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; 6,151 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 | 6,151 | $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 | 4,404 | $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 |
|---|---|---|---|---|---|
| Colton Groome Financial Advisors, LLC | 30,509 | $6.43M | 2.53% | +333+1.1% | Added |
| Counterweight Ventures, LLC | 30,531 | $6.43M | 4.86% | +672+2.3% | Added |
| Home Federal Bank of Tennessee | 30,550 | $6.43M | 1.96% | +452+1.5% | Added |
| JBR Co Financial Management Inc | 30,559 | $6.44M | 4.52% | 00.0% | Unchanged |
| Riverview Trust Co | 30,569 | $6.44M | 6.10% | −11,128−26.7% | Reduced |
| Garrison Point Advisors, LLC | 30,641 | $6.45M | 4.26% | −559−1.8% | Reduced |
| Vectors Research Management, LLC | 30,655 | $6.46M | 1.98% | +160+0.5% | Added |
| Atom Investors LP | 30,681 | $6.46M | 0.65% | +3,983+14.9% | Added |
| 49 Wealth Management, LLC | 29,831 | $6.47M | 1.27% | +4,627+18.4% | Added |
| Dempze Nancy E | 30,707 | $6.47M | 4.44% | +517+1.7% | Added |
| Jacobsen Capital Management | 30,715 | $6.47M | 2.89% | +1,542+5.3% | Added |
| Altus Wealth Group LLC | 30,742 | $6.47M | 3.24% | +291+1.0% | Added |
| Needham Investment Management LLC | 30,750 | $6.48M | 0.53% | 00.0% | Unchanged |
| Snider Financial Group | 30,824 | $6.49M | 2.51% | +300+1.0% | Added |
| Total Investment Management Inc | 30,825 | $6.49M | 0.85% | −979−3.1% | Reduced |
| Hilltop Partners LLC | 30,877 | $6.50M | 2.40% | +82+0.3% | Added |
| Cantor Fitzgerald Investment Adviser L.P. | 30,894 | $6.51M | 0.50% | +357+1.2% | Added |
| Private Wealth Strategies, L.L.C. | 30,971 | $6.52M | 1.31% | −1,050−3.3% | Reduced |
| Center for Financial Planning, Inc. | 30,990 | $6.53M | 0.94% | +71+0.2% | Added |
| Goldstein Advisors, LLC | 30,995 | $6.53M | 1.09% | +27+0.1% | Added |
| Permanens Capital L.P. | 31,012 | $6.53M | 0.67% | +3,265+11.8% | Added |
| McCarthy Asset Management, Inc. | 31,044 | $6.54M | 3.85% | −86−0.3% | Reduced |
| Fiera Capital Corp | 31,046 | $6.54M | 0.02% | −4,650−13.0% | Reduced |
| Wynn Capital, LLC | 31,046 | $6.54M | 4.84% | +309+1.0% | Added |
| Barrett & Company, Inc. | 31,049 | $6.54M | 2.96% | +62+0.2% | Added |
| Kinsale Capital Group, Inc. | 31,069 | $6.54M | 2.27% | +5,905+23.5% | Added |
| Legacy Financial Strategies, LLC | 29,613 | $6.56M | 1.58% | +862+3.0% | Added |
| Evolution Wealth Advisors, LLC | 31,109 | $6.56M | 1.28% | +4,295+16.0% | Added |
| Tilia Fiduciary Partners, Inc. | 31,160 | $6.56M | 5.13% | +866+2.9% | Added |
| Willis Johnson & Associates, Inc. | 31,205 | $6.57M | 0.54% | +585+1.9% | Added |
| Kampmann Melissa S. | 31,233 | $6.58M | 4.80% | −1,041−3.2% | Reduced |
| 1858 Wealth Management, LLC | 31,270 | $6.59M | 5.47% | +3,452+12.4% | Added |
| Barton Investment Management | 31,344 | $6.60M | 0.88% | −1,700−5.1% | Reduced |
| Tarbox Family Office, Inc. | 31,400 | $6.61M | 1.17% | −31−0.1% | Reduced |
| Petix & Botte Co | 31,424 | $6.62M | 1.87% | +12,650+67.4% | Added |
| Burton Enright Welch | 31,461 | $6.63M | 1.53% | +50.0% | Added |
| Madden Securities Corp | 31,487 | $6.63M | 2.94% | +90+0.3% | Added |
| Taylor & Morgan Wealth Management, LLC | 31,499 | $6.63M | 4.69% | −185−0.6% | Reduced |
| Alesco Advisors LLC | 31,507 | $6.64M | 0.22% | −1,859−5.6% | Reduced |
| Cooper/Haims Advisors, LLC | 31,543 | $6.64M | 3.73% | +1,307+4.3% | Added |
| Beaton Management Co. Inc. | 31,592 | $6.65M | 3.58% | −152−0.5% | Reduced |
| Eley Financial Management, Inc | 31,606 | $6.66M | 2.82% | +80.0% | Added |
| BEAM Asset Management, LLC | 31,612 | $6.66M | 2.22% | +19,354+157.9% | Added |
| Security National Bank of Sioux City Iowa | 31,648 | $6.67M | 4.81% | −1,521−4.6% | Reduced |
| Seascape Capital Management | 31,673 | $6.67M | 2.49% | +114+0.4% | Added |
| River Street Advisors LLC | 31,675 | $6.67M | 4.14% | +1,034+3.4% | Added |
| Strategic Advocates LLC | 31,692 | $6.68M | 2.65% | −9,511−23.1% | Reduced |
| Monument Capital Management | 31,700 | $6.68M | 1.96% | −1,081−3.3% | Reduced |
| Maxwell Wealth Strategies Inc. | 31,727 | $6.68M | 3.27% | −31−0.1% | Reduced |
| ZRC Wealth Management, LLC | 31,773 | $6.69M | 3.17% | −269−0.8% | Reduced |
| Gerber, LLC | 31,814 | $6.70M | 5.27% | +100.0% | Added |
| Ergawealth Advisors, Inc. | 31,852 | $6.71M | 3.65% | +669+2.1% | Added |
| Anchor Capital Advisors LLC | 31,853 | $6.71M | 0.19% | −150−0.5% | Reduced |
| Next Level Private LLC | 31,875 | $6.71M | 3.07% | −21,420−40.2% | Reduced |
| CMG Global Holdings, LLC | 31,885 | $6.72M | 4.44% | −1,248−3.8% | Reduced |
| Archer Investment Corp | 31,913 | $6.72M | 1.96% | +82+0.3% | Added |
| Opal Wealth Advisors, LLC | 31,927 | $6.72M | 2.16% | +2,496+8.5% | Added |
| Wunderlich Capital Managemnt | 31,987 | $6.74M | 3.01% | −111−0.3% | Reduced |
| Hidden Lake Asset Management LP | 31,990 | $6.74M | 5.74% | +31,990 | New |
| Financial Partners Group, LLC | 31,995 | $6.74M | 2.62% | −1,638−4.9% | Reduced |
| Smith Shellnut Wilson LLC | 31,997 | $6.74M | 3.27% | 00.0% | Unchanged |
| Glynn Capital Management LLC | 32,023 | $6.74M | 1.36% | 00.0% | Unchanged |
| Coastwise Capital Group, LLC | 32,043 | $6.75M | 6.43% | −250−0.8% | Reduced |
| Baron Wealth Management LLC | 32,080 | $6.76M | 3.50% | +833+2.7% | Added |
| Crew Capital Management, Ltd. | 32,092 | $6.76M | 5.41% | −190−0.6% | Reduced |
| Keeler Thomas Management LLC | 32,189 | $6.78M | 2.31% | −600−1.8% | Reduced |
| Vaughan David Investments LLC | 32,231 | $6.79M | 0.17% | −5,259−14.0% | Reduced |
| Aft, Forsyth & Sober, LLC | 32,300 | $6.80M | 2.33% | 00.0% | Unchanged |
| Farrell Financial LLC | 32,367 | $6.82M | 5.31% | −17−0.1% | Reduced |
| Opus Investment Management Inc | 32,400 | $6.82M | 4.41% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 32,415 | $6.83M | 6.55% | +2,480+8.3% | Added |
| Wealth Quarterback LLC | 32,433 | $6.83M | 3.87% | +330+1.0% | Added |
| BCS Wealth Management | 32,442 | $6.83M | 3.32% | −2,736−7.8% | Reduced |
| Shorepoint Capital Partners LLC | 32,443 | $6.83M | 1.60% | −1,197−3.6% | Reduced |
| HBW Advisory Services LLC | 32,498 | $6.84M | 1.14% | −13,848−29.9% | Reduced |
| Horizon Investment Services, LLC | 32,521 | $6.85M | 3.23% | −1,766−5.2% | Reduced |
| Triangle Securities Wealth Management | 32,550 | $6.86M | 1.94% | −538−1.6% | Reduced |
| Essex LLC | 32,575 | $6.86M | 1.53% | −1,037−3.1% | Reduced |
| Investment Advisory Group, LLC | 32,723 | $6.89M | 2.66% | −253−0.8% | Reduced |
| Moran Wealth Management, LLC | 32,754 | $6.90M | 0.23% | +1,704+5.5% | Added |
| Peoples Bank | 32,763 | $6.90M | 3.58% | +3,338+11.3% | Added |
| Pacific Sage Partners, LLC | 32,860 | $6.92M | 1.72% | +90.0% | Added |
| Ameliora Wealth Management Ltd. | 32,911 | $6.93M | 3.15% | −3,767−10.3% | Reduced |
| Mayfair Advisory Group, LLC | 30,101 | $6.94M | 4.70% | −537−1.8% | Reduced |
| JNBA Financial Advisors | 32,965 | $6.94M | 0.73% | −1,055−3.1% | Reduced |
| LifeSteps Financial, Inc. | 32,967 | $6.94M | 5.73% | −909−2.7% | Reduced |
| Monetta Financial Services Inc | 33,000 | $6.95M | 6.01% | 00.0% | Unchanged |
| Soviero Asset Management, LP | 33,000 | $6.95M | 5.34% | +33,000 | New |
| WD Rutherford LLC | 33,044 | $6.96M | 3.49% | −1,504−4.4% | Reduced |
| Duff & Phelps Investment Management Co | 33,079 | $6.97M | 0.09% | −54,218−62.1% | Reduced |
| Aberdeen Wealth Management LLC | 33,135 | $6.98M | 4.72% | +515+1.6% | Added |
| Ahl Investment Management, Inc. | 33,157 | $6.98M | 5.12% | +1,680+5.3% | Added |
| Pinnacle Bancorp, Inc. | 33,197 | $6.99M | 2.06% | −175−0.5% | Reduced |
| Lakeshore Financial Planning, Inc. | 33,239 | $7.00M | 3.42% | −229−0.7% | Reduced |
| Long Run Wealth Advisors, LLC | 33,263 | $7.01M | 1.77% | +3,458+11.6% | Added |
| Andrew Hill Investment Advisors, Inc. | 33,270 | $7.01M | 5.81% | +28,288+567.8% | Added |
| Sather Financial Group Inc | 33,285 | $7.01M | 0.49% | −182−0.5% | Reduced |
| ELCO Management Co., LLC | 33,331 | $7.02M | 4.09% | +1,814+5.8% | Added |
| Check Capital Management Inc | 33,390 | $7.03M | 0.51% | +1,006+3.1% | Added |
| Front Street Capital Management, Inc. | 33,397 | $7.04M | 1.35% | −376−1.1% | Reduced |