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, Q1 2026
Institutional positions in Apple Inc. as of Mar 31, 2026. 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
- 6,135
- +105 vs. Q4 2025
- Shares held
- 9.49B
- +1.53B (+19.2%) vs. Q4 2025
- Total value
- $2.40T
- +$237.2B (+11.0%) vs. Q4 2025
- New holders
- 207
- 2,433 more added
- Sold out
- 102
- 3,086 more reduced
101 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Apple Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bank & Trust Co | 12,941 | $3.28M | 2.21% | +558+4.5% | Added |
| Pathway Wealth Management LLC | 12,950 | $3.29M | 3.11% | 00.0% | Unchanged |
| Kaufman Rossin Wealth, LLC | 12,951 | $3.29M | 1.88% | −178−1.4% | Reduced |
| Global Trust Wealth Management LLC | 12,961 | $3.29M | 2.49% | −9−0.1% | Reduced |
| Wealth Watch Advisors, INC | 12,964 | $3.29M | 1.38% | +3,379+35.3% | Added |
| Ulland Investment Advisors, LLC | 12,968 | $3.29M | 2.82% | −269−2.0% | Reduced |
| Arwa LLC | 12,641 | $3.29M | 1.63% | +432+3.5% | Added |
| Authentikos Wealth Advisory, LLC | 12,994 | $3.30M | 2.23% | −365−2.7% | Reduced |
| Olstein Capital Management, L.P. | 13,000 | $3.30M | 0.72% | 00.0% | Unchanged |
| OFS Enterprise LLC | 13,001 | $3.30M | 0.97% | +13,001 | New |
| Mountain Pacific Investment Advisers Inc | 13,008 | $3.30M | 0.57% | −1,525−10.5% | Reduced |
| 1248 Management, LLC | 13,010 | $3.30M | 1.53% | 00.0% | Unchanged |
| Kelman-Lazarov, Inc. | 13,053 | $3.31M | 0.47% | −39−0.3% | Reduced |
| Skyline Advisors, Inc. | 13,061 | $3.31M | 1.16% | −552−4.1% | Reduced |
| Wealthcare Capital Partners, LLC | 13,068 | $3.32M | 1.55% | −1,840−12.3% | Reduced |
| Birchbrook, Inc. | 13,069 | $3.32M | 1.63% | −130−1.0% | Reduced |
| Kondo Wealth Advisors, Inc. | 13,068 | $3.32M | 1.25% | +224+1.7% | Added |
| Ade, LLC | 13,073 | $3.32M | 1.59% | −467−3.4% | Reduced |
| Legal Advantage Investments, Inc. | 13,073 | $3.32M | 1.71% | −3,525−21.2% | Reduced |
| Tectonic Advisors LLC | 13,074 | $3.32M | 0.18% | −7,552−36.6% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 13,079 | $3.32M | 0.36% | +37+0.3% | Added |
| NBZ Investment Advisors LLC | 13,081 | $3.32M | 1.45% | +1,400+12.0% | Added |
| Cherry Tree Wealth Management, LLC | 13,096 | $3.32M | 0.70% | −187−1.4% | Reduced |
| Diker Management LLC | 13,097 | $3.32M | 2.96% | −6,860−34.4% | Reduced |
| Vilga Financial Planning LLC | 13,105 | $3.33M | 2.97% | 00.0% | Unchanged |
| Roxbury Financial LLC | 13,106 | $3.33M | 2.99% | −93−0.7% | Reduced |
| Fortune 45 LLC | 13,111 | $3.33M | 1.62% | −3,278−20.0% | Reduced |
| Financial Solutions Advisory Group, Inc. | 13,111 | $3.33M | 0.46% | +13,111 | New |
| WealthCollab, LLC | 13,122 | $3.33M | 1.37% | −60−0.5% | Reduced |
| RCS Financial Planning, LLC | 13,129 | $3.33M | 1.73% | −1,708−11.5% | Reduced |
| Verus Financial Partners, Inc. | 12,665 | $3.34M | 0.30% | +111+0.9% | Added |
| Causey Wealth LLC | 13,147 | $3.34M | 1.42% | +2,517+23.7% | Added |
| Master's Wealth Management Inc. | 13,177 | $3.34M | 1.13% | +1,149+9.6% | Added |
| Objectivity Squared, LLC | 13,184 | $3.35M | 2.11% | −216−1.6% | Reduced |
| Smith Partners Wealth Management, LLC | 13,190 | $3.35M | 3.00% | −244−1.8% | Reduced |
| CogentBlue Wealth Advisors, LLC | 13,203 | $3.35M | 2.25% | −149−1.1% | Reduced |
| Saxony Capital Management, LLC | 13,232 | $3.36M | 1.95% | +180+1.4% | Added |
| Elm3 Financial Group, LLC | 13,238 | $3.36M | 2.84% | −176−1.3% | Reduced |
| Miller Financial Services LLC | 13,241 | $3.36M | 3.74% | −210−1.6% | Reduced |
| Golden Reserve Retirement LLC | 13,246 | $3.36M | 0.69% | −1,647−11.1% | Reduced |
| Laidlaw Wealth Management LLC | 13,257 | $3.36M | 11.68% | 00.0% | Unchanged |
| Greater Midwest Financial Group, LLC | 13,261 | $3.37M | 1.81% | −127−0.9% | Reduced |
| Prevail Innovative Wealth Advisors, LLC | 13,264 | $3.37M | 0.57% | −713−5.1% | Reduced |
| Wealth Forward, LLC | 13,268 | $3.37M | 1.90% | −114−0.9% | Reduced |
| BlueSky Wealth Advisors, LLC | 13,270 | $3.37M | 0.43% | +2,703+25.6% | Added |
| Dodds Wealth, LLC | 13,271 | $3.37M | 0.83% | −148−1.1% | Reduced |
| Sonoma Allocations LLC | 13,329 | $3.37M | 1.16% | −679−4.8% | Reduced |
| Harvey Investment Co LLC | 13,277 | $3.37M | 0.37% | 00.0% | Unchanged |
| Carlson Financial, Inc. | 13,288 | $3.37M | 1.99% | −237−1.8% | Reduced |
| Fenimore Asset Management Inc | 13,296 | $3.37M | 0.08% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 13,334 | $3.38M | 2.36% | +73+0.6% | Added |
| Endeavor Private Wealth, Inc. | 13,338 | $3.39M | 0.97% | +292+2.2% | Added |
| Alessandra Capital Management, LLC | 13,340 | $3.39M | 2.89% | −377−2.7% | Reduced |
| Entruity Wealth, LLC | 13,341 | $3.39M | 2.30% | −374−2.7% | Reduced |
| Peoples Bank | 13,351 | $3.39M | 3.41% | +291+2.2% | Added |
| Leo H. Evart, Inc. | 13,362 | $3.39M | 2.90% | +13,362 | New |
| Midwest Professional Planners, LTD. | 13,369 | $3.39M | 0.80% | −3,095−18.8% | Reduced |
| Payne Capital Management, LLC | 13,388 | $3.40M | 1.03% | +26+0.2% | Added |
| Hobbs Group Advisors, LLC | 13,394 | $3.40M | 1.02% | +175+1.3% | Added |
| Global Strategic Investment Solutions, LLC | 13,398 | $3.40M | 0.33% | −2,071−13.4% | Reduced |
| Helen Stephens Group, LLC | 13,413 | $3.40M | 0.68% | +548+4.3% | Added |
| Inkwell Capital LLC | 13,417 | $3.41M | 3.47% | −133−1.0% | Reduced |
| Bright Futures Wealth Management, LLC. | 13,421 | $3.41M | 2.33% | +2,235+20.0% | Added |
| TCP Asset Management, LLC | 13,456 | $3.41M | 0.44% | +2,029+17.8% | Added |
| Three Seasons Wealth, LLC | 13,465 | $3.42M | 1.30% | −481,000−97.3% | Reduced |
| Washburn Capital Management, Inc. | 13,470 | $3.42M | 1.99% | −128−0.9% | Reduced |
| Peterson Wealth Advisors, LLC | 13,472 | $3.42M | 0.45% | +271+2.1% | Added |
| Provident Living Financial Services, Inc. | 13,478 | $3.42M | 3.77% | −724−5.1% | Reduced |
| Guardian Financial Partners, LLC | 13,485 | $3.42M | 1.44% | +20+0.1% | Added |
| MKT Advisors LLC | 13,557 | $3.44M | 1.15% | −15−0.1% | Reduced |
| Latko Wealth Management, Ltd. | 13,542 | $3.44M | 1.68% | −298−2.2% | Reduced |
| WealthTrust Asset Management, LLC | 13,556 | $3.44M | 2.05% | +4,859+55.9% | Added |
| Curtis Advisory Group, LLC | 13,561 | $3.44M | 0.74% | −181−1.3% | Reduced |
| Keb Asset Management, LLC | 13,582 | $3.45M | 0.66% | +194+1.4% | Added |
| Townsend & Associates, Inc | 12,620 | $3.45M | 0.30% | −214−1.7% | Reduced |
| Accelerate Investment Advisors LLC | 13,605 | $3.45M | 2.31% | −32−0.2% | Reduced |
| Paragon Capital Management Ltd | 13,630 | $3.46M | 0.73% | −92−0.7% | Reduced |
| AXS Investments LLC | 13,633 | $3.46M | 1.40% | −1,052−7.2% | Reduced |
| Chicago Wealth Management, Inc. | 13,645 | $3.46M | 1.38% | +10+0.1% | Added |
| Eads & Heald Wealth Management | 13,650 | $3.46M | 1.73% | −105−0.8% | Reduced |
| WMS Group LLC | 13,657 | $3.47M | 5.04% | −3,208−19.0% | Reduced |
| Client 1st Advisory Group, LLC | 13,694 | $3.48M | 1.06% | +441+3.3% | Added |
| FreeGulliver LLC | 13,696 | $3.48M | 1.47% | −1,024−7.0% | Reduced |
| Y.D. More Investments Ltd | 13,770 | $3.48M | 0.14% | −10,140−42.4% | Reduced |
| Align Financial, LLC | 13,740 | $3.49M | 1.98% | −3,785,504−99.6% | Reduced |
| Whipplewood Advisors, LLC | 13,748 | $3.49M | 1.81% | +693+5.3% | Added |
| Capitol Family Office, Inc. | 12,846 | $3.49M | 4.12% | 00.0% | Unchanged |
| Rexford Capital Inc | 13,770 | $3.49M | 2.50% | +208+1.5% | Added |
| Northern Capital Management, Inc. | 13,770 | $3.49M | 1.75% | −28−0.2% | Reduced |
| Orin Green Financial, LLC | 13,786 | $3.50M | 1.44% | +130+1.0% | Added |
| Guardian Capital, LLC | 13,799 | $3.50M | 3.35% | −6,149−30.8% | Reduced |
| Houlihan Financial Resource Group, Ltd. | 13,806 | $3.50M | 1.37% | +13+0.1% | Added |
| Foundation Wealth Management, LLC | 13,810 | $3.50M | 2.37% | −860−5.9% | Reduced |
| Harbour Wealth Management Group, Inc. | 13,834 | $3.51M | 2.64% | −344−2.4% | Reduced |
| Wealth Care LLC | 13,844 | $3.51M | 3.12% | +13,844 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 13,846 | $3.51M | 5.37% | −846−5.8% | Reduced |
| Sherman Asset Management, Inc. | 13,846 | $3.51M | 3.23% | +33+0.2% | Added |
| Forza Wealth Management, LLC | 13,878 | $3.52M | 1.23% | +679+5.1% | Added |
| Lynx Capital Group Ltd | 13,893 | $3.53M | 1.64% | −267−1.9% | Reduced |
| Innovative Advisory Group, LLC | 13,898 | $3.53M | 3.11% | −23,749−63.1% | Reduced |