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 |
|---|---|---|---|---|---|
| Harbor Investment Advisory, LLC | 364,080 | $73.0M | 7.63% | +1,325+0.4% | Added |
| Burns J W & Co Inc | 346,727 | $73.0M | 9.86% | −213−0.1% | Reduced |
| Gillespie Robinson & Grimm Inc | 346,532 | $73.0M | 5.89% | −3,957−1.1% | Reduced |
| We Are One Seven, LLC | 346,219 | $72.9M | 3.46% | +150.0% | Added |
| Academy Capital Management Inc | 345,767 | $72.8M | 13.14% | −754−0.2% | Reduced |
| Wedge Capital Management L L P | 345,151 | $72.7M | 1.29% | −163,132−32.1% | Reduced |
| First Horizon Advisors, Inc. | 344,192 | $72.5M | 2.20% | +6,793+2.0% | Added |
| Gladstone Capital Management LLP | 344,000 | $72.5M | 6.40% | +344,000 | New |
| Birch Hill Investment Advisors LLC | 342,729 | $72.2M | 3.49% | +1,336+0.4% | Added |
| Buckingham Strategic Partners | 342,634 | $72.2M | 1.89% | −5,200−1.5% | Reduced |
| Fulton Breakefield Broenniman LLC | 342,463 | $72.1M | 5.33% | −1,598−0.5% | Reduced |
| Grassi Investment Management | 341,525 | $71.9M | 6.38% | −1,549−0.5% | Reduced |
| Vestcor Inc | 341,125 | $71.8M | 2.43% | −28,277−7.7% | Reduced |
| Kanawha Capital Management LLC | 340,586 | $71.7M | 5.62% | +9,000+2.7% | Added |
| TCTC Holdings, LLC | 340,448 | $71.7M | 2.46% | −2,970−0.9% | Reduced |
| GFI Investment Counsel Ltd. | 340,021 | $71.6M | 9.37% | −11,885−3.4% | Reduced |
| First Foundation Advisors | 338,926 | $71.4M | 2.73% | −8,599−2.5% | Reduced |
| Longbow Finance SA | 338,804 | $71.4M | 7.38% | −18,666−5.2% | Reduced |
| Carret Asset Management, LLC | 338,794 | $71.4M | 8.33% | −959−0.3% | Reduced |
| Clear Harbor Asset Management, LLC | 338,351 | $71.3M | 6.20% | −2,671−0.8% | Reduced |
| Rollins Financial Advisors, LLC | 337,492 | $71.1M | 12.21% | −6,825−2.0% | Reduced |
| Ballentine Partners, LLC | 334,162 | $70.4M | 1.30% | +10,395+3.2% | Added |
| Phoenix Holdings Ltd. | 331,858 | $70.2M | 1.07% | +24,529+8.0% | Added |
| HBK Sorce Advisory LLC | 333,081 | $70.2M | 2.45% | −7,874−2.3% | Reduced |
| Girard Partners Ltd. | 332,700 | $70.1M | 6.63% | −7,863−2.3% | Reduced |
| Mather Group, LLC. | 403,039 | $69.1M | 0.85% | +205,697+104.2% | Added |
| Picton Mahoney Asset Management | 327,115 | $68.9M | 2.93% | +235,720+257.9% | Added |
| Atreides Management, LP | 327,083 | $68.9M | 2.25% | +327,083 | New |
| North Star Asset Management Inc | 327,036 | $68.9M | 3.27% | −7,978−2.4% | Reduced |
| Laurion Capital Management LP | 326,916 | $68.9M | 2.24% | −338,717−50.9% | Reduced |
| Northeast Financial Consultants Inc | 326,722 | $68.8M | 3.17% | −13,635−4.0% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 326,103 | $68.7M | 2.60% | +8,885+2.8% | Added |
| BLB&B Advisors, LLC | 325,720 | $68.6M | 3.76% | −3,770−1.1% | Reduced |
| Catalyst Funds Management Pty Ltd | 325,700 | $68.6M | 18.39% | +293,300+905.2% | Added |
| Boston Family Office LLC | 325,403 | $68.5M | 4.94% | −3,974−1.2% | Reduced |
| LS Investment Advisors, LLC | 324,103 | $68.3M | 10.65% | −265−0.1% | Reduced |
| Rothschild Investment LLC | 323,687 | $68.2M | 4.75% | +13,777+4.4% | Added |
| Optiver Holding B.V. | 323,434 | $68.1M | 1.31% | −359,255−52.6% | Reduced |
| NBT Bank N A | 322,940 | $68.0M | 4.86% | −5,407−1.6% | Reduced |
| Everence Capital Management Inc | 399,198 | $68.0M | 4.71% | −1,600−0.4% | Reduced |
| Beacon Investment Advisory Services, Inc. | 322,744 | $68.0M | 2.92% | −1,804−0.6% | Reduced |
| Lowe Brockenbrough & Co Inc | 321,100 | $67.6M | 4.50% | −4,899−1.5% | Reduced |
| Taurus Asset Management, LLC | 320,555 | $67.5M | 6.84% | −1,750−0.5% | Reduced |
| Meiji Yasuda Life Insurance Co | 320,175 | $67.4M | 1.35% | −18,508−5.5% | Reduced |
| M Holdings Securities, Inc. | 318,823 | $67.3M | 8.72% | +154,879+94.5% | Added |
| National Mutual Insurance Federation of Agricultural Cooperatives | 319,400 | $67.3M | 0.67% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 318,446 | $67.1M | 1.29% | +2,956+0.9% | Added |
| Comgest Global Investors S.A.S. | 317,881 | $67.0M | 0.92% | −15,727−4.7% | Reduced |
| Wahed Invest LLC | 317,257 | $66.8M | 13.41% | +28,286+9.8% | Added |
| WealthPLAN Partners, LLC | 316,562 | $66.7M | 7.16% | −2,442−0.8% | Reduced |
| LMCG Investments, LLC | 316,521 | $66.7M | 3.88% | +3,747+1.2% | Added |
| General American Investors Co Inc | 316,000 | $66.6M | 4.74% | −35,000−10.0% | Reduced |
| Montag A & Associates Inc | 315,338 | $66.4M | 3.35% | +9,947+3.3% | Added |
| Philadelphia Trust Co | 315,235 | $66.4M | 5.16% | +450+0.1% | Added |
| IFP Advisors, Inc | 314,864 | $66.3M | 2.63% | +28,925+10.1% | Added |
| Beese Fulmer Investment Management, Inc. | 314,411 | $66.2M | 6.03% | −580−0.2% | Reduced |
| Washington Trust Advisors, Inc. | 314,356 | $66.2M | 6.09% | −10,728−3.3% | Reduced |
| Edmond de Rothschild Holding S.A. | 314,274 | $66.2M | 1.13% | −2,128−0.7% | Reduced |
| Diversify Advisory Services, LLC | 288,767 | $66.0M | 3.62% | +10,951+3.9% | Added |
| Cobblestone Capital Advisors LLC | 313,146 | $66.0M | 4.06% | −18,525−5.6% | Reduced |
| Kimelman & Baird, LLC | 312,959 | $65.9M | 5.44% | +312,959 | New |
| GW Henssler & Associates Ltd | 312,760 | $65.9M | 3.96% | −11,101−3.4% | Reduced |
| RMB Capital Management, LLC | 311,703 | $65.7M | 1.57% | −21,078−6.3% | Reduced |
| AlTi Global, Inc. | 310,510 | $65.4M | 1.76% | −37,866−10.9% | Reduced |
| TRB Advisors LP | 310,000 | $65.3M | 12.17% | −30,000−8.8% | Reduced |
| Penobscot Investment Management Company, Inc. | 308,606 | $65.0M | 6.26% | +18,056+6.2% | Added |
| Quest Investment Management LLC | 308,533 | $65.0M | 7.19% | +74,304+31.7% | Added |
| Richard Bernstein Advisors LLC | 308,518 | $65.0M | 1.44% | −30,993−9.1% | Reduced |
| Stonebridge Capital Advisors LLC | 308,020 | $64.9M | 5.71% | +1,138+0.4% | Added |
| Cincinnati Specialty Underwriters Insurance CO | 308,000 | $64.9M | 19.49% | 00.0% | Unchanged |
| Forum Financial Management, LP | 307,725 | $64.8M | 1.17% | −2,998−1.0% | Reduced |
| Amussen Hunsaker Associates LLC | 306,756 | $64.7M | 10.91% | +6,524+2.2% | Added |
| E Fund Management Co., Ltd. | 306,884 | $64.6M | 3.57% | +73,629+31.6% | Added |
| Aspiriant, LLC | 306,281 | $64.5M | 2.63% | −14,333−4.5% | Reduced |
| Meeder Advisory Services, Inc. | 306,019 | $64.5M | 4.56% | +64,609+26.8% | Added |
| RB Capital Management, LLC | 305,976 | $64.4M | 16.46% | +357+0.1% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 305,581 | $64.4M | 2.14% | +116,212+61.4% | Added |
| Chesley Taft & Associates LLC | 305,380 | $64.3M | 3.22% | −20,591−6.3% | Reduced |
| Moody Lynn & Lieberson, LLC | 305,292 | $64.3M | 4.21% | +12,598+4.3% | Added |
| Cito Capital Group, LLC | 304,576 | $64.2M | 24.87% | −3,525−1.1% | Reduced |
| MPS Loria Financial Planners, LLC | 303,345 | $63.9M | 20.59% | +326+0.1% | Added |
| Roundview Capital LLC | 301,997 | $63.6M | 5.01% | −5,938−1.9% | Reduced |
| Jaffetilchin Investment Partners, LLC | 301,985 | $63.6M | 5.43% | −8,798−2.8% | Reduced |
| Southeast Asset Advisors Inc. | 301,934 | $63.6M | 7.65% | +605+0.2% | Added |
| Wendell David Associates Inc | 301,595 | $63.5M | 6.47% | −207−0.1% | Reduced |
| Bamco Inc | 300,300 | $63.2M | 0.18% | +298,283+14,788.4% | Added |
| Kingswood Wealth Advisors, LLC | 299,798 | $63.1M | 5.69% | +48,692+19.4% | Added |
| CFM Wealth Partners LLC | 299,736 | $63.1M | 11.60% | −1,518−0.5% | Reduced |
| Bragg Financial Advisors, Inc | 299,710 | $63.1M | 2.82% | +4,894+1.7% | Added |
| Martingale Asset Management L P | 299,277 | $63.0M | 1.36% | −47,837−13.8% | Reduced |
| First National Bank of Omaha | 298,178 | $62.8M | 4.13% | +30,008+11.2% | Added |
| Fiduciary Family Office, LLC | 296,415 | $62.4M | 24.63% | −323−0.1% | Reduced |
| South State Corp. | 295,296 | $62.2M | 4.54% | +3,645+1.2% | Added |
| Courier Capital LLC | 294,578 | $62.0M | 4.93% | −3,422−1.1% | Reduced |
| Nwam LLC | 294,508 | $62.0M | 18.23% | +10,957+3.9% | Added |
| GTS Securities LLC | 294,227 | $62.0M | 1.29% | +184,764+168.8% | Added |
| Shikiar Asset Management Inc | 293,777 | $61.9M | 16.55% | −236−0.1% | Reduced |
| GuideStone Capital Management, LLC | 293,577 | $61.8M | 100.00% | 00.0% | Unchanged |
| Oakmont Corp | 292,164 | $61.5M | 13.54% | +18,998+7.0% | Added |
| Foundations Investment Advisors, LLC | 291,868 | $61.5M | 1.49% | −2,957−1.0% | Reduced |