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 7 sales; 6,150 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
- 5,132
- +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
- 2,347 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 | 6,150 | $2.80T |
| Q1 2026 | 6,134 | $2.40T |
| Q4 2025 | 6,130 | $2.61T |
| Q3 2025 | 5,616 | $2.35T |
| Q2 2025 | 5,599 | $1.93T |
| Q1 2025 | 5,607 | $2.08T |
| Q4 2024 | 5,671 | $2.36T |
| Q3 2024 | 5,105 | $2.17T |
| Q2 2024 | 5,132 | $1.98T |
| Q1 2024 | 5,023 | $1.61T |
| Q4 2023 | 4,976 | $1.81T |
| Q3 2023 | 4,618 | $1.60T |
| Q2 2023 | 4,594 | $1.82T |
| Q1 2023 | 4,524 | $1.55T |
| Q4 2022 | 4,555 | $1.21T |
| Q3 2022 | 4,346 | $1.29T |
| Q2 2022 | 4,339 | $1.28T |
| Q1 2022 | 4,390 | $1.66T |
| Q4 2021 | 4,402 | $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 |
|---|---|---|---|---|---|
| Robertson Stephens Wealth Management, LLC | 428,616 | $90.3M | 4.72% | +9,843+2.4% | Added |
| Evanson Asset Management, LLC | 424,567 | $89.4M | 6.88% | −371−0.1% | Reduced |
| CAPROCK Group, Inc. | 424,428 | $89.4M | 3.64% | +124,488+41.5% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 424,741 | $89.3M | 7.30% | −19,700−4.4% | Reduced |
| Vancity Investment Management Ltd | 463,207 | $89.1M | 5.64% | +229,017+97.8% | Added |
| Hoffman, Alan N Investment Management | 422,779 | $89.0M | 43.92% | −6,683−1.6% | Reduced |
| Capital Investment Advisors, LLC | 421,863 | $88.9M | 2.01% | +22,630+5.7% | Added |
| Veriti Management LLC | 421,700 | $88.8M | 5.49% | +57,911+15.9% | Added |
| Candlestick Capital Management LP | 421,639 | $88.8M | 3.42% | +421,639 | New |
| Axiom Advisory, LLC | 476,590 | $88.8M | 0.97% | +468,797+6,015.6% | Added |
| Applied Finance Capital Management, LLC | 419,821 | $88.4M | 4.09% | +218,699+108.7% | Added |
| Westpac Banking Corp | 415,894 | $87.6M | 6.95% | +41,652+11.1% | Added |
| Park Avenue Securities LLC | 415,215 | $87.5M | 1.07% | +28,741+7.4% | Added |
| Cercano Management LLC | 414,808 | $87.4M | 2.33% | +190,080+84.6% | Added |
| Railway Pension Investments Ltd | 413,752 | $87.1M | 1.04% | −130,900−24.0% | Reduced |
| Siemens Fonds Invest GmbH | 413,701 | $87.1M | 6.52% | −2050.0% | Reduced |
| United Services Automobile Association | 411,187 | $86.6M | 2.19% | −21,798−5.0% | Reduced |
| Eastern Bank | 410,032 | $86.4M | 3.49% | −9,511−2.3% | Reduced |
| Nishkama Capital, LLC | 409,775 | $86.3M | 12.90% | +235,759+135.5% | Added |
| Signature Estate & Investment Advisors LLC | 408,797 | $86.1M | 2.15% | +100,401+32.6% | Added |
| Tritonpoint Wealth, LLC | 407,988 | $85.9M | 8.27% | +2,414+0.6% | Added |
| Nippon Life Global Investors Americas, Inc. | 407,980 | $85.9M | 3.78% | +10,210+2.6% | Added |
| Ameritas Advisory Services, LLC | 407,769 | $85.9M | 3.24% | −54,585−11.8% | Reduced |
| Baldwin Brothers Inc | 407,599 | $85.8M | 6.69% | −7,957−1.9% | Reduced |
| LVM Capital Management Ltd | 404,507 | $85.2M | 9.69% | −8,639−2.1% | Reduced |
| Waverton Investment Management Ltd | 404,022 | $85.0M | 1.60% | +28,277+7.5% | Added |
| Sowell Financial Services LLC | 403,230 | $84.9M | 4.06% | +14,895+3.8% | Added |
| Oversea-Chinese Banking CORP Ltd | 403,064 | $84.9M | 2.56% | +109,546+37.3% | Added |
| Insigneo Advisory Services, LLC | 405,429 | $84.8M | 9.55% | −1,392−0.3% | Reduced |
| Global Retirement Partners, LLC | 401,096 | $84.5M | 2.65% | +79,887+24.9% | Added |
| Highland Capital Management, LLC | 400,944 | $84.4M | 4.99% | −19,261−4.6% | Reduced |
| Howland Capital Management LLC | 398,381 | $83.9M | 4.01% | +31,299+8.5% | Added |
| AMG National Trust Bank | 397,016 | $83.6M | 2.26% | +61,213+18.2% | Added |
| Adell Harriman & Carpenter Inc | 396,446 | $83.5M | 6.45% | −3,365−0.8% | Reduced |
| Community Bank, N.A. | 396,221 | $83.5M | 10.98% | −2,795−0.7% | Reduced |
| Gradient Investments LLC | 395,159 | $83.2M | 1.87% | +27,317+7.4% | Added |
| Motley Fool Asset Management LLC | 383,099 | $83.0M | 5.50% | −85,690−18.3% | Reduced |
| Joel Isaacson & Co., LLC | 393,466 | $82.9M | 4.35% | −7,906−2.0% | Reduced |
| Eagle Global Advisors LLC | 392,469 | $82.7M | 4.37% | −5,452−1.4% | Reduced |
| Klingenstein Fields & Co LP | 392,452 | $82.7M | 3.42% | −25,067−6.0% | Reduced |
| Wealthspire Advisors, LLC | 392,195 | $82.6M | 1.06% | +19,542+5.2% | Added |
| Thoroughbred Financial Services, LLC | 391,512 | $82.5M | 5.52% | +76,388+24.2% | Added |
| IHT Wealth Management, LLC | 391,374 | $82.5M | 3.08% | +2,469+0.6% | Added |
| Appleton Partners Inc | 391,069 | $82.4M | 6.34% | −10,131−2.5% | Reduced |
| Banque Pictet & Cie SA | 391,047 | $82.4M | 0.84% | +58,170+17.5% | Added |
| Azimuth Capital Investment Management LLC | 386,369 | $81.4M | 3.31% | +52,428+15.7% | Added |
| Delta Global Management LP | 385,607 | $81.2M | 5.40% | +385,607 | New |
| Campbell Newman Asset Management Inc | 380,711 | $80.2M | 6.41% | −12,975−3.3% | Reduced |
| Edgemoor Investment Advisors, Inc. | 380,248 | $80.1M | 7.45% | −537−0.1% | Reduced |
| WT Asset Management Ltd | 380,103 | $80.1M | 7.80% | +380,103 | New |
| Harvest Fund Management Co., Ltd | 379,424 | $79.8M | 5.77% | +86,433+29.5% | Added |
| Talbot Financial, LLC | 378,110 | $79.6M | 10.45% | −2,613−0.7% | Reduced |
| Colonial Trust Advisors | 377,986 | $79.6M | 7.62% | −9,996−2.6% | Reduced |
| Means Investment Co., Inc. | 376,856 | $79.4M | 9.49% | −6,227−1.6% | Reduced |
| Financial Advocates Investment Management | 376,548 | $79.3M | 4.93% | −21,708−5.5% | Reduced |
| Davidson Investment Advisors | 375,059 | $79.0M | 4.06% | +2,801+0.8% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 374,661 | $78.9M | 4.52% | +3,907+1.1% | Added |
| Fullerton Fund Management Co Ltd. | 374,250 | $78.8M | 3.54% | +332,968+806.6% | Added |
| Taikang Asset Management (Hong Kong) Co Ltd | 373,193 | $78.6M | 12.21% | +60,092+19.2% | Added |
| GuoLine Advisory Pte Ltd | 371,700 | $78.3M | 8.35% | 00.0% | Unchanged |
| Weatherly Asset Management L. P. | 371,696 | $78.3M | 7.17% | −2,558−0.7% | Reduced |
| Exchange Traded Concepts, LLC | 371,517 | $78.2M | 2.00% | −27,825−7.0% | Reduced |
| J. Safra Sarasin Holding AG | 371,173 | $78.0M | 1.43% | +371,173 | New |
| Principle Wealth Partners LLC | 369,107 | $77.7M | 5.92% | +1090.0% | Added |
| ARS Investment Partners, LLC | 368,033 | $77.5M | 7.41% | −14,915−3.9% | Reduced |
| Am Investment Strategies LLC | 367,648 | $77.4M | 19.09% | +503+0.1% | Added |
| Community Trust & Investment Co | 367,112 | $77.3M | 5.28% | −6,550−1.8% | Reduced |
| International Assets Investment Management, LLC | 460,846 | $77.1M | 7.26% | −2,104−0.5% | Reduced |
| Welch Group, LLC | 366,000 | $77.1M | 3.70% | +7,742+2.2% | Added |
| Gerber Kawasaki Wealth & Investment Management | 365,103 | $76.9M | 3.85% | +1,594+0.4% | Added |
| Main Street Research LLC | 364,782 | $76.8M | 5.07% | +18,230+5.3% | Added |
| Wealth Alliance | 364,512 | $76.8M | 9.91% | −15,488−4.1% | Reduced |
| Suvretta Capital Management, LLC | 363,357 | $76.5M | 3.12% | +186,677+105.7% | Added |
| Belpointe Asset Management LLC | 362,722 | $76.4M | 5.33% | +4,089+1.1% | Added |
| Headlands Technologies LLC | 362,474 | $76.3M | 8.10% | +316,666+691.3% | Added |
| Pensionmark Financial Group, LLC | 361,513 | $76.1M | 4.74% | +319,971+770.2% | Added |
| Sloy Dahl & Holst, LLC | 361,465 | $76.1M | 15.99% | −2,159−0.6% | Reduced |
| YHB Investment Advisors, Inc. | 361,388 | $76.1M | 6.55% | −6,253−1.7% | Reduced |
| Evergreen Capital Management LLC | 361,176 | $76.1M | 2.75% | −3,258−0.9% | Reduced |
| McDaniel Terry & Co | 359,556 | $75.7M | 6.61% | +939+0.3% | Added |
| Smith, Salley & Associates | 357,986 | $75.4M | 5.41% | +20,710+6.1% | Added |
| Birinyi Associates Inc | 355,820 | $74.9M | 22.44% | −13,301−3.6% | Reduced |
| SeaCrest Wealth Management, LLC | 355,242 | $74.8M | 8.51% | −4,303−1.2% | Reduced |
| Locust Wood Capital Advisers, LLC | 352,292 | $74.2M | 2.74% | +96,477+37.7% | Added |
| Saratoga Research & Investment Management | 352,133 | $74.2M | 3.37% | −15,521−4.2% | Reduced |
| Frank, Rimerman Advisors LLC | 352,061 | $74.2M | 5.25% | +276,020+363.0% | Added |
| Baskin Financial Services Inc. | 351,339 | $74.0M | 6.34% | −32,465−8.5% | Reduced |
| Atlantic Union Bankshares Corp | 350,341 | $73.8M | 4.60% | +112,624+47.4% | Added |
| MUFG Securities EMEA plc | 350,000 | $73.7M | 3.29% | +335,283+2,278.2% | Added |
| Oribel Capital Management, LP | 349,800 | $73.7M | 9.99% | +349,800 | New |
| Plato Investment Management Ltd | 349,523 | $73.6M | 6.86% | +15,285+4.6% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 348,822 | $73.5M | 7.48% | −19,435−5.3% | Reduced |
| Essex Financial Services, Inc. | 344,279 | $73.4M | 5.45% | +62,592+22.2% | Added |
| Jefferies Financial Group Inc. | 348,064 | $73.3M | 1.44% | +94,925+37.5% | Added |
| Cornerstone Wealth Management, LLC | 347,901 | $73.3M | 5.64% | −1380.0% | Reduced |
| Josh Arnold Investment Consultant, LLC | 347,834 | $73.3M | 62.05% | −7,065−2.0% | Reduced |
| Venture Visionary Partners LLC | 347,171 | $73.1M | 3.37% | +3,140+0.9% | Added |
| Brickley Wealth Management | 347,142 | $73.1M | 16.01% | +44,868+14.8% | Added |
| Albion Financial Group | 347,075 | $73.1M | 5.51% | +218+0.1% | Added |
| Vident Advisory, LLC | 347,013 | $73.1M | 2.02% | +61,088+21.4% | Added |