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 8 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
- 5,133
- +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
- 2,348 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 | 6,135 | $2.40T |
| Q4 2025 | 6,131 | $2.61T |
| Q3 2025 | 5,617 | $2.35T |
| Q2 2025 | 5,600 | $1.93T |
| Q1 2025 | 5,608 | $2.08T |
| Q4 2024 | 5,672 | $2.36T |
| Q3 2024 | 5,106 | $2.17T |
| Q2 2024 | 5,133 | $1.98T |
| Q1 2024 | 5,024 | $1.61T |
| Q4 2023 | 4,977 | $1.81T |
| Q3 2023 | 4,619 | $1.60T |
| Q2 2023 | 4,595 | $1.82T |
| Q1 2023 | 4,525 | $1.55T |
| Q4 2022 | 4,556 | $1.21T |
| Q3 2022 | 4,347 | $1.29T |
| Q2 2022 | 4,340 | $1.28T |
| Q1 2022 | 4,391 | $1.66T |
| Q4 2021 | 4,403 | $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 |
|---|---|---|---|---|---|
| Helen Stephens Group, LLC | 14,413 | $3.04M | 1.05% | −766−5.0% | Reduced |
| Landscape Capital Management, L.L.C. | 14,451 | $3.04M | 0.26% | +5,374+59.2% | Added |
| Kirtland Hills Capital Management, LLC | 14,465 | $3.05M | 2.54% | +72+0.5% | Added |
| Veritas Investment Partners (UK) Ltd. | 14,487 | $3.05M | 0.06% | −1,800−11.1% | Reduced |
| One + One Wealth Management, LLC | 14,483 | $3.05M | 1.75% | −50−0.3% | Reduced |
| Partners Capital Investment Group, LLP | 14,487 | $3.05M | 0.05% | +14,487 | New |
| One Degree Advisors Inc | 14,496 | $3.05M | 1.47% | +238+1.7% | Added |
| Olstein Capital Management, L.P. | 14,500 | $3.05M | 0.54% | 00.0% | Unchanged |
| Edentree Asset Management Ltd | 14,538 | $3.06M | 0.97% | 00.0% | Unchanged |
| KWB Wealth | 17,832 | $3.06M | 0.42% | −62−0.3% | Reduced |
| US Financial Advisors, LLC | 14,536 | $3.06M | 1.03% | −520−3.5% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 14,537 | $3.06M | 1.31% | +251+1.8% | Added |
| MN Wealth Advisors, LLC | 14,545 | $3.06M | 1.78% | +314+2.2% | Added |
| Rooted Wealth Advisors, Inc. | 13,702 | $3.07M | 1.36% | +1,776+14.9% | Added |
| First Pacific Financial | 14,628 | $3.08M | 0.79% | +40+0.3% | Added |
| Joseph Group Capital Management | 14,702 | $3.10M | 1.61% | −1,879−11.3% | Reduced |
| Wallace Advisory Group, LLC | 14,731 | $3.10M | 2.23% | +1,855+14.4% | Added |
| Cardinal Strategic Wealth Guidance | 14,740 | $3.10M | 1.12% | +659+4.7% | Added |
| Kennicott Capital Management LLC | 14,767 | $3.11M | 1.29% | 00.0% | Unchanged |
| Allegiance Financial Group Advisory Services LLC | 14,769 | $3.11M | 1.19% | +407+2.8% | Added |
| Firestone Capital Management | 14,786 | $3.11M | 0.85% | +140+1.0% | Added |
| Viewpoint Capital Management LLC | 14,788 | $3.11M | 1.91% | +57+0.4% | Added |
| Cambridge Financial Group, LLC | 14,796 | $3.12M | 1.42% | +258+1.8% | Added |
| Rain Capital Management, LLC | 16,218 | $3.12M | 2.20% | +75+0.5% | Added |
| Compass Capital Management, Inc | 14,821 | $3.12M | 0.21% | −1,421−8.7% | Reduced |
| Channing Global Advisors, LLC | 14,856 | $3.13M | 2.62% | −30.0% | Reduced |
| KFA Private Wealth Group, LLC | 14,859 | $3.13M | 1.62% | −14,445−49.3% | Reduced |
| Clear Investment Research, LLC | 14,902 | $3.14M | 4.09% | +125+0.8% | Added |
| Nicholas Investment Partners, LP | 14,916 | $3.14M | 0.33% | +6,279+72.7% | Added |
| MBM Wealth Consultants, LLC | 13,751 | $3.14M | 1.07% | +473+3.6% | Added |
| 25 LLC | 14,934 | $3.15M | 1.49% | −400−2.6% | Reduced |
| West Bancorporation Inc | 14,936 | $3.15M | 2.33% | +427+2.9% | Added |
| Valued Retirements, Inc. | 14,944 | $3.15M | 4.78% | +10+0.1% | Added |
| Buttonwood Financial Advisors Inc. | 15,028 | $3.17M | 1.49% | −66−0.4% | Reduced |
| Vivid Wealth Management, LLC | 15,057 | $3.17M | 1.78% | −6,923−31.5% | Reduced |
| Gibbs Wealth Management | 15,070 | $3.17M | 1.28% | +1,448+10.6% | Added |
| Saxony Capital Management, LLC | 15,095 | $3.18M | 3.49% | −88−0.6% | Reduced |
| Boomfish Wealth Group, LLC | 15,166 | $3.19M | 2.07% | −1,081−6.7% | Reduced |
| Davis Capital Management | 14,740 | $3.19M | 2.78% | +61+0.4% | Added |
| Waller Financial Planning Group, Inc | 15,178 | $3.20M | 0.86% | −20−0.1% | Reduced |
| Nabity-Jensen Investment Management Inc | 15,188 | $3.20M | 2.62% | −1,301−7.9% | Reduced |
| Clear Rock Advisors, LLC | 15,189 | $3.20M | 1.37% | +2,258+17.5% | Added |
| RAM Investment Partners, LLC | 15,196 | $3.20M | 0.93% | +34+0.2% | Added |
| Archetype Wealth Partners | 15,196 | $3.20M | 0.52% | +144+1.0% | Added |
| Dodds Wealth, LLC | 14,016 | $3.21M | 1.25% | +1,309+10.3% | Added |
| Lumbard & Kellner, LLC | 15,235 | $3.21M | 1.52% | +1,843+13.8% | Added |
| Townsend & Associates, Inc | 14,734 | $3.21M | 0.36% | −193−1.3% | Reduced |
| Etfidea, LLC | 15,258 | $3.21M | 1.09% | −595−3.8% | Reduced |
| Dopkins Wealth Management, LLC | 15,261 | $3.21M | 1.95% | +302+2.0% | Added |
| Sharper & Granite LLC | 15,263 | $3.21M | 1.53% | +206+1.4% | Added |
| Arlington Partners LLC | 15,265 | $3.22M | 1.60% | −712−4.5% | Reduced |
| RCS Financial Planning, LLC | 15,270 | $3.22M | 1.90% | 00.0% | Unchanged |
| Sterling Financial Planning, Inc. | 15,304 | $3.22M | 1.31% | +94+0.6% | Added |
| Heritage Wealth Partners, LLC | 15,313 | $3.23M | 4.67% | −621−3.9% | Reduced |
| Riverstone Advisors, LLC | 15,316 | $3.23M | 1.98% | +344+2.3% | Added |
| EWG Elevate Inc. | 15,317 | $3.23M | 1.18% | +2,199+16.8% | Added |
| B&D White Capital Company, LLC | 15,328 | $3.23M | 0.67% | −271,610−94.7% | Reduced |
| Northwest Quadrant Wealth Management, LLC | 15,332 | $3.23M | 0.79% | −1,042−6.4% | Reduced |
| Myecfo, LLC | 15,356 | $3.23M | 1.87% | 00.0% | Unchanged |
| State of Wyoming | 15,357 | $3.23M | 0.53% | −16,603−51.9% | Reduced |
| Flaharty Asset Management, LLC | 15,367 | $3.24M | 0.48% | −901−5.5% | Reduced |
| Grant Street Asset Management, Inc. | 15,378 | $3.24M | 1.02% | +140+0.9% | Added |
| Whitaker-Myers Wealth Managers, LTD. | 15,381 | $3.24M | 1.20% | +1,284+9.1% | Added |
| Powell Investment Advisors, LLC | 15,385 | $3.24M | 1.68% | +487+3.3% | Added |
| Truepoint, Inc. | 15,389 | $3.24M | 0.09% | −423−2.7% | Reduced |
| Werlinich Asset Management, LLC | 15,145 | $3.24M | 2.02% | −85−0.6% | Reduced |
| OMNI 360 Wealth, Inc. | 15,434 | $3.25M | 2.47% | −251−1.6% | Reduced |
| Aletheian Wealth Advisors LLC | 15,438 | $3.25M | 1.71% | −11,338−42.3% | Reduced |
| Reuter James Wealth Management, LLC | 15,458 | $3.26M | 2.41% | −397−2.5% | Reduced |
| Lionsbridge Wealth Management LLC | 15,469 | $3.26M | 2.61% | +19+0.1% | Added |
| Abel Hall, LLC | 15,504 | $3.27M | 2.31% | −54−0.3% | Reduced |
| Ade, LLC | 15,513 | $3.27M | 2.20% | +361+2.4% | Added |
| Bollard Group LLC | 15,523 | $3.27M | 0.09% | +20+0.1% | Added |
| Lynx Capital Group Ltd | 15,590 | $3.28M | 2.27% | +6,705+75.5% | Added |
| Triumph Capital Management | 15,605 | $3.29M | 1.28% | +1,855+13.5% | Added |
| Pinnacle Holdings, LLC | 15,610 | $3.29M | 1.34% | −135−0.9% | Reduced |
| Eagle Harbor Asset Management Inc | 15,617 | $3.29M | 3.51% | 00.0% | Unchanged |
| Capital Square, LLC | 14,736 | $3.30M | 2.15% | +35+0.2% | Added |
| Karpas Strategies, LLC | 15,682 | $3.30M | 1.04% | −105−0.7% | Reduced |
| MRP Capital Investments, LLC | 15,707 | $3.31M | 3.09% | −3,220−17.0% | Reduced |
| Lorne Steinberg Wealth Management Inc. | 15,720 | $3.31M | 1.07% | −2,028−11.4% | Reduced |
| Hanlon Investment Management, Inc. | 15,721 | $3.31M | 0.98% | +3,537+29.0% | Added |
| Pointe Capital Management LLC | 15,722 | $3.31M | 2.05% | +193+1.2% | Added |
| Ssi Investment Management LLC | 15,740 | $3.32M | 0.25% | −16−0.1% | Reduced |
| Rainey & Randall Investment Management Inc. | 15,778 | $3.32M | 0.78% | −4,711−23.0% | Reduced |
| Heritage Wealth Management, LLC | 15,814 | $3.33M | 1.85% | −1,199−7.0% | Reduced |
| Heritage Family Offices, LLP | 15,814 | $3.33M | 1.85% | +15,814 | New |
| Scharf Investments, LLC | 15,825 | $3.33M | 0.10% | −572−3.5% | Reduced |
| Cox Capital Mgt LLC | 15,831 | $3.33M | 2.02% | −680−4.1% | Reduced |
| Ledgewood Wealth Advisors, LLC | 15,843 | $3.34M | 2.88% | +10.0% | Added |
| Custos Family Office, LLC | 15,935 | $3.36M | 1.34% | +298+1.9% | Added |
| FOCUS Wealth Advisors, LLC | 15,949 | $3.36M | 1.72% | +1,011+6.8% | Added |
| Brogan Financial, Inc. | 15,964 | $3.36M | 2.12% | +748+4.9% | Added |
| Scarborough Advisors, LLC | 15,969 | $3.36M | 1.38% | +450+2.9% | Added |
| Von Berge Wealth Management Group, LLC | 15,521 | $3.36M | 2.14% | +155+1.0% | Added |
| First Bank & Trust | 15,986 | $3.37M | 0.69% | −493−3.0% | Reduced |
| John W. Brooker & Co., CPAs | 16,022 | $3.37M | 1.69% | +167+1.1% | Added |
| Arcus Capital Partners, LLC | 16,032 | $3.38M | 1.30% | +636+4.1% | Added |
| Elgethun Capital Management | 16,050 | $3.38M | 0.85% | −299−1.8% | Reduced |
| Stamos Capital Partners, L.P. | 16,080 | $3.39M | 0.72% | +1,300+8.8% | Added |