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 |
|---|---|---|---|---|---|
| Security Asset Management | 128,162 | $18.1M | 7.34% | −7,021−5.2% | Reduced |
| Rench Wealth Management, Inc. | 128,679 | $18.2M | 9.04% | −2,928−2.2% | Reduced |
| MidWestOne Financial Group, Inc. | 128,900 | $18.2M | 4.27% | −1,057−0.8% | Reduced |
| Wells Trecaso Financial Group, LLC | 129,072 | $18.3M | 8.71% | −3,089−2.3% | Reduced |
| Sound View Wealth Advisors Group, LLC | 129,107 | $18.3M | 3.82% | +2,636+2.1% | Added |
| Sunbelt Securities, Inc. | 124,861 | $18.3M | 3.29% | 00.0% | Unchanged |
| RPG Investment Advisory, LLC | 129,196 | $18.3M | 3.01% | −1,208−0.9% | Reduced |
| Meridian Wealth Advisors, LLC | 129,374 | $18.3M | 5.10% | +1,176+0.9% | Added |
| Karp Capital Management Corp | 129,406 | $18.3M | 2.58% | +1,366+1.1% | Added |
| Cypress Wealth Services, LLC | 129,609 | $18.3M | 5.49% | −26,350−16.9% | Reduced |
| Valmark Advisers, Inc. | 129,644 | $18.3M | 0.34% | +1,731+1.4% | Added |
| BerganKDV Wealth Management, LLC | 129,689 | $18.4M | 2.08% | +77,093+146.6% | Added |
| London & Capital Asset Management Ltd | 129,728 | $18.4M | 1.33% | +129,728 | New |
| Grove Bank & Trust | 129,796 | $18.4M | 3.86% | +16,506+14.6% | Added |
| Sutton Wealth Advisors Inc. | 130,308 | $18.4M | 6.80% | +420+0.3% | Added |
| Sentry Investment Management LLC | 130,368 | $18.4M | 5.37% | −39,749−23.4% | Reduced |
| Covenant Asset Management, LLC | 130,458 | $18.5M | 5.50% | −374−0.3% | Reduced |
| Financial Avengers, Inc. | 130,824 | $18.5M | 12.38% | −178−0.1% | Reduced |
| Arjuna Capital | 131,027 | $18.5M | 7.53% | +4,287+3.4% | Added |
| RFG Advisory, LLC | 131,306 | $18.6M | 1.53% | −1,212−0.9% | Reduced |
| Platform Technology Partners | 131,436 | $18.6M | 8.43% | −3,283−2.4% | Reduced |
| Hotaling Investment Management, LLC | 131,510 | $18.6M | 7.73% | +367+0.3% | Added |
| Foster Group, Inc. | 131,659 | $18.6M | 1.82% | −140.0% | Reduced |
| Capital Analysts, LLC | 131,688 | $18.6M | 1.22% | +991+0.8% | Added |
| Parthenon LLC | 131,983 | $18.7M | 2.81% | −1,027−0.8% | Reduced |
| Domani Wealth, LLC | 132,255 | $18.7M | 3.92% | −1,327−1.0% | Reduced |
| Pensionfund Sabic | 132,280 | $18.7M | 3.95% | +2,000+1.5% | Added |
| Augustine Asset Management Inc | 132,384 | $18.7M | 9.98% | −1,133−0.8% | Reduced |
| Zweig-DiMenna Associates LLC | 132,628 | $18.8M | 1.31% | −13,044−9.0% | Reduced |
| JFS Wealth Advisors, LLC | 132,741 | $18.8M | 1.93% | +76,989+138.1% | Added |
| McGuire Investment Group, LLC | 132,846 | $18.8M | 3.53% | +672+0.5% | Added |
| Hollencrest Capital Management | 132,862 | $18.8M | 1.68% | +23,533+21.5% | Added |
| Coastline Trust Co | 132,932 | $18.8M | 2.34% | +780+0.6% | Added |
| Motco | 132,979 | $18.8M | 1.23% | +504+0.4% | Added |
| Canvas Wealth Advisors, LLC | 133,449 | $18.9M | 7.71% | −214−0.2% | Reduced |
| Alley Co LLC | 133,560 | $18.9M | 3.39% | +1,814+1.4% | Added |
| Patton Albertson Miller Group, LLC | 133,950 | $19.0M | 3.62% | +41,297+44.6% | Added |
| Benin Management CORP | 134,320 | $19.0M | 6.06% | −516−0.4% | Reduced |
| Avalon Global Asset Management LLC | 134,520 | $19.0M | 6.51% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 135,116 | $19.1M | 1.58% | +19,353+16.7% | Added |
| Modera Wealth Management, LLC | 135,170 | $19.1M | 0.98% | +676+0.5% | Added |
| Wealthcare Advisory Partners LLC | 135,570 | $19.2M | 1.25% | −269−0.2% | Reduced |
| Harvey Capital Management Inc | 136,090 | $19.3M | 6.60% | −230−0.2% | Reduced |
| Claraphi Advisory Network, LLC | 136,293 | $19.3M | 6.81% | +240.0% | Added |
| Stonnington Group, LLC | 135,113 | $19.3M | 4.32% | −2,349−1.7% | Reduced |
| Harbor Island Capital LLC | 136,597 | $19.3M | 10.18% | −37,269−21.4% | Reduced |
| Private Ocean, LLC | 136,728 | $19.3M | 2.36% | −46,110−25.2% | Reduced |
| Mairs & Power Inc | 136,897 | $19.4M | 0.19% | −2,428−1.7% | Reduced |
| Ironwood Investment Counsel, LLC | 136,925 | $19.4M | 4.97% | +3,229+2.4% | Added |
| Fundamentun, LLC | 136,933 | $19.4M | 3.37% | +34,461+33.6% | Added |
| Regal Investment Advisors LLC | 137,001 | $19.4M | 1.88% | +839+0.6% | Added |
| Institute for Wealth Management, LLC. | 137,321 | $19.4M | 3.42% | −912−0.7% | Reduced |
| BancorpSouth Bank | 137,395 | $19.4M | 2.71% | +801+0.6% | Added |
| Chelsea Counsel Co | 137,448 | $19.4M | 8.84% | +2,119+1.6% | Added |
| Whitener Capital Management, Inc. | 146,651 | $19.5M | 8.95% | +1,802+1.2% | Added |
| Cozad Asset Management Inc | 137,668 | $19.5M | 3.03% | −3,814−2.7% | Reduced |
| BKD Wealth Advisors, LLC | 138,340 | $19.6M | 0.90% | +3,138+2.3% | Added |
| Altavista Wealth Management, Inc. | 138,410 | $19.6M | 4.35% | +1,151+0.8% | Added |
| CFO4Life Group, LLC | 138,507 | $19.6M | 4.56% | +3,757+2.8% | Added |
| Dorsey & Whitney Trust CO LLC | 138,550 | $19.6M | 1.82% | −577−0.4% | Reduced |
| Broderick Brian C | 138,759 | $19.6M | 5.24% | −3,803−2.7% | Reduced |
| Act Two Investors LLC | 138,895 | $19.7M | 4.66% | −1,487−1.1% | Reduced |
| Winfield Associates, Inc. | 138,978 | $19.7M | 7.27% | −1,293−0.9% | Reduced |
| Southland Equity Partners LLC | 139,014 | $19.7M | 9.03% | +864+0.6% | Added |
| Ballast Advisors LLC | 139,056 | $19.7M | 8.18% | −260.0% | Reduced |
| Segment Wealth Management, LLC | 139,139 | $19.7M | 2.34% | −358−0.3% | Reduced |
| Inlet Private Wealth, LLC | 139,254 | $19.7M | 5.28% | −100−0.1% | Reduced |
| Valicenti Advisory Services Inc | 139,369 | $19.7M | 5.35% | −1,174−0.8% | Reduced |
| Farmers Trust Co | 138,343 | $19.7M | 4.39% | −4,149−2.9% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 150,591 | $19.8M | 1.23% | +14,628+10.8% | Added |
| Sompo Asset Management Co., Ltd. | 140,180 | $19.8M | 4.55% | −19,950−12.5% | Reduced |
| Rehmann Capital Advisory Group | 140,203 | $19.8M | 1.88% | −3,649−2.5% | Reduced |
| Summit X, LLC | 140,634 | $19.9M | 5.00% | −813−0.6% | Reduced |
| Westover Capital Advisors, LLC | 140,401 | $19.9M | 6.22% | +5,295+3.9% | Added |
| Bridgewater Advisors Inc. | 141,638 | $20.0M | 5.51% | −6,102−4.1% | Reduced |
| Arete Wealth Advisors, LLC | 141,835 | $20.1M | 2.22% | +220.0% | Added |
| Spearhead Capital Advisors, LLC | 142,044 | $20.1M | 2.68% | +18,337+14.8% | Added |
| Cubist Systematic Strategies, LLC | 142,201 | $20.1M | 0.25% | −36,325−20.3% | Reduced |
| Wallington Asset Management, LLC | 142,204 | $20.1M | 3.35% | −166−0.1% | Reduced |
| AlphaStar Capital Management, LLC | 135,271 | $20.1M | 1.37% | +89,190+193.6% | Added |
| Whalerock Point Partners, LLC | 142,632 | $20.2M | 7.82% | −865−0.6% | Reduced |
| Pacific Wealth Strategies Group, Inc. | 142,701 | $20.2M | 7.47% | +3,795+2.7% | Added |
| Laurel Wealth Advisors LLC | 142,965 | $20.2M | 4.61% | −4,039−2.7% | Reduced |
| Plimoth Trust Co LLC | 143,124 | $20.3M | 5.73% | −2,520−1.7% | Reduced |
| McKinley Carter Wealth Services, Inc. | 143,522 | $20.3M | 1.66% | −2,110−1.4% | Reduced |
| Cornerstone Wealth Group, LLC | 143,755 | $20.3M | 3.59% | +2,593+1.8% | Added |
| Carderock Capital Management Inc | 143,933 | $20.4M | 5.74% | +576+0.4% | Added |
| Sigma Investment Counselors Inc | 144,309 | $20.4M | 1.51% | −550−0.4% | Reduced |
| Commerzbank Aktiengesellschaft | 144,342 | $20.4M | 1.22% | +48,264+50.2% | Added |
| Csenge Advisory Group | 143,223 | $20.4M | 1.72% | +5,512+4.0% | Added |
| Parcion Private Wealth LLC | 142,089 | $20.6M | 1.83% | −3,840−2.6% | Reduced |
| Renaissance Investment Group LLC | 145,469 | $20.6M | 5.25% | −2,995−2.0% | Reduced |
| Slow Capital, Inc. | 145,526 | $20.6M | 3.77% | −6,421−4.2% | Reduced |
| Citizens National Bank Trust Department | 145,622 | $20.6M | 5.86% | −653−0.4% | Reduced |
| Selway Asset Management | 145,678 | $20.6M | 11.26% | −1,040−0.7% | Reduced |
| Chickasaw Capital Management LLC | 145,813 | $20.6M | 1.02% | −411−0.3% | Reduced |
| Stillwater Investment Management, LLC | 146,050 | $20.7M | 5.50% | −5,885−3.9% | Reduced |
| TD Private Client Wealth LLC | 146,303 | $20.7M | 0.88% | +23,431+19.1% | Added |
| Picton Mahoney Asset Management | 146,500 | $20.7M | 0.80% | −2,550−1.7% | Reduced |
| Ithaka Group LLC | 147,262 | $20.8M | 2.55% | −1,098−0.7% | Reduced |