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 |
|---|---|---|---|---|---|
| First United Bank Trust | 42,400 | $8.93M | 3.32% | −12,594−22.9% | Reduced |
| Townsend Asset Management Corp | 42,453 | $8.94M | 3.47% | +753+1.8% | Added |
| Oder Investment Management, LLC | 42,521 | $8.96M | 8.11% | +123+0.3% | Added |
| Cresta Advisors, Ltd. | 42,583 | $8.97M | 5.32% | +162+0.4% | Added |
| Emfo, LLC | 42,623 | $8.98M | 8.04% | −243−0.6% | Reduced |
| Spreng Capital Management, Inc. | 42,702 | $8.99M | 4.66% | −1,155−2.6% | Reduced |
| White Pine Investment CO | 42,729 | $9.00M | 2.64% | −332−0.8% | Reduced |
| Dnca Finance | 42,750 | $9.00M | 0.77% | +42,750 | New |
| Savoie Capital LLC | 42,751 | $9.00M | 1.17% | −16,899−28.3% | Reduced |
| Security National Bank of So Dak | 42,889 | $9.03M | 5.40% | −5,358−11.1% | Reduced |
| Stanley-Laman Group, Ltd. | 42,964 | $9.05M | 1.30% | +2,407+5.9% | Added |
| Kohmann Bosshard Financial Services, LLC | 42,973 | $9.05M | 1.22% | −63−0.1% | Reduced |
| Intact Investment Management Inc. | 42,980 | $9.05M | 0.34% | −2,320−5.1% | Reduced |
| Brown Capital Management LLC | 43,027 | $9.06M | 0.18% | −8,642−16.7% | Reduced |
| My Legacy Advisors, LLC | 43,069 | $9.07M | 2.90% | +939+2.2% | Added |
| Gemmer Asset Management LLC | 43,138 | $9.09M | 0.98% | −811−1.8% | Reduced |
| Baker Ellis Asset Management LLC | 43,146 | $9.09M | 1.37% | −575−1.3% | Reduced |
| ROI Financial Advisors, LLC | 43,006 | $9.09M | 6.60% | −134−0.3% | Reduced |
| Encompass Wealth Advisors, LLC | 43,225 | $9.10M | 2.41% | −3,413−7.3% | Reduced |
| Boyd Watterson Asset Management LLC | 43,262 | $9.11M | 2.60% | −542−1.2% | Reduced |
| Freedom Day Solutions, LLC | 43,317 | $9.12M | 3.09% | +349+0.8% | Added |
| Wormser Freres Gestion | 41,951 | $9.13M | 5.95% | +2,043+5.1% | Added |
| Matisse Capital | 43,369 | $9.13M | 4.52% | −1,576−3.5% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 43,364 | $9.14M | 2.84% | −304,003−87.5% | Reduced |
| Lavaca Capital LLC | 43,413 | $9.14M | 4.99% | +483+1.1% | Added |
| Genesee Capital Advisors, LLC | 43,477 | $9.16M | 4.49% | −2,803−6.1% | Reduced |
| William Allan, LLC | 43,544 | $9.17M | 6.13% | −2,076−4.6% | Reduced |
| ABLE Financial Group, LLC | 43,639 | $9.19M | 3.32% | +460+1.1% | Added |
| Pine Haven Investment Counsel, Inc | 43,673 | $9.20M | 7.91% | −218−0.5% | Reduced |
| Jmac Enterprises LLC | 43,713 | $9.21M | 1.62% | −523−1.2% | Reduced |
| RBA Wealth Management, LLC | 43,794 | $9.22M | 3.70% | −712−1.6% | Reduced |
| Copperwynd Financial, LLC | 41,537 | $9.22M | 3.01% | +9,572+29.9% | Added |
| Clarus Group, Inc. | 43,808 | $9.23M | 4.07% | −10,220−18.9% | Reduced |
| Hixon Zuercher, LLC | 43,828 | $9.23M | 3.89% | −721−1.6% | Reduced |
| Founders Capital Management | 43,839 | $9.23M | 5.98% | −808−1.8% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 42,249 | $9.24M | 3.62% | −469−1.1% | Reduced |
| Planning Directions Inc | 43,899 | $9.25M | 6.30% | −140.0% | Reduced |
| East Coast Asset Management, LLC. | 43,906 | $9.25M | 3.36% | −744−1.7% | Reduced |
| Intrepid Financial Planning Group LLC | 43,929 | $9.25M | 3.97% | +2,115+5.1% | Added |
| North Growth Management Ltd. | 44,000 | $9.26M | 1.83% | 00.0% | Unchanged |
| Morling Financial Advisors, LLC | 43,950 | $9.26M | 4.03% | +356+0.8% | Added |
| Marino, Stram & Associates LLC | 43,952 | $9.26M | 2.26% | −4,411−9.1% | Reduced |
| First County Bank | 43,957 | $9.26M | 4.76% | −3,611−7.6% | Reduced |
| Old North State Trust, LLC | 43,991 | $9.27M | 8.00% | +1,231+2.9% | Added |
| Chou Associates Management Inc.SuperinvestorChou Associates | 44,000 | $9.27M | 6.66% | +44,000 | New |
| Joseph P. Lucia & Associates, LLC | 44,023 | $9.27M | 4.75% | +397+0.9% | Added |
| United Bank | 44,038 | $9.28M | 4.63% | −272−0.6% | Reduced |
| WT Wealth Management | 44,078 | $9.28M | 3.17% | −2,466−5.3% | Reduced |
| Baron Silver Stevens Financial Advisors, LLC | 44,138 | $9.30M | 1.76% | −866−1.9% | Reduced |
| Stansberry Asset Management, LLC | 44,147 | $9.30M | 1.22% | +17,904+68.2% | Added |
| MSH Capital Advisors LLC | 44,172 | $9.30M | 3.11% | +4,088+10.2% | Added |
| Peak Financial Management, Inc. | 44,245 | $9.32M | 2.92% | −1,621−3.5% | Reduced |
| Exeter Financial, LLC | 44,255 | $9.32M | 4.45% | −27,868−38.6% | Reduced |
| Wolf Group Capital Advisors | 44,285 | $9.33M | 3.67% | +3,979+9.9% | Added |
| Palumbo Wealth Management LLC | 44,293 | $9.33M | 3.94% | +119+0.3% | Added |
| Drexel Morgan & Co. | 44,296 | $9.33M | 2.00% | +194+0.4% | Added |
| Ping Capital Management, Inc. | 44,400 | $9.35M | 5.86% | +44,400 | New |
| Sage Advisors, LLC | 44,403 | $9.35M | 7.60% | +1,416+3.3% | Added |
| Reliant Investment Management, LLC | 44,428 | $9.36M | 4.41% | −105−0.2% | Reduced |
| Horst & Graben Wealth Management LLC | 44,460 | $9.36M | 1.79% | +3,365+8.2% | Added |
| DAGCO, Inc. | 44,480 | $9.37M | 4.16% | −395−0.9% | Reduced |
| Gordian Capital Singapore Pte Ltd | 44,524 | $9.38M | 5.40% | −2,425−5.2% | Reduced |
| Cross Staff Investments Inc | 44,548 | $9.38M | 7.82% | −232−0.5% | Reduced |
| Shay Capital LLC | 44,561 | $9.39M | 2.61% | +40,061+890.2% | Added |
| Summit Asset Management, LLC | 44,569 | $9.39M | 1.94% | +1,130+2.6% | Added |
| WealthBridge Investment Counsel Inc. | 44,578 | $9.39M | 3.59% | −6,375−12.5% | Reduced |
| Acas, LLC | 42,278 | $9.39M | 8.17% | −404−0.9% | Reduced |
| Advisors Management Group Inc | 44,600 | $9.39M | 2.35% | +647+1.5% | Added |
| Painted Porch Advisors LLC | 44,611 | $9.40M | 5.31% | −1,454−3.2% | Reduced |
| Windle Wealth, LLC | 44,634 | $9.40M | 5.73% | +7,545+20.3% | Added |
| Bank of Stockton | 44,734 | $9.42M | 2.99% | +396+0.9% | Added |
| Keynote Financial Services LLC | 44,808 | $9.44M | 7.89% | −669−1.5% | Reduced |
| Tranquility Partners, LLC | 44,835 | $9.44M | 3.63% | +828+1.9% | Added |
| Next Capital Management LLC | 44,886 | $9.45M | 3.99% | +425+1.0% | Added |
| Smallwood Wealth Investment Management, LLC | 44,911 | $9.46M | 7.31% | +985+2.2% | Added |
| Per Stirling Capital Management, LLC. | 45,002 | $9.48M | 1.53% | +10,542+30.6% | Added |
| Northwest Wealth Management, LLC | 45,037 | $9.49M | 2.46% | −98−0.2% | Reduced |
| Interchange Capital Partners, LLC | 45,103 | $9.50M | 3.49% | +27,692+159.0% | Added |
| REAP Financial Group, LLC | 45,161 | $9.51M | 2.56% | −3,272−6.8% | Reduced |
| Goodman Advisory Group, LLC | 45,215 | $9.52M | 2.84% | +9,605+27.0% | Added |
| Sonata Capital Group Inc | 45,221 | $9.52M | 4.89% | −252−0.6% | Reduced |
| Garrett Investment Advisors LLC | 45,264 | $9.53M | 1.11% | +4,312+10.5% | Added |
| Gladius Capital Management LP | 45,327 | $9.55M | 9.54% | −15,715−25.7% | Reduced |
| Pacific Sun Financial Corp | 45,369 | $9.56M | 5.65% | −57−0.1% | Reduced |
| Trinity Legacy Partners, LLC | 45,382 | $9.56M | 2.72% | +1,119+2.5% | Added |
| Everpar Advisors LLC | 45,421 | $9.57M | 4.79% | +5,759+14.5% | Added |
| One Wealth Management Investment & Advisory Services, LLC | 45,527 | $9.59M | 3.83% | −2,525−5.3% | Reduced |
| Roberts Capital Advisors, LLC | 55,974 | $9.60M | 9.21% | 00.0% | Unchanged |
| Opinicus Capital, Inc. | 45,625 | $9.61M | 8.10% | +994+2.2% | Added |
| Shorepath Capital Management LLC | 45,709 | $9.63M | 7.41% | +315+0.7% | Added |
| Asset Management Advisors, LLC | 45,736 | $9.63M | 7.36% | +459+1.0% | Added |
| Centerpoint Advisors, LLC | 45,786 | $9.64M | 3.47% | +1,534+3.5% | Added |
| Engineers Gate Manager LP | 45,823 | $9.65M | 0.22% | −128,303−73.7% | Reduced |
| Wisconsin Capital Management LLC | 45,851 | $9.66M | 4.89% | −428−0.9% | Reduced |
| FPC Investment Advisory, Inc. | 42,194 | $9.66M | 8.70% | −1,036−2.4% | Reduced |
| Alan B. Lancz & Associates, Inc. | 45,858 | $9.66M | 9.55% | +45,858 | New |
| Providence Wealth Advisors, LLC | 44,995 | $9.66M | 7.70% | +342+0.8% | Added |
| Agate Pass Investment Management, LLC | 46,018 | $9.69M | 5.16% | +806+1.8% | Added |
| Convergence Financial, LLC | 46,048 | $9.70M | 2.56% | +43,451+1,673.1% | Added |
| Thompson Investment Management, Inc. | 46,049 | $9.70M | 1.50% | −66−0.1% | Reduced |