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 |
|---|---|---|---|---|---|
| ROI Financial Advisors, LLC | 40,283 | $8.26M | 5.25% | −368−0.9% | Reduced |
| Mattson Financial Services, LLC | 40,278 | $8.26M | 2.23% | +3,123+8.4% | Added |
| Madison Wealth Partners, Inc | 40,245 | $8.26M | 1.80% | +54+0.1% | Added |
| Meridian Wealth Partners, LLC | 40,169 | $8.24M | 1.19% | +704+1.8% | Added |
| Onefund, LLC | 40,146 | $8.24M | 5.93% | −412−1.0% | Reduced |
| Entropy Technologies, LP | 40,101 | $8.23M | 0.65% | +40,101 | New |
| Abound Wealth Management | 40,024 | $8.21M | 2.32% | +382+1.0% | Added |
| Register Financial Advisors LLC | 40,023 | $8.21M | 3.59% | +6,826+20.6% | Added |
| Whitebox Advisors LLC | 40,000 | $8.21M | 0.22% | +20,000+100.0% | Added |
| Seven Grand Managers, LLC | 40,000 | $8.21M | 0.98% | +40,000 | New |
| Variant Private Wealth, LLC | 39,967 | $8.20M | 8.51% | +396+1.0% | Added |
| Family Legacy, Inc. | 39,896 | $8.19M | 2.66% | −263−0.7% | Reduced |
| East Coast Asset Management, LLC. | 39,833 | $8.17M | 2.71% | −179−0.4% | Reduced |
| Goepper Burkhardt LLC | 39,829 | $8.17M | 3.01% | −725−1.8% | Reduced |
| Fieldview Capital Management, LLC | 39,783 | $8.16M | 1.23% | +39,783 | New |
| Royal Fund Management, LLC | 39,772 | $8.16M | 0.87% | −4,973−11.1% | Reduced |
| Boxwood Ventures, Inc. | 39,767 | $8.16M | 10.56% | +2,022+5.4% | Added |
| Berry Wealth Group, LP | 39,754 | $8.16M | 5.71% | +356+0.9% | Added |
| Trilogy Capital Inc. | 39,688 | $8.14M | 0.40% | +437+1.1% | Added |
| Summit Financial Wealth Advisors, LLC | 39,687 | $8.14M | 1.46% | +2,119+5.6% | Added |
| Artemis Wealth Advisors, LLC | 39,684 | $8.14M | 1.40% | +912+2.4% | Added |
| Johnson Bixby & Associates, LLC | 39,511 | $8.11M | 1.11% | +130+0.3% | Added |
| Aft, Forsyth & Company, Inc. | 39,485 | $8.10M | 4.16% | +102+0.3% | Added |
| Intrepid Financial Planning Group LLC | 39,472 | $8.10M | 3.40% | −43−0.1% | Reduced |
| One Day In July LLC | 39,407 | $8.09M | 0.73% | −660−1.6% | Reduced |
| Ayalon Holdings Ltd. | 39,358 | $8.07M | 2.33% | 00.0% | Unchanged |
| Alan B. Lancz & Associates, Inc. | 39,330 | $8.07M | 8.08% | −992−2.5% | Reduced |
| Provenance Wealth Advisors, LLC | 39,314 | $8.07M | 1.16% | −5,716−12.7% | Reduced |
| SLT Holdings LLC | 39,208 | $8.04M | 5.99% | +777+2.0% | Added |
| Matisse Capital | 39,181 | $8.04M | 3.80% | −479−1.2% | Reduced |
| Liontrust Investment Partners LLP | 39,170 | $8.04M | 0.12% | −107,420−73.3% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 39,169 | $8.04M | 4.69% | +454+1.2% | Added |
| Freedom Day Solutions, LLC | 39,149 | $8.03M | 2.39% | −1,992−4.8% | Reduced |
| Lynch Asset Management, Inc. | 39,125 | $8.03M | 2.83% | +400+1.0% | Added |
| Lakeshore Financial Planning, Inc. | 39,099 | $8.02M | 3.22% | +589+1.5% | Added |
| Trinity Financial Advisors LLC | 39,090 | $8.02M | 2.46% | +10,089+34.8% | Added |
| Parkshore Wealth Management, Inc. | 39,073 | $8.02M | 3.92% | −361−0.9% | Reduced |
| Novak & Powell Financial Services, Inc. | 39,069 | $8.02M | 5.56% | −137−0.3% | Reduced |
| Bernardo Wealth Planning LLC | 39,034 | $8.01M | 1.74% | −1,846−4.5% | Reduced |
| Rahlfs Capital, LLC | 39,035 | $8.01M | 7.33% | −8,465−17.8% | Reduced |
| W Advisors, LLC | 38,994 | $8.00M | 4.59% | +162+0.4% | Added |
| C2C Wealth Management, LLC | 38,986 | $8.00M | 7.24% | −1,000−2.5% | Reduced |
| Spirit of America Management Corp | 38,982 | $8.00M | 1.67% | −5,200−11.8% | Reduced |
| Lindenwold Advisors | 38,958 | $7.99M | 4.15% | +773+2.0% | Added |
| Blackhawk Capital Partners LLC. | 38,926 | $7.99M | 3.68% | +246+0.6% | Added |
| Strategic Financial Concepts, LLC | 38,903 | $7.99M | 1.12% | −13,429−25.7% | Reduced |
| Hollow Brook Wealth Management LLC | 38,900 | $7.98M | 2.34% | −61−0.2% | Reduced |
| Bruce & Co., Inc. | 38,900 | $7.98M | 2.59% | 00.0% | Unchanged |
| Madrona Financial Services, LLC | 38,885 | $7.98M | 1.91% | +1,388+3.7% | Added |
| Goldstone Financial Group, LLC | 37,354 | $7.98M | 1.05% | +7,591+25.5% | Added |
| William Allan, LLC | 38,851 | $7.97M | 4.64% | +571+1.5% | Added |
| Okabena Investment Services Inc | 38,819 | $7.96M | 1.77% | +8,895+29.7% | Added |
| Patrick M Sweeney & Associates, Inc | 37,273 | $7.96M | 5.48% | −88−0.2% | Reduced |
| Palmer Knight Co | 38,791 | $7.96M | 3.39% | +5,536+16.6% | Added |
| Pacitti Group Inc. | 38,775 | $7.96M | 3.45% | −38−0.1% | Reduced |
| Legacy Financial Group, Inc. | 38,750 | $7.95M | 2.35% | −1,078−2.7% | Reduced |
| Transatlantique Private Wealth LLC | 38,750 | $7.95M | 2.92% | −699−1.8% | Reduced |
| Balentine LLC | 38,733 | $7.95M | 0.31% | −28,462−42.4% | Reduced |
| Ameriflex Group, Inc. | 39,522 | $7.94M | 4.18% | −19,901−33.5% | Reduced |
| Resurgent Financial Advisors LLC | 38,695 | $7.94M | 4.36% | +742+2.0% | Added |
| Martin & Co Inc | 38,689 | $7.94M | 1.46% | +100+0.3% | Added |
| Vance Wealth, Inc. | 38,648 | $7.93M | 2.67% | +921+2.4% | Added |
| Cromwell Holdings LLC | 38,627 | $7.93M | 4.81% | −2,653−6.4% | Reduced |
| Processus Wealth & Capital Management, LLC | 38,605 | $7.92M | 6.26% | −943−2.4% | Reduced |
| Altrafin AG | 38,536 | $7.91M | 2.67% | −1,300−3.3% | Reduced |
| Aurora Investment Managers, LLC. | 38,530 | $7.91M | 4.78% | +10.0% | Added |
| Paul R. Ried Financial Group, LLC | 38,444 | $7.89M | 4.77% | −6,460−14.4% | Reduced |
| Insight Wealth Strategies, LLC | 37,946 | $7.89M | 1.00% | +936+2.5% | Added |
| Rockbridge Capital Management LLC | 38,431 | $7.88M | 4.49% | −136−0.4% | Reduced |
| Victrix Investment Advisors | 38,422 | $7.88M | 3.49% | +1,097+2.9% | Added |
| Founders Capital Management | 38,421 | $7.88M | 4.72% | −118−0.3% | Reduced |
| Revere Asset Management, Inc | 38,403 | $7.88M | 3.82% | +36,911+2,473.9% | Added |
| Haven Private, LLC | 38,401 | $7.88M | 3.49% | +26,219+215.2% | Added |
| D'Orazio & Associates, Inc. | 38,390 | $7.88M | 1.11% | −2,076−5.1% | Reduced |
| Encompass Wealth Advisors, LLC | 38,385 | $7.88M | 2.89% | −920−2.3% | Reduced |
| Piscataqua Savings Bank | 38,328 | $7.86M | 6.57% | +320+0.8% | Added |
| Nvest Financial, LLC | 38,250 | $7.85M | 4.09% | +3,465+10.0% | Added |
| Pinnacle West Asset Management, Inc. | 38,245 | $7.85M | 5.42% | −285−0.7% | Reduced |
| Clarus Group, Inc. | 38,207 | $7.84M | 2.88% | −584−1.5% | Reduced |
| Beacon Financial Advisory LLC | 38,182 | $7.83M | 2.03% | +6,083+19.0% | Added |
| Wealth Quarterback LLC | 38,158 | $7.83M | 3.71% | +499+1.3% | Added |
| Libra Wealth LLC | 39,140 | $7.82M | 2.56% | +14,060+56.1% | Added |
| McAlister, Sweet & Associates, Inc. | 38,127 | $7.82M | 6.94% | +8,094+27.0% | Added |
| Pecaut & Co. | 38,070 | $7.81M | 2.59% | −1,347−3.4% | Reduced |
| Gould Asset Management LLC | 38,042 | $7.81M | 1.53% | −1,112−2.8% | Reduced |
| tru Independence LLC | 38,021 | $7.80M | 2.26% | +3,039+8.7% | Added |
| Cambridge Advisors Inc. | 37,940 | $7.78M | 1.63% | −2,716−6.7% | Reduced |
| Marion Wealth Management | 37,939 | $7.78M | 1.95% | +296+0.8% | Added |
| Gilder Gagnon Howe & Co LLC | 37,880 | $7.77M | 0.08% | −7,455−16.4% | Reduced |
| Mason & Associates Inc | 37,877 | $7.77M | 1.79% | +3,403+9.9% | Added |
| Landing Point Financial Group, LLC | 37,871 | $7.77M | 4.90% | +99+0.3% | Added |
| Innovative Advisory Group, LLC | 37,809 | $7.76M | 6.65% | −1,380−3.5% | Reduced |
| Merrion Investment Management Co, LLC | 37,797 | $7.75M | 5.03% | −9,894−20.7% | Reduced |
| William Mack & Associates, Inc. | 37,772 | $7.75M | 4.92% | +1,886+5.3% | Added |
| Mainstream Capital Management LLC | 37,737 | $7.74M | 5.63% | −1,124−2.9% | Reduced |
| Yarger Wealth Strategies, LLC | 37,692 | $7.73M | 4.04% | +3,476+10.2% | Added |
| First United Bank Trust | 37,653 | $7.73M | 2.69% | −897−2.3% | Reduced |
| Legacy Edge Advisors, LLC | 37,642 | $7.72M | 1.03% | +2,051+5.8% | Added |
| US Asset Management LLC | 37,628 | $7.72M | 6.69% | −59−0.2% | Reduced |
| Bull Street Advisors, LLC | 37,576 | $7.71M | 3.71% | −1,343−3.5% | Reduced |