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 |
|---|---|---|---|---|---|
| PSI Advisors, LLC | 40,264 | $5.70M | 2.62% | −897−2.2% | Reduced |
| Cypress Capital Management LLC | 41,595 | $5.70M | 0.75% | 00.0% | Unchanged |
| CFS Investment Advisory Services, LLC | 40,369 | $5.69M | 0.78% | +36,136+853.7% | Added |
| Lincoln Capital LLC | 40,217 | $5.69M | 1.55% | −122−0.3% | Reduced |
| Derby & Company, Inc | 40,196 | $5.69M | 1.15% | +872+2.2% | Added |
| Chilton Investment Co LLC | 40,166 | $5.68M | 0.14% | −339−0.8% | Reduced |
| StrongBox Wealth, LLC | 40,119 | $5.68M | 3.19% | −163−0.4% | Reduced |
| Symphony Financial, Ltd. Co. | 39,734 | $5.67M | 1.99% | −8,721−18.0% | Reduced |
| United Services Automobile Association | 40,100 | $5.67M | 0.10% | −7,286−15.4% | Reduced |
| Lee Capital Holdings LLC | 40,000 | $5.66M | 2.97% | 00.0% | Unchanged |
| Crescent Capital Consulting, LLC | 39,933 | $5.65M | 1.04% | +27+0.1% | Added |
| HawsGoodwin Investment Management LLC | 39,883 | $5.64M | 1.71% | −260−0.6% | Reduced |
| Cary Street Partner Investment Advisory LLC | 39,844 | $5.64M | 1.85% | +333+0.8% | Added |
| Ellsworth Advisors, LLC | 39,823 | $5.63M | 2.57% | −251−0.6% | Reduced |
| Pacific Sun Financial Corp | 39,758 | $5.63M | 3.23% | +39,758 | New |
| Bigelow Investment Advisors, LLC | 39,708 | $5.62M | 2.77% | −2,158−5.2% | Reduced |
| Boothe Investment Group, Inc. | 39,384 | $5.62M | 3.06% | +780+2.0% | Added |
| Sky Investment Group LLC | 39,632 | $5.61M | 1.25% | −149−0.4% | Reduced |
| Townsend Asset Management Corp | 39,632 | $5.61M | 2.98% | +1,041+2.7% | Added |
| First National Bank | 39,604 | $5.60M | 5.31% | +39,604 | New |
| Accuvest Global Advisors | 39,558 | $5.60M | 2.65% | +39,558 | New |
| Global Financial Private Client, LLC | 39,207 | $5.59M | 2.88% | −1,506−3.7% | Reduced |
| Beck Capital Management, LLC | 39,506 | $5.59M | 1.88% | +465+1.2% | Added |
| Rational Advisors LLC | 39,503 | $5.59M | 0.44% | +12,896+48.5% | Added |
| Gilbert & Cook, Inc. | 39,484 | $5.59M | 1.00% | −283−0.7% | Reduced |
| Advisor OS, LLC | 39,396 | $5.58M | 1.21% | −1,226−3.0% | Reduced |
| Latitude Advisors, LLC | 39,225 | $5.55M | 1.78% | +19,438+98.2% | Added |
| Sound Income Strategies, LLC | 39,216 | $5.55M | 0.72% | +4,613+13.3% | Added |
| Riverview Trust Co | 39,209 | $5.55M | 5.87% | 00.0% | Unchanged |
| Balentine LLC | 39,150 | $5.54M | 0.22% | +13,166+50.7% | Added |
| Encompass Wealth Advisors, LLC | 39,104 | $5.53M | 1.44% | +2,204+6.0% | Added |
| Spouting Rock Asset Management, LLC | 39,023 | $5.52M | 2.75% | −13,657−25.9% | Reduced |
| Next Capital Management LLC | 39,019 | $5.52M | 4.01% | −4,764−10.9% | Reduced |
| Connecticut Wealth Management, LLC | 38,988 | $5.52M | 0.48% | +1,878+5.1% | Added |
| Hochman Cole Investment Advisors, Inc. | 38,987 | $5.52M | 2.16% | +2,091+5.7% | Added |
| ELCO Management Co., LLC | 38,972 | $5.51M | 4.24% | −184−0.5% | Reduced |
| Fountainhead AM, LLC | 40,806 | $5.49M | 2.66% | −1,934−4.5% | Reduced |
| Capital Financial Services, LLC | 38,768 | $5.49M | 6.71% | −15,874−29.1% | Reduced |
| West Chester Capital Advisors, Inc | 38,760 | $5.48M | 4.23% | −1,148−2.9% | Reduced |
| Pinnacle Bancorp, Inc. | 38,755 | $5.48M | 2.19% | +542+1.4% | Added |
| Gray Wealth Management Inc. | 38,756 | $5.48M | 3.07% | +919+2.4% | Added |
| Somerset Group LLC | 38,694 | $5.47M | 3.96% | +678+1.8% | Added |
| Redhawk Wealth Advisors, Inc. | 38,671 | $5.47M | 1.51% | −19,281−33.3% | Reduced |
| Amica Retiree Medical Trust | 38,664 | $5.47M | 4.94% | −16,970−30.5% | Reduced |
| Matrix Private Capital Group LLC | 38,619 | $5.46M | 2.87% | +693+1.8% | Added |
| Abacus Wealth Partners, LLC | 38,466 | $5.44M | 2.00% | −194−0.5% | Reduced |
| Cribstone Capital Management, LLC | 38,419 | $5.44M | 3.24% | −523−1.3% | Reduced |
| Princeton Global Asset Management LLC | 38,417 | $5.44M | 1.66% | +1,264+3.4% | Added |
| New England Research & Management, Inc. | 38,404 | $5.43M | 2.85% | 00.0% | Unchanged |
| McCarthy Asset Management, Inc. | 38,312 | $5.42M | 4.07% | −12,964−25.3% | Reduced |
| Convergence Investment Partners, LLC | 38,304 | $5.42M | 2.91% | −440−1.1% | Reduced |
| Centiva Capital, LP | 2,037,881 | $5.42M | 0.44% | +2,037,881 | New |
| Auxier Asset Management | 38,155 | $5.40M | 0.91% | +155+0.4% | Added |
| Handelsinvest Investeringsforvaltning | 38,031 | $5.38M | 0.59% | 00.0% | Unchanged |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 38,000 | $5.38M | 2.27% | +21,000+123.5% | Added |
| Geller Advisors LLC | 37,989 | $5.38M | 1.17% | −151−0.4% | Reduced |
| Baron Silver Stevens Financial Advisors, LLC | 37,989 | $5.38M | 1.43% | +5,845+18.2% | Added |
| Kozak & Associates, Inc. | 35,835 | $5.38M | 3.18% | +35,835 | New |
| Provident Trust Co | 37,939 | $5.37M | 0.10% | +4,015+11.8% | Added |
| Financial Council Asset Management Inc | 37,865 | $5.36M | 7.56% | +37,865 | New |
| Cantor Fitzgerald Investment Adviser L.P. | 37,827 | $5.35M | 0.40% | −29−0.1% | Reduced |
| Smith Shellnut Wilson LLC | 37,811 | $5.35M | 3.10% | +5,665+17.6% | Added |
| Peoples Bank | 37,807 | $5.35M | 2.85% | −1,430−3.6% | Reduced |
| Retirement Planning Group | 37,795 | $5.35M | 0.61% | −110.0% | Reduced |
| Cutler Investment Counsel LLC | 37,716 | $5.34M | 0.84% | +16,142+74.8% | Added |
| Traverso Chambers Private Wealth Management, LLC | 37,709 | $5.34M | 1.66% | −1,151−3.0% | Reduced |
| FWL Investment Management, LLC | 37,665 | $5.33M | 3.35% | −175−0.5% | Reduced |
| Youngs Advisory Group, Inc. | 37,599 | $5.32M | 4.01% | +1,939+5.4% | Added |
| Northwest Wealth Management, LLC | 37,533 | $5.31M | 2.78% | −2,228−5.6% | Reduced |
| Benchmark Financial Wealth Advisors, LLC | 37,519 | $5.31M | 2.52% | −125−0.3% | Reduced |
| Great Diamond Partners, LLC | 37,485 | $5.30M | 1.45% | +4,315+13.0% | Added |
| Lebenthal Global Advisors, LLC | 37,386 | $5.29M | 3.32% | −1,145−3.0% | Reduced |
| Financial Engines Advisors L.L.C. | 37,382 | $5.29M | 0.02% | +37,382 | New |
| Connolly Sarah T. | 37,345 | $5.29M | 4.35% | −1,475−3.8% | Reduced |
| WT Wealth Management | 37,285 | $5.28M | 2.03% | +1,642+4.6% | Added |
| Fruth Investment Management | 37,148 | $5.26M | 1.62% | −35−0.1% | Reduced |
| Leelyn Smith, LLC | 37,117 | $5.25M | 1.52% | +430+1.2% | Added |
| Stableford Capital II LLC | 36,479 | $5.24M | 2.66% | −6,032−14.2% | Reduced |
| SPC Financial, Inc. | 37,044 | $5.24M | 0.65% | −946−2.5% | Reduced |
| Blueprint Investment Partners LLC | 36,909 | $5.22M | 2.61% | +26,541+256.0% | Added |
| CMG Global Holdings, LLC | 36,870 | $5.22M | 3.90% | +1,837+5.2% | Added |
| Stony Point Wealth Management Inc. | 36,687 | $5.19M | 3.12% | −2,412−6.2% | Reduced |
| Colorado Capital Management, Inc. | 36,685 | $5.19M | 3.66% | −146−0.4% | Reduced |
| Seascape Capital Management | 36,641 | $5.18M | 2.66% | +1,080+3.0% | Added |
| McIlrath & Eck, LLC | 36,605 | $5.18M | 1.54% | −1,540−4.0% | Reduced |
| Pinnacle Wealth Management Group, Inc. | 36,555 | $5.17M | 3.89% | +514+1.4% | Added |
| Arnhold LLC | 36,520 | $5.17M | 0.60% | 00.0% | Unchanged |
| Gitterman Wealth Management, LLC | 36,472 | $5.16M | 4.15% | +305+0.8% | Added |
| MBL Wealth, LLC | 36,441 | $5.16M | 1.78% | +36,441 | New |
| Aspireon Wealth Advisors | 36,433 | $5.16M | 3.74% | −787−2.1% | Reduced |
| Banco de Sabadell, S.A | 36,342 | $5.14M | 3.46% | −6,381−14.9% | Reduced |
| Tru Independence Asset Management 2, LLC | 36,334 | $5.14M | 3.65% | +1,676+4.8% | Added |
| Measured Wealth Private Client Group, LLC | 36,312 | $5.14M | 1.98% | −1,312−3.5% | Reduced |
| Kessler Investment Group, LLC | 36,297 | $5.14M | 3.65% | +35,721+6,201.6% | Added |
| Capital Management Associates | 36,290 | $5.13M | 5.06% | −1,040−2.8% | Reduced |
| Retirement Capital Strategies | 36,264 | $5.13M | 1.97% | −217−0.6% | Reduced |
| Vaughan David Investments LLC | 36,235 | $5.13M | 0.16% | −335−0.9% | Reduced |
| Long Road Investment Counsel, LLC | 36,211 | $5.12M | 2.25% | 00.0% | Unchanged |
| Ayrshire Capital Management LLC | 36,212 | $5.12M | 2.90% | +78+0.2% | Added |
| Howard Wealth Management, LLC | 36,187 | $5.12M | 2.86% | −3,263−8.3% | Reduced |