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 |
|---|---|---|---|---|---|
| Sawyer & Company, Inc | 57,022 | $12.0M | 4.77% | +82+0.1% | Added |
| Lederer & Associates Investment Counsel | 56,944 | $12.0M | 8.68% | −3,748−6.2% | Reduced |
| Chiron Investment Management, LLC | 56,922 | $12.0M | 4.70% | +49,814+700.8% | Added |
| Strategy Asset Managers LLC | 61,768 | $12.0M | 2.67% | −3,094−4.8% | Reduced |
| Alaethes Wealth LLC | 56,861 | $12.0M | 4.95% | +813+1.5% | Added |
| Global Assets Advisory, LLC | 56,792 | $12.0M | 19.05% | −9,183,422−99.4% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 56,749 | $12.0M | 3.36% | +1,401+2.5% | Added |
| Woodward Diversified Capital, LLC | 56,738 | $12.0M | 7.01% | −7,568−11.8% | Reduced |
| Alpha Family Trust | 56,700 | $11.9M | 7.00% | −4,010−6.6% | Reduced |
| CenterBook Partners LP | 56,686 | $11.9M | 0.74% | +10,402+22.5% | Added |
| City State Bank | 56,631 | $11.9M | 4.87% | −405−0.7% | Reduced |
| Wescott Financial Advisory Group, LLC | 56,628 | $11.9M | 1.39% | −2,639−4.5% | Reduced |
| Alkeon Capital Management LLC | 56,627 | $11.9M | 0.06% | 00.0% | Unchanged |
| Abbot Financial Management, Inc. | 56,511 | $11.9M | 6.38% | −897−1.6% | Reduced |
| Hollow Brook Wealth Management LLC | 56,466 | $11.9M | 4.04% | +4,824+9.3% | Added |
| Port Capital LLC | 56,320 | $11.9M | 0.59% | −1,129−2.0% | Reduced |
| Asio Capital, LLC | 56,312 | $11.9M | 2.43% | +694+1.2% | Added |
| Tyler-Stone Wealth Management | 56,199 | $11.8M | 4.88% | −361−0.6% | Reduced |
| Wealth Management Partners, LLC | 56,128 | $11.8M | 5.75% | −323−0.6% | Reduced |
| Peninsula Wealth, LLC | 51,248 | $11.8M | 2.21% | +261+0.5% | Added |
| WealthBridge Capital Management, LLC | 56,058 | $11.8M | 3.91% | −2,623−4.5% | Reduced |
| TLW Wealth Management, LLC | 56,014 | $11.8M | 7.35% | −485−0.9% | Reduced |
| KG&L Capital Management,LLC | 56,016 | $11.8M | 4.07% | −2,203−3.8% | Reduced |
| Princeton Global Asset Management LLC | 55,903 | $11.8M | 2.60% | +1,922+3.6% | Added |
| Gilder Gagnon Howe & Co LLC | 55,815 | $11.8M | 0.15% | −18,156−24.5% | Reduced |
| Satovsky Asset Management LLC | 55,707 | $11.7M | 2.82% | +72+0.1% | Added |
| Broadwater Capital Management LLC | 55,700 | $11.7M | 9.04% | −880−1.6% | Reduced |
| Somerset Trust Co | 55,679 | $11.7M | 4.81% | −148−0.3% | Reduced |
| Nkcfo LLC | 55,650 | $11.7M | 6.40% | +2,350+4.4% | Added |
| Invst, LLC | 53,968 | $11.7M | 1.29% | +4,154+8.3% | Added |
| Eukles Asset Management | 55,443 | $11.7M | 5.05% | +317+0.6% | Added |
| Tiff Advisory Services Inc | 66,757 | $11.7M | 4.02% | +66,757 | New |
| Gateway Advisory, LLC | 55,355 | $11.7M | 1.98% | +3,423+6.6% | Added |
| Consolidated Portfolio Review Corp | 55,350 | $11.7M | 2.72% | +17,079+44.6% | Added |
| McIlrath & Eck, LLC | 55,290 | $11.6M | 1.73% | −1,991−3.5% | Reduced |
| Alhambra Investment Partners LLC | 55,234 | $11.6M | 6.37% | −182−0.3% | Reduced |
| Sugarloaf Wealth Management, LLC | 55,215 | $11.6M | 2.36% | +145+0.3% | Added |
| Abundance Wealth Counselors | 55,203 | $11.6M | 5.35% | +491+0.9% | Added |
| Sage Rhino Capital LLC | 55,176 | $11.6M | 2.78% | −2,427−4.2% | Reduced |
| Essex Investment Management Co LLC | 55,099 | $11.6M | 2.17% | −7,459−11.9% | Reduced |
| Seamount Financial Group Inc | 55,096 | $11.6M | 9.47% | −826−1.5% | Reduced |
| Sandy Cove Advisors, LLC | 55,088 | $11.6M | 5.16% | +7,394+15.5% | Added |
| BIP Wealth, LLC | 55,019 | $11.6M | 0.95% | −8,447−13.3% | Reduced |
| Kestra Investment Management, LLC | 55,013 | $11.6M | 0.79% | +55,013 | New |
| Mirabella Financial Services LLP | 54,932 | $11.6M | 0.84% | −26,694−32.7% | Reduced |
| Peoples Financial Services Corp. | 54,853 | $11.6M | 5.23% | −3,145−5.4% | Reduced |
| Financial Security Advisor, Inc. | 54,789 | $11.5M | 3.87% | +150+0.3% | Added |
| High Falls Advisors, Inc | 54,733 | $11.5M | 2.80% | +416+0.8% | Added |
| Sax Wealth Advisors, LLC | 54,726 | $11.5M | 1.10% | +54,726 | New |
| Bourgeon Capital Management LLC | 54,674 | $11.5M | 2.26% | +11,766+27.4% | Added |
| NovaPoint Capital, LLC | 54,670 | $11.5M | 3.91% | −97−0.2% | Reduced |
| Concentric Wealth Management, LLC | 54,588 | $11.5M | 3.00% | −220.0% | Reduced |
| JT Stratford LLC | 54,547 | $11.5M | 2.13% | +4,822+9.7% | Added |
| Greater Midwest Financial Group, LLC | 51,783 | $11.5M | 7.28% | +2,488+5.0% | Added |
| Brass Tax Wealth Management, Inc | 54,467 | $11.5M | 2.25% | +15,972+41.5% | Added |
| Bonness Enterprises Inc | 54,440 | $11.5M | 4.19% | 00.0% | Unchanged |
| Menlo Advisors LLC | 54,411 | $11.5M | 6.36% | 00.0% | Unchanged |
| Benson Investment Management Company, Inc. | 54,376 | $11.5M | 4.74% | −247−0.5% | Reduced |
| Trust Investment Advisors | 54,343 | $11.4M | 7.28% | +1,309+2.5% | Added |
| Sovereign Financial Group, Inc. | 54,303 | $11.4M | 2.85% | −111−0.2% | Reduced |
| Zimmermann Investment Management & Planning LLC | 54,239 | $11.4M | 3.82% | −626−1.1% | Reduced |
| Parkside Investments, LLC | 54,189 | $11.4M | 1.80% | −545−1.0% | Reduced |
| Cherry Creek Investment Advisors, Inc. | 54,173 | $11.4M | 5.95% | −1,274−2.3% | Reduced |
| Orleans Capital Management Corp | 54,108 | $11.4M | 7.24% | −518−0.9% | Reduced |
| Delta Asset Management LLC | 54,022 | $11.4M | 1.03% | −2,244−4.0% | Reduced |
| Owen LaRue, LLC | 54,021 | $11.4M | 7.04% | +1,087+2.1% | Added |
| Citizens & Northern Corp | 53,980 | $11.4M | 3.56% | −1,013−1.8% | Reduced |
| Yoder Wealth Management, Inc. | 53,955 | $11.4M | 7.36% | −1,626−2.9% | Reduced |
| Eagle Capital Management, LLC | 53,889 | $11.3M | 5.00% | −871−1.6% | Reduced |
| Silverlake Wealth Management LLC | 53,847 | $11.3M | 4.65% | +4,307+8.7% | Added |
| Sterling Financial Group, Inc. | 53,813 | $11.3M | 5.14% | −2,656−4.7% | Reduced |
| Old Point Trust & Financial Services N A | 53,736 | $11.3M | 4.39% | −4,600−7.9% | Reduced |
| Xcel Wealth Management, LLC | 53,703 | $11.3M | 3.54% | −230.0% | Reduced |
| REDW Wealth LLC | 53,677 | $11.3M | 2.96% | −30.0% | Reduced |
| Jarislowsky, Fraser Ltd | 53,585 | $11.3M | 0.07% | −3,321−5.8% | Reduced |
| White Pine Capital LLC | 53,582 | $11.3M | 4.28% | +600+1.1% | Added |
| Bryant Woods Investment Advisors, LLC | 65,869 | $11.3M | 8.25% | −1,141−1.7% | Reduced |
| Invesco, LLC | 53,533 | $11.3M | 4.71% | +78+0.1% | Added |
| Root Financial Partners, LLC | 53,511 | $11.3M | 2.64% | +15,570+41.0% | Added |
| Parisi Gray Wealth Management | 53,505 | $11.3M | 4.04% | −841−1.5% | Reduced |
| Scissortail Wealth Management, LLC | 53,493 | $11.3M | 2.87% | +735+1.4% | Added |
| Montgomery Investment Management Inc | 53,492 | $11.3M | 4.46% | −220−0.4% | Reduced |
| TSFG, LLC | 53,451 | $11.3M | 2.63% | +5,233+10.9% | Added |
| Merrion Investment Management Co, LLC | 53,356 | $11.2M | 7.72% | −570−1.1% | Reduced |
| Provenance Wealth Advisors, LLC | 53,335 | $11.2M | 1.57% | −3,951−6.9% | Reduced |
| Buffington Mohr McNeal | 53,300 | $11.2M | 1.97% | −364−0.7% | Reduced |
| DMG Group, LLC | 53,262 | $11.2M | 9.61% | −1,174−2.2% | Reduced |
| HHM Wealth Advisors, LLC | 53,227 | $11.2M | 1.69% | +6,776+14.6% | Added |
| Planning Alternatives Ltd | 53,189 | $11.2M | 1.81% | +992+1.9% | Added |
| Strategic Investment Solutions, Inc. | 52,865 | $11.2M | 3.61% | +52,865 | New |
| AMS Capital Ltda | 53,033 | $11.2M | 2.34% | −13,280−20.0% | Reduced |
| GPM Growth Investors, Inc. | 52,975 | $11.2M | 4.74% | +52,975 | New |
| Buck Wealth Strategies, LLC | 52,967 | $11.2M | 3.29% | +46,824+762.2% | Added |
| TFC Financial Management | 52,910 | $11.1M | 1.95% | +377+0.7% | Added |
| jvl associates llc | 52,901 | $11.1M | 4.47% | −234−0.4% | Reduced |
| Signature Wealth Management Partners, LLC | 52,874 | $11.1M | 8.47% | +2,016+4.0% | Added |
| CV Advisors LLC | 52,850 | $11.1M | 6.21% | −3,548−6.3% | Reduced |
| Prospect Financial Services LLC | 52,839 | $11.1M | 8.56% | +566+1.1% | Added |
| Capasso Planning Partners LLC | 52,817 | $11.1M | 3.61% | +15,200+40.4% | Added |
| Harbor Advisory Corp | 52,809 | $11.1M | 3.84% | −2,711−4.9% | Reduced |