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 |
|---|---|---|---|---|---|
| Cairn Investment Group, Inc. | 52,801 | $11.1M | 6.49% | −11,068−17.3% | Reduced |
| Kessler Investment Group, LLC | 52,721 | $11.1M | 6.00% | +52,601+43,834.2% | Added |
| First Business Financial Services, Inc. | 52,686 | $11.1M | 1.18% | +921+1.8% | Added |
| Connable Office Inc | 52,599 | $11.1M | 1.19% | −2,375−4.3% | Reduced |
| Rock Point Advisors, LLC | 52,567 | $11.1M | 3.32% | −175−0.3% | Reduced |
| MTM Investment Management, LLC | 52,535 | $11.1M | 4.53% | +229+0.4% | Added |
| Diversify Wealth Management, LLC | 52,863 | $11.1M | 1.38% | +52,863 | New |
| 626 Financial, LLC | 52,504 | $11.1M | 6.42% | −744−1.4% | Reduced |
| Marshall Financial Group LLC | 52,498 | $11.1M | 3.09% | +757+1.5% | Added |
| DGS Capital Management, LLC | 52,367 | $11.0M | 3.10% | +364+0.7% | Added |
| Grace & Mercy Foundation, Inc. | 52,300 | $11.0M | 2.49% | −8,000−13.3% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 52,194 | $11.0M | 6.14% | −660−1.2% | Reduced |
| Harbour Investment Management LLC | 52,118 | $11.0M | 5.07% | −512−1.0% | Reduced |
| BigSur Wealth Management LLC | 52,103 | $11.0M | 3.36% | +1,120+2.2% | Added |
| Ethos Financial Group, LLC | 52,024 | $11.0M | 1.93% | −168−0.3% | Reduced |
| Cove Private Wealth, LLC | 52,041 | $11.0M | 8.76% | 00.0% | Unchanged |
| New Millennium Group LLC | 51,995 | $11.0M | 7.15% | +13,638+35.6% | Added |
| Peninsula Asset Management Inc | 51,946 | $10.9M | 6.02% | +530+1.0% | Added |
| Fountainhead AM, LLC | 51,937 | $10.9M | 2.60% | +896+1.8% | Added |
| Wealth Alliance Advisory Group, LLC | 51,847 | $10.9M | 2.46% | +283+0.5% | Added |
| Hazlett, Burt & Watson, Inc. | 51,816 | $10.9M | 5.62% | +253+0.5% | Added |
| SPC Financial, Inc. | 51,761 | $10.9M | 1.01% | −2,508−4.6% | Reduced |
| CVA Family Office, LLC | 51,628 | $10.9M | 1.96% | +3,573+7.4% | Added |
| Capital Advisors Wealth Management, LLC | 51,613 | $10.9M | 2.15% | +5,827+12.7% | Added |
| Syntegra Private Wealth Group, LLC | 51,598 | $10.9M | 1.38% | +4,285+9.1% | Added |
| Orion Capital Management LLC | 51,598 | $10.9M | 5.72% | −2,347−4.4% | Reduced |
| Ambassador Advisors, LLC | 51,596 | $10.9M | 1.97% | −1,215−2.3% | Reduced |
| Heron Bay Capital Management | 51,509 | $10.8M | 2.31% | −35,304−40.7% | Reduced |
| Advanced Asset Management Advisors Inc | 51,438 | $10.8M | 2.88% | −512−1.0% | Reduced |
| Caldwell Sutter Capital, Inc. | 51,386 | $10.8M | 5.36% | +100+0.2% | Added |
| Brown, Lisle/Cummings, Inc. | 51,384 | $10.8M | 3.53% | −126−0.2% | Reduced |
| CoreFirst Bank & Trust | 51,375 | $10.8M | 7.28% | −2,792−5.2% | Reduced |
| Davidson Trust Co | 51,362 | $10.8M | 7.45% | −3,697−6.7% | Reduced |
| Cim Investment Mangement Inc | 51,359 | $10.8M | 3.34% | −664−1.3% | Reduced |
| Key Client Fiduciary Advisors, LLC | 51,290 | $10.8M | 5.46% | +1,432+2.9% | Added |
| Affiance Financial, LLC | 51,260 | $10.8M | 2.82% | −26−0.1% | Reduced |
| Childress Capital Advisors, LLC | 51,250 | $10.8M | 3.04% | +2,806+5.8% | Added |
| DT Investment Partners, LLC | 51,210 | $10.8M | 0.96% | +1,867+3.8% | Added |
| Global Trust Asset Management, LLC | 51,066 | $10.8M | 4.33% | +460+0.9% | Added |
| Y.D. More Investments Ltd | 50,987 | $10.7M | 1.10% | +11,944+30.6% | Added |
| United Advisor Group, LLC | 50,929 | $10.7M | 3.33% | +2,022+4.1% | Added |
| McMahon Financial Advisors, LLC | 50,863 | $10.7M | 2.34% | +96+0.2% | Added |
| Advocate Group LLC | 50,840 | $10.7M | 2.16% | −1,582−3.0% | Reduced |
| Family Capital Trust Co | 50,810 | $10.7M | 3.50% | −1,608−3.1% | Reduced |
| Heartland Bank & Trust Co | 50,801 | $10.7M | 6.07% | +4,069+8.7% | Added |
| Blue Zone Wealth Advisors, LLC | 50,565 | $10.6M | 3.68% | −2,449−4.6% | Reduced |
| Clearwater Capital Advisors, LLC | 50,469 | $10.6M | 1.13% | +1,087+2.2% | Added |
| Purus Wealth Management, LLC | 50,462 | $10.6M | 4.69% | +1,629+3.3% | Added |
| Financial Council Asset Management Inc | 50,459 | $10.6M | 5.94% | +448+0.9% | Added |
| Valley Brook Capital Group | 50,449 | $10.6M | 8.28% | +75+0.1% | Added |
| Institutional & Family Asset Management, LLC | 50,422 | $10.6M | 1.63% | +687+1.4% | Added |
| LWMG, LLC | 50,409 | $10.6M | 2.24% | −359−0.7% | Reduced |
| Eagle Ridge Investment Management | 50,206 | $10.6M | 0.98% | −3,715−6.9% | Reduced |
| Palogic Value Management, L.P. | 50,200 | $10.6M | 4.48% | −2,352−4.5% | Reduced |
| Cottage Street Advisors LLC | 50,143 | $10.6M | 6.27% | −1,681−3.2% | Reduced |
| Waypoint Capital Advisors, LLC | 50,135 | $10.6M | 2.64% | +219+0.4% | Added |
| Nia Impact Advisors, LLC | 50,108 | $10.6M | 3.79% | +541+1.1% | Added |
| Curated Wealth Partners LLC | 50,100 | $10.6M | 1.47% | +50,100 | New |
| Chesapeake Wealth Management | 50,098 | $10.6M | 3.83% | −98−0.2% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 50,000 | $10.5M | 2.40% | 00.0% | Unchanged |
| Miura Global Management, LLC | 50,000 | $10.5M | 10.27% | +50,000 | New |
| Modus Advisors, LLC | 49,941 | $10.5M | 3.72% | +454+0.9% | Added |
| Delta Capital Management LLC | 49,834 | $10.5M | 6.35% | +13,980+39.0% | Added |
| Carl P. Sherr & Co., LLC | 49,815 | $10.5M | 5.85% | −937−1.8% | Reduced |
| Walled Lake Planning & Wealth Management, LLC | 49,719 | $10.5M | 4.28% | −1,196−2.3% | Reduced |
| Mystic Asset Management, Inc. | 49,703 | $10.5M | 4.23% | −207−0.4% | Reduced |
| Thrive Wealth Management, LLC | 49,541 | $10.4M | 2.04% | +5,872+13.4% | Added |
| Silvia McColl Wealth Management, LLC | 49,468 | $10.4M | 8.62% | −1,342−2.6% | Reduced |
| Searcy Financial Services Inc | 49,436 | $10.4M | 5.20% | −54−0.1% | Reduced |
| Rede Wealth, LLC | 49,434 | $10.4M | 9.59% | −1,044−2.1% | Reduced |
| Laraway Financial Inc | 49,341 | $10.4M | 8.88% | −80−0.2% | Reduced |
| JJJ Advisors Inc. | 49,276 | $10.4M | 2.18% | +15,610+46.4% | Added |
| Lebenthal Global Advisors, LLC | 49,276 | $10.4M | 2.28% | −1,682−3.3% | Reduced |
| Wealthquest Corp | 49,275 | $10.4M | 1.11% | −190.0% | Reduced |
| Claudia M.P. Batlle, CRP (R) LLC | 49,176 | $10.4M | 3.12% | −118−0.2% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 49,162 | $10.4M | 4.83% | +55+0.1% | Added |
| FCG Investment Co | 49,153 | $10.4M | 7.85% | +1,553+3.3% | Added |
| KP Management LLC | 49,000 | $10.3M | 3.89% | +4,000+8.9% | Added |
| Beacon Capital Management, LLC | 48,840 | $10.3M | 1.89% | +2,490+5.4% | Added |
| Artemis Wealth Advisors, LLC | 48,809 | $10.3M | 1.82% | +9,680+24.7% | Added |
| Riggs Asset Managment Co. Inc. | 48,698 | $10.3M | 3.06% | −38−0.1% | Reduced |
| Royal Fund Management, LLC | 48,579 | $10.2M | 1.38% | −15,080−23.7% | Reduced |
| Allstate Corp | 48,603 | $10.2M | 0.83% | −2,117−4.2% | Reduced |
| Stokes Capital Advisors, LLC | 48,592 | $10.2M | 2.85% | −1,148−2.3% | Reduced |
| Thomas Story & Son LLC | 48,521 | $10.2M | 4.41% | −5,325−9.9% | Reduced |
| LCM Capital Management Inc | 48,409 | $10.2M | 6.36% | +637+1.3% | Added |
| Enterprise Financial Services Corp | 48,250 | $10.2M | 6.26% | −304−0.6% | Reduced |
| Patron Partners Advisors, LLC | 48,207 | $10.2M | 5.97% | +49+0.1% | Added |
| Waterfront Wealth Inc. | 48,032 | $10.1M | 2.74% | +8,046+20.1% | Added |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 48,000 | $10.1M | 1.19% | +48,000 | New |
| Gs Investments, Inc. | 47,871 | $10.1M | 4.76% | −130−0.3% | Reduced |
| Lynch & Associates | 47,860 | $10.1M | 2.27% | +1,442+3.1% | Added |
| Callan Family Office, LLC | 47,854 | $10.1M | 1.94% | +29,239+157.1% | Added |
| Atticus Wealth Management, LLC | 47,842 | $10.1M | 3.29% | −1,435−2.9% | Reduced |
| Shepherd Kaplan Krochuk, LLC | 47,839 | $10.1M | 7.96% | +150.0% | Added |
| Stiles Financial Services Inc | 47,818 | $10.1M | 3.87% | −4,936−9.4% | Reduced |
| West Wealth Group, LLC | 47,808 | $10.1M | 3.56% | −189−0.4% | Reduced |
| Canopy Partners, LLC | 47,651 | $10.0M | 4.66% | +1,913+4.2% | Added |
| American Trust Investment Advisors, LLC | 47,632 | $10.0M | 4.87% | −1,048−2.2% | Reduced |
| Pettinga Financial Advisors, LLC | 47,622 | $10.0M | 2.51% | +481+1.0% | Added |