Apple Inc. (AAPL) — Institutional Holders, Q2 2026 (page 52)
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 5,101 to 5,200. 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 5,101–5,200 of 6,153
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 5101 | Phillip James Consulting#5101 · 6,270 sh | 6,270 | $1.8M | 1.21% | 0.0% |
| 5102 | Beacon Harbor Wealth Advisors#5102 · 5,873 sh | 5,873 | $1.8M | 0.35% | -82.4% |
| 5103 | SBE DBA CEDAR COVE WEALTH PARTNERS#5103 · 6,266 sh | 6,266 | $1.8M | 0.85% | -1.3% |
| 5104 | Unify Financial Advisors#5104 · 6,263 sh | 6,263 | $1.8M | 1.67% | -1.4% |
| 5105 | CURIO WEALTH#5105 · 6,259 sh | 6,259 | $1.8M | 0.56% | -1.5% |
| 5106 | Advisory Advocates#5106 · 6,255 sh | 6,255 | $1.8M | 1.55% | -7.3% |
| 5107 | Tandem Wealth Advisors#5107 · 6,249 sh | 6,249 | $1.8M | 0.72% | +4.6% |
| 5108 | Ninepoint Partners#5108 · 6,227 sh | 6,227 | $1.8M | 0.14% | +8.0% |
| 5109 | Cushing Capital Partners#5109 · 6,227 sh | 6,227 | $1.8M | 1.24% | -0.2% |
| 5110 | AllGen Financial Advisors#5110 · 6,225 sh | 6,225 | $1.8M | 0.39% | 0.0% |
| 5111 | Hopwood Nicholas Hunter#5111 · 6,215 sh | 6,215 | $1.8M | 0.49% | +0.3% |
| 5112 | Yoffe Investment Management#5112 · 6,212 sh | 6,212 | $1.8M | 2.06% | 0.0% |
| 5113 | DBK Financial Counsel#5113 · 6,205 sh | 6,205 | $1.8M | 1.51% | -2.5% |
| 5114 | Lutz Financial Services#5114 · 6,200 sh | 6,200 | $1.8M | 0.11% | +2.4% |
| 5115 | LEE JOHNSON CAPITAL MANAGEMENT#5115 · 6,197 sh | 6,197 | $1.8M | 0.56% | -20.6% |
| 5116 | Schiavi#5116 · 6,195 sh | 6,195 | $1.8M | 0.47% | +128.9% |
| 5117 | Kinloch Capital#5117 · 6,185 sh | 6,185 | $1.8M | 0.65% | +9.7% |
| 5118 | Decker Retirement Planning#5118 · 6,183 sh | 6,183 | $1.8M | 0.61% | +8.4% |
| 5119 | FORTRESS FINANCIAL GROUP#5119 · 6,177 sh | 6,177 | $1.8M | 0.89% | -22.1% |
| 5120 | RESOLUTE CAPITAL#5120 · 6,176 sh | 6,176 | $1.8M | 0.62% | +74.5% |
| 5121 | NORTH POINT PORTFOLIO MANAGERS#5121 · 6,166 sh | 6,166 | $1.8M | 0.29% | -1.4% |
| 5122 | Fairbanks Capital Management#5122 · 6,160 sh | 6,160 | $1.8M | 1.06% | -48.7% |
| 5123 | Western Financial#5123 · 6,160 sh | 6,160 | $1.8M | 0.52% | -4.7% |
| 5124 | Catalyst Investment Management#5124 · 6,143 sh | 6,143 | $1.8M | 1.61% | +1.2% |
| 5125 | GUARDSMAN PRIVATE CAPITAL MANAGEMENT#5125 · 6,128 sh | 6,128 | $1.8M | 1.24% | 0.0% |
| 5126 | OneAscent Family Office#5126 · 6,117 sh | 6,117 | $1.8M | 0.89% | +36.0% |
| 5127 | PROFESSIONAL FINANCIAL SOLUTIONS#5127 · 6,115 sh | 6,115 | $1.8M | 1.38% | +0.5% |
| 5128 | Matthew Goff Investment Advisor#5128 · 6,113 sh | 6,113 | $1.8M | 0.30% | -1.8% |
| 5129 | Engineers Gate Manager#5129 · 6,110 sh | 6,110 | $1.8M | 0.02% | -84.4% |
| 5130 | Walser Wealth Management Company, A Ltd Liability#5130 · 6,105 sh | 6,105 | $1.8M | 0.73% | -39.1% |
| 5131 | Spectrum Asset Management, (NB/CA)#5131 · 6,103 sh | 6,103 | $1.8M | 0.49% | +28.7% |
| 5132 | Greenhouse Wealth Management#5132 · 6,103 sh | 6,103 | $1.8M | 1.24% | 0.0% |
| 5133 | BLUE JEAN FINANCIAL#5133 · 6,101 sh | 6,101 | $1.8M | 1.23% | -57.9% |
| 5134 | Adalta Capital Management#5134 · 6,095 sh | 6,095 | $1.8M | 0.77% | -18.7% |
| 5135 | LAVELLE CAPITAL#5135 · 6,088 sh | 6,088 | $1.8M | 0.76% | +0.7% |
| 5136 | Gross & Hartman Investments#5136 · 6,085 sh | 6,085 | $1.8M | 0.78% | -7.4% |
| 5137 | Altrius Capital Management#5137 · 6,072 sh | 6,072 | $1.8M | 0.33% | -1.1% |
| 5138 | Compton Financial Group#5138 · 6,067 sh | 6,067 | $1.8M | 0.34% | +0.8% |
| 5139 | RED REEF ADVISORS#5139 · 6,065 sh | 6,065 | $1.8M | 1.62% | +3.5% |
| 5140 | Bucket List Wealth Management#5140 · 6,065 sh | 6,065 | $1.8M | 0.86% | +1.9% |
| 5141 | Northwest Wealth Advisors#5141 · 6,061 sh | 6,061 | $1.8M | 1.01% | +1.7% |
| 5142 | Legacy Wealth Managment#5142 · 6,061 sh | 6,061 | $1.8M | 0.72% | +10.4% |
| 5143 | Seneca Financial Advisors#5143 · 6,061 sh | 6,061 | $1.8M | 0.46% | -2.4% |
| 5144 | Grove Street Fiduciary#5144 · 6,060 sh | 6,060 | $1.8M | 0.74% | -0.8% |
| 5145 | Black Swift Group#5145 · 6,045 sh | 6,045 | $1.7M | 0.25% | -0.7% |
| 5146 | Post Resch Tallon Group#5146 · 6,037 sh | 6,037 | $1.7M | 1.21% | +0.5% |
| 5147 | Caitlin John#5147 · 6,021 sh | 6,021 | $1.7M | 0.95% | +83.7% |
| 5148 | GoalFusion Wealth Management#5148 · 6,014 sh | 6,014 | $1.7M | 0.70% | +43.1% |
| 5149 | Mainsail Financial Group#5149 · 6,014 sh | 6,014 | $1.7M | 0.59% | +2.2% |
| 5150 | First Growth Capital#5150 · 6,011 sh | 6,011 | $1.7M | 1.32% | -23.8% |
| 5151 | Sippican Capital Advisors#5151 · 6,008 sh | 6,008 | $1.7M | 1.06% | 0.0% |
| 5152 | Mork Capital Management#5152 · 6,000 sh | 6,000 | $1.7M | 1.11% | 0.0% |
| 5153 | BAYSHORE ASSET MANAGEMENT#5153 · 5,998 sh | 5,998 | $1.7M | 0.62% | +23.5% |
| 5154 | Twin Tree Management#5154 · 5,996 sh | 5,996 | $1.7M | 0.03% | New |
| 5155 | Lesa Sroufe#5155 · 5,993 sh | 5,993 | $1.7M | 1.24% | 0.0% |
| 5156 | STANCE CAPITAL#5156 · 5,991 sh | 5,991 | $1.7M | 0.53% | +12.0% |
| 5157 | EVOLUTION WEALTH MANAGEMENT#5157 · 5,990 sh | 5,990 | $1.7M | 1.02% | +3.6% |
| 5158 | PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.#5158 · 5,989 sh | 5,989 | $1.7M | 0.15% | +213.9% |
| 5159 | GEORGE KAISER FAMILY FOUNDATION#5159 · 5,989 sh | 5,989 | $1.7M | 0.17% | +213.9% |
| 5160 | Baron Financial Group#5160 · 5,986 sh | 5,986 | $1.7M | 0.83% | 0.0% |
| 5161 | Steelhead Wealth Management#5161 · 5,971 sh | 5,971 | $1.7M | 0.70% | +46.6% |
| 5162 | Seven Post Investment Office#5162 · 5,951 sh | 5,951 | $1.7M | 0.49% | +20.2% |
| 5163 | Pitti Group Wealth Management#5163 · 5,946 sh | 5,946 | $1.7M | 1.25% | -4.8% |
| 5164 | Broyhill Asset Management#5164 · 5,945 sh | 5,945 | $1.7M | 1.53% | 0.0% |
| 5165 | Michels Family Financial#5165 · 5,944 sh | 5,944 | $1.7M | 1.10% | +3.7% |
| 5166 | Carolina Wealth Management#5166 · 5,942 sh | 5,942 | $1.7M | 0.79% | — |
| 5167 | Compass Financial Services#5167 · 5,936 sh | 5,936 | $1.7M | 0.64% | -0.1% |
| 5168 | Davis Wealth Advisors#5168 · 5,928 sh | 5,928 | $1.7M | 1.33% | -1.7% |
| 5169 | Addison Advisors#5169 · 5,926 sh | 5,926 | $1.7M | 0.81% | -76.4% |
| 5170 | Partners in Financial Planning#5170 · 5,921 sh | 5,921 | $1.7M | 0.26% | -3.7% |
| 5171 | Kagan Cocozza Asset Management#5171 · 5,911 sh | 5,911 | $1.7M | 1.07% | -0.8% |
| 5172 | CAPITAL MANAGEMENT ASSOCIATES#5172 · 5,900 sh | 5,900 | $1.7M | 2.20% | 0.0% |
| 5173 | GREAT OAK CAPITAL PARTNERS#5173 · 5,381 sh | 5,381 | $1.7M | 0.37% | -1.8% |
| 5174 | Midwestern Financial#5174 · 5,885 sh | 5,885 | $1.7M | 1.19% | -0.9% |
| 5175 | OPTIMA CAPITAL#5175 · 5,879 sh | 5,879 | $1.7M | 0.67% | +1.3% |
| 5176 | COLUMBIA ADVISORY PARTNERS#5176 · 5,873 sh | 5,873 | $1.7M | 0.94% | +0.5% |
| 5177 | Longview Financial Advisors#5177 · 5,861 sh | 5,861 | $1.7M | 0.84% | 0.0% |
| 5178 | Biltmore Wealth Management#5178 · 5,851 sh | 5,851 | $1.7M | 0.53% | -3.8% |
| 5179 | Hubbell Strickland Wealth Management#5179 · 5,838 sh | 5,838 | $1.7M | 0.61% | 0.0% |
| 5180 | 21 West Wealth Management#5180 · 5,834 sh | 5,834 | $1.7M | 1.44% | 0.0% |
| 5181 | HANSEATIC MANAGEMENT SERVICES#5181 · 5,833 sh | 5,833 | $1.7M | 1.24% | +3.7% |
| 5182 | GROESBECK INVESTMENT MANAGEMENT#5182 · 5,830 sh | 5,830 | $1.7M | 2.69% | 0.0% |
| 5183 | Blue Water Asset Management#5183 · 5,827 sh | 5,827 | $1.7M | 0.54% | +2.2% |
| 5184 | Prism Planning Partners#5184 · 5,826 sh | 5,826 | $1.7M | 1.78% | +1.0% |
| 5185 | Endowment Wealth Management#5185 · 5,820 sh | 5,820 | $1.7M | 0.65% | +9.8% |
| 5186 | Avanda Investment Management Pte. Ltd.#5186 · 5,820 sh | 5,820 | $1.7M | 0.56% | +100.7% |
| 5187 | IFS Group#5187 · 5,815 sh | 5,815 | $1.7M | 2.31% | -14.1% |
| 5188 | AlphaGrep UK Ltd#5188 · 5,807 sh | 5,807 | $1.7M | 0.50% | -52.6% |
| 5189 | Kapitalo Investimentos Ltda#5189 · 5,802 sh | 5,802 | $1.7M | 0.11% | +29.7% |
| 5190 | ATX Financial Planning#5190 · 5,788 sh | 5,788 | $1.7M | 1.11% | -3.0% |
| 5191 | Beacon Wealthcare#5191 · 5,780 sh | 5,780 | $1.7M | 0.54% | 0.0% |
| 5192 | CMC Financial Group#5192 · 5,772 sh | 5,772 | $1.7M | 3.24% | -24.7% |
| 5193 | JIM SAULNIER & ASSOCIATES#5193 · 5,767 sh | 5,767 | $1.7M | 0.67% | -3.9% |
| 5194 | Up Capital Management#5194 · 5,752 sh | 5,752 | $1.7M | 1.29% | -0.5% |
| 5195 | DCF Advisers#5195 · 5,750 sh | 5,750 | $1.7M | 0.29% | 0.0% |
| 5196 | Wealthstar Advisors#5196 · 5,738 sh | 5,738 | $1.7M | 0.48% | 0.0% |
| 5197 | Citrine Capital#5197 · 5,737 sh | 5,737 | $1.7M | 0.61% | +2.7% |
| 5198 | Sheridan Capital Management#5198 · 5,734 sh | 5,734 | $1.7M | 0.80% | 0.0% |
| 5199 | Copia Wealth Management#5199 · 5,730 sh | 5,730 | $1.7M | 1.00% | -1.0% |
| 5200 | Tepp RIA#5200 · 5,729 sh | 5,729 | $1.7M | 1.12% | +8.7% |
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.