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 |
|---|---|---|---|---|---|
| Blue Edge Capital, LLC | 63,511 | $8.99M | 1.88% | +207+0.3% | Added |
| Peninsula Wealth, LLC | 63,499 | $8.98M | 2.85% | +3,516+5.9% | Added |
| Boston Research & Management Inc | 63,463 | $8.98M | 2.67% | −585−0.9% | Reduced |
| MV Capital Management, Inc. | 63,423 | $8.97M | 1.48% | +3,133+5.2% | Added |
| Financial Perspectives, Inc | 63,286 | $8.96M | 4.51% | +1,753+2.8% | Added |
| Sugarloaf Wealth Management, LLC | 63,238 | $8.95M | 2.36% | −1,881−2.9% | Reduced |
| Sage Rhino Capital LLC | 63,151 | $8.94M | 2.72% | −459−0.7% | Reduced |
| IMS Capital Management | 63,152 | $8.94M | 5.17% | +260.0% | Added |
| Solitude Financial Services | 63,081 | $8.93M | 6.15% | −10,342−14.1% | Reduced |
| Roman Butler Fullerton & Co | 60,884 | $8.92M | 4.16% | −1,236−2.0% | Reduced |
| Studio Investment Management LLC | 62,929 | $8.90M | 3.82% | +62,929 | New |
| Investment Partners, Ltd. | 62,774 | $8.88M | 4.04% | +200.0% | Added |
| Baldrige Asset Management LLC | 62,752 | $8.88M | 3.70% | −1,083−1.7% | Reduced |
| Vivaldi Capital Management, LLC | 62,627 | $8.86M | 1.92% | −103−0.2% | Reduced |
| Aurora Investment Managers, LLC. | 62,586 | $8.86M | 9.00% | −2,736−4.2% | Reduced |
| Capital Advantage, Inc. | 62,499 | $8.84M | 2.39% | −886−1.4% | Reduced |
| Gibraltar Capital Management, Inc. | 62,393 | $8.83M | 4.49% | +3,467+5.9% | Added |
| Advisory Alpha, LLC | 62,358 | $8.82M | 0.61% | +10,990+21.4% | Added |
| Compton Wealth Advisory Group, LLC | 62,354 | $8.82M | 4.14% | −2,311−3.6% | Reduced |
| Chapman Investment Management, LLC | 62,335 | $8.82M | 4.58% | +8,111+15.0% | Added |
| Bogart Wealth, LLC | 62,116 | $8.79M | 0.89% | +7,734+14.2% | Added |
| Eagle Capital Management, LLC | 62,025 | $8.78M | 2.38% | −6,317−9.2% | Reduced |
| Rinet Co LLC | 61,892 | $8.76M | 1.65% | +134+0.2% | Added |
| Highland Private Wealth Management | 61,878 | $8.76M | 1.24% | −6,264−9.2% | Reduced |
| Newport Wealth Strategies, Inc. | 61,836 | $8.75M | 5.29% | −1,640−2.6% | Reduced |
| Ayalon Holdings Ltd. | 61,152 | $8.72M | 3.14% | +2,234+3.8% | Added |
| Wealth Management Partners, LLC | 61,611 | $8.72M | 6.46% | −1,155−1.8% | Reduced |
| Global Trust Asset Management, LLC | 61,599 | $8.72M | 3.90% | +2,980+5.1% | Added |
| Lafayette Investments, Inc. | 61,577 | $8.71M | 2.36% | −929−1.5% | Reduced |
| Legacy Financial Advisors, Inc. | 61,524 | $8.71M | 2.13% | +3,935+6.8% | Added |
| Peninsula Asset Management Inc | 61,514 | $8.70M | 4.47% | +1,562+2.6% | Added |
| Atlas Capital Advisors LLC | 61,420 | $8.69M | 1.39% | −1,400−2.2% | Reduced |
| Mycio Wealth Partners, LLC | 61,381 | $8.69M | 3.19% | +54,773+828.9% | Added |
| Permanens Capital L.P. | 61,183 | $8.66M | 1.57% | −401−0.7% | Reduced |
| LBMC Investment Advisors, LLC | 57,977 | $8.65M | 0.81% | 00.0% | Unchanged |
| Onyx Bridge Wealth Group LLC | 58,956 | $8.64M | 3.25% | +1,665+2.9% | Added |
| 1623 Capital LLC | 61,032 | $8.64M | 3.64% | 00.0% | Unchanged |
| Sculati Wealth Management, LLC | 61,019 | $8.63M | 4.57% | −339−0.6% | Reduced |
| Kesler, Norman & Wride, LLC | 60,963 | $8.63M | 2.03% | +165+0.3% | Added |
| Clearwater Capital Advisors, LLC | 60,932 | $8.62M | 1.00% | +276+0.5% | Added |
| Riverpark Capital Management LLC | 60,920 | $8.62M | 3.05% | −3,831−5.9% | Reduced |
| Wolf Group Capital Advisors | 60,905 | $8.62M | 4.70% | −1,170−1.9% | Reduced |
| Exeter Financial, LLC | 60,900 | $8.62M | 5.15% | −1,307−2.1% | Reduced |
| Covenant Multifamily Offices, LLC | 61,007 | $8.61M | 1.55% | +381+0.6% | Added |
| Bourgeon Capital Management LLC | 60,826 | $8.61M | 1.84% | −2,966−4.6% | Reduced |
| Integrated Investment Consultants, LLC | 60,785 | $8.60M | 2.52% | +814+1.4% | Added |
| Barry Investment Advisors, LLC | 60,778 | $8.60M | 2.38% | −1,135−1.8% | Reduced |
| Beacon Financial Group | 60,206 | $8.60M | 1.19% | +3,457+6.1% | Added |
| Strategy Asset Managers LLC | 60,753 | $8.60M | 1.91% | −83−0.1% | Reduced |
| Willis Investment Counsel | 60,728 | $8.59M | 0.49% | +45,442+297.3% | Added |
| Parkside Investments, LLC | 60,722 | $8.59M | 1.80% | −10,538−14.8% | Reduced |
| WC Walker & Associates, Inc. | 60,718 | $8.59M | 4.60% | −5,410−8.2% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 60,720 | $8.59M | 5.46% | −181−0.3% | Reduced |
| Swarthmore Group Inc | 62,673 | $8.58M | 2.22% | 00.0% | Unchanged |
| Holloway Wealth Management, LLC | – | $8.58M | 2.61% | – | – |
| Atlantic Trust, LLC | 60,557 | $8.57M | 5.43% | +8,101+15.4% | Added |
| Jackson Hole Capital Partners, LLC | 60,494 | $8.56M | 2.80% | +1,152+1.9% | Added |
| Optas, LLC | 60,213 | $8.52M | 2.48% | +448+0.7% | Added |
| Freedom Day Solutions, LLC | 60,134 | $8.51M | 3.98% | −1,434−2.3% | Reduced |
| Ballast, Inc. | 60,051 | $8.50M | 3.58% | −337−0.6% | Reduced |
| Leuthold Group, LLC | 60,048 | $8.50M | 1.04% | +320+0.5% | Added |
| Strategic Wealth Partners, Ltd. | 60,050 | $8.50M | 2.50% | +5,154+9.4% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 60,000 | $8.49M | 2.31% | 00.0% | Unchanged |
| Coastal Bridge Advisors, LLC | 59,981 | $8.49M | 1.96% | −1,240−2.0% | Reduced |
| Eastover Investment Advisors LLC | 59,886 | $8.47M | 5.52% | −982−1.6% | Reduced |
| Shepherd Kaplan Krochuk, LLC | 59,872 | $8.47M | 3.15% | +898+1.5% | Added |
| Bank of Stockton | 59,560 | $8.43M | 2.58% | −1,075−1.8% | Reduced |
| AAFMAA Wealth Management & Trust LLC | 59,515 | $8.42M | 4.00% | +15,634+35.6% | Added |
| Windsor Group LTD | 58,868 | $8.40M | 1.76% | +3,569+6.5% | Added |
| HBW Advisory Services LLC | 59,280 | $8.39M | 2.17% | +934+1.6% | Added |
| Connable Office Inc | 59,245 | $8.38M | 1.22% | −3,795−6.0% | Reduced |
| Freed Investment Group | 59,199 | $8.38M | 6.39% | +2,489+4.4% | Added |
| Meridian Investment Counsel Inc. | 59,176 | $8.37M | 3.04% | −1,784−2.9% | Reduced |
| Greystone Financial Group, LLC | 59,168 | $8.37M | 2.49% | −19,333−24.6% | Reduced |
| M. Kulyk & Associates, LLC | 59,167 | $8.37M | 2.68% | +1,820+3.2% | Added |
| Clarus Wealth Advisors | 59,162 | $8.35M | 5.14% | −747−1.2% | Reduced |
| Kingfisher Capital LLC | 58,902 | $8.33M | 2.16% | +1,138+2.0% | Added |
| McMahon Financial Advisors, LLC | 58,884 | $8.33M | 3.83% | +698+1.2% | Added |
| RMR Wealth Builders | 58,672 | $8.30M | 2.44% | +4,568+8.4% | Added |
| Inspirion Wealth Advisors, LLC | 58,666 | $8.30M | 1.91% | +2,566+4.6% | Added |
| Hohimer Wealth Management, LLC | 58,612 | $8.29M | 1.74% | −1,782−3.0% | Reduced |
| Laird Norton Trust Company, LLC | 58,580 | $8.29M | 0.85% | +4,114+7.6% | Added |
| Global Wealth Management Investment Advisory, Inc. | 58,573 | $8.29M | 2.62% | −532−0.9% | Reduced |
| Portland Global Advisors LLC | 58,422 | $8.27M | 1.53% | −712−1.2% | Reduced |
| Vectors Research Management, LLC | 58,412 | $8.27M | 1.95% | −37−0.1% | Reduced |
| HNP Capital LLC | 58,412 | $8.27M | 2.07% | −37−0.1% | Reduced |
| Tortoise Investment Management, LLC | 58,338 | $8.26M | 1.67% | +1,168+2.0% | Added |
| HC Financial Advisors Inc | 58,292 | $8.25M | 4.95% | −489−0.8% | Reduced |
| Institutional & Family Asset Management, LLC | 58,275 | $8.25M | 1.33% | −2,717−4.5% | Reduced |
| Private Portfolio Partners LLC | 58,228 | $8.24M | 2.35% | +1,496+2.6% | Added |
| Timber Creek Capital Management LLC | 58,230 | $8.24M | 2.61% | −229−0.4% | Reduced |
| Truepoint, Inc. | 58,208 | $8.24M | 0.41% | +10,671+22.4% | Added |
| Searcy Financial Services Inc | 58,119 | $8.22M | 5.02% | −90−0.2% | Reduced |
| Keebeck Wealth Management, LLC | 58,087 | $8.22M | 1.62% | −2,123−3.5% | Reduced |
| Unified Trust Company, N.A. | 58,013 | $8.21M | 2.42% | −169−0.3% | Reduced |
| Boyer & Corporon Wealth Management, LLC | 57,982 | $8.21M | 2.45% | +150+0.3% | Added |
| Signature Wealth Management Partners, LLC | 57,930 | $8.20M | 7.43% | +1,286+2.3% | Added |
| MTM Investment Management, LLC | 57,910 | $8.19M | 4.45% | +422+0.7% | Added |
| Paradiem, LLC | 54,592 | $8.19M | 2.44% | 00.0% | Unchanged |
| Armstrong Shaw Associates Inc | 57,807 | $8.18M | 7.15% | 00.0% | Unchanged |