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; 6,150 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 | 6,150 | $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 |
|---|---|---|---|---|---|
| Fusion Family Wealth LLC | 4,022 | $847.1K | 0.09% | 00.0% | Unchanged |
| Ashford Capital Management Inc | 4,031 | $849.0K | 0.11% | 00.0% | Unchanged |
| Unison Advisors LLC | 4,046 | $852.1K | 0.11% | +10.0% | Added |
| Strategic Financial Partners, Ltd. | 4,046 | $852.2K | 0.47% | +17+0.4% | Added |
| New Harbor Financial Group, LLC | 4,052 | $853.4K | 0.28% | +1,577+63.7% | Added |
| Encompass More Asset Management | 4,065 | $856.1K | 0.61% | +79+2.0% | Added |
| Cyr Financial Inc. | 4,070 | $857.2K | 0.86% | +4,070 | New |
| Horizons Wealth Management | 3,824 | $857.8K | 0.68% | −339−8.1% | Reduced |
| Kennon-Green & Company, LLC | 4,086 | $860.6K | 0.79% | +5+0.1% | Added |
| Trellis Wealth Advisors LLC | 4,088 | $861.0K | 0.47% | 00.0% | Unchanged |
| Unconventional Investor, LLC | 4,098 | $863.1K | 0.61% | −632−13.4% | Reduced |
| VGI Partners Ltd | 4,100 | $863.5K | 0.09% | +4,100 | New |
| Penbrook Management LLC | 4,104 | $864.4K | 0.53% | −666−14.0% | Reduced |
| HFG Advisors, Inc. | 4,120 | $867.8K | 0.81% | 00.0% | Unchanged |
| Vista Private Wealth Partners. LLC | 4,149 | $873.9K | 0.35% | −226−5.2% | Reduced |
| Regis Acquisition Inc. | 4,148 | $874.0K | 0.53% | 00.0% | Unchanged |
| Gentry Private Wealth, LLC | 4,161 | $876.4K | 0.77% | +4,161 | New |
| Straight Path Wealth Management | 4,182 | $880.8K | 0.45% | −220−5.0% | Reduced |
| Foundry Partners, LLC | 4,195 | $883.6K | 0.05% | 00.0% | Unchanged |
| High Probability Advisors, LLC | 4,204 | $885.4K | 0.16% | +20.0% | Added |
| Hoge Financial Services, LLC | 4,217 | $888.1K | 0.73% | +1,361+47.7% | Added |
| Passive Capital Management, LLC. | 4,244 | $893.9K | 0.33% | +1,462+52.6% | Added |
| LFA - Lugano Financial Advisors SA | 4,255 | $896.2K | 0.68% | +360+9.2% | Added |
| DiNuzzo Private Wealth, Inc. | 4,264 | $898.1K | 0.12% | +230+5.7% | Added |
| Treynor Bancshares, Inc. | 4,274 | $900.2K | 0.94% | −4,203−49.6% | Reduced |
| Sagace Wealth Management LLC | 4,025 | $901.4K | 0.88% | +4,025 | New |
| Long Island Wealth Management, Inc. | 4,313 | $908.0K | 0.64% | +307+7.7% | Added |
| Boyd Wealth Management, LLC | 4,328 | $911.6K | 0.50% | +10.0% | Added |
| Henrickson Nauta Wealth Advisors, Inc. | 4,339 | $913.9K | 0.39% | +595+15.9% | Added |
| Reston Wealth Management LLC | 4,348 | $915.9K | 0.37% | +14+0.3% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 4,349 | $916.0K | 0.42% | −8,260−65.5% | Reduced |
| Riverwater Partners LLC | 4,350 | $916.2K | 0.68% | −339−7.2% | Reduced |
| SRN Advisors, LLC | 4,354 | $917.0K | 0.76% | 00.0% | Unchanged |
| Pillar Wealth Advisors, LLC | 4,360 | $918.3K | 1.10% | −273−5.9% | Reduced |
| Pachira Investments Inc. | 4,402 | $927.1K | 0.82% | +1,272+40.6% | Added |
| Sharp Financial Services, LLC | 4,419 | $930.7K | 0.80% | −442−9.1% | Reduced |
| Treasure Coast Financial Planning | 4,439 | $934.9K | 0.62% | −404−8.3% | Reduced |
| BCK Partners, Inc. | 4,441 | $935.4K | 0.48% | +613+16.0% | Added |
| Lanham O'Dell & Company, Inc. | 4,446 | $936.4K | 0.53% | 00.0% | Unchanged |
| LPWM LLC | 4,114 | $937.2K | 0.32% | −174−4.1% | Reduced |
| Spectrum Investment Advisors, Inc. | 4,460 | $939.3K | 0.69% | −5,118−53.4% | Reduced |
| AJ Advisors, LLC | 4,478 | $943.2K | 0.52% | −7,612−63.0% | Reduced |
| Stordahl Capital Management, Inc. | 4,497 | $947.2K | 0.24% | 00.0% | Unchanged |
| Rise Advisors, LLC | 4,500 | $947.9K | 0.50% | −23−0.5% | Reduced |
| Klein Pavlis & Peasley Financial, Inc. | 4,505 | $948.8K | 0.84% | +51+1.1% | Added |
| Scott Capital Advisors, LLC | 4,169 | $953.4K | 0.28% | +356+9.3% | Added |
| Kure Advisory, LLC | 4,531 | $954.4K | 0.78% | +403+9.8% | Added |
| Argyle Capital Management Inc. | 4,536 | $955.4K | 0.39% | 00.0% | Unchanged |
| Petra Financial Advisors Inc | 4,537 | $955.5K | 0.69% | −108−2.3% | Reduced |
| Iron Horse Wealth Management, LLC | 4,571 | $962.8K | 0.37% | +647+16.5% | Added |
| Tandem Wealth Advisors LLC | 4,583 | $965.3K | 0.52% | 00.0% | Unchanged |
| Websterrogers Financial Advisors, LLC | 4,610 | $971.0K | 0.35% | −731−13.7% | Reduced |
| Endowment Wealth Management, Inc. | 4,625 | $974.2K | 0.71% | −220−4.5% | Reduced |
| Merkkuri Wealth Advisors LLC | 4,640 | $974.9K | 0.90% | +4,640 | New |
| USAdvisors Wealth Management, LLC | 4,629 | $975.0K | 0.36% | +132+2.9% | Added |
| Signature Resources Capital Management, LLC | 4,633 | $975.8K | 0.81% | −335−6.7% | Reduced |
| Perkins Capital Management Inc | 4,650 | $979.0K | 0.92% | 00.0% | Unchanged |
| Gunderson Capital Management Inc. | 4,662 | $981.9K | 0.42% | +305+7.0% | Added |
| Israel Discount Bank of New York | 4,668 | $983.2K | 1.57% | −6,832−59.4% | Reduced |
| Tillman Hartley LLC | 4,673 | $984.2K | 0.34% | −118−2.5% | Reduced |
| Arkansas Financial Group, Inc. | 4,676 | $984.8K | 0.18% | −35−0.7% | Reduced |
| Ted Buchan & Co | 4,678 | $985.5K | 0.53% | −517−10.0% | Reduced |
| Western Financial Corp | 4,693 | $988.3K | 0.60% | +20.0% | Added |
| Solano Wealth Management, Inc. | 4,707 | $991.4K | 0.54% | −1,751−27.1% | Reduced |
| Fairman Group, LLC | 4,720 | $994.0K | 1.01% | +20.0% | Added |
| Barnett & Company, Inc. | 4,720 | $994.1K | 0.71% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 4,757 | $1.00M | 0.50% | +737+18.3% | Added |
| Greytown Advisors Inc. | 4,773 | $1.01M | 0.59% | −1,190−20.0% | Reduced |
| Sightline Wealth Advisors, LLC | 4,780 | $1.01M | 0.63% | +1,633+51.9% | Added |
| Legacy Advisory Services, LLC | 4,790 | $1.01M | 0.92% | −2,896−37.7% | Reduced |
| Equita Financial Network, Inc. | 4,792 | $1.01M | 0.42% | +1,601+50.2% | Added |
| Plum Street Advisors, LLC | 4,794 | $1.01M | 0.59% | −2,540−34.6% | Reduced |
| Reaves W H & Co Inc | 4,800 | $1.01M | 0.03% | 00.0% | Unchanged |
| Silver Coast Investments LLC | 4,808 | $1.01M | 0.41% | −39−0.8% | Reduced |
| MBE Wealth Management, LLC | 4,819 | $1.01M | 0.61% | +158+3.4% | Added |
| Unique Wealth Strategies, LLC | 5,928 | $1.02M | 0.48% | 00.0% | Unchanged |
| ZynergyRetirementPlanningLLC | 4,834 | $1.02M | 0.78% | +4,834 | New |
| Fort, L.P. | 4,835 | $1.02M | 2.61% | +130+2.8% | Added |
| Gimbal Financial | 4,487 | $1.02M | 0.75% | +785+21.2% | Added |
| Priebe Wealth Holdings LLC | 4,850 | $1.02M | 0.81% | +270+5.9% | Added |
| Peak Financial Advisors LLC | 4,868 | $1.03M | 0.59% | −15,032−75.5% | Reduced |
| Partnership Wealth Management, LLC | 4,872 | $1.03M | 0.76% | +10.0% | Added |
| Ridgepath Capital Management LLC | 4,888 | $1.03M | 1.01% | −14,806−75.2% | Reduced |
| Thornburg Investment Management Inc | 4,895 | $1.03M | 0.01% | −4,107−45.6% | Reduced |
| Horizon Bancorp Inc | 4,898 | $1.03M | 0.49% | −1,138−18.9% | Reduced |
| Tanglewood Wealth Management, Inc. | 4,902 | $1.03M | 0.13% | +2,510+104.9% | Added |
| Visionary Horizons, LLC | 4,929 | $1.04M | 0.76% | +149+3.1% | Added |
| Kingdom Financial Group LLC. | 4,943 | $1.04M | 0.70% | −1,376−21.8% | Reduced |
| New England Professional Planning Group Inc. | 4,944 | $1.04M | 0.55% | 00.0% | Unchanged |
| Maltin Wealth Management, Inc. | 4,961 | $1.04M | 0.56% | +6+0.1% | Added |
| Parker Financial LLC | 4,976 | $1.05M | 0.57% | −277−5.3% | Reduced |
| TSA Wealth Managment LLC | 4,982 | $1.05M | 0.45% | +1,024+25.9% | Added |
| Lane Generational LLC | 4,987 | $1.05M | 1.24% | 00.0% | Unchanged |
| Windsor Advisory Group, LLC | 4,991 | $1.05M | 2.11% | +1,003+25.2% | Added |
| Walleye Trading LLC | 5,000 | $1.05M | 0.02% | −558,083−99.1% | Reduced |
| Tejara Capital Ltd | 5,000 | $1.05M | 0.38% | +5,000 | New |
| Truefg, LLC | 5,006 | $1.05M | 0.38% | −286−5.4% | Reduced |
| Great Oak Capital Partners, LLC | 4,908 | $1.06M | 0.40% | +7+0.1% | Added |
| Bank Pictet & Cie (Asia) Ltd | 5,055 | $1.06M | 0.36% | +1,178+30.4% | Added |
| Beacon Wealthcare LLC | 5,062 | $1.07M | 0.46% | −37−0.7% | Reduced |