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 |
|---|---|---|---|---|---|
| Sandhill Capital Partners LLC | 32,293 | $4.57M | 0.37% | +471+1.5% | Added |
| Facet Wealth, Inc. | 32,277 | $4.57M | 0.52% | +11,986+59.1% | Added |
| tru Independence LLC | 32,182 | $4.55M | 1.27% | +2,269+7.6% | Added |
| Heritage Wealth Management, LLC | 32,101 | $4.54M | 1.62% | +1,471+4.8% | Added |
| Veracity Capital LLC | 32,054 | $4.54M | 1.98% | −33,641−51.2% | Reduced |
| Robeco Schweiz AG | 32,000 | $4.53M | 0.06% | +32,000 | New |
| Fermata Advisors, LLC | 31,971 | $4.53M | 2.00% | +13,567+73.7% | Added |
| Gsa Capital Partners LLP | 31,868 | $4.51M | 0.46% | −7,033−18.1% | Reduced |
| Aveo Capital Partners, LLC | 31,832 | $4.50M | 0.94% | +6,379+25.1% | Added |
| Sax Wealth Advisors, LLC | 31,827 | $4.50M | 1.07% | +41+0.1% | Added |
| Cambria Investment Management, L.P. | 31,816 | $4.50M | 0.82% | −1,312−4.0% | Reduced |
| Cornerstone Investment Partners, LLC | 31,770 | $4.50M | 0.26% | −388,135−92.4% | Reduced |
| Sara-Bay Financial | 31,642 | $4.48M | 1.75% | −658−2.0% | Reduced |
| Outfitter Financial LLC | 31,642 | $4.48M | 3.52% | −240−0.8% | Reduced |
| Westshore Wealth, LLC | 31,630 | $4.48M | 3.61% | −18,246−36.6% | Reduced |
| Petix & Botte Co | 31,613 | $4.47M | 1.51% | +16,992+116.2% | Added |
| First National Bank of Hutchinson | 31,586 | $4.47M | 2.51% | −1,966−5.9% | Reduced |
| Balyasny Asset Management LLC | 31,565 | $4.47M | 0.02% | −182,900−85.3% | Reduced |
| Vivid Financial Management, Inc. | 31,508 | $4.46M | 1.83% | −2,156−6.4% | Reduced |
| Successful Portfolios LLC | 31,435 | $4.45M | 2.66% | −285−0.9% | Reduced |
| D'Orazio & Associates, Inc. | 31,432 | $4.45M | 1.08% | +946+3.1% | Added |
| Pacific Capital Wealth Advisors, Inc | 31,356 | $4.44M | 1.41% | +17,381+124.4% | Added |
| GSB Wealth Management, LLC | 31,344 | $4.44M | 2.28% | −14,475−31.6% | Reduced |
| Cascade Investment Advisors, Inc. | 31,308 | $4.43M | 2.89% | −445−1.4% | Reduced |
| 44 Wealth Management LLC | 31,292 | $4.43M | 1.69% | −322−1.0% | Reduced |
| Financial Advisors Network, Inc. | 29,523 | $4.43M | 1.02% | +2,266+8.3% | Added |
| Financial Management Professionals, Inc. | 31,282 | $4.43M | 1.02% | +9,031+40.6% | Added |
| Argent Advisors, Inc. | 31,201 | $4.42M | 2.53% | +79+0.3% | Added |
| Crewe Advisors LLC | 31,126 | $4.40M | 1.04% | −11,760−27.4% | Reduced |
| Safeguard Investment Advisory Group, LLC | 31,053 | $4.39M | 2.84% | −171−0.5% | Reduced |
| New Jersey Better Educational Savings Trust | 31,026 | $4.39M | 8.71% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 30,987 | $4.38M | 0.78% | +1,271+4.3% | Added |
| BEAM Asset Management, LLC | 30,978 | $4.38M | 3.76% | +2,282+8.0% | Added |
| One Charles Private Wealth Services, LLC | 30,945 | $4.38M | 2.53% | +428+1.4% | Added |
| Column Capital Advisors, LLC | 30,823 | $4.36M | 0.92% | +691+2.3% | Added |
| Linden Rose Investment LLC | 30,797 | $4.36M | 4.69% | +7,818+34.0% | Added |
| Trinity Financial Advisors LLC | 30,790 | $4.36M | 2.91% | −342−1.1% | Reduced |
| High Pines Wealth Management, LLC | 30,712 | $4.35M | 2.98% | +3,091+11.2% | Added |
| Evolution Wealth Advisors, LLC | 30,707 | $4.34M | 0.93% | −742−2.4% | Reduced |
| CMC Financial Group | 30,565 | $4.33M | 2.52% | −115−0.4% | Reduced |
| IAM Advisory, LLC | 30,086 | $4.30M | 1.82% | +30,086 | New |
| Murphy, Middleton, Hinkle & Parker, Inc. | 30,330 | $4.29M | 2.48% | +246+0.8% | Added |
| Fiduciary Planning LLC | 30,334 | $4.29M | 2.28% | +5,852+23.9% | Added |
| WealthShield Partners, LLC | 30,319 | $4.29M | 1.15% | −19,107−38.7% | Reduced |
| Strategic Family Wealth Counselors, L.L.C. | 30,293 | $4.29M | 1.47% | +1,504+5.2% | Added |
| Alliance Wealth Management Group | 30,225 | $4.28M | 1.39% | +2,290+8.2% | Added |
| Jackson, Grant Investment Advisers, Inc. | 30,185 | $4.27M | 1.90% | +1,017+3.5% | Added |
| Cooper/Haims Advisors, LLC | 30,165 | $4.27M | 2.57% | −904−2.9% | Reduced |
| Pin Oak Investment Advisors Inc | 30,147 | $4.27M | 4.71% | +184+0.6% | Added |
| Sunflower Bank, N.A. | 30,109 | $4.26M | 0.60% | −2,127−6.6% | Reduced |
| Spectrum Wealth Advisory Group, LLC | 30,072 | $4.25M | 4.20% | +239+0.8% | Added |
| St. Clair Advisors, LLC | 30,008 | $4.25M | 2.94% | +1,268+4.4% | Added |
| Pineno Levin & Ford Asset Management, Inc. | 29,896 | $4.23M | 1.37% | +500+1.7% | Added |
| Burt Wealth Advisors | 29,793 | $4.22M | 1.34% | −841−2.7% | Reduced |
| Edmonds Duncan Registered Investment Advisors, LLC | 29,741 | $4.21M | 1.28% | −371−1.2% | Reduced |
| Gilman Hill Asset Management, LLC | 29,713 | $4.20M | 1.07% | +1,005+3.5% | Added |
| Bickling Financial Services, Inc. | 29,637 | $4.19M | 2.13% | −614−2.0% | Reduced |
| Factorial Partners, LLC | 29,560 | $4.18M | 2.85% | 00.0% | Unchanged |
| Garrett Wealth Advisory Group, LLC | 29,532 | $4.18M | 2.67% | −691−2.3% | Reduced |
| McRae Capital Management Inc | 29,535 | $4.18M | 0.92% | +10.0% | Added |
| Rosenbaum Jay D. | 29,496 | $4.17M | 6.94% | −967−3.2% | Reduced |
| Silicon Hills Wealth Management, LLC | 29,385 | $4.16M | 2.85% | +38+0.1% | Added |
| Brooks, Moore & Associates, Inc. | 29,375 | $4.16M | 2.72% | −158−0.5% | Reduced |
| Weaver Consulting Group | 29,332 | $4.15M | 2.25% | −2,530−7.9% | Reduced |
| Magnolia Capital Management Ltd | 29,316 | $4.15M | 3.58% | +200+0.7% | Added |
| Pensionmark Financial Group, LLC | 29,290 | $4.14M | 0.94% | +165+0.6% | Added |
| Summitry LLC | 29,129 | $4.12M | 0.26% | −912−3.0% | Reduced |
| Eagle Bay Advisors LLC | 29,157 | $4.12M | 2.41% | +9,297+46.8% | Added |
| Paradigm Asset Management Co LLC | 29,100 | $4.12M | 1.13% | −2,500−7.9% | Reduced |
| Benjamin Edwards Inc | 29,080 | $4.12M | 2.50% | +2,325+8.7% | Added |
| ERTS Wealth Advisors, LLC | 29,043 | $4.11M | 1.08% | −232−0.8% | Reduced |
| Joseph P. Lucia & Associates, LLC | 28,961 | $4.10M | 2.43% | +37+0.1% | Added |
| Quadrature Capital Ltd | 28,934 | $4.09M | 0.15% | −27,252−48.5% | Reduced |
| Rockbridge Investment Management, LCC | 28,850 | $4.08M | 0.68% | −605−2.1% | Reduced |
| Robbins Farley LLC | 28,835 | $4.08M | 3.01% | +28,835 | New |
| G&S Capital LLC | 28,813 | $4.08M | 2.24% | +1,097+4.0% | Added |
| Home Federal Bank of Tennessee | 28,771 | $4.07M | 1.47% | −100−0.3% | Reduced |
| Regency Capital Management Inc. | 28,758 | $4.07M | 2.86% | +784+2.8% | Added |
| Valueworks LLC | 28,697 | $4.06M | 1.73% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 34,941 | $4.06M | 2.70% | +4,684+15.5% | Added |
| Redmond Asset Management, LLC | 28,646 | $4.05M | 1.27% | −481−1.7% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 28,629 | $4.05M | 0.34% | −185−0.6% | Reduced |
| ShoreHaven Wealth Partners, LLC | 28,634 | $4.05M | 2.11% | +79+0.3% | Added |
| Legg Mason Asset Management (Japan) Co., Ltd. | 28,609 | $4.05M | 4.67% | −2,361−7.6% | Reduced |
| Everhart Financial Group, Inc. | 28,544 | $4.04M | 2.77% | +2,781+10.8% | Added |
| Madison Wealth Partners, Inc | 28,485 | $4.03M | 2.27% | +962+3.5% | Added |
| Bell Bank | 28,477 | $4.03M | 0.50% | −65−0.2% | Reduced |
| Summit Financial Group Inc | 28,426 | $4.02M | 1.46% | +3,000+11.8% | Added |
| Caas Capital Management LP | 28,427 | $4.02M | 0.30% | +28,427 | New |
| Deltec Asset Management LLC | 28,412 | $4.02M | 0.61% | −9,600−25.3% | Reduced |
| Addison Capital Co | 28,351 | $4.01M | 1.86% | +126+0.4% | Added |
| Dimension Capital Management LLC | 28,333 | $4.01M | 0.83% | −718−2.5% | Reduced |
| Reitz Capital Advisors LLC | 28,331 | $4.01M | 3.00% | −1,421−4.8% | Reduced |
| QP Wealth Management, LLC | 28,320 | $4.01M | 4.30% | −6,295−18.2% | Reduced |
| Gateway Advisory, LLC | 28,230 | $4.00M | 0.83% | +1,087+4.0% | Added |
| Advisor Resource Council | 28,215 | $3.99M | 1.22% | −68,724−70.9% | Reduced |
| Thomas White International Ltd | 28,203 | $3.99M | 0.58% | −17−0.1% | Reduced |
| Engrave Wealth Partners LLC | 28,194 | $3.99M | 1.18% | −38−0.1% | Reduced |
| St. Louis Trust Co | 28,072 | $3.97M | 1.05% | +5,108+22.2% | Added |
| Pinkerton Retirement Specialists, LLC | 28,042 | $3.97M | 0.77% | +308+1.1% | Added |