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 |
|---|---|---|---|---|---|
| Calton & Associates, Inc. | 40,324 | $8.49M | 4.25% | +1,195+3.1% | Added |
| Berry Wealth Group, LP | 40,306 | $8.49M | 6.78% | +1,060+2.7% | Added |
| Safeguard Investment Advisory Group, LLC | 40,232 | $8.47M | 2.63% | −1,236−3.0% | Reduced |
| Wrapmanager Inc | 40,180 | $8.46M | 2.34% | +5,143+14.7% | Added |
| Goepper Burkhardt LLC | 40,169 | $8.46M | 3.83% | −76−0.2% | Reduced |
| Legato Capital Management LLC | 40,154 | $8.46M | 1.14% | −17,109−29.9% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 40,131 | $8.45M | 5.65% | −300−0.7% | Reduced |
| Baker Tilly Wealth Management, LLC | 40,076 | $8.44M | 3.45% | −31,432−44.0% | Reduced |
| Chapman Investment Management, LLC | 40,069 | $8.44M | 6.42% | −2,917−6.8% | Reduced |
| Fox Hill Wealth Management | 40,063 | $8.44M | 5.16% | +902+2.3% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 40,000 | $8.43M | 4.35% | +19,000+90.5% | Added |
| RedJay Asset Management Inc. | 40,000 | $8.42M | 5.64% | +40,000 | New |
| Trust Co of Kansas | 39,964 | $8.42M | 4.40% | +21,980+122.2% | Added |
| Unigestion Holding SA | 43,696 | $8.41M | 0.46% | −7,598−14.8% | Reduced |
| Pinnacle West Asset Management, Inc. | 39,910 | $8.41M | 6.53% | −1,065−2.6% | Reduced |
| One Day In July LLC | 39,888 | $8.40M | 1.05% | −1,127−2.7% | Reduced |
| Lighthouse Investment Partners, LLC | 39,875 | $8.40M | 0.47% | +4,440+12.5% | Added |
| Patriot Investment Management Inc. | 39,858 | $8.39M | 0.66% | −5,190−11.5% | Reduced |
| Bull Street Advisors, LLC | 39,824 | $8.39M | 4.05% | −40−0.1% | Reduced |
| Darden Wealth Group Inc | 39,814 | $8.39M | 6.37% | +2,753+7.4% | Added |
| Vance Wealth, Inc. | 39,802 | $8.38M | 3.44% | −479−1.2% | Reduced |
| Constitution Capital LLC | 39,751 | $8.37M | 4.42% | +2,414+6.5% | Added |
| Bruce & Co., Inc. | 39,700 | $8.36M | 2.75% | +4,600+13.1% | Added |
| Bernardo Wealth Planning LLC | 39,688 | $8.36M | 2.25% | +1,239+3.2% | Added |
| Cambridge Advisors Inc. | 39,677 | $8.36M | 1.94% | +1,129+2.9% | Added |
| Resurgent Financial Advisors LLC | 39,630 | $8.35M | 5.19% | −1,001−2.5% | Reduced |
| Integris Wealth Management, LLC | 39,613 | $8.34M | 2.41% | −561−1.4% | Reduced |
| Sweet Financial Partners, LLC | 39,542 | $8.33M | 1.90% | +286+0.7% | Added |
| Ayalon Holdings Ltd. | 39,503 | $8.32M | 2.74% | −1,128−2.8% | Reduced |
| Schneider Downs Wealth Management Advisors, LP | 39,425 | $8.30M | 1.85% | −1,003−2.5% | Reduced |
| Sivia Capital Partners, LLC | 39,416 | $8.30M | 5.55% | +379+1.0% | Added |
| WestHill Financial Advisors, Inc. | 39,413 | $8.30M | 2.01% | −2,251−5.4% | Reduced |
| Ascension Asset Management LLC | 39,374 | $8.29M | 4.34% | −1,275−3.1% | Reduced |
| IMA Wealth, Inc. | 39,261 | $8.27M | 3.65% | +900+2.3% | Added |
| Lantern Wealth Advisors, LLC | 39,252 | $8.27M | 5.99% | −610−1.5% | Reduced |
| Wayfinding Financial, LLC | 39,251 | $8.27M | 4.65% | −719−1.8% | Reduced |
| Meridian Wealth Partners, LLC | 39,235 | $8.26M | 1.46% | +930+2.4% | Added |
| Asahi Life Asset Management Co., Ltd. | 39,232 | $8.26M | 5.68% | −5,118−11.5% | Reduced |
| Capital Advisors, Ltd. LLC | 39,227 | $8.26M | 1.07% | +591+1.5% | Added |
| West Family Investments, Inc. | 39,176 | $8.25M | 2.47% | +39+0.1% | Added |
| Hall Capital Management Co Inc | 39,170 | $8.25M | 3.93% | +1,077+2.8% | Added |
| Hohimer Wealth Management, LLC | 39,126 | $8.24M | 1.91% | +2,254+6.1% | Added |
| Kades & Cheifetz LLC | 39,118 | $8.24M | 5.18% | −229−0.6% | Reduced |
| OneAscent Financial Services LLC | 39,106 | $8.24M | 1.15% | +281+0.7% | Added |
| Woodley Farra Manion Portfolio Management Inc | 39,087 | $8.23M | 0.45% | +345+0.9% | Added |
| Ruggaard & Associates LLC | 39,077 | $8.23M | 3.81% | +3,768+10.7% | Added |
| Creekside Partners | 39,074 | $8.23M | 4.56% | +39,074 | New |
| Lummis Asset Management, LP | 39,071 | $8.23M | 10.87% | +334+0.9% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 39,057 | $8.23M | 2.34% | +8,269+26.9% | Added |
| Garrett Wealth Advisory Group, LLC | 38,975 | $8.21M | 3.01% | +9,411+31.8% | Added |
| Sky Investment Group LLC | 38,974 | $8.21M | 1.57% | −441−1.1% | Reduced |
| Lynch Asset Management, Inc. | 38,950 | $8.20M | 3.50% | −20−0.1% | Reduced |
| OV Management LLC | 38,826 | $8.18M | 5.71% | +408+1.1% | Added |
| Pacitti Group Inc. | 38,821 | $8.18M | 4.28% | +64+0.2% | Added |
| Oarsman Capital, Inc. | 38,815 | $8.18M | 1.80% | +1,304+3.5% | Added |
| Signet Investment Advisory Group, Inc. | 38,790 | $8.17M | 4.38% | +337+0.9% | Added |
| Great Waters Wealth Management | 38,786 | $8.17M | 1.25% | +2,695+7.5% | Added |
| Infusive Asset Management Inc. | 38,783 | $8.17M | 3.30% | +19,315+99.2% | Added |
| Cromwell Holdings LLC | 38,746 | $8.16M | 4.88% | +38,746 | New |
| Sitrin Capital Management LLC | 38,565 | $8.12M | 4.32% | +89+0.2% | Added |
| Midwest Financial Group LLC | 38,533 | $8.12M | 5.16% | +341+0.9% | Added |
| Verity Asset Management, Inc. | 38,452 | $8.10M | 3.18% | +19,817+106.3% | Added |
| FSM Wealth Advisors, LLC | 38,446 | $8.10M | 2.71% | +572+1.5% | Added |
| Headinvest, LLC | 38,426 | $8.09M | 1.59% | −4,633−10.8% | Reduced |
| Summit Financial Wealth Advisors, LLC | 38,345 | $8.08M | 1.64% | −84−0.2% | Reduced |
| Ritter Daniher Financial Advisory LLC | 38,246 | $8.06M | 2.57% | −264−0.7% | Reduced |
| W Advisors, LLC | 38,151 | $8.04M | 5.27% | +81+0.2% | Added |
| Linden Thomas Advisory Services, LLC | 38,082 | $8.02M | 1.24% | +5,077+15.4% | Added |
| Patrick M Sweeney & Associates, Inc | 38,077 | $8.02M | 6.48% | +269+0.7% | Added |
| Onefund, LLC | 38,024 | $8.01M | 8.72% | +666+1.8% | Added |
| Bayesian Capital Management, LP | 38,000 | $8.00M | 0.92% | +38,000 | New |
| New Potomac Partners, LLC | 37,993 | $8.00M | 4.37% | +277+0.7% | Added |
| Vigilare Wealth Management | 37,991 | $8.00M | 3.54% | −491−1.3% | Reduced |
| Pacific Capital Wealth Advisors, Inc | 37,967 | $8.00M | 1.46% | +3,886+11.4% | Added |
| Evernest Financial Advisors, LLC | 37,939 | $7.99M | 3.58% | +4,781+14.4% | Added |
| Orca Investment Management, LLC | 37,930 | $7.99M | 7.62% | −468−1.2% | Reduced |
| Cohen Investment Advisors LLC | 46,574 | $7.97M | 6.41% | +239+0.5% | Added |
| Harfst & Associates, Inc. | 37,813 | $7.96M | 1.86% | −881−2.3% | Reduced |
| Abacus Wealth Partners, LLC | 37,809 | $7.96M | 1.32% | −354−0.9% | Reduced |
| D'Orazio & Associates, Inc. | 37,798 | $7.96M | 1.22% | −1,808−4.6% | Reduced |
| Custom Index Systems, LLC | 37,783 | $7.96M | 4.57% | −6,908−15.5% | Reduced |
| Boxwood Ventures, Inc. | 37,745 | $7.95M | 12.77% | 00.0% | Unchanged |
| Cape Ann Savings Bank | 37,716 | $7.94M | 4.93% | −1,622−4.1% | Reduced |
| Eagle Strategies LLC | 37,631 | $7.93M | 1.52% | −32,441−46.3% | Reduced |
| Gilbert & Cook, Inc. | 37,612 | $7.92M | 1.16% | −11,105−22.8% | Reduced |
| Privium Fund Management (UK) Ltd | 35,862 | $7.92M | 3.09% | +35,862 | New |
| Indie Asset Partners, LLC | 37,529 | $7.90M | 6.29% | +1,297+3.6% | Added |
| Carlson Capital Management | 37,452 | $7.89M | 0.37% | −1,381−3.6% | Reduced |
| Beacon Investment Advisors LLC | 37,449 | $7.89M | 4.03% | +191+0.5% | Added |
| Pasadena Private Wealth, LLC | 37,420 | $7.88M | 1.82% | −732−1.9% | Reduced |
| Cary Street Partners Asset Management LLC | 37,416 | $7.88M | 1.16% | +5,417+16.9% | Added |
| Studio Investment Management LLC | 37,406 | $7.88M | 1.79% | −107−0.3% | Reduced |
| Acima Private Wealth, LLC | 37,403 | $7.88M | 2.89% | −3,457−8.5% | Reduced |
| Family Firm, Inc. | 37,367 | $7.87M | 1.75% | +175+0.5% | Added |
| SC&H Financial Advisors, Inc. | 37,291 | $7.85M | 1.92% | −2,365−6.0% | Reduced |
| JPL Wealth Management, LLC | 37,279 | $7.85M | 3.85% | +3,538+10.5% | Added |
| Ceera Investments, LLC | 37,251 | $7.85M | 3.32% | −7,967−17.6% | Reduced |
| Orser Capital Management, LLC | 37,214 | $7.84M | 6.38% | −32−0.1% | Reduced |
| NewSquare Capital LLC | 37,155 | $7.83M | 0.67% | +1,751+4.9% | Added |
| Morse Asset Management, Inc | 37,148 | $7.82M | 1.90% | +5,333+16.8% | Added |