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 |
|---|---|---|---|---|---|
| Ayrshire Capital Management LLC | 33,414 | $7.04M | 3.59% | +1,193+3.7% | Added |
| Sprott Inc. | 33,432 | $7.04M | 0.52% | −5,308−13.7% | Reduced |
| Howard Wealth Management, LLC | 33,438 | $7.04M | 5.55% | −895−2.6% | Reduced |
| Dynamic Technology Lab Private Ltd | 33,443 | $7.04M | 0.80% | +7,965+31.3% | Added |
| Etesian Wealth Advisors, Inc. | 33,447 | $7.04M | 3.96% | +1,317+4.1% | Added |
| Fortitude Advisory Group L.L.C. | 33,451 | $7.05M | 4.21% | −26,302−44.0% | Reduced |
| Legacy Edge Advisors, LLC | 33,494 | $7.05M | 1.30% | +6,532+24.2% | Added |
| Nova R Wealth, Inc. | 33,509 | $7.06M | 3.64% | −208−0.6% | Reduced |
| Dynasty Wealth Management, LLC | 33,550 | $7.07M | 0.21% | −2,129−6.0% | Reduced |
| Mason & Associates Inc | 33,556 | $7.07M | 1.88% | +2,785+9.1% | Added |
| Norris Financial Group, LLC | 33,576 | $7.07M | 3.68% | −1,074−3.1% | Reduced |
| Heritage Financial Services, LLC | 33,583 | $7.07M | 1.01% | −1,111−3.2% | Reduced |
| Altman Advisors, Inc. | 33,624 | $7.08M | 4.03% | −25−0.1% | Reduced |
| ODonnell Financial Services, LLC | 33,644 | $7.09M | 3.15% | −1,977−5.6% | Reduced |
| Meridian Management Co | 33,657 | $7.09M | 1.95% | +584+1.8% | Added |
| Ellsworth Advisors, LLC | 33,678 | $7.09M | 1.98% | +102+0.3% | Added |
| Byrne Asset Management LLC | 33,154 | $7.10M | 5.07% | −148−0.4% | Reduced |
| Osterweis Capital Management Inc | 33,749 | $7.11M | 0.37% | −436−1.3% | Reduced |
| Nvest Financial, LLC | 33,865 | $7.13M | 4.39% | −521−1.5% | Reduced |
| LCNB Corp | 33,869 | $7.13M | 2.66% | −469−1.4% | Reduced |
| Chase Investment Counsel Corp | 33,891 | $7.14M | 2.53% | +30,016+774.6% | Added |
| Abound Wealth Management | 33,906 | $7.14M | 2.63% | −55−0.2% | Reduced |
| Tempus Wealth Planning, LLC | 33,930 | $7.15M | 2.99% | +2,487+7.9% | Added |
| Sutton Place Investors LLC | 33,947 | $7.15M | 4.76% | −6,304−15.7% | Reduced |
| Investment Partners, Ltd. | 33,961 | $7.15M | 3.21% | −1,917−5.3% | Reduced |
| Samalin Investment Counsel, LLC | 33,972 | $7.16M | 3.34% | −2,163−6.0% | Reduced |
| White Lighthouse Investment Management Inc. | 34,053 | $7.17M | 1.38% | −3,395−9.1% | Reduced |
| Portside Wealth Group, LLC | 34,060 | $7.17M | 1.37% | −219−0.6% | Reduced |
| Davies Financial Advisors, Inc. | 34,117 | $7.19M | 6.71% | −1,498−4.2% | Reduced |
| Platinum Investment Management Ltd | 34,133 | $7.19M | 0.29% | +34,133 | New |
| Riverbridge Partners LLC | 34,138 | $7.19M | 0.10% | −55−0.2% | Reduced |
| Criterion Capital Advisors, LLC | 34,213 | $7.21M | 4.54% | +47+0.1% | Added |
| NavPoint Financial, Inc. | 34,225 | $7.21M | 6.26% | +90.0% | Added |
| Register Financial Advisors LLC | 34,231 | $7.21M | 3.64% | +1,019+3.1% | Added |
| MGB Wealth Management, LLC | 31,346 | $7.21M | 2.70% | +123+0.4% | Added |
| LaSalle St. Investment Advisors, LLC | 34,248 | $7.21M | 3.61% | +9,460+38.2% | Added |
| Lodestone Wealth Management LLC | 34,265 | $7.22M | 3.84% | +78+0.2% | Added |
| Glass Wealth Management Co LLC | 34,272 | $7.22M | 4.22% | +120.0% | Added |
| Sachetta, LLC | 33,016 | $7.22M | 3.14% | +260+0.8% | Added |
| Brio Consultants, LLC | 34,327 | $7.23M | 1.19% | +2,976+9.5% | Added |
| Long Road Investment Counsel, LLC | 34,351 | $7.24M | 3.15% | 00.0% | Unchanged |
| Hudock, Inc. | 34,357 | $7.24M | 1.35% | −82−0.2% | Reduced |
| BOCHK Asset Management Ltd | 34,400 | $7.25M | 2.37% | +34,400 | New |
| Clark Financial Services Group Inc | 34,413 | $7.25M | 7.64% | −2,509−6.8% | Reduced |
| Bridge Advisory, LLC | 34,413 | $7.25M | 3.57% | +851+2.5% | Added |
| Teza Capital Management LLC | 34,447 | $7.26M | 0.89% | −603−1.7% | Reduced |
| Paragon Private Wealth Management, LLC | 34,458 | $7.26M | 4.10% | −4,092−10.6% | Reduced |
| Leelyn Smith, LLC | 34,492 | $7.26M | 1.40% | +140.0% | Added |
| Legacy Financial Group, Inc. | 34,512 | $7.27M | 2.75% | −468−1.3% | Reduced |
| Fruth Investment Management | 34,524 | $7.27M | 1.98% | −54−0.2% | Reduced |
| BOS Asset Management, LLC | 34,523 | $7.27M | 3.35% | −175−0.5% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 34,626 | $7.29M | 1.58% | +342+1.0% | Added |
| Retirement Planning Co of New England, Inc. | 34,626 | $7.29M | 3.97% | −183−0.5% | Reduced |
| Montz Harcus Wealth Management LLC | 34,662 | $7.30M | 4.73% | −19−0.1% | Reduced |
| Correct Capital Wealth Management | 34,667 | $7.30M | 1.71% | +1,227+3.7% | Added |
| Omnia Family Wealth, LLC | 34,696 | $7.31M | 3.09% | +1,756+5.3% | Added |
| SYSTM Wealth Solutions LLC | 34,705 | $7.31M | 1.63% | −17,188−33.1% | Reduced |
| WFA Asset Management Corp | 34,708 | $7.31M | 4.13% | −2,022−5.5% | Reduced |
| Fortis Capital Management LLC | 34,736 | $7.32M | 1.56% | +16,143+86.8% | Added |
| Aprio Wealth Management, LLC | 34,748 | $7.32M | 1.33% | +52+0.1% | Added |
| Beacon Financial Advisory LLC | 34,855 | $7.34M | 2.74% | +6,497+22.9% | Added |
| Cora Capital Advisors LLC | 34,971 | $7.37M | 3.79% | −1,199−3.3% | Reduced |
| Paradiem, LLC | 34,976 | $7.37M | 1.85% | 00.0% | Unchanged |
| BTG Pactual Asset Management US LLC | 34,982 | $7.37M | 1.85% | +34,982 | New |
| Mattson Financial Services, LLC | 34,998 | $7.37M | 2.63% | +34,998 | New |
| Madison Wealth Partners, Inc | 35,052 | $7.38M | 2.53% | −231−0.7% | Reduced |
| Arnhold LLC | 35,067 | $7.39M | 0.78% | 00.0% | Unchanged |
| Denver Wealth Management, Inc. | 35,118 | $7.40M | 3.70% | −887−2.5% | Reduced |
| Capital Management Associates, Inc | 35,120 | $7.40M | 4.48% | −3,937−10.1% | Reduced |
| New Century Financial Group, LLC | 35,177 | $7.41M | 3.15% | +23,080+190.8% | Added |
| Marion Wealth Management | 35,182 | $7.41M | 2.18% | +1,192+3.5% | Added |
| Gitterman Wealth Management, LLC | 35,204 | $7.41M | 2.86% | −543−1.5% | Reduced |
| Barry Investment Advisors, LLC | 35,232 | $7.42M | 2.50% | −451−1.3% | Reduced |
| tru Independence LLC | 35,274 | $7.43M | 2.24% | +213+0.6% | Added |
| Benchmark Financial Wealth Advisors, LLC | 35,287 | $7.43M | 2.75% | −2,240−6.0% | Reduced |
| Rip Road Capital Partners LP | 35,300 | $7.43M | 6.53% | +35,300 | New |
| PSI Advisors, LLC | 35,322 | $7.44M | 2.35% | +1,082+3.2% | Added |
| Summit Place Financial Advisors, LLC | 35,341 | $7.44M | 4.40% | +485+1.4% | Added |
| Elevated Capital Advisors, LLC | 35,355 | $7.45M | 2.09% | +2,163+6.5% | Added |
| Ulland Investment Advisors, LLC | 35,387 | $7.45M | 5.18% | −30−0.1% | Reduced |
| Allred Capital Management, LLC | 35,410 | $7.46M | 2.86% | −224−0.6% | Reduced |
| Aurora Private Wealth, Inc. | 35,421 | $7.46M | 6.53% | −892−2.5% | Reduced |
| Weaver Consulting Group | 35,420 | $7.46M | 2.60% | −3,636−9.3% | Reduced |
| Integrated Investment Consultants, LLC | 43,506 | $7.46M | 2.05% | 00.0% | Unchanged |
| PPS&V Asset Management Consultants, Inc. | 35,449 | $7.47M | 5.35% | −150−0.4% | Reduced |
| Trueblood Wealth Management, LLC | 35,466 | $7.47M | 4.22% | −152−0.4% | Reduced |
| Inspire Trust Co, N.A. | 35,528 | $7.48M | 2.47% | +13,334+60.1% | Added |
| Gateway Wealth Partners, LLC | 35,553 | $7.49M | 2.26% | +9,536+36.7% | Added |
| Colorado Capital Management, Inc. | 35,606 | $7.50M | 4.22% | −5,214−12.8% | Reduced |
| Greenspring Advisors, LLC | 35,612 | $7.50M | 1.81% | +1,120+3.2% | Added |
| Boltwood Capital Management | 35,646 | $7.51M | 2.35% | −727−2.0% | Reduced |
| Youngs Advisory Group, Inc. | 35,652 | $7.51M | 3.30% | −2,813−7.3% | Reduced |
| Planning Center, Inc. | 35,743 | $7.53M | 0.98% | −1,501−4.0% | Reduced |
| Fingerlakes Wealth Management, Inc. | 35,783 | $7.54M | 6.76% | +62+0.2% | Added |
| Cutter & CO Brokerage, Inc. | 35,804 | $7.54M | 1.83% | −640−1.8% | Reduced |
| Symphony Financial Services, Inc. | 31,909 | $7.54M | 6.55% | +31,909 | New |
| Alta Wealth Advisors LLC | 35,870 | $7.55M | 3.77% | +310+0.9% | Added |
| Hourglass Capital, LLC | 35,933 | $7.57M | 2.25% | +30+0.1% | Added |
| First Personal Financial Services | 35,953 | $7.57M | 1.71% | −396−1.1% | Reduced |
| Shoker Investment Counsel, Inc. | 35,968 | $7.58M | 2.67% | −1,071−2.9% | Reduced |