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Disclosery

AAPL APPLE INC

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COM (common), issuer CIK 320193

6,052 managers (6,132 13F filers) reported a position in AAPL shares at 2025-12-31, 9,608,019,457 shares in all. 94 filers opened a position and 97 filers sold out during the quarter.

Managers
6,052
13F filers
6,132
New
94
Added
2,088
Reduced
2,980
Sold out
97
Shares held by filers
9,608,019,457

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
LATHROP INVESTMENT MANAGEMENT CO70,348$19.1M3.47%+36413F-HRTimeline
TOWER TRUST & INVESTMENT Co70,338$19.1M12.03%-49713F-HRTimeline
BankPlus Trust Departmentgroup of 2 filers holding70,269$19.1M-2,924Timeline
Third View Private Wealth, LLC70,217$19.1M2.57%13F-HRTimeline
Clear Creek Financial Management, LLC70,151$19.1M1.56%-1,31013F-HRTimeline
CAPITAL COUNSEL LLC/NY70,137$19.1M0.73%-1,35513F-HRTimeline
Bell Asset Management Ltd69,815$19.1M5.09%-28,00113F-HRTimeline
LMR Partners LLPin group LMR Partners LLP70,013$19M0.18%+69,07513F-HRTimelineGroup
Baldwin Investment Management, LLC69,950$19M2.15%-2,53613F-HRTimeline
Union Heritage Capital, LLC69,738$19M6.42%-1,50013F-HRTimeline
Balboa Wealth Partners69,701$18.9M3.13%-4213F-HRTimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC69,693$18.9M3.25%+5,32313F-HRTimelineGroup
Strategic Financial Services, Inc.68,104$18.9M0.87%-3,50013F-HRTimeline
J. Derek Lewis & Associates Inc.69,651$18.9M4.44%13F-HRTimeline
HARMONY ASSET MANAGEMENT LLC69,571$18.9M6.34%-38313F-HRTimeline
Consilium Wealth Advisory, LLC69,389$18.9M6.96%+14013F-HRTimeline
Centric Wealth Management69,854$18.9M3.98%+2,35613F-HRTimeline
N.E.W. Advisory Services LLC69,291$18.8M1.39%+15,62013F-HRTimeline
Balentine LLC69,165$18.8M0.71%+18,32213F-HRTimeline
Abacus Wealth Partners, LLC69,153$18.8M1.84%+41,77913F-HRTimeline
Borer Denton & Associates, Inc.69,067$18.8M6.33%-81913F-HRTimeline
Alpha Omega Wealth Management LLC69,034$18.8M3.11%-3,46913F-HRTimeline
Finer Wealth Management, Inc.68,954$18.7M9.07%+75213F-HRTimeline
Summit Financial Strategies, Inc.68,912$18.7M1.54%+53613F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC68,845$18.7M3.01%+10,72613F-HRTimeline
LAFFER TENGLER INVESTMENTS, INC.68,836$18.7M2.89%-93113F-HRTimeline
Olde Wealth Management, LLC68,786$18.7M5.75%-26113F-HRTimeline
PINCUS CAPITAL MANAGEMENT, LP68,733$18.7M12.47%13F-HRTimeline
Fortitude Family Office, LLC68,663$18.7M4.37%-1,50313F-HRTimeline
Frisch Financial Group, Inc.68,620$18.7M4.18%-3,82513F-HRTimeline
Salomon & Ludwin, LLC69,693$18.6M1.65%+71013F-HRTimeline
Everest Financial Group LLC68,501$18.6M4.17%13F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC68,475$18.6M2.04%-10413F-HRTimeline
Texas Bank & Trust Co68,464$18.6M6.77%-28213F-HRTimeline
Financial Advisors Network, Inc.68,432$18.6M2.55%+1,91413F-HRTimeline
LaSalle St. Investment Advisors, LLC68,388$18.6M2.99%+6,28713F-HRTimeline
IFG Advisors, LLC68,274$18.6M3.09%-51913F-HRTimeline
Stonebrook Private Inc.68,194$18.5M3.88%-16,39113F-HRTimeline
Heritage Wealth Management, Inc.68,139$18.5M5.15%-2,82413F-HRTimeline
American Trust68,055$18.5M1.56%-3,68013F-HRTimeline
Delta Investment Management, LLC68,043$18.5M3.21%+7,80513F-HRTimeline
First Dallas Securities Inc.68,024$18.5M6.88%-64313F-HRTimeline
Birch Capital Management, LLC67,831$18.4M9.2%-72113F-HRTimeline
Mission Creek Capital Partners, Inc.85,793$18.4M3.72%+2,04813F-HRTimeline
CALTON & ASSOCIATES, INC.67,782$18.4M2.71%+6813F-HRTimeline
S.E.E.D. Planning Group LLC67,740$18.4M5.25%-96313F-HRTimeline
KELLEHER FINANCIAL ADVISORS67,581$18.4M4.21%+7,77213F-HRTimeline
Compton Wealth Advisory Group, LLC67,567$18.4M4.01%+3,94613F-HRTimeline
DRW Securities, LLC67,512$18.4M1.4%-4,67213F-HRTimeline
Aviso Financial Inc.67,415$18.3M0.7%+4,29013F-HRTimeline
ADIRONDACK TRUST CO67,281$18.3M6.02%-88113F-HRTimeline
Ellevest, Inc.67,273$18.3M2.53%-1,72113F-HRTimeline
HIMENSION CAPITAL (SINGAPORE) PTE. LTD.67,239$18.3M1.13%-244,92213F-HRTimeline
Global Assets Advisory, LLC67,139$18.3M5.22%+1,07313F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC67,267$18.2M2.88%-83313F-HRTimeline
SmartHarvest Portfolios, LLC67,043$18.2M6.33%13F-HRTimeline
Round Rock Advisors LLC66,993$18.2M2.74%-3,12313F-HR/ATimeline
DOHENY ASSET MANAGEMENT /CA66,979$18.2M11.12%-30813F-HRTimeline
Lipe & Dalton66,911$18.2M8.99%-2,48213F-HRTimeline
Capital Investment Counsel, LLC66,884$18.2M2.53%+40013F-HRTimeline
3Chopt Investment Partners, LLC66,830$18.2M4.07%-7,82013F-HRTimeline
Lee Financial Co66,755$18.1M2.45%-48,24413F-HRTimeline
HHM Wealth Advisors, LLC66,741$18.1M2.14%-2,32713F-HRTimeline
Edgestream Partners, L.P.66,727$18.1M0.51%+43,00013F-HRTimeline
Taylor Securities Services, Inc.66,722$18.1M8.27%13F-HRTimeline
Heartland Bank & Trust Co66,706$18.1M7.68%-2,21613F-HRTimeline
NORTHBRIDGE FINANCIAL GROUP, LLC66,615$18.1M8.13%13F-HRTimeline
Empirical Asset Management, LLC88,473$18.1M5.11%-5,20813F-HRTimeline
Bryant Woods Investment Advisors, LLC66,513$18.1M7.01%-78413F-HRTimeline
KRS Capital Management, LLC66,436$18.1M10.39%-15613F-HRTimeline
Catalyst Funds Management Pty Ltd66,300$18M4.18%-82,90013F-HRTimeline
Arlington Financial Advisors, LLC66,219$18M2.58%-28,56313F-HRTimeline
DOVER ADVISORS, LLC66,170$18M6.97%-35513F-HRTimeline
Diligent Investors, LLC66,086$18M4.42%-1,59113F-HRTimeline
CANTOR FITZGERALD, L. P.group of 2 filers holding65,994$17.9M-41,625Timeline
Councilmark Asset Management, LLC65,876$17.9M10.02%-97013F-HRTimeline
Aspen Grove Capital, LLC65,851$17.9M3.1%-1,34013F-HRTimeline
TRUST CO OF OKLAHOMA65,837$17.9M5.22%-34113F-HRTimeline
Indiana Trust & Investment Management Co65,833$17.9M5.28%+5,20613F-HRTimeline
LMG Wealth Partners, LLC65,728$17.9M3.33%-7,27113F-HRTimeline
Asset Advisory Group, Inc.65,682$17.9M8.92%13F-HRTimeline
Keudell/Morrison Wealth Management65,575$17.8M3.75%13F-HRTimeline
Hartford Financial Management Inc.65,476$17.8M4.62%+98013F-HRTimeline
University of Wisconsin Foundation65,442$17.8M14.96%+26,04013F-HRTimeline
CHARTER RESEARCH & INVESTMENT GROUP, IN…65,434$17.8M11.88%-1,50013F-HRTimeline
GRAYBILL WEALTH MANAGEMENT, LTD.65,404$17.8M5.25%-59913F-HRTimeline
Coppell Advisory Solutions LLC65,086$17.8M1.75%-3,96613F-HRTimeline
Patten Group, Inc.65,370$17.8M3.29%-1,90813F-HRTimeline
West Family Investments, Inc.65,355$17.8M4.17%-4,56613F-HRTimeline
Palumbo Wealth Management LLC65,355$17.8M4.38%+32813F-HRTimeline
ROBERTS GLORE & CO INC /IL/65,351$17.8M4.73%-1,84013F-HRTimeline
Austin Private Wealth, LLC65,290$17.7M1.33%-2,71113F-HRTimeline
All Terrain Financial Advisors, LLC65,212$17.7M5.44%+8,30413F-HRTimeline
Cerro Pacific Wealth Advisors LLC65,207$17.7M4.78%-1,36413F-HRTimeline
Bay Rivers Group65,190$17.7M7.17%+1,18113F-HRTimeline
SHP Wealth Management65,151$17.7M1.38%13F-HRTimeline
Greenfield Savings Bank65,089$17.7M7.44%-92613F-HRTimeline
CFS Investment Advisory Services, LLC65,003$17.7M1.29%+5,11413F-HRTimeline
Cercano Management LLC64,847$17.6M0.67%-16,59613F-HRTimeline
Pandora Wealth, Inc.64,798$17.6M10.71%+44513F-HRTimeline
HAMEL ASSOCIATES, INC.64,713$17.6M5.3%-7,56413F-HRTimeline
TSG Advice Partners, LLC64,714$17.6M2.69%13F-HRTimeline
ATLAS CAPITAL ADVISORS INC.64,611$17.6M1.96%13F-HRTimeline
Hudson Value Partners, LLC64,340$17.5M5.24%-2,04913F-HRTimeline
Generali Investments CEE, investicni sp…64,491$17.5M1.24%+1,22313F-HRTimeline
HAZLETT, BURT & WATSON, INC.64,435$17.5M5.6%+1,84213F-HRTimeline
Kercheville Advisors, LLC70,547$17.5M4.59%-48913F-HRTimeline
IFC Advisors LLC64,437$17.5M2.56%+5,48813F-HRTimeline
Sterling Investment Counsel, LLC65,301$17.5M5.02%+9,41413F-HRTimeline
Arkfeld Wealth Strategies, L.L.C.67,098$17.5M6%-12913F-HRTimeline
Core Wealth Partners LLC64,091$17.4M7.85%-56613F-HRTimeline
Financial Planning Hawaii, Inc.64,047$17.4M10.03%13F-HRTimeline
Financial Perspectives, Inc63,890$17.4M4.68%-7813F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC63,834$17.4M1.07%+11813F-HRTimeline
Consolidated Investment Group LLC63,762$17.3M2.07%013F-HRTimeline
Tempo Wealth, LLC63,697$17.3M3.08%13F-HRTimeline
CHANNEL WEALTH LLC63,666$17.3M4.38%+6,10813F-HRTimeline
OKABENA INVESTMENT SERVICES INC63,555$17.3M3.3%+21,45613F-HRTimeline
SPRING CAPITAL MANAGEMENT, LLC63,500$17.3M8.74%-2,13413F-HRTimeline
Analyst IMS Investment Management Servi…in group Analyst IMS Investment Manage…63,402$17.2M0.5%-11,81113F-HRTimelineGroup
IRON Financial LLC63,351$17.2M7.92%-58713F-HRTimeline
Triumph Capital Management63,341$17.2M3.72%+47,28413F-HRTimeline
BOK Financial Private Wealth, Inc.63,239$17.2M1.05%+1,13013F-HRTimeline
Glassy Mountain Advisors, Inc.63,192$17.2M5.19%-3,43213F-HRTimeline
DLK Investment Management, LLC63,132$17.2M6.39%+11213F-HRTimeline
Churchill Financial Advisors, LLC63,093$17.2M5.24%13F-HRTimeline
CWS Financial Advisors, LLC63,058$17.1M4.65%-1,93513F-HRTimeline
AssuredPartners Investment Advisors, LLC62,937$17.1M2.55%+31,75913F-HRTimeline
Shulman DeMeo Asset Management LLC62,924$17.1M3.88%-13813F-HRTimeline
MUHLENKAMP & CO INC62,841$17.1M4.59%+16813F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC62,812$17.1M4.8%+37213F-HRTimeline
MONARCH CAPITAL MANAGEMENT INC62,763$17.1M4.19%-2,30413F-HRTimeline
Silverleafe Capital Partners, LLC62,727$17.1M5.07%-1,40313F-HRTimeline
BURKE & HERBERT BANK & TRUST CO62,700$17M4.71%+21213F-HRTimeline
Trivant Custom Portfolio Group, LLC62,685$17M9.81%-16913F-HRTimeline
Runnymede Capital Advisors, Inc.62,685$17M9.81%+37,18613F-HRTimeline
Kensington Investment Counsel, LLC62,644$17M6.92%+1,39413F-HRTimeline
Two Point Capital Management, Inc.62,604$17M6.9%-42813F-HRTimeline
Georgetown University62,550$17M6.77%+5913F-HRTimeline
Wealth Dimensions Group, Ltd.62,548$17M3.37%-1,38113F-HRTimeline
WESTCO ADVISORY SERVICES INC /ADV62,421$17M10.43%13F-HRTimeline
Investor's Fiduciary Advisor Network, L…62,352$17M3.64%+2,74913F-HRTimeline
Physician Wealth Advisors, Inc.62,305$16.9M2.36%-16,95413F-HRTimeline
Bangor Savings Bank62,297$16.9M1.36%-2,57413F-HRTimeline
Bell & Brown Wealth Advisors, LLC62,246$16.9M5.45%-36513F-HR/ATimeline
NVWM, LLC62,200$16.9M3.68%-94913F-HRTimeline
Curbstone Financial Management Corp62,087$16.9M3.23%-53613F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…62,085$16.9M1.41%+15,76713F-HRTimelineGroup
Olistico Wealth, LLC62,074$16.9M8.23%-1,00513F-HRTimeline
WADDELL & ASSOCIATES, LLC62,029$16.9M1.14%+3,07813F-HRTimeline
MYCIO WEALTH PARTNERS, LLC61,908$16.8M3.48%+2113F-HRTimeline
Secure Asset Management, LLC61,889$16.8M2.65%-53613F-HRTimeline
THAMES CAPITAL MANAGEMENT LLC61,806$16.8M2.44%013F-HRTimeline
WIMMER ASSOCIATES 1, LLC61,705$16.8M7.8%+2,65113F-HRTimeline
FF Advisors,LLC61,574$16.7M7.46%+20313F-HRTimeline
Foster Victor Wealth Advisors, LLC65,502$16.7M0.98%-1,14513F-HRTimeline
PLANNING ALTERNATIVES LTD /ADV61,329$16.7M2.1%+96613F-HRTimeline
Accretive Wealth Partners, LLC61,201$16.6M4.94%-29113F-HRTimeline
Bollard Group LLC61,157$16.6M0.44%-6,06413F-HRTimeline
New Republic Capital, LLC61,031$16.6M4.43%+32,77313F-HRTimeline
Concentric Capital Strategies, LP61,008$16.6M0.86%-49,06713F-HRTimeline
ALPINE WOODS CAPITAL INVESTORS, LLCin group ALPINE WOODS CAPITAL INVESTOR…60,965$16.6M3.95%-80713F-HRTimelineGroup
Alpha Family Trustin group Alpha Family Trust60,770$16.5M7.53%013F-HRTimelineGroup
VCI Wealth Management LLC60,761$16.5M4.59%+6,42113F-HRTimeline
General Partner, Inc.60,680$16.5M9.35%-3,40013F-HRTimeline
Souders Financial Advisors60,589$16.5M1.89%+93313F-HRTimeline
Fielder Capital Group LLC60,567$16.5M3.5%+42,51613F-HRTimeline
Empire Financial Management Company, LLC60,426$16.4M3.57%-1,27513F-HRTimeline
Harrington Investments, INC60,418$16.4M8.25%-2,89713F-HRTimeline
Soundwatch Capital LLC60,417$16.4M2.55%-17313F-HRTimeline
United American Securities Inc. (d/b/a …in group United American Securities In…60,382$16.4M3.46%-79913F-HRTimelineGroup
Atlas Legacy Advisors, LLC61,424$16.4M2.88%+4,53313F-HRTimeline
Hedeker Wealth, LLC60,301$16.4M3.44%-1,53913F-HRTimeline
BANK OZK60,255$16.4M5.78%-85013F-HRTimeline
Manhattan West Asset Management, LLC60,189$16.4M3.35%-2,22513F-HRTimeline
Walkner Condon Financial Advisors LLC60,177$16.4M2.27%-40913F-HRTimeline
Capital Advisors Wealth Management, LLC59,951$16.3M2.22%+22613F-HRTimeline
JT Stratford LLC59,932$16.3M2.09%+1,26613F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC59,918$16.3M3.66%-2,21213F-HRTimeline
WRIGHT INVESTORS SERVICE INC59,886$16.3M4.89%-1,17313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
EXCALIBUR MANAGEMENT CORP59,822$16.3M5.86%-2,44613F-HRTimeline
MOUNT VERNON ASSOCIATES INC /MD/59,809$16.3M10.94%-88013F-HRTimeline
Greenspring Advisors, LLC59,774$16.3M1%+25,56913F-HRTimeline
VICUS CAPITAL59,763$16.2M1.22%+22113F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC59,662$16.2M6.34%-1,31413F-HRTimelineGroup
LJI Wealth Management, LLC59,513$16.2M2.47%-30313F-HRTimeline
City State Bank59,486$16.2M4.43%-19713F-HRTimeline
Sandy Cove Advisors, LLC59,318$16.1M4.78%-1,73413F-HRTimeline
Wescott Financial Advisory Group, LLC59,262$16.1M1.41%-1,93413F-HRTimeline
Kaizen Financial Strategies59,258$16.1M7.11%-2,06913F-HRTimeline
Genus Capital Management Inc.59,194$16.1M1.87%+36,92013F-HRTimeline
Kranot Hishtalmut Le Morim Ve Gananot H…group of 2 filers holding59,182$16.1M0Timeline
Ardent Capital Management, Inc.59,154$16.1M6.36%-24913F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC59,148$16.1M3.14%+2,47013F-HRTimeline
Solstein Capital, LLC59,068$16.1M6.44%-7,25913F-HRTimeline
ANCHYRA PARTNERS LLC59,011$16M4.92%13F-HRTimeline
Revisor Wealth Management LLC64,161$16M4.29%+9,22113F-HRTimeline
ARMSTRONG HENRY H ASSOCIATES INC58,963$16M1.49%-37313F-HRTimeline
Advocacy Wealth Management, LLC58,919$16M0.67%-99213F-HRTimeline
BLODGETT WEALTH ADVISORS, LLC58,887$16M11.17%-82313F-HRTimeline

Events

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

    Accepted , ingested