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 |
|---|---|---|---|---|---|
| AllSquare Wealth Management LLC | 17,719 | $2.51M | 1.50% | −680−3.7% | Reduced |
| Marquette Asset Management, LLC | 17,686 | $2.50M | 0.56% | +34+0.2% | Added |
| Willis Johnson & Associates, Inc. | 17,656 | $2.50M | 0.35% | −4,850−21.5% | Reduced |
| Firestone Capital Management | 18,211 | $2.49M | 0.83% | 00.0% | Unchanged |
| First Bank & Trust | 17,600 | $2.49M | 1.14% | +69+0.4% | Added |
| Essex Private Wealth Management, LLC | 17,521 | $2.48M | 2.25% | −907−4.9% | Reduced |
| Sterling Financial Planning, Inc. | 17,522 | $2.48M | 1.58% | +916+5.5% | Added |
| Phoenix Wealth Advisors | 17,454 | $2.47M | 1.84% | −42−0.2% | Reduced |
| Opus Capital Group, LLC | 17,442 | $2.47M | 0.56% | −104−0.6% | Reduced |
| Smith & Howard Wealth Management, LLC | 17,375 | $2.46M | 1.16% | −199−1.1% | Reduced |
| Round Rock Advisors, LLC | 17,358 | $2.46M | 1.82% | −694−3.8% | Reduced |
| Retirement Income Solutions, Inc | 17,265 | $2.44M | 0.82% | −114−0.7% | Reduced |
| Capital Square, LLC | 17,074 | $2.44M | 1.73% | +232+1.4% | Added |
| Delphi Management Inc | 17,165 | $2.43M | 2.50% | −781−4.4% | Reduced |
| X-Square Capital, LLC | 17,147 | $2.42M | 1.25% | +2,744+19.1% | Added |
| U S Global Investors Inc | 17,100 | $2.42M | 0.08% | 00.0% | Unchanged |
| Newman & Schimel, LLC | 17,071 | $2.42M | 1.51% | +60.0% | Added |
| Unison Asset Management LLC | 16,965 | $2.40M | 2.14% | −53−0.3% | Reduced |
| Thrive Capital Management, LLC | 16,944 | $2.40M | 1.77% | +687+4.2% | Added |
| HMS Capital Management, LLC | 16,930 | $2.40M | 1.13% | −2,863−14.5% | Reduced |
| Aprio Wealth Management, LLC | 16,911 | $2.39M | 1.09% | +928+5.8% | Added |
| Poplar Forest Capital LLC | 16,892 | $2.39M | 0.25% | 00.0% | Unchanged |
| A. D. Beadell Investment Counsel, Inc. | 16,890 | $2.39M | 1.55% | −100−0.6% | Reduced |
| Acorn Wealth Advisors, LLC | 16,846 | $2.38M | 1.67% | −801−4.5% | Reduced |
| Opal Wealth Advisors, LLC | 16,784 | $2.38M | 2.28% | −9,237−35.5% | Reduced |
| Stonehearth Capital Management, LLC | 16,734 | $2.37M | 1.23% | +364+2.2% | Added |
| Red Cedar Capital, LLC | 16,712 | $2.37M | 1.45% | 00.0% | Unchanged |
| Marshall & Sullivan Inc | 16,682 | $2.36M | 1.23% | +1,960+13.3% | Added |
| Crestone Asset Management LLC | 16,632 | $2.35M | 0.52% | +1,338+8.7% | Added |
| Seven Springs Wealth Group, LLC | 16,620 | $2.35M | 1.15% | 00.0% | Unchanged |
| Great Point Wealth Advisors, LLC | 16,579 | $2.35M | 0.81% | −57−0.3% | Reduced |
| Eubel Brady & Suttman Asset Management Inc | 16,523 | $2.34M | 0.49% | +80+0.5% | Added |
| Greylin Investment Mangement Inc | 16,470 | $2.33M | 0.48% | +70+0.4% | Added |
| HGK Asset Management Inc | 16,464 | $2.33M | 0.76% | −925−5.3% | Reduced |
| Renasant Bank | 16,442 | $2.33M | 1.84% | −751−4.4% | Reduced |
| Sterling Manor Financial, LLC | 16,449 | $2.33M | 1.94% | +1,128+7.4% | Added |
| Elkhorn Partners Limited Partnership | 16,415 | $2.32M | 1.40% | −400−2.4% | Reduced |
| Pointe Capital Management LLC | 16,408 | $2.32M | 1.61% | −134−0.8% | Reduced |
| Versant Capital Management, Inc | 16,372 | $2.32M | 0.82% | −436−2.6% | Reduced |
| V2 Financial group LLC | 16,366 | $2.32M | 2.00% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 16,350 | $2.31M | 1.19% | −15,717−49.0% | Reduced |
| Campion Asset Management LLC | 16,285 | $2.30M | 2.05% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 16,273 | $2.30M | 0.48% | +13+0.1% | Added |
| Fenimore Asset Management Inc | 16,263 | $2.30M | 0.06% | +63+0.4% | Added |
| Raffa Wealth Management, LLC | 16,248 | $2.30M | 0.80% | +20.0% | Added |
| Rosenblum Silverman Sutton S F Inc | 16,234 | $2.30M | 0.53% | −1,542−8.7% | Reduced |
| Marathon Trading Investment Management LLC | 16,234 | $2.30M | 1.10% | +2,000+14.1% | Added |
| Parker Investment Management, LLC | 16,211 | $2.29M | 0.39% | +80+0.5% | Added |
| Concord Wealth Partners | 16,172 | $2.29M | 0.94% | −15,243−48.5% | Reduced |
| First Citizens Financial Corp | 16,155 | $2.29M | 1.82% | −2,240−12.2% | Reduced |
| Investors Research Corp | 16,140 | $2.28M | 0.77% | +334+2.1% | Added |
| Kelman-Lazarov, Inc. | 16,124 | $2.28M | 0.80% | 00.0% | Unchanged |
| Aft, Forsyth & Sober, LLC | 16,100 | $2.28M | 0.86% | +2,050+14.6% | Added |
| Activest Wealth Management | 16,071 | $2.27M | 1.51% | +1,914+13.5% | Added |
| Twin Tree Management, LP | 15,964 | $2.26M | 0.07% | −35,109−68.7% | Reduced |
| Beta Wealth Group, Inc. | 15,960 | $2.26M | 1.63% | +873+5.8% | Added |
| NinePointTwo Capital | 15,916 | $2.25M | 0.87% | 00.0% | Unchanged |
| Provident Wealth Management, LLC | 15,878 | $2.25M | 1.70% | +12,352+350.3% | Added |
| Emerald Advisors, LLC | 15,862 | $2.24M | 0.64% | +744+4.9% | Added |
| Orrstown Financial Services Inc | 15,852 | $2.24M | 3.55% | −1,881−10.6% | Reduced |
| Symons Capital Management Inc | 15,722 | $2.23M | 1.43% | −31,537−66.7% | Reduced |
| Strategic Wealth Management Inc | 15,723 | $2.23M | 1.16% | +2,925+22.9% | Added |
| Mork Capital Management, LLC | 15,700 | $2.22M | 1.89% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 15,618 | $2.21M | 1.15% | +575+3.8% | Added |
| Copperwynd Financial, LLC | 15,581 | $2.21M | 0.91% | +79+0.5% | Added |
| Stephenson National Bank & Trust | 15,571 | $2.20M | 1.41% | −600−3.7% | Reduced |
| James Hambro & Partners | 15,501 | $2.19M | 0.16% | +4,858+45.6% | Added |
| Malaga Cove Capital, LLC | 15,451 | $2.19M | 0.91% | −95−0.6% | Reduced |
| Cornercap Investment Counsel Inc | 15,432 | $2.18M | 0.25% | −1,800−10.4% | Reduced |
| Professional Financial Advisors, LLC | 15,434 | $2.18M | 1.25% | +1,978+14.7% | Added |
| Mraz, Amerine & Associates, Inc. | 15,392 | $2.18M | 0.59% | −376−2.4% | Reduced |
| Veritas Investment Partners (UK) Ltd. | 15,405 | $2.18M | 0.07% | 00.0% | Unchanged |
| Investment Management Associates Inc | 15,380 | $2.18M | 1.15% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 15,352 | $2.17M | 0.64% | +10.0% | Added |
| Tealwood Asset Management Inc | 15,349 | $2.17M | 0.88% | +15,349 | New |
| Soundmark Wealth Management, LLC | 15,344 | $2.17M | 0.78% | +799+5.5% | Added |
| Wealth Advisors of Iowa, LLC | 15,317 | $2.17M | 1.18% | +61+0.4% | Added |
| HM Capital Management, LLC | 15,280 | $2.16M | 0.94% | +2,405+18.7% | Added |
| S&T Bank | 15,244 | $2.16M | 0.33% | −148−1.0% | Reduced |
| Corundum Group, Inc. | 15,216 | $2.15M | 1.60% | −56−0.4% | Reduced |
| Garrett Investment Advisors LLC | 15,173 | $2.15M | 0.70% | −2,473−14.0% | Reduced |
| Ade, LLC | 15,165 | $2.15M | 1.96% | +341+2.3% | Added |
| FSB Premier Wealth Management, Inc. | 15,119 | $2.14M | 1.07% | −1,061−6.6% | Reduced |
| Clearview Wealth Advisors LLC | 15,077 | $2.13M | 1.35% | −717−4.5% | Reduced |
| New England Guild Wealth Advisors, Inc. | 14,877 | $2.10M | 1.12% | +180+1.2% | Added |
| Madrona Financial Services, LLC | 14,799 | $2.09M | 0.99% | +8+0.1% | Added |
| Bramshill Investments, LLC | 14,703 | $2.08M | 0.18% | −12,425−45.8% | Reduced |
| Portfolio Strategies, Inc. | 14,702 | $2.08M | 0.42% | +102+0.7% | Added |
| Benedetti & Gucer, Inc. | 14,680 | $2.08M | 1.58% | +327+2.3% | Added |
| FOCUS Wealth Advisors, LLC | 14,609 | $2.07M | 1.40% | +71+0.5% | Added |
| FSA Wealth Management LLC | 14,572 | $2.06M | 1.28% | +981+7.2% | Added |
| Cedar Wealth Management, LLC | 14,517 | $2.05M | 0.91% | −67−0.5% | Reduced |
| OPSEU Pension Plan Trust Fund | 14,623 | $2.05M | 0.52% | −243−1.6% | Reduced |
| Systematic Financial Management LP | 14,480 | $2.05M | 0.06% | 00.0% | Unchanged |
| Chicago Wealth Management, Inc. | 14,470 | $2.05M | 1.49% | −335−2.3% | Reduced |
| SWS Partners | 14,443 | $2.04M | 1.27% | −30−0.2% | Reduced |
| Freedman Financial Associates, Inc. | 14,392 | $2.04M | 1.49% | +434+3.1% | Added |
| Vaughan & Co Securities, Inc. | 14,341 | $2.03M | 1.52% | −245−1.7% | Reduced |
| Penbrook Management LLC | 14,336 | $2.03M | 1.28% | 00.0% | Unchanged |
| Orgel Wealth Management, LLC | 14,273 | $2.02M | 0.23% | +2,225+18.5% | Added |