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Disclosery

AAPL APPLE INC

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COM (common), issuer CIK 320193

5,538 managers (5,608 13F filers) reported a position in AAPL shares at 2025-03-31, 9,370,105,230 shares in all. 93 filers opened a position and 135 filers sold out during the quarter.

Managers
5,538
13F filers
5,608
New
93
Added
2,045
Reduced
3,102
Sold out
135
Shares held by filers
9,370,105,230

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Palumbo Wealth Management LLC52,467$11.7M3.9%+7,34113F-HRTimeline
CloudAlpha Capital Management Limited/H…52,443$11.6M1.78%-46,77513F-HRTimeline
Sepio Capital, LP52,354$11.6M0.92%-6,68413F-HRTimeline
Pflug Koory, LLC52,348$11.6M6.48%-35913F-HRTimeline
Strategic Financial Concepts, LLC52,332$11.6M2.18%-57113F-HRTimeline
Grace & Mercy Foundation, Inc.52,300$11.6M2.9%013F-HRTimeline
Signature Wealth Management Partners, L…52,135$11.6M7.58%-81813F-HRTimeline
Gemmer Asset Management LLC52,113$11.6M1.16%+78213F-HRTimeline
DMC Group, LLC52,096$11.6M9.43%-17113F-HRTimeline
NovaPoint Capital, LLC52,025$11.6M3.56%-1,51713F-HRTimeline
626 Financial, LLC52,006$11.6M5.95%+1,17713F-HRTimeline
Sawyer & Company, Inc51,973$11.5M4.66%-3,81513F-HRTimeline
MONTGOMERY INVESTMENT MANAGEMENT INC51,938$11.5M4.59%-1,10113F-HRTimeline
BROADWATER CAPITAL MANAGEMENT LLC51,693$11.5M8.99%-2,19513F-HR/ATimeline
JPL Wealth Management, LLC51,678$11.5M3.27%+20413F-HR/ATimeline
St. Johns Investment Management Company…51,650$11.5M5.67%+1,94313F-HRTimeline
Impact Capital Partners LLC51,620$11.5M4.15%+3,58113F-HRTimeline
Freestone Grove Partners LP51,605$11.5M0.12%new13F-HRTimeline
Scissortail Wealth Management, LLC51,595$11.5M2.94%-2,50013F-HRTimeline
BEACH INVESTMENT COUNSEL INC/PA51,495$11.4M1.68%-1,94513F-HRTimeline
Evolution Wealth Advisors, LLC51,434$11.4M1.91%+16,34513F-HRTimeline
Tsai Capital Corp51,431$11.4M9.4%+1813F-HRTimeline
NewSquare Capital LLC51,320$11.4M0.93%+5,12813F-HRTimeline
BKM Wealth Management, LLC51,199$11.4M4.68%+1,31013F-HRTimeline
Allied Investment Advisors, LLC51,170$11.4M2.15%-32,53613F-HRTimeline
EULAV Asset Management51,061$11.3M0.28%-33,00013F-HRTimeline
GPM Growth Investors, Inc.51,034$11.3M4.97%+913F-HRTimeline
Lincoln Capital LLC56,751$11.3M2.37%-55313F-HRTimeline
JT Stratford LLC51,017$11.3M2%-8,40613F-HRTimeline
Hanson & Doremus Investment Management50,952$11.3M1.65%+10,25213F-HRTimeline
Copperwynd Financial, LLC50,952$11.3M3.12%+92413F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.50,901$11.3M3.28%+1,30013F-HRTimeline
HARBOR ADVISORY CORP /MA/50,865$11.3M3.79%-55513F-HRTimeline
Purus Wealth Management, LLC50,765$11.3M4.8%+1,22713F-HRTimeline
FORTRESS PRIVATE LEDGER, LLC50,699$11.3M6.28%+83213F-HRTimeline
Highview Capital Management LLC/DE/50,693$11.3M4.71%+42913F-HRTimeline
Key Client Fiduciary Advisors, LLC50,631$11.2M5.18%-84913F-HRTimeline
United American Securities Inc. (d/b/a …in group United American Securities In…50,614$11.2M2.7%-41,58713F-HRTimelineGroup
Quantum Portfolio Management LLC50,560$11.2M5.69%+7,67613F-HRTimeline
Waterfront Wealth Inc.50,502$11.2M2.74%+79313F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV50,458$11.2M3%+2,09313F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC50,378$11.2M4.29%-30713F-HRTimeline
SYM FINANCIAL Corp50,301$11.2M1.38%+1,40113F-HRTimeline
WADDELL & ASSOCIATES, LLC50,249$11.2M1.36%+10,48713F-HR/ATimeline
Sitrin Capital Management LLC50,213$11.2M6.02%+21813F-HRTimeline
Orion Capital Management LLC50,200$11.2M4.7%+1,41513F-HRTimeline
Carnegie Lake Advisors LLC50,192$11.1M4.52%-56813F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC50,190$11.1M3.23%-1,91213F-HRTimeline
CONSOLIDATED CAPITAL MANAGEMENT, LLC50,174$11.1M4.63%-2,01213F-HRTimeline
ROMAN BUTLER FULLERTON & CO55,098$11.1M4.32%-7713F-HRTimeline
Colonial River Investments, LLC50,093$11.1M6.12%-3,85513F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN50,062$11.1M1.06%-1,99013F-HRTimeline
State of Wyoming50,051$11.1M1.47%+20,07913F-HRTimeline
Advanced Asset Management Advisors Inc50,007$11.1M3.05%-99313F-HRTimeline
Kentucky Farm Bureau Mutual Insurance Co50,000$11.1M2.61%013F-HRTimeline
Port Capital LLC49,833$11.1M0.5%-3,08013F-HRTimeline
Investor's Fiduciary Advisor Network, L…49,663$11M5.2%-11,87813F-HRTimeline
Elevated Capital Advisors, LLC49,655$11M3.09%+1,29713F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC49,623$11M2.32%-46213F-HRTimeline
Rede Wealth, LLC49,612$11M3.89%-5813F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT49,608$11M1.37%-7,43113F-HRTimeline
Bienville Capital Management, LLC49,601$11M2.67%-2,02713F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.49,535$11M10.48%-26313F-HRTimeline
STANSBERRY ASSET MANAGEMENT, LLC49,514$11M1.32%+1,08513F-HRTimeline
Beacon Capital Management, LLC49,402$11M1.48%-2,11213F-HRTimeline
Freedom Investment Management, Inc.49,391$11M0.92%+18213F-HRTimeline
RiverPark Advisors, LLCgroup of 2 filers holding49,348$11M+1,022Timeline
CAAS CAPITAL MANAGEMENT LP49,336$11M5.19%new13F-HRTimeline
Fox Hill Wealth Management49,241$10.9M6.46%-91013F-HRTimeline
Family Capital Trust Co49,219$10.9M3.92%-1213F-HRTimeline
SEARCY FINANCIAL SERVICES INC /ADV48,996$10.9M4.71%+97813F-HRTimeline
Prosperitas Financial LLC48,920$10.9M5.62%+67713F-HRTimeline
Slagle Financial, LLC48,901$10.9M4.82%+42913F-HRTimeline
RPg Family Wealth Advisory, LLC48,897$10.9M3.09%+2113F-HRTimeline
Cherry Creek Investment Advisors, Inc.48,876$10.9M5.65%-3,03113F-HRTimeline
WALLED LAKE PLANNING & WEALTH MANAGEMEN…48,805$10.8M3.85%-1,70213F-HRTimeline
Versant Capital Management, Inc48,710$10.8M1.82%+19,14713F-HRTimeline
SOL Capital Management CO48,617$10.8M1.19%-3,67613F-HRTimeline
VISTA INVESTMENT PARTNERS LLC48,615$10.8M3.29%+1,62413F-HRTimeline
Roberts Capital Advisors, LLC48,578$10.8M9.46%-7,39613F-HRTimeline
Garrett Wealth Advisory Group, LLC48,548$10.8M2.41%-35013F-HRTimeline
MTM Investment Management, LLC48,267$10.8M4.16%-99213F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC48,440$10.8M5.93%-2,99013F-HRTimeline
Financial Council, LLC48,436$10.8M5.8%-1,84113F-HRTimeline
Carl P. Sherr & Co., LLC48,362$10.7M5.88%-38613F-HRTimeline
Sandhill Capital Partners LLC48,325$10.7M0.88%-19713F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.48,279$10.7M5.1%-1,89913F-HRTimeline
CENTRAL VALLEY ADVISORS, LLC48,202$10.7M4.06%-12,48913F-HRTimeline
Savoie Capital LLC42,752$10.7M1.28%013F-HRTimeline
PENINSULA ASSET MANAGEMENT INC48,176$10.7M5.94%-83013F-HRTimeline
Stokes Capital Advisors, LLC48,114$10.7M2.72%+37013F-HRTimeline
Laraway Financial Advisors Inc48,111$10.7M8.49%-20313F-HRTimeline
Benson Investment Management Company, I…48,082$10.7M4.65%-5,75513F-HRTimeline
CGN Advisors LLC48,080$10.7M1.05%-15,94113F-HRTimeline
Greater Midwest Financial Group, LLC48,030$10.7M7.44%-6,15713F-HRTimeline
Towne Trust Company, N.A47,989$10.7M3.74%-1,53913F-HRTimeline
Valley Brook Capital Group, Inc.47,971$10.7M8.36%-2,40313F-HRTimeline
Yoder Wealth Management, Inc.47,968$10.7M6%-66113F-HRTimeline
Wealth Alliance Advisory Group, LLC47,919$10.6M2.21%-4,91813F-HRTimeline
PEOPLES FINANCIAL SERVICES CORP.47,891$10.6M5.11%-4,40813F-HRTimeline
Modus Advisors, LLC47,813$10.6M3.48%-21213F-HRTimeline
SAGE RHINO CAPITAL LLC47,803$10.6M2.46%-1,17613F-HRTimeline
VCI Wealth Management LLC47,715$10.6M4.45%+1,98613F-HRTimeline
Brentview Investment Management LLC47,697$10.6M5.64%+2,22313F-HRTimeline
Mathes Company, Inc.47,693$10.6M4.31%-10,25813F-HRTimeline
Merrion Investment Management Co, LLC47,691$10.6M7.61%-28513F-HRTimeline
THOMAS STORY & SON LLC47,665$10.6M4.12%+1,23613F-HRTimeline
TFC Financial Management, Inc.47,585$10.6M1.62%-7,15013F-HRTimeline
Chesapeake Wealth Management47,519$10.6M3.77%-1,01813F-HRTimeline
RAHLFS CAPITAL, LLC47,500$10.6M10.57%-2,49013F-HRTimeline
Agate Pass Investment Management, LLC47,498$10.6M4.51%+72313F-HRTimeline
Wealthquest Corp47,437$10.5M0.88%-1,77413F-HR/ATimeline
Financial Enhancement Group LLC52,728$10.5M1.64%+2,45413F-HRTimeline
Chris Bulman Inc47,341$10.5M6.64%+48413F-HRTimeline
INVESTMENT ADVISORY SERVICES INC /TX /A…47,340$10.5M3.8%-5,94213F-HRTimeline
OSTERWEIS CAPITAL MANAGEMENT INCin group OSTERWEIS CAPITAL MANAGEMENT …47,302$10.5M0.52%-30613F-HR/ATimelineGroup
NKCFO LLC47,300$10.5M4.89%-9,25013F-HRTimeline
Haven Capital Group, Inc.47,282$10.5M11.57%+41513F-HRTimeline
LeClair Wealth Partners LLC47,257$10.5M7.56%-38513F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC47,255$10.5M2.09%+19413F-HRTimeline
Integrated Investment Consultants, LLC47,251$10.5M2.09%+3,81013F-HR/ATimeline
CoreFirst Bank & Trust47,174$10.5M6.74%-2,16413F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.47,174$10.5M5.45%-1,01613F-HRTimeline
Pettinga Financial Advisors LLC47,128$10.5M2.46%-7213F-HRTimeline
Atlantic Edge Private Wealth Management…47,127$10.5M3.2%-19913F-HRTimeline
DAGCO, INC.47,097$10.5M3.38%+73413F-HRTimeline
Affiance Financial, LLC47,063$10.5M2.44%-4,58313F-HRTimeline
jvl associates llc47,044$10.4M4.22%-1,54813F-HRTimeline
RedJay Asset Management Inc.47,000$10.4M5.64%new13F-HRTimeline
ADVISORS MANAGEMENT GROUP INC /ADV46,997$10.4M2.27%-44513F-HRTimeline
ORLEANS CAPITAL MANAGEMENT CORP/LA46,960$10.4M6.14%-32013F-HRTimeline
Morling Financial Advisors, LLC46,929$10.4M3.59%+4,64613F-HRTimeline
West Family Investments, Inc.46,853$10.4M3.92%+1,64413F-HRTimeline
Glass Wealth Management Co LLC46,831$10.4M6.24%+40513F-HRTimeline
LYNCH & ASSOCIATES/IN46,816$10.4M2.25%-2313F-HRTimeline
LCM Capital Management Inc46,815$10.4M6.11%+85713F-HRTimeline
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC46,803$10.4M1.95%-4,00713F-HRTimelineGroup
Curated Wealth Partners LLC46,738$10.4M1.34%-2,57913F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC46,728$10.4M3.39%-81413F-HRTimeline
Truvestments Capital LLC46,687$10.4M2.25%+4,46613F-HRTimeline
Grey Ledge Advisors, LLC46,667$10.4M2.72%+20013F-HRTimeline
Cascades Capital Asset Management, LLC46,658$10.4M5.59%-38613F-HRTimeline
Leeward Financial Partners, LLC46,648$10.4M3.87%+99913F-HRTimeline
RDA Financial Network46,643$10.4M3.09%+1,19413F-HRTimeline
Palogic Value Management, L.P.46,606$10.4M4.56%-2,10713F-HR/ATimeline
PIN OAK INVESTMENT ADVISORS INC47,874$10.3M7.87%+18,45213F-HRTimeline
GS Investments, Inc.46,462$10.3M4.86%-39313F-HRTimeline
Goodman Advisory Group, LLC46,412$10.3M3.14%-1,64813F-HR/ATimeline
BWM Planning, LLC46,090$10.2M4.33%-59713F-HRTimeline
Greenline Partners, LLC46,062$10.2M1.59%+4,83013F-HRTimeline
Pacific Sun Financial Corp46,037$10.2M5.82%+72713F-HRTimeline
Ally Financial Inc.in group Ally Financial Inc.46,000$10.2M1.15%+35,00013F-HRTimelineGroup
OV Management LLC45,852$10.2M4.77%+4,16313F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC45,821$10.2M2.77%-79413F-HRTimeline
NIA IMPACT ADVISORS, LLC45,768$10.2M3.77%-3,29213F-HRTimeline
CONNABLE OFFICE INC45,763$10.2M1.08%-4,54513F-HRTimeline
Capstone Wealth Management Group LLCin group Capstone Wealth Management Gr…45,709$10.2M8.11%-1,78513F-HRTimelineGroup
BANTAMAC CAPITAL, LLC45,683$10.1M4.87%+27,58113F-HRTimeline
FSM Wealth Advisors, LLC45,617$10.1M2.28%+5,21913F-HRTimeline
American Trust Investment Advisors, LLC45,483$10.1M4.22%-64413F-HRTimeline
ANB BANK45,469$10.1M4.51%-2,42813F-HRTimeline
Centerpoint Advisors, LLC45,422$10.1M3.73%-1,52813F-HRTimeline
Heirloom Wealth Management45,416$10.1M2.89%+1,57513F-HRTimeline
Jupiter Wealth Management LLC48,290$10.1M6.11%-12,13913F-HRTimeline
Purkiss Capital Advisors LLC45,371$10.1M7.61%+10,03713F-HRTimeline
GILDER GAGNON HOWE & CO LLC45,335$10.1M0.13%-1,06113F-HRTimeline
Impact Partnership Wealth, LLC45,312$10.1M2.15%+86513F-HRTimeline
CIM INVESTMENT MANAGEMENT INC45,294$10.1M2.3%-3,28813F-HRTimeline
Spinnaker Investment Group, LLC45,286$10.1M2.27%-1,42813F-HRTimeline
Fairvoy Private Wealth, LLC45,260$10.1M2.76%-3,65413F-HRTimeline
Smallwood Wealth Investment Management,…45,251$10.1M6.33%+61113F-HRTimeline
Meritas Wealth Management, LLC45,178$10M5.89%-24913F-HRTimeline
Enterprise Financial Services Corpin group Enterprise Financial Services…45,145$10M5.93%-88113F-HRTimelineGroup
Faithward Advisors, LLC45,139$10M1.75%-77213F-HRTimeline
Horst & Graben Wealth Management LLC45,059$10M1.8%+2,42013F-HRTimeline
SAGE ADVISORS, LLC45,056$10M7.04%+95913F-HRTimeline
Provenance Wealth Advisors, LLC45,030$10M1.44%-19,54513F-HRTimeline
Notis-McConarty Edward45,025$10M5.14%-3,29013F-HRTimeline
KP Management LLC45,000$10M3.84%013F-HRTimeline
Eagle Bay Advisors LLC44,906$9.97M8.45%-6,72713F-HRTimeline
Paul R. Ried Financial Group, LLC44,904$9.97M6.95%+16913F-HRTimeline
Royal Fund Management, LLC44,745$9.95M1.19%+68913F-HRTimeline
Summit Asset Management, LLC44,792$9.95M1.72%+1,04113F-HRTimeline
Paragon Private Wealth Management, LLC44,784$9.95M4.62%+2,30013F-HRTimeline
Cohen Investment Advisors LLC44,757$9.94M5.77%+4,32413F-HR/ATimeline
Shorepath Capital Management LLC44,685$9.93M7.49%-27413F-HRTimeline
SECURITY NATIONAL BANK OF SO DAK44,679$9.92M5.62%+1,61113F-HRTimeline
LAFFER TENGLER INVESTMENTS, INC.44,677$9.92M2.19%-6,93013F-HRTimeline
WestHill Financial Advisors, Inc.44,645$9.92M2.27%-2,18913F-HRTimeline
SONATA CAPITAL GROUP INC44,631$9.91M4.32%-73813F-HRTimeline
ABLE Financial Group, LLC44,608$9.91M2.78%-20113F-HRTimeline
Cetera Trust Company, N.A44,572$9.9M6.31%-52513F-HRTimeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.44,564$9.9M2.09%+42,82713F-HRTimeline
Cross Staff Investments Inc44,525$9.89M7.47%+5913F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC44,474$9.88M2.19%+31613F-HRTimeline
Snider Financial Group44,421$9.87M3.21%-2,35613F-HRTimeline
Investmark Advisory Group LLC44,399$9.86M4.87%-2,34413F-HRTimeline
BEACON FINANCIAL GROUP44,357$9.85M1.08%+1,28013F-HRTimeline
BigSur Wealth Management LLC44,327$9.85M2.67%-5,60013F-HRTimeline
DRW Securities, LLC44,325$9.85M0.83%-112,77513F-HRTimeline

Events

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

    Accepted , ingested