14.9M | 2.35% | +105,002 | New |
| Roberts Glore & Co Inc | 105,214 | $14.9M | 4.52% | −2,025−1.9% | Reduced |
| Pegasus Asset Management, Inc. | 105,217 | $14.9M | 6.83% | −939−0.9% | Reduced |
| HFR Wealth Management, LLC | 105,592 | $14.9M | 4.35% | +1,730+1.7% | Added |
| Capital Planning Advisors, LLC | 106,253 | $15.0M | 3.12% | +306+0.3% | Added |
| Trust Co of Oklahoma | 106,327 | $15.0M | 5.38% | −16,433−13.4% | Reduced |
| Oak Harvest Investment Services | 106,368 | $15.1M | 4.39% | +13,140+14.1% | Added |
| Westhampton Capital, LLC | 106,378 | $15.1M | 10.30% | −1,824−1.7% | Reduced |
| Cardan Capital Partners, LLC | 106,502 | $15.1M | 1.69% | −843−0.8% | Reduced |
| Hedeker Wealth, LLC | 106,695 | $15.1M | 4.67% | +866+0.8% | Added |
| Rbo & Co LLC | 106,705 | $15.1M | 2.65% | 00.0% | Unchanged |
| Doheny Asset Management | 106,801 | $15.1M | 10.81% | −7,892−6.9% | Reduced |
| KG&L Capital Management,LLC | 106,876 | $15.1M | 6.66% | +1,507+1.4% | Added |
| Jeereddi Investments, LP | 106,931 | $15.1M | 13.80% | 00.0% | Unchanged |
| ProVise Management Group, LLC | 107,019 | $15.1M | 1.50% | −710−0.7% | Reduced |
| Anchor Investment Management, LLC | 107,729 | $15.2M | 2.12% | −776−0.7% | Reduced |
| TCI Wealth Advisors, Inc. | 107,812 | $15.3M | 2.40% | −1,043−1.0% | Reduced |
| American National Registered Investment Advisor, Inc. | 107,869 | $15.3M | 5.52% | −354−0.3% | Reduced |
| Bank of New Hampshire | 111,490 | $15.3M | 4.08% | 00.0% | Unchanged |
| Grandfield & Dodd, LLC | 108,024 | $15.3M | 1.07% | +1,077+1.0% | Added |
| Osher Van de Voorde Investment Management | 108,270 | $15.3M | 3.93% | −1,648−1.5% | Reduced |
| O'Dell Group, LLC | 108,390 | $15.3M | 4.85% | −2,789−2.5% | Reduced |
| Keeler Thomas Management LLC | 108,404 | $15.3M | 7.31% | +5,078+4.9% | Added |
| Gemmer Asset Management LLC | 108,510 | $15.4M | 2.13% | −16,480−13.2% | Reduced |
| Gemsstock Limited | 108,600 | $15.4M | 6.97% | −126,900−53.9% | Reduced |
| Ridgecrest Wealth Partners, LLC | 108,648 | $15.4M | 8.37% | +19,437+21.8% | Added |
| Prestige Wealth Management Group LLC | 108,831 | $15.4M | 3.94% | +3,207+3.0% | Added |
| Pecaut & Co. | 108,958 | $15.4M | 9.20% | −4,566−4.0% | Reduced |
| Chatham Capital Group, Inc. | 108,982 | $15.4M | 2.97% | −1,242−1.1% | Reduced |
| WoodTrust Financial Corp | 109,086 | $15.4M | 3.63% | +1,853+1.7% | Added |
| Patten Group, Inc. | 109,117 | $15.4M | 4.54% | +247+0.2% | Added |
| Venturi Wealth Management, LLC | 109,136 | $15.4M | 1.30% | +4,022+3.8% | Added |
| Kistler-Tiffany Companies, LLC | 109,229 | $15.5M | 3.50% | −1,331−1.2% | Reduced |
| Strategic Blueprint, LLC | 109,253 | $15.5M | 2.42% | +6,118+5.9% | Added |
| ARGI Investment Services, LLC | 109,300 | $15.5M | 0.50% | +1,904+1.8% | Added |
| Taylor Hoffman Wealth Management | 108,778 | $15.5M | 6.66% | +682+0.6% | Added |
| Ashton Thomas Private Wealth, LLC | 109,735 | $15.5M | 2.24% | +13,995+14.6% | Added |
| Omers Administration Corp | 109,777 | $15.5M | 0.23% | +109,777 | New |
| Sterneck Capital Management, LLC | 109,831 | $15.5M | 9.90% | +10.0% | Added |
| Ellis Investment Partners, LLC | 109,883 | $15.5M | 3.93% | +10,204+10.2% | Added |
| Breiter Capital Management Inc | 110,008 | $15.6M | 8.89% | −8,450−7.1% | Reduced |
| Green Harvest Asset Management LLC | 139,126 | $15.6M | 2.44% | +87,373+168.8% | Added |
| Spotlight Asset Group, Inc. | 110,208 | $15.6M | 7.78% | −7,694−6.5% | Reduced |
| Community Financial Services Group, LLC | 110,296 | $15.6M | 4.25% | −3,337−2.9% | Reduced |
| GYL Financial Synergies, LLC | 110,466 | $15.6M | 7.99% | −1,052−0.9% | Reduced |
| Harrell Investment Partners, LLC | 110,618 | $15.7M | 5.04% | −5,001−4.3% | Reduced |
| Bordeaux Wealth Advisors LLC | 110,760 | $15.7M | 8.91% | −1,320−1.2% | Reduced |
| Family Management Corp | 111,029 | $15.7M | 4.34% | −10,603−8.7% | Reduced |
| Ibex Wealth Advisors | 111,080 | $15.7M | 3.03% | +1,021+0.9% | Added |
| Gardner Lewis Asset Management L P | 111,100 | $15.7M | 2.43% | 00.0% | Unchanged |
| BFT Financial Group, LLC | 111,160 | $15.7M | 2.91% | +1,201+1.1% | Added |
| Regent Peak Wealth Advisors LLC | 111,674 | $15.8M | 4.53% | +178+0.2% | Added |
| Centre Asset Management, LLC | 100,890 | $15.8M | 8.19% | −2,790−2.7% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 111,750 | $15.8M | 3.01% | −695−0.6% | Reduced |
| Pekin Hardy Strauss, Inc. | 111,837 | $15.8M | 2.27% | −1,613−1.4% | Reduced |
| Circle Wealth Management, LLC | 111,976 | $15.8M | 2.29% | +10,641+10.5% | Added |
| First Long Island Investors, LLC | 112,189 | $15.9M | 1.36% | −3,036−2.6% | Reduced |
| Liberty Capital Management, Inc. | 112,233 | $15.9M | 4.68% | −917−0.8% | Reduced |
| BFSG, LLC | 112,287 | $15.9M | 2.43% | +4,142+3.8% | Added |
| Hamel Associates, Inc. | 112,609 | $15.9M | 6.22% | −4,857−4.1% | Reduced |
| Elk River Wealth Management, LLC | 112,672 | $15.9M | 4.03% | +2,393+2.2% | Added |
| Copeland Capital Management, LLC | 112,676 | $15.9M | 0.45% | +40,975+57.1% | Added |
| Bollard Group LLC | 112,699 | $15.9M | 0.52% | −352−0.3% | Reduced |
| Bank Ozk | 112,737 | $16.0M | 7.23% | −3,357−2.9% | Reduced |
| Nicholas Hoffman & Company, LLC. | 112,797 | $16.0M | 2.80% | −3,764−3.2% | Reduced |
| Adams Asset Advisors, LLC | 112,938 | $16.0M | 3.22% | −3,317−2.9% | Reduced |
| NBW Capital LLC | 112,961 | $16.0M | 3.85% | −550.0% | Reduced |
| Ycg, LLC | 113,232 | $16.0M | 1.51% | +6,406+6.0% | Added |
| Lester Murray Antman dba SimplyRich | 113,240 | $16.0M | 5.83% | −20.0% | Reduced |
| Wall Street Access Asset Management, LLC | 111,366 | $16.0M | 7.07% | +15,998+16.8% | Added |
| Tamar Securities, LLC | 113,367 | $16.0M | 5.80% | +7,774+7.4% | Added |
| Eos Management, L.P. | 113,540 | $16.1M | 9.99% | 00.0% | Unchanged |
| American Research & Management Co. | 113,656 | $16.1M | 3.72% | −1,729−1.5% | Reduced |
| DCM Advisors, LLC | 114,075 | $16.1M | 6.21% | +58,284+104.5% | Added |
| Bulltick Wealth Management, LLC | 114,110 | $16.1M | 3.71% | −2,599−2.2% | Reduced |
| Financial Enhancement Group LLC | 114,279 | $16.2M | 3.06% | +21,641+23.4% | Added |
| Alpha Omega Wealth Management LLC | 114,395 | $16.2M | 2.65% | −4,013−3.4% | Reduced |
| Pinnacle Family Advisors, LLC | 114,430 | $16.2M | 7.24% | +1,304+1.2% | Added |
| Fieldpoint Private Securities, LLC | 114,504 | $16.2M | 3.59% | +2,969+2.7% | Added |
| Garde Capital, Inc. | 114,566 | $16.2M | 1.68% | +10,029+9.6% | Added |
| Wright Investors Service Inc | 114,775 | $16.2M | 4.62% | −14,263−11.1% | Reduced |
| Decatur Capital Management, Inc. | 114,822 | $16.2M | 10.71% | −126,663−52.5% | Reduced |
| Taylor Wealth Management Partners | 114,856 | $16.3M | 5.80% | +160+0.1% | Added |
| 180 Wealth Advisors, LLC | 112,210 | $16.3M | 3.58% | −157−0.1% | Reduced |
| FRG Family Wealth Advisors LLC | 114,888 | $16.3M | 3.19% | −1,095−0.9% | Reduced |
| Brown Miller Wealth Management, LLC | 115,200 | $16.3M | 10.23% | +248+0.2% | Added |
| Clarity Wealth Advisors, LLC | 115,350 | $16.3M | 8.04% | −2,039−1.7% | Reduced |
| Enterprise Trust & Investment Co | 115,392 | $16.3M | 6.61% | −2,720−2.3% | Reduced |
| Guardian Investment Management | 115,431 | $16.3M | 12.05% | +102,090+765.2% | Added |
| EFG Asset Management (Americas) Corp. | 115,188 | $16.3M | 2.91% | +3,428+3.1% | Added |