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Institutional Positioninggenerated Sep 28, 2026 10:42 UTC Apple Inc.AAPLTechnology · Consumer Electronics Institutional trendAdding Active managersAdding InsidersRoutine selling 0 purchases / 21 sales ConcentrationBroad Top 10: 31.7% Institutions holding6,471 Institutional ownership %66.49 Held by index funds54.6% of listed holders’ stake 6,471 institutions held 66.49% of shares in 2026Q2, up 582 holders and 6.13% in shares over four quarters; index funds held 54.6% of the institutional stake; insiders sold 115.28 million with no open-market purchases. confidencedata as of Sep 28, 2026 10:42 UTCfilings quarter 2026Q2 Apple's institutional ownership rose from 5,889 holders owning 61.65% of shares in 2025Q3 to 6,471 holders owning 66.49% in 2026Q2, a gain of 582 institutions and 6.13% in shares over four quarters. The top ten holders owned 31.7% of shares, with index funds accounting for 54.6% of the institutional stake. The three largest index funds—BlackRock, Vanguard Capital Management and State Street—held a combined 18.63%. Institutional shares rose 3.6% in 2025Q4, fell 1.48% in 2026Q1, then rose 3.99% in 2026Q2, reflecting both active decisions and mechanical index rebalancing. Active managers showed net buying: eight of the ten largest active moves were additions. Sixth Street Partners Management Company opened a 101.37 million share position, Franklin Resources added 20.6 million shares (up 42.38%), and FMR added 17.91 million shares (up 5.82%). Price T Rowe Associates cut 40.62 million shares (down 20.26%). Berkshire Hathaway held 227.92 million shares unchanged, representing 22.04% of its portfolio. Over 180 days, insiders sold 115.28 million with 21 sales by six sellers and no open-market purchases; the median seller sold 8.9% of the holdings shown in the filings. InsidersRoutine sellingConcentrationBroadActive managersAddingInstitutional trendAdding Apple's institutional ownership rose from 5,889 holders owning 61.65% of shares in 2025Q3 to 6,471 holders owning 66.49% in 2026Q2, a gain of 582 institutions and 6.13% in shares over four quarters. The top ten holders owned 31.7% of shares, with index funds accounting for 54.6% of the institutional stake. The three largest index funds—BlackRock, Vanguard Capital Management and State Street—held a combined 18.63%. Institutional shares rose 3.6% in 2025Q4, fell 1.48% in 2026Q1, then rose 3.99% in 2026Q2, reflecting both active decisions and mechanical index rebalancing. Institutional trend (4 quarters)Adding Holders from 5889 to 6471; 13F shares up in 2 and down in 1 of 3 quarters; net 6.13% Institutional holders increased from 5,889 to 6,471 over four quarters, and 13F shares rose 6.13% net, with gains in two quarters and a decline in one. The 2026Q2 quarter saw 2,792 holders increase positions and 2,968 reduce, with 213 new positions. Active managersAdding 8 of the 10 largest active moves were additions Eight of the ten largest active moves were additions. Sixth Street Partners Management Company opened a 101.37 million share position, Franklin Resources added 20.6 million shares, and FMR added 17.91 million shares. Price T Rowe Associates cut 40.62 million shares, the largest active reduction. Insiders (180 days)Routine selling 0 open-market purchases, 21 sales by 6 sellers; median seller sold 8.9% of their holdings Over 180 days, insiders filed 21 sales totaling 115.28 million and no open-market purchases. Six sellers sold a median 8.9% of the holdings shown in the filings; director Arthur Levinson sold 86.74 million (7.4% of his holdings), and officer Deirdre O'Brien sold 7.66 million (18% of her holdings). ConcentrationBroad Top 10 holders own 31.7%; index funds hold 54.6% of the listed holders’ stake The top ten holders owned 31.7% of shares, and index funds held 54.6% of the institutional stake. The three largest index funds—BlackRock, Vanguard Capital Management and State Street—held a combined 18.63%, indicating broad ownership with significant passive exposure. Key takeaways
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How to read this13F filings show what large investment managers held at the end of each quarter and are filed up to 45 days later, so the data describes the past quarter, not today. Index funds buy and sell to track their index, so their changes are shown separately from active managers. Insider figures cover open-market purchases and sales only, with the share of the holdings shown in each insider’s filings. Analyst ratings and targets are third-party data. Nothing here forecasts any share or puts a value on it. This report was generated by AI from the data sources listed above. It is research and education, not investment advice, and not a recommendation on any security. Insider transactions come directly from SEC Form 4 filings; 13F, congressional and analyst data come from regulatory filings and third parties as redistributed by licensed data providers, and can be revised or completed after publication. All commentary is AI-generated and may contain errors or omissions. |
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