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 |
|---|---|---|---|---|---|
| TAP Consulting, LLC | 51,699 | $7.32M | 1.96% | −101−0.2% | Reduced |
| Norris Financial Group, LLC | 51,564 | $7.30M | 4.82% | +10,102+24.4% | Added |
| Tradewinds Capital Management, LLC | 51,512 | $7.29M | 1.24% | −1,362−2.6% | Reduced |
| Emerald Advisers, LLC | 51,468 | $7.28M | 0.26% | +30.0% | Added |
| Levy Wealth Management Group, LLC | 51,181 | $7.24M | 3.97% | +606+1.2% | Added |
| Cornerstone Capital, Inc. | 51,172 | $7.24M | 0.83% | −1,335−2.5% | Reduced |
| Hudson Value Partners, LLC | 51,143 | $7.24M | 3.98% | −3,036−5.6% | Reduced |
| Hollow Brook Wealth Management LLC | 51,146 | $7.24M | 4.48% | −2,481−4.6% | Reduced |
| RWM Asset Management, LLC | 50,969 | $7.21M | 1.45% | −3,064−5.7% | Reduced |
| CNB Bank | 50,966 | $7.21M | 4.33% | +2,048+4.2% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 47,784 | $7.19M | 2.89% | −148−0.3% | Reduced |
| Cape Ann Savings Bank | 50,778 | $7.18M | 4.65% | −913−1.8% | Reduced |
| Baker Ellis Asset Management LLC | 50,645 | $7.17M | 1.38% | +1,750+3.6% | Added |
| Walkner Condon Financial Advisors LLC | 50,594 | $7.16M | 3.52% | +764+1.5% | Added |
| TSFG, LLC | 50,520 | $7.15M | 2.79% | +220+0.4% | Added |
| Lenox Wealth Advisors, LLC | 50,449 | $7.14M | 0.92% | +1,004+2.0% | Added |
| Hudson Canyon Capital Management | 50,300 | $7.12M | 5.48% | −1,902−3.6% | Reduced |
| Grace Capital | 48,461 | $7.12M | 4.38% | +1,486+3.2% | Added |
| Crew Capital Management, Ltd. | 50,268 | $7.11M | 6.62% | +348+0.7% | Added |
| Guinness Atkinson Asset Management Inc | 50,258 | $7.11M | 3.30% | −5,042−9.1% | Reduced |
| Boxwood Ventures, Inc. | 50,056 | $7.08M | 16.51% | +50,056 | New |
| Canton Hathaway, LLC | 50,015 | $7.08M | 2.03% | +3,823+8.3% | Added |
| SCP Investment, LP | 50,000 | $7.08M | 1.98% | 00.0% | Unchanged |
| Claudia M.P. Batlle, CRP (R) LLC | 49,960 | $7.07M | 3.37% | +5,598+12.6% | Added |
| Eukles Asset Management | 49,922 | $7.06M | 3.87% | +1,399+2.9% | Added |
| Bridgeworth, LLC | 49,855 | $7.05M | 1.98% | +2,960+6.3% | Added |
| Woodard & Co Asset Management Group Inc | 49,840 | $7.05M | 4.35% | −3,698−6.9% | Reduced |
| Simon Quick Advisors, LLC | 49,622 | $7.02M | 1.81% | +3,292+7.1% | Added |
| Arlington Partners LLC | 49,621 | $7.02M | 2.02% | +13,565+37.6% | Added |
| Symmetry Investments LP | 49,600 | $7.02M | 1.65% | +49,600 | New |
| Waddell & Associates, LLC | 49,590 | $7.02M | 1.19% | +472+1.0% | Added |
| Childress Capital Advisors, LLC | 49,526 | $7.01M | 2.85% | +7,316+17.3% | Added |
| Northside Capital Management, LLC | 49,509 | $7.00M | 1.92% | −1,184−2.3% | Reduced |
| Court Place Advisors, LLC | 49,508 | $7.00M | 2.07% | −80−0.2% | Reduced |
| Ascension Asset Management LLC | 49,432 | $7.00M | 4.57% | −150−0.3% | Reduced |
| Seelaus Asset Management LLC | 49,417 | $6.99M | 4.09% | −50−0.1% | Reduced |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 49,356 | $6.98M | 1.28% | 00.0% | Unchanged |
| Barber Financial Group, Inc. | 49,302 | $6.98M | 0.90% | +5,409+12.3% | Added |
| Bradley Mark J. | 49,282 | $6.97M | 4.77% | −2,637−5.1% | Reduced |
| Clear Creek Financial Management, LLC | 49,200 | $6.96M | 1.12% | −215−0.4% | Reduced |
| StrategIQ Financial Group, LLC | 49,178 | $6.96M | 1.38% | −1,544−3.0% | Reduced |
| Gratus Capital LLC | 49,070 | $6.94M | 0.75% | +651+1.3% | Added |
| Needham Investment Management LLC | 49,000 | $6.93M | 0.93% | 00.0% | Unchanged |
| Peak Financial Management, Inc. | 48,992 | $6.93M | 2.35% | +348+0.7% | Added |
| Altfest L J & Co Inc | 48,839 | $6.91M | 1.45% | −973−2.0% | Reduced |
| Apella Capital, LLC | 48,834 | $6.91M | 0.99% | −2,990−5.8% | Reduced |
| Kathmere Capital Management, LLC | 48,745 | $6.90M | 1.25% | +3,394+7.5% | Added |
| US Asset Management LLC | 48,690 | $6.89M | 6.68% | +48,690 | New |
| Zevenbergen Capital Investments LLC | 48,643 | $6.88M | 0.13% | +213+0.4% | Added |
| Atlas Private Wealth Management | 48,633 | $6.88M | 4.21% | −2,905−5.6% | Reduced |
| Ahrens Investment Partners LLC | 48,610 | $6.88M | 3.28% | −71−0.1% | Reduced |
| Walled Lake Planning & Wealth Management, LLC | 48,558 | $6.87M | 4.24% | +1,762+3.8% | Added |
| First United Bank Trust | 48,512 | $6.86M | 2.80% | −1,420−2.8% | Reduced |
| McAdam, LLC | 48,459 | $6.86M | 0.76% | +3,511+7.8% | Added |
| Davis-Rea Ltd. | 48,445 | $6.86M | 3.35% | −120.0% | Reduced |
| Wealthquest Corp | 48,406 | $6.85M | 1.16% | −522−1.1% | Reduced |
| Herald Investment Management Ltd | 48,440 | $6.84M | 1.13% | 00.0% | Unchanged |
| Unio Capital LLC | 48,357 | $6.84M | 3.05% | 00.0% | Unchanged |
| Private Wealth Strategies, L.L.C. | 48,321 | $6.84M | 1.72% | +3,526+7.9% | Added |
| Karani Asset Management LLC | 48,305 | $6.83M | 3.32% | +3,005+6.6% | Added |
| Eagle Ridge Investment Management | 48,292 | $6.83M | 0.76% | −1,527−3.1% | Reduced |
| Pictet Bank & Trust Ltd | 48,220 | $6.82M | 4.22% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 48,198 | $6.82M | 1.61% | −1,510−3.0% | Reduced |
| Marshall Financial Group LLC | 47,956 | $6.79M | 3.51% | +421+0.9% | Added |
| Carlson Capital Management | 47,845 | $6.77M | 0.72% | +1,843+4.0% | Added |
| TFC Financial Management | 47,825 | $6.77M | 2.24% | −387−0.8% | Reduced |
| Wealth Alliance Advisory Group, LLC | 47,583 | $6.73M | 3.28% | +334+0.7% | Added |
| Brasada Capital Management, LP | 47,510 | $6.72M | 1.32% | +278+0.6% | Added |
| Cypress Capital, LLC | 47,484 | $6.72M | 0.85% | +14,788+45.2% | Added |
| Sonata Capital Group Inc | 47,477 | $6.72M | 3.01% | −497−1.0% | Reduced |
| Charles Schwab Trust Co | 47,382 | $6.71M | 1.32% | +3,178+7.2% | Added |
| E&G Advisors, LP | 47,350 | $6.70M | 1.82% | +47,350 | Added |
| Patron Partners Advisors, LLC | 47,296 | $6.69M | 4.92% | +514+1.1% | Added |
| Piscataqua Savings Bank | 47,290 | $6.69M | 5.78% | −166−0.3% | Reduced |
| Old North State Trust, LLC | 47,267 | $6.69M | 5.96% | +127+0.3% | Added |
| Relyea Zuckerberg Hanson LLC | 47,142 | $6.67M | 2.59% | +3,072+7.0% | Added |
| Boyd Watterson Asset Management LLC | 47,131 | $6.67M | 2.46% | +1,819+4.0% | Added |
| Essex LLC | 47,132 | $6.67M | 1.85% | +47,132 | New |
| Signet Investment Advisory Group, Inc. | 47,092 | $6.66M | 4.20% | −2,443−4.9% | Reduced |
| PDS Planning, Inc | 46,794 | $6.62M | 1.53% | +2,599+5.9% | Added |
| Beacon Financial Advisory LLC | 46,682 | $6.61M | 3.43% | +1,931+4.3% | Added |
| HYA Advisors, Inc | 46,246 | $6.60M | 2.67% | −344−0.7% | Reduced |
| LGT Capital Partners Ltd. | 46,658 | $6.60M | 0.20% | +580+1.3% | Added |
| Arbor Trust Wealth Advisors, LLC | 46,634 | $6.60M | 4.12% | −1,180−2.5% | Reduced |
| Financial Sense Advisors, Inc. | 46,576 | $6.59M | 2.21% | +1,896+4.2% | Added |
| Amarillo National Bank | 46,484 | $6.58M | 1.37% | −10,318−18.2% | Reduced |
| Northwest Capital Management Inc | 44,217 | $6.58M | 3.42% | +671+1.5% | Added |
| WD Rutherford LLC | 46,406 | $6.57M | 3.57% | −2,705−5.5% | Reduced |
| Pinpoint Asset Management Ltd | 44,300 | $6.55M | 2.41% | +44,300 | New |
| Beck Bode, LLC | 46,266 | $6.55M | 1.83% | −968−2.0% | Reduced |
| New Potomac Partners, LLC | 46,252 | $6.54M | 4.52% | −366−0.8% | Reduced |
| Wolff Wiese Magana LLC | 46,110 | $6.52M | 4.60% | −4,740−9.3% | Reduced |
| East Coast Asset Management, LLC. | 46,098 | $6.52M | 1.53% | +472+1.0% | Added |
| Planning Directions Inc | 45,737 | $6.47M | 4.71% | +394+0.9% | Added |
| Old Dominion Capital Management Inc | 45,729 | $6.47M | 1.38% | +44+0.1% | Added |
| Spreng Capital Management, Inc. | 45,267 | $6.46M | 4.14% | +754+1.7% | Added |
| BW Gestao de Investimentos Ltda. | 45,579 | $6.45M | 2.01% | +4,925+12.1% | Added |
| Coastal Capital Group, Inc. | 45,551 | $6.45M | 1.55% | −66−0.1% | Reduced |
| Thompson Investment Management, Inc. | 45,510 | $6.44M | 0.96% | +62+0.1% | Added |
| High Falls Advisors, Inc | 45,495 | $6.44M | 1.75% | −814−1.8% | Reduced |