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 |
|---|---|---|---|---|---|
| Family Management Corp | 111,029 | $15.7M | 4.34% | −10,603−8.7% | Reduced |
| Bordeaux Wealth Advisors LLC | 110,760 | $15.7M | 8.91% | −1,320−1.2% | Reduced |
| Harrell Investment Partners, LLC | 110,618 | $15.7M | 5.04% | −5,001−4.3% | Reduced |
| GYL Financial Synergies, LLC | 110,466 | $15.6M | 7.99% | −1,052−0.9% | Reduced |
| Community Financial Services Group, LLC | 110,296 | $15.6M | 4.25% | −3,337−2.9% | Reduced |
| Spotlight Asset Group, Inc. | 110,208 | $15.6M | 7.78% | −7,694−6.5% | Reduced |
| Green Harvest Asset Management LLC | 139,126 | $15.6M | 2.44% | +87,373+168.8% | Added |
| Breiter Capital Management Inc | 110,008 | $15.6M | 8.89% | −8,450−7.1% | Reduced |
| Ellis Investment Partners, LLC | 109,883 | $15.5M | 3.93% | +10,204+10.2% | Added |
| Sterneck Capital Management, LLC | 109,831 | $15.5M | 9.90% | +10.0% | Added |
| Omers Administration Corp | 109,777 | $15.5M | 0.23% | +109,777 | New |
| Ashton Thomas Private Wealth, LLC | 109,735 | $15.5M | 2.24% | +13,995+14.6% | Added |
| Taylor Hoffman Wealth Management | 108,778 | $15.5M | 6.66% | +682+0.6% | Added |
| ARGI Investment Services, LLC | 109,300 | $15.5M | 0.50% | +1,904+1.8% | Added |
| Strategic Blueprint, LLC | 109,253 | $15.5M | 2.42% | +6,118+5.9% | Added |
| Kistler-Tiffany Companies, LLC | 109,229 | $15.5M | 3.50% | −1,331−1.2% | Reduced |
| Venturi Wealth Management, LLC | 109,136 | $15.4M | 1.30% | +4,022+3.8% | Added |
| Patten Group, Inc. | 109,117 | $15.4M | 4.54% | +247+0.2% | Added |
| WoodTrust Financial Corp | 109,086 | $15.4M | 3.63% | +1,853+1.7% | Added |
| Chatham Capital Group, Inc. | 108,982 | $15.4M | 2.97% | −1,242−1.1% | Reduced |
| Pecaut & Co. | 108,958 | $15.4M | 9.20% | −4,566−4.0% | Reduced |
| Prestige Wealth Management Group LLC | 108,831 | $15.4M | 3.94% | +3,207+3.0% | Added |
| Ridgecrest Wealth Partners, LLC | 108,648 | $15.4M | 8.37% | +19,437+21.8% | Added |
| Gemsstock Limited | 108,600 | $15.4M | 6.97% | −126,900−53.9% | Reduced |
| Gemmer Asset Management LLC | 108,510 | $15.4M | 2.13% | −16,480−13.2% | Reduced |
| Keeler Thomas Management LLC | 108,404 | $15.3M | 7.31% | +5,078+4.9% | Added |
| O'Dell Group, LLC | 108,390 | $15.3M | 4.85% | −2,789−2.5% | Reduced |
| Osher Van de Voorde Investment Management | 108,270 | $15.3M | 3.93% | −1,648−1.5% | Reduced |
| Grandfield & Dodd, LLC | 108,024 | $15.3M | 1.07% | +1,077+1.0% | Added |
| Bank of New Hampshire | 111,490 | $15.3M | 4.08% | 00.0% | Unchanged |
| American National Registered Investment Advisor, Inc. | 107,869 | $15.3M | 5.52% | −354−0.3% | Reduced |
| TCI Wealth Advisors, Inc. | 107,812 | $15.3M | 2.40% | −1,043−1.0% | Reduced |
| Anchor Investment Management, LLC | 107,729 | $15.2M | 2.12% | −776−0.7% | Reduced |
| ProVise Management Group, LLC | 107,019 | $15.1M | 1.50% | −710−0.7% | Reduced |
| Jeereddi Investments, LP | 106,931 | $15.1M | 13.80% | 00.0% | Unchanged |
| KG&L Capital Management,LLC | 106,876 | $15.1M | 6.66% | +1,507+1.4% | Added |
| Doheny Asset Management | 106,801 | $15.1M | 10.81% | −7,892−6.9% | Reduced |
| Rbo & Co LLC | 106,705 | $15.1M | 2.65% | 00.0% | Unchanged |
| Hedeker Wealth, LLC | 106,695 | $15.1M | 4.67% | +866+0.8% | Added |
| Cardan Capital Partners, LLC | 106,502 | $15.1M | 1.69% | −843−0.8% | Reduced |
| Westhampton Capital, LLC | 106,378 | $15.1M | 10.30% | −1,824−1.7% | Reduced |
| Oak Harvest Investment Services | 106,368 | $15.1M | 4.39% | +13,140+14.1% | Added |
| Trust Co of Oklahoma | 106,327 | $15.0M | 5.38% | −16,433−13.4% | Reduced |
| Capital Planning Advisors, LLC | 106,253 | $15.0M | 3.12% | +306+0.3% | Added |
| HFR Wealth Management, LLC | 105,592 | $14.9M | 4.35% | +1,730+1.7% | Added |
| Roberts Glore & Co Inc | 105,214 | $14.9M | 4.52% | −2,025−1.9% | Reduced |
| Pegasus Asset Management, Inc. | 105,217 | $14.9M | 6.83% | −939−0.9% | Reduced |
| Chiron Investment Management, LLC | 105,002 | $14.9M | 2.35% | +105,002 | New |
| Financial Partners Group, Inc | 104,902 | $14.8M | 3.50% | +1,067+1.0% | Added |
| Guyasuta Investment Advisors Inc | 104,892 | $14.8M | 1.06% | −569−0.5% | Reduced |
| Consolidated Investment Group LLC | 104,828 | $14.8M | 2.33% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 104,623 | $14.8M | 4.03% | +4,224+4.2% | Added |
| GFG Capital, LLC | 104,390 | $14.8M | 4.67% | −34,655−24.9% | Reduced |
| Vishria Bird Financial Group, LLC | 104,280 | $14.8M | 7.74% | −2,767−2.6% | Reduced |
| Holderness Investments Co | 103,911 | $14.7M | 4.85% | +3,100+3.1% | Added |
| RKL Wealth Management LLC | 103,714 | $14.7M | 1.86% | −13,140−11.2% | Reduced |
| Consolidated Capital Management, LLC | 103,665 | $14.7M | 6.90% | +310.0% | Added |
| Berman Capital Advisors, LLC | 103,480 | $14.6M | 2.30% | +6,801+7.0% | Added |
| Titus Wealth Management | 103,301 | $14.6M | 7.68% | +28,751+38.6% | Added |
| Patriot Financial Group Insurance Agency, LLC | 103,294 | $14.6M | 2.59% | −5,703−5.2% | Reduced |
| WESPAC Advisors SoCal, LLC | 103,461 | $14.6M | 4.77% | +692+0.7% | Added |
| Wills Financial Group, Inc. | 102,937 | $14.6M | 6.54% | −10,575−9.3% | Reduced |
| Duncker Streett & Co Inc | 102,926 | $14.6M | 2.76% | −6,849−6.2% | Reduced |
| Asio Capital, LLC | 102,929 | $14.6M | 5.02% | +2,876+2.9% | Added |
| AIMZ Investment Advisors, LLC | 102,672 | $14.5M | 6.56% | −483−0.5% | Reduced |
| Foster Dykema Cabot & Co Inc | 102,594 | $14.5M | 1.81% | +1,204+1.2% | Added |
| Bingham Osborn & Scarborough LLC | 102,586 | $14.5M | 1.02% | −7,549−6.9% | Reduced |
| Andra AP-fonden | 101,900 | $14.4M | 0.30% | −7,400−6.8% | Reduced |
| Jeppson Wealth Management, LLC | 101,888 | $14.4M | 7.51% | −136−0.1% | Reduced |
| Gradient Capital Advisors, LLC | 101,849 | $14.4M | 6.61% | +2,352+2.4% | Added |
| Paulson Wealth Management Inc. | 101,717 | $14.4M | 6.84% | −74−0.1% | Reduced |
| Asset Dedication, LLC | 101,731 | $14.4M | 1.90% | +3,183+3.2% | Added |
| Asset Management Group, Inc. | 101,680 | $14.4M | 2.95% | −5,084−4.8% | Reduced |
| Strategic Wealth Designers | 101,501 | $14.4M | 4.30% | +13,362+15.2% | Added |
| Curbstone Financial Management Corp | 101,427 | $14.4M | 2.71% | −2,654−2.5% | Reduced |
| Old Second National Bank of Aurora | 101,195 | $14.3M | 3.86% | −3,419−3.3% | Reduced |
| StoneX Group Inc. | 101,197 | $14.3M | 2.06% | +1,765+1.8% | Added |
| JTC Employer Solutions Trusteee Ltd | 101,166 | $14.3M | 1.92% | +3,351+3.4% | Added |
| SFE Investment Counsel | 101,052 | $14.3M | 4.01% | −7,242−6.7% | Reduced |
| Edge Capital Group, LLC | 101,088 | $14.3M | 1.14% | −694−0.7% | Reduced |
| Premier Fund Managers Ltd | 100,000 | $14.3M | 0.46% | +100,000 | New |
| ETF Managers Group, LLC | 99,954 | $14.3M | 0.27% | +76,134+319.6% | Added |
| Asset Management Corp | 100,842 | $14.3M | 8.92% | −3,283−3.2% | Reduced |
| RSM US Wealth Management LLC | 100,832 | $14.3M | 0.76% | −16,130−13.8% | Reduced |
| Providence Capital Advisors, LLC | 100,384 | $14.2M | 4.43% | +2,932+3.0% | Added |
| Mayflower Financial Advisors, LLC | 95,439 | $14.2M | 1.92% | +349+0.4% | Added |
| F/M Investments LLC | 100,108 | $14.2M | 10.13% | +7,436+8.0% | Added |
| Bowie Capital Management, LLC | 100,000 | $14.2M | 1.86% | 00.0% | Unchanged |
| Union Heritage Capital, LLC | 100,000 | $14.2M | 6.63% | 00.0% | Unchanged |
| Arden Trust Co | 99,990 | $14.1M | 2.42% | −9,882−9.0% | Reduced |
| Hamilton Point Investment Advisors, LLC | 99,933 | $14.1M | 3.75% | +1,612+1.6% | Added |
| Marcum Wealth, LLC | 99,823 | $14.1M | 2.22% | +22,454+29.0% | Added |
| Americana Partners, LLC | 99,821 | $14.1M | 3.41% | +50,285+101.5% | Added |
| Warther Private Wealth, LLC | 98,571 | $14.1M | 12.54% | +2,149+2.2% | Added |
| Toth Financial Advisory Corp | 99,339 | $14.1M | 2.14% | −240−0.2% | Reduced |
| Atwater Malick LLC | 99,147 | $14.0M | 7.41% | −301−0.3% | Reduced |
| BNC Wealth Management, LLC | 98,826 | $14.0M | 8.29% | +2,066+2.1% | Added |
| Plante Moran Financial Advisors, LLC | 98,666 | $14.0M | 3.10% | +4,221+4.5% | Added |
| Bank of Nova Scotia Trust Co | 98,564 | $13.9M | 1.26% | −1,801−1.8% | Reduced |
| Fusion Capital, LLC | 98,558 | $13.9M | 8.27% | +320+0.3% | Added |