Apple Inc.
AAPL- Exchange
- Nasdaq
- Industry
- Electronic Computers
- SEC CIK
- 0000320193
In the last 90 days, Apple Inc. insiders filed 0 open-market purchases and 7 sales; 6,150 institutions reported holding it in 13F filings for Q2 2026, worth $2.80T in total; 11 superinvestors hold it, including Berkshire Hathaway and H&H International Investment.
13F holders, Q2 2024
Institutional positions in Apple Inc. as of Jun 30, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 5,132
- +174 vs. Q1 2024
- Shares held
- 9.33B
- +25.9M (+0.3%) vs. Q1 2024
- Total value
- $1.98T
- +$373.2B (+23.3%) vs. Q1 2024
- New holders
- 267
- 2,239 more added
- Sold out
- 93
- 2,347 more reduced
65 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting AAPL on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 6,150 | $2.80T |
| Q1 2026 | 6,134 | $2.40T |
| Q4 2025 | 6,130 | $2.61T |
| Q3 2025 | 5,616 | $2.35T |
| Q2 2025 | 5,599 | $1.93T |
| Q1 2025 | 5,607 | $2.08T |
| Q4 2024 | 5,671 | $2.36T |
| Q3 2024 | 5,105 | $2.17T |
| Q2 2024 | 5,132 | $1.98T |
| Q1 2024 | 5,023 | $1.61T |
| Q4 2023 | 4,976 | $1.81T |
| Q3 2023 | 4,618 | $1.60T |
| Q2 2023 | 4,594 | $1.82T |
| Q1 2023 | 4,524 | $1.55T |
| Q4 2022 | 4,555 | $1.21T |
| Q3 2022 | 4,346 | $1.29T |
| Q2 2022 | 4,339 | $1.28T |
| Q1 2022 | 4,390 | $1.66T |
| Q4 2021 | 4,402 | $1.69T |
| Q3 2021 | 3,859 | $1.34T |
| Q2 2021 | 3,879 | $1.31T |
| Q1 2021 | 3,855 | $1.17T |
Institutions, Q2 2024
Shares, value and share of portfolio for each institution holding Apple Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Scientech Research LLC | 11,378 | $2.40M | 0.49% | +11,378 | New |
| Financial Planning & Information Services, Inc. | 11,383 | $2.40M | 0.37% | −341−2.9% | Reduced |
| Orrstown Financial Services Inc | 11,390 | $2.40M | 1.27% | −1,501−11.6% | Reduced |
| Monte Financial Group, LLC | 11,403 | $2.40M | 1.06% | −80−0.7% | Reduced |
| DecisionPoint Financial, LLC | 10,815 | $2.40M | 0.81% | +180+1.7% | Added |
| Builder Investment Group Inc | 11,405 | $2.40M | 0.66% | −56−0.5% | Reduced |
| Pring Turner Capital Group Inc | 11,411 | $2.40M | 1.68% | 00.0% | Unchanged |
| Leonard Rickey Investment Advisors P.L.L.C. | 11,422 | $2.41M | 0.58% | +787+7.4% | Added |
| Rosenberg Matthew Hamilton | 11,127 | $2.41M | 0.71% | −51−0.5% | Reduced |
| HGK Asset Management Inc | 11,485 | $2.42M | 0.47% | −442−3.7% | Reduced |
| Ami Investment Management Inc | 11,486 | $2.42M | 0.84% | −124−1.1% | Reduced |
| Rempart Asset Management Inc. | 11,507 | $2.42M | 0.48% | +527+4.8% | Added |
| Holistic Planning, LLC | 14,149 | $2.43M | 1.86% | 00.0% | Unchanged |
| Cohen Capital Management, Inc. | 11,529 | $2.43M | 0.42% | 00.0% | Unchanged |
| Legal Advantage Investments, Inc. | 11,537 | $2.43M | 1.40% | 00.0% | Unchanged |
| Drake & Associates, LLC | 11,545 | $2.43M | 0.87% | −1,727−13.0% | Reduced |
| Vaughan & Co Securities, Inc. | 11,558 | $2.43M | 1.54% | −1,058−8.4% | Reduced |
| Longitude (Cayman) Ltd. | 11,560 | $2.43M | 3.84% | −2,500−17.8% | Reduced |
| Roth Financial Partners LLC | 11,565 | $2.44M | 1.05% | 00.0% | Unchanged |
| Duncan Williams Asset Management, LLC | 11,608 | $2.44M | 2.06% | +169+1.5% | Added |
| Sterling Wealth Management, Inc. | 11,616 | $2.45M | 1.16% | +45+0.4% | Added |
| RWWM, Inc. | 11,623 | $2.45M | 0.27% | −376−3.1% | Reduced |
| Brooktree Capital Management | 11,649 | $2.45M | 2.10% | −5,965−33.9% | Reduced |
| Tower Wealth Partners, Inc. | 11,675 | $2.46M | 1.52% | +954+8.9% | Added |
| Motley Fool Wealth Management, LLC | 11,073 | $2.46M | 0.13% | −118−1.1% | Reduced |
| Wealth Forward, LLC | 11,682 | $2.46M | 1.92% | −55−0.5% | Reduced |
| Holistic Financial Partners | 11,730 | $2.47M | 1.24% | +458+4.1% | Added |
| O'Neil Global Advisors, Inc. | 11,750 | $2.48M | 1.16% | +11,750 | New |
| Stephenson National Bank & Trust | 11,783 | $2.48M | 0.85% | −862−6.8% | Reduced |
| Financial Freedom, LLC | 11,784 | $2.48M | 1.41% | +66+0.6% | Added |
| Mraz, Amerine & Associates, Inc. | 11,788 | $2.48M | 0.51% | −704−5.6% | Reduced |
| Financial Symmetry Inc | 11,796 | $2.48M | 1.93% | +62+0.5% | Added |
| Blossom Wealth Management | 11,806 | $2.49M | 5.41% | −6−0.1% | Reduced |
| Evergreen Wealth Management, LLC | 11,817 | $2.49M | 1.65% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 11,824 | $2.49M | 2.41% | +3,453+41.2% | Added |
| Clear Point Advisors Inc. | 11,833 | $2.49M | 2.05% | −24−0.2% | Reduced |
| Prentice Wealth Management LLC | 11,849 | $2.50M | 0.81% | −2,992−20.2% | Reduced |
| Palouse Capital Management, Inc. | 11,895 | $2.51M | 1.68% | −1,255−9.5% | Reduced |
| Red Cedar Investment Management, LLC | 11,921 | $2.51M | 0.34% | 00.0% | Unchanged |
| Weinberger Asset Management, Inc | 11,929 | $2.51M | 1.18% | +2,560+27.3% | Added |
| Raffa Wealth Management, LLC | 11,939 | $2.51M | 0.71% | +167+1.4% | Added |
| Triad Wealth Partners, LLC | 11,944 | $2.52M | 1.32% | +3,908+48.6% | Added |
| Peterson Wealth Advisors, LLC | 11,961 | $2.52M | 0.53% | +925+8.4% | Added |
| Seven Post Investment Office LP | 11,979 | $2.52M | 0.47% | +30.0% | Added |
| Richwood Investment Advisors, LLC | 11,987 | $2.52M | 2.21% | +145+1.2% | Added |
| Client 1st Advisory Group, LLC | 12,014 | $2.53M | 1.09% | −904−7.0% | Reduced |
| Wallace Capital Management Inc. | 12,021 | $2.53M | 0.37% | −450−3.6% | Reduced |
| Matrix Trust Co | 12,046 | $2.54M | 0.57% | +280+2.4% | Added |
| Stephens Consulting, LLC | 12,067 | $2.54M | 0.72% | −1,022−7.8% | Reduced |
| Wedgewood Investors Inc | 12,075 | $2.54M | 3.02% | +12,075 | New |
| Live Oak Investment Partners | – | $2.55M | 2.11% | – | New |
| Market Street Wealth Management Advisors LLC | 12,128 | $2.55M | 0.44% | +305+2.6% | Added |
| Mach-1 Financial Group, Inc. | 12,162 | $2.56M | 1.80% | −46−0.4% | Reduced |
| Nebula Research & Development LLC | 12,153 | $2.56M | 0.41% | +12,153 | New |
| SWAN Capital LLC | 12,155 | $2.56M | 1.39% | +10.0% | Added |
| Hara Capital LLC | 12,156 | $2.56M | 1.64% | −210−1.7% | Reduced |
| Gill Capital Partners, LLC | 12,164 | $2.56M | 0.99% | −430−3.4% | Reduced |
| Menard Financial Group LLC | 12,173 | $2.56M | 1.83% | +1,438+13.4% | Added |
| Arrowroot Family Office, LLC | 12,190 | $2.57M | 1.64% | −353−2.8% | Reduced |
| Silphium Asset Management Ltd | 12,200 | $2.57M | 1.23% | +12,200 | New |
| Gray Private Wealth, LLC | 12,238 | $2.58M | 1.65% | −492−3.9% | Reduced |
| Systematic Financial Management LP | 12,335 | $2.60M | 0.08% | 00.0% | Unchanged |
| Cherrydale Wealth Management, LLC | 12,343 | $2.60M | 1.14% | +2,658+27.4% | Added |
| Prevail Innovative Wealth Advisors, LLC | 12,346 | $2.60M | 0.92% | +5,324+75.8% | Added |
| Core Wealth Advisors, Inc. | 12,368 | $2.60M | 0.89% | −698−5.3% | Reduced |
| Arbor Capital Management Inc | 12,023 | $2.61M | 2.42% | −436−3.5% | Reduced |
| La Financiere de L'Echiquier | 12,374 | $2.61M | 0.11% | −1,554−11.2% | Reduced |
| Retirement Solution Inc. | 12,378 | $2.61M | 0.70% | −213−1.7% | Reduced |
| Harvest Investment Services, LLC | 12,408 | $2.61M | 1.04% | −755−5.7% | Reduced |
| Mittelman Wealth Management | 12,481 | $2.63M | 1.70% | 00.0% | Unchanged |
| Birchbrook, Inc. | 12,482 | $2.63M | 1.58% | −110−0.9% | Reduced |
| A. D. Beadell Investment Counsel, Inc. | 12,484 | $2.63M | 2.20% | −1,325−9.6% | Reduced |
| Pinnacle Financial Group, LLC | 12,504 | $2.63M | 1.13% | +1,419+12.8% | Added |
| Fiduciary Planning LLC | 12,505 | $2.63M | 0.94% | −328−2.6% | Reduced |
| Safeguard Financial, LLC | 12,511 | $2.64M | 0.73% | +1,856+17.4% | Added |
| Halter Ferguson Financial Inc. | 12,521 | $2.64M | 1.87% | +357+2.9% | Added |
| Keyes, Stange & Wooten Wealth Management, LLC | 12,531 | $2.64M | 1.84% | −158−1.2% | Reduced |
| Private Wealth Advisors | 12,213 | $2.65M | 1.16% | +12+0.1% | Added |
| FSB Premier Wealth Management, Inc. | 12,580 | $2.65M | 1.20% | −155−1.2% | Reduced |
| New Perspectives, Inc | 12,600 | $2.65M | 1.42% | +100+0.8% | Added |
| WealthCollab, LLC | 12,617 | $2.66M | 1.91% | −387−3.0% | Reduced |
| Sunflower Bank, N.A. | 12,619 | $2.66M | 0.63% | −5,457−30.2% | Reduced |
| Basepoint Wealth LLC | 12,630 | $2.66M | 2.10% | −604−4.6% | Reduced |
| Refined Wealth Management | 12,639 | $2.66M | 2.05% | +384+3.1% | Added |
| AlphaMark Advisors, LLC | 12,639 | $2.66M | 0.93% | +356+2.9% | Added |
| Pension & Wealth Management Advisors, Inc. | 12,639 | $2.66M | 1.53% | −133−1.0% | Reduced |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 12,650 | $2.66M | 0.48% | +8,400+197.6% | Added |
| TrueWealth Advisors, LLC | 12,668 | $2.67M | 0.99% | +77+0.6% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 12,676 | $2.67M | 3.83% | +926+7.9% | Added |
| Delphi Management Inc | 12,679 | $2.67M | 2.18% | −143−1.1% | Reduced |
| Frazier Financial Advisors, LLC | 12,679 | $2.67M | 2.12% | +163+1.3% | Added |
| Marquette Asset Management, LLC | 12,686 | $2.67M | 0.45% | 00.0% | Unchanged |
| Riverpoint Wealth Management Holdings, LLC | 12,707 | $2.68M | 0.74% | +19+0.1% | Added |
| Catalyst Private Wealth, LLC | 12,719 | $2.68M | 1.42% | −250−1.9% | Reduced |
| Clarity Capital Advisors, LLC | 12,733 | $2.68M | 2.07% | −23−0.2% | Reduced |
| Christensen, King & Associates Investment Services, Inc. | 12,750 | $2.69M | 1.32% | −457−3.5% | Reduced |
| Portfolio Strategies, Inc. | 12,775 | $2.69M | 0.37% | −83,427−86.7% | Reduced |
| GW&K Investment Management, LLC | 12,781 | $2.69M | 0.02% | +1,642+14.7% | Added |
| Wrenne Financial Planning LLC | 12,785 | $2.69M | 1.86% | +20.0% | Added |
| HTG Investment Advisors, Inc. | 12,819 | $2.70M | 1.46% | −20.0% | Reduced |