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 |
|---|---|---|---|---|---|
| Victory Financial Group, LLC | 56,147 | $16.2M | 1.71% | −1,378−2.4% | Reduced |
| Strengthening Families & Communities, LLC | 56,117 | $16.2M | 3.61% | +739+1.3% | Added |
| Mount Vernon Associates Inc | 56,059 | $16.2M | 10.57% | −2,270−3.9% | Reduced |
| Chemung Canal Trust Co | 56,053 | $16.2M | 3.00% | +141+0.3% | Added |
| Bright Rock Capital Management, LLC | 56,000 | $16.2M | 3.25% | 00.0% | Unchanged |
| Sentinus, LLC | 55,993 | $16.2M | 1.29% | +4,695+9.2% | Added |
| Capital Management Associates, Inc | 55,983 | $16.2M | 3.26% | +1,234+2.3% | Added |
| Quad-Cities Investment Group, LLC | 55,926 | $16.2M | 5.82% | −859−1.5% | Reduced |
| Compass Capital Management, Inc | 55,900 | $16.2M | 0.98% | +255+0.5% | Added |
| S.E.E.D. Planning Group LLC | 55,894 | $16.2M | 4.27% | −7,773−12.2% | Reduced |
| Financial Advisors Network, Inc. | 55,888 | $16.2M | 1.98% | +1,498+2.8% | Added |
| Gables Capital Management Inc. | 55,865 | $16.2M | 5.84% | +480+0.9% | Added |
| Global Financial Private Client, LLC | 55,861 | $16.2M | 4.38% | +2,052+3.8% | Added |
| Myriad Asset Management Advisors LLC | 55,818 | $16.2M | 3.81% | +55,818 | New |
| Hall Laurie J Trustee | 55,753 | $16.1M | 5.02% | −155−0.3% | Reduced |
| IFC Advisors LLC | 55,730 | $16.1M | 2.05% | −1,995−3.5% | Reduced |
| Baugh & Associates, LLC | 55,672 | $16.1M | 7.13% | −6,107−9.9% | Reduced |
| Satovsky Asset Management LLC | 55,517 | $16.1M | 2.56% | +2,056+3.8% | Added |
| Inspirion Wealth Advisors, LLC | 54,564 | $16.1M | 1.84% | −763−1.4% | Reduced |
| Lewis Asset Management, LLC | 55,429 | $16.0M | 5.62% | +85+0.2% | Added |
| Solstein Capital, LLC | 55,347 | $16.0M | 5.48% | −4,993−8.3% | Reduced |
| Purus Wealth Management, LLC | 55,334 | $16.0M | 4.41% | +48+0.1% | Added |
| Abbot Financial Management, Inc. | 55,294 | $16.0M | 5.88% | +185+0.3% | Added |
| O'Brien Greene & Co. Inc | 55,288 | $16.0M | 4.41% | −70.0% | Reduced |
| Asio Capital, LLC | 55,266 | $16.0M | 2.05% | −2,934−5.0% | Reduced |
| Redhawk Wealth Advisors, Inc. | 55,245 | $16.0M | 1.57% | +217+0.4% | Added |
| Gemmer Asset Management LLC | 55,214 | $16.0M | 1.08% | +304+0.6% | Added |
| Seamount Financial Group Inc | 55,203 | $16.0M | 6.44% | −592−1.1% | Reduced |
| Leeward Financial Partners, LLC | 55,191 | $16.0M | 4.19% | −533−1.0% | Reduced |
| Redwood Investment Management, LLC | 55,173 | $16.0M | 1.58% | +1,180+2.2% | Added |
| Resurgent Financial Advisors LLC | 55,146 | $16.0M | 4.46% | +11,163+25.4% | Added |
| Baron Wealth Management LLC | 55,142 | $16.0M | 4.14% | −1,708−3.0% | Reduced |
| Beacon Capital Management, LLC | 55,120 | $15.9M | 2.34% | −722−1.3% | Reduced |
| Strategy Asset Managers LLC | 55,075 | $15.9M | 2.38% | −930−1.7% | Reduced |
| Navigation Group, LLC | 55,070 | $15.9M | 3.10% | −2,109−3.7% | Reduced |
| Lummis Asset Management, LP | 51,505 | $15.9M | 9.53% | −992−1.9% | Reduced |
| Decker Wealth Management LLC | 54,982 | $15.9M | 3.38% | +1,848+3.5% | Added |
| IVC Wealth Advisors LLC | 54,919 | $15.9M | 6.20% | −954−1.7% | Reduced |
| Timber Creek Capital Management LLC | 54,818 | $15.9M | 3.24% | +467+0.9% | Added |
| Connable Office Inc | 54,814 | $15.9M | 1.40% | +2,479+4.7% | Added |
| WealthBridge Capital Management, LLC | 54,692 | $15.8M | 3.15% | +3,957+7.8% | Added |
| EPG Wealth Management LLC | 54,655 | $15.8M | 3.79% | +811+1.5% | Added |
| Roehl & Yi Investment Advisors, LLC | 294,999 | $15.8M | 5.19% | −566−0.2% | Reduced |
| Carroll Investors, Inc | 54,556 | $15.8M | 6.73% | −1,624−2.9% | Reduced |
| Cadent Capital Advisors, LLC | 54,442 | $15.8M | 3.27% | −33−0.1% | Reduced |
| Castle Rock Wealth Management, LLC | 53,494 | $15.7M | 3.09% | −396−0.7% | Reduced |
| Reuter James Wealth Management, LLC | 54,373 | $15.7M | 2.07% | −245−0.4% | Reduced |
| PW Nova Financial Services LLC | 54,342 | $15.7M | 3.37% | −416−0.8% | Reduced |
| Marathon Trading Investment Management LLC | 54,342 | $15.7M | 1.79% | +53,219+4,739.0% | Added |
| Invesco, LLC | 54,300 | $15.7M | 4.86% | −265−0.5% | Reduced |
| Charles Schwab Trust Co | 54,258 | $15.7M | 0.88% | +2,642+5.1% | Added |
| Acumen Wealth Advisors, LLC | 54,217 | $15.7M | 3.33% | +3,374+6.6% | Added |
| Signature Wealth Management Partners, LLC | 54,214 | $15.7M | 7.31% | +553+1.0% | Added |
| Ardent Capital Management, Inc. | 54,178 | $15.7M | 6.52% | −415−0.8% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 54,160 | $15.7M | 0.75% | −186−0.3% | Reduced |
| FCG Investment Co | 54,152 | $15.7M | 5.42% | +7,055+15.0% | Added |
| Central Valley Advisors, LLC | 54,148 | $15.7M | 4.02% | −3,389−5.9% | Reduced |
| Ameriflex Group, Inc. | 54,111 | $15.7M | 6.40% | +1,343+2.5% | Added |
| Parisi Gray Wealth Management | 54,091 | $15.7M | 3.21% | −810−1.5% | Reduced |
| Graybill Bartz & Assoc Ltd | 54,059 | $15.6M | 4.21% | −1,181−2.1% | Reduced |
| Princeton Global Asset Management LLC | 54,021 | $15.6M | 2.24% | −337−0.6% | Reduced |
| Promethium Advisors,llc | 53,989 | $15.6M | 7.50% | −100−0.2% | Reduced |
| WFA of San Diego, LLC | 51,167 | $15.6M | 12.79% | −2,808−5.2% | Reduced |
| Vanguard Capital Wealth Advisors | 53,924 | $15.6M | 10.57% | −1,931−3.5% | Reduced |
| Old Second National Bank of Aurora | 53,905 | $15.6M | 2.94% | −1,937−3.5% | Reduced |
| Cherokee Insurance Co | 53,900 | $15.6M | 6.02% | 00.0% | Unchanged |
| Sagewood Asset Management LP | 53,792 | $15.6M | 3.52% | +6,213+13.1% | Added |
| Somerset Trust Co | 53,771 | $15.6M | 4.40% | −147−0.3% | Reduced |
| Painted Porch Advisors LLC | 53,742 | $15.6M | 6.80% | −95−0.2% | Reduced |
| Canopy Partners, LLC | 53,655 | $15.5M | 4.67% | −91−0.2% | Reduced |
| Bellevue Asset Management, LLC | 53,609 | $15.5M | 7.16% | −429−0.8% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 53,601 | $15.5M | 4.30% | 00.0% | Unchanged |
| Analyst IMS Investment Management Services Ltd. | 53,600 | $15.5M | 0.36% | +8,696+19.4% | Added |
| Fortitude Family Office, LLC | 53,549 | $15.5M | 3.02% | −124−0.2% | Reduced |
| DeDora Capital, Inc. | 53,531 | $15.5M | 3.37% | −890−1.6% | Reduced |
| Citizens & Northern Corp | 53,521 | $15.5M | 3.54% | −93−0.2% | Reduced |
| Matthew 25 Management Corp | 53,500 | $15.5M | 4.48% | −1,500−2.7% | Reduced |
| Lebenthal Global Advisors, LLC | 53,428 | $15.5M | 2.09% | +849+1.6% | Added |
| Sonata Capital Group Inc | 53,424 | $15.5M | 4.99% | +20.0% | Added |
| Lafayette Investments, Inc. | 53,412 | $15.5M | 2.85% | −4,332−7.5% | Reduced |
| Manchester Financial Inc | 53,337 | $15.4M | 2.75% | −1,718−3.1% | Reduced |
| Rock Point Advisors, LLC | 53,323 | $15.4M | 3.77% | −252−0.5% | Reduced |
| Cary Street Partner Investment Advisory LLC | 53,288 | $15.4M | 3.12% | +3,832+7.7% | Added |
| Evernest Financial Advisors, LLC | 53,254 | $15.4M | 3.22% | −81,868−60.6% | Reduced |
| Ewa, LLC | 53,244 | $15.4M | 2.81% | +1,369+2.6% | Added |
| Richards, Merrill & Peterson, Inc. | 53,074 | $15.4M | 4.87% | +4,819+10.0% | Added |
| Atmos Capital Gestao de Recursos Ltda. | 52,922 | $15.3M | 1.92% | −520−1.0% | Reduced |
| Cladis Investment Advisory, LLC | 52,922 | $15.3M | 7.16% | −603−1.1% | Reduced |
| St. Nicholas Private Asset Management, Inc | 52,921 | $15.3M | 13.35% | −454−0.9% | Reduced |
| Montchanin Asset Management, LLC | 52,921 | $15.3M | 15.61% | −7,333−12.2% | Reduced |
| Jupiter Wealth Management LLC | 52,882 | $15.3M | 6.12% | +318+0.6% | Added |
| Fourth Dimension Wealth, LLC | 52,823 | $15.3M | 4.83% | −1,160−2.1% | Reduced |
| Syntegra Private Wealth Group, LLC | 52,784 | $15.3M | 1.18% | +456+0.9% | Added |
| Ellsworth Advisors, LLC | 46,635 | $15.3M | 2.51% | −1,488−3.1% | Reduced |
| Alhambra Investment Partners LLC | 52,737 | $15.3M | 6.66% | −375−0.7% | Reduced |
| Peninsula Asset Management Inc | 52,696 | $15.2M | 7.30% | +90+0.2% | Added |
| Millstone Evans Group, LLC | 52,690 | $15.2M | 8.25% | −4,092−7.2% | Reduced |
| Sovereign Financial Group, Inc. | 52,627 | $15.2M | 2.33% | −157−0.3% | Reduced |
| Revisor Wealth Management LLC | 52,626 | $15.2M | 3.66% | +134+0.3% | Added |
| Northwest Bancshares, Inc. | 52,554 | $15.2M | 2.74% | −859−1.6% | Reduced |