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; 6,151 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 | 6,151 | $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 | 4,404 | $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 |
|---|---|---|---|---|---|
| Central Asset Investments & Management Holdings (HK) Ltd | 57,785 | $8.18M | 4.77% | −9,290−13.9% | Reduced |
| Aj Wealth Strategies, LLC | 57,631 | $8.15M | 0.44% | +2,541+4.6% | Added |
| Parisi Gray Wealth Management | 57,096 | $8.14M | 3.37% | −351−0.6% | Reduced |
| JB Capital LLC | 57,546 | $8.14M | 1.05% | +57,546 | New |
| Texas Capital Bancshares Inc | 57,534 | $8.14M | 5.69% | 00.0% | Unchanged |
| Modus Advisors, LLC | 57,528 | $8.14M | 3.52% | −1,401−2.4% | Reduced |
| ExodusPoint Capital Management, LP | 57,494 | $8.13M | 0.12% | +17,781+44.8% | Added |
| Private Capital Management LLC | 57,473 | $8.13M | 3.33% | +6,799+13.4% | Added |
| Noesis Capital Mangement Corp | 57,442 | $8.13M | 1.59% | +446+0.8% | Added |
| Legato Capital Management LLC | 57,236 | $8.10M | 1.53% | −9,085−13.7% | Reduced |
| Clark Financial Services Group Inc | 57,214 | $8.10M | 6.23% | +5,455+10.5% | Added |
| Valley Brook Capital Group | 57,204 | $8.09M | 8.02% | −1,437−2.5% | Reduced |
| Curtis Advisory Group, LLC | 57,186 | $8.09M | 2.94% | −223−0.4% | Reduced |
| Palmer Knight Co | 57,055 | $8.07M | 4.21% | +1,456+2.6% | Added |
| Investment Advisory Services Inc | 56,999 | $8.06M | 4.94% | −106−0.2% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 56,919 | $8.05M | 4.43% | −2,246−3.8% | Reduced |
| Austin Private Wealth, LLC | 56,872 | $8.05M | 1.74% | −62−0.1% | Reduced |
| Marathon Capital Management | 56,831 | $8.04M | 1.83% | +14,933+35.6% | Added |
| Invst, LLC | 56,821 | $8.04M | 1.27% | +1,300+2.3% | Added |
| Clarus Group, Inc. | 56,775 | $8.03M | 5.55% | −454−0.8% | Reduced |
| Point72 Hong Kong Ltd | 56,692 | $8.02M | 0.62% | +33,397+143.4% | Added |
| Norway Savings Bank | 56,684 | $8.02M | 3.78% | −917−1.6% | Reduced |
| REDW Wealth LLC | 56,587 | $8.01M | 2.55% | −137−0.2% | Reduced |
| Investors Financial Group, LLC | 56,567 | $8.00M | 4.23% | −1,513−2.6% | Reduced |
| Port Capital LLC | 56,518 | $8.00M | 0.40% | +16,897+42.6% | Added |
| Tanaka Capital Management Inc | 56,439 | $7.99M | 11.39% | −3,180−5.3% | Reduced |
| Satovsky Asset Management LLC | 56,423 | $7.98M | 5.96% | +34+0.1% | Added |
| Arbor Investment Advisors, LLC | 56,354 | $7.97M | 1.61% | −824−1.4% | Reduced |
| Aldebaran Financial Inc. | 56,271 | $7.96M | 6.84% | +214+0.4% | Added |
| Garner Asset Management Corp | 56,219 | $7.96M | 3.73% | −269−0.5% | Reduced |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 56,056 | $7.93M | 3.18% | −56,711−50.3% | Reduced |
| Atlas Private Wealth Advisors | 56,057 | $7.93M | 4.14% | +650+1.2% | Added |
| Cascadia Advisory Services, LLC | 56,003 | $7.92M | 1.61% | +205+0.4% | Added |
| CX Institutional | 55,914 | $7.91M | 0.65% | −157−0.3% | Reduced |
| Chesapeake Wealth Management | 55,857 | $7.90M | 2.83% | −4,920−8.1% | Reduced |
| D.B. Root & Company, LLC | 55,814 | $7.90M | 3.08% | −1,375−2.4% | Reduced |
| Quest Capital Management Inc | 55,790 | $7.89M | 1.55% | −5,293−8.7% | Reduced |
| Wambolt & Associates, LLC | 123,829 | $7.89M | 3.16% | +69,348+127.3% | Added |
| Keel Point, LLC | 55,646 | $7.87M | 1.09% | −419−0.7% | Reduced |
| Nkcfo LLC | 55,600 | $7.87M | 2.63% | 00.0% | Unchanged |
| Summit Financial Strategies, Inc. | 55,489 | $7.85M | 1.63% | +132+0.2% | Added |
| Stansberry Asset Management, LLC | 55,485 | $7.85M | 1.58% | +832+1.5% | Added |
| Waycross Partners, LLC | 55,256 | $7.82M | 4.92% | −15,250−21.6% | Reduced |
| Old Point Trust & Financial Services N A | 55,257 | $7.82M | 3.49% | −590−1.1% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 55,232 | $7.82M | 3.93% | −1,739−3.1% | Reduced |
| Delta Asset Management LLC | 55,201 | $7.81M | 0.75% | +423+0.8% | Added |
| Royal Fund Management, LLC | 55,177 | $7.81M | 1.26% | +4,402+8.7% | Added |
| Vigilare Wealth Management | 55,060 | $7.79M | 4.82% | +1,448+2.7% | Added |
| Legacy Advisors, LLC | 55,041 | $7.79M | 3.11% | +170+0.3% | Added |
| Family Legacy, Inc. | 54,447 | $7.78M | 3.50% | −416−0.8% | Reduced |
| jvl associates llc | 54,954 | $7.78M | 5.36% | −168−0.3% | Reduced |
| Bonness Enterprises Inc | 54,940 | $7.77M | 3.96% | 00.0% | Unchanged |
| NovaPoint Capital, LLC | 54,880 | $7.77M | 3.12% | +5,539+11.2% | Added |
| Wealth Advisors of Tampa Bay, LLC | 54,843 | $7.76M | 4.29% | −2,798−4.9% | Reduced |
| N.E.W. Advisory Services LLC | 54,781 | $7.75M | 1.26% | +512+0.9% | Added |
| Centerpoint Advisors, LLC | 54,742 | $7.75M | 3.69% | −10,365−15.9% | Reduced |
| West Family Investments, Inc. | 54,659 | $7.73M | 2.05% | +4,513+9.0% | Added |
| Marks Group Wealth Management, Inc | 54,605 | $7.73M | 1.05% | +16,778+44.4% | Added |
| Chemung Canal Trust Co | 54,642 | $7.73M | 1.48% | +158+0.3% | Added |
| Archford Capital Strategies, LLC | 54,584 | $7.72M | 1.82% | −429−0.8% | Reduced |
| Seven Eight Capital, LP | 54,506 | $7.71M | 0.74% | +11,775+27.6% | Added |
| Frank, Rimerman Advisors LLC | 54,450 | $7.70M | 2.98% | −26,509−32.7% | Reduced |
| Congress Park Capital LLC | 54,364 | $7.69M | 3.94% | +824+1.5% | Added |
| Fosun International Ltd | 54,196 | $7.69M | 0.39% | +7,846+16.9% | Added |
| Cambridge Financial Group, Inc. | 54,267 | $7.68M | 3.38% | −330−0.6% | Reduced |
| Affiance Financial, LLC | 54,226 | $7.67M | 3.34% | −1,629−2.9% | Reduced |
| Cherry Creek Investment Advisors, Inc. | 54,219 | $7.67M | 5.11% | +1,759+3.4% | Added |
| Acas, LLC | 54,204 | $7.66M | 10.67% | −1,381−2.5% | Reduced |
| Trinity Legacy Partners, LLC | 54,110 | $7.66M | 2.75% | +1,726+3.3% | Added |
| Opus Investment Management Inc | 54,000 | $7.64M | 1.17% | 00.0% | Unchanged |
| First Business Financial Services, Inc. | 53,932 | $7.63M | 0.87% | +1,076+2.0% | Added |
| Davidson Trust Co | 53,819 | $7.62M | 5.81% | +180.0% | Added |
| Affinity Investment Advisors, LLC | 53,793 | $7.61M | 3.41% | −1,308−2.4% | Reduced |
| Genesee Capital Advisors, LLC | 53,582 | $7.58M | 3.74% | +53,582 | New |
| Pacifica Partners Inc. | 51,627 | $7.58M | 5.52% | +238+0.5% | Added |
| Annandale Capital, LLC | 53,493 | $7.57M | 4.56% | +10.0% | Added |
| Greenline Partners, LLC | 53,474 | $7.57M | 1.58% | +15,578+41.1% | Added |
| Marino, Stram & Associates LLC | 53,408 | $7.56M | 2.61% | −98,898−64.9% | Reduced |
| Wescott Financial Advisory Group, LLC | 53,360 | $7.55M | 4.27% | −156−0.3% | Reduced |
| Heartland Bank & Trust Co | 53,321 | $7.54M | 6.50% | +776+1.5% | Added |
| Ravenstone Capital Management Inc. | 53,269 | $7.54M | 5.57% | +7,214+15.7% | Added |
| Planning Alternatives Ltd | 53,234 | $7.53M | 1.24% | −200−0.4% | Reduced |
| Paragon Wealth Strategies, LLC | 53,112 | $7.51M | 2.00% | +1,255+2.4% | Added |
| Hall Private Wealth Advisors | 52,962 | $7.49M | 4.78% | −5,580−9.5% | Reduced |
| Atticus Wealth Management, LLC | 52,940 | $7.49M | 3.29% | −3,294−5.9% | Reduced |
| Villere St Denis J & Co LLC | 52,940 | $7.49M | 0.44% | −1,905−3.5% | Reduced |
| Van Leeuwen & Company, LLC | 52,924 | $7.49M | 4.59% | −893−1.7% | Reduced |
| Rede Wealth, LLC | 52,824 | $7.47M | 3.98% | +2,592+5.2% | Added |
| Ceera Investments, LLC | 52,804 | $7.47M | 4.11% | +3,704+7.5% | Added |
| Advanced Asset Management Advisors Inc | 52,729 | $7.46M | 1.60% | −140−0.3% | Reduced |
| White Pine Investment CO | 52,533 | $7.43M | 2.60% | −592−1.1% | Reduced |
| Strong Tower Advisory Services | 52,729 | $7.43M | 4.33% | +52,729 | New |
| Godshalk Welsh Capital Management, Inc. | 52,449 | $7.42M | 4.63% | −810−1.5% | Reduced |
| Analyst IMS Investment Management Services Ltd. | 52,352 | $7.41M | 0.91% | +572+1.1% | Added |
| Cohen Investment Advisors LLC | 52,270 | $7.40M | 5.67% | −792−1.5% | Reduced |
| DAGCO, Inc. | 52,010 | $7.36M | 3.15% | −429−0.8% | Reduced |
| Monetta Financial Services Inc | 52,000 | $7.36M | 5.96% | 00.0% | Unchanged |
| Chase Investment Counsel Corp | 51,788 | $7.33M | 3.15% | −2,483−4.6% | Reduced |
| New England Investment & Retirement Group, Inc. | 51,779 | $7.33M | 1.69% | −1,814−3.4% | Reduced |
| Investment Management of Virginia LLC | 51,759 | $7.32M | 1.41% | −326−0.6% | Reduced |