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 |
|---|---|---|---|---|---|
| Moseley Investment Management Inc | 78,145 | $11.1M | 5.58% | −60−0.1% | Reduced |
| MRJ Capital Inc | 78,637 | $11.1M | 6.51% | −1,615−2.0% | Reduced |
| Humankind Investments LLC | 78,575 | $11.1M | 5.06% | −3,798−4.6% | Reduced |
| Zhang Financial LLC | 78,536 | $11.1M | 2.57% | +15,399+24.4% | Added |
| Triton Wealth Management, PLLC | 75,887 | $11.1M | 5.29% | +1,110+1.5% | Added |
| Aaron Wealth Advisors | 78,401 | $11.1M | 3.13% | +3,394+4.5% | Added |
| Financial Partners Capital Management LLC | 78,290 | $11.1M | 2.02% | −2,050−2.6% | Reduced |
| SeaBridge Investment Advisors LLC | 77,852 | $11.0M | 3.62% | +2,307+3.1% | Added |
| Lincoln Capital Corp | 77,646 | $11.0M | 5.90% | +733+1.0% | Added |
| Bridgewater Associates, LP | 77,600 | $11.0M | 0.06% | +74,752+2,624.7% | Added |
| Northwest Investment Counselors, LLC | 77,549 | $11.0M | 3.06% | −904−1.2% | Reduced |
| Brown Capital Management LLC | 77,525 | $11.0M | 0.09% | −11,580−13.0% | Reduced |
| CoreFirst Bank & Trust | 77,423 | $11.0M | 7.59% | +593+0.8% | Added |
| TrimTabs Asset Management, LLC | 74,519 | $10.9M | 5.31% | +2,179+3.0% | Added |
| Merrion Investment Management Co, LLC | 77,267 | $10.9M | 8.32% | −1,000−1.3% | Reduced |
| WFA of San Diego, LLC | 77,161 | $10.9M | 7.64% | −397−0.5% | Reduced |
| Beech Hill Advisors, Inc. | 76,807 | $10.9M | 4.51% | +573+0.8% | Added |
| LeJeune Puetz Investment Counsel LLC | 76,783 | $10.9M | 3.95% | +6,268+8.9% | Added |
| Manchester Financial Inc | 76,737 | $10.9M | 4.16% | −3,878−4.8% | Reduced |
| Bridge Creek Capital Management LLC | 76,686 | $10.9M | 4.04% | +1,487+2.0% | Added |
| Clarity Financial LLC | 76,602 | $10.8M | 2.02% | +10,101+15.2% | Added |
| Poehling Capital Management, LLC | 76,581 | $10.8M | 3.66% | −237−0.3% | Reduced |
| Somerset Trust Co | 76,458 | $10.8M | 4.42% | −878−1.1% | Reduced |
| CMT Capital Markets Trading GmbH | 75,663 | $10.8M | 4.09% | +75,663 | New |
| Ifrah Financial Services, Inc. | 76,280 | $10.8M | 3.10% | −124−0.2% | Reduced |
| FLC Capital Advisors | 76,271 | $10.8M | 3.18% | +663+0.9% | Added |
| Stokes Capital Advisors, LLC | 76,227 | $10.8M | 3.48% | −1,657−2.1% | Reduced |
| Sawyer & Company, Inc | 76,204 | $10.8M | 5.09% | −1,330−1.7% | Reduced |
| Roof Eidam & Maycock | 76,140 | $10.8M | 3.96% | −367−0.5% | Reduced |
| Aurora Private Wealth, Inc. | 76,066 | $10.8M | 4.37% | −24,738−24.5% | Reduced |
| River & Mercantile Asset Management LLP | 76,070 | $10.8M | 0.84% | −53,815−41.4% | Reduced |
| Birch Capital Management, LLC | 75,934 | $10.7M | 7.30% | −1,010−1.3% | Reduced |
| Independence Bank of Kentucky | 75,885 | $10.7M | 4.64% | −2,774−3.5% | Reduced |
| Leisure Capital Management | 75,828 | $10.7M | 5.78% | +181+0.2% | Added |
| Eidelman Virant Capital | 75,160 | $10.7M | 4.15% | −3,774−4.8% | Reduced |
| Intelligence Driven Advisers, LLC | 76,010 | $10.7M | 2.41% | −3,690−4.6% | Reduced |
| Patriot Investment Management Inc. | 75,743 | $10.7M | 0.97% | +852+1.1% | Added |
| Brick & Kyle, Associates | 76,410 | $10.7M | 5.43% | +398+0.5% | Added |
| Baugh & Associates, LLC | 75,238 | $10.6M | 6.52% | −149−0.2% | Reduced |
| Foundations Investment Advisors, LLC | 75,410 | $10.6M | 0.46% | +19,274+34.3% | Added |
| Bessemer Securities LLC | 75,042 | $10.6M | 3.62% | +14,238+23.4% | Added |
| Chronos Wealth Management, LLC | 74,812 | $10.6M | 7.20% | −3,203−4.1% | Reduced |
| Hourglass Capital, LLC | 74,787 | $10.6M | 2.88% | −44,694−37.4% | Reduced |
| Morse Asset Management, Inc | 74,684 | $10.6M | 2.52% | +744+1.0% | Added |
| Riggs Asset Managment Co. Inc. | 74,676 | $10.6M | 3.19% | +120+0.2% | Added |
| Xcel Wealth Management, LLC | 74,654 | $10.6M | 3.06% | −2,086−2.7% | Reduced |
| Cable Hill Partners, LLC | 74,487 | $10.5M | 2.54% | +2,898+4.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 74,488 | $10.5M | 2.34% | +74,488 | New |
| North Growth Management Ltd. | 74,000 | $10.5M | 1.86% | 00.0% | Unchanged |
| Little House Capital LLC | 74,443 | $10.5M | 6.18% | −4,218−5.4% | Reduced |
| McLean Asset Management Corp | 70,362 | $10.5M | 4.03% | −309−0.4% | Reduced |
| New Capital Management LP | 73,828 | $10.5M | 5.77% | +73,828 | New |
| Lee Financial Co | 74,084 | $10.5M | 2.17% | +6,447+9.5% | Added |
| Delta Financial Advisors LLC | 73,938 | $10.5M | 4.66% | −544−0.7% | Reduced |
| Enterprise Bank & Trust Co | 73,842 | $10.4M | 4.12% | +667+0.9% | Added |
| Fuller & Thaler Asset Management, Inc. | 73,799 | $10.4M | 0.07% | −5,000−6.3% | Reduced |
| Lowell Blake & Associates Inc. | 73,662 | $10.4M | 4.84% | +509+0.7% | Added |
| Paradigm Financial Partners, LLC | 72,692 | $10.4M | 2.47% | +450+0.6% | Added |
| American Investment Services, Inc. | 73,522 | $10.4M | 2.33% | −1,762−2.3% | Reduced |
| DeDora Capital, Inc. | 73,341 | $10.4M | 4.51% | +2,266+3.2% | Added |
| Force Hill Capital Management LP | 73,300 | $10.4M | 2.56% | +73,300 | New |
| Mosaic Family Wealth, LLC | 73,289 | $10.4M | 2.87% | −1,714−2.3% | Reduced |
| Magnus Financial Group LLC | 72,968 | $10.3M | 2.19% | −542−0.7% | Reduced |
| Cliftonlarsonallen Wealth Advisors, LLC | 72,853 | $10.3M | 0.40% | −14,096−16.2% | Reduced |
| Credential Qtrade Securities Inc. | 72,690 | $10.3M | 0.80% | +2,109+3.0% | Added |
| Armstrong Henry H Associates Inc | 72,568 | $10.3M | 1.19% | +187+0.3% | Added |
| Newbridge Financial Services Group, Inc. | 72,510 | $10.3M | 6.41% | +10,370+16.7% | Added |
| Heron Bay Capital Management | 72,369 | $10.2M | 5.29% | +679+0.9% | Added |
| High Note Wealth, LLC | 72,325 | $10.2M | 3.69% | +809+1.1% | Added |
| Cardinal Capital Management | 72,273 | $10.2M | 2.21% | −1,241−1.7% | Reduced |
| Miramar Capital, LLC | 72,257 | $10.2M | 4.08% | +1,705+2.4% | Added |
| Bradley & Co. Private Wealth Management, LLC | 72,102 | $10.2M | 8.80% | −149−0.2% | Reduced |
| Alps Advisors Inc | 72,007 | $10.2M | 0.10% | −2,901−3.9% | Reduced |
| Gables Capital Management Inc. | 71,936 | $10.2M | 6.64% | −955−1.3% | Reduced |
| Founders Financial Securities LLC | 71,932 | $10.2M | 2.05% | +785+1.1% | Added |
| Capital Insight Partners, LLC | 71,825 | $10.2M | 2.22% | −1,213−1.7% | Reduced |
| Legacy Wealth Management, LLC | 71,606 | $10.1M | 5.42% | +108+0.2% | Added |
| WealthBridge Investment Counsel Inc. | 71,413 | $10.1M | 4.54% | −2,394−3.2% | Reduced |
| Harbor Advisory Corp | 71,352 | $10.1M | 4.38% | −680−0.9% | Reduced |
| Mezzasalma Advisors, LLC | 71,340 | $10.1M | 5.67% | +4,050+6.0% | Added |
| Platte River Wealth Advisors, LLC | 71,304 | $10.1M | 3.74% | −1,188−1.6% | Reduced |
| MA Private Wealth | 71,213 | $10.1M | 1.98% | +84+0.1% | Added |
| Plancorp, LLC | 71,190 | $10.1M | 0.70% | +2,763+4.0% | Added |
| UMA Financial Services, Inc. | 69,515 | $10.1M | 2.77% | +350+0.5% | Added |
| Stelac Advisory Services LLC | 71,124 | $10.1M | 2.70% | −6,033−7.8% | Reduced |
| Indiana Trust & Investment Management CO | 71,109 | $10.1M | 5.06% | −4,545−6.0% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 70,968 | $10.0M | 7.23% | +2,581+3.8% | Added |
| Aevitas Wealth Management, Inc. | 70,962 | $10.0M | 6.41% | −225−0.3% | Reduced |
| Capital International Ltd | 70,927 | $10.0M | 0.55% | −918−1.3% | Reduced |
| Strategic Investment Advisors | 70,604 | $9.99M | 2.19% | +2,447+3.6% | Added |
| Rock Point Advisors, LLC | 70,581 | $9.99M | 2.92% | −1,605−2.2% | Reduced |
| Cahill Financial Advisors Inc | 70,549 | $9.98M | 2.05% | −831−1.2% | Reduced |
| Keudell/Morrison Wealth Management | 70,547 | $9.98M | 4.29% | −490−0.7% | Reduced |
| Peoples Financial Services Corp. | 70,493 | $9.97M | 4.21% | −1,534−2.1% | Reduced |
| Cheviot Value Management, LLC | 70,343 | $9.95M | 2.56% | −2,489−3.4% | Reduced |
| Allen Capital Group, LLC | 70,283 | $9.95M | 2.03% | +383+0.5% | Added |
| All Terrain Financial Advisors, LLC | 70,222 | $9.94M | 4.57% | −11,476−14.0% | Reduced |
| Iron Financial, LLC | 70,216 | $9.94M | 4.77% | +87+0.1% | Added |
| Gries Financial LLC | 70,195 | $9.93M | 3.12% | −3,688−5.0% | Reduced |
| Golden Green, Inc. | 70,153 | $9.93M | 7.75% | −11,650−14.2% | Reduced |