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 |
|---|---|---|---|---|---|
| Rappaport Reiches Capital Management, LLC | 19,198 | $2.72M | 2.69% | −2,358−10.9% | Reduced |
| Independent Wealth Network Inc. | 17,947 | $2.72M | 1.78% | +17,947 | New |
| Centennial Wealth Advisory LLC | 19,274 | $2.73M | 1.63% | +15,909+472.8% | Added |
| Asset Planning Services, Ltd. | 19,315 | $2.73M | 1.31% | +20+0.1% | Added |
| Cordasco Financial Network | 19,339 | $2.74M | 1.87% | +3,277+20.4% | Added |
| Orin Green Financial, LLC | 19,364 | $2.74M | 1.91% | −47−0.2% | Reduced |
| John G Ullman & Associates Inc | 19,410 | $2.75M | 0.37% | +200+1.0% | Added |
| Twin Focus Capital Partners, LLC | 19,412 | $2.75M | 0.64% | +559+3.0% | Added |
| Greenhouse Wealth Management, LLC | 19,466 | $2.75M | 2.61% | −323−1.6% | Reduced |
| Ground Swell Capital, LLC | 19,472 | $2.75M | 11.87% | +12,378+174.5% | Added |
| Legacy Financial Strategies, LLC | 19,517 | $2.76M | 1.30% | −108−0.6% | Reduced |
| Sustainable Growth Advisers, LP | 19,556 | $2.77M | 0.01% | 00.0% | Unchanged |
| Rock Creek Group, LP | 19,580 | $2.77M | 0.47% | −10,280−34.4% | Reduced |
| Cumberland Advisors Inc | 19,590 | $2.77M | 0.64% | −1,100−5.3% | Reduced |
| Susquehanna International Group Ltd. | 19,668 | $2.78M | 0.67% | +2,747+16.2% | Added |
| Collective Family Office LLC | 19,751 | $2.79M | 1.20% | −894−4.3% | Reduced |
| R. W. Roge & Company, Inc. | 18,786 | $2.79M | 1.66% | +11,083+143.9% | Added |
| Detalus Advisors, LLC | 19,897 | $2.81M | 1.43% | +28+0.1% | Added |
| One + One Wealth Management, LLC | 19,902 | $2.82M | 2.03% | +430+2.2% | Added |
| Creegan & Nassoura Financial Group, LLC | 19,905 | $2.82M | 2.40% | +315+1.6% | Added |
| Sentinel Trust Co Lba | 19,933 | $2.82M | 0.44% | −921−4.4% | Reduced |
| Ascendant Capital Management, LLC | 20,000 | $2.83M | 2.14% | −1,000−4.8% | Reduced |
| Morgens Waterfall Vintiadis & Co Inc | 20,000 | $2.83M | 1.46% | 00.0% | Unchanged |
| Viking Fund Management LLC | 20,000 | $2.83M | 0.82% | 00.0% | Unchanged |
| Russell Clark Investment Management Ltd | 20,000 | $2.83M | 2.82% | 00.0% | Unchanged |
| Birchcreek Wealth Management, LLC | 19,999 | $2.83M | 2.64% | 00.0% | Unchanged |
| Lorne Steinberg Wealth Management Inc. | 20,004 | $2.83M | 1.37% | −342−1.7% | Reduced |
| Center For Asset Management LLC | 20,013 | $2.83M | 2.38% | +607+3.1% | Added |
| McGowan Group Asset Management, Inc. | 20,018 | $2.83M | 0.48% | −356−1.7% | Reduced |
| NFP Retirement, Inc. | 20,024 | $2.83M | 1.15% | −1,170−5.5% | Reduced |
| Colonial River Wealth Management, LLC | 19,345 | $2.83M | 2.00% | −29,798−60.6% | Reduced |
| Caliber Wealth Management, LLC | 19,345 | $2.83M | 2.00% | +1,352+7.5% | Added |
| JJJ Advisors Inc. | 20,137 | $2.85M | 1.01% | +2,967+17.3% | Added |
| Outlook Wealth Advisors, LLC | 20,150 | $2.85M | 0.93% | +796+4.1% | Added |
| Providence First Trust Co | 20,163 | $2.85M | 1.35% | −412−2.0% | Reduced |
| Salvus Wealth Management, LLC | 20,224 | $2.86M | 2.34% | +501+2.5% | Added |
| Penobscot Wealth Management | 20,294 | $2.87M | 2.66% | +11,430+128.9% | Added |
| Thornburg Investment Management Inc | 20,399 | $2.89M | 0.04% | −3,815−15.8% | Reduced |
| Crumly & Associates Inc. | 20,403 | $2.89M | 1.34% | +776+4.0% | Added |
| Israel Discount Bank of New York | 20,433 | $2.89M | 1.95% | +20,433 | New |
| Hengehold Capital Management LLC | 20,436 | $2.89M | 0.38% | +126+0.6% | Added |
| Accretive Wealth Partners, LLC | 20,452 | $2.89M | 2.04% | +521+2.6% | Added |
| Compass Capital Management, Inc | 20,530 | $2.90M | 0.22% | −2,400−10.5% | Reduced |
| Running Point Capital Advisors, LLC | 20,539 | $2.91M | 1.29% | +1,588+8.4% | Added |
| Mizuho Securities USA LLC | 20,559 | $2.91M | 0.30% | −18,177−46.9% | Reduced |
| Bank Pictet & Cie (Asia) Ltd | 20,570 | $2.91M | 0.81% | −640−3.0% | Reduced |
| Fluent Financial, LLC | 20,585 | $2.91M | 1.24% | −428−2.0% | Reduced |
| Black Diamond Financial, LLC | 20,591 | $2.91M | 1.40% | −1,873−8.3% | Reduced |
| CBIZ Investment Advisory Services, LLC | – | $2.92M | 0.25% | – | – |
| America First Investment Advisors, LLC | 20,674 | $2.92M | 0.89% | 00.0% | Unchanged |
| Grand Central Investment Group | 20,756 | $2.94M | 3.89% | −1,006−4.6% | Reduced |
| Ogorek Anthony Joseph | 20,761 | $2.94M | 1.34% | +424+2.1% | Added |
| Advisory Resource Group | 20,797 | $2.94M | 1.08% | −1,355−6.1% | Reduced |
| Rainey & Randall Investment Management Inc. | 20,801 | $2.94M | 1.40% | +488+2.4% | Added |
| Martin Capital Partners, LLC | 20,807 | $2.94M | 1.49% | −7,564−26.7% | Reduced |
| Mainstay Capital Management LLC | 20,812 | $2.94M | 1.68% | +3,077+17.3% | Added |
| Y-Intercept (Hong Kong) Ltd | 20,814 | $2.94M | 0.54% | −37,601−64.4% | Reduced |
| Harborview Advisors, LLC | 20,818 | $2.95M | 1.65% | +158+0.8% | Added |
| HC Advisors, LLC | 20,886 | $2.96M | 1.94% | −159−0.8% | Reduced |
| Loudon Investment Management, LLC | 21,094 | $2.98M | 2.12% | −575−2.7% | Reduced |
| Kendall Capital Management | 21,095 | $2.98M | 1.61% | −460−2.1% | Reduced |
| MEMBERS Trust Co | 20,911 | $2.99M | 0.09% | −2,218−9.6% | Reduced |
| TD Capital Management LLC | 21,188 | $3.00M | 0.37% | −78−0.4% | Reduced |
| Legacy Bridge, LLC | 21,275 | $3.01M | 1.74% | +200+0.9% | Added |
| Proffitt & Goodson Inc | 21,307 | $3.02M | 0.55% | +132+0.6% | Added |
| Hamilton Capital, LLC | 21,311 | $3.02M | 0.26% | +840+4.1% | Added |
| Prostatis Group LLC | 21,332 | $3.02M | 1.80% | +551+2.7% | Added |
| Salomon & Ludwin, LLC | 21,416 | $3.03M | 0.47% | +5,398+33.7% | Added |
| TMD Wealth Management, LLC | 21,417 | $3.03M | 1.27% | −209−1.0% | Reduced |
| Legacy Wealth Asset Management, LLC | 21,427 | $3.03M | 1.39% | +116+0.5% | Added |
| South Shore Capital Advisors | 21,441 | $3.04M | 5.58% | +200+0.9% | Added |
| Colrain Capital LLC | 21,500 | $3.04M | 5.70% | 00.0% | Unchanged |
| Morris Retirement Advisors, LLC | 21,579 | $3.05M | 2.59% | +241+1.1% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 21,595 | $3.06M | 2.03% | −104−0.5% | Reduced |
| Clark Financial Advisors | 21,632 | $3.06M | 2.79% | +40.0% | Added |
| Litman Gregory Asset Management LLC | 21,658 | $3.06M | 0.58% | +18,479+581.3% | Added |
| Berkshire Money Management, Inc. | 21,674 | $3.07M | 0.49% | −743−3.3% | Reduced |
| Echo Wealth Management, LLC | 21,532 | $3.08M | 3.65% | −723−3.2% | Reduced |
| Islay Capital Management, LLC | 21,748 | $3.08M | 2.37% | +91+0.4% | Added |
| Matthew Goff Investment Advisor, LLC | 21,778 | $3.08M | 0.76% | +6,695+44.4% | Added |
| Palouse Capital Management, Inc. | 21,795 | $3.08M | 1.37% | −453−2.0% | Reduced |
| Cox Capital Mgt LLC | 21,809 | $3.09M | 2.08% | −519−2.3% | Reduced |
| Birmingham Capital Management Co Inc | 21,822 | $3.09M | 1.18% | −100−0.5% | Reduced |
| Alpha DNA Investment Management LLC | 21,869 | $3.09M | 2.17% | +12,402+131.0% | Added |
| Morningstar Investment Services LLC | 21,760 | $3.11M | 0.04% | +887+4.2% | Added |
| Peregrine Asset Advisers, Inc. | 22,042 | $3.12M | 1.59% | −15,113−40.7% | Reduced |
| Townsend & Associates, Inc | 21,912 | $3.13M | 1.54% | −675−3.0% | Reduced |
| Element Pointe Advisors, LLC | 22,187 | $3.14M | 1.06% | −238−1.1% | Reduced |
| Shilanski & Associates, Inc. | 22,237 | $3.15M | 1.47% | −437−1.9% | Reduced |
| First Mercantile Trust Co | 22,320 | $3.16M | 0.42% | −870−3.8% | Reduced |
| Two Sigma Securities, LLC | 22,366 | $3.17M | 0.65% | +10,323+85.7% | Added |
| Hennessy Advisors Inc | 22,397 | $3.17M | 0.19% | −678−2.9% | Reduced |
| Monument Capital Management | 22,424 | $3.17M | 1.08% | −1,664−6.9% | Reduced |
| Schulhoff & Co Inc | 22,482 | $3.18M | 1.43% | +75+0.3% | Added |
| Atlas Principals, LLC | 22,500 | $3.18M | 2.80% | −12,500−35.7% | Reduced |
| Mosaic Advisors LLC | 22,518 | $3.19M | 2.12% | −10,158−31.1% | Reduced |
| Navellier & Associates Inc | 22,529 | $3.19M | 0.48% | +12,243+119.0% | Added |
| M. Kraus & Co | 22,543 | $3.19M | 1.14% | +411+1.9% | Added |
| Camden National Bank | 22,582 | $3.19M | 0.62% | +1,935+9.4% | Added |
| Jump Financial, LLC | 22,593 | $3.20M | 0.23% | −28,980−56.2% | Reduced |