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, 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 | 6,152 | $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, 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 |
|---|---|---|---|---|---|
| Trace Wealth Advisors, LLC | 17,647 | $4.48M | 3.36% | −1,105−5.9% | Reduced |
| LeConte Wealth Management, LLC | 17,672 | $4.48M | 2.90% | +611+3.6% | Added |
| Ames National Corp | 17,681 | $4.49M | 2.71% | 00.0% | Unchanged |
| Outfitter Financial LLC | 17,690 | $4.49M | 3.48% | −190−1.1% | Reduced |
| Thrive Capital Management, LLC | 17,695 | $4.49M | 0.98% | −540−3.0% | Reduced |
| Guidance Capital, Inc | 15,802 | $4.49M | 1.01% | +4,656+41.8% | Added |
| Element Pointe Advisors, LLC | 17,705 | $4.49M | 0.85% | +362+2.1% | Added |
| Morris Retirement Advisors, LLC | 17,722 | $4.50M | 1.84% | +20.0% | Added |
| Hobart Private Capital, LLC | 17,734 | $4.50M | 0.88% | +1,879+11.9% | Added |
| Palisades Hudson Asset Management, L.P. | 17,734 | $4.50M | 1.75% | −87−0.5% | Reduced |
| Intergy Private Wealth, LLC | 17,744 | $4.50M | 1.32% | +140+0.8% | Added |
| Pine Harbor Wealth Management, LLC | 17,749 | $4.50M | 1.35% | −526−2.9% | Reduced |
| Snowwater Investment Partners, LLC | 17,770 | $4.51M | 4.25% | −266−1.5% | Reduced |
| JMN Financial LLC | 17,806 | $4.52M | 4.44% | +1,151+6.9% | Added |
| Forteris Wealth Management Inc. | 17,827 | $4.52M | 4.33% | −720−3.9% | Reduced |
| Wealth Management Strategies, Inc. | 17,836 | $4.53M | 2.05% | +16+0.1% | Added |
| Integrity Wealth Solutions LLC | 17,846 | $4.53M | 1.78% | +707+4.1% | Added |
| Dopkins Wealth Management, LLC | 17,867 | $4.53M | 1.82% | +5,884+49.1% | Added |
| Aspetuck Financial Management LLC | 17,880 | $4.54M | 3.11% | +175+1.0% | Added |
| Viawealth, LLC | 17,914 | $4.55M | 2.53% | +341+1.9% | Added |
| Birchwood Financial Partners, Inc. | 17,919 | $4.55M | 4.38% | −521−2.8% | Reduced |
| Meridian Management Co | 17,920 | $4.55M | 1.13% | −210−1.2% | Reduced |
| Avion Wealth | 17,921 | $4.55M | 0.94% | −1,055−5.6% | Reduced |
| Custos Family Office, LLC | 17,937 | $4.55M | 3.16% | +494+2.8% | Added |
| Finward Bancorp | 17,945 | $4.55M | 3.64% | −313−1.7% | Reduced |
| Tucker Asset Management LLC | 17,946 | $4.55M | 1.36% | +5,180+40.6% | Added |
| Magnolia Private Wealth, LLC | 17,951 | $4.56M | 3.04% | +500+2.9% | Added |
| Trust Co of Kansas | 17,954 | $4.56M | 2.52% | −1,142−6.0% | Reduced |
| Ahara Advisors LLC | 17,999 | $4.57M | 3.82% | +730+4.2% | Added |
| Monetta Financial Services Inc | 18,000 | $4.57M | 3.54% | 00.0% | Unchanged |
| Stone Point Wealth LLC | 18,017 | $4.57M | 1.27% | −588−3.2% | Reduced |
| Peoples Bank | 18,035 | $4.58M | 2.81% | −924−4.9% | Reduced |
| Greenbush Financial Group, LLC | 18,043 | $4.58M | 1.52% | +1,505+9.1% | Added |
| Sylvest Advisors, LLC | 18,048 | $4.58M | 2.44% | +145+0.8% | Added |
| Harvest Investment Services, LLC | 18,072 | $4.59M | 0.84% | −553−3.0% | Reduced |
| Sentry LLC | 18,097 | $4.59M | 1.46% | +300+1.7% | Added |
| Rialto Wealth Management, LLC | 18,115 | $4.60M | 1.03% | +122+0.7% | Added |
| Prospect Financial Services LLC | 18,118 | $4.60M | 2.81% | −36−0.2% | Reduced |
| Coquina Private Wealth LLC | 18,160 | $4.61M | 3.71% | −30−0.2% | Reduced |
| Intellectus Partners, LLC | 18,174 | $4.61M | 0.94% | +1,549+9.3% | Added |
| Richard W. Paul & Associates, LLC | 18,195 | $4.62M | 1.55% | +59+0.3% | Added |
| South Shore Capital Advisors | 18,198 | $4.62M | 3.38% | −766−4.0% | Reduced |
| Rather & Kittrell, Inc. | 18,203 | $4.62M | 0.71% | +2,705+17.5% | Added |
| Retirement Guys Formula LLC | 18,206 | $4.62M | 2.12% | +274+1.5% | Added |
| Sara-Bay Financial | 18,208 | $4.62M | 1.43% | −434−2.3% | Reduced |
| KC Investment Advisors, LLC | 18,211 | $4.62M | 1.08% | +1,000+5.8% | Added |
| Friday Financial | 18,241 | $4.63M | 1.60% | 00.0% | Unchanged |
| Blue Rock Wealth Management LLC | 18,256 | $4.63M | 2.95% | +2,750+17.7% | Added |
| Herbst Group, LLC | 18,257 | $4.63M | 2.86% | −1,868−9.3% | Reduced |
| Foresight Capital Management Advisors, Inc. | 18,274 | $4.64M | 2.58% | −660−3.5% | Reduced |
| New Insight Wealth Advisors | 18,298 | $4.64M | 1.67% | −584−3.1% | Reduced |
| ASL Financial, LLC | 18,306 | $4.65M | 3.71% | −510−2.7% | Reduced |
| MA Private Wealth | 18,313 | $4.65M | 0.79% | +1,232+7.2% | Added |
| Samara Investment Management, LLC | 18,328 | $4.65M | 4.82% | +18,328 | New |
| Ruedi Wealth Management, Inc. | 18,330 | $4.65M | 1.20% | −61−0.3% | Reduced |
| Birchcreek Wealth Management, LLC | 18,337 | $4.65M | 2.24% | −128−0.7% | Reduced |
| PCG Asset Management, LLC | 18,340 | $4.65M | 3.72% | +229+1.3% | Added |
| Royal Harbor Partners, LLC | 18,368 | $4.66M | 1.58% | −516−2.7% | Reduced |
| Worth Asset Management, LLC | 18,410 | $4.67M | 1.74% | −856−4.4% | Reduced |
| Legacy Capital Wealth Management, LLC | 18,428 | $4.68M | 2.73% | +4,578+33.1% | Added |
| Consilio Wealth Advisors, LLC | 18,439 | $4.68M | 1.37% | +152+0.8% | Added |
| Operose Advisors LLC | 18,440 | $4.68M | 1.09% | +3,152+20.6% | Added |
| Needham Investment Management LLC | 18,450 | $4.68M | 0.24% | 00.0% | Unchanged |
| Northstar Financial Companies, Inc. | 18,476 | $4.69M | 3.73% | −4,308−18.9% | Reduced |
| New Covenant Trust Company, N.A. | 18,479 | $4.69M | 4.19% | +1,430+8.4% | Added |
| Hardworking Capital Advisors, LLC | 18,506 | $4.70M | 4.40% | −15−0.1% | Reduced |
| Core Wealth Advisors, Inc. | 18,518 | $4.70M | 1.12% | +263+1.4% | Added |
| Avaii Wealth Management, LLC | 18,521 | $4.70M | 1.64% | +232+1.3% | Added |
| Fulcrum Wealth Advisors, LLC | 18,539 | $4.70M | 3.90% | +8,412+83.1% | Added |
| Platt Wealth Management LLC | 18,542 | $4.71M | 4.59% | −138−0.7% | Reduced |
| Conscious Wealth Investments, LLC | 17,678 | $4.71M | 2.62% | +15,630+763.2% | Added |
| Conservest Capital Advisors, Inc. | 18,561 | $4.71M | 0.43% | +324+1.8% | Added |
| Frederick Financial Consultants, LLC | 18,588 | $4.72M | 2.35% | −4,444−19.3% | Reduced |
| Warren Street Wealth Advisors, LLC | 18,602 | $4.72M | 1.21% | +785+4.4% | Added |
| BCS Wealth Management | 18,621 | $4.73M | 0.96% | −18,969−50.5% | Reduced |
| Twelve Points Wealth Management LLC | 18,647 | $4.73M | 1.04% | +813+4.6% | Added |
| Mosaic Financial Group, LLC | 18,678 | $4.74M | 3.36% | −524−2.7% | Reduced |
| MLG Wealth Management DBA Pine Grove Financial Group | 18,692 | $4.74M | 0.55% | −52−0.3% | Reduced |
| Northern Financial Advisors Inc | 18,747 | $4.76M | 3.47% | +4,704+33.5% | Added |
| Summit Wealth Group, LLC | 18,773 | $4.76M | 1.09% | −750−3.8% | Reduced |
| NWM Advisors, LLC | 18,774 | $4.76M | 4.34% | −266−1.4% | Reduced |
| Islay Capital Management, LLC | 18,803 | $4.77M | 2.42% | −555−2.9% | Reduced |
| Arbor Investment Advisors, LLC | 18,808 | $4.77M | 0.62% | +450+2.5% | Added |
| Iams Wealth Management, LLC | 18,815 | $4.78M | 1.66% | +774+4.3% | Added |
| R Squared Ltd | 18,818 | $4.78M | 2.62% | +18,818 | New |
| Ssa Swiss Advisors AG | 18,813 | $4.78M | 2.22% | 00.0% | Unchanged |
| Unique Wealth, LLC | 18,834 | $4.78M | 0.66% | −2,555−11.9% | Reduced |
| Austin Wealth Management, LLC | 18,468 | $4.78M | 1.09% | −7,933−30.0% | Reduced |
| Westshore Wealth, LLC | 18,859 | $4.79M | 1.68% | −8,699−31.6% | Reduced |
| Cumberland Advisors Inc | 18,880 | $4.79M | 1.88% | 00.0% | Unchanged |
| Sageworth Trust Co | 18,891 | $4.79M | 0.21% | +6,451+51.9% | Added |
| Moment Partners, LLC | 18,895 | $4.80M | 0.86% | +1,553+9.0% | Added |
| Valtinson Bruner Financial Planning LLC | 18,908 | $4.80M | 1.32% | +1,000+5.6% | Added |
| Waller Financial Planning Group, Inc | 18,932 | $4.80M | 1.06% | +88+0.5% | Added |
| Collar Capital Management, LLC | 18,937 | $4.81M | 3.11% | −22−0.1% | Reduced |
| Schulhoff & Co Inc | 18,940 | $4.81M | 1.98% | 00.0% | Unchanged |
| Baker Boyer National Bank | 18,952 | $4.81M | 1.45% | −272−1.4% | Reduced |
| Capital Financial Group Inc | 18,953 | $4.81M | 2.64% | +205+1.1% | Added |
| 25 LLC | 18,961 | $4.81M | 1.48% | +1,123+6.3% | Added |
| Carson Advisory Inc. | 18,963 | $4.81M | 2.49% | +241+1.3% | Added |