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 7 sales; 6,150 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
- 6,134
- +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
- 3,085 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 | 6,150 | $2.80T |
| Q1 2026 | 6,134 | $2.40T |
| Q4 2025 | 6,130 | $2.61T |
| Q3 2025 | 5,616 | $2.35T |
| Q2 2025 | 5,599 | $1.93T |
| Q1 2025 | 5,607 | $2.08T |
| Q4 2024 | 5,671 | $2.36T |
| Q3 2024 | 5,105 | $2.17T |
| Q2 2024 | 5,132 | $1.98T |
| Q1 2024 | 5,023 | $1.61T |
| Q4 2023 | 4,976 | $1.81T |
| Q3 2023 | 4,618 | $1.60T |
| Q2 2023 | 4,594 | $1.82T |
| Q1 2023 | 4,524 | $1.55T |
| Q4 2022 | 4,555 | $1.21T |
| Q3 2022 | 4,346 | $1.29T |
| Q2 2022 | 4,339 | $1.28T |
| Q1 2022 | 4,390 | $1.66T |
| Q4 2021 | 4,402 | $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 |
|---|---|---|---|---|---|
| Powerhouse Assets LLC | 2,323 | $589.5K | 0.51% | −99−4.1% | Reduced |
| Klein Pavlis & Peasley Financial, Inc. | 2,325 | $590.1K | 0.33% | +482+26.2% | Added |
| Arcadia Wealth Management, LLC | 2,334 | $592.4K | 0.21% | +74+3.3% | Added |
| Raub Brock Capital Management LP | 2,338 | $593.3K | 0.15% | −925−28.3% | Reduced |
| Hudson Oak Wealth Advisory LLC | 2,340 | $593.9K | 0.52% | −42−1.8% | Reduced |
| Croban | 2,195 | $596.9K | 0.28% | −95−4.1% | Reduced |
| Investments & Financial Planning, LLC | 2,374 | $602.4K | 0.33% | −602−20.2% | Reduced |
| Fairholme Capital Management LLC | 2,400 | $609.1K | 0.04% | 00.0% | Unchanged |
| Dara Capital US, Inc. | 2,401 | $609.3K | 0.58% | 00.0% | Unchanged |
| Foundry Financial LLC | 2,402 | $609.5K | 0.26% | +268+12.6% | Added |
| Oath Planning, LLC | 2,403 | $609.7K | 0.54% | +248+11.5% | Added |
| Erickson Financial Group, LLC | 2,414 | $612.6K | 0.38% | +142+6.3% | Added |
| Palouse Capital Management, Inc. | 2,418 | $613.7K | 0.41% | −11−0.5% | Reduced |
| Copley Financial Group, Inc. | 2,420 | $614.2K | 0.37% | −125−4.9% | Reduced |
| James Hambro & Partners | 2,440 | $619.1K | 0.02% | +70+3.0% | Added |
| Trademark Financial Management, LLC | 2,442 | $619.7K | 0.30% | −19−0.8% | Reduced |
| Financial Services Advisory Inc | 2,446 | $620.8K | 0.30% | −179−6.8% | Reduced |
| Envision Financial LLC | 2,449 | $621.4K | 0.33% | −4−0.2% | Reduced |
| Left Brain Wealth Management, LLC | 2,454 | $622.8K | 0.24% | +25+1.0% | Added |
| J.E. Simmons & Co., P.C. | 2,455 | $623.1K | 0.42% | +10+0.4% | Added |
| SPG Advisors LLC | 2,461 | $624.5K | 9.51% | −8−0.3% | Reduced |
| Unison Advisors LLC | 2,464 | $625.4K | 0.05% | 00.0% | Unchanged |
| Pearl Planning LLC | 2,471 | $627.1K | 0.34% | +22+0.9% | Added |
| Retirement Wealth Solutions LLC | 2,474 | $627.8K | 0.40% | +171+7.4% | Added |
| Strategic Equity Management | 2,481 | $629.7K | 0.24% | −320−11.4% | Reduced |
| Innovator Capital Management, LLC | 2,489 | $631.7K | 0.07% | +283+12.8% | Added |
| Watchman Group, Inc. | 2,492 | $632.4K | 0.15% | +25+1.0% | Added |
| Knott David M Jr | 2,494 | $633.0K | 0.38% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 2,495 | $633.3K | 0.26% | +2,495 | New |
| Corepath Wealth Partners LLC | 2,447 | $633.5K | 0.43% | 00.0% | Unchanged |
| Whi Trust Co LLC | 2,499 | $634.2K | 0.48% | 00.0% | Unchanged |
| Keating Investment Counselors Inc | 2,506 | $636.0K | 0.16% | −270−9.7% | Reduced |
| Beacon Financial Strategies CORP | 2,516 | $638.5K | 0.36% | −2−0.1% | Reduced |
| Sunesis Advisors, LLC | 2,516 | $638.5K | 0.29% | 00.0% | Unchanged |
| Investment Management Corp | 2,526 | $641.2K | 0.55% | +47+1.9% | Added |
| Elevate Wealth Advisory, Inc | 2,533 | $642.8K | 0.41% | +305+13.7% | Added |
| Morton Community Bank | 2,534 | $643.1K | 0.14% | 00.0% | Unchanged |
| Thayer Financial, L.L.C. | 2,550 | $647.0K | 0.66% | +788+44.7% | Added |
| Twele Capital Management, Inc. | 2,557 | $648.9K | 0.12% | +10.0% | Added |
| MontVue Capital Management, Inc. | 2,567 | $651.5K | 0.44% | −263−9.3% | Reduced |
| Traction Financial Partners, LLC | 2,594 | $658.4K | 0.41% | −695−21.1% | Reduced |
| Hoese & Co LLP | 2,602 | $660.4K | 0.49% | 00.0% | Unchanged |
| Global Wealth Management, LLC | 2,612 | $663.0K | 0.36% | +10.0% | Added |
| Vestment Financial LLC | 2,437 | $665.4K | 0.31% | 00.0% | Unchanged |
| SWS Partners | 2,630 | $667.4K | 0.16% | −42−1.6% | Reduced |
| Cullen Capital Management LLC | 2,640 | $670.0K | 0.01% | −2,300−46.6% | Reduced |
| GuidedMoney, LLC | 2,649 | $672.3K | 0.35% | −10−0.4% | Reduced |
| Perkins Capital Management Inc | 2,650 | $672.5K | 0.63% | −2,000−43.0% | Reduced |
| Sarver Vrooman Wealth Advisors | 2,656 | $674.1K | 0.42% | 00.0% | Unchanged |
| Verisail Partners, LLC | 2,660 | $675.1K | 0.27% | −219−7.6% | Reduced |
| Rbo & Co LLC | 2,669 | $677.4K | 0.11% | 00.0% | Unchanged |
| Lord & Richards Wealth Management, LLC | 2,683 | $680.9K | 0.60% | +4+0.1% | Added |
| Schiavi & Co LLC | 2,706 | $686.8K | 0.20% | +384+16.5% | Added |
| Trellis Wealth Advisors LLC | 2,708 | $687.2K | 0.26% | −1,436−34.7% | Reduced |
| H&H Retirement Design & Management INC | 2,458 | $688.7K | 0.34% | +86+3.6% | Added |
| Visionary Horizons, LLC | 2,716 | $689.4K | 0.34% | +100+3.8% | Added |
| Ewing Morris & Co. Investment Partners Ltd. | 2,717 | $689.5K | 0.31% | −696−20.4% | Reduced |
| Team Financial Group, LLC | 2,720 | $690.3K | 0.31% | −296−9.8% | Reduced |
| Andina Capital Management, LLC | 2,731 | $693.1K | 0.61% | −2,820−50.8% | Reduced |
| Peloton Wealth Strategists | 2,738 | $695.0K | 0.28% | −100−3.5% | Reduced |
| Cassady Wealth & Retirement Planning, LLC | 2,570 | $697.5K | 0.36% | −163−6.0% | Reduced |
| Jacobs Equity LLC | 2,757 | $699.7K | 0.63% | −2,511−47.7% | Reduced |
| StoneCrest Wealth Management, Inc. | 2,758 | $700.0K | 0.30% | −423−13.3% | Reduced |
| Merkkuri Wealth Advisors LLC | 2,759 | $700.1K | 0.46% | +10.0% | Added |
| Bluestem Financial Advisors, LLC | 2,763 | $701.3K | 0.27% | −185−6.3% | Reduced |
| Schwallier Wealth Management LLC | 2,766 | $702.0K | 0.51% | −606−18.0% | Reduced |
| Fluent Financial, LLC | 2,713 | $703.3K | 0.26% | −747−21.6% | Reduced |
| Shearwater Capital LLC | 2,776 | $704.6K | 0.37% | +717+34.8% | Added |
| Swiss Re Ltd | 2,777 | $704.8K | 4.31% | 00.0% | Unchanged |
| Northeast Planning Associates, Inc. | 2,780 | $705.5K | 0.47% | −149−5.1% | Reduced |
| Three Cord True Wealth Management, LLC | 2,783 | $706.2K | 0.39% | +82+3.0% | Added |
| Mallini Complete Financial Planning LLC | – | $706.4K | 0.56% | – | – |
| Gordian Capital Singapore Pte Ltd | 2,785 | $706.8K | 1.19% | −825−22.9% | Reduced |
| Lawson Kroeker Investment Management Inc | 2,800 | $710.6K | 0.21% | 00.0% | Unchanged |
| American Capital Management Inc | 2,800 | $710.6K | 0.04% | 00.0% | Unchanged |
| Stegner Investment Associates Inc. | 2,802 | $711.2K | 0.39% | +666+31.2% | Added |
| Resolute Wealth Advisor, Inc. | 2,803 | $711.4K | 0.40% | +2,803 | New |
| Rolek Wealth Management LLC | 2,805 | $711.8K | 0.51% | −95−3.3% | Reduced |
| OV Management LLC | 2,818 | $715.2K | 1.46% | −14,630−83.8% | Reduced |
| Horizons Wealth Management | 2,820 | $715.7K | 0.48% | 00.0% | Unchanged |
| Tandem Investment Advisors, Inc. | 2,821 | $715.9K | 0.04% | −683−19.5% | Reduced |
| Altus Wealth Management, LLC | 2,828 | $717.7K | 0.32% | −805−22.2% | Reduced |
| Townsend Financial Planning, LLC | 2,833 | $719.1K | 0.70% | 00.0% | Unchanged |
| Provident Investment Management, Inc. | 2,843 | $721.5K | 0.07% | +10.0% | Added |
| Imprint Wealth LLC | 2,844 | $721.8K | 3.30% | −609−17.6% | Reduced |
| Magnolia Wealth Management, LLC | 2,847 | $722.6K | 0.42% | −7−0.2% | Reduced |
| Lunt Capital Management, Inc. | 2,859 | $725.6K | 0.28% | 00.0% | Unchanged |
| Washington Growth Strategies LLC | 2,859 | $725.6K | 0.47% | +5+0.2% | Added |
| Ball & Co Wealth Management Inc. | 2,860 | $726.0K | 0.61% | +2+0.1% | Added |
| Dakota Community Bank & Trust NA | 2,862 | $726.3K | 2.46% | −613−17.6% | Reduced |
| Bridgelight Financial Advisors, Inc. | 2,870 | $728.4K | 0.62% | +133+4.9% | Added |
| Arrien Investments, Inc. | 2,870 | $728.4K | 0.39% | −131−4.4% | Reduced |
| Blom & Howell Financial Planning, Inc. | 2,877 | $730.3K | 0.72% | −77−2.6% | Reduced |
| Infinity Wealth Counsel, LLC | 2,881 | $731.2K | 0.67% | 00.0% | Unchanged |
| KRM Wealth Management L.L.C. | 2,895 | $734.6K | 0.38% | +294+11.3% | Added |
| Ashford Capital Management Inc | 2,895 | $734.7K | 0.09% | 00.0% | Unchanged |
| Randolph Co Inc | 2,899 | $735.7K | 0.07% | −18−0.6% | Reduced |
| Avanda Investment Management Pte. Ltd. | 2,900 | $736.0K | 1.17% | +300+11.5% | Added |
| FSR Wealth Management Ltd. | 2,900 | $736.0K | 0.91% | −197−6.4% | Reduced |
| Fee-Only Financial Planning, L.C. | 2,907 | $737.8K | 0.45% | +325+12.6% | Added |