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 7 sales; 6,149 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
- 6,149
- +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
- 2,597 more added
- Sold out
- 101
- 2,955 more reduced
82 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 | 6,149 | $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 |
|---|---|---|---|---|---|
| Lowe Brockenbrough & Co Inc | 274,474 | $79.4M | 3.53% | −5,421−1.9% | Reduced |
| Nwam LLC | 274,282 | $79.4M | 3.97% | +18,523+7.2% | Added |
| Scopus Asset Management, L.P. | 273,500 | $79.1M | 1.86% | +273,500 | New |
| Academy Capital Management Inc | 273,364 | $79.1M | 10.46% | −2,914−1.1% | Reduced |
| China Universal Asset Management Co., Ltd. | 273,078 | $79.0M | 4.73% | +28,890+11.8% | Added |
| Fort Sheridan Advisors LLC | 272,268 | $78.8M | 8.49% | +751+0.3% | Added |
| LS Investment Advisors, LLC | 271,738 | $78.6M | 10.66% | +410+0.2% | Added |
| CFM Wealth Partners LLC | 271,129 | $78.5M | 10.02% | −4,336−1.6% | Reduced |
| Fulton Bank, N.A. | 270,032 | $78.1M | 2.39% | −4,029−1.5% | Reduced |
| Burkehill Global Management, LP | 270,000 | $78.1M | 2.82% | +270,000 | New |
| Evanson Financial, LLC | 269,895 | $78.1M | 3.86% | +269,895 | New |
| Tower Research Capital LLC (TRC) | 269,878 | $78.1M | 1.91% | −172,090−38.9% | Reduced |
| Sound View Wealth Advisors Group, LLC | 269,682 | $78.0M | 4.84% | −5,080−1.8% | Reduced |
| Shikiar Asset Management Inc | 268,034 | $77.6M | 19.59% | −4,635−1.7% | Reduced |
| Washington Trust Advisors, Inc. | 266,099 | $77.0M | 5.72% | −14,715−5.2% | Reduced |
| Bath Savings Trust Co | 265,924 | $76.9M | 7.97% | −2,363−0.9% | Reduced |
| General American Investors Co Inc | 265,705 | $76.9M | 4.66% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 265,628 | $76.9M | 3.10% | −12,226−4.4% | Reduced |
| Private Capital Advisors, Inc. | 265,024 | $76.7M | 6.72% | −1,745−0.7% | Reduced |
| RB Capital Management, LLC | 264,080 | $76.4M | 14.95% | −3,527−1.3% | Reduced |
| Klingman & Associates, LLC | 263,977 | $76.4M | 3.25% | −5,865−2.2% | Reduced |
| Marco Investment Management LLC | 263,099 | $76.1M | 5.01% | −8,289−3.1% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 261,856 | $75.8M | 3.41% | −15,692−5.7% | Reduced |
| Aviance Capital Partners, LLC | 261,608 | $75.7M | 7.86% | +1,031+0.4% | Added |
| ZWJ Investment Counsel Inc | 261,571 | $75.7M | 2.45% | +7,266+2.9% | Added |
| Gillespie Robinson & Grimm Inc | 260,301 | $75.3M | 4.80% | −51,742−16.6% | Reduced |
| Harding Loevner LP | 259,985 | $75.2M | 0.71% | +259,985 | New |
| Fragasso Group Inc. | 259,888 | $75.2M | 4.02% | +2,084+0.8% | Added |
| Simplex Trading, LLC | 259,549 | $75.1M | 1.96% | +219,765+552.4% | Added |
| LMCG Investments, LLC | 259,466 | $75.1M | 4.02% | −4,788−1.8% | Reduced |
| First Horizon Corp | 257,870 | $74.6M | 2.87% | −15,511−5.7% | Reduced |
| Bouchey Financial Group Ltd | 257,515 | $74.5M | 4.81% | −3,439−1.3% | Reduced |
| Bender Robert & Associates | 257,167 | $74.4M | 15.46% | −4,985−1.9% | Reduced |
| Belpointe Asset Management LLC | 256,991 | $74.4M | 2.43% | −1,577−0.6% | Reduced |
| NBT Bank N A | 256,533 | $74.2M | 4.92% | −14,284−5.3% | Reduced |
| Mindset Wealth Management, LLC | 256,358 | $74.2M | 14.29% | +36,000+16.3% | Added |
| Foster & Motley Inc | 255,657 | $74.0M | 3.40% | +9,631+3.9% | Added |
| Forum Financial Management, LP | 255,361 | $73.9M | 0.95% | −1,712−0.7% | Reduced |
| Beaumont Financial Advisors, LLC | 255,189 | $73.8M | 4.70% | −1,742−0.7% | Reduced |
| Palisade Capital Management LLC | 254,434 | $73.6M | 3.21% | +9,143+3.7% | Added |
| Soltis Investment Advisors LLC | 254,423 | $73.6M | 4.25% | −13,154−4.9% | Reduced |
| Wendell David Associates Inc | 254,154 | $73.5M | 7.77% | +1,805+0.7% | Added |
| Hemenway Trust Co LLC | 253,994 | $73.5M | 5.14% | −1,072−0.4% | Reduced |
| Confluence Wealth Services, Inc. | 253,919 | $73.5M | 2.10% | +87,100+52.2% | Added |
| Philadelphia Trust Co | 253,884 | $73.5M | 4.72% | −1,670−0.7% | Reduced |
| Pine Valley Investments Ltd Liability Co | 253,635 | $73.4M | 3.12% | −4,543−1.8% | Reduced |
| Ar Asset Management Inc | 253,472 | $73.3M | 13.43% | −15,330−5.7% | Reduced |
| Cincinnati Specialty Underwriters Insurance CO | 253,080 | $73.2M | 16.31% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 252,416 | $73.0M | 6.08% | −2,413−0.9% | Reduced |
| Archon Partners LLC | 252,000 | $72.9M | 7.78% | 00.0% | Unchanged |
| Wilkinson Global Asset Management LLC | 251,208 | $72.7M | 5.77% | −73,173−22.6% | Reduced |
| Dillon & Associates Inc | 251,126 | $72.6M | 8.88% | −1,393−0.6% | Reduced |
| Catalyst Funds Management Pty Ltd | 250,522 | $72.5M | 4.07% | +179,593+253.2% | Added |
| Sagespring Wealth Partners, LLC | 249,904 | $72.3M | 1.11% | +12,394+5.2% | Added |
| Newlands Management Operations LLC | 248,975 | $72.0M | 0.43% | 00.0% | Unchanged |
| Caldwell Trust Co | 248,637 | $71.9M | 5.82% | −2,578−1.0% | Reduced |
| Mather Group, LLC. | 248,625 | $71.9M | 0.63% | +44,787+22.0% | Added |
| Waycross Partners, LLC | 248,623 | $71.9M | 6.13% | +3,175+1.3% | Added |
| Manchester Capital Management LLC | 248,602 | $71.9M | 9.36% | +246+0.1% | Added |
| Forbes J M & Co LLP | 248,462 | $71.9M | 5.65% | −500.0% | Reduced |
| Blackhill Capital Inc | 248,200 | $71.8M | 2.98% | 00.0% | Unchanged |
| Crawford Investment Counsel Inc | 247,947 | $71.7M | 1.20% | −3,249−1.3% | Reduced |
| Courier Capital LLC | 247,532 | $71.6M | 3.58% | −4,494−1.8% | Reduced |
| Beacon Investment Advisory Services, Inc. | 247,372 | $71.6M | 2.66% | −7,486−2.9% | Reduced |
| Kepler Cheuvreux (Suisse) SA | 246,433 | $71.3M | 4.08% | +85,937+53.5% | Added |
| Artemis Investment Management LLP | 246,137 | $71.2M | 0.63% | −222,011−47.4% | Reduced |
| BTC Capital Management, Inc. | 245,369 | $71.1M | 4.32% | +5,022+2.1% | Added |
| Venturi Wealth Management, LLC | 245,010 | $70.9M | 2.74% | +10,024+4.3% | Added |
| Catalytic Wealth RIA, LLC | 244,096 | $70.6M | 4.07% | −111,187−31.3% | Reduced |
| Leavell Investment Management, Inc. | 244,014 | $70.6M | 2.58% | +2,711+1.1% | Added |
| CX Institutional | 243,940 | $70.6M | 2.04% | −10,814−4.2% | Reduced |
| City of London Investment Management Co Ltd | 242,951 | $70.3M | 4.23% | +29,400+13.8% | Added |
| Krilogy Financial LLC | 242,373 | $70.1M | 2.07% | −7,119−2.9% | Reduced |
| Aureus Asset Management, LLC | 241,737 | $69.9M | 4.25% | +2,655+1.1% | Added |
| RFG Advisory, LLC | 241,545 | $69.9M | 1.09% | +35,403+17.2% | Added |
| Cardinal Point Capital Management, ULC | 241,074 | $69.8M | 3.95% | +6,429+2.7% | Added |
| Stony Point Capital LLC | 241,031 | $69.7M | 4.56% | +7,752+3.3% | Added |
| Heritage Wealth Advisors | 240,896 | $69.7M | 2.39% | −2,778−1.1% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 240,977 | $69.7M | 3.68% | +23,431+10.8% | Added |
| Cache Advisors, LLC | 240,888 | $69.7M | 5.91% | +7,099+3.0% | Added |
| Nixon Peabody Trust Co | 240,516 | $69.6M | 4.92% | −2,418−1.0% | Reduced |
| KMG Fiduciary Partners, LLC | 240,401 | $69.6M | 6.46% | −45,234−15.8% | Reduced |
| Osterweis Capital Management Inc | 239,818 | $69.4M | 3.27% | +194,242+426.2% | Added |
| Osborne Partners Capital Management, LLC | 239,363 | $69.3M | 3.85% | −43,755−15.5% | Reduced |
| Clare Market Investments LLC | 239,130 | $69.2M | 12.63% | +349+0.1% | Added |
| North Star Investment Management Corp. | 239,122 | $69.2M | 3.76% | +4,365+1.9% | Added |
| Syon Capital LLC | 238,989 | $69.2M | 3.02% | +14,545+6.5% | Added |
| Apriem Advisors | 238,452 | $69.0M | 5.97% | +4,142+1.8% | Added |
| Integrated Advisors Network LLC | 238,173 | $68.9M | 3.17% | +39,870+20.1% | Added |
| Greenwood Gearhart Inc | 238,103 | $68.9M | 3.21% | +11,711+5.2% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 236,655 | $68.5M | 2.56% | −2,628−1.1% | Reduced |
| Marble Harbor Investment Counsel, LLC | 236,068 | $68.3M | 6.94% | −2,376−1.0% | Reduced |
| Stillwater Capital Advisors, LLC | 235,679 | $68.2M | 6.95% | −1,813−0.8% | Reduced |
| Trajan Wealth LLC | 234,496 | $67.9M | 2.56% | −26,626−10.2% | Reduced |
| Jacobs & Co | 234,066 | $67.7M | 5.81% | −6,142−2.6% | Reduced |
| Empire Life Investments Inc. | 233,546 | $67.6M | 3.77% | −11,159−4.6% | Reduced |
| Cyndeo Wealth Partners, LLC | 233,368 | $67.5M | 3.18% | +7,550+3.3% | Added |
| JGP Wealth Management, LLC | 232,818 | $67.4M | 6.04% | +1,600+0.7% | Added |
| SFMG, LLC | 232,048 | $67.1M | 4.09% | +121+0.1% | Added |
| Zhang Financial LLC | 229,050 | $66.3M | 1.94% | +2,990+1.3% | Added |