Apple Inc. (AAPL) — Institutional Holders, Q2 2026 (page 51)
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 5,001 to 5,100. 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 5,001–5,100 of 6,153
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 5001 | Turim 21 Investimentos Ltda.#5001 · 6,967 sh | 6,967 | $2.0M | 0.33% | 0.0% |
| 5002 | Phillips Wealth Planners#5002 · 6,474 sh | 6,474 | $2.0M | 1.48% | +2.3% |
| 5003 | 1015 Capital Partners#5003 · 6,949 sh | 6,949 | $2.0M | 1.68% | +1.9% |
| 5004 | GGM Financials#5004 · 6,947 sh | 6,947 | $2.0M | 0.76% | +0.4% |
| 5005 | Heritage Wealth Architects#5005 · 6,331 sh | 6,331 | $2.0M | 0.80% | 0.0% |
| 5006 | EARNEST PARTNERS#5006 · 6,918 sh | 6,918 | $2.0M | <0.01% | 0.0% |
| 5007 | Vermillion & White Wealth Management Group#5007 · 6,899 sh | 6,899 | $2.0M | 1.01% | +22.1% |
| 5008 | TRUEFG#5008 · 6,872 sh | 6,872 | $2.0M | 0.46% | -3.7% |
| 5009 | Williams Financial#5009 · 6,865 sh | 6,865 | $2.0M | 1.03% | -7.6% |
| 5010 | Eliot Finkel Investment Counsel#5010 · 6,860 sh | 6,860 | $2.0M | 0.93% | 0.0% |
| 5011 | Capital Investment Management#5011 · 6,848 sh | 6,848 | $2.0M | 0.61% | -16.3% |
| 5012 | Gibson Wealth Advisors#5012 · 6,835 sh | 6,835 | $2.0M | 1.23% | 0.0% |
| 5013 | Avid Wealth Partners#5013 · 6,833 sh | 6,833 | $2.0M | 0.96% | -5.3% |
| 5014 | Mach-1 Financial Group#5014 · 6,830 sh | 6,830 | $2.0M | 0.77% | -37.9% |
| 5015 | Rakuten Securities#5015 · 6,824 sh | 6,824 | $2.0M | 0.46% | +11.4% |
| 5016 | J.M. Arbour#5016 · 6,821 sh | 6,821 | $2.0M | 1.70% | +6.5% |
| 5017 | Capital Investment Services of America#5017 · 6,819 sh | 6,819 | $2.0M | 0.19% | 0.0% |
| 5018 | Heron Bay Capital Management#5018 · 6,810 sh | 6,810 | $2.0M | 0.18% | +38.8% |
| 5019 | Investment Planning Advisors#5019 · 6,808 sh | 6,808 | $2.0M | 0.46% | +16.9% |
| 5020 | SHELTON WEALTH MANAGEMENT#5020 · 6,802 sh | 6,802 | $2.0M | 0.77% | -4.0% |
| 5021 | Breachway Investments#5021 · 6,798 sh | 6,798 | $2.0M | 2.96% | -23.7% |
| 5022 | Meridian Financial Advisors#5022 · 6,792 sh | 6,792 | $2.0M | 0.94% | -2.1% |
| 5023 | M Wealth Management#5023 · 6,791 sh | 6,791 | $2.0M | 1.54% | 0.0% |
| 5024 | Severin Investments#5024 · 6,791 sh | 6,791 | $2.0M | 1.48% | +24.0% |
| 5025 | Essential Planning#5025 · 6,790 sh | 6,790 | $2.0M | 0.56% | -1.7% |
| 5026 | a16z Perennial Management, L.P.#5026 · 6,790 sh | 6,790 | $2.0M | 0.16% | -73.7% |
| 5027 | Camelot Portfolios#5027 · 6,784 sh | 6,784 | $2.0M | 1.37% | +53.9% |
| 5028 | JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT#5028 · 6,782 sh | 6,782 | $2.0M | 1.53% | +27.2% |
| 5029 | Unified Investment Management#5029 · 6,782 sh | 6,782 | $2.0M | 1.81% | -4.6% |
| 5030 | SRH ADVISORS#5030 · 6,767 sh | 6,767 | $2.0M | 0.50% | 0.0% |
| 5031 | Orcam Financial Group#5031 · 6,759 sh | 6,759 | $2.0M | 0.96% | +249.7% |
| 5032 | Newport Capital Group#5032 · 6,756 sh | 6,756 | $2.0M | 1.10% | -40.8% |
| 5033 | Expressive Wealth#5033 · 6,757 sh | 6,757 | $2.0M | 1.85% | +4.5% |
| 5034 | Encore Global Management#5034 · 6,750 sh | 6,750 | $2.0M | 1.92% | -10.0% |
| 5035 | Slocum, Gordon & LLP#5035 · 6,738 sh | 6,738 | $1.9M | 1.30% | +0.1% |
| 5036 | Virtus Investment Advisers#5036 · 6,733 sh | 6,733 | $1.9M | 0.45% | New |
| 5037 | Ergawealth Advisors#5037 · 6,730 sh | 6,730 | $1.9M | 0.76% | -6.8% |
| 5038 | Worthington Financial Partners#5038 · 6,726 sh | 6,726 | $1.9M | 1.61% | -9.8% |
| 5039 | American National Bank of Texas#5039 · 6,725 sh | 6,725 | $1.9M | 1.78% | -6.8% |
| 5040 | INVESTMENT COUNSEL OF NEVADA#5040 · 6,716 sh | 6,716 | $1.9M | 3.63% | +0.4% |
| 5041 | CLEAR INVESTMENT RESEARCH#5041 · 6,702 sh | 6,702 | $1.9M | 3.02% | +6.5% |
| 5042 | Mission Hills Financial Advisory#5042 · 6,687 sh | 6,687 | $1.9M | 0.85% | +2.3% |
| 5043 | TI#5043 · 6,685 sh | 6,685 | $1.9M | 1.04% | +1.6% |
| 5044 | RESTON WEALTH MANAGEMENT#5044 · 6,680 sh | 6,680 | $1.9M | 0.52% | -2.2% |
| 5045 | marrick wealth#5045 · 6,674 sh | 6,674 | $1.9M | 1.37% | +0.8% |
| 5046 | Battery Global Advisors#5046 · 6,656 sh | 6,656 | $1.9M | 0.96% | 0.0% |
| 5047 | Stonebridge Wealth Management#5047 · 6,648 sh | 6,648 | $1.9M | 1.72% | -6.6% |
| 5048 | Cedar Point Capital Partners#5048 · 6,645 sh | 6,645 | $1.9M | 1.11% | -0.2% |
| 5049 | Financial Futures Ltd Liability#5049 · 6,625 sh | 6,625 | $1.9M | 0.73% | -3.0% |
| 5050 | Gainplan#5050 · 6,622 sh | 6,622 | $1.9M | 0.75% | +3.2% |
| 5051 | DARK FOREST CAPITAL MANAGEMENT#5051 · 6,621 sh | 6,621 | $1.9M | 0.12% | -74.5% |
| 5052 | REBALANCE#5052 · 6,616 sh | 6,616 | $1.9M | 0.10% | +0.6% |
| 5053 | Fortis Advisors#5053 · 6,614 sh | 6,614 | $1.9M | 0.90% | +2.2% |
| 5054 | PFG Private Wealth Management#5054 · 6,613 sh | 6,613 | $1.9M | 0.83% | +8.6% |
| 5055 | Cooper Capital Advisors#5055 · 6,600 sh | 6,600 | $1.9M | 0.83% | 0.0% |
| 5056 | Sightline Wealth Advisors#5056 · 6,596 sh | 6,596 | $1.9M | 0.70% | +14.6% |
| 5057 | Kure Advisory#5057 · 6,593 sh | 6,593 | $1.9M | 0.90% | -2.5% |
| 5058 | Carroll Advisory Group#5058 · 6,591 sh | 6,591 | $1.9M | 0.63% | -5.8% |
| 5059 | HFG Wealth Management#5059 · 6,590 sh | 6,590 | $1.9M | 1.92% | -34.2% |
| 5060 | Aegis Wealth Management#5060 · 6,587 sh | 6,587 | $1.9M | 1.23% | +12.8% |
| 5061 | JDH Wealth Management#5061 · 6,580 sh | 6,580 | $1.9M | 1.16% | +5.8% |
| 5062 | Financial Concepts Unlimited#5062 · 6,570 sh | 6,570 | $1.9M | 1.49% | -15.7% |
| 5063 | Roble, Belko & Company#5063 · 6,550 sh | 6,550 | $1.9M | 0.20% | +17.6% |
| 5064 | Benson Wealth Management#5064 · 6,532 sh | 6,532 | $1.9M | 1.90% | +41.4% |
| 5065 | Clear Retirement Advice#5065 · 6,525 sh | 6,525 | $1.9M | 1.29% | -28.7% |
| 5066 | Lionsbridge Wealth Management#5066 · 6,522 sh | 6,522 | $1.9M | 1.85% | -5.0% |
| 5067 | McNamara Financial Services#5067 · 6,515 sh | 6,515 | $1.9M | 0.33% | +7.5% |
| 5068 | Corundum Company#5068 · 6,512 sh | 6,512 | $1.9M | 5.03% | 0.0% |
| 5069 | SCHWARTZ INVESTMENT COUNSEL#5069 · 6,500 sh | 6,500 | $1.9M | 0.06% | 0.0% |
| 5070 | Capital CS Group#5070 · 6,481 sh | 6,481 | $1.9M | 1.48% | +61.4% |
| 5071 | Marotta Asset Management#5071 · 6,368 sh | 6,368 | $1.9M | 0.31% | +1.7% |
| 5072 | Dala Group#5072 · 6,475 sh | 6,475 | $1.9M | 1.54% | -39.1% |
| 5073 | Chatterton & Associates#5073 · 5,920 sh | 5,920 | $1.9M | 1.10% | +2.4% |
| 5074 | Hegarty Advisors#5074 · 6,468 sh | 6,468 | $1.9M | 1.29% | -1.3% |
| 5075 | Hyperion Capital Advisors#5075 · 6,458 sh | 6,458 | $1.9M | 0.84% | 0.0% |
| 5076 | Merited Wealth#5076 · 6,454 sh | 6,454 | $1.9M | 1.32% | -0.1% |
| 5077 | PRESILIUM PRIVATE WEALTH#5077 · 6,447 sh | 6,447 | $1.9M | 0.29% | +5.8% |
| 5078 | BG Investment Services#5078 · 6,447 sh | 6,447 | $1.9M | 1.34% | -4.8% |
| 5079 | Evansbrook#5079 · 6,433 sh | 6,433 | $1.9M | 1.11% | -20.5% |
| 5080 | SILVER OAK WEALTH ADVISORS SERVICES#5080 · 6,421 sh | 6,421 | $1.9M | 1.11% | -3.0% |
| 5081 | Chico Wealth RIA#5081 · 6,408 sh | 6,408 | $1.9M | 0.97% | +3.9% |
| 5082 | VISTA FINANCE#5082 · 6,408 sh | 6,408 | $1.9M | 1.04% | +11.7% |
| 5083 | EnRich Financial Partners#5083 · 6,394 sh | 6,394 | $1.9M | 0.44% | 0.0% |
| 5084 | Verity Asset Management#5084 · 6,392 sh | 6,392 | $1.8M | 0.70% | +8.4% |
| 5085 | Rodgers & Associates, LTD#5085 · 6,370 sh | 6,370 | $1.8M | 0.17% | +0.8% |
| 5086 | HMV Wealth Advisors#5086 · 6,367 sh | 6,367 | $1.8M | 0.72% | +31.5% |
| 5087 | Long Island Wealth Management#5087 · 6,357 sh | 6,357 | $1.8M | 0.76% | +28.9% |
| 5088 | Prepared Retirement Institute#5088 · 6,343 sh | 6,343 | $1.8M | 0.78% | 0.0% |
| 5089 | DEFINE FINANCIAL#5089 · 6,342 sh | 6,342 | $1.8M | 0.84% | +23.1% |
| 5090 | Odyssey Group#5090 · 6,340 sh | 6,340 | $1.8M | 0.50% | — |
| 5091 | AXA S.A.#5091 · 7,195 sh | 7,195 | $1.8M | 2.00% | -75.4% |
| 5092 | HORIZON KINETICS ASSET MANAGEMENT#5092 · 6,323 sh | 6,323 | $1.8M | 0.02% | -1.6% |
| 5093 | HORIZON FINANCIAL SERVICES#5093 · 6,321 sh | 6,321 | $1.8M | 0.70% | +25.2% |
| 5094 | Bare Financial Services#5094 · 6,318 sh | 6,318 | $1.8M | 0.42% | +10.0% |
| 5095 | BankChampaign, National Association#5095 · 6,314 sh | 6,314 | $1.8M | 1.40% | +2.2% |
| 5096 | COTTONWOOD CAPITAL ADVISORS#5096 · 6,314 sh | 6,314 | $1.8M | 1.10% | -0.1% |
| 5097 | CLARIS ADVISORS, / MO#5097 · 6,310 sh | 6,310 | $1.8M | 0.48% | +0.6% |
| 5098 | William Howard & Financial Advisors#5098 · 6,307 sh | 6,307 | $1.8M | 1.42% | -1.6% |
| 5099 | MBE Wealth Management#5099 · 6,288 sh | 6,288 | $1.8M | 0.64% | +1.9% |
| 5100 | EHRLICH FINANCIAL GROUP#5100 · 6,284 sh | 6,284 | $1.8M | 0.94% | +0.2% |
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.