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 |
|---|---|---|---|---|---|
| Ardsley Advisory Partners LP | 23,500 | $4.95M | 0.90% | −1,500−6.0% | Reduced |
| Financial Management Professionals, Inc. | 23,526 | $4.96M | 0.68% | −862−3.5% | Reduced |
| Almanack Investment Partners, LLC. | 23,662 | $4.98M | 0.84% | −264−1.1% | Reduced |
| Oxford Wealth Group, LLC | 23,715 | $4.99M | 3.43% | +4,003+20.3% | Added |
| Mosaic Financial Group, LLC | 23,730 | $5.00M | 3.59% | +1,373+6.1% | Added |
| David J Yvars Group | 23,816 | $5.02M | 3.14% | −1,052−4.2% | Reduced |
| IAM Advisory, LLC | 23,823 | $5.02M | 1.36% | −43−0.2% | Reduced |
| Mascoma Wealth Management LLC | 23,865 | $5.03M | 1.33% | −262−1.1% | Reduced |
| Capital Planning LLC | 23,871 | $5.03M | 1.51% | +50.0% | Added |
| Financial Advisory Corp | 23,878 | $5.03M | 2.09% | +690+3.0% | Added |
| Selective Wealth Management, Inc. | 22,004 | $5.03M | 2.22% | −745−3.3% | Reduced |
| LVZ Advisors, Inc. | 23,892 | $5.03M | 0.69% | +4,234+21.5% | Added |
| Peterson Wealth Management | 23,892 | $5.03M | 3.11% | +379+1.6% | Added |
| Financial Advisory Partners, LLC | 23,896 | $5.03M | 1.88% | −783−3.2% | Reduced |
| Castle Wealth Management LLC | 23,896 | $5.03M | 2.41% | −102−0.4% | Reduced |
| Hofer & Associates. Inc | 23,921 | $5.04M | 3.91% | +134+0.6% | Added |
| Salvus Wealth Management, LLC | 23,938 | $5.04M | 3.46% | +3,137+15.1% | Added |
| Betterment LLC | 23,965 | $5.05M | 0.01% | +1,342+5.9% | Added |
| Verum Partners LLC | 23,967 | $5.05M | 1.63% | +557+2.4% | Added |
| Beaird Harris Wealth Management, LLC | 23,992 | $5.05M | 0.48% | +1,521+6.8% | Added |
| Cutler Investment Counsel LLC | 24,003 | $5.06M | 0.69% | −135−0.6% | Reduced |
| Fortune Financial Advisors, LLC | 24,021 | $5.06M | 3.10% | +80+0.3% | Added |
| Vickerman Investment Advisors, Inc. | 24,040 | $5.06M | 1.63% | −1,263−5.0% | Reduced |
| Evergreen Wealth Solutions, LLC | 24,058 | $5.07M | 3.60% | −1,407−5.5% | Reduced |
| Carson Advisory Inc. | 24,095 | $5.07M | 3.56% | +409+1.7% | Added |
| Annandale Capital, LLC | 24,139 | $5.08M | 1.06% | +204+0.9% | Added |
| Parallax Volatility Advisers, L.P. | 24,153 | $5.09M | 0.13% | −352,206−93.6% | Reduced |
| Second Line Capital, LLC | 24,172 | $5.09M | 1.56% | +1,284+5.6% | Added |
| Traveka Wealth, LLC | 24,173 | $5.09M | 2.49% | +1,044+4.5% | Added |
| Capital Markets Trading UK LLP | 24,192 | $5.09M | 3.74% | +2,138+9.7% | Added |
| Pathway Financial Advisers, LLC | 24,338 | $5.10M | 1.83% | +306+1.3% | Added |
| Maia Wealth LLC | 21,782 | $5.11M | 1.54% | +21,782 | New |
| KFG Wealth Management, LLC | 24,249 | $5.11M | 2.03% | +305+1.3% | Added |
| Legacy Wealth Asset Management, LLC | 24,302 | $5.12M | 1.44% | +584+2.5% | Added |
| Dodge & Cox | 24,318 | $5.12M | 0.00% | −38−0.2% | Reduced |
| Melfa Wealth Management, LLC | 24,334 | $5.13M | 3.58% | −368−1.5% | Reduced |
| Outlook Wealth Advisors, LLC | 24,347 | $5.13M | 2.48% | +1,178+5.1% | Added |
| Bellwether Advisors, LLC | 24,349 | $5.13M | 1.08% | +19,352+387.3% | Added |
| Eight 31 Financial LLC | 24,378 | $5.13M | 3.91% | −615−2.5% | Reduced |
| Duquesne Family Office LLCSuperinvestorDuquesne Family Office | 24,400 | $5.14M | 0.18% | −90,300−78.7% | Reduced |
| Tectonic Advisors LLC | 24,422 | $5.14M | 0.37% | +490+2.0% | Added |
| PFW Advisors LLC | 24,450 | $5.15M | 1.64% | −373−1.5% | Reduced |
| Fortem Financial Group, LLC | 24,452 | $5.15M | 2.21% | −507−2.0% | Reduced |
| Red Wave Investments LLC | 24,455 | $5.15M | 1.90% | −603−2.4% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 24,476 | $5.16M | 3.35% | +1,155+5.0% | Added |
| Rockingstone Advisors LLC | 24,492 | $5.16M | 2.65% | +423+1.8% | Added |
| Tevis Investment Management | 24,496 | $5.16M | 4.14% | +103+0.4% | Added |
| KWMG, LLC | 24,545 | $5.17M | 0.56% | +13,905+130.7% | Added |
| Elmwood Wealth Management, Inc. | 24,547 | $5.17M | 2.30% | −900−3.5% | Reduced |
| Wilkins Investment Counsel Inc | 24,558 | $5.17M | 0.77% | +405+1.7% | Added |
| West Paces Advisors Inc. | 24,603 | $5.18M | 1.35% | −678−2.7% | Reduced |
| Sykon Capital LLC | 24,621 | $5.19M | 1.96% | +7,253+41.8% | Added |
| Park Place Capital Corp | 24,649 | $5.19M | 1.66% | −844−3.3% | Reduced |
| Center For Asset Management LLC | 24,670 | $5.20M | 3.44% | +1,175+5.0% | Added |
| Crescent Sterling, Ltd. | 24,674 | $5.20M | 4.98% | −610−2.4% | Reduced |
| Parkside Advisors LLC | 24,689 | $5.20M | 1.33% | −18,943−43.4% | Reduced |
| Financial Connections Group, Inc. | 24,734 | $5.21M | 2.70% | −1,030−4.0% | Reduced |
| Heritage Wealth Management, Inc. | 24,763 | $5.22M | 5.03% | −176−0.7% | Reduced |
| Pine Harbor Wealth Management, LLC | 24,782 | $5.22M | 3.07% | +906+3.8% | Added |
| FinDec Wealth Services, Inc. | 24,830 | $5.23M | 3.30% | −963−3.7% | Reduced |
| Doliver Advisors, LP | 24,836 | $5.23M | 1.46% | −852−3.3% | Reduced |
| Granger Management LLC | 24,855 | $5.23M | 0.87% | +292+1.2% | Added |
| Financial Advisors, LLC | 24,865 | $5.24M | 1.07% | −129−0.5% | Reduced |
| VCI Wealth Management LLC | 24,881 | $5.24M | 2.59% | +13,217+113.3% | Added |
| WPWealth LLP | 24,884 | $5.24M | 1.27% | +112+0.5% | Added |
| Lynx Investment Advisory | 24,885 | $5.24M | 3.88% | +24,885 | New |
| Fairscale Capital, LLC | 22,360 | $5.25M | 4.66% | +22,360 | New |
| Curran Financial Partners, LLC | 24,933 | $5.25M | 1.76% | +83+0.3% | Added |
| Herald Investment Management Ltd | 25,000 | $5.26M | 0.86% | 00.0% | Unchanged |
| Diversified Portfolios, Inc. | 24,966 | $5.26M | 0.69% | −523−2.1% | Reduced |
| Davis Investment Partners, LLC | 22,813 | $5.26M | 2.16% | −254−1.1% | Reduced |
| Twinbeech Capital LP | 24,978 | $5.26M | 0.10% | −331,816−93.0% | Reduced |
| Maytus Capital Management, LLC | 25,000 | $5.27M | 1.88% | −20,000−44.4% | Reduced |
| Auto-Owners Insurance Co | 25,000 | $5.27M | 0.14% | 00.0% | Unchanged |
| Valliance Asset Management Ltd | 25,000 | $5.27M | 8.41% | +25,000 | New |
| Global Strategic Investment Solutions, LLC | 25,002 | $5.27M | 0.64% | −1,678−6.3% | Reduced |
| Firethorn Wealth Partners, LLC | 25,016 | $5.27M | 2.98% | +36+0.1% | Added |
| Elser Financial Planning, Inc | 25,025 | $5.27M | 0.88% | +25,025 | New |
| Mountain Pacific Investment Advisers Inc | 25,029 | $5.27M | 0.39% | −708−2.8% | Reduced |
| Charles Schwab Trust Co | 25,074 | $5.28M | 0.49% | +1,091+4.5% | Added |
| Sentinus, LLC | 25,084 | $5.28M | 1.72% | +1,133+4.7% | Added |
| Hyperion Partners, LLC | 25,128 | $5.29M | 3.78% | −422−1.7% | Reduced |
| Advisory Resource Group | 25,131 | $5.29M | 1.19% | +4,480+21.7% | Added |
| Legacy CG, LLC | 25,191 | $5.31M | 1.81% | +1,670+7.1% | Added |
| Sunburst Financial Group, LLC | 25,193 | $5.31M | 1.44% | −120.0% | Reduced |
| Eldridge Investment Advisors, Inc. | 25,195 | $5.31M | 1.34% | +871+3.6% | Added |
| Pine Ridge Advisers LLC | 25,210 | $5.31M | 0.57% | −10,030−28.5% | Reduced |
| Audent Global Asset Management, LLC | 25,292 | $5.33M | 5.55% | −3,556−12.3% | Reduced |
| Connective Capital Management, LLC | 25,295 | $5.33M | 10.02% | −2,061−7.5% | Reduced |
| ICW Investment Advisors LLC | 25,304 | $5.33M | 2.42% | −458−1.8% | Reduced |
| Court Place Advisors, LLC | 25,314 | $5.33M | 1.67% | +157+0.6% | Added |
| IronBridge Private Wealth, LLC | 25,383 | $5.35M | 2.00% | +54+0.2% | Added |
| Summit Wealth Group, LLC | 25,402 | $5.35M | 1.61% | −13,340−34.4% | Reduced |
| MBA Advisors LLC | 25,424 | $5.35M | 2.74% | −668−2.6% | Reduced |
| Hengehold Capital Management LLC | 25,427 | $5.36M | 0.56% | −203−0.8% | Reduced |
| Robbins Farley LLC | 25,458 | $5.36M | 2.85% | +442+1.8% | Added |
| Wiser Advisor Group LLC | 25,492 | $5.37M | 8.44% | −465−1.8% | Reduced |
| Creative Capital Management Investments LLC | 25,496 | $5.37M | 2.61% | −220−0.9% | Reduced |
| Arbor Investment Advisors, LLC | 25,503 | $5.37M | 0.79% | −31,922−55.6% | Reduced |
| Mountain Capital Investment Advisors, Inc | 22,954 | $5.38M | 1.34% | −16−0.1% | Reduced |