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 |
|---|---|---|---|---|---|
| Continental Investors Services, Inc. | 7,301 | $1.54M | 3.42% | +69+1.0% | Added |
| TCM Advisors, LLC | – | $1.54M | 1.35% | – | – |
| Costello Asset Management, INC | 7,319 | $1.54M | 1.15% | −1,083−12.9% | Reduced |
| Shore Point Advisors, LLC | 7,351 | $1.55M | 0.88% | +359+5.1% | Added |
| Seneca Financial Advisors LLC | 7,371 | $1.55M | 0.80% | +344+4.9% | Added |
| Financial Sense Advisors, Inc. | 7,391 | $1.56M | 0.49% | +8+0.1% | Added |
| FreeGulliver LLC | 7,391 | $1.56M | 1.06% | +4,097+124.4% | Added |
| Yost Capital Management, LP | 7,430 | $1.56M | 2.61% | −7,430−50.0% | Reduced |
| Sippican Capital Advisors | 7,436 | $1.57M | 1.24% | 00.0% | Unchanged |
| Gibson Capital, LLC | 7,454 | $1.57M | 0.35% | −50−0.7% | Reduced |
| Boston Mountain Money Management Inc | 7,454 | $1.57M | 1.04% | +68+0.9% | Added |
| Brown Wealth Management, LLC | 7,457 | $1.57M | 0.63% | +48+0.6% | Added |
| AllGen Financial Advisors, Inc. | 7,490 | $1.58M | 0.60% | +10.0% | Added |
| Dogwood Wealth Management LLC | 7,530 | $1.59M | 0.98% | +239+3.3% | Added |
| RTD Financial Advisors, Inc. | 7,542 | $1.59M | 0.21% | −3,649−32.6% | Reduced |
| LifePro Asset Management | 7,561 | $1.59M | 1.14% | −2,354−23.7% | Reduced |
| Aufman Associates Inc | 7,568 | $1.59M | 1.13% | +99+1.3% | Added |
| Motiv8 Investments LLC | 7,579 | $1.60M | 1.19% | +1,198+18.8% | Added |
| FF Advisors,LLC | 7,598 | $1.60M | 1.13% | −1,623−17.6% | Reduced |
| Hubbell Strickland Wealth Management, LLC | 7,605 | $1.60M | 0.80% | +19+0.3% | Added |
| Lowery Thomas, LLC | 7,607 | $1.60M | 1.17% | +50+0.7% | Added |
| Probity Advisors, Inc. | 7,612 | $1.60M | 0.33% | −102−1.3% | Reduced |
| LGT Financial Advisors LLC | 7,616 | $1.60M | 3.38% | +129+1.7% | Added |
| National Wealth Management Group, LLC | 7,641 | $1.61M | 1.23% | +852+12.5% | Added |
| Prudent Investors Network | 7,678 | $1.62M | 0.58% | 00.0% | Unchanged |
| 17 Capital Partners, LLC | 7,688 | $1.62M | 1.15% | −721−8.6% | Reduced |
| Oliver Luxxe Assets LLC | 7,696 | $1.62M | 0.34% | +958+14.2% | Added |
| Schwartz Investment Counsel Inc | 7,700 | $1.62M | 0.06% | +1,500+24.2% | Added |
| New England Capital Financial Advisors LLC | 7,707 | $1.62M | 0.91% | +6+0.1% | Added |
| Penney Financial, LLC | 7,728 | $1.63M | 1.19% | +20.0% | Added |
| Mason Investment Advisory Services, Inc. | 7,751 | $1.63M | 0.10% | +903+13.2% | Added |
| C M Bidwell & Associates Ltd | 7,786 | $1.64M | 1.10% | −19−0.2% | Reduced |
| Defender Capital, LLC. | 7,793 | $1.64M | 0.56% | +3,002+62.7% | Added |
| Voisard Asset Management Group, Inc. | 7,824 | $1.65M | 0.81% | +376+5.0% | Added |
| RMR Capital Management, LLC | 7,832 | $1.65M | 1.51% | 00.0% | Unchanged |
| RiverGlades Family Offices LLC | 7,851 | $1.65M | 1.29% | −40−0.5% | Reduced |
| ARK & TLK Investments, LLC | 7,855 | $1.65M | 0.62% | +200+2.6% | Added |
| Stegent Equity Advisors, Inc. | 7,887 | $1.66M | 1.73% | +765+10.7% | Added |
| Braun-Bostich & Associates Inc. | 7,904 | $1.66M | 1.24% | −508−6.0% | Reduced |
| Cypress Financial Planning LLC | 7,917 | $1.67M | 0.70% | −31−0.4% | Reduced |
| Cinctive Capital Management LP | 7,927 | $1.67M | 0.09% | −6,086−43.4% | Reduced |
| Lifestyle Asset Management, Inc. | 7,941 | $1.67M | 0.96% | −595−7.0% | Reduced |
| Syverson Strege & Co | 7,959 | $1.68M | 0.57% | +1,016+14.6% | Added |
| Carrera Capital Advisors | 7,962 | $1.68M | 0.55% | +7,962 | New |
| PYA Waltman Capital, LLC | 7,986 | $1.68M | 0.62% | +10.0% | Added |
| America First Investment Advisors, LLC | 7,998 | $1.68M | 0.41% | 00.0% | Unchanged |
| Aristotle Capital Management, LLC | 8,000 | $1.68M | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 8,016 | $1.69M | 1.14% | +6,350+381.2% | Added |
| Eliot Finkel Investment Counsel, LLC | 8,036 | $1.69M | 1.11% | −30−0.4% | Reduced |
| Horrell Capital Management, Inc. | 8,045 | $1.69M | 0.49% | −699−8.0% | Reduced |
| Enzi Wealth | 7,507 | $1.70M | 0.75% | −69−0.9% | Reduced |
| Holland Advisory Services, Inc. | 8,073 | $1.70M | 2.10% | +306+3.9% | Added |
| Leicht Financial Planning & Wealth Management, Inc. | 8,089 | $1.70M | 0.91% | 00.0% | Unchanged |
| Interactive Financial Advisors | 8,096 | $1.71M | 0.94% | 00.0% | Unchanged |
| Schwab Charitable Fund | 8,100 | $1.71M | 0.04% | +8,100 | New |
| Northeast Financial Group, Inc. | 8,125 | $1.71M | 0.73% | −1,320−14.0% | Reduced |
| White Wing Wealth Management | 8,143 | $1.72M | 1.37% | +231+2.9% | Added |
| Sollinda Capital Management LLC | 8,153 | $1.72M | 0.52% | +153+1.9% | Added |
| VitalStone Financial, LLC | 8,195 | $1.73M | 1.25% | +2,708+49.4% | Added |
| Ariadne Wealth Management, LP | 8,196 | $1.73M | 1.52% | +8,196 | New |
| Gruss & Co., LLC | 8,200 | $1.73M | 9.37% | +3,000+57.7% | Added |
| Tolleson Wealth Management, Inc. | 8,216 | $1.73M | 0.34% | +509+6.6% | Added |
| CM Wealth Advisors LLC | 8,219 | $1.73M | 0.82% | −5,775−41.3% | Reduced |
| Trevian Wealth Management LLC | 8,239 | $1.74M | 8.64% | −240−2.8% | Reduced |
| Vestia Personal Wealth Advisors | 8,244 | $1.74M | 1.85% | +8,244 | New |
| Lloyd Advisory Services, LLC. | 8,252 | $1.74M | 0.82% | −36,273−81.5% | Reduced |
| Easterly Investment Partners LLC | 8,267 | $1.74M | 0.15% | 00.0% | Unchanged |
| Intrepid Capital Management Inc | 8,267 | $1.74M | 1.11% | +127+1.6% | Added |
| Muirfield Wealth Advisors LLC | 8,280 | $1.74M | 1.64% | −1,910−18.7% | Reduced |
| Sirios Capital Management L P | 8,289 | $1.75M | 0.30% | +8,289 | New |
| McNamara Financial Services, Inc. | 8,312 | $1.75M | 0.37% | −87−1.0% | Reduced |
| Guidance Point Advisors, LLC | 8,325 | $1.75M | 0.55% | −89−1.1% | Reduced |
| Barnes Pettey Financial Advisors, LLC | 8,327 | $1.75M | 1.51% | −2,061−19.8% | Reduced |
| Elevate Wealth Advisory, Inc | 8,342 | $1.76M | 1.43% | +20+0.2% | Added |
| Proquility Private Wealth Partners, LLC | 8,351 | $1.76M | 0.60% | +3,671+78.4% | Added |
| Naples Money Management LLC | 8,116 | $1.76M | 1.50% | −8,620−51.5% | Reduced |
| Horizon Kinetics Asset Management LLC | 8,357 | $1.76M | 0.03% | −700−7.7% | Reduced |
| Provident Co of the Employees of the Hebrew University LTD | 8,363 | $1.76M | 2.10% | +8,363 | New |
| Waterford Advisors, LLC | 8,371 | $1.76M | 0.74% | +22+0.3% | Added |
| Claris Advisors, LLC | 8,379 | $1.76M | 0.91% | +127+1.5% | Added |
| Beck Bode, LLC | 8,384 | $1.77M | 0.35% | −1,086−11.5% | Reduced |
| Keeler & Nadler Financial Planning & Wealth Management | 8,400 | $1.77M | 0.97% | −414−4.7% | Reduced |
| Essential Planning, LLC. | 8,405 | $1.77M | 0.78% | −106−1.2% | Reduced |
| Delta Wealth Advisors LLC | 8,414 | $1.77M | 1.74% | +724+9.4% | Added |
| Kooman & Associates | 8,436 | $1.78M | 0.71% | +78+0.9% | Added |
| Foguth Wealth Management, LLC. | 8,437 | $1.78M | 0.78% | +988+13.3% | Added |
| McNaughton Wealth Management, LLC | 8,445 | $1.78M | 0.94% | +403+5.0% | Added |
| Burns Matteson Capital Management, LLC | 8,460 | $1.78M | 1.12% | +2,274+36.8% | Added |
| Dravo Bay LLC | 8,481 | $1.79M | 0.99% | −358−4.1% | Reduced |
| Sender Co & Partners, Inc. | 8,484 | $1.79M | 2.05% | −4,450−34.4% | Reduced |
| Auour Investments LLC | 8,486 | $1.79M | 0.67% | 00.0% | Unchanged |
| Orgel Wealth Management, LLC | 8,495 | $1.79M | 0.05% | +359+4.4% | Added |
| Fox Run Management, L.L.C. | 8,497 | $1.79M | 0.34% | +5+0.1% | Added |
| Lee Johnson Capital Management, LLC | 8,500 | $1.79M | 0.91% | −222−2.5% | Reduced |
| Nordwand Advisors, LLC | 8,507 | $1.79M | 0.78% | 00.0% | Unchanged |
| BlueSky Wealth Advisors, LLC | 8,516 | $1.79M | 0.30% | +2,521+42.1% | Added |
| Emerald Mutual Fund Advisers Trust | 8,517 | $1.79M | 0.09% | +1,012+13.5% | Added |
| Tran Capital Management, L.P. | 8,517 | $1.79M | 0.21% | +6,559+335.0% | Added |
| Slocum, Gordon & Co LLP | 8,536 | $1.80M | 1.34% | +300+3.6% | Added |
| Cedar Wealth Management, LLC | 8,536 | $1.80M | 0.58% | −165−1.9% | Reduced |