Which funds own AAPL
Apple Inc in the Q2 2026 filings. 44 of the 94 managers on file reported a position, worth $375bn between them. A fifth of the managers on file hold it, which is a crowd without being the whole market. Buying and selling roughly cancelled this quarter, which is what a name looks like when the argument is still live.
- Managers holding
- 44
- of 94 on file
- Combined value
- $375bn
- as reported
- Opened
- 0
- new this quarter
- Added to
- 24
- already held
- Trimmed or sold out
- 22
- 5 sold out entirely
Every manager on file with a position
Largest first. Weight is the share of that manager’s whole reported book, which is the number worth quoting: $400m is a rounding error in one book and a defining bet in another.
| Manager | Value | Weight | Shares | Change on the quarter | Action |
|---|---|---|---|---|---|
| Fidelity (FMR LLC) Long-only · $2304bn book | $94.1bn | 4.1% | 325,348,754 | +$16.1bn+17,906,714 | Added |
| Berkshire Hathaway Inc Long-only · $299bn book | $66.0bn | 22% | 227,917,808 | +$8.1bn0 | Held |
| Invesco Ltd Long-only · $1264bn book | $54.4bn | 4.3% | 187,965,529 | +$35.9bn+115,074,631 | Added |
| T. Rowe Price Associates Inc Long-only · $999bn book | $46.2bn | 4.6% | 159,811,362 | -$4.6bn-40,615,258 | Trimmed |
| Wellington Management Group LLP Long-only · $580bn book | $17.2bn | 3.0% | 59,450,771 | +$698m-5,582,670 | Trimmed |
| Capital Research Global Investors Long-only · $717bn book | $17.2bn | 2.4% | 59,393,712 | +$935m-4,642,016 | Trimmed |
| Capital World Investors Long-only · $846bn book | $11.4bn | 1.3% | 39,344,907 | +$4.5bn+12,204,574 | Added |
| AllianceBernstein LP Long-only · $302bn book | $10.9bn | 3.6% | 43,033,436 | -$681m+355,963 | Added |
| MFS Investment Management Long-only · $315bn book | $8.9bn | 2.8% | 30,364,165 | +$1.1bn+47,023 | Added |
| Arrowstreet Capital LP Quantitative · $225bn book | $8.6bn | 3.8% | 29,889,028 | +$3.7bn+10,445,838 | Added |
| Janus Henderson Group Ltd Long-only · $209bn book · Q1 2026 filing | $6.8bn | 3.2% | 26,916,594 | -$600m-425,198 | Trimmed |
| Neuberger Berman Group LLC Long-only · $150bn book | $5.0bn | 3.3% | 17,364,966 | +$988m+1,463,068 | Added |
| AQR Capital Management LLC Quantitative · $287bn book | $5.0bn | 1.7% | 17,560,970 | +$1.4bn+2,967,013 | Added |
| Acadian Asset Management LLC Quantitative · $84.2bn book | $4.6bn | 5.5% | 15,872,551 | +$700m+532,379 | Added |
| Marshall Wace LLP Quantitative · $127bn book | $2.6bn | 2.1% | 9,084,303 | +$501m+701,204 | Added |
| Citadel Advisors LLC Multi-strategy · $875bn book | $2.1bn | 0.2% | 7,296,076 | +$788m+2,082,206 | Added |
| Man Group PLC Quantitative · $62.7bn book | $1.9bn | 3.0% | 6,606,605 | +$391m+613,568 | Added |
| Susquehanna International Group LLP Quantitative · $1284bn book | $1.9bn | 0.1% | 6,426,000 | +$881m+2,572,166 | Added |
| D. E. Shaw & Co. Quantitative · $210bn book | $1.6bn | 0.8% | 5,603,656 | -$153m-1,386,130 | Trimmed |
| Two Sigma Investments LP Quantitative · $138bn book | $1.2bn | 0.9% | 4,176,413 | -$300m-1,768,030 | Trimmed |
| Jane Street Group LLC Quantitative · $1206bn book | $1.1bn | 0.1% | 3,931,686 | +$976m+3,292,994 | Added |
| Woodline Partners LP Long/short equity · $32.4bn book | $928m | 2.9% | 3,205,348 | +$198m+329,129 | Added |
| Squarepoint Ops LLC Multi-strategy · $90.5bn book | $840m | 0.9% | 2,904,300 | +$161m+226,557 | Added |
| Baillie Gifford & Co Long-only · $110bn book | $509m | 0.5% | 1,760,591 | +$333m+1,064,500 | Added |
| ExodusPoint Capital Management LP Multi-strategy · $15.5bn book | $493m | 3.2% | 1,705,273 | +$454m+1,547,851 | Added |
| Renaissance Technologies LLC Quantitative · $72.6bn book | $459m | 0.6% | 1,586,526 | -$322m-1,489,112 | Trimmed |
| Balyasny Asset Management LLC Multi-strategy · $80.2bn book | $390m | 0.5% | 1,346,688 | -$203m-988,060 | Trimmed |
| Caxton Associates LLP Macro · $5.3bn book | $389m | 7.3% | 1,343,920 | +$258m+826,322 | Added |
| Markel Group Inc Activist · $13.1bn book | $355m | 2.7% | 1,227,290 | +$44m0 | Held |
| Artisan Partners LP Long-only · $63.1bn book | $188m | 0.3% | 650,501 | +$33m+37,675 | Added |
| Hudson Bay Capital Management LP Multi-strategy · $36.8bn book | $183m | 0.5% | 631,092 | -$335m-1,408,423 | Trimmed |
| Brevan Howard Capital Management LP Macro · $13.5bn book | $169m | 1.2% | 583,127 | +$130m+431,560 | Added |
| Soros Fund Management LLC Macro · $8.1bn book | $153m | 1.9% | 529,538 | +$26m+29,004 | Added |
| Walleye Capital LLC Multi-strategy · $28.0bn book | $146m | 0.5% | 505,052 | -$12m-117,448 | Trimmed |
| Rokos Capital Management LLP Macro · $26.8bn book | $136m | 0.5% | 468,632 | -$248m-1,044,112 | Trimmed |
| Bridgewater Associates LP Macro · $24.4bn book | $105m | 0.4% | 364,377 | -$38m-199,115 | Trimmed |
| Freestone Grove Partners LP Multi-strategy · $15.6bn book | $59m | 0.4% | 203,775 | +$41m+132,936 | Added |
| Harris Associates LP Activist · $75.4bn book | $38m | 0.1% | 131,305 | +$4.6m-236 | Trimmed |
| GAMCO Investors Inc Activist · $11.1bn book | $34m | 0.3% | 116,796 | +$3.1m-4,031 | Trimmed |
| Verition Fund Management LLC Multi-strategy · $19.7bn book | $30m | 0.2% | 104,619 | -$6.6m-40,801 | Trimmed |
| Whale Rock Capital Management LLC Long/short equity · $12.5bn book | $29m | 0.2% | 99,766 | +$4.3m+3,153 | Added |
| Dodge & Cox Activist · $191bn book | $9.1m | 0.0% | 31,382 | +$1.1m-225 | Trimmed |
| Polen Capital Management LLC Long-only · $11.6bn book | $800k | 0.0% | 2,892 | -$200k-1,160 | Trimmed |
| Ruane Cunniff & Goldfarb LP Activist · $6.4bn book | $300k | 0.0% | 961 | unchanged0 | Held |
Sold out of this quarter
Valued at what the position was worth in the previous filing, because by this one it is gone.
- Viking Global Investors LP · Long/short equity$912m held before
- Holocene Advisors LP · Long/short equity$633m held before
- Voloridge Investment Management LLC · Quantitative$367m held before
- Steadfast Capital Management LP · Long/short equity$28m held before
- Winton Group Ltd · Quantitative$3.3m held before
Reported as options rather than shares
A put or a call on a name is not a position in it, and the filing states the notional rather than what the option cost. These lines are listed apart for that reason and are not counted in anything above.
- Susquehanna International Group LLP · calls$12.5bn notional
- Jane Street Group LLC · calls$10.3bn notional
- Citadel Advisors LLC · calls$9.0bn notional
- Susquehanna International Group LLP · puts$7.9bn notional
- Citadel Advisors LLC · puts$6.2bn notional
- Jane Street Group LLC · puts$5.8bn notional
- Millennium Management LLC · puts$2.6bn notional
- Millennium Management LLC · calls$1.4bn notional
- Balyasny Asset Management LLC · puts$1.1bn notional
- Eisler Capital Management Ltd · puts$1.0bn notional
- Rokos Capital Management LLP · calls$469m notional
- ExodusPoint Capital Management LP · puts$434m notional
- D. E. Shaw & Co. · calls$361m notional
- Squarepoint Ops LLC · calls$354m notional
- Man Group PLC · calls$320m notional
- Man Group PLC · puts$320m notional
- Appaloosa LP · puts$242m notional
- Eisler Capital Management Ltd · calls$224m notional
- Hudson Bay Capital Management LP · puts$221m notional
- Tudor Investment Corp · calls$194m notional
- Hudson Bay Capital Management LP · calls$169m notional
- Tudor Investment Corp · puts$150m notional
- Squarepoint Ops LLC · puts$147m notional
- Point72 Asset Management LP · calls$142m notional
- Artisan Partners LP · calls$131m notional
- Point72 Asset Management LP · puts$109m notional
- Balyasny Asset Management LLC · calls$105m notional
- Schonfeld Strategic Advisors LLC · calls$96m notional
- Verition Fund Management LLC · puts$48m notional
- Brevan Howard Capital Management LP · calls$39m notional
- Walleye Capital LLC · calls$34m notional
- Brevan Howard Capital Management LP · puts$30m notional
What AAPL is worth
Knowing who owns it is half the question. The other half is what it is worth against the companies it trades beside, which is the one an interviewer will follow up with.
Build the comp set around AAPL →How much of the picture this is
A Form 13F reports US-listed long equity and nothing else: no shorts, no bonds, no cash and no non-US listings. It arrives forty-five days after the quarter ends, so a manager who sold in July still shows the position in a filing published in August. This page reads the managers on file here rather than every filer in the market, and each manager’s largest positions rather than the whole table, so a small position in a very large book may not appear. Say “their last filing showed” rather than “they own”, and the distinction will do you credit.
What to do with a name the funds are buying
Knowing who owns something is the start of a pitch, not the pitch. The next questions are what it is worth and why they were buying.
Company names, tickers and logos are the trademarks of their respective owners and appear here to identify the company whose public figures are being used. L3VLUP is not affiliated with, sponsored by or endorsed by any company shown, and nothing here is a statement by or about that company. More
The holdings, every quarter, and the week between
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