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 8 sales; 6,151 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, Q2 2025
Institutional positions in Apple Inc. as of Jun 30, 2025. 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
- 5,600
- +79 vs. Q1 2025
- Shares held
- 9.48B
- +128.8M (+1.4%) vs. Q1 2025
- Total value
- $1.93T
- −$141.5B (−6.8%) vs. Q1 2025
- New holders
- 200
- 2,211 more added
- Sold out
- 121
- 2,884 more reduced
87 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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 | 6,151 | $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, Q2 2025
Shares, value and share of portfolio for each institution holding Apple Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Magnolia Private Wealth, LLC | 15,673 | $3.22M | 2.49% | −150−0.9% | Reduced |
| Sage Private Wealth Group, LLC | 15,681 | $3.22M | 2.06% | +2,623+20.1% | Added |
| Brogan Financial, Inc. | 15,701 | $3.22M | 1.44% | +99+0.6% | Added |
| MBM Wealth Consultants, LLC | 15,709 | $3.22M | 0.86% | +328+2.1% | Added |
| Heritage Oak Wealth Advisors LLC | 15,711 | $3.22M | 1.24% | −1,216−7.2% | Reduced |
| Kera Capital Partners, Inc. | 15,727 | $3.23M | 0.64% | +4,086+35.1% | Added |
| Waterway Wealth Management, LLC | 15,732 | $3.23M | 0.98% | +4,029+34.4% | Added |
| Nine Masts Capital Ltd | 15,742 | $3.23M | 1.27% | +15,742 | New |
| Caerus Investment Advisors, LLC | 15,750 | $3.23M | 3.08% | +59+0.4% | Added |
| Stonehearth Capital Management, LLC | 15,751 | $3.23M | 1.34% | −370−2.3% | Reduced |
| Acorn Creek Capital LLC | 15,751 | $3.23M | 1.34% | −1,379−8.1% | Reduced |
| Global Strategic Investment Solutions, LLC | 15,752 | $3.23M | 0.35% | −22−0.1% | Reduced |
| Constant Guidance Financial LLC | 15,773 | $3.23M | 3.25% | +1,160+7.9% | Added |
| Elgethun Capital Management | 15,759 | $3.23M | 0.65% | −75−0.5% | Reduced |
| Valueworks LLC | 15,768 | $3.24M | 1.06% | −380−2.4% | Reduced |
| Element Pointe Advisors, LLC | 15,775 | $3.24M | 0.78% | −1,841−10.5% | Reduced |
| Peak Financial Advisors LLC | 15,777 | $3.24M | 1.66% | −1,946−11.0% | Reduced |
| Prairie Wealth Advisors, Inc. | 15,815 | $3.24M | 1.39% | −95−0.6% | Reduced |
| Integrity Wealth Advisors, Inc. | 15,824 | $3.25M | 2.27% | −2,652−14.4% | Reduced |
| Covenant Partners, LLC | 15,849 | $3.25M | 0.97% | −935−5.6% | Reduced |
| Centennial Bank | 15,889 | $3.26M | 1.37% | −198−1.2% | Reduced |
| HMS Capital Management, LLC | 15,900 | $3.26M | 1.47% | −293−1.8% | Reduced |
| Gilbert & Cook, Inc. | 15,908 | $3.26M | 0.44% | +179+1.1% | Added |
| Discipline Wealth Solutions, LLC | 15,909 | $3.26M | 1.25% | +6,534+69.7% | Added |
| A&I Financial Services, LLC | 15,911 | $3.26M | 1.84% | −17−0.1% | Reduced |
| Talisman Wealth Advisors LLC | 15,919 | $3.27M | 2.98% | +2,652+20.0% | Added |
| Maripau Wealth Management LLC | 15,939 | $3.27M | 1.65% | +4,299+36.9% | Added |
| Lorne Steinberg Wealth Management Inc. | 15,975 | $3.28M | 0.86% | +260+1.7% | Added |
| DHJJ Financial Advisors, Ltd. | 15,999 | $3.28M | 1.19% | +6,161+62.6% | Added |
| Gouws Capital LLC | 16,088 | $3.30M | 2.01% | −228−1.4% | Reduced |
| Aspen Investment Management Inc | 16,106 | $3.31M | 1.39% | +345+2.2% | Added |
| Whitaker-Myers Wealth Managers, LTD. | 16,119 | $3.31M | 0.83% | −2,439−13.1% | Reduced |
| Midwest Professional Planners, LTD. | 16,172 | $3.32M | 0.87% | −1,402−8.0% | Reduced |
| Motive Wealth Advisors | 16,180 | $3.32M | 1.51% | +1,778+12.3% | Added |
| Dynasty Wealth Management, LLC | 16,192 | $3.32M | 0.06% | −26,821−62.4% | Reduced |
| Shilanski & Associates, Inc. | 16,195 | $3.32M | 0.95% | −861−5.0% | Reduced |
| Tributary Capital Management, LLC | 16,215 | $3.33M | 0.29% | −387−2.3% | Reduced |
| Wrenne Financial Planning LLC | 16,232 | $3.33M | 1.56% | −215−1.3% | Reduced |
| Davidson Kahn Capital Management, LLC | 16,238 | $3.33M | 2.14% | −63−0.4% | Reduced |
| G&S Capital LLC | 16,243 | $3.33M | 1.32% | −2,501−13.3% | Reduced |
| Human Investing LLC | 16,246 | $3.33M | 0.53% | +230+1.4% | Added |
| Concentric Capital Strategies, LP | 16,248 | $3.33M | 0.19% | +16,248 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 16,249 | $3.33M | 1.04% | −373−2.2% | Reduced |
| Harvest Investment Services, LLC | 16,255 | $3.33M | 0.75% | +2,722+20.1% | Added |
| Guerra Pan Advisors, LLC | 16,257 | $3.34M | 2.20% | −634−3.8% | Reduced |
| Campbell & CO Investment Adviser LLC | 16,332 | $3.34M | 0.21% | +16,332 | New |
| New Covenant Trust Company, N.A. | 16,606 | $3.34M | 2.98% | −318−1.9% | Reduced |
| Regimen Wealth, LLC | 16,285 | $3.34M | 1.04% | −698−4.1% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 16,289 | $3.34M | 0.18% | +242+1.5% | Added |
| GEM Asset Management, LLC | 15,929 | $3.34M | 1.71% | −936−5.5% | Reduced |
| Clarity Financial LLC | 16,303 | $3.34M | 0.36% | −144,830−89.9% | Reduced |
| Cornerstone Select Advisors, LLC | 16,314 | $3.35M | 2.95% | −871−5.1% | Reduced |
| Serenus Wealth Advisors, LLC | 16,324 | $3.35M | 0.57% | −1,202−6.9% | Reduced |
| Heritage Investment Group, Inc. | 16,335 | $3.35M | 0.58% | −2,098−11.4% | Reduced |
| First Hawaiian Bank | 16,345 | $3.35M | 0.46% | +140+0.9% | Added |
| Elwood & Goetz Wealth Advisory Group, LLC | 16,353 | $3.36M | 0.73% | +1,265+8.4% | Added |
| Redwood Wealth Management Group, LLC | 16,356 | $3.36M | 1.51% | −990−5.7% | Reduced |
| Sicart Associates LLC | 16,364 | $3.36M | 1.17% | −3,621−18.1% | Reduced |
| Viawealth, LLC | 16,378 | $3.36M | 1.99% | −1,333−7.5% | Reduced |
| Lakewood Asset Management LLC | 16,397 | $3.36M | 2.25% | −2,359−12.6% | Reduced |
| Whipplewood Advisors, LLC | 16,431 | $3.37M | 1.85% | −2,550−13.4% | Reduced |
| Tradewinds Capital Management, LLC | 16,436 | $3.37M | 0.85% | −727−4.2% | Reduced |
| One Degree Advisors Inc | 16,443 | $3.37M | 1.20% | +2,316+16.4% | Added |
| Dixon Fnancial Services, Inc. | 16,501 | $3.39M | 1.71% | −340−2.0% | Reduced |
| Syverson Strege & Co | 16,512 | $3.39M | 0.80% | +7,983+93.6% | Added |
| Landscape Capital Management, L.L.C. | 16,522 | $3.39M | 0.27% | −1,373−7.7% | Reduced |
| Kelly Financial Services LLC | 16,525 | $3.39M | 1.00% | +276+1.7% | Added |
| Guardian Financial Partners, LLC | 16,526 | $3.39M | 1.52% | −620−3.6% | Reduced |
| Intergy Private Wealth, LLC | 16,536 | $3.39M | 1.16% | +1,925+13.2% | Added |
| CKW Financial Group | 16,335 | $3.40M | 0.39% | +30.0% | Added |
| Murphy Pohlad Asset Management LLC | 16,569 | $3.40M | 1.44% | −70−0.4% | Reduced |
| Plan Group Financial, LLC | 16,573 | $3.40M | 1.12% | +2,745+19.9% | Added |
| Rainey & Randall Investment Management Inc. | 16,597 | $3.41M | 0.62% | +13+0.1% | Added |
| Nabity-Jensen Investment Management Inc | 16,600 | $3.41M | 2.51% | −13−0.1% | Reduced |
| Investors Asset Management of Georgia Inc | 16,604 | $3.41M | 1.58% | +275+1.7% | Added |
| M3 Advisory Group, LLC | 16,648 | $3.42M | 2.36% | +844+5.3% | Added |
| Summa Corp. | 16,652 | $3.42M | 1.78% | +6,372+62.0% | Added |
| Arcus Capital Partners, LLC | 16,672 | $3.42M | 1.48% | +1,585+10.5% | Added |
| Opus Capital Group, LLC | 16,678 | $3.42M | 0.41% | +30.0% | Added |
| Riverpark Capital Management LLC | 16,685 | $3.42M | 5.55% | +917+5.8% | Added |
| Community Bank of Raymore | 16,701 | $3.43M | 2.54% | +770+4.8% | Added |
| B.O.S.S. Retirement Advisors, LLC | 16,722 | $3.43M | 0.86% | +1,077+6.9% | Added |
| Flower City Capital | 16,739 | $3.43M | 2.03% | −364−2.1% | Reduced |
| 4J Wealth Management LLC | 16,745 | $3.44M | 2.32% | −93−0.6% | Reduced |
| Everest Management Corp. | 16,819 | $3.45M | 2.48% | +5,447+47.9% | Added |
| United Community Bank | 16,830 | $3.45M | 1.18% | −1,297−7.2% | Reduced |
| Stance Capital LLC | 16,835 | $3.45M | 1.30% | +16,835 | New |
| Worth Asset Management, LLC | 16,861 | $3.46M | 1.71% | −697−4.0% | Reduced |
| Legal Advantage Investments, Inc. | 16,865 | $3.46M | 1.62% | +4,600+37.5% | Added |
| Beirne Wealth Consulting Services, LLC | 16,890 | $3.47M | 1.12% | −320−1.9% | Reduced |
| Consilio Wealth Advisors, LLC | 17,256 | $3.47M | 1.24% | −247−1.4% | Reduced |
| Navigoe, LLC | 16,918 | $3.47M | 2.62% | +6,869+68.4% | Added |
| Amica Retiree Medical Trust | 16,931 | $3.47M | 5.01% | −1,404−7.7% | Reduced |
| Private Capital Management, LLC | 16,949 | $3.48M | 0.35% | −1,036−5.8% | Reduced |
| Arrowroot Family Office, LLC | 16,964 | $3.48M | 1.56% | +16,964 | New |
| Custos Family Office, LLC | 16,972 | $3.48M | 1.11% | +1,306+8.3% | Added |
| Loudon Investment Management, LLC | 16,976 | $3.48M | 1.93% | −290−1.7% | Reduced |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 16,976 | $3.48M | 0.12% | +7,609+81.2% | Added |
| Avaii Wealth Management, LLC | 16,976 | $3.48M | 1.55% | −238−1.4% | Reduced |
| LongView Asset Management LLC | 17,006 | $3.49M | 2.64% | −585−3.3% | Reduced |