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 8 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 | 6,135 | $2.40T |
| Q4 2025 | 6,131 | $2.61T |
| Q3 2025 | 5,617 | $2.35T |
| Q2 2025 | 5,600 | $1.93T |
| Q1 2025 | 5,608 | $2.08T |
| Q4 2024 | 5,672 | $2.36T |
| Q3 2024 | 5,106 | $2.17T |
| Q2 2024 | 5,133 | $1.98T |
| Q1 2024 | 5,024 | $1.61T |
| Q4 2023 | 4,977 | $1.81T |
| Q3 2023 | 4,619 | $1.60T |
| Q2 2023 | 4,595 | $1.82T |
| Q1 2023 | 4,525 | $1.55T |
| Q4 2022 | 4,556 | $1.21T |
| Q3 2022 | 4,347 | $1.29T |
| Q2 2022 | 4,340 | $1.28T |
| Q1 2022 | 4,391 | $1.66T |
| Q4 2021 | 4,403 | $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 |
|---|---|---|---|---|---|
| Sabadell Asset Management, S.A S.G.I.I.C | 201,876 | $28.6M | 4.92% | −27,905−12.1% | Reduced |
| Oxbow Advisors, LLC | 201,456 | $28.5M | 2.90% | −2,322−1.1% | Reduced |
| Centaurus Financial, Inc. | 200,924 | $28.4M | 2.38% | −2,906−1.4% | Reduced |
| Trust Co of Virginia | 200,851 | $28.4M | 3.15% | −3,512−1.7% | Reduced |
| Sand Hill Global Advisors, LLC | 200,730 | $28.4M | 1.72% | +7,006+3.6% | Added |
| Thoroughbred Financial Services, LLC | 200,499 | $28.4M | 6.90% | +5,692+2.9% | Added |
| MayTech Global Investments, LLC | 200,312 | $28.3M | 5.87% | +4,374+2.2% | Added |
| Horizon Investments, LLC | 200,557 | $28.3M | 0.88% | +165,647+474.5% | Added |
| PFS Investments Inc. | 187,490 | $28.2M | 0.58% | +25,142+15.5% | Added |
| BBVA USA | 198,335 | $28.1M | 1.65% | −21,772−9.9% | Reduced |
| Gilder Gagnon Howe & Co LLC | 197,993 | $28.0M | 0.15% | +40,872+26.0% | Added |
| Belmont Capital, LLC | 197,896 | $28.0M | 22.75% | +131,150+196.5% | Added |
| Verdence Capital Advisors LLC | 197,842 | $28.0M | 3.68% | −12,103−5.8% | Reduced |
| Annex Advisory Services, LLC | 197,519 | $28.0M | 2.29% | −21,859−10.0% | Reduced |
| Texas Yale Capital Corp. | 197,167 | $27.9M | 1.58% | +531+0.3% | Added |
| Alexandria Capital, LLC | 196,983 | $27.9M | 2.58% | −3,440−1.7% | Reduced |
| First Midwest Bank Trust Division | 196,923 | $27.9M | 3.97% | −11,899−5.7% | Reduced |
| Mark Stevens | 196,902 | $27.9M | 3.12% | −8,510−4.1% | Reduced |
| First Financial Bank - Trust Division | 196,743 | $27.8M | 3.05% | +7,474+3.9% | Added |
| Meristem Family Wealth, LLC | 196,722 | $27.8M | 2.68% | +72,256+58.1% | Added |
| Regent Investment Management LLC | 196,247 | $27.8M | 6.65% | −5,311−2.6% | Reduced |
| TBH Global Asset Management, LLC | 195,912 | $27.7M | 6.44% | −9,440−4.6% | Reduced |
| Montis Financial, LLC | 198,711 | $27.6M | 23.50% | −1,903−0.9% | Reduced |
| Winning Points Advisors, LLC | 195,203 | $27.6M | 20.85% | +3,450+1.8% | Added |
| Pine Ridge Advisers LLC | 195,200 | $27.6M | 7.78% | 00.0% | Unchanged |
| Nikko Asset Management Americas, Inc. | 194,536 | $27.6M | 0.12% | −43,382−18.2% | Reduced |
| WP Advisors, LLC | 195,074 | $27.6M | 11.32% | +1,058+0.5% | Added |
| Good Life Advisors, LLC | 193,440 | $27.4M | 3.73% | +76,144+64.9% | Added |
| SFMG, LLC | 192,783 | $27.3M | 3.03% | +2,093+1.1% | Added |
| Linscomb & Williams, Inc. | 192,714 | $27.3M | 1.41% | −1,441−0.7% | Reduced |
| Security National Trust Co | 198,845 | $27.2M | 6.31% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 192,418 | $27.2M | 2.16% | −1,435−0.7% | Reduced |
| Cadinha & Co LLC | 192,129 | $27.2M | 3.88% | +5,227+2.8% | Added |
| Wealthsource Partners, LLC | 191,735 | $27.1M | 2.37% | −8,994−4.5% | Reduced |
| Coastal Investment Advisors, Inc. | 191,705 | $27.1M | 6.39% | +7,378+4.0% | Added |
| Johanson Financial Advisors, Inc. | 191,344 | $27.1M | 9.33% | −1,289−0.7% | Reduced |
| Blue Chip Partners, Inc. | 191,338 | $27.1M | 3.80% | +2,233+1.2% | Added |
| Perennial Investment Advisors, LLC | 191,143 | $27.0M | 9.57% | +4,242+2.3% | Added |
| Rice Partnership, LLC | 191,073 | $27.0M | 8.55% | −8,868−4.4% | Reduced |
| SignalPoint Asset Management, LLC | 190,595 | $27.0M | 8.62% | −940.0% | Reduced |
| TCW Group Inc | 190,418 | $26.9M | 0.24% | −7,446−3.8% | Reduced |
| CRA Financial Services, LLC | 190,144 | $26.9M | 9.11% | +2,219+1.2% | Added |
| Peachtree Investment Partners, LLC | 190,109 | $26.9M | 13.15% | −12,484−6.2% | Reduced |
| Chicago Partners Investment Group LLC | 181,918 | $26.9M | 1.89% | +4,453+2.5% | Added |
| Woodmont Investment Counsel LLC | 189,908 | $26.9M | 3.91% | +9,552+5.3% | Added |
| Octavia Wealth Advisors, LLC | 189,612 | $26.8M | 6.86% | −5,353−2.7% | Reduced |
| Secure Asset Management, LLC | 189,147 | $26.8M | 13.21% | +3,955+2.1% | Added |
| Smithfield Trust Co | 189,058 | $26.8M | 1.77% | +1,566+0.8% | Added |
| Nadler Financial Group, Inc. | 188,998 | $26.7M | 4.36% | −360−0.2% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 188,981 | $26.7M | 2.09% | −3,293−1.7% | Reduced |
| Autus Asset Management, LLC | 188,908 | $26.7M | 2.92% | −5,882−3.0% | Reduced |
| Novare Capital Management LLC | 188,643 | $26.7M | 2.96% | −5,271−2.7% | Reduced |
| Sequoia Financial Advisors, LLC | 188,530 | $26.7M | 2.71% | −326,430−63.4% | Reduced |
| JGP Wealth Management, LLC | 188,477 | $26.7M | 5.76% | +2,554+1.4% | Added |
| First Hawaiian Bank | 188,240 | $26.6M | 1.09% | −2,911−1.5% | Reduced |
| Mechanics Bank Trust Department | 188,235 | $26.6M | 4.31% | +1,253+0.7% | Added |
| True North Advisors, LLC | 188,106 | $26.6M | 5.24% | +26,119+16.1% | Added |
| Brightworth | 187,819 | $26.6M | 2.41% | −1,723−0.9% | Reduced |
| River Wealth Advisors LLC | 187,343 | $26.5M | 4.54% | +881+0.5% | Added |
| We Are One Seven, LLC | 176,916 | $26.5M | 3.36% | +493+0.3% | Added |
| Howe & Rusling Inc | 187,096 | $26.5M | 3.32% | −14,474−7.2% | Reduced |
| Intrua Financial, LLC | 177,751 | $26.5M | 4.88% | −2,226−1.2% | Reduced |
| Bourne Lent Asset Management Inc | 186,968 | $26.5M | 7.59% | −8,295−4.2% | Reduced |
| Wealth Alliance | 186,735 | $26.4M | 5.93% | +2,047+1.1% | Added |
| Rothschild Capital Partners, LLC | 186,377 | $26.4M | 8.42% | −807−0.4% | Reduced |
| Penobscot Investment Management Company, Inc. | 186,055 | $26.3M | 3.91% | −3,783−2.0% | Reduced |
| Lyell Wealth Management, LP | 185,803 | $26.3M | 3.20% | +1,569+0.9% | Added |
| Mark Asset Management LP | 185,771 | $26.3M | 3.95% | −11,346−5.8% | Reduced |
| Marietta Investment Partners LLC | 185,764 | $26.3M | 6.03% | −240−0.1% | Reduced |
| Cabot Wealth Management Inc | 185,731 | $26.3M | 3.53% | +2,293+1.3% | Added |
| TrinityPoint Wealth, LLC | 185,170 | $26.2M | 5.01% | +4,975+2.8% | Added |
| EULAV Asset Management | 185,110 | $26.2M | 0.69% | −4,075−2.2% | Reduced |
| Ramsay, Stattman, Vela & Price, Inc. | 184,632 | $26.1M | 6.51% | −1,567−0.8% | Reduced |
| Professional Planning | 184,441 | $26.1M | 12.46% | −6,569−3.4% | Reduced |
| Aristotle Atlantic Partners, LLC | 183,949 | $26.0M | 1.72% | +6,801+3.8% | Added |
| Graves-Light Private Wealth Management, Inc. | 183,881 | $26.0M | 4.11% | −714−0.4% | Reduced |
| Lake Street Advisors Group, LLC | 182,980 | $25.9M | 2.77% | +47,219+34.8% | Added |
| Mitchell Capital Management Co | 182,925 | $25.9M | 5.80% | +1,555+0.9% | Added |
| Thames Capital Management LLC | 182,399 | $25.8M | 5.63% | −113−0.1% | Reduced |
| JCIC Asset Management Inc. | 182,326 | $25.8M | 8.48% | −1,133−0.6% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 182,055 | $25.8M | 3.10% | +1,205+0.7% | Added |
| CCM Investment Advisers LLC | 181,248 | $25.6M | 3.33% | −3,082−1.7% | Reduced |
| Johnson Financial Group, Inc. | 181,200 | $25.6M | 1.74% | −12,279−6.3% | Reduced |
| Naples Global Advisors, LLC | 180,959 | $25.6M | 3.36% | +783+0.4% | Added |
| Northern Oak Wealth Management Inc | 180,911 | $25.6M | 3.12% | −5,292−2.8% | Reduced |
| Silicon Valley Capital Partners | 179,586 | $25.4M | 4.84% | +12,651+7.6% | Added |
| Wellington Shields Capital Management, LLC | 179,574 | $25.4M | 3.47% | −27,078−13.1% | Reduced |
| ARS Wealth Advisors Group, LLC | 178,998 | $25.3M | 4.60% | +178,998 | New |
| Minot Wealth Management LLC | 178,846 | $25.3M | 5.47% | +17,638+10.9% | Added |
| Madison Asset Management, LLC | 178,790 | $25.3M | 0.35% | +647+0.4% | Added |
| Nations Financial Group Inc, | 178,697 | $25.3M | 3.84% | +6,440+3.7% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 177,747 | $25.2M | 0.74% | −3,674−2.0% | Reduced |
| Princeton Capital Management LLC | 177,730 | $25.1M | 8.02% | +1,243+0.7% | Added |
| Front Row Advisors LLC | 177,504 | $25.1M | 10.60% | −95−0.1% | Reduced |
| Signet Financial Management, LLC | 177,480 | $25.1M | 4.34% | +177,480 | New |
| SlateStone Wealth, LLC | 177,444 | $25.1M | 5.75% | −4,340−2.4% | Reduced |
| Norris Perne & French LLP | 177,106 | $25.1M | 2.15% | −24,559−12.2% | Reduced |
| Private Advisory Group LLC | 176,813 | $25.0M | 6.11% | +1,075+0.6% | Added |
| Cim, LLC | 164,976 | $25.0M | 3.88% | −107−0.1% | Reduced |
| Titan Global Capital Management USA LLC | 176,356 | $25.0M | 3.89% | +17,194+10.8% | Added |