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 |
|---|---|---|---|---|---|
| Laurel Wealth Advisors, Inc. | 325,089 | $46.0M | 8.45% | −12,354−3.7% | Reduced |
| Avenir Corp | 324,604 | $45.9M | 3.86% | −14,962−4.4% | Reduced |
| Clare Market Investments LLC | 324,062 | $45.9M | 13.74% | +29,127+9.9% | Added |
| Choate Investment Advisors | 323,051 | $45.7M | 2.92% | −22,797−6.6% | Reduced |
| CFM Wealth Partners LLC | 322,961 | $45.7M | 11.49% | +336+0.1% | Added |
| Mastrapasqua Asset Management Inc | 322,795 | $45.7M | 4.99% | −11,285−3.4% | Reduced |
| Forte Capital LLC | 322,250 | $45.6M | 6.18% | −1,091−0.3% | Reduced |
| Crake Asset Management LLP | 322,060 | $45.6M | 2.49% | −479,000−59.8% | Reduced |
| Narwhal Capital Management | 321,962 | $45.6M | 5.76% | −3,322−1.0% | Reduced |
| CAPROCK Group, Inc. | 321,708 | $45.5M | 4.07% | +77,115+31.5% | Added |
| Corient Capital Partners, LLC | 321,231 | $45.5M | 3.33% | +16,375+5.4% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 320,044 | $45.3M | 2.58% | +16,324+5.4% | Added |
| LMR Partners LLP | 319,159 | $45.2M | 0.63% | −155,693−32.8% | Reduced |
| Oak Grove Capital LLC | 318,110 | $45.0M | 10.06% | −11,154−3.4% | Reduced |
| Suncoast Equity Management | 317,849 | $45.0M | 6.29% | −15,997−4.8% | Reduced |
| Stonebridge Capital Advisors LLC | 317,234 | $44.9M | 5.46% | +21,515+7.3% | Added |
| Jaffetilchin Investment Partners, LLC | 317,226 | $44.9M | 4.77% | +4,222+1.3% | Added |
| Independent Financial Group, LLC | 316,881 | $44.8M | 4.58% | +20,381+6.9% | Added |
| Aspiriant, LLC | 315,451 | $44.6M | 2.62% | −5,303−1.7% | Reduced |
| Doyle Wealth Management | 314,764 | $44.5M | 3.54% | −10,697−3.3% | Reduced |
| MPS Loria Financial Planners, LLC | 314,470 | $44.5M | 20.38% | −1,069−0.3% | Reduced |
| Nomura Holdings Inc | 299,180 | $44.3M | 0.33% | −130,968−30.4% | Reduced |
| Southeast Asset Advisors Inc. | 312,776 | $44.3M | 7.26% | −1,188−0.4% | Reduced |
| LSV Asset Management | 312,448 | $44.2M | 0.08% | −300−0.1% | Reduced |
| International Assets Investment Management, LLC | 369,820 | $44.2M | 7.91% | +3,606+1.0% | Added |
| ACG Wealth | 311,809 | $44.1M | 5.80% | −11,102−3.4% | Reduced |
| Aptus Capital Advisors, LLC | 311,606 | $44.1M | 1.74% | +33,868+12.2% | Added |
| Seizert Capital Partners, LLC | 311,239 | $44.0M | 2.02% | +6,333+2.1% | Added |
| Leavell Investment Management, Inc. | 310,999 | $44.0M | 3.28% | −8,910−2.8% | Reduced |
| Hallmark Capital Management Inc | 310,703 | $44.0M | 3.83% | −10,169−3.2% | Reduced |
| Atlantic Union Bankshares Corp | 310,557 | $43.9M | 4.14% | +1,985+0.6% | Added |
| Alerus Financial NA | 309,846 | $43.8M | 3.99% | −4,965−1.6% | Reduced |
| Thomasville National Bank | 308,457 | $43.6M | 4.52% | −20,597−6.3% | Reduced |
| Cincinnati Specialty Underwriters Insurance CO | 308,000 | $43.6M | 17.54% | 00.0% | Unchanged |
| Papp L Roy & Associates | 307,710 | $43.5M | 5.53% | −9,824−3.1% | Reduced |
| Gluskin Sheff & Assoc Inc | 307,634 | $43.5M | 1.82% | +1,863+0.6% | Added |
| KMG Fiduciary Partners, LLC | 307,597 | $43.5M | 7.41% | +5,629+1.9% | Added |
| Savant Capital, LLC | 307,490 | $43.5M | 1.59% | +22,712+8.0% | Added |
| Levin Capital Strategies, L.P. | 307,150 | $43.5M | 4.45% | −792−0.3% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 306,500 | $43.4M | 3.90% | +876+0.3% | Added |
| Vestcor Inc | 306,038 | $43.3M | 1.57% | −36,191−10.6% | Reduced |
| Vigilant Capital Management, LLC | 305,631 | $43.2M | 3.46% | −2,851−0.9% | Reduced |
| Coldstream Capital Management Inc | 373,375 | $43.2M | 2.10% | +17,805+5.0% | Added |
| Sumitomo Life Insurance Co | 305,141 | $43.2M | 1.16% | −25,216−7.6% | Reduced |
| Jacobs & Co | 305,108 | $43.2M | 4.97% | −549−0.2% | Reduced |
| Hemenway Trust Co LLC | 304,289 | $43.1M | 4.35% | −3,204−1.0% | Reduced |
| Todd Asset Management LLC | 302,799 | $42.8M | 0.98% | −2,067−0.7% | Reduced |
| Biondo Investment Advisors, LLC | 302,207 | $42.8M | 7.34% | −987−0.3% | Reduced |
| SCS Capital Management LLC | 301,260 | $42.6M | 0.91% | 00.0% | Unchanged |
| Wealth Advisors, Inc. | 305,081 | $42.4M | 16.74% | −669−0.2% | Reduced |
| Ar Asset Management Inc | 299,640 | $42.4M | 11.87% | −3,150−1.0% | Reduced |
| Moody Lynn & Lieberson, LLC | 299,350 | $42.4M | 3.17% | −2,570−0.9% | Reduced |
| DDD Partners, LLC | 299,262 | $42.3M | 6.34% | +1,806+0.6% | Added |
| Roundview Capital LLC | 298,040 | $42.2M | 4.65% | +3,545+1.2% | Added |
| Heritage Wealth Advisors | 295,990 | $41.9M | 2.57% | −210.0% | Reduced |
| Essex Financial Services, Inc. | 295,570 | $41.8M | 4.78% | +55,206+23.0% | Added |
| Resource Management, LLC | 295,434 | $41.8M | 4.77% | −3,193−1.1% | Reduced |
| Van Hulzen Asset Management, LLC | 294,537 | $41.7M | 6.20% | −367−0.1% | Reduced |
| Marble Harbor Investment Counsel, LLC | 294,444 | $41.7M | 5.61% | −4,300−1.4% | Reduced |
| BBR Partners, LLC | 294,089 | $41.6M | 3.44% | +4,999+1.7% | Added |
| NEXT Financial Group, Inc | 292,948 | $41.5M | 3.23% | +11,355+4.0% | Added |
| NJ State Employees Deferred Compensation Plan | 292,800 | $41.4M | 5.62% | 00.0% | Unchanged |
| Montag & Caldwell, LLC | 292,057 | $41.3M | 3.81% | −77,901−21.1% | Reduced |
| IndexIQ Advisors LLC | 292,034 | $41.3M | 1.38% | +12,199+4.4% | Added |
| Ontario Teachers Pension Plan Board | 292,000 | $41.3M | 0.16% | −3,089−1.0% | Reduced |
| Sonora Investment Management, LLC | 291,908 | $41.3M | 5.18% | −11,566−3.8% | Reduced |
| Altium Wealth Management LLC | 290,963 | $41.2M | 2.94% | +6,650+2.3% | Added |
| First Citizens Bank & Trust Co | 289,570 | $41.0M | 1.96% | −14,823−4.9% | Reduced |
| Hoey Investments, Inc | 288,689 | $40.9M | 12.66% | +9,438+3.4% | Added |
| TownSquare Capital, LLC | 288,222 | $40.8M | 1.17% | +32,584+12.7% | Added |
| Telos Capital Management, Inc. | 287,440 | $40.7M | 5.57% | −5,838−2.0% | Reduced |
| Resources Management Corp | 287,322 | $40.7M | 5.85% | −5,505−1.9% | Reduced |
| SOA Wealth Advisors, LLC. | 285,560 | $40.4M | 10.35% | +7,189+2.6% | Added |
| Boston Common Asset Management, LLC | 285,373 | $40.4M | 1.75% | −3,468−1.2% | Reduced |
| Arvest Bank Trust Division | 284,075 | $40.2M | 2.25% | −10,471−3.6% | Reduced |
| Baker Chad R | 284,000 | $40.2M | 9.01% | 00.0% | Unchanged |
| Mengis Capital Management, Inc. | 283,890 | $40.2M | 8.44% | −7,323−2.5% | Reduced |
| Archon Partners LLC | 283,000 | $40.0M | 5.23% | 00.0% | Unchanged |
| Webster Bank, N. A. | 282,482 | $40.0M | 4.46% | −14,923−5.0% | Reduced |
| Amussen Hunsaker Associates LLC | 281,334 | $39.8M | 10.97% | +6,129+2.2% | Added |
| Capula Management Ltd | 280,837 | $39.7M | 3.07% | +237,046+541.3% | Added |
| RB Capital Management, LLC | 277,728 | $39.3M | 14.77% | +7,916+2.9% | Added |
| Apriem Advisors | 277,481 | $39.3M | 5.63% | +1,427+0.5% | Added |
| Aviance Capital Partners, LLC | 277,307 | $39.2M | 6.93% | −4,466−1.6% | Reduced |
| First Nebraska Trust Co | 277,179 | $39.2M | 5.13% | +151+0.1% | Added |
| Osborne Partners Capital Management, LLC | 277,115 | $39.2M | 3.15% | +1,102+0.4% | Added |
| First Quadrant L P | 275,341 | $39.0M | 4.55% | +1,036+0.4% | Added |
| Wesleyan Assurance Society | 274,600 | $38.8M | 4.96% | 00.0% | Unchanged |
| Bragg Financial Advisors, Inc | 273,845 | $38.7M | 2.48% | +15,326+5.9% | Added |
| Meridian Wealth Management, LLC | 273,829 | $38.7M | 4.78% | +4,490+1.7% | Added |
| Blackhill Capital Inc | 273,800 | $38.7M | 3.35% | 00.0% | Unchanged |
| E Fund Management Co., Ltd. | 273,444 | $38.7M | 1.62% | +273,444 | New |
| Telemus Capital, LLC | 272,946 | $38.6M | 3.27% | −92,958−25.4% | Reduced |
| Renaissance Group LLC | 272,423 | $38.5M | 1.66% | −5,454−2.0% | Reduced |
| Formidable Asset Management, LLC | 272,162 | $38.5M | 7.23% | +227,242+505.9% | Added |
| Private Asset Management Inc | 271,848 | $38.5M | 5.24% | −4,531−1.6% | Reduced |
| North Star Investment Management Corp. | 270,763 | $38.3M | 3.11% | +7,694+2.9% | Added |
| Stokes Family Office, LLC | 270,540 | $38.3M | 5.31% | −565−0.2% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 269,989 | $38.2M | 1.92% | −4,028−1.5% | Reduced |
| Harvest Fund Management Co., Ltd | 269,930 | $38.2M | 8.63% | +27,527+11.4% | Added |