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 |
|---|---|---|---|---|---|
| Altshuler Shaham Ltd | 6,136 | $1.29M | 0.04% | −1,928,407−99.7% | Reduced |
| Cedar Brook Financial Partners, LLC | 6,139 | $1.29M | 9.73% | −101,090−94.3% | Reduced |
| GoalFusion Wealth Management, LLC | 6,142 | $1.29M | 0.80% | −74−1.2% | Reduced |
| Prism Advisors, Inc. | 6,143 | $1.29M | 0.39% | 00.0% | Unchanged |
| Asset Planning Corporation | 6,149 | $1.30M | 0.97% | −2,569−29.5% | Reduced |
| Monument Group Wealth Advisors, LLC | 6,150 | $1.30M | 0.87% | 00.0% | Unchanged |
| Turim 21 Investimentos Ltda. | 6,170 | $1.30M | 0.33% | 00.0% | Unchanged |
| Flagstone Financial Management | 6,170 | $1.30M | 0.48% | −35−0.6% | Reduced |
| Presilium Private Wealth, LLC | 6,179 | $1.30M | 0.33% | −80−1.3% | Reduced |
| Advisory Research Inc | 6,191 | $1.30M | 0.25% | +725+13.3% | Added |
| Hiley Hunt Wealth Management | 6,193 | $1.30M | 0.81% | −196−3.1% | Reduced |
| Afg Fiduciary Services Limited Partnership | 5,834 | $1.31M | 0.91% | −276−4.5% | Reduced |
| MorganRosel Wealth Management, LLC | 6,209 | $1.31M | 0.46% | +86+1.4% | Added |
| Ehrlich Financial Group | 6,241 | $1.31M | 1.04% | +235+3.9% | Added |
| TPG Financial Advisors, LLC | 6,273 | $1.32M | 0.63% | +6,273 | New |
| Valley Financial Group, Inc. | 6,285 | $1.32M | 0.97% | −121−1.9% | Reduced |
| Thompson Davis & Co., Inc. | 6,292 | $1.33M | 1.15% | +195+3.2% | Added |
| Hyperion Capital Advisors LP | 6,293 | $1.33M | 0.62% | 00.0% | Unchanged |
| Kraft, Davis & Associates, LLC | 6,093 | $1.33M | 0.40% | +36+0.6% | Added |
| Pitti Group Wealth Management, LLC | 6,928 | $1.33M | 1.45% | +362+5.5% | Added |
| Adapt Wealth Advisors, LLC | 6,337 | $1.33M | 0.84% | +1,276+25.2% | Added |
| Newport Capital Group, LLC | 6,354 | $1.34M | 1.06% | +6,354 | New |
| Annapolis Financial Services, LLC | 6,374 | $1.34M | 0.43% | 00.0% | Unchanged |
| AFS Financial Group, LLC | 6,376 | $1.34M | 17.98% | −7,270−53.3% | Reduced |
| A.P. Gilfoyle & Co., L.P. | 6,100 | $1.34M | 58.71% | +100+1.7% | Added |
| Higgins & Schmidt Wealth Strategies LLC | 6,390 | $1.35M | 0.97% | −509−7.4% | Reduced |
| Plan Group Financial, LLC | 6,397 | $1.35M | 0.82% | −44−0.7% | Reduced |
| Retirement Investment Advisors, Inc. | 6,399 | $1.35M | 0.16% | +6,399 | New |
| North Point Portfolio Managers Corp | 6,401 | $1.35M | 0.24% | +1,164+22.2% | Added |
| Essex Private Wealth Management, LLC | 6,403 | $1.35M | 3.43% | +396+6.6% | Added |
| Napa Wealth Management | 6,423 | $1.35M | 0.91% | −2,261−26.0% | Reduced |
| Cullen Capital Management LLC | 6,444 | $1.36M | 0.02% | 00.0% | Unchanged |
| First Washington CORP | 6,444 | $1.36M | 0.50% | +121+1.9% | Added |
| Briaud Financial Planning, Inc | 6,456 | $1.36M | 0.78% | +999+18.3% | Added |
| Rodgers & Associates, LTD | 6,467 | $1.36M | 0.18% | +242+3.9% | Added |
| Altiora Financial Group, LLC | 6,506 | $1.37M | 0.33% | 00.0% | Unchanged |
| Stonekeep Investments, LLC | 6,532 | $1.38M | 1.12% | +6,532 | New |
| Range Financial Group LLC | 6,542 | $1.38M | 0.70% | +246+3.9% | Added |
| Michael S. Ryan, Inc. | 6,545 | $1.38M | 1.04% | −432−6.2% | Reduced |
| Boulder Wealth Advisors, LLC | 6,599 | $1.39M | 0.81% | −146−2.2% | Reduced |
| AMJ Financial Wealth Management | 6,618 | $1.39M | 0.43% | +72+1.1% | Added |
| Highland Financial Advisors, LLC | 6,617 | $1.39M | 0.52% | +680+11.5% | Added |
| Ti-Trust, Inc | 6,627 | $1.40M | 1.08% | −2,090−24.0% | Reduced |
| IAG Wealth Partners, LLC | 6,629 | $1.40M | 0.28% | +87+1.3% | Added |
| Sequent Planning LLC | 6,445 | $1.40M | 0.48% | −427−6.2% | Reduced |
| Tilson Financial Group, Inc. | 6,656 | $1.40M | 1.42% | −535−7.4% | Reduced |
| Cedar Point Capital Partners, LLC | 6,676 | $1.41M | 1.05% | −191−2.8% | Reduced |
| Wheelhouse Advisory Group LLC | 6,386 | $1.41M | 0.99% | −174−2.7% | Reduced |
| Veridan Wealth LLC | 6,873 | $1.41M | 0.57% | +6,873 | New |
| Alamar Capital Management, LLC | 6,715 | $1.41M | 0.86% | +6,715 | New |
| All Season Financial Advisors, Inc. | 6,733 | $1.42M | 1.29% | +201+3.1% | Added |
| Financial Guidance Group, Inc. | 6,738 | $1.42M | 0.87% | −10,461−60.8% | Reduced |
| Heritage Wealth Management, Inc./Texas | 6,750 | $1.42M | 0.89% | +589+9.6% | Added |
| Lesa Sroufe & Co | 6,757 | $1.42M | 1.38% | −92−1.3% | Reduced |
| Paragon Advisors, LLC | 6,758 | $1.42M | 0.52% | −11,425−62.8% | Reduced |
| Rocky Mountain Advisers, LLC | 6,760 | $1.42M | 0.48% | +10.0% | Added |
| Eagle Bluffs Wealth Management LLC | 6,775 | $1.43M | 0.83% | 00.0% | Unchanged |
| Partners in Financial Planning | 6,783 | $1.43M | 0.31% | −800−10.5% | Reduced |
| Donald L. Hagan, LLC | 6,787 | $1.43M | 0.76% | 00.0% | Unchanged |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 6,799 | $1.43M | 0.02% | −1,175−14.7% | Reduced |
| Smart Money Group LLC | 6,449 | $1.43M | 0.51% | +140+2.2% | Added |
| PFG Private Wealth Management, LLC | 6,813 | $1.43M | 0.87% | −523−7.1% | Reduced |
| Shelton Wealth Management, LLC | 6,821 | $1.44M | 0.86% | −824−10.8% | Reduced |
| PFS Partners, LLC | 6,845 | $1.44M | 0.91% | −2,047−23.0% | Reduced |
| D. Scott Neal, Inc. | 6,857 | $1.44M | 0.80% | +20+0.3% | Added |
| Gibson Wealth Advisors LLC | 6,894 | $1.45M | 1.36% | +900+15.0% | Added |
| HighMark Wealth Management LLC | 6,942 | $1.46M | 0.88% | +2,179+45.7% | Added |
| Morris Financial Concepts, Inc. | 6,942 | $1.46M | 0.70% | +204+3.0% | Added |
| FSA Advisors, Inc. | 7,905 | $1.46M | 1.52% | −732−8.5% | Reduced |
| Mason & Associates, LLC | 6,984 | $1.47M | 0.48% | −11,966−63.1% | Reduced |
| Stephenson & Company, Inc. | 6,988 | $1.47M | 1.09% | −1,790−20.4% | Reduced |
| Asset Allocation Strategies LLC | 6,992 | $1.47M | 0.50% | −240−3.3% | Reduced |
| Fortis Advisors, LLC | 7,001 | $1.47M | 1.04% | −19−0.3% | Reduced |
| Brand Asset Management Group, Inc. | 7,006 | $1.48M | 0.62% | +1,322+23.3% | Added |
| ACT Advisors, LLC. | 7,022 | $1.48M | 0.77% | +1,043+17.4% | Added |
| Albert D Mason Inc | 7,032 | $1.48M | 1.00% | −56−0.8% | Reduced |
| Biltmore Wealth Management, LLC | 7,033 | $1.48M | 0.64% | −233−3.2% | Reduced |
| Marshall Financial Group Inc | 7,043 | $1.48M | 0.48% | −186−2.6% | Reduced |
| Covestor Ltd | 7,057 | $1.49M | 0.96% | −17−0.2% | Reduced |
| Philip James Wealth Mangement, LLC | 7,058 | $1.49M | 0.99% | −297−4.0% | Reduced |
| Jackson Creek Investment Advisors LLC | 7,058 | $1.49M | 0.54% | −942−11.8% | Reduced |
| Baron Financial Group, LLC | 7,067 | $1.49M | 0.95% | −2,401−25.4% | Reduced |
| Terra Nova Asset Management LLC | 7,067 | $1.49M | 1.17% | +122+1.8% | Added |
| Stone Run Capital, LLC | 7,080 | $1.49M | 0.60% | 00.0% | Unchanged |
| Stewardship Advisors, LLC | 7,081 | $1.49M | 0.49% | +33+0.5% | Added |
| Heck Capital Advisors, LLC | 7,087 | $1.49M | 0.19% | −30.0% | Reduced |
| Ascension Capital Advisors, Inc. | 7,089 | $1.49M | 0.79% | −199−2.7% | Reduced |
| Kanen Wealth Management LLC | 7,100 | $1.50M | 0.93% | +7,100 | New |
| Robinswood Financial LLC | 7,130 | $1.50M | 0.61% | +16+0.2% | Added |
| Earnest Partners LLC | 7,134 | $1.50M | 0.01% | 00.0% | Unchanged |
| GGM Financials LLC | 7,135 | $1.50M | 1.38% | +7,135 | New |
| Instrumental Wealth, LLC | 6,912 | $1.50M | 1.55% | +90+1.3% | Added |
| Voya Financial Advisors, Inc. | 7,025 | $1.50M | 0.17% | −66−0.9% | Reduced |
| SFM, LLC | 7,167 | $1.51M | 1.14% | +11+0.2% | Added |
| Prentiss Smith & Co Inc | 7,174 | $1.51M | 1.05% | 00.0% | Unchanged |
| Prepared Retirement Institute LLC | 7,190 | $1.51M | 1.00% | +693+10.7% | Added |
| Capital CS Group, LLC | 7,219 | $1.52M | 1.75% | +2,457+51.6% | Added |
| Sanchez Wealth Management Group | 7,220 | $1.52M | 0.49% | +24+0.3% | Added |
| Strategic Point Investment Advisors, LLC | 7,262 | $1.53M | 0.27% | +126+1.8% | Added |
| Bayshore Asset Management, LLC | 7,285 | $1.53M | 0.77% | −92−1.2% | Reduced |