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 |
|---|---|---|---|---|---|
| West Coast Financial LLC | 161,298 | $34.0M | 4.03% | −170.0% | Reduced |
| Point72 (DIFC) Ltd | 160,948 | $33.9M | 3.01% | +160,948 | New |
| United Asset Strategies, Inc. | 160,642 | $33.8M | 3.34% | +9,272+6.1% | Added |
| Schmidt P J Investment Management Inc | 160,565 | $33.8M | 6.18% | +1,394+0.9% | Added |
| Sandbox Financial Partners, LLC | 160,267 | $33.8M | 12.94% | −25,363−13.7% | Reduced |
| Capstone Financial Advisors, Inc. | 160,247 | $33.8M | 2.23% | −5,107−3.1% | Reduced |
| Kavar Capital Partners Group, LLC | 160,243 | $33.8M | 6.08% | −861−0.5% | Reduced |
| Private Ocean, LLC | 160,112 | $33.7M | 2.97% | +136,260+571.3% | Added |
| Kiley Juergens Wealth Management, LLC | 159,859 | $33.7M | 9.35% | +767+0.5% | Added |
| Northstar Group, Inc. | 159,732 | $33.6M | 6.36% | −2,153−1.3% | Reduced |
| Conway Capital Management, Inc. | 158,800 | $33.4M | 16.81% | −2,372−1.5% | Reduced |
| Wittenberg Investment Management, Inc. | 158,295 | $33.3M | 11.36% | −1,290−0.8% | Reduced |
| Yong Rong (HK) Asset Management Ltd | 157,300 | $33.1M | 11.45% | +157,300 | New |
| Norman Fields, Gottscho Capital Management, LLC | 142,073 | $33.1M | 11.58% | −7,454−5.0% | Reduced |
| Guinness Asset Management LTD | 156,985 | $33.1M | 0.68% | +5,759+3.8% | Added |
| Sargent Investment Group, LLC | 156,562 | $33.0M | 6.73% | +3,938+2.6% | Added |
| Goelzer Investment Management, Inc. | 156,562 | $33.0M | 1.84% | −2,137−1.3% | Reduced |
| Sabal Trust CO | 156,503 | $33.0M | 1.96% | +70,283+81.5% | Added |
| FengHe Fund Management Pte. Ltd. | 156,500 | $33.0M | 4.60% | +156,500 | New |
| Condor Capital Management | 156,478 | $33.0M | 3.15% | −5,403−3.3% | Reduced |
| Clarkston Capital Partners, LLC | 156,400 | $32.9M | 0.63% | −1,394−0.9% | Reduced |
| Strategic Blueprint, LLC | 156,350 | $32.9M | 2.24% | +2,422+1.6% | Added |
| Schwerin Boyle Capital Management Inc | 156,315 | $32.9M | 3.45% | −15,800−9.2% | Reduced |
| TrinityPoint Wealth, LLC | 155,991 | $32.9M | 5.14% | −480.0% | Reduced |
| LMR Partners LLP | 155,934 | $32.8M | 0.70% | +155,934 | New |
| McKinley Capital Management LLC /Delaware | 155,737 | $32.8M | 5.74% | −23,478−13.1% | Reduced |
| HughesLittle Investment Management Ltd. | 155,736 | $32.8M | 7.20% | −8,270−5.0% | Reduced |
| Cape Cod Five Cents Savings Bank | 155,544 | $32.8M | 3.17% | −4,720−2.9% | Reduced |
| Oak Asset Management, LLC | 155,313 | $32.7M | 11.98% | −330−0.2% | Reduced |
| Kennedy Capital Management, Inc. | 155,292 | $32.7M | 0.70% | −13,829−8.2% | Reduced |
| Kensico Capital Management Corp | 155,000 | $32.6M | 1.02% | +155,000 | New |
| Solidarilty Wealth, LLC | 154,945 | $32.6M | 9.90% | −15,795−9.3% | Reduced |
| Capital Investment Advisory Services, LLC | 154,462 | $32.5M | 3.36% | −2,679−1.7% | Reduced |
| SNS Financial Group, LLC | 153,925 | $32.4M | 3.48% | +4,027+2.7% | Added |
| Winthrop Advisory Group LLC | 153,870 | $32.4M | 4.41% | −2,309−1.5% | Reduced |
| Cumberland Partners Ltd | 153,218 | $32.3M | 2.35% | −14,345−8.6% | Reduced |
| First National Advisers, LLC | 152,926 | $32.2M | 5.89% | +17,022+12.5% | Added |
| Quadrant Private Wealth Management, LLC | 152,520 | $32.1M | 7.37% | +1,158+0.8% | Added |
| Sompo Asset Management Co., Ltd. | 152,342 | $32.1M | 5.42% | −6,322−4.0% | Reduced |
| GLOBALT Investments LLC | 152,337 | $32.1M | 1.28% | −2,235−1.4% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 152,227 | $32.1M | 8.86% | −2,296−1.5% | Reduced |
| West Branch Capital LLC | 152,144 | $32.0M | 11.90% | −1,940−1.3% | Reduced |
| Cigna Investments Inc | 152,126 | $32.0M | 5.98% | −2,506−1.6% | Reduced |
| Howe & Rusling Inc | 152,095 | $32.0M | 2.92% | +4,556+3.1% | Added |
| Terril Brothers, Inc. | 152,011 | $32.0M | 11.49% | +10.0% | Added |
| Larson Financial Group LLC | 151,991 | $32.0M | 2.18% | +58,153+62.0% | Added |
| Private Trust Co NA | 151,970 | $32.0M | 3.45% | −7,629−4.8% | Reduced |
| Hutchinson Capital Management | 151,834 | $32.0M | 6.54% | −2,751−1.8% | Reduced |
| Hilton Capital Management, LLC | 151,770 | $32.0M | 2.70% | +7,930+5.5% | Added |
| Gryphon Financial Partners LLC | 151,754 | $32.0M | 4.79% | +5,782+4.0% | Added |
| Marietta Investment Partners LLC | 151,711 | $32.0M | 7.02% | −3,022−2.0% | Reduced |
| Hilltop Holdings Inc. | 151,198 | $31.8M | 3.71% | +3,654+2.5% | Added |
| Godsey & Gibb Associates | 151,079 | $31.8M | 3.29% | −15,132−9.1% | Reduced |
| South Street Advisors LLC | 150,833 | $31.8M | 4.82% | −6,384−4.1% | Reduced |
| Lazari Capital Management, Inc. | 150,459 | $31.7M | 14.29% | +1,695+1.1% | Added |
| Greenwood Capital Associates LLC | 150,362 | $31.7M | 4.16% | −927−0.6% | Reduced |
| Bennett Selby Investments LP | 150,268 | $31.6M | 14.21% | +755+0.5% | Added |
| First National Bank & Trust Co of Newtown | 150,228 | $31.6M | 6.43% | −7,035−4.5% | Reduced |
| JB Capital LLC | 150,216 | $31.6M | 1.98% | +18,429+14.0% | Added |
| Alight Capital Management LP | 150,143 | $31.6M | 7.82% | +120,143+400.5% | Added |
| L & S Advisors Inc | 150,039 | $31.6M | 3.60% | +15,359+11.4% | Added |
| Arvest Trust Co N A | 150,004 | $31.6M | 1.88% | −8,218−5.2% | Reduced |
| Knollwood Investment Advisory, LLC | 149,835 | $31.6M | 3.51% | +880+0.6% | Added |
| Ceredex Value Advisors LLC | 149,687 | $31.5M | 0.60% | +149,687 | New |
| Sander Capital Advisors Inc | 149,623 | $31.5M | 14.40% | −420−0.3% | Reduced |
| Hamilton Capital Partners Inc. | 149,586 | $31.5M | 3.37% | +13,475+9.9% | Added |
| Hemington Wealth Management | 149,504 | $31.5M | 10.61% | −370−0.2% | Reduced |
| Moody National Bank Trust Division | 149,440 | $31.5M | 2.45% | −802−0.5% | Reduced |
| Chemistry Wealth Management LLC | 149,439 | $31.5M | 8.13% | −1,744−1.2% | Reduced |
| Diamant Asset Management, Inc. | 149,426 | $31.5M | 21.06% | −98−0.1% | Reduced |
| TRUE Private Wealth Advisors | 149,373 | $31.5M | 3.56% | −4,804−3.1% | Reduced |
| Clearline Capital LP | 149,345 | $31.5M | 2.75% | +131,279+726.7% | Added |
| Coastal Investment Advisors, Inc. | 149,128 | $31.4M | 6.15% | −686−0.5% | Reduced |
| Segment Wealth Management, LLC | 149,094 | $31.4M | 2.32% | −3,294−2.2% | Reduced |
| Bridgeway Capital Management, LLC | 148,864 | $31.4M | 0.73% | −48,714−24.7% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 148,820 | $31.3M | 7.15% | +2,380+1.6% | Added |
| Missouri Trust & Investment Co | 148,739 | $31.3M | 11.81% | −4,085−2.7% | Reduced |
| Ostrum Asset Management | 148,427 | $31.3M | 2.73% | −2,472−1.6% | Reduced |
| Harbor Advisors LLC | 148,400 | $31.3M | 5.73% | 00.0% | Unchanged |
| GAMMA Investing LLC | 148,372 | $31.3M | 4.26% | +63,454+74.7% | Added |
| Cypress Funds LLC | 148,297 | $31.2M | 4.19% | −48,035−24.5% | Reduced |
| Country Club Bank | 145,646 | $31.2M | 2.17% | −4,266−2.8% | Reduced |
| Signet Financial Management, LLC | 147,769 | $31.1M | 4.20% | −2,596−1.7% | Reduced |
| Greatmark Investment Partners, Inc. | 147,361 | $31.0M | 4.53% | −362−0.2% | Reduced |
| IFG Advisory, LLC | 147,266 | $31.0M | 1.99% | +2,235+1.5% | Added |
| Foster Group, Inc. | 147,028 | $31.0M | 1.22% | +2,472+1.7% | Added |
| Zevin Asset Management LLC | 146,868 | $30.9M | 5.01% | −600−0.4% | Reduced |
| Legacy Advisors, LLC | 146,660 | $30.9M | 3.76% | +18,808+14.7% | Added |
| BetterWealth, LLC | 146,498 | $30.9M | 9.83% | −3,890−2.6% | Reduced |
| Mechanics Bank Trust Department | 146,321 | $30.8M | 4.41% | −3,924−2.6% | Reduced |
| Morningstar Investment Management LLC | 146,315 | $30.8M | 3.22% | +30,228+26.0% | Added |
| Rockline Wealth Management, LLC | 146,132 | $30.8M | 9.51% | +19,601+15.5% | Added |
| Sand Hill Global Advisors, LLC | 146,090 | $30.8M | 1.40% | +1,518+1.0% | Added |
| Ardent Capital Management, Inc. | 145,773 | $30.7M | 15.05% | −91−0.1% | Reduced |
| Core Alternative Capital | 145,652 | $30.7M | 6.13% | −12,272−7.8% | Reduced |
| McKinley Carter Wealth Services, Inc. | 145,302 | $30.6M | 1.95% | −330−0.2% | Reduced |
| Front Row Advisors LLC | 145,035 | $30.5M | 10.62% | +1,797+1.3% | Added |
| Somerville Kurt F | 144,996 | $30.5M | 5.15% | −967−0.7% | Reduced |
| Clarius Group, LLC | 144,944 | $30.5M | 2.16% | +30.0% | Added |
| First Financial Bank - Trust Division | 144,903 | $30.5M | 3.01% | −7,552−5.0% | Reduced |