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 |
|---|---|---|---|---|---|
| IMS Capital Management | 56,698 | $11.6M | 5.43% | −1,358−2.3% | Reduced |
| Consolidated Capital Management, LLC | 56,671 | $11.6M | 4.20% | +6,497+12.9% | Added |
| Alkeon Capital Management LLC | 56,627 | $11.6M | 0.06% | 00.0% | Unchanged |
| Hodges Capital Management Inc. | 56,613 | $11.6M | 1.11% | −3,870−6.4% | Reduced |
| Thrive Wealth Management, LLC | 56,561 | $11.6M | 1.87% | +725+1.3% | Added |
| Old Second National Bank of Aurora | 56,527 | $11.6M | 2.53% | −104−0.2% | Reduced |
| Redhawk Wealth Advisors, Inc. | 56,478 | $11.6M | 1.45% | −230.0% | Reduced |
| Lincoln Capital LLC | 56,460 | $11.6M | 2.23% | −291−0.5% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 56,410 | $11.6M | 7.09% | −333−0.6% | Reduced |
| Wescott Financial Advisory Group, LLC | 56,377 | $11.6M | 1.11% | −777−1.4% | Reduced |
| St. Nicholas Private Asset Management, Inc | 56,272 | $11.5M | 10.71% | +179+0.3% | Added |
| McGinn Investment Management, Inc. | 56,141 | $11.5M | 7.29% | −5,348−8.7% | Reduced |
| Gemmer Asset Management LLC | 56,132 | $11.5M | 1.03% | +4,019+7.7% | Added |
| Bellevue Asset Management, LLC | 56,068 | $11.5M | 5.60% | −328−0.6% | Reduced |
| Cladis Investment Advisory, LLC | 56,049 | $11.5M | 7.21% | +190+0.3% | Added |
| Bright Rock Capital Management, LLC | 56,000 | $11.5M | 2.33% | −6,000−9.7% | Reduced |
| Promethium Advisors,llc | 55,947 | $11.5M | 6.97% | −375−0.7% | Reduced |
| SJS Investment Consulting Inc. | 55,939 | $11.5M | 1.82% | −3,091−5.2% | Reduced |
| Blue Edge Capital, LLC | 55,845 | $11.5M | 1.70% | −526−0.9% | Reduced |
| Vicus Capital | 55,842 | $11.5M | 0.95% | +74+0.1% | Added |
| Revisor Wealth Management LLC | 53,872 | $11.4M | 4.13% | −809−1.5% | Reduced |
| My Personal CFO, LLC | 55,709 | $11.4M | 5.20% | +194+0.3% | Added |
| Duncan Williams Asset Management, LLC | 55,656 | $11.4M | 3.60% | −1,645−2.9% | Reduced |
| Torray LLC | 55,582 | $11.4M | 1.66% | −3,798−6.4% | Reduced |
| Old North State Trust, LLC | 55,576 | $11.4M | 7.79% | +1,228+2.3% | Added |
| Lederer & Associates Investment Counsel | 55,517 | $11.4M | 7.54% | −450−0.8% | Reduced |
| Rock Point Advisors, LLC | 55,513 | $11.4M | 3.21% | −109−0.2% | Reduced |
| Fortis Group Advisors, LLC | 54,916 | $11.4M | 2.07% | −11,480−17.3% | Reduced |
| Fourth Dimension Wealth, LLC | 55,433 | $11.4M | 4.80% | −2,131−3.7% | Reduced |
| CVA Family Office, LLC | 55,395 | $11.4M | 1.60% | +350+0.6% | Added |
| Parisi Gray Wealth Management | 55,323 | $11.4M | 3.25% | −29−0.1% | Reduced |
| Sculati Wealth Management, LLC | 55,313 | $11.3M | 4.26% | −467−0.8% | Reduced |
| Eaton Financial Holdings Company, LLC | 55,282 | $11.3M | 3.49% | +29,851+117.4% | Added |
| Financial Enhancement Group LLC | 53,685 | $11.3M | 1.62% | +957+1.8% | Added |
| Lincoln Capital Corp | 55,249 | $11.3M | 4.35% | −3,945−6.7% | Reduced |
| Beutel, Goodman & Co Ltd. | 55,251 | $11.3M | 0.06% | −3,947−6.7% | Reduced |
| Tortoise Investment Management, LLC | 55,216 | $11.3M | 1.08% | −2,568−4.4% | Reduced |
| Acorn Financial Advisory Services Inc | 55,102 | $11.3M | 1.85% | −2,103−3.7% | Reduced |
| FCG Investment Co | 55,074 | $11.3M | 5.90% | −3,656−6.2% | Reduced |
| Prosperity Financial Group, Inc. | 54,979 | $11.3M | 4.80% | −2,010−3.5% | Reduced |
| Capital Advantage, Inc. | 54,966 | $11.3M | 1.79% | +4,071+8.0% | Added |
| Alaethes Wealth LLC | 54,944 | $11.3M | 3.37% | −3,879−6.6% | Reduced |
| Gardner Lewis Asset Management L P | 54,928 | $11.3M | 2.81% | −200−0.4% | Reduced |
| Roehl & Yi Investment Advisors, LLC | 200,073 | $11.3M | 5.77% | +144,633+260.9% | Added |
| Vanguard Capital Wealth Advisors | 54,846 | $11.3M | 11.16% | −1,427−2.5% | Reduced |
| Clay Northam Wealth Management, LLC | 54,845 | $11.3M | 7.19% | −770−1.4% | Reduced |
| Somerset Trust Co | 54,782 | $11.2M | 3.66% | −58−0.1% | Reduced |
| Alhambra Investment Partners LLC | 54,709 | $11.2M | 5.57% | −140.0% | Reduced |
| Miramar Capital, LLC | 54,645 | $11.2M | 2.65% | +1,877+3.6% | Added |
| Governors Lane LP | 54,600 | $11.2M | 1.53% | +54,600 | New |
| Clearwater Capital Advisors, LLC | 54,554 | $11.2M | 1.02% | −1,516−2.7% | Reduced |
| Invesco, LLC | 54,550 | $11.2M | 4.17% | −811−1.5% | Reduced |
| N.E.W. Advisory Services LLC | 54,502 | $11.2M | 1.09% | −34,534−38.8% | Reduced |
| Ervin Investment Management, LLC | 54,494 | $11.2M | 6.99% | −1,891−3.4% | Reduced |
| Bonness Enterprises Inc | 54,440 | $11.2M | 3.66% | 00.0% | Unchanged |
| Wealth Management Partners, LLC | 53,135 | $11.2M | 3.94% | +252+0.5% | Added |
| Syntegra Private Wealth Group, LLC | 54,332 | $11.1M | 1.14% | +472+0.9% | Added |
| Childress Capital Advisors, LLC | 54,332 | $11.1M | 2.81% | +4,142+8.3% | Added |
| Reuter James Wealth Management, LLC | 54,316 | $11.1M | 1.75% | −165−0.3% | Reduced |
| Bourgeon Capital Management LLC | 54,271 | $11.1M | 2.20% | +122+0.2% | Added |
| Wealth Advisory Solutions, LLC | 54,230 | $11.1M | 2.82% | +36+0.1% | Added |
| McIlrath & Eck, LLC | 54,222 | $11.1M | 1.27% | +219+0.4% | Added |
| Paces Ferry Wealth Advisors, LLC | 54,218 | $11.1M | 5.11% | −1,754−3.1% | Reduced |
| VCI Wealth Management LLC | 54,137 | $11.1M | 3.89% | +6,422+13.5% | Added |
| TFR Capital, LLC. | 54,107 | $11.1M | 4.02% | +1,209+2.3% | Added |
| Planning Alternatives Ltd | 54,010 | $11.1M | 1.54% | −4,407−7.5% | Reduced |
| JT Stratford LLC | 53,996 | $11.1M | 1.68% | +2,979+5.8% | Added |
| TLW Wealth Management, LLC | 53,989 | $11.1M | 6.17% | −2,182−3.9% | Reduced |
| CNB Bank | 53,971 | $11.1M | 5.25% | +233+0.4% | Added |
| NewSquare Capital LLC | 53,968 | $11.1M | 0.82% | +2,648+5.2% | Added |
| Aviso Financial Inc. | 53,955 | $11.1M | 0.50% | −4,555−7.8% | Reduced |
| Greenberg Financial Group | 38,247 | $11.1M | 4.22% | +352+0.9% | Added |
| Pekin Hardy Strauss, Inc. | 53,911 | $11.1M | 1.26% | −4,805−8.2% | Reduced |
| St. Johns Investment Management Company, LLC | 53,905 | $11.1M | 5.08% | +2,255+4.4% | Added |
| Cherokee Insurance Co | 53,900 | $11.1M | 4.82% | +1,000+1.9% | Added |
| Slagle Financial, LLC | 53,804 | $11.0M | 4.45% | +4,903+10.0% | Added |
| B & T Capital Management DBA Alpha Capital Management | 53,776 | $11.0M | 1.90% | +228+0.4% | Added |
| Elevated Capital Advisors, LLC | 49,655 | $11.0M | 3.09% | 00.0% | Unchanged |
| Sym Financial Corp | 53,728 | $11.0M | 1.23% | +3,427+6.8% | Added |
| Canopy Partners, LLC | 53,717 | $11.0M | 4.04% | −1,250−2.3% | Reduced |
| Financial Security Advisor, Inc. | 53,709 | $11.0M | 2.54% | +440+0.8% | Added |
| Trail Ridge Investment Advisors, LLC | 53,071 | $11.0M | 5.30% | −565−1.1% | Reduced |
| EPG Wealth Management LLC | 53,644 | $11.0M | 3.30% | −17,979−25.1% | Reduced |
| Satovsky Asset Management LLC | 53,638 | $11.0M | 2.34% | −166−0.3% | Reduced |
| Ballast, Inc. | 53,628 | $11.0M | 2.88% | −30.0% | Reduced |
| State of Wyoming | 53,574 | $11.0M | 1.34% | +3,523+7.0% | Added |
| David R. Rahn & Associates Inc. | 53,549 | $11.0M | 2.95% | −7,999−13.0% | Reduced |
| WealthBridge Capital Management, LLC | 53,469 | $11.0M | 2.78% | −1,237−2.3% | Reduced |
| Jupiter Wealth Management LLC | 46,983 | $11.0M | 5.54% | −1,307−2.7% | Reduced |
| ORBA Wealth Advisors, L.L.C. | 53,357 | $10.9M | 9.97% | −17,278−24.5% | Reduced |
| Marathon Capital Management | 53,349 | $10.9M | 2.79% | −2,586−4.6% | Reduced |
| Eastover Investment Advisors LLC | 53,292 | $10.9M | 4.90% | +87+0.2% | Added |
| Coston, McIsaac & Partners | 53,266 | $10.9M | 2.83% | +91+0.2% | Added |
| Eqis Capital Management, Inc. | 53,235 | $10.9M | 0.87% | +3,844+7.8% | Added |
| Blue Zone Wealth Advisors, LLC | 53,201 | $10.9M | 2.73% | −637−1.2% | Reduced |
| Chemung Canal Trust Co | 53,081 | $10.9M | 2.29% | −734−1.4% | Reduced |
| Sterling Financial Group, Inc. | 53,042 | $10.9M | 3.65% | +42+0.1% | Added |
| Menlo Advisors LLC | 53,001 | $10.9M | 5.86% | −1,000−1.9% | Reduced |
| Garden State Investment Advisory Services LLC | 52,931 | $10.9M | 2.94% | −2,822−5.1% | Reduced |
| NovaPoint Capital, LLC | 52,911 | $10.9M | 3.33% | +886+1.7% | Added |