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 7 sales; 6,150 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 | 6,150 | $2.80T |
| Q1 2026 | 6,134 | $2.40T |
| Q4 2025 | 6,130 | $2.61T |
| Q3 2025 | 5,616 | $2.35T |
| Q2 2025 | 5,599 | $1.93T |
| Q1 2025 | 5,607 | $2.08T |
| Q4 2024 | 5,671 | $2.36T |
| Q3 2024 | 5,105 | $2.17T |
| Q2 2024 | 5,132 | $1.98T |
| Q1 2024 | 5,023 | $1.61T |
| Q4 2023 | 4,976 | $1.81T |
| Q3 2023 | 4,618 | $1.60T |
| Q2 2023 | 4,594 | $1.82T |
| Q1 2023 | 4,524 | $1.55T |
| Q4 2022 | 4,555 | $1.21T |
| Q3 2022 | 4,346 | $1.29T |
| Q2 2022 | 4,339 | $1.28T |
| Q1 2022 | 4,390 | $1.66T |
| Q4 2021 | 4,402 | $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 |
|---|---|---|---|---|---|
| U.S. Capital Wealth Advisors, LLC | 381,010 | $53.9M | 2.34% | +381,010 | New |
| Smith, Salley & Associates | 380,356 | $53.8M | 4.24% | +5,819+1.6% | Added |
| S&CO Inc | 379,482 | $53.7M | 4.19% | −9,854−2.5% | Reduced |
| Allstate Corp | 379,390 | $53.7M | 2.22% | −33,650−8.1% | Reduced |
| Baldwin Brothers Inc | 376,238 | $53.2M | 5.91% | −3,038−0.8% | Reduced |
| Farr Miller & Washington LLC | 376,213 | $53.2M | 3.47% | −4,888−1.3% | Reduced |
| Middleton & Co Inc | 376,205 | $53.2M | 5.70% | −10,020−2.6% | Reduced |
| Venture Visionary Partners LLC | 376,032 | $53.2M | 3.79% | +30,838+8.9% | Added |
| Wedgewood Partners Inc | 375,367 | $53.1M | 7.49% | −4,195−1.1% | Reduced |
| Lannebo Fonder AB | 375,000 | $53.1M | 6.58% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 374,707 | $53.0M | 1.74% | +21,861+6.2% | Added |
| Principle Wealth Partners LLC | 372,953 | $52.8M | 6.09% | +783+0.2% | Added |
| Mizuho Markets Cayman LP | 370,990 | $52.5M | 4.76% | +17,457+4.9% | Added |
| Main Street Research LLC | 370,481 | $52.4M | 4.59% | +11,983+3.3% | Added |
| Kinneret Advisory, LLC | 368,852 | $52.2M | 6.13% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 368,744 | $52.2M | 0.06% | −15,972−4.2% | Reduced |
| ZWJ Investment Counsel Inc | 368,488 | $52.1M | 2.95% | +10,502+2.9% | Added |
| Signaturefd, LLC | 367,740 | $52.0M | 1.80% | +21,384+6.2% | Added |
| Lowe Brockenbrough & Co Inc | 367,009 | $51.9M | 4.04% | −22,977−5.9% | Reduced |
| Connectus Wealth, LLC | 366,122 | $51.8M | 5.80% | −3,075−0.8% | Reduced |
| Freestone Capital Holdings, LLC | 366,003 | $51.8M | 2.60% | −12,823−3.4% | Reduced |
| Moneta Group Investment Advisors LLC | 365,795 | $51.8M | 2.39% | −1,436−0.4% | Reduced |
| Lee Danner & Bass Inc | 365,412 | $51.7M | 4.77% | −38,956−9.6% | Reduced |
| Am Investment Strategies LLC | 365,263 | $51.7M | 13.55% | +386+0.1% | Added |
| Beaumont Financial Partners, LLC | 365,198 | $51.7M | 3.99% | −15,654−4.1% | Reduced |
| Kanawha Capital Management LLC | 364,916 | $51.6M | 4.78% | −8,576−2.3% | Reduced |
| Private Capital Advisors, Inc. | 363,741 | $51.5M | 8.57% | −3,448−0.9% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 363,612 | $51.5M | 2.02% | +2,467+0.7% | Added |
| Apollon Wealth Management, LLC | 362,818 | $51.3M | 7.04% | +35,351+10.8% | Added |
| Vancity Investment Management Ltd | 362,723 | $51.3M | 6.56% | +2,533+0.7% | Added |
| Academy Capital Management Inc | 362,210 | $51.3M | 8.24% | +362,210 | New |
| Penserra Capital Management LLC | 362,079 | $51.2M | 1.06% | +52,460+16.9% | Added |
| IHT Wealth Management, LLC | 361,454 | $51.1M | 4.16% | −37,893−9.5% | Reduced |
| Toroso Investments, LLC | 360,778 | $51.1M | 1.91% | +60,666+20.2% | Added |
| Welch Group, LLC | 360,637 | $51.0M | 3.45% | −3,493−1.0% | Reduced |
| Beese Fulmer Investment Management, Inc. | 360,171 | $51.0M | 5.74% | −3,229−0.9% | Reduced |
| Montag A & Associates Inc | 359,467 | $50.9M | 2.73% | +10,557+3.0% | Added |
| World Asset Management Inc | 359,091 | $50.8M | 5.04% | −25,534−6.6% | Reduced |
| Wendell David Associates Inc | 358,213 | $50.7M | 5.65% | −4,620−1.3% | Reduced |
| Oak Associates, Ltd | 356,802 | $50.5M | 2.87% | −388−0.1% | Reduced |
| Clearstead Advisors, LLC | 356,734 | $50.5M | 3.78% | −8,047−2.2% | Reduced |
| LaFleur & Godfrey LLC | 356,625 | $50.5M | 6.97% | +4,794+1.4% | Added |
| Grassi Investment Management | 356,455 | $50.4M | 5.67% | −618−0.2% | Reduced |
| McDaniel Terry & Co | 356,441 | $50.4M | 5.88% | +1,590+0.4% | Added |
| CSM Advisors, LLC | 356,232 | $50.4M | 3.76% | −4,540−1.3% | Reduced |
| Compton Capital Management Inc | 355,896 | $50.4M | 14.78% | −5,335−1.5% | Reduced |
| Courier Capital LLC | 355,733 | $50.3M | 4.79% | −11,378−3.1% | Reduced |
| Rothschild Investment Corp | 353,612 | $50.0M | 4.20% | −49,215−12.2% | Reduced |
| Cito Capital Group, LLC | 353,166 | $50.0M | 23.37% | −2,050−0.6% | Reduced |
| Avidian Wealth Solutions, LLC | 352,950 | $49.9M | 3.81% | +11,201+3.3% | Added |
| Dixon Mitchell Investment Counsel Inc. | 352,627 | $49.9M | 3.50% | +8,832+2.6% | Added |
| Davidson Investment Advisors | 352,242 | $49.8M | 3.88% | −49,914−12.4% | Reduced |
| Greenwich Wealth Management LLC | 351,758 | $49.8M | 4.14% | +8,184+2.4% | Added |
| Hexavest Inc. | 351,652 | $49.8M | 3.03% | −66,125−15.8% | Reduced |
| Everence Capital Management Inc | 351,448 | $49.7M | 4.08% | 00.0% | Unchanged |
| GW Henssler & Associates Ltd | 351,037 | $49.7M | 3.45% | −2,920−0.8% | Reduced |
| Evergreen Capital Management LLC | 350,574 | $49.6M | 2.24% | −33,584−8.7% | Reduced |
| Guardian Capital LP | 350,297 | $49.6M | 1.03% | −758−0.2% | Reduced |
| RMB Capital Management, LLC | 350,170 | $49.5M | 1.63% | +26,340+8.1% | Added |
| TRB Advisors LP | 350,000 | $49.5M | 17.92% | 00.0% | Unchanged |
| MainStreet Investment Advisors LLC | 349,670 | $49.5M | 4.76% | −27,127−7.2% | Reduced |
| B. Riley Wealth Management, Inc. | 358,222 | $49.4M | 3.80% | +8,302+2.4% | Added |
| General American Investors Co Inc | 348,000 | $49.2M | 4.18% | 00.0% | Unchanged |
| Violich Capital Management, Inc. | 347,459 | $49.2M | 7.91% | +8,676+2.6% | Added |
| Northeast Financial Consultants Inc | 347,245 | $49.1M | 3.28% | −11,063−3.1% | Reduced |
| TCTC Holdings, LLC | 346,412 | $49.0M | 2.26% | +3,526+1.0% | Added |
| Edgewood Management LLC | 346,083 | $49.0M | 0.08% | −24,534−6.6% | Reduced |
| Cornerstone Wealth Management, LLC | 345,477 | $48.9M | 5.20% | −420−0.1% | Reduced |
| Northwest & Ethical Investments L.P. | 345,157 | $48.8M | 1.59% | −1,459−0.4% | Reduced |
| Baker Avenue Asset Management, LP | 344,552 | $48.8M | 2.84% | −3,334−1.0% | Reduced |
| Thompson Siegel & Walmsley LLC | 342,989 | $48.5M | 0.70% | −2,826−0.8% | Reduced |
| Opes Wealth Management LLC | 342,816 | $48.5M | 17.16% | +4,604+1.4% | Added |
| HBK Sorce Advisory LLC | 342,764 | $48.5M | 2.67% | +4,190+1.2% | Added |
| Carroll Financial Associates, Inc. | 341,775 | $48.4M | 2.70% | +3,248+1.0% | Added |
| Bath Savings Trust Co | 341,754 | $48.4M | 5.59% | −7,067−2.0% | Reduced |
| Allworth Financial LP | 341,386 | $48.3M | 0.81% | +106,749+45.5% | Added |
| Sowell Financial Services LLC | 340,760 | $48.2M | 3.26% | −9,215−2.6% | Reduced |
| Dynamic Advisor Solutions LLC | 337,236 | $47.7M | 3.59% | +21,606+6.8% | Added |
| Kore Private Wealth LLC | 336,489 | $47.6M | 5.01% | +11,785+3.6% | Added |
| WMS Partners, LLC | 335,417 | $47.5M | 6.96% | −7,353−2.1% | Reduced |
| Wintrust Investments LLC | 334,831 | $47.4M | 6.40% | +4,430+1.3% | Added |
| Reilly Financial Advisors, LLC | 334,705 | $47.4M | 4.07% | +684+0.2% | Added |
| Fulton Bank, N.A. | 334,360 | $47.3M | 2.20% | +528+0.2% | Added |
| Signature Estate & Investment Advisors LLC | 333,945 | $47.3M | 2.31% | −16,642−4.7% | Reduced |
| Alleghany Corp | 333,856 | $47.2M | 1.46% | 00.0% | Unchanged |
| Tdam USA Inc. | 332,673 | $47.1M | 3.10% | −7,217−2.1% | Reduced |
| Twin Capital Management Inc | 331,550 | $46.9M | 4.81% | −33,825−9.3% | Reduced |
| Edmond de Rothschild Holding S.A. | 330,902 | $46.8M | 1.08% | +20,950+6.8% | Added |
| Hardman Johnston Global Advisors LLC | 330,779 | $46.8M | 1.26% | −5,153−1.5% | Reduced |
| Hartline Investment Corp | 330,624 | $46.8M | 6.51% | −36,705−10.0% | Reduced |
| Stillwater Capital Advisors, LLC | 330,390 | $46.8M | 7.70% | −4,683−1.4% | Reduced |
| Wealthspire Advisors, LLC | 330,028 | $46.7M | 0.97% | +164,199+99.0% | Added |
| Fulton Breakefield Broenniman LLC | 329,511 | $46.6M | 3.99% | −3,377−1.0% | Reduced |
| BLB&B Advisors, LLC | 328,688 | $46.5M | 3.11% | +6,394+2.0% | Added |
| Amica Mutual Insurance Co | 328,624 | $46.5M | 4.85% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 328,152 | $46.4M | 6.15% | +15,419+4.9% | Added |
| Jones Financial Companies LLLP | 327,918 | $46.4M | 0.07% | −8,253−2.5% | Reduced |
| Oakworth Capital, Inc. | 327,156 | $46.3M | 4.47% | +1,006+0.3% | Added |
| Charter Trust Co | 327,078 | $46.3M | 4.33% | −7,042−2.1% | Reduced |
| South State Corp. | 325,473 | $46.1M | 3.87% | −1,830−0.6% | Reduced |