Apple Inc. (AAPL) — Institutional Holders, Q2 2026 (page 53)
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 5,201 to 5,300. 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 5,201–5,300 of 6,153
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 5201 | SoundView Advisors#5201 · 5,729 sh | 5,729 | $1.7M | 0.54% | +2.7% |
| 5202 | Gruss#5202 · 5,700 sh | 5,700 | $1.6M | 4.04% | +35.7% |
| 5203 | CDM FINANCIAL COUNSELING SERVICES#5203 · 5,696 sh | 5,696 | $1.6M | 1.42% | -10.9% |
| 5204 | IAG Wealth Partners#5204 · 5,689 sh | 5,689 | $1.6M | 0.16% | -3.0% |
| 5205 | FORM Wealth Advisors#5205 · 5,651 sh | 5,651 | $1.6M | 0.18% | -2.5% |
| 5206 | Equity Wealth Partners#5206 · 5,646 sh | 5,646 | $1.6M | 0.59% | +51.7% |
| 5207 | Opulen Financial Group#5207 · 5,633 sh | 5,633 | $1.6M | 1.03% | +8.7% |
| 5208 | GatePass Capital#5208 · 5,628 sh | 5,628 | $1.6M | 0.62% | +8.4% |
| 5209 | Aull & Monroe Investment Management#5209 · 5,625 sh | 5,625 | $1.6M | 0.68% | +4.0% |
| 5210 | WELCH CAPITAL PARTNERS#5210 · 5,601 sh | 5,601 | $1.6M | 0.32% | 0.0% |
| 5211 | S&T BANK#5211 · 5,601 sh | 5,601 | $1.6M | 0.49% | +15.3% |
| 5212 | ArchPoint Investors#5212 · 5,586 sh | 5,586 | $1.6M | 0.34% | 0.0% |
| 5213 | Parker Financial#5213 · 5,581 sh | 5,581 | $1.6M | 0.59% | -0.1% |
| 5214 | HORIZON BANCORP#5214 · 5,582 sh | 5,582 | $1.6M | 0.76% | -4.3% |
| 5215 | Alpine Global Management#5215 · 5,581 sh | 5,581 | $1.6M | 0.26% | New |
| 5216 | Intentional Wealth Strategies#5216 · 5,575 sh | 5,575 | $1.6M | 1.51% | -1.7% |
| 5217 | Cornerstone Wealth Advisors#5217 · 5,574 sh | 5,574 | $1.6M | 0.34% | +2.7% |
| 5218 | 3 FACTOR INDEXING#5218 · 5,570 sh | 5,570 | $1.6M | 1.36% | 0.0% |
| 5219 | Your Advocates Ltd., LLP#5219 · 5,565 sh | 5,565 | $1.6M | 0.46% | -0.1% |
| 5220 | DURANTE & WATERS#5220 · 5,552 sh | 5,552 | $1.6M | 1.05% | -1.4% |
| 5221 | Kraft, Davis & Associates#5221 · 5,106 sh | 5,106 | $1.6M | 0.34% | +0.3% |
| 5222 | Keenan#5222 · 5,542 sh | 5,542 | $1.6M | 1.13% | -2.1% |
| 5223 | Mawer Investment Management Ltd.#5223 · 5,510 sh | 5,510 | $1.6M | 0.01% | +43.8% |
| 5224 | Oceanside Advisors#5224 · 5,504 sh | 5,504 | $1.6M | 0.80% | +42.7% |
| 5225 | Attessa Capital#5225 · 5,502 sh | 5,502 | $1.6M | 0.71% | +14.0% |
| 5226 | Cedrus Wealth Group#5226 · 5,491 sh | 5,491 | $1.6M | 1.39% | -0.4% |
| 5227 | O'Connor Financial Group#5227 · 5,491 sh | 5,491 | $1.6M | 0.56% | +26.5% |
| 5228 | Stack Financial Management#5228 · 5,487 sh | 5,487 | $1.6M | 0.12% | 0.0% |
| 5229 | Dynamic Financial Group#5229 · 5,486 sh | 5,486 | $1.6M | 1.20% | +0.1% |
| 5230 | Heritage Wealth Management, /Texas#5230 · 5,475 sh | 5,475 | $1.6M | 0.61% | +22.6% |
| 5231 | Carter Financial#5231 · 5,461 sh | 5,461 | $1.6M | 1.18% | -5.9% |
| 5232 | Live Oak Investment Partners#5232 · 5,450 sh | 5,450 | $1.6M | 0.85% | -1.7% |
| 5233 | FSA Investment Group#5233 · 5,444 sh | 5,444 | $1.6M | 0.51% | +28.6% |
| 5234 | Evolution Advisers#5234 · 5,442 sh | 5,442 | $1.6M | 0.58% | +0.8% |
| 5235 | CenterStar Asset Management#5235 · 5,422 sh | 5,422 | $1.6M | 0.27% | -42.9% |
| 5236 | SIGNAL TREE FINANCIAL PARTNERS#5236 · 5,416 sh | 5,416 | $1.6M | 1.04% | 0.0% |
| 5237 | DEEPWATER ASSET MANAGEMENT#5237 · 5,409 sh | 5,409 | $1.6M | 0.71% | 0.0% |
| 5238 | Sulzberger Capital Advisors#5238 · 5,407 sh | 5,407 | $1.6M | 1.53% | -1.8% |
| 5239 | von Borstel & Associates#5239 · 5,408 sh | 5,408 | $1.6M | 0.32% | -0.3% |
| 5240 | Cyr Financial#5240 · 5,397 sh | 5,397 | $1.6M | 0.81% | +6.0% |
| 5241 | ADG Wealth Management Group#5241 · 5,388 sh | 5,388 | $1.6M | 0.99% | +7.6% |
| 5242 | Seneschal Advisors#5242 · 5,381 sh | 5,381 | $1.6M | 1.07% | -1.8% |
| 5243 | Greenfield Seitz Capital Management#5243 · 5,372 sh | 5,372 | $1.6M | 0.46% | +1.5% |
| 5244 | Copper Harbor Investment Advisors#5244 · 5,368 sh | 5,368 | $1.6M | 0.33% | — |
| 5245 | Harbor Asset Planning#5245 · 5,368 sh | 5,368 | $1.6M | 1.17% | 0.0% |
| 5246 | Qsemble Capital Management#5246 · 5,368 sh | 5,368 | $1.6M | 0.20% | New |
| 5247 | Tacita Capital#5247 · 5,366 sh | 5,366 | $1.6M | 0.84% | -2.2% |
| 5248 | BancFirst & Investment Management#5248 · 5,507 sh | 5,507 | $1.6M | 0.65% | +218.7% |
| 5249 | SwitchPoint Financial Planning#5249 · 5,356 sh | 5,356 | $1.5M | 0.89% | -0.1% |
| 5250 | Shay Capital#5250 · 5,350 sh | 5,350 | $1.5M | 0.10% | -49.2% |
| 5251 | Joel Adams & Associates#5251 · 5,349 sh | 5,349 | $1.5M | 0.99% | 0.0% |
| 5252 | Lighthouse Wealth Management#5252 · 5,345 sh | 5,345 | $1.5M | 0.96% | -0.3% |
| 5253 | Waycross Investment Management#5253 · 5,328 sh | 5,328 | $1.5M | 1.17% | -2.9% |
| 5254 | SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY#5254 · 4,956 sh | 4,956 | $1.5M | 0.85% | +0.1% |
| 5255 | Brooklyn FI#5255 · 4,709 sh | 4,709 | $1.5M | 0.28% | +31.6% |
| 5256 | Ackerman Capital Advisors#5256 · 5,298 sh | 5,298 | $1.5M | 0.31% | +0.7% |
| 5257 | SPWM Advisors#5257 · 4,584 sh | 4,584 | $1.5M | 1.41% | +9.6% |
| 5258 | Argo Wealth Advisory#5258 · 5,281 sh | 5,281 | $1.5M | 0.84% | -0.5% |
| 5259 | Good Harbor Advisors#5259 · 5,270 sh | 5,270 | $1.5M | 1.49% | -13.5% |
| 5260 | Ferguson Johnson Wealth Management#5260 · 5,266 sh | 5,266 | $1.5M | 1.11% | +2.5% |
| 5261 | VALLEY FORGE INVESTMENT CONSULTANTS ADV#5261 · 5,262 sh | 5,262 | $1.5M | 0.39% | -6.6% |
| 5262 | Prota Financial#5262 · 5,152 sh | 5,152 | $1.5M | 1.00% | -23.2% |
| 5263 | Davidson Capital Management#5263 · 5,232 sh | 5,232 | $1.5M | 0.24% | -47.1% |
| 5264 | HFG Advisors#5264 · 5,224 sh | 5,224 | $1.5M | 0.94% | -3.8% |
| 5265 | USA FINANCIAL FORMULAS#5265 · 5,223 sh | 5,223 | $1.5M | 0.28% | — |
| 5266 | SVRN Asset Management#5266 · 5,208 sh | 5,208 | $1.5M | 0.77% | 0.0% |
| 5267 | Berkeley#5267 · 5,200 sh | 5,200 | $1.5M | 0.47% | +0.7% |
| 5268 | Silver Lake Advisory#5268 · 5,197 sh | 5,197 | $1.5M | 0.54% | -10.1% |
| 5269 | Osbon Capital Management#5269 · 5,194 sh | 5,194 | $1.5M | 1.18% | -3.4% |
| 5270 | Daviman Financial#5270 · 5,189 sh | 5,189 | $1.5M | 0.83% | +1.4% |
| 5271 | Keystone Financial Services#5271 · 5,189 sh | 5,189 | $1.5M | 0.90% | -7.2% |
| 5272 | Walker Financial Services#5272 · 5,186 sh | 5,186 | $1.5M | 0.46% | -16.2% |
| 5273 | Innovative Wealth Building#5273 · 5,182 sh | 5,182 | $1.5M | 0.87% | +2.4% |
| 5274 | Highland Investment Advisors#5274 · 5,179 sh | 5,179 | $1.5M | 0.65% | — |
| 5275 | DiPaolo Financial Group#5275 · 5,164 sh | 5,164 | $1.5M | 0.98% | +10.7% |
| 5276 | L.K. Benson & Company, P.C.#5276 · 5,161 sh | 5,161 | $1.5M | 0.45% | +6.4% |
| 5277 | AJ Advisors#5277 · 5,157 sh | 5,157 | $1.5M | 0.46% | -1.0% |
| 5278 | Gilbert Capital Group#5278 · 5,155 sh | 5,155 | $1.5M | 1.04% | -5.6% |
| 5279 | Alexis Investment Partners#5279 · 5,294 sh | 5,294 | $1.5M | 0.87% | +3.4% |
| 5280 | Voya Financial Advisors#5280 · 5,288 sh | 5,288 | $1.5M | 0.13% | -19.9% |
| 5281 | TABR Capital Management#5281 · 5,142 sh | 5,142 | $1.5M | 1.27% | 0.0% |
| 5282 | Sankala Group#5282 · 4,802 sh | 4,802 | $1.5M | 0.99% | +4.0% |
| 5283 | Delta Wealth Advisors#5283 · 5,129 sh | 5,129 | $1.5M | 1.06% | -0.1% |
| 5284 | Balanced Rock Investment Advisors#5284 · 5,128 sh | 5,128 | $1.5M | 0.93% | +66.1% |
| 5285 | Polaris Investment Advisors#5285 · 5,127 sh | 5,127 | $1.5M | 0.95% | -5.5% |
| 5286 | FISCHER INVESTMENT STRATEGIES#5286 · 5,120 sh | 5,120 | $1.5M | 0.71% | +34.3% |
| 5287 | RF&L WEALTH MANAGEMENT#5287 · 5,105 sh | 5,105 | $1.5M | 1.00% | +7.8% |
| 5288 | Hummer Financial Advisory Services#5288 · 5,103 sh | 5,103 | $1.5M | 0.97% | 0.0% |
| 5289 | Mullooly Asset Management#5289 · 5,102 sh | 5,102 | $1.5M | 0.45% | +27.0% |
| 5290 | Keystone Financial Services#5290 · 5,094 sh | 5,094 | $1.5M | 0.38% | +2.3% |
| 5291 | Virginia Estate & Retirement Planning Advisors#5291 · 5,096 sh | 5,096 | $1.5M | 1.77% | -4.5% |
| 5292 | WJ Wealth Management#5292 · 5,086 sh | 5,086 | $1.5M | 0.58% | +0.7% |
| 5293 | Cynosure Management#5293 · 5,083 sh | 5,083 | $1.5M | 0.22% | -32.0% |
| 5294 | Prodigy Asset Management#5294 · 5,073 sh | 5,073 | $1.5M | 0.44% | 0.0% |
| 5295 | Burk#5295 · 5,073 sh | 5,073 | $1.5M | 0.54% | -2.6% |
| 5296 | Aureum Wealth Management#5296 · 5,066 sh | 5,066 | $1.5M | 0.91% | +3.5% |
| 5297 | Three Bearings Fiduciary Advisors#5297 · 5,060 sh | 5,060 | $1.5M | 1.31% | -1.3% |
| 5298 | Catalyst Capital Advisors#5298 · 5,058 sh | 5,058 | $1.5M | 0.02% | -15.8% |
| 5299 | MAD RIVER INVESTORS#5299 · 5,050 sh | 5,050 | $1.5M | 0.55% | -1.0% |
| 5300 | Spurstone Advisory Services#5300 · 4,954 sh | 4,954 | $1.5M | 19.92% | -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.