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 |
|---|---|---|---|---|---|
| Sandhill Capital Partners LLC | 46,050 | $9.70M | 0.74% | +1,225+2.7% | Added |
| Beacon Financial Group | 46,123 | $9.71M | 1.11% | +2,248+5.1% | Added |
| Delaney Dennis R | 46,125 | $9.71M | 5.25% | +34+0.1% | Added |
| RPg Family Wealth Advisory, LLC | 46,190 | $9.73M | 3.20% | −260−0.6% | Reduced |
| Slagle Financial, LLC | 46,214 | $9.73M | 4.99% | −5,423−10.5% | Reduced |
| West Michigan Advisors, LLC | 46,225 | $9.74M | 3.10% | +103+0.2% | Added |
| Spirit of America Management Corp | 46,382 | $9.77M | 1.98% | −600−1.3% | Reduced |
| Arden Trust Co | 46,540 | $9.80M | 1.37% | −3,171−6.4% | Reduced |
| Vestmark Advisory Solutions, Inc. | 46,546 | $9.80M | 0.41% | +1,222+2.7% | Added |
| Spinnaker Investment Group, LLC | 46,604 | $9.82M | 2.71% | +94+0.2% | Added |
| Cetera Trust Company, N.A | 46,605 | $9.82M | 6.16% | −2,461−5.0% | Reduced |
| Levy Wealth Management Group, LLC | 46,671 | $9.83M | 2.52% | −2,166−4.4% | Reduced |
| D.B. Root & Company, LLC | 46,704 | $9.84M | 3.36% | +5,947+14.6% | Added |
| Entropy Technologies, LP | 46,869 | $9.87M | 1.07% | +10,728+29.7% | Added |
| Chris Bulman Inc | 46,895 | $9.88M | 6.75% | +46,895 | New |
| Congress Park Capital LLC | 46,905 | $9.88M | 3.97% | +1,254+2.7% | Added |
| Game Plan Financial Advisors, LLC | 46,913 | $9.88M | 4.87% | +1,653+3.7% | Added |
| GSB Wealth Management, LLC | 46,948 | $9.89M | 2.70% | +1,215+2.7% | Added |
| Investmark Advisory Group LLC | 47,004 | $9.90M | 5.28% | +1,190+2.6% | Added |
| Norway Savings Bank | 47,141 | $9.93M | 5.66% | +110.0% | Added |
| Vista Investment Partners LLC | 47,195 | $9.94M | 3.33% | +715+1.5% | Added |
| Financial Strategies Group, Inc. | 43,468 | $9.94M | 2.50% | +2,150+5.2% | Added |
| Cypress Capital, LLC | 47,201 | $9.94M | 2.71% | −302−0.6% | Reduced |
| Clear Creek Financial Management, LLC | 47,210 | $9.94M | 1.20% | +1,265+2.8% | Added |
| Financial Enhancement Group LLC | 45,683 | $9.98M | 1.61% | −1,462−3.1% | Reduced |
| Ellerson Group Inc | 47,379 | $9.98M | 7.59% | −787−1.6% | Reduced |
| Empire Financial Management Company, LLC | 47,389 | $9.98M | 3.30% | +1,190+2.6% | Added |
| Cornerstone Capital, Inc. | 47,415 | $9.99M | 1.01% | −2,166−4.4% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 47,443 | $9.99M | 3.34% | −787−1.6% | Reduced |
| Kowal Investment Group, LLC | 47,464 | $10.0M | 1.99% | +648+1.4% | Added |
| Prosperitas Financial LLC | 47,526 | $10.0M | 6.10% | +1,095+2.4% | Added |
| Stony Point Capital LLC | 47,544 | $10.0M | 2.57% | +47,544 | New |
| Highview Capital Management LLC | 47,611 | $10.0M | 4.17% | −1,223−2.5% | Reduced |
| Pettinga Financial Advisors, LLC | 47,622 | $10.0M | 2.51% | +481+1.0% | Added |
| American Trust Investment Advisors, LLC | 47,632 | $10.0M | 4.87% | −1,048−2.2% | Reduced |
| Canopy Partners, LLC | 47,651 | $10.0M | 4.66% | +1,913+4.2% | Added |
| West Wealth Group, LLC | 47,808 | $10.1M | 3.56% | −189−0.4% | Reduced |
| Stiles Financial Services Inc | 47,818 | $10.1M | 3.87% | −4,936−9.4% | Reduced |
| Shepherd Kaplan Krochuk, LLC | 47,839 | $10.1M | 7.96% | +150.0% | Added |
| Atticus Wealth Management, LLC | 47,842 | $10.1M | 3.29% | −1,435−2.9% | Reduced |
| Callan Family Office, LLC | 47,854 | $10.1M | 1.94% | +29,239+157.1% | Added |
| Lynch & Associates | 47,860 | $10.1M | 2.27% | +1,442+3.1% | Added |
| Gs Investments, Inc. | 47,871 | $10.1M | 4.76% | −130−0.3% | Reduced |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 48,000 | $10.1M | 1.19% | +48,000 | New |
| Waterfront Wealth Inc. | 48,032 | $10.1M | 2.74% | +8,046+20.1% | Added |
| Patron Partners Advisors, LLC | 48,207 | $10.2M | 5.97% | +49+0.1% | Added |
| Enterprise Financial Services Corp | 48,250 | $10.2M | 6.26% | −304−0.6% | Reduced |
| LCM Capital Management Inc | 48,409 | $10.2M | 6.36% | +637+1.3% | Added |
| Thomas Story & Son LLC | 48,521 | $10.2M | 4.41% | −5,325−9.9% | Reduced |
| Stokes Capital Advisors, LLC | 48,592 | $10.2M | 2.85% | −1,148−2.3% | Reduced |
| Allstate Corp | 48,603 | $10.2M | 0.83% | −2,117−4.2% | Reduced |
| Royal Fund Management, LLC | 48,579 | $10.2M | 1.38% | −15,080−23.7% | Reduced |
| Riggs Asset Managment Co. Inc. | 48,698 | $10.3M | 3.06% | −38−0.1% | Reduced |
| Artemis Wealth Advisors, LLC | 48,809 | $10.3M | 1.82% | +9,680+24.7% | Added |
| Beacon Capital Management, LLC | 48,840 | $10.3M | 1.89% | +2,490+5.4% | Added |
| KP Management LLC | 49,000 | $10.3M | 3.89% | +4,000+8.9% | Added |
| FCG Investment Co | 49,153 | $10.4M | 7.85% | +1,553+3.3% | Added |
| Wealth Advisors of Tampa Bay, LLC | 49,162 | $10.4M | 4.83% | +55+0.1% | Added |
| Claudia M.P. Batlle, CRP (R) LLC | 49,176 | $10.4M | 3.12% | −118−0.2% | Reduced |
| Wealthquest Corp | 49,275 | $10.4M | 1.11% | −190.0% | Reduced |
| Lebenthal Global Advisors, LLC | 49,276 | $10.4M | 2.28% | −1,682−3.3% | Reduced |
| JJJ Advisors Inc. | 49,276 | $10.4M | 2.18% | +15,610+46.4% | Added |
| Laraway Financial Inc | 49,341 | $10.4M | 8.88% | −80−0.2% | Reduced |
| Rede Wealth, LLC | 49,434 | $10.4M | 9.59% | −1,044−2.1% | Reduced |
| Searcy Financial Services Inc | 49,436 | $10.4M | 5.20% | −54−0.1% | Reduced |
| Silvia McColl Wealth Management, LLC | 49,468 | $10.4M | 8.62% | −1,342−2.6% | Reduced |
| Thrive Wealth Management, LLC | 49,541 | $10.4M | 2.04% | +5,872+13.4% | Added |
| Mystic Asset Management, Inc. | 49,703 | $10.5M | 4.23% | −207−0.4% | Reduced |
| Walled Lake Planning & Wealth Management, LLC | 49,719 | $10.5M | 4.28% | −1,196−2.3% | Reduced |
| Carl P. Sherr & Co., LLC | 49,815 | $10.5M | 5.85% | −937−1.8% | Reduced |
| Delta Capital Management LLC | 49,834 | $10.5M | 6.35% | +13,980+39.0% | Added |
| Modus Advisors, LLC | 49,941 | $10.5M | 3.72% | +454+0.9% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 50,000 | $10.5M | 2.40% | 00.0% | Unchanged |
| Miura Global Management, LLC | 50,000 | $10.5M | 10.27% | +50,000 | New |
| Chesapeake Wealth Management | 50,098 | $10.6M | 3.83% | −98−0.2% | Reduced |
| Curated Wealth Partners LLC | 50,100 | $10.6M | 1.47% | +50,100 | New |
| Nia Impact Advisors, LLC | 50,108 | $10.6M | 3.79% | +541+1.1% | Added |
| Waypoint Capital Advisors, LLC | 50,135 | $10.6M | 2.64% | +219+0.4% | Added |
| Cottage Street Advisors LLC | 50,143 | $10.6M | 6.27% | −1,681−3.2% | Reduced |
| Palogic Value Management, L.P. | 50,200 | $10.6M | 4.48% | −2,352−4.5% | Reduced |
| Eagle Ridge Investment Management | 50,206 | $10.6M | 0.98% | −3,715−6.9% | Reduced |
| LWMG, LLC | 50,409 | $10.6M | 2.24% | −359−0.7% | Reduced |
| Institutional & Family Asset Management, LLC | 50,422 | $10.6M | 1.63% | +687+1.4% | Added |
| Valley Brook Capital Group | 50,449 | $10.6M | 8.28% | +75+0.1% | Added |
| Financial Council Asset Management Inc | 50,459 | $10.6M | 5.94% | +448+0.9% | Added |
| Purus Wealth Management, LLC | 50,462 | $10.6M | 4.69% | +1,629+3.3% | Added |
| Clearwater Capital Advisors, LLC | 50,469 | $10.6M | 1.13% | +1,087+2.2% | Added |
| Blue Zone Wealth Advisors, LLC | 50,565 | $10.6M | 3.68% | −2,449−4.6% | Reduced |
| Heartland Bank & Trust Co | 50,801 | $10.7M | 6.07% | +4,069+8.7% | Added |
| Family Capital Trust Co | 50,810 | $10.7M | 3.50% | −1,608−3.1% | Reduced |
| Advocate Group LLC | 50,840 | $10.7M | 2.16% | −1,582−3.0% | Reduced |
| McMahon Financial Advisors, LLC | 50,863 | $10.7M | 2.34% | +96+0.2% | Added |
| United Advisor Group, LLC | 50,929 | $10.7M | 3.33% | +2,022+4.1% | Added |
| Y.D. More Investments Ltd | 50,987 | $10.7M | 1.10% | +11,944+30.6% | Added |
| Global Trust Asset Management, LLC | 51,066 | $10.8M | 4.33% | +460+0.9% | Added |
| DT Investment Partners, LLC | 51,210 | $10.8M | 0.96% | +1,867+3.8% | Added |
| Childress Capital Advisors, LLC | 51,250 | $10.8M | 3.04% | +2,806+5.8% | Added |
| Affiance Financial, LLC | 51,260 | $10.8M | 2.82% | −26−0.1% | Reduced |
| Key Client Fiduciary Advisors, LLC | 51,290 | $10.8M | 5.46% | +1,432+2.9% | Added |
| Cim Investment Mangement Inc | 51,359 | $10.8M | 3.34% | −664−1.3% | Reduced |