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; 6,151 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 | 6,151 | $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 | 4,404 | $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 |
|---|---|---|---|---|---|
| Iron Financial, LLC | 66,000 | $13.9M | 7.80% | +2,050+3.2% | Added |
| Kemnay Advisory Services Inc. | 65,826 | $13.9M | 2.88% | −2,021−3.0% | Reduced |
| Moser Wealth Advisors, LLC | 65,742 | $13.8M | 7.53% | −2,895−4.2% | Reduced |
| Mycio Wealth Partners, LLC | 65,733 | $13.8M | 3.54% | −146−0.2% | Reduced |
| Cladis Investment Advisory, LLC | 65,659 | $13.8M | 10.03% | −207−0.3% | Reduced |
| Castle Rock Wealth Management, LLC | 63,760 | $13.8M | 3.45% | +1,115+1.8% | Added |
| Northwest Financial Advisors | 65,564 | $13.8M | 14.04% | −1,583−2.4% | Reduced |
| Foster Victor Wealth Advisors, LLC | 58,784 | $13.8M | 1.15% | +4,450+8.2% | Added |
| Channel Wealth LLC | 65,536 | $13.8M | 5.00% | +6,593+11.2% | Added |
| Armstrong Henry H Associates Inc | 65,486 | $13.8M | 1.38% | −3,849−5.6% | Reduced |
| Core Wealth Partners LLC | 65,377 | $13.8M | 9.41% | +5,505+9.2% | Added |
| Indiana Trust & Investment Management CO | 65,339 | $13.8M | 5.05% | −1,912−2.8% | Reduced |
| London & Capital Asset Management Ltd | 65,243 | $13.7M | 1.16% | −14,406−18.1% | Reduced |
| Tiemann Investment Advisors, LLC | 65,232 | $13.7M | 6.11% | −2,034−3.0% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 65,217 | $13.7M | 1.63% | +5,691+9.6% | Added |
| CWS Financial Advisors, LLC | 65,163 | $13.7M | 5.40% | +2,727+4.4% | Added |
| Cerro Pacific Wealth Advisors LLC | 65,099 | $13.7M | 5.24% | +65,099 | New |
| Highline Wealth Partners LLC | 65,053 | $13.7M | 5.16% | +1,735+2.7% | Added |
| PKO Investment Management Joint-Stock Co | 65,000 | $13.7M | 1.69% | −70,000−51.9% | Reduced |
| Monarch Capital Management Inc | 64,997 | $13.7M | 4.02% | −1,969−2.9% | Reduced |
| Gibraltar Capital Management, Inc. | 64,969 | $13.7M | 6.19% | −536−0.8% | Reduced |
| Sheets Smith Wealth Management | 64,962 | $13.7M | 1.64% | −146−0.2% | Reduced |
| Banco BTG Pactual S.A. | 61,405 | $13.7M | 3.50% | +13,137+27.2% | Added |
| Fukoku Mutual Life Insurance Co | 64,940 | $13.7M | 1.05% | −1,503−2.3% | Reduced |
| Farrow Financial Inc. | 64,902 | $13.7M | 9.32% | −202−0.3% | Reduced |
| Hedeker Wealth, LLC | 64,767 | $13.6M | 3.95% | −10,489−13.9% | Reduced |
| Sentry Investment Management LLC | 64,744 | $13.6M | 6.06% | −19,553−23.2% | Reduced |
| Eastover Investment Advisors LLC | 61,904 | $13.6M | 6.52% | −100.0% | Reduced |
| Eqis Capital Management, Inc. | 64,710 | $13.6M | 1.12% | −2,533−3.8% | Reduced |
| Balanced Wealth Group LLC | 62,707 | $13.6M | 6.18% | −1,752−2.7% | Reduced |
| Notis-McConarty Edward | 64,522 | $13.6M | 5.34% | −788−1.2% | Reduced |
| Titleist Asset Management, LLC | 64,484 | $13.6M | 2.06% | +5,138+8.7% | Added |
| Mechanics Financial Corp | 64,399 | $13.6M | 6.97% | −1,284−2.0% | Reduced |
| Silver Oak Securities, Inc | 64,378 | $13.6M | 2.03% | −136−0.2% | Reduced |
| Mathes Company, Inc. | 64,361 | $13.6M | 4.92% | −3,800−5.6% | Reduced |
| Olistico Wealth, LLC | 64,275 | $13.5M | 8.63% | +801+1.3% | Added |
| Arlington Trust Co LLC | 64,146 | $13.5M | 3.18% | +245+0.4% | Added |
| Aspen Grove Capital, LLC | 64,080 | $13.5M | 3.18% | −10,004−13.5% | Reduced |
| Umpqua Bank | 64,068 | $13.5M | 5.22% | +1,773+2.8% | Added |
| Bell Bank | 63,929 | $13.5M | 1.13% | +13,607+27.0% | Added |
| Platte River Wealth Advisors, LLC | 63,923 | $13.5M | 3.78% | +490+0.8% | Added |
| Dudley Capital Management, LLC | 63,888 | $13.5M | 7.54% | +54+0.1% | Added |
| Geneva Partners, LLC | 63,826 | $13.4M | 5.54% | +61,029+2,181.9% | Added |
| Morton Capital Management LLC | 63,780 | $13.4M | 3.19% | −7,675−10.7% | Reduced |
| Financial Perspectives, Inc | 63,778 | $13.4M | 4.96% | −445−0.7% | Reduced |
| Bank Ozk | 63,778 | $13.4M | 5.81% | +603+1.0% | Added |
| Northwest Investment Counselors, LLC | 63,740 | $13.4M | 3.36% | +36+0.1% | Added |
| Index Fund Advisors, Inc. | 63,655 | $13.4M | 0.76% | +3,633+6.1% | Added |
| Turtle Creek Wealth Advisors, LLC | 63,647 | $13.4M | 3.10% | +7,977+14.3% | Added |
| NVWM, LLC | 63,623 | $13.4M | 3.57% | +238+0.4% | Added |
| Masso Torrence Wealth Management Inc. | 63,572 | $13.4M | 7.43% | −2,775−4.2% | Reduced |
| Roof Eidam & Maycock | 63,550 | $13.4M | 3.63% | −429−0.7% | Reduced |
| Drucker Wealth 3.0, LLC | 63,542 | $13.4M | 3.55% | +63,542 | New |
| Salomon & Ludwin, LLC | 63,509 | $13.4M | 1.49% | −25,790−28.9% | Reduced |
| Brick & Kyle, Associates | 63,474 | $13.4M | 5.52% | −764−1.2% | Reduced |
| Once Capital Management, LLC | 63,450 | $13.4M | 6.62% | −16,000−20.1% | Reduced |
| Bridge Creek Capital Management LLC | 63,429 | $13.4M | 4.30% | −849−1.3% | Reduced |
| Towercrest Capital Management | 63,391 | $13.4M | 2.20% | −2,080−3.2% | Reduced |
| Capital Performance Advisors LLP | 63,389 | $13.4M | 5.07% | +4,539+7.7% | Added |
| Pekin Hardy Strauss, Inc. | 63,375 | $13.3M | 1.83% | −1,658−2.5% | Reduced |
| Fernwood Investment Management, LLC | 63,344 | $13.3M | 4.14% | −9,716−13.3% | Reduced |
| Geller Advisors LLC | 63,299 | $13.3M | 0.99% | −4,471−6.6% | Reduced |
| McGinn Investment Management, Inc. | 63,293 | $13.3M | 9.06% | −385−0.6% | Reduced |
| Poehling Capital Management, LLC | 63,174 | $13.3M | 3.64% | −35−0.1% | Reduced |
| Stolper Co | 63,172 | $13.3M | 4.68% | +44+0.1% | Added |
| Roman Butler Fullerton & Co | 57,052 | $13.3M | 4.30% | +969+1.7% | Added |
| Compton Wealth Advisory Group, LLC | 63,084 | $13.3M | 3.54% | +1,104+1.8% | Added |
| Banyan Capital Management, Inc. | 63,078 | $13.3M | 8.03% | −2,399−3.7% | Reduced |
| Gardner Lewis Asset Management L P | 63,075 | $13.3M | 3.70% | +1,120+1.8% | Added |
| Delta Investment Management, LLC | 63,068 | $13.3M | 2.93% | −143−0.2% | Reduced |
| LBMC Investment Advisors, LLC | 63,010 | $13.3M | 1.15% | +12,013+23.6% | Added |
| High Net Worth Advisory Group LLC | 62,949 | $13.3M | 4.02% | +405+0.6% | Added |
| Wall Street Access Asset Management, LLC | 62,948 | $13.3M | 5.44% | −40−0.1% | Reduced |
| Bulltick Wealth Management, LLC | 62,904 | $13.2M | 3.71% | −14,212−18.4% | Reduced |
| Bray Capital Advisors | 62,890 | $13.2M | 3.32% | −2,152−3.3% | Reduced |
| Gables Capital Management Inc. | 62,840 | $13.2M | 6.92% | −855−1.3% | Reduced |
| Muhlenkamp & Co Inc | 62,839 | $13.2M | 4.13% | +235+0.4% | Added |
| Drive Wealth Management, LLC | 62,811 | $13.2M | 3.57% | +2,648+4.4% | Added |
| Ervin Investment Management, LLC | 62,776 | $13.2M | 9.16% | −2,293−3.5% | Reduced |
| National Philanthropic Trust | 62,772 | $13.2M | 0.25% | −4,127−6.2% | Reduced |
| Sendero Wealth Management, LLC | 62,756 | $13.2M | 2.22% | +45,245+258.4% | Added |
| Mount Vernon Associates Inc | 62,627 | $13.2M | 11.69% | −1,660−2.6% | Reduced |
| Midland Wealth Advisors LLC | 62,524 | $13.2M | 0.78% | −635−1.0% | Reduced |
| 1623 Capital LLC | 62,500 | $13.2M | 7.80% | +200+0.3% | Added |
| VeraBank, N.A. | 62,426 | $13.1M | 4.08% | −1,810−2.8% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 62,413 | $13.1M | 3.06% | −1,068−1.7% | Reduced |
| Coastal Bridge Advisors, LLC | 62,409 | $13.1M | 3.27% | −432−0.7% | Reduced |
| Hartford Financial Management Inc. | 62,179 | $13.1M | 2.81% | +254+0.4% | Added |
| O'Brien Greene & Co. Inc | 62,154 | $13.1M | 4.15% | +2,289+3.8% | Added |
| Blueprint Investment Partners LLC | 62,015 | $13.1M | 2.83% | +40,710+191.1% | Added |
| Graybill Bartz & Assoc Ltd | 62,012 | $13.1M | 5.30% | −1,105−1.8% | Reduced |
| Willow Creek Wealth Management Inc. | 62,008 | $13.1M | 1.49% | +770+1.3% | Added |
| Bright Rock Capital Management, LLC | 62,000 | $13.1M | 2.75% | 00.0% | Unchanged |
| All Terrain Financial Advisors, LLC | 61,993 | $13.1M | 5.49% | −354−0.6% | Reduced |
| Jupiter Wealth Management LLC | 58,788 | $13.1M | 6.92% | −3,436−5.5% | Reduced |
| Twin Focus Capital Partners, LLC | 61,981 | $13.1M | 2.09% | +50.0% | Added |
| Vicus Capital | 61,977 | $13.1M | 1.18% | −8,144−11.6% | Reduced |
| Bell & Brown Wealth Advisors, LLC | 61,949 | $13.0M | 5.69% | +1,933+3.2% | Added |
| Wealth Dimensions Group, Ltd. | 61,794 | $13.0M | 3.71% | +852+1.4% | Added |
| Capital Advantage, Inc. | 57,051 | $13.0M | 2.66% | +722+1.3% | Added |