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 |
|---|---|---|---|---|---|
| Slagle Financial, LLC | 56,598 | $14.4M | 4.75% | +1,792+3.3% | Added |
| Freedom Financial Partners LLC | 56,267 | $14.3M | 5.09% | −777−1.4% | Reduced |
| Carroll Investors, Inc | 56,180 | $14.3M | 7.62% | −21,161−27.4% | Reduced |
| Reflection Asset Management | 54,029 | $14.2M | 8.71% | +26,429+95.8% | Added |
| American Trust | 56,094 | $14.2M | 1.26% | −11,961−17.6% | Reduced |
| Strategy Asset Managers LLC | 56,005 | $14.2M | 2.33% | −2,009−3.5% | Reduced |
| Bright Rock Capital Management, LLC | 56,000 | $14.2M | 2.81% | 00.0% | Unchanged |
| Lincoln Capital LLC | 56,035 | $14.2M | 2.69% | −361−0.6% | Reduced |
| Chemung Canal Trust Co | 55,912 | $14.2M | 2.87% | +3,447+6.6% | Added |
| Hall Laurie J Trustee | 55,908 | $14.2M | 5.01% | −1,628−2.8% | Reduced |
| Wimmer Associates 1, LLC | 55,879 | $14.2M | 6.93% | −5,826−9.4% | Reduced |
| IVC Wealth Advisors LLC | 55,873 | $14.2M | 6.16% | −313−0.6% | Reduced |
| Vanguard Capital Wealth Advisors | 55,855 | $14.2M | 13.12% | −131−0.2% | Reduced |
| Old Second National Bank of Aurora | 55,842 | $14.2M | 2.93% | −523−0.9% | Reduced |
| Beacon Capital Management, LLC | 55,842 | $14.2M | 2.50% | +3,071+5.8% | Added |
| Seamount Financial Group Inc | 55,795 | $14.2M | 6.38% | −2,018−3.5% | Reduced |
| Proficio Capital Partners LLC | 55,789 | $14.2M | 0.76% | −90.0% | Reduced |
| West Wealth Group, LLC | 55,774 | $14.2M | 2.80% | +1,492+2.7% | Added |
| Leeward Financial Partners, LLC | 55,724 | $14.1M | 4.21% | −2,345−4.0% | Reduced |
| Hodges Capital Management Inc. | 55,719 | $14.1M | 1.17% | +985+1.8% | Added |
| Daybright Advisory Services, Inc. | 55,709 | $14.1M | 3.91% | +3,454+6.6% | Added |
| Tounjian Advisory Partners, LLC | 55,708 | $14.1M | 5.11% | −2,264−3.9% | Reduced |
| Compass Capital Management, Inc | 55,645 | $14.1M | 0.85% | −912−1.6% | Reduced |
| Kinsale Capital Group, Inc. | 55,430 | $14.1M | 2.25% | +2,568+4.9% | Added |
| Old North State Trust, LLC | 55,404 | $14.1M | 8.35% | +715+1.3% | Added |
| Jones Kertz & Associates, Inc. | 55,394 | $14.1M | 7.46% | −490−0.9% | Reduced |
| Gables Capital Management Inc. | 55,385 | $14.1M | 5.96% | −800−1.4% | Reduced |
| Strengthening Families & Communities, LLC | 55,378 | $14.1M | 3.51% | −22,159−28.6% | Reduced |
| Lewis Asset Management, LLC | 55,344 | $14.0M | 5.74% | −246−0.4% | Reduced |
| Inspirion Wealth Advisors, LLC | 55,327 | $14.0M | 1.75% | −161−0.3% | Reduced |
| O'Brien Greene & Co. Inc | 55,295 | $14.0M | 3.97% | +493+0.9% | Added |
| Purus Wealth Management, LLC | 55,286 | $14.0M | 4.47% | +4,802+9.5% | Added |
| Graybill Bartz & Assoc Ltd | 55,240 | $14.0M | 4.27% | −10,164−15.5% | Reduced |
| Roehl & Yi Investment Advisors, LLC | 295,565 | $14.0M | 5.26% | +52,086+21.4% | Added |
| Bell Bank | 55,112 | $14.0M | 0.59% | −75−0.1% | Reduced |
| Abbot Financial Management, Inc. | 55,109 | $14.0M | 5.94% | −353−0.6% | Reduced |
| Q Capital Solutions | 55,101 | $14.0M | 9.11% | +20,375+58.7% | Added |
| Manchester Financial Inc | 55,055 | $14.0M | 2.68% | +112+0.2% | Added |
| Heirloom Wealth Management | 55,039 | $14.0M | 2.52% | +8,361+17.9% | Added |
| Redhawk Wealth Advisors, Inc. | 55,028 | $14.0M | 1.54% | −1,303−2.3% | Reduced |
| Matthew 25 Management Corp | 55,000 | $14.0M | 4.64% | −2,500−4.3% | Reduced |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 55,000 | $14.0M | 5.32% | +55,000 | New |
| Gemmer Asset Management LLC | 54,910 | $13.9M | 1.11% | −258−0.5% | Reduced |
| Parisi Gray Wealth Management | 54,901 | $13.9M | 3.32% | +84+0.2% | Added |
| Empire Financial Management Company, LLC | 54,885 | $13.9M | 3.15% | −5,541−9.2% | Reduced |
| Meadowbrook Advisors Group, LLC | 54,801 | $13.9M | 8.27% | −4,035−6.9% | Reduced |
| Glen Eagle Advisors, LLC | 54,794 | $13.9M | 1.95% | −1,311−2.3% | Reduced |
| Fortress Private Ledger, LLC | 54,789 | $13.9M | 4.35% | +1,976+3.7% | Added |
| Abacus Planning Group, Inc. | 54,765 | $13.9M | 1.87% | −2,378−4.2% | Reduced |
| PW Nova Financial Services LLC | 54,758 | $13.9M | 3.49% | +16,868+44.5% | Added |
| Capital Management Associates, Inc | 54,749 | $13.9M | 3.14% | −49−0.1% | Reduced |
| Reuter James Wealth Management, LLC | 54,618 | $13.9M | 1.99% | −280−0.5% | Reduced |
| Ardent Capital Management, Inc. | 54,593 | $13.9M | 5.93% | −4,561−7.7% | Reduced |
| Invesco, LLC | 54,565 | $13.8M | 4.85% | −1,419−2.5% | Reduced |
| LongView Wealth Management | 53,463 | $13.8M | 3.48% | −5,977−10.1% | Reduced |
| Trail Ridge Investment Advisors, LLC | 54,494 | $13.8M | 6.01% | +413+0.8% | Added |
| Cadent Capital Advisors, LLC | 54,475 | $13.8M | 3.66% | +223+0.4% | Added |
| DeDora Capital, Inc. | 54,421 | $13.8M | 3.39% | −1,803−3.2% | Reduced |
| Financial Advisors Network, Inc. | 54,390 | $13.8M | 1.91% | −14,042−20.5% | Reduced |
| Urban Wealth Management, LLC | 54,383 | $13.8M | 14.13% | +1,568+3.0% | Added |
| Princeton Global Asset Management LLC | 54,358 | $13.8M | 2.25% | +507+0.9% | Added |
| Quantbot Technologies LP | 54,355 | $13.8M | 0.56% | +23,614+76.8% | Added |
| Timber Creek Capital Management LLC | 54,351 | $13.8M | 3.34% | −274−0.5% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 54,346 | $13.8M | 0.67% | +140.0% | Added |
| Castle Rock Wealth Management, LLC | 53,890 | $13.8M | 2.99% | +1,114+2.1% | Added |
| Lincoln Capital Corp | 54,333 | $13.8M | 5.08% | −1,049−1.9% | Reduced |
| Mane Global Capital Management LP | 54,200 | $13.8M | 1.42% | +51,990+2,352.5% | Added |
| Lummis Asset Management, LP | 52,497 | $13.7M | 8.21% | −2,072−3.8% | Reduced |
| Promethium Advisors,llc | 54,089 | $13.7M | 7.11% | +762+1.4% | Added |
| Paces Ferry Wealth Advisors, LLC | 54,056 | $13.7M | 5.72% | −140−0.3% | Reduced |
| Bellevue Asset Management, LLC | 54,038 | $13.7M | 6.86% | −404−0.7% | Reduced |
| Cowa, LLC | 43,193 | $13.7M | 3.70% | +5,209+13.7% | Added |
| Redwood Investment Management, LLC | 53,993 | $13.7M | 1.70% | +658+1.2% | Added |
| Fourth Dimension Wealth, LLC | 53,983 | $13.7M | 5.20% | −2,138−3.8% | Reduced |
| WFA of San Diego, LLC | 53,975 | $13.7M | 10.99% | −544−1.0% | Reduced |
| Somerset Trust Co | 53,918 | $13.7M | 4.20% | +166+0.3% | Added |
| SmartHarvest Portfolios, LLC | 53,903 | $13.7M | 5.71% | −13,140−19.6% | Reduced |
| Cherokee Insurance Co | 53,900 | $13.7M | 5.19% | 00.0% | Unchanged |
| Madison Wealth Partners, Inc | 53,870 | $13.7M | 2.18% | +3,526+7.0% | Added |
| EPG Wealth Management LLC | 53,844 | $13.7M | 3.71% | −860−1.6% | Reduced |
| Painted Porch Advisors LLC | 53,837 | $13.7M | 6.52% | −1,859−3.3% | Reduced |
| Willis Johnson & Associates, Inc. | 53,833 | $13.7M | 0.80% | +198+0.4% | Added |
| Global Financial Private Client, LLC | 53,809 | $13.7M | 4.47% | +2,965+5.8% | Added |
| Canopy Partners, LLC | 53,746 | $13.6M | 4.68% | −88−0.2% | Reduced |
| Scissortail Wealth Management, LLC | 53,730 | $13.6M | 2.74% | +726+1.4% | Added |
| Tulsa Wealth Advisors, INC | 53,699 | $13.6M | 2.39% | −31,595−37.0% | Reduced |
| Fortitude Family Office, LLC | 53,673 | $13.6M | 3.06% | −14,990−21.8% | Reduced |
| Signature Wealth Management Partners, LLC | 53,661 | $13.6M | 6.83% | +3,990+8.0% | Added |
| B & T Capital Management DBA Alpha Capital Management | 53,639 | $13.6M | 1.97% | −702−1.3% | Reduced |
| Citizens & Northern Corp | 53,614 | $13.6M | 3.39% | +377+0.7% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 53,601 | $13.6M | 4.13% | 00.0% | Unchanged |
| Rock Point Advisors, LLC | 53,575 | $13.6M | 3.68% | −1,123−2.1% | Reduced |
| Capital Advantage, Inc. | 53,550 | $13.6M | 1.78% | +191+0.4% | Added |
| Cladis Investment Advisory, LLC | 53,525 | $13.6M | 7.47% | −2,400−4.3% | Reduced |
| Bourgeon Capital Management LLC | 53,524 | $13.6M | 2.37% | +222+0.4% | Added |
| Trinity Legacy Partners, LLC | 52,445 | $13.6M | 2.94% | +8,216+18.6% | Added |
| Satovsky Asset Management LLC | 53,461 | $13.6M | 2.40% | −284−0.5% | Reduced |
| Portside Wealth Group, LLC | 53,446 | $13.6M | 1.84% | +10,339+24.0% | Added |
| Atmos Capital Gestao de Recursos Ltda. | 53,442 | $13.6M | 2.34% | +3,707+7.5% | Added |
| Sonata Capital Group Inc | 53,422 | $13.6M | 5.00% | −448−0.8% | Reduced |