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 |
|---|---|---|---|---|---|
| Kuhn & Co Investment Counsel | 19,511 | $4.11M | 3.69% | +135+0.7% | Added |
| Atlanta Consulting Group Advisors, LLC | 19,544 | $4.12M | 0.89% | +70+0.4% | Added |
| Unique Wealth, LLC | 19,553 | $4.12M | 1.08% | +1,526+8.5% | Added |
| Invenio Wealth Partners LLC | 19,591 | $4.13M | 2.04% | +89+0.5% | Added |
| BCGM Wealth Management, LLC | 19,607 | $4.13M | 1.43% | −136−0.7% | Reduced |
| Hurlow Wealth Management Group, Inc. | 19,618 | $4.13M | 1.42% | +300+1.6% | Added |
| Blue Bell Private Wealth Management, LLC | 19,646 | $4.14M | 0.85% | +94+0.5% | Added |
| PAX Financial Group, LLC | 19,689 | $4.15M | 0.81% | +5,504+38.8% | Added |
| Northern Financial Advisors Inc | 19,714 | $4.15M | 3.33% | −642−3.2% | Reduced |
| Warwick Investment Management, Inc. | 19,737 | $4.16M | 0.97% | +1,977+11.1% | Added |
| Ferguson Shapiro LLC | 19,746 | $4.16M | 1.63% | −646−3.2% | Reduced |
| Dupree Financial Group, LLC | 19,761 | $4.16M | 1.89% | −806−3.9% | Reduced |
| New Insight Wealth Advisors | 19,779 | $4.17M | 2.45% | +971+5.2% | Added |
| Birmingham Capital Management Co Inc | 19,787 | $4.17M | 1.63% | 00.0% | Unchanged |
| Palo Alto Wealth Advisors, LLC | 19,799 | $4.17M | 2.88% | −656−3.2% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 21,710 | $4.18M | 0.86% | +698+3.3% | Added |
| Morris Retirement Advisors, LLC | 19,848 | $4.18M | 2.39% | −3,263−14.1% | Reduced |
| Fogel Capital Management, Inc. | 19,864 | $4.18M | 2.23% | −78−0.4% | Reduced |
| Cascade Investment Advisors, Inc. | 19,868 | $4.18M | 2.82% | −760−3.7% | Reduced |
| Florida Financial Advisors, LLC | 19,895 | $4.19M | 2.51% | +2,594+15.0% | Added |
| Summit Wealth Partners, LLC | 19,903 | $4.19M | 0.87% | +920+4.8% | Added |
| Dohj, LLC | 19,917 | $4.19M | 1.05% | +517+2.7% | Added |
| Towerpoint Wealth, LLC | 19,926 | $4.20M | 2.09% | −427−2.1% | Reduced |
| Wolff Wiese Magana LLC | 19,929 | $4.20M | 3.34% | −1,020−4.9% | Reduced |
| Vinland Capital Management Gestora de Recursos LTDA. | 20,000 | $4.21M | 6.25% | +11,629+138.9% | Added |
| Constant Guidance Financial LLC | 20,006 | $4.21M | 4.37% | +3,844+23.8% | Added |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 20,037 | $4.22M | 0.69% | +9,265+86.0% | Added |
| Mainsail Asset Management, LLC | 20,043 | $4.22M | 3.35% | +90.0% | Added |
| Paladin Advisory Group, LLC | 19,491 | $4.22M | 3.29% | −71−0.4% | Reduced |
| Robinson Smith Wealth Advisors LLC | 20,078 | $4.23M | 3.72% | +3,186+18.9% | Added |
| Grant/GrossMendelsohn, LLC | 20,134 | $4.24M | 1.94% | −16,146−44.5% | Reduced |
| Willner & Heller, LLC | 20,146 | $4.24M | 4.07% | −215−1.1% | Reduced |
| Intelligent Financial Strategies | 20,190 | $4.25M | 2.62% | +10.0% | Added |
| Kendall Capital Management | 20,219 | $4.26M | 1.42% | +30+0.1% | Added |
| Ruedi Wealth Management, Inc. | 20,263 | $4.27M | 1.68% | +227+1.1% | Added |
| Southern Capital Advisors, LLC | 20,313 | $4.28M | 2.64% | −685−3.3% | Reduced |
| Paragon Capital Management Ltd | 20,344 | $4.28M | 0.79% | −925−4.3% | Reduced |
| First City Capital Management, Inc. | 20,360 | $4.29M | 2.41% | −187−0.9% | Reduced |
| Baker Boyer National Bank | 20,365 | $4.29M | 1.50% | −1,373−6.3% | Reduced |
| Rinkey Investments | 20,392 | $4.30M | 1.54% | +621+3.1% | Added |
| Arq Wealth Advisors, LLC | 20,416 | $4.30M | 1.86% | −3,812−15.7% | Reduced |
| Peoples Bank | 20,430 | $4.30M | 3.36% | −360−1.7% | Reduced |
| CBIZ Investment Advisory Services, LLC | 20,437 | $4.30M | 0.24% | +1,696+9.0% | Added |
| Paradigm Asset Management Co LLC | 20,446 | $4.31M | 1.20% | −2,100−9.3% | Reduced |
| Emerald Advisors, LLC | 20,478 | $4.31M | 0.65% | +430+2.1% | Added |
| Alpha DNA Investment Management LLC | 20,483 | $4.31M | 2.45% | +6,785+49.5% | Added |
| Lawson Kroeker Investment Management Inc | 20,498 | $4.32M | 0.83% | +40.0% | Added |
| Elevatus Welath Management | 20,511 | $4.32M | 1.62% | −578−2.7% | Reduced |
| JDM Financial Group LLC | 20,538 | $4.33M | 2.92% | +24+0.1% | Added |
| AAFCPAs Wealth Management, LLC | 20,540 | $4.33M | 2.24% | −657−3.1% | Reduced |
| BlueChip Wealth Advisors LLC | 20,542 | $4.33M | 2.55% | +231+1.1% | Added |
| Brasada Capital Management, LP | 19,015 | $4.33M | 0.77% | +1,399+7.9% | Added |
| TD Capital Management LLC | 20,560 | $4.33M | 0.45% | −906−4.2% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 20,581 | $4.33M | 0.97% | −761−3.6% | Reduced |
| Sicart Associates LLC | 20,664 | $4.35M | 1.67% | −4,335−17.3% | Reduced |
| Rogco, LP | 20,683 | $4.36M | 1.78% | −1,412−6.4% | Reduced |
| Intellectus Partners, LLC | 20,696 | $4.36M | 1.19% | −1,373−6.2% | Reduced |
| Private Harbour Investment Management & Counsel, LLC | 20,720 | $4.36M | 4.59% | −99−0.5% | Reduced |
| Kearns & Associates LLC | 20,728 | $4.37M | 3.26% | 00.0% | Unchanged |
| Berkshire Money Management, Inc. | 20,739 | $4.37M | 0.53% | −5,904−22.2% | Reduced |
| Wealthspan Partners, LLC | 20,762 | $4.37M | 2.41% | −130−0.6% | Reduced |
| TNF LLC | 20,025 | $4.38M | 1.61% | −127−0.6% | Reduced |
| Leslie Global Wealth, LLC | 20,788 | $4.38M | 2.56% | +20,788 | New |
| Whelan Financial | 20,800 | $4.38M | 1.96% | −135−0.6% | Reduced |
| MB, Levis & Associates, LLC | 20,803 | $4.38M | 2.30% | −70−0.3% | Reduced |
| Aspire Capital Advisors LLC | 20,828 | $4.39M | 1.43% | −48−0.2% | Reduced |
| Independent Wealth Network Inc. | 20,834 | $4.39M | 2.04% | +170+0.8% | Added |
| Goldstone Financial Group, LLC | 20,846 | $4.39M | 0.88% | +2,486+13.5% | Added |
| Unionview, LLC | 20,882 | $4.40M | 3.59% | −202−1.0% | Reduced |
| ERTS Wealth Advisors, LLC | 20,906 | $4.40M | 0.89% | −699−3.2% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 20,906 | $4.40M | 2.56% | −155−0.7% | Reduced |
| Brown Financial Advisors | 20,915 | $4.41M | 1.97% | +20,915 | New |
| HRC Wealth Management, LLC | 20,940 | $4.41M | 3.02% | −147−0.7% | Reduced |
| IMPACTfolio, LLC | 20,974 | $4.42M | 2.47% | −50.0% | Reduced |
| Dividend Assets Capital, LLC | 20,992 | $4.42M | 0.90% | 00.0% | Unchanged |
| McGowan Group Asset Management, Inc. | 21,022 | $4.43M | 0.62% | −128−0.6% | Reduced |
| Canton Hathaway, LLC | 21,030 | $4.43M | 1.21% | −6,149−22.6% | Reduced |
| Johnson & White Wealth Management, LLC | 21,053 | $4.43M | 4.24% | +1,170+5.9% | Added |
| Winthrop Capital Management, LLC | 21,065 | $4.44M | 2.22% | +139+0.7% | Added |
| Catalyst Capital Advisors LLC | 21,069 | $4.44M | 0.10% | +524+2.6% | Added |
| Phillips Financial Management, LLC | 21,086 | $4.44M | 0.37% | +1,164+5.8% | Added |
| Heritage Oak Wealth Advisors LLC | 21,091 | $4.44M | 2.25% | +21,091 | New |
| Tobias Financial Advisors, Inc. | 21,101 | $4.44M | 0.96% | +650+3.2% | Added |
| Family Asset Management, LLC | 21,111 | $4.45M | 2.86% | −35−0.2% | Reduced |
| SAM Advisors, LLC | 21,140 | $4.45M | 1.61% | +174+0.8% | Added |
| Retirement Income Solutions, Inc | 21,141 | $4.45M | 1.08% | +1,272+6.4% | Added |
| Compass Ion Advisors, LLC | 25,975 | $4.45M | 0.64% | 00.0% | Unchanged |
| Fortress Wealth Group, LLC | 19,812 | $4.46M | 2.24% | +413+2.1% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 21,168 | $4.46M | 0.12% | +21,168 | New |
| Oliver Lagore Vanvalin Investment Group | 21,177 | $4.46M | 1.28% | −687−3.1% | Reduced |
| Detalus Advisors, LLC | 21,206 | $4.47M | 1.53% | +339+1.6% | Added |
| Aspire Private Capital, LLC | 21,218 | $4.47M | 1.15% | −627−2.9% | Reduced |
| Arcataur Capital Management LLC | 21,226 | $4.47M | 1.59% | −25−0.1% | Reduced |
| Midwest Professional Planners, LTD. | 21,229 | $4.47M | 1.49% | +2,083+10.9% | Added |
| Cavalier Investments, LLC | 21,234 | $4.47M | 1.38% | +620+3.0% | Added |
| Pathway Financial Advisors LLC | 21,243 | $4.47M | 1.21% | +104+0.5% | Added |
| Liberty One Investment Management, LLC | 21,246 | $4.47M | 0.50% | +50+0.2% | Added |
| Mayport, LLC | 21,269 | $4.48M | 1.60% | +1,100+5.5% | Added |
| Benchmark Investment Advisors LLC | 21,322 | $4.49M | 3.25% | −16,792−44.1% | Reduced |
| Fairfield, Bush & Co. | 21,430 | $4.51M | 2.70% | −473−2.2% | Reduced |