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 |
|---|---|---|---|---|---|
| Richardson Financial Services Inc. | 26,185 | $5.52M | 3.97% | −743−2.8% | Reduced |
| MeadowBrook Investment Advisors LLC | 26,155 | $5.51M | 5.22% | −465−1.7% | Reduced |
| Neo Ivy Capital Management | 26,144 | $5.51M | 1.08% | +26,144 | New |
| Worth Financial Advisory Group, LLC | 26,129 | $5.50M | 3.61% | −236−0.9% | Reduced |
| Certus Wealth Management, LLC | 26,091 | $5.50M | 4.17% | 00.0% | Unchanged |
| NorthStar Asset Management LLC | 26,071 | $5.49M | 3.81% | +642+2.5% | Added |
| Greenup Street Wealth Management LLC | 26,061 | $5.49M | 1.29% | +12,362+90.2% | Added |
| Schrum Private Wealth Management LLC | 26,048 | $5.49M | 4.95% | −605−2.3% | Reduced |
| Spectrum Wealth Advisory Group, LLC | 26,009 | $5.48M | 5.86% | +214+0.8% | Added |
| JBF Capital, Inc. | 26,000 | $5.48M | 0.85% | 00.0% | Unchanged |
| Prosperity Wealth Management, Inc. | 25,995 | $5.48M | 2.69% | +248+1.0% | Added |
| ShoreHaven Wealth Partners, LLC | 25,935 | $5.46M | 2.87% | −487−1.8% | Reduced |
| Austin Asset Management Co Inc | 25,933 | $5.46M | 1.12% | −305−1.2% | Reduced |
| Royal Capital Wealth Management, LLC | 25,929 | $5.46M | 4.11% | +1,174+4.7% | Added |
| Hoxton Planning & Management, LLC | 25,910 | $5.46M | 2.54% | −651−2.5% | Reduced |
| Legacy Capital Wealth Partners, LLC | 25,893 | $5.45M | 1.39% | +16,971+190.2% | Added |
| Evergreen Private Wealth LLC | 25,888 | $5.45M | 2.69% | +402+1.6% | Added |
| Raleigh Capital Management Inc. | 25,887 | $5.45M | 2.32% | +3,218+14.2% | Added |
| PrairieView Partners, LLC | 25,871 | $5.45M | 0.61% | +939+3.8% | Added |
| E&G Advisors, LP | 25,863 | $5.45M | 1.60% | −534−2.0% | Reduced |
| American State Bank (Iowa) | 25,859 | $5.45M | 3.49% | +9,651+59.5% | Added |
| Maxi Investments CY Ltd | 25,857 | $5.45M | 1.23% | +17,175+197.8% | Added |
| American Institute for Advanced Investment Management, LLP | 25,797 | $5.43M | 4.16% | −170−0.7% | Reduced |
| Emprise Bank | 25,789 | $5.43M | 3.35% | −244−0.9% | Reduced |
| Tennessee Valley Asset Management Partners | 25,762 | $5.43M | 1.02% | +6,541+34.0% | Added |
| Tanaka Capital Management Inc | 25,715 | $5.42M | 12.82% | −445−1.7% | Reduced |
| Advanced Portfolio Management, LLC | 25,702 | $5.41M | 3.74% | 00.0% | Unchanged |
| Mendel Capital Management LLC | 25,670 | $5.41M | 3.49% | −37−0.1% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 25,135 | $5.39M | 1.86% | −24,977−49.8% | Reduced |
| Green Square Capital Advisors LLC | 25,604 | $5.39M | 0.74% | −7,500−22.7% | Reduced |
| Marest Capital, LLC | 25,598 | $5.39M | 4.79% | +31+0.1% | Added |
| Creekmur Asset Management LLC | 25,588 | $5.39M | 1.39% | +564+2.3% | Added |
| Addison Capital Co | 25,587 | $5.39M | 2.34% | −1,758−6.4% | Reduced |
| Mountain Capital Investment Advisors, Inc | 22,954 | $5.38M | 1.34% | −16−0.1% | Reduced |
| Arbor Investment Advisors, LLC | 25,503 | $5.37M | 0.79% | −31,922−55.6% | Reduced |
| Creative Capital Management Investments LLC | 25,496 | $5.37M | 2.61% | −220−0.9% | Reduced |
| Wiser Advisor Group LLC | 25,492 | $5.37M | 8.44% | −465−1.8% | Reduced |
| Robbins Farley LLC | 25,458 | $5.36M | 2.85% | +442+1.8% | Added |
| Hengehold Capital Management LLC | 25,427 | $5.36M | 0.56% | −203−0.8% | Reduced |
| MBA Advisors LLC | 25,424 | $5.35M | 2.74% | −668−2.6% | Reduced |
| Summit Wealth Group, LLC | 25,402 | $5.35M | 1.61% | −13,340−34.4% | Reduced |
| IronBridge Private Wealth, LLC | 25,383 | $5.35M | 2.00% | +54+0.2% | Added |
| Court Place Advisors, LLC | 25,314 | $5.33M | 1.67% | +157+0.6% | Added |
| ICW Investment Advisors LLC | 25,304 | $5.33M | 2.42% | −458−1.8% | Reduced |
| Connective Capital Management, LLC | 25,295 | $5.33M | 10.02% | −2,061−7.5% | Reduced |
| Audent Global Asset Management, LLC | 25,292 | $5.33M | 5.55% | −3,556−12.3% | Reduced |
| Pine Ridge Advisers LLC | 25,210 | $5.31M | 0.57% | −10,030−28.5% | Reduced |
| Eldridge Investment Advisors, Inc. | 25,195 | $5.31M | 1.34% | +871+3.6% | Added |
| Sunburst Financial Group, LLC | 25,193 | $5.31M | 1.44% | −120.0% | Reduced |
| Legacy CG, LLC | 25,191 | $5.31M | 1.81% | +1,670+7.1% | Added |
| Advisory Resource Group | 25,131 | $5.29M | 1.19% | +4,480+21.7% | Added |
| Hyperion Partners, LLC | 25,128 | $5.29M | 3.78% | −422−1.7% | Reduced |
| Sentinus, LLC | 25,084 | $5.28M | 1.72% | +1,133+4.7% | Added |
| Charles Schwab Trust Co | 25,074 | $5.28M | 0.49% | +1,091+4.5% | Added |
| Mountain Pacific Investment Advisers Inc | 25,029 | $5.27M | 0.39% | −708−2.8% | Reduced |
| Elser Financial Planning, Inc | 25,025 | $5.27M | 0.88% | +25,025 | New |
| Firethorn Wealth Partners, LLC | 25,016 | $5.27M | 2.98% | +36+0.1% | Added |
| Global Strategic Investment Solutions, LLC | 25,002 | $5.27M | 0.64% | −1,678−6.3% | Reduced |
| Maytus Capital Management, LLC | 25,000 | $5.27M | 1.88% | −20,000−44.4% | Reduced |
| Auto-Owners Insurance Co | 25,000 | $5.27M | 0.14% | 00.0% | Unchanged |
| Valliance Asset Management Ltd | 25,000 | $5.27M | 8.41% | +25,000 | New |
| Twinbeech Capital LP | 24,978 | $5.26M | 0.10% | −331,816−93.0% | Reduced |
| Davis Investment Partners, LLC | 22,813 | $5.26M | 2.16% | −254−1.1% | Reduced |
| Diversified Portfolios, Inc. | 24,966 | $5.26M | 0.69% | −523−2.1% | Reduced |
| Herald Investment Management Ltd | 25,000 | $5.26M | 0.86% | 00.0% | Unchanged |
| Curran Financial Partners, LLC | 24,933 | $5.25M | 1.76% | +83+0.3% | Added |
| Fairscale Capital, LLC | 22,360 | $5.25M | 4.66% | +22,360 | New |
| Lynx Investment Advisory | 24,885 | $5.24M | 3.88% | +24,885 | New |
| WPWealth LLP | 24,884 | $5.24M | 1.27% | +112+0.5% | Added |
| VCI Wealth Management LLC | 24,881 | $5.24M | 2.59% | +13,217+113.3% | Added |
| Financial Advisors, LLC | 24,865 | $5.24M | 1.07% | −129−0.5% | Reduced |
| Granger Management LLC | 24,855 | $5.23M | 0.87% | +292+1.2% | Added |
| Doliver Advisors, LP | 24,836 | $5.23M | 1.46% | −852−3.3% | Reduced |
| FinDec Wealth Services, Inc. | 24,830 | $5.23M | 3.30% | −963−3.7% | Reduced |
| Pine Harbor Wealth Management, LLC | 24,782 | $5.22M | 3.07% | +906+3.8% | Added |
| Heritage Wealth Management, Inc. | 24,763 | $5.22M | 5.03% | −176−0.7% | Reduced |
| Financial Connections Group, Inc. | 24,734 | $5.21M | 2.70% | −1,030−4.0% | Reduced |
| Parkside Advisors LLC | 24,689 | $5.20M | 1.33% | −18,943−43.4% | Reduced |
| Crescent Sterling, Ltd. | 24,674 | $5.20M | 4.98% | −610−2.4% | Reduced |
| Center For Asset Management LLC | 24,670 | $5.20M | 3.44% | +1,175+5.0% | Added |
| Park Place Capital Corp | 24,649 | $5.19M | 1.66% | −844−3.3% | Reduced |
| Sykon Capital LLC | 24,621 | $5.19M | 1.96% | +7,253+41.8% | Added |
| West Paces Advisors Inc. | 24,603 | $5.18M | 1.35% | −678−2.7% | Reduced |
| Wilkins Investment Counsel Inc | 24,558 | $5.17M | 0.77% | +405+1.7% | Added |
| Elmwood Wealth Management, Inc. | 24,547 | $5.17M | 2.30% | −900−3.5% | Reduced |
| KWMG, LLC | 24,545 | $5.17M | 0.56% | +13,905+130.7% | Added |
| Tevis Investment Management | 24,496 | $5.16M | 4.14% | +103+0.4% | Added |
| Rockingstone Advisors LLC | 24,492 | $5.16M | 2.65% | +423+1.8% | Added |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 24,476 | $5.16M | 3.35% | +1,155+5.0% | Added |
| Red Wave Investments LLC | 24,455 | $5.15M | 1.90% | −603−2.4% | Reduced |
| Fortem Financial Group, LLC | 24,452 | $5.15M | 2.21% | −507−2.0% | Reduced |
| PFW Advisors LLC | 24,450 | $5.15M | 1.64% | −373−1.5% | Reduced |
| Tectonic Advisors LLC | 24,422 | $5.14M | 0.37% | +490+2.0% | Added |
| Duquesne Family Office LLCSuperinvestorDuquesne Family Office | 24,400 | $5.14M | 0.18% | −90,300−78.7% | Reduced |
| Eight 31 Financial LLC | 24,378 | $5.13M | 3.91% | −615−2.5% | Reduced |
| Bellwether Advisors, LLC | 24,349 | $5.13M | 1.08% | +19,352+387.3% | Added |
| Outlook Wealth Advisors, LLC | 24,347 | $5.13M | 2.48% | +1,178+5.1% | Added |
| Melfa Wealth Management, LLC | 24,334 | $5.13M | 3.58% | −368−1.5% | Reduced |
| Dodge & Cox | 24,318 | $5.12M | 0.00% | −38−0.2% | Reduced |
| Legacy Wealth Asset Management, LLC | 24,302 | $5.12M | 1.44% | +584+2.5% | Added |