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, 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
- 6,152
- +98 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
- 199
- 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 | 6,152 | $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, 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 |
|---|---|---|---|---|---|
| Sage Investment Counsel LLC | 19,142 | $5.54M | 5.55% | −85−0.4% | Reduced |
| Rather & Kittrell, Inc. | 19,126 | $5.53M | 0.77% | +923+5.1% | Added |
| Iams Wealth Management, LLC | 19,121 | $5.53M | 1.67% | +306+1.6% | Added |
| AAFMAA Wealth Management & Trust LLC | 19,115 | $5.53M | 1.93% | −1,124−5.6% | Reduced |
| Philip James Wealth Mangement, LLC | 19,082 | $5.52M | 0.62% | −1,233−6.1% | Reduced |
| Serenus Wealth Advisors, LLC | 19,078 | $5.52M | 0.96% | −90.0% | Reduced |
| Dupree Financial Group, LLC | 19,073 | $5.52M | 2.07% | −339−1.7% | Reduced |
| Integrity Wealth Solutions LLC | 19,072 | $5.52M | 2.04% | +1,226+6.9% | Added |
| Peoples Bank | 19,067 | $5.52M | 2.84% | +1,032+5.7% | Added |
| Garton & Associates Financial Advisors LLC | 19,062 | $5.52M | 12.47% | −986−4.9% | Reduced |
| Platt Wealth Management LLC | 19,061 | $5.51M | 4.43% | +519+2.8% | Added |
| Z3 Capital Partners, LLC | 19,040 | $5.51M | 1.16% | −299−1.5% | Reduced |
| Farnam Financial LLC | 19,012 | $5.50M | 4.01% | −91−0.5% | Reduced |
| Andrews Advisory Associates, LLC | 18,995 | $5.50M | 2.64% | −414−2.1% | Reduced |
| McGowan Group Asset Management, Inc. | 18,991 | $5.50M | 0.67% | +10+0.1% | Added |
| Legacy Wealth Asset Management, LLC | 18,988 | $5.49M | 1.21% | −1,671−8.1% | Reduced |
| Boreal Capital Management LLC | 18,984 | $5.49M | 4.09% | −271−1.4% | Reduced |
| Royal Capital Wealth Management, LLC | 18,980 | $5.49M | 3.08% | −399−2.1% | Reduced |
| Winter & Associates, Inc. | 18,980 | $5.49M | 4.13% | −157−0.8% | Reduced |
| Praetorian Wealth Management, Inc. | 18,960 | $5.49M | 0.95% | +328+1.8% | Added |
| Bingham Private Wealth, LLC | 18,959 | $5.49M | 3.78% | +6,654+54.1% | Added |
| Hobart Private Capital, LLC | 18,937 | $5.48M | 0.94% | +1,203+6.8% | Added |
| Samara Investment Management, LLC | 18,936 | $5.48M | 5.04% | +608+3.3% | Added |
| Tenere Capital LLC | 18,925 | $5.48M | 4.35% | −26,136−58.0% | Reduced |
| Clarus Wealth Advisors | 17,468 | $5.47M | 2.11% | −9,892−36.2% | Reduced |
| Private Client Services, LLC | 18,915 | $5.47M | 1.43% | −1,763−8.5% | Reduced |
| Schulhoff & Co Inc | 18,890 | $5.47M | 2.20% | −50−0.3% | Reduced |
| Integrity Advisory Solutions, LLC | 18,885 | $5.46M | 0.56% | +2,870+17.9% | Added |
| Valtinson Bruner Financial Planning LLC | 18,883 | $5.46M | 1.37% | −25−0.1% | Reduced |
| Cumberland Advisors Inc | 18,880 | $5.46M | 1.92% | 00.0% | Unchanged |
| Southern Capital Advisors, LLC | 18,866 | $5.46M | 2.28% | −1,725−8.4% | Reduced |
| RHS Financial, LLC | 18,862 | $5.46M | 2.20% | +3,206+20.5% | Added |
| Prosperity Bancshares Inc | 18,828 | $5.45M | 3.56% | +1,265+7.2% | Added |
| Baker Boyer National Bank | 18,826 | $5.45M | 1.50% | −126−0.7% | Reduced |
| LeConte Wealth Management, LLC | 18,823 | $5.45M | 2.97% | +1,151+6.5% | Added |
| Retirement Guys Formula LLC | 18,818 | $5.45M | 2.05% | +612+3.4% | Added |
| Warther Private Wealth, LLC | 18,803 | $5.44M | 1.19% | −251−1.3% | Reduced |
| Willner & Heller, LLC | 18,794 | $5.44M | 3.40% | −518−2.7% | Reduced |
| X Advisors, LLC | 17,386 | $5.44M | 14.47% | +17,386 | New |
| Northern Financial Advisors Inc | 18,779 | $5.43M | 3.59% | +32+0.2% | Added |
| Wealth Watch Advisors, INC | 18,780 | $5.43M | 1.77% | +5,816+44.9% | Added |
| Barry Investment Advisors, LLC | 18,740 | $5.42M | 1.13% | −550−2.9% | Reduced |
| Magnolia Private Wealth, LLC | 18,730 | $5.42M | 2.98% | +779+4.3% | Added |
| Consilio Wealth Advisors, LLC | 18,695 | $5.41M | 1.30% | +256+1.4% | Added |
| Frederick Financial Consultants, LLC | 18,672 | $5.40M | 2.29% | +84+0.5% | Added |
| Accuvest Global Advisors | 18,667 | $5.40M | 4.65% | −6,503−25.8% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 18,624 | $5.39M | 1.46% | −667−3.5% | Reduced |
| XY Planning Network, Inc. | 18,613 | $5.39M | 0.68% | −5,553−23.0% | Reduced |
| Melfa Wealth Management, LLC | 18,611 | $5.39M | 2.90% | −825−4.2% | Reduced |
| Operose Advisors LLC | 18,605 | $5.38M | 1.04% | +165+0.9% | Added |
| G&S Capital LLC | 18,601 | $5.38M | 1.56% | −1,227−6.2% | Reduced |
| Parkway Wealth Management Group, LLC | 18,598 | $5.38M | 0.62% | −647−3.4% | Reduced |
| Tucker Asset Management LLC | 18,595 | $5.38M | 1.33% | +649+3.6% | Added |
| Summit Wealth Group, LLC | 18,594 | $5.38M | 1.10% | −179−1.0% | Reduced |
| S&A Financial Services, Inc. | 18,523 | $5.36M | 3.27% | −534−2.8% | Reduced |
| Pacific Wealth Strategies Group, Inc. | 18,521 | $5.36M | 3.08% | −19,767−51.6% | Reduced |
| Heritage Oak Wealth Advisors LLC | 18,518 | $5.36M | 1.59% | +1,040+6.0% | Added |
| JMN Financial LLC | 18,502 | $5.35M | 4.16% | +696+3.9% | Added |
| Islay Capital Management, LLC | 18,480 | $5.35M | 2.51% | −323−1.7% | Reduced |
| Collar Capital Management, LLC | 18,470 | $5.34M | 3.15% | −467−2.5% | Reduced |
| Needham Investment Management LLC | 18,450 | $5.34M | 0.16% | 00.0% | Unchanged |
| Hardworking Capital Advisors, LLC | 18,446 | $5.34M | 4.36% | −60−0.3% | Reduced |
| Able Wealth Management LLC | 18,932 | $5.34M | 1.22% | +1,394+7.9% | Added |
| BCS Wealth Management | 18,426 | $5.33M | 0.96% | −195−1.0% | Reduced |
| Brasada Capital Management, LP | 18,399 | $5.32M | 0.96% | +10,110+122.0% | Added |
| Snowwater Investment Partners, LLC | 18,395 | $5.32M | 3.68% | +625+3.5% | Added |
| Tannin Capital LLC | 18,390 | $5.32M | 3.50% | −1,128−5.8% | Reduced |
| Legacy Capital Wealth Management, LLC | 18,390 | $5.32M | 2.47% | −38−0.2% | Reduced |
| Greenbush Financial Group, LLC | 18,361 | $5.31M | 1.56% | +318+1.8% | Added |
| Unique Wealth, LLC | 18,349 | $5.31M | 0.62% | −485−2.6% | Reduced |
| Twelve Points Wealth Management LLC | 18,339 | $5.31M | 1.06% | −308−1.7% | Reduced |
| Foresight Capital Management Advisors, Inc. | 18,330 | $5.30M | 2.58% | +56+0.3% | Added |
| RD Lewis Holdings, Inc. | 17,297 | $5.30M | 3.94% | +389+2.3% | Added |
| Peak Retirement Planning, Inc. | 18,319 | $5.30M | 0.84% | +3,670+25.1% | Added |
| New Wave Wealth Advisors LLC | 18,307 | $5.30M | 1.45% | +3,114+20.5% | Added |
| ASL Financial, LLC | 18,303 | $5.30M | 3.73% | −30.0% | Reduced |
| Meadowbrook Wealth Management, LLC | 18,289 | $5.29M | 5.70% | +8,890+94.6% | Added |
| Rialto Wealth Management, LLC | 18,283 | $5.29M | 1.05% | +168+0.9% | Added |
| NWM Advisors, LLC | 18,247 | $5.28M | 4.16% | −527−2.8% | Reduced |
| Blue Rock Wealth Management LLC | 18,246 | $5.28M | 2.94% | −10−0.1% | Reduced |
| Ruedi Wealth Management, Inc. | 18,207 | $5.27M | 1.24% | −123−0.7% | Reduced |
| PCG Asset Management, LLC | 18,207 | $5.27M | 3.78% | −133−0.7% | Reduced |
| Sanchez Wealth Management Group | 18,188 | $5.26M | 0.92% | −1,247−6.4% | Reduced |
| Winebrenner Capital Management LLC | 18,183 | $5.26M | 3.20% | −1,193−6.2% | Reduced |
| Blankinship & Foster, LLC | 18,159 | $5.25M | 1.06% | −11,102−37.9% | Reduced |
| Coquina Private Wealth LLC | 18,137 | $5.25M | 3.56% | −23−0.1% | Reduced |
| Northstar Financial Companies, Inc. | 18,132 | $5.25M | 3.54% | −344−1.9% | Reduced |
| Market Street Wealth Management Advisors LLC | 18,121 | $5.24M | 0.75% | +857+5.0% | Added |
| Avion Wealth | 18,123 | $5.24M | 0.98% | +202+1.1% | Added |
| Richard W. Paul & Associates, LLC | 18,102 | $5.24M | 1.60% | −93−0.5% | Reduced |
| Mosaic Financial Group, LLC | 18,088 | $5.23M | 3.35% | −590−3.2% | Reduced |
| Royal Harbor Partners, LLC | 18,088 | $5.23M | 1.62% | −280−1.5% | Reduced |
| HTG Investment Advisors, Inc. | 18,063 | $5.23M | 1.34% | −4,821−21.1% | Reduced |
| Sara-Bay Financial | 18,026 | $5.22M | 1.39% | −182−1.0% | Reduced |
| Kurv Investment Management LLC | 18,024 | $5.22M | 4.02% | −3,784−17.4% | Reduced |
| Aspetuck Financial Management LLC | 18,010 | $5.21M | 3.07% | +130+0.7% | Added |
| Monetta Financial Services Inc | 18,000 | $5.21M | 3.51% | 00.0% | Unchanged |
| KFA Private Wealth Group, LLC | 17,976 | $5.20M | 1.25% | −2,649−12.8% | Reduced |
| Element Pointe Advisors, LLC | 17,961 | $5.20M | 0.84% | +256+1.4% | Added |
| Stone Point Wealth LLC | 17,958 | $5.20M | 1.32% | −59−0.3% | Reduced |