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 |
|---|---|---|---|---|---|
| Tandem Investment Advisors, Inc. | 12,808 | $1.81M | 0.15% | −60.0% | Reduced |
| AAFCPAs Wealth Management, LLC | 12,825 | $1.81M | 1.38% | +960+8.1% | Added |
| Resource Planning Group | 12,843 | $1.82M | 1.14% | −953−6.9% | Reduced |
| HBC Financial Services, PLLC | 12,702 | $1.82M | 1.22% | +82+0.6% | Added |
| Goodwin Daniel L | 12,879 | $1.82M | 0.84% | 00.0% | Unchanged |
| Grant/GrossMendelsohn, LLC | 12,262 | $1.82M | 1.45% | +1,726+16.4% | Added |
| Lion Street Advisors, LLC | 12,877 | $1.82M | 0.98% | +12,177+1,739.6% | Added |
| Scholtz & Company, LLC | 12,901 | $1.82M | 0.65% | +2,089+19.3% | Added |
| Cubic Asset Management, LLC | 12,931 | $1.83M | 0.45% | −200−1.5% | Reduced |
| Infusive Asset Management Inc. | 12,937 | $1.83M | 0.39% | −133,440−91.2% | Reduced |
| C M Bidwell & Associates Ltd | 12,939 | $1.83M | 1.22% | +267+2.1% | Added |
| Valtinson Bruner Financial Planning LLC | 12,299 | $1.84M | 1.01% | −14−0.1% | Reduced |
| Riverpoint Wealth Management Holdings, LLC | 12,982 | $1.84M | 0.64% | −3,600−21.7% | Reduced |
| Stevens Capital Management LP | 13,086 | $1.85M | 0.78% | −87,629−87.0% | Reduced |
| Financial Advisory Corp | 13,127 | $1.86M | 1.27% | +2,575+24.4% | Added |
| Berkeley Capital Partners, LLC | 13,135 | $1.86M | 0.86% | −69−0.5% | Reduced |
| Heron Financial Group, LLC | 13,137 | $1.86M | 1.04% | +60.0% | Added |
| Archetype Wealth Partners | 13,159 | $1.86M | 0.62% | +18+0.1% | Added |
| Alamar Capital Management, LLC | 13,169 | $1.86M | 1.44% | +951+7.8% | Added |
| Applied Capital LLC | 13,190 | $1.87M | 1.63% | +96+0.7% | Added |
| Emerald Mutual Fund Advisers Trust | 13,220 | $1.87M | 0.06% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 13,240 | $1.87M | 1.21% | 00.0% | Unchanged |
| RGT Wealth Advisors, LLC | 13,253 | $1.88M | 0.37% | −586−4.2% | Reduced |
| Claybrook Capital, LLC | 13,266 | $1.88M | 0.95% | −139,249−91.3% | Reduced |
| Marks Wealth, LLC | 13,302 | $1.88M | 0.61% | −219−1.6% | Reduced |
| CCG Wealth Management, LLC | 13,297 | $1.88M | 1.10% | +8,439+173.7% | Added |
| Uncommon Cents Investing LLC | 13,374 | $1.89M | 0.77% | +258+2.0% | Added |
| Peterson Wealth Advisors, LLC | 13,405 | $1.90M | 0.63% | 00.0% | Unchanged |
| Dougherty Wealth Advisers LLC | 13,414 | $1.90M | 2.82% | 00.0% | Unchanged |
| Ballew Advisors, Inc | 13,281 | $1.90M | 1.39% | +7,376+124.9% | Added |
| First National Bank of South Miami | 13,512 | $1.91M | 1.28% | +394+3.0% | Added |
| Horizon Kinetics Asset Management LLC | 13,574 | $1.92M | 0.04% | −594−4.2% | Reduced |
| Strid Group, LLC | 13,633 | $1.93M | 0.43% | −979−6.7% | Reduced |
| Rosenberg Matthew Hamilton | 13,711 | $1.94M | 0.77% | +2,966+27.6% | Added |
| Stone Run Capital, LLC | 13,732 | $1.94M | 0.67% | 00.0% | Unchanged |
| Groesbeck Investment Management Corp | 13,740 | $1.94M | 2.24% | 00.0% | Unchanged |
| Hudson Portfolio Management LLC | 13,792 | $1.95M | 1.80% | −1,353−8.9% | Reduced |
| Brouwer & Janachowski, LLC | 13,789 | $1.95M | 0.34% | −186−1.3% | Reduced |
| Hobart Private Capital, LLC | 13,811 | $1.95M | 0.77% | −2,465−15.1% | Reduced |
| Hillsdale Investment Management Inc. | 13,838 | $1.96M | 0.15% | 00.0% | Unchanged |
| Harvey Investment Co LLC | 13,852 | $1.96M | 0.25% | 00.0% | Unchanged |
| Investment Security Group Inc | 13,874 | $1.96M | 0.78% | −407−2.8% | Reduced |
| JBJ Investment Partners, LLC | 13,881 | $1.96M | 0.41% | 00.0% | Unchanged |
| Waller Financial Planning Group, Inc | 13,892 | $1.97M | 0.52% | +243+1.8% | Added |
| Foster Victor Wealth Advisors, LLC | 13,891 | $1.97M | 0.31% | +1,084+8.5% | Added |
| Curran Financial Partners, LLC | 13,894 | $1.97M | 1.01% | +214+1.6% | Added |
| Private Management Group Inc | 13,915 | $1.97M | 0.08% | −299−2.1% | Reduced |
| Signature Wealth Management Group | 14,024 | $1.98M | 1.10% | +996+7.6% | Added |
| XR Securities LLC | 14,030 | $1.99M | 1.82% | −39,905−74.0% | Reduced |
| Fairholme Capital Management LLC | 14,060 | $1.99M | 0.16% | 00.0% | Unchanged |
| Avion Wealth | 14,075 | $1.99M | 0.60% | +80+0.6% | Added |
| KWB Wealth | 14,076 | $1.99M | 0.35% | −334−2.3% | Reduced |
| Alta Wealth Advisors LLC | 14,086 | $1.99M | 1.45% | +493+3.6% | Added |
| Summit Wealth Partners, LLC | 14,165 | $2.00M | 0.47% | +1,046+8.0% | Added |
| Wooster Corthell Wealth Management, Inc. | 14,190 | $2.01M | 0.50% | −257−1.8% | Reduced |
| Krane Funds Advisors LLC | 14,206 | $2.01M | 0.04% | +5,344+60.3% | Added |
| Tower Wealth Partners, Inc. | 14,253 | $2.02M | 2.13% | +182+1.3% | Added |
| Garrison Asset Management, LLC | 14,262 | $2.02M | 1.22% | −224−1.5% | Reduced |
| Orgel Wealth Management, LLC | 14,273 | $2.02M | 0.23% | +2,225+18.5% | Added |
| Vaughan & Co Securities, Inc. | 14,341 | $2.03M | 1.52% | −245−1.7% | Reduced |
| Penbrook Management LLC | 14,336 | $2.03M | 1.28% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 14,392 | $2.04M | 1.49% | +434+3.1% | Added |
| SWS Partners | 14,443 | $2.04M | 1.27% | −30−0.2% | Reduced |
| Chicago Wealth Management, Inc. | 14,470 | $2.05M | 1.49% | −335−2.3% | Reduced |
| Systematic Financial Management LP | 14,480 | $2.05M | 0.06% | 00.0% | Unchanged |
| OPSEU Pension Plan Trust Fund | 14,623 | $2.05M | 0.52% | −243−1.6% | Reduced |
| Cedar Wealth Management, LLC | 14,517 | $2.05M | 0.91% | −67−0.5% | Reduced |
| FSA Wealth Management LLC | 14,572 | $2.06M | 1.28% | +981+7.2% | Added |
| FOCUS Wealth Advisors, LLC | 14,609 | $2.07M | 1.40% | +71+0.5% | Added |
| Benedetti & Gucer, Inc. | 14,680 | $2.08M | 1.58% | +327+2.3% | Added |
| Bramshill Investments, LLC | 14,703 | $2.08M | 0.18% | −12,425−45.8% | Reduced |
| Portfolio Strategies, Inc. | 14,702 | $2.08M | 0.42% | +102+0.7% | Added |
| Madrona Financial Services, LLC | 14,799 | $2.09M | 0.99% | +8+0.1% | Added |
| New England Guild Wealth Advisors, Inc. | 14,877 | $2.10M | 1.12% | +180+1.2% | Added |
| Clearview Wealth Advisors LLC | 15,077 | $2.13M | 1.35% | −717−4.5% | Reduced |
| FSB Premier Wealth Management, Inc. | 15,119 | $2.14M | 1.07% | −1,061−6.6% | Reduced |
| Ade, LLC | 15,165 | $2.15M | 1.96% | +341+2.3% | Added |
| Garrett Investment Advisors LLC | 15,173 | $2.15M | 0.70% | −2,473−14.0% | Reduced |
| Corundum Group, Inc. | 15,216 | $2.15M | 1.60% | −56−0.4% | Reduced |
| S&T Bank | 15,244 | $2.16M | 0.33% | −148−1.0% | Reduced |
| HM Capital Management, LLC | 15,280 | $2.16M | 0.94% | +2,405+18.7% | Added |
| Wealth Advisors of Iowa, LLC | 15,317 | $2.17M | 1.18% | +61+0.4% | Added |
| Soundmark Wealth Management, LLC | 15,344 | $2.17M | 0.78% | +799+5.5% | Added |
| West Financial Advisors, LLC | 15,352 | $2.17M | 0.64% | +10.0% | Added |
| Tealwood Asset Management Inc | 15,349 | $2.17M | 0.88% | +15,349 | New |
| Investment Management Associates Inc | 15,380 | $2.18M | 1.15% | 00.0% | Unchanged |
| Veritas Investment Partners (UK) Ltd. | 15,405 | $2.18M | 0.07% | 00.0% | Unchanged |
| Mraz, Amerine & Associates, Inc. | 15,392 | $2.18M | 0.59% | −376−2.4% | Reduced |
| Cornercap Investment Counsel Inc | 15,432 | $2.18M | 0.25% | −1,800−10.4% | Reduced |
| Professional Financial Advisors, LLC | 15,434 | $2.18M | 1.25% | +1,978+14.7% | Added |
| Malaga Cove Capital, LLC | 15,451 | $2.19M | 0.91% | −95−0.6% | Reduced |
| James Hambro & Partners | 15,501 | $2.19M | 0.16% | +4,858+45.6% | Added |
| Stephenson National Bank & Trust | 15,571 | $2.20M | 1.41% | −600−3.7% | Reduced |
| Copperwynd Financial, LLC | 15,581 | $2.21M | 0.91% | +79+0.5% | Added |
| Investors Asset Management of Georgia Inc | 15,618 | $2.21M | 1.15% | +575+3.8% | Added |
| Mork Capital Management, LLC | 15,700 | $2.22M | 1.89% | 00.0% | Unchanged |
| Symons Capital Management Inc | 15,722 | $2.23M | 1.43% | −31,537−66.7% | Reduced |
| Strategic Wealth Management Inc | 15,723 | $2.23M | 1.16% | +2,925+22.9% | Added |
| Orrstown Financial Services Inc | 15,852 | $2.24M | 3.55% | −1,881−10.6% | Reduced |
| Emerald Advisors, LLC | 15,862 | $2.24M | 0.64% | +744+4.9% | Added |