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 |
|---|---|---|---|---|---|
| Johnson Midwest Financial, LLC | 10,277 | $1.45M | 1.19% | +43+0.4% | Added |
| RHS Financial, LLC | 10,288 | $1.46M | 1.06% | −104−1.0% | Reduced |
| Roth Financial Partners LLC | 10,340 | $1.46M | 1.14% | 00.0% | Unchanged |
| WJ Wealth Management, LLC | 10,355 | $1.47M | 0.97% | +50+0.5% | Added |
| FC Advisory LLC | 10,377 | $1.47M | 0.65% | +8+0.1% | Added |
| Wealthcare Capital Management LLC | 10,393 | $1.47M | 0.14% | +131+1.3% | Added |
| JFG Wealth Management, LLC | 10,413 | $1.47M | 0.70% | +423+4.2% | Added |
| Ullmann Financial Group, Inc. | 10,425 | $1.48M | 0.58% | +768+8.0% | Added |
| S. Muoio & Co. LLC | 10,428 | $1.48M | 1.24% | 00.0% | Unchanged |
| KWMG, LLC | 10,452 | $1.48M | 0.22% | +16+0.2% | Added |
| Advanced Research Investment Solutions, LLC | 10,459 | $1.48M | 0.76% | +3,572+51.9% | Added |
| Prentiss Smith & Co Inc | 10,480 | $1.48M | 0.75% | +8,680+482.2% | Added |
| DHJJ Financial Advisors, Ltd. | 10,508 | $1.49M | 0.77% | −18−0.2% | Reduced |
| Heck Capital Advisors, LLC | 10,560 | $1.49M | 0.30% | −179−1.7% | Reduced |
| Shay Capital LLC | 10,567 | $1.50M | 0.48% | −19,733−65.1% | Reduced |
| Green Alpha Advisors, LLC | 10,650 | $1.51M | 1.04% | +335+3.2% | Added |
| Affinia Financial Group, LLC | 10,120 | $1.51M | 0.96% | −575−5.4% | Reduced |
| Quantedge Capital Pte Ltd | 10,700 | $1.51M | 0.73% | 00.0% | Unchanged |
| Refined Wealth Management | 10,726 | $1.52M | 1.23% | +157+1.5% | Added |
| Cavalier Investments, LLC | 10,750 | $1.52M | 0.48% | −1,366−11.3% | Reduced |
| Roble, Belko & Company, Inc | 10,746 | $1.52M | 0.31% | 00.0% | Unchanged |
| EMG Holdings, L.P. | 10,750 | $1.52M | 0.47% | +10,750 | New |
| US Financial Advisors, LLC | 10,780 | $1.52M | 0.76% | 00.0% | Unchanged |
| swisspartners Ltd. | 10,837 | $1.53M | 1.19% | +400+3.8% | Added |
| Divergent Planning, LLC | 10,908 | $1.54M | 1.25% | −92−0.8% | Reduced |
| First National Bank Sioux Falls | 10,937 | $1.55M | 2.59% | +306+2.9% | Added |
| CAMG Solamere Management, LLC | 10,945 | $1.55M | 1.27% | −130−1.2% | Reduced |
| Coho Partners, Ltd. | 10,976 | $1.55M | 0.03% | 00.0% | Unchanged |
| Leonard Rickey Investment Advisors P.L.L.C. | 10,979 | $1.55M | 0.65% | +534+5.1% | Added |
| Legacy Financial Group LLC | 11,022 | $1.56M | 0.47% | −635−5.4% | Reduced |
| Stevard, LLC | 11,023 | $1.56M | 1.23% | +422+4.0% | Added |
| Future Financial Wealth Managment LLC | 11,420 | $1.56M | 1.61% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 11,069 | $1.57M | 0.71% | +210+1.9% | Added |
| Lathrop Investment Management Corp | 11,083 | $1.57M | 0.34% | −66−0.6% | Reduced |
| Westwood Management Corp | 11,092 | $1.57M | 0.13% | 00.0% | Unchanged |
| Game Creek Capital, LP | 11,125 | $1.57M | 0.83% | −1,125−9.2% | Reduced |
| Capital Markets Trading UK LLP | 11,019 | $1.57M | 1.23% | +11,019 | New |
| DSC Advisors, L.P. | 11,186 | $1.58M | 2.09% | −1,032−8.4% | Reduced |
| Easterly Investment Partners LLC | 11,187 | $1.58M | 0.11% | 00.0% | Unchanged |
| Conservest Capital Advisors, Inc. | 11,196 | $1.58M | 0.18% | −94−0.8% | Reduced |
| Miller Investment Management, LP | 11,207 | $1.59M | 0.27% | −22,396−66.6% | Reduced |
| Armbruster Capital Management, Inc. | 11,220 | $1.59M | 0.45% | +2,810+33.4% | Added |
| Stonebridge Financial Planning Group, LLC | 10,537 | $1.60M | 0.78% | −263−2.4% | Reduced |
| Truvvo Partners LLC | 11,283 | $1.60M | 1.11% | +431+4.0% | Added |
| Delos Wealth Advisors, LLC | 11,299 | $1.60M | 1.76% | −8,053−41.6% | Reduced |
| Granite Point Capital Management, L.P. | 11,300 | $1.60M | 0.62% | −1,700−13.1% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 11,306 | $1.60M | 0.91% | +11,106+5,553.0% | Added |
| Grace & White Inc | 11,319 | $1.60M | 0.31% | −400−3.4% | Reduced |
| SRB Corp | 11,337 | $1.60M | 0.10% | −3,578−24.0% | Reduced |
| Gainplan LLC | 11,386 | $1.61M | 0.71% | −18,140−61.4% | Reduced |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 11,438 | $1.62M | 0.10% | −384−3.2% | Reduced |
| Fort, L.P. | 11,466 | $1.62M | 0.54% | −1,583−12.1% | Reduced |
| McClarren Financial Advisors, Inc. | 11,475 | $1.62M | 1.26% | −7−0.1% | Reduced |
| Hubbell Strickland Wealth Management, LLC | 11,492 | $1.63M | 0.99% | +23+0.2% | Added |
| Pavion Blue Capital, LLC | 11,503 | $1.63M | 1.01% | −440−3.7% | Reduced |
| Element Wealth, LLC | 11,533 | $1.63M | 1.31% | +149+1.3% | Added |
| CVA Family Office, LLC | 14,124 | $1.64M | 1.18% | −24,948−63.9% | Reduced |
| Defined Wealth Management, LLC | 11,605 | $1.64M | 1.46% | −68−0.6% | Reduced |
| Riverstone Advisors, LLC | 11,612 | $1.64M | 0.76% | +1,123+10.7% | Added |
| Probity Advisors, Inc. | 11,614 | $1.64M | 0.34% | +1,966+20.4% | Added |
| Sanctuary Wealth Management, L.L.C. | 11,708 | $1.66M | 1.84% | −29−0.2% | Reduced |
| One Day In July LLC | 11,784 | $1.67M | 0.41% | +2,687+29.5% | Added |
| Milestone Advisory Partners | 11,820 | $1.67M | 0.98% | −344−2.8% | Reduced |
| Catalyst Private Wealth, LLC | 11,896 | $1.68M | 0.72% | −200−1.7% | Reduced |
| Valley Forge Investment Consultants Inc Adv | 11,961 | $1.69M | 0.91% | +101+0.9% | Added |
| Monte Financial Group, LLC | 11,999 | $1.70M | 0.97% | −483−3.9% | Reduced |
| Franklin, Parlapiano, Turner & Welch, LLC | 12,020 | $1.70M | 0.53% | 00.0% | Unchanged |
| Newton One Investments LLC | 12,030 | $1.70M | 1.27% | +40.0% | Added |
| Kempen Capital Management N.V. | 12,039 | $1.70M | 0.06% | −16,429−57.7% | Reduced |
| Royal Harbor Partners, LLC | 12,035 | $1.70M | 1.21% | +9,515+377.6% | Added |
| MBE Wealth Management, LLC | 12,043 | $1.70M | 0.87% | +38+0.3% | Added |
| Adams Wealth Management | 12,123 | $1.72M | 0.67% | +2,070+20.6% | Added |
| Waypoint Wealth Partners Inc. | 12,150 | $1.72M | 0.64% | −539−4.2% | Reduced |
| New Perspectives, Inc | 12,199 | $1.73M | 1.27% | −243−2.0% | Reduced |
| MinichMacGregor Wealth Management, LLC | 12,207 | $1.73M | 0.58% | +135+1.1% | Added |
| Adalta Capital Management LLC | 12,224 | $1.73M | 0.96% | −325−2.6% | Reduced |
| HT Partners LLC | 12,241 | $1.73M | 0.53% | −50.0% | Reduced |
| Ashford Capital Management Inc | 12,250 | $1.73M | 0.16% | +3,500+40.0% | Added |
| Profit Investment Management, LLC | 12,261 | $1.73M | 1.21% | 00.0% | Unchanged |
| Vantage Financial Partners Ltd., Inc. | 12,264 | $1.74M | 0.93% | +8,560+231.1% | Added |
| Axiom Financial Strategies, LLC | 12,333 | $1.75M | 0.82% | +10+0.1% | Added |
| 4J Wealth Management LLC | 12,378 | $1.75M | 1.52% | +496+4.2% | Added |
| Northwest Quadrant Wealth Management, LLC | 12,279 | $1.75M | 0.50% | +1,472+13.6% | Added |
| TLWM | 12,459 | $1.76M | 0.67% | +411+3.4% | Added |
| Peterson Wealth Management | 12,488 | $1.77M | 1.37% | +243+2.0% | Added |
| SG3 Management, LLC | 12,500 | $1.77M | 0.63% | −7,500−37.5% | Reduced |
| Ulysses Management LLC | 12,500 | $1.77M | 0.31% | +1,500+13.6% | Added |
| DCF Advisers, LLC | 12,500 | $1.77M | 0.96% | +7,500+150.0% | Added |
| Precision Wealth Strategies, LLC | 12,605 | $1.78M | 1.38% | +69+0.6% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 12,618 | $1.79M | 0.44% | +911+7.8% | Added |
| Kelly Financial Services LLC | 12,623 | $1.79M | 1.01% | −1,719,283−99.3% | Reduced |
| Legend Financial Advisors, Inc. | 12,663 | $1.79M | 1.14% | +148+1.2% | Added |
| Clear Investment Research, LLC | 12,714 | $1.80M | 2.91% | −14−0.1% | Reduced |
| Western Financial Corporation | 12,742 | $1.80M | 1.07% | −34−0.3% | Reduced |
| Concorde Asset Management, LLC | 12,766 | $1.80M | 1.04% | +280+2.2% | Added |
| Wallace Capital Management Inc. | 12,761 | $1.81M | 0.25% | +3,763+41.8% | Added |
| AlphaMark Advisors, LLC | 12,785 | $1.81M | 0.65% | +502+4.1% | Added |
| Platinum Investment Management Ltd | 12,788 | $1.81M | 0.05% | 00.0% | Unchanged |
| Ami Investment Management Inc | 12,795 | $1.81M | 0.78% | −514−3.9% | Reduced |
| BCGM Wealth Management, LLC | 12,091 | $1.81M | 1.01% | +398+3.4% | Added |