# Apple (AAPL): value investors who own it | moatshark

20 value investors held Apple in their Q3 2026 13F, led by H&H International (Duan Yongping), Berkshire Hathaway, Wedgewood Partners, Jensen Investment…

## 13F holders

| Manager | Portfolio | Value | Change | Quarters held |
| --- | --- | --- | --- | --- |
| H&H International (Duan Yongping) | 41.0% | $7.8bn | Trimmed -6.4% | 31 |
| Berkshire Hathaway | 22.0% | $66bn | Unchanged | 42 |
| Wedgewood Partners | 7.8% | $37.8m | Trimmed -3.3% | 52 |
| Jensen Investment Management | 6.0% | $249m | Trimmed -46% | 45 |
| Chou Associates | 5.3% | $11.6m | Trimmed -9.1% | 9 |
| Muhlenkamp & Company | 5.2% | $18.0m | Trimmed -0.7% | 50 |
| Matrix Asset Advisors | 4.1% | $50.3m | Trimmed -0.8% | 53 |
| Mairs & Power | 3.0% | $329m | Trimmed -5.8% | 53 |
| Markel Group | 2.7% | $355m | Unchanged | 45 |
| Himalaya Capital | 0.9% | $32.0m | Unchanged | 23 |
| Semper Augustus | 0.1% | $1.3m | Added +12% | 16 |
| Kahn Brothers | 0.1% | $895k | Unchanged | 10 |
| Giverny Capital | 0.1% | $3.8m | Trimmed -14% | 32 |
| Fairholme Capital Management | 0.1% | $694k | Unchanged | 24 |
| Harris Associates (Oakmark) | 0.1% | $38.0m | Trimmed -0.2% | 53 |
| Horizon Kinetics | 0.0% | $1.8m | Trimmed -1.6% | 30 |
| Gardner Russo & Quinn | 0.0% | $1.3m | Trimmed -3.2% | 35 |
| Polen Capital Management | 0.0% | $837k | Trimmed -29% | 8 |
| Dodge & Cox | 0.0% | $9.1m | Trimmed -0.7% | 53 |
| Ruane, Cunniff & Goldfarb (Sequoia) | 0.0% | $278k | Unchanged | 4 |

## Directors buying and selling (Form 4, last 12 months)

| Date | Who | Role | Bought or sold | Shares | Value |
| --- | --- | --- | --- | --- | --- |
| 2026-10-16 | Borders Ben | Principal Accounting Officer | Sold | 969 | $335k |
| 2026-10-16 | Parekh Kevan | Senior Vice President, CFO | Sold | 880 | $304k |
| 2026-10-16 | Parekh Kevan | Senior Vice President, CFO | Sold | 200 | $69k |
| 2026-10-16 | Parekh Kevan | Senior Vice President, CFO | Sold | 192 | $66k |
| 2026-10-16 | Borders Ben | Principal Accounting Officer | Sold | 151 | $52k |
| 2026-10-16 | Parekh Kevan | Senior Vice President, CFO | Sold | 80 | $28k |
| 2026-10-16 | Borders Ben | Principal Accounting Officer | Sold | 80 | $28k |
| 2026-10-16 | Parekh Kevan | Senior Vice President, CFO | Sold | 40 | $14k |
| 2026-10-16 | Borders Ben | Principal Accounting Officer | Sold | 40 | $14k |
| 2026-10-16 | Borders Ben | Principal Accounting Officer | Sold | 40 | $14k |
| 2026-10-13 | Newstead Jennifer | SVP, GC and Government Affairs | Sold | 2399 | $828k |
| 2026-10-06 | Newstead Jennifer | SVP, GC and Government Affairs | Sold | 2399 | $796k |
| 2026-10-02 | COOK TIMOTHY D | Executive Chair | Sold | 88239 | $29.4m |
| 2026-10-02 | COOK TIMOTHY D | Executive Chair | Sold | 40879 | $13.7m |
| 2026-10-02 | O'BRIEN DEIRDRE | Senior Vice President | Sold | 40764 | $13.6m |
| 2026-10-02 | COOK TIMOTHY D | Executive Chair | Sold | 39492 | $13.1m |
| 2026-10-02 | COOK TIMOTHY D | Executive Chair | Sold | 23143 | $7.7m |
| 2026-10-02 | Ternus John | CEO | Sold | 12746 | $4.2m |
| 2026-10-02 | O'BRIEN DEIRDRE | Senior Vice President | Sold | 5625 | $1.9m |
| 2026-10-02 | Ternus John | CEO | Sold | 5348 | $1.8m |

## Fund holders

| Fund | Manager | Weight | Value | As at |
| --- | --- | --- | --- | --- |
| Jensen Quality Growth Fund | Jensen Investment Management | 7.1% | $209m | 2026-05-31 |
| Muhlenkamp Fund | Muhlenkamp & Company | 4.0% | $10.3m | 2026-06-30 |
| Mairs & Power Growth Fund | Mairs & Power | 3.7% | $206m | 2026-06-30 |

Source: SEC filings, via moatshark (https://www.moatshark.com/s/aapl). Values traded and returns are estimates. Not investment advice. Built 2026-10-21.