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 |
|---|---|---|---|---|---|
| KFG Wealth Management, LLC | 24,249 | $5.11M | 2.03% | +305+1.3% | Added |
| Maia Wealth LLC | 21,782 | $5.11M | 1.54% | +21,782 | New |
| Pathway Financial Advisers, LLC | 24,338 | $5.10M | 1.83% | +306+1.3% | Added |
| Capital Markets Trading UK LLP | 24,192 | $5.09M | 3.74% | +2,138+9.7% | Added |
| Traveka Wealth, LLC | 24,173 | $5.09M | 2.49% | +1,044+4.5% | Added |
| Second Line Capital, LLC | 24,172 | $5.09M | 1.56% | +1,284+5.6% | Added |
| Parallax Volatility Advisers, L.P. | 24,153 | $5.09M | 0.13% | −352,206−93.6% | Reduced |
| Annandale Capital, LLC | 24,139 | $5.08M | 1.06% | +204+0.9% | Added |
| Carson Advisory Inc. | 24,095 | $5.07M | 3.56% | +409+1.7% | Added |
| Evergreen Wealth Solutions, LLC | 24,058 | $5.07M | 3.60% | −1,407−5.5% | Reduced |
| Vickerman Investment Advisors, Inc. | 24,040 | $5.06M | 1.63% | −1,263−5.0% | Reduced |
| Fortune Financial Advisors, LLC | 24,021 | $5.06M | 3.10% | +80+0.3% | Added |
| Cutler Investment Counsel LLC | 24,003 | $5.06M | 0.69% | −135−0.6% | Reduced |
| Beaird Harris Wealth Management, LLC | 23,992 | $5.05M | 0.48% | +1,521+6.8% | Added |
| Verum Partners LLC | 23,967 | $5.05M | 1.63% | +557+2.4% | Added |
| Betterment LLC | 23,965 | $5.05M | 0.01% | +1,342+5.9% | Added |
| Salvus Wealth Management, LLC | 23,938 | $5.04M | 3.46% | +3,137+15.1% | Added |
| Hofer & Associates. Inc | 23,921 | $5.04M | 3.91% | +134+0.6% | Added |
| Castle Wealth Management LLC | 23,896 | $5.03M | 2.41% | −102−0.4% | Reduced |
| Financial Advisory Partners, LLC | 23,896 | $5.03M | 1.88% | −783−3.2% | Reduced |
| Peterson Wealth Management | 23,892 | $5.03M | 3.11% | +379+1.6% | Added |
| LVZ Advisors, Inc. | 23,892 | $5.03M | 0.69% | +4,234+21.5% | Added |
| Selective Wealth Management, Inc. | 22,004 | $5.03M | 2.22% | −745−3.3% | Reduced |
| Financial Advisory Corp | 23,878 | $5.03M | 2.09% | +690+3.0% | Added |
| Capital Planning LLC | 23,871 | $5.03M | 1.51% | +50.0% | Added |
| Mascoma Wealth Management LLC | 23,865 | $5.03M | 1.33% | −262−1.1% | Reduced |
| IAM Advisory, LLC | 23,823 | $5.02M | 1.36% | −43−0.2% | Reduced |
| David J Yvars Group | 23,816 | $5.02M | 3.14% | −1,052−4.2% | Reduced |
| Mosaic Financial Group, LLC | 23,730 | $5.00M | 3.59% | +1,373+6.1% | Added |
| Oxford Wealth Group, LLC | 23,715 | $4.99M | 3.43% | +4,003+20.3% | Added |
| Almanack Investment Partners, LLC. | 23,662 | $4.98M | 0.84% | −264−1.1% | Reduced |
| Financial Management Professionals, Inc. | 23,526 | $4.96M | 0.68% | −862−3.5% | Reduced |
| Ardsley Advisory Partners LP | 23,500 | $4.95M | 0.90% | −1,500−6.0% | Reduced |
| InTrack Investment Management Inc | 23,478 | $4.94M | 3.52% | −669−2.8% | Reduced |
| PCA Investment Advisory Services Inc. | 23,442 | $4.94M | 2.59% | +386+1.7% | Added |
| Adamsbrown Wealth Consultants LLC | 23,411 | $4.93M | 1.92% | +499+2.2% | Added |
| New Wave Wealth Advisors LLC | 23,334 | $4.91M | 2.64% | +23,334 | New |
| Measured Wealth Private Client Group, LLC | 23,328 | $4.91M | 1.73% | −39−0.2% | Reduced |
| Signify Wealth | 23,320 | $4.91M | 7.07% | +167+0.7% | Added |
| Seldon Capital LP | 23,268 | $4.90M | 2.68% | 00.0% | Unchanged |
| Leibman Financial Services, Inc. | 23,255 | $4.90M | 3.64% | +614+2.7% | Added |
| Horan Securities, Inc. | 23,205 | $4.89M | 2.11% | +37+0.2% | Added |
| Rational Advisors LLC | 23,168 | $4.88M | 0.48% | +14,965+182.4% | Added |
| Gould Capital, LLC | 23,143 | $4.87M | 3.44% | +66+0.3% | Added |
| Fiducient Advisors LLC | 23,128 | $4.87M | 0.67% | +1,096+5.0% | Added |
| New World Advisors LLC | 23,128 | $4.87M | 1.36% | −623−2.6% | Reduced |
| Skyline Advisors, Inc. | 23,112 | $4.87M | 2.12% | −2,032−8.1% | Reduced |
| American Planning Services, Inc. | 23,111 | $4.87M | 3.42% | +12,064+109.2% | Added |
| Carr Financial Group Corp | 23,108 | $4.87M | 1.55% | −3,656−13.7% | Reduced |
| TAP Consulting, LLC | 23,103 | $4.87M | 1.03% | +645+2.9% | Added |
| Camarda Financial Advisors, LLC | 23,045 | $4.85M | 1.91% | +11,597+101.3% | Added |
| Summit Wealth & Retirement Planning, Inc. | 23,041 | $4.85M | 1.65% | −220−0.9% | Reduced |
| Union Savings Bank | 23,038 | $4.85M | 2.55% | −1,147−4.7% | Reduced |
| Ewa, LLC | 21,562 | $4.85M | 2.01% | +2,641+14.0% | Added |
| Blackston Financial Advisory Group, LLC | 23,028 | $4.85M | 2.71% | +7,270+46.1% | Added |
| Retirement Guys Formula LLC | 23,016 | $4.85M | 2.32% | −3,119−11.9% | Reduced |
| Dimension Capital Management LLC | 23,001 | $4.84M | 0.99% | −2,437−9.6% | Reduced |
| Viking Fund Management LLC | 23,000 | $4.84M | 0.87% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 22,999 | $4.84M | 1.87% | +365+1.6% | Added |
| Richard P Slaughter Associates Inc | 22,978 | $4.84M | 1.14% | −4,006−14.8% | Reduced |
| RS Crum Inc. | 22,974 | $4.84M | 1.27% | +8,343+57.0% | Added |
| Palisades Hudson Asset Management, L.P. | 22,956 | $4.83M | 2.22% | −687−2.9% | Reduced |
| Dunhill Financial, LLC | 22,925 | $4.83M | 3.00% | −1,336−5.5% | Reduced |
| BKM Wealth Management, LLC | 22,914 | $4.83M | 2.32% | −22,092−49.1% | Reduced |
| Raelipskie Partnership | 22,899 | $4.82M | 2.57% | +340+1.5% | Added |
| Bluesphere Advisors, LLC | 22,881 | $4.82M | 2.46% | +2,050+9.8% | Added |
| First Affirmative Financial Network | 22,820 | $4.81M | 3.34% | +823+3.7% | Added |
| Vienna Asset Management LLC | 22,818 | $4.81M | 3.98% | −6,282−21.6% | Reduced |
| Outfitter Financial LLC | 22,770 | $4.80M | 3.99% | −140−0.6% | Reduced |
| Roanoke Asset Management Corp | 22,758 | $4.79M | 1.58% | −405−1.7% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 22,741 | $4.79M | 0.02% | 00.0% | Unchanged |
| Luts & Greenleigh Group, Inc | 22,728 | $4.79M | 4.98% | +22,728 | New |
| AXS Investments LLC | 22,692 | $4.78M | 1.33% | +2,246+11.0% | Added |
| Synergy Financial Group, LTD | 22,679 | $4.78M | 5.00% | +1,279+6.0% | Added |
| First National Bank Sioux Falls | 22,671 | $4.77M | 2.48% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 22,609 | $4.76M | 2.21% | +611+2.8% | Added |
| Cadinha & Co LLC | 22,608 | $4.76M | 0.88% | −2,887−11.3% | Reduced |
| S.A. Mason LLC | 22,594 | $4.76M | 2.71% | +546+2.5% | Added |
| Dougherty Wealth Advisers LLC | 22,588 | $4.76M | 4.16% | +17+0.1% | Added |
| Valueworks LLC | 22,583 | $4.76M | 1.48% | +140+0.6% | Added |
| LGL Partners, LLC | 22,555 | $4.75M | 0.69% | −173−0.8% | Reduced |
| Financial Network Wealth Advisors LLC | 21,893 | $4.75M | 3.55% | +11,380+108.2% | Added |
| Successful Portfolios LLC | 22,553 | $4.75M | 3.32% | −335−1.5% | Reduced |
| Campbell Wealth Management | 22,551 | $4.75M | 1.53% | +4,289+23.5% | Added |
| Walker Asset Management, LLC | 22,550 | $4.75M | 3.20% | −38−0.2% | Reduced |
| Lakewood Asset Management LLC | 22,519 | $4.74M | 3.31% | −87−0.4% | Reduced |
| Hillsdale Investment Management Inc. | 22,469 | $4.73M | 0.37% | +150+0.7% | Added |
| Ogorek Anthony Joseph | 22,463 | $4.73M | 1.64% | −45−0.2% | Reduced |
| Windsor Capital Management, LLC | 22,436 | $4.73M | 1.46% | +40+0.2% | Added |
| Cassady Schiller Wealth Management, LLC | 22,434 | $4.73M | 1.92% | −259−1.1% | Reduced |
| Heartwood Wealth Advisors LLC | 22,424 | $4.72M | 0.56% | +9,096+68.2% | Added |
| Massachusetts Wealth Management | 22,418 | $4.72M | 3.17% | +302+1.4% | Added |
| White Knight Strategic Wealth Advisors, LLC | 22,416 | $4.72M | 4.71% | +70+0.3% | Added |
| American Capital Advisory, LLC | 24,511 | $4.72M | 3.39% | +2,046+9.1% | Added |
| Dechtman Wealth Management, LLC | 22,380 | $4.71M | 1.05% | −8,383−27.3% | Reduced |
| First Citizens Financial Corp | 22,363 | $4.71M | 2.79% | −90−0.4% | Reduced |
| Peavine Capital, LLC | 22,360 | $4.71M | 1.20% | 00.0% | Unchanged |
| Summitry LLC | 22,351 | $4.71M | 0.24% | +725+3.4% | Added |
| Cornercap Investment Counsel Inc | 22,286 | $4.69M | 0.76% | −569−2.5% | Reduced |
| Versant Capital Management, Inc | 22,227 | $4.68M | 1.18% | +4,938+28.6% | Added |