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 |
|---|---|---|---|---|---|
| Poplar Forest Capital LLC | 5,067 | $1.07M | 0.15% | 00.0% | Unchanged |
| Columbia Advisory Partners LLC | 5,071 | $1.07M | 1.04% | −249−4.7% | Reduced |
| Hunter Perkins Capital Management, LLC | 5,111 | $1.08M | 0.23% | −150−2.9% | Reduced |
| ShankerValleau Wealth Advisors, Inc. | 5,110 | $1.08M | 0.46% | +744+17.0% | Added |
| Independent Family Office, LLC | 5,028 | $1.08M | 0.61% | −1,501−23.0% | Reduced |
| Portland Investment Counsel Inc. | 5,134 | $1.08M | 0.39% | −45−0.9% | Reduced |
| Hardin Capital Partners, LLC | 5,144 | $1.08M | 0.71% | +5,144 | New |
| Rpo LLC | 5,150 | $1.08M | 1.64% | +5,150 | New |
| Jentner Corp | 5,154 | $1.09M | 0.36% | +22+0.4% | Added |
| Sanctuary Wealth Management, L.L.C. | 5,166 | $1.09M | 0.82% | +664+14.7% | Added |
| Optivise Advisory Services LLC | 5,169 | $1.09M | 0.59% | +5,169 | New |
| Sheridan Capital Management, LLC | 5,023 | $1.09M | 0.81% | −20−0.4% | Reduced |
| Covey Capital Advisors, LLC | 5,187 | $1.09M | 1.26% | −595−10.3% | Reduced |
| TrueWealth Financial Partners | 5,210 | $1.10M | 0.71% | 00.0% | Unchanged |
| Madden Advisory Services, Inc. | 5,234 | $1.10M | 0.56% | +431+9.0% | Added |
| Monumental Financial Group Inc. | 5,236 | $1.10M | 0.48% | −918−14.9% | Reduced |
| Green Alpha Advisors, LLC | 5,326 | $1.12M | 0.90% | −1,620−23.3% | Reduced |
| Seaside Wealth Management, Inc. | 5,330 | $1.12M | 0.47% | +10.0% | Added |
| Guardian Wealth Management, Inc. | 5,332 | $1.12M | 0.86% | −24−0.4% | Reduced |
| Mainsail Financial Group, LLC | 5,352 | $1.13M | 0.66% | +235+4.6% | Added |
| Van Strum & Towne Inc. | 5,352 | $1.13M | 0.41% | 00.0% | Unchanged |
| Keener Financial Planning LLC | 5,381 | $1.13M | 0.74% | −116−2.1% | Reduced |
| Trinity Wealth Management, LLC | 5,397 | $1.14M | 0.57% | −497−8.4% | Reduced |
| Cornerstone Advisors Asset Management, LLC | 5,403 | $1.14M | 0.32% | 00.0% | Unchanged |
| First Fiduciary Investment Counsel, Inc. | 5,405 | $1.14M | 0.25% | 00.0% | Unchanged |
| Fulcrum Equity Management | 5,422 | $1.14M | 1.02% | +197+3.8% | Added |
| Hilltop Wealth Advisors, LLC | 5,430 | $1.14M | 0.57% | +1,430+35.8% | Added |
| Hummer Financial Advisory Services Inc | 5,437 | $1.15M | 0.99% | −51−0.9% | Reduced |
| Cornerstone National Bank & Trust Co | 5,437 | $1.15M | 0.56% | 00.0% | Unchanged |
| Sharkey, Howes & Javer | 5,443 | $1.15M | 0.19% | −395−6.8% | Reduced |
| Compton Financial Group, LLC | 5,446 | $1.15M | 0.37% | +500+10.1% | Added |
| JMG Financial Group, Ltd. | 5,448 | $1.15M | 0.04% | +43+0.8% | Added |
| BCK Capital Management LP | 5,449 | $1.15M | 0.74% | −3,612−39.9% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 5,465 | $1.15M | 0.16% | +133+2.5% | Added |
| Alternative Investment Advisors, LLC. | 5,465 | $1.15M | 0.66% | +199+3.8% | Added |
| Insight Folios Inc | 5,491 | $1.16M | 0.47% | +211+4.0% | Added |
| Tacita Capital Inc | 5,502 | $1.16M | 0.82% | 00.0% | Unchanged |
| Kerntke Otto McGlone Wealth Management Group | 5,509 | $1.16M | 1.08% | −179−3.1% | Reduced |
| Greenfield Seitz Capital Management, LLC | 5,510 | $1.16M | 0.43% | −300−5.2% | Reduced |
| True Vision MN LLC | 5,522 | $1.16M | 0.76% | −113−2.0% | Reduced |
| James Hambro & Partners | 5,536 | $1.17M | 0.05% | −926−14.3% | Reduced |
| Elite Life Management LLC | 5,537 | $1.17M | 4.52% | +248+4.7% | Added |
| DBK Financial Counsel, LLC | 5,537 | $1.17M | 1.27% | −196−3.4% | Reduced |
| Retirement Financial Solutions, LLC | 5,552 | $1.17M | 0.55% | +141+2.6% | Added |
| Forte Asset Management LLC | 5,561 | $1.17M | 0.69% | −830−13.0% | Reduced |
| Summit Investment Advisory Services, LLC | 5,564 | $1.17M | 1.38% | +3,722+202.1% | Added |
| Pacifica Capital Investments, LLC | 5,563 | $1.17M | 0.42% | −200−3.5% | Reduced |
| Aquire Wealth Advisors, LLC | 5,566 | $1.17M | 0.39% | +153+2.8% | Added |
| Krane Funds Advisors LLC | 5,570 | $1.17M | 0.05% | −1,853−25.0% | Reduced |
| Evolution Advisers, Inc. | 5,581 | $1.18M | 0.68% | +91+1.7% | Added |
| Flagship Private Wealth, LLC | 5,579 | $1.18M | 0.70% | −37−0.7% | Reduced |
| BW Gestao de Investimentos Ltda. | 5,596 | $1.18M | 0.16% | −5,000−47.2% | Reduced |
| ASB Consultores, LLC | 5,632 | $1.19M | 0.43% | −1,455−20.5% | Reduced |
| GG Group Ventures, LLC | 5,364 | $1.19M | 1.65% | +5,364 | New |
| Hibernia Wealth Partners, LLC | 5,642 | $1.19M | 0.41% | −2,754−32.8% | Reduced |
| Gold Investment Management Ltd. | 5,653 | $1.19M | 0.50% | +4+0.1% | Added |
| Sonoma Private Wealth LLC | 5,665 | $1.19M | 1.94% | −24−0.4% | Reduced |
| Tandem Investment Advisors, Inc. | 5,714 | $1.20M | 0.05% | −1,776−23.7% | Reduced |
| Ackerman Capital Advisors, LLC | 5,752 | $1.21M | 0.32% | 00.0% | Unchanged |
| First International Bank & Trust | 5,757 | $1.21M | 0.42% | −31−0.5% | Reduced |
| Alpha Financial Partners, LLC | 5,757 | $1.21M | 1.05% | +554+10.6% | Added |
| Silver Oak Advisory Group, Inc. | 5,766 | $1.21M | 0.67% | 00.0% | Unchanged |
| Welch Capital Partners LLC | 5,763 | $1.21M | 0.29% | +2,800+94.5% | Added |
| Vista Finance, LLC | 5,772 | $1.22M | 1.86% | +130+2.3% | Added |
| Milestones Administradora de Recursos Ltda. | 5,780 | $1.22M | 0.51% | +2,890+100.0% | Added |
| Adalta Capital Management LLC | 5,790 | $1.22M | 0.66% | 00.0% | Unchanged |
| Durante & Waters, LLC | 5,792 | $1.22M | 1.09% | +316+5.8% | Added |
| Soundwatch Capital LLC | 5,810 | $1.22M | 6.73% | +3,651+169.1% | Added |
| Vermillion & White Wealth Management Group, LLC | 5,827 | $1.23M | 0.93% | +3+0.1% | Added |
| Bare Financial Services, Inc | 5,527 | $1.23M | 0.65% | 00.0% | Unchanged |
| Red Tortoise LLC | 5,828 | $1.23M | 0.67% | +400+7.4% | Added |
| Cobblestone Asset Management LLC | 5,835 | $1.23M | 0.80% | 00.0% | Unchanged |
| Beacon Financial Planning, Inc | 5,845 | $1.23M | 0.84% | −125−2.1% | Reduced |
| Total Wealth Planning, LLC | 5,246 | $1.23M | 0.20% | −92−1.7% | Reduced |
| Pineridge Advisors LLC | 5,863 | $1.23M | 0.42% | +40+0.7% | Added |
| Stevens Capital Management LP | 5,886 | $1.24M | 0.42% | −85,346−93.5% | Reduced |
| Stephen J. Garry & Associates, LLC | 5,897 | $1.24M | 1.26% | +20.0% | Added |
| HC Advisors, LLC | 5,898 | $1.24M | 1.15% | −13,964−70.3% | Reduced |
| Awm Capital, LLC | 5,926 | $1.25M | 0.19% | +520+9.6% | Added |
| Guidance Capital, Inc | 5,634 | $1.25M | 0.41% | +70+1.3% | Added |
| Clearview Wealth Advisors LLC | 5,947 | $1.25M | 1.09% | −79−1.3% | Reduced |
| Bush Investment Group, LLC | 5,948 | $1.25M | 1.08% | +102+1.7% | Added |
| Squire Investment Management Company, LLC | 5,968 | $1.26M | 0.71% | +5,968 | New |
| Mork Capital Management, LLC | 6,000 | $1.26M | 0.99% | 00.0% | Unchanged |
| Phillips Wealth Planners LLC | 5,426 | $1.26M | 1.33% | +672+14.1% | Added |
| Ninepoint Partners LP | 6,023 | $1.27M | 0.14% | +494+8.9% | Added |
| Galibier Capital Management Ltd. | 6,035 | $1.27M | 0.32% | 00.0% | Unchanged |
| Lutz Financial Services LLC | 6,041 | $1.27M | 0.11% | +139+2.4% | Added |
| Lockerman Financial Group, Inc. | 6,055 | $1.28M | 2.31% | −907−13.0% | Reduced |
| Mokosak Advisory Group, LLC | 6,061 | $1.28M | 0.42% | +5+0.1% | Added |
| Atlas Wealth Partners, LLC | 6,070 | $1.28M | 5.41% | +6,070 | New |
| Cassia Capital Partners, LLC | 6,078 | $1.28M | 0.84% | −311−4.9% | Reduced |
| Chico Wealth RIA | 6,079 | $1.28M | 1.17% | −82−1.3% | Reduced |
| Greenhouse Wealth Management, LLC | 6,101 | $1.28M | 0.94% | +7+0.1% | Added |
| Aull & Monroe Investment Management Corp | 6,103 | $1.29M | 0.63% | −203−3.2% | Reduced |
| Your Advocates Ltd., LLP | 6,112 | $1.29M | 0.54% | −93−1.5% | Reduced |
| Silver Lake Advisory, LLC | 6,113 | $1.29M | 0.58% | +6+0.1% | Added |
| Game Creek Capital, LP | 6,115 | $1.29M | 0.72% | −260−4.1% | Reduced |
| American Financial & Tax Strategies Inc | 6,129 | $1.29M | 0.68% | +55+0.9% | Added |
| Stone House Investment Management, LLC | 6,135 | $1.29M | 0.34% | −70−1.1% | Reduced |