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 |
|---|---|---|---|---|---|
| Capstone Financial Advisors, Inc. | 176,232 | $24.9M | 1.95% | −3,728−2.1% | Reduced |
| One Capital Management, LLC | 176,104 | $24.9M | 2.06% | +23,671+15.5% | Added |
| Waters Parkerson & Co., LLC | 176,084 | $24.9M | 1.43% | −971−0.5% | Reduced |
| Allen Investment Management LLC | 175,503 | $24.8M | 0.34% | +4,604+2.7% | Added |
| Willow Creek Wealth Management Inc. | 175,412 | $24.8M | 5.50% | +690+0.4% | Added |
| Knuff & Co LLC | 175,396 | $24.8M | 9.28% | −305−0.2% | Reduced |
| WestEnd Advisors, LLC | – | $24.8M | 0.75% | – | – |
| Symmetry Partners, LLC | 175,206 | $24.7M | 1.63% | −85,196−32.7% | Reduced |
| Haverford Financial Services, Inc. | 174,432 | $24.7M | 6.00% | −1,455−0.8% | Reduced |
| Fort Sheridan Advisors LLC | 174,422 | $24.7M | 8.08% | +2,312+1.3% | Added |
| KCS Wealth Advisory | 174,400 | $24.7M | 11.67% | −472−0.3% | Reduced |
| Budros, Ruhlin & Roe, Inc. | 173,953 | $24.6M | 2.80% | +3,797+2.2% | Added |
| Oak Asset Management, LLC | 167,808 | $24.6M | 10.22% | −1,516−0.9% | Reduced |
| SNS Financial Group, LLC | 173,542 | $24.6M | 3.04% | −1,749−1.0% | Reduced |
| Sepio Capital, LP | 173,479 | $24.5M | 2.06% | −8,722−4.8% | Reduced |
| Valley National Advisers Inc | 173,464 | $24.5M | 4.44% | +507+0.3% | Added |
| Bouchey Financial Group Ltd | 173,207 | $24.5M | 3.40% | +4,967+3.0% | Added |
| Quadrant Capital Group LLC | 172,841 | $24.5M | 3.41% | +5,121+3.1% | Added |
| Sander Capital Advisors Inc | 172,494 | $24.4M | 10.72% | −1,233−0.7% | Reduced |
| Klingman & Associates, LLC | 172,196 | $24.4M | 2.28% | +1,540+0.9% | Added |
| Hunter Associates Investment Management LLC | 171,854 | $24.3M | 7.81% | −345−0.2% | Reduced |
| Voloridge Investment Management, LLC | 171,733 | $24.3M | 0.16% | −1,662,567−90.6% | Reduced |
| RiverPark Advisors, LLC | 171,733 | $24.3M | 2.97% | −21,506−11.1% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 171,128 | $24.2M | 8.86% | +1,162+0.7% | Added |
| Global Retirement Partners, LLC | 171,082 | $24.2M | 2.39% | +2,419+1.4% | Added |
| Martin Investment Management, LLC | 171,023 | $24.2M | 6.10% | +221+0.1% | Added |
| Financial Architects, Inc | 170,832 | $24.2M | 3.51% | −1,231−0.7% | Reduced |
| Balasa Dinverno & Foltz LLC | 170,802 | $24.2M | 1.68% | +3,779+2.3% | Added |
| Lazard Freres Gestion S.A.S. | 169,652 | $24.2M | 0.68% | −3,937−2.3% | Reduced |
| Graypoint LLC | 170,579 | $24.1M | 2.96% | +2,175+1.3% | Added |
| First National Bank & Trust Co of Newtown | 170,516 | $24.1M | 5.03% | −3,863−2.2% | Reduced |
| Sage Capital Advisors,llc | 170,510 | $24.1M | 10.27% | −2,411−1.4% | Reduced |
| Arkadios Wealth Advisors | 170,483 | $24.1M | 3.48% | −48,790−22.3% | Reduced |
| Citizens Business Bank | 170,278 | $24.1M | 3.21% | +262+0.2% | Added |
| Staley Capital Advisers Inc | 170,266 | $24.1M | 1.29% | −141−0.1% | Reduced |
| TRUE Private Wealth Advisors | 170,262 | $24.1M | 3.51% | −556−0.3% | Reduced |
| Country Club Trust Company, n.a. | 168,575 | $24.1M | 2.07% | +4,185+2.5% | Added |
| Intrust Bank NA | 170,093 | $24.1M | 3.19% | +8,336+5.2% | Added |
| Tiedemann Advisors, LLC | 169,918 | $24.0M | 1.28% | −80,563−32.2% | Reduced |
| Capital Investment Advisory Services, LLC | 169,761 | $24.0M | 3.04% | −523−0.3% | Reduced |
| City Holding Co | 169,687 | $24.0M | 4.10% | +512+0.3% | Added |
| Chicago Trust Co NA | 169,691 | $24.0M | 5.27% | +21,519+14.5% | Added |
| Kidder Stephen W | 169,646 | $24.0M | 7.53% | −4,964−2.8% | Reduced |
| Legacy Capital Partners, Inc. | 169,272 | $24.0M | 8.67% | −2,696−1.6% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 169,152 | $23.9M | 6.28% | +7,278+4.5% | Added |
| Conway Capital Management, Inc. | 168,900 | $23.9M | 16.19% | −1,753−1.0% | Reduced |
| Diamant Asset Management, Inc. | 168,470 | $23.8M | 19.71% | +168,470 | New |
| Northstar Group, Inc. | 168,293 | $23.8M | 6.19% | −360−0.2% | Reduced |
| Nwi Management LP | 168,000 | $23.8M | 2.24% | +68,000+68.0% | Added |
| Psagot Investment House Ltd. | 167,846 | $23.8M | 4.09% | −195,183−53.8% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 167,846 | $23.8M | 4.09% | +167,846 | New |
| Texas Capital Bank Wealth Management Services Inc | 167,670 | $23.7M | 2.43% | +30,377+22.1% | Added |
| Ferris Capital, LLC | 160,235 | $23.7M | 5.08% | +156,110+3,784.5% | Added |
| Atwood & Palmer Inc | 167,412 | $23.7M | 2.11% | −183−0.1% | Reduced |
| Schnieders Capital Management LLC | 166,777 | $23.6M | 6.35% | +1,009+0.6% | Added |
| Norman Fields, Gottscho Capital Management, LLC | 166,755 | $23.6M | 9.32% | −20.0% | Reduced |
| Galvin, Gaustad & Stein, LLC | 166,565 | $23.6M | 2.28% | −8,886−5.1% | Reduced |
| South Street Advisors LLC | 166,217 | $23.5M | 4.49% | −4,739−2.8% | Reduced |
| Anderson Hoagland & Co | 165,784 | $23.5M | 2.99% | −1,704−1.0% | Reduced |
| Green Square Capital Advisors LLC | 165,402 | $23.4M | 5.31% | +48,470+41.5% | Added |
| Sargent Investment Group, LLC | 165,333 | $23.4M | 5.69% | +5,730+3.6% | Added |
| Boenning & Scattergood, Inc. | 165,312 | $23.4M | 4.11% | −566−0.3% | Reduced |
| Krilogy Financial LLC | 165,302 | $23.4M | 2.33% | −9,673−5.5% | Reduced |
| Eudaimonia Partners, LLC | 164,394 | $23.3M | 4.20% | −8,279−4.8% | Reduced |
| Rothschild & Co Asset Management US Inc. | 164,189 | $23.2M | 0.29% | −2,977−1.8% | Reduced |
| Artemis Wealth Advisors, LLC | 164,135 | $23.2M | 3.23% | +570.0% | Added |
| Covington Investment Advisors Inc. | 164,118 | $23.2M | 5.00% | +1,712+1.1% | Added |
| Dorchester Wealth Management Co | 163,843 | $23.2M | 5.71% | −3,950−2.4% | Reduced |
| Beach Investment Counsel Inc | 163,696 | $23.2M | 2.19% | −930−0.6% | Reduced |
| Stratos Wealth Advisors, LLC | 163,663 | $23.2M | 1.98% | +17,522+12.0% | Added |
| Guinness Asset Management LTD | 163,366 | $23.1M | 1.09% | −3,214−1.9% | Reduced |
| Payden & Rygel | 162,900 | $23.1M | 1.20% | −57,600−26.1% | Reduced |
| XML Financial, LLC | 162,750 | $23.0M | 3.08% | +88,890+120.3% | Added |
| BOK Financial Private Wealth, Inc. | 162,722 | $23.0M | 1.84% | +1,285+0.8% | Added |
| Kiley Juergens Wealth Management, LLC | 162,643 | $23.0M | 10.09% | +1,438+0.9% | Added |
| Azzad Asset Management Inc | 162,551 | $23.0M | 3.40% | +2,760+1.7% | Added |
| Journey Advisory Group, LLC | 162,496 | $23.0M | 7.45% | −181−0.1% | Reduced |
| Winthrop Advisory Group LLC | 162,044 | $22.9M | 5.11% | −685−0.4% | Reduced |
| J Arnold Wealth Management Co | 162,010 | $22.9M | 11.05% | +6,457+4.2% | Added |
| Skye Global Management LP | 161,500 | $22.9M | 0.38% | +106,000+191.0% | Added |
| Arrow Financial Corp | 161,455 | $22.8M | 2.95% | −4,395−2.6% | Reduced |
| O'Shares Investment Advisers, LLC | 161,385 | $22.8M | 1.68% | +4,724+3.0% | Added |
| Summit Trail Advisors, LLC | 161,133 | $22.8M | 1.71% | +11,313+7.6% | Added |
| Security National Bank | 160,995 | $22.8M | 5.71% | +13,106+8.9% | Added |
| Sterling Investment Advisors, Ltd. | 160,378 | $22.7M | 6.75% | −1,278−0.8% | Reduced |
| Hutchinson Capital Management | 160,281 | $22.7M | 5.48% | +242+0.2% | Added |
| Buckingham Capital Management, Inc. | 160,199 | $22.7M | 3.71% | −568−0.4% | Reduced |
| Change Path, LLC | 159,539 | $22.6M | 1.34% | +3,125+2.0% | Added |
| Brewin Dolphin Wealth Management Ltd | 159,700 | $22.6M | 2.58% | +7,518+4.9% | Added |
| Checchi Capital Advisers, LLC | 159,483 | $22.6M | 2.79% | +491+0.3% | Added |
| Hills Bank & Trust Co | 159,333 | $22.5M | 3.41% | +1,097+0.7% | Added |
| Hayek Kallen Investment Management | 159,252 | $22.5M | 10.28% | −6,974−4.2% | Reduced |
| Cypress Asset Management Inc | – | $22.4M | 5.80% | – | – |
| Winch Advisory Services, LLC | 157,948 | $22.4M | 7.79% | +140+0.1% | Added |
| Dundas Partners LLP | 157,772 | $22.3M | 3.15% | 00.0% | Unchanged |
| Strategic Global Advisors, LLC | 157,755 | $22.3M | 3.27% | +37,222+30.9% | Added |
| Cumberland Partners Ltd | 157,574 | $22.3M | 1.83% | −7,113−4.3% | Reduced |
| LVW Advisors, LLC | 157,535 | $22.3M | 3.90% | −2,353−1.5% | Reduced |
| EagleClaw Capital Managment, LLC | 157,372 | $22.3M | 5.74% | +2,926+1.9% | Added |
| Manitou Investment Management Ltd. | 157,394 | $22.3M | 4.07% | +1,182+0.8% | Added |