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; 6,149 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
- 5,599
- +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
- 2,210 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 | 6,149 | $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, 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 |
|---|---|---|---|---|---|
| Strategic Equity Management | 2,466 | $505.9K | 0.19% | −1,366−35.6% | Reduced |
| Leith Wheeler Investment Counsel Ltd. | 2,477 | $508.2K | 0.04% | −961−28.0% | Reduced |
| Kings Path Partners LLC | 2,480 | $508.8K | 0.20% | +1,000+67.6% | Added |
| SPG Advisors LLC | 2,485 | $509.8K | 6.11% | +2,485 | New |
| Laurel Wealth Planning LLC | 2,485 | $509.8K | 0.29% | −28−1.1% | Reduced |
| PACK Private Wealth, LLC | 2,485 | $509.9K | 0.27% | −125−4.8% | Reduced |
| Ridgewood Investments LLC | 2,488 | $510.4K | 0.22% | −10−0.4% | Reduced |
| Erickson Financial Group, LLC | 2,490 | $510.9K | 0.35% | −76−3.0% | Reduced |
| Knott David M Jr | 2,494 | $511.7K | 0.23% | 00.0% | Unchanged |
| Vestment Financial LLC | 2,436 | $513.6K | 0.33% | −100−3.9% | Reduced |
| Coerente Capital Management | 2,510 | $515.0K | 0.09% | −300−10.7% | Reduced |
| Beacon Financial Strategies CORP | 2,518 | $516.6K | 0.32% | −439−14.8% | Reduced |
| Capital Wealth Management, LLC | 2,542 | $521.5K | 0.19% | −10−0.4% | Reduced |
| Bestgate Wealth Advisors, LLC | 2,357 | $523.6K | 1.09% | 00.0% | Unchanged |
| Absolute Capital Management, LLC | 2,562 | $525.7K | 0.26% | +194+8.2% | Added |
| Parkwoods Wealth Partners, LLC | 2,567 | $526.7K | 0.30% | +861+50.5% | Added |
| Envision Financial LLC | 2,573 | $528.0K | 0.35% | +257+11.1% | Added |
| Tobam | 2,573 | $528.0K | 0.21% | −3,642−58.6% | Reduced |
| Martin Capital Partners, LLC | 2,580 | $529.0K | 0.21% | +836+47.9% | Added |
| Fee-Only Financial Planning, L.C. | 2,582 | $529.7K | 0.33% | +1,421+122.4% | Added |
| Two West Capital Advisors LLC | 2,484 | $531.3K | 0.35% | +133+5.7% | Added |
| Beddow Capital Management Inc | 2,597 | $533.0K | 0.21% | +47+1.8% | Added |
| KMT Wealth Management, LLC | 2,599 | $533.2K | 0.31% | 00.0% | Unchanged |
| Trademark Financial Management, LLC | 2,601 | $533.6K | 0.33% | +785+43.2% | Added |
| Hoese & Co LLP | 2,602 | $533.9K | 0.43% | 00.0% | Unchanged |
| DMKC Advisory Services, LLC | 2,544 | $534.3K | 0.28% | +988+63.5% | Added |
| Core Wealth Management, Inc. | 2,611 | $535.6K | 0.19% | −346−11.7% | Reduced |
| Avalon Advisory Group | 2,628 | $539.2K | 0.23% | +6+0.2% | Added |
| Parkworth Wealth Management, Inc. | 2,630 | $539.7K | 0.39% | −519−16.5% | Reduced |
| Berkeley, Inc | 2,631 | $539.7K | 0.19% | −12−0.5% | Reduced |
| James Hambro & Partners | 2,633 | $540.0K | 0.02% | −2,071−44.0% | Reduced |
| Twele Capital Management, Inc. | 2,640 | $541.6K | 0.11% | −199−7.0% | Reduced |
| Sarver Vrooman Wealth Advisors | 2,641 | $541.9K | 0.36% | +1,400+112.8% | Added |
| Severin Investments, LLC | 2,645 | $542.7K | 0.51% | −53−2.0% | Reduced |
| Stegner Investment Associates Inc. | 2,651 | $543.9K | 0.33% | 00.0% | Unchanged |
| Cravens & Co Advisors, LLC | 2,657 | $545.0K | 0.41% | +3+0.1% | Added |
| Rbo & Co LLC | 2,669 | $547.6K | 0.09% | 00.0% | Unchanged |
| Arcadia Wealth Management, LLC | 2,675 | $548.7K | 0.24% | −621−18.8% | Reduced |
| Peloton Wealth Strategists | 2,682 | $550.0K | 0.22% | +75+2.9% | Added |
| Three Cord True Wealth Management, LLC | 2,682 | $550.4K | 0.41% | −47−1.7% | Reduced |
| Coordinated Financial Services, Inc. | 2,700 | $554.0K | 0.38% | +2,700 | New |
| Polymer Capital Management (HK) LTD | 2,700 | $554.0K | 0.09% | −54,954−95.3% | Reduced |
| Gruss & Co., LLC | 2,700 | $554.0K | 2.59% | 00.0% | Unchanged |
| Global Wealth Management, LLC | 2,657 | $554.2K | 0.30% | +403+17.9% | Added |
| Israel Discount Bank of New York | 2,708 | $555.6K | 2.11% | −60−2.2% | Reduced |
| Lunt Capital Management, Inc. | 2,723 | $558.7K | 0.21% | +28+1.0% | Added |
| FSA Investment Group, LLC | 2,728 | $559.8K | 0.41% | +17+0.6% | Added |
| Tanglewood Wealth Management, Inc. | 2,731 | $560.3K | 0.06% | −325−10.6% | Reduced |
| Mustico Financial Group, Inc. | 2,657 | $560.9K | 0.56% | +2,657 | New |
| R Squared Ltd | 2,742 | $562.6K | 0.31% | +2,742 | New |
| Martel Wealth Advisors Inc | 2,743 | $562.7K | 0.10% | +10.0% | Added |
| Refined Wealth Management | 2,750 | $564.2K | 0.39% | −219−7.4% | Reduced |
| Guardian Wealth Advisors, LLC | 2,751 | $564.4K | 0.33% | −840−23.4% | Reduced |
| Navis Wealth Advisors, LLC | 2,766 | $567.5K | 0.48% | +273+11.0% | Added |
| Corrado Advisors, LLC | 2,784 | $571.2K | 0.35% | +25+0.9% | Added |
| Ninety One SA (PTY) Ltd | 2,858 | $571.4K | 0.09% | −31,214−91.6% | Reduced |
| Quest 10 Wealth Builders, Inc. | 2,785 | $571.5K | 0.56% | +98+3.6% | Added |
| New Jersey Better Educational Savings Trust | 2,789 | $572.2K | 1.47% | −7,147−71.9% | Reduced |
| Northeast Planning Associates, Inc. | 2,789 | $572.2K | 0.53% | +131+4.9% | Added |
| Washington Growth Strategies LLC | 2,800 | $574.0K | 0.44% | +2,800 | New |
| American Capital Management Inc | 2,800 | $574.5K | 0.02% | +1,484+112.8% | Added |
| Tradewinds, LLC. | 2,801 | $574.7K | 0.44% | −78,268−96.5% | Reduced |
| Merkkuri Wealth Advisors LLC | 2,801 | $574.7K | 0.44% | −546−16.3% | Reduced |
| Dynamic Wealth Strategies, LLC | 2,814 | $577.3K | 0.42% | −16−0.6% | Reduced |
| Hickory Asset Management, Inc. | 2,815 | $577.5K | 0.48% | −415−12.8% | Reduced |
| E Fund Management (Hong Kong) Co., Ltd. | 2,819 | $578.4K | 0.56% | −412−12.8% | Reduced |
| Wellington Capital Management, Inc. | 2,339 | $580.0K | 0.87% | +2,339 | New |
| Teza Capital Management LLC | 2,829 | $580.4K | 0.43% | −140−4.7% | Reduced |
| Cornerstone Financial Group, LLC | 2,830 | $580.6K | 0.49% | +10.0% | Added |
| Evolution Wealth Management Inc. | 2,830 | $580.7K | 0.72% | +2,830 | New |
| Principia Wealth Advisory, LLC | 2,852 | $585.2K | 0.50% | +284+11.1% | Added |
| Infinity Wealth Counsel, LLC | 2,856 | $586.0K | 0.59% | −17−0.6% | Reduced |
| Tull Financial Group, Inc. | 2,872 | $589.3K | 0.27% | −4−0.1% | Reduced |
| PMG Wealth Management, Inc. | 2,880 | $590.9K | 0.49% | −337−10.5% | Reduced |
| S&T Bank | 2,880 | $590.9K | 0.18% | −162−5.3% | Reduced |
| MontVue Capital Management, Inc. | 2,882 | $591.3K | 0.42% | +11+0.4% | Added |
| Rolek Wealth Management LLC | 2,898 | $594.6K | 0.51% | +80+2.8% | Added |
| Chase Investment Counsel Corp | 2,901 | $595.0K | 0.19% | −14,051−82.9% | Reduced |
| Anderson Financial Strategies, LLC | 2,906 | $596.0K | 0.38% | 00.0% | Unchanged |
| American Asset Management Inc. | 2,910 | $597.0K | 0.55% | 00.0% | Unchanged |
| Brooklyn FI, LLC | 2,923 | $599.7K | 0.15% | +1,097+60.1% | Added |
| Fairman Group, LLC | 2,924 | $599.9K | 0.49% | +10.0% | Added |
| MTM Financial Group, LLC | 2,940 | $603.2K | 0.33% | +42+1.4% | Added |
| Ball & Co Wealth Management Inc. | 2,956 | $606.0K | 0.65% | +4+0.1% | Added |
| Round Hill Asset Management | 2,955 | $606.3K | 0.41% | +2,955 | New |
| Copley Financial Group, Inc. | 2,957 | $606.7K | 0.45% | −125−4.1% | Reduced |
| Leading Edge Financial Planning LLC | 2,966 | $608.4K | 0.17% | +187+6.7% | Added |
| Provident Investment Management, Inc. | 2,966 | $608.4K | 0.05% | −5,790−66.1% | Reduced |
| Investments & Financial Planning, LLC | 2,975 | $610.4K | 0.35% | 00.0% | Unchanged |
| Moneywise, Inc. | 2,976 | $610.6K | 0.29% | +1,461+96.4% | Added |
| VanderPol Investments L.L.C. | 2,990 | $613.3K | 1.29% | −6−0.2% | Reduced |
| Kahn Brothers Group Inc | 2,992 | $613.9K | 0.12% | +200+7.2% | Added |
| Luminist Capital LLC | 2,983 | $615.3K | 0.61% | −11−0.4% | Reduced |
| Codex Capital Asset Management L.L.C. | 3,000 | $615.5K | 0.25% | 00.0% | Unchanged |
| Mallini Complete Financial Planning LLC | – | $616.8K | 0.78% | – | – |
| Charter Capital Management, LLC | 3,007 | $617.0K | 0.36% | +3,007 | New |
| Ashford Capital Management Inc | 3,015 | $618.6K | 0.07% | −408−11.9% | Reduced |
| Pacifica Capital Investments, LLC | 3,030 | $622.0K | 0.18% | −2,510−45.3% | Reduced |
| Manuka Financial, LLC | 3,039 | $623.5K | 0.34% | +94+3.2% | Added |
| Boyar Asset Management Inc. | 3,071 | $630.1K | 0.41% | 00.0% | Unchanged |