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 |
|---|---|---|---|---|---|
| Breakwater Capital Group | 85,971 | $18.1M | 4.11% | +8,942+11.6% | Added |
| Mattern Capital Management, LLC | 85,964 | $18.1M | 2.50% | −1,133−1.3% | Reduced |
| NBW Capital LLC | 85,681 | $18.0M | 3.56% | −558−0.6% | Reduced |
| Portfolio Design Labs, LLC | 85,607 | $18.0M | 5.57% | +6,006+7.5% | Added |
| Artisan Partners Limited Partnership | 85,491 | $18.0M | 0.03% | +85,491 | New |
| Merriman Wealth Management, LLC | 85,380 | $18.0M | 0.79% | −4,830−5.4% | Reduced |
| Gradient Capital Advisors, LLC | 85,372 | $18.0M | 6.43% | −3,349−3.8% | Reduced |
| First Long Island Investors, LLC | 85,154 | $17.9M | 1.52% | −1,210−1.4% | Reduced |
| Fusion Capital, LLC | 85,106 | $17.9M | 8.18% | −3,954−4.4% | Reduced |
| Wambolt & Associates, LLC | 82,669 | $17.9M | 5.20% | +4,228+5.4% | Added |
| Diligent Investors, LLC | 85,050 | $17.9M | 4.44% | −696−0.8% | Reduced |
| Norris Perne & French LLP | 85,037 | $17.9M | 1.30% | −5,156−5.7% | Reduced |
| Vertex Planning Partners, LLC | 84,944 | $17.9M | 4.64% | +281+0.3% | Added |
| Pinnbrook Capital Management LP | 84,908 | $17.9M | 5.40% | +84,908 | New |
| Investment Research & Advisory Group, Inc. | 84,727 | $17.8M | 8.01% | −1,308−1.5% | Reduced |
| L2 Asset Management, LLC | 84,717 | $17.8M | 5.38% | +9,373+12.4% | Added |
| Bank of New Hampshire | 84,640 | $17.8M | 4.63% | −918−1.1% | Reduced |
| Founders Capital Management, LLC | 84,640 | $17.8M | 3.20% | +120.0% | Added |
| Apella Capital, LLC | 77,817 | $17.8M | 0.80% | +10,293+15.2% | Added |
| RVW Wealth, LLC | 84,473 | $17.8M | 1.78% | +535+0.6% | Added |
| NatWest Group plc | 84,455 | $17.8M | 6.08% | −4,666−5.2% | Reduced |
| Blume Capital Management, Inc. | 84,453 | $17.8M | 4.30% | +650+0.8% | Added |
| Clear Street Derivatives LLC | 84,451 | $17.8M | 0.28% | +50,917+151.8% | Added |
| Foster Dykema Cabot & Partners, LLC | 84,384 | $17.8M | 1.59% | +445+0.5% | Added |
| Berkshire Bank | 84,337 | $17.8M | 4.47% | −4,282−4.8% | Reduced |
| Overbrook Management Corp | 84,299 | $17.8M | 4.48% | +32,636+63.2% | Added |
| Aaron Wealth Advisors | 84,102 | $17.7M | 2.46% | +3,398+4.2% | Added |
| Phoenix Wealth Advisors | 84,096 | $17.7M | 8.89% | +51,860+160.9% | Added |
| Ausdal Financial Partners, Inc. | 84,082 | $17.7M | 1.89% | −1,499−1.8% | Reduced |
| Montchanin Asset Management, LLC | 84,044 | $17.7M | 16.73% | −2,710−3.1% | Reduced |
| FinTrust Capital Advisors, LLC | 84,019 | $17.7M | 3.33% | −2,228−2.6% | Reduced |
| Nicollet Investment Management, Inc. | 83,744 | $17.6M | 6.59% | −46,141−35.5% | Reduced |
| Eagle Rock Investment Company, LLC | 83,711 | $17.6M | 3.19% | +3,332+4.1% | Added |
| Great Lakes Retirement, Inc. | 83,670 | $17.6M | 2.42% | +6,486+8.4% | Added |
| Allied Investment Advisors, LLC | 83,499 | $17.6M | 4.13% | +523+0.6% | Added |
| New Capital Management LP | 83,444 | $17.6M | 5.39% | −3,699−4.2% | Reduced |
| RFP Financial Group LLC | 83,401 | $17.6M | 6.51% | −3,220−3.7% | Reduced |
| UMA Financial Services, Inc. | 74,798 | $17.6M | 3.24% | −850−1.1% | Reduced |
| Empirical Asset Management, LLC | 294,069 | $17.6M | 6.61% | +211,731+257.1% | Added |
| Harbor Capital Advisors, Inc. | 83,317 | $17.5M | 1.34% | +151+0.2% | Added |
| SeaBridge Investment Advisors LLC | 83,294 | $17.5M | 4.55% | −174−0.2% | Reduced |
| Benjamin Edwards Inc | 83,256 | $17.5M | 3.37% | +7,025+9.2% | Added |
| Cardinal Capital Management | 83,241 | $17.5M | 2.95% | +1,025+1.2% | Added |
| Union Heritage Capital, LLC | 83,238 | $17.5M | 6.89% | 00.0% | Unchanged |
| Stonebrook Private Inc. | 83,190 | $17.5M | 5.04% | +578+0.7% | Added |
| Iowa State Bank | 83,106 | $17.5M | 3.87% | +1,431+1.8% | Added |
| Thames Capital Management LLC | 83,079 | $17.5M | 6.85% | 00.0% | Unchanged |
| EULAV Asset Management | 83,053 | $17.5M | 0.47% | +27,005+48.2% | Added |
| Alpine Woods Capital Investors, LLC | 83,014 | $17.5M | 2.70% | +10,028+13.7% | Added |
| Chatham Capital Group, Inc. | 82,671 | $17.4M | 3.04% | +228+0.3% | Added |
| Twin Lakes Capital Management, LLC | 82,629 | $17.4M | 11.88% | −2,024−2.4% | Reduced |
| Crescent Grove Advisors, LLC | 82,189 | $17.3M | 1.90% | −21,449−20.7% | Reduced |
| Duncker Streett & Co Inc | 82,165 | $17.3M | 3.33% | +310.0% | Added |
| Udine Wealth Management, Inc. | 82,119 | $17.3M | 12.05% | −1,121−1.3% | Reduced |
| Neumann Capital Management, LLC | 82,053 | $17.3M | 5.94% | −325−0.4% | Reduced |
| Mezzasalma Advisors, LLC | 82,012 | $17.3M | 7.41% | −3,309−3.9% | Reduced |
| Sepio Capital, LP | 81,955 | $17.3M | 1.58% | −16,398−16.7% | Reduced |
| Managed Asset Portfolios, LLC | 81,932 | $17.3M | 2.56% | +9,835+13.6% | Added |
| Stoneridge Investment Partners LLC | 81,865 | $17.2M | 6.52% | −7,533−8.4% | Reduced |
| Cahill Financial Advisors Inc | 81,854 | $17.2M | 2.36% | −1,266−1.5% | Reduced |
| Bedel Financial Consulting, Inc. | 81,842 | $17.2M | 2.53% | −401−0.5% | Reduced |
| Greystone Financial Group, LLC | 81,817 | $17.2M | 3.37% | −1,467−1.8% | Reduced |
| Patten Group, Inc. | 81,722 | $17.2M | 4.06% | −2,527−3.0% | Reduced |
| Horan Capital Advisors, LLC. | 81,579 | $17.2M | 6.04% | −677−0.8% | Reduced |
| Hodges Capital Management Inc. | 81,515 | $17.2M | 1.15% | +1,669+2.1% | Added |
| Wright Investors Service Inc | 81,506 | $17.2M | 4.52% | +12,755+18.6% | Added |
| Kingfisher Capital LLC | 81,471 | $17.2M | 4.01% | −166−0.2% | Reduced |
| Acropolis Investment Management, LLC | 81,414 | $17.1M | 1.08% | −135−0.2% | Reduced |
| O'Dell Group, LLC | 99,866 | $17.1M | 4.20% | 00.0% | Unchanged |
| Janney Capital Management LLC | 81,272 | $17.1M | 1.21% | −20,277−20.0% | Reduced |
| Live Oak Private Wealth LLC | 81,240 | $17.1M | 2.94% | −290−0.4% | Reduced |
| Gifford Fong Associates | 81,169 | $17.1M | 4.53% | 00.0% | Unchanged |
| Kesler, Norman & Wride, LLC | 81,117 | $17.1M | 3.62% | +3,656+4.7% | Added |
| Everhart Financial Group, Inc. | 83,836 | $17.1M | 4.43% | +10,365+14.1% | Added |
| Mirabaud & Cie SA | 80,730 | $17.0M | 5.76% | +10,144+14.4% | Added |
| Leisure Capital Management | 80,526 | $17.0M | 7.90% | +8,468+11.8% | Added |
| Flynn Zito Capital Management, LLC | 80,262 | $16.9M | 8.64% | +374+0.5% | Added |
| Symphony Financial, Ltd. Co. | 78,419 | $16.9M | 3.08% | +18,327+30.5% | Added |
| TFG Advisers LLC | 80,096 | $16.9M | 6.55% | −429−0.5% | Reduced |
| Allegheny Financial Group LTD | 80,060 | $16.9M | 4.84% | +7,799+10.8% | Added |
| Bornite Capital Management LP | 80,000 | $16.8M | 2.77% | +80,000 | New |
| Hamel Associates, Inc. | 79,967 | $16.8M | 5.31% | −1,528−1.9% | Reduced |
| SS&H Financial Advisors, Inc. | 79,910 | $16.8M | 6.57% | +997+1.3% | Added |
| Schubert & Co | 98,069 | $16.8M | 14.32% | 00.0% | Unchanged |
| Pensionfund Sabic | 79,780 | $16.8M | 4.95% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 79,735 | $16.8M | 1.89% | +351+0.4% | Added |
| Ironvine Capital Partners, LLC | 79,703 | $16.8M | 1.84% | −9,248−10.4% | Reduced |
| Nikulski Financial, Inc. | 79,553 | $16.8M | 5.33% | −170.0% | Reduced |
| Independence Bank of Kentucky | 79,411 | $16.7M | 4.43% | +5,386+7.3% | Added |
| Aragon Global Management, LP | 79,403 | $16.7M | 7.14% | 00.0% | Unchanged |
| Relyea Zuckerberg Hanson LLC | 79,223 | $16.7M | 2.80% | −476−0.6% | Reduced |
| Fairhaven Wealth Management, LLC | 79,150 | $16.7M | 5.52% | −353−0.4% | Reduced |
| Knightsbridge Asset Management, LLC | 79,021 | $16.6M | 4.13% | −441−0.6% | Reduced |
| Field & Main Bank | 78,925 | $16.6M | 6.23% | −1,177−1.5% | Reduced |
| Tradewinds, LLC. | 78,901 | $16.6M | 5.11% | +23,785+43.2% | Added |
| Certified Advisory Corp | 78,872 | $16.6M | 2.08% | +78,872 | New |
| AlphaCore Capital LLC | 78,838 | $16.6M | 4.01% | +15,600+24.7% | Added |
| Argonautica Private Wealth Management, Inc | 78,808 | $16.6M | 5.68% | +75+0.1% | Added |
| Strait & Sound Wealth Management LLC | 78,747 | $16.6M | 8.46% | +11,544+17.2% | Added |
| Cidel Asset Management Inc | 78,733 | $16.6M | 1.28% | +6,139+8.5% | Added |