Which funds own AAPL
Apple Inc in the Q2 2026 filings. At least 44 of the 91 current managers on file reported a position, worth $373bn between them. At least a fifth of the current 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
- at least, of 91 current
- Combined value
- $373bn
- as reported
- Opened
- 0
- new this quarter
- Added to
- 24
- already held
- Trimmed or sold out
- 22
- 5 sold out entirely
Only each manager’s largest 200 positions are listed here, so a smaller holder may be missing.
Managers reporting 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 | +$7.6bn+3,463,897 | 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 · $245bn book | $5.4bn | 2.2% | 18,591,210 | -$1.4bn-8,325,384 | 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 Value · $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 Value · $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 Value · $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
Ownership through time
At least 48 of the 95 managers whose filings are on file listed AAPL in Q2 2026, against 38 in Q2 2013. 5 managers fewer than in Q1 2026: 4 sold out, by their own filings; 1 no longer listed it among the positions read, which can mean a holding below the listed range, a filing that reported no holdings, or a filing not yet made.
Each manager’s largest 500 positions a quarter are read, so a small holding in a very large book can be missing, and a manager is counted as leaving only where its own filing shows it.
- Q2 2013: 38
- Q3 2013: 37
- Q4 2013: 41
- Q1 2014: 38
- Q2 2014: 44
- Q3 2014: 44
- Q4 2014: 43
- Q1 2015: 43
- Q2 2015: 45
- Q3 2015: 42
- Q4 2015: 44
- Q1 2016: 48
- Q2 2016: 45
- Q3 2016: 46
- Q4 2016: 40
- Q1 2017: 46
- Q2 2017: 46
- Q3 2017: 45
- Q4 2017: 44
- Q1 2018: 39
- Q2 2018: 41
- Q3 2018: 46
- Q4 2018: 43
- Q1 2019: 36
- Q2 2019: 39
- Q3 2019: 42
- Q4 2019: 40
- Q1 2020: 43
- Q2 2020: 43
- Q3 2020: 40
- Q4 2020: 48
- Q1 2021: 45
- Q2 2021: 43
- Q3 2021: 38
- Q4 2021: 43
- Q1 2022: 41
- Q2 2022: 42
- Q3 2022: 36
- Q4 2022: 39
- Q1 2023: 42
- Q2 2023: 43
- Q3 2023: 42
- Q4 2023: 43
- Q1 2024: 46
- Q2 2024: 56
- Q3 2024: 50
- Q4 2024: 51
- Q1 2025: 49
- Q2 2025: 50
- Q3 2025: 50
- Q4 2025: 51
- Q1 2026: 53
- Q2 2026: 48
- Q2 2013: $36.1bn
- Q3 2013: $44.2bn
- Q4 2013: $53.2bn
- Q1 2014: $47.9bn
- Q2 2014: $63.2bn
- Q3 2014: $61.6bn
- Q4 2014: $58.7bn
- Q1 2015: $64.2bn
- Q2 2015: $63.3bn
- Q3 2015: $55.8bn
- Q4 2015: $52.0bn
- Q1 2016: $47.5bn
- Q2 2016: $40.6bn
- Q3 2016: $55.0bn
- Q4 2016: $59.7bn
- Q1 2017: $87.9bn
- Q2 2017: $88.8bn
- Q3 2017: $93.5bn
- Q4 2017: $101bn
- Q1 2018: $93.2bn
- Q2 2018: $102bn
- Q3 2018: $126bn
- Q4 2018: $87.9bn
- Q1 2019: $98.9bn
- Q2 2019: $103bn
- Q3 2019: $114bn
- Q4 2019: $148bn
- Q1 2020: $132bn
- Q2 2020: $190bn
- Q3 2020: $229bn
- Q4 2020: $256bn
- Q1 2021: $224bn
- Q2 2021: $247bn
- Q3 2021: $252bn
- Q4 2021: $330bn
- Q1 2022: $326bn
- Q2 2022: $253bn
- Q3 2022: $255bn
- Q4 2022: $234bn
- Q1 2023: $298bn
- Q2 2023: $356bn
- Q3 2023: $309bn
- Q4 2023: $346bn
- Q1 2024: $287bn
- Q2 2024: $316bn
- Q3 2024: $323bn
- Q4 2024: $333bn
- Q1 2025: $285bn
- Q2 2025: $248bn
- Q3 2025: $305bn
- Q4 2025: $355bn
- Q1 2026: $334bn
- Q2 2026: $373bn
Between the quarter ends of Q1 2026 and Q2 2026. Each change in shares is valued at the Q2 2026 price, so the price’s own move is left out; a 13F shows the two quarter ends, not when in between anything was bought or sold.
Started in Q2 2026
No manager on file started a position.
Largest increases, by shares
- Fidelity (FMR LLC)307,442,040 to 325,348,754 shares+$5.2bn
- Capital World Investors27,140,333 to 39,344,907 shares+$3.5bn
- Arrowstreet Capital LP19,443,190 to 29,889,028 shares+$3.0bn
- Invesco Ltd184,501,632 to 187,965,529 shares+$1.0bn
- Jane Street Group LLC638,692 to 3,931,686 shares+$953m
Largest decreases, by shares
- T. Rowe Price Associates Inc200,426,620 to 159,811,362 shares-$11.8bn
- Janus Henderson Group Ltd26,916,594 to 18,591,210 shares-$2.4bn
- Wellington Management Group LLP65,033,441 to 59,450,771 shares-$1.6bn
- Capital Research Global Investors64,035,728 to 59,393,712 shares-$1.3bn
- Millennium Management LLC4,668,333 to 756,799 shares-$1.1bn
Left it
- Viking Global Investors LPwas $912m
- Holocene Advisors LPwas $633m
- Voloridge Investment Management LLCwas $367m
- Steadfast Capital Management LPwas $28m
| Manager | Value over time | First listed | Largest | Q2 2026 |
|---|---|---|---|---|
| Fidelity (FMR LLC) | Q2 2013 | $94.1bn | $94.1bn | |
| Berkshire Hathaway Inc | Q1 2016 | $178bn | $66.0bn | |
| Invesco Ltd | Q2 2013 | $54.4bn | $54.4bn | |
| T. Rowe Price Associates Inc | Q2 2013 | $55.3bn | $46.2bn | |
| Wellington Management Group LLP | Q2 2013 | $22.5bn | $17.2bn | |
| Capital Research Global Investors | Q2 2013 | $18.1bn | $17.2bn | |
| Capital World Investors | Q2 2013 | $11.4bn | $11.4bn | |
| AllianceBernstein LP | Q2 2013 | $11.6bn | $10.9bn | |
| MFS Investment Management | Q2 2013 | $8.9bn | $8.9bn | |
| Arrowstreet Capital LP | Q1 2017 | $8.6bn | $8.6bn | |
| Janus Henderson Group Ltd | Q2 2013 | $10.5bn | $5.4bn | |
| Neuberger Berman Group LLC | Q2 2013 | $5.0bn | $5.0bn | |
| AQR Capital Management LLC | Q2 2013 | $5.0bn | $5.0bn | |
| Acadian Asset Management LLC | Q3 2013 | $4.6bn | $4.6bn | |
| Marshall Wace LLP | Q1 2014 | $3.4bn | $2.6bn | |
| Carl C. Icahn | Q3 2013 | $5.8bn | last listed Q4 2015 | |
| Two Sigma Advisers LP | Q3 2013 | $1.6bn | last listed Q4 2025 | |
| Viking Global Investors LP | Q2 2013 | $1.1bn | last listed Q1 2026 | |
| Tiger Global Management LLC | Q4 2015 | $1.1bn | last listed Q1 2023 | |
| Coatue Management LLC | Q2 2013 | $1.1bn | last listed Q4 2023 | |
| Discovery Capital Management LLC | Q2 2013 | $878m | last listed Q4 2016 | |
| Lone Pine Capital LLC | Q4 2014 | $851m | last listed Q1 2015 | |
| Holocene Advisors LP | Q2 2018 | $797m | last listed Q1 2026 | |
| Appaloosa LP | Q3 2016 | $776m | last listed Q2 2023 | |
| Voloridge Investment Management LLC | Q4 2016 | $522m | last listed Q1 2026 |
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
- 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
- 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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