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 |
|---|---|---|---|---|---|
| Centennial Wealth Advisory LLC | 28,773 | $6.06M | 2.63% | +1,529+5.6% | Added |
| Black Diamond Financial, LLC | 28,762 | $6.06M | 1.17% | +1,434+5.2% | Added |
| Plotkin Financial Advisors, LLC | 28,752 | $6.06M | 3.89% | −1,633−5.4% | Reduced |
| RE Dickinson Investment Advisors, LLC | 28,745 | $6.05M | 3.68% | −1,021−3.4% | Reduced |
| Addison Advisors LLC | 28,725 | $6.05M | 1.95% | +382+1.3% | Added |
| Aveo Capital Partners, LLC | 28,713 | $6.05M | 0.69% | −7,141−19.9% | Reduced |
| TFB Advisors LLC | 28,652 | $6.03M | 1.97% | +4,181+17.1% | Added |
| Prudent Man Advisors, LLC | 28,167 | $6.03M | 2.13% | +951+3.5% | Added |
| Paragon Financial Partners, Inc. | 28,622 | $6.03M | 4.70% | +120.0% | Added |
| Bowman & Co S.C. | 28,578 | $6.02M | 3.48% | +1,394+5.1% | Added |
| Savvy Advisors, Inc. | 28,562 | $6.02M | 1.96% | +14,304+100.3% | Added |
| Sage Capital Management, LLC | 28,560 | $6.02M | 3.16% | +15+0.1% | Added |
| Clarity Capital Partners LLC | 28,515 | $6.01M | 3.68% | −128−0.4% | Reduced |
| Cardinal Point Capital Management, ULC | 28,457 | $5.99M | 1.04% | +955+3.5% | Added |
| Triton Wealth Management, PLLC | 26,616 | $5.99M | 3.50% | +387+1.5% | Added |
| Royal Harbor Partners, LLC | 28,432 | $5.99M | 2.48% | +961+3.5% | Added |
| Beacon Harbor Wealth Advisors, Inc. | 28,430 | $5.99M | 1.56% | +25,485+865.4% | Added |
| Bigelow Investment Advisors, LLC | 28,419 | $5.99M | 2.86% | −188−0.7% | Reduced |
| Bell Investment Advisors, Inc | 28,418 | $5.99M | 1.18% | −466−1.6% | Reduced |
| Corundum Group, Inc. | 28,361 | $5.97M | 2.33% | −4,281−13.1% | Reduced |
| First National Bank of Hutchinson | 28,341 | $5.97M | 3.81% | −949−3.2% | Reduced |
| Emerald Advisers, LLC | 28,340 | $5.97M | 0.25% | +2,198+8.4% | Added |
| RF&L Wealth Management, LLC | 28,309 | $5.96M | 4.54% | −7,000−19.8% | Reduced |
| Cortland Associates Inc | 28,284 | $5.96M | 0.75% | +509+1.8% | Added |
| Seelaus Asset Management LLC | 28,246 | $5.95M | 6.04% | −3,058−9.8% | Reduced |
| Argent Advisors, Inc. | 28,210 | $5.94M | 2.36% | 00.0% | Unchanged |
| waypoint wealth counsel | 28,190 | $5.94M | 4.54% | +95+0.3% | Added |
| Lion Street Advisors, LLC | 28,178 | $5.93M | 2.20% | −429−1.5% | Reduced |
| Sentinel Pension Advisors Inc | 28,147 | $5.93M | 1.23% | −1,494−5.0% | Reduced |
| Wagner Wealth Management, LLC | 28,106 | $5.92M | 1.77% | +1,135+4.2% | Added |
| Alliance Wealth Management Group | 28,057 | $5.91M | 1.69% | −2,037−6.8% | Reduced |
| Kolinsky Wealth Management, LLC | 28,026 | $5.90M | 4.23% | +1,739+6.6% | Added |
| Occudo Quantitative Strategies LP | 28,025 | $5.90M | 1.05% | +5,550+24.7% | Added |
| Edge Financial Advisors LLC | 28,021 | $5.90M | 6.11% | −2,915−9.4% | Reduced |
| My Personal CFO, LLC | 28,002 | $5.90M | 3.15% | +179+0.6% | Added |
| ICA Group Wealth Management, LLC | 27,982 | $5.89M | 3.54% | −42,878−60.5% | Reduced |
| Corrigan Financial, Inc. | 34,366 | $5.89M | 1.50% | 00.0% | Unchanged |
| MWA Asset Management | 27,965 | $5.89M | 4.20% | +25+0.1% | Added |
| WESCAP Management Group, Inc. | 27,927 | $5.88M | 1.67% | +551+2.0% | Added |
| Michael B. Yongue | 27,910 | $5.88M | 5.06% | −1,584−5.4% | Reduced |
| M. Kraus & Co | 27,884 | $5.87M | 1.80% | −616−2.2% | Reduced |
| Tandem Capital Management Corp | 25,937 | $5.87M | 3.22% | −369−1.4% | Reduced |
| Total Clarity Wealth Management, Inc. | 27,859 | $5.87M | 2.04% | −1,726−5.8% | Reduced |
| Edmonds Duncan Registered Investment Advisors, LLC | 27,838 | $5.86M | 1.43% | −91−0.3% | Reduced |
| Westshore Wealth, LLC | 27,822 | $5.86M | 2.43% | −664−2.3% | Reduced |
| Libra Wealth LLC | 27,809 | $5.86M | 2.54% | +1,001+3.7% | Added |
| Richmond Brothers, Inc. | 27,758 | $5.85M | 11.56% | −2,381−7.9% | Reduced |
| Integrity Financial Corp | 27,755 | $5.85M | 3.66% | −1,645−5.6% | Reduced |
| Exchange Capital Management, Inc. | 27,752 | $5.85M | 0.95% | −1,626−5.5% | Reduced |
| SFI Advisors, LLC | 27,692 | $5.83M | 4.49% | +100+0.4% | Added |
| Somerset Group LLC | 27,650 | $5.82M | 5.17% | +631+2.3% | Added |
| Granite Harbor Advisors, Inc. | 27,609 | $5.81M | 3.69% | +630+2.3% | Added |
| Pacific Wealth Strategies Group, Inc. | 27,607 | $5.81M | 4.80% | −2,186−7.3% | Reduced |
| Cahaba Wealth Management, Inc. | 27,601 | $5.81M | 0.51% | −1,118−3.9% | Reduced |
| Regency Capital Management Inc. | 27,534 | $5.80M | 3.73% | −4,422−13.8% | Reduced |
| Bright Valley Capital Ltd | 27,500 | $5.79M | 6.53% | +27,500 | New |
| One Charles Private Wealth Services, LLC | 27,487 | $5.79M | 2.41% | −1,370−4.7% | Reduced |
| Herbst Group, LLC | 27,484 | $5.79M | 3.52% | −100.0% | Reduced |
| Lifeworks Advisors, LLC | 27,454 | $5.78M | 1.61% | +2,972+12.1% | Added |
| Cynosure Management, LLC | 27,407 | $5.77M | 0.93% | +1,086+4.1% | Added |
| Great Diamond Partners, LLC | 27,404 | $5.77M | 1.36% | −1,588−5.5% | Reduced |
| Marshall & Sullivan Inc | 27,348 | $5.76M | 2.88% | −119−0.4% | Reduced |
| RW Investment Management LLC | 27,331 | $5.76M | 0.78% | −2,020−6.9% | Reduced |
| Alaska Permanent Fund Corp | 25,886 | $5.75M | 0.09% | −221−0.8% | Reduced |
| Fullcircle Wealth LLC | 26,285 | $5.74M | 2.82% | +26,285 | New |
| Argus Investors' Counsel, Inc. | 27,124 | $5.71M | 3.51% | −308−1.1% | Reduced |
| Icapital Wealth LLC | 27,121 | $5.71M | 3.12% | +1,049+4.0% | Added |
| New Republic Capital, LLC | 27,098 | $5.71M | 2.87% | +3,752+16.1% | Added |
| Pinnacle Family Advisors, LLC | 27,076 | $5.70M | 3.15% | −251−0.9% | Reduced |
| Butensky & Cohen Financial Security, Inc | 27,066 | $5.70M | 1.81% | +125+0.5% | Added |
| Magnolia Capital Management Ltd | 27,016 | $5.69M | 4.78% | +265+1.0% | Added |
| DDFG, Inc | 27,014 | $5.69M | 1.76% | +79+0.3% | Added |
| Deuterium Capital Management, LLC | 27,000 | $5.69M | 9.58% | −18,000−40.0% | Reduced |
| Archvest Wealth Advisors, Inc. | 26,198 | $5.68M | 3.76% | −143−0.5% | Reduced |
| Sym Financial Corp | 26,931 | $5.67M | 0.90% | +6,060+29.0% | Added |
| Bey-Douglas LLC | 26,905 | $5.67M | 5.24% | −1,808−6.3% | Reduced |
| Regis Management CO LLC | 26,902 | $5.67M | 1.71% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 26,866 | $5.66M | 0.47% | +12,011+80.9% | Added |
| Strategic Family Wealth Counselors, L.L.C. | 26,839 | $5.65M | 2.15% | −139−0.5% | Reduced |
| Gries Financial LLC | 26,802 | $5.65M | 1.16% | −30,789−53.5% | Reduced |
| Options Solutions, LLC | 26,767 | $5.64M | 3.38% | −3,929−12.8% | Reduced |
| Hamilton Capital, LLC | 26,763 | $5.64M | 0.43% | −49−0.2% | Reduced |
| Redwood Investments, LLC | 30,897 | $5.62M | 1.91% | −8,206−21.0% | Reduced |
| West Oak Capital, LLC | 26,670 | $5.62M | 2.26% | −660−2.4% | Reduced |
| Clayton Financial Group LLC | 32,694 | $5.61M | 2.42% | +403+1.2% | Added |
| LWM Advisory Services, LLC | 26,596 | $5.60M | 4.72% | −2,264−7.8% | Reduced |
| Castleview Partners, LLC | 26,592 | $5.60M | 3.18% | +4,479+20.3% | Added |
| Ullmann Financial Group, Inc. | 26,577 | $5.60M | 0.80% | +2,299+9.5% | Added |
| Breed's Hill Capital LLC | 26,540 | $5.59M | 4.95% | +270+1.0% | Added |
| Deltec Asset Management LLC | 26,520 | $5.59M | 1.07% | +1,516+6.1% | Added |
| Collaborative Wealth Managment Inc. | 26,511 | $5.58M | 2.73% | −75−0.3% | Reduced |
| Values Added Financial LLC | 26,474 | $5.58M | 4.02% | +1,098+4.3% | Added |
| Grey Fox Wealth Advisors, LLC | 26,445 | $5.57M | 1.96% | −36−0.1% | Reduced |
| Affinity Wealth Management LLC | 26,420 | $5.56M | 1.02% | +964+3.8% | Added |
| Austin Wealth Management, LLC | 24,374 | $5.55M | 1.30% | +672+2.8% | Added |
| TPG Advisors LLC | 26,303 | $5.54M | 4.72% | +26,303 | New |
| WMG Financial Advisors, LLC | 26,289 | $5.54M | 2.93% | +3,290+14.3% | Added |
| Trustco Bank Corp N Y | 26,241 | $5.53M | 5.88% | −260−1.0% | Reduced |
| McRae Capital Management Inc | 26,203 | $5.52M | 1.26% | −1,800−6.4% | Reduced |
| MGO Private Wealth, LLC | 26,198 | $5.52M | 3.47% | −546−2.0% | Reduced |