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 |
|---|---|---|---|---|---|
| 1776 Wealth LLC | 129,813 | $27.3M | 12.30% | +66+0.1% | Added |
| Bensler, LLC | 129,780 | $27.3M | 3.68% | +920+0.7% | Added |
| LGT Fund Management Co Ltd. | 129,684 | $27.3M | 3.40% | +102,581+378.5% | Added |
| Chicago Trust Co NA | 129,549 | $27.3M | 5.53% | +2,510+2.0% | Added |
| LSV Asset Management | 129,400 | $27.3M | 0.06% | −2,100−1.6% | Reduced |
| Tyche Wealth Partners LLC | 129,396 | $27.3M | 6.63% | +69+0.1% | Added |
| Quent Capital, LLC | 129,362 | $27.2M | 3.00% | +454+0.4% | Added |
| Proequities, Inc. | 144,357 | $27.2M | 1.71% | +2,546+1.8% | Added |
| Pettyjohn, Wood & White, Inc | 129,238 | $27.2M | 5.29% | −1,832−1.4% | Reduced |
| Legacy Capital Group California, Inc. | 129,230 | $27.2M | 9.81% | −441−0.3% | Reduced |
| Sanders Morris Harris LLC | 128,990 | $27.2M | 4.46% | +478+0.4% | Added |
| Regatta Capital Group, LLC | 128,596 | $27.1M | 5.83% | +2,754+2.2% | Added |
| Cyndeo Wealth Partners, LLC | 128,437 | $27.1M | 2.12% | +663+0.5% | Added |
| Founders Financial Alliance, LLC | 128,432 | $27.1M | 8.02% | −4,298−3.2% | Reduced |
| Institute for Wealth Management, LLC. | 128,382 | $27.0M | 3.62% | +3,476+2.8% | Added |
| Texas Capital Bank Wealth Management Services Inc | 128,030 | $27.0M | 2.80% | +7,300+6.0% | Added |
| New Hampshire Trust | 128,008 | $27.0M | 6.15% | −600.0% | Reduced |
| Freemont Management S.A. | 128,000 | $27.0M | 15.58% | +21,300+20.0% | Added |
| Atwood & Palmer Inc | 127,844 | $26.9M | 2.04% | −1,072−0.8% | Reduced |
| Icon Wealth Advisors, LLC | 121,154 | $26.9M | 2.39% | +43,051+55.1% | Added |
| Perennial Advisors, LLC | 127,724 | $26.9M | 6.03% | −2,283−1.8% | Reduced |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 127,663 | $26.9M | 0.05% | −2,106−1.6% | Reduced |
| JFS Wealth Advisors, LLC | 127,412 | $26.8M | 2.12% | −2,063−1.6% | Reduced |
| Benin Management CORP | 127,372 | $26.8M | 8.15% | −8,572−6.3% | Reduced |
| Peak Asset Management, LLC | 127,331 | $26.8M | 5.25% | +85+0.1% | Added |
| Cornerstone Advisory, LLC | 126,737 | $26.7M | 3.75% | +1,978+1.6% | Added |
| Tradition Wealth Management, LLC | 126,562 | $26.7M | 2.58% | −174−0.1% | Reduced |
| Strategic Planning Group, LLC | 126,545 | $26.7M | 5.83% | −82,278−39.4% | Reduced |
| Hoertkorn Richard Charles | 126,432 | $26.6M | 11.60% | −8,162−6.1% | Reduced |
| Pioneer Trust Bank N A | 126,380 | $26.6M | 7.18% | −955−0.7% | Reduced |
| Patton Albertson Miller Group, LLC | 126,183 | $26.6M | 3.78% | +3,790+3.1% | Added |
| Sigma Investment Counselors Inc | 126,084 | $26.6M | 1.66% | −2,562−2.0% | Reduced |
| Bogart Wealth, LLC | 125,864 | $26.5M | 1.35% | +5,778+4.8% | Added |
| Activest Wealth Management | 125,813 | $26.5M | 8.72% | +100,533+397.7% | Added |
| Gluskin Sheff & Assoc Inc | 125,792 | $26.5M | 3.02% | −4,229−3.3% | Reduced |
| Anchor Investment Management, LLC | 125,539 | $26.4M | 2.72% | +3,184+2.6% | Added |
| King Wealth | 125,240 | $26.4M | 4.40% | +997+0.8% | Added |
| Maryland Capital Advisors Inc. | 125,100 | $26.3M | 14.19% | +98,800+375.7% | Added |
| Vista Wealth Management Group, LLC | 125,085 | $26.3M | 1.92% | +33,602+36.7% | Added |
| Parthenon LLC | 124,815 | $26.3M | 3.34% | −1,982−1.6% | Reduced |
| Winch Advisory Services, LLC | 124,464 | $26.2M | 7.50% | −2,043−1.6% | Reduced |
| Wallington Asset Management, LLC | 124,462 | $26.2M | 4.01% | −986−0.8% | Reduced |
| Citizens National Bank Trust Department | 123,866 | $26.1M | 5.81% | −509−0.4% | Reduced |
| Gamco Investors, Inc. Et Al | 123,849 | $26.1M | 0.28% | −17,002−12.1% | Reduced |
| Canal Capital Management, LLC | 123,768 | $26.1M | 4.45% | −435−0.4% | Reduced |
| Holderness Investments Co | 123,755 | $26.1M | 6.15% | −362−0.3% | Reduced |
| J. W. Coons Advisors, LLC | 123,687 | $26.1M | 6.30% | +1,660+1.4% | Added |
| Hudson Valley Investment Advisors Inc | 140,249 | $26.0M | 3.38% | +5,100+3.8% | Added |
| Selway Asset Management | 123,322 | $26.0M | 10.61% | −6,127−4.7% | Reduced |
| Plancorp, LLC | 123,225 | $26.0M | 1.12% | −396−0.3% | Reduced |
| Money Concepts Capital Corp | 123,162 | $25.9M | 2.18% | −1,850−1.5% | Reduced |
| Barlow Wealth Partners, Inc. | 118,364 | $25.9M | 3.58% | +2,737+2.4% | Added |
| Trustmark National Bank Trust Department | 122,572 | $25.8M | 2.07% | −2,816−2.2% | Reduced |
| Dundas Partners LLP | 122,222 | $25.7M | 2.00% | −21,242−14.8% | Reduced |
| Quantum Private Wealth, LLC | 122,038 | $25.7M | 9.12% | −690−0.6% | Reduced |
| Concentrum Wealth Management | 121,668 | $25.6M | 10.78% | +5,476+4.7% | Added |
| Chilton Investment Co LLC | 121,637 | $25.6M | 0.72% | +60,364+98.5% | Added |
| Trust Point Inc. | 121,627 | $25.6M | 2.05% | −4,749−3.8% | Reduced |
| American Money Management, LLC | 121,603 | $25.6M | 5.47% | −22,482−15.6% | Reduced |
| Conning Inc. | 121,442 | $25.6M | 0.92% | −2,990−2.4% | Reduced |
| Summit X, LLC | 120,448 | $25.5M | 5.73% | +3,913+3.4% | Added |
| Community Financial Services Group, LLC | 121,182 | $25.5M | 5.50% | +803+0.7% | Added |
| Security National Bank | 120,890 | $25.5M | 3.70% | −1,437−1.2% | Reduced |
| Southland Equity Partners LLC | 120,533 | $25.4M | 7.25% | −10,664−8.1% | Reduced |
| Ronald Blue Trust, Inc. | 148,000 | $25.4M | 0.35% | +19,582+15.2% | Added |
| Broderick Brian C | 120,344 | $25.3M | 5.17% | +470.0% | Added |
| Magnus Financial Group LLC | 120,261 | $25.3M | 2.85% | +2,800+2.4% | Added |
| Valicenti Advisory Services Inc | 120,085 | $25.3M | 6.79% | −3,773−3.0% | Reduced |
| Susquehanna Fundamental Investments, LLC | 120,027 | $25.3M | 0.58% | +120,027 | New |
| RBF Capital, LLC | 120,000 | $25.3M | 1.47% | 00.0% | Unchanged |
| MJP Associates Inc | 119,946 | $25.3M | 5.25% | −629−0.5% | Reduced |
| Cypress Asset Management Inc | 116,986 | $25.3M | 6.50% | −2,621−2.2% | Reduced |
| True North Advisors, LLC | 119,910 | $25.3M | 6.75% | −10,291−7.9% | Reduced |
| Monograph Wealth Advisors, LLC | 119,904 | $25.3M | 3.69% | +786+0.7% | Added |
| Davidson Kempner Capital Management LP | 120,000 | $25.2M | 0.42% | +120,000 | New |
| Angeles Wealth Management, LLC | 119,751 | $25.2M | 2.37% | +12,741+11.9% | Added |
| Broadleaf Partners, LLC | 119,593 | $25.2M | 6.09% | +36,111+43.3% | Added |
| Cardiff Park Advisors, LLC | 119,580 | $25.2M | 2.43% | −689−0.6% | Reduced |
| Sowa Financial Group, Inc. | 119,575 | $25.2M | 19.07% | −9,494−7.4% | Reduced |
| Nicholas Hoffman & Company, LLC. | 119,573 | $25.2M | 1.18% | +5,878+5.2% | Added |
| GenTrust, LLC | 119,280 | $25.1M | 1.37% | +2,013+1.7% | Added |
| Supplemental Annuity Collective Trust of NJ | 119,200 | $25.1M | 7.72% | 00.0% | Unchanged |
| Shepherd Financial Partners LLC | 119,027 | $25.1M | 3.23% | −455−0.4% | Reduced |
| Te Ahumairangi Investment Management Ltd | 119,000 | $25.1M | 4.82% | −31,505−20.9% | Reduced |
| Oxbow Advisors, LLC | 118,929 | $25.0M | 2.94% | +356+0.3% | Added |
| Synergy Financial Management, LLC | 118,904 | $25.0M | 3.92% | +4,365+3.8% | Added |
| Verity & Verity, LLC | 118,760 | $25.0M | 2.73% | +3,914+3.4% | Added |
| Wells Trecaso Financial Group, LLC | 118,729 | $25.0M | 8.65% | −715−0.6% | Reduced |
| China Universal Asset Management Co., Ltd. | 118,602 | $25.0M | 3.52% | +43,123+57.1% | Added |
| Arcadia Investment Management Corp | 118,512 | $25.0M | 4.26% | −1,498−1.2% | Reduced |
| Old Mission Investment Co LLC | 118,368 | $24.9M | 8.06% | +259+0.2% | Added |
| Millennium Capital Advisors, LLC | 118,325 | $24.9M | 16.57% | −183−0.2% | Reduced |
| GeoWealth Management, LLC | 118,200 | $24.9M | 1.08% | +22,095+23.0% | Added |
| Claro Advisors LLC | 118,149 | $24.9M | 3.89% | +3,098+2.7% | Added |
| First Western Trust Bank | 118,068 | $24.9M | 1.18% | +23,971+25.5% | Added |
| Continuum Advisory, LLC | 118,000 | $24.9M | 3.58% | −1,641−1.4% | Reduced |
| Warther Private Wealth, LLC | 117,966 | $24.8M | 9.73% | +14,868+14.4% | Added |
| Creative Financial Designs Inc | 117,801 | $24.8M | 2.21% | +12,435+11.8% | Added |
| Scott & Selber, Inc. | 117,548 | $24.8M | 7.90% | +1,426+1.2% | Added |
| Copeland Capital Management, LLC | 117,344 | $24.7M | 0.46% | +3,233+2.8% | Added |