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 |
|---|---|---|---|---|---|
| Motley Fool Wealth Management, LLC | 147,435 | $20.9M | 0.91% | −3,110−2.1% | Reduced |
| Ascent Wealth Partners, LLC | 147,571 | $20.9M | 4.00% | −336−0.2% | Reduced |
| Howland Capital Management LLC | 147,780 | $20.9M | 1.10% | −4,787−3.1% | Reduced |
| One Wealth Advisors, LLC | 147,798 | $20.9M | 6.13% | +20,795+16.4% | Added |
| West Branch Capital LLC | 147,825 | $20.9M | 10.06% | −927−0.6% | Reduced |
| Cooper Financial Group | 147,866 | $20.9M | 4.34% | +1,826+1.3% | Added |
| Stonebridge Capital Management Inc | 147,874 | $20.9M | 7.68% | −5,325−3.5% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 147,931 | $20.9M | 7.77% | −1,436−1.0% | Reduced |
| Insight Advisors, LLC | 138,679 | $20.9M | 6.25% | +4,700+3.5% | Added |
| Horiko Capital Management LLC | 148,165 | $21.0M | 9.05% | +2,081+1.4% | Added |
| Claret Asset Management Corp | 148,209 | $21.0M | 3.59% | −4,949−3.2% | Reduced |
| Arcadia Investment Management Corp | 148,362 | $21.0M | 3.88% | −4,091−2.7% | Reduced |
| Harbor Advisors LLC | 148,400 | $21.0M | 4.20% | 00.0% | Unchanged |
| IFG Advisory, LLC | 148,583 | $21.0M | 2.27% | +2,800+1.9% | Added |
| Quadrant Private Wealth Management, LLC | 148,612 | $21.0M | 8.68% | −658−0.4% | Reduced |
| BDO Wealth Advisors, LLC | 148,715 | $21.0M | 2.32% | +5,789+4.1% | Added |
| Smith, Moore & Co. | 148,909 | $21.1M | 3.21% | −7,791−5.0% | Reduced |
| Avitas Wealth Management LLC | 148,948 | $21.1M | 3.84% | +108+0.1% | Added |
| Trustmark National Bank Trust Department | 149,286 | $21.1M | 1.70% | −4,615−3.0% | Reduced |
| Overbrook Management Corp | 149,315 | $21.1M | 4.59% | −1,288−0.9% | Reduced |
| Beck Mack & Oliver LLC | 149,359 | $21.1M | 0.55% | +950+0.6% | Added |
| Tairen Capital Ltd | 149,952 | $21.2M | 5.31% | +83,052+124.1% | Added |
| Hoertkorn Richard Charles | 149,992 | $21.2M | 9.54% | −450−0.3% | Reduced |
| Hudson Valley Investment Advisors Inc | 150,011 | $21.2M | 3.64% | −2,613−1.7% | Reduced |
| Baker Tilly Wealth Management, LLC | 150,104 | $21.2M | 2.81% | +16,270+12.2% | Added |
| Fulcrum Capital LLC | 150,136 | $21.2M | 5.08% | +1,724+1.2% | Added |
| SevenBridge Financial Group, LLC | 150,330 | $21.3M | 7.09% | −2,185−1.4% | Reduced |
| NTV Asset Management LLC | 150,450 | $21.3M | 3.70% | +4,083+2.8% | Added |
| Avantax Planning Partners, Inc. | 150,545 | $21.3M | 0.98% | +4,817+3.3% | Added |
| Trust Asset Management LLC | 150,839 | $21.3M | 2.94% | +5,490+3.8% | Added |
| Canandaigua National Corp | 150,848 | $21.3M | 3.48% | −11,765−7.2% | Reduced |
| Hemington Wealth Management | 150,950 | $21.4M | 7.86% | −350.0% | Reduced |
| TruWealth Advisors, LLC | 151,822 | $21.5M | 2.40% | +2,572+1.7% | Added |
| GPS Wealth Strategies Group, LLC | 152,106 | $21.5M | 5.33% | −2,595−1.7% | Reduced |
| Pioneer Trust Bank N A | 152,353 | $21.6M | 6.17% | −19,128−11.2% | Reduced |
| YorkBridge Wealth Partners, LLC | 152,411 | $21.6M | 5.43% | +105+0.1% | Added |
| Landsberg, Bennett, & Dubbaneh LLC | 151,266 | $21.6M | 2.75% | −1,854−1.2% | Reduced |
| Peak Asset Management, LLC | 152,572 | $21.6M | 5.32% | −2,082−1.3% | Reduced |
| Kavar Capital Partners Group, LLC | 152,932 | $21.6M | 4.93% | +6,114+4.2% | Added |
| Pitcairn Co | 152,956 | $21.6M | 1.50% | −4,778−3.0% | Reduced |
| Terril Brothers, Inc. | 153,218 | $21.7M | 5.36% | 00.0% | Unchanged |
| Mercer Capital Advisers, Inc. | 153,428 | $21.7M | 11.62% | −14,800−8.8% | Reduced |
| Ironvine Capital Partners, LLC | 154,041 | $21.8M | 2.31% | +503+0.3% | Added |
| Glassman Wealth Services | 154,596 | $21.9M | 4.61% | +506+0.3% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 154,658 | $21.9M | 0.05% | +8,050+5.5% | Added |
| Sittner & Nelson, LLC | 154,908 | $21.9M | 14.15% | +21,591+16.2% | Added |
| American Money Management, LLC | 154,929 | $21.9M | 6.20% | +25,023+19.3% | Added |
| Verity & Verity, LLC | 144,746 | $21.9M | 3.28% | +330.0% | Added |
| Bennett Selby Investments LP | 154,981 | $21.9M | 14.33% | −2,643−1.7% | Reduced |
| Continuum Advisory, LLC | 183,783 | $21.9M | 5.88% | +32,532+21.5% | Added |
| Tsai Capital Corp | 155,004 | $21.9M | 18.90% | −874−0.6% | Reduced |
| West Coast Financial LLC | 155,192 | $22.0M | 3.53% | −3,849−2.4% | Reduced |
| Zevin Asset Management LLC | 155,588 | $22.0M | 4.20% | +434+0.3% | Added |
| Taikang Asset Management (Hong Kong) Co Ltd | 156,000 | $22.1M | 4.48% | 00.0% | Unchanged |
| Madison Wealth Management | 156,034 | $22.1M | 4.83% | −2,255−1.4% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 156,100 | $22.1M | 7.26% | 00.0% | Unchanged |
| Bremer Bank National Association | 156,277 | $22.1M | 4.38% | +6,031+4.0% | Added |
| Taylor, Cottrill, Erickson & Associates, Inc. | 156,496 | $22.1M | 3.14% | −4,359−2.7% | Reduced |
| Manitou Investment Management Ltd. | 157,394 | $22.3M | 4.07% | +1,182+0.8% | Added |
| EagleClaw Capital Managment, LLC | 157,372 | $22.3M | 5.74% | +2,926+1.9% | Added |
| LVW Advisors, LLC | 157,535 | $22.3M | 3.90% | −2,353−1.5% | Reduced |
| Cumberland Partners Ltd | 157,574 | $22.3M | 1.83% | −7,113−4.3% | Reduced |
| Strategic Global Advisors, LLC | 157,755 | $22.3M | 3.27% | +37,222+30.9% | Added |
| Dundas Partners LLP | 157,772 | $22.3M | 3.15% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 157,948 | $22.4M | 7.79% | +140+0.1% | Added |
| Cypress Asset Management Inc | – | $22.4M | 5.80% | – | – |
| Hayek Kallen Investment Management | 159,252 | $22.5M | 10.28% | −6,974−4.2% | Reduced |
| Hills Bank & Trust Co | 159,333 | $22.5M | 3.41% | +1,097+0.7% | Added |
| Checchi Capital Advisers, LLC | 159,483 | $22.6M | 2.79% | +491+0.3% | Added |
| Brewin Dolphin Wealth Management Ltd | 159,700 | $22.6M | 2.58% | +7,518+4.9% | Added |
| Change Path, LLC | 159,539 | $22.6M | 1.34% | +3,125+2.0% | Added |
| Buckingham Capital Management, Inc. | 160,199 | $22.7M | 3.71% | −568−0.4% | Reduced |
| Hutchinson Capital Management | 160,281 | $22.7M | 5.48% | +242+0.2% | Added |
| Sterling Investment Advisors, Ltd. | 160,378 | $22.7M | 6.75% | −1,278−0.8% | Reduced |
| Security National Bank | 160,995 | $22.8M | 5.71% | +13,106+8.9% | Added |
| Summit Trail Advisors, LLC | 161,133 | $22.8M | 1.71% | +11,313+7.6% | Added |
| O'Shares Investment Advisers, LLC | 161,385 | $22.8M | 1.68% | +4,724+3.0% | Added |
| Arrow Financial Corp | 161,455 | $22.8M | 2.95% | −4,395−2.6% | Reduced |
| Skye Global Management LP | 161,500 | $22.9M | 0.38% | +106,000+191.0% | Added |
| J Arnold Wealth Management Co | 162,010 | $22.9M | 11.05% | +6,457+4.2% | Added |
| Winthrop Advisory Group LLC | 162,044 | $22.9M | 5.11% | −685−0.4% | Reduced |
| Journey Advisory Group, LLC | 162,496 | $23.0M | 7.45% | −181−0.1% | Reduced |
| Azzad Asset Management Inc | 162,551 | $23.0M | 3.40% | +2,760+1.7% | Added |
| Kiley Juergens Wealth Management, LLC | 162,643 | $23.0M | 10.09% | +1,438+0.9% | Added |
| BOK Financial Private Wealth, Inc. | 162,722 | $23.0M | 1.84% | +1,285+0.8% | Added |
| XML Financial, LLC | 162,750 | $23.0M | 3.08% | +88,890+120.3% | Added |
| Payden & Rygel | 162,900 | $23.1M | 1.20% | −57,600−26.1% | Reduced |
| Guinness Asset Management LTD | 163,366 | $23.1M | 1.09% | −3,214−1.9% | Reduced |
| Stratos Wealth Advisors, LLC | 163,663 | $23.2M | 1.98% | +17,522+12.0% | Added |
| Beach Investment Counsel Inc | 163,696 | $23.2M | 2.19% | −930−0.6% | Reduced |
| Dorchester Wealth Management Co | 163,843 | $23.2M | 5.71% | −3,950−2.4% | Reduced |
| Covington Investment Advisors Inc. | 164,118 | $23.2M | 5.00% | +1,712+1.1% | Added |
| Artemis Wealth Advisors, LLC | 164,135 | $23.2M | 3.23% | +570.0% | Added |
| Rothschild & Co Asset Management US Inc. | 164,189 | $23.2M | 0.29% | −2,977−1.8% | Reduced |
| Eudaimonia Partners, LLC | 164,394 | $23.3M | 4.20% | −8,279−4.8% | Reduced |
| Krilogy Financial LLC | 165,302 | $23.4M | 2.33% | −9,673−5.5% | Reduced |
| Boenning & Scattergood, Inc. | 165,312 | $23.4M | 4.11% | −566−0.3% | Reduced |
| Sargent Investment Group, LLC | 165,333 | $23.4M | 5.69% | +5,730+3.6% | Added |
| Green Square Capital Advisors LLC | 165,402 | $23.4M | 5.31% | +48,470+41.5% | Added |
| Anderson Hoagland & Co | 165,784 | $23.5M | 2.99% | −1,704−1.0% | Reduced |