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
Q3 2026 data is still coming in: 15 institutions have reported holding AAPL so far. See Q3 2026
- 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 | 6,135 | $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, 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 |
|---|---|---|---|---|---|
| Prudent Man Investment Management, Inc. | 14,286 | $3.88M | 1.33% | 00.0% | Unchanged |
| Fortune 45 LLC | 13,447 | $3.89M | 1.66% | +336+2.6% | Added |
| Weinberger Asset Management, Inc | 12,598 | $3.89M | 1.25% | +50+0.4% | Added |
| Midwest Professional Planners, LTD. | 13,457 | $3.89M | 0.76% | +88+0.7% | Added |
| CogentBlue Wealth Advisors, LLC | 13,467 | $3.90M | 2.23% | +264+2.0% | Added |
| Cannon Advisors, Inc. | 12,392 | $3.90M | 2.37% | −11,000−47.0% | Reduced |
| Sonoma Allocations LLC | 13,299 | $3.92M | 1.66% | −30−0.2% | Reduced |
| Cedar Wealth Management, LLC | 13,552 | $3.92M | 1.01% | +1,696+14.3% | Added |
| Curtis Advisory Group, LLC | 13,563 | $3.92M | 0.76% | +20.0% | Added |
| LiftPoint Family Wealth Advisors LLC | 13,570 | $3.93M | 2.66% | +2,366+21.1% | Added |
| Latko Wealth Management, Ltd. | 13,573 | $3.93M | 1.67% | +31+0.2% | Added |
| GoalVest Advisory LLC | 13,577 | $3.93M | 0.73% | −2,529−15.7% | Reduced |
| Master's Wealth Management Inc. | 13,583 | $3.93M | 1.18% | +406+3.1% | Added |
| WMS Group LLC | 13,603 | $3.94M | 5.08% | −54−0.4% | Reduced |
| Park Edge Advisors, LLC | 13,603 | $3.94M | 0.84% | −569−4.0% | Reduced |
| Storen Legacy Partners, LLC | 13,618 | $3.94M | 1.07% | +1,043+8.3% | Added |
| Kelman-Lazarov, Inc. | 13,643 | $3.95M | 0.52% | +590+4.5% | Added |
| Hobbs Group Advisors, LLC | 13,646 | $3.95M | 1.04% | +252+1.9% | Added |
| Bright Futures Wealth Management, LLC. | 13,651 | $3.95M | 2.55% | +230+1.7% | Added |
| Orin Green Financial, LLC | 13,684 | $3.96M | 1.46% | −102−0.7% | Reduced |
| Vienna Asset Management LLC | 13,686 | $3.96M | 2.82% | +1,153+9.2% | Added |
| Chicago Wealth Management, Inc. | 13,690 | $3.96M | 1.41% | +45+0.3% | Added |
| Align Financial, LLC | 13,704 | $3.97M | 1.97% | −36−0.3% | Reduced |
| Beta Wealth Group, Inc. | 13,716 | $3.97M | 1.49% | +1,245+10.0% | Added |
| WealthCare Investment Partners, LLC | 13,737 | $3.97M | 0.97% | +2,965+27.5% | Added |
| Innovative Advisory Group, LLC | 13,749 | $3.98M | 3.04% | −149−1.1% | Reduced |
| SMART Wealth LLC | 13,782 | $3.99M | 0.86% | −2,593−15.8% | Reduced |
| Rexford Capital Inc | 13,785 | $3.99M | 2.45% | +15+0.1% | Added |
| Autumn Glory Partners, LLC | 13,796 | $3.99M | 1.13% | +6,923+100.7% | Added |
| Elevated Financial Group LLC | 13,801 | $3.99M | 1.13% | −1,222−8.1% | Reduced |
| HMS Capital Management, LLC | 13,804 | $3.99M | 1.49% | −424−3.0% | Reduced |
| Northern Capital Management, Inc. | 13,813 | $4.00M | 1.70% | +43+0.3% | Added |
| MinichMacGregor Wealth Management, LLC | 13,828 | $4.00M | 0.61% | −305−2.2% | Reduced |
| Harbour Wealth Management Group, Inc. | 13,837 | $4.00M | 2.71% | +30.0% | Added |
| Valueworks LLC | 13,842 | $4.01M | 0.84% | −460−3.2% | Reduced |
| Wealth Care LLC | 13,843 | $4.01M | 3.24% | −10.0% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 13,871 | $4.01M | 5.47% | +25+0.2% | Added |
| Entrewealth, LLC | 12,883 | $4.02M | 1.49% | +5,311+70.1% | Added |
| Quantum Financial Partners LLC | 13,916 | $4.03M | 2.06% | +13,916 | New |
| Shrier Wealth Management, LLC | 13,923 | $4.03M | 1.36% | −7−0.1% | Reduced |
| Kaufman Rossin Wealth, LLC | 12,743 | $4.03M | 1.91% | −208−1.6% | Reduced |
| Cypress Advisory Group LLC | 13,929 | $4.03M | 3.12% | 00.0% | Unchanged |
| Rayburn West Financial Services LLC | 13,935 | $4.03M | 2.22% | 00.0% | Unchanged |
| Helen Stephens Group, LLC | 13,945 | $4.04M | 0.69% | +532+4.0% | Added |
| Empire Financial Management Company, LLC | 13,947 | $4.04M | 1.60% | −40,938−74.6% | Reduced |
| Parrish Capital LLC | 13,956 | $4.04M | 3.89% | −1,966−12.3% | Reduced |
| Wiser Wealth Management, Inc | 13,967 | $4.04M | 0.77% | +1,664+13.5% | Added |
| Sensible Money, LLC | 13,993 | $4.05M | 1.07% | −1,296−8.5% | Reduced |
| RMG Wealth Management LLC | 13,397 | $4.05M | 0.42% | +74+0.6% | Added |
| Burkett Financial Services, LLC | 14,000 | $4.05M | 1.27% | −124−0.9% | Reduced |
| Gill Capital Partners, LLC | 14,002 | $4.05M | 1.07% | −430−3.0% | Reduced |
| Tenon Financial LLC | 14,002 | $4.05M | 1.30% | −1,056−7.0% | Reduced |
| Compass Advisory Group LLC | 14,013 | $4.05M | 0.96% | −68−0.5% | Reduced |
| TCP Asset Management, LLC | 14,015 | $4.06M | 0.46% | +559+4.2% | Added |
| Flower City Capital | 14,034 | $4.06M | 1.79% | −1,011−6.7% | Reduced |
| Cherrydale Wealth Management, LLC | 14,041 | $4.06M | 1.06% | −187−1.3% | Reduced |
| Disciplined Investors, L.L.C. | 14,046 | $4.06M | 2.03% | −861−5.8% | Reduced |
| Nestegg Advisors, Inc. | 14,052 | $4.07M | 2.88% | +13+0.1% | Added |
| Valued Retirements, Inc. | 14,067 | $4.07M | 3.66% | −807−5.4% | Reduced |
| Riverstone Advisors, LLC | 14,100 | $4.08M | 1.69% | +1,680+13.5% | Added |
| Y.D. More Investments Ltd | 14,131 | $4.09M | 0.13% | +361+2.6% | Added |
| Portfolio Strategies, Inc. | 14,130 | $4.09M | 0.40% | −21−0.1% | Reduced |
| Medallion Wealth Advisors, LLC | 14,128 | $4.09M | 1.35% | −3,153−18.2% | Reduced |
| Future Fund LLC | 14,190 | $4.11M | 1.18% | +180+1.3% | Added |
| Powell Investment Advisors, LLC | 14,199 | $4.11M | 1.30% | −150−1.0% | Reduced |
| First Washington CORP | 14,233 | $4.12M | 1.00% | +8,924+168.1% | Added |
| Eagle Harbor Asset Management Inc | 14,238 | $4.12M | 3.25% | −638−4.3% | Reduced |
| Townsend & Associates, Inc | 12,621 | $4.12M | 0.35% | +10.0% | Added |
| Synergy Investment Management, LLC | 13,692 | $4.12M | 1.00% | +7,959+138.8% | Added |
| Mraz, Amerine & Associates, Inc. | 14,285 | $4.13M | 0.59% | −259−1.8% | Reduced |
| Legacy Wealth Partners, LLC | 14,289 | $4.13M | 0.94% | −920−6.0% | Reduced |
| Blackston Financial Advisory Group, LLC | 14,301 | $4.14M | 2.33% | +172+1.2% | Added |
| DRW Securities, LLC | 14,330 | $4.14M | 0.25% | +129+0.9% | Added |
| Pinnacle Holdings, LLC | 14,333 | $4.15M | 1.28% | −156−1.1% | Reduced |
| Orion Investment Co | 14,354 | $4.15M | 1.22% | 00.0% | Unchanged |
| First City Capital Management, Inc. | 14,359 | $4.15M | 2.02% | +378+2.7% | Added |
| Seven Springs Wealth Group, LLC | 14,365 | $4.16M | 0.91% | +379+2.7% | Added |
| Buttonwood Financial Advisors Inc. | 14,395 | $4.17M | 1.27% | −165−1.1% | Reduced |
| Oxford Wealth Group, LLC | 14,441 | $4.18M | 1.87% | +314+2.2% | Added |
| Invenio Wealth Partners LLC | 14,443 | $4.18M | 1.50% | +217+1.5% | Added |
| Leith Wheeler Investment Counsel Ltd. | 14,449 | $4.18M | 0.32% | −360−2.4% | Reduced |
| Capital Squared Financial LLC | 14,468 | $4.19M | 2.74% | +19+0.1% | Added |
| Matrix Trust Co | 14,478 | $4.19M | 0.61% | −220−1.5% | Reduced |
| Kerr Financial Planning Corp | 14,494 | $4.19M | 4.69% | −107−0.7% | Reduced |
| MN Wealth Advisors, LLC | 14,506 | $4.20M | 1.79% | +233+1.6% | Added |
| John G Ullman & Associates Inc | 14,507 | $4.20M | 0.51% | +154+1.1% | Added |
| KG&L Capital Management,LLC | 14,511 | $4.20M | 2.50% | −524−3.5% | Reduced |
| Capital Square, LLC | 13,324 | $4.20M | 1.85% | −228−1.7% | Reduced |
| Aberdeen Wealth Management LLC | 14,527 | $4.20M | 2.02% | −7,994−35.5% | Reduced |
| Permanent Capital Management, LP | 14,538 | $4.21M | 0.56% | +67+0.5% | Added |
| Lifestyle Asset Management, Inc. | 14,539 | $4.21M | 1.13% | +235+1.6% | Added |
| BFI Infinity Ltd. | 14,548 | $4.21M | 2.02% | +13,648+1,516.4% | Added |
| FOCUS Wealth Advisors, LLC | 14,558 | $4.21M | 1.95% | −101−0.7% | Reduced |
| Minot DeBlois Advisors LLC | 14,567 | $4.22M | 3.62% | −544−3.6% | Reduced |
| Palatine Hill Wealth Management, LLC | 14,572 | $4.22M | 3.40% | +33+0.2% | Added |
| Werlinich Asset Management, LLC | 14,580 | $4.22M | 1.61% | −100−0.7% | Reduced |
| Cannon Wealth Management Services, LLC | 14,591 | $4.22M | 2.31% | +470+3.3% | Added |
| Lighthouse Financial LLC | 14,596 | $4.22M | 2.19% | −542−3.6% | Reduced |
| Baer Investment Advisory LLC | 15,029 | $4.22M | 5.12% | +1,032+7.4% | Added |
| Financial Solutions Advisory Group, Inc. | 13,367 | $4.23M | 0.53% | +256+2.0% | Added |