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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
Ranch Capital Advisors Inc.39,006$9.77M4.61%+34613F-HRTimeline
Processus Wealth & Capital Management, …38,998$9.77M7.78%-51113F-HRTimeline
Portland Global Advisors LLC38,983$9.76M1.24%-1,88413F-HRTimeline
FPC INVESTMENT ADVISORY, INC.41,349$9.76M7.14%-1,64513F-HRTimeline
Bull Street Advisors, LLC38,939$9.75M4.7%-4013F-HRTimeline
Heritage Financial Services, LLC38,915$9.75M1.29%+2,29613F-HRTimeline
Bruce & Co., Inc.38,900$9.74M3.13%-80013F-HRTimeline
Founders Capital Management38,880$9.74M6.16%-66713F-HRTimeline
Lynch Asset Management, Inc.38,825$9.72M3.94%013F-HRTimeline
1248 Management, LLC38,812$9.72M4.19%13F-HRTimeline
Safeguard Investment Advisory Group, LLC38,805$9.72M2.67%+1,19613F-HRTimeline
Pasadena Private Wealth, LLC38,757$9.71M1.99%+1,67813F-HRTimeline
Brio Consultants, LLC38,689$9.69M1.52%+3,48913F-HRTimeline
Strategic Advocates LLC38,689$9.69M3.27%+3,33813F-HRTimeline
Pinnacle West Asset Management, Inc.38,680$9.69M6.93%-66013F-HRTimeline
SGL Investment Advisors, Inc.40,825$9.67M4.88%+20913F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…41,543$9.66M3.56%-76913F-HRTimeline
Harfst & Associates, Inc.38,560$9.66M2.01%-913F-HRTimeline
Resurgent Financial Advisors LLC38,551$9.65M5.69%-1,07613F-HRTimeline
ASAHI LIFE ASSET MANAGEMENT CO., LTD.38,543$9.65M5.88%-2,80713F-HRTimeline
Bernardo Wealth Planning LLC40,751$9.65M2.31%-7413F-HRTimeline
Transce3nd, LLC38,562$9.65M3.27%13F-HRTimeline
W ADVISORS, LLC38,495$9.64M5.96%+15913F-HRTimeline
Atlas Legacy Advisors, LLC38,444$9.63M2.33%13F-HRTimeline
Wayfinding Financial, LLC38,315$9.6M5.13%-54213F-HRTimeline
Ritter Daniher Financial Advisory LLC /…38,271$9.58M2.71%+63413F-HRTimeline
Cresta Advisors, Ltd.41,129$9.58M5.01%013F-HRTimeline
William Allan Corp38,261$9.58M5.89%-1,56013F-HRTimeline
HEADINVEST, LLC38,214$9.57M1.81%+40913F-HRTimeline
WOODWARD DIVERSIFIED CAPITAL, LLC38,193$9.56M7.03%-17,43513F-HRTimeline
Creekside Partners38,192$9.56M4.96%-75813F-HRTimeline
CORNERSTONE ENTERPRISES, LLC38,183$9.56M5.74%-3,24013F-HRTimeline
ASHTON THOMAS SECURITIES, LLC38,193$9.56M2.63%+3,08413F-HRTimeline
Virtue Capital Management, LLC38,179$9.56M1.92%-73513F-HRTimeline
Benchmark Financial Wealth Advisors, LLC38,165$9.56M3.06%+97613F-HRTimeline
Pacific Capital Wealth Advisors, Inc.38,135$9.55M1.59%-8413F-HRTimeline
Alta Wealth Advisors LLC38,118$9.55M4.18%-2113F-HRTimeline
Blackhawk Capital Partners, LLC38,084$9.54M4.94%-2,88613F-HRTimeline
Promethos Capital, LLC38,080$9.54M3.37%+1,33013F-HRTimeline
Insight Wealth Strategies, LLC37,991$9.51M1.28%-19,96313F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…37,841$9.48M0.71%-1,11613F-HRTimeline
BEACON INVESTMENT ADVISORS LLC37,822$9.47M4.45%+32013F-HRTimeline
US Asset Management LLC37,817$9.47M8.5%-1,24413F-HRTimeline
Pines Wealth Management, LLC39,920$9.45M4.11%13F-HRTimeline
NOESIS CAPITAL MANGEMENT CORP37,746$9.45M1.8%+6,11413F-HRTimeline
Boxwood Ventures, Inc.37,745$9.45M12.65%013F-HRTimeline
Sky Investment Group LLC37,721$9.45M1.73%-20113F-HRTimeline
VISTA CAPITAL PARTNERS, INC.37,689$9.44M1.1%+55113F-HRTimeline
McBroom & Associates, LLC37,680$9.44M5.34%+1,04313F-HRTimeline
Victrix Investment Advisors37,661$9.43M6.8%13F-HRTimeline
Aspire Growth Partners LLC37,722$9.43M9.23%13F-HRTimeline
PATRICK M SWEENEY & ASSOCIATES, INC37,634$9.42M7.06%-44513F-HRTimeline
Convergence Financial, LLC37,617$9.42M1.88%-1,16113F-HRTimeline
Orca Investment Management, LLC37,513$9.39M8.83%-2,53313F-HRTimeline
HALL CAPITAL MANAGEMENT CO INC37,426$9.37M4.37%13F-HRTimeline
Wealth Quarterback LLC37,341$9.35M4.39%+2,94313F-HRTimeline
Altshuler Shaham Ltd37,320$9.35M0.32%+6,04013F-HRTimeline
William Mack & Associates, Inc.37,316$9.34M9.78%13F-HRTimeline
Lummis Asset Management, LP37,308$9.34M11.84%-4,21013F-HRTimeline
Breed's Hill Capital LLC37,287$9.34M4.88%+10,47613F-HRTimeline
Great Waters Wealth Management37,275$9.33M1.2%+68613F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV39,648$9.33M3.64%13F-HRTimeline
ACIMA PRIVATE WEALTH, LLC37,221$9.32M3.14%-18213F-HRTimeline
Sterling Investment Counsel, LLC37,219$9.32M6.16%-32,60513F-HRTimeline
VANCE WEALTH, LLC37,205$9.32M3.6%-2,38513F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC37,150$9.3M1.98%-20113F-HRTimeline
Godshalk Welsh Capital Management, Inc.37,061$9.28M5.99%-1,54513F-HRTimeline
Omnia Family Wealth, LLC37,048$9.28M3.83%+74113F-HR/ATimeline
Midwest Financial Group LLC36,966$9.26M5.32%-1,15113F-HRTimeline
North Growth Management Ltd.37,000$9.25M1.76%-7,00013F-HRTimeline
NCM Capital Management, LLC36,922$9.25M4.17%+28913F-HRTimeline
Sterling Group Wealth Management, LLC36,903$9.24M4.79%-3513F-HRTimeline
Ellenbecker Investment Group36,897$9.24M1.65%+1,60613F-HRTimeline
Eagle Strategies LLC36,886$9.24M1.6%+34013F-HRTimeline
CEERA INVESTMENTS, LLC36,886$9.24M3.17%+64013F-HRTimeline
FSM Wealth Advisors, LLC40,398$9.22M2.26%+44313F-HRTimeline
Wilson & Boucher Capital Management, LLC36,791$9.21M6.53%-20013F-HRTimeline
Pettee Investors, Inc.36,767$9.21M4.68%013F-HRTimeline
Arista Wealth Management, LLC36,751$9.2M2.21%+10113F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV36,726$9.2M3.36%-5,49813F-HRTimeline
Rip Road Capital Partners LP36,700$9.19M7.77%013F-HRTimeline
Investment Partners Asset Management, I…36,676$9.18M7.21%-8113F-HRTimeline
Granite Bay Wealth Management, LLC36,603$9.17M3.4%+31013F-HRTimeline
BHK Investment Advisors, LLC36,569$9.16M3.44%-2,43613F-HRTimeline
Coppell Advisory Solutions LLC36,268$9.15M1.28%+3,62113F-HRTimeline
BYRNE FINANCIAL FREEDOM, LLC36,548$9.15M4.07%13F-HRTimeline
Per Stirling Capital Management, LLC.36,547$9.15M1.3%-1,56113F-HRTimeline
Trilogy Capital Inc.36,536$9.15M0.47%+34613F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…36,526$9.15M0.9%-1,14113F-HRTimelineGroup
Landing Point Financial Group, LLC38,575$9.14M6.97%13F-HRTimeline
Indie Asset Partners, LLC36,465$9.13M7.17%-41513F-HRTimeline
Alcosta Capital Management, Inc.36,437$9.12M5.32%+9013F-HRTimeline
McHugh Group, LLC36,436$9.12M6.81%13F-HRTimeline
ARBOR TRUST WEALTH ADVISORS, LLC36,432$9.12M4.27%+22313F-HRTimeline
Marion Wealth Management36,402$9.12M2.42%+40013F-HRTimeline
Argyle Capital Partners, LLC36,372$9.11M7.81%13F-HRTimeline
Dash Acquisitions Inc.38,195$9.1M1.94%+29813F-HRTimeline
Leelyn Smith, LLC36,325$9.1M1.62%+52713F-HRTimeline
COWA, LLC36,281$9.09M4.19%-97813F-HRTimeline
Cambridge Financial Group, Inc.36,277$9.08M3.75%13F-HRTimeline
Clayton Financial Group LLC36,226$9.07M3.27%-63613F-HRTimeline
Claris Financial LLC36,208$9.07M5.96%13F-HRTimeline
Forge First Asset Management Inc.36,200$9.06M3.25%013F-HRTimeline
SLT Holdings LLC36,187$9.06M8.58%13F-HRTimeline
Veracity Capital LLC36,173$9.06M3.3%-45613F-HRTimeline
Greenspring Advisors, LLC36,171$9.06M1.98%-1,87213F-HRTimeline
Weaver Consulting Group36,154$9.05M2.78%-17213F-HRTimeline
Gratus Wealth Advisors, LLC36,100$9.04M1.45%-72913F-HRTimeline
BANK HAPOALIM BMin group BANK HAPOALIM BM36,043$9.03M1.46%-3,57913F-HRTimelineGroup
Lokken Investment Group LLC35,993$9.01M3.89%-86713F-HRTimeline
Kingstone Capital Partners Texas, LLC35,987$9.01M7.32%13F-HRTimeline
LANDMARK WEALTH MANAGEMENT, INC.35,952$9M4.38%+6,94713F-HRTimeline
Family Firm, Inc.35,947$9M2%-2,31313F-HRTimeline
Tempus Wealth Planning, LLC35,937$9M2.75%+1,98613F-HRTimeline
Seelaus Asset Management LLC35,926$9M8.18%-36513F-HRTimeline
ORSER CAPITAL MANAGEMENT, LLC35,847$8.98M6.18%-1,10213F-HRTimeline
Cheviot Value Management, LLC35,820$8.97M1.72%-2,12213F-HRTimeline
New England Research & Management, Inc.35,820$8.97M4.56%-52813F-HRTimeline
Constitution Capital LLC35,788$8.96M5.03%-15613F-HRTimeline
Asset Advisors Investment Management, L…35,748$8.95M0.94%013F-HRTimeline
EMERALD ADVISERS, LLCgroup of 2 filers holding35,648$8.93M-3,453Timeline
Capital Management Associates, Inc35,606$8.92M3.34%-33413F-HRTimeline
Signet Investment Advisory Group, Inc.35,593$8.91M4.55%-3,10813F-HRTimeline
Chaney Capital Management, Inc.35,538$8.9M4.21%-48413F-HRTimeline
Clarus Wealth Advisors37,936$8.89M4.43%+1,06313F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC35,501$8.89M4.81%+2,24213F-HRTimeline
Nvest Financial, LLC35,491$8.89M4.51%+1,94313F-HRTimeline
CAPE ANN SAVINGS BANK35,439$8.87M5.22%-1,41613F-HRTimeline
Legacy Edge Advisors, LLC35,087$8.85M1.4%-1,88813F-HRTimeline
Purkiss Capital Advisors LLC35,334$8.85M7.64%13F-HRTimeline
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.35,331$8.85M5.98%-8413F-HRTimeline
Decker Retirement Planning Inc.35,319$8.84M5.13%13F-HRTimeline
First National Bank of Hutchinson35,319$8.84M5.35%+6,98213F-HRTimeline
Trueblood Wealth Management, LLC35,314$8.84M4.36%+7913F-HRTimeline
SUTTON PLACE INVESTORS LLC35,251$8.83M5.11%+54113F-HRTimeline
CATHY PARETO & ASSOCIATES, INC35,232$8.82M8.11%13F-HRTimeline
HOURGLASS CAPITAL, LLC35,229$8.82M2.43%-15813F-HRTimeline
Ellsworth Advisors, LLC35,163$8.81M2.31%+91113F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …35,159$8.8M2.01%new13F-HRTimelineGroup
Convergence Investment Partners, LLC35,110$8.79M1.97%-2,66013F-HRTimeline
Evolution Wealth Advisors, LLC35,089$8.79M1.47%+3,99813F-HRTimeline
Peregrine Asset Advisers, Inc.35,099$8.79M3.24%-3,12113F-HRTimeline
Oxinas Partners, LLC35,083$8.79M5.15%-91313F-HRTimeline
Ulland Investment Advisors, LLC35,047$8.78M5.6%-813F-HRTimeline
Cardinal Point Capital Management ULC35,031$8.77M1.39%+6,32913F-HRTimeline
Annis Gardner Whiting Capital Advisors,…35,026$8.77M2.46%-1,67813F-HRTimeline
Orion Porfolio Solutions, LLC53,905$8.77M0.09%-830,58713F-HRTimeline
Orion Portfolio Solutions, LLC53,905$8.77M0.09%-830,58713F-HRTimeline
Gateway Wealth Partners, LLC34,980$8.76M2.27%+1,68713F-HRTimeline
Paradiem, LLC34,976$8.76M2.35%013F-HRTimeline
My Legacy Advisors, LLC36,812$8.76M3.4%+1,40213F-HRTimeline
Fingerlakes Wealth Management, Inc.34,883$8.74M7.05%-43013F-HRTimeline
Shum Financial Group, Inc.34,806$8.72M7.53%-97713F-HRTimeline
Town & Country Bank & Trust CO dba Firs…34,806$8.72M3.4%-83313F-HRTimeline
Retirement Planning Co of New England, …34,802$8.72M4.23%+1,09713F-HRTimeline
Northstar Advisory Group, LLC34,795$8.71M4.44%+89513F-HRTimeline
Audent Global Asset Management, LLC34,785$8.71M5.67%+21,16213F-HRTimeline
tru Independence LLC34,783$8.71M2.74%-1,49813F-HRTimeline
Hudock, Inc.34,780$8.71M1.52%-60213F-HRTimeline
Ameliora Wealth Management Ltd.34,768$8.71M3.27%+4,84413F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC34,741$8.7M0.18%+16,79813F-HRTimelineGroup
Shoker Investment Counsel, Inc.34,721$8.7M2.94%+14913F-HRTimeline
Colorado Capital Management, Inc.34,712$8.69M4.21%-87113F-HRTimeline
NavPoint Financial, Inc.34,660$8.68M6.86%+42713F-HRTimeline
Abound Wealth Management34,527$8.65M2.77%-12813F-HRTimeline
Gitterman Wealth Management, LLC34,505$8.64M3.61%+3613F-HRTimeline
MFA WEALTH ADVISORS, LLC34,433$8.62M2.21%+1,63713F-HRTimeline
PALO ALTO WEALTH ADVISORS, LLC34,412$8.62M3.02%+27613F-HRTimeline
Monument Capital Management34,393$8.61M2.37%+3,43713F-HRTimeline
Summit Financial Wealth Advisors, LLC37,716$8.6M1.68%+63013F-HRTimeline
Black Diamond Financial, LLC34,318$8.59M1.29%+4,36213F-HRTimeline
LifeSteps Financial, Inc.34,280$8.58M6.59%+1,30113F-HRTimeline
Vigilare Wealth Management34,268$8.58M3.48%-3,17213F-HRTimeline
Fruth Investment Management34,181$8.56M2.36%-8113F-HRTimeline
YARGER WEALTH STRATEGIES, LLC34,160$8.55M4.93%-1,24413F-HRTimeline
WR Wealth Planners, LLC34,133$8.55M2.75%-1,78713F-HRTimeline
Select Asset Management & Trust34,126$8.55M3.31%+14,90013F-HRTimeline
INVESTMENT PARTNERS, LTD.34,115$8.54M3.52%+12413F-HRTimeline
INSPIRE TRUST CO, N.A.34,112$8.54M2.18%-3,54213F-HRTimeline
BCS Wealth Management34,108$8.54M2.12%+11,25513F-HRTimeline
Pacific Sage Partners, LLC34,096$8.54M1.95%+1,35113F-HRTimeline
Allred Capital Management, LLC34,039$8.52M3.3%-24613F-HRTimeline
Mason & Associates Inc34,033$8.52M2.01%+38913F-HRTimeline
Triton Wealth Management, PLLC38,055$8.51M4.38%+10,91613F-HRTimeline
Register Financial Advisors LLC33,975$8.51M4.27%+29113F-HRTimeline
Meridian Financial Partners LLC33,971$8.51M4.49%-11713F-HRTimeline
Montz Harcus Wealth Management LLC33,921$8.49M4.75%-14813F-HRTimeline
Advance Capital Management, Inc.33,882$8.48M0.39%+3,97713F-HRTimeline
Asset Management Advisors, LLC33,875$8.48M6.18%-6,57513F-HRTimeline
Abacus Wealth Partners, LLC33,871$8.48M1.27%-12,29013F-HRTimeline
Moran Wealth Management, LLC33,837$8.47M0.27%+1,10413F-HRTimeline
Samalin Investment Counsel, LLC33,820$8.47M3.63%+16813F-HRTimeline
Nova R Wealth, Inc.33,787$8.46M4.27%-31713F-HRTimeline
CORA CAPITAL ADVISORS LLC33,775$8.46M4.08%-90313F-HRTimeline
First County Bank /CT/33,761$8.45M4.72%-10,91613F-HRTimeline
Choice Wealth Advisors LLC33,749$8.45M4.32%-30113F-HRTimeline
Warm Springs Advisors Inc.33,718$8.44M7.83%13F-HRTimeline
Summit Place Financial Advisors, LLC33,657$8.43M4.79%-45913F-HRTimeline
Coastwise Capital Group, LLC33,645$8.43M6.73%-40813F-HRTimeline
1 NORTH WEALTH SERVICES LLC33,621$8.42M3.57%13F-HRTimeline

Events

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

    Accepted , ingested