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 |
|---|---|---|---|---|---|
| Provident Wealth Management, LLC | 15,878 | $2.25M | 1.70% | +12,352+350.3% | Added |
| NinePointTwo Capital | 15,916 | $2.25M | 0.87% | 00.0% | Unchanged |
| Twin Tree Management, LP | 15,964 | $2.26M | 0.07% | −35,109−68.7% | Reduced |
| Beta Wealth Group, Inc. | 15,960 | $2.26M | 1.63% | +873+5.8% | Added |
| Activest Wealth Management | 16,071 | $2.27M | 1.51% | +1,914+13.5% | Added |
| Aft, Forsyth & Sober, LLC | 16,100 | $2.28M | 0.86% | +2,050+14.6% | Added |
| Kelman-Lazarov, Inc. | 16,124 | $2.28M | 0.80% | 00.0% | Unchanged |
| Investors Research Corp | 16,140 | $2.28M | 0.77% | +334+2.1% | Added |
| First Citizens Financial Corp | 16,155 | $2.29M | 1.82% | −2,240−12.2% | Reduced |
| Concord Wealth Partners | 16,172 | $2.29M | 0.94% | −15,243−48.5% | Reduced |
| Parker Investment Management, LLC | 16,211 | $2.29M | 0.39% | +80+0.5% | Added |
| Rosenblum Silverman Sutton S F Inc | 16,234 | $2.30M | 0.53% | −1,542−8.7% | Reduced |
| Marathon Trading Investment Management LLC | 16,234 | $2.30M | 1.10% | +2,000+14.1% | Added |
| Raffa Wealth Management, LLC | 16,248 | $2.30M | 0.80% | +20.0% | Added |
| Fenimore Asset Management Inc | 16,263 | $2.30M | 0.06% | +63+0.4% | Added |
| Flaharty Asset Management, LLC | 16,273 | $2.30M | 0.48% | +13+0.1% | Added |
| Campion Asset Management LLC | 16,285 | $2.30M | 2.05% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 16,350 | $2.31M | 1.19% | −15,717−49.0% | Reduced |
| V2 Financial group LLC | 16,366 | $2.32M | 2.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 16,372 | $2.32M | 0.82% | −436−2.6% | Reduced |
| Pointe Capital Management LLC | 16,408 | $2.32M | 1.61% | −134−0.8% | Reduced |
| Elkhorn Partners Limited Partnership | 16,415 | $2.32M | 1.40% | −400−2.4% | Reduced |
| Renasant Bank | 16,442 | $2.33M | 1.84% | −751−4.4% | Reduced |
| Sterling Manor Financial, LLC | 16,449 | $2.33M | 1.94% | +1,128+7.4% | Added |
| HGK Asset Management Inc | 16,464 | $2.33M | 0.76% | −925−5.3% | Reduced |
| Greylin Investment Mangement Inc | 16,470 | $2.33M | 0.48% | +70+0.4% | Added |
| Eubel Brady & Suttman Asset Management Inc | 16,523 | $2.34M | 0.49% | +80+0.5% | Added |
| Great Point Wealth Advisors, LLC | 16,579 | $2.35M | 0.81% | −57−0.3% | Reduced |
| Seven Springs Wealth Group, LLC | 16,620 | $2.35M | 1.15% | 00.0% | Unchanged |
| Crestone Asset Management LLC | 16,632 | $2.35M | 0.52% | +1,338+8.7% | Added |
| Marshall & Sullivan Inc | 16,682 | $2.36M | 1.23% | +1,960+13.3% | Added |
| Red Cedar Capital, LLC | 16,712 | $2.37M | 1.45% | 00.0% | Unchanged |
| Stonehearth Capital Management, LLC | 16,734 | $2.37M | 1.23% | +364+2.2% | Added |
| Opal Wealth Advisors, LLC | 16,784 | $2.38M | 2.28% | −9,237−35.5% | Reduced |
| Acorn Wealth Advisors, LLC | 16,846 | $2.38M | 1.67% | −801−4.5% | Reduced |
| A. D. Beadell Investment Counsel, Inc. | 16,890 | $2.39M | 1.55% | −100−0.6% | Reduced |
| Poplar Forest Capital LLC | 16,892 | $2.39M | 0.25% | 00.0% | Unchanged |
| Aprio Wealth Management, LLC | 16,911 | $2.39M | 1.09% | +928+5.8% | Added |
| HMS Capital Management, LLC | 16,930 | $2.40M | 1.13% | −2,863−14.5% | Reduced |
| Thrive Capital Management, LLC | 16,944 | $2.40M | 1.77% | +687+4.2% | Added |
| Unison Asset Management LLC | 16,965 | $2.40M | 2.14% | −53−0.3% | Reduced |
| Newman & Schimel, LLC | 17,071 | $2.42M | 1.51% | +60.0% | Added |
| U S Global Investors Inc | 17,100 | $2.42M | 0.08% | 00.0% | Unchanged |
| X-Square Capital, LLC | 17,147 | $2.42M | 1.25% | +2,744+19.1% | Added |
| Delphi Management Inc | 17,165 | $2.43M | 2.50% | −781−4.4% | Reduced |
| Capital Square, LLC | 17,074 | $2.44M | 1.73% | +232+1.4% | Added |
| Retirement Income Solutions, Inc | 17,265 | $2.44M | 0.82% | −114−0.7% | Reduced |
| Round Rock Advisors, LLC | 17,358 | $2.46M | 1.82% | −694−3.8% | Reduced |
| Smith & Howard Wealth Management, LLC | 17,375 | $2.46M | 1.16% | −199−1.1% | Reduced |
| Opus Capital Group, LLC | 17,442 | $2.47M | 0.56% | −104−0.6% | Reduced |
| Phoenix Wealth Advisors | 17,454 | $2.47M | 1.84% | −42−0.2% | Reduced |
| Essex Private Wealth Management, LLC | 17,521 | $2.48M | 2.25% | −907−4.9% | Reduced |
| Sterling Financial Planning, Inc. | 17,522 | $2.48M | 1.58% | +916+5.5% | Added |
| First Bank & Trust | 17,600 | $2.49M | 1.14% | +69+0.4% | Added |
| Firestone Capital Management | 18,211 | $2.49M | 0.83% | 00.0% | Unchanged |
| Willis Johnson & Associates, Inc. | 17,656 | $2.50M | 0.35% | −4,850−21.5% | Reduced |
| Marquette Asset Management, LLC | 17,686 | $2.50M | 0.56% | +34+0.2% | Added |
| AllSquare Wealth Management LLC | 17,719 | $2.51M | 1.50% | −680−3.7% | Reduced |
| Vista Capital Partners, Inc. | 17,726 | $2.51M | 0.36% | +3,358+23.4% | Added |
| Lionsbridge Wealth Management LLC | 17,738 | $2.51M | 2.71% | −1,475−7.7% | Reduced |
| Nottingham Advisors, Inc. | 17,737 | $2.51M | 0.25% | 00.0% | Unchanged |
| Cardinal Point Wealth Management LLC | 17,753 | $2.51M | 1.18% | +2,433+15.9% | Added |
| Droms Strauss Advisors Inc | 17,762 | $2.52M | 1.21% | +592+3.4% | Added |
| Old West Investment Management, LLC | 17,819 | $2.52M | 1.10% | 00.0% | Unchanged |
| Tobias Financial Advisors, Inc. | 17,866 | $2.53M | 0.95% | +687+4.0% | Added |
| Adams Chetwood Wealth Management LLC | 17,917 | $2.54M | 1.84% | −1,107−5.8% | Reduced |
| CKW Financial Group | 17,774 | $2.54M | 0.39% | +307+1.8% | Added |
| Source Financial Advisors LLC | 17,937 | $2.54M | 0.66% | +775+4.5% | Added |
| Lumbard & Kellner, LLC | 18,005 | $2.55M | 1.00% | −1,930−9.7% | Reduced |
| Corsair Capital Management, L.P. | 18,140 | $2.57M | 0.49% | −29−0.2% | Reduced |
| Koss-Olinger Consulting, LLC | 18,146 | $2.57M | 0.42% | −1,270−6.5% | Reduced |
| American State Bank (Iowa) | 18,169 | $2.57M | 1.99% | 00.0% | Unchanged |
| Verity Asset Management, Inc. | 18,170 | $2.57M | 1.67% | −5,337−22.7% | Reduced |
| Harvest Investment Services, LLC | 18,188 | $2.57M | 1.05% | −460−2.5% | Reduced |
| Donald L. Hagan, LLC | 18,203 | $2.58M | 1.49% | +44+0.2% | Added |
| Trilogy Capital Inc. | 18,332 | $2.59M | 0.20% | −160−0.9% | Reduced |
| Strategic Asset Management, LLC | 18,101 | $2.59M | 3.65% | +18,101 | New |
| Oldfather Financial Services, LLC | 17,335 | $2.60M | 1.34% | −236−1.3% | Reduced |
| Covenant Partners, LLC | 18,416 | $2.61M | 1.02% | 00.0% | Unchanged |
| Select Asset Management & Trust | 18,442 | $2.61M | 1.88% | −20−0.1% | Reduced |
| Spectrum Asset Management, Inc. (NB/CA) | 18,451 | $2.61M | 0.80% | −325−1.7% | Reduced |
| First Affirmative Financial Network | 18,477 | $2.61M | 2.69% | +18,477 | New |
| Tectonic Advisors LLC | 18,496 | $2.62M | 0.51% | −4,085−18.1% | Reduced |
| Better Money Decisions, LLC | 18,531 | $2.62M | 2.16% | +172+0.9% | Added |
| Red Wave Investments LLC | 18,534 | $2.62M | 0.95% | −140−0.7% | Reduced |
| Addison Advisors LLC | 18,543 | $2.62M | 2.10% | −234−1.2% | Reduced |
| Alesco Advisors LLC | 18,551 | $2.63M | 0.09% | −291−1.5% | Reduced |
| Sunburst Financial Group, LLC | 18,653 | $2.64M | 1.64% | −75−0.4% | Reduced |
| UBP Investment Advisors SA | 18,623 | $2.64M | 1.02% | −4,852−20.7% | Reduced |
| Towerpoint Wealth, LLC | 18,726 | $2.65M | 1.32% | +3,971+26.9% | Added |
| Aspire Private Capital, LLC | 18,820 | $2.66M | 0.89% | +216+1.2% | Added |
| Fortress Wealth Group, LLC | 18,847 | $2.67M | 2.31% | −977−4.9% | Reduced |
| First Dallas Securities Inc. | 18,874 | $2.67M | 1.84% | +4,802+34.1% | Added |
| KC Investment Advisors, LLC | 18,887 | $2.67M | 2.15% | +66+0.4% | Added |
| Werlinich Asset Management, LLC | 18,980 | $2.69M | 2.17% | −160−0.8% | Reduced |
| Hurlow Wealth Management Group, Inc. | 19,075 | $2.70M | 1.60% | +36+0.2% | Added |
| Emfo, LLC | 19,086 | $2.70M | 2.38% | −199−1.0% | Reduced |
| First City Capital Management, Inc. | 19,101 | $2.70M | 1.52% | −63−0.3% | Reduced |
| Wrapmanager Inc | 19,117 | $2.71M | 0.71% | −4,393−18.7% | Reduced |
| Midwest Professional Planners, LTD. | 19,192 | $2.72M | 1.44% | −663−3.3% | Reduced |