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 |
|---|---|---|---|---|---|
| Barton Investment Management | 31,344 | $6.60M | 0.88% | −1,700−5.1% | Reduced |
| 1858 Wealth Management, LLC | 31,270 | $6.59M | 5.47% | +3,452+12.4% | Added |
| Kampmann Melissa S. | 31,233 | $6.58M | 4.80% | −1,041−3.2% | Reduced |
| Willis Johnson & Associates, Inc. | 31,205 | $6.57M | 0.54% | +585+1.9% | Added |
| Tilia Fiduciary Partners, Inc. | 31,160 | $6.56M | 5.13% | +866+2.9% | Added |
| Evolution Wealth Advisors, LLC | 31,109 | $6.56M | 1.28% | +4,295+16.0% | Added |
| Legacy Financial Strategies, LLC | 29,613 | $6.56M | 1.58% | +862+3.0% | Added |
| Kinsale Capital Group, Inc. | 31,069 | $6.54M | 2.27% | +5,905+23.5% | Added |
| Barrett & Company, Inc. | 31,049 | $6.54M | 2.96% | +62+0.2% | Added |
| Wynn Capital, LLC | 31,046 | $6.54M | 4.84% | +309+1.0% | Added |
| Fiera Capital Corp | 31,046 | $6.54M | 0.02% | −4,650−13.0% | Reduced |
| McCarthy Asset Management, Inc. | 31,044 | $6.54M | 3.85% | −86−0.3% | Reduced |
| Permanens Capital L.P. | 31,012 | $6.53M | 0.67% | +3,265+11.8% | Added |
| Goldstein Advisors, LLC | 30,995 | $6.53M | 1.09% | +27+0.1% | Added |
| Center for Financial Planning, Inc. | 30,990 | $6.53M | 0.94% | +71+0.2% | Added |
| Private Wealth Strategies, L.L.C. | 30,971 | $6.52M | 1.31% | −1,050−3.3% | Reduced |
| Cantor Fitzgerald Investment Adviser L.P. | 30,894 | $6.51M | 0.50% | +357+1.2% | Added |
| Hilltop Partners LLC | 30,877 | $6.50M | 2.40% | +82+0.3% | Added |
| Total Investment Management Inc | 30,825 | $6.49M | 0.85% | −979−3.1% | Reduced |
| Snider Financial Group | 30,824 | $6.49M | 2.51% | +300+1.0% | Added |
| Needham Investment Management LLC | 30,750 | $6.48M | 0.53% | 00.0% | Unchanged |
| Altus Wealth Group LLC | 30,742 | $6.47M | 3.24% | +291+1.0% | Added |
| Jacobsen Capital Management | 30,715 | $6.47M | 2.89% | +1,542+5.3% | Added |
| Dempze Nancy E | 30,707 | $6.47M | 4.44% | +517+1.7% | Added |
| 49 Wealth Management, LLC | 29,831 | $6.47M | 1.27% | +4,627+18.4% | Added |
| Atom Investors LP | 30,681 | $6.46M | 0.65% | +3,983+14.9% | Added |
| Vectors Research Management, LLC | 30,655 | $6.46M | 1.98% | +160+0.5% | Added |
| Garrison Point Advisors, LLC | 30,641 | $6.45M | 4.26% | −559−1.8% | Reduced |
| Riverview Trust Co | 30,569 | $6.44M | 6.10% | −11,128−26.7% | Reduced |
| JBR Co Financial Management Inc | 30,559 | $6.44M | 4.52% | 00.0% | Unchanged |
| Home Federal Bank of Tennessee | 30,550 | $6.43M | 1.96% | +452+1.5% | Added |
| Counterweight Ventures, LLC | 30,531 | $6.43M | 4.86% | +672+2.3% | Added |
| Colton Groome Financial Advisors, LLC | 30,509 | $6.43M | 2.53% | +333+1.1% | Added |
| G2 Capital Management, LLC | 30,483 | $6.42M | 2.00% | +29+0.1% | Added |
| Cascade Investment Group, Inc. | 30,437 | $6.41M | 5.00% | −1,696−5.3% | Reduced |
| NRI Wealth Management LC | 30,420 | $6.41M | 4.97% | +508+1.7% | Added |
| Sentry LLC | 30,410 | $6.40M | 1.18% | −330−1.1% | Reduced |
| Landaas & Co | 30,273 | $6.39M | 1.95% | +164+0.5% | Added |
| Ashton Thomas Securities, LLC | 27,913 | $6.38M | 1.55% | +27,913 | New |
| Syntax Research, Inc. | 30,244 | $6.37M | 5.04% | +21+0.1% | Added |
| First National Bank | 30,201 | $6.36M | 4.70% | +956+3.3% | Added |
| Eclectic Associates Inc | 30,169 | $6.35M | 2.83% | +25+0.1% | Added |
| Hanson & Doremus Investment Management | 30,156 | $6.35M | 1.06% | −600−2.0% | Reduced |
| Graphene Investments SAS | 30,100 | $6.34M | 3.98% | −24,600−45.0% | Reduced |
| Truvestments Capital LLC | 30,098 | $6.34M | 2.53% | +412+1.4% | Added |
| Socorro Asset Management LP | 30,035 | $6.33M | 2.46% | −5,087−14.5% | Reduced |
| Noesis Capital Mangement Corp | 30,007 | $6.32M | 1.40% | +959+3.3% | Added |
| Boit C F David | 30,002 | $6.32M | 3.29% | 00.0% | Unchanged |
| Intrinsic Edge Capital Management LLC | 30,000 | $6.32M | 0.61% | +30,000 | New |
| Pinkerton Retirement Specialists, LLC | 29,973 | $6.31M | 0.97% | −443−1.5% | Reduced |
| Seven Mile Advisory | 29,968 | $6.31M | 4.64% | −4,535−13.1% | Reduced |
| Quattro Financial Advisors LLC | 29,929 | $6.30M | 1.65% | +7,069+30.9% | Added |
| Eisler Capital (US) LLC | 29,909 | $6.30M | 1.19% | +15,285+104.5% | Added |
| Astoria Portfolio Advisors LLC. | 29,901 | $6.30M | 2.25% | +599+2.0% | Added |
| Pin Oak Investment Advisors Inc | 29,891 | $6.30M | 6.02% | −354−1.2% | Reduced |
| Ramirez Asset Management, Inc. | 29,877 | $6.29M | 1.28% | 00.0% | Unchanged |
| Okabena Investment Services Inc | 29,861 | $6.29M | 2.00% | +7,475+33.4% | Added |
| Guinness Atkinson Asset Management Inc | 29,832 | $6.28M | 3.08% | 00.0% | Unchanged |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 29,797 | $6.28M | 2.39% | +25,996+683.9% | Added |
| Lantz Financial LLC | 29,751 | $6.27M | 1.95% | +2,361+8.6% | Added |
| Hudson Capital Management LLC | 29,745 | $6.26M | 2.10% | +1,295+4.6% | Added |
| Shira Ridge Wealth Management | 29,708 | $6.26M | 3.49% | −135−0.5% | Reduced |
| Laidlaw Wealth Management LLC | 29,649 | $6.24M | 3.43% | −6,554−18.1% | Reduced |
| Aldebaran Financial Inc. | 29,643 | $6.24M | 8.65% | +308+1.0% | Added |
| McAlister, Sweet & Associates, Inc. | 29,628 | $6.24M | 4.48% | −318−1.1% | Reduced |
| Burr Financial Services, LLC | 29,553 | $6.22M | 4.35% | +18,613+170.1% | Added |
| Lakeridge Wealth Management LLC | 29,530 | $6.22M | 3.74% | +23+0.1% | Added |
| Rockbridge Investment Management, LCC | 29,459 | $6.20M | 0.88% | −1,696−5.4% | Reduced |
| Gould Asset Management LLC | 29,440 | $6.20M | 1.43% | −123−0.4% | Reduced |
| Trinity Financial Advisors LLC | 29,427 | $6.20M | 2.77% | +653+2.3% | Added |
| Retirement Capital Strategies | 29,390 | $6.19M | 2.48% | −217−0.7% | Reduced |
| Accel Wealth Management | 29,363 | $6.18M | 2.48% | +2,804+10.6% | Added |
| Five Oceans Advisors | 29,361 | $6.18M | 3.24% | +706+2.5% | Added |
| FORA Capital, LLC | 29,346 | $6.18M | 0.75% | −89,627−75.3% | Reduced |
| Convergence Investment Partners, LLC | 29,334 | $6.18M | 1.81% | +769+2.7% | Added |
| RiverPark Advisors, LLC | 29,317 | $6.17M | 5.11% | −1,362−4.4% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 29,262 | $6.16M | 2.41% | +878+3.1% | Added |
| Insight Inv LLC | 29,245 | $6.16M | 5.32% | −155−0.5% | Reduced |
| Monticello Wealth Management, LLC | 29,222 | $6.15M | 0.58% | −672−2.2% | Reduced |
| Advance Capital Management, Inc. | 29,216 | $6.15M | 0.29% | −583−2.0% | Reduced |
| Echo Wealth Management, LLC | 29,185 | $6.15M | 4.63% | +11,550+65.5% | Added |
| Unio Capital LLC | 29,169 | $6.14M | 2.58% | −2,045−6.6% | Reduced |
| Well Done, LLC | 29,168 | $6.14M | 1.28% | +177+0.6% | Added |
| Landmark Wealth Management, Inc. | 29,158 | $6.14M | 3.38% | −419−1.4% | Reduced |
| Exchange Bank | 29,155 | $6.14M | 5.22% | −179−0.6% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 29,135 | $6.14M | 3.24% | −302−1.0% | Reduced |
| WBI Investments | 29,120 | $6.13M | 1.49% | +21,917+304.3% | Added |
| W.H. Cornerstone Investments Inc. | 29,099 | $6.13M | 4.34% | −205−0.7% | Reduced |
| Blankinship & Foster, LLC | 29,036 | $6.12M | 1.58% | +883+3.1% | Added |
| Crown Wealth Group, LLC | 29,024 | $6.11M | 3.05% | −973−3.2% | Reduced |
| Sunpointe, LLC | 29,017 | $6.11M | 3.98% | +3,979+15.9% | Added |
| Banco de Sabadell, S.A | 29,012 | $6.11M | 4.48% | +1,980+7.3% | Added |
| Unison Asset Management LLC | 29,002 | $6.11M | 3.09% | +189+0.7% | Added |
| Act Wealth Management, LLC | 28,998 | $6.11M | 3.01% | −10.0% | Reduced |
| Schear Investment Advisers, LLC | 28,949 | $6.10M | 4.40% | −798−2.7% | Reduced |
| Auxier Asset Management | 28,940 | $6.10M | 0.97% | −46−0.2% | Reduced |
| Widmann Financial Services, Inc. | 28,932 | $6.09M | 4.96% | −181−0.6% | Reduced |
| Burt Wealth Advisors | 28,831 | $6.07M | 1.60% | −8,534−22.8% | Reduced |
| Valtinson Bruner Financial Planning LLC | 28,806 | $6.07M | 2.41% | +16,295+130.2% | Added |
| Provident Trust Co | 28,785 | $6.06M | 0.11% | −290−1.0% | Reduced |