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 8 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
- 5,133
- +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
- 2,348 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 | 6,135 | $2.40T |
| Q4 2025 | 6,131 | $2.61T |
| Q3 2025 | 5,617 | $2.35T |
| Q2 2025 | 5,600 | $1.93T |
| Q1 2025 | 5,608 | $2.08T |
| Q4 2024 | 5,672 | $2.36T |
| Q3 2024 | 5,106 | $2.17T |
| Q2 2024 | 5,133 | $1.98T |
| Q1 2024 | 5,024 | $1.61T |
| Q4 2023 | 4,977 | $1.81T |
| Q3 2023 | 4,619 | $1.60T |
| Q2 2023 | 4,595 | $1.82T |
| Q1 2023 | 4,525 | $1.55T |
| Q4 2022 | 4,556 | $1.21T |
| Q3 2022 | 4,347 | $1.29T |
| Q2 2022 | 4,340 | $1.28T |
| Q1 2022 | 4,391 | $1.66T |
| Q4 2021 | 4,403 | $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 |
|---|---|---|---|---|---|
| Forbes J M & Co LLP | 244,597 | $51.5M | 5.28% | +3,885+1.6% | Added |
| SCS Capital Management LLC | 244,149 | $51.4M | 1.08% | +213,934+708.0% | Added |
| Apriem Advisors | 244,104 | $51.4M | 6.29% | −4,989−2.0% | Reduced |
| Q Capital Solutions | 243,942 | $51.4M | 18.62% | +152,308+166.2% | Added |
| Teamwork Financial Advisors, LLC | 243,859 | $51.4M | 7.61% | −163,453−40.1% | Reduced |
| Fifth Third Wealth Advisors LLC | 243,613 | $51.3M | 3.89% | +154,841+174.4% | Added |
| Knights of Columbus Asset Advisors LLC | 243,555 | $51.3M | 3.35% | +10,642+4.6% | Added |
| Accredited Investors Inc. | 242,484 | $51.1M | 3.19% | −2,000−0.8% | Reduced |
| Pittenger & Anderson Inc | 242,365 | $51.0M | 2.10% | +180+0.1% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 240,962 | $50.8M | 0.12% | +7,479+3.2% | Added |
| Simon Quick Advisors, LLC | 240,878 | $50.7M | 3.58% | +11,668+5.1% | Added |
| Leavell Investment Management, Inc. | 240,404 | $50.6M | 2.80% | −613−0.3% | Reduced |
| Edgewood Management LLC | 239,851 | $50.5M | 0.14% | −900−0.4% | Reduced |
| Guardian Capital LP | 239,821 | $50.5M | 1.91% | −6,689−2.7% | Reduced |
| Klingman & Associates, LLC | 239,596 | $50.5M | 3.42% | −830−0.3% | Reduced |
| Brevan Howard Capital Management LP | 238,299 | $50.2M | 3.29% | +126,509+113.2% | Added |
| Strategic Wealth Designers | 231,280 | $50.1M | 6.34% | +231,280 | New |
| Avala Global LP | 236,600 | $49.8M | 3.63% | +236,600 | New |
| Smith Group Asset Management, LLC | 236,366 | $49.8M | 4.42% | −174,310−42.4% | Reduced |
| Tower Bridge Advisors | 236,068 | $49.7M | 5.53% | −24,055−9.2% | Reduced |
| Amica Mutual Insurance Co | 235,965 | $49.7M | 4.94% | 00.0% | Unchanged |
| Terry L. Blaker | 235,928 | $49.7M | 2.00% | +1,027+0.4% | Added |
| Palisade Asset Management, LLC | 235,653 | $49.6M | 5.13% | −6,511−2.7% | Reduced |
| Biondo Investment Advisors, LLC | 234,947 | $49.5M | 7.32% | −5,428−2.3% | Reduced |
| ClariVest Asset Management LLC | 234,802 | $49.5M | 5.05% | −7,011−2.9% | Reduced |
| Webster Bank, N. A. | 234,460 | $49.4M | 5.41% | −5,507−2.3% | Reduced |
| Crawford Investment Counsel Inc | 232,785 | $49.0M | 0.93% | −5,361−2.3% | Reduced |
| First American Trust, FSB | 232,234 | $48.9M | 4.90% | +29,720+14.7% | Added |
| Telos Capital Management, Inc. | 231,937 | $48.9M | 5.41% | +4,604+2.0% | Added |
| Sonora Investment Management Group, LLC | 284,823 | $48.8M | 3.82% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 231,878 | $48.8M | 3.42% | +156,141+206.2% | Added |
| LaFleur & Godfrey LLC | 231,756 | $48.8M | 7.16% | −11,101−4.6% | Reduced |
| Cornerstone Wealth Group, LLC | 231,621 | $48.8M | 4.35% | +7,245+3.2% | Added |
| Harbour Trust & Investment Management Co | 231,131 | $48.7M | 5.81% | −1,809−0.8% | Reduced |
| Flagship Harbor Advisors, LLC | 230,736 | $48.6M | 2.92% | +609+0.3% | Added |
| Pallas Capital Advisors LLC | 216,617 | $48.6M | 2.19% | +15,101+7.5% | Added |
| Alps Advisors Inc | 230,524 | $48.6M | 0.33% | +5,083+2.3% | Added |
| Krilogy Financial LLC | 230,001 | $48.4M | 3.57% | −9,517−4.0% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 229,904 | $48.4M | 5.00% | −4,118−1.8% | Reduced |
| Columbia Asset Management | 229,898 | $48.4M | 9.11% | −9,245−3.9% | Reduced |
| Ocean Capital Management, LLC | 229,047 | $48.2M | 16.00% | −10,639−4.4% | Reduced |
| Vision Capital Management, Inc. | 228,994 | $48.2M | 7.18% | −1,366−0.6% | Reduced |
| Sound View Wealth Advisors Group, LLC | 228,462 | $48.1M | 4.96% | −8,262−3.5% | Reduced |
| Heritage Trust Co | 227,270 | $47.9M | 6.31% | −1,447−0.6% | Reduced |
| Sumitomo Life Insurance Co | 232,788 | $47.9M | 1.11% | +37,601+19.3% | Added |
| Formidable Asset Management, LLC | 226,707 | $47.7M | 7.73% | +1,773+0.8% | Added |
| Dixon Mitchell Investment Counsel Inc. | 224,290 | $47.5M | 2.38% | +3,695+1.7% | Added |
| Silicon Valley Capital Partners | 224,944 | $47.4M | 6.52% | −4,497−2.0% | Reduced |
| SFMG, LLC | 224,523 | $47.3M | 4.11% | −892−0.4% | Reduced |
| Procyon Private Wealth Partners, LLC | 224,381 | $47.3M | 3.50% | −1,116−0.5% | Reduced |
| GYL Financial Synergies, LLC | 224,056 | $47.2M | 3.64% | +5,834+2.7% | Added |
| Wedmont Private Capital | 204,579 | $47.2M | 2.97% | +10,400+5.4% | Added |
| Elite Wealth Management, Inc. | 223,790 | $47.1M | 10.30% | −4,774−2.1% | Reduced |
| Camden Capital, LLC | 223,581 | $47.1M | 3.76% | −10,862−4.6% | Reduced |
| CORDA Investment Management, LLC. | 222,522 | $46.9M | 3.81% | −1,616−0.7% | Reduced |
| Harvest Portfolios Group Inc. | 222,325 | $46.8M | 1.79% | +18,978+9.3% | Added |
| Graypoint LLC | 222,310 | $46.8M | 3.24% | +12,983+6.2% | Added |
| Visionary Wealth Advisors | 222,236 | $46.8M | 3.06% | +16,073+7.8% | Added |
| Fiduciary Group LLC | 222,147 | $46.8M | 5.03% | −2,209−1.0% | Reduced |
| Zega Financial, LLC | 222,122 | $46.8M | 16.92% | +14,154+6.8% | Added |
| Trust Co of Toledo NA | 221,833 | $46.7M | 6.76% | +9,868+4.7% | Added |
| Quantitative Investment Management, LLC | 221,418 | $46.6M | 5.08% | +221,418 | New |
| Oakworth Capital, Inc. | 221,206 | $46.6M | 3.40% | −6,441−2.8% | Reduced |
| Physicians Financial Services, Inc. | 221,067 | $46.6M | 15.14% | +8,477+4.0% | Added |
| WestEnd Advisors, LLC | 220,721 | $46.5M | 1.20% | +34,362+18.4% | Added |
| Spinnaker Trust | 220,152 | $46.4M | 2.97% | +113+0.1% | Added |
| Cullen Investment Group, Ltd. | 219,989 | $46.3M | 7.39% | −10,037−4.4% | Reduced |
| Wintrust Investments LLC | 219,110 | $46.1M | 3.76% | +53,299+32.1% | Added |
| Blue Chip Partners, Inc. | 218,822 | $46.1M | 4.26% | +4,640+2.2% | Added |
| Vantage Investment Partners, LLC | 218,756 | $46.1M | 4.18% | −7,662−3.4% | Reduced |
| Private Advisory Group LLC | 218,582 | $46.0M | 6.05% | +14,240+7.0% | Added |
| Baader Bank INC | 218,537 | $46.0M | 3.60% | +53,480+32.4% | Added |
| Wealthcare Advisory Partners LLC | 218,309 | $46.0M | 1.44% | +16,327+8.1% | Added |
| Equitable Trust Co | 217,985 | $45.9M | 3.16% | +1,427+0.7% | Added |
| Lake Street Financial LLC | 217,793 | $45.9M | 5.94% | +4,436+2.1% | Added |
| Relative Value Partners Group, LLC | 217,793 | $45.9M | 5.94% | +183,220+530.0% | Added |
| EverSource Wealth Advisors, LLC | 206,360 | $45.8M | 3.04% | +16,756+8.8% | Added |
| Churchill Management Corp | 217,562 | $45.8M | 0.54% | +3,375+1.6% | Added |
| Hendershot Investments Inc. | 216,968 | $45.7M | 6.57% | −2,630−1.2% | Reduced |
| K.J. Harrison & Partners Inc | 216,024 | $45.5M | 7.49% | −7,285−3.3% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 215,582 | $45.4M | 3.93% | −5,561−2.5% | Reduced |
| Gladstone Institutional Advisory LLC | 215,561 | $45.4M | 2.36% | +2,910+1.4% | Added |
| Mullaney, Keating & Wright, Inc. | 215,526 | $45.4M | 35.19% | +215,526 | New |
| Community Bank & Trust, Waco, Texas | 215,214 | $45.3M | 11.32% | −1,339−0.6% | Reduced |
| Verdence Capital Advisors LLC | 215,191 | $45.3M | 4.03% | −3,126−1.4% | Reduced |
| Csenge Advisory Group | 214,376 | $45.2M | 2.56% | −2,497−1.2% | Reduced |
| Cypress Capital Group | 214,186 | $45.1M | 5.41% | +220+0.1% | Added |
| BTC Capital Management, Inc. | 213,985 | $45.1M | 4.18% | −13,351−5.9% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 213,913 | $45.1M | 2.60% | +4,489+2.1% | Added |
| Fagan Associates, Inc. | 213,911 | $45.1M | 7.88% | +7,089+3.4% | Added |
| Keywise Capital Management (HK) Ltd | 213,700 | $45.0M | 5.44% | +213,700 | New |
| Lake Street Advisors Group, LLC | 213,493 | $45.0M | 2.16% | +4,150+2.0% | Added |
| City of London Investment Management Co Ltd | 213,314 | $44.9M | 3.84% | −37,910−15.1% | Reduced |
| WMS Partners, LLC | 212,785 | $44.8M | 2.86% | +4,194+2.0% | Added |
| Marathon Trading Investment Management LLC | 212,671 | $44.8M | 12.00% | +184,697+660.2% | Added |
| Tompkins Financial Corp | 212,535 | $44.8M | 4.69% | −277−0.1% | Reduced |
| Octavia Wealth Advisors, LLC | 211,477 | $44.5M | 6.07% | +4,673+2.3% | Added |
| Ascent Group, LLC | 210,990 | $44.4M | 3.62% | +10,486+5.2% | Added |
| Petredis Investment Advisors LLC | 210,712 | $44.4M | 4.97% | −684−0.3% | Reduced |
| Thompson Siegel & Walmsley LLC | 210,391 | $44.3M | 0.71% | −2,140−1.0% | Reduced |