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 7 sales; 6,149 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
- 5,132
- +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
- 2,347 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 | 6,149 | $2.80T |
| Q1 2026 | 6,134 | $2.40T |
| Q4 2025 | 6,130 | $2.61T |
| Q3 2025 | 5,616 | $2.35T |
| Q2 2025 | 5,599 | $1.93T |
| Q1 2025 | 5,607 | $2.08T |
| Q4 2024 | 5,671 | $2.36T |
| Q3 2024 | 5,105 | $2.17T |
| Q2 2024 | 5,132 | $1.98T |
| Q1 2024 | 5,023 | $1.61T |
| Q4 2023 | 4,976 | $1.81T |
| Q3 2023 | 4,618 | $1.60T |
| Q2 2023 | 4,594 | $1.82T |
| Q1 2023 | 4,524 | $1.55T |
| Q4 2022 | 4,555 | $1.21T |
| Q3 2022 | 4,346 | $1.29T |
| Q2 2022 | 4,339 | $1.28T |
| Q1 2022 | 4,390 | $1.66T |
| Q4 2021 | 4,402 | $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 |
|---|---|---|---|---|---|
| AdvisorShares Investments LLC | 2,288 | $495.9K | 0.09% | −26−1.1% | Reduced |
| LPF Advisors LLC | 2,355 | $496.0K | 0.46% | +102+4.5% | Added |
| Conscious Wealth Investments, LLC | 2,206 | $496.4K | 0.36% | +84+4.0% | Added |
| Peloton Wealth Strategists | 2,359 | $497.0K | 0.20% | −290−10.9% | Reduced |
| Kiely Wealth Advisory Group, Inc. | 2,353 | $499.7K | 0.28% | 00.0% | Unchanged |
| Fairholme Capital Management LLC | 2,400 | $505.5K | 0.04% | 00.0% | Unchanged |
| Sciencast Management LP | 2,400 | $505.5K | 0.18% | +2,400 | New |
| Randolph Co Inc | 2,411 | $507.8K | 0.06% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 2,297 | $508.8K | 0.15% | +925+67.4% | Added |
| Dakota Community Bank & Trust NA | 2,440 | $513.9K | 2.76% | −95−3.7% | Reduced |
| Morton Community Bank | 2,444 | $514.8K | 0.15% | 00.0% | Unchanged |
| TAGStone Capital, Inc. | 2,454 | $517.0K | 0.29% | +212+9.5% | Added |
| Absolute Capital Management, LLC | 2,459 | $517.9K | 0.31% | +479+24.2% | Added |
| Stage Harbor Financial, LLC | 2,460 | $518.1K | 0.50% | +378+18.2% | Added |
| Sugar Maple Asset Management, LLC | 2,467 | $519.7K | 0.50% | +16+0.7% | Added |
| VanWeelden Wealth Management, LLC | 2,539 | $520.9K | 0.45% | +2,539 | New |
| Knott David M Jr | 2,494 | $525.0K | 0.21% | 00.0% | Unchanged |
| Kahn Brothers Group Inc | 2,492 | $525.0K | 0.09% | 00.0% | Unchanged |
| Moneywise, Inc. | 2,497 | $525.9K | 0.28% | +52+2.1% | Added |
| Shearwater Capital LLC | 2,500 | $526.5K | 0.39% | +956+61.9% | Added |
| Rice Hall James & Associates, LLC | 2,510 | $528.7K | 0.03% | −150−5.6% | Reduced |
| Leading Edge Financial Planning LLC | 2,524 | $531.7K | 0.21% | −4,148−62.2% | Reduced |
| Andina Capital Management, LLC | 2,532 | $533.3K | 0.40% | +197+8.4% | Added |
| Alpha Financial Advisors, LLC | 2,535 | $533.9K | 0.26% | +41+1.6% | Added |
| Louisbourg Investments Inc. | 2,940 | $534.2K | 0.15% | −1,300−30.7% | Reduced |
| Williamson Legacy Group, LLC | 2,550 | $537.1K | 0.40% | +95+3.9% | Added |
| Boothe Investment Group, Inc. | 2,486 | $539.0K | 0.25% | +2,486 | New |
| LifeGuide Financial Advisors, LLC | 2,561 | $539.4K | 0.26% | −1,546−37.6% | Reduced |
| Investidor Profissional Gestao de Recursos Ltda. | 2,565 | $540.2K | 0.47% | +2,565 | New |
| Erickson Financial Group, LLC | 2,566 | $540.5K | 0.41% | 00.0% | Unchanged |
| LifePlan Financial, LLC | 2,572 | $541.7K | 0.50% | +2,572 | New |
| Beacon Financial Strategies CORP | 2,587 | $544.8K | 0.39% | −452−14.9% | Reduced |
| Schwallier Wealth Management LLC | 2,593 | $546.2K | 0.44% | −52−2.0% | Reduced |
| Beddow Capital Management Inc | 2,600 | $548.0K | 0.24% | 00.0% | Unchanged |
| H&H Retirement Design & Management INC | 2,451 | $549.0K | 0.34% | −36−1.4% | Reduced |
| Diversified Investment Strategies, LLC | 2,615 | $550.8K | 0.39% | −585−18.3% | Reduced |
| Continuum Wealth Advisors, LLC | 2,622 | $552.2K | 0.29% | −306−10.5% | Reduced |
| Avalon Advisory Group | 2,622 | $552.2K | 0.26% | −191−6.8% | Reduced |
| Stegner Investment Associates Inc. | 2,647 | $557.5K | 0.40% | +2,647 | New |
| Leith Wheeler Investment Counsel Ltd. | 2,653 | $558.8K | 0.05% | −50−1.8% | Reduced |
| Petrus Trust Company, LTA | 2,653 | $558.8K | 0.05% | −888−25.1% | Reduced |
| Cambridge Capital Management, LLC | 2,674 | $563.1K | 0.42% | −64−2.3% | Reduced |
| Cannon Financial Strategists, Inc. | 2,675 | $563.4K | 0.11% | −3,920−59.4% | Reduced |
| Custom Portfolio Group LLC | 2,720 | $564.5K | 0.44% | −26−0.9% | Reduced |
| Forum Private Client Group LLC | 2,685 | $565.5K | 0.27% | −14−0.5% | Reduced |
| Mizuho Bank, Ltd. | 2,700 | $568.7K | 0.13% | +2,700 | New |
| PACK Private Wealth, LLC | 2,700 | $568.7K | 0.35% | +121+4.7% | Added |
| AIFG Consultants Ltd. | 2,703 | $569.4K | 0.42% | +1,150+74.1% | Added |
| MAS Advisors LLC | 2,706 | $569.9K | 1.36% | −50−1.8% | Reduced |
| TKG Advisors, LLC | 2,717 | $572.2K | 0.31% | −2,100−43.6% | Reduced |
| Walker Financial Services, Inc. | 2,732 | $575.4K | 0.45% | −94−3.3% | Reduced |
| Idaho Trust Bank | 2,732 | $575.4K | 0.29% | −32,989−92.4% | Reduced |
| Oceanside Advisors LLC | 2,745 | $578.2K | 0.47% | −104−3.7% | Reduced |
| Lunt Capital Management, Inc. | 2,747 | $578.6K | 0.29% | 00.0% | Unchanged |
| Hapanowicz & Associates Financial Services, Inc | 2,752 | $579.6K | 0.33% | 00.0% | Unchanged |
| City Center Advisors, LLC | 3,392 | $581.7K | 0.69% | 00.0% | Unchanged |
| Advisor Resource Council | 40,571 | $585.1K | 1.07% | −11,504−22.1% | Reduced |
| Atlas Financial Advisors, Inc. | 2,780 | $585.5K | 0.97% | −246−8.1% | Reduced |
| O'Keefe Stevens Advisory, Inc. | 2,788 | $587.3K | 0.20% | 00.0% | Unchanged |
| Peterson Financial Group, Inc. | 2,797 | $589.1K | 3.59% | +148+5.6% | Added |
| Evoke Wealth, LLC | 2,800 | $589.7K | 0.87% | −239,721−98.8% | Reduced |
| Corepath Wealth Partners LLC | 2,592 | $590.5K | 0.62% | +72+2.9% | Added |
| Left Brain Wealth Management, LLC | 2,816 | $593.1K | 0.28% | 00.0% | Unchanged |
| True Link Financial Advisors, LLC | 2,824 | $594.7K | 0.06% | −1,250−30.7% | Reduced |
| Semanteon Capital Management, LP | 2,829 | $595.8K | 0.42% | +2,829 | New |
| Darrow Company, Inc. | 2,829 | $595.9K | 0.39% | −108−3.7% | Reduced |
| Allie Family Office LLC | 2,831 | $596.3K | 0.36% | +2,831 | New |
| VanderPol Investments L.L.C. | 2,848 | $599.9K | 1.82% | −246−8.0% | Reduced |
| Stuart Chaussee & Associates, Inc. | 2,849 | $600.2K | 0.17% | +88+3.2% | Added |
| Leverty Financial Group, LLC | 2,852 | $600.6K | 0.36% | −1,400−32.9% | Reduced |
| Lauer Wealth, LLC | 2,652 | $603.5K | 0.48% | −88−3.2% | Reduced |
| Cadence Wealth Management LLC | 2,878 | $606.2K | 0.42% | 00.0% | Unchanged |
| Coerente Capital Management | 2,892 | $609.1K | 0.12% | +350+13.8% | Added |
| Capital Wealth Management, LLC | 2,894 | $609.5K | 0.28% | +1,424+96.9% | Added |
| Rezny Wealth Management, Inc. | 2,894 | $609.5K | 0.16% | +62+2.2% | Added |
| Dynamic Wealth Strategies, LLC | 2,895 | $610.0K | 0.52% | +8+0.3% | Added |
| American Asset Management Inc. | 2,910 | $612.9K | 0.73% | −71−2.4% | Reduced |
| Conestoga Capital Advisors, LLC | 2,930 | $617.1K | 0.01% | −2,180−42.7% | Reduced |
| Foundry Financial Group, Inc. | 2,930 | $617.2K | 0.43% | −44−1.5% | Reduced |
| Mawer Investment Management Ltd. | 2,960 | $623.4K | 0.00% | 00.0% | Unchanged |
| NSI Retail Advisors, LLC | 2,966 | $625.0K | 0.11% | −200−6.3% | Reduced |
| Core Wealth Management, Inc. | 2,968 | $625.2K | 0.25% | +50+1.7% | Added |
| Investments & Financial Planning, LLC | 2,970 | $625.6K | 0.42% | +10.0% | Added |
| Evergreen Advisors, LLC | 2,981 | $627.8K | 0.19% | −642−17.7% | Reduced |
| Investment Planning Advisors, Inc. | 2,985 | $628.6K | 0.32% | +2,985 | New |
| Graham Capital Wealth Management, LLC | 2,986 | $628.9K | 0.85% | +133+4.7% | Added |
| Fosun International Ltd | 3,000 | $631.9K | 0.21% | +3,000 | New |
| Carmignac Gestion | 3,000 | $631.9K | 0.01% | +3,000 | New |
| Codex Capital Asset Management L.L.C. | 3,000 | $631.9K | 0.29% | +3,000 | New |
| Algert Global LLC | 3,019 | $635.9K | 0.02% | +1,770+141.7% | Added |
| Crestmont Private Wealth LLC | 3,021 | $636.3K | 0.31% | +678+28.9% | Added |
| Joule Financial, LLC | 3,046 | $641.5K | 0.26% | +298+10.8% | Added |
| Prairiewood Capital, LLC | 3,050 | $642.4K | 0.30% | 00.0% | Unchanged |
| Sound Stewardship, LLC | 3,055 | $643.5K | 0.39% | 00.0% | Unchanged |
| Bluestem Financial Advisors, LLC | 3,056 | $643.7K | 0.33% | −4−0.1% | Reduced |
| S&T Bank | 3,062 | $645.0K | 0.16% | −140−4.4% | Reduced |
| Boyar Asset Management Inc. | 3,071 | $646.8K | 0.44% | −60−1.9% | Reduced |
| Kinloch Capital, LLC | 3,078 | $648.4K | 0.34% | +1,218+65.5% | Added |
| Family Wealth Partners, LLC | 3,097 | $652.3K | 0.34% | 00.0% | Unchanged |
| Martel Wealth Advisors Inc | 3,109 | $654.8K | 0.14% | −199−6.0% | Reduced |