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 |
|---|---|---|---|---|---|
| Better Money Decisions, LLC | 17,646 | $3.72M | 2.80% | −563−3.1% | Reduced |
| VisionPoint Advisory Group, LLC | 17,736 | $3.74M | 1.33% | +2,744+18.3% | Added |
| Sterling Investment Management, Inc. | 17,747 | $3.74M | 2.84% | −871−4.7% | Reduced |
| Koss-Olinger Consulting, LLC | 17,749 | $3.74M | 0.35% | −14,472−44.9% | Reduced |
| EPIQ Capital Group, LLC | 17,749 | $3.74M | 1.32% | +8,573+93.4% | Added |
| Factorial Partners, LLC | 17,800 | $3.75M | 2.31% | −1,500−7.8% | Reduced |
| Foundation Wealth Management, LLC | 17,809 | $3.75M | 2.94% | −946−5.0% | Reduced |
| Hutner Capital Management Inc | 17,809 | $3.75M | 2.06% | −180−1.0% | Reduced |
| May Barnhard Investments LLC | 17,811 | $3.75M | 1.94% | −125−0.7% | Reduced |
| Napatree Capital LLC | 17,855 | $3.76M | 3.05% | +3,455+24.0% | Added |
| Del-Sette Capital Management, LLC | 17,860 | $3.76M | 3.09% | +12,047+207.2% | Added |
| Tidemark, LLC | 17,869 | $3.76M | 1.73% | −875−4.7% | Reduced |
| Wealth Advisors of Iowa, LLC | 17,890 | $3.77M | 2.10% | −457−2.5% | Reduced |
| OmniStar Financial Group, Inc. | 17,916 | $3.77M | 3.42% | −87−0.5% | Reduced |
| IMZ Advisory Inc | 17,927 | $3.78M | 1.88% | +195+1.1% | Added |
| Private Wealth Management Group, LLC | 17,927 | $3.78M | 1.64% | −1,337−6.9% | Reduced |
| Crane Advisory, LLC | 16,733 | $3.79M | 0.73% | −140−0.8% | Reduced |
| Strata Wealth Advisors, LLC | 17,992 | $3.79M | 1.31% | +1,157+6.9% | Added |
| Reik & Co., LLC | 17,999 | $3.79M | 0.98% | 00.0% | Unchanged |
| DCF Advisers, LLC | 18,000 | $3.79M | 1.98% | +3,250+22.0% | Added |
| Narus Financial Partners, LLC | 18,018 | $3.79M | 1.53% | −444−2.4% | Reduced |
| Obsidian Personal Planning Solutions LLC | 18,036 | $3.80M | 2.32% | +90.0% | Added |
| Waypoint Wealth Partners Inc. | 18,064 | $3.80M | 1.11% | +952+5.6% | Added |
| Geometric Wealth Advisors | 18,076 | $3.81M | 0.78% | +538+3.1% | Added |
| Tributary Capital Management, LLC | 18,077 | $3.81M | 0.32% | −205−1.1% | Reduced |
| Power Wealth Management LLC | 18,114 | $3.82M | 1.82% | +4,113+29.4% | Added |
| Granite Group Advisors, LLC | 18,149 | $3.82M | 2.90% | −76−0.4% | Reduced |
| Vantage Financial Partners, LLC | 18,155 | $3.82M | 0.99% | +550+3.1% | Added |
| Maven Securities LTD | 18,181 | $3.83M | 0.60% | +15,130+495.9% | Added |
| Cumberland Advisors Inc | 18,187 | $3.83M | 1.57% | −1,300−6.7% | Reduced |
| Prairie Wealth Advisors, Inc. | 18,204 | $3.83M | 1.94% | −4,216−18.8% | Reduced |
| Mendel Money Management | 18,207 | $3.83M | 1.80% | −194−1.1% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 18,217 | $3.84M | 1.55% | +649+3.7% | Added |
| AAFMAA Wealth Management & Trust LLC | 18,219 | $3.84M | 1.89% | −1,040−5.4% | Reduced |
| John G Ullman & Associates Inc | 18,255 | $3.84M | 0.59% | −88−0.5% | Reduced |
| Point72 Italy, S.r.l. | 18,280 | $3.85M | 1.67% | +18,280 | New |
| Proffitt & Goodson Inc | 18,319 | $3.86M | 0.68% | +563+3.2% | Added |
| Arvest Investments, Inc. | 18,329 | $3.86M | 0.62% | +68+0.4% | Added |
| Praetorian Wealth Management, Inc. | 18,353 | $3.87M | 0.99% | −944−4.9% | Reduced |
| Acorn Wealth Advisors, LLC | 18,358 | $3.87M | 1.91% | +385+2.1% | Added |
| Paradigm, Strategies in Wealth Management, LLC | 18,376 | $3.87M | 2.38% | −709−3.7% | Reduced |
| ESG Planning | 18,388 | $3.87M | 3.81% | +1,798+10.8% | Added |
| Stableford Capital II LLC | 16,969 | $3.88M | 1.53% | −187−1.1% | Reduced |
| Precedent Wealth Partners, LLC | 18,449 | $3.89M | 1.56% | +3,076+20.0% | Added |
| Spectrum Strategic Capital Management, LLC | 18,515 | $3.90M | 2.85% | −1,150−5.8% | Reduced |
| CPA Asset Management LLC | 18,541 | $3.91M | 2.09% | +185+1.0% | Added |
| Kerusso Capital Management LLC | 18,549 | $3.91M | 2.84% | +18,549 | New |
| Washburn Capital Management, Inc. | 18,558 | $3.91M | 2.79% | −503−2.6% | Reduced |
| Saranac Partners Ltd | 18,577 | $3.91M | 2.33% | +18,577 | New |
| Trust Co | 18,608 | $3.92M | 0.51% | −506−2.6% | Reduced |
| Alliance Wealth Advisors, LLC | 18,656 | $3.93M | 2.48% | −1,003−5.1% | Reduced |
| Taylor Financial Group, Inc. | 18,703 | $3.94M | 3.03% | 00.0% | Unchanged |
| Bridgewealth Advisory Group, LLC | 18,707 | $3.94M | 1.75% | −40.0% | Reduced |
| G&S Capital LLC | 16,819 | $3.94M | 1.71% | −1,473−8.1% | Reduced |
| Private Management Group Inc | 18,721 | $3.94M | 0.15% | +1,612+9.4% | Added |
| Victory Financial Group, LLC | 18,729 | $3.94M | 1.85% | +6,165+49.1% | Added |
| Gilman Hill Asset Management, LLC | 18,732 | $3.95M | 0.71% | −180−1.0% | Reduced |
| Houlihan Financial Resource Group, Ltd. | 18,733 | $3.95M | 2.69% | +50.0% | Added |
| Redwood Wealth Management Group, LLC | 18,750 | $3.95M | 2.97% | −160−0.8% | Reduced |
| Crumly & Associates Inc. | 18,768 | $3.95M | 1.14% | −164−0.9% | Reduced |
| FMB Wealth Management | 18,791 | $3.96M | 3.01% | −87−0.5% | Reduced |
| R. W. Roge & Company, Inc. | 18,822 | $3.96M | 2.26% | −410−2.1% | Reduced |
| Mosaic Advisors LLC | 18,835 | $3.97M | 3.20% | −51−0.3% | Reduced |
| CAP Partners, LLC | 18,859 | $3.97M | 3.23% | +239+1.3% | Added |
| Oak Family Advisors, LLC | 18,870 | $3.97M | 1.51% | −469−2.4% | Reduced |
| Tradewinds Capital Management, LLC | 18,908 | $3.98M | 1.17% | −355−1.8% | Reduced |
| S. R. Schill & Associates | 18,934 | $3.99M | 1.75% | +1,030+5.8% | Added |
| Great Point Wealth Advisors, LLC | 18,958 | $3.99M | 0.91% | −141−0.7% | Reduced |
| Schulhoff & Co Inc | 18,963 | $3.99M | 1.80% | +38+0.2% | Added |
| Kaye Capital Management | 18,965 | $3.99M | 1.68% | −171−0.9% | Reduced |
| Private Capital Management, LLC | 18,972 | $4.00M | 0.47% | −438−2.3% | Reduced |
| Cornerstone Planning Group LLC | 19,112 | $4.00M | 1.15% | +2,531+15.3% | Added |
| Seeds Investor LLC | 18,997 | $4.00M | 2.05% | +4,292+29.2% | Added |
| Foresight Capital Management Advisors, Inc. | 19,005 | $4.00M | 2.71% | +55+0.3% | Added |
| FWL Investment Management, LLC | 19,017 | $4.01M | 2.02% | +378+2.0% | Added |
| Surience Private Wealth LLC | 19,019 | $4.01M | 5.15% | +19,019 | New |
| Twelve Points Wealth Management LLC | 19,026 | $4.01M | 1.41% | +10,911+134.5% | Added |
| Seven Eight Capital, LP | 19,032 | $4.01M | 0.42% | −1,568−7.6% | Reduced |
| Source Financial Advisors LLC | 19,038 | $4.01M | 1.23% | −279−1.4% | Reduced |
| Fca Corp | 19,045 | $4.01M | 1.28% | −60.0% | Reduced |
| NCP Inc. | 19,054 | $4.01M | 2.54% | −234−1.2% | Reduced |
| CJM Wealth Advisers, Ltd. | 18,526 | $4.02M | 1.48% | −20.0% | Reduced |
| Meadow Creek Wealth Advisors LLC | 19,077 | $4.02M | 3.80% | −9,291−32.8% | Reduced |
| Cook Wealth Management Group LLC | 18,496 | $4.02M | 2.17% | +10,672+136.4% | Added |
| Cahill Wealth Management, LLC | 19,111 | $4.02M | 2.40% | +288+1.5% | Added |
| Lane & Associates LLC | 19,145 | $4.03M | 2.38% | +128+0.7% | Added |
| Accuvest Global Advisors | 19,155 | $4.03M | 8.96% | +11,560+152.2% | Added |
| Element Pointe Advisors, LLC | 19,171 | $4.04M | 1.02% | −613−3.1% | Reduced |
| Worth Asset Management, LLC | 19,185 | $4.04M | 2.40% | +143+0.8% | Added |
| Beirne Wealth Consulting Services, LLC | 19,219 | $4.05M | 1.63% | 00.0% | Unchanged |
| Delap Wealth Advisory, LLC | 19,227 | $4.05M | 1.86% | −26,442−57.9% | Reduced |
| GEM Asset Management, LLC | 19,245 | $4.05M | 2.52% | +471+2.5% | Added |
| Hartford Funds Management Co LLC | 19,261 | $4.06M | 0.38% | +2,730+16.5% | Added |
| Stone Point Wealth LLC | 19,274 | $4.06M | 1.46% | −108−0.6% | Reduced |
| Shilanski & Associates, Inc. | 19,283 | $4.06M | 1.37% | −1,509−7.3% | Reduced |
| Wolff Financial Management LLC | 19,352 | $4.08M | 3.01% | +10.0% | Added |
| TCWP LLC | 19,410 | $4.09M | 10.03% | +42+0.2% | Added |
| Aspire Wealth Management Corp | 19,479 | $4.10M | 2.35% | +70.0% | Added |
| Glass Jacobson Investment Advisors llc | 19,508 | $4.11M | 1.50% | +185+1.0% | Added |
| St. Louis Trust Co | 19,559 | $4.11M | 0.63% | −348−1.7% | Reduced |