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 |
|---|---|---|---|---|---|
| IVC Wealth Advisors LLC | 86,209 | $12.2M | 8.41% | +2,359+2.8% | Added |
| Tiemann Investment Advisors, LLC | 86,130 | $12.2M | 5.79% | −1,351−1.5% | Reduced |
| EPG Wealth Management LLC | 86,056 | $12.2M | 4.88% | +5,725+7.1% | Added |
| Financial Network Wealth Management LLC | 85,848 | $12.1M | 6.95% | −1,038−1.2% | Reduced |
| Centric Wealth Management | 85,829 | $12.1M | 4.47% | +393+0.5% | Added |
| Zuckerman Investment Group, LLC | 85,673 | $12.1M | 2.01% | −1,145−1.3% | Reduced |
| Financial Consulate, Inc | 85,586 | $12.1M | 4.39% | +1,965+2.3% | Added |
| Surevest, LLC | 85,522 | $12.1M | 3.06% | +12,666+17.4% | Added |
| Summit Financial, LLC | 85,442 | $12.1M | 1.04% | +41,109+92.7% | Added |
| First Commonwealth Financial Corp | 85,437 | $12.1M | 4.36% | −3,437−3.9% | Reduced |
| Neumann Capital Management, LLC | 85,442 | $12.1M | 5.43% | +5,085+6.3% | Added |
| Sadoff Investment Management LLC | 85,426 | $12.1M | 0.82% | +124+0.1% | Added |
| TLW Wealth Management, LLC | 85,306 | $12.1M | 6.60% | −167−0.2% | Reduced |
| FinTrust Capital Advisors, LLC | 85,596 | $12.0M | 3.20% | +3,920+4.8% | Added |
| Guardian Capital Advisors LP | 86,587 | $12.0M | 1.25% | +3,795+4.6% | Added |
| Arbor Wealth Management, LLC | 85,021 | $12.0M | 2.83% | −21,432−20.1% | Reduced |
| Gabalex Capital Management LLC | 85,000 | $12.0M | 5.56% | 00.0% | Unchanged |
| Monarch Capital Management Inc | 84,898 | $12.0M | 3.34% | +5,511+6.9% | Added |
| Nikulski Financial, Inc. | 84,835 | $12.0M | 5.55% | +157+0.2% | Added |
| Engine No. 1 LLC | 84,630 | $12.0M | 3.08% | +34,489+68.8% | Added |
| Certified Advisory Corp | 84,610 | $12.0M | 2.91% | −193−0.2% | Reduced |
| Morris Capital Advisors, LLC | 84,505 | $12.0M | 9.42% | −2,787−3.2% | Reduced |
| Souders Financial Advisors | 84,323 | $11.9M | 3.85% | +1,127+1.4% | Added |
| Deseret Mutual Benefit Administrators | 84,326 | $11.9M | 2.20% | +35,690+73.4% | Added |
| Mattern Wealth Management LLC | 84,261 | $11.9M | 4.01% | +55+0.1% | Added |
| Founders Capital Management, LLC | 84,188 | $11.9M | 3.01% | +108+0.1% | Added |
| Investment Research & Advisory Group, Inc. | 83,532 | $11.9M | 7.94% | +228+0.3% | Added |
| AIA Group Ltd | 84,147 | $11.9M | 0.67% | +12,891+18.1% | Added |
| Proficio Capital Partners LLC | 84,118 | $11.9M | 1.57% | +94+0.1% | Added |
| Merriman Wealth Management, LLC | 84,008 | $11.9M | 0.99% | −290.0% | Reduced |
| Day & Ennis, LLC | 83,993 | $11.9M | 4.11% | +30.0% | Added |
| Phoenix Holdings Ltd. | 83,888 | $11.9M | 0.21% | −24,282−22.4% | Reduced |
| Charter Research & Investment Group, Inc. | 83,717 | $11.8M | 9.83% | −990−1.2% | Reduced |
| Mattern Capital Management, LLC | 83,687 | $11.8M | 2.34% | −1,534−1.8% | Reduced |
| Woodward Diversified Capital, LLC | 83,676 | $11.8M | 7.43% | −3,745−4.3% | Reduced |
| Kaizen Financial Strategies | 83,490 | $11.8M | 9.53% | +83,490 | New |
| Reliant Investment Management, LLC | 83,482 | $11.8M | 5.88% | −2,240−2.6% | Reduced |
| Shanda Asset Management Holdings Ltd | 83,400 | $11.8M | 2.22% | −166,600−66.6% | Reduced |
| Next Century Growth Investors LLC | 83,379 | $11.8M | 1.02% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 83,285 | $11.8M | 1.17% | +5,908+7.6% | Added |
| Roberts Wealth Advisors, LLC | 83,175 | $11.8M | 4.66% | +83,175 | New |
| RiverFront Investment Group, LLC | 83,145 | $11.8M | 0.39% | −35,135−29.7% | Reduced |
| Key Financial Inc | 83,104 | $11.8M | 6.65% | −785−0.9% | Reduced |
| Thomas Story & Son LLC | 83,071 | $11.8M | 4.81% | −69−0.1% | Reduced |
| Financial Advisory Group | 83,074 | $11.8M | 2.60% | +567+0.7% | Added |
| McGinn Investment Management, Inc. | 83,004 | $11.7M | 8.46% | −1,491−1.8% | Reduced |
| Full Sail Capital, LLC | 82,987 | $11.7M | 1.02% | −2,366−2.8% | Reduced |
| Brooktree Capital Management | 82,792 | $11.7M | 7.47% | −2,749−3.2% | Reduced |
| Berger Financial Group, Inc | 82,709 | $11.7M | 2.11% | −9,715−10.5% | Reduced |
| Live Oak Private Wealth LLC | 82,681 | $11.7M | 2.39% | +2,780+3.5% | Added |
| American Trust Investment Advisors, LLC | 82,670 | $11.7M | 6.58% | −4,990−5.7% | Reduced |
| Bedel Financial Consulting, Inc. | 82,604 | $11.7M | 4.01% | −315−0.4% | Reduced |
| Zions Bancorporation, N.A. | 82,537 | $11.7M | 1.19% | +4,576+5.9% | Added |
| GPM Growth Investors, Inc. | 82,468 | $11.7M | 6.15% | −76−0.1% | Reduced |
| Dumont & Blake Investment Advisors LLC | 82,367 | $11.7M | 3.34% | −2,329−2.7% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 82,334 | $11.7M | 6.98% | +376+0.5% | Added |
| Angeles Investment Advisors, LLC | 82,320 | $11.6M | 0.68% | +24,249+41.8% | Added |
| B & T Capital Management DBA Alpha Capital Management | 82,261 | $11.6M | 2.76% | −4,294−5.0% | Reduced |
| Diligent Investors, LLC | 84,822 | $11.6M | 3.95% | 00.0% | Unchanged |
| TFG Advisers LLC | 82,033 | $11.6M | 5.62% | +213+0.3% | Added |
| Herold Advisors, Inc. | 82,042 | $11.6M | 4.52% | +82,042 | New |
| Graybill Bartz & Assoc Ltd | 81,926 | $11.6M | 5.71% | +1,281+1.6% | Added |
| Capital Financial Planning, LLC | 81,813 | $11.6M | 4.34% | +166+0.2% | Added |
| Portland Hill Asset Management Ltd | 81,816 | $11.6M | 7.68% | +371+0.5% | Added |
| Occidental Asset Management, LLC | 81,615 | $11.5M | 3.00% | +3,680+4.7% | Added |
| Vanguard Capital Wealth Advisors | 81,581 | $11.5M | 8.80% | −2,937−3.5% | Reduced |
| Jackson Square Capital, LLC | 81,457 | $11.5M | 3.75% | +4,256+5.5% | Added |
| Benson Investment Management Company, Inc. | 81,440 | $11.5M | 5.94% | −180−0.2% | Reduced |
| TriaGen Wealth Management LLC | 81,420 | $11.5M | 6.27% | +357+0.4% | Added |
| Canal Capital Management, LLC | 81,300 | $11.5M | 3.28% | −756−0.9% | Reduced |
| David Loasby | 81,234 | $11.5M | 1.46% | +1,002+1.2% | Added |
| Adirondack Trust Co | 76,757 | $11.5M | 5.47% | −2,090−2.7% | Reduced |
| Hexagon Capital Partners LLC | 81,173 | $11.5M | 3.34% | +599+0.7% | Added |
| Callan Capital, LLC | 80,941 | $11.5M | 1.90% | −4,544−5.3% | Reduced |
| Knightsbridge Asset Management, LLC | 80,903 | $11.4M | 4.03% | +11,335+16.3% | Added |
| Northwest Bancshares, Inc. | 80,633 | $11.4M | 2.60% | −1,002−1.2% | Reduced |
| Ninety One North America, Inc. | 80,627 | $11.4M | 0.53% | +1,540+1.9% | Added |
| MCF Advisors LLC | 80,483 | $11.4M | 1.15% | +3,859+5.0% | Added |
| Lavaca Capital LLC | 80,453 | $11.4M | 5.72% | +12,504+18.4% | Added |
| First National Corp | 80,404 | $11.4M | 2.55% | +61,502+325.4% | Added |
| Newman Dignan & Sheerar, Inc. | 80,381 | $11.4M | 3.80% | −843−1.0% | Reduced |
| O'Brien Greene & Co. Inc | 80,279 | $11.4M | 4.14% | +352+0.4% | Added |
| WBH Advisory Inc | 80,144 | $11.3M | 1.53% | −1,562−1.9% | Reduced |
| Ratan Capital Management LP | 80,000 | $11.3M | 1.46% | −46,000−36.5% | Reduced |
| Quantitative Investment Management, LLC | 79,917 | $11.3M | 1.02% | −173,599−68.5% | Reduced |
| Intercontinental Wealth Advisors, LLC | 79,730 | $11.3M | 2.63% | −6,519−7.6% | Reduced |
| Monterey Private Wealth, Inc. | 79,889 | $11.3M | 6.33% | −2,509−3.0% | Reduced |
| Acropolis Investment Management, LLC | 79,659 | $11.3M | 1.34% | −149−0.2% | Reduced |
| Muhlenkamp & Co Inc | 79,609 | $11.3M | 4.33% | −133−0.2% | Reduced |
| Atlas Brown,Inc. | 79,595 | $11.3M | 4.90% | −190.0% | Reduced |
| Lederer & Associates Investment Counsel | 79,537 | $11.3M | 7.27% | +1,541+2.0% | Added |
| LexAurum Advisors, LLC | 79,517 | $11.3M | 3.32% | +1,415+1.8% | Added |
| Golden State Equity Partners | 79,470 | $11.2M | 4.66% | −35,391−30.8% | Reduced |
| Field & Main Bank | 79,375 | $11.2M | 7.39% | −5,518−6.5% | Reduced |
| Independent Solutions Wealth Management, LLC | 79,335 | $11.2M | 2.78% | −1,012−1.3% | Reduced |
| Personal Cfo Solutions, LLC | 79,329 | $11.2M | 2.30% | +11,213+16.5% | Added |
| Bangor Savings Bank | 79,267 | $11.2M | 1.17% | +2,649+3.5% | Added |
| Allied Investment Advisors, LLC | 79,229 | $11.2M | 4.24% | −923−1.2% | Reduced |
| Intact Investment Management Inc. | 79,100 | $11.2M | 0.31% | −5,000−5.9% | Reduced |
| Nicolet Bankshares Inc | 78,817 | $11.2M | 2.88% | −209−0.3% | Reduced |