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 |
|---|---|---|---|---|---|
| Ascension Asset Management LLC | 39,374 | $8.29M | 4.34% | −1,275−3.1% | Reduced |
| WestHill Financial Advisors, Inc. | 39,413 | $8.30M | 2.01% | −2,251−5.4% | Reduced |
| Sivia Capital Partners, LLC | 39,416 | $8.30M | 5.55% | +379+1.0% | Added |
| Schneider Downs Wealth Management Advisors, LP | 39,425 | $8.30M | 1.85% | −1,003−2.5% | Reduced |
| Ayalon Holdings Ltd. | 39,503 | $8.32M | 2.74% | −1,128−2.8% | Reduced |
| Sweet Financial Partners, LLC | 39,542 | $8.33M | 1.90% | +286+0.7% | Added |
| Integris Wealth Management, LLC | 39,613 | $8.34M | 2.41% | −561−1.4% | Reduced |
| Resurgent Financial Advisors LLC | 39,630 | $8.35M | 5.19% | −1,001−2.5% | Reduced |
| Cambridge Advisors Inc. | 39,677 | $8.36M | 1.94% | +1,129+2.9% | Added |
| Bernardo Wealth Planning LLC | 39,688 | $8.36M | 2.25% | +1,239+3.2% | Added |
| Bruce & Co., Inc. | 39,700 | $8.36M | 2.75% | +4,600+13.1% | Added |
| Constitution Capital LLC | 39,751 | $8.37M | 4.42% | +2,414+6.5% | Added |
| Vance Wealth, Inc. | 39,802 | $8.38M | 3.44% | −479−1.2% | Reduced |
| Darden Wealth Group Inc | 39,814 | $8.39M | 6.37% | +2,753+7.4% | Added |
| Bull Street Advisors, LLC | 39,824 | $8.39M | 4.05% | −40−0.1% | Reduced |
| Patriot Investment Management Inc. | 39,858 | $8.39M | 0.66% | −5,190−11.5% | Reduced |
| Lighthouse Investment Partners, LLC | 39,875 | $8.40M | 0.47% | +4,440+12.5% | Added |
| One Day In July LLC | 39,888 | $8.40M | 1.05% | −1,127−2.7% | Reduced |
| Pinnacle West Asset Management, Inc. | 39,910 | $8.41M | 6.53% | −1,065−2.6% | Reduced |
| Unigestion Holding SA | 43,696 | $8.41M | 0.46% | −7,598−14.8% | Reduced |
| Trust Co of Kansas | 39,964 | $8.42M | 4.40% | +21,980+122.2% | Added |
| RedJay Asset Management Inc. | 40,000 | $8.42M | 5.64% | +40,000 | New |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 40,000 | $8.43M | 4.35% | +19,000+90.5% | Added |
| Fox Hill Wealth Management | 40,063 | $8.44M | 5.16% | +902+2.3% | Added |
| Chapman Investment Management, LLC | 40,069 | $8.44M | 6.42% | −2,917−6.8% | Reduced |
| Baker Tilly Wealth Management, LLC | 40,076 | $8.44M | 3.45% | −31,432−44.0% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 40,131 | $8.45M | 5.65% | −300−0.7% | Reduced |
| Legato Capital Management LLC | 40,154 | $8.46M | 1.14% | −17,109−29.9% | Reduced |
| Goepper Burkhardt LLC | 40,169 | $8.46M | 3.83% | −76−0.2% | Reduced |
| Wrapmanager Inc | 40,180 | $8.46M | 2.34% | +5,143+14.7% | Added |
| Safeguard Investment Advisory Group, LLC | 40,232 | $8.47M | 2.63% | −1,236−3.0% | Reduced |
| Berry Wealth Group, LP | 40,306 | $8.49M | 6.78% | +1,060+2.7% | Added |
| Calton & Associates, Inc. | 40,324 | $8.49M | 4.25% | +1,195+3.1% | Added |
| Altrafin AG | 40,350 | $8.50M | 3.14% | +2,211+5.8% | Added |
| Rodgers Brothers Inc. | 40,431 | $8.52M | 1.15% | +140.0% | Added |
| Old Port Advisors | 40,475 | $8.52M | 2.55% | +770+1.9% | Added |
| Integral Investment Advisors, Inc. | 39,825 | $8.53M | 3.14% | +181+0.5% | Added |
| Dash Acquisitions Inc. | 37,260 | $8.53M | 2.33% | +4,638+14.2% | Added |
| Boyer & Corporon Wealth Management, LLC | 40,498 | $8.53M | 3.07% | +329+0.8% | Added |
| Alta Advisers Ltd | 40,500 | $8.53M | 4.10% | 00.0% | Unchanged |
| Dantai Capital Ltd | 40,500 | $8.53M | 9.60% | +6,010+17.4% | Added |
| HHLR Advisors, Ltd.SuperinvestorHHLR Advisors (Hillhouse) | 40,500 | $8.53M | 0.21% | +28,800+246.2% | Added |
| Commons Capital, LLC | 40,511 | $8.53M | 10.28% | +2,089+5.4% | Added |
| First Command Advisory Services, Inc. | 40,512 | $8.53M | 0.09% | +550+1.4% | Added |
| Piscataqua Savings Bank | 40,519 | $8.53M | 7.58% | +25+0.1% | Added |
| C2C Wealth Management, LLC | 40,524 | $8.54M | 8.35% | +10.0% | Added |
| Heirloom Wealth Management | 40,528 | $8.54M | 2.77% | +1,359+3.5% | Added |
| BHK Investment Advisors, LLC | 40,588 | $8.55M | 3.35% | −2,211−5.2% | Reduced |
| Northstar Advisory Group, LLC | 40,602 | $8.55M | 4.92% | +13,100+47.6% | Added |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 40,686 | $8.57M | 2.33% | −5,061−11.1% | Reduced |
| Aft, Forsyth & Company, Inc. | 40,676 | $8.57M | 4.37% | +1,755+4.5% | Added |
| Waddell & Associates, LLC | 40,771 | $8.59M | 1.13% | +3,662+9.9% | Added |
| RDA Financial Network | 40,786 | $8.59M | 2.81% | +1,124+2.8% | Added |
| Lindenwold Advisors | 40,813 | $8.60M | 4.59% | +49+0.1% | Added |
| US Asset Management LLC | 40,831 | $8.60M | 7.77% | −1,364−3.2% | Reduced |
| Portland Global Advisors LLC | 40,887 | $8.61M | 1.17% | −4,539−10.0% | Reduced |
| Bank Hapoalim BM | 40,887 | $8.61M | 1.22% | −600−1.4% | Reduced |
| Baxter Bros Inc | 40,924 | $8.62M | 1.13% | −3,135−7.1% | Reduced |
| Martin & Co Inc | 41,020 | $8.64M | 2.17% | −376−0.9% | Reduced |
| KKM Financial LLC | 41,855 | $8.66M | 4.11% | +95+0.2% | Added |
| Ravenstone Capital Management Inc. | 41,131 | $8.66M | 5.77% | −375−0.9% | Reduced |
| Demars Financial Group, LLC | 41,203 | $8.68M | 4.16% | +704+1.7% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 41,205 | $8.68M | 3.82% | +30.0% | Added |
| Novak & Powell Financial Services, Inc. | 41,217 | $8.68M | 5.39% | +69+0.2% | Added |
| Northcape Wealth Management, LLC | 41,254 | $8.69M | 3.13% | −134−0.3% | Reduced |
| Woodard & Co Asset Management Group Inc | 41,282 | $8.69M | 2.17% | −236−0.6% | Reduced |
| Hilltop National Bank | 41,290 | $8.70M | 2.80% | +409+1.0% | Added |
| Cheviot Value Management, LLC | 41,316 | $8.70M | 1.70% | −1,387−3.2% | Reduced |
| Gray Wealth Management Inc. | 41,318 | $8.70M | 3.75% | −32−0.1% | Reduced |
| Johnson Bixby & Associates, LLC | 41,396 | $8.72M | 1.46% | −1,054−2.5% | Reduced |
| Chemung Canal Trust Co | 41,406 | $8.72M | 1.69% | −1,370−3.2% | Reduced |
| Bright Futures Wealth Management, LLC. | 39,672 | $8.72M | 4.73% | +304+0.8% | Added |
| NFP Retirement, Inc. | 41,476 | $8.74M | 0.73% | −67−0.2% | Reduced |
| Transatlantique Private Wealth LLC | 41,593 | $8.74M | 3.57% | −328−0.8% | Reduced |
| Greenline Partners, LLC | 40,328 | $8.74M | 1.33% | +2,578+6.8% | Added |
| Cambridge Financial Group, Inc. | 41,517 | $8.74M | 3.93% | +5,180+14.3% | Added |
| Amarillo National Bank | 41,520 | $8.74M | 1.66% | +84+0.2% | Added |
| Meritas Wealth Management, LLC | 41,581 | $8.76M | 6.18% | +54+0.1% | Added |
| Impact Partnership Wealth, LLC | 41,584 | $8.76M | 2.30% | +6,218+17.6% | Added |
| Clarus Wealth Advisors | 37,614 | $8.76M | 4.66% | −6,300−14.3% | Reduced |
| Family Legacy, Inc. | 41,624 | $8.77M | 3.14% | −181−0.4% | Reduced |
| Processus Wealth & Capital Management, LLC | 41,627 | $8.77M | 7.27% | +352+0.9% | Added |
| Blackhawk Capital Partners LLC. | 41,656 | $8.77M | 5.30% | +233+0.6% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 41,661 | $8.77M | 3.28% | +905+2.2% | Added |
| ERn Financial, LLC | 41,766 | $8.80M | 1.46% | −127−0.3% | Reduced |
| Aurora Investment Managers, LLC. | 41,895 | $8.82M | 6.33% | −1,165−2.7% | Reduced |
| Saxon Interests, Inc. | 41,917 | $8.83M | 4.20% | +519+1.3% | Added |
| Beech Hill Advisors, Inc. | 41,982 | $8.84M | 3.65% | −8,349−16.6% | Reduced |
| GP Brinson Investments LLC | 42,000 | $8.85M | 3.81% | 00.0% | Unchanged |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 42,039 | $8.85M | 3.66% | −442−1.0% | Reduced |
| SWP Financial LLC | 42,061 | $8.86M | 5.85% | −630−1.5% | Reduced |
| PBMares Wealth Management LLC | 42,082 | $8.86M | 2.18% | +1,275+3.1% | Added |
| Palmer Knight Co | 42,093 | $8.87M | 4.24% | −31−0.1% | Reduced |
| Cadent Capital Advisors, LLC | 42,185 | $8.89M | 3.61% | −1,272−2.9% | Reduced |
| Oxler Private Wealth LLC | 42,188 | $8.89M | 3.29% | −1,069−2.5% | Reduced |
| Cornerstone Enterprises, LLC | 42,210 | $8.89M | 5.90% | +1,907+4.7% | Added |
| Security Financial Services, INC. | 42,319 | $8.91M | 1.94% | +101+0.2% | Added |
| Garner Asset Management Corp | 42,348 | $8.92M | 4.35% | +24+0.1% | Added |
| Leeward Financial Partners, LLC | 42,353 | $8.92M | 3.62% | +1,128+2.7% | Added |
| Hudson Canyon Capital Management | 42,380 | $8.93M | 6.04% | −1,820−4.1% | Reduced |