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 |
|---|---|---|---|---|---|
| ORBA Wealth Advisors, L.L.C. | 72,264 | $15.2M | 7.88% | +978+1.4% | Added |
| American Trust | 72,174 | $15.2M | 1.25% | +7,428+11.5% | Added |
| Strengthening Families & Communities, LLC | 72,106 | $15.2M | 4.36% | +11,305+18.6% | Added |
| Zweig-DiMenna Associates LLC | 72,096 | $15.2M | 1.72% | +28,238+64.4% | Added |
| Consolidated Planning Corp | 72,056 | $15.2M | 2.50% | +2,380+3.4% | Added |
| Birch Capital Management, LLC | 72,027 | $15.2M | 7.89% | +20.0% | Added |
| Hennion & Walsh Asset Management, Inc. | 71,996 | $15.2M | 0.78% | +5,033+7.5% | Added |
| Paces Ferry Wealth Advisors, LLC | 71,991 | $15.2M | 9.15% | +662+0.9% | Added |
| Consilium Wealth Advisory, LLC | 71,970 | $15.2M | 8.28% | +4,009+5.9% | Added |
| Catalina Capital Group, LLC | 71,869 | $15.1M | 5.77% | +8,364+13.2% | Added |
| Bay Rivers Group | 71,721 | $15.1M | 7.85% | +554+0.8% | Added |
| Clark Asset Management, LLC | 71,709 | $15.1M | 4.18% | +5,338+8.0% | Added |
| Alapocas Investment Partners, Inc. | 71,614 | $15.1M | 8.96% | −1,072−1.5% | Reduced |
| Borer Denton & Associates, Inc. | 71,575 | $15.1M | 5.47% | −2,873−3.9% | Reduced |
| DLK Investment Management, LLC | 71,568 | $15.1M | 6.23% | −5,714−7.4% | Reduced |
| Arkfeld Wealth Strategies, L.L.C. | 66,156 | $15.1M | 7.65% | −220.0% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 71,500 | $15.1M | 0.62% | 00.0% | Unchanged |
| Enterprise Bank & Trust Co | 71,454 | $15.0M | 5.14% | +2,828+4.1% | Added |
| Lattice Capital Management, LLC | 71,434 | $15.0M | 11.88% | 00.0% | Unchanged |
| Hirtle Callaghan & Co LLC | 71,392 | $15.0M | 0.65% | −1,628−2.2% | Reduced |
| First Dallas Securities Inc. | 71,340 | $15.0M | 6.60% | −23,735−25.0% | Reduced |
| Glen Eagle Advisors, LLC | 71,270 | $15.0M | 2.75% | +2,518+3.7% | Added |
| Leonteq Securities AG | 71,146 | $15.0M | 2.09% | −68,978−49.2% | Reduced |
| Keystone Wealth Services, LLC | 71,138 | $15.0M | 4.66% | +1,039+1.5% | Added |
| Mosaic Family Wealth Partners, LLC | 71,091 | $15.0M | 2.41% | −6,503−8.4% | Reduced |
| Settian Capital LP | 70,900 | $14.9M | 10.96% | 00.0% | Unchanged |
| XTX Topco Ltd | 70,850 | $14.9M | 1.28% | +67,579+2,066.0% | Added |
| Intelligence Driven Advisers, LLC | 70,813 | $14.9M | 2.11% | +5,010+7.6% | Added |
| Optas, LLC | 70,806 | $14.9M | 3.84% | +6,896+10.8% | Added |
| Summit Financial Strategies, Inc. | 70,796 | $14.9M | 1.85% | −343−0.5% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 70,766 | $14.9M | 2.91% | +26,753+60.8% | Added |
| M. Kulyk & Associates, LLC | 70,749 | $14.9M | 3.46% | +438+0.6% | Added |
| Georgetown University | 70,657 | $14.9M | 4.92% | +91+0.1% | Added |
| Trivant Custom Portfolio Group, LLC | 70,616 | $14.9M | 9.14% | −283−0.4% | Reduced |
| Global Financial Private Client, LLC | 70,609 | $14.9M | 6.22% | −83−0.1% | Reduced |
| Delta Financial Advisors LLC | 70,585 | $14.9M | 5.76% | +186+0.3% | Added |
| Kathmere Capital Management, LLC | 70,578 | $14.9M | 1.58% | +13,354+23.3% | Added |
| Solstein Capital, LLC | 70,561 | $14.9M | 9.70% | 00.0% | Unchanged |
| Wills Financial Group, Inc. | 70,526 | $14.9M | 6.84% | −8,384−10.6% | Reduced |
| N.E.W. Advisory Services LLC | 70,515 | $14.9M | 1.60% | +2,220+3.3% | Added |
| KLCM Advisors, Inc. | 70,496 | $14.8M | 1.83% | −2,279−3.1% | Reduced |
| Pegasus Partners Ltd. | 70,450 | $14.8M | 1.50% | −6,580−8.5% | Reduced |
| Skopos Labs, Inc. | 87,071 | $14.8M | 6.37% | 00.0% | Unchanged |
| Trust Co of Oklahoma | 70,218 | $14.8M | 5.19% | −1,125−1.6% | Reduced |
| Archford Capital Strategies, LLC | 70,172 | $14.8M | 2.40% | +7,251+11.5% | Added |
| Shulman DeMeo Asset Management LLC | 69,955 | $14.7M | 3.85% | −142−0.2% | Reduced |
| Harbour Capital Advisors, LLC | 67,974 | $14.7M | 3.50% | −177−0.3% | Reduced |
| Napean Trading & Investment Co (Singapore) PTE Ltd | 69,871 | $14.7M | 3.50% | +35,417+102.8% | Added |
| Blodgett Wealth Advisors, LLC | 69,869 | $14.7M | 12.49% | −1,533−2.1% | Reduced |
| Doheny Asset Management | 69,760 | $14.7M | 10.47% | −2,759−3.8% | Reduced |
| Belvedere Trading LLC | 69,738 | $14.7M | 0.78% | −252,726−78.4% | Reduced |
| Westend Capital Management, LLC | 67,684 | $14.7M | 5.15% | +66,389+5,126.6% | Added |
| Bank of Nova Scotia Trust Co | 69,261 | $14.6M | 1.63% | −1,826−2.6% | Reduced |
| LexAurum Advisors, LLC | 69,250 | $14.6M | 3.56% | −2,908−4.0% | Reduced |
| Kaizen Financial Strategies | 66,602 | $14.6M | 9.09% | −120.0% | Reduced |
| HWG Holdings LP | 69,004 | $14.5M | 5.33% | +69,004 | New |
| SRS Capital Advisors, Inc. | 68,921 | $14.5M | 1.42% | +6,875+11.1% | Added |
| David R. Rahn & Associates Inc. | 68,915 | $14.5M | 4.60% | +3,741+5.7% | Added |
| Silverleafe Capital Partners, LLC | 68,735 | $14.5M | 4.99% | −8,177−10.6% | Reduced |
| Legacy Wealth Management, LLC | 68,714 | $14.5M | 6.11% | −1,050−1.5% | Reduced |
| Point72 Europe (London) LLP | 68,600 | $14.4M | 1.22% | +68,600 | New |
| Greenfield Savings Bank | 68,568 | $14.4M | 7.42% | +338+0.5% | Added |
| Councilmark Asset Management, LLC | 68,469 | $14.4M | 10.22% | −205−0.3% | Reduced |
| S.E.E.D. Planning Group LLC | 68,392 | $14.4M | 5.24% | −1,217−1.7% | Reduced |
| Fortis Group Advisors, LLC | 68,357 | $14.4M | 2.86% | −4,174−5.8% | Reduced |
| Finer Wealth Management, Inc. | 68,322 | $14.4M | 9.28% | +323+0.5% | Added |
| Tortoise Investment Management, LLC | 68,241 | $14.4M | 1.64% | −2,537−3.6% | Reduced |
| Harrington Investments, INC | 68,184 | $14.4M | 8.15% | −1,261−1.8% | Reduced |
| Fermata Advisors, LLC | 68,085 | $14.3M | 3.29% | −3,445−4.8% | Reduced |
| IVC Wealth Advisors LLC | 67,927 | $14.3M | 8.00% | −1,200−1.7% | Reduced |
| Hexagon Capital Partners LLC | 67,897 | $14.3M | 3.11% | +83+0.1% | Added |
| Capital Market Strategies LLC | 67,895 | $14.3M | 9.03% | +2,857+4.4% | Added |
| Next Century Growth Investors LLC | 67,795 | $14.3M | 1.19% | +23,629+53.5% | Added |
| KRS Capital Management, LLC | 67,770 | $14.3M | 10.68% | −637−0.9% | Reduced |
| Perpetual Ltd | 67,724 | $14.3M | 0.16% | −34,765−33.9% | Reduced |
| Keudell/Morrison Wealth Management | 67,622 | $14.2M | 4.17% | −67−0.1% | Reduced |
| Burke & Herbert Bank & Trust Co | 67,607 | $14.2M | 3.46% | +24,501+56.8% | Added |
| Moss Adams Wealth Advisors LLC | 67,476 | $14.2M | 1.98% | +869+1.3% | Added |
| Hudson Value Partners, LLC | 67,469 | $14.2M | 6.01% | +4,012+6.3% | Added |
| Norden Group LLC | 67,460 | $14.2M | 2.87% | +7,439+12.4% | Added |
| Independent Solutions Wealth Management, LLC | 67,426 | $14.2M | 3.25% | −2,435−3.5% | Reduced |
| Colonial River Wealth Management, LLC | 67,390 | $14.2M | 7.64% | −6,341−8.6% | Reduced |
| Sterling Investment Counsel, LLC | 67,259 | $14.2M | 5.58% | +10,210+17.9% | Added |
| Quad-Cities Investment Group, LLC | 67,252 | $14.2M | 7.83% | −3,011−4.3% | Reduced |
| First National Corp | 67,166 | $14.1M | 3.37% | −11,091−14.2% | Reduced |
| Financial Management Network Inc | 62,492 | $14.1M | 3.39% | +126+0.2% | Added |
| LJI Wealth Management, LLC | 67,099 | $14.1M | 3.13% | −2,180−3.1% | Reduced |
| Hikari Tsushin, Inc. | 67,022 | $14.1M | 1.09% | 00.0% | Unchanged |
| LongView Wealth Management | 66,844 | $14.1M | 5.20% | −2,132−3.1% | Reduced |
| Providence Capital Advisors, LLC | 66,828 | $14.1M | 3.07% | −30,214−31.1% | Reduced |
| Pacifica Partners Inc. | 63,404 | $14.0M | 6.03% | +405+0.6% | Added |
| Iyo Bank, Ltd. | 66,690 | $14.0M | 4.98% | 00.0% | Unchanged |
| Lewis Asset Management, LLC | 66,503 | $14.0M | 10.70% | −1,622−2.4% | Reduced |
| Matthew 25 Management Corp | 66,500 | $14.0M | 4.86% | −1,000−1.5% | Reduced |
| Sierra Capital LLC | 66,493 | $14.0M | 1.87% | −6,531−8.9% | Reduced |
| IMS Capital Management | 61,787 | $14.0M | 6.52% | −2,645−4.1% | Reduced |
| Manchester Financial Inc | 66,407 | $14.0M | 3.44% | −2,250−3.3% | Reduced |
| Spotlight Asset Group, Inc. | 66,268 | $14.0M | 9.75% | 00.0% | Unchanged |
| Consolidated Investment Group LLC | 66,172 | $13.9M | 2.16% | −17,912−21.3% | Reduced |
| Meridian Investment Counsel Inc. | 66,067 | $13.9M | 4.40% | +15,764+31.3% | Added |