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 |
|---|---|---|---|---|---|
| Koshinski Asset Management, Inc. | 168,149 | $38.4M | 3.56% | +22,636+15.6% | Added |
| Saybrook Capital | 181,840 | $38.3M | 10.85% | −5,705−3.0% | Reduced |
| Avidian Wealth Solutions, LLC | 181,753 | $38.3M | 1.85% | −6,504−3.5% | Reduced |
| Principal Securities, Inc. | 181,442 | $38.2M | 1.05% | +20,658+12.8% | Added |
| Woodmont Investment Counsel LLC | 180,531 | $38.0M | 3.11% | +710+0.4% | Added |
| TruWealth Advisors, LLC | 180,111 | $37.9M | 2.52% | +2,697+1.5% | Added |
| Woodstock Corp | 179,967 | $37.9M | 3.85% | −843−0.5% | Reduced |
| WP Advisors, LLC | 179,483 | $37.8M | 12.07% | −342−0.2% | Reduced |
| Rothschild Capital Partners, LLC | 179,252 | $37.8M | 10.78% | 00.0% | Unchanged |
| Wedgewood Partners Inc | 173,540 | $37.8M | 7.70% | −4,834−2.7% | Reduced |
| Shared Vision Wealth Group LLC | 179,039 | $37.7M | 21.94% | +6,819+4.0% | Added |
| Qtron Investments LLC | 178,339 | $37.6M | 5.43% | −4,461−2.4% | Reduced |
| ARS Wealth Advisors Group, LLC | 177,842 | $37.5M | 4.86% | −4,911−2.7% | Reduced |
| Novare Capital Management LLC | 177,829 | $37.5M | 3.37% | −2,140−1.2% | Reduced |
| Legacy Private Trust Co. | 177,315 | $37.3M | 2.65% | −1,897−1.1% | Reduced |
| Barr E S & Co | 177,217 | $37.3M | 2.45% | −1,323−0.7% | Reduced |
| Bank of Hawaii | 177,093 | $37.3M | 1.71% | −2,214−1.2% | Reduced |
| River Wealth Advisors LLC | 176,767 | $37.2M | 5.34% | +338+0.2% | Added |
| JLB & Associates Inc | 176,683 | $37.2M | 5.02% | −2,231−1.2% | Reduced |
| Mengis Capital Management, Inc. | 176,608 | $37.2M | 7.54% | −79,107−30.9% | Reduced |
| BKD Wealth Advisors, LLC | 176,564 | $37.2M | 0.93% | −8,494−4.6% | Reduced |
| Sage Capital Advisors,llc | 176,098 | $37.1M | 10.65% | −3,048−1.7% | Reduced |
| Centiva Capital, LP | 175,558 | $37.0M | 1.79% | +166,444+1,826.2% | Added |
| Trajan Wealth LLC | 175,213 | $36.9M | 2.37% | +24,258+16.1% | Added |
| Campbell Capital Management Inc | 175,091 | $36.9M | 15.85% | −779−0.4% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 174,922 | $36.8M | 3.77% | −535−0.3% | Reduced |
| Oak Grove Capital LLC | 174,845 | $36.8M | 9.44% | −33,737−16.2% | Reduced |
| Callahan Advisors, LLC | 174,800 | $36.8M | 3.83% | +9,183+5.5% | Added |
| L.M. Kohn & Company | 174,705 | $36.8M | 9.96% | −12,701−6.8% | Reduced |
| Skylands Capital, LLC | 174,525 | $36.8M | 5.21% | −26,600−13.2% | Reduced |
| Ninety One SA (PTY) Ltd | 172,265 | $36.8M | 5.70% | +107,014+164.0% | Added |
| Westchester Capital Management, Inc. | 174,287 | $36.7M | 9.27% | −1,639−0.9% | Reduced |
| SageView Advisory Group, LLC | 174,161 | $36.7M | 1.70% | +7,968+4.8% | Added |
| FourThought Financial Partners, LLC | 174,096 | $36.7M | 4.72% | −3,808−2.1% | Reduced |
| Good Life Advisors, LLC | 174,062 | $36.7M | 3.02% | +3,810+2.2% | Added |
| SignalPoint Asset Management, LLC | 173,777 | $36.6M | 9.77% | −9,420−5.1% | Reduced |
| GHP Investment Advisors, Inc. | 173,479 | $36.5M | 1.83% | −5,580−3.1% | Reduced |
| Cozad Asset Management Inc | 173,409 | $36.5M | 3.64% | +5,328+3.2% | Added |
| Draper Asset Management, LLC | 173,098 | $36.5M | 27.66% | +8,532+5.2% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 173,066 | $36.4M | 1.57% | −34,722−16.7% | Reduced |
| Geneos Wealth Management Inc. | 172,638 | $36.4M | 1.61% | −832−0.5% | Reduced |
| Miller Wealth Advisors, LLC | 172,182 | $36.3M | 19.62% | −1,486−0.9% | Reduced |
| German American Bancorp, Inc. | 172,046 | $36.2M | 4.16% | +4,815+2.9% | Added |
| Itau Unibanco Holding S.A. | 171,963 | $36.2M | 1.49% | +171,963 | New |
| Mill Creek Capital Advisors, LLC | 171,933 | $36.2M | 0.92% | +8,372+5.1% | Added |
| MayTech Global Investments, LLC | 171,848 | $36.2M | 5.42% | −10,267−5.6% | Reduced |
| AIA Group Ltd | 171,495 | $36.1M | 1.06% | +49,922+41.1% | Added |
| Zullo Investment Group, Inc. | 171,347 | $36.1M | 15.85% | −500−0.3% | Reduced |
| Americana Partners, LLC | 170,983 | $36.0M | 2.83% | −7,079−4.0% | Reduced |
| Pennsylvania Capital Management Inc | 170,800 | $36.0M | 13.84% | −1,103−0.6% | Reduced |
| Pure Financial Advisors, Inc. | 170,273 | $35.9M | 0.99% | −5,475−3.1% | Reduced |
| Wealth Architects, LLC | 170,151 | $35.8M | 4.38% | +45,017+36.0% | Added |
| RFG Advisory, LLC | 170,149 | $35.8M | 1.17% | +539+0.3% | Added |
| Ardmore Road Asset Management LP | 170,000 | $35.8M | 5.52% | +170,000 | New |
| Pitcairn Co | 169,908 | $35.8M | 2.19% | +7,986+4.9% | Added |
| David Loasby | 153,568 | $35.8M | 3.43% | +3,478+2.3% | Added |
| Sittner & Nelson, LLC | 169,818 | $35.8M | 17.61% | −266−0.2% | Reduced |
| Trust Asset Management LLC | 169,512 | $35.7M | 3.01% | 00.0% | Unchanged |
| Allen Mooney & Barnes Investment Advisors LLC | 169,460 | $35.7M | 6.38% | +41,473+32.4% | Added |
| Westmount Partners, LLC | 164,575 | $35.7M | 11.77% | −2,787−1.7% | Reduced |
| Perennial Investment Advisors, LLC | 168,958 | $35.6M | 5.10% | +728+0.4% | Added |
| Buckley Wealth Management, LLC | 168,849 | $35.6M | 11.27% | +1,071+0.6% | Added |
| Azzad Asset Management Inc | 168,751 | $35.5M | 4.19% | −5,301−3.0% | Reduced |
| Trust Co of Virginia | 168,728 | $35.5M | 3.39% | +125+0.1% | Added |
| Parkside Financial Bank & Trust | 168,712 | $35.5M | 5.57% | −362−0.2% | Reduced |
| Bordeaux Wealth Advisors LLC | 168,676 | $35.5M | 6.80% | +13,807+8.9% | Added |
| Bedell Frazier Investment Counseling, LLC | 168,088 | $35.4M | 8.54% | −2,281−1.3% | Reduced |
| M&R Capital Management Inc | 167,951 | $35.4M | 8.44% | −1,926−1.1% | Reduced |
| Rehmann Capital Advisory Group | 167,931 | $35.4M | 2.53% | +15,254+10.0% | Added |
| Aquatic Capital Management LLC | 167,800 | $35.3M | 1.30% | +167,800 | New |
| Fiduciary Alliance LLC | 160,336 | $35.3M | 5.73% | +12,086+8.2% | Added |
| Knuff & Co LLC | 167,660 | $35.3M | 11.46% | +6,010+3.7% | Added |
| Berger Financial Group, Inc | 167,455 | $35.3M | 2.81% | −3,200−1.9% | Reduced |
| Anderson Hoagland & Co | 154,196 | $35.3M | 3.70% | −500.0% | Reduced |
| 1st Source Bank | 166,689 | $35.1M | 2.05% | −1,558−0.9% | Reduced |
| United Bank | 166,380 | $35.0M | 4.35% | −20,121−10.8% | Reduced |
| Waters Parkerson & Co., LLC | 166,344 | $35.0M | 1.86% | −726−0.4% | Reduced |
| Hunter Associates Investment Management LLC | 166,007 | $35.0M | 5.88% | −111−0.1% | Reduced |
| Capital Asset Advisory Services LLC | 152,743 | $34.9M | 1.89% | +709+0.5% | Added |
| Schnieders Capital Management LLC | 165,745 | $34.9M | 7.05% | −6,599−3.8% | Reduced |
| Greenwoods Asset Management Hong Kong Ltd.SuperinvestorGreenwoods Asset Management | 165,600 | $34.9M | 0.92% | +165,600 | New |
| Penn Davis McFarland Inc | 165,320 | $34.8M | 5.38% | −3,149−1.9% | Reduced |
| Smith, Moore & Co. | 164,998 | $34.8M | 3.58% | −1,415−0.9% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 160,010 | $34.7M | 3.97% | −3,022−1.9% | Reduced |
| Journey Advisory Group, LLC | 164,252 | $34.6M | 4.13% | −6,201−3.6% | Reduced |
| Nadler Financial Group, Inc. | 164,173 | $34.6M | 4.06% | −307−0.2% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 163,921 | $34.5M | 1.69% | +31,029+23.3% | Added |
| CX Institutional | 163,820 | $34.5M | 1.62% | +15,270+10.3% | Added |
| Kelly Lawrence W & Associates Inc | 163,814 | $34.5M | 7.87% | −645−0.4% | Reduced |
| Concentric Capital Strategies, LP | 163,598 | $34.5M | 2.15% | +163,598 | New |
| Mitchell Capital Management Co | 163,432 | $34.4M | 6.06% | +527+0.3% | Added |
| Affinity Capital Advisors, LLC | 163,060 | $34.3M | 7.21% | −35,657−17.9% | Reduced |
| Grove Bank & Trust | 163,043 | $34.3M | 5.51% | −471−0.3% | Reduced |
| Progressive Investment Management Corp | 162,759 | $34.3M | 9.08% | −2,587−1.6% | Reduced |
| Staley Capital Advisers Inc | 162,655 | $34.3M | 1.58% | −144−0.1% | Reduced |
| GAM Holding AG | 162,234 | $34.2M | 2.62% | +75,378+86.8% | Added |
| Capital International Ltd | 162,068 | $34.1M | 1.57% | +53,357+49.1% | Added |
| Linscomb & Williams, Inc. | 161,832 | $34.1M | 1.76% | −255−0.2% | Reduced |
| Cabot Wealth Management Inc | 161,715 | $34.1M | 4.46% | −1,098−0.7% | Reduced |
| Peachtree Investment Partners, LLC | 161,630 | $34.0M | 13.35% | −3,239−2.0% | Reduced |