DaveManuel.com · Institutional Ownership · Who Owns It
APPLE INC (AAPL)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
6,192
Reporting holders
$2.9T
Reported value
66.5%
Of shares outstanding
2.5%
Calls
2.1%
Puts
+23
Holder change
Institutions report 9,707,402,090 shares against 14,594,180,000 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $337.0B incl. $480.7M options CALL | 1,162,996,939 | 5.01% | 8q | +1.6%+$5.3B |
| VANGUARD CAPITAL MANAGEMENT LLC | $277.5B | 959,107,911 | 5.93% | 2q | +0.6%+$1.5B |
| STATE STREET CORP | $178.0B | 615,129,929 | 5.26% | 31q | +2.1%+$3.7B |
| GEODE CAPITAL MANAGEMENT, LLC | $107.2B | 371,336,543 | 5.72% | 31q | +0.7%+$784.9M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $96.7B | 334,119,156 | 4.36% | 2q | +0.8%+$776.1M |
| FMR LLC | $94.1B | 325,348,754 | 4.09% | 31q | +5.8%+$5.2B |
| MORGAN STANLEY | $70.2B | 242,614,238 | 3.71% | 35q | -0.8%-$538.3M |
| JPMORGAN CHASE & CO | $68.4B incl. $4.0B options CALL+PUT | 228,762,008 | 3.79% | 31q | -1.2%-$855.4M |
| Berkshire Hathaway Inc | $66.0B | 227,917,808 | 22.04% | 31q | HELD |
| NORGES BANK | $55.2B | 190,726,866 | 5.50% | 32q | -0.8%-$442.2M |
| Invesco Ltd. | $54.4B | 187,965,529 | 4.30% | 31q | +1.9%+$1.0B |
| PRICE T ROWE ASSOCIATES INC /MD/ | $46.2B | 159,811,362 | 4.63% | 31q | -20.3%-$11.8B |
| NORTHERN TRUST CORP | $45.7B | 157,785,381 | 5.31% | 31q | -0.9%-$428.3M |
| GOLDMAN SACHS GROUP INC | $39.4B incl. $7.1B options CALL+PUT | 111,744,105 | 3.43% | 31q | +4.8%+$1.8B |
| BANK OF AMERICA CORP /DE/ | $37.0B | 127,820,329 | 2.38% | 31q | +5.9%+$2.1B |
| Legal & General Group Plc | $30.4B | 105,208,881 | 6.35% | 31q | -2.7%-$844.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $30.1B | 104,001,309 | 5.47% | 31q | -1.4%-$436.8M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $29.3B | 101,374,121 | 3.90% | 31q | -0.9%-$280.9M |
| Bank of New York Mellon Corp | $25.6B incl. $6.0M options PUT | 88,383,551 | 4.20% | 31q | -4.0%-$1.1B |
| VANGUARD FIDUCIARY TRUST CO | $24.2B | 83,474,159 | 5.32% | 2q | -0.9%-$208.5M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $22.2B incl. $20.3B options CALL+PUT | 6,426,000 | 1.73% | 31q | +66.7%+$8.9B |
| Nuveen, LLC | $21.7B | 74,873,332 | 5.17% | 6q | -4.6%-$1.1B |
| Amundi | $20.5B | 70,758,208 | 4.93% | 21q | -3.2%-$672.6M |
| FRANKLIN RESOURCES INC | $20.0B | 69,201,134 | 4.34% | 31q | +42.4%+$6.0B |
| ROYAL BANK OF CANADA | $20.0B incl. $1.1B options CALL+PUT | 65,402,666 | 2.98% | 31q | -2.3%-$477.5M |
| UBS Group AG | $19.2B incl. $4.2B options CALL+PUT | 51,802,076 | 2.44% | 31q | +3.6%+$662.5M |
| WELLS FARGO & COMPANY/MN | $18.1B incl. $757.0M options CALL+PUT | 59,910,539 | 2.93% | 31q | +2.0%+$354.6M |
| CITADEL ADVISORS LLC | $17.4B incl. $15.3B options CALL+PUT | 7,296,076 | 1.99% | 31q | +39.9%+$5.0B |
| JANE STREET GROUP, LLC | $17.3B incl. $16.1B options CALL+PUT | 3,931,686 | 1.43% | 31q | +515.6%+$14.5B |
| DIMENSIONAL FUND ADVISORS LP | $17.2B | 59,504,383 | 3.12% | 31q | +1.6%+$275.0M |
| WELLINGTON MANAGEMENT GROUP LLP | $17.2B incl. $493.9K options CALL | 59,450,771 | 2.97% | 31q | -8.6%-$1.6B |
| Capital Research Global Investors | $17.2B | 59,393,712 | 2.40% | 31q | -7.2%-$1.3B |
| Fisher Asset Management, LLC | $16.7B | 57,610,104 | 4.96% | 31q | +2.1%+$341.4M |
| AMERIPRISE FINANCIAL INC | $14.9B | 51,325,640 | 3.00% | 31q | +10.6%+$1.4B |
| DEUTSCHE BANK AG\ | $13.7B | 47,201,961 | 3.97% | 34q | +1.4%+$184.5M |
| CITIGROUP INC | $12.1B incl. $4.8B options CALL+PUT | 25,292,659 | 4.00% | 31q | +13.6%+$1.4B |
| Swiss National Bank | $12.0B | 41,407,648 | 6.26% | 31q | -4.0%-$499.8M |
| HSBC HOLDINGS PLC | $11.8B incl. $726.8M options CALL+PUT | 38,131,656 | 4.91% | 31q | +7.8%+$851.8M |
| Capital World Investors | $11.4B | 39,344,907 | 1.34% | 31q | +45.0%+$3.5B |
| Assenagon Asset Management S.A. | $11.3B incl. $2.3B options CALL+PUT | 30,823,432 | 7.02% | 29q | +86.3%+$5.2B |
| BARCLAYS PLC | $10.9B incl. $2.1B options CALL+PUT | 30,484,239 | 2.10% | 31q | -16.0%-$2.1B |
| ALLIANCEBERNSTEIN L.P. | $10.9B | 43,033,436 | 3.61% | 31q | +0.8%+$90.3M |
| Capital International Investors | $10.8B | 37,238,709 | 2.23% | 31q | +2.6%+$272.5M |
| Mitsubishi UFJ Asset Management Co., Ltd. | $10.6B | 36,594,139 | 5.87% | 31q | +7.8%+$764.7M |
| Sumitomo Mitsui Trust Group, Inc. | $9.6B | 33,282,687 | 5.50% | 31q | HELD |
| JENNISON ASSOCIATES LLC | $9.5B | 32,780,769 | 5.69% | 31q | -2.4%-$234.0M |
| Vanguard Global Advisers, LLC | $9.2B | 31,661,076 | 4.27% | 2q | -1.3%-$125.2M |
| National Pension Service | $9.1B | 31,517,924 | 5.88% | 31q | +1.6%+$144.2M |
| RAYMOND JAMES FINANCIAL INC | $9.0B incl. $10.2M options CALL+PUT | 30,920,718 | 2.43% | 7q | +2.6%+$226.7M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $8.9B | 30,364,165 | 2.83% | 31q | HELD |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $8.6B | 29,889,028 | 3.84% | 31q | +53.7%+$3.0B |
| California Public Employees Retirement System | $8.6B | 29,642,254 | 4.84% | 31q | -21.4%-$2.3B |
| IMC-Chicago, LLC | $8.5B incl. $8.3B options CALL+PUT | 842,877 | 2.03% | 19q | +9500.0%+$8.4B |
| VANGUARD ASSET MANAGEMENT, Ltd | $8.2B | 28,187,226 | 5.51% | 2q | +12.5%+$908.5M |
| BANK OF MONTREAL /CAN/ | $8.1B incl. $343.3M options CALL+PUT | 26,736,492 | 2.66% | 31q | -2.0%-$165.8M |
| H&H International Investment, LLC | $7.8B | 27,098,707 | 41.05% | 31q | -6.4%-$534.4M |
| CANADA PENSION PLAN INVESTMENT BOARD | $7.7B | 26,489,978 | 4.24% | 31q | +2.9%+$212.7M |
| RHUMBLINE ADVISERS | $7.3B | 25,077,756 | 5.47% | 31q | -2.9%-$214.4M |
| LPL Financial LLC | $7.0B incl. $13.5M options CALL+PUT | 24,255,694 | 1.58% | 31q | +2.4%+$162.4M |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | $6.8B | 23,361,177 | 4.63% | 31q | -0.6%-$39.3M |
| SG Americas Securities, LLC | $6.7B incl. $33.5M options CALL+PUT | 23,158,850 | 3.77% | 31q | +232.5%+$4.7B |
| NORDEA INVESTMENT MANAGEMENT AB | $6.6B | 23,171,514 | 5.42% | 31q | +1.5%+$97.4M |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $6.4B | 22,278,223 | 5.94% | 31q | HELD |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | $6.3B incl. $151.2M options CALL | 21,389,628 | 4.86% | 32q | HELD |
| PRINCIPAL FINANCIAL GROUP INC | $6.2B | 21,451,663 | 3.05% | 31q | +0.5%+$31.5M |
| CTC LLC | $6.2B incl. $6.1B options CALL+PUT | 185,934 | 1.95% | 14q | +326.2%+$4.7B |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $6.0B | 20,750,612 | 4.26% | 31q | +4.1%+$237.5M |
| Swedbank AB | $5.9B | 20,218,567 | 5.04% | 21q | +4.0%+$224.4M |
| AMERICAN CENTURY COMPANIES INC | $5.5B | 19,112,405 | 2.44% | 31q | -24.2%-$1.8B |
| BNP PARIBAS FINANCIAL MARKETS | $5.5B incl. $2.4B options CALL+PUT | 10,796,101 | 1.91% | 31q | -7.4%-$442.4M |
| PNC Financial Services Group, Inc. | $5.4B | 18,799,774 | 2.70% | 31q | -0.9%-$48.4M |
| VICTORY CAPITAL MANAGEMENT INC | $5.4B | 18,748,292 | 3.04% | 31q | HELD |
| Jupiter Topco LLC | $5.4B | 18,591,210 | 2.19% | new | FIRST |
| Mariner, LLC | $5.2B | 18,017,024 | 5.48% | 31q | +1.8%+$93.1M |
| NATIONAL BANK OF CANADA /FI/ | $5.2B incl. $1.5B options CALL+PUT | 12,865,989 | 3.70% | 19q | -28.5%-$2.1B |
| NEUBERGER BERMAN GROUP LLC | $5.0B incl. $7.7M options PUT | 17,364,966 | 3.34% | 31q | +9.2%+$423.9M |
| AQR CAPITAL MANAGEMENT LLC | $5.0B | 17,560,970 | 1.75% | 31q | +20.3%+$846.5M |
| Aberdeen Group plc | $4.9B | 16,875,873 | 6.86% | 31q | +1.3%+$62.5M |
| Russell Investments Group, Ltd. | $4.8B | 16,687,359 | 4.22% | 31q | +6.2%+$281.0M |
| NEW YORK STATE COMMON RETIREMENT FUND | $4.8B | 16,444,386 | 6.00% | 31q | -3.7%-$184.6M |
| ACADIAN ASSET MANAGEMENT LLC | $4.6B | 15,872,551 | 5.45% | 25q | +3.5%+$154.0M |
| Allianz Asset Management GmbH | $4.6B incl. $370.1M options CALL+PUT | 14,544,356 | 3.72% | 40q | +14.1%+$567.4M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $4.3B | 15,014,568 | 4.35% | 31q | +0.8%+$34.8M |
| Optiver Holding B.V. | $4.3B incl. $4.1B options CALL+PUT | 697,822 | 1.16% | 22q | +62317.0%+$4.3B |
| Robeco Institutional Asset Management B.V. | $4.3B | 14,715,259 | 5.23% | 38q | +2.8%+$117.0M |
| MILLENNIUM MANAGEMENT LLC | $4.3B incl. $4.0B options CALL+PUT | 756,799 | 1.54% | 31q | -83.8%-$22.0B |
| SIMPLEX TRADING, LLC | $4.2B incl. $4.1B options CALL+PUT | 259,549 | 2.44% | 31q | +552.4%+$3.5B |
| Clearbridge Investments, LLC | $4.1B | 14,212,249 | 3.40% | 31q | +8.2%+$313.1M |
| Fayez Sarofim & Co | $4.1B | 14,030,274 | 9.54% | 31q | +1.1%+$43.0M |
| Quantinno Capital Management LP | $4.1B incl. $5.7M options PUT | 13,982,463 | 4.86% | 19q | +18.9%+$643.6M |
| ENVESTNET ASSET MANAGEMENT INC | $4.0B | 13,977,671 | 0.95% | 31q | +4.9%+$189.2M |
| AVIVA PLC | $3.8B | 13,269,147 | 5.65% | 31q | +0.5%+$20.0M |
| PRUDENTIAL FINANCIAL INC | $3.8B | 13,143,189 | 4.14% | 34q | -1.1%-$42.1M |
| TD Asset Management Inc | $3.8B | 13,070,012 | 3.28% | 31q | -20.2%-$956.4M |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $3.8B | 12,992,154 | 5.27% | 31q | HELD |
| VOYA INVESTMENT MANAGEMENT LLC | $3.7B | 12,685,025 | 3.17% | 31q | -19.4%-$883.8M |
| CIBC Bancorp USA Inc. | $3.6B | 12,434,859 | 4.38% | 3q | -8.7%-$343.9M |
| Creative Planning | $3.6B incl. $189.0K options CALL+PUT | 12,407,426 | 2.10% | 31q | +2.3%+$80.5M |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $3.6B | 12,353,067 | 5.93% | 31q | -2.7%-$100.5M |
| CANADA LIFE ASSURANCE Co | $3.5B | 11,954,682 | 5.50% | 29q | -0.8%-$28.9M |
Showing the largest 100 of 6,194 reported holders. The count of 6,192 above leaves out 2 positions whose reported value failed our price check; they are listed here as filed.
Q2 2026 in brief
In Q2 2026, 6,192 managers that file Form 13F reported holding Apple Inc (AAPL), $2.9T in all, or about 66% of the shares outstanding. 199 managers opened a position and 176 sold out completely, against 6,169 holders the quarter before. Largest holders: Blackrock, Inc., Vanguard Capital Management Llc and State Street Corp. Largest new positions: National Bank Of Canada /Fi/ ($889.5M), Gqg Partners Llc ($372.2M) and Crake Asset Management Llp ($257.5M).
Q2 2026 is the latest quarter whose 13F deadline has passed. A 13F shows long US stock positions at quarter end, filed up to 45 days later; an adviser and a sub-adviser can both report the same shares.
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-09-01 | 2026-04-17 | Directors or officers departed or appointed | filing |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-10-02 | COOK TIMOTHY D | Executive Chair | Sold | 191,753 | $63.8M ×4 |
| 2026-05-27 | LEVINSON ARTHUR D | Director | Sold | 50,000 | $15.6M |
| 2026-10-02 | O'BRIEN DEIRDRE | Senior Vice President | Sold | 46,389 | $15.5M ×2 |
| 2026-10-02 | Ternus John | CEO | Sold | 25,412 | $8.5M ×4 |
| 2026-10-13 | Newstead Jennifer | SVP, GC and Government Affairs | Sold | 2,399 | $827.7K |
| 2026-10-27 | Newstead Jennifer | SVP, GC and Government Affairs | Sold | 2,399 | $823.7K |
| 2026-09-22 | Newstead Jennifer | SVP, GC and Government Affairs | Sold | 2,399 | $815.8K |
| 2026-10-20 | Newstead Jennifer | SVP, GC and Government Affairs | Sold | 2,399 | $814.7K |
| 2026-09-29 | Newstead Jennifer | SVP, GC and Government Affairs | Sold | 2,399 | $806.5K |
| 2026-10-06 | Newstead Jennifer | SVP, GC and Government Affairs | Sold | 2,399 | $796.5K |
| 2026-10-16 | Parekh Kevan | Senior Vice President, CFO | Sold | 1,392 | $480.3K ×5 |
| 2026-09-15 | Newstead Jennifer | SVP, GC and Government Affairs | Sold | 1,438 | $474.8K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 2,772 | $159.5B | 475,846,564 | 33 | 879 | 1,230 | 1.0% |
| Q2 2026 | 6,192 | $2.9T | 9,707,402,090 | 108 | 2,206 | 2,534 | 4.6% |
| Q1 2026 | 6,169 | $2.5T | 9,454,380,024 | 108 | 2,094 | 2,654 | 4.0% |
| Q4 2025 | 6,178 | $2.8T | 9,690,596,972 | 109 | 1,795 | 2,591 | 4.5% |
| Q3 2025 | 5,651 | $2.5T | 9,464,140,294 | 125 | 1,973 | 2,375 | 5.2% |
| Q2 2025 | 5,642 | $2.0T | 9,477,026,133 | 127 | 1,876 | 2,531 | 4.1% |
| Q1 2025 | 5,645 | $2.2T | 9,380,581,548 | 101 | 1,745 | 2,754 | 4.1% |
| Q4 2024 | 5,720 | $2.5T | 9,575,219,510 | 109 | 1,688 | 2,303 | 5.2% |
| Q3 2024 | 5,142 | $2.4T | 9,587,627,662 | 90 | 1,662 | 2,276 | 5.2% |
| Q2 2024 | 5,173 | $2.1T | 9,624,841,845 | 190 | 1,934 | 2,018 | 5.1% |
| Q1 2024 | 5,055 | $1.8T | 9,926,898,914 | 127 | 1,713 | 2,273 | 4.4% |
| Q4 2023 | 5,025 | $2.0T | 9,720,187,220 | 100 | 1,446 | 2,159 | 5.3% |
| Q3 2023 | 4,648 | $1.7T | 9,406,519,185 | 111 | 1,452 | 2,026 | 5.6% |
| Q2 2023 | 4,637 | $1.9T | 9,392,969,232 | 122 | 1,293 | 2,259 | 5.6% |
| Q1 2023 | 4,570 | $1.7T | 9,689,214,621 | 108 | 1,422 | 2,059 | 4.9% |
| Q4 2022 | 4,601 | $1.3T | 9,602,580,915 | 104 | 1,212 | 2,160 | 5.1% |
| Q3 2022 | 4,341 | $4.9T | 40,649,025,575 | 103 | 1,322 | 1,859 | 2.2% |
| Q2 2022 | 4,360 | $5.0T | 45,653,817,029 | 89 | 1,444 | 1,869 | 1.7% |
| Q1 2022 | 4,408 | $5.9T | 40,273,823,172 | 107 | 1,418 | 2,028 | 1.8% |
| Q4 2021 | 4,408 | $6.0T | 39,309,285,231 | 122 | 1,288 | 1,703 | 2.3% |
| Q3 2021 | 3,864 | $4.9T | 39,379,967,700 | 70 | 1,306 | 1,604 | 1.9% |
| Q2 2021 | 3,886 | $4.4T | 57,572,498,022 | 107 | 1,378 | 1,557 | 1.9% |
| Q1 2021 | 3,844 | $4.3T | 47,421,191,043 | 96 | 1,325 | 1,748 | 1.8% |
| Q4 2020 | 3,852 | $4.7T | 37,656,763,982 | 101 | 1,202 | 1,607 | 2.5% |
| Q3 2020 | 3,468 | $4.3T | 54,614,300,887 | 112 | 947 | 2,007 | 2.2% |
| Q2 2020 | 3,433 | $3.5T | 14,123,760,924 | 148 | 1,082 | 1,655 | 1.6% |
| Q1 2020 | 3,363 | $2.9T | 14,599,251,980 | 127 | 1,098 | 1,750 | 1.6% |
| Q4 2019 | 3,385 | $3.0T | 10,976,693,923 | 105 | 791 | 1,656 | 2.4% |
| Q3 2019 | 3,050 | $2.4T | 13,002,803,598 | 91 | 911 | 1,407 | 1.8% |
| Q2 2019 | 3,041 | $2.1T | 13,774,389,830 | 101 | 932 | 1,418 | 2.5% |
| Q1 2019 | 3,055 | $2.3T | 13,404,877,333 | 113 | 1,215 | 1,221 | 5.1% |
| Q4 2018 | 3,062 | $2.3T | 15,598,547,589 | 19 | 50 | 52 | 3.9% |