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 |
|---|---|---|---|---|---|
| Annandale Capital, LLC | 23,592 | $4.84M | 0.89% | +30.0% | Added |
| Castle Wealth Management LLC | 23,580 | $4.84M | 1.76% | −1,496−6.0% | Reduced |
| Compass Ion Advisors, LLC | 23,549 | $4.83M | 0.52% | −3,145−11.8% | Reduced |
| BankPlus Wealth Management LLC | 23,523 | $4.83M | 3.20% | −300−1.3% | Reduced |
| BHK Investment Advisors, LLC | 23,522 | $4.83M | 1.89% | +71+0.3% | Added |
| Red Wave Investments LLC | 23,517 | $4.82M | 1.59% | −35−0.1% | Reduced |
| AGH Wealth Advisors, LLC | 23,468 | $4.81M | 3.97% | −932−3.8% | Reduced |
| Wiser Advisor Group LLC | 23,467 | $4.81M | 8.36% | −1,953−7.7% | Reduced |
| Tevis Investment Management | 23,462 | $4.81M | 3.08% | −1,916−7.5% | Reduced |
| Challenger Wealth Management | 23,405 | $4.80M | 3.33% | +1,034+4.6% | Added |
| Berkshire Money Management, Inc. | 23,374 | $4.80M | 0.50% | +106+0.5% | Added |
| Ogorek Anthony Joseph | 23,359 | $4.79M | 1.48% | −937−3.9% | Reduced |
| Robbins Farley LLC | 23,344 | $4.79M | 2.23% | +507+2.2% | Added |
| McGlone Suttner Wealth Management, Inc. | 23,341 | $4.79M | 0.72% | +146+0.6% | Added |
| Traveka Wealth, LLC | 23,328 | $4.79M | 2.54% | −1,051−4.3% | Reduced |
| Seldon Capital LP | 23,268 | $4.77M | 2.07% | 00.0% | Unchanged |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 23,215 | $4.77M | 0.34% | −33,535−59.1% | Reduced |
| Outlook Wealth Advisors, LLC | 23,195 | $4.76M | 1.22% | +57+0.2% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 21,413 | $4.76M | 2.66% | 00.0% | Unchanged |
| Salvus Wealth Management, LLC | 23,172 | $4.75M | 2.78% | −1,446−5.9% | Reduced |
| Up Strategic Wealth Investment Advisors LLC | 23,133 | $4.75M | 3.70% | −1,058−4.4% | Reduced |
| Marest Capital, LLC | 23,125 | $4.74M | 3.69% | +143+0.6% | Added |
| May Hill Capital, LLC | 23,063 | $4.73M | 1.56% | +2,751+13.5% | Added |
| Mascoma Wealth Management LLC | 23,054 | $4.73M | 1.10% | +2,005+9.5% | Added |
| Claris Financial LLC | 22,990 | $4.72M | 3.55% | −13,218−36.5% | Reduced |
| American Capital Advisory, LLC | 22,974 | $4.71M | 2.36% | −738−3.1% | Reduced |
| Guerra Advisors Inc | 22,948 | $4.71M | 2.23% | +4,038+21.4% | Added |
| IAM Advisory, LLC | 22,934 | $4.71M | 1.13% | +72+0.3% | Added |
| Riverbend Wealth Management, LLC | 22,910 | $4.70M | 3.56% | +1,178+5.4% | Added |
| Luts & Greenleigh Group, Inc | 22,872 | $4.69M | 4.50% | −352−1.5% | Reduced |
| Morse Asset Management, Inc | 22,852 | $4.69M | 1.03% | −17,313−43.1% | Reduced |
| Northstar Financial Companies, Inc. | 22,845 | $4.69M | 4.87% | −795−3.4% | Reduced |
| Banco de Sabadell, S.A | 22,850 | $4.68M | 3.24% | +102+0.4% | Added |
| Holistic Planning, LLC | 22,794 | $4.68M | 1.34% | +6,934+43.7% | Added |
| PFW Advisors LLC | 22,792 | $4.68M | 1.44% | −2,107−8.5% | Reduced |
| Precedent Wealth Partners, LLC | 22,779 | $4.67M | 1.14% | +1,054+4.9% | Added |
| Sunburst Financial Group, LLC | 22,759 | $4.67M | 1.05% | −66−0.3% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 22,741 | $4.67M | 0.02% | 00.0% | Unchanged |
| LMR Partners LLP | 22,712 | $4.66M | 0.07% | +15,530+216.2% | Added |
| Walker Asset Management, LLC | 22,663 | $4.65M | 2.68% | −21−0.1% | Reduced |
| WESCAP Management Group, Inc. | 22,640 | $4.65M | 1.06% | −40,955−64.4% | Reduced |
| Brown Financial Advisors | 22,630 | $4.64M | 1.81% | +454+2.0% | Added |
| Aberdeen Wealth Management LLC | 22,627 | $4.64M | 3.09% | +10.0% | Added |
| Financial Advisory Partners, LLC | 22,619 | $4.64M | 1.46% | −400−1.7% | Reduced |
| American Institute for Advanced Investment Management, LLP | 22,562 | $4.63M | 3.27% | −50−0.2% | Reduced |
| TPG Advisors LLC | 22,548 | $4.63M | 3.35% | −312−1.4% | Reduced |
| Strata Wealth Advisors, LLC | 22,535 | $4.62M | 1.27% | +4,493+24.9% | Added |
| Beck Capital Management, LLC | 22,533 | $4.62M | 1.15% | −9,884−30.5% | Reduced |
| Rinkey Investments | 22,523 | $4.62M | 1.39% | +2,777+14.1% | Added |
| Finivi Inc. | 22,521 | $4.62M | 3.13% | +259+1.2% | Added |
| Pointe Capital Management LLC | 22,475 | $4.61M | 2.39% | +6,805+43.4% | Added |
| Dividend Assets Capital, LLC | 22,438 | $4.60M | 0.84% | −70.0% | Reduced |
| Capital Planning LLC | 22,430 | $4.60M | 1.45% | −3,841−14.6% | Reduced |
| Synergy Financial Group, LTD | 22,393 | $4.59M | 3.38% | +1,185+5.6% | Added |
| Petros Family Wealth, LLC | 22,388 | $4.59M | 4.20% | −219−1.0% | Reduced |
| First National Bank Sioux Falls | 22,357 | $4.59M | 1.68% | −2,127−8.7% | Reduced |
| Camarda Financial Advisors, LLC | 22,338 | $4.58M | 1.80% | −148−0.7% | Reduced |
| Primoris Wealth Advisors, LLC | 22,323 | $4.58M | 3.13% | +197+0.9% | Added |
| Wedge Capital Management L L P | 22,286 | $4.57M | 0.08% | −256,100−92.0% | Reduced |
| Retirement Guys Formula LLC | 22,285 | $4.57M | 1.74% | +543+2.5% | Added |
| Horan Securities, Inc. | 22,278 | $4.57M | 1.61% | +332+1.5% | Added |
| Wincap Financial LLC | 22,250 | $4.56M | 3.67% | +247+1.1% | Added |
| Well Done, LLC | 22,228 | $4.56M | 0.86% | −2,981−11.8% | Reduced |
| Elmwood Wealth Management, Inc. | 22,174 | $4.55M | 1.80% | −1,506−6.4% | Reduced |
| Westbourne Investments, Inc. | 22,126 | $4.54M | 2.42% | −7,195−24.5% | Reduced |
| RS Crum Inc. | 22,118 | $4.54M | 1.09% | −703−3.1% | Reduced |
| Frederick Financial Consultants, LLC | 22,111 | $4.54M | 2.82% | −349−1.6% | Reduced |
| Phillips Financial Management, LLC | 22,095 | $4.53M | 0.33% | +237+1.1% | Added |
| Reliant Investment Partners, LLC | 22,089 | $4.53M | 3.95% | −1,016−4.4% | Reduced |
| Bolthouse Investments, LLC | 22,082 | $4.53M | 4.49% | −118−0.5% | Reduced |
| Private Client Services, LLC | 22,080 | $4.53M | 1.76% | +8,272+59.9% | Added |
| Aspen Capital Management, LLC | 22,025 | $4.52M | 1.27% | +141+0.6% | Added |
| McElhenny Sheffield Capital Management, LLC | 22,018 | $4.52M | 1.20% | +1,021+4.9% | Added |
| Unique Wealth, LLC | 22,017 | $4.52M | 0.73% | +143+0.7% | Added |
| Emerald Advisors, LLC | 22,017 | $4.52M | 0.58% | +1,634+8.0% | Added |
| Tobias Financial Advisors, Inc. | 21,999 | $4.51M | 0.77% | −38−0.2% | Reduced |
| Capasso Planning Partners LLC | 21,983 | $4.51M | 2.55% | −2,299−9.5% | Reduced |
| Herbst Group, LLC | 21,951 | $4.50M | 2.70% | +57+0.3% | Added |
| Quantitative Investment Management, LLC | 21,948 | $4.50M | 0.60% | +21,948 | New |
| Dougherty Wealth Advisers LLC | 21,926 | $4.50M | 2.99% | 00.0% | Unchanged |
| White Knight Strategic Wealth Advisors, LLC | 21,923 | $4.50M | 3.83% | −14−0.1% | Reduced |
| Dimension Capital Management LLC | 21,908 | $4.49M | 0.70% | +187+0.9% | Added |
| Royal Harbor Partners, LLC | 21,891 | $4.49M | 1.64% | −4,121−15.8% | Reduced |
| Legacy CG, LLC | 21,885 | $4.49M | 1.34% | −232−1.0% | Reduced |
| Beta Wealth Group, Inc. | 21,876 | $4.49M | 1.64% | +2,374+12.2% | Added |
| First Financial Group Corp | 21,873 | $4.49M | 4.38% | −2,929−11.8% | Reduced |
| Commonwealth Financial Services, LLC | 21,819 | $4.48M | 0.86% | −563−2.5% | Reduced |
| Centerpoint Advisory Group | 21,787 | $4.47M | 3.88% | −222−1.0% | Reduced |
| Somerset Group LLC | 21,776 | $4.47M | 3.78% | −2,898−11.7% | Reduced |
| Union Savings Bank | 21,520 | $4.47M | 2.05% | −417−1.9% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 21,737 | $4.46M | 0.49% | +1,005+4.8% | Added |
| Emprise Bank | 21,732 | $4.46M | 2.14% | +685+3.3% | Added |
| Kendall Capital Management | 21,728 | $4.46M | 1.18% | +1,505+7.4% | Added |
| R.H. Investment Group, LLC | 21,725 | $4.46M | 4.09% | +242+1.1% | Added |
| CJM Wealth Advisers, Ltd. | 21,723 | $4.46M | 1.48% | −311−1.4% | Reduced |
| Massachusetts Wealth Management | 21,693 | $4.45M | 2.51% | +21,693 | New |
| Barry Investment Advisors, LLC | 21,693 | $4.45M | 1.11% | −322−1.5% | Reduced |
| Truepoint, Inc. | 21,690 | $4.45M | 0.11% | −2,991−12.1% | Reduced |
| Aspire Capital Advisors LLC | 21,680 | $4.45M | 1.23% | −92−0.4% | Reduced |
| Arlington Partners LLC | 21,640 | $4.44M | 1.64% | +3,512+19.4% | Added |