Apple Inc. (AAPL) — Institutional Holders, Q2 2026 (page 43)
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 4,201 to 4,300. 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 4,201–4,300 of 6,153
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 4201 | Parrish Capital#4201 · 13,956 sh | 13,956 | $4.0M | — | -12.3% |
| 4202 | Empire Financial Management Company#4202 · 13,947 sh | 13,947 | $4.0M | 1.60% | -74.6% |
| 4203 | Helen Stephens Group#4203 · 13,945 sh | 13,945 | $4.0M | 0.69% | +4.0% |
| 4204 | Rayburn West Financial Services#4204 · 13,935 sh | 13,935 | $4.0M | 2.22% | 0.0% |
| 4205 | Sierra Legacy Group#4205 · 13,929 sh | 13,929 | $4.0M | 3.12% | 0.0% |
| 4206 | Kaufman Rossin Wealth#4206 · 12,743 sh | 12,743 | $4.0M | 1.91% | -1.6% |
| 4207 | SHRIER WEALTH MANAGEMENT#4207 · 13,923 sh | 13,923 | $4.0M | 1.36% | -0.1% |
| 4208 | QUANTUM FINANCIAL PARTNERS#4208 · 13,916 sh | 13,916 | $4.0M | 2.06% | — |
| 4209 | ENTREWEALTH#4209 · 12,883 sh | 12,883 | $4.0M | 1.49% | +70.1% |
| 4210 | Mowery & Schoenfeld Wealth Management#4210 · 13,871 sh | 13,871 | $4.0M | 5.47% | +0.2% |
| 4211 | Wealth Care#4211 · 13,843 sh | 13,843 | $4.0M | 3.24% | 0.0% |
| 4212 | VALUEWORKS#4212 · 13,842 sh | 13,842 | $4.0M | 0.84% | -3.2% |
| 4213 | Harbour Wealth Management Group#4213 · 13,837 sh | 13,837 | $4.0M | 2.71% | 0.0% |
| 4214 | MinichMacGregor Wealth Management#4214 · 13,828 sh | 13,828 | $4.0M | 0.61% | -2.2% |
| 4215 | Northern Capital Management#4215 · 13,813 sh | 13,813 | $4.0M | 1.70% | +0.3% |
| 4216 | HMS Capital Management#4216 · 13,804 sh | 13,804 | $4.0M | 1.49% | -3.0% |
| 4217 | Elevated Financial Group#4217 · 13,801 sh | 13,801 | $4.0M | 1.09% | -8.1% |
| 4218 | Autumn Glory Partners#4218 · 13,796 sh | 13,796 | $4.0M | 1.13% | +100.7% |
| 4219 | REXFORD CAPITAL#4219 · 13,785 sh | 13,785 | $4.0M | 2.44% | +0.1% |
| 4220 | SMART Wealth#4220 · 13,782 sh | 13,782 | $4.0M | 0.86% | -15.8% |
| 4221 | Innovative Advisory Group#4221 · 13,749 sh | 13,749 | $4.0M | 3.02% | -1.1% |
| 4222 | WealthCare Investment Partners#4222 · 13,737 sh | 13,737 | $4.0M | 0.97% | +27.5% |
| 4223 | Beta Wealth Group#4223 · 13,716 sh | 13,716 | $4.0M | 1.49% | +10.0% |
| 4224 | Align Financial#4224 · 13,704 sh | 13,704 | $4.0M | 1.97% | -0.3% |
| 4225 | Chicago Wealth Management#4225 · 13,690 sh | 13,690 | $4.0M | 1.41% | +0.3% |
| 4226 | Vienna Asset Management#4226 · 13,686 sh | 13,686 | $4.0M | 2.77% | +9.2% |
| 4227 | Orin Green Financial#4227 · 13,684 sh | 13,684 | $4.0M | 1.46% | -0.7% |
| 4228 | Bright Futures Wealth Management#4228 · 13,651 sh | 13,651 | $4.0M | 2.55% | +1.7% |
| 4229 | Hobbs Group Advisors#4229 · 13,646 sh | 13,646 | $3.9M | 1.04% | +1.9% |
| 4230 | Kelman-Lazarov#4230 · 13,643 sh | 13,643 | $3.9M | 0.52% | +4.5% |
| 4231 | Storen Legacy Partners#4231 · 13,618 sh | 13,618 | $3.9M | 1.07% | +8.3% |
| 4232 | Park Edge Advisors#4232 · 13,603 sh | 13,603 | $3.9M | 0.83% | -4.0% |
| 4233 | WMS Group#4233 · 13,603 sh | 13,603 | $3.9M | 5.08% | -0.4% |
| 4234 | MASTER'S WEALTH MANAGEMENT#4234 · 13,583 sh | 13,583 | $3.9M | 1.18% | +3.1% |
| 4235 | GoalVest Advisory#4235 · 13,577 sh | 13,577 | $3.9M | — | -15.7% |
| 4236 | Latko Wealth Management, Ltd.#4236 · 13,573 sh | 13,573 | $3.9M | 1.67% | +0.2% |
| 4237 | LiftPoint Family Wealth Advisors#4237 · 13,570 sh | 13,570 | $3.9M | 2.66% | +21.1% |
| 4238 | Curtis Advisory Group#4238 · 13,563 sh | 13,563 | $3.9M | 0.76% | 0.0% |
| 4239 | Cedar Wealth Management#4239 · 13,552 sh | 13,552 | $3.9M | 1.01% | +14.3% |
| 4240 | Sonoma Allocations#4240 · 13,299 sh | 13,299 | $3.9M | 1.22% | -0.2% |
| 4241 | Cannon Advisors#4241 · 12,392 sh | 12,392 | $3.9M | 2.37% | -47.0% |
| 4242 | CogentBlue Wealth Advisors#4242 · 13,467 sh | 13,467 | $3.9M | 2.23% | +2.0% |
| 4243 | Midwest Professional Planners, LTD.#4243 · 13,457 sh | 13,457 | $3.9M | 0.76% | +0.7% |
| 4244 | Weinberger Asset Management#4244 · 12,598 sh | 12,598 | $3.9M | 1.25% | +0.4% |
| 4245 | Fortune 45#4245 · 13,447 sh | 13,447 | $3.9M | 1.66% | +2.6% |
| 4246 | Prudent Man Investment Management#4246 · 14,286 sh | 14,286 | $3.9M | 1.32% | 0.0% |
| 4247 | ADE#4247 · 13,416 sh | 13,416 | $3.9M | 1.64% | +2.6% |
| 4248 | Peterson Wealth Advisors#4248 · 13,414 sh | 13,414 | $3.9M | 0.46% | -0.4% |
| 4249 | BCGM Wealth Management#4249 · 13,412 sh | 13,412 | $3.9M | 0.82% | -29.9% |
| 4250 | Alliance Wealth Strategies, d/b/a Brown Edwards Wealth S#4250 · 13,407 sh | 13,407 | $3.9M | 3.05% | -5.5% |
| 4251 | CARLSON FINANCIAL#4251 · 13,386 sh | 13,386 | $3.9M | 1.98% | +0.7% |
| 4252 | Dodds Wealth#4252 · 13,386 sh | 13,386 | $3.9M | 0.87% | +0.9% |
| 4253 | Entruity Wealth#4253 · 13,384 sh | 13,384 | $3.9M | 2.51% | +0.3% |
| 4254 | RCS Financial Planning#4254 · 13,374 sh | 13,374 | $3.9M | 1.83% | +1.9% |
| 4255 | Pioneer Wealth Management Group#4255 · 13,348 sh | 13,348 | $3.9M | 0.93% | +99.0% |
| 4256 | Allegiance Financial Group Advisory Services#4256 · 13,304 sh | 13,304 | $3.8M | 0.67% | -5.8% |
| 4257 | FENIMORE ASSET MANAGEMENT#4257 · 13,296 sh | 13,296 | $3.8M | 0.08% | 0.0% |
| 4258 | Smith Asset Management#4258 · 13,293 sh | 13,293 | $3.8M | 3.03% | +5.0% |
| 4259 | Wealth Forward#4259 · 13,292 sh | 13,292 | $3.8M | 1.92% | +0.2% |
| 4260 | Steffes Financial, Ltd.#4260 · 13,288 sh | 13,288 | $3.8M | 1.66% | +9.8% |
| 4261 | WealthCollab#4261 · 13,282 sh | 13,282 | $3.8M | 1.39% | +1.2% |
| 4262 | OFS Enterprise#4262 · 13,276 sh | 13,276 | $3.8M | 0.98% | +2.1% |
| 4263 | WETZEL INVESTMENT ADVISORS#4263 · 13,265 sh | 13,265 | $3.8M | 1.33% | -5.5% |
| 4264 | Vilga Financial Planning#4264 · 13,245 sh | 13,245 | $3.8M | 2.90% | +1.1% |
| 4265 | Paragon Capital Management Ltd#4265 · 13,242 sh | 13,242 | $3.8M | 0.73% | -2.8% |
| 4266 | Investors Research#4266 · 13,234 sh | 13,234 | $3.8M | 0.69% | -10.1% |
| 4267 | KEB ASSET MANAGEMENT#4267 · 13,233 sh | 13,233 | $3.8M | 0.62% | -2.6% |
| 4268 | Houlihan Financial Resource Group, Ltd.#4268 · 13,209 sh | 13,209 | $3.8M | 1.36% | -4.3% |
| 4269 | MACROVIEW INVESTMENT MANAGEMENT#4269 · 13,197 sh | 13,197 | $3.8M | 2.36% | -1.0% |
| 4270 | Smith Partners Wealth Management#4270 · 13,190 sh | 13,190 | $3.8M | 3.03% | 0.0% |
| 4271 | Kondo Wealth Advisors#4271 · 13,171 sh | 13,171 | $3.8M | 1.27% | +0.8% |
| 4272 | Wealthcare Capital Partners#4272 · 13,171 sh | 13,171 | $3.8M | 1.57% | +0.8% |
| 4273 | Forza Wealth Management#4273 · 13,156 sh | 13,156 | $3.8M | 1.17% | -5.2% |
| 4274 | Causey Wealth#4274 · 13,149 sh | 13,149 | $3.8M | 1.49% | 0.0% |
| 4275 | EASTERLY INVESTMENT PARTNERS#4275 · 13,139 sh | 13,139 | $3.8M | 0.19% | New |
| 4276 | Roxbury Financial#4276 · 13,138 sh | 13,138 | $3.8M | — | +0.2% |
| 4277 | Alessandra Capital Management#4277 · 13,129 sh | 13,129 | $3.8M | 2.69% | -1.6% |
| 4278 | Jeter Robert S II#4278 · 12,023 sh | 12,023 | $3.8M | 3.63% | -2.1% |
| 4279 | DIKER MANAGEMENT#4279 · 13,097 sh | 13,097 | $3.8M | 2.92% | 0.0% |
| 4280 | Wood Tarver Financial Group#4280 · 13,068 sh | 13,068 | $3.8M | 0.89% | +5.5% |
| 4281 | Miller Financial Services#4281 · 13,062 sh | 13,062 | $3.8M | 3.04% | -1.4% |
| 4282 | Foundation Wealth Management#4282 · 13,048 sh | 13,048 | $3.8M | 2.23% | -5.5% |
| 4283 | MOUNTAIN PACIFIC INVESTMENT ADVISERS#4283 · 13,048 sh | 13,048 | $3.8M | 0.59% | +0.3% |
| 4284 | Objectivity Squared#4284 · 13,046 sh | 13,046 | $3.8M | 2.13% | -1.0% |
| 4285 | Axis Wealth Partners#4285 · 13,044 sh | 13,044 | $3.8M | 1.81% | -15.1% |
| 4286 | Schrum Private Wealth Management#4286 · 16,389 sh | 16,389 | $3.8M | 3.88% | -31.2% |
| 4287 | Menard Financial Group#4287 · 13,036 sh | 13,036 | $3.8M | 2.05% | -7.6% |
| 4288 | Payne Capital Management#4288 · 13,019 sh | 13,019 | $3.8M | 1.00% | -2.8% |
| 4289 | TECTONIC ADVISORS#4289 · 13,016 sh | 13,016 | $3.8M | 0.18% | -0.4% |
| 4290 | 1248 Management#4290 · 13,010 sh | 13,010 | $3.8M | 1.47% | 0.0% |
| 4291 | Clarity Wealth Development#4291 · 13,005 sh | 13,005 | $3.8M | 2.09% | +13.6% |
| 4292 | Bullock Wealth Management Group#4292 · 12,782 sh | 12,782 | $3.8M | 1.63% | +0.7% |
| 4293 | TRB Advisors#4293 · 13,000 sh | 13,000 | $3.8M | 1.62% | -92.6% |
| 4294 | Giverny Capital#4294 · 12,995 sh | 12,995 | $3.8M | 0.13% | -13.6% |
| 4295 | Guild Investment Management#4295 · 12,972 sh | 12,972 | $3.8M | 2.56% | -9.3% |
| 4296 | Wallace Capital Management#4296 · 12,969 sh | 12,969 | $3.8M | 0.41% | +5.1% |
| 4297 | TAGStone Capital#4297 · 12,951 sh | 12,951 | $3.7M | 1.19% | +14.6% |
| 4298 | PATHWAY WEALTH MANAGEMENT#4298 · 12,950 sh | 12,950 | $3.7M | 2.61% | 0.0% |
| 4299 | PETERSON WEALTH MANAGEMENT#4299 · 12,908 sh | 12,908 | $3.7M | 1.74% | +255.0% |
| 4300 | Skyline Advisors#4300 · 12,886 sh | 12,886 | $3.7M | 1.17% | -1.3% |
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.