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: 29 institutions have reported holding AAPL so far. See Q3 2026
- 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 | 6,150 | $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 |
|---|---|---|---|---|---|
| Rooted Wealth Advisors, Inc. | 21,154 | $6.12M | 1.50% | +1,619+8.3% | Added |
| Stony Point Wealth Management Inc. | 21,171 | $6.13M | 2.17% | +858+4.2% | Added |
| City National Bank of Florida | 21,218 | $6.14M | 2.57% | +5,755+37.2% | Added |
| SAM Advisors, LLC | 21,241 | $6.15M | 1.68% | +228+1.1% | Added |
| KilterHowling LLC | 21,260 | $6.15M | 2.76% | +5,721+36.8% | Added |
| Virginia Wealth Management Group, Inc. | 21,267 | $6.15M | 3.06% | −13−0.1% | Reduced |
| Sherman Porfolios, LLC | 24,299 | $6.17M | 0.48% | 00.0% | Unchanged |
| Cedarwood Wealth LLC | 21,327 | $6.17M | 4.66% | +36+0.2% | Added |
| Bouvel Investment Partners, LLC | 21,327 | $6.17M | 1.40% | −328−1.5% | Reduced |
| American Capital Advisory, LLC | 21,329 | $6.17M | 2.25% | −15−0.1% | Reduced |
| Emprise Bank | 21,331 | $6.17M | 2.27% | −432−2.0% | Reduced |
| Orrstown Financial Services Inc | 21,405 | $6.19M | 0.92% | −989−4.4% | Reduced |
| Snider Financial Group | 21,410 | $6.20M | 1.58% | −8,544−28.5% | Reduced |
| Core Wealth Advisors, Inc. | 21,412 | $6.20M | 1.25% | +2,894+15.6% | Added |
| Banco de Sabadell, S.A | 21,430 | $6.20M | 3.64% | +228+1.1% | Added |
| Massachusetts Wealth Management | 21,423 | $6.20M | 2.36% | −150−0.7% | Reduced |
| Ogorek Anthony Joseph | 21,460 | $6.21M | 1.54% | +103+0.5% | Added |
| Convergence Investment Partners, LLC | 21,486 | $6.22M | 0.59% | −11,344−34.6% | Reduced |
| RS Crum Inc. | 21,493 | $6.22M | 1.17% | +990+4.8% | Added |
| Bayban | 21,510 | $6.22M | 4.78% | +1,517+7.6% | Added |
| Affinity Investment Advisors, LLC | 21,517 | $6.23M | 3.16% | −1,023−4.5% | Reduced |
| Wolff Wiese Magana LLC | 21,552 | $6.24M | 2.87% | +5,022+30.4% | Added |
| Cypress Capital Advisors, LLC | 21,565 | $6.24M | 2.56% | −176−0.8% | Reduced |
| Whalen Wealth Management Inc. | 21,572 | $6.24M | 2.81% | −2,824−11.6% | Reduced |
| Successful Portfolios LLC | 19,782 | $6.25M | 2.92% | −146−0.7% | Reduced |
| Agp Franklin, LLC | 21,592 | $6.25M | 2.71% | +564+2.7% | Added |
| WJ Financial Advisors LLC | 21,601 | $6.25M | 4.60% | +50.0% | Added |
| Primoris Wealth Advisors, LLC | 21,630 | $6.26M | 2.85% | +39+0.2% | Added |
| GLR Partners, LLC | 21,630 | $6.26M | 2.91% | +84+0.4% | Added |
| White Lighthouse Investment Management Inc. | 21,636 | $6.26M | 0.78% | −501−2.3% | Reduced |
| Krane Financial Solutions LLC | 21,652 | $6.27M | 3.86% | −142−0.7% | Reduced |
| KDK Private Wealth Management, LLC | 21,666 | $6.27M | 5.20% | +13,542+166.7% | Added |
| Capula Management Ltd | 21,670 | $6.27M | 0.03% | −28,653−56.9% | Reduced |
| Retirement Planning Group, LLC | 21,675 | $6.27M | 3.42% | +1,110+5.4% | Added |
| Stelac Advisory Services LLC | 21,709 | $6.29M | 1.17% | +38+0.2% | Added |
| Financial Advisory Partners, LLC | 21,730 | $6.29M | 1.64% | −269−1.2% | Reduced |
| Wilkins Investment Counsel Inc | 21,733 | $6.29M | 0.85% | +495+2.3% | Added |
| Owl Creek Wealth Partners LLC | 21,772 | $6.30M | 1.84% | +443+2.1% | Added |
| First Citizens Financial Corp | 21,803 | $6.31M | 2.64% | +79+0.4% | Added |
| R.H. Investment Group, LLC | 21,812 | $6.31M | 4.75% | −30.0% | Reduced |
| Atom Investors LP | 21,814 | $6.31M | 0.56% | +21,814 | New |
| Delap Wealth Advisory, LLC | 21,831 | $6.32M | 2.14% | −196−0.9% | Reduced |
| Capital Planning LLC | 21,860 | $6.33M | 1.84% | +83+0.4% | Added |
| Limestone Investment Advisors LP | 21,885 | $6.33M | 3.17% | −6,876−23.9% | Reduced |
| David J Yvars Group | 21,889 | $6.33M | 3.11% | +176+0.8% | Added |
| CacheTech Inc. | 21,892 | $6.33M | 1.03% | +481+2.2% | Added |
| Friday Financial | 20,403 | $6.34M | 1.70% | +2,162+11.9% | Added |
| Acorn Wealth Advisors, LLC | 21,912 | $6.34M | 1.55% | −143−0.6% | Reduced |
| Monument Group Wealth Advisors, LLC | 21,918 | $6.34M | 3.04% | −799−3.5% | Reduced |
| Mascoma Wealth Management LLC | 21,938 | $6.35M | 1.18% | −102−0.5% | Reduced |
| Prostatis Group LLC | 21,947 | $6.35M | 1.48% | +645+3.0% | Added |
| First National Bank | 21,970 | $6.36M | 2.51% | +350+1.6% | Added |
| Cantor Fitzgerald, L. P. | 21,984 | $6.36M | 0.12% | −3,089−12.3% | Reduced |
| Castle Wealth Management LLC | 22,134 | $6.40M | 1.90% | +82+0.4% | Added |
| Ramirez Asset Management, Inc. | 22,139 | $6.41M | 0.67% | −90.0% | Reduced |
| Aspen Capital Management, LLC | 22,182 | $6.42M | 1.42% | +159+0.7% | Added |
| Longitude (Cayman) Ltd. | 22,200 | $6.42M | 4.24% | −100−0.4% | Reduced |
| Cooper/Haims Advisors, LLC | 22,201 | $6.42M | 2.76% | −773−3.4% | Reduced |
| Seizert Capital Partners, LLC | 22,208 | $6.43M | 0.27% | −507−2.2% | Reduced |
| Finivi Inc. | 22,222 | $6.43M | 3.30% | −982−4.2% | Reduced |
| Pennington Partners & Co., LLC | 22,235 | $6.43M | 2.06% | +1,192+5.7% | Added |
| Brian Low Financial Group, LLC | 22,242 | $6.44M | 3.75% | +1,608+7.8% | Added |
| Hutner Capital Management Inc | 22,289 | $6.45M | 2.56% | +218+1.0% | Added |
| E&G Advisors, LP | 22,314 | $6.46M | 1.25% | −178−0.8% | Reduced |
| Paul Damon & Associates, Inc. | 22,321 | $6.46M | 2.50% | +20+0.1% | Added |
| Milestone Asset Management Group, LLC | 22,345 | $6.47M | 3.26% | −37−0.2% | Reduced |
| Carter Financial Group, INC. | 22,405 | $6.48M | 3.36% | −3,107−12.2% | Reduced |
| Pinnacle Family Advisors, LLC | 22,437 | $6.49M | 2.72% | −3,231−12.6% | Reduced |
| PFW Advisors LLC | 22,441 | $6.49M | 1.89% | −1,034−4.4% | Reduced |
| Strata Wealth Advisors, LLC | 22,447 | $6.50M | 1.58% | +1,058+4.9% | Added |
| Hofer & Associates. Inc | 22,455 | $6.50M | 3.14% | +262+1.2% | Added |
| SilverOak Wealth Management LLC | 22,462 | $6.50M | 0.84% | +2,534+12.7% | Added |
| Bolthouse Investments, LLC | 22,472 | $6.50M | 5.27% | +66+0.3% | Added |
| Geremia Financial Services, LLC | 22,513 | $6.51M | 6.91% | −17,077−43.1% | Reduced |
| Commerce Advisors, LLC | 22,527 | $6.52M | 3.54% | −116−0.5% | Reduced |
| Pinney & Scofield, Inc. | 22,530 | $6.52M | 3.19% | +58+0.3% | Added |
| Unison Asset Management LLC | 22,532 | $6.52M | 2.65% | +575+2.6% | Added |
| Brucke Financial, Inc. | 22,544 | $6.52M | 2.90% | +568+2.6% | Added |
| Noble Wealth Management PBC | 22,546 | $6.52M | 2.98% | −244−1.1% | Reduced |
| Hirtle Callaghan & Co LLC | 22,547 | $6.52M | 0.21% | +963+4.5% | Added |
| Guinness Atkinson Asset Management Inc | 22,562 | $6.53M | 2.93% | −481−2.1% | Reduced |
| Tevis Investment Management | 22,578 | $6.53M | 3.57% | −598−2.6% | Reduced |
| Aspire Capital Advisors LLC | 22,596 | $6.54M | 1.27% | +352+1.6% | Added |
| EJMK Ventures LLC | 22,607 | $6.54M | 2.97% | +149+0.7% | Added |
| DKM Wealth Management, Inc. | 22,618 | $6.54M | 4.28% | −333−1.5% | Reduced |
| J Hagan Capital, Inc. | 22,622 | $6.55M | 3.03% | −382−1.7% | Reduced |
| Invera Wealth Advisors, LLC | 22,640 | $6.55M | 3.51% | +39+0.2% | Added |
| Maven Securities LTD | 22,676 | $6.56M | 0.45% | +22,676 | New |
| Allium Financial Advisors, LLC | 22,679 | $6.56M | 4.30% | +48+0.2% | Added |
| Mars Jewett Financial Group, Inc. | 22,704 | $6.57M | 1.33% | +2,242+11.0% | Added |
| Lexington Hill Partners, LLC | 22,710 | $6.57M | 3.19% | +803+3.7% | Added |
| Prakash Investment Advisors LLC | 22,711 | $6.57M | 4.07% | −1,154−4.8% | Reduced |
| Mountain Capital Investment Advisors, Inc | 22,730 | $6.58M | 0.94% | −696−3.0% | Reduced |
| Waterway Wealth Management, LLC | 22,734 | $6.58M | 1.34% | −165−0.7% | Reduced |
| Caerus Investment Advisors, LLC | 22,752 | $6.58M | 2.22% | +2,670+13.3% | Added |
| ERn Financial, LLC | 22,779 | $6.59M | 1.09% | +559+2.5% | Added |
| KWMG, LLC | 22,796 | $6.60M | 0.48% | +61+0.3% | Added |
| Wellington Grp LLC | 22,837 | $6.61M | 1.75% | +1,006+4.6% | Added |
| Tarbox Family Office, Inc. | 22,846 | $6.61M | 0.95% | −87−0.4% | Reduced |
| Tableaux LLC | 22,853 | $6.61M | 2.78% | −145−0.6% | Reduced |