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 |
|---|---|---|---|---|---|
| Ibex Wealth Advisors | 117,710 | $34.1M | 2.67% | +80+0.1% | Added |
| Natural Investments, LLC | 117,657 | $34.0M | 7.48% | +2,030+1.8% | Added |
| James J. Burns & Company, LLC | 117,508 | $34.0M | 3.68% | −319−0.3% | Reduced |
| Aventura Private Wealth, LLC | 117,478 | $34.0M | 10.43% | +418+0.4% | Added |
| Werba Rubin Papier Wealth Management | 117,297 | $33.9M | 4.12% | −2,601−2.2% | Reduced |
| Broderick Brian C | 117,051 | $33.9M | 5.24% | −197−0.2% | Reduced |
| Asset One Wealth Management LLC | 103,362 | $33.9M | 3.57% | +1,391+1.4% | Added |
| Fischer Financial Services, Inc. | 116,876 | $33.8M | 8.50% | +102,760+728.0% | Added |
| First Western Trust Bank | 116,839 | $33.8M | 1.65% | −1,986−1.7% | Reduced |
| Gamco Investors, Inc. Et Al | 116,796 | $33.8M | 0.30% | −4,031−3.3% | Reduced |
| Beck Mack & Oliver LLC | 116,462 | $33.7M | 0.66% | −550.0% | Reduced |
| Wellington Shields & Co., LLC | 116,104 | $33.6M | 7.53% | +6,917+6.3% | Added |
| Zevin Asset Management LLC | 116,067 | $33.6M | 4.71% | −7,326−5.9% | Reduced |
| Legacy Capital Group California, Inc. | 115,979 | $33.6M | 10.12% | −391−0.3% | Reduced |
| XML Financial, LLC | 115,961 | $33.6M | 2.44% | +835+0.7% | Added |
| Jackson Square Capital, LLC | 115,767 | $33.5M | 4.66% | −916−0.8% | Reduced |
| GW&K Investment Management, LLC | 115,761 | $33.5M | 0.26% | −1,408−1.2% | Reduced |
| McGuire Investment Group, LLC | 115,570 | $33.4M | 2.93% | −1,031−0.9% | Reduced |
| Holderness Investments Co | 115,115 | $33.3M | 5.55% | −153−0.1% | Reduced |
| SevenBridge Financial Group, LLC | 106,300 | $33.3M | 4.90% | −2,446−2.2% | Reduced |
| Focused Wealth Management, Inc | 114,902 | $33.2M | 2.94% | +839+0.7% | Added |
| Concentrum Wealth Management | 114,893 | $33.2M | 7.96% | +1,859+1.6% | Added |
| Bellecapital International Ltd. | 114,638 | $33.2M | 5.30% | +2,149+1.9% | Added |
| Westover Capital Advisors, LLC | 114,637 | $33.2M | 5.51% | +1,235+1.1% | Added |
| Brick & Kyle, Associates | 130,619 | $33.1M | 10.94% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 114,542 | $33.1M | 2.93% | −4,833−4.0% | Reduced |
| Linscomb & Williams, Inc. | 114,461 | $33.1M | 1.44% | −16,413−12.5% | Reduced |
| Cornerstone Advisory, LLC | 114,443 | $33.1M | 2.75% | +226+0.2% | Added |
| New Hampshire Trust | 114,427 | $33.1M | 6.25% | −50.0% | Reduced |
| Strategic Blueprint, LLC | 114,143 | $33.0M | 1.65% | −5,671−4.7% | Reduced |
| Fulcrum Asset Management LLP | 117,131 | $33.0M | 3.29% | +117,131 | New |
| Independence Bank of Kentucky | 113,982 | $33.0M | 3.72% | −2,091−1.8% | Reduced |
| Silver Oak Securities, Inc | 113,961 | $33.0M | 2.00% | +1,504+1.3% | Added |
| Allen Capital Group, LLC | 113,847 | $32.9M | 2.70% | +1,166+1.0% | Added |
| NTV Asset Management LLC | 113,774 | $32.9M | 3.23% | −1,260−1.1% | Reduced |
| United Bank | 113,760 | $32.9M | 3.86% | −3,744−3.2% | Reduced |
| Winning Points Advisors, LLC | 159,304 | $32.9M | 43.34% | +1,074+0.7% | Added |
| Sander Capital Advisors Inc | 113,481 | $32.8M | 17.37% | −235−0.2% | Reduced |
| RPS Advisory Solutions LLC | 113,444 | $32.8M | 21.70% | −1,691−1.5% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 113,122 | $32.7M | 7.04% | −1,852−1.6% | Reduced |
| Zuckerman Investment Group, LLC | 113,075 | $32.7M | 2.77% | +12,117+12.0% | Added |
| MEMBERS Trust Co | 112,996 | $32.7M | 1.02% | −903−0.8% | Reduced |
| Oak Associates, Ltd | 112,894 | $32.7M | 1.83% | 00.0% | Unchanged |
| Brookwood Investment Group LLC | 112,765 | $32.6M | 3.79% | +7,184+6.8% | Added |
| Brown Miller Wealth Management, LLC | 112,243 | $32.5M | 8.18% | +1,812+1.6% | Added |
| Connecticut Wealth Management, LLC | 111,984 | $32.4M | 1.20% | −4,006−3.5% | Reduced |
| Abundance Wealth Counselors | 111,893 | $32.4M | 2.10% | +50,029+80.9% | Added |
| Resonant Capital Advisors, LLC | 111,880 | $32.4M | 1.55% | +2,296+2.1% | Added |
| Wall Street Access Asset Management, LLC | 111,733 | $32.3M | 4.59% | +43,659+64.1% | Added |
| Jacobi Capital Management LLC | 111,297 | $32.2M | 1.58% | +320+0.3% | Added |
| Willis Investment Counsel | 111,285 | $32.2M | 1.53% | +2,149+2.0% | Added |
| Nicholas Hoffman & Company, LLC. | 111,231 | $32.2M | 0.68% | −129−0.1% | Reduced |
| Norman Fields, Gottscho Capital Management, LLC | 111,037 | $32.1M | 9.73% | 00.0% | Unchanged |
| Security National Bank | 111,008 | $32.1M | 3.83% | −567−0.5% | Reduced |
| Mitchell Capital Management Co | 110,818 | $32.1M | 4.88% | −1,798−1.6% | Reduced |
| Himalaya Capital Management LLCSuperinvestorHimalaya Capital | 110,600 | $32.0M | 0.86% | 00.0% | Unchanged |
| Canandaigua National Bank & Trust Co | 110,536 | $32.0M | 2.70% | +110,536 | New |
| BSW Wealth Partners | 110,137 | $31.9M | 3.54% | −648−0.6% | Reduced |
| James Investment Research Inc | 110,118 | $31.9M | 3.24% | −4,641−4.0% | Reduced |
| Proem Advisors LLC | 110,000 | $31.8M | 6.54% | −10,000−8.3% | Reduced |
| Tema ETFs LLC | 109,937 | $31.8M | 1.03% | +10,585+10.7% | Added |
| Claret Asset Management Corp | 109,863 | $31.8M | 3.42% | −2,555−2.3% | Reduced |
| Legacy Wealth Management, LLC | 109,796 | $31.8M | 8.16% | +611+0.6% | Added |
| Private Wealth Asset Management, LLC | 109,636 | $31.7M | 3.06% | −3,624−3.2% | Reduced |
| Scott & Selber, Inc. | 109,589 | $31.7M | 6.69% | −300.0% | Reduced |
| Kelly Lawrence W & Associates Inc | 109,367 | $31.6M | 6.76% | −877−0.8% | Reduced |
| Sax Wealth Advisors, LLC | 124,661 | $31.6M | 1.29% | +16,504+15.3% | Added |
| Huntleigh Advisors, Inc. | 109,310 | $31.6M | 4.43% | +3,298+3.1% | Added |
| Atlantic Trust, LLC | 109,097 | $31.6M | 4.13% | +812+0.7% | Added |
| Arjuna Capital | 109,019 | $31.5M | 7.10% | −3,855−3.4% | Reduced |
| Gilliland Jeter Wealth Management LLC | 109,006 | $31.5M | 8.26% | −2,527−2.3% | Reduced |
| Hohimer Wealth Management, LLC | 108,953 | $31.5M | 3.25% | −5,285−4.6% | Reduced |
| Perpetual Ltd | 108,908 | $31.5M | 0.45% | −4,495−4.0% | Reduced |
| Main Street Financial Solutions, LLC | 108,886 | $31.5M | 2.02% | −758−0.7% | Reduced |
| Diversified Enterprises, LLC | 108,809 | $31.5M | 1.52% | +1,397+1.3% | Added |
| Waldron Private Wealth LLC | 108,448 | $31.4M | 1.09% | −1,694−1.5% | Reduced |
| Regent Peak Wealth Advisors LLC | 108,166 | $31.3M | 5.79% | +308+0.3% | Added |
| Decatur Capital Management, Inc. | 107,989 | $31.2M | 10.60% | +50.0% | Added |
| Covington Investment Advisors Inc. | 107,968 | $31.2M | 4.04% | −1,623−1.5% | Reduced |
| Plimoth Trust Co LLC | 107,732 | $31.2M | 6.23% | −55−0.1% | Reduced |
| Guardian Wealth Advisors, LLC | 107,643 | $31.1M | 1.76% | −64−0.1% | Reduced |
| Moody National Bank Trust Division | 107,631 | $31.1M | 2.58% | −3,090−2.8% | Reduced |
| Sierra Capital LLC | 107,270 | $31.0M | 3.00% | −180−0.2% | Reduced |
| Lester Murray Antman dba SimplyRich | 107,218 | $31.0M | 7.26% | −270.0% | Reduced |
| Trustmark National Bank Trust Department | 107,001 | $31.0M | 1.84% | +3,735+3.6% | Added |
| Cypress Asset Management Inc | 106,911 | $30.9M | 6.02% | −1,666−1.5% | Reduced |
| Canvas Wealth Advisors, LLC | 106,892 | $30.9M | 4.31% | +1,372+1.3% | Added |
| Valicenti Advisory Services Inc | 106,885 | $30.9M | 5.84% | −311−0.3% | Reduced |
| Essex Savings Bank | 106,814 | $30.9M | 6.68% | −785−0.7% | Reduced |
| Weil Company, Inc. | 106,724 | $30.9M | 5.44% | +640+0.6% | Added |
| Wealth Enhancement Trust Services, Inc. | 106,634 | $30.9M | 3.43% | −9,789−8.4% | Reduced |
| Sierra Summit Advisors LLC | 106,629 | $30.9M | 3.45% | −4,931−4.4% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 106,571 | $30.8M | 2.88% | −1,487−1.4% | Reduced |
| Gluskin Sheff & Assoc Inc | 106,485 | $30.8M | 4.75% | 00.0% | Unchanged |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 106,345 | $30.8M | 1.52% | +1,585+1.5% | Added |
| Zions Bancorporation, National Association | 106,231 | $30.7M | 1.84% | −3,152−2.9% | Reduced |
| Oxbow Advisors, LLC | 106,008 | $30.7M | 2.49% | +2,403+2.3% | Added |
| Prestige Wealth Management Group LLC | 106,001 | $30.7M | 5.57% | +2,711+2.6% | Added |
| Wilmar Advisors LLC | 106,000 | $30.7M | 22.22% | 00.0% | Unchanged |
| Garde Capital, Inc. | 105,802 | $30.6M | 1.37% | +469+0.4% | Added |