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 |
|---|---|---|---|---|---|
| Fiduciary Group LLC | 254,885 | $38.1M | 4.32% | −2,289−0.9% | Reduced |
| Ritholtz Wealth Management | 268,578 | $38.0M | 2.64% | +26,560+11.0% | Added |
| Great Valley Advisor Group, Inc. | 268,498 | $38.0M | 2.62% | +13,988+5.5% | Added |
| Vision Capital Management, Inc. | 268,494 | $38.0M | 6.20% | +992+0.4% | Added |
| Columbia Asset Management | 268,335 | $38.0M | 8.34% | +12,796+5.0% | Added |
| Terry L. Blaker | 268,117 | $37.9M | 2.42% | −6,662−2.4% | Reduced |
| Affinity Capital Advisors, LLC | 268,056 | $37.9M | 12.72% | −4,116−1.5% | Reduced |
| Close Asset Management Ltd | 268,154 | $37.9M | 1.85% | +520+0.2% | Added |
| Fagan Associates, Inc. | 266,754 | $37.7M | 8.20% | +501+0.2% | Added |
| Caldwell Trust Co | 266,603 | $37.7M | 4.77% | +5,209+2.0% | Added |
| NewEdge Wealth, LLC | 265,432 | $37.6M | 2.24% | +79,068+42.4% | Added |
| Churchill Management Corp | 264,646 | $37.4M | 0.56% | −4,742−1.8% | Reduced |
| Burleson & Company, LLC | 264,577 | $37.4M | 5.65% | −11,567−4.2% | Reduced |
| Gotham Asset Management, LLC | 264,561 | $37.4M | 1.52% | −11,212−4.1% | Reduced |
| Robertson Stephens Wealth Management, LLC | 264,255 | $37.4M | 4.35% | −5,925−2.2% | Reduced |
| Level Four Advisory Services, LLC | 264,223 | $37.4M | 3.89% | −140,591−34.7% | Reduced |
| BTR Capital Management Inc | 264,211 | $37.4M | 4.63% | −3,550−1.3% | Reduced |
| Schwerin Boyle Capital Management Inc | 264,170 | $37.4M | 3.15% | 00.0% | Unchanged |
| Dakota Wealth Management | 263,411 | $37.3M | 4.31% | +11,628+4.6% | Added |
| Strategic Advisors LLC | 263,389 | $37.3M | 8.02% | +14,970+6.0% | Added |
| Kovack Advisors, Inc. | 262,378 | $37.1M | 4.04% | +10,486+4.2% | Added |
| Fragasso Group Inc. | 262,280 | $37.1M | 4.91% | +5,452+2.1% | Added |
| Granite Investment Advisors, LLC | 261,869 | $37.1M | 6.00% | −9,203−3.4% | Reduced |
| Qube Research & Technologies Ltd | 261,699 | $37.0M | 0.46% | −464,656−64.0% | Reduced |
| Anchor Capital Advisors LLC | 261,632 | $37.0M | 0.77% | −8,639−3.2% | Reduced |
| Koshinski Asset Management, Inc. | 258,072 | $36.9M | 3.21% | +76,115+41.8% | Added |
| Alpine Woods Capital Investors, LLC | 259,784 | $36.8M | 3.93% | +210.0% | Added |
| Arthur M. Cohen & Associates, LLC | 258,262 | $36.5M | 7.42% | −1,390−0.5% | Reduced |
| Knights of Columbus Asset Advisors LLC | 257,496 | $36.4M | 3.26% | −6,159−2.3% | Reduced |
| Veriti Management LLC | 257,292 | $36.4M | 5.18% | +5,075+2.0% | Added |
| Gifford Fong Associates | 256,000 | $36.2M | 7.04% | 00.0% | Unchanged |
| Bridgecreek Investment Management, LLC | 255,656 | $36.2M | 5.17% | −700−0.3% | Reduced |
| Bowling Portfolio Management LLC | 255,543 | $36.2M | 8.13% | −1,029−0.4% | Reduced |
| Hilton Capital Management, LLC | 255,160 | $36.1M | 3.53% | +47,168+22.7% | Added |
| Endurance Wealth Management, Inc. | 255,135 | $36.1M | 4.01% | −1,872−0.7% | Reduced |
| Freemont Management S.A. | 254,597 | $36.0M | 4.85% | +2,997+1.2% | Added |
| Te Ahumairangi Investment Management Ltd | 254,508 | $36.0M | 4.96% | −37,540−12.9% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 240,983 | $36.0M | 0.53% | +905+0.4% | Added |
| Forbes J M & Co LLP | 253,523 | $35.9M | 4.53% | +2,864+1.1% | Added |
| McKinley Capital Management LLC /Delaware | 253,366 | $35.9M | 3.37% | −145,306−36.4% | Reduced |
| Premier Asset Management LLC | 253,018 | $35.8M | 4.96% | +10,795+4.5% | Added |
| Fiera Capital Corp | 252,244 | $35.7M | 0.09% | −26,403−9.5% | Reduced |
| Agf Investments Inc. | 252,054 | $35.7M | 0.27% | +4,130+1.7% | Added |
| Falcon Wealth Planning | 251,272 | $35.6M | 13.52% | +1,789+0.7% | Added |
| United Bank | 248,474 | $35.2M | 4.71% | +1,289+0.5% | Added |
| Bristlecone Advisors, LLC | 248,129 | $35.1M | 4.60% | +17,765+7.7% | Added |
| Connors Investor Services Inc | 247,536 | $35.0M | 3.70% | +2,541+1.0% | Added |
| Private Trust Co NA | 247,499 | $35.0M | 5.10% | +28,750+13.1% | Added |
| Community Bank & Trust, Waco, Texas | 247,382 | $35.0M | 11.39% | −3,513−1.4% | Reduced |
| Tompkins Financial Corp | 246,836 | $34.9M | 6.38% | +246,836 | New |
| Palisade Asset Management, LLC | 246,764 | $34.9M | 4.26% | −248,524−50.2% | Reduced |
| Adviser Investments LLC | 246,679 | $34.9M | 2.60% | +501+0.2% | Added |
| Ropes Wealth Advisors LLC | 246,648 | $34.9M | 5.59% | −7,051−2.8% | Reduced |
| PKO Investment Management Joint-Stock Co | 246,635 | $34.9M | 4.19% | −367−0.1% | Reduced |
| Park Avenue Securities LLC | 245,847 | $34.8M | 0.70% | +10,835+4.6% | Added |
| Fullerton Fund Management Co Ltd. | 245,576 | $34.7M | 2.11% | −42,606−14.8% | Reduced |
| Pittenger & Anderson Inc | 244,772 | $34.6M | 1.74% | +3,098+1.3% | Added |
| HighTower Trust Services, LTA | 244,675 | $34.6M | 4.25% | −639−0.3% | Reduced |
| Granite Investment Partners, LLC | 244,434 | $34.6M | 1.08% | +636+0.3% | Added |
| Heritage Trust Co | 244,155 | $34.5M | 4.86% | +1,165+0.5% | Added |
| Pacific Global Investment Management CO | 244,142 | $34.5M | 6.98% | −5,485−2.2% | Reduced |
| Bruce & Co., Inc. | 242,700 | $34.3M | 7.30% | −37,550−13.4% | Reduced |
| Berkshire Asset Management LLC | 242,071 | $34.3M | 2.29% | +5,912+2.5% | Added |
| HughesLittle Investment Management Ltd. | 242,040 | $34.2M | 8.04% | −4,400−1.8% | Reduced |
| Buckley Wealth Management, LLC | 241,716 | $34.2M | 11.06% | −2,312−0.9% | Reduced |
| De Burlo Group Inc | 241,251 | $34.1M | 5.53% | +51,487+27.1% | Added |
| Washington Trust Bank | 240,567 | $34.0M | 3.98% | +7,129+3.1% | Added |
| Clear Harbor Asset Management, LLC | 240,093 | $34.0M | 4.03% | +1,330+0.6% | Added |
| K.J. Harrison & Partners Inc | 238,361 | $33.9M | 4.94% | +2,000+0.8% | Added |
| Accredited Investors Inc. | 239,643 | $33.9M | 3.66% | +210.0% | Added |
| Ironwood Financial, llc | 239,608 | $33.9M | 9.93% | −367−0.2% | Reduced |
| Ocean Capital Management, LLC | 237,532 | $33.9M | 14.80% | −16,547−6.5% | Reduced |
| CORDA Investment Management, LLC. | 238,979 | $33.8M | 2.94% | +5,747+2.5% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 238,372 | $33.7M | 2.97% | +1,669+0.7% | Added |
| Synergy Financial Management, LLC | 238,265 | $33.7M | 7.83% | +108,082+83.0% | Added |
| MD Financial Management Inc. | 237,459 | $33.6M | 0.85% | −12,576−5.0% | Reduced |
| Kelly Lawrence W & Associates Inc | 237,450 | $33.6M | 7.10% | −1,030−0.4% | Reduced |
| NBT Bank N A | 237,033 | $33.5M | 4.66% | −5,331−2.2% | Reduced |
| Camden Capital, LLC | 236,797 | $33.5M | 6.72% | +4,188+1.8% | Added |
| Q Capital Solutions | 236,767 | $33.5M | 24.57% | +2,551+1.1% | Added |
| Bridgeway Capital Management, LLC | 236,630 | $33.5M | 0.64% | −2,450−1.0% | Reduced |
| Pennsylvania Capital Management Inc | 225,138 | $33.5M | 14.93% | +2,751+1.2% | Added |
| Spinnaker Trust | 236,314 | $33.4M | 2.33% | +7,449+3.3% | Added |
| Avestar Capital, LLC | 236,264 | $33.4M | 6.51% | +9,975+4.4% | Added |
| Pendal Group Limited | 236,245 | $33.4M | 0.28% | −57,650−19.6% | Reduced |
| Penn Davis McFarland Inc | 236,197 | $33.4M | 6.11% | −1,330−0.6% | Reduced |
| Hilltop Holdings Inc. | 235,886 | $33.4M | 3.66% | −1,128−0.5% | Reduced |
| Abbrea Capital, LLC | 235,577 | $33.3M | 4.98% | −1,510−0.6% | Reduced |
| Winslow Asset Management Inc | 235,544 | $33.3M | 6.44% | −6,874−2.8% | Reduced |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 235,505 | $33.3M | 0.05% | −45,455−16.2% | Reduced |
| Waldron Private Wealth LLC | 235,451 | $33.3M | 1.94% | +43,254+22.5% | Added |
| Meiji Yasuda Life Insurance Co | 234,738 | $33.2M | 0.58% | −6,979−2.9% | Reduced |
| Stewart & Patten Co LLC | 234,557 | $33.2M | 5.43% | −6,858−2.8% | Reduced |
| BTC Capital Management, Inc. | 234,404 | $33.2M | 3.72% | −9,357−3.8% | Reduced |
| German American Bancorp, Inc. | 234,420 | $33.2M | 5.10% | +6,187+2.7% | Added |
| M&R Capital Management Inc | 234,137 | $33.1M | 7.50% | −5,453−2.3% | Reduced |
| Pictet North America Advisors SA | 233,056 | $33.0M | 3.26% | −18,986−7.5% | Reduced |
| CapWealth Advisors, LLC | 233,035 | $33.0M | 3.61% | −65,308−21.9% | Reduced |
| JLB & Associates Inc | 232,281 | $32.9M | 5.22% | +5,376+2.4% | Added |
| Laidlaw Wealth Management LLC | 231,933 | $32.8M | 8.41% | +5,127+2.3% | Added |