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 |
|---|---|---|---|---|---|
| Financial Partners Group, Inc | 105,936 | $22.3M | 3.52% | +498+0.5% | Added |
| GSG Advisors LLC | 102,800 | $22.3M | 7.87% | −1,919−1.8% | Reduced |
| Tufton Capital Management | 105,761 | $22.3M | 4.33% | +210.0% | Added |
| D L Carlson Investment Group Inc | 105,643 | $22.3M | 4.29% | −2,494−2.3% | Reduced |
| Cyrus J. Lawrence, LLC | 105,392 | $22.2M | 4.60% | −106−0.1% | Reduced |
| Martin Investment Management, LLC | 105,206 | $22.2M | 5.69% | −3,211−3.0% | Reduced |
| Mirador Capital Partners LP | 104,929 | $22.1M | 4.16% | +6,655+6.8% | Added |
| Central Pacific Bank - Trust Division | 104,747 | $22.1M | 2.63% | +10,267+10.9% | Added |
| Ridgecrest Wealth Partners, LLC | 104,573 | $22.0M | 13.26% | +706+0.7% | Added |
| Harrell Investment Partners, LLC | 104,540 | $22.0M | 6.40% | +368+0.4% | Added |
| PFC Capital Group, Inc. | 104,473 | $22.0M | 11.01% | −230.0% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 104,448 | $22.0M | 1.21% | +83,791+405.6% | Added |
| Financial Insights, Inc. | 104,335 | $22.0M | 6.11% | −1,438−1.4% | Reduced |
| Redwood Investment Management, LLC | 104,364 | $22.0M | 1.90% | −547−0.5% | Reduced |
| Benedict Financial Advisors Inc | 104,214 | $21.9M | 5.57% | −2,531−2.4% | Reduced |
| Marks Group Wealth Management, Inc | 104,169 | $21.9M | 2.31% | +290.0% | Added |
| Naviter Wealth, LLC | 104,043 | $21.9M | 3.27% | +12,955+14.2% | Added |
| Fundamentun, LLC | 103,866 | $21.9M | 1.81% | −10,001−8.8% | Reduced |
| Symmetry Partners, LLC | 103,711 | $21.8M | 1.12% | −12,702−10.9% | Reduced |
| Abner Herrman & Brock LLC | 103,381 | $21.8M | 2.76% | −29,042−21.9% | Reduced |
| Sentinel Trust Co Lba | 102,941 | $21.7M | 2.67% | −13,837−11.8% | Reduced |
| Covenant Asset Management, LLC | 102,797 | $21.7M | 4.87% | +4,387+4.5% | Added |
| Zions Bancorporation, N.A. | 102,706 | $21.6M | 1.73% | +6,689+7.0% | Added |
| Accent Capital Management, LLC | 102,705 | $21.6M | 13.28% | −140−0.1% | Reduced |
| Montis Financial, LLC | 102,432 | $21.6M | 9.89% | −21,809−17.6% | Reduced |
| Osher Van de Voorde Investment Management | 102,390 | $21.6M | 4.97% | +835+0.8% | Added |
| Tamar Securities, LLC | 102,299 | $21.5M | 3.49% | −11,576−10.2% | Reduced |
| Modern Wealth Management, LLC | 102,259 | $21.5M | 1.59% | +18,215+21.7% | Added |
| Retirement Planning Group | 102,149 | $21.5M | 1.37% | +10,874+11.9% | Added |
| SOL Capital Management CO | 102,096 | $21.5M | 2.58% | +2,078+2.1% | Added |
| Northstar Asset Management Inc | 102,089 | $21.5M | 5.49% | +659+0.6% | Added |
| Levin Capital Strategies, L.P. | 101,636 | $21.4M | 2.26% | −299−0.3% | Reduced |
| Riverview Capital Advisers, LLC | 101,633 | $21.4M | 7.21% | +20.0% | Added |
| Jessup Wealth Management, Inc | 101,433 | $21.4M | 9.11% | −3,531−3.4% | Reduced |
| Green Harvest Asset Management LLC | 101,407 | $21.4M | 0.48% | +3,983+4.1% | Added |
| Acorn Financial Advisory Services Inc | 101,150 | $21.3M | 3.98% | −1,495−1.5% | Reduced |
| Stockman Wealth Management, Inc. | 101,109 | $21.3M | 3.73% | +1,858+1.9% | Added |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 101,055 | $21.3M | 0.48% | +101,055 | New |
| Advisory Alpha, LLC | 100,976 | $21.3M | 0.84% | +11,947+13.4% | Added |
| Chelsea Counsel Co | 100,924 | $21.3M | 10.61% | +256+0.3% | Added |
| Brandywine Oak Private Wealth LLC | 100,738 | $21.2M | 2.18% | −334−0.3% | Reduced |
| Symmetry Investments LP | 100,695 | $21.2M | 2.66% | +76,945+324.0% | Added |
| BSW Wealth Partners | 100,664 | $21.2M | 3.48% | −1,883−1.8% | Reduced |
| Chapin Davis, Inc. | 100,625 | $21.2M | 7.24% | −714−0.7% | Reduced |
| MBL Wealth, LLC | 100,618 | $21.2M | 2.37% | −375−0.4% | Reduced |
| Moloney Securities Asset Management, LLC | 100,616 | $21.2M | 3.06% | −371−0.4% | Reduced |
| Mirae Asset Securities (USA) Inc. | 100,419 | $21.2M | 1.36% | +100,419 | New |
| Jeppson Wealth Management, LLC | 100,285 | $21.1M | 8.06% | −316−0.3% | Reduced |
| TD Private Client Wealth LLC | 100,346 | $21.1M | 0.67% | −6,691−6.3% | Reduced |
| Asset Management Group, Inc. | 100,234 | $21.1M | 3.93% | +290.0% | Added |
| Roberts Wealth Advisors, LLC | 92,241 | $21.1M | 7.20% | +26,527+40.4% | Added |
| Rappaport Reiches Capital Management, LLC | 100,117 | $21.1M | 6.22% | −5,606−5.3% | Reduced |
| Smartleaf Asset Management LLC | 98,192 | $21.0M | 3.45% | +19,221+24.3% | Added |
| Key Financial Inc | 99,806 | $21.0M | 5.04% | −3,328−3.2% | Reduced |
| Weil Company, Inc. | 99,784 | $21.0M | 7.67% | −575−0.6% | Reduced |
| Hamilton Point Investment Advisors, LLC | 99,760 | $21.0M | 4.08% | +526+0.5% | Added |
| Meridian Wealth Advisors, LLC | 99,637 | $21.0M | 3.74% | −4,181−4.0% | Reduced |
| Insight Advisors, LLC | 99,595 | $21.0M | 3.83% | −3,352−3.3% | Reduced |
| Taylor Hoffman Wealth Management | 96,701 | $21.0M | 8.54% | +287+0.3% | Added |
| Guardian Capital Advisors LP | 89,835 | $20.9M | 2.23% | +778+0.9% | Added |
| EPG Wealth Management LLC | 0 | $20.9M | 4.88% | −96,395−100.0% | Reduced |
| Villere St Denis J & Co LLC | 99,195 | $20.9M | 1.77% | −1,000−1.0% | Reduced |
| Perkins Coie Trust Co | 99,184 | $20.9M | 4.86% | −1,669−1.7% | Reduced |
| Verde Servicos Internacionais S.A. | 99,178 | $20.9M | 9.64% | +67,798+216.1% | Added |
| Peak Planning Group, LLC | 98,872 | $20.8M | 10.24% | +4,978+5.3% | Added |
| Ellis Investment Partners, LLC | 98,450 | $20.7M | 4.39% | −1,625−1.6% | Reduced |
| Plante Moran Financial Advisors, LLC | 98,420 | $20.7M | 2.07% | +6,000+6.5% | Added |
| Central Bank & Trust Co | 98,372 | $20.7M | 2.88% | −4,591−4.5% | Reduced |
| WoodTrust Financial Corp | 98,213 | $20.7M | 3.22% | +1,181+1.2% | Added |
| PDS Planning, Inc | 98,059 | $20.7M | 2.08% | +6,055+6.6% | Added |
| FRG Family Wealth Advisors LLC | 99,527 | $20.6M | 3.99% | −247−0.2% | Reduced |
| Payden & Rygel Investment Group | 97,900 | $20.6M | 1.67% | +7,800+8.7% | Added |
| Payden & Rygel | 97,900 | $20.6M | 1.67% | +7,800+8.7% | Added |
| Prosperity Consulting Group, LLC | 97,863 | $20.6M | 2.79% | −14,095−12.6% | Reduced |
| Westhampton Capital, LLC | 97,846 | $20.6M | 11.17% | −1,610−1.6% | Reduced |
| Harbor Island Capital LLC | 97,688 | $20.6M | 8.86% | −250−0.3% | Reduced |
| BFSG, LLC | 97,649 | $20.6M | 2.61% | −8,627−8.1% | Reduced |
| Herold Advisors, Inc. | 97,574 | $20.6M | 4.75% | +1,415+1.5% | Added |
| Lathrop Investment Management Corp | 97,544 | $20.5M | 4.02% | −1,538−1.6% | Reduced |
| Atlas Private Wealth Advisors | 97,451 | $20.5M | 3.34% | +48,161+97.7% | Added |
| Peterson Wealth Services | 97,383 | $20.5M | 7.17% | +1,126+1.2% | Added |
| Adams Asset Advisors, LLC | 97,320 | $20.5M | 2.67% | 00.0% | Unchanged |
| Armstrong, Fleming & Moore, Inc | 97,242 | $20.5M | 13.13% | −1,467−1.5% | Reduced |
| Nelson Capital Management, LLC | 97,003 | $20.4M | 3.63% | +6,460+7.1% | Added |
| Paragon Capital Management LLC | 96,795 | $20.4M | 11.00% | +450.0% | Added |
| JTC Employer Solutions Trusteee Ltd | 96,805 | $20.4M | 1.36% | −5,166−5.1% | Reduced |
| Manhattan West Asset Management, LLC | 96,642 | $20.4M | 5.50% | −11,505−10.6% | Reduced |
| Clean Yield Group | 96,584 | $20.3M | 7.60% | +10,713+12.5% | Added |
| Personal Cfo Solutions, LLC | 96,515 | $20.3M | 3.12% | +10,371+12.0% | Added |
| Navalign, LLC | 96,375 | $20.3M | 6.41% | −9,549−9.0% | Reduced |
| HFR Wealth Management, LLC | 96,292 | $20.3M | 5.16% | −631−0.7% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 96,195 | $20.3M | 3.38% | +394+0.4% | Added |
| Cliftonlarsonallen Wealth Advisors, LLC | 96,021 | $20.2M | 0.43% | +3,117+3.4% | Added |
| Titan Global Capital Management USA LLC | 95,629 | $20.1M | 3.21% | −1,545−1.6% | Reduced |
| Full Sail Capital, LLC | 95,581 | $20.1M | 1.35% | −402−0.4% | Reduced |
| Arlington Financial Advisors, LLC | 95,540 | $20.1M | 4.41% | −21,186−18.2% | Reduced |
| Capital Planning Advisors, LLC | 95,514 | $20.1M | 3.44% | −3,285−3.3% | Reduced |
| Canvas Wealth Advisors, LLC | 91,869 | $20.1M | 6.22% | −1,219−1.3% | Reduced |
| Werba Rubin Papier Wealth Management | 95,215 | $20.1M | 5.54% | −5,457−5.4% | Reduced |
| united american securities inc. (d/b/a uas asset management) | 95,194 | $20.0M | 4.80% | −1,227−1.3% | Reduced |