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 |
|---|---|---|---|---|---|
| Apollon Financial, LLC | 61,698 | $13.0M | 4.20% | −130.0% | Reduced |
| Diversified, LLC | 61,608 | $13.0M | 1.52% | +14,693+31.3% | Added |
| WNY Asset Management, LLC | 61,592 | $13.0M | 1.72% | −639−1.0% | Reduced |
| Torray LLC | 61,565 | $13.0M | 1.94% | −163−0.3% | Reduced |
| Miramar Capital, LLC | 61,565 | $13.0M | 3.24% | −992−1.6% | Reduced |
| Sphera Funds Management Ltd. | 61,500 | $13.0M | 2.11% | +44,000+251.4% | Added |
| Quantum Financial Advisors, LLC | 61,475 | $12.9M | 2.27% | +149+0.2% | Added |
| NWK Group, Inc. | 61,450 | $12.9M | 5.44% | −93−0.2% | Reduced |
| Wimmer Associates 1, LLC | 61,429 | $12.9M | 6.63% | −654−1.1% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 61,405 | $12.9M | 9.56% | −1,951−3.1% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 61,350 | $12.9M | 6.45% | +4,355+7.6% | Added |
| Western Pacific Wealth Management, LP | 61,268 | $12.9M | 9.76% | +2,076+3.5% | Added |
| Vivaldi Capital Management, LLC | 61,255 | $12.9M | 3.67% | +859+1.4% | Added |
| DCM Advisors, LLC | 61,241 | $12.9M | 6.81% | −20,533−25.1% | Reduced |
| KPP Advisory Services LLC | 61,193 | $12.9M | 3.43% | +1,009+1.7% | Added |
| DeDora Capital, Inc. | 61,071 | $12.9M | 3.95% | −60.0% | Reduced |
| Accretive Wealth Partners, LLC | 61,017 | $12.9M | 5.38% | +12,720+26.3% | Added |
| Oak Harbor Wealth Partners, LLC | 60,930 | $12.8M | 4.04% | +145+0.2% | Added |
| Chronos Wealth Management, LLC | 60,922 | $12.8M | 7.13% | −280−0.5% | Reduced |
| Lincoln Capital Corp | 60,882 | $12.8M | 5.49% | +6,146+11.2% | Added |
| Sculati Wealth Management, LLC | 60,848 | $12.8M | 5.48% | −480−0.8% | Reduced |
| Hall Laurie J Trustee | 60,797 | $12.8M | 4.46% | +686+1.1% | Added |
| Buckhead Capital Management LLC | 60,755 | $12.8M | 4.33% | −264−0.4% | Reduced |
| Central Valley Advisors, LLC | 60,565 | $12.8M | 7.03% | −4,385−6.8% | Reduced |
| 3Chopt Investment Partners, LLC | 60,745 | $12.8M | 3.91% | −5,534−8.3% | Reduced |
| Pictet North America Advisors SA | 60,596 | $12.8M | 1.39% | −49,151−44.8% | Reduced |
| Northwest Capital Management Inc | 60,588 | $12.8M | 4.66% | −3,952−6.1% | Reduced |
| Evermay Wealth Management LLC | 60,557 | $12.8M | 2.05% | −1,064−1.7% | Reduced |
| Cable Hill Partners, LLC | 60,515 | $12.7M | 1.38% | −2,047−3.3% | Reduced |
| Vanguard Capital Wealth Advisors | 60,477 | $12.7M | 8.61% | +1,132+1.9% | Added |
| IFG Advisors, LLC | 60,461 | $12.7M | 3.01% | +19,419+47.3% | Added |
| Capital Insight Partners, LLC | 60,371 | $12.7M | 2.40% | −4,797−7.4% | Reduced |
| Concord Asset Management, LLC | 60,325 | $12.7M | 3.15% | +5,574+10.2% | Added |
| Noked Israel Ltd | 60,200 | $12.7M | 3.50% | +5,000+9.1% | Added |
| Garden State Investment Advisory Services LLC | 60,163 | $12.7M | 4.37% | −892−1.5% | Reduced |
| Navellier & Associates Inc | 60,107 | $12.7M | 1.49% | −2,457−3.9% | Reduced |
| Spring Capital Management, LLC | 65,265 | $12.7M | 9.99% | +3,840+6.3% | Added |
| Atika Capital Management LLC | 60,000 | $12.6M | 1.47% | +60,000 | New |
| Woodson Capital Management, LP | 60,000 | $12.6M | 2.47% | +60,000 | New |
| Wealth High Governance Capital Ltda | 60,000 | $12.6M | 3.13% | +60,000 | New |
| Coston, McIsaac & Partners | 59,848 | $12.6M | 3.97% | +152+0.3% | Added |
| Abacus Planning Group, Inc. | 59,721 | $12.6M | 2.44% | −40,436−40.4% | Reduced |
| Strong Tower Advisory Services | 59,684 | $12.6M | 4.13% | +9,679+19.4% | Added |
| B & T Capital Management DBA Alpha Capital Management | 59,454 | $12.5M | 2.44% | −1,034−1.7% | Reduced |
| Northside Capital Management, LLC | 59,441 | $12.5M | 2.15% | −129−0.2% | Reduced |
| First Community Trust NA | 59,383 | $12.5M | 10.70% | +1,169+2.0% | Added |
| Newbridge Financial Services Group, Inc. | 59,271 | $12.5M | 4.65% | −2,947−4.7% | Reduced |
| Prosperity Financial Group, Inc. | 59,253 | $12.5M | 7.89% | −977−1.6% | Reduced |
| Evexia Wealth LLC | 55,711 | $12.5M | 4.68% | −1,715−3.0% | Reduced |
| Consolidated Capital Management, LLC | 59,226 | $12.5M | 5.97% | −8,169−12.1% | Reduced |
| Eagle Bay Advisors LLC | 59,181 | $12.5M | 7.55% | −1,468−2.4% | Reduced |
| Ballast, Inc. | 59,096 | $12.4M | 3.83% | −477−0.8% | Reduced |
| Revolve Wealth Partners, LLC | 59,046 | $12.4M | 2.05% | −2,039−3.3% | Reduced |
| Inspirion Wealth Advisors, LLC | 59,017 | $12.4M | 1.90% | −257−0.4% | Reduced |
| Marathon Capital Management | 58,959 | $12.4M | 3.16% | +220.0% | Added |
| WealthShield Partners, LLC | 58,941 | $12.4M | 1.89% | −724−1.2% | Reduced |
| CNB Bank | 58,935 | $12.4M | 5.97% | +8,722+17.4% | Added |
| ORG Partners LLC | 57,317 | $12.4M | 1.54% | +53,258+1,312.1% | Added |
| Carderock Capital Management Inc | 58,811 | $12.4M | 3.24% | +1,178+2.0% | Added |
| Oak Hill Wealth Advisors, LLC | 58,803 | $12.4M | 3.75% | +58,803 | New |
| Insight Wealth Strategies, LLC | 58,801 | $12.4M | 1.76% | −1,384−2.3% | Reduced |
| Amplius Wealth Advisors, LLC | 58,778 | $12.4M | 1.38% | −1,380−2.3% | Reduced |
| LRI Investments, LLC | 58,635 | $12.3M | 1.41% | +24,068+69.6% | Added |
| Blue Edge Capital, LLC | 58,358 | $12.3M | 2.03% | −400−0.7% | Reduced |
| Lafayette Investments, Inc. | 58,355 | $12.3M | 2.79% | +82+0.1% | Added |
| SJS Investment Consulting Inc. | 58,341 | $12.3M | 2.38% | +894+1.6% | Added |
| Pecaut & Co. | 58,337 | $12.3M | 4.65% | −9,579−14.1% | Reduced |
| Timber Creek Capital Management LLC | 58,167 | $12.3M | 3.70% | +893+1.6% | Added |
| Virtue Capital Management, LLC | 54,447 | $12.2M | 2.10% | −1,232−2.2% | Reduced |
| Lincoln Capital LLC | 58,116 | $12.2M | 2.73% | +91+0.2% | Added |
| Bellevue Asset Management, LLC | 58,029 | $12.2M | 6.75% | −73−0.1% | Reduced |
| McLean Asset Management Corp | 52,460 | $12.2M | 3.95% | −1,802−3.3% | Reduced |
| Boston Research & Management Inc | 57,999 | $12.2M | 3.09% | −822−1.4% | Reduced |
| St. Johns Investment Management Company, LLC | 57,982 | $12.2M | 5.80% | −2,115−3.5% | Reduced |
| Dover Advisors, LLC | 57,935 | $12.2M | 7.54% | +3,086+5.6% | Added |
| Investment Advisory Services Inc | 57,907 | $12.2M | 4.47% | −1,125−1.9% | Reduced |
| Capstone Triton Financial Group, LLC | 57,885 | $12.2M | 8.55% | −1,459−2.5% | Reduced |
| Aviso Financial Inc. | 58,061 | $12.2M | 0.68% | +58,061 | New |
| Balentine LLC | 57,733 | $12.2M | 0.55% | −231,865−80.1% | Reduced |
| Forge First Asset Management Inc. | 57,700 | $12.2M | 5.16% | +57,700 | New |
| Berkshire Capital Holdings Inc | 57,630 | $12.1M | 4.91% | +57,620+576,200.0% | Added |
| WFA of San Diego, LLC | 57,593 | $12.1M | 10.85% | +57,593 | New |
| Carmel Capital Management L.L.C. | 57,567 | $12.1M | 4.72% | +60+0.1% | Added |
| Horizon Wealth Management, LLC | 57,466 | $12.1M | 2.88% | −9,239−13.9% | Reduced |
| Bienville Capital Management, LLC | 57,459 | $12.1M | 2.90% | −33,681−37.0% | Reduced |
| Horizon Investments, LLC | 57,455 | $12.1M | 0.33% | −42,479−42.5% | Reduced |
| Fairfield Financial Advisors, LTD | 57,417 | $12.1M | 4.35% | +57,417 | New |
| Old Second National Bank of Aurora | 57,384 | $12.1M | 3.10% | −880−1.5% | Reduced |
| Morningstar Investment Services LLC | 56,413 | $12.1M | 0.13% | +13,655+31.9% | Added |
| Kensington Investment Counsel, LLC | 57,317 | $12.1M | 5.34% | +463+0.8% | Added |
| Texas Capital Bancshares Inc | 57,315 | $12.1M | 4.96% | +270.0% | Added |
| Walkner Condon Financial Advisors LLC | 57,317 | $12.1M | 2.60% | −984−1.7% | Reduced |
| Redhawk Wealth Advisors, Inc. | 57,239 | $12.1M | 1.84% | −4,237−6.9% | Reduced |
| Wellspring Financial Advisors, LLC | 57,197 | $12.0M | 1.64% | +26,510+86.4% | Added |
| Trail Ridge Investment Advisors, LLC | 57,188 | $12.0M | 6.23% | +1,076+1.9% | Added |
| Vise Technologies, Inc. | 57,128 | $12.0M | 2.11% | +5,551+10.8% | Added |
| Transcendent Capital Group LLC | 57,125 | $12.0M | 6.93% | −1,164−2.0% | Reduced |
| Excalibur Management Corp | 57,124 | $12.0M | 4.91% | +275+0.5% | Added |
| Clay Northam Wealth Management, LLC | 57,078 | $12.0M | 9.12% | +10.0% | Added |
| Alera Investment Advisors, LLC | 57,072 | $12.0M | 1.45% | +13,168+30.0% | Added |