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 |
|---|---|---|---|---|---|
| Solstein Capital, LLC | 66,771 | $13.7M | 7.03% | +1,079+1.6% | Added |
| Keudell/Morrison Wealth Management | 66,697 | $13.7M | 3.04% | −2,990−4.3% | Reduced |
| Fortis Capital Management LLC | 66,556 | $13.7M | 2.13% | +12,446+23.0% | Added |
| BOK Financial Private Wealth, Inc. | 66,425 | $13.6M | 0.91% | −90.0% | Reduced |
| Foster Victor Wealth Advisors, LLC | 64,511 | $13.6M | 0.92% | +3,455+5.7% | Added |
| Greenfield Savings Bank | 66,337 | $13.6M | 6.17% | +315+0.5% | Added |
| Trust Co of Oklahoma | 66,287 | $13.6M | 4.33% | +263+0.4% | Added |
| Optimas Capital Ltd | 66,000 | $13.5M | 14.28% | +66,000 | New |
| Seamount Financial Group Inc | 65,980 | $13.5M | 6.96% | +10,257+18.4% | Added |
| Bollard Group LLC | 65,922 | $13.5M | 0.31% | +50,347+323.3% | Added |
| Financial Advisors Network, Inc. | 65,817 | $13.5M | 2.04% | +3,676+5.9% | Added |
| Wright Investors Service Inc | 65,809 | $13.5M | 4.08% | −7,345−10.0% | Reduced |
| Global Financial Private Client, LLC | 65,783 | $13.5M | 5.06% | −128−0.2% | Reduced |
| Aprio Wealth Management, LLC | 65,705 | $13.5M | 1.52% | +5,094+8.4% | Added |
| Cumberland Partners Ltd | 65,615 | $13.5M | 0.93% | −779−1.2% | Reduced |
| Capital Investment Counsel, LLC | 65,463 | $13.4M | 2.08% | −4,182−6.0% | Reduced |
| CWS Financial Advisors, LLC | 65,363 | $13.4M | 3.90% | −4,061−5.8% | Reduced |
| KRS Capital Management, LLC | 65,330 | $13.4M | 8.96% | −1,273−1.9% | Reduced |
| Wealth Dimensions Group, Ltd. | 65,320 | $13.4M | 2.95% | −419−0.6% | Reduced |
| Spring Capital Management, LLC | 65,283 | $13.4M | 7.06% | +824+1.3% | Added |
| Baron Silver Stevens Financial Advisors, LLC | 65,136 | $13.4M | 2.14% | +23,155+55.2% | Added |
| Bangor Savings Bank | 65,113 | $13.4M | 1.19% | −1,766−2.6% | Reduced |
| Unisphere Establishment | 65,100 | $13.4M | 0.11% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 65,042 | $13.3M | 4.03% | +1,335+2.1% | Added |
| DCM Advisors, LLC | 65,368 | $13.3M | 5.72% | +4,772+7.9% | Added |
| Iron Financial, LLC | 64,872 | $13.3M | 7.05% | +191+0.3% | Added |
| Tenere Capital LLC | 64,805 | $13.3M | 3.41% | −24,515−27.4% | Reduced |
| West Michigan Advisors, LLC | 64,745 | $13.3M | 3.75% | +20,931+47.8% | Added |
| Delta Financial Advisors LLC | 64,689 | $13.3M | 4.67% | −4,144−6.0% | Reduced |
| Wealth Management Associates, Inc. | 64,552 | $13.2M | 5.15% | −1,377−2.1% | Reduced |
| Mission Creek Capital Partners, Inc. | 82,516 | $13.2M | 2.94% | −13,581−14.1% | Reduced |
| Core Wealth Partners LLC | 64,449 | $13.2M | 6.71% | +258+0.4% | Added |
| Umpqua Bank | 62,950 | $13.2M | 4.03% | +142+0.2% | Added |
| Midland Wealth Advisors LLC | 64,417 | $13.2M | 0.73% | +11,102+20.8% | Added |
| Pandora Wealth, Inc. | 64,387 | $13.2M | 8.12% | −2,279−3.4% | Reduced |
| LBMC Investment Advisors, LLC | 64,302 | $13.2M | 0.94% | −463−0.7% | Reduced |
| Two Point Capital Management, Inc. | 64,219 | $13.2M | 5.61% | +64,219 | New |
| Bay Rivers Group | 64,204 | $13.2M | 6.03% | −4,096−6.0% | Reduced |
| Salomon & Ludwin, LLC | 61,966 | $13.2M | 1.30% | +56+0.1% | Added |
| Compton Wealth Advisory Group, LLC | 64,160 | $13.2M | 3.33% | +477+0.7% | Added |
| Antonelli Financial Advisors, LLC | 64,063 | $13.1M | 9.49% | −1,741−2.6% | Reduced |
| Global Assets Advisory, LLC | 63,225 | $13.1M | 5.16% | −49,965−44.1% | Reduced |
| Consolidated Investment Group LLC | 63,762 | $13.1M | 1.75% | 00.0% | Unchanged |
| Harbour Capital Advisors, LLC | 61,566 | $13.1M | 2.76% | −953−1.5% | Reduced |
| Apollon Financial, LLC | 63,632 | $13.1M | 2.73% | −4,389−6.5% | Reduced |
| Harrington Investments, INC | 63,615 | $13.1M | 6.91% | −522−0.8% | Reduced |
| Silverleafe Capital Partners, LLC | 63,485 | $13.0M | 4.54% | −2,551−3.9% | Reduced |
| Excalibur Management Corp | 63,409 | $13.0M | 4.88% | −168−0.3% | Reduced |
| Fountainhead AM, LLC | 63,382 | $13.0M | 1.89% | +566+0.9% | Added |
| Burke & Herbert Bank & Trust Co | 63,367 | $13.0M | 2.91% | −1,430−2.2% | Reduced |
| Caliber Wealth Management, LLC | 63,310 | $13.0M | 1.40% | +4,241+7.2% | Added |
| Shulman DeMeo Asset Management LLC | 63,219 | $13.0M | 3.21% | −419−0.7% | Reduced |
| Hexagon Capital Partners LLC | 63,144 | $13.0M | 2.88% | −389−0.6% | Reduced |
| Hendley & Co Inc | 63,140 | $13.0M | 4.52% | −5,457−8.0% | Reduced |
| Balanced Wealth Group LLC | 62,385 | $12.9M | 5.62% | −248−0.4% | Reduced |
| Curbstone Financial Management Corp | 63,079 | $12.9M | 2.66% | −1,766−2.7% | Reduced |
| LJI Wealth Management, LLC | 63,074 | $12.9M | 2.25% | −2,183−3.3% | Reduced |
| Trivant Custom Portfolio Group, LLC | 63,057 | $12.9M | 7.11% | −467−0.7% | Reduced |
| Amplius Wealth Advisors, LLC | 62,956 | $12.9M | 1.20% | +3,568+6.0% | Added |
| TCFG Wealth Management, LLC | 62,772 | $12.9M | 5.83% | −893−1.4% | Reduced |
| Dark Forest Capital Management LP | 62,762 | $12.9M | 0.52% | +22,783+57.0% | Added |
| Consolidated Planning Corp | 62,680 | $12.9M | 1.61% | −18,103−22.4% | Reduced |
| Muhlenkamp & Co Inc | 62,616 | $12.8M | 4.01% | +170+0.3% | Added |
| NVWM, LLC | 62,591 | $12.8M | 3.10% | −5,830−8.5% | Reduced |
| Georgetown University | 62,422 | $12.8M | 4.88% | +76+0.1% | Added |
| Highline Wealth Partners LLC | 62,418 | $12.8M | 3.79% | −1,944−3.0% | Reduced |
| Bell & Brown Wealth Advisors, LLC | 62,340 | $12.8M | 4.57% | +339+0.5% | Added |
| Roman Butler Fullerton & Co | 59,787 | $12.8M | 3.77% | +4,689+8.5% | Added |
| Richard P Slaughter Associates Inc | 62,235 | $12.8M | 2.60% | +4,244+7.3% | Added |
| Soundwatch Capital LLC | 1,327,174 | $12.8M | 2.70% | +1,270,577+2,245.0% | Added |
| First National Corp | 62,160 | $12.8M | 2.57% | −4,893−7.3% | Reduced |
| Manhattan West Asset Management, LLC | 62,058 | $12.7M | 2.95% | −8,302−11.8% | Reduced |
| Mycio Wealth Partners, LLC | 61,996 | $12.7M | 2.94% | +1,149+1.9% | Added |
| Accretive Wealth Partners, LLC | 61,954 | $12.7M | 4.17% | −258−0.4% | Reduced |
| Davis-Rea Ltd. | 61,947 | $12.7M | 3.16% | +39,666+178.0% | Added |
| Copperwynd Financial, LLC | 61,907 | $12.7M | 3.17% | +10,955+21.5% | Added |
| Hartford Financial Management Inc. | 61,895 | $12.7M | 3.47% | +1,126+1.9% | Added |
| Brick & Kyle, Associates | 60,103 | $12.7M | 5.63% | −215−0.4% | Reduced |
| Quad-Cities Investment Group, LLC | 61,818 | $12.7M | 5.76% | −1,982−3.1% | Reduced |
| Kaizen Financial Strategies | 61,808 | $12.7M | 6.44% | +294+0.5% | Added |
| Thames Capital Management LLC | 61,806 | $12.7M | 2.87% | 00.0% | Unchanged |
| Koa Wealth Management, LLC | 61,796 | $12.7M | 10.07% | −230.0% | Reduced |
| Plante Moran Financial Advisors, LLC | 61,792 | $12.7M | 0.89% | −21,223−25.6% | Reduced |
| Next Century Growth Investors LLC | 61,706 | $12.7M | 0.98% | −1,212−1.9% | Reduced |
| Wall Street Access Asset Management, LLC | 61,692 | $12.7M | 4.39% | +880+1.4% | Added |
| Scott Marsh Financial, LLC | 61,640 | $12.6M | 4.69% | +61,640 | New |
| National Philanthropic Trust | 61,639 | $12.6M | 0.17% | −15,042−19.6% | Reduced |
| BIP Wealth, LLC | 61,616 | $12.6M | 0.78% | +992+1.6% | Added |
| Baugh & Associates, LLC | 66,574 | $12.6M | 6.58% | −3,262−4.7% | Reduced |
| Mount Vernon Associates Inc | 61,557 | $12.6M | 9.12% | −1,080−1.7% | Reduced |
| Hedeker Wealth, LLC | 61,537 | $12.6M | 2.94% | −1,473−2.3% | Reduced |
| Matthew 25 Management Corp | 61,500 | $12.6M | 4.06% | 00.0% | Unchanged |
| FF Advisors,LLC | 61,414 | $12.6M | 6.54% | +554+0.9% | Added |
| united american securities inc. (d/b/a uas asset management) | 61,329 | $12.6M | 2.71% | +10,715+21.2% | Added |
| Armstrong Henry H Associates Inc | 61,276 | $12.6M | 1.19% | −1,818−2.9% | Reduced |
| Capital Insight Partners, LLC | 61,254 | $12.6M | 2.18% | +1,127+1.9% | Added |
| London & Capital Asset Management Ltd | 61,221 | $12.6M | 0.95% | −802−1.3% | Reduced |
| Intrua Financial, LLC | 61,209 | $12.6M | 1.80% | +1,510+2.5% | Added |
| Tiemann Investment Advisors, LLC | 61,188 | $12.6M | 5.14% | −249−0.4% | Reduced |
| Newman Dignan & Sheerar, Inc. | 60,853 | $12.5M | 2.87% | −7,446−10.9% | Reduced |