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; 6,150 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 | 6,150 | $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 |
|---|---|---|---|---|---|
| Foundry Partners, LLC | 7,925 | $1.12M | 0.04% | −1,176−12.9% | Reduced |
| Piershale Financial Group, Inc. | 7,940 | $1.12M | 0.46% | +576+7.8% | Added |
| Mizuho Securities Co. Ltd. | 7,940 | $1.12M | 0.33% | −9,580−54.7% | Reduced |
| Hunter Perkins Capital Management, LLC | 7,952 | $1.13M | 0.23% | +400+5.3% | Added |
| Aristotle Capital Management, LLC | 8,000 | $1.13M | 0.00% | 00.0% | Unchanged |
| Financial & Tax Architects, LLC | 8,011 | $1.13M | 0.52% | +1,313+19.6% | Added |
| Fulcrum Equity Management | 8,021 | $1.14M | 0.44% | +3,441+75.1% | Added |
| LVZ Advisors, Inc. | 8,049 | $1.14M | 0.16% | +399+5.2% | Added |
| APCM Wealth Management for Individuals | 8,068 | $1.14M | 0.22% | −28−0.3% | Reduced |
| Burns Matteson Capital Management, LLC | 8,083 | $1.14M | 0.87% | +3,096+62.1% | Added |
| Weybosset Research & Management LLC | 8,087 | $1.14M | 0.46% | −1,509−15.7% | Reduced |
| TrueWealth Advisors, LLC | 8,111 | $1.15M | 0.65% | −71−0.9% | Reduced |
| Market Street Wealth Management Advisors LLC | 8,115 | $1.15M | 0.45% | 00.0% | Unchanged |
| FundX Investment Group, LLC | 8,194 | $1.16M | 0.55% | 00.0% | Unchanged |
| Conestoga Capital Advisors, LLC | 8,200 | $1.16M | 0.02% | 00.0% | Unchanged |
| Riversedge Advisors, LLC | 8,222 | $1.16M | 0.40% | +328+4.2% | Added |
| Stone House Investment Management, LLC | 8,500 | $1.16M | 0.45% | 00.0% | Unchanged |
| Prentice Wealth Management LLC | 8,230 | $1.17M | 0.56% | +1,577+23.7% | Added |
| Salem Capital Management Inc | 8,260 | $1.17M | 0.64% | 00.0% | Unchanged |
| Executive Wealth Group LLC | 8,285 | $1.17M | 0.72% | +10+0.1% | Added |
| Albert D Mason Inc | 8,399 | $1.19M | 0.77% | +15+0.2% | Added |
| Awm Capital, LLC | 7,547 | $1.19M | 0.89% | +7,547 | New |
| 17 Capital Partners, LLC | 8,489 | $1.20M | 1.13% | −215−2.5% | Reduced |
| RiverGlades Family Offices LLC | 8,553 | $1.21M | 0.95% | 00.0% | Unchanged |
| LifePro Asset Management | 8,567 | $1.21M | 0.37% | +399+4.9% | Added |
| Davidson Capital Management Inc. | 8,649 | $1.22M | 0.62% | −1,119−11.5% | Reduced |
| Biltmore Wealth Management, LLC | 8,712 | $1.23M | 0.49% | −266−3.0% | Reduced |
| Ascension Capital Advisors, Inc. | 8,766 | $1.24M | 0.81% | −300−3.3% | Reduced |
| MBM Wealth Consultants, LLC | 8,763 | $1.24M | 0.57% | +612+7.5% | Added |
| Baron Financial Group, LLC | 8,834 | $1.25M | 0.76% | +10.0% | Added |
| Engineers Gate Manager LP | 8,850 | $1.25M | 0.07% | +8,850 | New |
| Seven Post Investment Office LP | 8,888 | $1.26M | 0.39% | +20.0% | Added |
| Oliver Luxxe Assets LLC | 8,900 | $1.26M | 0.35% | −425−4.6% | Reduced |
| Sippican Capital Advisors | 8,896 | $1.26M | 1.09% | −60−0.7% | Reduced |
| Park Circle Co | 8,900 | $1.26M | 1.04% | +6,900+345.0% | Added |
| Cedar Mountain Advisors, LLC | 8,927 | $1.26M | 0.42% | +2,039+29.6% | Added |
| Wedgewood Investors Inc | 8,934 | $1.26M | 1.64% | 00.0% | Unchanged |
| Avondale Wealth Management | 8,934 | $1.26M | 1.23% | 00.0% | Unchanged |
| Omega Financial Group, LLC | 8,960 | $1.27M | 0.60% | −62−0.7% | Reduced |
| Core Wealth Advisors, Inc. | 8,983 | $1.27M | 0.84% | −22−0.2% | Reduced |
| Financial Strategies Group, Inc. | 8,986 | $1.27M | 0.57% | +203+2.3% | Added |
| Paragon Advisors, LLC | 8,994 | $1.27M | 0.62% | +839+10.3% | Added |
| First Pacific Financial | 9,004 | $1.27M | 0.68% | +219+2.5% | Added |
| Pacific Edge Advisors, LLC | 9,005 | $1.27M | 0.62% | +1,012+12.7% | Added |
| Corrado Advisors, LLC | 9,081 | $1.28M | 0.80% | +15+0.2% | Added |
| Sharkey, Howes & Javer | 9,110 | $1.29M | 0.33% | +1,048+13.0% | Added |
| Marotta Asset Management | 9,956 | $1.30M | 0.31% | −1,317−11.7% | Reduced |
| Asset Advisors Investment Management, LLC | 9,166 | $1.30M | 0.14% | −979−9.7% | Reduced |
| Holistic Financial Partners | 9,167 | $1.30M | 0.80% | −753−7.6% | Reduced |
| Codex Capital, L.L.C. | 9,200 | $1.30M | 0.70% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 9,147 | $1.31M | 0.16% | −1,943−17.5% | Reduced |
| Vista Investment Management | 9,288 | $1.31M | 0.77% | −8,550−47.9% | Reduced |
| PFG Private Wealth Management, LLC | 9,283 | $1.31M | 0.77% | +215+2.4% | Added |
| Disciplined Investments, LLC | 9,302 | $1.32M | 0.64% | 00.0% | Unchanged |
| ArrowMark Colorado Holdings LLC | 9,320 | $1.32M | 0.01% | −964−9.4% | Reduced |
| Horrell Capital Management, Inc. | 9,329 | $1.32M | 0.50% | +30.0% | Added |
| Ratio Wealth Group | 9,337 | $1.32M | 0.43% | +365+4.1% | Added |
| Requisite Capital Management, LLC | 9,361 | $1.32M | 0.28% | +500+5.6% | Added |
| Compass Ion Advisors, LLC | 9,381 | $1.33M | 0.48% | −39−0.4% | Reduced |
| American Asset Management Inc. | 8,873 | $1.33M | 1.07% | −678−7.1% | Reduced |
| Pacifica Capital Investments, LLC | 9,400 | $1.33M | 0.43% | 00.0% | Unchanged |
| Gibson Capital, LLC | 9,442 | $1.33M | 0.35% | +70+0.7% | Added |
| AMJ Financial Wealth Management | 9,437 | $1.33M | 0.55% | +8+0.1% | Added |
| Access Financial Services, Inc. | 9,444 | $1.34M | 0.60% | +137+1.5% | Added |
| J.Safra Asset Management Corp | 9,448 | $1.34M | 0.32% | +9,448 | New |
| Gruss & Co., LLC | 9,450 | $1.34M | 3.74% | −800−7.8% | Reduced |
| Eliot Finkel Investment Counsel, LLC | 9,451 | $1.34M | 0.86% | 00.0% | Unchanged |
| Bond & Devick Financial Network, Inc. | 9,485 | $1.34M | 1.11% | −50−0.5% | Reduced |
| Proquility Private Wealth Partners, LLC | 9,505 | $1.34M | 0.51% | +156+1.7% | Added |
| Fortis Advisors, LLC | 9,510 | $1.35M | 0.82% | −4,083−30.0% | Reduced |
| Ten Capital Wealth Advisors, LLC | 9,551 | $1.35M | 0.63% | −22,459−70.2% | Reduced |
| Northern Capital Management, Inc. | 9,601 | $1.36M | 1.16% | +20.0% | Added |
| Sentinel Pension Advisors Inc | 9,615 | $1.36M | 0.46% | −100−1.0% | Reduced |
| Ironsides Asset Advisors, LLC | 9,623 | $1.36M | 0.43% | +445+4.8% | Added |
| Capital Investment Services of America, Inc. | 9,637 | $1.36M | 0.13% | 00.0% | Unchanged |
| Harbor Group, Inc. | 9,664 | $1.37M | 0.88% | +8+0.1% | Added |
| Cohen & Steers, Inc. | 9,678 | $1.37M | 0.00% | −3,897−28.7% | Reduced |
| ICONIQ Capital, LLC | 9,703 | $1.37M | 0.01% | −574−5.6% | Reduced |
| Greytown Advisors Inc. | 9,713 | $1.37M | 0.61% | 00.0% | Unchanged |
| Ferguson Shapiro LLC | 9,776 | $1.38M | 0.81% | +20.0% | Added |
| Cohen Capital Management, Inc. | 9,827 | $1.39M | 0.24% | 00.0% | Unchanged |
| GenWealth Group, Inc. | 9,848 | $1.39M | 0.41% | −434−4.2% | Reduced |
| Bennicas & Associates, Inc. | 9,842 | $1.39M | 0.78% | −250−2.5% | Reduced |
| Driehaus Capital Management LLC | 9,854 | $1.39M | 0.02% | +522+5.6% | Added |
| Wealth Enhancement & Preservation of GA, LLC | 9,888 | $1.40M | 1.08% | +426+4.5% | Added |
| Regal Wealth Group, Inc. | 9,902 | $1.40M | 0.84% | +40.0% | Added |
| Moisand Fitzgerald Tamayo, LLC | 9,925 | $1.40M | 0.47% | +136+1.4% | Added |
| Keebeck Alpha, LP | 9,921 | $1.40M | 0.43% | +823+9.0% | Added |
| Wealthstar Advisors, LLC | 9,934 | $1.41M | 0.51% | −351−3.4% | Reduced |
| Curi Capital | 9,964 | $1.41M | 0.65% | −419−4.0% | Reduced |
| United Maritime Capital LLC | 10,000 | $1.42M | 1.58% | −9,250−48.1% | Reduced |
| Hanlon Investment Management, Inc. | 10,058 | $1.42M | 0.29% | +3,038+43.3% | Added |
| Chiron Capital Management, LLC | 10,069 | $1.43M | 1.04% | −90−0.9% | Reduced |
| ETF Portfolio Partners, Inc. | 10,080 | $1.43M | 0.57% | 00.0% | Unchanged |
| Sage Private Wealth Group, LLC | 10,094 | $1.43M | 1.97% | +26+0.3% | Added |
| Powell Investment Advisors, LLC | 10,125 | $1.43M | 0.88% | +288+2.9% | Added |
| Prosperity Planning, Inc. | 10,160 | $1.44M | 0.78% | −1,600−13.6% | Reduced |
| Sym Financial Corp | 10,194 | $1.44M | 0.85% | +164+1.6% | Added |
| 360 Financial, Inc. | 10,248 | $1.45M | 0.75% | −587−5.4% | Reduced |
| Tillar-Wenstrup Advisors, LLC | 10,267 | $1.45M | 0.67% | +37+0.4% | Added |