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 11 sales; 6,152 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 | 6,152 | $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 |
|---|---|---|---|---|---|
| Peninsula Asset Management Inc | 47,966 | $9.84M | 5.20% | −210−0.4% | Reduced |
| Chris Bulman Inc | 47,951 | $9.84M | 5.61% | +610+1.3% | Added |
| Saxon Interests, Inc. | 44,286 | $9.84M | 4.60% | 00.0% | Unchanged |
| HBW Advisory Services LLC | 47,935 | $9.83M | 1.21% | +10,354+27.6% | Added |
| Caldwell Sutter Capital, Inc. | 47,886 | $9.82M | 4.50% | −393−0.8% | Reduced |
| Prosperitas Financial LLC | 47,884 | $9.82M | 4.62% | −1,036−2.1% | Reduced |
| Modus Advisors, LLC | 47,727 | $9.79M | 2.91% | −86−0.2% | Reduced |
| Walled Lake Planning & Wealth Management, LLC | 47,712 | $9.79M | 3.19% | −1,093−2.2% | Reduced |
| Western Pacific Wealth Management, LP | 47,676 | $9.78M | 9.38% | −14,652−23.5% | Reduced |
| Fairvoy Private Wealth, LLC | 47,662 | $9.78M | 2.43% | +2,402+5.3% | Added |
| Wealthquest Corp | 47,635 | $9.77M | 0.77% | +198+0.4% | Added |
| Thomas Story & Son LLC | 47,594 | $9.76M | 3.75% | −71−0.1% | Reduced |
| Pacific Sun Financial Corp | 47,587 | $9.76M | 5.10% | +1,550+3.4% | Added |
| Vista Investment Partners LLC | 47,535 | $9.75M | 2.81% | −1,080−2.2% | Reduced |
| TFC Financial Management | 47,481 | $9.74M | 1.33% | −104−0.2% | Reduced |
| Curated Wealth Partners LLC | 47,470 | $9.74M | 1.14% | +732+1.6% | Added |
| Financial Council Asset Management Inc | 47,458 | $9.74M | 4.69% | −978−2.0% | Reduced |
| Garrett Investment Advisors LLC | 47,417 | $9.73M | 0.87% | −663−1.4% | Reduced |
| Portfolio Design Labs, LLC | 47,355 | $9.72M | 1.91% | −29,235−38.2% | Reduced |
| Laraway Financial Inc | 47,350 | $9.71M | 7.37% | −761−1.6% | Reduced |
| Nkcfo LLC | 47,300 | $9.71M | 4.05% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 9,703,310 | $9.70M | 7.55% | +9,651,617+18,671.0% | Added |
| DAGCO, Inc. | 47,266 | $9.70M | 2.70% | +169+0.4% | Added |
| Impact Partnership Wealth, LLC | 47,237 | $9.69M | 1.79% | +1,925+4.2% | Added |
| Chesapeake Wealth Management | 47,232 | $9.69M | 3.23% | −287−0.6% | Reduced |
| RDA Financial Network | 47,171 | $9.68M | 2.61% | +528+1.1% | Added |
| Pettinga Financial Advisors, LLC | 47,163 | $9.68M | 2.12% | +35+0.1% | Added |
| LeClair Wealth Partners LLC | 47,148 | $9.67M | 6.57% | −109−0.2% | Reduced |
| Cherry Creek Investment Advisors, Inc. | 47,130 | $9.67M | 4.53% | −1,746−3.6% | Reduced |
| Sage Rhino Capital LLC | 47,081 | $9.66M | 2.04% | −722−1.5% | Reduced |
| RedJay Asset Management Inc. | 47,000 | $9.64M | 2.26% | 00.0% | Unchanged |
| Lynch & Associates | 46,993 | $9.64M | 1.94% | +177+0.4% | Added |
| Atlantic Edge Private Wealth Management, LLC | 46,985 | $9.64M | 2.65% | −142−0.3% | Reduced |
| Richards, Merrill & Peterson, Inc. | 46,874 | $9.62M | 4.57% | −300−0.6% | Reduced |
| Wrapmanager Inc | 46,854 | $9.61M | 2.34% | −8,065−14.7% | Reduced |
| Purkiss Capital Advisors LLC | 46,852 | $9.61M | 5.34% | +1,481+3.3% | Added |
| Smallwood Wealth Investment Management, LLC | 46,799 | $9.60M | 5.48% | +1,548+3.4% | Added |
| Kinsale Capital Group, Inc. | 46,754 | $9.59M | 1.97% | +5,694+13.9% | Added |
| Family Capital Trust Co | 46,702 | $9.58M | 3.32% | −2,517−5.1% | Reduced |
| Palogic Value Management, L.P. | 46,669 | $9.58M | 4.03% | +63+0.1% | Added |
| Mark Sheptoff Financial Planning, LLC | 46,618 | $9.56M | 5.10% | −1,822−3.8% | Reduced |
| Mathes Company, Inc. | 46,592 | $9.56M | 3.55% | −1,101−2.3% | Reduced |
| Paragon Private Wealth Management, LLC | 46,544 | $9.55M | 3.80% | +1,760+3.9% | Added |
| Advisors Management Group Inc | 46,532 | $9.55M | 1.80% | −465−1.0% | Reduced |
| Sterling Investment Counsel, LLC | 46,487 | $9.54M | 5.59% | −21,438−31.6% | Reduced |
| Sitrin Capital Management LLC | 46,486 | $9.54M | 4.87% | −3,727−7.4% | Reduced |
| Magnolia Capital Advisors LLC | 46,461 | $9.53M | 2.40% | +640+1.4% | Added |
| Contravisory Investment Management, Inc. | 46,451 | $9.53M | 1.87% | +1,887+4.2% | Added |
| ABLE Financial Group, LLC | 46,364 | $9.51M | 2.30% | +1,756+3.9% | Added |
| Haven Capital Group, Inc. | 46,356 | $9.51M | 8.38% | −926−2.0% | Reduced |
| Marino, Stram & Associates LLC | 46,327 | $9.50M | 1.92% | +1,853+4.2% | Added |
| Enterprise Financial Services Corp | 46,291 | $9.50M | 5.07% | +1,146+2.5% | Added |
| Cross Staff Investments Inc | 46,237 | $9.49M | 7.05% | +1,712+3.8% | Added |
| Gs Investments, Inc. | 46,219 | $9.48M | 4.20% | −243−0.5% | Reduced |
| Old Point Trust & Financial Services N A | 46,154 | $9.47M | 3.31% | −1,835−3.8% | Reduced |
| Invst, LLC | 46,139 | $9.47M | 1.18% | +4,597+11.1% | Added |
| Navellier & Associates Inc | 46,079 | $9.45M | 1.17% | −358−0.8% | Reduced |
| Vista Capital Partners, Inc. | 45,938 | $9.43M | 1.03% | +8,727+23.5% | Added |
| Poehling Capital Management, LLC | 45,924 | $9.42M | 2.20% | +45,924 | New |
| Affiance Financial, LLC | 45,844 | $9.41M | 1.91% | −1,219−2.6% | Reduced |
| Qsemble Capital Management, LP | 45,820 | $9.40M | 0.90% | +45,820 | New |
| Horst & Graben Wealth Management LLC | 45,787 | $9.39M | 1.56% | +728+1.6% | Added |
| United Bank | 45,732 | $9.38M | 3.59% | +4,901+12.0% | Added |
| Lebenthal Global Advisors, LLC | 45,719 | $9.38M | 1.75% | −1,084−2.3% | Reduced |
| Northwest Wealth Management, LLC | 45,695 | $9.38M | 1.69% | −1,560−3.3% | Reduced |
| Reliant Investment Management, LLC | 45,562 | $9.35M | 4.05% | +1,463+3.3% | Added |
| Mitchell Sinkler & Starr | 45,507 | $9.34M | 4.47% | −53,269−53.9% | Reduced |
| Heirloom Wealth Management | 45,500 | $9.34M | 2.46% | +84+0.2% | Added |
| LCM Capital Management Inc | 45,479 | $9.33M | 4.85% | −1,336−2.9% | Reduced |
| Coppell Advisory Solutions LLC | 46,284 | $9.31M | 1.12% | +5,467+13.4% | Added |
| Centerpoint Advisors, LLC | 45,223 | $9.28M | 3.15% | −199−0.4% | Reduced |
| Stokes Capital Advisors, LLC | 45,186 | $9.27M | 2.27% | −2,928−6.1% | Reduced |
| Peoples Financial Services Corp. | 45,129 | $9.26M | 4.58% | −2,762−5.8% | Reduced |
| Shorepath Capital Management LLC | 45,125 | $9.26M | 7.63% | +440+1.0% | Added |
| Capstone Wealth Management Group LLC | 45,063 | $9.25M | 6.73% | −646−1.4% | Reduced |
| Meritas Wealth Management, LLC | 45,026 | $9.24M | 5.08% | −152−0.3% | Reduced |
| KP Management LLC | 45,000 | $9.23M | 3.74% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 44,994 | $9.23M | 5.21% | −2,180−4.6% | Reduced |
| GSB Wealth Management, LLC | 44,966 | $9.23M | 2.26% | −1,701−3.6% | Reduced |
| Glass Wealth Management Co LLC | 44,959 | $9.22M | 4.91% | −1,872−4.0% | Reduced |
| Nia Impact Advisors, LLC | 44,916 | $9.22M | 3.19% | −852−1.9% | Reduced |
| Hilltop Holdings Inc. | 44,906 | $9.21M | 0.59% | −239,516−84.2% | Reduced |
| Summit Asset Management, LLC | 44,844 | $9.20M | 1.50% | +52+0.1% | Added |
| Snider Financial Group | 44,826 | $9.20M | 2.65% | +405+0.9% | Added |
| Notis-McConarty Edward | 44,800 | $9.19M | 4.48% | −225−0.5% | Reduced |
| Ambassador Advisors, LLC | 44,765 | $9.18M | 1.43% | −374−0.8% | Reduced |
| Pacific Wealth Strategies Group, Inc. | 44,200 | $9.17M | 6.02% | +5,625+14.6% | Added |
| Security National Bank of So Dak | 44,701 | $9.17M | 5.00% | +220.0% | Added |
| Integrated Investment Consultants, LLC | 44,690 | $9.17M | 1.80% | −2,561−5.4% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 44,666 | $9.16M | 3.68% | +14,039+45.8% | Added |
| Sonata Capital Group Inc | 44,666 | $9.16M | 3.66% | +35+0.1% | Added |
| Lavaca Capital LLC | 44,653 | $9.16M | 3.74% | +801+1.8% | Added |
| WT Wealth Management | 44,563 | $9.14M | 2.71% | +3,556+8.7% | Added |
| Sivia Capital Partners, LLC | 44,543 | $9.14M | 3.11% | +1,022+2.3% | Added |
| Delaney Dennis R | 44,539 | $9.14M | 4.69% | +696+1.6% | Added |
| Trinity Legacy Partners, LLC | 43,416 | $9.12M | 2.22% | −380−0.9% | Reduced |
| Drexel Morgan & Co. | 44,296 | $9.09M | 1.61% | 00.0% | Unchanged |
| Carderock Capital Management Inc | 44,256 | $9.08M | 2.33% | −8,643−16.3% | Reduced |
| Nordwand Advisors, LLC | 44,236 | $9.08M | 1.44% | +36,079+442.3% | Added |
| Opinicus Capital, Inc. | 44,198 | $9.07M | 6.89% | +731+1.7% | Added |