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 |
|---|---|---|---|---|---|
| Taylor, Cottrill, Erickson & Associates, Inc. | 156,496 | $22.1M | 3.14% | −4,359−2.7% | Reduced |
| Bremer Bank National Association | 156,277 | $22.1M | 4.38% | +6,031+4.0% | Added |
| Supplemental Annuity Collective Trust of NJ | 156,100 | $22.1M | 7.26% | 00.0% | Unchanged |
| Madison Wealth Management | 156,034 | $22.1M | 4.83% | −2,255−1.4% | Reduced |
| Taikang Asset Management (Hong Kong) Co Ltd | 156,000 | $22.1M | 4.48% | 00.0% | Unchanged |
| Zevin Asset Management LLC | 155,588 | $22.0M | 4.20% | +434+0.3% | Added |
| West Coast Financial LLC | 155,192 | $22.0M | 3.53% | −3,849−2.4% | Reduced |
| Tsai Capital Corp | 155,004 | $21.9M | 18.90% | −874−0.6% | Reduced |
| Continuum Advisory, LLC | 183,783 | $21.9M | 5.88% | +32,532+21.5% | Added |
| Bennett Selby Investments LP | 154,981 | $21.9M | 14.33% | −2,643−1.7% | Reduced |
| Verity & Verity, LLC | 144,746 | $21.9M | 3.28% | +330.0% | Added |
| American Money Management, LLC | 154,929 | $21.9M | 6.20% | +25,023+19.3% | Added |
| Sittner & Nelson, LLC | 154,908 | $21.9M | 14.15% | +21,591+16.2% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 154,658 | $21.9M | 0.05% | +8,050+5.5% | Added |
| Glassman Wealth Services | 154,596 | $21.9M | 4.61% | +506+0.3% | Added |
| Ironvine Capital Partners, LLC | 154,041 | $21.8M | 2.31% | +503+0.3% | Added |
| Mercer Capital Advisers, Inc. | 153,428 | $21.7M | 11.62% | −14,800−8.8% | Reduced |
| Terril Brothers, Inc. | 153,218 | $21.7M | 5.36% | 00.0% | Unchanged |
| Pitcairn Co | 152,956 | $21.6M | 1.50% | −4,778−3.0% | Reduced |
| Kavar Capital Partners Group, LLC | 152,932 | $21.6M | 4.93% | +6,114+4.2% | Added |
| Peak Asset Management, LLC | 152,572 | $21.6M | 5.32% | −2,082−1.3% | Reduced |
| Landsberg, Bennett, & Dubbaneh LLC | 151,266 | $21.6M | 2.75% | −1,854−1.2% | Reduced |
| YorkBridge Wealth Partners, LLC | 152,411 | $21.6M | 5.43% | +105+0.1% | Added |
| Pioneer Trust Bank N A | 152,353 | $21.6M | 6.17% | −19,128−11.2% | Reduced |
| GPS Wealth Strategies Group, LLC | 152,106 | $21.5M | 5.33% | −2,595−1.7% | Reduced |
| TruWealth Advisors, LLC | 151,822 | $21.5M | 2.40% | +2,572+1.7% | Added |
| Hemington Wealth Management | 150,950 | $21.4M | 7.86% | −350.0% | Reduced |
| Canandaigua National Corp | 150,848 | $21.3M | 3.48% | −11,765−7.2% | Reduced |
| Trust Asset Management LLC | 150,839 | $21.3M | 2.94% | +5,490+3.8% | Added |
| Avantax Planning Partners, Inc. | 150,545 | $21.3M | 0.98% | +4,817+3.3% | Added |
| NTV Asset Management LLC | 150,450 | $21.3M | 3.70% | +4,083+2.8% | Added |
| SevenBridge Financial Group, LLC | 150,330 | $21.3M | 7.09% | −2,185−1.4% | Reduced |
| Fulcrum Capital LLC | 150,136 | $21.2M | 5.08% | +1,724+1.2% | Added |
| Baker Tilly Wealth Management, LLC | 150,104 | $21.2M | 2.81% | +16,270+12.2% | Added |
| Hudson Valley Investment Advisors Inc | 150,011 | $21.2M | 3.64% | −2,613−1.7% | Reduced |
| Hoertkorn Richard Charles | 149,992 | $21.2M | 9.54% | −450−0.3% | Reduced |
| Tairen Capital Ltd | 149,952 | $21.2M | 5.31% | +83,052+124.1% | Added |
| Beck Mack & Oliver LLC | 149,359 | $21.1M | 0.55% | +950+0.6% | Added |
| Overbrook Management Corp | 149,315 | $21.1M | 4.59% | −1,288−0.9% | Reduced |
| Trustmark National Bank Trust Department | 149,286 | $21.1M | 1.70% | −4,615−3.0% | Reduced |
| Avitas Wealth Management LLC | 148,948 | $21.1M | 3.84% | +108+0.1% | Added |
| Smith, Moore & Co. | 148,909 | $21.1M | 3.21% | −7,791−5.0% | Reduced |
| BDO Wealth Advisors, LLC | 148,715 | $21.0M | 2.32% | +5,789+4.1% | Added |
| Quadrant Private Wealth Management, LLC | 148,612 | $21.0M | 8.68% | −658−0.4% | Reduced |
| IFG Advisory, LLC | 148,583 | $21.0M | 2.27% | +2,800+1.9% | Added |
| Harbor Advisors LLC | 148,400 | $21.0M | 4.20% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 148,362 | $21.0M | 3.88% | −4,091−2.7% | Reduced |
| Claret Asset Management Corp | 148,209 | $21.0M | 3.59% | −4,949−3.2% | Reduced |
| Horiko Capital Management LLC | 148,165 | $21.0M | 9.05% | +2,081+1.4% | Added |
| Insight Advisors, LLC | 138,679 | $20.9M | 6.25% | +4,700+3.5% | Added |
| Mitchell McLeod Pugh & Williams Inc | 147,931 | $20.9M | 7.77% | −1,436−1.0% | Reduced |
| Stonebridge Capital Management Inc | 147,874 | $20.9M | 7.68% | −5,325−3.5% | Reduced |
| Cooper Financial Group | 147,866 | $20.9M | 4.34% | +1,826+1.3% | Added |
| West Branch Capital LLC | 147,825 | $20.9M | 10.06% | −927−0.6% | Reduced |
| One Wealth Advisors, LLC | 147,798 | $20.9M | 6.13% | +20,795+16.4% | Added |
| Howland Capital Management LLC | 147,780 | $20.9M | 1.10% | −4,787−3.1% | Reduced |
| Ascent Wealth Partners, LLC | 147,571 | $20.9M | 4.00% | −336−0.2% | Reduced |
| Motley Fool Wealth Management, LLC | 147,435 | $20.9M | 0.91% | −3,110−2.1% | Reduced |
| Ithaka Group LLC | 147,262 | $20.8M | 2.55% | −1,098−0.7% | Reduced |
| Picton Mahoney Asset Management | 146,500 | $20.7M | 0.80% | −2,550−1.7% | Reduced |
| TD Private Client Wealth LLC | 146,303 | $20.7M | 0.88% | +23,431+19.1% | Added |
| Stillwater Investment Management, LLC | 146,050 | $20.7M | 5.50% | −5,885−3.9% | Reduced |
| Chickasaw Capital Management LLC | 145,813 | $20.6M | 1.02% | −411−0.3% | Reduced |
| Selway Asset Management | 145,678 | $20.6M | 11.26% | −1,040−0.7% | Reduced |
| Citizens National Bank Trust Department | 145,622 | $20.6M | 5.86% | −653−0.4% | Reduced |
| Slow Capital, Inc. | 145,526 | $20.6M | 3.77% | −6,421−4.2% | Reduced |
| Renaissance Investment Group LLC | 145,469 | $20.6M | 5.25% | −2,995−2.0% | Reduced |
| Parcion Private Wealth LLC | 142,089 | $20.6M | 1.83% | −3,840−2.6% | Reduced |
| Csenge Advisory Group | 143,223 | $20.4M | 1.72% | +5,512+4.0% | Added |
| Commerzbank Aktiengesellschaft | 144,342 | $20.4M | 1.22% | +48,264+50.2% | Added |
| Sigma Investment Counselors Inc | 144,309 | $20.4M | 1.51% | −550−0.4% | Reduced |
| Carderock Capital Management Inc | 143,933 | $20.4M | 5.74% | +576+0.4% | Added |
| Cornerstone Wealth Group, LLC | 143,755 | $20.3M | 3.59% | +2,593+1.8% | Added |
| McKinley Carter Wealth Services, Inc. | 143,522 | $20.3M | 1.66% | −2,110−1.4% | Reduced |
| Plimoth Trust Co LLC | 143,124 | $20.3M | 5.73% | −2,520−1.7% | Reduced |
| Laurel Wealth Advisors LLC | 142,965 | $20.2M | 4.61% | −4,039−2.7% | Reduced |
| Pacific Wealth Strategies Group, Inc. | 142,701 | $20.2M | 7.47% | +3,795+2.7% | Added |
| Whalerock Point Partners, LLC | 142,632 | $20.2M | 7.82% | −865−0.6% | Reduced |
| AlphaStar Capital Management, LLC | 135,271 | $20.1M | 1.37% | +89,190+193.6% | Added |
| Wallington Asset Management, LLC | 142,204 | $20.1M | 3.35% | −166−0.1% | Reduced |
| Cubist Systematic Strategies, LLC | 142,201 | $20.1M | 0.25% | −36,325−20.3% | Reduced |
| Spearhead Capital Advisors, LLC | 142,044 | $20.1M | 2.68% | +18,337+14.8% | Added |
| Arete Wealth Advisors, LLC | 141,835 | $20.1M | 2.22% | +220.0% | Added |
| Bridgewater Advisors Inc. | 141,638 | $20.0M | 5.51% | −6,102−4.1% | Reduced |
| Westover Capital Advisors, LLC | 140,401 | $19.9M | 6.22% | +5,295+3.9% | Added |
| Summit X, LLC | 140,634 | $19.9M | 5.00% | −813−0.6% | Reduced |
| Rehmann Capital Advisory Group | 140,203 | $19.8M | 1.88% | −3,649−2.5% | Reduced |
| Sompo Asset Management Co., Ltd. | 140,180 | $19.8M | 4.55% | −19,950−12.5% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 150,591 | $19.8M | 1.23% | +14,628+10.8% | Added |
| Farmers Trust Co | 138,343 | $19.7M | 4.39% | −4,149−2.9% | Reduced |
| Valicenti Advisory Services Inc | 139,369 | $19.7M | 5.35% | −1,174−0.8% | Reduced |
| Inlet Private Wealth, LLC | 139,254 | $19.7M | 5.28% | −100−0.1% | Reduced |
| Segment Wealth Management, LLC | 139,139 | $19.7M | 2.34% | −358−0.3% | Reduced |
| Ballast Advisors LLC | 139,056 | $19.7M | 8.18% | −260.0% | Reduced |
| Southland Equity Partners LLC | 139,014 | $19.7M | 9.03% | +864+0.6% | Added |
| Winfield Associates, Inc. | 138,978 | $19.7M | 7.27% | −1,293−0.9% | Reduced |
| Act Two Investors LLC | 138,895 | $19.7M | 4.66% | −1,487−1.1% | Reduced |
| Broderick Brian C | 138,759 | $19.6M | 5.24% | −3,803−2.7% | Reduced |
| Dorsey & Whitney Trust CO LLC | 138,550 | $19.6M | 1.82% | −577−0.4% | Reduced |
| CFO4Life Group, LLC | 138,507 | $19.6M | 4.56% | +3,757+2.8% | Added |