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 7 sales; 6,149 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 | 6,149 | $2.80T |
| Q1 2026 | 6,134 | $2.40T |
| Q4 2025 | 6,130 | $2.61T |
| Q3 2025 | 5,616 | $2.35T |
| Q2 2025 | 5,599 | $1.93T |
| Q1 2025 | 5,607 | $2.08T |
| Q4 2024 | 5,671 | $2.36T |
| Q3 2024 | 5,105 | $2.17T |
| Q2 2024 | 5,132 | $1.98T |
| Q1 2024 | 5,023 | $1.61T |
| Q4 2023 | 4,976 | $1.81T |
| Q3 2023 | 4,618 | $1.60T |
| Q2 2023 | 4,594 | $1.82T |
| Q1 2023 | 4,524 | $1.55T |
| Q4 2022 | 4,555 | $1.21T |
| Q3 2022 | 4,346 | $1.29T |
| Q2 2022 | 4,339 | $1.28T |
| Q1 2022 | 4,390 | $1.66T |
| Q4 2021 | 4,402 | $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 |
|---|---|---|---|---|---|
| Aull & Monroe Investment Management Corp | 3,899 | $552.0K | 0.27% | −580−12.9% | Reduced |
| Carolina Wealth Advisors, LLC | 3,906 | $553.0K | 0.37% | +185+5.0% | Added |
| Madden Advisory Services, Inc. | 3,929 | $556.0K | 0.40% | +161+4.3% | Added |
| Cornerstone Wealth Advisors, Inc. | 3,958 | $560.0K | 0.20% | −100−2.5% | Reduced |
| Boyar Asset Management Inc. | 3,996 | $565.0K | 0.37% | 00.0% | Unchanged |
| Quinn Opportunity Partners LLC | 4,000 | $566.0K | 0.04% | −2,000−33.3% | Reduced |
| Caz Investments LP | 4,000 | $566.0K | 0.73% | −1,600−28.6% | Reduced |
| Peconic Partners LLC | 4,000 | $566.0K | 0.05% | 00.0% | Unchanged |
| Blue Water Life Science Advisors, LLC | 4,000 | $566.0K | 0.18% | 00.0% | Unchanged |
| Euro Pacific Asset Management, LLC | 4,000 | $566.0K | 0.15% | +4,000 | New |
| Evergreen Advisors, LLC | 4,004 | $567.0K | 0.20% | +1,005+33.5% | Added |
| Night Owl Capital Management, LLC | 4,017 | $568.0K | 0.10% | 00.0% | Unchanged |
| NFC Investments, LLC | 4,017 | $568.0K | 0.12% | −10.0% | Reduced |
| High Probability Advisors, LLC | 4,024 | $569.4K | 0.23% | +472+13.3% | Added |
| Walleye Capital LLC | 4,112 | $582.0K | 0.02% | −38,092−90.3% | Reduced |
| Inspire Advisors, LLC | 4,127 | $584.0K | 0.18% | +552+15.4% | Added |
| Briaud Financial Planning, Inc | 4,152 | $587.0K | 0.39% | 00.0% | Unchanged |
| Arkansas Financial Group, Inc. | 4,158 | $588.0K | 0.13% | +688+19.8% | Added |
| LWS Wealth Advisors, Inc. | 4,166 | $590.0K | 0.26% | −240−5.4% | Reduced |
| BCM Advisors, LLC | 4,067 | $596.0K | 0.16% | 00.0% | Unchanged |
| Raub Brock Capital Management LP | 4,225 | $598.0K | 0.09% | +20.0% | Added |
| JD Financial Services Inc. | 4,230 | $599.0K | 0.55% | +297+7.6% | Added |
| Watchman Group, Inc. | 4,269 | $604.0K | 0.39% | −1,360−24.2% | Reduced |
| Contravisory Investment Management, Inc. | 4,267 | $604.0K | 0.18% | +159+3.9% | Added |
| Tacita Capital Inc | 4,282 | $606.0K | 0.37% | −290−6.3% | Reduced |
| Guardian Wealth Advisors, LLC | 4,301 | $609.0K | 0.54% | −300−6.5% | Reduced |
| Insight Wealth Partners, LLC | 4,310 | $610.0K | 0.39% | −25−0.6% | Reduced |
| AtlasMark Financial, Inc | 4,316 | $610.7K | 0.82% | 00.0% | Unchanged |
| McNaughton Wealth Management, LLC | 4,326 | $612.0K | 0.43% | +6+0.1% | Added |
| Karpas Strategies, LLC | 4,100 | $615.0K | 0.20% | 00.0% | Unchanged |
| Van Strum & Towne Inc. | 4,352 | $616.0K | 0.24% | 00.0% | Unchanged |
| Gleason Group, Inc. | 4,410 | $624.0K | 0.23% | +6+0.1% | Added |
| Adirondack Retirement Specialists, Inc. | 4,410 | $624.0K | 0.58% | +2,098+90.7% | Added |
| Springowl Associates LLC | 4,500 | $637.0K | 2.79% | 00.0% | Unchanged |
| Shapiro Capital Management LLC | 4,500 | $637.0K | 0.01% | 00.0% | Unchanged |
| Clear Street Markets LLC | 4,539 | $642.0K | 0.14% | −6,929−60.4% | Reduced |
| Fca Corp | 4,570 | $647.0K | 0.19% | −8,800−65.8% | Reduced |
| KB Financial Partners, LLC | 4,581 | $648.0K | 0.24% | −59−1.3% | Reduced |
| Syverson Strege & Co | 4,606 | $652.0K | 0.52% | +35+0.8% | Added |
| Argyle Capital Management Inc. | 4,636 | $656.0K | 0.22% | 00.0% | Unchanged |
| Advisory Research Inc | 4,652 | $658.0K | 0.04% | −33−0.7% | Reduced |
| Barnett & Company, Inc. | 4,660 | $659.0K | 0.50% | −451−8.8% | Reduced |
| FAI Wealth Management | 4,672 | $661.0K | 0.57% | 00.0% | Unchanged |
| Corbett Road Capital Management, LLC | 4,720 | $668.0K | 1.16% | +352+8.1% | Added |
| Anfield Capital Management, LLC | 4,524 | $675.0K | 0.21% | −71−1.5% | Reduced |
| Kerntke Otto McGlone Wealth Management Group | 4,778 | $676.0K | 2.01% | −17,750−78.8% | Reduced |
| IAG Wealth Partners, LLC | 4,773 | $676.0K | 0.24% | −860−15.3% | Reduced |
| Ruffer LLP | 4,776 | $678.0K | 0.02% | 00.0% | Unchanged |
| Reaves W H & Co Inc | 4,800 | $679.0K | 0.02% | 00.0% | Unchanged |
| Schoolcraft Capital LLC | 4,811 | $680.8K | 0.23% | −476−9.0% | Reduced |
| IronBridge Private Wealth, LLC | 4,818 | $682.0K | 0.41% | +20.0% | Added |
| Silver Lake Advisory, LLC | 4,845 | $686.0K | 0.34% | +192+4.1% | Added |
| Geneva Partners, LLC | 4,858 | $687.0K | 0.34% | +429+9.7% | Added |
| Flagship Private Wealth, LLC | 4,881 | $691.0K | 0.55% | +20.0% | Added |
| Cypress Point Wealth Management, LLC | 4,883 | $691.0K | 0.49% | +22+0.5% | Added |
| Whitcomb & Hess, Inc. | 4,898 | $693.0K | 0.29% | +3+0.1% | Added |
| Johnson Financial Group, LLC | 4,924 | $696.0K | 0.14% | −4,562−48.1% | Reduced |
| Danda Trouve Investment Management, Inc. | 4,924 | $697.0K | 0.84% | +55+1.1% | Added |
| LPWM LLC | 4,890 | $698.0K | 0.41% | +10.0% | Added |
| Perkins Capital Management Inc | 4,950 | $700.0K | 0.43% | 00.0% | Unchanged |
| Keystone Wealth Partners | 4,944 | $700.0K | 0.39% | +1,534+45.0% | Added |
| Lowe Wealth Advisors, LLC | 4,962 | $702.0K | 0.33% | −576−10.4% | Reduced |
| Independent Family Office, LLC | 4,955 | $703.0K | 0.29% | −750−13.1% | Reduced |
| Wiser Wealth Management, Inc | 4,978 | $704.0K | 0.38% | +1,320+36.1% | Added |
| Cranbrook Wealth Management, LLC | 5,053 | $715.0K | 0.16% | +742+17.2% | Added |
| Strategic Financial Partners, Ltd. | 5,062 | $716.0K | 0.38% | +177+3.6% | Added |
| Camarda Financial Advisors, LLC | 5,070 | $717.0K | 0.48% | −1,200−19.1% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 5,084 | $719.4K | 0.10% | +568+12.6% | Added |
| Arq Wealth Advisors, LLC | 5,147 | $728.0K | 0.47% | −331−6.0% | Reduced |
| Truadvice, LLC | 4,865 | $732.0K | 0.67% | −69,412−93.5% | Reduced |
| Relative Value Partners Group, LLC | 5,173 | $732.0K | 0.05% | −784−13.2% | Reduced |
| Blossom Wealth Management | 5,197 | $735.0K | 4.37% | +70+1.4% | Added |
| H&H Retirement Design & Management INC | 5,174 | $739.0K | 0.45% | −199−3.7% | Reduced |
| Beacon Wealthcare LLC | 5,243 | $742.0K | 0.36% | −172−3.2% | Reduced |
| Ocean Endowment Partners, LLC | 5,688 | $745.0K | 3.61% | 00.0% | Unchanged |
| CenterStar Asset Management, LLC | – | $752.0K | 0.59% | – | New |
| Braun-Bostich & Associates Inc. | 5,344 | $756.0K | 1.42% | +100+1.9% | Added |
| Charles Schwab Investment Advisory, Inc. | 5,358 | $758.0K | 0.00% | +421+8.5% | Added |
| Red Tortoise LLC | 5,486 | $758.0K | 0.60% | +5,486 | New |
| Hummer Financial Advisory Services Inc | 5,368 | $760.0K | 0.70% | +350+7.0% | Added |
| Asset Planning Corporation | 5,385 | $762.0K | 0.71% | −8−0.1% | Reduced |
| Jentner Corp | 5,420 | $767.0K | 0.52% | −88−1.6% | Reduced |
| True Link Financial Advisors, LLC | 1,220 | $776.0K | 0.11% | −77−5.9% | Reduced |
| Capital Management Corp | 5,506 | $779.0K | 0.17% | +276+5.3% | Added |
| Mokosak Advisory Group, LLC | 5,529 | $782.0K | 0.32% | +94+1.7% | Added |
| Mendel Money Management | 5,553 | $786.0K | 0.49% | +550+11.0% | Added |
| Rocky Mountain Advisers, LLC | 5,576 | $789.0K | 0.96% | 00.0% | Unchanged |
| Newport Capital Group, LLC | 5,609 | $794.0K | 0.61% | +500+9.8% | Added |
| Seneca Financial Advisors LLC | 5,621 | $795.4K | 0.53% | +71+1.3% | Added |
| Envoi LLC | 5,633 | $797.1K | 1.77% | +1,149+25.6% | Added |
| Cullen Capital Management LLC | 5,640 | $798.0K | 0.01% | 00.0% | Unchanged |
| First Fiduciary Investment Counsel, Inc. | 5,653 | $800.0K | 0.16% | −75−1.3% | Reduced |
| Guidance Point Advisors, LLC | 5,655 | $800.0K | 0.29% | +6+0.1% | Added |
| HighMark Wealth Management LLC | 5,664 | $801.0K | 0.59% | −240−4.1% | Reduced |
| Sofos Investments, Inc. | 4,856 | $803.0K | 0.58% | −4,933−50.4% | Reduced |
| Peak Financial Advisors LLC | 5,678 | $803.0K | 0.71% | +42+0.7% | Added |
| Mason Investment Advisory Services, Inc. | 5,676 | $803.2K | 0.08% | +108+1.9% | Added |
| Keeley-Teton Advisors, LLC | 5,690 | $805.0K | 0.09% | +5,690 | New |
| L2 Asset Management, LLC | 5,696 | $806.0K | 2.04% | −29,402−83.8% | Reduced |
| O'Neil Global Advisors, Inc. | 5,697 | $806.0K | 0.62% | −1,409−19.8% | Reduced |