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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)2026-10-13-2,399 S$345Form 4
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
Marion Wealth Management37,643$8.36M2.23%+1,24113F-HRTimeline
HBW ADVISORY SERVICES LLC37,581$8.35M1.19%-4,54513F-HRTimeline
Summit Financial Wealth Advisors, LLC37,568$8.34M1.66%-14813F-HRTimeline
ESSEX INVESTMENT MANAGEMENT CO LLC37,556$8.34M1.74%-4,08413F-HRTimeline
Portland Global Advisors LLC37,515$8.33M1.05%-1,46813F-HRTimeline
Madrona Financial Services, LLC37,497$8.33M2.29%-2,62413F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…37,489$8.33M0.63%-35213F-HRTimeline
Verition Fund Management LLC37,466$8.32M0.05%-1,113,05113F-HRTimeline
PATRICK M SWEENEY & ASSOCIATES, INC37,361$8.3M6.2%-27313F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH37,327$8.29M2.65%-5,40313F-HRTimeline
SGL Investment Advisors, Inc.41,984$8.29M4.28%+1,15913F-HRTimeline
Farrow Financial, Inc.37,221$8.27M5.56%-27,07413F-HRTimeline
Orca Investment Management, LLC37,218$8.27M8.26%-29513F-HRTimeline
VISTA CAPITAL PARTNERS, INC.37,211$8.27M1.01%-47813F-HRTimeline
NavPoint Financial, Inc.37,197$8.26M5.81%+2,53713F-HRTimeline
Mattson Financial Services, LLC37,155$8.25M2.48%+2,20013F-HRTimeline
Old Port Advisors37,149$8.25M2.45%-2,82113F-HRTimeline
Breed's Hill Capital LLC37,144$8.25M4.45%-14313F-HRTimeline
Eagle Strategies LLC37,107$8.24M1.43%+22113F-HRTimeline
North Growth Management Ltd.37,000$8.24M1.74%013F-HRTimeline
Promethos Capital, LLC37,070$8.23M3.02%-1,01013F-HRTimeline
Samalin Investment Counsel, LLC37,025$8.22M3.34%+3,20513F-HRTimeline
Arista Wealth Management, LLC37,020$8.22M1.99%+26913F-HRTimeline
Granite Bay Wealth Management, LLC37,018$8.22M2.86%+41513F-HRTimeline
Insight Wealth Strategies, LLC37,010$8.22M1.11%-98113F-HRTimeline
Victrix Investment Advisors37,325$8.21M4.31%-33613F-HRTimeline
Sterling Group Wealth Management, LLC36,910$8.2M4.4%+713F-HRTimeline
Evernest Financial Advisors, LLC36,907$8.2M2.94%-112,89513F-HRTimeline
Sky Investment Group LLC36,782$8.17M1.51%-93913F-HRTimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…36,772$8.17M5.71%-3,32613F-HRTimeline
Ellenbecker Investment Group36,684$8.15M1.46%-21313F-HRTimeline
Wealth Preservation Advisors, LLC36,655$8.14M5.82%13F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC36,602$8.13M1.68%-54813F-HRTimeline
Investment Partners Asset Management, I…36,337$8.07M6.34%-33913F-HRTimeline
Tempus Wealth Planning, LLC36,299$8.06M2.41%+36213F-HRTimeline
Oxinas Partners, LLC36,295$8.06M4.76%+1,21213F-HRTimeline
Alcosta Capital Management, Inc.36,243$8.05M5.37%-19413F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…41,395$8.04M3.32%-14813F-HRTimeline
Private Wealth Management Group, LLC36,150$8.03M2.96%-5,06413F-HRTimeline
Clayton Financial Group LLC36,117$8.02M2.94%-10913F-HRTimeline
MFA WEALTH ADVISORS, LLC36,113$8.02M1.99%+1,68013F-HRTimeline
Cambridge Financial Group, Inc.36,017$8M3.48%-26013F-HRTimeline
Seelaus Asset Management LLC35,979$7.99M7.62%+5313F-HRTimeline
Peak Financial Management, Inc.35,978$7.99M2.39%-3,79213F-HRTimeline
Godshalk Welsh Capital Management, Inc.35,977$7.99M5.23%-1,08413F-HRTimeline
Family Firm, Inc.35,954$7.99M1.78%+713F-HRTimeline
LANDMARK WEALTH MANAGEMENT, INC.35,952$7.99M3.81%013F-HRTimeline
Leelyn Smith, LLC35,932$7.98M1.42%-39313F-HRTimeline
1900 WEALTH MANAGEMENT LLC35,889$7.97M0.66%+4,73913F-HRTimeline
McHugh Group, LLC35,886$7.97M6.03%-55013F-HRTimeline
William Mack & Associates, Inc.35,886$7.97M6.82%-1,43013F-HRTimeline
Kingstone Capital Partners Texas, LLC35,852$7.96M6.41%-13513F-HRTimeline
Weaver Consulting Group35,825$7.96M2.4%-32913F-HRTimeline
Midwest Financial Group LLC35,796$7.95M4.62%-1,17013F-HRTimeline
Gratus Wealth Advisors, LLC35,772$7.95M1.3%-32813F-HRTimeline
SENTRY INVESTMENT MANAGEMENT LLC43,785$7.95M5.39%-19,47113F-HRTimeline
Lokken Investment Group LLC35,748$7.94M3.35%-24513F-HRTimeline
BYRNE FINANCIAL FREEDOM, LLC35,726$7.94M4.51%-82213F-HRTimeline
HEADINVEST, LLC35,726$7.94M1.54%-2,48813F-HRTimeline
ORSER CAPITAL MANAGEMENT, LLC35,707$7.93M5.82%-14013F-HRTimeline
Gateway Wealth Partners, LLC35,661$7.92M1.78%+68113F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…35,637$7.92M0.81%-88913F-HRTimelineGroup
Legacy Edge Advisors, LLC35,591$7.91M1.23%+50413F-HRTimeline
Wilson & Boucher Capital Management, LLC35,537$7.89M5.88%-1,25413F-HRTimeline
Chaney Capital Management, Inc.35,515$7.89M3.51%-2313F-HRTimeline
Trueblood Wealth Management, LLC35,509$7.89M3.66%+19513F-HRTimeline
FPC INVESTMENT ADVISORY, INC.39,654$7.89M5.41%-1,69513F-HRTimeline
Asset Advisors Investment Management, L…35,500$7.89M0.83%-24813F-HRTimeline
Ellsworth Advisors, LLC35,493$7.88M2.07%+33013F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV35,420$7.87M3.03%-1,30613F-HRTimeline
Cadent Capital Advisors, LLC35,390$7.86M2.99%-5,69613F-HRTimeline
Montz Harcus Wealth Management LLC35,353$7.85M4.29%+1,43213F-HRTimeline
Retirement Planning Co of New England, …35,330$7.85M3.91%+52813F-HR/ATimeline
Towercrest Capital Management35,307$7.84M1.49%-27,40613F-HRTimeline
PAX Financial Group, LLC35,302$7.84M1.39%+2,83913F-HRTimeline
Colorado Capital Management, Inc.35,266$7.83M3.65%+55413F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC35,249$7.83M4.36%-25213F-HRTimeline
NOESIS CAPITAL MANGEMENT CORP35,213$7.82M1.56%-2,53313F-HR/ATimeline
ARBOR TRUST WEALTH ADVISORS, LLC35,168$7.81M3.66%-1,26413F-HRTimeline
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.35,047$7.78M5.65%-28413F-HRTimeline
tru Independence LLC34,982$7.77M2.41%+19913F-HRTimeline
Paradiem, LLC34,976$7.77M2.14%013F-HRTimeline
Values Added Financial LLC34,976$7.77M4.31%+6,70113F-HRTimeline
Shum Financial Group, Inc.34,925$7.76M6.71%+11913F-HRTimeline
Veracity Capital LLC34,894$7.75M3.05%-1,27913F-HRTimeline
Meridian Financial Partners LLC34,844$7.74M3.93%+87313F-HRTimeline
Clarus Wealth Advisors38,920$7.74M4.14%+98413F-HRTimeline
Eos Management, L.P.34,829$7.74M3.46%-17,81313F-HRTimeline
First National Bank of Hutchinson34,819$7.73M5.11%-50013F-HRTimeline
Alta Wealth Advisors LLC34,794$7.73M3.55%-3,32413F-HRTimeline
Nvest Financial, LLC34,785$7.73M4.14%-70613F-HRTimeline
Warther Private Wealth, LLC34,749$7.72M2.57%-28,39413F-HRTimeline
Atlas Legacy Advisors, LLC34,726$7.71M1.96%-3,71813F-HRTimeline
Catalina Capital Group, LLC34,695$7.71M5.14%-45,60813F-HRTimeline
Hudock, Inc.34,672$7.7M1.35%-10813F-HRTimeline
Strategic Advocates LLC34,655$7.7M2.68%-4,03413F-HRTimeline
GERBER, LLC34,648$7.7M6.42%+3,04313F-HRTimeline
HOURGLASS CAPITAL, LLC34,634$7.69M2.01%-59513F-HRTimeline
Greenspring Advisors, LLC34,629$7.69M1.82%-1,54213F-HRTimeline
Hamilton Capital, LLC34,615$7.69M0.47%+2,96813F-HRTimeline
Indie Asset Partners, LLC34,614$7.69M6.67%-1,85113F-HRTimeline
VEGA INVESTMENT SOLUTIONS35,001$7.68M1.48%-9,79613F-HRTimeline
Vigilare Wealth Management34,546$7.67M3.06%+27813F-HRTimeline
INVESTMENT PARTNERS, LTD.34,543$7.67M3.18%+42813F-HRTimeline
New England Research & Management, Inc.34,502$7.66M3.89%-1,31813F-HRTimeline
Argyle Capital Partners, LLC34,486$7.66M6.57%-1,88613F-HRTimeline
Mason & Associates Inc34,474$7.66M1.9%+44113F-HRTimeline
Astoria Portfolio Advisors LLC.37,307$7.63M2.6%+5,78413F-HRTimeline
Per Stirling Capital Management, LLC.34,360$7.63M1.1%-2,18713F-HRTimeline
Advance Capital Management, Inc.34,297$7.62M0.36%+41513F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC34,287$7.62M1.62%-25,64413F-HRTimeline
Pensionfund Sabicin group Pensionfund PDN34,280$7.62M2.27%-6,00013F-HRTimelineGroup
YARGER WEALTH STRATEGIES, LLC34,216$7.6M4.43%+5613F-HRTimeline
Shoker Investment Counsel, Inc.34,215$7.6M2.57%-50613F-HRTimeline
Moran Wealth Management, LLC34,213$7.6M0.26%+37613F-HRTimeline
Granite Harbor Advisors, Inc.34,181$7.59M4.03%+2,77213F-HRTimeline
Select Asset Management & Trust34,126$7.58M3.04%013F-HRTimeline
Boltwood Capital Management34,106$7.58M2.3%+2,24813F-HRTimeline
Nova R Wealth, Inc.34,106$7.58M3.75%+31913F-HRTimeline
NRI Wealth Management LC34,079$7.57M5.6%+1,09813F-HRTimeline
Ninety One SA (Pty) Ltd34,072$7.56M1.4%-11,41213F-HRTimeline
CAPE ANN SAVINGS BANK33,974$7.55M4.73%-1,46513F-HRTimeline
Asset Management Advisors, LLC33,962$7.54M5.14%+8713F-HRTimeline
MATAURO, LLC33,917$7.53M1.53%+6,94113F-HRTimeline
DELTA CAPITAL MANAGEMENT LLC33,914$7.53M4.37%-8,27013F-HRTimeline
Summit Place Financial Advisors, LLC33,827$7.51M4.24%+17013F-HRTimeline
LifeWealth Investments, LLC33,814$7.51M3.61%+9,18713F-HR/ATimeline
TWIN FOCUS CAPITAL PARTNERS, LLC33,805$7.51M1.17%-26,95013F-HRTimeline
Arnhold LLC33,787$7.51M0.76%013F-HRTimeline
Integrity Financial Corp /WA33,759$7.5M4.25%+2,38913F-HRTimeline
ROVIN CAPITAL /UT/ /ADV33,723$7.49M2.41%+4,46313F-HRTimeline
CORA CAPITAL ADVISORS LLC33,721$7.49M3.59%-5413F-HRTimeline
Aspire Growth Partners LLC38,069$7.49M6.64%+34713F-HRTimeline
Choice Wealth Advisors LLC33,682$7.48M3.9%-6713F-HRTimeline
Monument Capital Management33,678$7.48M2.3%-71513F-HRTimeline
Kennebec Savings Bank33,625$7.47M7.9%-7813F-HRTimeline
Annis Gardner Whiting Capital Advisors,…33,610$7.47M3.16%-1,41613F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC33,609$7.47M1.61%-25,28113F-HRTimeline
Spectrum Wealth Advisory Group, LLC33,496$7.44M3.57%+11813F-HRTimeline
TILIA FIDUCIARY PARTNERS, INC.33,477$7.44M4.96%+91913F-HRTimeline
Hilltop Partners LLC33,462$7.43M2.51%+46813F-HRTimeline
Lodestone Wealth Management LLC33,459$7.43M3.95%+35713F-HRTimeline
Long Road Investment Counsel, LLC33,451$7.43M2.88%+40013F-HRTimeline
Davies Financial Advisors, Inc.33,431$7.43M6.33%+21213F-HRTimeline
ODonnell Financial Services, LLC33,426$7.43M3.06%-1,57713F-HRTimeline
Oslo Pensjonsforsikring AS33,400$7.42M1.12%+96513F-HRTimeline
Pacific Center for Financial Services33,341$7.41M1.96%+413F-HRTimeline
Gibbs Wealth Management33,263$7.39M1.78%+2,27913F-HRTimeline
Palmer Knight Co33,255$7.39M3.59%-8,29313F-HRTimeline
Fingerlakes Wealth Management, Inc.33,251$7.39M6.28%-1,63213F-HRTimeline
EVERPAR ADVISORS LLC33,247$7.39M3.92%+13113F-HRTimeline
CEERA INVESTMENTS, LLC33,232$7.38M2.54%-3,65413F-HRTimeline
VICTORY FINANCIAL GROUP, LLC33,140$7.37M1.42%+8,25313F-HRTimeline
Register Financial Advisors LLC33,197$7.37M3.84%-77813F-HRTimeline
Allred Capital Management, LLC33,192$7.37M2.95%-84713F-HRTimeline
Fruth Investment Management33,156$7.36M2.04%-1,02513F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management33,138$7.36M0.02%-484,26313F-HRTimelineGroup
Corrigan Financial, Inc.33,133$7.36M1.52%-27013F-HRTimeline
Audent Global Asset Management, LLC32,990$7.33M6.05%-1,79513F-HRTimeline
Strong Tower Advisory Services40,277$7.31M1.8%-10,77313F-HRTimeline
Tiller Private Wealth, Inc.32,854$7.3M3.04%+73013F-HRTimeline
2UniFi Bank30,167$7.3M4.72%+46813F-HRTimeline
Fearless Solutions, LLC dba Best Invest32,831$7.29M5.67%+28513F-HRTimeline
Hixon Zuercher, LLC32,823$7.29M2.57%-6,21613F-HRTimeline
Blue Sky Capital Consultants Group, Inc.32,813$7.29M4.76%-31813F-HRTimeline
Wynn Capital, LLC32,775$7.28M4.32%+1,21013F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.32,762$7.28M3.32%-25113F-HRTimeline
Tarbox Family Office, Inc.32,761$7.28M1.21%-25813F-HRTimeline
Lantz Financial LLC32,744$7.27M1.99%-37513F-HRTimeline
Pacific Sage Partners, LLC32,744$7.27M1.64%-1,35213F-HRTimeline
Town & Country Bank & Trust CO dba Firs…32,719$7.27M2.87%-2,08713F-HRTimeline
1 NORTH WEALTH SERVICES LLC32,636$7.25M3.36%-98513F-HRTimeline
IMA Advisory Services, Inc.32,602$7.24M0.86%-50113F-HRTimeline
Argent Advisors, Inc.32,600$7.24M2.42%+5,14513F-HRTimeline
Altman Advisors, Inc.34,072$7.24M3.34%+61713F-HRTimeline
Next Level Private LLC32,560$7.23M2.69%+66813F-HRTimeline
American Financial Advisors, LLC32,551$7.23M1.05%-73013F-HRTimeline
RIVERBRIDGE PARTNERS LLC32,532$7.23M0.12%+34513F-HRTimeline
Impact Asset Management GmbH32,481$7.22M2.83%+6,58013F-HRTimeline
BECK CAPITAL MANAGEMENT, LLC32,417$7.2M2.12%-9,10913F-HRTimeline
Pinnacle Bancorp, Inc.32,405$7.2M2.35%-67613F-HRTimeline
OPUS INVESTMENT MANAGEMENT INCin group OPUS INVESTMENT MANAGEMENT INC32,400$7.2M5.13%013F-HRTimelineGroup
Aft, Forsyth & Sober, LLC32,400$7.2M2.51%+10013F-HRTimeline
CLARK FINANCIAL SERVICES GROUP INC …32,342$7.18M4.98%-4913F-HRTimeline
LCNB CORP32,335$7.18M2.64%-69913F-HRTimeline
Gitterman Wealth Management, LLC32,323$7.18M1.91%-2,18213F-HRTimeline
Coastwise Capital Group, LLC32,289$7.17M6.04%-1,35613F-HRTimeline
KELLY FINANCIAL GROUP LLC32,281$7.17M2.24%+23,74513F-HRTimeline
Financial Strategies Group, Inc.35,463$7.17M1.7%+2,25213F-HRTimeline
EWA, LLC32,265$7.17M2.66%+5,66013F-HRTimeline
Phoenix Wealth Advisors32,222$7.16M3.12%-71613F-HRTimeline
Burton Enright Welch32,196$7.15M1.45%+1,00113F-HRTimeline
Legato Capital Management LLC32,181$7.15M0.96%+3,98513F-HRTimeline
Asset Planning,Inc32,170$7.15M5.61%-15713F-HRTimeline
SMITH SHELLNUT WILSON LLC /ADV32,158$7.14M3.27%+1213F-HRTimeline
Eley Financial Management, Inc31,977$7.14M2.86%+16113F-HRTimeline
Beacon Financial Advisory LLC32,099$7.13M2.16%+60313F-HRTimeline
Baron Wealth Management LLC32,095$7.13M3.13%+1,17113F-HRTimeline
Sensible Money, LLC32,076$7.12M3.05%+7113F-HRTimeline
CVFG LLC32,040$7.12M6.47%+43713F-HRTimeline

Events

  • Newstead Jennifer sold 2,399 AAPL shares on 2026-10-13, Form 4 filed 2026-10-15. 0001140361-26-039785

    Accepted , ingested

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

    Accepted , ingested