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, 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
- 6,150
- +96 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
- 197
- 2,598 more added
- Sold out
- 101
- 2,956 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 | 6,150 | $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, 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 |
|---|---|---|---|---|---|
| Vista Private Wealth Partners. LLC | 11,696 | $3.58M | 1.17% | −5,966−33.8% | Reduced |
| Capstone Wealth Management, LLC | 12,372 | $3.58M | 1.66% | +3,653+41.9% | Added |
| Nutshell Asset Management Ltd | 12,376 | $3.58M | 1.19% | +7,700+164.7% | Added |
| Capitol Family Office, Inc. | 12,385 | $3.58M | 3.78% | −461−3.6% | Reduced |
| Paladin Partners, LLC | 12,402 | $3.59M | 2.37% | −2,775−18.3% | Reduced |
| Marvin & Palmer Associates Inc | 12,408 | $3.59M | 2.26% | −191−1.5% | Reduced |
| Mainstay Capital Management LLC | 12,413 | $3.59M | 0.27% | +287+2.4% | Added |
| Prevail Innovative Wealth Advisors, LLC | 12,462 | $3.61M | 0.54% | −802−6.0% | Reduced |
| CBIZ Investment Advisory Services, LLC | 14,214 | $3.61M | 0.13% | 00.0% | Unchanged |
| Spectrum Investment Advisors, Inc. | 12,472 | $3.61M | 1.48% | +2,835+29.4% | Added |
| Invested Advisors | 12,473 | $3.61M | 3.19% | −383−3.0% | Reduced |
| Verus Financial Partners, Inc. | 12,485 | $3.61M | 0.31% | −180−1.4% | Reduced |
| Value Investment Professionals, LLC | 12,486 | $3.61M | 3.04% | +40.0% | Added |
| Guardian Financial Partners, LLC | 12,496 | $3.62M | 1.41% | −989−7.3% | Reduced |
| FreeGulliver LLC | 12,505 | $3.62M | 1.28% | −1,191−8.7% | Reduced |
| Golden Road Advisors LLC | 12,515 | $3.62M | 1.76% | +2,018+19.2% | Added |
| Financial Symmetry Inc | 12,525 | $3.62M | 1.21% | +510+4.2% | Added |
| Keyes, Stange & Wooten Wealth Management, LLC | 12,525 | $3.62M | 1.45% | +20.0% | Added |
| Eads & Heald Wealth Management | 12,560 | $3.63M | 1.78% | −1,090−8.0% | Reduced |
| Sherman Asset Management, Inc. | 12,591 | $3.64M | 2.83% | −1,255−9.1% | Reduced |
| Kachkovsky & Fisher, Inc. | 12,595 | $3.64M | 3.51% | +12,595 | New |
| Sonoma Private Wealth LLC | 12,599 | $3.65M | 3.92% | −313−2.4% | Reduced |
| St. Louis Financial Planners Asset Management, LLC | 11,831 | $3.65M | 1.95% | −109−0.9% | Reduced |
| Sun Financial Inc | 11,847 | $3.65M | 1.72% | +1,219+11.5% | Added |
| Elm3 Financial Group, LLC | 12,657 | $3.66M | 2.51% | −581−4.4% | Reduced |
| Basepoint Wealth LLC | 12,664 | $3.66M | 2.10% | +186+1.5% | Added |
| Parkwoods Wealth Partners, LLC | 12,698 | $3.67M | 0.59% | +8,326+190.4% | Added |
| Tributary Capital Management, LLC | 12,702 | $3.68M | 0.30% | −223−1.7% | Reduced |
| Greater Midwest Financial Group, LLC | 12,731 | $3.68M | 1.84% | −530−4.0% | Reduced |
| Raffa Wealth Management, LLC | 12,732 | $3.68M | 0.46% | +1,181+10.2% | Added |
| J. Team Financial, Inc. | 12,734 | $3.68M | 3.58% | −1,635−11.4% | Reduced |
| Ulland Investment Advisors, LLC | 12,751 | $3.69M | 2.72% | −217−1.7% | Reduced |
| Cherry Tree Wealth Management, LLC | 12,773 | $3.70M | 0.70% | −323−2.5% | Reduced |
| Second Half Financial Partners, LLC | 12,789 | $3.70M | 1.52% | +18+0.1% | Added |
| STAR Financial Bank | 12,791 | $3.70M | 1.51% | +1,790+16.3% | Added |
| Williams & Novak, LLC | 12,792 | $3.70M | 2.48% | +1,311+11.4% | Added |
| Ridge Creek Global, Inc | 12,794 | $3.70M | 2.88% | −1,440−10.1% | Reduced |
| Rosenberg Matthew Hamilton | 12,805 | $3.71M | 0.69% | +485+3.9% | Added |
| Bank & Trust Co | 12,810 | $3.71M | 2.34% | −131−1.0% | Reduced |
| Weik Capital Management | 12,824 | $3.71M | 1.43% | −20−0.2% | Reduced |
| Power Wealth Management LLC | 12,831 | $3.71M | 1.28% | +722+6.0% | Added |
| Catalyst Private Wealth, LLC | 12,846 | $3.72M | 1.80% | −9−0.1% | Reduced |
| Scarborough Advisors, LLC | 12,770 | $3.72M | 0.43% | −2,719−17.6% | Reduced |
| Beto Financial Group, LLC | 11,406 | $3.73M | 1.96% | +272+2.4% | Added |
| Main Street Group, LTD | 12,876 | $3.73M | 0.87% | −1,346−9.5% | Reduced |
| Avenue 1 Advisors, LLC | 12,886 | $3.73M | 1.00% | −8−0.1% | Reduced |
| Skyline Advisors, Inc. | 12,886 | $3.73M | 1.17% | −175−1.3% | Reduced |
| Peterson Wealth Management | 12,908 | $3.74M | 1.74% | +9,272+255.0% | Added |
| Pathway Wealth Management LLC | 12,950 | $3.75M | 2.61% | 00.0% | Unchanged |
| TAGStone Capital, Inc. | 12,951 | $3.75M | 1.19% | +1,652+14.6% | Added |
| Wallace Capital Management Inc. | 12,969 | $3.75M | 0.41% | +624+5.1% | Added |
| Guild Investment Management, Inc. | 12,972 | $3.75M | 2.56% | −1,330−9.3% | Reduced |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 12,995 | $3.76M | 0.13% | −2,045−13.6% | Reduced |
| TRB Advisors LP | 13,000 | $3.76M | 1.62% | −162,000−92.6% | Reduced |
| Bullock Wealth Management Group | 12,782 | $3.76M | 1.63% | +93+0.7% | Added |
| Clarity Wealth Development LLC | 13,005 | $3.76M | 2.09% | +1,553+13.6% | Added |
| 1248 Management, LLC | 13,010 | $3.76M | 1.47% | 00.0% | Unchanged |
| Tectonic Advisors LLC | 13,016 | $3.77M | 0.18% | −58−0.4% | Reduced |
| Payne Capital Management, LLC | 13,019 | $3.77M | 1.00% | −369−2.8% | Reduced |
| Menard Financial Group LLC | 13,036 | $3.77M | 2.05% | −1,079−7.6% | Reduced |
| Schrum Private Wealth Management LLC | 16,389 | $3.77M | 3.88% | −7,446−31.2% | Reduced |
| Axis Wealth Partners, LLC | 13,044 | $3.77M | 1.81% | −2,312−15.1% | Reduced |
| Objectivity Squared, LLC | 13,046 | $3.77M | 2.13% | −138−1.0% | Reduced |
| Mountain Pacific Investment Advisers Inc | 13,048 | $3.78M | 0.59% | +40+0.3% | Added |
| Foundation Wealth Management, LLC | 13,048 | $3.78M | 2.23% | −762−5.5% | Reduced |
| Miller Financial Services LLC | 13,062 | $3.78M | 3.06% | −179−1.4% | Reduced |
| Wood Tarver Financial Group, LLC | 13,068 | $3.78M | 0.89% | +680+5.5% | Added |
| Diker Management LLC | 13,097 | $3.79M | 2.92% | 00.0% | Unchanged |
| Jeter Robert S II | 12,023 | $3.79M | 3.63% | −252−2.1% | Reduced |
| Alessandra Capital Management, LLC | 13,129 | $3.80M | 2.69% | −211−1.6% | Reduced |
| Roxbury Financial LLC | 13,138 | $3.80M | 3.01% | +32+0.2% | Added |
| Easterly Investment Partners LLC | 13,139 | $3.80M | 0.19% | +13,139 | New |
| Causey Wealth LLC | 13,149 | $3.80M | 1.49% | +20.0% | Added |
| Forza Wealth Management, LLC | 13,156 | $3.81M | 1.17% | −722−5.2% | Reduced |
| Wealthcare Capital Partners, LLC | 13,171 | $3.81M | 1.57% | +103+0.8% | Added |
| Kondo Wealth Advisors, Inc. | 13,171 | $3.81M | 1.27% | +103+0.8% | Added |
| Smith Partners Wealth Management, LLC | 13,190 | $3.82M | 3.03% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 13,197 | $3.82M | 2.37% | −137−1.0% | Reduced |
| Houlihan Financial Resource Group, Ltd. | 13,209 | $3.82M | 1.36% | −597−4.3% | Reduced |
| Keb Asset Management, LLC | 13,233 | $3.83M | 0.62% | −349−2.6% | Reduced |
| Investors Research Corp | 13,234 | $3.83M | 0.69% | −1,491−10.1% | Reduced |
| Paragon Capital Management Ltd | 13,242 | $3.83M | 0.73% | −388−2.8% | Reduced |
| Vilga Financial Planning LLC | 13,245 | $3.83M | 2.90% | +140+1.1% | Added |
| Wetzel Investment Advisors, Inc. | 13,265 | $3.84M | 1.33% | −779−5.5% | Reduced |
| OFS Enterprise LLC | 13,276 | $3.84M | 0.98% | +275+2.1% | Added |
| WealthCollab, LLC | 13,282 | $3.84M | 1.39% | +160+1.2% | Added |
| Steffes Financial, Ltd. | 13,288 | $3.85M | 1.66% | +1,185+9.8% | Added |
| Wealth Forward, LLC | 13,292 | $3.85M | 1.92% | +24+0.2% | Added |
| Smith Asset Management Co., LLC | 13,293 | $3.85M | 3.03% | +628+5.0% | Added |
| Fenimore Asset Management Inc | 13,296 | $3.85M | 0.08% | 00.0% | Unchanged |
| Allegiance Financial Group Advisory Services LLC | 13,304 | $3.85M | 0.67% | −813−5.8% | Reduced |
| Pioneer Wealth Management Group | 13,348 | $3.86M | 0.93% | +6,640+99.0% | Added |
| RCS Financial Planning, LLC | 13,374 | $3.87M | 1.83% | +245+1.9% | Added |
| Entruity Wealth, LLC | 13,384 | $3.87M | 2.51% | +43+0.3% | Added |
| Dodds Wealth, LLC | 13,386 | $3.87M | 0.87% | +115+0.9% | Added |
| Carlson Financial, Inc. | 13,386 | $3.88M | 1.98% | +98+0.7% | Added |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 13,407 | $3.88M | 3.05% | −775−5.5% | Reduced |
| BCGM Wealth Management, LLC | 13,412 | $3.88M | 0.82% | −5,731−29.9% | Reduced |
| Peterson Wealth Advisors, LLC | 13,414 | $3.88M | 0.46% | −58−0.4% | Reduced |
| Ade, LLC | 13,416 | $3.88M | 1.64% | +343+2.6% | Added |