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 |
|---|---|---|---|---|---|
| Stevard, LLC | 12,822 | $2.70M | 2.33% | +1,772+16.0% | Added |
| Bank & Trust Co | 12,824 | $2.70M | 2.29% | +12,824 | New |
| Tobam | 12,825 | $2.70M | 0.42% | −8,634−40.2% | Reduced |
| Solitude Financial Services | 12,849 | $2.71M | 1.26% | −908−6.6% | Reduced |
| Talisman Wealth Advisors LLC | 12,890 | $2.71M | 3.14% | +721+5.9% | Added |
| Brendel Financial Advisors LLC | 12,930 | $2.72M | 1.73% | +247+1.9% | Added |
| Penobscot Wealth Management | 12,038 | $2.73M | 1.62% | −1,454−10.8% | Reduced |
| Curtis Advisory Group, LLC | 12,999 | $2.74M | 0.97% | +78+0.6% | Added |
| Madison Park Capital Advisors, LLC | 13,017 | $2.74M | 2.29% | +143+1.1% | Added |
| RHS Financial, LLC | 13,049 | $2.75M | 1.68% | +6,023+85.7% | Added |
| Three Bridge Wealth Advisors, LLC | 13,050 | $2.75M | 1.09% | −3,208−19.7% | Reduced |
| Fortress Wealth Management, Inc. | 13,061 | $2.75M | 1.41% | −18−0.1% | Reduced |
| Intergy Private Wealth, LLC | 13,087 | $2.76M | 1.14% | +401+3.2% | Added |
| M.D. Sass Investors Services, Inc. | 13,100 | $2.76M | 0.22% | +13,100 | New |
| Concorde Asset Management, LLC | 13,104 | $2.76M | 1.70% | −40.0% | Reduced |
| Warner Financial, Inc | 13,124 | $2.76M | 1.35% | −67−0.5% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 13,144 | $2.77M | 1.69% | −75−0.6% | Reduced |
| Compass Wealth Management LLC | 13,199 | $2.78M | 0.69% | −267−2.0% | Reduced |
| West Financial Advisors, LLC | 13,212 | $2.78M | 0.58% | +601+4.8% | Added |
| Operose Advisors LLC | 13,228 | $2.79M | 0.99% | +385+3.0% | Added |
| Capitol Family Office, Inc. | 13,233 | $2.79M | 3.73% | −564−4.1% | Reduced |
| Adams Wealth Management | 13,245 | $2.79M | 0.64% | −1,278−8.8% | Reduced |
| CacheTech Inc. | 13,245 | $2.79M | 0.64% | +13,245 | New |
| Cottonwood Capital Advisors, LLC | 12,212 | $2.79M | 2.18% | −590−4.6% | Reduced |
| Forza Wealth Management, LLC | 13,260 | $2.79M | 1.44% | −393−2.9% | Reduced |
| Solutions 4 Wealth, Ltd | 13,287 | $2.80M | 6.35% | +269+2.1% | Added |
| Northern Capital Management, Inc. | 13,289 | $2.80M | 1.87% | +156+1.2% | Added |
| Diker Management LLC | 13,292 | $2.80M | 2.37% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 13,326 | $2.81M | 2.07% | 00.0% | Unchanged |
| Motive Wealth Advisors | 13,351 | $2.81M | 1.69% | −165−1.2% | Reduced |
| APCM Wealth Management for Individuals | 13,363 | $2.81M | 0.44% | −509−3.7% | Reduced |
| Financial Alternatives, Inc | 13,363 | $2.81M | 2.11% | +6,791+103.3% | Added |
| Smith & Howard Wealth Management, LLC | 13,377 | $2.82M | 0.84% | −47−0.4% | Reduced |
| BluePointe Capital Management, LLC | 13,379 | $2.82M | 1.89% | −4,297−24.3% | Reduced |
| Lansing Street Advisors | 13,388 | $2.82M | 1.18% | +7,308+120.2% | Added |
| Sterling Manor Financial, LLC | 13,411 | $2.82M | 2.15% | −2,725−16.9% | Reduced |
| Old West Investment Management, LLC | 13,414 | $2.83M | 1.25% | −1,250−8.5% | Reduced |
| Signal Advisors Wealth, LLC | 13,449 | $2.83M | 6.20% | −17,997−57.2% | Reduced |
| Forthright Family Wealth Advisory LLC | 13,455 | $2.83M | 1.83% | +559+4.3% | Added |
| Elkhorn Partners Limited Partnership | 13,455 | $2.83M | 1.95% | +100+0.7% | Added |
| Capital Wealth Alliance, LLC | 13,468 | $2.84M | 1.62% | +105+0.8% | Added |
| Shaker Investments LLC | 13,481 | $2.84M | 1.23% | −42−0.3% | Reduced |
| Fenimore Asset Management Inc | 13,481 | $2.84M | 0.06% | 00.0% | Unchanged |
| Kellett Schaffner Wealth Advisors LLC | 13,535 | $2.85M | 2.30% | −550−3.9% | Reduced |
| Permanent Capital Management, LP | 13,917 | $2.86M | 0.60% | +13,917 | New |
| ICONIQ Capital, LLC | 13,559 | $2.86M | 0.06% | −17,578−56.5% | Reduced |
| SFG Wealth Management, LLC. | 13,568 | $2.86M | 1.63% | −417−3.0% | Reduced |
| Old North State Wealth Management, LLC | 13,578 | $2.86M | 1.89% | +770+6.0% | Added |
| Coyle Financial Counsel LLC | 16,735 | $2.87M | 1.03% | 00.0% | Unchanged |
| X-Square Capital, LLC | 13,629 | $2.87M | 1.33% | +1,685+14.1% | Added |
| KC Investment Advisors, LLC | 13,640 | $2.87M | 1.43% | −832−5.7% | Reduced |
| Oldfather Financial Services, LLC | 13,664 | $2.88M | 1.18% | 00.0% | Unchanged |
| Stonehearth Capital Management, LLC | 13,670 | $2.88M | 1.23% | +27+0.2% | Added |
| MKT Advisors LLC | 12,641 | $2.89M | 1.44% | +810+6.8% | Added |
| Up Strategic Wealth Investment Advisors LLC | 13,725 | $2.89M | 4.38% | +714+5.5% | Added |
| Harvey Investment Co LLC | 13,725 | $2.89M | 0.35% | −56−0.4% | Reduced |
| Apeiron RIA LLC | 13,746 | $2.90M | 0.89% | −1,367−9.0% | Reduced |
| Keb Asset Management, LLC | 13,755 | $2.90M | 0.97% | +159+1.2% | Added |
| MA Private Wealth | 13,756 | $2.90M | 0.57% | −358−2.5% | Reduced |
| Weik Capital Management | 13,762 | $2.90M | 1.24% | −100−0.7% | Reduced |
| Groesbeck Investment Management Corp | 13,770 | $2.90M | 4.02% | −235−1.7% | Reduced |
| Fortune 45 LLC | 13,769 | $2.90M | 2.21% | −14−0.1% | Reduced |
| Guardian Financial Partners, LLC | 13,776 | $2.90M | 1.92% | +145+1.1% | Added |
| CCG Wealth Management, LLC | 13,784 | $2.90M | 1.64% | +2,475+21.9% | Added |
| Mosley Wealth Management | 13,788 | $2.90M | 2.47% | −90−0.6% | Reduced |
| Orion Investment Co | 13,793 | $2.91M | 1.16% | +13,793 | New |
| Waterway Wealth Management, LLC | 13,820 | $2.91M | 1.43% | +6,057+78.0% | Added |
| Autumn Glory Partners, LLC | 13,833 | $2.91M | 1.49% | +295+2.2% | Added |
| Consilio Wealth Advisors, LLC | 13,822 | $2.91M | 1.31% | +941+7.3% | Added |
| Inspire Advisors, LLC | 13,867 | $2.92M | 0.39% | +384+2.8% | Added |
| Professional Financial Advisors, LLC | 13,870 | $2.92M | 0.81% | +188+1.4% | Added |
| Gallacher Capital Management LLC | 13,883 | $2.92M | 1.54% | −811−5.5% | Reduced |
| Chicago Wealth Management, Inc. | 13,936 | $2.94M | 1.69% | +13+0.1% | Added |
| Cherry Tree Wealth Management, LLC | 13,982 | $2.94M | 0.74% | −693−4.7% | Reduced |
| Mid-American Wealth Advisory Group, Inc. | 14,005 | $2.95M | 1.88% | −188−1.3% | Reduced |
| Barden Capital Management, Inc. | 13,974 | $2.95M | 2.78% | +126+0.9% | Added |
| Burkett Financial Services, LLC | 14,024 | $2.95M | 1.52% | +126+0.9% | Added |
| Authentikos Wealth Advisory, LLC | 14,037 | $2.96M | 2.86% | +4,802+52.0% | Added |
| MinichMacGregor Wealth Management, LLC | 14,050 | $2.96M | 0.72% | +118+0.8% | Added |
| CGC Financial Services, LLC | 14,054 | $2.96M | 1.28% | −1,624−10.4% | Reduced |
| St. Louis Financial Planners Asset Management, LLC | 13,657 | $2.96M | 2.55% | +1,800+15.2% | Added |
| SMART Wealth LLC | 14,073 | $2.96M | 1.20% | +251+1.8% | Added |
| Running Point Capital Advisors, LLC | 14,076 | $2.96M | 1.23% | −405−2.8% | Reduced |
| Rather & Kittrell, Inc. | 14,077 | $2.96M | 0.82% | −560−3.8% | Reduced |
| BluePath Capital Management, LLC | 14,078 | $2.97M | 2.12% | +998+7.6% | Added |
| Seven Springs Wealth Group, LLC | 14,099 | $2.97M | 1.16% | −156−1.1% | Reduced |
| Avion Wealth | 14,111 | $2.97M | 0.82% | +1,429+11.3% | Added |
| Sage Private Wealth Group, LLC | 14,120 | $2.97M | 2.50% | +3,041+27.4% | Added |
| Avondale Wealth Management | 14,128 | $2.98M | 2.03% | +800+6.0% | Added |
| Cookson Peirce & Co Inc | 14,148 | $2.98M | 0.14% | +8,740+161.6% | Added |
| Greenwich Investment Management, Inc. | 14,158 | $2.98M | 2.73% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 14,166 | $2.98M | 0.45% | +449+3.3% | Added |
| Stonebridge Financial Planning Group, LLC | 14,201 | $2.99M | 1.50% | −750−5.0% | Reduced |
| Renasant Bank | 14,214 | $2.99M | 2.06% | −1,176−7.6% | Reduced |
| Conservest Capital Advisors, Inc. | 17,466 | $3.00M | 0.32% | −588−3.3% | Reduced |
| Tanglewood Legacy Advisors, LLC | 14,258 | $3.00M | 1.42% | +50.0% | Added |
| Garrison Asset Management, LLC | 14,302 | $3.01M | 1.58% | −183−1.3% | Reduced |
| Pinnacle Wealth Management Group, Inc. | 14,330 | $3.02M | 2.04% | −166−1.1% | Reduced |
| Compass Financial Group, INC | 14,394 | $3.03M | 0.66% | −499−3.4% | Reduced |
| Helen Stephens Group, LLC | 14,413 | $3.04M | 1.05% | −766−5.0% | Reduced |