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 |
|---|---|---|---|---|---|
| Apexium Financial, LP | 98,482 | $13.9M | 8.05% | −990−1.0% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 98,455 | $13.9M | 0.77% | −68−0.1% | Reduced |
| Claro Advisors LLC | 98,423 | $13.9M | 5.86% | +4,476+4.8% | Added |
| DF Dent & Co Inc | 98,296 | $13.9M | 0.14% | −1,377−1.4% | Reduced |
| Icon Wealth Partners, LLC | 98,207 | $13.9M | 1.48% | −4,074−4.0% | Reduced |
| Wellington Shields & Co., LLC | 97,756 | $13.8M | 4.83% | −1,732−1.7% | Reduced |
| Shepherd Financial Partners LLC | 97,761 | $13.8M | 2.67% | −810−0.8% | Reduced |
| Vestmark Advisory Solutions, Inc. | 97,730 | $13.8M | 0.94% | −9,558−8.9% | Reduced |
| Mission Creek Capital Partners, Inc. | 97,400 | $13.8M | 2.58% | −4,435−4.4% | Reduced |
| Blueshift Asset Management, LLC | 97,548 | $13.8M | 0.77% | −77,484−44.3% | Reduced |
| Cedar Brook Financial Partners, LLC | 97,535 | $13.8M | 4.14% | −3,528−3.5% | Reduced |
| Focused Wealth Management, Inc | 97,469 | $13.8M | 2.26% | +268+0.3% | Added |
| Horan Capital Advisors, LLC. | 97,069 | $13.7M | 6.07% | −199−0.2% | Reduced |
| First Interstate Bank | 96,898 | $13.7M | 1.41% | +5,351+5.8% | Added |
| Warren Averett Asset Management, LLC | 92,428 | $13.7M | 1.17% | +3,186+3.6% | Added |
| Professional Advisory Services Inc | 96,563 | $13.7M | 2.01% | −8,222−7.8% | Reduced |
| Aries Wealth Management | 96,411 | $13.6M | 5.77% | −277−0.3% | Reduced |
| Smithbridge Asset Management Inc | 96,236 | $13.6M | 4.52% | −2,248−2.3% | Reduced |
| Perkins Coie Trust Co | 96,072 | $13.6M | 4.25% | −297−0.3% | Reduced |
| Capstone Triton Financial Group, LLC | 91,362 | $13.6M | 8.18% | −854−0.9% | Reduced |
| Strategic Financial Services, Inc, | 95,694 | $13.5M | 1.07% | −3,919−3.9% | Reduced |
| Barings LLC | 95,622 | $13.5M | 0.31% | −12,987−12.0% | Reduced |
| Fukoku Mutual Life Insurance Co | 95,540 | $13.5M | 1.06% | +9,870+11.5% | Added |
| Isthmus Partners, LLC | 95,537 | $13.5M | 2.45% | −3,272−3.3% | Reduced |
| First PREMIER Bank | 95,202 | $13.5M | 3.82% | −707−0.7% | Reduced |
| Calton & Associates, Inc. | 95,166 | $13.5M | 2.95% | +409+0.4% | Added |
| Stoneridge Investment Partners LLC | 94,850 | $13.4M | 6.70% | −5,464−5.4% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 94,482 | $13.4M | 0.93% | −13,993−12.9% | Reduced |
| Arlington Financial Advisors, LLC | 94,352 | $13.4M | 5.24% | −15,265−13.9% | Reduced |
| Trexquant Investment LP | 94,193 | $13.3M | 1.06% | +94,193 | New |
| Harbor Financial Services, LLC | 94,187 | $13.3M | 5.81% | +18,276+24.1% | Added |
| Inscription Capital, LLC | 94,051 | $13.3M | 4.17% | −278,119−74.7% | Reduced |
| Darwin Advisors, LLC | 93,954 | $13.3M | 2.13% | −6,868−6.8% | Reduced |
| Jarislowsky, Fraser Ltd | 93,923 | $13.3M | 0.06% | +3,592+4.0% | Added |
| Twin Lakes Capital Management, LLC | 93,875 | $13.3M | 7.80% | +2,851+3.1% | Added |
| San Luis Wealth Advisors LLC | 93,568 | $13.2M | 7.38% | +93,568 | New |
| Baldwin Investment Management, LLC | 93,412 | $13.2M | 2.30% | +706+0.8% | Added |
| Managed Asset Portfolios, LLC | 93,399 | $13.2M | 2.01% | +3,047+3.4% | Added |
| Harrington Investments, INC | 93,346 | $13.2M | 7.62% | +1,323+1.4% | Added |
| Foresight Wealth Management, LLC | 93,263 | $13.2M | 5.83% | +1,397+1.5% | Added |
| Soltis Investment Advisors LLC | 93,082 | $13.2M | 2.04% | +1,619+1.8% | Added |
| 55I, LLC | 93,064 | $13.2M | 0.39% | +19,723+26.9% | Added |
| Brave Asset Management Inc | 92,922 | $13.1M | 3.80% | +382+0.4% | Added |
| Pegasus Partners Ltd. | 92,897 | $13.1M | 2.38% | −2,774−2.9% | Reduced |
| Notis-McConarty Edward | 92,758 | $13.1M | 4.81% | −1,885−2.0% | Reduced |
| WealthTrust Axiom LLC | 92,683 | $13.1M | 4.44% | −1,373−1.5% | Reduced |
| Capital Counsel LLC | 92,632 | $13.1M | 0.64% | −1,000−1.1% | Reduced |
| Harbour Capital Advisors, LLC | 92,569 | $13.1M | 3.45% | −4,498−4.6% | Reduced |
| Carmichael Hill & Associates, Inc. | 92,316 | $13.1M | 7.38% | −220−0.2% | Reduced |
| Stockman Wealth Management, Inc. | 92,228 | $13.1M | 2.91% | +2,624+2.9% | Added |
| First Heartland Consultants, Inc. | 92,187 | $13.0M | 1.98% | −23,823−20.5% | Reduced |
| Capital Fund Management S.A. | 91,957 | $13.0M | 0.34% | −270,648−74.6% | Reduced |
| RVW Wealth, LLC | 91,714 | $13.0M | 1.56% | +8,091+9.7% | Added |
| Barometer Capital Management Inc. | 91,976 | $13.0M | 2.51% | +86,120+1,470.6% | Added |
| Univest Financial Corp | 91,696 | $13.0M | 3.62% | −1,703−1.8% | Reduced |
| Solstein Capital, LLC | 91,647 | $13.0M | 7.52% | +75,185+456.7% | Added |
| Moser Wealth Advisors, LLC | 91,556 | $13.0M | 8.28% | +485+0.5% | Added |
| Wisconsin Capital Management LLC | 91,360 | $12.9M | 5.30% | −3,103−3.3% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 91,323 | $12.9M | 10.32% | −1,720−1.8% | Reduced |
| Clean Yield Group | 90,995 | $12.9M | 4.56% | +10,807+13.5% | Added |
| Peak Planning Group, LLC | 90,857 | $12.9M | 11.06% | +90,857 | New |
| Tradition Wealth Management, LLC | 90,777 | $12.8M | 1.83% | −136−0.1% | Reduced |
| Bienville Capital Management, LLC | 90,614 | $12.8M | 7.33% | +2,850+3.2% | Added |
| JSF Financial, LLC | 90,507 | $12.8M | 6.34% | +22,888+33.8% | Added |
| Jacobi Capital Management LLC | 90,500 | $12.8M | 1.63% | +1,506+1.7% | Added |
| Wealth Management Associates, Inc. | 90,392 | $12.8M | 7.48% | −338−0.4% | Reduced |
| Bank Hapoalim BM | 90,278 | $12.8M | 1.34% | −56−0.1% | Reduced |
| MJP Associates Inc | 90,192 | $12.8M | 4.32% | −1,799−2.0% | Reduced |
| Mathes Company, Inc. | 90,092 | $12.7M | 4.73% | −2,183−2.4% | Reduced |
| Raab & Moskowitz Asset Management LLC | 89,932 | $12.7M | 4.60% | +645+0.7% | Added |
| Farmers National Bank | 95,853 | $12.7M | 5.07% | −1,266−1.3% | Reduced |
| Lakeview Capital Partners, LLC | 89,877 | $12.7M | 5.87% | −68−0.1% | Reduced |
| Cadence Bank NA | 89,784 | $12.7M | 3.77% | +511+0.6% | Added |
| Enterprise Financial Services Corp | 89,772 | $12.7M | 1.64% | +34,870+63.5% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 89,662 | $12.7M | 4.15% | +6,484+7.8% | Added |
| Tudor Investment Corp Et Al | 89,515 | $12.7M | 0.26% | +53,849+151.0% | Added |
| Quad-Cities Investment Group, LLC | 89,485 | $12.7M | 8.85% | −5,722−6.0% | Reduced |
| MONECO Advisors, LLC | 89,460 | $12.7M | 4.99% | +6,911+8.4% | Added |
| Hodges Capital Management Inc. | 89,406 | $12.7M | 0.93% | +17,656+24.6% | Added |
| Trybe Capital Management LP | 88,837 | $12.6M | 7.16% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 88,646 | $12.5M | 4.80% | +2,083+2.4% | Added |
| Lineweaver Wealth Advisors, LLC | 88,623 | $12.5M | 3.83% | +10,883+14.0% | Added |
| Hamilton Wealth, LLC | 88,483 | $12.5M | 5.76% | +2,815+3.3% | Added |
| Silverleafe Capital Partners, LLC | 87,814 | $12.4M | 4.93% | +2,281+2.7% | Added |
| Lipe & Dalton | 87,705 | $12.4M | 6.38% | −1,018−1.1% | Reduced |
| Mount Vernon Associates Inc | 87,677 | $12.4M | 11.37% | −475−0.5% | Reduced |
| Traphagen Investment Advisors LLC | 90,412 | $12.4M | 2.26% | −52,510−36.7% | Reduced |
| BSW Wealth Partners | 87,299 | $12.4M | 3.45% | −47,761−35.4% | Reduced |
| Duff & Phelps Investment Management Co | 87,206 | $12.3M | 0.16% | −6,884−7.3% | Reduced |
| IMC-Chicago, LLC | 87,179 | $12.3M | 1.01% | +87,179 | New |
| Creative Financial Designs Inc | 87,168 | $12.3M | 2.04% | +2,237+2.6% | Added |
| Torray LLC | 87,158 | $12.3M | 1.89% | −2,679−3.0% | Reduced |
| Asset Management Advisors, LLC | 87,155 | $12.3M | 9.31% | −2,160−2.4% | Reduced |
| Iowa State Bank | 87,023 | $12.3M | 3.44% | +85+0.1% | Added |
| Kerrisdale Advisers, LLC | 87,000 | $12.3M | 1.33% | 00.0% | Unchanged |
| Sheets Smith Wealth Management | 86,888 | $12.3M | 1.67% | −4,334−4.8% | Reduced |
| Mandatum Life Insurance Co Ltd | 86,827 | $12.3M | 2.28% | +378+0.4% | Added |
| United Capital Management of KS, Inc. | 86,760 | $12.3M | 5.03% | +721+0.8% | Added |
| Liberty Wealth Management LLC | 86,529 | $12.3M | 4.37% | −98,168−53.2% | Reduced |
| Evermay Wealth Management LLC | 86,238 | $12.2M | 2.36% | −9,410−9.8% | Reduced |