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 |
|---|---|---|---|---|---|
| Beaton Management Co. Inc. | 27,973 | $3.96M | 2.62% | −125−0.4% | Reduced |
| Center for Financial Planning, Inc. | 27,933 | $3.95M | 0.96% | −127−0.5% | Reduced |
| Terra Nova Asset Management LLC | 27,902 | $3.95M | 3.17% | +867+3.2% | Added |
| Argus Investors' Counsel, Inc. | 27,825 | $3.94M | 2.57% | −17,718−38.9% | Reduced |
| Tandem Capital Management Corp | 27,781 | $3.93M | 2.48% | +1,073+4.0% | Added |
| MU Investments Co., Ltd. | 27,470 | $3.92M | 4.21% | 00.0% | Unchanged |
| Agur Provident & Training Funds Management Ltd | 27,726 | $3.92M | 34.71% | −20,600−42.6% | Reduced |
| Sather Financial Group Inc | 27,711 | $3.92M | 0.40% | +6,648+31.6% | Added |
| ODonnell Financial Services, LLC | 27,686 | $3.92M | 1.88% | +27,686 | New |
| Botty Investors LLC | 27,666 | $3.92M | 1.17% | +25,660+1,279.2% | Added |
| Regis Management CO LLC | 27,660 | $3.91M | 0.68% | 00.0% | Unchanged |
| Altus Wealth Group LLC | 27,615 | $3.91M | 3.89% | +951+3.6% | Added |
| Fortem Financial Group, LLC | 27,553 | $3.90M | 1.98% | −1,097−3.8% | Reduced |
| Menard Financial Group LLC | 27,502 | $3.89M | 3.41% | +828+3.1% | Added |
| Butensky & Cohen Financial Security, Inc | 27,501 | $3.89M | 1.55% | −872−3.1% | Reduced |
| KFA Private Wealth Group, LLC | 27,499 | $3.89M | 2.13% | −276−1.0% | Reduced |
| Hudson Capital Management LLC | 27,476 | $3.89M | 1.56% | −1,486−5.1% | Reduced |
| Grant Street Asset Management, Inc. | 27,454 | $3.88M | 2.28% | −1,274−4.4% | Reduced |
| DT Investment Partners, LLC | 27,433 | $3.88M | 0.52% | +17,621+179.6% | Added |
| Demars Financial Group, LLC | 27,425 | $3.88M | 2.29% | −5,484−16.7% | Reduced |
| Bassett Hargrove Investment Counsel, LLC | 28,333 | $3.88M | 5.78% | 00.0% | Unchanged |
| Interactive Financial Advisors | 27,412 | $3.88M | 1.69% | +17,443+175.0% | Added |
| BT Wealth Management LLC | 27,389 | $3.88M | 1.20% | +776+2.9% | Added |
| Loveless Wealth Management LLC | 27,369 | $3.87M | 2.36% | +260+1.0% | Added |
| S. R. Schill & Associates | 27,358 | $3.87M | 1.66% | −1,956−6.7% | Reduced |
| Barton Investment Management | 27,340 | $3.87M | 0.32% | 00.0% | Unchanged |
| Syntal Capital Partners, LLC | 27,260 | $3.86M | 1.33% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 27,227 | $3.85M | 1.40% | +98+0.4% | Added |
| Jacobsen Capital Management | 27,185 | $3.85M | 1.94% | +503+1.9% | Added |
| Well Done, LLC | 28,883 | $3.83M | 0.85% | +3,305+12.9% | Added |
| Five Oceans Advisors | 27,058 | $3.83M | 4.42% | +27,058 | New |
| Reik & Co., LLC | 27,028 | $3.82M | 0.99% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 26,993 | $3.82M | 0.77% | −1,673−5.8% | Reduced |
| Northeast Financial Group, Inc. | 26,996 | $3.82M | 2.46% | −2,389−8.1% | Reduced |
| Global Strategic Investment Solutions, LLC | 26,994 | $3.82M | 0.64% | −2,981−9.9% | Reduced |
| Davy Global Fund Management Ltd | 26,969 | $3.82M | 0.58% | −46,907−63.5% | Reduced |
| Gould Asset Management LLC | 26,931 | $3.81M | 1.18% | −368−1.3% | Reduced |
| Trust Co | 26,911 | $3.81M | 0.98% | −7,640−22.1% | Reduced |
| MBA Advisors LLC | 26,802 | $3.79M | 2.80% | −358−1.3% | Reduced |
| Mountain Pacific Investment Advisers Inc | 26,707 | $3.78M | 0.23% | −993−3.6% | Reduced |
| Perpetual Investment Management Ltd | 26,692 | $3.78M | 0.48% | +1,804+7.2% | Added |
| Midwest Wealth Management Inc. | 26,686 | $3.78M | 2.60% | −447−1.6% | Reduced |
| Cassia Capital Partners, LLC | 26,686 | $3.78M | 2.60% | +23,603+765.6% | Added |
| Fiducient Advisors LLC | 26,669 | $3.77M | 1.14% | +23+0.1% | Added |
| C-J Advisory, Inc. | 26,668 | $3.77M | 2.00% | −130.0% | Reduced |
| KLCM Advisors, Inc. | 26,653 | $3.77M | 0.81% | +3,846+16.9% | Added |
| Blankinship & Foster, LLC | 26,637 | $3.77M | 1.53% | +20.0% | Added |
| Truvestments Capital LLC | 26,596 | $3.76M | 2.08% | −327−1.2% | Reduced |
| Total Clarity Wealth Management, Inc. | 26,574 | $3.76M | 1.79% | +654+2.5% | Added |
| Verus Financial Partners, Inc. | 25,592 | $3.75M | 0.56% | +92+0.4% | Added |
| Ninety One SA (PTY) Ltd | 26,294 | $3.75M | 1.46% | −281−1.1% | Reduced |
| Dohj, LLC | 25,017 | $3.75M | 1.78% | +284+1.1% | Added |
| Landmark Financial Advisors, LLC | 30,608 | $3.74M | 2.02% | +188+0.6% | Added |
| O'Brien Wealth Partners LLC | 26,425 | $3.73M | 1.30% | −5,048−16.0% | Reduced |
| Wellspring Financial Advisors, LLC | 26,354 | $3.73M | 1.12% | +303+1.2% | Added |
| Pasadena Private Wealth, LLC | 26,344 | $3.73M | 1.31% | +1,728+7.0% | Added |
| Meridian Wealth Partners, LLC | 26,308 | $3.72M | 0.77% | −355−1.3% | Reduced |
| Total Investment Management Inc | 26,307 | $3.72M | 0.93% | −1,009−3.7% | Reduced |
| Windsor Capital Management, LLC | 26,309 | $3.72M | 1.19% | −912−3.4% | Reduced |
| Mountain Capital Investment Advisors, Inc | 25,992 | $3.71M | 1.97% | −1,428−5.2% | Reduced |
| Capital Wealth Alliance, LLC | 25,565 | $3.70M | 2.25% | +428+1.7% | Added |
| GeoWealth Management, LLC | 26,154 | $3.70M | 0.31% | +10,365+65.6% | Added |
| Ategra Capital Management, LLC | 26,051 | $3.69M | 1.86% | −583−2.2% | Reduced |
| PRW Wealth Management LLC | 26,039 | $3.68M | 1.84% | −82,831−76.1% | Reduced |
| Summit Wealth & Retirement Planning, Inc. | 26,037 | $3.68M | 1.35% | −27−0.1% | Reduced |
| Private Harbour Investment Management & Counsel, LLC | 26,004 | $3.68M | 3.24% | −494−1.9% | Reduced |
| WESCAP Management Group, Inc. | 26,010 | $3.68M | 1.07% | 00.0% | Unchanged |
| Intellectus Partners, LLC | 25,989 | $3.68M | 0.89% | −4,253−14.1% | Reduced |
| WealthTrust Asset Management, LLC | 25,912 | $3.67M | 3.26% | −601−2.3% | Reduced |
| Tributary Capital Management, LLC | 25,832 | $3.65M | 0.28% | −482−1.8% | Reduced |
| VisionPoint Advisory Group, LLC | 24,136 | $3.65M | 1.63% | −279−1.1% | Reduced |
| TNF LLC | 22,066 | $3.65M | 1.57% | +22,066 | New |
| AlphaCore Capital LLC | 25,773 | $3.65M | 1.85% | +2,013+8.5% | Added |
| Trust Co of Kansas | 25,749 | $3.64M | 2.08% | −5,551−17.7% | Reduced |
| Roanoke Asset Management Corp | 25,718 | $3.64M | 1.29% | −135−0.5% | Reduced |
| Exane Derivatives | 25,683 | $3.63M | 0.91% | +1,090+4.4% | Added |
| Verition Fund Management LLC | 25,631 | $3.63M | 0.06% | −1,625,369−98.4% | Reduced |
| Interchange Capital Partners, LLC | 25,438 | $3.60M | 6.02% | −1,426−5.3% | Reduced |
| Cardinal Strategic Wealth Guidance | 25,438 | $3.60M | 1.89% | +13+0.1% | Added |
| Affinity Wealth Management LLC | 25,861 | $3.60M | 0.73% | +1,863+7.8% | Added |
| AGF Investments LLC | 25,308 | $3.58M | 0.35% | −1,915−7.0% | Reduced |
| Optimal Asset Management, Inc. | 25,268 | $3.58M | 0.45% | +48+0.2% | Added |
| Weik Capital Management | 25,255 | $3.57M | 1.48% | 00.0% | Unchanged |
| BCS Wealth Management | 25,132 | $3.56M | 1.51% | −136−0.5% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 25,125 | $3.56M | 0.78% | +2,002+8.7% | Added |
| Trellis Advisors, LLC | 25,119 | $3.55M | 1.83% | −175−0.7% | Reduced |
| Quattro Financial Advisors LLC | 23,806 | $3.55M | 0.95% | +772+3.4% | Added |
| Longitude (Cayman) Ltd. | 25,000 | $3.54M | 2.75% | −26,000−51.0% | Reduced |
| Accel Wealth Management | 24,959 | $3.53M | 2.28% | +26+0.1% | Added |
| ERn Financial, LLC | 24,927 | $3.53M | 0.90% | +3,786+17.9% | Added |
| Aspen Investment Management Inc | 24,915 | $3.52M | 1.87% | −494−1.9% | Reduced |
| Lantz Financial LLC | 24,898 | $3.52M | 1.81% | +58+0.2% | Added |
| Donoghue Forlines LLC | 24,879 | $3.52M | 0.68% | −1,819−6.8% | Reduced |
| Stewart Asset Management, LLC | 24,728 | $3.50M | 1.83% | −3,172−11.4% | Reduced |
| Strategic Capital Advisers, Inc. | 24,729 | $3.50M | 2.72% | −731−2.9% | Reduced |
| New World Advisors LLC | 23,520 | $3.50M | 1.61% | −1,196−4.8% | Reduced |
| Prudent Man Advisors, LLC | 24,695 | $3.49M | 1.32% | −237−1.0% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 24,682 | $3.49M | 1.58% | +24,682 | New |
| SAM Advisors, LLC | 24,701 | $3.48M | 1.68% | +24,701 | New |
| Ativo Capital Management LLC | 24,518 | $3.47M | 1.63% | −7,430−23.3% | Reduced |