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 |
|---|---|---|---|---|---|
| Olistico Wealth, LLC | 60,934 | $17.6M | 7.54% | +70.0% | Added |
| Alpha Family Trust | 60,770 | $17.6M | 7.07% | 00.0% | Unchanged |
| Abacus Wealth Partners, LLC | 60,763 | $17.6M | 1.85% | −14,475−19.2% | Reduced |
| Wealth Dimensions Group, Ltd. | 60,690 | $17.6M | 3.15% | −2,563−4.1% | Reduced |
| JT Stratford LLC | 60,579 | $17.5M | 1.92% | +2,654+4.6% | Added |
| Lavaca Capital LLC | 60,576 | $17.5M | 1.83% | +12,451+25.9% | Added |
| Green Harvest Asset Management LLC | 60,329 | $17.5M | 0.22% | −2,405−3.8% | Reduced |
| Pacifica Partners Inc. | 56,542 | $17.4M | 5.26% | −816−1.4% | Reduced |
| Bank Ozk | 60,117 | $17.4M | 5.17% | +924+1.6% | Added |
| FF Advisors,LLC | 60,060 | $17.4M | 6.51% | +38+0.1% | Added |
| Delta Investment Management, LLC | 60,014 | $17.4M | 2.86% | +633+1.1% | Added |
| Paragon Private Wealth Management, LLC | 59,987 | $17.4M | 4.53% | −141−0.2% | Reduced |
| First Business Financial Services, Inc. | 59,954 | $17.3M | 1.35% | +485+0.8% | Added |
| Soundwatch Capital LLC | 59,868 | $17.3M | 1.92% | −549−0.9% | Reduced |
| ORBA Wealth Advisors, L.L.C. | 59,796 | $17.3M | 14.79% | +34,630+137.6% | Added |
| Umpqua Bank | 59,743 | $17.3M | 3.88% | +2,249+3.9% | Added |
| Secure Asset Management, LLC | 59,722 | $17.3M | 2.43% | −1,318−2.2% | Reduced |
| Duncan Williams Asset Management, LLC | 59,689 | $17.3M | 3.89% | +1,918+3.3% | Added |
| Miramar Capital, LLC | 59,685 | $17.3M | 3.80% | +7,013+13.3% | Added |
| United Capital Management of KS, Inc. | 59,638 | $17.3M | 2.26% | −1,552−2.5% | Reduced |
| Advocacy Wealth Management Services, LLC | 59,497 | $17.2M | 0.63% | +968+1.7% | Added |
| Silverlake Wealth Management LLC | 59,491 | $17.2M | 3.29% | −273−0.5% | Reduced |
| Atlas Legacy Advisors, LLC | 61,151 | $17.2M | 2.55% | +12,356+25.3% | Added |
| Hamel Associates, Inc. | 59,477 | $17.2M | 4.74% | −3,072−4.9% | Reduced |
| LJI Wealth Management, LLC | 59,378 | $17.2M | 2.41% | −507−0.8% | Reduced |
| Range Advisory, LLC | 59,364 | $17.2M | 2.05% | +16,353+38.0% | Added |
| Highview Capital Management LLC | 59,240 | $17.1M | 4.93% | +336+0.6% | Added |
| Hendley & Co Inc | 59,207 | $17.1M | 6.06% | +1,259+2.2% | Added |
| Sterling Investment Counsel, LLC | 59,160 | $17.1M | 4.03% | −1,471−2.4% | Reduced |
| NovaPoint Capital, LLC | 59,151 | $17.1M | 3.56% | −524−0.9% | Reduced |
| Daybright Advisory Services, Inc. | 55,405 | $17.1M | 4.09% | −304−0.5% | Reduced |
| VCI Wealth Management LLC | 59,098 | $17.1M | 4.29% | +1,743+3.0% | Added |
| Slagle Financial, LLC | 59,079 | $17.1M | 5.12% | +2,481+4.4% | Added |
| Basecamp Wealth Advisors LLC | 59,064 | $17.1M | 3.18% | +152+0.3% | Added |
| Wright Investors Service Inc | 59,061 | $17.1M | 4.67% | −329−0.6% | Reduced |
| Spring Capital Management, LLC | 59,054 | $17.1M | 8.32% | −1,011−1.7% | Reduced |
| Meitav Dash Investments Ltd | 59,091 | $17.1M | 0.11% | −22,920−27.9% | Reduced |
| SmartHarvest Portfolios, LLC | 59,004 | $17.1M | 5.52% | +5,101+9.5% | Added |
| Delaney Dennis R | 58,987 | $17.1M | 5.44% | −5,215−8.1% | Reduced |
| LDIC Inc. | 58,934 | $17.1M | 10.68% | +58,934 | New |
| Bradley & Co. Private Wealth Management, LLC | 58,916 | $17.0M | 8.12% | +385+0.7% | Added |
| Waterfront Wealth Inc. | 53,949 | $17.0M | 2.64% | +2,682+5.2% | Added |
| Westco Advisory Services Inc | 58,715 | $17.0M | 10.25% | −1,505−2.5% | Reduced |
| Stonebridge Capital Management Inc | 58,694 | $17.0M | 8.18% | −12,044−17.0% | Reduced |
| Vicus Capital | 58,627 | $17.0M | 1.10% | −996−1.7% | Reduced |
| united american securities inc. (d/b/a uas asset management) | 58,513 | $16.9M | 3.65% | −13,032−18.2% | Reduced |
| Options Solutions, LLC | 58,472 | $16.9M | 12.00% | −16,811−22.3% | Reduced |
| Pekin Hardy Strauss, Inc. | 58,427 | $16.9M | 1.49% | −556−0.9% | Reduced |
| Monarch Capital Management Inc | 58,407 | $16.9M | 3.87% | −1,403−2.3% | Reduced |
| TriCert Investment Counsel Inc. | 58,366 | $16.9M | 1.57% | +58,366 | New |
| Tulsa Wealth Advisors, INC | 58,325 | $16.9M | 2.38% | +4,626+8.6% | Added |
| Parkside Investments, LLC | 58,272 | $16.9M | 1.87% | −11,086−16.0% | Reduced |
| Excalibur Management Corp | 58,236 | $16.9M | 5.55% | −369−0.6% | Reduced |
| Stolper Co | 58,187 | $16.8M | 4.35% | +656+1.1% | Added |
| CFC Planning Co LLC | 58,176 | $16.8M | 9.95% | +6,839+13.3% | Added |
| Dudley Capital Management, LLC | 58,173 | $16.8M | 6.73% | −264−0.5% | Reduced |
| Capital Advisors Wealth Management, LLC | 58,173 | $16.8M | 1.98% | −202−0.3% | Reduced |
| Thrive Wealth Management, LLC | 58,074 | $16.8M | 2.16% | +1,104+1.9% | Added |
| Harrington Investments, INC | 58,060 | $16.8M | 8.14% | −1,741−2.9% | Reduced |
| Roof Eidam & Maycock | 58,015 | $16.8M | 3.31% | +90.0% | Added |
| TCFG Investment Advisors, LLC | 57,894 | $16.8M | 5.64% | −1,070−1.8% | Reduced |
| TSFG, LLC | 57,819 | $16.7M | 2.11% | +504+0.9% | Added |
| Alta Advisers Ltd | 57,768 | $16.7M | 3.79% | 00.0% | Unchanged |
| Morton Capital Management LLC | 57,763 | $16.7M | 2.29% | −85−0.1% | Reduced |
| City State Bank | 57,703 | $16.7M | 3.83% | −907−1.5% | Reduced |
| Madison Wealth Partners, Inc | 57,702 | $16.7M | 2.12% | +3,832+7.1% | Added |
| RWM Asset Management, LLC | 54,016 | $16.7M | 2.35% | −30,621−36.2% | Reduced |
| Hodges Capital Management Inc. | 57,614 | $16.7M | 1.10% | +1,895+3.4% | Added |
| Sanders Morris Harris LLC | 57,601 | $16.7M | 9.67% | −76,558−57.1% | Reduced |
| Proactive Wealth Strategies LLC | 57,593 | $16.7M | 2.67% | +6,962+13.8% | Added |
| NWK Group, Inc. | 57,600 | $16.7M | 5.14% | +34+0.1% | Added |
| Orca Wealth Management, LLC | 57,540 | $16.6M | 9.99% | −1,301−2.2% | Reduced |
| Crusonia Wealth Advisors LLC | 57,461 | $16.6M | 2.73% | +5,001+9.5% | Added |
| Flatrock Wealth Partners LLC | 57,381 | $16.6M | 6.52% | −853−1.5% | Reduced |
| Consolidated Capital Management, LLC | 57,381 | $16.6M | 4.43% | +47+0.1% | Added |
| RPg Family Wealth Advisory, LLC | 57,280 | $16.6M | 2.76% | +13,206+30.0% | Added |
| Financial Enhancement Group LLC | 57,272 | $16.6M | 1.98% | +81+0.1% | Added |
| West Wealth Group, LLC | 57,166 | $16.5M | 2.71% | +1,392+2.5% | Added |
| Bell Bank | 57,147 | $16.5M | 0.63% | +2,035+3.7% | Added |
| Humankind Investments LLC | 56,800 | $16.4M | 7.86% | 00.0% | Unchanged |
| Seeds Investor LLC | 56,790 | $16.4M | 1.69% | +7,197+14.5% | Added |
| Chronos Wealth Management, LLC | 56,782 | $16.4M | 7.29% | −1,140−2.0% | Reduced |
| Mechanics Financial Corp | 56,743 | $16.4M | 5.87% | −189−0.3% | Reduced |
| Koa Wealth Management, LLC | 56,710 | $16.4M | 11.16% | −240.0% | Reduced |
| Tiemann Investment Advisors, LLC | 56,659 | $16.4M | 5.94% | −2,554−4.3% | Reduced |
| Armstrong Henry H Associates Inc | 56,648 | $16.4M | 1.59% | −1,753−3.0% | Reduced |
| Sculati Wealth Management, LLC | 49,099 | $16.4M | 5.46% | −350−0.7% | Reduced |
| Alkeon Capital Management LLC | 56,627 | $16.4M | 0.06% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 56,621 | $16.4M | 0.84% | −4,385−7.2% | Reduced |
| Concentric Capital Strategies, LP | 56,565 | $16.4M | 1.01% | −32,286−36.3% | Reduced |
| Kaizen Financial Strategies | 55,579 | $16.4M | 6.46% | −2,005−3.5% | Reduced |
| Blodgett Wealth Advisors, LLC | 56,523 | $16.4M | 10.96% | −564−1.0% | Reduced |
| Davidson Trust Co | 56,498 | $16.3M | 6.38% | −418−0.7% | Reduced |
| Newman Dignan & Sheerar, Inc. | 56,497 | $16.3M | 3.13% | −846−1.5% | Reduced |
| Portside Wealth Group, LLC | 56,306 | $16.3M | 1.90% | +2,860+5.4% | Added |
| Glen Eagle Advisors, LLC | 56,302 | $16.3M | 2.05% | +1,508+2.8% | Added |
| Lincoln Capital LLC | 56,302 | $16.3M | 2.90% | +267+0.5% | Added |
| American Trust | 56,242 | $16.3M | 1.25% | +148+0.3% | Added |
| Wimmer Associates 1, LLC | 56,240 | $16.3M | 7.36% | +361+0.6% | Added |
| Wills Financial Group LLC | 56,193 | $16.3M | 5.92% | −80.0% | Reduced |