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; 6,150 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
- 6,135
- +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 | 6,150 | $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 | 4,403 | $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 |
|---|---|---|---|---|---|
| Pennsylvania Capital Management Inc | 148,806 | $37.8M | 10.81% | −1,834−1.2% | Reduced |
| Saybrook Capital | 148,776 | $37.8M | 10.17% | −1,513−1.0% | Reduced |
| Staley Capital Advisers Inc | 148,763 | $37.8M | 1.60% | −1,593−1.1% | Reduced |
| Progressive Investment Management Corp | 148,702 | $37.7M | 9.96% | −144−0.1% | Reduced |
| Harbor Advisors LLC | 148,400 | $37.7M | 5.44% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 147,675 | $37.5M | 1.03% | +615+0.4% | Added |
| Cabot Wealth Management Inc | 147,567 | $37.5M | 4.31% | −1,558−1.0% | Reduced |
| Conway Capital Management, Inc. | 147,233 | $37.4M | 17.48% | −2,365−1.6% | Reduced |
| Vivaldi Capital Management, LLC | 147,173 | $37.4M | 5.16% | −3,381−2.2% | Reduced |
| Alta Park Capital, LP | 147,004 | $37.3M | 6.00% | +147,004 | New |
| Edgewood Management LLC | 146,702 | $37.2M | 0.24% | −22,372−13.2% | Reduced |
| Sage Capital Advisors,llc | 145,615 | $37.0M | 8.57% | −586−0.4% | Reduced |
| Advisory Alpha, LLC | 145,417 | $36.9M | 1.01% | +7,917+5.8% | Added |
| Verition Fund Management LLC | 145,420 | $36.9M | 0.36% | −432,123−74.8% | Reduced |
| Quent Capital, LLC | 145,129 | $36.8M | 2.61% | −4,935−3.3% | Reduced |
| Journey Advisory Group, LLC | 145,063 | $36.8M | 3.16% | −2,582−1.7% | Reduced |
| HighPoint Advisor Group LLC | 144,806 | $36.8M | 1.54% | −948,035−86.7% | Reduced |
| Hilltop Holdings Inc. | 144,764 | $36.7M | 3.34% | +103,558+251.3% | Added |
| Colonial Trust Co | 144,616 | $36.7M | 4.99% | −4,879−3.3% | Reduced |
| Quest Investment Management LLC | 144,558 | $36.7M | 4.28% | −4,042−2.7% | Reduced |
| Strategic Planning Group, LLC | 143,806 | $36.5M | 5.10% | −29,915−17.2% | Reduced |
| Postrock Partners LLC | 143,624 | $36.5M | 16.86% | +400.0% | Added |
| Hunter Associates Investment Management LLC | 143,501 | $36.4M | 4.82% | −1,748−1.2% | Reduced |
| Embree Financial Group | 143,484 | $36.4M | 4.29% | +6,462+4.7% | Added |
| Marietta Investment Partners LLC | 143,388 | $36.4M | 7.29% | −407−0.3% | Reduced |
| Leisure Capital Management | 143,376 | $36.4M | 12.74% | −1,451−1.0% | Reduced |
| Money Concepts Capital Corp | 143,206 | $36.3M | 2.01% | +1,294+0.9% | Added |
| Lodestar Private Asset Management LLC | 143,106 | $36.3M | 3.58% | −916−0.6% | Reduced |
| Kiley Juergens Wealth Management, LLC | 142,802 | $36.2M | 6.39% | −568−0.4% | Reduced |
| SageGuard Financial Group, LLC | 142,762 | $36.2M | 5.61% | −2,255−1.6% | Reduced |
| Smith, Moore & Co. | 142,654 | $36.2M | 2.63% | −2,329−1.6% | Reduced |
| Evernest Financial Advisors, LLC | 135,122 | $36.2M | 7.51% | +99+0.1% | Added |
| Facet Wealth, Inc. | 142,391 | $36.1M | 0.63% | −12,061−7.8% | Reduced |
| Greatmark Investment Partners, Inc. | 142,120 | $36.1M | 4.23% | −255−0.2% | Reduced |
| Capstone Financial Advisors, Inc. | 142,016 | $36.0M | 1.94% | −2,963−2.0% | Reduced |
| Mengis Capital Management, Inc. | 141,764 | $36.0M | 6.19% | −690.0% | Reduced |
| One Wealth Advisors, LLC | 141,471 | $35.9M | 4.47% | −7,899−5.3% | Reduced |
| Traphagen Investment Advisors LLC | 141,414 | $35.9M | 2.91% | +2,890+2.1% | Added |
| Everhart Financial Group, Inc. | 141,157 | $35.8M | 3.05% | +17,149+13.8% | Added |
| S-Bank Fund Management Ltd | 141,057 | $35.8M | 5.33% | −25,828−15.5% | Reduced |
| Greenwood Capital Associates LLC | 141,056 | $35.8M | 3.94% | −5,937−4.0% | Reduced |
| Diversify Advisory Services, LLC | 132,290 | $35.7M | 5.46% | −222,356−62.7% | Reduced |
| Rothschild Capital Partners, LLC | 140,826 | $35.7M | 8.81% | −5,269−3.6% | Reduced |
| Callahan Advisors, LLC | 140,543 | $35.7M | 2.98% | −769−0.5% | Reduced |
| Peachtree Investment Partners, LLC | 140,163 | $35.6M | 13.56% | −3,368−2.3% | Reduced |
| Stembrook Asset Management, LLC | 139,703 | $35.5M | 34.72% | 00.0% | Unchanged |
| Tiff Advisory Services Inc | 139,696 | $35.5M | 8.12% | −34,306−19.7% | Reduced |
| LVW Advisors, LLC | 139,611 | $35.4M | 3.46% | −1,075−0.8% | Reduced |
| JLB & Associates Inc | 139,559 | $35.4M | 5.09% | −5,005−3.5% | Reduced |
| MJP Associates Inc | 139,514 | $35.4M | 4.30% | −7,848−5.3% | Reduced |
| Kathmere Capital Management, LLC | 139,491 | $35.4M | 2.20% | +14,099+11.2% | Added |
| Buffalo Business & Estate Services Ltd | 139,489 | $35.4M | 5.14% | +2,272+1.7% | Added |
| Augustine Asset Management Inc | 138,729 | $35.2M | 7.93% | +680.0% | Added |
| NBC Securities, Inc. | 138,714 | $35.2M | 2.64% | −3,965−2.8% | Reduced |
| NatWest Group plc | 138,681 | $35.2M | 7.61% | +5,277+4.0% | Added |
| SNS Financial Group, LLC | 138,293 | $35.1M | 3.02% | +676+0.5% | Added |
| Whalerock Point Partners, LLC | 138,175 | $35.1M | 6.77% | −480.0% | Reduced |
| Magnus Financial Group LLC | 138,089 | $35.0M | 2.85% | −8,906−6.1% | Reduced |
| Cigna Investments Inc | 137,777 | $35.0M | 5.44% | −3,392−2.4% | Reduced |
| Personal Cfo Solutions, LLC | 137,617 | $34.9M | 4.91% | −3,123−2.2% | Reduced |
| Howard Financial Services, Ltd. | 137,531 | $34.9M | 3.93% | +7,236+5.6% | Added |
| Kidder Stephen W | 137,468 | $34.9M | 10.26% | −567−0.4% | Reduced |
| Defiance ETFs, LLC | 137,467 | $34.9M | 0.50% | +179+0.1% | Added |
| Tamar Securities, LLC | 137,184 | $34.8M | 3.73% | +925+0.7% | Added |
| Semus Wealth Partners LLC | 136,878 | $34.7M | 19.41% | −1,151−0.8% | Reduced |
| Martin Capital Advisors, LLP | 136,456 | $34.6M | 21.87% | −6,599−4.6% | Reduced |
| Westerkirk Capital Inc. | 136,146 | $34.6M | 3.72% | −7,345−5.1% | Reduced |
| Steele Capital Management, Inc. | 136,131 | $34.5M | 1.43% | +5,930+4.6% | Added |
| RVW Wealth, LLC | 135,988 | $34.5M | 2.69% | +1,372+1.0% | Added |
| Princeton Capital Management LLC | 135,724 | $34.4M | 9.40% | −3,842−2.8% | Reduced |
| Rockline Wealth Management, LLC | 135,615 | $34.4M | 7.48% | −5,287−3.8% | Reduced |
| Clarity Wealth Advisors, LLC | 135,434 | $34.4M | 7.07% | −1,322−1.0% | Reduced |
| Sandbox Financial Partners, LLC | 135,362 | $34.4M | 9.66% | −4,995−3.6% | Reduced |
| Private Trust Co NA | 135,212 | $34.3M | 3.06% | −2,099−1.5% | Reduced |
| Wedgewood Partners Inc | 135,128 | $34.3M | 7.08% | −7,792−5.5% | Reduced |
| Stonebridge Financial Group, LLC | 135,025 | $34.3M | 2.82% | −1,637−1.2% | Reduced |
| Bogart Wealth, LLC | 134,963 | $34.3M | 1.32% | +783+0.6% | Added |
| Hardy Reed LLC | 134,831 | $34.2M | 2.50% | +390.0% | Added |
| Vision Retirement, LLC | 134,763 | $34.2M | 9.73% | −242−0.2% | Reduced |
| Cove Private Wealth, LLC | 134,709 | $34.2M | 7.76% | +16,122+13.6% | Added |
| Schnieders Capital Management, LLC. | 134,668 | $34.2M | 5.43% | +2,444+1.8% | Added |
| Patton Albertson Miller Group, LLC | 134,497 | $34.1M | 4.05% | −278−0.2% | Reduced |
| Sanders Morris Harris LLC | 134,159 | $34.0M | 5.40% | +134,159 | New |
| PDS Planning, Inc | 134,089 | $34.0M | 2.24% | +3,481+2.7% | Added |
| Missouri Trust & Investment Co | 133,979 | $34.0M | 9.98% | +580.0% | Added |
| MONECO Advisors, LLC | 133,792 | $34.0M | 2.63% | +3,144+2.4% | Added |
| Jamison Private Wealth Management, Inc. | 133,791 | $34.0M | 4.13% | −460−0.3% | Reduced |
| 1st Source Bank | 133,605 | $33.9M | 1.75% | −513−0.4% | Reduced |
| Root Financial Partners, LLC | 133,545 | $33.9M | 1.57% | +2,416+1.8% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 133,483 | $33.9M | 4.87% | +1,513+1.1% | Added |
| Bensler, LLC | 133,392 | $33.9M | 3.49% | −6,928−4.9% | Reduced |
| MainStreet Investment Advisors LLC | 133,339 | $33.8M | 5.09% | −6,762−4.8% | Reduced |
| Hayek Kallen Investment Management | 133,326 | $33.8M | 11.02% | −1,327−1.0% | Reduced |
| JB Capital LLC | 133,202 | $33.8M | 1.37% | +1,290+1.0% | Added |
| RPG Investment Advisory, LLC | 132,982 | $33.7M | 4.07% | +2,007+1.5% | Added |
| Sterling Investment Advisors, Ltd. | 132,495 | $33.6M | 6.09% | −2,330−1.7% | Reduced |
| Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust | 132,370 | $33.6M | 5.00% | +54,465+69.9% | Added |
| Pettyjohn, Wood & White, Inc | 132,198 | $33.6M | 5.34% | −855−0.6% | Reduced |
| StoneX Group Inc. | 131,729 | $33.4M | 1.80% | −49,314−27.2% | Reduced |
| Shepherd Financial Partners LLC | 131,636 | $33.4M | 3.17% | −1,569−1.2% | Reduced |