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Disclosery

AAPL APPLE INC

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COM (common), issuer CIK 320193

5,532 managers (5,601 13F filers) reported a position in AAPL shares at 2025-06-30, 9,476,026,224 shares in all. 113 filers opened a position and 121 filers sold out during the quarter.

Managers
5,532
13F filers
5,601
New
113
Added
2,210
Reduced
2,887
Sold out
121
Shares held by filers
9,476,026,224

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

The latest Form 4 transactions, non-derivative.
OwnerDateSharesPriceFiling
Newstead Jenniferofficer (SVP, GC and Government Affairs)2026-10-06-2,399 S$332.01Form 4

13F holders, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Bell Bank69,834$14.3M0.67%-37213F-HRTimeline
Balboa Wealth Partners69,830$14.3M2.87%+1,34613F-HRTimeline
Pasadena Private Wealth, LLC69,828$14.3M2.45%+22713F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC62,338$14.3M4.64%-1,15313F-HRTimeline
L2 Asset Management, LLC69,746$14.3M2.34%+3,67313F-HRTimeline
Enterprise Bank & Trust Co69,739$14.3M5.35%+3013F-HRTimeline
General Partner, Inc.69,723$14.3M8.38%-2,52513F-HRTimeline
First Dallas Securities Inc.69,710$14.3M5.65%-2,11213F-HRTimeline
Trust Investment Advisors69,689$14.3M8.68%-2,06913F-HRTimeline
HARMONY ASSET MANAGEMENT LLC69,667$14.3M5.35%-1,16513F-HRTimeline
Perpetual Ltdin group Perpetual Ltd69,638$14.3M0.17%+2,54313F-HRTimelineGroup
HHM Wealth Advisors, LLC69,485$14.3M1.69%+39113F-HRTimeline
Ethos Financial Group, LLC69,473$14.3M1.23%-59,24713F-HRTimeline
Summit Financial Strategies, Inc.69,467$14.3M1.32%-19613F-HRTimeline
Patten Group, Inc.69,418$14.2M3.01%-4,10413F-HRTimeline
KG Capital Management69,450$14.2M4.2%+16,37313F-HRTimeline
Borer Denton & Associates, Inc.69,366$14.2M4.94%-35013F-HRTimeline
Fortitude Family Office, LLC69,362$14.2M4.71%-6613F-HRTimeline
Lee Financial Co69,285$14.2M2.04%-77313F-HRTimeline
Renaissance Investment Group LLC69,239$14.2M3.08%-52313F-HRTimeline
UDINE WEALTH MANAGEMENT, INC.69,214$14.2M7.5%+1,82513F-HRTimeline
Engineers Gate Manager LP69,147$14.2M0.18%+39,94913F-HRTimeline
CHILTON INVESTMENT CO INC.69,043$14.2M0.31%-30,60813F-HRTimeline
Birch Capital Management, LLC69,043$14.2M7.25%-1,37313F-HRTimeline
KPP Advisory Services LLC69,002$14.2M2.34%+1,03613F-HR/ATimeline
Quantum Financial Advisors, LLC68,883$14.1M1.91%-54013F-HRTimeline
Generali Investments CEE, investicni sp…68,873$14.1M1.16%+1,36213F-HRTimeline
Signal Advisors Wealth, LLC68,821$14.1M1.1%+29,84313F-HRTimeline
Capital Management Associates, Inc68,796$14.1M4.47%+8,25113F-HRTimeline
West Family Investments, Inc.68,775$14.1M3.68%+21,92213F-HRTimeline
Arkfeld Wealth Strategies, L.L.C.67,199$14.1M5.57%+85813F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC66,039$14.1M2.53%+89013F-HRTimeline
IFG Advisors, LLC68,707$14.1M2.37%+4,42713F-HRTimeline
ROBERTS GLORE & CO INC /IL/68,699$14.1M4.12%+94113F-HRTimeline
Caitong International Asset Management …68,502$14.1M10.04%+68,50113F-HRTimeline
Clear Creek Financial Management, LLC68,391$14M1.34%+4,86213F-HRTimeline
MCDONALD PARTNERS LLC68,321$14M3.37%-6,66013F-HRTimeline
NBW CAPITAL LLC68,186$14M3.02%-19613F-HRTimeline
Sepio Capital, LP68,178$14M1%+15,82413F-HRTimeline
Ellevest, Inc.68,122$14M2.23%-4,58413F-HRTimeline
Revolve Wealth Partners, LLC68,081$14M1.82%-4,41513F-HRTimeline
First National Bank of Mount Dora, Trus…68,077$14M3.15%-7413F-HRTimeline
DLK Investment Management, LLC68,006$14M5.27%-1,45613F-HRTimeline
CHARTER RESEARCH & INVESTMENT GROUP, IN…67,918$13.9M10.41%-1,23813F-HRTimeline
NOVEM GROUP67,875$13.9M1.77%+4,73613F-HRTimeline
Overbrook Management Corp67,811$13.9M2.59%-10,11813F-HRTimeline
LexAurum Advisors, LLC67,757$13.9M2.19%+1,35513F-HRTimeline
ADIRONDACK TRUST CO67,727$13.9M5.05%-2,95913F-HRTimeline
JACKSON SQUARE CAPITAL, LLC67,670$13.9M3.08%-22,48813F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC67,581$13.9M3.04%-25713F-HRTimeline
CALTON & ASSOCIATES, INC.67,483$13.8M2.39%-6,45513F-HRTimeline
Finer Wealth Management, Inc.67,477$13.8M7.4%-2913F-HRTimeline
DOVER ADVISORS, LLC67,446$13.8M6.09%-11,09413F-HRTimeline
Hudson Value Partners, LLC67,378$13.8M4.77%-2,26113F-HRTimeline
DOHENY ASSET MANAGEMENT /CA67,337$13.8M9.68%-15013F-HRTimeline
GRAYBILL WEALTH MANAGEMENT, LTD.67,328$13.8M4.51%+1,86513F-HRTimeline
Montis Financial, LLC67,279$13.8M3.84%-14,77513F-HRTimeline
Councilmark Asset Management, LLC67,231$13.8M8.73%-75313F-HRTimeline
New Millennium Group LLC67,188$13.8M7.63%+9,51513F-HRTimeline
Bryant Woods Investment Advisors, LLC67,121$13.8M5.94%-34613F-HRTimeline
MONARCH CAPITAL MANAGEMENT INC66,967$13.7M3.69%+2,92013F-HRTimeline
Glassy Mountain Advisors, Inc.66,887$13.7M4.42%-11313F-HRTimeline
Solstein Capital, LLC66,771$13.7M7.03%+1,07913F-HRTimeline
Keudell/Morrison Wealth Management66,697$13.7M3.04%-2,99013F-HRTimeline
Fortis Capital Management LLC66,556$13.7M2.13%+12,44613F-HRTimeline
BOK Financial Private Wealth, Inc.66,425$13.6M0.91%-913F-HRTimeline
Foster Victor Wealth Advisors, LLC64,511$13.6M0.92%+3,45513F-HRTimeline
Greenfield Savings Bank66,337$13.6M6.17%+31513F-HRTimeline
TRUST CO OF OKLAHOMA66,287$13.6M4.33%+26313F-HRTimeline
OPTIMAS CAPITAL Ltd66,000$13.5M14.28%new13F-HRTimeline
SEAMOUNT FINANCIAL GROUP INC65,980$13.5M6.96%+10,25713F-HRTimeline
Bollard Group LLC65,922$13.5M0.31%+50,34713F-HRTimeline
Financial Advisors Network, Inc.65,817$13.5M2.04%+3,67613F-HRTimeline
WRIGHT INVESTORS SERVICE INC65,809$13.5M4.08%-7,34513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Global Financial Private Client, LLC65,783$13.5M5.06%-12813F-HRTimeline
Aprio Wealth Management, LLC65,705$13.5M1.52%+5,09413F-HRTimeline
Cumberland Partners Ltdin group Cumberland Partners Ltd65,615$13.5M0.93%-77913F-HRTimelineGroup
Capital Investment Counsel, LLC65,463$13.4M2.08%-4,18213F-HRTimeline
CWS Financial Advisors, LLC65,363$13.4M3.9%-4,06113F-HRTimeline
KRS Capital Management, LLC65,330$13.4M8.96%-1,27313F-HRTimeline
Wealth Dimensions Group, Ltd.65,320$13.4M2.95%-41913F-HRTimeline
SPRING CAPITAL MANAGEMENT, LLC65,283$13.4M7.06%+82413F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…65,136$13.4M2.14%+23,15513F-HRTimeline
Bangor Savings Bank65,113$13.4M1.19%-1,76613F-HRTimeline
Unisphere Establishmentin group Unisphere Establishment65,100$13.4M0.11%013F-HRTimelineGroup
Financial Perspectives, Inc65,042$13.3M4.03%+1,33513F-HRTimeline
DCM Advisors, LLC65,368$13.3M5.72%+4,77213F-HRTimeline
IRON Financial LLC64,872$13.3M7.05%+19113F-HRTimeline
Tenere Capital LLC64,805$13.3M3.41%-24,51513F-HRTimeline
DELTA FINANCIAL ADVISORS LLC64,689$13.3M4.67%-4,14413F-HRTimeline
Wealth Management Associates, Inc.64,552$13.2M5.15%-1,37713F-HRTimeline
Mission Creek Capital Partners, Inc.82,516$13.2M2.94%-13,58113F-HRTimeline
Core Wealth Partners LLC64,449$13.2M6.71%+25813F-HRTimeline
Columbia Bank62,950$13.2M4.03%+14213F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC64,417$13.2M0.73%+11,10213F-HRTimeline
Pandora Wealth, Inc.64,387$13.2M8.12%-2,27913F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC64,302$13.2M0.94%-46313F-HRTimeline
Two Point Capital Management, Inc.64,219$13.2M5.61%13F-HRTimeline
Bay Rivers Group64,204$13.2M6.03%-4,09613F-HRTimeline
Salomon & Ludwin, LLC61,966$13.2M1.3%+5613F-HRTimeline
Compton Wealth Advisory Group, LLC64,160$13.2M3.33%+47713F-HRTimeline
Antonelli Financial Advisors, LLC64,063$13.1M9.49%-1,74113F-HRTimeline
Global Assets Advisory, LLC63,225$13.1M5.13%-49,96513F-HRTimeline
Consolidated Investment Group LLC63,762$13.1M1.75%013F-HRTimeline
Harbour Capital Advisors, LLC61,566$13.1M2.76%-95313F-HRTimeline
Harrington Investments, INC63,615$13.1M6.91%-52213F-HRTimeline
Silverleafe Capital Partners, LLC63,485$13M4.54%-2,55113F-HRTimeline
EXCALIBUR MANAGEMENT CORP63,409$13M4.88%-16813F-HRTimeline
OBSIDIAN CIO, LLC63,382$13M1.89%+56613F-HRTimeline
BURKE & HERBERT BANK & TRUST CO63,367$13M2.91%-1,43013F-HRTimeline
Caliber Wealth Management, LLC / KS63,310$13M1.4%+4,24113F-HRTimeline
Shulman DeMeo Asset Management LLC63,219$13M3.21%-41913F-HRTimeline
Hexagon Capital Partners LLC63,144$13M2.88%-38913F-HRTimeline
HENDLEY & CO INC63,140$13M4.52%-5,45713F-HRTimeline
BALANCED WEALTH GROUP LLC62,385$12.9M5.62%-24813F-HRTimeline
Curbstone Financial Management Corp63,079$12.9M2.66%-1,76613F-HRTimeline
LJI Wealth Management, LLC63,074$12.9M2.25%-2,18313F-HRTimeline
Trivant Custom Portfolio Group, LLC63,057$12.9M7.11%-46713F-HRTimeline
Amplius Wealth Advisors, LLC62,956$12.9M1.2%+3,56813F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC62,772$12.9M5.83%-89313F-HRTimelineGroup
DARK FOREST CAPITAL MANAGEMENT LP62,762$12.9M0.52%+22,78313F-HRTimeline
CPC Advisors, LLC62,680$12.9M1.61%-18,10313F-HRTimeline
MUHLENKAMP & CO INC62,616$12.8M4.01%+17013F-HRTimeline
NVWM, LLC62,591$12.8M3.1%-5,83013F-HRTimeline
Georgetown University62,422$12.8M4.88%+7613F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC62,418$12.8M3.79%-1,94413F-HRTimeline
Bell & Brown Wealth Advisors, LLC62,340$12.8M4.57%+33913F-HRTimeline
ROMAN BUTLER FULLERTON & CO59,787$12.8M3.77%+4,68913F-HRTimeline
Richard P Slaughter Associates Inc62,235$12.8M2.6%+4,24413F-HRTimeline
Soundwatch Capital LLC1,327,174$12.8M2.27%+1,270,57713F-HRTimeline
FIRST NATIONAL CORP /MA/ /ADV62,160$12.8M2.57%-4,89313F-HRTimeline
Manhattan West Asset Management, LLC62,058$12.7M2.95%-8,30213F-HRTimeline
MYCIO WEALTH PARTNERS, LLC61,996$12.7M2.94%+1,14913F-HRTimeline
Accretive Wealth Partners, LLC61,954$12.7M4.17%-25813F-HRTimeline
DAVIS-REA LTD.61,947$12.7M3.16%+39,66613F-HRTimeline
Copperwynd Financial, LLC61,907$12.7M3.17%+10,95513F-HRTimeline
Hartford Financial Management Inc.61,895$12.7M3.47%+1,12613F-HRTimeline
Brick & Kyle, Associates60,103$12.7M5.63%-21513F-HRTimeline
Quad-Cities Investment Group, LLC61,818$12.7M5.76%-1,98213F-HRTimeline
Kaizen Financial Strategies61,808$12.7M6.44%+29413F-HRTimeline
THAMES CAPITAL MANAGEMENT LLC61,806$12.7M2.87%013F-HRTimeline
Koa Wealth Management, LLC61,796$12.7M10.07%-2313F-HRTimeline
Plante Moran Financial Advisors, LLC61,792$12.7M0.89%-21,22313F-HRTimeline
NEXT CENTURY GROWTH INVESTORS LLC61,706$12.7M0.98%-1,21213F-HRTimeline
KELLEHER FINANCIAL ADVISORS61,692$12.7M4.39%+88013F-HRTimeline
Scott Marsh Financial, LLC61,640$12.6M4.69%13F-HRTimeline
National Philanthropic Trust61,639$12.6M0.17%-15,04213F-HRTimeline
BIP Wealth, LLC61,616$12.6M0.78%+99213F-HRTimeline
Baugh & Associates, LLC66,574$12.6M6.58%-3,26213F-HRTimeline
MOUNT VERNON ASSOCIATES INC /MD/61,557$12.6M9.12%-1,08013F-HRTimeline
Hedeker Wealth, LLC61,537$12.6M2.94%-1,47313F-HRTimeline
Matthew 25 Management Corp61,500$12.6M4.06%013F-HRTimeline
FF Advisors,LLC61,414$12.6M6.54%+55413F-HRTimeline
United American Securities Inc. (d/b/a …in group United American Securities In…61,329$12.6M2.71%+10,71513F-HRTimelineGroup
ARMSTRONG HENRY H ASSOCIATES INC61,276$12.6M1.19%-1,81813F-HRTimeline
CAPITAL INSIGHT PARTNERS, LLC61,254$12.6M2.18%+1,12713F-HRTimeline
W1M Asset Management Ltd61,221$12.6M0.95%-80213F-HRTimeline
Intrua Financial, LLC61,209$12.6M1.8%+1,51013F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC61,188$12.6M5.14%-24913F-HRTimeline
Newman Dignan & Sheerar, Inc.60,853$12.5M2.87%-7,44613F-HRTimeline
CapitalatWork S.A.in group CapitalatWork S.A.60,840$12.5M0.38%-74313F-HRTimelineGroup
Morton Capital Management LLC/CA60,797$12.5M2.21%+2,00013F-HRTimeline
O'Brien Wealth Partners LLC60,752$12.5M1.96%-27813F-HRTimeline
Capital Advisors Wealth Management, LLC60,739$12.5M1.96%+4,55113F-HRTimeline
Willow Creek Wealth Management Inc.60,708$12.5M1.12%+19013F-HRTimeline
Sandy Cove Advisors, LLC60,631$12.4M4.49%+1,05613F-HRTimeline
BANK OZK60,619$12.4M4.77%-75413F-HRTimeline
Northwest Bancshares, Inc.60,612$12.4M2.17%-2,66213F-HRTimeline
Argentarii, LLC60,429$12.4M5.69%+25213F-HRTimeline
BLODGETT WEALTH ADVISORS, LLC60,310$12.4M9.69%-4,30913F-HRTimeline
Marshall Financial Group, LLC58,879$12.4M2.42%+30013F-HRTimeline
All Terrain Financial Advisors, LLC60,213$12.4M4.48%-9813F-HRTimeline
Leeward Financial Partners, LLC60,208$12.4M3.91%+13,56013F-HRTimeline
Delta Investment Management, LLC60,070$12.3M2.37%-1,30913F-HRTimeline
Investor's Fiduciary Advisor Network, L…59,984$12.3M4.57%+10,32113F-HRTimeline
Masso Torrence Wealth Management Inc.59,976$12.3M5.69%+78713F-HRTimeline
Almanack Investment Partners, LLC.59,886$12.3M1.96%+38,21313F-HRTimeline
TSFG, LLC59,871$12.3M2.22%-10513F-HRTimeline
Secure Asset Management, LLC59,872$12.3M2.28%-99913F-HRTimeline
LaSalle St. Investment Advisors, LLC59,838$12.3M3.37%-3,26313F-HRTimeline
HALL LAURIE J TRUSTEE59,838$12.3M4.06%+26513F-HRTimeline
IVC Wealth Advisors LLC59,834$12.3M5.99%+15413F-HRTimeline
Chronos Wealth Management, LLC59,776$12.3M6.35%+17113F-HRTimeline
Kensington Investment Counsel, LLC59,647$12.2M5.25%+1,27113F-HRTimeline
First Business Financial Services, Inc.59,631$12.2M1.1%-1,56213F-HRTimeline
Castle Rock Wealth Management, LLC57,286$12.2M2.85%+3,01013F-HRTimeline
Freedom Financial Partners LLC59,500$12.2M5.15%-97213F-HRTimeline
Ardent Capital Management, Inc.59,461$12.2M5.85%-77,16713F-HRTimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC59,418$12.2M2.52%+49513F-HRTimelineGroup
Opal Wealth Advisors, LLC59,407$12.2M3.38%+1,53813F-HRTimeline
Walkner Condon Financial Advisors LLC59,387$12.2M2.24%-26613F-HRTimeline
DUDLEY CAPITAL MANAGEMENT, LLC59,269$12.2M6.1%-2,01913F-HRTimeline
Roof Eidam Maycock Peralta, LLC59,241$12.2M3%-85813F-HRTimeline
OAK HILL WEALTH ADVISORS, LLC57,844$12.1M2.52%-42513F-HRTimeline
DAVIDSON TRUST CO59,180$12.1M5.6%-58113F-HRTimeline
Pictet North America Advisors SA59,114$12.1M1.22%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC59,068$12.1M1.49%+65213F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC59,026$12.1M3.56%+8,64813F-HRTimeline
MANCHESTER FINANCIAL INC58,962$12.1M2.53%-2,43613F-HRTimeline
M. Kulyk & Associates, LLC58,928$12.1M2.63%-9513F-HRTimeline

Events

  • Newstead Jennifer sold 2,399 AAPL shares on 2026-10-06, Form 4 filed 2026-10-08. 0001140361-26-039158

    Accepted , ingested