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 |
|---|---|---|---|---|---|
| Estabrook Capital Management | 210,298 | $44.3M | 6.82% | −4,095−1.9% | Reduced |
| De Burlo Group Inc | 210,123 | $44.3M | 5.95% | +47,000+28.8% | Added |
| Bristlecone Advisors, LLC | 210,025 | $44.2M | 3.77% | −2,861−1.3% | Reduced |
| American Assets Investment Management, LLC | 210,000 | $44.2M | 4.14% | 00.0% | Unchanged |
| Renaissance Group LLC | 209,932 | $44.2M | 1.73% | −4,027−1.9% | Reduced |
| Summit Partners Public Asset Management, LLC | 209,700 | $44.2M | 2.04% | +209,700 | New |
| Secure Asset Management, LLC | 209,445 | $44.1M | 8.36% | −611−0.3% | Reduced |
| JGP Wealth Management, LLC | 208,950 | $44.0M | 6.28% | +190.0% | Added |
| Blue Fin Capital, Inc. | 208,881 | $44.0M | 8.78% | +3,189+1.6% | Added |
| Rossmore Private Capital | 208,421 | $43.9M | 5.76% | −1,165−0.6% | Reduced |
| BancorpSouth Bank | 208,379 | $43.9M | 3.29% | +12,653+6.5% | Added |
| Strategic Advisors LLC | 208,101 | $43.8M | 8.50% | −10,116−4.6% | Reduced |
| Abbrea Capital, LLC | 208,075 | $43.8M | 5.80% | −18,744−8.3% | Reduced |
| Johnson Financial Group, Inc. | 207,741 | $43.8M | 2.12% | +84,982+69.2% | Added |
| Greenwood Gearhart Inc | 206,532 | $43.5M | 4.10% | −311−0.2% | Reduced |
| GM Advisory Group, Inc. | 206,043 | $43.4M | 2.80% | +2,530+1.2% | Added |
| M&G Plc | 205,610 | $43.4M | 0.26% | −68,781−25.1% | Reduced |
| Liontrust Investment Partners LLP | 205,466 | $43.3M | 0.61% | +77,466+60.5% | Added |
| Fidelis Capital Partners, LLC | 205,828 | $43.2M | 6.15% | +2,290+1.1% | Added |
| Greenwich Wealth Management LLC | 204,811 | $43.1M | 3.15% | −488−0.2% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 204,467 | $43.1M | 5.21% | −1,449−0.7% | Reduced |
| Resources Management Corp | 204,098 | $43.0M | 6.26% | −3,721−1.8% | Reduced |
| Keystone Financial Group | 204,007 | $43.0M | 15.39% | +1,905+0.9% | Added |
| Boston Common Asset Management, LLC | 203,435 | $42.8M | 1.10% | +17,617+9.5% | Added |
| Summit Financial, LLC | 203,192 | $42.8M | 1.95% | +47,208+30.3% | Added |
| Two Sigma Securities, LLC | 203,161 | $42.8M | 2.04% | −88,514−30.3% | Reduced |
| Hallmark Capital Management Inc | 202,598 | $42.7M | 3.40% | −10,421−4.9% | Reduced |
| Nemes Rush Group LLC | 202,370 | $42.6M | 5.85% | −1,061−0.5% | Reduced |
| Bridgewater Advisors Inc. | 195,905 | $42.6M | 5.27% | +55,601+39.6% | Added |
| Culbertson A N & Co Inc | 201,877 | $42.5M | 7.43% | −5,850−2.8% | Reduced |
| Bell Asset Management Ltd | 201,736 | $42.5M | 5.96% | +201,736 | New |
| CRA Financial Services, LLC | 201,571 | $42.5M | 8.57% | −4,536−2.2% | Reduced |
| Madison Asset Management, LLC | 201,099 | $42.4M | 0.52% | −2,697−1.3% | Reduced |
| Annex Advisory Services, LLC | 201,041 | $42.3M | 1.49% | +6,233+3.2% | Added |
| Clear Street Markets LLC | 200,885 | $42.3M | 16.37% | +200,885 | New |
| Waldron Private Wealth LLC | 200,741 | $42.3M | 1.89% | −7,128−3.4% | Reduced |
| Pacific Global Investment Management CO | 200,572 | $42.2M | 8.03% | −4,504−2.2% | Reduced |
| UG Investment Advisers Ltd. | 200,160 | $42.2M | 14.29% | +47,165+30.8% | Added |
| Kinneret Advisory, LLC | 199,207 | $42.0M | 4.02% | −19,743−9.0% | Reduced |
| BBR Partners, LLC | 198,900 | $41.9M | 3.43% | −9,823−4.7% | Reduced |
| WCG Wealth Advisors LLC | 198,305 | $41.8M | 3.09% | +23,578+13.5% | Added |
| Centaurus Financial, Inc. | 198,136 | $41.7M | 2.78% | +41,004+26.1% | Added |
| Zhang Financial LLC | 197,964 | $41.7M | 2.92% | −779−0.4% | Reduced |
| Naples Global Advisors, LLC | 197,908 | $41.7M | 4.18% | −2,956−1.5% | Reduced |
| MainStreet Investment Advisors LLC | 197,897 | $41.7M | 5.10% | −13,720−6.5% | Reduced |
| Trexquant Investment LP | 197,754 | $41.7M | 0.64% | −111,324−36.0% | Reduced |
| Ironwood Financial, llc | 197,520 | $41.6M | 9.33% | −14,215−6.7% | Reduced |
| Jag Capital Management, LLC | 197,484 | $41.6M | 5.71% | +43,667+28.4% | Added |
| Soltis Investment Advisors LLC | 197,453 | $41.6M | 4.40% | +18,385+10.3% | Added |
| Ycg, LLC | 197,025 | $41.5M | 3.38% | +538+0.3% | Added |
| American National Bank | 196,470 | $41.4M | 5.15% | +4,225+2.2% | Added |
| Griffin Asset Management, Inc. | 196,419 | $41.4M | 4.79% | −661−0.3% | Reduced |
| Cassaday & Co Wealth Management LLC | 195,771 | $41.2M | 1.30% | +8,071+4.3% | Added |
| CSM Advisors, LLC | 195,362 | $41.2M | 2.91% | −5,433−2.7% | Reduced |
| Valmark Advisers, Inc. | 195,178 | $41.1M | 0.70% | +4,802+2.5% | Added |
| Rice Partnership, LLC | 195,170 | $41.1M | 8.93% | +1,910+1.0% | Added |
| Invictus Private Wealth, LLC | 194,131 | $40.9M | 3.43% | +2,019+1.1% | Added |
| Edge Wealth Management LLC | 192,692 | $40.6M | 8.55% | −3,191−1.6% | Reduced |
| SP Asset Management LLC | 192,681 | $40.6M | 3.69% | −1,051−0.5% | Reduced |
| Shufro Rose & Co LLC | 192,155 | $40.5M | 3.30% | −773−0.4% | Reduced |
| Manitou Investment Management Ltd. | 192,036 | $40.4M | 9.05% | +43,847+29.6% | Added |
| Coastline Trust Co | 191,893 | $40.4M | 4.73% | −2,579−1.3% | Reduced |
| Winslow Asset Management Inc | 191,848 | $40.4M | 7.96% | −5,738−2.9% | Reduced |
| Blue Investment Partners LLC | 191,571 | $40.3M | 18.29% | −25,373−11.7% | Reduced |
| Douglas Lane & Associates, LLC | 191,127 | $40.3M | 0.57% | −4,944−2.5% | Reduced |
| Texas Yale Capital Corp. | 190,984 | $40.2M | 1.92% | −2,695−1.4% | Reduced |
| Dorsey & Whitney Trust CO LLC | 190,739 | $40.2M | 2.78% | +15,851+9.1% | Added |
| TBH Global Asset Management, LLC | 189,895 | $40.0M | 8.89% | −31,397−14.2% | Reduced |
| Nilsine Partners, LLC | 189,806 | $40.0M | 5.37% | +3,932+2.1% | Added |
| Apexium Financial, LP | 189,618 | $39.9M | 2.85% | −3,333−1.7% | Reduced |
| Fiduciary Financial Group, LLC | 169,853 | $39.9M | 9.63% | +169,853 | New |
| NBC Securities, Inc. | 189,197 | $39.8M | 3.63% | +1,285+0.7% | Added |
| Avantax Planning Partners, Inc. | 188,837 | $39.8M | 1.28% | −8,634−4.4% | Reduced |
| Nations Financial Group Inc, | 188,836 | $39.8M | 3.25% | +1,850+1.0% | Added |
| Cascade Financial Partners, LLC | 188,784 | $39.8M | 5.23% | −357−0.2% | Reduced |
| Waycross Partners, LLC | 188,246 | $39.6M | 6.08% | +18,460+10.9% | Added |
| One Wealth Advisors, LLC | 183,074 | $39.6M | 8.48% | −36,040−16.4% | Reduced |
| Avitas Wealth Management LLC | 187,918 | $39.6M | 5.80% | −4,765−2.5% | Reduced |
| DRW Securities, LLC | 187,414 | $39.5M | 2.42% | −47,744−20.3% | Reduced |
| Ramsay, Stattman, Vela & Price, Inc. | 187,298 | $39.4M | 7.46% | −452−0.2% | Reduced |
| Washington Trust Bank | 186,659 | $39.3M | 3.89% | −2,366−1.3% | Reduced |
| Trybe Capital Management LP | 186,042 | $39.2M | 12.41% | 00.0% | Unchanged |
| PFG Advisors | 186,008 | $39.2M | 2.65% | +8,088+4.5% | Added |
| Northstar Asset Management LLC | 186,007 | $39.2M | 9.48% | −4,440−2.3% | Reduced |
| DDD Partners, LLC | 185,339 | $39.0M | 4.53% | +461+0.2% | Added |
| Confluence Wealth Services, Inc. | 185,289 | $39.0M | 3.11% | +35,537+23.7% | Added |
| Bowie Capital Management, LLC | 185,119 | $39.0M | 2.55% | +52,795+39.9% | Added |
| Checchi Capital Advisers, LLC | 185,097 | $39.0M | 3.08% | +5,392+3.0% | Added |
| Venturi Wealth Management, LLC | 184,764 | $38.9M | 2.30% | +8,298+4.7% | Added |
| Parcion Private Wealth LLC | 184,423 | $38.8M | 3.55% | +3,628+2.0% | Added |
| Lyell Wealth Management, LP | 184,401 | $38.8M | 3.71% | +6,209+3.5% | Added |
| Kovack Advisors, Inc. | 184,351 | $38.8M | 4.27% | −34,419−15.7% | Reduced |
| Aire Advisors, LLC | 184,081 | $38.8M | 8.84% | −1,356−0.7% | Reduced |
| Seizert Capital Partners, LLC | 183,860 | $38.7M | 1.92% | −14,702−7.4% | Reduced |
| Arete Wealth Advisors, LLC | 189,903 | $38.6M | 3.17% | +189,903 | New |
| Novo Holdings A/S | 182,960 | $38.5M | 2.08% | 00.0% | Unchanged |
| Mark Asset Management LP | 182,682 | $38.5M | 5.09% | +60,477+49.5% | Added |
| Buckingham Capital Management, Inc. | 182,405 | $38.4M | 4.60% | −3,931−2.1% | Reduced |
| Capital Analysts, LLC | 182,365 | $38.4M | 1.70% | +5,646+3.2% | Added |
| J.P. Marvel Investment Advisors, LLC | 182,254 | $38.4M | 6.30% | −650.0% | Reduced |