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 |
|---|---|---|---|---|---|
| Capstone Investment Advisors, LLC | 78,705 | $16.6M | 0.36% | −204,077−72.2% | Reduced |
| Sweeney & Michel, LLC | 72,337 | $16.5M | 7.05% | −978−1.3% | Reduced |
| Alpha Omega Wealth Management LLC | 78,481 | $16.5M | 3.16% | −349−0.4% | Reduced |
| Avalon Global Asset Management LLC | 78,320 | $16.5M | 4.89% | +400+0.5% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 78,295 | $16.5M | 1.02% | −9,336−10.7% | Reduced |
| Jackson Hole Capital Partners, LLC | 78,181 | $16.5M | 3.63% | −155−0.2% | Reduced |
| Humankind Investments LLC | 78,106 | $16.5M | 4.37% | −9,208−10.5% | Reduced |
| BOK Financial Private Wealth, Inc. | 78,091 | $16.4M | 1.20% | −1,714−2.1% | Reduced |
| Monterey Private Wealth, Inc. | 78,069 | $16.4M | 6.15% | −287−0.4% | Reduced |
| Keebeck Wealth Management, LLC | 78,064 | $16.4M | 2.41% | −2,026−2.5% | Reduced |
| Strategic Global Advisors, LLC | 78,064 | $16.4M | 3.44% | +1,493+1.9% | Added |
| Charter Oak Capital Management, LLC | 77,966 | $16.4M | 1.71% | −1,712−2.1% | Reduced |
| Davy Global Fund Management Ltd | 77,963 | $16.4M | 1.88% | −373−0.5% | Reduced |
| High Note Wealth, LLC | 77,950 | $16.4M | 5.02% | +1,074+1.4% | Added |
| Hoey Investments, Inc | 77,922 | $16.4M | 3.14% | −8,408−9.7% | Reduced |
| Professional Advisory Services Inc | 77,851 | $16.4M | 2.24% | −2,867−3.6% | Reduced |
| Sustainable Insight Capital Management, LLC | 77,801 | $16.4M | 8.21% | +14,300+22.5% | Added |
| Lipe & Dalton | 77,774 | $16.4M | 8.81% | −3,181−3.9% | Reduced |
| Richard C. Young & CO., LTD. | 77,760 | $16.4M | 1.99% | +64,100+469.3% | Added |
| RWM Asset Management, LLC | 77,753 | $16.4M | 2.94% | +4,801+6.6% | Added |
| Rockport Wealth LLC | 77,501 | $16.3M | 6.89% | +71,141+1,118.6% | Added |
| Resonant Capital Advisors, LLC | 77,488 | $16.3M | 1.33% | +2,814+3.8% | Added |
| Light Street Capital Management, LLC | 77,459 | $16.3M | 3.92% | +77,459 | New |
| McDonald Partners LLC | 77,458 | $16.3M | 4.37% | +2,959+4.0% | Added |
| Aviso Wealth Management | 77,264 | $16.3M | 9.66% | −772−1.0% | Reduced |
| Crewe Advisors LLC | 77,193 | $16.3M | 1.82% | −706−0.9% | Reduced |
| Capital Counsel LLC | 77,160 | $16.3M | 0.73% | −315−0.4% | Reduced |
| Northwest Bancshares, Inc. | 77,091 | $16.2M | 2.77% | −2,602−3.3% | Reduced |
| Souders Financial Advisors | 77,003 | $16.2M | 2.45% | +2,283+3.1% | Added |
| WealthTrust Axiom LLC | 76,961 | $16.2M | 5.37% | −40.0% | Reduced |
| Beach Investment Counsel Inc | 76,930 | $16.2M | 2.00% | −25,179−24.7% | Reduced |
| Glassy Mountain Advisors, Inc. | 76,881 | $16.2M | 6.00% | +1,368+1.8% | Added |
| Univest Financial Corp | 76,878 | $16.2M | 4.50% | +1,066+1.4% | Added |
| Balboa Wealth Partners | 76,683 | $16.2M | 4.26% | +4,049+5.6% | Added |
| WESPAC Advisors SoCal, LLC | 76,529 | $16.1M | 4.05% | −19,608−20.4% | Reduced |
| EFG Asset Management (Americas) Corp. | 76,494 | $16.1M | 3.16% | +23,588+44.6% | Added |
| Ifrah Financial Services, Inc. | 76,453 | $16.1M | 4.56% | +3,234+4.4% | Added |
| Patriot Financial Group Insurance Agency, LLC | 76,353 | $16.1M | 2.37% | −1,275−1.6% | Reduced |
| Financial Network Wealth Management LLC | 76,338 | $16.1M | 6.12% | −757−1.0% | Reduced |
| Austin Private Wealth, LLC | 76,152 | $16.0M | 1.73% | +289+0.4% | Added |
| Two Point Capital Management, Inc. | 76,120 | $16.0M | 6.45% | −250.0% | Reduced |
| First Commonwealth Financial Corp | 76,068 | $16.0M | 4.13% | +208+0.3% | Added |
| Concord Wealth Partners | 75,949 | $16.0M | 2.82% | +4,022+5.6% | Added |
| Lee Financial Co | 75,849 | $16.0M | 2.60% | +2,319+3.2% | Added |
| Stablepoint Partners, LLC | 73,198 | $16.0M | 3.10% | −2,662−3.5% | Reduced |
| Atlas Brown,Inc. | 75,665 | $15.9M | 5.71% | −2,349−3.0% | Reduced |
| Legacy Financial Advisors, Inc. | 75,663 | $15.9M | 2.84% | +1,929+2.6% | Added |
| Wealth Management Associates, Inc. | 75,570 | $15.9M | 7.47% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 75,559 | $15.9M | 3.96% | +2,899+4.0% | Added |
| Fort Point Capital Partners LLC | 75,496 | $15.9M | 2.04% | −4,399−5.5% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 72,057 | $15.9M | 1.24% | +5,185+7.8% | Added |
| Newman Dignan & Sheerar, Inc. | 75,329 | $15.9M | 4.09% | +11,263+17.6% | Added |
| Ashburton (Jersey) Ltd | 73,148 | $15.9M | 6.70% | +73,148 | New |
| Moseley Investment Management Inc | 74,950 | $15.8M | 7.33% | +736+1.0% | Added |
| Analyst IMS Investment Management Services Ltd. | 74,837 | $15.8M | 0.65% | +26,881+56.1% | Added |
| American Investment Services, Inc. | 74,616 | $15.7M | 2.78% | +67+0.1% | Added |
| Tsai Capital Corp | 74,530 | $15.7M | 15.46% | −6,890−8.5% | Reduced |
| Revisor Wealth Management LLC | 74,353 | $15.7M | 10.88% | +56,071+306.7% | Added |
| Koa Wealth Management, LLC | 74,343 | $15.7M | 13.23% | −4,517−5.7% | Reduced |
| Centric Wealth Management | 71,827 | $15.7M | 4.51% | −2,758−3.7% | Reduced |
| LMG Wealth Partners, LLC | 74,300 | $15.6M | 3.90% | −320.0% | Reduced |
| Roberts Glore & Co Inc | 74,257 | $15.6M | 4.72% | −5,297−6.7% | Reduced |
| Wealth Advisory Solutions, LLC | 74,256 | $15.6M | 4.24% | +210.0% | Added |
| Waterloo Capital, L.P. | 74,236 | $15.6M | 1.88% | +12,394+20.0% | Added |
| Charter Research & Investment Group, Inc. | 74,230 | $15.6M | 12.32% | −1,200−1.6% | Reduced |
| Kennedy Investment Group | 74,107 | $15.6M | 7.90% | −387−0.5% | Reduced |
| Fortis Capital Advisors, LLC | 74,059 | $15.6M | 5.63% | +6,750+10.0% | Added |
| Trust Co of the South | 73,987 | $15.6M | 3.69% | −368−0.5% | Reduced |
| Atlas Capital Advisors LLC | 73,959 | $15.6M | 2.03% | +28,578+63.0% | Added |
| JSF Financial, LLC | 73,929 | $15.6M | 4.77% | −1,035−1.4% | Reduced |
| First Heartland Consultants, Inc. | 73,925 | $15.6M | 1.55% | −1,297−1.7% | Reduced |
| Baldwin Investment Management, LLC | 73,919 | $15.6M | 2.13% | −871−1.2% | Reduced |
| Quotient Wealth Partners, LLC | 73,837 | $15.6M | 0.54% | −688−0.9% | Reduced |
| WBH Advisory Inc | 73,697 | $15.5M | 1.57% | −1,241−1.7% | Reduced |
| EFG Asset Management (North America) Corp. | 73,673 | $15.5M | 2.69% | −2,900−3.8% | Reduced |
| FLC Capital Advisors | 73,544 | $15.5M | 3.81% | +771+1.1% | Added |
| Wealth Group, Ltd. | 73,542 | $15.5M | 11.12% | +3,778+5.4% | Added |
| McDonough Capital Management, Inc | 73,522 | $15.5M | 11.27% | +220+0.3% | Added |
| Private Capital Management LLC | 73,507 | $15.5M | 3.08% | −1,690−2.2% | Reduced |
| McAdam, LLC | 73,502 | $15.5M | 0.93% | +4,895+7.1% | Added |
| Strategic Financial Services, Inc, | 73,426 | $15.5M | 0.98% | −3,411−4.4% | Reduced |
| Kercheville Advisors, LLC | 73,219 | $15.4M | 6.69% | +1,040+1.4% | Added |
| Rbo & Co LLC | 73,102 | $15.4M | 2.75% | −550−0.7% | Reduced |
| Radnor Capital Management, LLC | 73,072 | $15.4M | 4.69% | −4,670−6.0% | Reduced |
| Harmony Asset Management LLC | 73,026 | $15.4M | 6.45% | +3,803+5.5% | Added |
| Nicolet Bankshares Inc | 73,020 | $15.4M | 3.81% | −1,276−1.7% | Reduced |
| Dominguez Wealth Management Solutions, Inc. | 72,938 | $15.4M | 11.57% | −48−0.1% | Reduced |
| UBS Oconnor LLC | 72,906 | $15.4M | 0.44% | +37,906+108.3% | Added |
| Marex Group plc | 72,772 | $15.3M | 0.41% | +72,772 | New |
| Adirondack Trust Co | 72,772 | $15.3M | 6.26% | +48+0.1% | Added |
| Citizens Business Bank | 72,765 | $15.3M | 3.24% | −1,487−2.0% | Reduced |
| J. Goldman & Co LP | 72,750 | $15.3M | 0.57% | +71,250+4,750.0% | Added |
| TriaGen Wealth Management LLC | 72,707 | $15.3M | 5.91% | −1,956−2.6% | Reduced |
| Eos Management, L.P. | 72,631 | $15.3M | 5.96% | −10,777−12.9% | Reduced |
| Burford Brothers, Inc. | 72,614 | $15.3M | 8.89% | +2,881+4.1% | Added |
| Baugh & Associates, LLC | 68,521 | $15.3M | 7.92% | −3,941−5.4% | Reduced |
| Bangor Savings Bank | 72,392 | $15.2M | 1.53% | −321−0.4% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 72,357 | $15.2M | 3.68% | −1,368−1.9% | Reduced |
| Capital Investment Counsel, LLC | 72,343 | $15.2M | 2.99% | +4,241+6.2% | Added |
| Curbstone Financial Management Corp | 72,305 | $15.2M | 3.31% | +1,025+1.4% | Added |