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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
Intellectus Partners, LLC19,797$4.4M1.09%-5,07613F-HRTimeline
Sendero Wealth Management, LLC19,795$4.4M0.61%-36,10913F-HRTimeline
AAF Wealth Management, LLC19,775$4.39M2.37%+49113F-HRTimeline
KRAEMATON INVESTMENT ADVISORS, INC19,770$4.39M4.47%+1013F-HRTimeline
KDT Advisors, LLC19,764$4.39M6.45%-64113F-HRTimeline
Towerpoint Wealth, LLC19,757$4.39M2.18%+3,67013F-HRTimeline
Rinkey Investments19,746$4.39M1.39%-1,05513F-HRTimeline
KWB Wealth17,434$4.37M0.53%+32513F-HRTimeline
Summit Wealth Partners, LLC19,647$4.36M0.89%-35613F-HRTimeline
Kuhn & Co Investment Counsel19,645$4.36M3.68%+20013F-HRTimeline
SOUTHERN CAPITAL ADVISORS, LLC19,636$4.36M2.42%-28013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC19,634$4.36M0.83%-55913F-HRTimeline
Milestone Asset Management Group, LLC19,626$4.36M3.94%-10013F-HRTimeline
CLOVERFIELDS CAPITAL GROUP, LP19,609$4.36M1.44%-1,51313F-HRTimeline
Crumly & Associates Inc.19,609$4.36M1.2%+18613F-HRTimeline
Meadow Creek Wealth Advisors LLC19,563$4.35M3.24%-1,85013F-HRTimeline
Wolff Financial Management LLC19,523$4.34M1.2%+113F-HRTimeline
MBA Advisors LLC19,521$4.34M2.15%-84013F-HRTimeline
Sanchez Wealth Management Group19,518$4.34M1.18%-51313F-HRTimeline
Finward Bancorp19,512$4.33M3.76%-30813F-HRTimeline
Beta Wealth Group, Inc.19,502$4.33M1.56%-67013F-HRTimeline
Arcataur Capital Management LLC19,478$4.33M1.47%-1,42013F-HRTimeline
Sara-Bay Financial19,849$4.33M1.91%-70213F-HRTimeline
Johnson Financial Group, LLC19,464$4.32M0.46%+16,30013F-HRTimeline
Gould Capital, LLC19,453$4.32M3.02%-2,82913F-HRTimeline
Mission Financial Group, LLC17,020$4.32M3.99%13F-HRTimeline
CUMBERLAND ADVISORS INC19,406$4.31M1.95%-8113F-HRTimeline
ARVEST INVESTMENTS, INC.19,396$4.31M0.68%+1,72513F-HRTimeline
Dupree Financial Group, LLC19,388$4.31M1.75%-22513F-HRTimeline
Connective Capital Management, LLC19,379$4.3M3.96%-5,91613F-HRTimeline
Seneca House Advisors19,348$4.3M1.83%-69813F-HRTimeline
Transce3nd, LLC19,363$4.29M1.92%-19,19913F-HRTimeline
Wealth Management Strategies, Inc.19,301$4.29M2.87%+413F-HRTimeline
Measured Wealth Private Client Group, L…19,298$4.29M1.38%-1,96513F-HRTimeline
Ruedi Wealth Management, Inc.19,287$4.28M1.34%-48113F-HRTimeline
Taylor Financial Group, Inc.19,270$4.28M2.98%+56713F-HRTimeline
Acorn Wealth Advisors, LLC19,233$4.27M1.78%+22413F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC19,187$4.26M3.23%-30013F-HRTimeline
PCG ASSET MANAGEMENT, LLC19,198$4.26M3.99%-89613F-HRTimeline
MOSAIC FINANCIAL GROUP, LLC19,158$4.26M3.46%-1,24313F-HRTimeline
WealthTrust Asset Management, LLC19,151$4.25M3.15%+4,08813F-HRTimeline
GLYNN CAPITAL MANAGEMENT LLC19,139$4.25M1.12%+1413F-HRTimeline
Hurlow Wealth Management Group, Inc.19,118$4.25M1.33%-13513F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC19,093$4.24M3.83%-1,66813F-HRTimeline
Skyline Advisors, Inc.19,092$4.24M1.67%-45113F-HRTimeline
Cascade Investment Advisors, Inc.19,075$4.24M2.86%-35013F-HRTimeline
NEEDHAM INVESTMENT MANAGEMENT LLCin group NEEDHAM INVESTMENT MANAGEMENT…19,050$4.23M0.4%-1,50013F-HRTimelineGroup
PEOPLES BANK /OH19,029$4.23M2.77%-8,06113F-HRTimeline
BRIGHT FINANCIAL ADVISORS, INC.19,025$4.23M2.6%-13513F-HRTimeline
Collar Capital Management, LLC18,996$4.22M3.83%+7213F-HRTimeline
Ledgewood Wealth Advisors, LLC18,966$4.21M2.72%-2813F-HRTimeline
Tidemark, LLC18,940$4.21M1.54%-55413F-HRTimeline
Guerra Advisors Inc18,910$4.2M2.35%+2,59013F-HRTimeline
AMES NATIONAL CORPin group AMES NATIONAL CORP18,859$4.19M2.81%-17513F-HRTimelineGroup
Neo Ivy Capital Management18,858$4.19M1.33%-2,43913F-HRTimeline
Aletheian Wealth Advisors LLC18,856$4.19M2.35%+3,24813F-HRTimeline
FORESIGHT CAPITAL MANAGEMENT ADVISORS, …18,825$4.18M2.6%-33813F-HRTimeline
Roberts Financial Services LLC18,821$4.18M0.81%-1,67413F-HRTimeline
PURSUE WEALTH PARTNERS LLC18,814$4.18M2.54%-1,30713F-HRTimeline
Accuvest Global Advisors18,798$4.18M3.55%-2,30613F-HRTimeline
SCHULHOFF & CO INC18,792$4.17M1.85%-24113F-HRTimeline
Moment Partners, LLC18,791$4.17M0.83%+90113F-HRTimeline
Cahill Wealth Management, LLC18,790$4.17M2.12%-30613F-HRTimeline
Running Point Capital Advisors, LLC18,784$4.17M1.32%+4,91313F-HRTimeline
Paladin Advisory Group, LLC18,783$4.17M3.34%013F-HRTimeline
Northern Financial Advisors Inc18,777$4.17M3.44%+13013F-HRTimeline
Lakewood Asset Management LLC18,756$4.17M2.81%-3713F-HRTimeline
G&S Capital LLC18,744$4.16M1.77%+1,06613F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC21,031$4.14M0.55%-1,02213F-HRTimeline
SUTTON PLACE INVESTORS LLC18,640$4.14M2.78%-16,61113F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.18,558$4.12M1.16%+32813F-HRTimeline
Lionsbridge Wealth Management LLC17,310$4.12M3.66%+7,54213F-HRTimeline
Great Point Wealth Advisors, LLC18,539$4.12M0.89%-1,26013F-HRTimeline
FIDUCIENT ADVISORS LLC18,534$4.12M0.51%+3,58213F-HRTimeline
Avion Wealth16,434$4.12M1.06%+4213F-HRTimeline
Coyle Financial Counsel LLC18,517$4.11M1.26%+1,28213F-HRTimeline
BCGM Wealth Management, LLC18,491$4.11M1.26%-7313F-HRTimeline
Barnes Wealth Management Group, Inc18,487$4.11M2.64%-413F-HRTimeline
AUA CAPITAL MANAGEMENT, LLC18,485$4.11M2.67%013F-HRTimeline
INTEGRITY WEALTH ADVISORS, INC.18,476$4.1M3.01%-1,70413F-HRTimeline
KEYVANTAGE WEALTH, LLC18,476$4.1M2%-3,07913F-HRTimeline
Heritage Family Offices, LLP18,475$4.1M2.1%+90813F-HRTimeline
OUTFITTERS FINANCIAL LLC18,460$4.1M3.69%-2,69513F-HRTimeline
BARINGS LLCin group BARINGS LLC18,445$4.1M0.1%+99313F-HRTimelineGroup
Elevate Capital Advisors, LLC18,433$4.09M3.79%-1,65013F-HRTimeline
Heritage Investment Group, Inc.18,433$4.09M0.77%+35713F-HRTimeline
AGP FRANKLIN, LLC20,254$4.09M2.53%+5,40513F-HRTimeline
Stone Summit Wealth LLC18,393$4.09M1.38%-46513F-HRTimeline
Pine Harbor Wealth Management, LLC18,391$4.09M1.63%-2,04013F-HRTimeline
NCP Inc.18,384$4.08M5.51%-92513F-HRTimeline
BlueStem Wealth Partners, LLC18,377$4.08M0.56%+46513F-HRTimeline
Amica Retiree Medical Trust18,335$4.07M6.22%-5,75113F-HRTimeline
Atlatl Advisers LLC18,328$4.07M2.65%-1,05213F-HRTimeline
CAP Partners, LLC18,325$4.07M2.95%-20113F-HRTimeline
Jacksonville Wealth Management, LLC18,316$4.07M4%-3213F-HRTimeline
Campion Asset Management18,284$4.06M3.14%-13313F-HRTimeline
Abel Hall, LLC18,278$4.06M2.45%+1,78313F-HRTimeline
New Insight Wealth Advisors18,230$4.05M1.84%-14813F-HRTimeline
West Financial Advisors, LLC18,193$4.04M0.77%-23613F-HRTimeline
CPA Asset Management Group, LLC18,178$4.04M1.78%013F-HRTimeline
LAWSON KROEKER INVESTMENT MANAGEMENT IN…18,172$4.04M0.74%-2,06713F-HRTimeline
Fielder Capital Group LLC18,157$4.03M1.17%+1,08013F-HRTimeline
United Community Bankin group United Community Bank18,127$4.03M1.5%-1,70913F-HRTimelineGroup
SSA SWISS ADVISORS AG18,104$4.02M2.06%13F-HRTimeline
Wealthstream Advisors, Inc.18,104$4.02M0.75%-11113F-HRTimeline
Private Harbour Investment Management &…18,067$4.01M4.45%-1,57313F-HRTimeline
Strata Wealth Advisors, LLC18,042$4.01M1.25%-88513F-HRTimeline
Investors Research Corp18,040$4.01M0.87%+1,11413F-HRTimeline
Richard W. Paul & Associates, LLC18,026$4M1.57%-4,88113F-HRTimeline
Pinnacle Holdings, LLC17,988$4M1.52%-2,82013F-HRTimeline
Private Capital Management, LLC17,985$3.99M0.45%-18813F-HRTimeline
BAKER BOYER NATIONAL BANK17,964$3.99M1.47%-1,86613F-HRTimeline
John W. Brooker & Co., CPAs17,964$3.99M1.65%+1,52313F-HRTimeline
Kaye Capital Management17,929$3.98M1.63%-79413F-HRTimeline
Atlanta Consulting Group Advisors, LLC17,925$3.98M1.16%-59613F-HRTimeline
RIA Advisory Group LLC17,905$3.98M1.29%+3,68013F-HRTimeline
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…17,895$3.98M0.35%+45113F-HRTimelineGroup
Elios Financial Group Inc.17,850$3.96M1.96%+44513F-HRTimeline
REIK & CO., LLC17,849$3.96M0.92%-15013F-HRTimeline
FWG Holdings, LLC18,761$3.96M1.95%-36513F-HRTimeline
Redmond Asset Management, LLC17,824$3.96M1.02%-1213F-HRTimeline
Aspetuck Financial Management LLC17,813$3.96M3.4%-20013F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC17,809$3.96M2.46%-3,06113F-HRTimeline
Granite Group Advisors, LLC17,803$3.95M2.74%-3313F-HRTimeline
Sylvest Advisors, LLC17,790$3.95M2.47%-1,17413F-HRTimeline
SPROTT INC.17,770$3.95M0.23%-9,82013F-HRTimeline
OAK FAMILY ADVISORS, LLC17,762$3.95M1.64%-68513F-HRTimeline
CBIZ Investment Advisory Services, LLC17,759$3.94M0.19%+71613F-HR/ATimeline
Mendel Money Management17,755$3.94M1.87%+17813F-HRTimeline
PEAK FINANCIAL ADVISORS LLC17,723$3.94M2%+84013F-HRTimeline
Geometric Wealth Advisors17,722$3.94M0.67%+9213F-HRTimeline
Malaga Cove Capital, LLC17,714$3.93M1.7%+1,37613F-HRTimeline
VIAWEALTH, LLC17,711$3.93M2.43%-34913F-HRTimeline
Paradigm, Strategies in Wealth Manageme…17,708$3.93M2.65%-34613F-HRTimeline
Unison Asset Management LLC20,755$3.93M2.32%-8,90113F-HRTimeline
Twelve Points Wealth Management LLC17,701$3.93M1.07%+46613F-HRTimeline
Grant Private Wealth Management Inc17,795$3.93M4.24%+68213F-HRTimeline
Narus Financial Partners, LLC17,676$3.93M1.34%-44013F-HRTimeline
Aerodigm Wealth, LLC17,649$3.92M2.19%-16913F-HRTimeline
Conservest Capital Advisors, Inc.17,629$3.92M0.41%+2213F-HRTimeline
Northwest Quadrant Wealth Management, L…17,621$3.91M0.92%-8113F-HRTimeline
ELEMENT POINTE ADVISORS, LLC17,616$3.91M0.95%-1,50213F-HRTimeline
MERIDIAN MANAGEMENT CO17,593$3.91M1.21%-7,77913F-HR/ATimeline
LongView Asset Management LLC17,591$3.91M3.35%-7,39913F-HRTimeline
SKY-MOUNTAIN CAPITAL MANAGEMENT, INC.17,591$3.91M3.31%13F-HRTimeline
Trace Wealth Advisors, LLC17,580$3.91M3.48%-1,27213F-HRTimeline
Midwest Professional Planners, LTD.17,574$3.9M1.21%-6,23413F-HRTimeline
Whipplewood Advisors, LLC18,981$3.9M2.79%+1,03613F-HRTimeline
Worth Asset Management, LLC17,558$3.9M2.13%-1,08613F-HRTimeline
Francis Financial, Inc.17,553$3.9M0.95%-6,32813F-HRTimeline
Elm3 Financial Group, LLC17,547$3.9M3.43%-7413F-HRTimeline
MRA Advisory Group17,544$3.9M2.08%-4,34813F-HRTimeline
Serenus Wealth Advisors, LLC17,526$3.89M0.65%-113F-HRTimeline
HUTNER CAPITAL MANAGEMENT INC17,523$3.89M1.66%+2713F-HRTimeline
Wealth Advisors of Iowa, LLC17,518$3.89M1.67%-28613F-HRTimeline
CONSILIO WEALTH ADVISORS, LLC17,503$3.89M1.62%+16513F-HRTimeline
Berkeley Capital Partners, LLC17,495$3.89M1.07%+913F-HRTimeline
Alliance Wealth Advisors, LLC17,483$3.88M2.28%-69313F-HRTimeline
Spectrum Strategic Capital Management, …17,476$3.88M2.43%-60813F-HRTimeline
FMB WEALTH MANAGEMENT17,437$3.87M2.14%-1,13713F-HRTimeline
Andrew Hill Investment Advisors, Inc.17,428$3.87M3.75%-13,74913F-HRTimeline
Fortress Financial Solutions, LLC17,422$3.87M5.6%+72413F-HRTimeline
Generali Investments Towarzystwo Fundus…in group Generali Powszechne Towarzyst…17,380$3.86M2.45%-6,35513F-HRTimelineGroup
Gilman Hill Asset Management, LLC17,379$3.86M0.67%-44413F-HRTimeline
Encompass More Asset Management17,366$3.86M1.15%-11513F-HRTimeline
Redwood Wealth Management Group, LLC17,346$3.85M1.96%-65613F-HRTimeline
BlueChip Wealth Advisors LLC17,319$3.85M1.89%-29713F-HRTimeline
MA Private Wealth17,303$3.84M0.72%+3,15913F-HRTimeline
Praetorian Wealth Management, Inc.17,303$3.84M0.94%013F-HRTimeline
IMZ Advisory Inc17,291$3.84M1.74%-28413F-HRTimeline
BCS Wealth Management17,286$3.84M0.99%-16,82213F-HRTimeline
CURA WEALTH ADVISORS, LLC17,273$3.84M1.55%+2,70013F-HRTimeline
TODD ASSET MANAGEMENT LLC17,266$3.84M0.09%013F-HRTimeline
Loudon Investment Management, LLC17,266$3.84M2.19%013F-HRTimeline
Firestone Capital Management17,252$3.83M1%+10313F-HRTimeline
Avant Financial Advisors LLC17,227$3.83M3.47%-74013F-HRTimeline
Family Capital Management, Inc.17,222$3.83M2.36%+31213F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC17,214$3.82M2.04%+80113F-HR/ATimeline
Beirne Wealth Consulting Services, LLC17,210$3.82M1.36%+74113F-HRTimeline
Cornerstone Select Advisors, LLC17,185$3.82M3.61%-4713F-HRTimeline
Tradewinds Capital Management, LLC17,163$3.81M1.02%-4,03513F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…17,155$3.81M0.13%-4,03213F-HRTimelineGroup
Guardian Financial Partners, LLC17,146$3.81M1.82%+2,62613F-HRTimeline
AAFMAA Wealth Management & Trust LLC17,140$3.81M1.73%+76113F-HRTimeline
ACORN CREEK CAPITAL LLC17,130$3.81M1.9%-1,44713F-HRTimeline
Cambridge Financial Group, LLC17,198$3.8M1.61%+1,24613F-HRTimeline
Flower City Capital17,103$3.8M2.49%+3,27113F-HRTimeline
Vantage Financial Partners, LLC17,061$3.79M0.94%+11813F-HRTimeline
Shilanski & Associates, Inc.17,056$3.79M1.18%-7113F-HRTimeline
Friday Financial16,902$3.78M2.26%+11,81413F-HRTimeline
Tanglewood Legacy Advisors, LLC17,031$3.78M1.66%+41113F-HRTimeline
Main Street Group, LTD17,022$3.78M1.46%+1,51413F-HRTimeline
KilterHowling LLC19,119$3.78M2.44%+9113F-HRTimeline
REGIMEN WEALTH, LLC16,983$3.77M1.21%+12813F-HRTimeline
CHASE INVESTMENT COUNSEL CORP16,952$3.77M1.38%-30,11413F-HRTimeline
GEM Asset Management, LLC16,865$3.76M2.11%-2,06413F-HRTimeline
HERITAGE OAK WEALTH ADVISORS LLC16,927$3.76M1.65%-8413F-HRTimeline
GUERRA PAN ADVISORS, LLC16,891$3.75M2.94%-2013F-HRTimeline
Wallace Capital Management Inc.16,877$3.75M0.48%+4,56813F-HRTimeline
PARADIGM ASSET MANAGEMENT CO LLC16,846$3.74M0.99%013F-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