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 |
|---|---|---|---|---|---|
| Broadleaf Partners, LLC | 122,797 | $17.4M | 5.75% | +5,416+4.6% | Added |
| King Wealth | 122,722 | $17.4M | 3.56% | −64−0.1% | Reduced |
| Financial Advisory Service, Inc. | 122,513 | $17.3M | 1.62% | −452−0.4% | Reduced |
| Matthew 25 Management Corp | 122,500 | $17.3M | 4.91% | −15,000−10.9% | Reduced |
| Brandywine Oak Private Wealth LLC | 122,275 | $17.3M | 2.02% | +8,715+7.7% | Added |
| TCG Advisory Services, LLC | 122,251 | $17.3M | 4.55% | −14,304−10.5% | Reduced |
| McCollum Christoferson Group LLC | 122,193 | $17.3M | 4.12% | −4,771−3.8% | Reduced |
| Walter & Keenan Financial Consulting Co | 122,126 | $17.3M | 5.86% | −7,941−6.1% | Reduced |
| Spectrum Management Group, LLC | 122,064 | $17.3M | 2.72% | +16,202+15.3% | Added |
| SOL Capital Management CO | 121,425 | $17.2M | 3.42% | +1,656+1.4% | Added |
| Rowland & Co Investment Counsel | 47,074 | $17.2M | 5.82% | −113,367−70.7% | Reduced |
| CMH Wealth Management LLC | 121,087 | $17.1M | 5.62% | −12,383−9.3% | Reduced |
| Frisch Financial Group, Inc. | 121,090 | $17.1M | 5.71% | −3,506−2.8% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 121,035 | $17.1M | 7.41% | −12,237−9.2% | Reduced |
| Paragon Capital Management LLC | 120,902 | $17.1M | 8.99% | −6,525−5.1% | Reduced |
| Gryphon Financial Partners LLC | 120,536 | $17.1M | 3.97% | −1,215−1.0% | Reduced |
| Sowa Financial Group, Inc. | 120,493 | $17.1M | 11.06% | +6,604+5.8% | Added |
| Westbourne Investment Advisors, Inc. | 120,464 | $17.0M | 7.76% | −3,938−3.2% | Reduced |
| Biechele Royce Advisors | 120,457 | $17.0M | 7.54% | +1,525+1.3% | Added |
| GAM Holding AG | 120,349 | $17.0M | 0.79% | −721−0.6% | Reduced |
| Round Table Services, LLC | 120,211 | $17.0M | 3.63% | +1,511+1.3% | Added |
| Navalign, LLC | 120,088 | $17.0M | 7.20% | −355−0.3% | Reduced |
| Ipswich Investment Management Co., Inc. | 120,059 | $17.0M | 4.35% | −2,685−2.2% | Reduced |
| RBF Capital, LLC | 120,000 | $17.0M | 0.97% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 119,485 | $16.9M | 3.68% | −1,161−1.0% | Reduced |
| Parkside Financial Bank & Trust | 119,030 | $16.8M | 4.96% | −7,539−6.0% | Reduced |
| Perennial Advisors, LLC | 119,018 | $16.8M | 4.96% | −2,194−1.8% | Reduced |
| Crescent Grove Advisors, LLC | 118,911 | $16.8M | 1.79% | −564−0.5% | Reduced |
| Simmons Bank | 118,889 | $16.8M | 1.22% | +6,767+6.0% | Added |
| Essex Investment Management Co LLC | 118,368 | $16.7M | 2.05% | −277−0.2% | Reduced |
| Optimum Investment Advisors | 118,360 | $16.7M | 7.06% | −64,962−35.4% | Reduced |
| Qtron Investments LLC | 118,229 | $16.7M | 4.50% | +4,861+4.3% | Added |
| Puzo Michael J | 118,016 | $16.7M | 5.29% | −6,399−5.1% | Reduced |
| Capital City Trust Co | 117,827 | $16.7M | 5.17% | −5,703−4.6% | Reduced |
| Merit Financial Group, LLC | 117,822 | $16.7M | 1.74% | +584+0.5% | Added |
| Biltmore Capital Advisors LLC | 117,711 | $16.7M | 3.07% | +5,707+5.1% | Added |
| Cohen Lawrence B | 117,537 | $16.6M | 8.77% | −5,303−4.3% | Reduced |
| Peddock Capital Advisors, LLC | 117,530 | $16.6M | 5.92% | −1,652−1.4% | Reduced |
| Procyon Private Wealth Partners, LLC | 117,467 | $16.6M | 4.29% | +2,188+1.9% | Added |
| McDonald Partners LLC | 117,091 | $16.6M | 3.89% | +262+0.2% | Added |
| SkyOak Wealth, LLC | 117,020 | $16.6M | 4.46% | −210.0% | Reduced |
| Marietta Wealth Management, LLC | 117,004 | $16.6M | 3.62% | +1,339+1.2% | Added |
| Oxford Financial Group Ltd | 116,919 | $16.5M | 2.11% | +41,739+55.5% | Added |
| 9258 Wealth Management, LLC | 116,765 | $16.5M | 4.41% | −604−0.5% | Reduced |
| Essex Savings Bank | 108,622 | $16.5M | 6.00% | −443−0.4% | Reduced |
| Sumitomo Mitsui Financial Group, Inc. | 116,185 | $16.5M | 0.38% | −8,684−7.0% | Reduced |
| Main Street Financial Solutions, LLC | 116,195 | $16.4M | 2.53% | +10,712+10.2% | Added |
| Old Mission Investment Co LLC | 116,138 | $16.4M | 6.65% | +505+0.4% | Added |
| Banyan Capital Management, Inc. | 116,101 | $16.4M | 10.46% | −2,162−1.8% | Reduced |
| Weil Company, Inc. | 115,986 | $16.4M | 8.54% | +40.0% | Added |
| Vident Investment Advisory, LLC | 115,945 | $16.4M | 0.50% | −46,462−28.6% | Reduced |
| 1776 Wealth LLC | 116,581 | $16.4M | 9.35% | +2,256+2.0% | Added |
| Sawtooth Solutions, LLC | 115,904 | $16.4M | 2.52% | +16,928+17.1% | Added |
| Cypress Capital Management LLC (WY) | 115,854 | $16.4M | 13.59% | −165−0.1% | Reduced |
| Blume Capital Management, Inc. | 115,833 | $16.4M | 6.00% | −4,911−4.1% | Reduced |
| Northstar Asset Management Inc | 115,793 | $16.4M | 4.33% | +2,955+2.6% | Added |
| B&D White Capital Company, LLC | 115,725 | $16.4M | 6.30% | −237,278−67.2% | Reduced |
| Searle & Co. | 115,591 | $16.4M | 6.70% | −1,500−1.3% | Reduced |
| EFG Asset Management (Americas) Corp. | 115,188 | $16.3M | 2.91% | +3,428+3.1% | Added |
| Guardian Investment Management | 115,431 | $16.3M | 12.05% | +102,090+765.2% | Added |
| Enterprise Trust & Investment Co | 115,392 | $16.3M | 6.61% | −2,720−2.3% | Reduced |
| Clarity Wealth Advisors, LLC | 115,350 | $16.3M | 8.04% | −2,039−1.7% | Reduced |
| Brown Miller Wealth Management, LLC | 115,200 | $16.3M | 10.23% | +248+0.2% | Added |
| FRG Family Wealth Advisors LLC | 114,888 | $16.3M | 3.19% | −1,095−0.9% | Reduced |
| 180 Wealth Advisors, LLC | 112,210 | $16.3M | 3.58% | −157−0.1% | Reduced |
| Taylor Wealth Management Partners | 114,856 | $16.3M | 5.80% | +160+0.1% | Added |
| Decatur Capital Management, Inc. | 114,822 | $16.2M | 10.71% | −126,663−52.5% | Reduced |
| Wright Investors Service Inc | 114,775 | $16.2M | 4.62% | −14,263−11.1% | Reduced |
| Garde Capital, Inc. | 114,566 | $16.2M | 1.68% | +10,029+9.6% | Added |
| Fieldpoint Private Securities, LLC | 114,504 | $16.2M | 3.59% | +2,969+2.7% | Added |
| Pinnacle Family Advisors, LLC | 114,430 | $16.2M | 7.24% | +1,304+1.2% | Added |
| Alpha Omega Wealth Management LLC | 114,395 | $16.2M | 2.65% | −4,013−3.4% | Reduced |
| Financial Enhancement Group LLC | 114,279 | $16.2M | 3.06% | +21,641+23.4% | Added |
| Bulltick Wealth Management, LLC | 114,110 | $16.1M | 3.71% | −2,599−2.2% | Reduced |
| DCM Advisors, LLC | 114,075 | $16.1M | 6.21% | +58,284+104.5% | Added |
| American Research & Management Co. | 113,656 | $16.1M | 3.72% | −1,729−1.5% | Reduced |
| Eos Management, L.P. | 113,540 | $16.1M | 9.99% | 00.0% | Unchanged |
| Tamar Securities, LLC | 113,367 | $16.0M | 5.80% | +7,774+7.4% | Added |
| Wall Street Access Asset Management, LLC | 111,366 | $16.0M | 7.07% | +15,998+16.8% | Added |
| Lester Murray Antman dba SimplyRich | 113,240 | $16.0M | 5.83% | −20.0% | Reduced |
| Ycg, LLC | 113,232 | $16.0M | 1.51% | +6,406+6.0% | Added |
| NBW Capital LLC | 112,961 | $16.0M | 3.85% | −550.0% | Reduced |
| Adams Asset Advisors, LLC | 112,938 | $16.0M | 3.22% | −3,317−2.9% | Reduced |
| Nicholas Hoffman & Company, LLC. | 112,797 | $16.0M | 2.80% | −3,764−3.2% | Reduced |
| Bank Ozk | 112,737 | $16.0M | 7.23% | −3,357−2.9% | Reduced |
| Bollard Group LLC | 112,699 | $15.9M | 0.52% | −352−0.3% | Reduced |
| Elk River Wealth Management, LLC | 112,672 | $15.9M | 4.03% | +2,393+2.2% | Added |
| Copeland Capital Management, LLC | 112,676 | $15.9M | 0.45% | +40,975+57.1% | Added |
| Hamel Associates, Inc. | 112,609 | $15.9M | 6.22% | −4,857−4.1% | Reduced |
| BFSG, LLC | 112,287 | $15.9M | 2.43% | +4,142+3.8% | Added |
| Liberty Capital Management, Inc. | 112,233 | $15.9M | 4.68% | −917−0.8% | Reduced |
| First Long Island Investors, LLC | 112,189 | $15.9M | 1.36% | −3,036−2.6% | Reduced |
| Circle Wealth Management, LLC | 111,976 | $15.8M | 2.29% | +10,641+10.5% | Added |
| Pekin Hardy Strauss, Inc. | 111,837 | $15.8M | 2.27% | −1,613−1.4% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 111,750 | $15.8M | 3.01% | −695−0.6% | Reduced |
| Centre Asset Management, LLC | 100,890 | $15.8M | 8.19% | −2,790−2.7% | Reduced |
| Regent Peak Wealth Advisors LLC | 111,674 | $15.8M | 4.53% | +178+0.2% | Added |
| BFT Financial Group, LLC | 111,160 | $15.7M | 2.91% | +1,201+1.1% | Added |
| Gardner Lewis Asset Management L P | 111,100 | $15.7M | 2.43% | 00.0% | Unchanged |
| Ibex Wealth Advisors | 111,080 | $15.7M | 3.03% | +1,021+0.9% | Added |