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 |
|---|---|---|---|---|---|
| Altavista Wealth Management, Inc. | 138,410 | $19.6M | 4.35% | +1,151+0.8% | Added |
| BKD Wealth Advisors, LLC | 138,340 | $19.6M | 0.90% | +3,138+2.3% | Added |
| Cozad Asset Management Inc | 137,668 | $19.5M | 3.03% | −3,814−2.7% | Reduced |
| Whitener Capital Management, Inc. | 146,651 | $19.5M | 8.95% | +1,802+1.2% | Added |
| Chelsea Counsel Co | 137,448 | $19.4M | 8.84% | +2,119+1.6% | Added |
| BancorpSouth Bank | 137,395 | $19.4M | 2.71% | +801+0.6% | Added |
| Institute for Wealth Management, LLC. | 137,321 | $19.4M | 3.42% | −912−0.7% | Reduced |
| Regal Investment Advisors LLC | 137,001 | $19.4M | 1.88% | +839+0.6% | Added |
| Fundamentun, LLC | 136,933 | $19.4M | 3.37% | +34,461+33.6% | Added |
| Ironwood Investment Counsel, LLC | 136,925 | $19.4M | 4.97% | +3,229+2.4% | Added |
| Mairs & Power Inc | 136,897 | $19.4M | 0.19% | −2,428−1.7% | Reduced |
| Private Ocean, LLC | 136,728 | $19.3M | 2.36% | −46,110−25.2% | Reduced |
| Harbor Island Capital LLC | 136,597 | $19.3M | 10.18% | −37,269−21.4% | Reduced |
| Stonnington Group, LLC | 135,113 | $19.3M | 4.32% | −2,349−1.7% | Reduced |
| Claraphi Advisory Network, LLC | 136,293 | $19.3M | 6.81% | +240.0% | Added |
| Harvey Capital Management Inc | 136,090 | $19.3M | 6.60% | −230−0.2% | Reduced |
| Wealthcare Advisory Partners LLC | 135,570 | $19.2M | 1.25% | −269−0.2% | Reduced |
| Modera Wealth Management, LLC | 135,170 | $19.1M | 0.98% | +676+0.5% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 135,116 | $19.1M | 1.58% | +19,353+16.7% | Added |
| Avalon Global Asset Management LLC | 134,520 | $19.0M | 6.51% | 00.0% | Unchanged |
| Benin Management CORP | 134,320 | $19.0M | 6.06% | −516−0.4% | Reduced |
| Patton Albertson Miller Group, LLC | 133,950 | $19.0M | 3.62% | +41,297+44.6% | Added |
| Alley Co LLC | 133,560 | $18.9M | 3.39% | +1,814+1.4% | Added |
| Canvas Wealth Advisors, LLC | 133,449 | $18.9M | 7.71% | −214−0.2% | Reduced |
| Motco | 132,979 | $18.8M | 1.23% | +504+0.4% | Added |
| Coastline Trust Co | 132,932 | $18.8M | 2.34% | +780+0.6% | Added |
| Hollencrest Capital Management | 132,862 | $18.8M | 1.68% | +23,533+21.5% | Added |
| McGuire Investment Group, LLC | 132,846 | $18.8M | 3.53% | +672+0.5% | Added |
| JFS Wealth Advisors, LLC | 132,741 | $18.8M | 1.93% | +76,989+138.1% | Added |
| Zweig-DiMenna Associates LLC | 132,628 | $18.8M | 1.31% | −13,044−9.0% | Reduced |
| Augustine Asset Management Inc | 132,384 | $18.7M | 9.98% | −1,133−0.8% | Reduced |
| Pensionfund Sabic | 132,280 | $18.7M | 3.95% | +2,000+1.5% | Added |
| Domani Wealth, LLC | 132,255 | $18.7M | 3.92% | −1,327−1.0% | Reduced |
| Parthenon LLC | 131,983 | $18.7M | 2.81% | −1,027−0.8% | Reduced |
| Capital Analysts, LLC | 131,688 | $18.6M | 1.22% | +991+0.8% | Added |
| Foster Group, Inc. | 131,659 | $18.6M | 1.82% | −140.0% | Reduced |
| Hotaling Investment Management, LLC | 131,510 | $18.6M | 7.73% | +367+0.3% | Added |
| Platform Technology Partners | 131,436 | $18.6M | 8.43% | −3,283−2.4% | Reduced |
| RFG Advisory, LLC | 131,306 | $18.6M | 1.53% | −1,212−0.9% | Reduced |
| Arjuna Capital | 131,027 | $18.5M | 7.53% | +4,287+3.4% | Added |
| Financial Avengers, Inc. | 130,824 | $18.5M | 12.38% | −178−0.1% | Reduced |
| Covenant Asset Management, LLC | 130,458 | $18.5M | 5.50% | −374−0.3% | Reduced |
| Sentry Investment Management LLC | 130,368 | $18.4M | 5.37% | −39,749−23.4% | Reduced |
| Sutton Wealth Advisors Inc. | 130,308 | $18.4M | 6.80% | +420+0.3% | Added |
| Grove Bank & Trust | 129,796 | $18.4M | 3.86% | +16,506+14.6% | Added |
| London & Capital Asset Management Ltd | 129,728 | $18.4M | 1.33% | +129,728 | New |
| BerganKDV Wealth Management, LLC | 129,689 | $18.4M | 2.08% | +77,093+146.6% | Added |
| Valmark Advisers, Inc. | 129,644 | $18.3M | 0.34% | +1,731+1.4% | Added |
| Cypress Wealth Services, LLC | 129,609 | $18.3M | 5.49% | −26,350−16.9% | Reduced |
| Karp Capital Management Corp | 129,406 | $18.3M | 2.58% | +1,366+1.1% | Added |
| Meridian Wealth Advisors, LLC | 129,374 | $18.3M | 5.10% | +1,176+0.9% | Added |
| RPG Investment Advisory, LLC | 129,196 | $18.3M | 3.01% | −1,208−0.9% | Reduced |
| Sunbelt Securities, Inc. | 124,861 | $18.3M | 3.29% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 129,107 | $18.3M | 3.82% | +2,636+2.1% | Added |
| Wells Trecaso Financial Group, LLC | 129,072 | $18.3M | 8.71% | −3,089−2.3% | Reduced |
| MidWestOne Financial Group, Inc. | 128,900 | $18.2M | 4.27% | −1,057−0.8% | Reduced |
| Rench Wealth Management, Inc. | 128,679 | $18.2M | 9.04% | −2,928−2.2% | Reduced |
| Security Asset Management | 128,162 | $18.1M | 7.34% | −7,021−5.2% | Reduced |
| Seeyond | 128,065 | $18.1M | 1.75% | −5,665−4.2% | Reduced |
| Wealth Architects, LLC | 128,004 | $18.1M | 3.52% | −2,189−1.7% | Reduced |
| Smith Anglin Financial, LLC | 128,002 | $18.1M | 3.53% | +22,334+21.1% | Added |
| Nixon Peabody Trust Co | 127,829 | $18.1M | 6.54% | +7,001+5.8% | Added |
| Kercheville Advisors, LLC | 127,743 | $18.1M | 8.57% | −398−0.3% | Reduced |
| Lindbrook Capital, LLC | 127,671 | $18.1M | 4.73% | −30,407−19.2% | Reduced |
| Grand Jean Capital Management Inc | 127,631 | $18.1M | 4.56% | +1,602+1.3% | Added |
| Capital Asset Advisory Services LLC | 127,484 | $18.0M | 2.01% | −6,254−4.7% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 127,464 | $18.0M | 0.95% | +4,331+3.5% | Added |
| Eqis Capital Management, Inc. | 127,402 | $18.0M | 1.38% | −8,318−6.1% | Reduced |
| Berkshire Bank | 127,383 | $18.0M | 4.40% | −2,778−2.1% | Reduced |
| Capital International Sarl | 127,354 | $18.0M | 1.59% | −11,543−8.3% | Reduced |
| GenTrust, LLC | 127,350 | $18.0M | 1.49% | +417+0.3% | Added |
| Founders Financial Alliance, LLC | 126,988 | $18.0M | 8.40% | +337+0.3% | Added |
| Ausdal Financial Partners, Inc. | 126,929 | $18.0M | 2.67% | +19,559+18.2% | Added |
| Nelson Capital Management, LLC | 126,873 | $18.0M | 3.57% | −4,092−3.1% | Reduced |
| J. W. Coons Advisors, LLC | 126,860 | $18.0M | 6.15% | −1,465−1.1% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 126,498 | $17.9M | 4.19% | −204−0.2% | Reduced |
| American National Bank | 126,475 | $17.9M | 3.97% | −218−0.2% | Reduced |
| Carolinas Wealth Consulting LLC | 100,821 | $17.9M | 4.16% | −3,684−3.5% | Reduced |
| Matrix Asset Advisors Inc | 125,897 | $17.8M | 2.51% | +4,732+3.9% | Added |
| FDx Advisors, Inc. | 125,863 | $17.8M | 0.57% | +6,995+5.9% | Added |
| United Asset Strategies, Inc. | 125,619 | $17.8M | 2.29% | −1,145−0.9% | Reduced |
| Rockland Trust Co | 125,502 | $17.8M | 1.24% | +2,227+1.8% | Added |
| Itau Unibanco Holding S.A. | 125,210 | $17.7M | 0.95% | +15,307+13.9% | Added |
| Fort Point Capital Partners LLC | 125,119 | $17.7M | 2.74% | +23,546+23.2% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 125,097 | $17.7M | 1.01% | −35,692−22.2% | Reduced |
| Scott & Selber, Inc. | 125,056 | $17.7M | 7.17% | −3,056−2.4% | Reduced |
| Comerica Securities,inc. | 124,844 | $17.7M | 1.25% | +5,942+5.0% | Added |
| Absher Wealth Management, LLC | 124,823 | $17.7M | 3.27% | −7,099−5.4% | Reduced |
| Sanders Morris Harris LLC | 123,568 | $17.6M | 3.21% | −50,091−28.8% | Reduced |
| Pettyjohn, Wood & White, Inc | 124,474 | $17.6M | 3.91% | +842+0.7% | Added |
| Bellecapital International Ltd. | 124,426 | $17.6M | 5.38% | +2,144+1.8% | Added |
| Moloney Securities Asset Management, LLC | 124,249 | $17.6M | 3.20% | +2,568+2.1% | Added |
| Central Bank & Trust Co | 124,179 | $17.6M | 2.89% | −3,372−2.6% | Reduced |
| Tufton Capital Management | 124,114 | $17.6M | 2.97% | −1,692−1.3% | Reduced |
| Mirador Capital Partners LP | 123,947 | $17.5M | 3.98% | +1,897+1.6% | Added |
| Abacus Planning Group, Inc. | 123,721 | $17.5M | 5.57% | −816−0.7% | Reduced |
| Hendley & Co Inc | 123,526 | $17.5M | 6.11% | −240−0.2% | Reduced |
| Crossvault Capital Management LLC | 123,442 | $17.5M | 5.50% | −11,805−8.7% | Reduced |
| Benedict Financial Advisors Inc | 123,438 | $17.5M | 4.88% | −3,228−2.5% | Reduced |
| Buckhead Capital Management LLC | 123,378 | $17.5M | 3.91% | −3,899−3.1% | Reduced |