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 11 sales; 6,152 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 | 6,152 | $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 |
|---|---|---|---|---|---|
| Old Port Advisors | 45,289 | $6.43M | 2.33% | −257−0.6% | Reduced |
| State of Wyoming | 45,421 | $6.43M | 4.13% | +10,857+31.4% | Added |
| Retirement Solution Inc. | 45,326 | $6.41M | 2.95% | +1,991+4.6% | Added |
| Oxler Private Wealth LLC | 45,218 | $6.40M | 2.82% | +714+1.6% | Added |
| Magnolia Capital Advisors LLC | 45,189 | $6.39M | 2.23% | +6,123+15.7% | Added |
| Acima Private Wealth, LLC | 45,117 | $6.38M | 2.93% | −164−0.4% | Reduced |
| Hall Capital Management Co Inc | 45,093 | $6.38M | 4.07% | −139−0.3% | Reduced |
| Summit Asset Management, LLC | 45,090 | $6.38M | 2.00% | +185+0.4% | Added |
| Kalos Management, Inc. | 42,552 | $6.38M | 1.80% | +15,042+54.7% | Added |
| Curated Wealth Partners LLC | 44,966 | $6.36M | 3.55% | +54+0.1% | Added |
| Harfst & Associates, Inc. | 44,873 | $6.35M | 1.75% | −1,727−3.7% | Reduced |
| HHM Wealth Advisors, LLC | 44,861 | $6.35M | 1.73% | +260+0.6% | Added |
| Capital One Financial Corp | 44,833 | $6.34M | 0.78% | −1,969−4.2% | Reduced |
| Concentric Wealth Management, LLC | 44,796 | $6.34M | 1.94% | −583−1.3% | Reduced |
| Drexel Morgan & Co. | 44,779 | $6.34M | 2.04% | −16,364−26.8% | Reduced |
| LCM Capital Management Inc | 44,761 | $6.33M | 5.35% | −127−0.3% | Reduced |
| Auxano Advisors, LLC | 44,745 | $6.33M | 2.84% | +1,364+3.1% | Added |
| Diversified Portfolios, Inc. | 44,673 | $6.32M | 1.75% | +20,169+82.3% | Added |
| Page Arthur B | 44,594 | $6.31M | 4.69% | −2,875−6.1% | Reduced |
| Providence Wealth Advisors, LLC | 44,972 | $6.31M | 4.39% | −916−2.0% | Reduced |
| Allegheny Financial Group LTD | 44,563 | $6.31M | 2.89% | +63+0.1% | Added |
| BHK Investment Advisors, LLC | 44,539 | $6.30M | 2.60% | −2,325−5.0% | Reduced |
| Guild Investment Management, Inc. | 44,500 | $6.30M | 6.06% | +1,595+3.7% | Added |
| SRS Capital Advisors, Inc. | 44,445 | $6.29M | 0.86% | −3,131−6.6% | Reduced |
| Blackhawk Capital Partners LLC. | 44,362 | $6.28M | 3.97% | −417−0.9% | Reduced |
| RBA Wealth Management, LLC | 44,324 | $6.27M | 15.12% | +1,785+4.2% | Added |
| Constitution Capital LLC | 44,324 | $6.27M | 3.77% | +3,420+8.4% | Added |
| Applied Research Investments, LLC | 44,269 | $6.26M | 2.09% | −1,843−4.0% | Reduced |
| Redwood Investments, LLC | 44,258 | $6.26M | 0.52% | −1,659−3.6% | Reduced |
| Delta Capital Management LLC | 44,247 | $6.26M | 3.90% | −200.0% | Reduced |
| JRM Investment Counsel, LLC | 44,180 | $6.25M | 3.17% | +3,197+7.8% | Added |
| Pettee Investors, Inc. | 44,063 | $6.24M | 2.90% | −2,370−5.1% | Reduced |
| Concentrum Wealth Management | 44,040 | $6.23M | 4.02% | +115+0.3% | Added |
| Virtue Capital Management, LLC | 44,028 | $6.23M | 1.10% | +871+2.0% | Added |
| United Bank | 43,948 | $6.22M | 3.94% | +747+1.7% | Added |
| Karn, Couzens & Associates, Inc. | 43,910 | $6.21M | 4.73% | −253−0.6% | Reduced |
| Laffer Tengler Investments | 43,775 | $6.19M | 1.79% | +32,043+273.1% | Added |
| Johnson Bixby & Associates, LLC | 43,635 | $6.17M | 1.79% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 43,621 | $6.17M | 1.74% | +43,621 | New |
| Blue Zone Wealth Advisors, LLC | 43,583 | $6.17M | 2.14% | −1,245−2.8% | Reduced |
| Bar Harbor Trust Services | 43,507 | $6.16M | 1.92% | +1,023+2.4% | Added |
| Purus Wealth Management, LLC | 43,461 | $6.15M | 4.25% | +2,224+5.4% | Added |
| Security National Bank of So Dak | 43,397 | $6.14M | 4.70% | +5,250+13.8% | Added |
| Corsicana & Co. | 43,325 | $6.13M | 3.90% | −1,753−3.9% | Reduced |
| Choice Wealth Advisors, LLC | 43,315 | $6.13M | 5.23% | −265−0.6% | Reduced |
| Sturgeon Ventures LLP | 43,235 | $6.12M | 3.07% | 00.0% | Unchanged |
| Kowal Investment Group, LLC | 43,121 | $6.10M | 1.93% | +529+1.2% | Added |
| Triangle Securities Wealth Management | 43,062 | $6.09M | 2.07% | −1,079−2.4% | Reduced |
| American Financial Advisors, LLC | 43,038 | $6.09M | 0.81% | +1,154+2.8% | Added |
| Financial Insights, Inc. | 42,949 | $6.08M | 5.59% | +318+0.7% | Added |
| Lehman & Derafelo Financial Resources LLC | 42,901 | $6.07M | 1.97% | −399−0.9% | Reduced |
| IFG Advisors, LLC | 42,876 | $6.07M | 2.78% | +3,505+8.9% | Added |
| Stanley-Laman Group, Ltd. | 42,862 | $6.07M | 0.79% | +3,959+10.2% | Added |
| Cowa, LLC | 42,842 | $6.06M | 3.47% | +42,842 | New |
| Madden Securities Corp | 42,814 | $6.06M | 3.28% | −5,577−11.5% | Reduced |
| Bluesphere Advisors, LLC | 42,808 | $6.06M | 5.82% | −1,381−3.1% | Reduced |
| FORA Capital, LLC | 42,740 | $6.05M | 1.53% | −11,967−21.9% | Reduced |
| Bull Street Advisors, LLC | 42,614 | $6.03M | 3.11% | −200.0% | Reduced |
| Allred Capital Management, LLC | 42,594 | $6.03M | 3.15% | −2,787−6.1% | Reduced |
| Indie Asset Partners, LLC | 42,591 | $6.03M | 4.88% | +392+0.9% | Added |
| JNBA Financial Advisors | 42,528 | $6.02M | 0.81% | −1,061−2.4% | Reduced |
| Summit Financial Wealth Advisors, LLC | 42,470 | $6.01M | 1.36% | +96+0.2% | Added |
| Alera Investment Advisors, LLC | 42,361 | $5.99M | 1.77% | −48−0.1% | Reduced |
| Waterfront Wealth Inc. | 42,336 | $5.99M | 2.89% | +315+0.7% | Added |
| Archer Investment Corp | 42,245 | $5.98M | 2.24% | −647−1.5% | Reduced |
| Lynch & Associates | 42,157 | $5.96M | 1.55% | +1,515+3.7% | Added |
| Alcosta Capital Management, Inc. | 42,126 | $5.96M | 3.64% | +298+0.7% | Added |
| Granger Management LLC | 42,155 | $5.95M | 1.04% | 00.0% | Unchanged |
| InTrack Investment Management Inc | 39,916 | $5.95M | 4.33% | +532+1.4% | Added |
| GP Brinson Investments LLC | 42,000 | $5.94M | 4.50% | 00.0% | Unchanged |
| Pacitti Group Inc. | 41,913 | $5.93M | 3.70% | +824+2.0% | Added |
| Cutter & CO Brokerage, Inc. | 41,900 | $5.93M | 1.41% | −6,702−13.8% | Reduced |
| Tempus Wealth Planning, LLC | 41,813 | $5.92M | 3.35% | +2,271+5.7% | Added |
| Orca Investment Management, LLC | 41,799 | $5.92M | 5.18% | −3,875−8.5% | Reduced |
| RDA Financial Network | 41,648 | $5.89M | 2.60% | +145+0.3% | Added |
| Orser Capital Management, LLC | 41,587 | $5.88M | 3.32% | +140+0.3% | Added |
| Samalin Investment Counsel, LLC | 41,555 | $5.88M | 3.82% | +720+1.8% | Added |
| Swaine & Leidel Wealth Services, LLC | 41,531 | $5.88M | 5.19% | +41,531 | New |
| Dempze Nancy E | 41,518 | $5.87M | 4.61% | −3,318−7.4% | Reduced |
| Derbend Asset Management | 41,508 | $5.87M | 5.52% | −727−1.7% | Reduced |
| Shorepoint Capital Partners LLC | 41,501 | $5.87M | 2.64% | +41,501 | New |
| Fma Advisory Inc | 41,386 | $5.86M | 2.18% | +619+1.5% | Added |
| Cairn Investment Group, Inc. | 41,324 | $5.85M | 4.33% | −18,162−30.5% | Reduced |
| Pantheon Investment Group, LLC | 41,259 | $5.84M | 5.02% | −764−1.8% | Reduced |
| Dodge & Cox | 41,156 | $5.82M | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 41,054 | $5.81M | 0.06% | +40,829+18,146.2% | Added |
| Nia Impact Advisors, LLC | 40,980 | $5.80M | 2.47% | −7,738−15.9% | Reduced |
| Diversified, LLC | 40,924 | $5.79M | 3.08% | +258+0.6% | Added |
| Brio Consultants, LLC | 40,900 | $5.79M | 1.40% | −373−0.9% | Reduced |
| Costello Asset Management, INC | 40,868 | $5.78M | 3.70% | +1,281+3.2% | Added |
| Bridge Advisory, LLC | 40,679 | $5.76M | 2.83% | −253−0.6% | Reduced |
| LifeSteps Financial, Inc. | 40,654 | $5.75M | 4.40% | −604−1.5% | Reduced |
| Cunning Capital Partners, LP | 40,570 | $5.74M | 3.02% | 00.0% | Unchanged |
| First Command Bank | 40,473 | $5.73M | 0.98% | +403+1.0% | Added |
| First Command Financial Services, Inc. | 40,473 | $5.73M | 0.98% | +403+1.0% | Added |
| Prudent Investors Network | 40,425 | $5.72M | 2.86% | +226+0.6% | Added |
| Advisors Management Group Inc | 40,402 | $5.72M | 1.77% | −7,970−16.5% | Reduced |
| Resonant Capital Advisors, LLC | 40,379 | $5.71M | 0.99% | +3,326+9.0% | Added |
| Schneider Downs Wealth Management Advisors, LP | 40,344 | $5.71M | 1.47% | +2,486+6.6% | Added |
| Meridian Management Co | 40,310 | $5.70M | 1.75% | −135−0.3% | Reduced |