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 |
|---|---|---|---|---|---|
| WJ Wealth Management, LLC | 16,080 | $3.39M | 1.23% | +1,600+11.0% | Added |
| M3 Advisory Group, LLC | 16,088 | $3.39M | 2.79% | +2,081+14.9% | Added |
| TLWM | 16,089 | $3.39M | 0.73% | +381+2.4% | Added |
| KilterHowling LLC | 16,092 | $3.39M | 2.31% | +96+0.6% | Added |
| CKW Financial Group | 15,675 | $3.40M | 0.43% | −22−0.1% | Reduced |
| Virginia Wealth Management Group, Inc. | 16,148 | $3.40M | 2.79% | −72−0.4% | Reduced |
| Berkeley Capital Partners, LLC | 16,225 | $3.42M | 1.03% | +1,440+9.7% | Added |
| Hobbs Group Advisors, LLC | 16,225 | $3.42M | 1.30% | +16,225 | New |
| Covenant Partners, LLC | 16,230 | $3.42M | 1.04% | +374+2.4% | Added |
| Wealthgate Family Office, LLC | 16,283 | $3.43M | 8.44% | +698+4.5% | Added |
| WorthPointe, LLC | 16,304 | $3.43M | 1.57% | −17−0.1% | Reduced |
| Matrix Private Capital Group LLC | 16,312 | $3.44M | 2.16% | +299+1.9% | Added |
| Guild Investment Management, Inc. | 16,358 | $3.45M | 3.94% | −170−1.0% | Reduced |
| Investors Research Corp | 16,380 | $3.45M | 0.81% | −300−1.8% | Reduced |
| Collective Family Office LLC | 16,387 | $3.45M | 1.02% | +1,700+11.6% | Added |
| AllSquare Wealth Management LLC | 16,412 | $3.46M | 2.07% | −378−2.3% | Reduced |
| Malaga Cove Capital, LLC | 16,420 | $3.46M | 1.40% | −50.0% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 16,423 | $3.46M | 0.20% | −531−3.1% | Reduced |
| Acorns Advisers, LLC | 16,431 | $3.46M | 0.04% | +3,545+27.5% | Added |
| Howard Capital Management Inc. | 16,446 | $3.46M | 0.34% | +95+0.6% | Added |
| Eads & Heald Wealth Management | 16,487 | $3.47M | 1.68% | −618−3.6% | Reduced |
| 4J Wealth Management LLC | 16,500 | $3.48M | 2.87% | −48−0.3% | Reduced |
| Rakuten Securities, Inc. | 16,506 | $3.48M | 1.49% | −1,976−10.7% | Reduced |
| Coombe, Bender & Co LLC | 16,517 | $3.48M | 2.05% | −1,853−10.1% | Reduced |
| Human Investing LLC | 16,538 | $3.48M | 0.68% | −1,213−6.8% | Reduced |
| apricus wealth, LLC | 16,557 | $3.49M | 2.49% | −1,035−5.9% | Reduced |
| Davidson Capital Management Inc. | 16,557 | $3.49M | 1.08% | +1,922+13.1% | Added |
| Commonwealth Financial Services, LLC | 15,312 | $3.49M | 0.72% | −8−0.1% | Reduced |
| Watershed Private Wealth LLC | 16,581 | $3.49M | 1.49% | −2,609−13.6% | Reduced |
| Integrity Wealth Solutions LLC | 16,603 | $3.50M | 2.27% | −3,043−15.5% | Reduced |
| Bright Financial Advisors, Inc. | 16,604 | $3.50M | 2.47% | +63+0.4% | Added |
| Epiq Partners, LLC | 16,635 | $3.50M | 2.37% | −548−3.2% | Reduced |
| Planned Solutions, Inc. | 16,670 | $3.51M | 1.73% | −198−1.2% | Reduced |
| Donoghue Forlines LLC | 16,690 | $3.52M | 1.00% | −3,015−15.3% | Reduced |
| Capital Management Associates | 16,715 | $3.52M | 4.17% | −109−0.6% | Reduced |
| Opus Capital Group, LLC | 16,732 | $3.52M | 0.50% | −131−0.8% | Reduced |
| Tucker Asset Management LLC | 16,738 | $3.53M | 0.77% | −45−0.3% | Reduced |
| Sensible Money, LLC | 16,743 | $3.53M | 1.72% | −230−1.4% | Reduced |
| JRM Investment Counsel, LLC | 16,746 | $3.53M | 1.19% | 00.0% | Unchanged |
| Jackson Thornton Asset Management, LLC | 16,750 | $3.53M | 0.54% | −28−0.2% | Reduced |
| Dixon Fnancial Services, Inc. | 16,762 | $3.53M | 1.98% | +10.0% | Added |
| Kelly Financial Services LLC | 16,765 | $3.53M | 1.26% | +231+1.4% | Added |
| Wealthstream Advisors, Inc. | 16,772 | $3.53M | 1.29% | +1,083+6.9% | Added |
| Investors Asset Management of Georgia Inc | 16,815 | $3.54M | 1.72% | 00.0% | Unchanged |
| Affinity Investment Advisors, LLC | 16,822 | $3.54M | 2.66% | −115−0.7% | Reduced |
| Colony Family Offices, LLC | 16,823 | $3.54M | 1.14% | −484−2.8% | Reduced |
| Riverpark Capital Management LLC | 16,823 | $3.54M | 4.69% | +647+4.0% | Added |
| Fielder Capital Group LLC | 16,830 | $3.54M | 1.36% | −1,759−9.5% | Reduced |
| Community Bank of Raymore | 16,839 | $3.55M | 2.75% | −5,695−25.3% | Reduced |
| Greylin Investment Mangement Inc | 16,860 | $3.55M | 0.59% | +149+0.9% | Added |
| Paul Damon & Associates, Inc. | 16,867 | $3.55M | 2.42% | +2,100+14.2% | Added |
| Wade Financial Advisory, Inc | 16,872 | $3.55M | 1.28% | −1,199−6.6% | Reduced |
| V2 Financial group LLC | 16,289 | $3.55M | 2.38% | −345−2.1% | Reduced |
| WESPAC Advisors, LLC | 16,894 | $3.56M | 2.78% | −8,600−33.7% | Reduced |
| Thrive Capital Management, LLC | 16,911 | $3.56M | 1.63% | +164+1.0% | Added |
| Verus Financial Partners, Inc. | 16,929 | $3.57M | 0.41% | +48+0.3% | Added |
| WealthTrust Asset Management, LLC | 16,940 | $3.57M | 2.61% | +331+2.0% | Added |
| Cape Investment Advisory, Inc. | 16,946 | $3.57M | 1.60% | −11,733−40.9% | Reduced |
| Sofos Investments, Inc. | 18,991 | $3.58M | 0.89% | −14,871−43.9% | Reduced |
| Lombard Odier Asset Management (USA) Corp | 17,000 | $3.58M | 1.35% | −112,547−86.9% | Reduced |
| Caerus Investment Advisors, LLC | 17,011 | $3.58M | 3.50% | +44+0.3% | Added |
| Columbus Hill Capital Management, L.P. | 17,020 | $3.58M | 0.73% | +17,020 | New |
| Single Point Partners, LLC | 17,021 | $3.58M | 6.14% | −210−1.2% | Reduced |
| Camden National Bank | 17,026 | $3.59M | 0.55% | +333+2.0% | Added |
| HMS Capital Management, LLC | 17,085 | $3.60M | 1.87% | +630+3.8% | Added |
| Guerra Pan Advisors, LLC | 17,086 | $3.60M | 3.01% | −28−0.2% | Reduced |
| Warren Street Wealth Advisors, LLC | 17,088 | $3.60M | 1.79% | −46−0.3% | Reduced |
| Bullock Wealth Management Group | 16,638 | $3.61M | 2.36% | −467−2.7% | Reduced |
| Main Street Group, LTD | 16,668 | $3.61M | 1.50% | −1,429−7.9% | Reduced |
| Athena Investment Management | 17,136 | $3.61M | 2.19% | −551−3.1% | Reduced |
| Bond & Devick Financial Network, Inc. | 17,165 | $3.62M | 1.94% | −149−0.9% | Reduced |
| Latitude Advisors, LLC | 17,186 | $3.62M | 2.21% | −901−5.0% | Reduced |
| Acorn Creek Capital LLC | 17,220 | $3.63M | 2.16% | +645+3.9% | Added |
| Droms Strauss Advisors Inc | 17,219 | $3.63M | 1.31% | −1,522−8.1% | Reduced |
| Centennial Bank | 17,229 | $3.63M | 1.78% | −126−0.7% | Reduced |
| SilverOak Wealth Management LLC | 17,238 | $3.63M | 0.87% | +308+1.8% | Added |
| Blueshift Asset Management, LLC | 17,241 | $3.63M | 1.22% | +2,430+16.4% | Added |
| Francis Financial, Inc. | 17,254 | $3.63M | 1.10% | +1,352+8.5% | Added |
| Todd Asset Management LLC | 17,266 | $3.64M | 0.08% | −39−0.2% | Reduced |
| Aspen Investment Management Inc | 17,295 | $3.64M | 1.82% | −1,545−8.2% | Reduced |
| Sageworth Trust Co | 17,329 | $3.65M | 0.23% | +10,490+153.4% | Added |
| Loudon Investment Management, LLC | 17,331 | $3.65M | 2.15% | −722−4.0% | Reduced |
| BlackDiamond Wealth Management Inc. | 17,120 | $3.65M | 2.40% | +3,205+23.0% | Added |
| Regimen Wealth, LLC | 17,346 | $3.65M | 1.26% | +73+0.4% | Added |
| Objectivity Squared, LLC | 15,637 | $3.67M | 2.81% | +24+0.2% | Added |
| Sienna Gestion | 17,445 | $3.67M | 0.33% | −325,746−94.9% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 17,465 | $3.68M | 2.53% | 00.0% | Unchanged |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 17,494 | $3.68M | 1.53% | −260−1.5% | Reduced |
| Cedrus LLC | 17,499 | $3.69M | 1.84% | +171+1.0% | Added |
| Campion Asset Management LLC | 17,505 | $3.69M | 2.90% | −45−0.3% | Reduced |
| Heritage Investment Group, Inc. | 17,538 | $3.69M | 0.76% | −595−3.3% | Reduced |
| Prostatis Group LLC | 17,492 | $3.70M | 1.30% | +2,330+15.4% | Added |
| Avaii Wealth Management, LLC | 17,585 | $3.70M | 2.05% | +998+6.0% | Added |
| Grace & White Inc | 17,589 | $3.70M | 0.70% | 00.0% | Unchanged |
| Aspen Wealth Strategies, LLC | 16,203 | $3.71M | 2.58% | −387−2.3% | Reduced |
| Weaver Capital Management LLC | 17,609 | $3.71M | 1.19% | −113−0.6% | Reduced |
| Select Asset Management & Trust | 17,615 | $3.71M | 1.48% | −158−0.9% | Reduced |
| New Covenant Trust Company, N.A. | 16,548 | $3.71M | 4.27% | −556−3.3% | Reduced |
| Murphy Pohlad Asset Management LLC | 17,638 | $3.71M | 1.60% | −2,000−10.2% | Reduced |
| Viawealth, LLC | 17,639 | $3.72M | 2.30% | −200−1.1% | Reduced |