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; 6,150 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, 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
- 2,210 more added
- Sold out
- 121
- 2,885 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 | 6,150 | $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 | 4,403 | $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 |
|---|---|---|---|---|---|
| Zullo Investment Group, Inc. | 162,135 | $33.3M | 13.49% | −7,457−4.4% | Reduced |
| TradeWell Securities, LLC. | 161,596 | $33.2M | 15.86% | +2,713+1.7% | Added |
| Godsey & Gibb Associates | 161,094 | $33.1M | 3.09% | +311+0.2% | Added |
| Walleye Capital LLC | 160,827 | $33.0M | 0.31% | −664,215−80.5% | Reduced |
| Simplicity Wealth,LLC | 160,567 | $32.9M | 1.37% | +67,605+72.7% | Added |
| David Loasby | 162,656 | $32.9M | 2.80% | +3,557+2.2% | Added |
| Wedgewood Partners Inc | 161,857 | $32.9M | 6.39% | −3,236−2.0% | Reduced |
| Synergy Financial Management, LLC | 160,319 | $32.9M | 3.76% | −15,458−8.8% | Reduced |
| GHP Investment Advisors, Inc. | 160,104 | $32.8M | 1.45% | −2,921−1.8% | Reduced |
| Harold Davidson & Associates Inc. | 159,937 | $32.8M | 21.26% | −45,633−22.2% | Reduced |
| SRS Capital Advisors, Inc. | 97,116 | $32.8M | 1.53% | −7,902−7.5% | Reduced |
| Gryphon Financial Partners LLC | 159,699 | $32.8M | 4.28% | +6,584+4.3% | Added |
| Advisor OS, LLC | 159,678 | $32.8M | 3.22% | +6,373+4.2% | Added |
| Perennial Investment Advisors, LLC | 159,664 | $32.8M | 3.18% | −6,934−4.2% | Reduced |
| Procyon Private Wealth Partners, LLC | 159,111 | $32.6M | 3.09% | −84,955−34.8% | Reduced |
| Addenda Capital Inc. | 158,901 | $32.6M | 1.17% | +10,819+7.3% | Added |
| Good Life Advisors, LLC | 158,581 | $32.5M | 2.03% | −2,856−1.8% | Reduced |
| MainStreet Investment Advisors LLC | 158,474 | $32.5M | 4.50% | −4,392−2.7% | Reduced |
| Occidental Asset Management, LLC | 158,274 | $32.5M | 4.48% | +1,507+1.0% | Added |
| Westchester Capital Management, Inc. | 158,193 | $32.5M | 7.64% | +448+0.3% | Added |
| TRB Advisors LP | 158,000 | $32.4M | 7.77% | −152,000−49.0% | Reduced |
| LGT Fund Management Co Ltd. | 157,989 | $32.4M | 2.84% | +408+0.3% | Added |
| Kiley Juergens Wealth Management, LLC | 157,897 | $32.4M | 7.48% | +4,776+3.1% | Added |
| Denali Advisors LLC | 157,687 | $32.4M | 3.37% | −1,905−1.2% | Reduced |
| Smithbridge Asset Management Inc | 157,636 | $32.3M | 5.65% | −4,868−3.0% | Reduced |
| Parcion Private Wealth LLC | 157,606 | $32.3M | 2.31% | +1,502+1.0% | Added |
| Buckley Wealth Management, LLC | 157,529 | $32.3M | 9.67% | −1,440−0.9% | Reduced |
| DDD Partners, LLC | 157,356 | $32.3M | 3.46% | +1,518+1.0% | Added |
| Oakworth Capital, Inc. | 157,322 | $32.3M | 2.08% | −6,804−4.1% | Reduced |
| Mill Creek Capital Advisors, LLC | 156,940 | $32.2M | 0.71% | −8,677−5.2% | Reduced |
| Avidian Wealth Solutions, LLC | 156,880 | $32.2M | 1.31% | −18,907−10.8% | Reduced |
| Campbell Capital Management Inc | 156,674 | $32.1M | 12.53% | −4,594−2.8% | Reduced |
| Arvest Bank Trust Division | 156,357 | $32.1M | 1.87% | −491−0.3% | Reduced |
| Schmidt P J Investment Management Inc | 156,323 | $32.1M | 5.55% | +2,921+1.9% | Added |
| Staley Capital Advisers Inc | 155,857 | $32.0M | 1.36% | −3,617−2.3% | Reduced |
| Moody National Bank Trust Division | 155,800 | $32.0M | 2.92% | +1,182+0.8% | Added |
| Winthrop Advisory Group LLC | 155,787 | $32.0M | 3.08% | +5,164+3.4% | Added |
| Clarkston Capital Partners, LLC | 155,692 | $31.9M | 0.68% | −632−0.4% | Reduced |
| Journey Advisory Group, LLC | 155,647 | $31.9M | 2.48% | −4,023−2.5% | Reduced |
| Kavar Capital Partners Group, LLC | 155,165 | $31.8M | 4.58% | −778−0.5% | Reduced |
| Howe & Rusling Inc | 154,887 | $31.8M | 2.35% | +132+0.1% | Added |
| Bordeaux Wealth Advisors LLC | 154,831 | $31.8M | 4.07% | −8,152−5.0% | Reduced |
| JB Capital LLC | 154,594 | $31.7M | 1.54% | +2,099+1.4% | Added |
| Penserra Capital Management LLC | 154,586 | $31.7M | 0.44% | +123,992+405.3% | Added |
| Affinity Capital Advisors, LLC | 154,453 | $31.7M | 5.45% | −10,707−6.5% | Reduced |
| Vivaldi Capital Management, LLC | 154,269 | $31.7M | 4.75% | −1,587−1.0% | Reduced |
| Nations Financial Group Inc, | 153,659 | $31.5M | 2.17% | −18,464−10.7% | Reduced |
| Ascent Wealth Partners, LLC | 153,456 | $31.5M | 3.89% | −3,569−2.3% | Reduced |
| Northstar Group, Inc. | 152,963 | $31.4M | 4.85% | +502+0.3% | Added |
| Rothschild Capital Partners, LLC | 152,863 | $31.4M | 8.23% | −5,095−3.2% | Reduced |
| Bedell Frazier Investment Counseling, LLC | 152,774 | $31.3M | 7.89% | −3,474−2.2% | Reduced |
| Algert Global LLC | 152,761 | $31.3M | 0.66% | +1,055+0.7% | Added |
| Cozad Asset Management Inc | 152,686 | $31.3M | 2.74% | +8,832+6.1% | Added |
| West Branch Capital LLC | 152,615 | $31.3M | 9.26% | −2,269−1.5% | Reduced |
| Smith, Moore & Co. | 152,513 | $31.3M | 2.63% | −1,755−1.1% | Reduced |
| Colonial Trust Co | 152,346 | $31.3M | 4.55% | −11,381−7.0% | Reduced |
| Linscomb & Williams, Inc. | 152,193 | $31.2M | 1.44% | +2,124+1.4% | Added |
| Terril Brothers, Inc. | 152,083 | $31.2M | 11.75% | −100.0% | Reduced |
| Saybrook Capital | 151,839 | $31.2M | 8.81% | −13,843−8.4% | Reduced |
| Cabot Wealth Management Inc | 151,743 | $31.1M | 3.70% | −2,840−1.8% | Reduced |
| Progressive Investment Management Corp | 151,626 | $31.1M | 7.93% | −2,175−1.4% | Reduced |
| Cooper Financial Group | 151,431 | $31.1M | 3.65% | −11,879−7.3% | Reduced |
| Segment Wealth Management, LLC | 151,349 | $31.1M | 1.97% | −1,149−0.8% | Reduced |
| Bridgeway Capital Management, LLC | 151,324 | $31.0M | 0.74% | +2,614+1.8% | Added |
| Pennsylvania Capital Management Inc | 150,419 | $30.9M | 9.87% | −13,057−8.0% | Reduced |
| Sassicaia Capital Advisers LLC | 150,348 | $30.8M | 19.41% | +96,748+180.5% | Added |
| Callahan Advisors, LLC | 150,224 | $30.8M | 2.77% | −12,432−7.6% | Reduced |
| Capital Investment Advisory Services, LLC | 150,048 | $30.8M | 2.52% | +4,285+2.9% | Added |
| Bennett Selby Investments LP | 149,906 | $30.8M | 10.95% | +697+0.5% | Added |
| Knollwood Investment Advisory, LLC | 149,835 | $30.7M | 2.95% | 00.0% | Unchanged |
| Clarius Group, LLC | 149,766 | $30.7M | 1.79% | −1,916−1.3% | Reduced |
| Quent Capital, LLC | 149,573 | $30.7M | 2.96% | +3,443+2.4% | Added |
| Conway Capital Management, Inc. | 149,568 | $30.7M | 13.73% | −2,555−1.7% | Reduced |
| Lake Street Financial LLC | 149,472 | $30.7M | 4.36% | −839−0.6% | Reduced |
| Hillsdale Investment Management Inc. | 149,289 | $30.6M | 1.13% | +118,620+386.8% | Added |
| Matrix Asset Advisors Inc | 148,576 | $30.5M | 3.08% | +6,459+4.5% | Added |
| Harbor Advisors LLC | 148,400 | $30.4M | 4.98% | 00.0% | Unchanged |
| Cypress Funds LLC | 148,297 | $30.4M | 3.57% | 00.0% | Unchanged |
| Folger Nolan Fleming Douglas Capital Management, Inc | 148,112 | $30.4M | 3.37% | −2,430−1.6% | Reduced |
| Greenwood Capital Associates LLC | 148,020 | $30.4M | 3.78% | +9,819+7.1% | Added |
| Hemington Wealth Management | 147,969 | $30.4M | 4.40% | −1,289−0.9% | Reduced |
| Peachtree Investment Partners, LLC | 147,775 | $30.3M | 11.57% | −7,237−4.7% | Reduced |
| Sage Capital Advisors,llc | 147,766 | $30.3M | 7.48% | −4,595−3.0% | Reduced |
| Goelzer Investment Management, Inc. | 147,666 | $30.3M | 1.66% | −6,840−4.4% | Reduced |
| JLB & Associates Inc | 147,370 | $30.2M | 4.22% | −17,458−10.6% | Reduced |
| Kennedy Capital Management, Inc. | 147,309 | $30.2M | 0.72% | −26,176−15.1% | Reduced |
| Oak Asset Management, LLC | 147,042 | $30.2M | 10.81% | −1,590−1.1% | Reduced |
| Main Street Financial Solutions, LLC | 146,860 | $30.1M | 2.19% | +22,577+18.2% | Added |
| Capstone Financial Advisors, Inc. | 146,797 | $30.1M | 1.75% | −2,461−1.6% | Reduced |
| Sand Hill Global Advisors, LLC | 146,724 | $30.1M | 1.12% | +1,614+1.1% | Added |
| Knuff & Co LLC | 146,720 | $30.1M | 9.48% | −6,405−4.2% | Reduced |
| Financial Advisory Service, Inc. | 146,337 | $30.0M | 2.22% | +5,488+3.9% | Added |
| Arete Wealth Advisors, LLC | 146,287 | $30.0M | 2.14% | −22,943−13.6% | Reduced |
| Bogart Wealth, LLC | 146,148 | $30.0M | 1.28% | +19,606+15.5% | Added |
| Whalerock Point Partners, LLC | 146,009 | $30.0M | 6.48% | −622−0.4% | Reduced |
| Firetrail Investments Pty Ltd | 146,200 | $29.9M | 7.80% | −2,555−1.7% | Reduced |
| Hunter Associates Investment Management LLC | 145,499 | $29.9M | 4.43% | −16,629−10.3% | Reduced |
| Pitcairn Co | 145,432 | $29.8M | 1.95% | −14,195−8.9% | Reduced |
| Cigna Investments Inc | 145,415 | $29.8M | 5.11% | −3,247−2.2% | Reduced |
| Martin Capital Advisors, LLP | 145,263 | $29.8M | 19.39% | +450.0% | Added |