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 |
|---|---|---|---|---|---|
| Coppell Advisory Solutions LLC | 144,725 | $30.5M | 5.03% | +144,725 | New |
| OMC Financial Services LTD | 144,315 | $30.4M | 14.32% | −5,863−3.9% | Reduced |
| Cooper Financial Group | 144,278 | $30.4M | 4.47% | +3,286+2.3% | Added |
| Ascent Wealth Partners, LLC | 144,141 | $30.4M | 4.45% | −731−0.5% | Reduced |
| Callan Capital, LLC | 143,851 | $30.3M | 2.49% | +4,544+3.3% | Added |
| Valley National Advisers Inc | 143,807 | $30.3M | 4.50% | −4,811−3.2% | Reduced |
| Addenda Capital Inc. | 143,716 | $30.3M | 1.19% | +12,848+9.8% | Added |
| Leo Wealth, LLC | 141,627 | $30.3M | 3.09% | −10,935−7.2% | Reduced |
| Lodestar Private Asset Management LLC | 143,046 | $30.1M | 4.15% | +4,623+3.3% | Added |
| Syon Capital LLC | 142,947 | $30.1M | 2.77% | +3,612+2.6% | Added |
| Regal Investment Advisors LLC | 142,682 | $30.1M | 1.99% | +2,049+1.5% | Added |
| Hayek Kallen Investment Management | 142,516 | $30.0M | 11.19% | −822−0.6% | Reduced |
| SevenBridge Financial Group, LLC | 144,678 | $30.0M | 6.63% | +259+0.2% | Added |
| Auxano Advisors, LLC | 142,290 | $30.0M | 8.29% | +25,949+22.3% | Added |
| Occidental Asset Management, LLC | 141,941 | $29.9M | 5.25% | +5,040+3.7% | Added |
| Dumont & Blake Investment Advisors LLC | 141,939 | $29.9M | 4.23% | +70,317+98.2% | Added |
| Galvin, Gaustad & Stein, LLC | 141,853 | $29.9M | 2.78% | +2,728+2.0% | Added |
| Segall Bryant & Hamill, LLC | 141,536 | $29.8M | 0.53% | +2,671+1.9% | Added |
| Summit Rock Advisors, LP | 141,437 | $29.8M | 9.21% | −188,237−57.1% | Reduced |
| Oak Harvest Investment Services | 141,383 | $29.8M | 4.70% | +12,227+9.5% | Added |
| Monetary Management Group Inc | 141,353 | $29.8M | 7.87% | +3,455+2.5% | Added |
| Clarity Financial LLC | 141,249 | $29.7M | 4.48% | +2,549+1.8% | Added |
| Fortitude Family Office, LLC | 141,234 | $29.7M | 16.87% | +1,270+0.9% | Added |
| Kidder Stephen W | 141,097 | $29.7M | 9.29% | +135+0.1% | Added |
| Financial Advisory Service, Inc. | 140,933 | $29.7M | 2.57% | +7,223+5.4% | Added |
| Arjuna Capital | 140,783 | $29.7M | 7.98% | +3,390+2.5% | Added |
| TCI Wealth Advisors, Inc. | 140,730 | $29.6M | 2.80% | +11,374+8.8% | Added |
| James Investment Research Inc | 140,633 | $29.6M | 3.53% | −2,924−2.0% | Reduced |
| Whalerock Point Partners, LLC | 140,426 | $29.6M | 7.92% | +100+0.1% | Added |
| Smithbridge Asset Management Inc | 140,287 | $29.5M | 6.14% | −10,333−6.9% | Reduced |
| Martin Capital Advisors, LLP | 140,222 | $29.5M | 22.15% | −2,280−1.6% | Reduced |
| Fairview Capital Investment Management, LLC | 140,148 | $29.5M | 1.66% | +1,248+0.9% | Added |
| MidWestOne Financial Group, Inc. | 140,141 | $29.5M | 5.32% | −1,771−1.2% | Reduced |
| Lakeview Capital Partners, LLC | 171,863 | $29.5M | 4.80% | 00.0% | Unchanged |
| NTV Asset Management LLC | 139,877 | $29.5M | 4.22% | +1,965+1.4% | Added |
| Premier Path Wealth Partners, LLC | 139,695 | $29.4M | 5.01% | +6,215+4.7% | Added |
| Searle & Co. | 139,567 | $29.4M | 6.89% | +17,268+14.1% | Added |
| Litman Gregory Asset Management LLC | 139,290 | $29.3M | 2.60% | −8,908−6.0% | Reduced |
| Rowland & Co Investment Counsel | 139,283 | $29.3M | 6.40% | −6,834−4.7% | Reduced |
| Wellington Shields Capital Management, LLC | 139,259 | $29.3M | 5.34% | −334−0.2% | Reduced |
| Change Path, LLC | 139,150 | $29.3M | 1.48% | −15,284−9.9% | Reduced |
| Sterling Investment Advisors, Ltd. | 138,801 | $29.2M | 7.90% | −4,488−3.1% | Reduced |
| Matrix Asset Advisors Inc | 138,429 | $29.2M | 3.48% | −863−0.6% | Reduced |
| Princeton Capital Management LLC | 138,317 | $29.1M | 9.50% | +283+0.2% | Added |
| StoneX Group Inc. | 138,071 | $29.1M | 2.32% | +13,039+10.4% | Added |
| Inscription Capital, LLC | 137,720 | $29.0M | 4.67% | −3,230−2.3% | Reduced |
| Laurel Wealth Advisors LLC | 137,346 | $28.9M | 5.06% | −2,630−1.9% | Reduced |
| Spirepoint Private Client, LLC | 137,171 | $28.9M | 4.10% | +6,721+5.2% | Added |
| IPG Investment Advisors LLC | 137,119 | $28.9M | 6.31% | +5,223+4.0% | Added |
| Resolute Wealth Strategies, LLC | 136,665 | $28.8M | 16.59% | −2,414−1.7% | Reduced |
| Semus Wealth Partners LLC | 136,338 | $28.7M | 22.17% | +974+0.7% | Added |
| Hills Bank & Trust Co | 136,164 | $28.7M | 2.32% | −5,218−3.7% | Reduced |
| NWF Advisory Services Inc. | 136,131 | $28.7M | 4.56% | +681+0.5% | Added |
| CIC Wealth, LLC | 136,034 | $28.7M | 7.89% | +159+0.1% | Added |
| Bourne Lent Asset Management Inc | 136,014 | $28.6M | 10.98% | −530.0% | Reduced |
| BCJ Capital Management, LLC | 135,812 | $28.6M | 2.27% | +45,920+51.1% | Added |
| Covington Investment Advisors Inc. | 135,751 | $28.6M | 4.59% | −7,695−5.4% | Reduced |
| Advisor OS, LLC | 135,742 | $28.6M | 3.13% | −1,922−1.4% | Reduced |
| Embree Financial Group | 135,571 | $28.6M | 5.49% | −3,654−2.6% | Reduced |
| Augustine Asset Management Inc | 135,527 | $28.5M | 11.02% | +398+0.3% | Added |
| Canandaigua National Bank & Trust Co | 135,374 | $28.5M | 3.09% | −2,891−2.1% | Reduced |
| San Luis Wealth Advisors LLC | 135,319 | $28.5M | 6.85% | +135,319 | New |
| Hamilton Wealth, LLC | 135,179 | $28.5M | 7.65% | +8,013+6.3% | Added |
| Ironwood Investment Counsel, LLC | 135,048 | $28.4M | 5.08% | −473−0.3% | Reduced |
| Polymer Capital Management (HK) LTD | 135,028 | $28.4M | 5.77% | +133,128+7,006.7% | Added |
| GPS Wealth Strategies Group, LLC | 134,734 | $28.4M | 4.26% | −2,739−2.0% | Reduced |
| Hardy Reed LLC | 134,581 | $28.3M | 2.85% | +51,152+61.3% | Added |
| First Hawaiian Bank | 134,196 | $28.3M | 0.95% | +10,547+8.5% | Added |
| Howard Financial Services, Ltd. | 134,054 | $28.2M | 4.63% | −7,664−5.4% | Reduced |
| Oxford Financial Group Ltd | 134,035 | $28.2M | 1.86% | −368−0.3% | Reduced |
| RNC Capital Management LLC | 133,906 | $28.2M | 1.56% | +17,093+14.6% | Added |
| Centre Asset Management, LLC | 133,565 | $28.1M | 6.46% | +448+0.3% | Added |
| RPG Investment Advisory, LLC | 133,173 | $28.0M | 4.14% | +15,290+13.0% | Added |
| Steele Capital Management, Inc. | 133,117 | $28.0M | 1.56% | −1,009−0.8% | Reduced |
| Alley Investment Management Company, LLC | 133,082 | $28.0M | 3.83% | +370+0.3% | Added |
| Intrust Bank NA | 133,054 | $28.0M | 2.98% | −6,676−4.8% | Reduced |
| Nikko Asset Management Americas, Inc. | 133,162 | $28.0M | 0.32% | +34,737+35.3% | Added |
| Main Street Financial Solutions, LLC | 132,765 | $28.0M | 2.64% | +6,761+5.4% | Added |
| Cypress Wealth Services, LLC | 132,701 | $27.9M | 6.22% | +725+0.5% | Added |
| Manchester Global Management (UK) Ltd | 132,500 | $27.9M | 4.91% | +132,500 | New |
| Westwood Wealth Management | 132,226 | $27.8M | 11.00% | −30,522−18.8% | Reduced |
| LVW Advisors, LLC | 132,102 | $27.8M | 4.10% | +1,632+1.3% | Added |
| Colonial Trust Co | 131,992 | $27.8M | 4.90% | +962+0.7% | Added |
| CBOE Vest Financial, LLC | 131,945 | $27.8M | 0.67% | +3,670+2.9% | Added |
| Global X Japan Co., Ltd. | 131,821 | $27.8M | 3.93% | +48,099+57.5% | Added |
| CFO4Life Group, LLC | 131,708 | $27.7M | 5.22% | +72+0.1% | Added |
| Horiko Capital Management LLC | 130,975 | $27.7M | 7.87% | +1,656+1.3% | Added |
| Northern Oak Wealth Management Inc | 131,410 | $27.7M | 3.33% | −2,437−1.8% | Reduced |
| Platform Technology Partners | 131,357 | $27.7M | 9.52% | +131,357 | New |
| Clarity Wealth Advisors, LLC | 131,308 | $27.7M | 8.94% | +5,014+4.0% | Added |
| XML Financial, LLC | 131,116 | $27.6M | 2.78% | −3,376−2.5% | Reduced |
| City Holding Co | 131,099 | $27.6M | 4.08% | −2,460−1.8% | Reduced |
| Chickasaw Capital Management LLC | 130,917 | $27.6M | 1.22% | −2,005−1.5% | Reduced |
| Gilliland Jeter Wealth Management LLC | 130,844 | $27.6M | 9.28% | −6,690−4.9% | Reduced |
| Edgestream Partners, L.P. | 130,751 | $27.5M | 1.33% | +66,928+104.9% | Added |
| CCM Investment Advisers LLC | 130,610 | $27.5M | 3.23% | +816+0.6% | Added |
| Simmons Bank | 130,555 | $27.5M | 2.08% | +2,231+1.7% | Added |
| Facet Wealth, Inc. | 125,661 | $27.5M | 0.84% | +5,894+4.9% | Added |
| Farmers & Merchants Trust Co of Long Beach | 130,454 | $27.5M | 7.13% | −14,585−10.1% | Reduced |
| Cooper Creek Partners Management LLC | 129,876 | $27.4M | 1.00% | +129,876 | New |