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 |
|---|---|---|---|---|---|
| NavPoint Financial, Inc. | 34,225 | $7.21M | 6.26% | +90.0% | Added |
| Criterion Capital Advisors, LLC | 34,213 | $7.21M | 4.54% | +47+0.1% | Added |
| Riverbridge Partners LLC | 34,138 | $7.19M | 0.10% | −55−0.2% | Reduced |
| Platinum Investment Management Ltd | 34,133 | $7.19M | 0.29% | +34,133 | New |
| Davies Financial Advisors, Inc. | 34,117 | $7.19M | 6.71% | −1,498−4.2% | Reduced |
| Portside Wealth Group, LLC | 34,060 | $7.17M | 1.37% | −219−0.6% | Reduced |
| White Lighthouse Investment Management Inc. | 34,053 | $7.17M | 1.38% | −3,395−9.1% | Reduced |
| Samalin Investment Counsel, LLC | 33,972 | $7.16M | 3.34% | −2,163−6.0% | Reduced |
| Investment Partners, Ltd. | 33,961 | $7.15M | 3.21% | −1,917−5.3% | Reduced |
| Sutton Place Investors LLC | 33,947 | $7.15M | 4.76% | −6,304−15.7% | Reduced |
| Tempus Wealth Planning, LLC | 33,930 | $7.15M | 2.99% | +2,487+7.9% | Added |
| Abound Wealth Management | 33,906 | $7.14M | 2.63% | −55−0.2% | Reduced |
| Chase Investment Counsel Corp | 33,891 | $7.14M | 2.53% | +30,016+774.6% | Added |
| LCNB Corp | 33,869 | $7.13M | 2.66% | −469−1.4% | Reduced |
| Nvest Financial, LLC | 33,865 | $7.13M | 4.39% | −521−1.5% | Reduced |
| Osterweis Capital Management Inc | 33,749 | $7.11M | 0.37% | −436−1.3% | Reduced |
| Byrne Asset Management LLC | 33,154 | $7.10M | 5.07% | −148−0.4% | Reduced |
| Ellsworth Advisors, LLC | 33,678 | $7.09M | 1.98% | +102+0.3% | Added |
| Meridian Management Co | 33,657 | $7.09M | 1.95% | +584+1.8% | Added |
| ODonnell Financial Services, LLC | 33,644 | $7.09M | 3.15% | −1,977−5.6% | Reduced |
| Altman Advisors, Inc. | 33,624 | $7.08M | 4.03% | −25−0.1% | Reduced |
| Heritage Financial Services, LLC | 33,583 | $7.07M | 1.01% | −1,111−3.2% | Reduced |
| Norris Financial Group, LLC | 33,576 | $7.07M | 3.68% | −1,074−3.1% | Reduced |
| Mason & Associates Inc | 33,556 | $7.07M | 1.88% | +2,785+9.1% | Added |
| Dynasty Wealth Management, LLC | 33,550 | $7.07M | 0.21% | −2,129−6.0% | Reduced |
| Nova R Wealth, Inc. | 33,509 | $7.06M | 3.64% | −208−0.6% | Reduced |
| Legacy Edge Advisors, LLC | 33,494 | $7.05M | 1.30% | +6,532+24.2% | Added |
| Fortitude Advisory Group L.L.C. | 33,451 | $7.05M | 4.21% | −26,302−44.0% | Reduced |
| Etesian Wealth Advisors, Inc. | 33,447 | $7.04M | 3.96% | +1,317+4.1% | Added |
| Dynamic Technology Lab Private Ltd | 33,443 | $7.04M | 0.80% | +7,965+31.3% | Added |
| Howard Wealth Management, LLC | 33,438 | $7.04M | 5.55% | −895−2.6% | Reduced |
| Sprott Inc. | 33,432 | $7.04M | 0.52% | −5,308−13.7% | Reduced |
| Ayrshire Capital Management LLC | 33,414 | $7.04M | 3.59% | +1,193+3.7% | Added |
| Front Street Capital Management, Inc. | 33,397 | $7.04M | 1.35% | −376−1.1% | Reduced |
| Check Capital Management Inc | 33,390 | $7.03M | 0.51% | +1,006+3.1% | Added |
| ELCO Management Co., LLC | 33,331 | $7.02M | 4.09% | +1,814+5.8% | Added |
| Sather Financial Group Inc | 33,285 | $7.01M | 0.49% | −182−0.5% | Reduced |
| Andrew Hill Investment Advisors, Inc. | 33,270 | $7.01M | 5.81% | +28,288+567.8% | Added |
| Long Run Wealth Advisors, LLC | 33,263 | $7.01M | 1.77% | +3,458+11.6% | Added |
| Lakeshore Financial Planning, Inc. | 33,239 | $7.00M | 3.42% | −229−0.7% | Reduced |
| Pinnacle Bancorp, Inc. | 33,197 | $6.99M | 2.06% | −175−0.5% | Reduced |
| Ahl Investment Management, Inc. | 33,157 | $6.98M | 5.12% | +1,680+5.3% | Added |
| Aberdeen Wealth Management LLC | 33,135 | $6.98M | 4.72% | +515+1.6% | Added |
| Duff & Phelps Investment Management Co | 33,079 | $6.97M | 0.09% | −54,218−62.1% | Reduced |
| WD Rutherford LLC | 33,044 | $6.96M | 3.49% | −1,504−4.4% | Reduced |
| Monetta Financial Services Inc | 33,000 | $6.95M | 6.01% | 00.0% | Unchanged |
| Soviero Asset Management, LP | 33,000 | $6.95M | 5.34% | +33,000 | New |
| LifeSteps Financial, Inc. | 32,967 | $6.94M | 5.73% | −909−2.7% | Reduced |
| JNBA Financial Advisors | 32,965 | $6.94M | 0.73% | −1,055−3.1% | Reduced |
| Mayfair Advisory Group, LLC | 30,101 | $6.94M | 4.70% | −537−1.8% | Reduced |
| Ameliora Wealth Management Ltd. | 32,911 | $6.93M | 3.15% | −3,767−10.3% | Reduced |
| Pacific Sage Partners, LLC | 32,860 | $6.92M | 1.72% | +90.0% | Added |
| Peoples Bank | 32,763 | $6.90M | 3.58% | +3,338+11.3% | Added |
| Moran Wealth Management, LLC | 32,754 | $6.90M | 0.23% | +1,704+5.5% | Added |
| Investment Advisory Group, LLC | 32,723 | $6.89M | 2.66% | −253−0.8% | Reduced |
| Essex LLC | 32,575 | $6.86M | 1.53% | −1,037−3.1% | Reduced |
| Triangle Securities Wealth Management | 32,550 | $6.86M | 1.94% | −538−1.6% | Reduced |
| Horizon Investment Services, LLC | 32,521 | $6.85M | 3.23% | −1,766−5.2% | Reduced |
| HBW Advisory Services LLC | 32,498 | $6.84M | 1.14% | −13,848−29.9% | Reduced |
| Shorepoint Capital Partners LLC | 32,443 | $6.83M | 1.60% | −1,197−3.6% | Reduced |
| BCS Wealth Management | 32,442 | $6.83M | 3.32% | −2,736−7.8% | Reduced |
| Wealth Quarterback LLC | 32,433 | $6.83M | 3.87% | +330+1.0% | Added |
| Chesapeake Asset Management LLC | 32,415 | $6.83M | 6.55% | +2,480+8.3% | Added |
| Opus Investment Management Inc | 32,400 | $6.82M | 4.41% | 00.0% | Unchanged |
| Farrell Financial LLC | 32,367 | $6.82M | 5.31% | −17−0.1% | Reduced |
| Aft, Forsyth & Sober, LLC | 32,300 | $6.80M | 2.33% | 00.0% | Unchanged |
| Vaughan David Investments LLC | 32,231 | $6.79M | 0.17% | −5,259−14.0% | Reduced |
| Keeler Thomas Management LLC | 32,189 | $6.78M | 2.31% | −600−1.8% | Reduced |
| Crew Capital Management, Ltd. | 32,092 | $6.76M | 5.41% | −190−0.6% | Reduced |
| Baron Wealth Management LLC | 32,080 | $6.76M | 3.50% | +833+2.7% | Added |
| Coastwise Capital Group, LLC | 32,043 | $6.75M | 6.43% | −250−0.8% | Reduced |
| Glynn Capital Management LLC | 32,023 | $6.74M | 1.36% | 00.0% | Unchanged |
| Smith Shellnut Wilson LLC | 31,997 | $6.74M | 3.27% | 00.0% | Unchanged |
| Financial Partners Group, LLC | 31,995 | $6.74M | 2.62% | −1,638−4.9% | Reduced |
| Hidden Lake Asset Management LP | 31,990 | $6.74M | 5.74% | +31,990 | New |
| Wunderlich Capital Managemnt | 31,987 | $6.74M | 3.01% | −111−0.3% | Reduced |
| Opal Wealth Advisors, LLC | 31,927 | $6.72M | 2.16% | +2,496+8.5% | Added |
| Archer Investment Corp | 31,913 | $6.72M | 1.96% | +82+0.3% | Added |
| CMG Global Holdings, LLC | 31,885 | $6.72M | 4.44% | −1,248−3.8% | Reduced |
| Next Level Private LLC | 31,875 | $6.71M | 3.07% | −21,420−40.2% | Reduced |
| Anchor Capital Advisors LLC | 31,853 | $6.71M | 0.19% | −150−0.5% | Reduced |
| Ergawealth Advisors, Inc. | 31,852 | $6.71M | 3.65% | +669+2.1% | Added |
| Gerber, LLC | 31,814 | $6.70M | 5.27% | +100.0% | Added |
| ZRC Wealth Management, LLC | 31,773 | $6.69M | 3.17% | −269−0.8% | Reduced |
| Maxwell Wealth Strategies Inc. | 31,727 | $6.68M | 3.27% | −31−0.1% | Reduced |
| Monument Capital Management | 31,700 | $6.68M | 1.96% | −1,081−3.3% | Reduced |
| Strategic Advocates LLC | 31,692 | $6.68M | 2.65% | −9,511−23.1% | Reduced |
| River Street Advisors LLC | 31,675 | $6.67M | 4.14% | +1,034+3.4% | Added |
| Seascape Capital Management | 31,673 | $6.67M | 2.49% | +114+0.4% | Added |
| Security National Bank of Sioux City Iowa | 31,648 | $6.67M | 4.81% | −1,521−4.6% | Reduced |
| BEAM Asset Management, LLC | 31,612 | $6.66M | 2.22% | +19,354+157.9% | Added |
| Eley Financial Management, Inc | 31,606 | $6.66M | 2.82% | +80.0% | Added |
| Beaton Management Co. Inc. | 31,592 | $6.65M | 3.58% | −152−0.5% | Reduced |
| Cooper/Haims Advisors, LLC | 31,543 | $6.64M | 3.73% | +1,307+4.3% | Added |
| Alesco Advisors LLC | 31,507 | $6.64M | 0.22% | −1,859−5.6% | Reduced |
| Taylor & Morgan Wealth Management, LLC | 31,499 | $6.63M | 4.69% | −185−0.6% | Reduced |
| Madden Securities Corp | 31,487 | $6.63M | 2.94% | +90+0.3% | Added |
| Burton Enright Welch | 31,461 | $6.63M | 1.53% | +50.0% | Added |
| Petix & Botte Co | 31,424 | $6.62M | 1.87% | +12,650+67.4% | Added |
| Tarbox Family Office, Inc. | 31,400 | $6.61M | 1.17% | −31−0.1% | Reduced |