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 |
|---|---|---|---|---|---|
| Brightworth | 187,819 | $26.6M | 2.41% | −1,723−0.9% | Reduced |
| True North Advisors, LLC | 188,106 | $26.6M | 5.24% | +26,119+16.1% | Added |
| Mechanics Bank Trust Department | 188,235 | $26.6M | 4.31% | +1,253+0.7% | Added |
| First Hawaiian Bank | 188,240 | $26.6M | 1.09% | −2,911−1.5% | Reduced |
| JGP Wealth Management, LLC | 188,477 | $26.7M | 5.76% | +2,554+1.4% | Added |
| Sequoia Financial Advisors, LLC | 188,530 | $26.7M | 2.71% | −326,430−63.4% | Reduced |
| Novare Capital Management LLC | 188,643 | $26.7M | 2.96% | −5,271−2.7% | Reduced |
| Autus Asset Management, LLC | 188,908 | $26.7M | 2.92% | −5,882−3.0% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 188,981 | $26.7M | 2.09% | −3,293−1.7% | Reduced |
| Nadler Financial Group, Inc. | 188,998 | $26.7M | 4.36% | −360−0.2% | Reduced |
| Smithfield Trust Co | 189,058 | $26.8M | 1.77% | +1,566+0.8% | Added |
| Secure Asset Management, LLC | 189,147 | $26.8M | 13.21% | +3,955+2.1% | Added |
| Octavia Wealth Advisors, LLC | 189,612 | $26.8M | 6.86% | −5,353−2.7% | Reduced |
| Woodmont Investment Counsel LLC | 189,908 | $26.9M | 3.91% | +9,552+5.3% | Added |
| Peachtree Investment Partners, LLC | 190,109 | $26.9M | 13.15% | −12,484−6.2% | Reduced |
| Chicago Partners Investment Group LLC | 181,918 | $26.9M | 1.89% | +4,453+2.5% | Added |
| CRA Financial Services, LLC | 190,144 | $26.9M | 9.11% | +2,219+1.2% | Added |
| TCW Group Inc | 190,418 | $26.9M | 0.24% | −7,446−3.8% | Reduced |
| SignalPoint Asset Management, LLC | 190,595 | $27.0M | 8.62% | −940.0% | Reduced |
| Rice Partnership, LLC | 191,073 | $27.0M | 8.55% | −8,868−4.4% | Reduced |
| Perennial Investment Advisors, LLC | 191,143 | $27.0M | 9.57% | +4,242+2.3% | Added |
| Blue Chip Partners, Inc. | 191,338 | $27.1M | 3.80% | +2,233+1.2% | Added |
| Johanson Financial Advisors, Inc. | 191,344 | $27.1M | 9.33% | −1,289−0.7% | Reduced |
| Coastal Investment Advisors, Inc. | 191,705 | $27.1M | 6.39% | +7,378+4.0% | Added |
| Wealthsource Partners, LLC | 191,735 | $27.1M | 2.37% | −8,994−4.5% | Reduced |
| Cadinha & Co LLC | 192,129 | $27.2M | 3.88% | +5,227+2.8% | Added |
| GHP Investment Advisors, Inc. | 192,418 | $27.2M | 2.16% | −1,435−0.7% | Reduced |
| Security National Trust Co | 198,845 | $27.2M | 6.31% | 00.0% | Unchanged |
| Linscomb & Williams, Inc. | 192,714 | $27.3M | 1.41% | −1,441−0.7% | Reduced |
| SFMG, LLC | 192,783 | $27.3M | 3.03% | +2,093+1.1% | Added |
| Good Life Advisors, LLC | 193,440 | $27.4M | 3.73% | +76,144+64.9% | Added |
| WP Advisors, LLC | 195,074 | $27.6M | 11.32% | +1,058+0.5% | Added |
| Nikko Asset Management Americas, Inc. | 194,536 | $27.6M | 0.12% | −43,382−18.2% | Reduced |
| Pine Ridge Advisers LLC | 195,200 | $27.6M | 7.78% | 00.0% | Unchanged |
| Winning Points Advisors, LLC | 195,203 | $27.6M | 20.85% | +3,450+1.8% | Added |
| Montis Financial, LLC | 198,711 | $27.6M | 23.50% | −1,903−0.9% | Reduced |
| TBH Global Asset Management, LLC | 195,912 | $27.7M | 6.44% | −9,440−4.6% | Reduced |
| Regent Investment Management LLC | 196,247 | $27.8M | 6.65% | −5,311−2.6% | Reduced |
| Meristem Family Wealth, LLC | 196,722 | $27.8M | 2.68% | +72,256+58.1% | Added |
| First Financial Bank - Trust Division | 196,743 | $27.8M | 3.05% | +7,474+3.9% | Added |
| Mark Stevens | 196,902 | $27.9M | 3.12% | −8,510−4.1% | Reduced |
| First Midwest Bank Trust Division | 196,923 | $27.9M | 3.97% | −11,899−5.7% | Reduced |
| Alexandria Capital, LLC | 196,983 | $27.9M | 2.58% | −3,440−1.7% | Reduced |
| Texas Yale Capital Corp. | 197,167 | $27.9M | 1.58% | +531+0.3% | Added |
| Annex Advisory Services, LLC | 197,519 | $28.0M | 2.29% | −21,859−10.0% | Reduced |
| Verdence Capital Advisors LLC | 197,842 | $28.0M | 3.68% | −12,103−5.8% | Reduced |
| Belmont Capital, LLC | 197,896 | $28.0M | 22.75% | +131,150+196.5% | Added |
| Gilder Gagnon Howe & Co LLC | 197,993 | $28.0M | 0.15% | +40,872+26.0% | Added |
| BBVA USA | 198,335 | $28.1M | 1.65% | −21,772−9.9% | Reduced |
| PFS Investments Inc. | 187,490 | $28.2M | 0.58% | +25,142+15.5% | Added |
| Horizon Investments, LLC | 200,557 | $28.3M | 0.88% | +165,647+474.5% | Added |
| MayTech Global Investments, LLC | 200,312 | $28.3M | 5.87% | +4,374+2.2% | Added |
| Thoroughbred Financial Services, LLC | 200,499 | $28.4M | 6.90% | +5,692+2.9% | Added |
| Sand Hill Global Advisors, LLC | 200,730 | $28.4M | 1.72% | +7,006+3.6% | Added |
| Trust Co of Virginia | 200,851 | $28.4M | 3.15% | −3,512−1.7% | Reduced |
| Centaurus Financial, Inc. | 200,924 | $28.4M | 2.38% | −2,906−1.4% | Reduced |
| Oxbow Advisors, LLC | 201,456 | $28.5M | 2.90% | −2,322−1.1% | Reduced |
| Sabadell Asset Management, S.A S.G.I.I.C | 201,876 | $28.6M | 4.92% | −27,905−12.1% | Reduced |
| Sandbox Financial Partners, LLC | 202,773 | $28.7M | 20.47% | +11,564+6.0% | Added |
| GFS Advisors, LLC | 202,814 | $28.7M | 6.24% | −3,917−1.9% | Reduced |
| National Mutual Insurance Federation of Agricultural Cooperatives | 203,400 | $28.8M | 0.25% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 203,869 | $28.8M | 2.82% | +40,133+24.5% | Added |
| Elite Wealth Management, Inc. | 204,117 | $28.9M | 12.91% | −730.0% | Reduced |
| First American Trust, FSB | 204,667 | $29.0M | 4.37% | +7,398+3.8% | Added |
| Prime Capital Investment Advisors, LLC | 204,757 | $29.0M | 1.81% | −36,943−15.3% | Reduced |
| Hendershot Investments Inc. | 204,931 | $29.0M | 5.48% | +83,443+68.7% | Added |
| Progressive Investment Management Corp | 205,013 | $29.0M | 8.61% | +5,462+2.7% | Added |
| D L Carlson Investment Group Inc | 205,126 | $29.0M | 5.05% | −18,126−8.1% | Reduced |
| Legacy Private Trust Co. | 205,225 | $29.0M | 2.35% | +13,541+7.1% | Added |
| Westchester Capital Management, Inc. | 205,336 | $29.1M | 8.09% | −2,229−1.1% | Reduced |
| Northstar Asset Management LLC | 205,335 | $29.1M | 7.62% | 00.0% | Unchanged |
| Orion Portfolio Solutions, LLC | 205,610 | $29.1M | 1.07% | +31,311+18.0% | Added |
| Cornerstone Advisory, LLC | 205,760 | $29.1M | 4.82% | −12,157−5.6% | Reduced |
| Empirical Finance, LLC | 206,229 | $29.2M | 4.40% | +11,047+5.7% | Added |
| Sanford Advisory Services, LLC | 208,673 | $29.3M | 7.34% | −496−0.2% | Reduced |
| Condor Capital Management | 206,866 | $29.3M | 3.12% | −637−0.3% | Reduced |
| Saybrook Capital | 206,902 | $29.3M | 8.10% | −600−0.3% | Reduced |
| Oribel Capital Management, LP | 207,100 | $29.3M | 3.61% | +100,500+94.3% | Added |
| Tokio Marine Asset Management Co Ltd | 207,379 | $29.3M | 2.61% | +15,275+8.0% | Added |
| Physicians Financial Services, Inc. | 207,472 | $29.4M | 11.89% | −1,605−0.8% | Reduced |
| Paradigm Financial Advisors, LLC | 207,569 | $29.4M | 6.78% | −6,418−3.0% | Reduced |
| Conning Inc. | 207,636 | $29.4M | 0.85% | −32,794−13.6% | Reduced |
| 1st Source Bank | 208,190 | $29.5M | 1.86% | −2,992−1.4% | Reduced |
| NZS Capital, LLC | 208,234 | $29.5M | 2.91% | −18,000−8.0% | Reduced |
| Moreno Evelyn V | 208,354 | $29.5M | 6.94% | −6,098−2.8% | Reduced |
| Proequities, Inc. | 217,672 | $29.6M | 1.81% | +2,477+1.2% | Added |
| Cape Cod Five Cents Savings Bank | 209,341 | $29.6M | 3.04% | −6,813−3.2% | Reduced |
| Abner Herrman & Brock LLC | 209,779 | $29.7M | 4.18% | −3,861−1.8% | Reduced |
| Brown Advisory Securities, LLC | 209,924 | $29.7M | 8.79% | −231,916−52.5% | Reduced |
| American Assets Investment Management, LLC | 210,000 | $29.7M | 3.68% | 00.0% | Unchanged |
| PFG Advisors | 210,382 | $29.8M | 3.38% | −4,027−1.9% | Reduced |
| Barr E S & Co | 210,767 | $29.8M | 2.15% | −1,452−0.7% | Reduced |
| SP Asset Management | 200,937 | $29.9M | 3.13% | +234+0.1% | Added |
| Focus Financial Network, Inc. | 211,641 | $29.9M | 4.00% | −1,114−0.5% | Reduced |
| Monetary Management Group Inc | 211,782 | $30.0M | 8.24% | +11,415+5.7% | Added |
| Acorn Financial Advisory Services Inc | 211,982 | $30.0M | 9.28% | +98,335+86.5% | Added |
| Ballentine Partners, LLC | 211,992 | $30.0M | 1.02% | +997+0.5% | Added |
| Draper Asset Management, LLC | 212,025 | $30.0M | 28.41% | +2,538+1.2% | Added |
| IPG Investment Advisors LLC | 212,209 | $30.0M | 9.50% | −36,008−14.5% | Reduced |
| V Wealth Advisors LLC | 212,973 | $30.1M | 4.72% | −5,370−2.5% | Reduced |