Stocklore

Apple Inc. (AAPL)

IT Hardware · US stock

What changed in recent filings

  • Revenue +16% YoYQuarter ended Jun 27, 2026
  • Institutions — 8 new · 2 added · 2 reduced13F · as of end of 2026 Q2

What changed in recent SEC filings — factual, not a buy/sell recommendation.

Institutions holding Apple Inc.

How many of the institutions we track reported holding this stock, quarter by quarter.

max 15
2019 Q1 · 72019 Q2 · 72019 Q3 · 72019 Q4 · 72020 Q1 · 72020 Q2 · 82020 Q3 · 62020 Q4 · 72021 Q1 · 82021 Q2 · 72021 Q3 · 62021 Q4 · 62022 Q1 · 82022 Q2 · 72022 Q3 · 52022 Q4 · 72023 Q1 · 82023 Q2 · 62023 Q3 · 62023 Q4 · 72024 Q1 · 82024 Q2 · 122024 Q3 · 92024 Q4 · 82025 Q1 · 72025 Q2 · 92025 Q3 · 82025 Q4 · 72026 Q1 · 82026 Q2 · 15
19 Q122 Q326 Q2

2019 Q1: 7 → 2026 Q2: 15 institutions

Counts the 52 institutions we track that reported holding this stock — their full reported holdings, not just the largest positions. Not the total number of institutional holders in the US. Figures are as of quarter-end and disclosed up to 45 days later. Descriptive only — not investment advice.

Which institutions hold Apple Inc.

Institutions we track that reported holding this stock in their most recent 13F.

  • Berkshire Hathaway22.04% of portfolio · held as of 2019 Q1 or earlier
  • Dodge & Coxunder 0.01% of portfolio · held as of 2019 Q1 or earlier
  • Baillie Gifford & Co0.46% of portfolio · held as of 2019 Q1 or earlier
  • Tudor Investment Corp0.04% of portfolio · since 2020 Q1
  • Temasek Holdings (Singapore)0.39% of portfolio · since 2023 Q3
  • Bridgewater Associates0.43% of portfolio · since 2023 Q4
  • Soros Fund Management1.88% of portfolio · since 2025 Q2
  • PRIMECAP Management0.30% of portfolio · held as of 2026 Q2 or earlier
  • National Pension Service (Korea)5.88% of portfolio · held as of 2026 Q2 or earlier
  • Caisse de depot (Quebec)3.85% of portfolio · held as of 2026 Q2 or earlier
  • Blackstoneunder 0.01% of portfolio · held as of 2026 Q2 or earlier
  • Sands Capital Management0.05% of portfolio · held as of 2026 Q2 or earlier
  • GQG Partners0.69% of portfolio · held as of 2026 Q2 or earlier
  • Capital World Investors1.34% of portfolio · held as of 2026 Q2 or earlier
  • Harris Associates (Oakmark)0.05% of portfolio · held as of 2026 Q2 or earlier

Based on 13F filings — quarter-end holdings, disclosed up to 45 days later. Holding a stock is a fact we report, not a recommendation to buy or sell.

Company overview

Designs and sells consumer electronics such as the iPhone, Mac, and iPad, with high-margin services like the App Store and Apple Music forming a second revenue pillar. An ecosystem and brand loyalty are its moat. But with about half of revenue concentrated in the iPhone, a maturing smartphone market and reliance on China weigh on it, and it faces regulatory pressure over App Store fees.

What is the IT Hardware sector?

PCs, servers, and storage. Benefits from data centers alongside chips.

Apple Inc. is classified under the IT Hardware sector. See peers below.

Apple Inc. key financials

Based on SEC filings · as of Jun 27, 2026

151.9%
0.77x
as of Jun 27, 2026

Tap a metric name to see its meaning in the glossary.

Apple Inc. vs IT Hardware sector benchmark

Median of 16 representative sector stocks · SEC filings · factual comparison (not advice)

Revenue growth (YoY)
14.2%vs benchmark 20.4%↓ below
Operating margin
32.6%vs benchmark 25.8%↑ above
Net margin
27.6%vs benchmark 21.0%↑ above
ROE
151.9%vs benchmark 26.4%↑ above

A simple comparison to the sector benchmark. Higher or lower doesn’t mean good/bad or buy/sell.

AAPL revenue by segment summary

SEC 10-Q · segment totals cross-checked against total revenue

2026-06-27 revenue was $109.4B, +16.4% YoY.

The largest segment is iPhone, 49.6% of revenue — a concentrated structure.

Recent revenue growth was led mainly by the iPhone segment (about 63% of the increase).

Full segment weights, YoY changes, and an AI synthesis are available in the detailed analysis.

ETFs holding Apple Inc.

Per SEC N-PORT · 2026-06-30 · by weight · factual

XLKState Street(R) Technology Select Sector SPDR(R) ETF
12.85%
VUGVANGUARD GROWTH INDEX FUND
11.67%
QQQMInvesco NASDAQ 100 ETF
7.26%
QQQInvesco QQQ Trust, Series 1
6.67%
SPY
6.59%
VOOVANGUARD 500 INDEX FUND
6.59%
IVViShares Core S&P 500 ETF
6.58%
VTIVANGUARD TOTAL STOCK MARKET INDEX FUND
5.87%
ITOTiShares Core S&P Total U.S. Stock Market ETF
5.81%
DIA
3.50%
JEPIJPMorgan Equity Premium Income ETF
1.52%
RSPInvesco S&P 500 Equal Weight ETF
0.20%

AAPL on Stocklore

  • Revenue by segmentsegment weights verified from SEC filings, YoY changes, growth drivers and concentration
  • Financials & earnings quality6 metrics (FCF conversion, ROIC, net debt, etc.) to gauge profit quality
  • 13F institutional holdingsholdings and weight changes of major institutions (45-day delay)
  • Sector-relative metricsValuation and growth compared with the IT Hardware average
See full AAPL analysis →

Peers · IT Hardware

AAPL FAQ

What is Apple Inc. (AAPL)?

Designs and sells consumer electronics such as the iPhone, Mac, and iPad, with high-margin services like the App Store and Apple Music forming a second revenue pillar. An ecosystem and brand loyalty are its moat. But with about half of revenue concentrated in the iPhone, a maturing smartphone market and reliance on China weigh on it, and it faces regulatory pressure over App Store fees.

What sector is Apple Inc. in?

Apple Inc. is classified under IT Hardware. PCs, servers, and storage. Benefits from data centers alongside chips.

What are Apple Inc.'s key financials?

As of Jun 27, 2026 in SEC filings: Revenue growth (YoY) 14.2%, Operating margin 32.6%, Net margin 27.6%, ROE 151.9%, Debt-to-equity 0.77x. Definitions and interpretation are available on Stocklore.

What are Apple Inc.'s main revenue segments?

The largest segment is iPhone, about 49.6% of revenue. Segment totals are cross-checked against total revenue from SEC filings.

Where can I analyze Apple Inc. (AAPL) stock?

On Stocklore you can see AAPL's financials & earnings quality, 13F institutional holdings, and sector-relative metrics in one place. This page is for information and tools — not a buy/sell recommendation.

Data sources: SEC EDGAR (financials & filings), 13F (institutional holdings, as of quarter-end), market data. This page is for information and analysis tools — it does not recommend buying or selling any security. Investment decisions and responsibility are your own.

Not an investment adviser and not personalized investment advice; not a discretionary management service. No trade recommendations, no target prices, no execution or brokerage. We do not recommend or guarantee any purchase, sale, or returns. Investment decisions and their outcomes are your own.

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