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; 6,150 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
- +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
- 2,956 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 |
|---|---|---|---|---|---|
| Woodstock Corp | 165,921 | $48.0M | 3.99% | −1,565−0.9% | Reduced |
| Grove Bank & Trust | 165,787 | $48.0M | 4.76% | +4,234+2.6% | Added |
| Unio Capital LLC | 165,778 | $48.0M | 9.12% | −2,430−1.4% | Reduced |
| Ascent Wealth Partners, LLC | 165,586 | $47.9M | 4.79% | +8,736+5.6% | Added |
| Edge Wealth Management LLC | 165,348 | $47.8M | 8.06% | −367−0.2% | Reduced |
| Douglas Lane & Associates, LLC | 165,274 | $47.8M | 0.65% | +2,772+1.7% | Added |
| MONECO Advisors, LLC | 165,022 | $47.8M | 2.92% | +31,230+23.3% | Added |
| Barr E S & Co | 164,751 | $47.7M | 2.67% | −525−0.3% | Reduced |
| Thompson Siegel & Walmsley LLC | 164,449 | $47.6M | 0.86% | −2,940−1.8% | Reduced |
| Advisor OS, LLC | 164,263 | $47.5M | 3.17% | −4,574−2.7% | Reduced |
| BetterWealth, LLC | 164,003 | $47.5M | 8.40% | −11,209−6.4% | Reduced |
| Baker Chad R | 163,883 | $47.4M | 7.65% | −10,000−5.8% | Reduced |
| Continuum Advisory, LLC | 163,706 | $47.4M | 3.83% | −661−0.4% | Reduced |
| Oxford Financial Group Ltd | 163,489 | $47.3M | 2.40% | −2,086−1.3% | Reduced |
| Trust Asset Management LLC | 163,144 | $47.2M | 2.94% | −4,448−2.7% | Reduced |
| Cooper Financial Group | 162,755 | $47.1M | 3.91% | +3,445+2.2% | Added |
| Csenge Advisory Group | 162,699 | $47.1M | 1.91% | +4,295+2.7% | Added |
| Cypress Wealth Services, LLC | 162,581 | $47.0M | 5.79% | −1,970−1.2% | Reduced |
| GHP Investment Advisors, Inc. | 162,262 | $47.0M | 1.73% | −360.0% | Reduced |
| Bridgeway Capital Management, LLC | 162,252 | $46.9M | 0.83% | +2,504+1.6% | Added |
| Knuff & Co LLC | 161,771 | $46.8M | 11.85% | +4,282+2.7% | Added |
| Cumberland Partners Ltd | 161,477 | $46.7M | 3.02% | −1,114−0.7% | Reduced |
| Retirement Planning Group | 161,007 | $46.6M | 1.18% | −452−0.3% | Reduced |
| Octavia Wealth Advisors, LLC | 160,145 | $46.3M | 4.00% | −10,016−5.9% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 159,817 | $46.2M | 2.48% | −6,075−3.7% | Reduced |
| Purpose Unlimited Inc. | 159,332 | $46.2M | 1.76% | −5,904−3.6% | Reduced |
| Evolve Private Wealth, LLC | 159,436 | $46.1M | 2.82% | −140,411−46.8% | Reduced |
| Bank of Hawaii | 159,380 | $46.1M | 2.27% | −4,089−2.5% | Reduced |
| Trust Co of Virginia | 159,199 | $46.1M | 3.49% | −514−0.3% | Reduced |
| Traphagen Investment Advisors LLC | 159,148 | $46.1M | 3.29% | +17,734+12.5% | Added |
| RMR Wealth Builders | 158,266 | $45.8M | 2.84% | +4,195+2.7% | Added |
| Zullo Investment Group, Inc. | 157,905 | $45.7M | 15.59% | −1,695−1.1% | Reduced |
| Miller Wealth Advisors, LLC | 157,683 | $45.6M | 19.28% | −1,765−1.1% | Reduced |
| Premier Path Wealth Partners, LLC | 156,948 | $45.4M | 5.22% | +3,736+2.4% | Added |
| Wealth Management Associates, Inc. | 156,777 | $45.4M | 12.52% | +96,459+159.9% | Added |
| Checchi Capital Advisers, LLC | 156,650 | $45.3M | 2.88% | −1,331−0.8% | Reduced |
| GenTrust, LLC | 156,565 | $45.3M | 1.74% | −23,217−12.9% | Reduced |
| NatWest Group plc | 156,510 | $45.3M | 8.08% | +17,829+12.9% | Added |
| Formidable Asset Management, LLC | 178,292 | $45.2M | 7.21% | −2,210−1.2% | Reduced |
| Teamwork Financial Advisors, LLC | 156,029 | $45.1M | 4.21% | +2,978+1.9% | Added |
| Financial Advisory Service, Inc. | 156,028 | $45.1M | 2.35% | +2,141+1.4% | Added |
| Taikang Asset Management (Hong Kong) Co Ltd | 156,000 | $45.1M | 4.11% | 00.0% | Unchanged |
| Cove Private Wealth, LLC | 155,632 | $45.0M | 8.70% | +20,923+15.5% | Added |
| Red Door Wealth Management, LLC | 155,184 | $44.9M | 4.10% | −5,385−3.4% | Reduced |
| Oakworth Capital, Inc. | 154,156 | $44.8M | 2.13% | −966−0.6% | Reduced |
| Lake Street Financial LLC | 154,772 | $44.8M | 5.12% | −3,396−2.1% | Reduced |
| Goelzer Investment Management, Inc. | 154,703 | $44.8M | 1.95% | −7,254−4.5% | Reduced |
| Strategic Wealth Partners, Ltd. | 154,485 | $44.7M | 2.77% | +5,603+3.8% | Added |
| Sittner & Nelson, LLC | 154,183 | $44.6M | 14.04% | −188−0.1% | Reduced |
| Buckley Wealth Management, LLC | 153,840 | $44.5M | 11.01% | −1,478−1.0% | Reduced |
| Riversedge Advisors, LLC | 153,766 | $44.5M | 5.91% | +61,236+66.2% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 153,765 | $44.5M | 3.64% | −967−0.6% | Reduced |
| Winthrop Advisory Group LLC | 153,589 | $44.4M | 2.99% | −625−0.4% | Reduced |
| Benin Management CORP | 153,416 | $44.4M | 8.99% | −296−0.2% | Reduced |
| Wealth Architects, LLC | 153,166 | $44.3M | 3.50% | −948−0.6% | Reduced |
| Granite Bay Wealth Management, LLC | 153,136 | $44.3M | 4.08% | +112,688+278.6% | Added |
| Segment Wealth Management, LLC | 152,914 | $44.2M | 2.30% | +1,122+0.7% | Added |
| Parcion Private Wealth LLC | 152,759 | $44.2M | 2.45% | +2,761+1.8% | Added |
| Westchester Capital Management, Inc. | 152,601 | $44.2M | 7.95% | −4,091−2.6% | Reduced |
| Berger Financial Group, Inc | 152,260 | $44.1M | 2.25% | −3,985−2.6% | Reduced |
| Citizens National Bank Trust Department | 152,183 | $44.0M | 6.48% | −766−0.5% | Reduced |
| Matrix Asset Advisors Inc | 152,173 | $44.0M | 3.58% | −1,098−0.7% | Reduced |
| Hardman Johnston Global Advisors LLC | 151,706 | $43.9M | 1.54% | −2,130−1.4% | Reduced |
| Godsey & Gibb Associates | 151,701 | $43.9M | 3.60% | −5,448−3.5% | Reduced |
| Facet Wealth, Inc. | 151,666 | $43.9M | 0.63% | +9,275+6.5% | Added |
| Terril Brothers, Inc. | 151,666 | $43.9M | 11.32% | 00.0% | Unchanged |
| Foster Group, Inc. | 151,508 | $43.8M | 1.17% | +1,448+1.0% | Added |
| Kavar Capital Partners Group, LLC | 151,324 | $43.8M | 5.40% | −209−0.1% | Reduced |
| Ronald Blue Trust, Inc. | 151,098 | $43.7M | 0.46% | −19,237−11.3% | Reduced |
| Platform Technology Partners | 150,937 | $43.7M | 7.15% | +473+0.3% | Added |
| Winslow Asset Management Inc | 150,640 | $43.6M | 7.58% | −5,103−3.3% | Reduced |
| First Long Island Investors, LLC | 150,353 | $43.5M | 3.08% | +36,111+31.6% | Added |
| Bennett Selby Investments LP | 150,285 | $43.5M | 13.90% | +111+0.1% | Added |
| Clarity Financial LLC | 150,242 | $43.5M | 3.72% | +39,502+35.7% | Added |
| TradeWell Securities, LLC. | 150,071 | $43.4M | 15.50% | −3,276−2.1% | Reduced |
| Greenwich Wealth Management LLC | 150,066 | $43.4M | 1.58% | −4,172−2.7% | Reduced |
| Sawgrass Asset Management LLC | 149,990 | $43.4M | 5.73% | −3,750−2.4% | Reduced |
| Legacy Advisors, LLC | 149,777 | $43.3M | 4.05% | +27,782+22.8% | Added |
| Northstar Group, Inc. | 149,674 | $43.3M | 5.57% | −389−0.3% | Reduced |
| Ramsay, Stattman, Vela & Price, Inc. | 149,094 | $43.1M | 7.67% | −1,992−1.3% | Reduced |
| Lazari Capital Management, Inc. | 149,017 | $43.1M | 13.28% | −1,553−1.0% | Reduced |
| Schmidt P J Investment Management Inc | 148,983 | $43.1M | 6.70% | −2,246−1.5% | Reduced |
| MayTech Global Investments, LLC | 148,882 | $43.1M | 4.79% | −7,292−4.7% | Reduced |
| Staley Capital Advisers Inc | 148,861 | $43.1M | 1.68% | +98+0.1% | Added |
| Leonteq Securities AG | 148,757 | $43.0M | 2.58% | −48,680−24.7% | Reduced |
| Ironwood Financial, llc | 135,616 | $43.0M | 6.74% | −14,982−9.9% | Reduced |
| Cozad Asset Management Inc | 148,659 | $43.0M | 2.78% | −1,029−0.7% | Reduced |
| West Branch Capital LLC | 148,498 | $43.0M | 9.99% | −2,957−2.0% | Reduced |
| PFG Advisors | 148,464 | $43.0M | 2.17% | −12,808−7.9% | Reduced |
| Harbor Advisors LLC | 148,400 | $42.9M | 5.40% | 00.0% | Unchanged |
| Campbell Capital Management Inc | 148,051 | $42.8M | 15.37% | −889−0.6% | Reduced |
| Waters Parkerson & Co., LLC | 147,813 | $42.8M | 2.11% | −6,278−4.1% | Reduced |
| WP Advisors, LLC | 147,791 | $42.8M | 10.35% | −6,907−4.5% | Reduced |
| Schnieders Capital Management, LLC. | 147,775 | $42.8M | 5.61% | +13,107+9.7% | Added |
| Advisory Alpha, LLC | 147,592 | $42.7M | 1.05% | +2,175+1.5% | Added |
| Quent Capital, LLC | 147,594 | $42.7M | 2.62% | +2,465+1.7% | Added |
| HighPoint Advisor Group LLC | 147,139 | $42.6M | 1.50% | +2,333+1.6% | Added |
| King Wealth | 147,101 | $42.6M | 4.66% | −1,728−1.2% | Reduced |
| Personal Cfo Solutions, LLC | 147,071 | $42.6M | 6.15% | +9,454+6.9% | Added |
| Capital Performance Advisors LLP | 146,799 | $42.5M | 2.74% | −52,415−26.3% | Reduced |