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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)2026-10-13-2,399 S$345Form 4
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
JFG Wealth Management, LLC21,104$5.28M1.21%+8,15213F-HRTimeline
DIVIDEND ASSETS CAPITAL, LLC21,089$5.28M1.02%+62713F-HRTimeline
Commonwealth Financial Services, LLC21,068$5.28M1.03%+5,86213F-HRTimeline
WINTRUST INVESTMENTS LLC21,047$5.27M4.64%-87413F-HRTimeline
Channing Global Advisors, LLC21,016$5.26M3.51%+6,21913F-HRTimeline
VIKING FUND MANAGEMENT LLC21,000$5.26M0.82%013F-HRTimeline
Davis Investment Partners, LLC22,198$5.26M2.22%+2,05513F-HRTimeline
Summit Wealth Group, LLC20,994$5.26M1.52%-4,28313F-HRTimeline
Maiden Cove Capital, LLC20,981$5.25M4.92%+10,08013F-HRTimeline
Detalus Advisors, LLC20,927$5.24M1.73%-21113F-HRTimeline
Proactive Wealth Strategies LLC20,924$5.24M2.73%+26213F-HRTimeline
IMPACTfolio, LLC20,924$5.24M2.72%-1613F-HRTimeline
McGowan Group Asset Management, Inc.20,915$5.24M0.7%-7713F-HRTimeline
PUFF WEALTH MANAGEMENT, LLC20,908$5.24M9.13%13F-HRTimeline
Arcataur Capital Management LLC20,898$5.23M1.76%-15513F-HRTimeline
FIRST FINANCIAL CORP /IN/20,884$5.23M2.44%-17813F-HRTimeline
Accretive Wealth Partners, LLC20,883$5.23M2.22%-6613F-HRTimeline
Nicholas Investment Partners, LP20,843$5.22M0.46%+1,33613F-HRTimeline
Darwin Wealth Management, LLC20,840$5.22M1.75%-31,10313F-HR/ATimeline
Pinnacle Holdings, LLC20,808$5.21M1.97%+5,52813F-HRTimeline
Rinkey Investments20,801$5.21M1.67%+29413F-HRTimeline
Carson Advisory Inc.20,800$5.21M3.62%-1,68113F-HRTimeline
Financial Synergies Wealth Advisors, In…20,772$5.2M0.65%+2,25313F-HRTimeline
RETIREMENT GUYS FORMULA LLC20,762$5.2M2.62%-1,06813F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC20,761$5.2M4.01%13F-HRTimeline
BROOKS, MOORE & ASSOCIATES, INC.20,746$5.2M3.07%-56013F-HRTimeline
Kearns & Associates LLC20,728$5.19M3.35%013F-HRTimeline
Sara-Bay Financial20,551$5.18M1.92%+13213F-HRTimeline
Banco de Sabadell, S.A20,688$5.18M4.07%+32513F-HRTimeline
Sicart Associates LLC20,664$5.17M1.85%013F-HRTimeline
GKV Capital Management Co., Inc.20,664$5.17M2.11%13F-HRTimeline
Successful Portfolios LLC20,659$5.17M3.46%-1,25213F-HRTimeline
First City Capital Management, Inc.20,644$5.17M2.75%-7413F-HRTimeline
KINTRA WEALTH, LLC20,621$5.16M3.6%+1113F-HRTimeline
ROGCO, LP20,600$5.16M2.1%-68813F-HRTimeline
Kendall Capital Management20,599$5.16M1.51%+44013F-HRTimeline
Heartwood Wealth Advisors LLC20,587$5.16M0.58%-1,28013F-HRTimeline
Winthrop Capital Management, LLC20,441$5.16M1.37%+46613F-HRTimeline
Ferguson Shapiro LLC20,572$5.15M1.91%-37113F-HRTimeline
TAP Consulting, LLC20,564$5.15M1.05%-2613F-HRTimeline
TD Capital Management LLC20,563$5.15M0.52%-3913F-HRTimeline
NEEDHAM INVESTMENT MANAGEMENT LLCin group NEEDHAM INVESTMENT MANAGEMENT…20,550$5.15M0.4%-10,20013F-HRTimelineGroup
Rossby Financial, LCC20,541$5.14M3.26%13F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC20,540$5.14M1.68%+36613F-HRTimeline
Sunbeam Capital Management, LLC20,530$5.14M4.77%13F-HR/ATimeline
Legacy Wealth Asset Management, LLC20,519$5.14M1.4%-3,41313F-HRTimeline
Weaver Capital Management LLC20,515$5.14M1.44%+1,86013F-HRTimeline
Johnson & White Wealth Management, LLC21,065$5.14M3.11%-14213F-HRTimeline
Birchcreek Wealth Management, LLC20,500$5.13M3.22%-23413F-HRTimeline
WEALTHSPAN PARTNERS, LLC20,499$5.13M2.45%-22013F-HRTimeline
Roberts Financial Services LLC20,495$5.13M0.97%-26113F-HRTimeline
NAPATREE CAPITAL LLC20,494$5.13M3.01%+1,50513F-HRTimeline
SAM Advisors, LLC20,496$5.13M1.86%-2613F-HRTimeline
Joseph Group Capital Management20,456$5.12M2.02%+3,02113F-HRTimeline
Polymer Capital Management (HK) LTD20,447$5.12M0.9%-6,14013F-HRTimeline
Pine Harbor Wealth Management, LLC20,431$5.12M2.06%-22213F-HRTimeline
Benchmark Investment Advisors LLC20,414$5.11M3.33%-63913F-HRTimeline
VISTA INVESTMENT PARTNERS II, LLC20,408$5.11M3.02%13F-HRTimeline
KDT Advisors, LLC20,405$5.11M7.5%13F-HRTimeline
MOSAIC FINANCIAL GROUP, LLC20,401$5.11M3.66%-1,04813F-HRTimeline
MBA Advisors LLC20,361$5.1M2.59%-4,21013F-HRTimeline
JDM Financial Group LLC20,313$5.09M2.64%-59013F-HRTimeline
Sage Investment Counsel LLC20,304$5.08M6.63%13F-HRTimeline
LAWSON KROEKER INVESTMENT MANAGEMENT IN…20,239$5.07M0.95%-8313F-HRTimeline
Peoples Bank/KS20,217$5.06M3.5%-20313F-HRTimeline
Cornerstone Planning, LLC20,211$5.06M1.93%13F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC20,193$5.06M0.96%-13013F-HRTimeline
Intelligent Financial Strategies20,192$5.06M2.8%+113F-HRTimeline
INTEGRITY WEALTH ADVISORS, INC.20,180$5.05M3.71%13F-HRTimeline
Oxford Wealth Group, LLC20,179$5.05M3.27%+7613F-HRTimeline
Beta Wealth Group, Inc.20,172$5.05M2.23%-58213F-HRTimeline
PEAVINE CAPITAL, LLC20,160$5.05M1.27%-2,20013F-HRTimeline
PURSUE WEALTH PARTNERS LLC20,121$5.04M2.88%-14,43413F-HRTimeline
PCG ASSET MANAGEMENT, LLC20,094$5.03M4.41%13F-HRTimeline
Elevate Capital Advisors, LLC20,083$5.03M4.43%13F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC20,063$5.02M2.52%-49813F-HRTimeline
AA Financial Advisors, LLC20,050$5.02M1.34%+25213F-HRTimeline
Seneca House Advisors20,046$5.02M2%-1,59113F-HRTimeline
Sanchez Wealth Management Group20,031$5.02M1.37%+12,76413F-HRTimeline
Red Mountain Financial, LLC20,025$5.01M5.39%-1,14613F-HRTimeline
Summit Wealth Partners, LLC20,003$5.01M1.03%-3013F-HRTimeline
SPHERA FUNDS MANAGEMENT LTD.group of 2 filers holding20,000$5.01M-40,847Timeline
SOUTHERN CAPITAL ADVISORS, LLC19,916$4.99M2.76%-41613F-HRTimeline
Signify Wealth19,849$4.97M5.61%-12613F-HRTimeline
United Community Bankin group United Community Bank19,836$4.97M1.93%+60213F-HRTimelineGroup
BAKER BOYER NATIONAL BANK19,830$4.97M1.72%-1,18513F-HRTimeline
Finward Bancorp19,820$4.96M4.3%13F-HRTimeline
Great Point Wealth Advisors, LLC19,799$4.96M1.08%+7813F-HRTimeline
Engineers Gate Manager LP19,796$4.96M0.09%-40,99113F-HRTimeline
Kerusso Capital Management LLC19,792$4.96M3.17%+4413F-HRTimeline
Miller Financial Services LLC19,787$4.96M4.18%13F-HRTimeline
Ruedi Wealth Management, Inc.19,768$4.95M1.56%-5913F-HRTimeline
KRAEMATON INVESTMENT ADVISORS, INC19,760$4.95M4.89%-41013F-HRTimeline
WILLNER & HELLER, LLC19,757$4.95M4.33%-34713F-HRTimeline
BXM Wealth LLC19,746$4.94M6.92%13F-HRTimeline
Milestone Asset Management Group, LLC19,726$4.94M4.41%13F-HRTimeline
Emerald Advisors, LLC19,716$4.94M0.68%-28713F-HRTimeline
Paragon Capital Management Ltd19,705$4.93M0.98%-13613F-HRTimeline
MAINSAIL ASSET MANAGEMENT, LLC19,660$4.92M3.44%-39113F-HRTimeline
Private Harbour Investment Management &…19,640$4.92M5.39%-99213F-HRTimeline
Aster Capital Management (DIFC) Ltd19,619$4.91M1.88%new13F-HRTimeline
Dupree Financial Group, LLC19,613$4.91M2.24%+30513F-HRTimeline
WOLFF WIESE MAGANA LLC19,571$4.9M3.24%-7513F-HRTimeline
Frederick Financial Consultants, LLC19,556$4.9M3.91%13F-HRTimeline
Skyline Advisors, Inc.19,543$4.89M1.9%-1,07613F-HRTimeline
FSA Wealth Management LLC19,531$4.89M1.99%-1,12413F-HRTimeline
Wolff Financial Management LLC19,522$4.89M1.36%-6413F-HRTimeline
RATIONAL ADVISORS, INC.19,521$4.89M0.48%-3,79213F-HRTimeline
SYCOMORE ASSET MANAGEMENT21,479$4.89M0.7%+9,18313F-HRTimeline
Tidemark, LLC19,494$4.88M1.87%+83113F-HRTimeline
CUMBERLAND ADVISORS INC19,487$4.88M1.95%013F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC19,487$4.88M4.12%-79313F-HRTimeline
FFT WEALTH MANAGEMENT LLC19,483$4.88M0.37%+36613F-HRTimeline
International Private Wealth Advisors L…19,475$4.88M4.85%+6,04613F-HRTimeline
Kuhn & Co Investment Counsel19,445$4.87M4.14%+113F-HRTimeline
FOGEL CAPITAL MANAGEMENT, INC.19,425$4.86M2.44%-32513F-HRTimeline
Cascade Investment Advisors, Inc.19,425$4.86M3.12%-17813F-HRTimeline
Crumly & Associates Inc.19,423$4.86M1.32%-17113F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC20,870$4.86M2.87%13F-HRTimeline
STANCE CAPITAL LLC19,399$4.86M3.01%13F-HRTimeline
Atlatl Advisers LLC19,380$4.85M2.85%13F-HRTimeline
Warren Street Wealth Advisors, LLC19,376$4.85M1.99%+97313F-HRTimeline
NCP Inc.19,309$4.84M2.48%-7213F-HRTimeline
Wealth Management Strategies, Inc.19,297$4.83M3.7%13F-HR/ATimeline
AAF Wealth Management, LLC19,284$4.83M2.44%-1,29413F-HR/ATimeline
Hurlow Wealth Management Group, Inc.19,253$4.82M1.51%-13013F-HRTimeline
Westfuller Advisors, LLC19,231$4.82M3.06%-6013F-HRTimeline
Swisher Financial Concepts, Inc.19,172$4.8M5.65%-8,04813F-HRTimeline
FORESIGHT CAPITAL MANAGEMENT ADVISORS, …19,163$4.8M2.81%-66513F-HRTimeline
BRIGHT FINANCIAL ADVISORS, INC.19,160$4.8M3.02%+2,39313F-HRTimeline
GLYNN CAPITAL MANAGEMENT LLC19,125$4.79M1.13%+1313F-HRTimeline
ELEMENT POINTE ADVISORS, LLC19,118$4.79M1.13%-23513F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…19,098$4.78M0.13%-1,79113F-HRTimelineGroup
Cahill Wealth Management, LLC19,096$4.78M2.44%-313F-HRTimeline
AMES NATIONAL CORPin group AMES NATIONAL CORP19,034$4.77M3.21%13F-HRTimelineGroup
SCHULHOFF & CO INC19,033$4.77M1.74%+56513F-HRTimeline
Infusive Asset Management Inc.19,016$4.76M2.12%-11,26813F-HRTimeline
Acorn Wealth Advisors, LLC19,009$4.76M1.97%+3113F-HRTimeline
Ledgewood Wealth Advisors, LLC18,994$4.76M3.07%-15013F-HRTimeline
Sylvest Advisors, LLC18,964$4.75M2.92%13F-HRTimeline
GEM Asset Management, LLC18,929$4.74M2.64%-15813F-HRTimeline
Strata Wealth Advisors, LLC18,927$4.74M1.49%+27213F-HRTimeline
Collar Capital Management, LLC18,924$4.74M3.95%13F-HRTimeline
Stone Summit Wealth LLC18,858$4.72M1.58%-18713F-HRTimeline
Trace Wealth Advisors, LLC18,852$4.72M4.23%13F-HRTimeline
Lakewood Asset Management LLC18,793$4.71M3.24%-21913F-HRTimeline
Paladin Advisory Group, LLC18,783$4.7M3.6%-60113F-HRTimeline
Kaye Capital Management18,723$4.69M2.13%-19013F-HRTimeline
Taylor Financial Group, Inc.18,703$4.68M3.24%013F-HRTimeline
Brown Financial Advisors18,690$4.68M1.88%-85813F-HRTimeline
PROFFITT & GOODSON INC18,682$4.68M0.78%+10913F-HRTimeline
SIG BROKERAGE, LP18,669$4.68M2.19%13F-HRTimeline
Northern Financial Advisors Inc18,647$4.67M3.73%-88013F-HRTimeline
Worth Asset Management, LLC18,644$4.67M2.49%-5,15013F-HRTimeline
Panoramic Capital Partners, LLC18,631$4.67M4.1%13F-HRTimeline
ACORN CREEK CAPITAL LLC18,577$4.65M2.39%+55313F-HRTimeline
FMB WEALTH MANAGEMENT18,574$4.65M2.62%-71713F-HRTimeline
BCGM Wealth Management, LLC18,564$4.65M1.47%-27713F-HRTimeline
CAP Partners, LLC18,526$4.64M3.27%-21413F-HRTimeline
Atlanta Consulting Group Advisors, LLC18,521$4.64M1.71%-1,79913F-HR/ATimeline
Barnes Wealth Management Group, Inc18,491$4.63M3.1%13F-HRTimeline
AUA CAPITAL MANAGEMENT, LLC18,485$4.63M2.97%-18,22813F-HRTimeline
OAK FAMILY ADVISORS, LLC18,447$4.62M1.81%-11113F-HRTimeline
VestGen Investment Management18,432$4.62M1.26%+3413F-HRTimeline
West Financial Advisors, LLC18,429$4.61M0.89%+4,79913F-HRTimeline
Campion Asset Management18,417$4.61M3.48%-28713F-HRTimeline
New Insight Wealth Advisors18,378$4.6M2.31%-35213F-HRTimeline
Jacksonville Wealth Management, LLC18,348$4.59M4.29%13F-HRTimeline
SURIENCE PRIVATE WEALTH LLC18,327$4.59M5.93%new13F-HRTimeline
Arrowroot Family Office, LLC18,305$4.58M2.38%+4,97013F-HRTimeline
St. Louis Trust Co18,277$4.58M0.65%-34313F-HRTimeline
INKWELL CAPITAL LLC18,261$4.57M4.89%13F-HRTimeline
Minot DeBlois Advisors LLC18,248$4.57M4.17%13F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.18,230$4.57M1.33%+2,33013F-HRTimeline
Wealthstream Advisors, Inc.18,215$4.56M0.84%+1,04413F-HRTimeline
CPA Asset Management Group, LLC18,178$4.55M2.12%-36313F-HRTimeline
Alliance Wealth Advisors, LLC18,176$4.55M2.61%-51313F-HRTimeline
Private Capital Management, LLC18,173$4.55M0.49%+4013F-HRTimeline
Verity Asset Management, Inc.19,041$4.54M2.56%-19,00513F-HRTimeline
Narus Financial Partners, LLC18,116$4.54M1.53%+58013F-HRTimeline
BANTAMAC CAPITAL, LLC18,102$4.53M2.03%-7,96013F-HRTimeline
WASHBURN CAPITAL MANAGEMENT, INC.18,096$4.53M2.81%+8113F-HRTimeline
Spectrum Strategic Capital Management, …18,084$4.53M2.85%-30313F-HRTimeline
Heritage Investment Group, Inc.18,076$4.53M0.84%-3,36713F-HRTimeline
Baer Investment Advisory LLC11,897$4.52M4.88%13F-HRTimeline
Truepoint, Inc.18,069$4.52M0.12%+21613F-HRTimeline
VIAWEALTH, LLC18,060$4.52M2.73%-22913F-HRTimeline
Paradigm, Strategies in Wealth Manageme…18,054$4.52M2.98%-37913F-HRTimeline
Aspetuck Financial Management LLC18,013$4.51M3.52%13F-HRTimeline
REIK & CO., LLC17,999$4.51M1.08%013F-HRTimeline
KilterHowling LLC19,028$4.51M2.58%+60313F-HRTimeline
Redwood Wealth Management Group, LLC18,002$4.5M2.2%-19813F-HRTimeline
Mascagni Wealth Management, Inc.20,273$4.5M4.48%13F-HR/ATimeline
EPIQ Capital Group, LLC17,978$4.5M1.17%+1813F-HRTimeline
Avant Financial Advisors LLC17,967$4.5M4.13%13F-HRTimeline
Whipplewood Advisors, LLC17,945$4.49M2.55%13F-HRTimeline
BluePointe Capital Management, LLC17,919$4.49M2.57%+4,18613F-HRTimeline
BlueStem Wealth Partners, LLC17,912$4.49M0.59%13F-HRTimeline
Francis Financial, Inc.23,881$4.48M1.14%+5,32913F-HRTimeline
Planned Solutions, Inc.17,900$4.48M1.83%-2,24213F-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