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, Q2 2026
Institutional positions in Apple Inc. as of Jun 30, 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
- 6,151
- +97 vs. Q1 2026
- Shares held
- 9.68B
- +229.2M (+2.4%) vs. Q1 2026
- Total value
- $2.80T
- +$408.9B (+17.1%) vs. Q1 2026
- New holders
- 198
- 2,599 more added
- Sold out
- 101
- 2,955 more reduced
81 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Apple Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Joseph Group Capital Management | 29,068 | $8.41M | 1.77% | −705−2.4% | Reduced |
| Capital & Planning, LLC | 29,050 | $8.41M | 4.34% | +2,521+9.5% | Added |
| NorthStar Asset Management LLC | 29,044 | $8.40M | 3.42% | −245−0.8% | Reduced |
| Plotkin Financial Advisors, LLC | 29,022 | $8.40M | 3.48% | +65+0.2% | Added |
| Nautilus Advisors LLC | 26,627 | $8.40M | 4.95% | 00.0% | Unchanged |
| BlackDiamond Wealth Management Inc. | 27,222 | $8.39M | 3.39% | +20.0% | Added |
| Blue Bell Private Wealth Management, LLC | 28,994 | $8.39M | 1.05% | −80−0.3% | Reduced |
| Etesian Wealth Advisors, Inc. | 28,992 | $8.39M | 2.48% | −1,116−3.7% | Reduced |
| Ducere Wealth Management LLC | 28,966 | $8.38M | 2.52% | +9,168+46.3% | Added |
| Opal Capital LLC | 28,896 | $8.36M | 1.49% | +5,044+21.1% | Added |
| Warwick Investment Management, Inc. | 28,893 | $8.36M | 0.94% | +1,032+3.7% | Added |
| Cypress Capital, LLC | 28,891 | $8.36M | 2.27% | −521−1.8% | Reduced |
| First County Bank | 28,849 | $8.35M | 3.93% | −97−0.3% | Reduced |
| Archer Investment Corp | 28,826 | $8.34M | 1.60% | −650−2.2% | Reduced |
| Park Place Capital Corp | 28,814 | $8.34M | 1.32% | +4,071+16.5% | Added |
| Syntax Research, Inc. | 28,793 | $8.33M | 6.09% | +130.0% | Added |
| Arbor Trust Wealth Advisors, LLC | 28,766 | $8.32M | 3.36% | −837−2.8% | Reduced |
| Five Oceans Advisors | 28,762 | $8.32M | 2.67% | −140−0.5% | Reduced |
| PCA Investment Advisory Services Inc. | 28,754 | $8.32M | 2.32% | +313+1.1% | Added |
| Trust Co | 28,739 | $8.32M | 0.75% | −29,044−50.3% | Reduced |
| VisionPoint Advisory Group, LLC | 28,714 | $8.31M | 1.36% | +2,876+11.1% | Added |
| Gallagher Capital Advisors, LLC | 28,673 | $8.30M | 4.82% | −182−0.6% | Reduced |
| Tortuga Wealth Management, Inc | 28,653 | $8.29M | 6.29% | +264+0.9% | Added |
| Western Pacific Wealth Management, LP | 28,603 | $8.28M | 7.48% | −255−0.9% | Reduced |
| V2 Financial group LLC | 28,597 | $8.27M | 3.08% | +1,675+6.2% | Added |
| Aft, Forsyth & Sober, LLC | 32,600 | $8.27M | 2.59% | 00.0% | Unchanged |
| Worth Financial Advisory Group, LLC | 28,583 | $8.27M | 3.45% | +27,999+4,794.3% | Added |
| Comprehensive Financial Planning, Inc. | 28,564 | $8.27M | 4.41% | −38−0.1% | Reduced |
| Peck Wealth Management, LLC | 28,532 | $8.26M | 6.96% | −610−2.1% | Reduced |
| LifeSteps Financial, Inc. | 28,528 | $8.25M | 3.85% | +881+3.2% | Added |
| Redwood Family Wealth LLC | 28,415 | $8.22M | 7.28% | +40.0% | Added |
| Townsend Asset Management Corp | 28,415 | $8.22M | 2.64% | +225+0.8% | Added |
| IKE Capital, LLC | 28,403 | $8.22M | 4.32% | −1,707−5.7% | Reduced |
| 1 North Wealth Services LLC | 28,357 | $8.21M | 2.68% | −369−1.3% | Reduced |
| Richardson Financial Services Inc. | 28,340 | $8.20M | 4.65% | +861+3.1% | Added |
| American Financial Advisors, LLC | 28,289 | $8.19M | 0.98% | −1,238−4.2% | Reduced |
| Hidden Cove Wealth Management, LLC | 28,281 | $8.18M | 4.51% | +1,980+7.5% | Added |
| KFG Wealth Management, LLC | 28,267 | $8.18M | 0.92% | +3,452+13.9% | Added |
| Elevation Advisory Partners LLC | 25,015 | $8.17M | 8.36% | −349−1.4% | Reduced |
| Byrne Asset Management LLC | 28,225 | $8.17M | 4.44% | −1,263−4.3% | Reduced |
| Widmann Financial Services, Inc. | 28,220 | $8.17M | 4.38% | +738+2.7% | Added |
| Exchange Bank | 28,198 | $8.16M | 5.08% | −342−1.2% | Reduced |
| Hixon Zuercher, LLC | 28,191 | $8.16M | 2.39% | −412−1.4% | Reduced |
| Axiom Investment Management LLC | 28,190 | $8.16M | 5.45% | −1,039−3.6% | Reduced |
| NCM Capital Management, LLC | 28,187 | $8.16M | 2.51% | +1,003+3.7% | Added |
| WD Rutherford LLC | 28,184 | $8.16M | 2.95% | −713−2.5% | Reduced |
| Crew Capital Management, Ltd. | 28,164 | $8.15M | 4.45% | −152−0.5% | Reduced |
| Holistic Planning, LLC | 28,148 | $8.14M | 1.27% | +2,545+9.9% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 28,144 | $8.14M | 2.16% | −197−0.7% | Reduced |
| Financial Management Professionals, Inc. | 28,077 | $8.12M | 0.77% | +2,329+9.0% | Added |
| ZRC Wealth Management, LLC | 28,069 | $8.12M | 2.43% | −66−0.2% | Reduced |
| Second Line Capital, LLC | 28,057 | $8.12M | 1.51% | +332+1.2% | Added |
| Action Point Financial Planning, LLC | 28,061 | $8.11M | 0.82% | +26,143+1,363.0% | Added |
| Mitchell & Pahl Private Wealth, LLC | 28,025 | $8.11M | 2.98% | −131−0.5% | Reduced |
| ICW Investment Advisors LLC | 28,013 | $8.11M | 2.84% | −89−0.3% | Reduced |
| Fire Capital Management LLC | 27,988 | $8.10M | 3.30% | +1,756+6.7% | Added |
| Anchor Capital Advisors LLC | 27,959 | $8.09M | 0.23% | −936−3.2% | Reduced |
| Alliance Wealth Management Group | 27,914 | $8.08M | 1.57% | −400−1.4% | Reduced |
| Palmer Knight Co | 27,891 | $8.07M | 3.11% | −738−2.6% | Reduced |
| Symphony Financial Services, Inc. | 27,881 | $8.07M | 3.62% | −218−0.8% | Reduced |
| Accel Wealth Management | 27,875 | $8.07M | 1.82% | −561−2.0% | Reduced |
| Curran Financial Partners, LLC | 27,833 | $8.05M | 1.20% | −195−0.7% | Reduced |
| Schonfeld Strategic Advisors LLC | 27,809 | $8.05M | 0.04% | −21,816−44.0% | Reduced |
| Dixon Fnancial Services, Inc. | 27,805 | $8.05M | 3.26% | +1,063+4.0% | Added |
| Retirement Capital Strategies | 27,798 | $8.04M | 2.79% | +549+2.0% | Added |
| Paul R. Ried Financial Group, LLC | 27,727 | $8.02M | 3.50% | −1,449−5.0% | Reduced |
| Oxinas Partners Wealth Management LLC | 27,726 | $8.02M | 3.16% | −492−1.7% | Reduced |
| SFI Advisors, LLC | 27,712 | $8.02M | 6.92% | +280+1.0% | Added |
| RIA Advisory Group LLC | 27,698 | $8.01M | 1.78% | +1,564+6.0% | Added |
| Pin Oak Investment Advisors Inc | 27,680 | $8.01M | 5.70% | +54+0.2% | Added |
| Sather Financial Group Inc | 27,656 | $8.00M | 0.46% | +3,422+14.1% | Added |
| Great Diamond Partners, LLC | 27,652 | $8.00M | 1.38% | −579−2.1% | Reduced |
| MWA Asset Management | 27,571 | $7.98M | 3.61% | −55−0.2% | Reduced |
| Financial Gravity Companies, Inc. | 27,558 | $7.97M | 1.29% | +27,558 | New |
| Christine Messmer PC | 27,518 | $7.96M | 4.49% | +311+1.1% | Added |
| Cascade Investment Group, Inc. | 27,469 | $7.95M | 4.46% | −213−0.8% | Reduced |
| Berkshire Money Management, Inc. | 27,427 | $7.94M | 0.73% | +244+0.9% | Added |
| Hoxton Planning & Management, LLC | 27,405 | $7.93M | 2.07% | +103+0.4% | Added |
| Heritage Wealth Management, Inc. | 27,352 | $7.91M | 3.94% | +715+2.7% | Added |
| MW Advisory, LLC | 27,350 | $7.91M | 3.16% | +27,350 | New |
| Integrity Financial Corp | 27,337 | $7.91M | 3.78% | −5,174−15.9% | Reduced |
| Indie Asset Partners, LLC | 27,335 | $7.91M | 7.57% | −117−0.4% | Reduced |
| Goldstein Advisors, LLC | 27,333 | $7.91M | 0.72% | +4,660+20.6% | Added |
| Rose Capital Advisors LLC | 27,284 | $7.89M | 4.23% | +27,284 | New |
| MOR Wealth Management, LLC | 27,280 | $7.89M | 3.14% | +811+3.1% | Added |
| Marest Capital, LLC | 27,270 | $7.89M | 3.93% | +184+0.7% | Added |
| Petros Family Wealth, LLC | 27,263 | $7.89M | 4.83% | +608+2.3% | Added |
| Transcendent Capital Group LLC | 27,255 | $7.89M | 3.07% | +113+0.4% | Added |
| Lakeridge Wealth Management LLC | 27,220 | $7.88M | 2.89% | +530+2.0% | Added |
| South Plains Financial, Inc. | 27,212 | $7.87M | 4.23% | −273−1.0% | Reduced |
| M. Kraus & Co | 27,169 | $7.86M | 2.09% | 00.0% | Unchanged |
| U S Wealth Group, LLC. | 27,148 | $7.86M | 4.70% | −932−3.3% | Reduced |
| Eos Management, L.P. | 27,142 | $7.85M | 3.11% | 00.0% | Unchanged |
| Cahaba Wealth Management, Inc. | 27,142 | $7.85M | 0.47% | +142+0.5% | Added |
| Paragon Financial Partners, Inc. | 25,417 | $7.85M | 4.22% | +507+2.0% | Added |
| Axecap Investments, LLC | 27,103 | $7.84M | 4.34% | +224+0.8% | Added |
| Ruggiero Investments, Inc. | 27,091 | $7.84M | 6.66% | −872−3.1% | Reduced |
| Quaker Wealth Management, LLC | 27,074 | $7.83M | 2.28% | −404−1.5% | Reduced |
| Baxter Bros Inc | 27,072 | $7.83M | 0.91% | −214−0.8% | Reduced |
| Fortem Financial Group, LLC | 27,062 | $7.83M | 1.60% | −49−0.2% | Reduced |