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 |
|---|---|---|---|---|---|
| First Financial Corp | 21,436 | $4.51M | 2.30% | −1,102−4.9% | Reduced |
| Kraematon Investment Advisors, Inc | 21,520 | $4.53M | 4.60% | −3,636−14.5% | Reduced |
| Pictet Bank & Trust Ltd | 21,550 | $4.54M | 4.63% | 00.0% | Unchanged |
| Red Mountain Financial, LLC | 21,598 | $4.55M | 5.49% | +21,598 | New |
| Islay Capital Management, LLC | 21,609 | $4.55M | 3.27% | +127+0.6% | Added |
| Alterna Wealth Management, Inc | 21,663 | $4.56M | 4.00% | +1,347+6.6% | Added |
| Finivi Inc. | 21,700 | $4.57M | 3.79% | +381+1.8% | Added |
| Jackson, Grant Investment Advisers, Inc. | 21,725 | $4.58M | 1.85% | +2,355+12.2% | Added |
| Sara-Bay Financial | 21,737 | $4.58M | 1.86% | +1,021+4.9% | Added |
| Cranbrook Wealth Management, LLC | 21,741 | $4.58M | 1.13% | +10,419+92.0% | Added |
| Stony Point Wealth Management Inc. | 21,756 | $4.58M | 1.99% | −497−2.2% | Reduced |
| Birchcreek Wealth Management, LLC | 21,761 | $4.58M | 2.58% | −1,425−6.1% | Reduced |
| Revere Asset Management, Inc | 21,811 | $4.59M | 4.57% | +20,411+1,457.9% | Added |
| Quantbot Technologies LP | 21,828 | $4.60M | 0.22% | −12,662−36.7% | Reduced |
| Forbes Financial Planning, Inc. | 21,833 | $4.60M | 3.61% | −827−3.6% | Reduced |
| Beta Wealth Group, Inc. | 21,840 | $4.60M | 2.18% | −4,689−17.7% | Reduced |
| Blue Square Asset Management, LLC | 21,867 | $4.61M | 2.68% | +2,810+14.7% | Added |
| Fonville Wealth Management LLC | 21,884 | $4.61M | 1.83% | +2,339+12.0% | Added |
| STAR Financial Bank | 21,908 | $4.61M | 3.55% | −764−3.4% | Reduced |
| Planning Capital Management Corp | 21,932 | $4.62M | 3.26% | −27−0.1% | Reduced |
| Beck Capital Management, LLC | 21,953 | $4.62M | 1.27% | +4,130+23.2% | Added |
| TMD Wealth Management, LLC | 21,959 | $4.63M | 1.01% | −2,195−9.1% | Reduced |
| Angeles Investment Advisors, LLC | 22,011 | $4.64M | 0.24% | +9,706+78.9% | Added |
| Brooks, Moore & Associates, Inc. | 22,017 | $4.64M | 2.98% | 00.0% | Unchanged |
| United Community Bank | 22,059 | $4.65M | 1.88% | +9,711+78.6% | Added |
| Private Client Services, LLC | 22,068 | $4.65M | 2.92% | −183−0.8% | Reduced |
| Nottingham Advisors, Inc. | 22,070 | $4.65M | 0.55% | +4,237+23.8% | Added |
| AA Financial Advisors, LLC | 22,100 | $4.65M | 1.64% | +1,012+4.8% | Added |
| Pinpoint Asset Management Ltd | 22,149 | $4.67M | 0.69% | +22,149 | New |
| Whalen Wealth Management Inc. | 22,152 | $4.67M | 3.70% | +10,561+91.1% | Added |
| Primoris Wealth Advisors, LLC | 22,179 | $4.67M | 3.73% | −2,783−11.1% | Reduced |
| Driehaus Capital Management LLC | 22,210 | $4.68M | 0.05% | +11,949+116.5% | Added |
| Versant Capital Management, Inc | 22,227 | $4.68M | 1.18% | +4,938+28.6% | Added |
| Cornercap Investment Counsel Inc | 22,286 | $4.69M | 0.76% | −569−2.5% | Reduced |
| Summitry LLC | 22,351 | $4.71M | 0.24% | +725+3.4% | Added |
| Peavine Capital, LLC | 22,360 | $4.71M | 1.20% | 00.0% | Unchanged |
| First Citizens Financial Corp | 22,363 | $4.71M | 2.79% | −90−0.4% | Reduced |
| Dechtman Wealth Management, LLC | 22,380 | $4.71M | 1.05% | −8,383−27.3% | Reduced |
| American Capital Advisory, LLC | 24,511 | $4.72M | 3.39% | +2,046+9.1% | Added |
| White Knight Strategic Wealth Advisors, LLC | 22,416 | $4.72M | 4.71% | +70+0.3% | Added |
| Massachusetts Wealth Management | 22,418 | $4.72M | 3.17% | +302+1.4% | Added |
| Heartwood Wealth Advisors LLC | 22,424 | $4.72M | 0.56% | +9,096+68.2% | Added |
| Cassady Schiller Wealth Management, LLC | 22,434 | $4.73M | 1.92% | −259−1.1% | Reduced |
| Windsor Capital Management, LLC | 22,436 | $4.73M | 1.46% | +40+0.2% | Added |
| Ogorek Anthony Joseph | 22,463 | $4.73M | 1.64% | −45−0.2% | Reduced |
| Hillsdale Investment Management Inc. | 22,469 | $4.73M | 0.37% | +150+0.7% | Added |
| Lakewood Asset Management LLC | 22,519 | $4.74M | 3.31% | −87−0.4% | Reduced |
| Walker Asset Management, LLC | 22,550 | $4.75M | 3.20% | −38−0.2% | Reduced |
| Campbell Wealth Management | 22,551 | $4.75M | 1.53% | +4,289+23.5% | Added |
| Successful Portfolios LLC | 22,553 | $4.75M | 3.32% | −335−1.5% | Reduced |
| Financial Network Wealth Advisors LLC | 21,893 | $4.75M | 3.55% | +11,380+108.2% | Added |
| LGL Partners, LLC | 22,555 | $4.75M | 0.69% | −173−0.8% | Reduced |
| Valueworks LLC | 22,583 | $4.76M | 1.48% | +140+0.6% | Added |
| Dougherty Wealth Advisers LLC | 22,588 | $4.76M | 4.16% | +17+0.1% | Added |
| S.A. Mason LLC | 22,594 | $4.76M | 2.71% | +546+2.5% | Added |
| Cadinha & Co LLC | 22,608 | $4.76M | 0.88% | −2,887−11.3% | Reduced |
| Deseret Mutual Benefit Administrators | 22,609 | $4.76M | 2.21% | +611+2.8% | Added |
| First National Bank Sioux Falls | 22,671 | $4.77M | 2.48% | 00.0% | Unchanged |
| Synergy Financial Group, LTD | 22,679 | $4.78M | 5.00% | +1,279+6.0% | Added |
| AXS Investments LLC | 22,692 | $4.78M | 1.33% | +2,246+11.0% | Added |
| Luts & Greenleigh Group, Inc | 22,728 | $4.79M | 4.98% | +22,728 | New |
| Fuller & Thaler Asset Management, Inc. | 22,741 | $4.79M | 0.02% | 00.0% | Unchanged |
| Roanoke Asset Management Corp | 22,758 | $4.79M | 1.58% | −405−1.7% | Reduced |
| Outfitter Financial LLC | 22,770 | $4.80M | 3.99% | −140−0.6% | Reduced |
| Vienna Asset Management LLC | 22,818 | $4.81M | 3.98% | −6,282−21.6% | Reduced |
| First Affirmative Financial Network | 22,820 | $4.81M | 3.34% | +823+3.7% | Added |
| Bluesphere Advisors, LLC | 22,881 | $4.82M | 2.46% | +2,050+9.8% | Added |
| Raelipskie Partnership | 22,899 | $4.82M | 2.57% | +340+1.5% | Added |
| BKM Wealth Management, LLC | 22,914 | $4.83M | 2.32% | −22,092−49.1% | Reduced |
| Dunhill Financial, LLC | 22,925 | $4.83M | 3.00% | −1,336−5.5% | Reduced |
| Palisades Hudson Asset Management, L.P. | 22,956 | $4.83M | 2.22% | −687−2.9% | Reduced |
| RS Crum Inc. | 22,974 | $4.84M | 1.27% | +8,343+57.0% | Added |
| Richard P Slaughter Associates Inc | 22,978 | $4.84M | 1.14% | −4,006−14.8% | Reduced |
| Richard W. Paul & Associates, LLC | 22,999 | $4.84M | 1.87% | +365+1.6% | Added |
| Viking Fund Management LLC | 23,000 | $4.84M | 0.87% | 00.0% | Unchanged |
| Dimension Capital Management LLC | 23,001 | $4.84M | 0.99% | −2,437−9.6% | Reduced |
| Retirement Guys Formula LLC | 23,016 | $4.85M | 2.32% | −3,119−11.9% | Reduced |
| Blackston Financial Advisory Group, LLC | 23,028 | $4.85M | 2.71% | +7,270+46.1% | Added |
| Ewa, LLC | 21,562 | $4.85M | 2.01% | +2,641+14.0% | Added |
| Union Savings Bank | 23,038 | $4.85M | 2.55% | −1,147−4.7% | Reduced |
| Summit Wealth & Retirement Planning, Inc. | 23,041 | $4.85M | 1.65% | −220−0.9% | Reduced |
| Camarda Financial Advisors, LLC | 23,045 | $4.85M | 1.91% | +11,597+101.3% | Added |
| TAP Consulting, LLC | 23,103 | $4.87M | 1.03% | +645+2.9% | Added |
| Carr Financial Group Corp | 23,108 | $4.87M | 1.55% | −3,656−13.7% | Reduced |
| American Planning Services, Inc. | 23,111 | $4.87M | 3.42% | +12,064+109.2% | Added |
| Skyline Advisors, Inc. | 23,112 | $4.87M | 2.12% | −2,032−8.1% | Reduced |
| New World Advisors LLC | 23,128 | $4.87M | 1.36% | −623−2.6% | Reduced |
| Fiducient Advisors LLC | 23,128 | $4.87M | 0.67% | +1,096+5.0% | Added |
| Gould Capital, LLC | 23,143 | $4.87M | 3.44% | +66+0.3% | Added |
| Rational Advisors LLC | 23,168 | $4.88M | 0.48% | +14,965+182.4% | Added |
| Horan Securities, Inc. | 23,205 | $4.89M | 2.11% | +37+0.2% | Added |
| Leibman Financial Services, Inc. | 23,255 | $4.90M | 3.64% | +614+2.7% | Added |
| Seldon Capital LP | 23,268 | $4.90M | 2.68% | 00.0% | Unchanged |
| Signify Wealth | 23,320 | $4.91M | 7.07% | +167+0.7% | Added |
| Measured Wealth Private Client Group, LLC | 23,328 | $4.91M | 1.73% | −39−0.2% | Reduced |
| New Wave Wealth Advisors LLC | 23,334 | $4.91M | 2.64% | +23,334 | New |
| Adamsbrown Wealth Consultants LLC | 23,411 | $4.93M | 1.92% | +499+2.2% | Added |
| PCA Investment Advisory Services Inc. | 23,442 | $4.94M | 2.59% | +386+1.7% | Added |
| InTrack Investment Management Inc | 23,478 | $4.94M | 3.52% | −669−2.8% | Reduced |
| Ardsley Advisory Partners LP | 23,500 | $4.95M | 0.90% | −1,500−6.0% | Reduced |