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 11 sales; 6,152 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 | 6,152 | $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 |
|---|---|---|---|---|---|
| Arista Wealth Management, LLC | 35,995 | $7.58M | 1.99% | +23,708+193.0% | Added |
| Pacific Center for Financial Services | 36,063 | $7.60M | 2.13% | +6,191+20.7% | Added |
| Alcosta Capital Management, Inc. | 36,101 | $7.60M | 4.68% | −207−0.6% | Reduced |
| Oxinas Partners Wealth Management LLC | 36,186 | $7.62M | 5.07% | +247+0.7% | Added |
| Asset Advisors Investment Management, LLC | 36,191 | $7.62M | 0.83% | +24,632+213.1% | Added |
| Peregrine Asset Advisers, Inc. | 36,204 | $7.63M | 3.04% | +7,636+26.7% | Added |
| Arbor Trust Wealth Advisors, LLC | 36,209 | $7.63M | 4.00% | +22+0.1% | Added |
| Milestone Asset Management, LLC | 36,215 | $7.63M | 1.91% | −9,245−20.3% | Reduced |
| StrongBox Wealth, LLC | 36,221 | $7.63M | 3.60% | +5,736+18.8% | Added |
| WR Wealth Planners, LLC | 36,228 | $7.63M | 2.33% | −456−1.2% | Reduced |
| American Financial Advisors, LLC | 36,229 | $7.63M | 1.09% | −1,230−3.3% | Reduced |
| Veracity Capital LLC | 36,237 | $7.63M | 3.18% | −2,207−5.7% | Reduced |
| McBroom & Associates, LLC | 36,241 | $7.63M | 4.78% | +527+1.5% | Added |
| New England Research & Management, Inc. | 36,253 | $7.64M | 3.67% | +3,551+10.9% | Added |
| Gratus Wealth Advisors, LLC | 34,062 | $7.64M | 1.32% | −1,202−3.4% | Reduced |
| Cowa, LLC | 36,298 | $7.65M | 4.08% | +2,715+8.1% | Added |
| Yarger Wealth Strategies, LLC | 36,390 | $7.66M | 4.61% | −40.0% | Reduced |
| Trilogy Capital Inc. | 36,417 | $7.67M | 0.42% | +23,194+175.4% | Added |
| Chaney Capital Management, Inc. | 36,443 | $7.68M | 5.09% | +6,451+21.5% | Added |
| O'Brien Wealth Partners LLC | 36,454 | $7.68M | 1.73% | +14,795+68.3% | Added |
| Choice Wealth Advisors, LLC | 36,541 | $7.70M | 4.08% | 00.0% | Unchanged |
| Promethos Capital, LLC | 36,750 | $7.74M | 2.93% | +36,750 | New |
| Pettee Investors, Inc. | 36,773 | $7.75M | 3.73% | −57−0.2% | Reduced |
| Walden Wealth Partners LLC | 36,789 | $7.75M | 4.33% | +40.0% | Added |
| Investment Partners Asset Management, Inc. | 36,812 | $7.75M | 6.91% | −274−0.7% | Reduced |
| Ellenbecker Investment Group | 36,816 | $7.75M | 1.56% | +155+0.4% | Added |
| Sterling Group Wealth Management, LLC | 36,855 | $7.76M | 4.46% | +36,855 | New |
| Vista Capital Partners, Inc. | 36,876 | $7.77M | 0.96% | +1,027+2.9% | Added |
| Lokken Investment Group LLC | 36,881 | $7.77M | 3.65% | +563+1.6% | Added |
| Madrona Financial Services, LLC | 36,894 | $7.77M | 2.39% | −210−0.6% | Reduced |
| NCM Capital Management, LLC | 36,940 | $7.78M | 4.08% | −451−1.2% | Reduced |
| Aua Capital Management, LLC | 36,982 | $7.79M | 4.69% | 00.0% | Unchanged |
| Wilson & Boucher Capital Management, LLC | 37,061 | $7.81M | 5.98% | +94+0.3% | Added |
| Morse Asset Management, Inc | 37,148 | $7.82M | 1.90% | +5,333+16.8% | Added |
| NewSquare Capital LLC | 37,155 | $7.83M | 0.67% | +1,751+4.9% | Added |
| Orser Capital Management, LLC | 37,214 | $7.84M | 6.38% | −32−0.1% | Reduced |
| Ceera Investments, LLC | 37,251 | $7.85M | 3.32% | −7,967−17.6% | Reduced |
| JPL Wealth Management, LLC | 37,279 | $7.85M | 3.85% | +3,538+10.5% | Added |
| SC&H Financial Advisors, Inc. | 37,291 | $7.85M | 1.92% | −2,365−6.0% | Reduced |
| Family Firm, Inc. | 37,367 | $7.87M | 1.75% | +175+0.5% | Added |
| Acima Private Wealth, LLC | 37,403 | $7.88M | 2.89% | −3,457−8.5% | Reduced |
| Studio Investment Management LLC | 37,406 | $7.88M | 1.79% | −107−0.3% | Reduced |
| Cary Street Partners Asset Management LLC | 37,416 | $7.88M | 1.16% | +5,417+16.9% | Added |
| Pasadena Private Wealth, LLC | 37,420 | $7.88M | 1.82% | −732−1.9% | Reduced |
| Beacon Investment Advisors LLC | 37,449 | $7.89M | 4.03% | +191+0.5% | Added |
| Carlson Capital Management | 37,452 | $7.89M | 0.37% | −1,381−3.6% | Reduced |
| Indie Asset Partners, LLC | 37,529 | $7.90M | 6.29% | +1,297+3.6% | Added |
| Privium Fund Management (UK) Ltd | 35,862 | $7.92M | 3.09% | +35,862 | New |
| Gilbert & Cook, Inc. | 37,612 | $7.92M | 1.16% | −11,105−22.8% | Reduced |
| Eagle Strategies LLC | 37,631 | $7.93M | 1.52% | −32,441−46.3% | Reduced |
| Cape Ann Savings Bank | 37,716 | $7.94M | 4.93% | −1,622−4.1% | Reduced |
| Boxwood Ventures, Inc. | 37,745 | $7.95M | 12.77% | 00.0% | Unchanged |
| Custom Index Systems, LLC | 37,783 | $7.96M | 4.57% | −6,908−15.5% | Reduced |
| D'Orazio & Associates, Inc. | 37,798 | $7.96M | 1.22% | −1,808−4.6% | Reduced |
| Abacus Wealth Partners, LLC | 37,809 | $7.96M | 1.32% | −354−0.9% | Reduced |
| Harfst & Associates, Inc. | 37,813 | $7.96M | 1.86% | −881−2.3% | Reduced |
| Cohen Investment Advisors LLC | 46,574 | $7.97M | 6.41% | +239+0.5% | Added |
| Orca Investment Management, LLC | 37,930 | $7.99M | 7.62% | −468−1.2% | Reduced |
| Evernest Financial Advisors, LLC | 37,939 | $7.99M | 3.58% | +4,781+14.4% | Added |
| Pacific Capital Wealth Advisors, Inc | 37,967 | $8.00M | 1.46% | +3,886+11.4% | Added |
| Vigilare Wealth Management | 37,991 | $8.00M | 3.54% | −491−1.3% | Reduced |
| New Potomac Partners, LLC | 37,993 | $8.00M | 4.37% | +277+0.7% | Added |
| Bayesian Capital Management, LP | 38,000 | $8.00M | 0.92% | +38,000 | New |
| Onefund, LLC | 38,024 | $8.01M | 8.72% | +666+1.8% | Added |
| Patrick M Sweeney & Associates, Inc | 38,077 | $8.02M | 6.48% | +269+0.7% | Added |
| Linden Thomas Advisory Services, LLC | 38,082 | $8.02M | 1.24% | +5,077+15.4% | Added |
| W Advisors, LLC | 38,151 | $8.04M | 5.27% | +81+0.2% | Added |
| Ritter Daniher Financial Advisory LLC | 38,246 | $8.06M | 2.57% | −264−0.7% | Reduced |
| Summit Financial Wealth Advisors, LLC | 38,345 | $8.08M | 1.64% | −84−0.2% | Reduced |
| Headinvest, LLC | 38,426 | $8.09M | 1.59% | −4,633−10.8% | Reduced |
| FSM Wealth Advisors, LLC | 38,446 | $8.10M | 2.71% | +572+1.5% | Added |
| Verity Asset Management, Inc. | 38,452 | $8.10M | 3.18% | +19,817+106.3% | Added |
| Midwest Financial Group LLC | 38,533 | $8.12M | 5.16% | +341+0.9% | Added |
| Sitrin Capital Management LLC | 38,565 | $8.12M | 4.32% | +89+0.2% | Added |
| Cromwell Holdings LLC | 38,746 | $8.16M | 4.88% | +38,746 | New |
| Infusive Asset Management Inc. | 38,783 | $8.17M | 3.30% | +19,315+99.2% | Added |
| Great Waters Wealth Management | 38,786 | $8.17M | 1.25% | +2,695+7.5% | Added |
| Signet Investment Advisory Group, Inc. | 38,790 | $8.17M | 4.38% | +337+0.9% | Added |
| Oarsman Capital, Inc. | 38,815 | $8.18M | 1.80% | +1,304+3.5% | Added |
| Pacitti Group Inc. | 38,821 | $8.18M | 4.28% | +64+0.2% | Added |
| OV Management LLC | 38,826 | $8.18M | 5.71% | +408+1.1% | Added |
| Lynch Asset Management, Inc. | 38,950 | $8.20M | 3.50% | −20−0.1% | Reduced |
| Sky Investment Group LLC | 38,974 | $8.21M | 1.57% | −441−1.1% | Reduced |
| Garrett Wealth Advisory Group, LLC | 38,975 | $8.21M | 3.01% | +9,411+31.8% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 39,057 | $8.23M | 2.34% | +8,269+26.9% | Added |
| Lummis Asset Management, LP | 39,071 | $8.23M | 10.87% | +334+0.9% | Added |
| Creekside Partners | 39,074 | $8.23M | 4.56% | +39,074 | New |
| Ruggaard & Associates LLC | 39,077 | $8.23M | 3.81% | +3,768+10.7% | Added |
| Woodley Farra Manion Portfolio Management Inc | 39,087 | $8.23M | 0.45% | +345+0.9% | Added |
| OneAscent Financial Services LLC | 39,106 | $8.24M | 1.15% | +281+0.7% | Added |
| Kades & Cheifetz LLC | 39,118 | $8.24M | 5.18% | −229−0.6% | Reduced |
| Hohimer Wealth Management, LLC | 39,126 | $8.24M | 1.91% | +2,254+6.1% | Added |
| Hall Capital Management Co Inc | 39,170 | $8.25M | 3.93% | +1,077+2.8% | Added |
| West Family Investments, Inc. | 39,176 | $8.25M | 2.47% | +39+0.1% | Added |
| Capital Advisors, Ltd. LLC | 39,227 | $8.26M | 1.07% | +591+1.5% | Added |
| Asahi Life Asset Management Co., Ltd. | 39,232 | $8.26M | 5.68% | −5,118−11.5% | Reduced |
| Meridian Wealth Partners, LLC | 39,235 | $8.26M | 1.46% | +930+2.4% | Added |
| Wayfinding Financial, LLC | 39,251 | $8.27M | 4.65% | −719−1.8% | Reduced |
| Lantern Wealth Advisors, LLC | 39,252 | $8.27M | 5.99% | −610−1.5% | Reduced |
| IMA Wealth, Inc. | 39,261 | $8.27M | 3.65% | +900+2.3% | Added |