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Disclosery

AAPL APPLE INC

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COM (common), issuer CIK 320193

5,598 managers (5,669 13F filers) reported a position in AAPL shares at 2024-12-31, 9,445,877,864 shares in all. 90 filers opened a position and 96 filers sold out during the quarter.

Managers
5,598
13F filers
5,669
New
90
Added
2,010
Reduced
2,610
Sold out
96
Shares held by filers
9,445,877,864

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
McGinn Penninger Investment Management,…62,397$15.6M10.44%-36613F-HRTimeline
Western Pacific Wealth Management, LP62,378$15.6M12.6%-4,49413F-HRTimeline
Manhattan West Asset Management, LLC62,254$15.6M4.21%-37,86113F-HRTimeline
Pekin Hardy Strauss, Inc.62,139$15.6M1.97%+35113F-HRTimeline
IFC Advisors LLC62,028$15.5M3.39%13F-HRTimeline
Cove Private Wealth, LLC62,009$15.5M9.33%+10,08513F-HRTimeline
BRIGHT ROCK CAPITAL MANAGEMENT, LLC62,000$15.5M3.31%013F-HRTimeline
BIP Wealth, LLC61,950$15.5M1.04%-67213F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.61,895$15.5M7.48%+3,87713F-HRTimeline
Souders Financial Advisors61,842$15.5M2.16%-11,64513F-HRTimeline
THAMES CAPITAL MANAGEMENT LLC61,806$15.5M4.2%013F-HRTimeline
Bell & Brown Wealth Advisors, LLC61,761$15.5M5.76%-58313F-HRTimeline
Indiana Trust & Investment Management Co61,722$15.5M5.26%-2,45413F-HRTimeline
IVC Wealth Advisors LLC61,709$15.5M8.65%-1,81113F-HRTimeline
Torray Investment Partners LLC61,648$15.4M2.21%+8013F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC61,645$15.4M1.22%-80913F-HRTimeline
Castle Rock Wealth Management, LLC63,103$15.4M3.68%-75813F-HRTimeline
Investor's Fiduciary Advisor Network, L…61,541$15.4M5.9%13F-HRTimeline
Index Fund Advisors, Inc.61,538$15.4M0.83%-1,87013F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC61,505$15.4M1.77%-12413F-HRTimeline
Hartford Financial Management Inc.61,492$15.4M3.15%+1,48213F-HRTimeline
KPP Advisory Services LLC61,479$15.4M3.63%+1,08013F-HRTimeline
Brick & Kyle, Associates61,388$15.4M6.54%-80313F-HRTimeline
McLean Asset Management Corp61,386$15.4M4.62%+8,89413F-HRTimeline
NWK Group, Inc.61,364$15.4M5.94%-1,37713F-HRTimeline
Vestmark Advisory Solutions, Inc.61,357$15.4M0.53%+3,67613F-HRTimeline
High Net Worth Advisory Group LLC61,342$15.4M4.29%-2,67313F-HRTimeline
Buffington Mohr McNeal61,320$15.4M2.55%+4,49613F-HRTimeline
VeraBank, N.A.61,278$15.3M4.33%-21913F-HRTimeline
O'Brien Wealth Partners LLC61,038$15.3M2.75%+24,64713F-HRTimeline
Stolper Co61,034$15.3M5.09%-43813F-HRTimeline
BANK OZK61,029$15.3M6.34%-1,21113F-HRTimeline
Zweig-DiMenna Associates LLC60,981$15.3M1.29%013F-HRTimeline
Freedom Financial Partners LLC60,945$15.3M7.36%13F-HRTimeline
Arkfeld Wealth Strategies, L.L.C.65,094$15.3M7.01%-4113F-HRTimeline
MYCIO WEALTH PARTNERS, LLC60,866$15.2M3.65%-4,86113F-HRTimeline
All Terrain Financial Advisors, LLC60,778$15.2M5.93%-6713F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC60,755$15.2M2.25%-1,07613F-HRTimeline
CENTRAL VALLEY ADVISORS, LLC60,691$15.2M6.91%+88413F-HRTimeline
LINCOLN CAPITAL CORP60,548$15.2M6.23%-17513F-HRTimeline
Chronos Wealth Management, LLC60,546$15.2M7.74%-55813F-HRTimeline
Stenger Family Office, LLC60,512$15.2M5.15%13F-HRTimeline
Jupiter Wealth Management LLC60,429$15.1M7.58%+1,23713F-HRTimeline
CITIZENS & NORTHERN CORPin group CITIZENS & NORTHERN CORP60,417$15.1M4.14%+2,83813F-HRTimelineGroup
CAPITAL INSIGHT PARTNERS, LLC60,402$15.1M2.61%+11213F-HRTimeline
Willow Creek Wealth Management Inc.60,395$15.1M1.54%-1,06813F-HRTimeline
IMS Capital Management60,313$15.1M7%-84913F-HRTimeline
Bradley & Co. Private Wealth Management…60,264$15.1M9.42%13F-HRTimeline
WIMMER ASSOCIATES 1, LLC60,232$15.1M7.46%-85913F-HRTimeline
Opal Wealth Advisors, LLC60,222$15.1M4.53%+2,17413F-HRTimeline
Masso Torrence Wealth Management Inc.60,181$15.1M7.92%-1,79713F-HRTimeline
Blue Edge Capital, LLC60,115$15.1M2.37%+1,70913F-HRTimeline
KELLEHER FINANCIAL ADVISORS60,034$15M5.68%-1,45213F-HRTimeline
HALL LAURIE J TRUSTEE60,092$15M4.94%+15013F-HRTimeline
Sandy Cove Advisors, LLC60,034$15M5.9%+6,44213F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC59,931$15M3.31%+12,76613F-HRTimeline
3Chopt Investment Partners, LLC59,924$15M5.15%+62213F-HRTimeline
Pictet North America Advisors SA59,911$15M1.43%-12013F-HRTimeline
NOVEM GROUP59,911$15M2.23%13F-HRTimeline
Buck Wealth Strategies, LLC59,873$15M3.12%+12,67313F-HRTimeline
Pacifica Partners Inc.61,479$15M6.48%-1,16113F-HRTimeline
Amplius Wealth Advisors, LLC59,763$15M1.53%+60013F-HRTimeline
Balentine LLC59,750$15M0.61%-48,78413F-HRTimeline
L2 Asset Management, LLC59,720$15M3.26%-21,80313F-HRTimeline
DAVIDSON TRUST CO59,667$14.9M7.69%-66513F-HRTimeline
DeDora Capital, Inc.59,561$14.9M4.08%-1,38413F-HRTimeline
Bridge Creek Capital Management LLC59,537$14.9M4.59%-1,79313F-HRTimeline
Salomon & Ludwin, LLC59,521$14.9M1.58%-2,74613F-HRTimeline
JT Stratford LLC59,423$14.9M2.45%+2,58013F-HRTimeline
Marshall Financial Group, LLC59,421$14.9M3.6%+3,12613F-HRTimeline
Capital Wealth Planning, LLC59,346$14.9M0.14%-2,449,37713F-HRTimeline
Clear Creek Financial Management, LLC59,332$14.9M1.61%+12,50113F-HRTimeline
Mechanics Financial Corp59,220$14.8M6.66%-19513F-HRTimeline
Cordgrass Capital Advisors, LLC59,195$14.8M4.3%-1,16013F-HRTimeline
City State Bank59,173$14.8M5.23%+3,62013F-HRTimeline
O'Brien Greene & Co. Inc59,156$14.8M4.81%+80413F-HRTimeline
OBSIDIAN CIO, LLC59,144$14.8M2.7%+5,55413F-HRTimeline
WealthShield Partners, LLC59,115$14.8M2.1%-4,23413F-HRTimeline
BALANCED WEALTH GROUP LLC62,672$14.8M6.64%013F-HRTimeline
Sepio Capital, LP59,038$14.8M1.18%-10,08713F-HRTimeline
WOODLEY FARRA MANION PORTFOLIO MANAGEME…58,947$14.8M0.74%+20,17413F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC58,940$14.8M2.24%-88213F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC58,890$14.7M2.9%-31,80613F-HRTimeline
Columbia Bank63,194$14.7M5.1%+2,55013F-HRTimeline
CHANNEL WEALTH LLC58,816$14.7M4.8%+49313F-HRTimeline
Princeton Global Asset Management LLC58,784$14.7M2.75%+62413F-HRTimeline
CARDEROCK CAPITAL MANAGEMENT INC58,750$14.7M3.69%-74113F-HRTimeline
GARDNER LEWIS ASSET MANAGEMENT L P58,748$14.7M3.73%-2,50213F-HRTimeline
First Business Financial Services, Inc.58,728$14.7M1.45%+58413F-HRTimeline
Sculati Wealth Management, LLC58,707$14.7M5.81%-99413F-HR/ATimeline
SJS Investment Consulting Inc.58,671$14.7M2.54%-73113F-HRTimeline
PKS Advisory Services, LLC58,668$14.7M3.67%13F-HRTimeline
STRATEGY ASSET MANAGERS LLC58,582$14.7M2.85%-3,69913F-HRTimeline
FIRST COMMUNITY TRUST NA58,503$14.7M10.47%-10513F-HRTimeline
WNY Asset Management, LLC58,493$14.6M1.82%-1,19713F-HRTimeline
Vanguard Capital Wealth Advisors58,465$14.6M15.95%-1,27413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Orca Wealth Management, LLC58,457$14.6M13.17%13F-HRTimeline
Walkner Condon Financial Advisors LLC58,415$14.6M2.97%+35613F-HRTimeline
Lafayette Investments, Inc.58,364$14.6M3.13%+6513F-HRTimeline
Ervin Investment Management, LLC58,141$14.6M9.39%-3,41813F-HRTimeline
CFS Investment Advisory Services, LLC58,088$14.5M1.3%+2,13613F-HRTimeline
Wescott Financial Advisory Group, LLC58,082$14.5M1.51%+1,84213F-HRTimeline
BUCKHEAD CAPITAL MANAGEMENT LLC58,028$14.5M4.65%-78413F-HRTimeline
VICUS CAPITAL58,021$14.5M1.29%+31313F-HRTimeline
OAK HILL WEALTH ADVISORS, LLC58,011$14.5M3.46%new13F-HRTimeline
Mathes Company, Inc.57,951$14.5M5.3%-79213F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA57,939$14.5M3.3%-78113F-HRTimeline
Northside Capital Management, LLC57,910$14.5M3.85%-1,14713F-HRTimeline
Duncan Williams Asset Management, LLC57,902$14.5M5.71%+24,53913F-HRTimeline
Carlson Capital Management57,832$14.5M0.63%+12,71813F-HRTimeline
ST. NICHOLAS PRIVATE ASSET MANAGEMENT, …57,829$14.5M12.94%13F-HRTimeline
Garden State Investment Advisory Servic…57,769$14.5M4.45%-82813F-HRTimeline
MARATHON CAPITAL MANAGEMENT57,789$14.5M3.61%-15113F-HRTimeline
BOSTON RESEARCH & MANAGEMENT INC57,665$14.4M3.49%-43613F-HR/ATimeline
McIlrath & Eck, LLC57,527$14.4M1.84%+1,29713F-HRTimeline
Timber Creek Capital Management LLC57,512$14.4M4.16%-57913F-HRTimeline
Thrive Wealth Management, LLC57,445$14.4M2.59%+8,56513F-HRTimeline
Trail Ridge Investment Advisors, LLC57,375$14.4M6.83%+45313F-HRTimeline
Texas Capital Bancshares Inc/TX57,367$14.4M5.78%+5213F-HRTimeline
POTENTIA WEALTH57,332$14.4M6.38%13F-HRTimeline
Lincoln Capital LLC57,304$14.3M3.02%-48113F-HRTimeline
Argentarii, LLC57,277$14.3M7.21%13F-HRTimeline
W1M Asset Management Ltd57,188$14.3M1.22%-15,00013F-HRTimeline
SATOVSKY ASSET MANAGEMENT LLC56,727$14.3M3.27%-42313F-HRTimeline
PACES FERRY WEALTH ADVISORS, LLC57,053$14.3M6.94%-4,88213F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT57,039$14.3M1.74%+3,76513F-HRTimeline
Abundance Wealth Counselors57,034$14.3M3.11%+1,68013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…56,966$14.3M2.88%+11,86313F-HRTimeline
Redhawk Wealth Advisors, Inc.56,946$14.3M1.93%+73413F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC56,914$14.3M7.36%-1,02313F-HRTimeline
Clay Northam Wealth Management, LLC56,843$14.2M9.19%-22013F-HRTimeline
Kensington Investment Counsel, LLC56,839$14.2M5.94%-1,06913F-HRTimeline
Millstone Evans Group, LLC56,786$14.2M9.69%13F-HRTimeline
1776 Wealth LLC125,680$14.2M6.53%+16913F-HRTimeline
Alaethes Wealth, LLC56,758$14.2M5.08%-41513F-HRTimeline
Alpha Family Trustin group Alpha Family Trust56,700$14.2M7.97%013F-HRTimelineGroup
Clearwater Capital Advisors, LLC56,686$14.2M1.39%-1,08013F-HRTimeline
ALKEON CAPITAL MANAGEMENT LLC56,627$14.2M0.08%013F-HRTimeline
NKCFO LLC56,550$14.2M6.23%013F-HRTimeline
KG Capital Management56,751$14.2M4.55%-1,50513F-HRTimeline
CNB Bank56,467$14.1M6.57%-1,23813F-HRTimeline
Miramar Capital, LLC56,443$14.1M3.37%+13213F-HRTimeline
FCG Investment Co56,272$14.1M8.57%+4,56513F-HRTimeline
Cladis Investment Advisory, LLC56,259$14.1M9.99%-5,70013F-HRTimeline
Aprio Wealth Management, LLC56,222$14.1M2.05%+8,22913F-HRTimeline
Rock Point Advisors, LLC56,041$14M4.09%-1,18713F-HRTimeline
Canopy Partners, LLC56,037$14M5.36%+7,37813F-HRTimeline
Abbot Financial Management, Inc.56,034$14M6.99%-29413F-HRTimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC56,027$14M3.51%+1,52813F-HRTimelineGroup
High Falls Advisors, Inc56,023$14M3.25%+54413F-HRTimeline
Roberts Capital Advisors, LLC55,974$14M11.73%013F-HRTimeline
Sendero Wealth Management, LLC55,904$14M2.09%-8,09513F-HRTimeline
HAZLETT, BURT & WATSON, INC.55,840$14M6.19%+3,65013F-HRTimeline
New Millennium Group LLC55,857$14M8.18%+2,20913F-HRTimeline
Sawyer & Company, Inc55,788$14M5.17%-1,34813F-HRTimeline
Private Portfolio Partners LLC55,689$13.9M2.56%+33513F-HRTimeline
Asio Capital, LLC55,671$13.9M2.63%-39513F-HRTimeline
Eastover Investment Advisors LLC55,660$13.9M6.52%-1,10713F-HRTimeline
Sugarloaf Wealth Management, LLC55,594$13.9M2.63%+11713F-HRTimeline
TLW Wealth Management, LLC55,544$13.9M8.29%-40113F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC55,507$13.9M0.84%-3,41613F-HRTimeline
Horizon Wealth Management, LLC55,439$13.9M2.42%+91413F-HRTimeline
Carmel Capital Management L.L.C.55,412$13.9M5.24%-1,43513F-HRTimeline
Point72 (DIFC) Ltd55,400$13.9M1.25%new13F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC57,268$13.9M1.94%-1,60413F-HRTimeline
Triton Financial Group Inc55,371$13.9M8.67%-1,70913F-HRTimeline
WealthBridge Capital Management, LLC55,285$13.8M3.85%-45613F-HRTimeline
Financial Advisors Network, Inc.55,284$13.8M2.3%13F-HRTimeline
CHEMUNG CANAL TRUST CO55,246$13.8M2.89%-2,90613F-HRTimeline
Roehl & Yi Investment Advisors, LLC55,240$13.8M7.61%13F-HRTimeline
PROMETHIUM ADVISORS,LLC55,234$13.8M9.47%-1,45313F-HRTimeline
Aventura Private Wealth, LLC55,141$13.8M7.43%13F-HRTimeline
Ballast, Inc.55,101$13.8M3.94%-1,75913F-HRTimeline
Freemont Management S.A.55,000$13.8M6.76%013F-HRTimeline
Alhambra Investment Management LLC54,941$13.8M7.06%-21913F-HRTimeline
TSFG, LLC54,933$13.8M2.83%+1,05113F-HRTimeline
GARRISON POINT ADVISORS, LLC54,921$13.8M6.52%+24,13113F-HRTimeline
Coston, McIsaac & Partners54,854$13.7M4.07%-7,03413F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC54,754$13.7M2.54%-44813F-HRTimeline
TFC Financial Management, Inc.54,735$13.7M2.17%+1,70513F-HRTimeline
Wambolt & Associates, LLC54,670$13.7M4.38%-28,35713F-HRTimeline
MENLO ADVISORS LLC54,617$13.7M6.98%+4113F-HRTimeline
LEDERER & ASSOCIATES INVESTMENT COUNSEL…54,607$13.7M9.55%-1,80913F-HRTimeline
Ethos Financial Group, LLC54,597$13.7M1.78%+2,79813F-HRTimeline
Owen LaRue, LLC54,534$13.7M7.14%+3,46313F-HRTimeline
EXCALIBUR MANAGEMENT CORP54,526$13.7M5.42%-70313F-HRTimeline
Prospect Financial Services LLC54,476$13.6M7.46%-4813F-HRTimeline
BONNESS ENTERPRISES INC54,440$13.6M4.78%013F-HRTimeline
B & T Capital Management DBA Alpha Capi…54,414$13.6M2.5%-85513F-HRTimeline
WRAPMANAGER INC54,402$13.6M3.49%+1,59213F-HRTimeline
American Investment Services, Inc.54,355$13.6M2.41%-20,48913F-HR/ATimeline
Old North State Trust, LLC54,348$13.6M8.66%+10,49413F-HRTimeline
Wealth Management Partners, LLC54,332$13.6M5.87%-13013F-HRTimeline
Sovereign Financial Group, Inc.54,216$13.6M3.12%+37713F-HRTimeline
Greater Midwest Financial Group, LLC54,187$13.6M8.59%+1,75213F-HRTimeline
BOURGEON CAPITAL MANAGEMENT LLC54,152$13.6M2.53%-28913F-HRTimeline
DOVER ADVISORS, LLC54,137$13.6M7.77%-2,45113F-HRTimeline
Bulltick Wealth Management, LLC54,106$13.5M3.19%-2,56713F-HRTimeline
Scissortail Wealth Management, LLC54,095$13.5M3.47%+53,65713F-HRTimeline
Financial Security Advisor, Inc.54,087$13.5M3.44%-1,51213F-HRTimeline

Events

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

    Accepted , ingested