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 |
|---|---|---|---|---|---|
| Addison Capital Co | 25,587 | $5.39M | 2.34% | −1,758−6.4% | Reduced |
| Creekmur Asset Management LLC | 25,588 | $5.39M | 1.39% | +564+2.3% | Added |
| Marest Capital, LLC | 25,598 | $5.39M | 4.79% | +31+0.1% | Added |
| Green Square Capital Advisors LLC | 25,604 | $5.39M | 0.74% | −7,500−22.7% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 25,135 | $5.39M | 1.86% | −24,977−49.8% | Reduced |
| Mendel Capital Management LLC | 25,670 | $5.41M | 3.49% | −37−0.1% | Reduced |
| Advanced Portfolio Management, LLC | 25,702 | $5.41M | 3.74% | 00.0% | Unchanged |
| Tanaka Capital Management Inc | 25,715 | $5.42M | 12.82% | −445−1.7% | Reduced |
| Tennessee Valley Asset Management Partners | 25,762 | $5.43M | 1.02% | +6,541+34.0% | Added |
| Emprise Bank | 25,789 | $5.43M | 3.35% | −244−0.9% | Reduced |
| American Institute for Advanced Investment Management, LLP | 25,797 | $5.43M | 4.16% | −170−0.7% | Reduced |
| Maxi Investments CY Ltd | 25,857 | $5.45M | 1.23% | +17,175+197.8% | Added |
| American State Bank (Iowa) | 25,859 | $5.45M | 3.49% | +9,651+59.5% | Added |
| E&G Advisors, LP | 25,863 | $5.45M | 1.60% | −534−2.0% | Reduced |
| PrairieView Partners, LLC | 25,871 | $5.45M | 0.61% | +939+3.8% | Added |
| Raleigh Capital Management Inc. | 25,887 | $5.45M | 2.32% | +3,218+14.2% | Added |
| Evergreen Private Wealth LLC | 25,888 | $5.45M | 2.69% | +402+1.6% | Added |
| Legacy Capital Wealth Partners, LLC | 25,893 | $5.45M | 1.39% | +16,971+190.2% | Added |
| Hoxton Planning & Management, LLC | 25,910 | $5.46M | 2.54% | −651−2.5% | Reduced |
| Royal Capital Wealth Management, LLC | 25,929 | $5.46M | 4.11% | +1,174+4.7% | Added |
| Austin Asset Management Co Inc | 25,933 | $5.46M | 1.12% | −305−1.2% | Reduced |
| ShoreHaven Wealth Partners, LLC | 25,935 | $5.46M | 2.87% | −487−1.8% | Reduced |
| Prosperity Wealth Management, Inc. | 25,995 | $5.48M | 2.69% | +248+1.0% | Added |
| JBF Capital, Inc. | 26,000 | $5.48M | 0.85% | 00.0% | Unchanged |
| Spectrum Wealth Advisory Group, LLC | 26,009 | $5.48M | 5.86% | +214+0.8% | Added |
| Schrum Private Wealth Management LLC | 26,048 | $5.49M | 4.95% | −605−2.3% | Reduced |
| Greenup Street Wealth Management LLC | 26,061 | $5.49M | 1.29% | +12,362+90.2% | Added |
| NorthStar Asset Management LLC | 26,071 | $5.49M | 3.81% | +642+2.5% | Added |
| Certus Wealth Management, LLC | 26,091 | $5.50M | 4.17% | 00.0% | Unchanged |
| Worth Financial Advisory Group, LLC | 26,129 | $5.50M | 3.61% | −236−0.9% | Reduced |
| Neo Ivy Capital Management | 26,144 | $5.51M | 1.08% | +26,144 | New |
| MeadowBrook Investment Advisors LLC | 26,155 | $5.51M | 5.22% | −465−1.7% | Reduced |
| Richardson Financial Services Inc. | 26,185 | $5.52M | 3.97% | −743−2.8% | Reduced |
| MGO Private Wealth, LLC | 26,198 | $5.52M | 3.47% | −546−2.0% | Reduced |
| McRae Capital Management Inc | 26,203 | $5.52M | 1.26% | −1,800−6.4% | Reduced |
| Trustco Bank Corp N Y | 26,241 | $5.53M | 5.88% | −260−1.0% | Reduced |
| WMG Financial Advisors, LLC | 26,289 | $5.54M | 2.93% | +3,290+14.3% | Added |
| TPG Advisors LLC | 26,303 | $5.54M | 4.72% | +26,303 | New |
| Austin Wealth Management, LLC | 24,374 | $5.55M | 1.30% | +672+2.8% | Added |
| Affinity Wealth Management LLC | 26,420 | $5.56M | 1.02% | +964+3.8% | Added |
| Grey Fox Wealth Advisors, LLC | 26,445 | $5.57M | 1.96% | −36−0.1% | Reduced |
| Values Added Financial LLC | 26,474 | $5.58M | 4.02% | +1,098+4.3% | Added |
| Collaborative Wealth Managment Inc. | 26,511 | $5.58M | 2.73% | −75−0.3% | Reduced |
| Deltec Asset Management LLC | 26,520 | $5.59M | 1.07% | +1,516+6.1% | Added |
| Breed's Hill Capital LLC | 26,540 | $5.59M | 4.95% | +270+1.0% | Added |
| Ullmann Financial Group, Inc. | 26,577 | $5.60M | 0.80% | +2,299+9.5% | Added |
| Castleview Partners, LLC | 26,592 | $5.60M | 3.18% | +4,479+20.3% | Added |
| LWM Advisory Services, LLC | 26,596 | $5.60M | 4.72% | −2,264−7.8% | Reduced |
| Clayton Financial Group LLC | 32,694 | $5.61M | 2.42% | +403+1.2% | Added |
| West Oak Capital, LLC | 26,670 | $5.62M | 2.26% | −660−2.4% | Reduced |
| Redwood Investments, LLC | 30,897 | $5.62M | 1.91% | −8,206−21.0% | Reduced |
| Hamilton Capital, LLC | 26,763 | $5.64M | 0.43% | −49−0.2% | Reduced |
| Options Solutions, LLC | 26,767 | $5.64M | 3.38% | −3,929−12.8% | Reduced |
| Gries Financial LLC | 26,802 | $5.65M | 1.16% | −30,789−53.5% | Reduced |
| Strategic Family Wealth Counselors, L.L.C. | 26,839 | $5.65M | 2.15% | −139−0.5% | Reduced |
| Prelude Capital Management, LLC | 26,866 | $5.66M | 0.47% | +12,011+80.9% | Added |
| Regis Management CO LLC | 26,902 | $5.67M | 1.71% | 00.0% | Unchanged |
| Bey-Douglas LLC | 26,905 | $5.67M | 5.24% | −1,808−6.3% | Reduced |
| Sym Financial Corp | 26,931 | $5.67M | 0.90% | +6,060+29.0% | Added |
| Archvest Wealth Advisors, Inc. | 26,198 | $5.68M | 3.76% | −143−0.5% | Reduced |
| Deuterium Capital Management, LLC | 27,000 | $5.69M | 9.58% | −18,000−40.0% | Reduced |
| DDFG, Inc | 27,014 | $5.69M | 1.76% | +79+0.3% | Added |
| Magnolia Capital Management Ltd | 27,016 | $5.69M | 4.78% | +265+1.0% | Added |
| Butensky & Cohen Financial Security, Inc | 27,066 | $5.70M | 1.81% | +125+0.5% | Added |
| Pinnacle Family Advisors, LLC | 27,076 | $5.70M | 3.15% | −251−0.9% | Reduced |
| New Republic Capital, LLC | 27,098 | $5.71M | 2.87% | +3,752+16.1% | Added |
| Icapital Wealth LLC | 27,121 | $5.71M | 3.12% | +1,049+4.0% | Added |
| Argus Investors' Counsel, Inc. | 27,124 | $5.71M | 3.51% | −308−1.1% | Reduced |
| Fullcircle Wealth LLC | 26,285 | $5.74M | 2.82% | +26,285 | New |
| Alaska Permanent Fund Corp | 25,886 | $5.75M | 0.09% | −221−0.8% | Reduced |
| RW Investment Management LLC | 27,331 | $5.76M | 0.78% | −2,020−6.9% | Reduced |
| Marshall & Sullivan Inc | 27,348 | $5.76M | 2.88% | −119−0.4% | Reduced |
| Great Diamond Partners, LLC | 27,404 | $5.77M | 1.36% | −1,588−5.5% | Reduced |
| Cynosure Management, LLC | 27,407 | $5.77M | 0.93% | +1,086+4.1% | Added |
| Lifeworks Advisors, LLC | 27,454 | $5.78M | 1.61% | +2,972+12.1% | Added |
| Herbst Group, LLC | 27,484 | $5.79M | 3.52% | −100.0% | Reduced |
| One Charles Private Wealth Services, LLC | 27,487 | $5.79M | 2.41% | −1,370−4.7% | Reduced |
| Bright Valley Capital Ltd | 27,500 | $5.79M | 6.53% | +27,500 | New |
| Regency Capital Management Inc. | 27,534 | $5.80M | 3.73% | −4,422−13.8% | Reduced |
| Cahaba Wealth Management, Inc. | 27,601 | $5.81M | 0.51% | −1,118−3.9% | Reduced |
| Pacific Wealth Strategies Group, Inc. | 27,607 | $5.81M | 4.80% | −2,186−7.3% | Reduced |
| Granite Harbor Advisors, Inc. | 27,609 | $5.81M | 3.69% | +630+2.3% | Added |
| Somerset Group LLC | 27,650 | $5.82M | 5.17% | +631+2.3% | Added |
| SFI Advisors, LLC | 27,692 | $5.83M | 4.49% | +100+0.4% | Added |
| Exchange Capital Management, Inc. | 27,752 | $5.85M | 0.95% | −1,626−5.5% | Reduced |
| Integrity Financial Corp | 27,755 | $5.85M | 3.66% | −1,645−5.6% | Reduced |
| Richmond Brothers, Inc. | 27,758 | $5.85M | 11.56% | −2,381−7.9% | Reduced |
| Libra Wealth LLC | 27,809 | $5.86M | 2.54% | +1,001+3.7% | Added |
| Westshore Wealth, LLC | 27,822 | $5.86M | 2.43% | −664−2.3% | Reduced |
| Edmonds Duncan Registered Investment Advisors, LLC | 27,838 | $5.86M | 1.43% | −91−0.3% | Reduced |
| Total Clarity Wealth Management, Inc. | 27,859 | $5.87M | 2.04% | −1,726−5.8% | Reduced |
| Tandem Capital Management Corp | 25,937 | $5.87M | 3.22% | −369−1.4% | Reduced |
| M. Kraus & Co | 27,884 | $5.87M | 1.80% | −616−2.2% | Reduced |
| Michael B. Yongue | 27,910 | $5.88M | 5.06% | −1,584−5.4% | Reduced |
| WESCAP Management Group, Inc. | 27,927 | $5.88M | 1.67% | +551+2.0% | Added |
| MWA Asset Management | 27,965 | $5.89M | 4.20% | +25+0.1% | Added |
| Corrigan Financial, Inc. | 34,366 | $5.89M | 1.50% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 27,982 | $5.89M | 3.54% | −42,878−60.5% | Reduced |
| My Personal CFO, LLC | 28,002 | $5.90M | 3.15% | +179+0.6% | Added |
| Edge Financial Advisors LLC | 28,021 | $5.90M | 6.11% | −2,915−9.4% | Reduced |