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 |
|---|---|---|---|---|---|
| Ritter Daniher Financial Advisory, LLC | 36,149 | $5.12M | 3.74% | +957+2.7% | Added |
| LCNB Corp | 36,007 | $5.09M | 2.57% | +363+1.0% | Added |
| United Fire Group Inc | 36,000 | $5.09M | 2.54% | 00.0% | Unchanged |
| Horst & Graben Wealth Management LLC | 35,999 | $5.09M | 1.40% | +27+0.1% | Added |
| NewSquare Capital LLC | 35,996 | $5.09M | 0.60% | +5,914+19.7% | Added |
| Sicart Associates LLC | 35,883 | $5.08M | 1.38% | −4,150−10.4% | Reduced |
| Front Street Capital Management, Inc. | 35,871 | $5.08M | 0.98% | −510−1.4% | Reduced |
| Morgan Jess S & Co Inc | 35,861 | $5.07M | 3.35% | +1,345+3.9% | Added |
| Lokken Investment Group LLC | 35,795 | $5.07M | 4.02% | −60−0.2% | Reduced |
| Mascoma Wealth Management LLC | 35,709 | $5.05M | 1.96% | +552+1.6% | Added |
| Capital Advisors Wealth Management, LLC | 35,684 | $5.05M | 1.79% | +758+2.2% | Added |
| Wagner Wealth Management, LLC | 33,691 | $5.05M | 4.03% | −336−1.0% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 35,513 | $5.03M | 0.06% | +11,051+45.2% | Added |
| Goepper Burkhardt LLC | 35,417 | $5.01M | 3.20% | −31−0.1% | Reduced |
| Larson Financial Group LLC | 35,351 | $5.00M | 0.99% | −494−1.4% | Reduced |
| Algert Global LLC | 35,280 | $4.99M | 0.66% | −985−2.7% | Reduced |
| Security National Bank of Sioux City Iowa | 35,257 | $4.99M | 3.84% | −9,375−21.0% | Reduced |
| Redwood Investment Management, LLC | 35,250 | $4.99M | 0.71% | +272+0.8% | Added |
| Exchange Capital Management, Inc. | 35,140 | $4.97M | 0.96% | −4,474−11.3% | Reduced |
| Wunderlich Capital Managemnt | 35,123 | $4.97M | 2.39% | −1,221−3.4% | Reduced |
| Garrison Point Advisors, LLC | 35,120 | $4.97M | 3.61% | −484−1.4% | Reduced |
| Zeno Research, LLC | 35,061 | $4.96M | 3.93% | −53,567−60.4% | Reduced |
| Boltwood Capital Management | 35,054 | $4.96M | 2.00% | −700−2.0% | Reduced |
| David J Yvars Group | 34,686 | $4.95M | 2.89% | −2,107−5.7% | Reduced |
| Family Firm, Inc. | 33,106 | $4.94M | 1.30% | +14,418+77.2% | Added |
| Osterweis Capital Management Inc | 34,897 | $4.94M | 0.27% | 00.0% | Unchanged |
| Oak Family Advisors, LLC | 34,797 | $4.92M | 2.60% | −1,322−3.7% | Reduced |
| Diker Management LLC | 34,790 | $4.92M | 2.53% | +20.0% | Added |
| Rodgers Brothers Inc. | 34,788 | $4.92M | 0.98% | +156+0.5% | Added |
| Blue Square Asset Management, LLC | 34,778 | $4.92M | 3.08% | −517−1.5% | Reduced |
| Lumature Wealth Partners, LLC | 34,735 | $4.92M | 2.01% | +1,390+4.2% | Added |
| WestHill Financial Advisors, Inc. | 34,732 | $4.92M | 1.52% | +34,732 | New |
| Michael B. Yongue | 34,700 | $4.91M | 3.59% | +92+0.3% | Added |
| Mitchell Sinkler & Starr | 34,623 | $4.90M | 4.43% | +424+1.2% | Added |
| First Pacific Advisors, LP | 34,617 | $4.90M | 0.06% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 34,618 | $4.90M | 2.60% | +10,487+43.5% | Added |
| Axiom Investment Management LLC | 34,597 | $4.89M | 4.92% | −2,599−7.0% | Reduced |
| Cary Street Partners Asset Management LLC | 34,535 | $4.89M | 1.73% | −301−0.9% | Reduced |
| Palisades Hudson Asset Management, L.P. | 34,497 | $4.88M | 2.23% | −2,067−5.7% | Reduced |
| West Paces Advisors Inc. | 34,454 | $4.88M | 1.71% | −1,583−4.4% | Reduced |
| Sabal Trust CO | 34,401 | $4.87M | 0.35% | +550+1.6% | Added |
| Eclectic Associates Inc | 34,389 | $4.87M | 3.55% | +718+2.1% | Added |
| Fairview Capital Investment Management, LLC | 34,343 | $4.86M | 0.33% | −314−0.9% | Reduced |
| First Financial Corp | 34,290 | $4.85M | 3.22% | −590−1.7% | Reduced |
| Elm Advisors, LLC | 34,281 | $4.85M | 2.90% | −2,900−7.8% | Reduced |
| Buffington Mohr McNeal | 34,269 | $4.85M | 0.93% | +152+0.4% | Added |
| Matisse Capital | 34,266 | $4.85M | 1.78% | +156+0.5% | Added |
| Mitchell & Pahl Private Wealth, LLC | 34,224 | $4.84M | 3.49% | −164−0.5% | Reduced |
| Bernardo Wealth Planning LLC | 34,213 | $4.84M | 2.81% | +1,568+4.8% | Added |
| Check Capital Management Inc | 34,198 | $4.84M | 0.41% | 00.0% | Unchanged |
| Act Wealth Management, LLC | 35,299 | $4.83M | 2.99% | 00.0% | Unchanged |
| Cadent Capital Advisors, LLC | 34,166 | $4.83M | 2.15% | +47+0.1% | Added |
| Tranquility Partners, LLC | 34,153 | $4.83M | 2.45% | +2,649+8.4% | Added |
| Tower View Investment Management & Research LLC | 34,134 | $4.83M | 2.68% | −77−0.2% | Reduced |
| Ellenbecker Investment Group | 34,024 | $4.81M | 1.51% | −646−1.9% | Reduced |
| Aberdeen Wealth Management LLC | 34,020 | $4.81M | 4.66% | −48−0.1% | Reduced |
| Gyroscope Capital Management Group, LLC | 34,015 | $4.81M | 1.82% | −37,188−52.2% | Reduced |
| Beacon Harbor Wealth Advisors, Inc. | 34,011 | $4.81M | 1.71% | +1,422+4.4% | Added |
| West Oak Capital, LLC | 33,981 | $4.81M | 1.86% | −1,610−4.5% | Reduced |
| Sovereign Financial Group, Inc. | 33,966 | $4.81M | 2.76% | −3,588−9.6% | Reduced |
| First Washington CORP | 33,952 | $4.80M | 1.75% | −130−0.4% | Reduced |
| Black Swift Group, LLC | 33,952 | $4.80M | 2.17% | +29,000+585.6% | Added |
| Hanson & Doremus Investment Management | 33,714 | $4.77M | 1.10% | −633−1.8% | Reduced |
| Summit Place Financial Advisors, LLC | 33,696 | $4.77M | 3.48% | +692+2.1% | Added |
| Legacy Wealth Planning, LLC | 33,659 | $4.76M | 5.34% | +2,954+9.6% | Added |
| Stamos Capital Partners, L.P. | 33,640 | $4.76M | 2.66% | −5,760−14.6% | Reduced |
| Meridian Financial Partners LLC | 33,611 | $4.76M | 3.19% | +819+2.5% | Added |
| KLK Capital Management LLC | 33,583 | $4.75M | 4.36% | −237−0.7% | Reduced |
| Elevated Capital Advisors, LLC | 33,517 | $4.74M | 1.64% | +33,517 | New |
| Cortland Associates Inc | 33,487 | $4.74M | 0.52% | +20.0% | Added |
| Ambassador Advisors, LLC | 33,444 | $4.73M | 0.92% | −17−0.1% | Reduced |
| White Lighthouse Investment Management Inc. | 33,417 | $4.73M | 1.27% | −229−0.7% | Reduced |
| Catalyst Capital Advisors LLC | 33,383 | $4.72M | 0.24% | +10.0% | Added |
| PBMares Wealth Management LLC | 33,359 | $4.72M | 2.25% | +566+1.7% | Added |
| Omnia Family Wealth, LLC | 33,342 | $4.72M | 3.25% | +2,113+6.8% | Added |
| First Personal Financial Services | 33,325 | $4.71M | 1.17% | −300−0.9% | Reduced |
| Castellan Group, LLC | 33,300 | $4.71M | 2.43% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 33,244 | $4.70M | 2.98% | 00.0% | Unchanged |
| Hudock, Inc. | 33,228 | $4.70M | 1.42% | +641+2.0% | Added |
| Advus Financial Partners, LLC | 26,356 | $4.68M | 2.58% | +26,356 | New |
| Washburn Capital Management, Inc. | 33,039 | $4.67M | 3.06% | −680−2.0% | Reduced |
| Corrigan Financial, Inc. | 33,009 | $4.67M | 1.43% | −274−0.8% | Reduced |
| American Institute for Advanced Investment Management, LLP | 33,005 | $4.67M | 3.31% | −313−0.9% | Reduced |
| Ssi Investment Management LLC | 32,997 | $4.67M | 0.28% | +41+0.1% | Added |
| Pacific Center for Financial Services | 32,937 | $4.66M | 2.03% | +46+0.1% | Added |
| PrairieView Partners, LLC | 32,927 | $4.66M | 0.70% | −333−1.0% | Reduced |
| Eisler Capital (UK) Ltd. | 32,826 | $4.64M | 0.55% | +17,785+118.2% | Added |
| Boston Partners | 32,818 | $4.64M | 0.01% | +18,818+134.4% | Added |
| Consolidated Planning Corp | 32,813 | $4.64M | 3.02% | +271+0.8% | Added |
| Vista Wealth Management Group, LLC | 32,807 | $4.64M | 0.84% | +836+2.6% | Added |
| Parkside Advisors LLC | 32,792 | $4.64M | 1.45% | −285−0.9% | Reduced |
| Accurate Wealth Management, LLC | 29,469 | $4.63M | 4.07% | −20,211−40.7% | Reduced |
| Landaas & Co | 32,660 | $4.62M | 2.66% | −2,712−7.7% | Reduced |
| Plotkin Financial Advisors, LLC | 32,633 | $4.62M | 2.75% | −878−2.6% | Reduced |
| Dash Acquisitions Inc. | 32,577 | $4.61M | 2.40% | +206+0.6% | Added |
| Phocas Financial Corp. | 32,530 | $4.60M | 0.58% | +1,201+3.8% | Added |
| Trustco Bank Corp N Y | 32,461 | $4.59M | 4.28% | −1,199−3.6% | Reduced |
| Mayfair Advisory Group, LLC | 32,900 | $4.58M | 7.02% | +100.0% | Added |
| LGL Partners, LLC | 32,334 | $4.58M | 2.78% | +1,074+3.4% | Added |
| Glynn Capital Management LLC | 32,320 | $4.57M | 0.40% | 00.0% | Unchanged |