13F stock ownership research
APPLE INC (AAPL) institutional holdings and quarterly fund activity
This reverse-ownership view starts with AAPL and shows every matching position in SnowballHare's tracked 13F manager universe. It connects holder-level changes with four-quarter history and company research without presenting delayed filings as live ownership.
Deterministic analysis from filing data
The latest institutional read on AAPL
Institutional positioning in AAPL is visible through the named holders. 2 active managers reported $58.0B in aggregate value. Berkshire Hathaway is the largest tracked holder. The sample is too small for a broad concentration reading.
The quarter's holder activity is clearest in the largest changes. Soros Fund Management made the largest measured share-count move at +20.3%. These filings describe quarter-end positions and do not confirm what managers held after the reporting date.
The four-quarter series puts the latest holder count in context. Holder count is below the trailing average of 2.3. Aggregate value also moves with quarter-end share prices, so dollar changes do not measure active buying by themselves.
The final cross-check is to compare AAPL with similar company pages. Related ownership pages include MSFT, AMD, NVDA. Return to AAPL stock research for financial statements, earnings, and company risks.
Current 13F snapshot
All institutional holders
Every row below links to the manager's full portfolio page. The table contains 2 current or exited observations for AAPL, ordered by reported market value.
| Holder | Shares | Reported value | Portfolio weight | Share change | Status |
|---|---|---|---|---|---|
| Berkshire Hathaway2026-03-31 | 227,917,808 | $57.84B | 21.99% | 0.0% | Unchanged |
| Soros Fund Management2026-03-31 | 500,534 | $127.03M | 1.39% | +20.3% | Increased |
Quarter-over-quarter activity
Holder changes
New holders 0
- No matching holder in the current tracked quarter.
Increased 1
- Soros Fund Management$127.03M · +20.3%
Reduced 0
- No matching holder in the current tracked quarter.
Exited holders 0
- No matching holder in the current tracked quarter.
Manager universe
Holder type breakdown
Holder types are a deterministic classification of SnowballHare's small tracked-manager universe, not an SEC legal category. The breakdown helps distinguish concentrated investment firms from diversified institutions and family-office style portfolios.
Rolling filing history
Last 4 quarters
Quarterly totals aggregate only managers with a tracked filing for the period. A change can reflect buying or selling, stock-price movement, a new manager entering the dataset, or a missing comparable filing.
| Quarter | Holders | Reported value | Shares | New | Exits |
|---|---|---|---|---|---|
| 2026-03-31 | 2 | $57.97B | 228,418,342 | 0 | 0 |
| 2025-12-31 | 2 | $62.07B | 228,334,047 | 0 | 0 |
| 2025-09-30 | 2 | $60.75B | 238,562,500 | 0 | 0 |
| 2025-06-30 | 2 | $57.51B | 280,296,131 | 0 | 1 |
Technology
How AAPL compares
- Holders
- 6
- Value
- $4.05B
- Top 5
- 99.9%
- Holders
- 3
- Value
- $603.96M
- Top 5
- 100.0%
- Holders
- 6
- Value
- $3.86B
- Top 5
- 99.3%
Peer pages are selected from the same sector and similar reported company scale when data is available. Compare holder count and concentration, but remember that the same limited manager universe can have very different relevance for different stocks.
Filing interpretation
Common questions about AAPL institutional ownership
Who is the largest tracked institutional holder of AAPL?
Berkshire Hathaway is the largest active holder in the current AAPL sample, reporting $57.8B. The AAPL holder table ranks every matched manager.
Which institution increased its AAPL position the most?
Soros Fund Management recorded the largest increase or new position by reported value in the current cycle. Its row appears in the AAPL change section.
Which institution reduced or exited AAPL most significantly?
The current sample does not contain a reduction or exit in AAPL. The AAPL holder changes separates those actions when reported.
Did new holders enter or existing holders exit AAPL?
No new AAPL holder entered the tracked sample. No tracked AAPL holder exited. Named managers are shown in the AAPL activity grid.
How concentrated is tracked ownership in AAPL?
The AAPL sample contains too few active managers for a broad concentration conclusion. The AAPL holder table shows the named positions that are available.
How has tracked ownership in AAPL changed across four quarters?
The latest cycle has 2 active holders versus 3 in the oldest displayed comparison quarter. The AAPL four-quarter series separates holder count, shares, and reported value.
What company evidence should be checked alongside AAPL's 13F changes?
Use the AAPL stock research page to compare institutional moves with revenue, margins, cash flow, insider filings, earnings, and company risks. A delayed ownership filing should not override newer operating evidence.
Primary-source record
Sources and methodology
Source: SEC EDGAR 13F-HR information tables for the managers SnowballHare currently tracks. Rows are aggregated by manager and ticker, then compared with the prior available filing. The dataset is delayed, partial, and historical by design.
Disclaimer: Historical filing data is not investment advice. Check material facts against original SEC records before acting.