Apple Inc. (AAPL) — Institutional Holders, Q2 2026 (page 33)
6,153 institutional investment managers reported a AAPL position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $2790.5B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 3,201 to 3,300. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
AAPL 13F holders ranked 3,201–3,300 of 6,153
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 3201 | CAPITAL & PLANNING#3201 · 29,050 sh | 29,050 | $8.4M | 4.34% | +9.5% |
| 3202 | NorthStar Asset Management#3202 · 29,044 sh | 29,044 | $8.4M | 3.42% | -0.8% |
| 3203 | Plotkin Financial Advisors#3203 · 29,022 sh | 29,022 | $8.4M | 3.48% | +0.2% |
| 3204 | Nautilus Advisors#3204 · 26,627 sh | 26,627 | $8.4M | 4.95% | 0.0% |
| 3205 | BlackDiamond Wealth Management#3205 · 27,222 sh | 27,222 | $8.4M | 3.37% | 0.0% |
| 3206 | BLUE BELL PRIVATE WEALTH MANAGEMENT#3206 · 28,994 sh | 28,994 | $8.4M | 1.05% | -0.3% |
| 3207 | Etesian Wealth Advisors#3207 · 28,992 sh | 28,992 | $8.4M | 2.48% | -3.7% |
| 3208 | Ducere Wealth Management#3208 · 28,966 sh | 28,966 | $8.4M | 2.52% | +46.3% |
| 3209 | OPAL CAPITAL#3209 · 28,896 sh | 28,896 | $8.4M | 1.49% | +21.1% |
| 3210 | Warwick Investment Management#3210 · 28,893 sh | 28,893 | $8.4M | 0.94% | +3.7% |
| 3211 | Cypress Capital#3211 · 28,891 sh | 28,891 | $8.4M | 2.26% | -1.8% |
| 3212 | First County Bank#3212 · 28,849 sh | 28,849 | $8.3M | 3.93% | -0.3% |
| 3213 | Archer Investment#3213 · 28,826 sh | 28,826 | $8.3M | 1.64% | -2.2% |
| 3214 | Park Place Capital#3214 · 28,814 sh | 28,814 | $8.3M | 1.32% | +16.5% |
| 3215 | SYNTAX RESEARCH#3215 · 28,793 sh | 28,793 | $8.3M | 6.09% | 0.0% |
| 3216 | ARBOR WEALTH ADVISORS#3216 · 28,766 sh | 28,766 | $8.3M | 3.36% | -2.8% |
| 3217 | Five Oceans Advisors#3217 · 28,762 sh | 28,762 | $8.3M | 2.67% | -0.5% |
| 3218 | PCA Investment Advisory Services#3218 · 28,754 sh | 28,754 | $8.3M | 2.32% | +1.1% |
| 3219 | Trust Co#3219 · 28,739 sh | 28,739 | $8.3M | 0.75% | -50.3% |
| 3220 | VisionPoint Advisory Group#3220 · 28,714 sh | 28,714 | $8.3M | 1.36% | +11.1% |
| 3221 | Gallagher Capital Advisors#3221 · 28,673 sh | 28,673 | $8.3M | 4.74% | -0.6% |
| 3222 | Tortuga Wealth Management#3222 · 28,653 sh | 28,653 | $8.3M | 6.29% | +0.9% |
| 3223 | Western Pacific Wealth Management#3223 · 28,603 sh | 28,603 | $8.3M | 7.48% | -0.9% |
| 3224 | V2 Financial group#3224 · 28,597 sh | 28,597 | $8.3M | 3.08% | +6.2% |
| 3225 | Aft, Forsyth & Sober#3225 · 32,600 sh | 32,600 | $8.3M | 2.59% | 0.0% |
| 3226 | Worth Financial Advisory Group#3226 · 28,583 sh | 28,583 | $8.3M | 3.45% | +4794.3% |
| 3227 | Comprehensive Financial Planning#3227 · 28,564 sh | 28,564 | $8.3M | 4.41% | -0.1% |
| 3228 | Peck Wealth Management#3228 · 28,532 sh | 28,532 | $8.3M | 6.96% | -2.1% |
| 3229 | LifeSteps Financial#3229 · 28,528 sh | 28,528 | $8.3M | 3.85% | +3.2% |
| 3230 | Redwood Family Wealth#3230 · 28,415 sh | 28,415 | $8.2M | 7.21% | 0.0% |
| 3231 | TOWNSEND ASSET MANAGEMENT /NC#3231 · 28,415 sh | 28,415 | $8.2M | 2.64% | +0.8% |
| 3232 | IKE Capital#3232 · 28,403 sh | 28,403 | $8.2M | 4.32% | -5.7% |
| 3233 | 1 NORTH WEALTH SERVICES#3233 · 28,357 sh | 28,357 | $8.2M | 2.68% | -1.3% |
| 3234 | RICHARDSON FINANCIAL SERVICES#3234 · 28,340 sh | 28,340 | $8.2M | 4.65% | +3.1% |
| 3235 | American Financial Advisors#3235 · 28,289 sh | 28,289 | $8.2M | 0.98% | -4.2% |
| 3236 | Hidden Cove Wealth Management#3236 · 28,281 sh | 28,281 | $8.2M | 4.51% | +7.5% |
| 3237 | KFG WEALTH MANAGEMENT#3237 · 28,267 sh | 28,267 | $8.2M | 0.92% | +13.9% |
| 3238 | Elevation Advisory Partners#3238 · 25,015 sh | 25,015 | $8.2M | 8.36% | -1.4% |
| 3239 | Byrne Asset Management#3239 · 28,225 sh | 28,225 | $8.2M | 4.41% | -4.3% |
| 3240 | Widmann Financial Services#3240 · 28,220 sh | 28,220 | $8.2M | 4.38% | +2.7% |
| 3241 | Exchange Bank#3241 · 28,198 sh | 28,198 | $8.2M | 5.08% | -1.2% |
| 3242 | Hixon Zuercher#3242 · 28,191 sh | 28,191 | $8.2M | 2.39% | -1.4% |
| 3243 | Axiom Investment Management#3243 · 28,190 sh | 28,190 | $8.2M | 5.45% | -3.6% |
| 3244 | NCM Capital Management#3244 · 28,187 sh | 28,187 | $8.2M | 2.51% | +3.7% |
| 3245 | WD RUTHERFORD#3245 · 28,184 sh | 28,184 | $8.2M | 2.95% | -2.5% |
| 3246 | Crew Capital Management, Ltd.#3246 · 28,164 sh | 28,164 | $8.1M | 4.45% | -0.5% |
| 3247 | UPTICK PARTNERS#3247 · 28,148 sh | 28,148 | $8.1M | 1.27% | +9.9% |
| 3248 | Comprehensive Financial Consultants Institutional#3248 · 28,144 sh | 28,144 | $8.1M | 2.15% | -0.7% |
| 3249 | Financial Management Professionals#3249 · 28,077 sh | 28,077 | $8.1M | 0.77% | +9.0% |
| 3250 | ZRC WEALTH MANAGEMENT#3250 · 28,069 sh | 28,069 | $8.1M | 2.43% | -0.2% |
| 3251 | Second Line Capital#3251 · 28,057 sh | 28,057 | $8.1M | 1.51% | +1.2% |
| 3252 | ACTION POINT FINANCIAL PLANNING#3252 · 28,061 sh | 28,061 | $8.1M | 0.82% | +1363.0% |
| 3253 | MITCHELL & PAHL PRIVATE WEALTH#3253 · 28,025 sh | 28,025 | $8.1M | 2.98% | -0.5% |
| 3254 | ICW Investment Advisors#3254 · 28,013 sh | 28,013 | $8.1M | 2.84% | -0.3% |
| 3255 | GILL CAPITAL PARTNERS#3255 · 28,004 sh | 28,004 | $8.1M | 1.07% | +94.0% |
| 3256 | Fire Capital Management#3256 · 27,988 sh | 27,988 | $8.1M | 3.30% | +6.7% |
| 3257 | ANCHOR CAPITAL ADVISORS#3257 · 27,959 sh | 27,959 | $8.1M | 0.23% | -3.2% |
| 3258 | Alliance Wealth Management Group#3258 · 27,914 sh | 27,914 | $8.1M | 1.57% | -1.4% |
| 3259 | Palmer Knight#3259 · 27,891 sh | 27,891 | $8.1M | 3.11% | -2.6% |
| 3260 | Symphony Financial Services#3260 · 27,881 sh | 27,881 | $8.1M | 3.62% | -0.8% |
| 3261 | Accel Wealth Management#3261 · 27,875 sh | 27,875 | $8.1M | 1.82% | -2.0% |
| 3262 | Curran Financial Partners#3262 · 27,833 sh | 27,833 | $8.1M | 1.20% | -0.7% |
| 3263 | Schonfeld Strategic Advisors#3263 · 27,809 sh | 27,809 | $8.0M | 0.03% | -44.0% |
| 3264 | DIXON FNANCIAL SERVICES#3264 · 27,805 sh | 27,805 | $8.0M | 3.26% | +4.0% |
| 3265 | RETIREMENT CAPITAL STRATEGIES#3265 · 27,798 sh | 27,798 | $8.0M | 2.79% | +2.0% |
| 3266 | Paul R. Ried Financial Group#3266 · 27,727 sh | 27,727 | $8.0M | 3.50% | -5.0% |
| 3267 | Oxinas Partners Wealth Management#3267 · 27,726 sh | 27,726 | $8.0M | 3.16% | -1.7% |
| 3268 | SFI Advisors#3268 · 27,712 sh | 27,712 | $8.0M | 6.92% | +1.0% |
| 3269 | RIA Advisory Group#3269 · 27,698 sh | 27,698 | $8.0M | 1.74% | +6.0% |
| 3270 | Sather Financial Group#3270 · 27,656 sh | 27,656 | $8.0M | 0.46% | +14.1% |
| 3271 | Great Diamond Partners#3271 · 27,652 sh | 27,652 | $8.0M | 1.38% | -2.1% |
| 3272 | MWA Asset Management#3272 · 27,571 sh | 27,571 | $8.0M | 3.61% | -0.1% |
| 3273 | Financial Gravity Companies, (FGCO)#3273 · 27,558 sh | 27,558 | $8.0M | 1.29% | — |
| 3274 | CHRISTINE MESSMER PC#3274 · 27,518 sh | 27,518 | $8.0M | 4.49% | +1.1% |
| 3275 | CASCADE INVESTMENT GROUP#3275 · 27,469 sh | 27,469 | $7.9M | 4.46% | -0.8% |
| 3276 | Berkshire Money Management#3276 · 27,427 sh | 27,427 | $7.9M | 0.73% | +0.9% |
| 3277 | Hoxton Planning & Management#3277 · 27,405 sh | 27,405 | $7.9M | 2.07% | +0.4% |
| 3278 | Heritage Wealth Management#3278 · 27,352 sh | 27,352 | $7.9M | 3.01% | +2.7% |
| 3279 | MW ADVISORY#3279 · 27,350 sh | 27,350 | $7.9M | 3.16% | — |
| 3280 | Integrity Financial#3280 · 27,337 sh | 27,337 | $7.9M | 3.78% | -15.9% |
| 3281 | Indie Asset Partners#3281 · 27,335 sh | 27,335 | $7.9M | 7.57% | -0.4% |
| 3282 | Goldstein Advisors#3282 · 27,333 sh | 27,333 | $7.9M | 0.72% | +20.6% |
| 3283 | Rose Capital Advisors#3283 · 27,284 sh | 27,284 | $7.9M | 3.96% | — |
| 3284 | MOR Wealth Management#3284 · 27,280 sh | 27,280 | $7.9M | 3.14% | +3.1% |
| 3285 | Marest Capital#3285 · 27,270 sh | 27,270 | $7.9M | 3.93% | +0.7% |
| 3286 | Petros Family Wealth#3286 · 27,263 sh | 27,263 | $7.9M | 4.82% | +2.3% |
| 3287 | Transcendent Capital Group#3287 · 27,255 sh | 27,255 | $7.9M | 3.07% | +0.4% |
| 3288 | Lakeridge Wealth Management#3288 · 27,220 sh | 27,220 | $7.9M | 2.89% | +2.0% |
| 3289 | SOUTH PLAINS FINANCIAL#3289 · 27,212 sh | 27,212 | $7.9M | 4.23% | -1.0% |
| 3290 | M. Kraus#3290 · 27,169 sh | 27,169 | $7.9M | 2.09% | 0.0% |
| 3291 | U S WEALTH GROUP#3291 · 27,148 sh | 27,148 | $7.9M | 4.70% | -3.3% |
| 3292 | Eos Management, L.P.#3292 · 27,142 sh | 27,142 | $7.9M | 3.11% | 0.0% |
| 3293 | CAHABA WEALTH MANAGEMENT#3293 · 27,142 sh | 27,142 | $7.9M | 0.47% | +0.5% |
| 3294 | PARAGON FINANCIAL PARTNERS#3294 · 25,417 sh | 25,417 | $7.9M | 4.19% | +2.0% |
| 3295 | Axecap Investments#3295 · 27,103 sh | 27,103 | $7.8M | 4.34% | +0.8% |
| 3296 | Ruggiero Investments#3296 · 27,091 sh | 27,091 | $7.8M | 6.60% | -3.1% |
| 3297 | Quaker Wealth Management#3297 · 27,074 sh | 27,074 | $7.8M | 2.28% | -1.5% |
| 3298 | BAXTER BROS#3298 · 27,072 sh | 27,072 | $7.8M | 0.91% | -0.8% |
| 3299 | FORTEM FINANCIAL GROUP#3299 · 27,062 sh | 27,062 | $7.8M | 1.60% | -0.2% |
| 3300 | Goldenstone Wealth Management#3300 · 27,052 sh | 27,052 | $7.8M | 5.12% | +2.5% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.