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 |
|---|---|---|---|---|---|
| Palumbo Wealth Management LLC | 24,484 | $3.46M | 2.28% | −232−0.9% | Reduced |
| Sterling Investment Management, Inc. | 24,451 | $3.46M | 2.21% | +708+3.0% | Added |
| Fortis Capital Management LLC | 24,414 | $3.46M | 2.01% | −4,809−16.5% | Reduced |
| BIT Capital GmbH | 24,406 | $3.45M | 0.20% | +4,123+20.3% | Added |
| Paragon Capital Management Ltd | 24,365 | $3.45M | 0.59% | +50.0% | Added |
| Peavine Capital, LLC | 24,360 | $3.45M | 0.70% | 00.0% | Unchanged |
| Boit C F David | 24,130 | $3.44M | 2.36% | 00.0% | Unchanged |
| Red Cedar Investment Management, LLC | 24,228 | $3.43M | 0.45% | 00.0% | Unchanged |
| Zeke Capital Advisors, LLC | 24,222 | $3.43M | 0.20% | +2,444+11.2% | Added |
| Sustainable Insight Capital Management, LLC | 24,172 | $3.42M | 2.19% | +2,792+13.1% | Added |
| Eads & Heald Wealth Management | 24,136 | $3.42M | 1.65% | −1,280−5.0% | Reduced |
| Doliver Advisors, LP | 24,120 | $3.41M | 1.15% | +2,685+12.5% | Added |
| OmniStar Financial Group, Inc. | 24,091 | $3.41M | 4.03% | +24,091 | New |
| Coyle Financial Counsel LLC | 24,053 | $3.40M | 1.99% | +12,112+101.4% | Added |
| Richard P Slaughter Associates Inc | 24,036 | $3.40M | 1.35% | +765+3.3% | Added |
| Colton Groome Financial Advisors, LLC | 23,993 | $3.40M | 1.48% | −50−0.2% | Reduced |
| Eldridge Investment Advisors, Inc. | 23,969 | $3.39M | 1.21% | −25−0.1% | Reduced |
| Cidel Asset Management Inc | 23,968 | $3.39M | 0.14% | 00.0% | Unchanged |
| Pettinga Financial Advisors, LLC | 23,967 | $3.39M | 0.86% | +170+0.7% | Added |
| Simplex Trading, LLC | 24,700 | $3.39M | 0.12% | 00.0% | Unchanged |
| Altman Advisors, Inc. | 22,574 | $3.38M | 1.87% | −338−1.5% | Reduced |
| BigSur Wealth Management LLC | 23,861 | $3.38M | 1.52% | −4,115−14.7% | Reduced |
| Monticello Wealth Management, LLC | 23,857 | $3.38M | 0.33% | +136+0.6% | Added |
| Wade Financial Advisory, Inc | 23,819 | $3.37M | 1.90% | −5,821−19.6% | Reduced |
| ICW Investment Advisors LLC | 23,795 | $3.37M | 2.17% | −69−0.3% | Reduced |
| Campbell Wealth Management | 23,733 | $3.36M | 0.45% | −1,031−4.2% | Reduced |
| Vickerman Investment Advisors, Inc. | 23,673 | $3.35M | 1.34% | +23,673 | New |
| Oxinas Partners Wealth Management LLC | 23,624 | $3.34M | 1.94% | −1,279−5.1% | Reduced |
| S.A. Mason LLC | 23,620 | $3.34M | 2.20% | +746+3.3% | Added |
| Tennessee Valley Asset Management Partners | 23,611 | $3.34M | 1.27% | +36+0.2% | Added |
| Cookson Peirce & Co Inc | 23,591 | $3.34M | 0.20% | −3,285−12.2% | Reduced |
| Financial Advisors, LLC | 23,540 | $3.33M | 1.13% | +80.0% | Added |
| F3Logic, LLC | 23,428 | $3.31M | 0.43% | +716+3.2% | Added |
| Managed Account Services Inc | 23,349 | $3.30M | 0.87% | −705−2.9% | Reduced |
| Epiq Partners, LLC | 23,336 | $3.30M | 1.52% | −232−1.0% | Reduced |
| Bell Investment Advisors, Inc | 23,334 | $3.30M | 0.98% | +23,334 | New |
| Human Investing LLC | 23,331 | $3.30M | 0.78% | −168−0.7% | Reduced |
| Private Wealth Advisors | 21,034 | $3.30M | 1.01% | −107−0.5% | Reduced |
| Annapolis Financial Services, LLC | 23,277 | $3.29M | 1.09% | +202+0.9% | Added |
| Paradigm, Strategies in Wealth Management, LLC | 23,244 | $3.29M | 3.11% | −466−2.0% | Reduced |
| Alliance Wealth Advisors, LLC | 23,203 | $3.28M | 2.91% | −100−0.4% | Reduced |
| Cahaba Wealth Management, Inc. | 23,184 | $3.28M | 0.48% | +10,044+76.4% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 23,050 | $3.26M | 2.37% | −1,095−4.5% | Reduced |
| John W. Brooker & Co., CPAs | 23,034 | $3.26M | 1.84% | −108−0.5% | Reduced |
| Community Capital Management, Inc. | 23,000 | $3.25M | 3.37% | 00.0% | Unchanged |
| QVR LLC | 22,977 | $3.25M | 6.65% | +22,977 | New |
| PAX Financial Group, LLC | 22,909 | $3.24M | 0.79% | −541−2.3% | Reduced |
| Liberty One Investment Management, LLC | 22,907 | $3.24M | 0.55% | −701−3.0% | Reduced |
| Ford Financial Group, LLC | 22,888 | $3.24M | 1.25% | +90.0% | Added |
| WESPAC Advisors, LLC | 22,871 | $3.24M | 2.00% | +16,943+285.8% | Added |
| Alpha Family Trust | 22,850 | $3.23M | 1.05% | 00.0% | Unchanged |
| Shoker Investment Counsel, Inc. | 22,848 | $3.23M | 1.61% | +237+1.0% | Added |
| Scharf Investments, LLC | 22,844 | $3.23M | 0.10% | −722−3.1% | Reduced |
| Hardy Reed LLC | 22,838 | $3.23M | 0.57% | −444−1.9% | Reduced |
| Beirne Wealth Consulting Services, LLC | 22,736 | $3.21M | 1.83% | −2,000−8.1% | Reduced |
| Pinnacle Holdings, LLC | 22,718 | $3.21M | 1.41% | −1,222−5.1% | Reduced |
| Capital Planning LLC | 22,619 | $3.20M | 1.31% | −282−1.2% | Reduced |
| Odey Asset Management Group Ltd | 22,600 | $3.20M | 0.85% | 00.0% | Unchanged |
| Jump Financial, LLC | 22,593 | $3.20M | 0.23% | −28,980−56.2% | Reduced |
| Camden National Bank | 22,582 | $3.19M | 0.62% | +1,935+9.4% | Added |
| M. Kraus & Co | 22,543 | $3.19M | 1.14% | +411+1.9% | Added |
| Navellier & Associates Inc | 22,529 | $3.19M | 0.48% | +12,243+119.0% | Added |
| Mosaic Advisors LLC | 22,518 | $3.19M | 2.12% | −10,158−31.1% | Reduced |
| Atlas Principals, LLC | 22,500 | $3.18M | 2.80% | −12,500−35.7% | Reduced |
| Schulhoff & Co Inc | 22,482 | $3.18M | 1.43% | +75+0.3% | Added |
| Monument Capital Management | 22,424 | $3.17M | 1.08% | −1,664−6.9% | Reduced |
| Hennessy Advisors Inc | 22,397 | $3.17M | 0.19% | −678−2.9% | Reduced |
| Two Sigma Securities, LLC | 22,366 | $3.17M | 0.65% | +10,323+85.7% | Added |
| First Mercantile Trust Co | 22,320 | $3.16M | 0.42% | −870−3.8% | Reduced |
| Shilanski & Associates, Inc. | 22,237 | $3.15M | 1.47% | −437−1.9% | Reduced |
| Element Pointe Advisors, LLC | 22,187 | $3.14M | 1.06% | −238−1.1% | Reduced |
| Townsend & Associates, Inc | 21,912 | $3.13M | 1.54% | −675−3.0% | Reduced |
| Peregrine Asset Advisers, Inc. | 22,042 | $3.12M | 1.59% | −15,113−40.7% | Reduced |
| Morningstar Investment Services LLC | 21,760 | $3.11M | 0.04% | +887+4.2% | Added |
| Alpha DNA Investment Management LLC | 21,869 | $3.09M | 2.17% | +12,402+131.0% | Added |
| Birmingham Capital Management Co Inc | 21,822 | $3.09M | 1.18% | −100−0.5% | Reduced |
| Cox Capital Mgt LLC | 21,809 | $3.09M | 2.08% | −519−2.3% | Reduced |
| Palouse Capital Management, Inc. | 21,795 | $3.08M | 1.37% | −453−2.0% | Reduced |
| Matthew Goff Investment Advisor, LLC | 21,778 | $3.08M | 0.76% | +6,695+44.4% | Added |
| Echo Wealth Management, LLC | 21,532 | $3.08M | 3.65% | −723−3.2% | Reduced |
| Islay Capital Management, LLC | 21,748 | $3.08M | 2.37% | +91+0.4% | Added |
| Berkshire Money Management, Inc. | 21,674 | $3.07M | 0.49% | −743−3.3% | Reduced |
| Litman Gregory Asset Management LLC | 21,658 | $3.06M | 0.58% | +18,479+581.3% | Added |
| Clark Financial Advisors | 21,632 | $3.06M | 2.79% | +40.0% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 21,595 | $3.06M | 2.03% | −104−0.5% | Reduced |
| Morris Retirement Advisors, LLC | 21,579 | $3.05M | 2.59% | +241+1.1% | Added |
| Colrain Capital LLC | 21,500 | $3.04M | 5.70% | 00.0% | Unchanged |
| South Shore Capital Advisors | 21,441 | $3.04M | 5.58% | +200+0.9% | Added |
| Legacy Wealth Asset Management, LLC | 21,427 | $3.03M | 1.39% | +116+0.5% | Added |
| TMD Wealth Management, LLC | 21,417 | $3.03M | 1.27% | −209−1.0% | Reduced |
| Salomon & Ludwin, LLC | 21,416 | $3.03M | 0.47% | +5,398+33.7% | Added |
| Prostatis Group LLC | 21,332 | $3.02M | 1.80% | +551+2.7% | Added |
| Hamilton Capital, LLC | 21,311 | $3.02M | 0.26% | +840+4.1% | Added |
| Proffitt & Goodson Inc | 21,307 | $3.02M | 0.55% | +132+0.6% | Added |
| Legacy Bridge, LLC | 21,275 | $3.01M | 1.74% | +200+0.9% | Added |
| TD Capital Management LLC | 21,188 | $3.00M | 0.37% | −78−0.4% | Reduced |
| MEMBERS Trust Co | 20,911 | $2.99M | 0.09% | −2,218−9.6% | Reduced |
| Loudon Investment Management, LLC | 21,094 | $2.98M | 2.12% | −575−2.7% | Reduced |
| Kendall Capital Management | 21,095 | $2.98M | 1.61% | −460−2.1% | Reduced |
| HC Advisors, LLC | 20,886 | $2.96M | 1.94% | −159−0.8% | Reduced |