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 11 sales; 6,152 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 | 6,152 | $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 |
|---|---|---|---|---|---|
| Wilson & Boucher Capital Management, LLC | 37,061 | $7.81M | 5.98% | +94+0.3% | Added |
| Aua Capital Management, LLC | 36,982 | $7.79M | 4.69% | 00.0% | Unchanged |
| NCM Capital Management, LLC | 36,940 | $7.78M | 4.08% | −451−1.2% | Reduced |
| Madrona Financial Services, LLC | 36,894 | $7.77M | 2.39% | −210−0.6% | Reduced |
| Lokken Investment Group LLC | 36,881 | $7.77M | 3.65% | +563+1.6% | Added |
| Vista Capital Partners, Inc. | 36,876 | $7.77M | 0.96% | +1,027+2.9% | Added |
| Sterling Group Wealth Management, LLC | 36,855 | $7.76M | 4.46% | +36,855 | New |
| Ellenbecker Investment Group | 36,816 | $7.75M | 1.56% | +155+0.4% | Added |
| Investment Partners Asset Management, Inc. | 36,812 | $7.75M | 6.91% | −274−0.7% | Reduced |
| Walden Wealth Partners LLC | 36,789 | $7.75M | 4.33% | +40.0% | Added |
| Pettee Investors, Inc. | 36,773 | $7.75M | 3.73% | −57−0.2% | Reduced |
| Promethos Capital, LLC | 36,750 | $7.74M | 2.93% | +36,750 | New |
| Choice Wealth Advisors, LLC | 36,541 | $7.70M | 4.08% | 00.0% | Unchanged |
| O'Brien Wealth Partners LLC | 36,454 | $7.68M | 1.73% | +14,795+68.3% | Added |
| Chaney Capital Management, Inc. | 36,443 | $7.68M | 5.09% | +6,451+21.5% | Added |
| Trilogy Capital Inc. | 36,417 | $7.67M | 0.42% | +23,194+175.4% | Added |
| Yarger Wealth Strategies, LLC | 36,390 | $7.66M | 4.61% | −40.0% | Reduced |
| Cowa, LLC | 36,298 | $7.65M | 4.08% | +2,715+8.1% | Added |
| Gratus Wealth Advisors, LLC | 34,062 | $7.64M | 1.32% | −1,202−3.4% | Reduced |
| New England Research & Management, Inc. | 36,253 | $7.64M | 3.67% | +3,551+10.9% | Added |
| McBroom & Associates, LLC | 36,241 | $7.63M | 4.78% | +527+1.5% | Added |
| Veracity Capital LLC | 36,237 | $7.63M | 3.18% | −2,207−5.7% | Reduced |
| American Financial Advisors, LLC | 36,229 | $7.63M | 1.09% | −1,230−3.3% | Reduced |
| WR Wealth Planners, LLC | 36,228 | $7.63M | 2.33% | −456−1.2% | Reduced |
| StrongBox Wealth, LLC | 36,221 | $7.63M | 3.60% | +5,736+18.8% | Added |
| Milestone Asset Management, LLC | 36,215 | $7.63M | 1.91% | −9,245−20.3% | Reduced |
| Arbor Trust Wealth Advisors, LLC | 36,209 | $7.63M | 4.00% | +22+0.1% | Added |
| Peregrine Asset Advisers, Inc. | 36,204 | $7.63M | 3.04% | +7,636+26.7% | Added |
| Asset Advisors Investment Management, LLC | 36,191 | $7.62M | 0.83% | +24,632+213.1% | Added |
| Oxinas Partners Wealth Management LLC | 36,186 | $7.62M | 5.07% | +247+0.7% | Added |
| Alcosta Capital Management, Inc. | 36,101 | $7.60M | 4.68% | −207−0.6% | Reduced |
| Pacific Center for Financial Services | 36,063 | $7.60M | 2.13% | +6,191+20.7% | Added |
| Arista Wealth Management, LLC | 35,995 | $7.58M | 1.99% | +23,708+193.0% | Added |
| Shoker Investment Counsel, Inc. | 35,968 | $7.58M | 2.67% | −1,071−2.9% | Reduced |
| First Personal Financial Services | 35,953 | $7.57M | 1.71% | −396−1.1% | Reduced |
| Hourglass Capital, LLC | 35,933 | $7.57M | 2.25% | +30+0.1% | Added |
| Alta Wealth Advisors LLC | 35,870 | $7.55M | 3.77% | +310+0.9% | Added |
| Symphony Financial Services, Inc. | 31,909 | $7.54M | 6.55% | +31,909 | New |
| Cutter & CO Brokerage, Inc. | 35,804 | $7.54M | 1.83% | −640−1.8% | Reduced |
| Fingerlakes Wealth Management, Inc. | 35,783 | $7.54M | 6.76% | +62+0.2% | Added |
| Planning Center, Inc. | 35,743 | $7.53M | 0.98% | −1,501−4.0% | Reduced |
| Youngs Advisory Group, Inc. | 35,652 | $7.51M | 3.30% | −2,813−7.3% | Reduced |
| Boltwood Capital Management | 35,646 | $7.51M | 2.35% | −727−2.0% | Reduced |
| Greenspring Advisors, LLC | 35,612 | $7.50M | 1.81% | +1,120+3.2% | Added |
| Colorado Capital Management, Inc. | 35,606 | $7.50M | 4.22% | −5,214−12.8% | Reduced |
| Gateway Wealth Partners, LLC | 35,553 | $7.49M | 2.26% | +9,536+36.7% | Added |
| Inspire Trust Co, N.A. | 35,528 | $7.48M | 2.47% | +13,334+60.1% | Added |
| Trueblood Wealth Management, LLC | 35,466 | $7.47M | 4.22% | −152−0.4% | Reduced |
| PPS&V Asset Management Consultants, Inc. | 35,449 | $7.47M | 5.35% | −150−0.4% | Reduced |
| Integrated Investment Consultants, LLC | 43,506 | $7.46M | 2.05% | 00.0% | Unchanged |
| Weaver Consulting Group | 35,420 | $7.46M | 2.60% | −3,636−9.3% | Reduced |
| Aurora Private Wealth, Inc. | 35,421 | $7.46M | 6.53% | −892−2.5% | Reduced |
| Allred Capital Management, LLC | 35,410 | $7.46M | 2.86% | −224−0.6% | Reduced |
| Ulland Investment Advisors, LLC | 35,387 | $7.45M | 5.18% | −30−0.1% | Reduced |
| Elevated Capital Advisors, LLC | 35,355 | $7.45M | 2.09% | +2,163+6.5% | Added |
| Summit Place Financial Advisors, LLC | 35,341 | $7.44M | 4.40% | +485+1.4% | Added |
| PSI Advisors, LLC | 35,322 | $7.44M | 2.35% | +1,082+3.2% | Added |
| Rip Road Capital Partners LP | 35,300 | $7.43M | 6.53% | +35,300 | New |
| Benchmark Financial Wealth Advisors, LLC | 35,287 | $7.43M | 2.75% | −2,240−6.0% | Reduced |
| tru Independence LLC | 35,274 | $7.43M | 2.24% | +213+0.6% | Added |
| Barry Investment Advisors, LLC | 35,232 | $7.42M | 2.50% | −451−1.3% | Reduced |
| Gitterman Wealth Management, LLC | 35,204 | $7.41M | 2.86% | −543−1.5% | Reduced |
| Marion Wealth Management | 35,182 | $7.41M | 2.18% | +1,192+3.5% | Added |
| New Century Financial Group, LLC | 35,177 | $7.41M | 3.15% | +23,080+190.8% | Added |
| Capital Management Associates, Inc | 35,120 | $7.40M | 4.48% | −3,937−10.1% | Reduced |
| Denver Wealth Management, Inc. | 35,118 | $7.40M | 3.70% | −887−2.5% | Reduced |
| Arnhold LLC | 35,067 | $7.39M | 0.78% | 00.0% | Unchanged |
| Madison Wealth Partners, Inc | 35,052 | $7.38M | 2.53% | −231−0.7% | Reduced |
| Mattson Financial Services, LLC | 34,998 | $7.37M | 2.63% | +34,998 | New |
| BTG Pactual Asset Management US LLC | 34,982 | $7.37M | 1.85% | +34,982 | New |
| Paradiem, LLC | 34,976 | $7.37M | 1.85% | 00.0% | Unchanged |
| Cora Capital Advisors LLC | 34,971 | $7.37M | 3.79% | −1,199−3.3% | Reduced |
| Beacon Financial Advisory LLC | 34,855 | $7.34M | 2.74% | +6,497+22.9% | Added |
| Aprio Wealth Management, LLC | 34,748 | $7.32M | 1.33% | +52+0.1% | Added |
| Fortis Capital Management LLC | 34,736 | $7.32M | 1.56% | +16,143+86.8% | Added |
| WFA Asset Management Corp | 34,708 | $7.31M | 4.13% | −2,022−5.5% | Reduced |
| SYSTM Wealth Solutions LLC | 34,705 | $7.31M | 1.63% | −17,188−33.1% | Reduced |
| Omnia Family Wealth, LLC | 34,696 | $7.31M | 3.09% | +1,756+5.3% | Added |
| Correct Capital Wealth Management | 34,667 | $7.30M | 1.71% | +1,227+3.7% | Added |
| Montz Harcus Wealth Management LLC | 34,662 | $7.30M | 4.73% | −19−0.1% | Reduced |
| Retirement Planning Co of New England, Inc. | 34,626 | $7.29M | 3.97% | −183−0.5% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 34,626 | $7.29M | 1.58% | +342+1.0% | Added |
| BOS Asset Management, LLC | 34,523 | $7.27M | 3.35% | −175−0.5% | Reduced |
| Fruth Investment Management | 34,524 | $7.27M | 1.98% | −54−0.2% | Reduced |
| Legacy Financial Group, Inc. | 34,512 | $7.27M | 2.75% | −468−1.3% | Reduced |
| Leelyn Smith, LLC | 34,492 | $7.26M | 1.40% | +140.0% | Added |
| Paragon Private Wealth Management, LLC | 34,458 | $7.26M | 4.10% | −4,092−10.6% | Reduced |
| Teza Capital Management LLC | 34,447 | $7.26M | 0.89% | −603−1.7% | Reduced |
| Bridge Advisory, LLC | 34,413 | $7.25M | 3.57% | +851+2.5% | Added |
| Clark Financial Services Group Inc | 34,413 | $7.25M | 7.64% | −2,509−6.8% | Reduced |
| BOCHK Asset Management Ltd | 34,400 | $7.25M | 2.37% | +34,400 | New |
| Hudock, Inc. | 34,357 | $7.24M | 1.35% | −82−0.2% | Reduced |
| Long Road Investment Counsel, LLC | 34,351 | $7.24M | 3.15% | 00.0% | Unchanged |
| Brio Consultants, LLC | 34,327 | $7.23M | 1.19% | +2,976+9.5% | Added |
| Sachetta, LLC | 33,016 | $7.22M | 3.14% | +260+0.8% | Added |
| Glass Wealth Management Co LLC | 34,272 | $7.22M | 4.22% | +120.0% | Added |
| Lodestone Wealth Management LLC | 34,265 | $7.22M | 3.84% | +78+0.2% | Added |
| LaSalle St. Investment Advisors, LLC | 34,248 | $7.21M | 3.61% | +9,460+38.2% | Added |
| MGB Wealth Management, LLC | 31,346 | $7.21M | 2.70% | +123+0.4% | Added |
| Register Financial Advisors LLC | 34,231 | $7.21M | 3.64% | +1,019+3.1% | Added |