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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
Allegiance Financial Group Advisory Ser…14,208$3.16M0.96%-69213F-HRTimeline
Viewpoint Capital Management LLC14,201$3.15M1.7%-60013F-HRTimeline
KENNICOTT CAPITAL MANAGEMENT LLC14,198$3.15M2.06%-56913F-HRTimeline
Compass Financial Group, INC/SD14,173$3.15M0.6%+4413F-HRTimeline
ADE, LLC14,150$3.14M1.81%-1,17913F-HRTimeline
Panoramic Capital Partners, LLC18,213$3.14M3.24%-41813F-HRTimeline
One Degree Advisors Inc14,127$3.14M1.29%+91413F-HRTimeline
RPO LLC14,102$3.13M6.27%new13F-HRTimeline
Cannon Wealth Management Services, LLC15,952$3.13M2.8%+24613F-HRTimeline
MUIRFIELD WEALTH ADVISORS LLC14,057$3.12M2.65%+5513F-HRTimeline
CERTIOR FINANCIAL GROUP, LLC14,026$3.12M2.57%-66613F-HRTimeline
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC14,017$3.11M0.82%+1,56413F-HRTimelineGroup
ENZI WEALTH14,931$3.11M1.26%-51913F-HRTimeline
INKWELL CAPITAL LLC13,991$3.11M3.39%-4,27013F-HRTimeline
Entruity Wealth, LLC13,974$3.1M2.93%+93013F-HRTimeline
Grant/GrossMendelsohn, LLC14,738$3.1M1.72%+2613F-HRTimeline
Sierra Legacy Group13,936$3.1M2.82%013F-HRTimeline
REDW Wealth LLC13,918$3.09M1.15%-2,51413F-HRTimeline
BROWN CAPITAL MANAGEMENT LLC13,898$3.09M0.09%-26,60213F-HRTimeline
DecisionPoint Financial, LLC13,885$3.08M0.89%-10513F-HRTimeline
Chicago Wealth Management, Inc.13,878$3.08M1.62%-8813F-HRTimeline
Barden Capital Management, Inc.13,868$3.08M2.74%-72113F-HRTimeline
Three Seasons Wealth, LLC13,840$3.07M1.52%+27913F-HRTimeline
Concorde Asset Management, LLC15,704$3.07M1.65%+81413F-HRTimeline
COMPASS CAPITAL MANAGEMENT, INC13,830$3.07M0.2%-56613F-HRTimeline
Plan Group Financial, LLC13,828$3.07M1.1%+6,35313F-HRTimeline
Waypoint Wealth Partners Inc.13,817$3.07M0.85%-4,07313F-HRTimeline
PRIVATE CLIENT SERVICES, LLC13,808$3.07M1.52%-2,85613F-HRTimeline
Sunflower Bank, N.A.13,790$3.06M0.86%-14313F-HRTimeline
Grantvest Financial Group LLC13,780$3.06M2.48%+32113F-HRTimeline
Cherry Tree Wealth Management, LLC13,776$3.06M0.74%-46313F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC13,770$3.06M2.56%+1,85613F-HR/ATimeline
Houlihan Financial Resource Group, Ltd.13,756$3.06M1.37%-59213F-HRTimeline
NBZ Investment Advisors LLC13,754$3.06M1.77%+2,02713F-HRTimeline
Capital Square, LLC13,747$3.05M1.79%-71113F-HRTimeline
Operose Advisors LLC13,745$3.05M1.01%+38913F-HRTimeline
Dodds Wealth, LLC13,737$3.05M0.99%-9313F-HRTimeline
Total Wealth Planning & Management, Inc.13,704$3.04M3.12%-42813F-HRTimeline
WOOSTER CORTHELL WEALTH MANAGEMENT, INC.13,695$3.04M0.62%+3,56613F-HRTimeline
Blackston Financial Advisory Group, LLC13,695$3.04M2.06%-13,11213F-HR/ATimeline
KEB ASSET MANAGEMENT, LLC13,681$3.04M0.86%-12613F-HRTimeline
Redwood Park Advisors LLC13,654$3.03M2.54%-16913F-HRTimeline
Aveo Capital Partners, LLC15,445$3.03M0.5%-13,38113F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC13,645$3.03M0.31%+1,96013F-HRTimeline
Verus Financial Partners, Inc.14,966$3.03M0.35%-63313F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC13,616$3.02M0.82%-1,68913F-HRTimeline
Sonoma Private Wealth LLC13,580$3.02M4.18%+7,62313F-HRTimeline
Professional Financial Advisors, LLC13,565$3.01M0.77%+3813F-HRTimeline
STAR Financial Bank13,564$3.01M2.21%-1,28313F-HRTimeline
Kellett Wealth Advisors, LLC13,555$3.01M2.09%-6613F-HRTimeline
Nalls Sherbakoff Group, LLC13,540$3.01M2.44%13F-HRTimeline
Harvest Investment Services, LLC13,533$3.01M0.84%+71513F-HRTimeline
Hobbs Group Advisors, LLC13,532$3.01M1.14%-3,40813F-HRTimeline
Bond & Devick Financial Network, Inc.13,530$3.01M1.09%-1,55013F-HRTimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP13,525$3M0.05%new13F-HRTimeline
EDENTREE ASSET MANAGEMENT Ltd13,526$3M1.01%-1,01213F-HRTimeline
Pinpoint Asset Management Ltd13,500$3M0.52%-1,91713F-HRTimeline
Sage Capital Management, LLC13,497$3M1.63%-13,89713F-HRTimeline
Fenimore Asset Management Inc13,481$2.99M0.06%-29213F-HRTimeline
Frazier Financial Advisors, LLC13,472$2.99M2.31%-60213F-HRTimeline
Disciplined Investors, L.L.C.13,471$2.99M2.7%+30013F-HRTimeline
Kemnay Advisory Services Inc.63,228$2.99M0.56%+13,11013F-HRTimeline
Uniting Wealth Partners, LLC13,449$2.99M1.5%-25313F-HRTimeline
Colony Family Offices, LLC13,448$2.99M0.93%-1,35013F-HRTimeline
Vivid Wealth Management, LLC13,441$2.99M1.49%-46913F-HRTimeline
TLWM13,422$2.98M0.6%+44413F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.13,412$2.98M1.16%+80013F-HRTimeline
MN Wealth Advisors, LLC13,394$2.98M1.75%-1,80913F-HRTimeline
Objectivity Squared, LLC14,996$2.97M2.49%-58613F-HRTimeline
Del-Sette Capital Management, LLC13,369$2.97M2.33%-2,89813F-HRTimeline
Northern Capital Management, Inc.13,341$2.96M1.93%+14313F-HRTimeline
Paladin Wealth, LLC13,337$2.96M2.66%+1,01213F-HRTimeline
HARVEY INVESTMENT CO LLC13,327$2.96M0.33%-22113F-HRTimeline
Moisand Fitzgerald Tamayo, LLC13,316$2.96M0.41%+17213F-HRTimeline
Cardinal Strategic Wealth Guidance13,313$2.96M0.94%-2,30513F-HRTimeline
CacheTech Inc.15,716$2.95M0.58%+2,32113F-HRTimeline
Adams Wealth Management13,295$2.95M0.58%-10013F-HRTimeline
Financial & Tax Architects, LLC13,286$2.95M0.74%+1,01113F-HRTimeline
Talisman Wealth Advisors LLC13,267$2.95M3.03%+57613F-HRTimeline
Mach-1 Financial Group, LLC13,264$2.95M0.88%-1,55113F-HRTimeline
HMS Capital Management, LLC16,193$2.94M1.63%-58513F-HRTimeline
Stonebridge Financial Planning Group, L…13,218$2.94M1.34%-1,28413F-HRTimeline
MOORE CAPITAL MANAGEMENT, LP13,216$2.94M0.1%-495,84613F-HR/ATimeline
Defined Financial Planning LLC13,150$2.93M2.97%+2,06313F-HRTimeline
GARDA CAPITAL PARTNERS LP13,210$2.93M1.65%new13F-HRTimeline
AdviceOne Advisory Services, LLC13,199$2.93M2.39%+22413F-HRTimeline
FORM Wealth Advisors, LLC13,188$2.93M0.4%13F-HRTimeline
Bullock Wealth Management Group13,103$2.92M1.64%-1,75913F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC13,148$2.92M1.75%-2,82313F-HRTimeline
Financial Alternatives, Inc13,145$2.92M2.08%-1213F-HRTimeline
DIKER MANAGEMENT LLCin group DIKER MANAGEMENT LLC13,142$2.92M3.49%013F-HRTimelineGroup
Scharf Investments, LLC13,132$2.92M0.09%-4,16413F-HRTimeline
Apeiron RIA LLC13,094$2.91M0.88%-59613F-HRTimeline
America First Investment Advisors, LLC13,065$2.9M0.61%+2513F-HRTimeline
SAGE PRIVATE WEALTH GROUP, LLC13,058$2.9M2.2%+1813F-HRTimeline
ONE PLUS ONE WEALTH MANAGEMENT, LLC13,044$2.9M1.58%-58913F-HRTimeline
SWP Investment Management LLC13,026$2.89M3.61%13F-HRTimeline
HAP Trading, LLC13,002$2.89M1.03%new13F-HRTimeline
EWG Elevate Inc.13,000$2.89M1.09%-98313F-HRTimeline
CarsonAllaria Wealth Management, Ltd.12,998$2.89M1.67%+9413F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC12,987$2.88M1.47%+2813F-HRTimeline
Matrix Trust Co12,977$2.88M0.49%+40413F-HRTimeline
Gallacher Capital Management LLC12,970$2.88M1.4%-1,11913F-HRTimeline
Carrera Capital Advisors12,956$2.88M0.64%+87513F-HRTimeline
WorthPointe, LLC12,949$2.88M1.31%-3,75813F-HRTimeline
Portfolio Strategies, Inc.12,916$2.87M0.44%+7213F-HRTimeline
Old West Investment Management, LLC12,914$2.87M1.03%013F-HRTimeline
FSC Wealth Advisors, LLC12,911$2.87M1.88%-31113F-HRTimeline
Saxony Capital Management, LLC12,902$2.87M2.51%-1,72313F-HRTimeline
Momentous Wealth Management, Inc.12,895$2.86M2.03%+1,20013F-HRTimeline
Forza Wealth Management, LLC12,885$2.86M1.29%-38013F-HRTimeline
Greenbush Financial Group, LLC12,878$2.86M1.42%+18713F-HRTimeline
WEIK CAPITAL MANAGEMENT12,857$2.86M1.16%-90513F-HRTimeline
Wood Tarver Financial Group, LLC12,824$2.85M0.93%+213F-HRTimeline
Canandaigua National Trust Co of Florida12,811$2.85M2.51%-2,43513F-HRTimeline
HTG Investment Advisors, Inc.12,804$2.84M1.19%+2413F-HRTimeline
MARVIN & PALMER ASSOCIATES INC12,794$2.84M4.24%-11,40013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Brendel Financial Advisors LLC12,781$2.84M1.72%-3513F-HRTimeline
Riverpoint Wealth Management Holdings, …12,760$2.83M0.73%+413F-HRTimeline
Sterling Manor Financial, LLC12,745$2.83M2.02%-44813F-HRTimeline
CCG WEALTH MANAGEMENT, LLC12,733$2.83M1.69%-96013F-HRTimeline
ELKHORN PARTNERS LIMITED PARTNERSHIPin group ELKHORN PARTNERS LIMITED PART…12,700$2.82M1.85%-40013F-HRTimelineGroup
SFG Wealth Management, LLC.12,695$2.82M1.38%-1,01413F-HRTimeline
Weinberger Asset Management, Inc12,693$2.82M1.21%+59413F-HRTimeline
CogentBlue Wealth Advisors, LLC12,679$2.82M2.47%+4,55113F-HRTimeline
Davidson Capital Management Inc.12,673$2.82M0.76%-2,24713F-HRTimeline
Basepoint Wealth LLC12,667$2.81M2.2%+8113F-HRTimeline
Clarity Wealth Development LLC13,235$2.81M3.14%-24913F-HRTimeline
STERLING INVESTMENT MANAGEMENT, LLC12,651$2.81M2%-3,89113F-HRTimeline
Clarity Capital Advisors, LLC12,651$2.81M1.85%013F-HRTimeline
Townsend & Associates, Inc14,541$2.81M0.29%-2613F-HRTimeline
Capital A Wealth Management, LLC12,610$2.8M2.94%+8,36713F-HRTimeline
PACIFIC GLOBAL INVESTMENT MANAGEMENT CO12,604$2.8M3.96%-75513F-HRTimeline
POWER WEALTH MANAGEMENT LLC12,602$2.8M1.13%-24913F-HRTimeline
Blake Schutter Theil Wealth Advisors, L…12,599$2.8M3.18%-31213F-HRTimeline
Palacios Wealth Management, LLC12,590$2.8M2.08%-43413F-HRTimeline
Hutchens & Kramer Investment Management…12,546$2.79M1.53%-8813F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC12,531$2.78M1.08%-7513F-HRTimeline
Curtis Advisory Group, LLC12,530$2.78M0.82%-17213F-HRTimeline
Mid-American Wealth Advisory Group, Inc.12,514$2.78M1.49%+97113F-HRTimeline
Bank & Trust Co12,499$2.78M2.26%-10313F-HRTimeline
New Perspectives, Inc12,475$2.77M1.48%-23013F-HRTimeline
REBALANCE, LLC12,436$2.76M0.2%+1,25713F-HRTimeline
WealthCollab, LLC12,429$2.76M1.71%+7713F-HRTimeline
WESPAC Advisors, LLC12,428$2.76M2.25%-4,27413F-HRTimeline
MFG WEALTH MANAGEMENT, INC.12,415$2.76M2.63%-5,40313F-HRTimeline
Keyes, Stange & Wooten Wealth Managemen…12,413$2.76M1.57%+17813F-HRTimeline
SMART Wealth LLC12,384$2.75M0.99%-4,26313F-HRTimeline
Wealth Forward, LLC12,375$2.75M1.96%+1113F-HRTimeline
Global Wealth Strategies & Associates12,347$2.74M0.83%+83813F-HRTimeline
SYSTEMATIC FINANCIAL MANAGEMENT LP12,335$2.74M0.08%013F-HRTimeline
Flagstone Financial Management12,327$2.74M0.88%-5013F-HRTimeline
RENASANT BANK12,320$2.74M1.81%-54813F-HRTimeline
Net Worth Advisory Group12,317$2.74M0.86%+72313F-HRTimeline
GoalVest Advisory LLC12,311$2.73M0.75%+94913F-HRTimeline
CATALYST PRIVATE WEALTH, LLC12,307$2.73M1.33%+7813F-HRTimeline
Commonwealth Retirement Investments LLC12,298$2.73M1.11%+43713F-HRTimeline
DiNuzzo Private Wealth, Inc.12,297$2.73M0.34%-52113F-HRTimeline
Nationale-Nederlanden Powszechne Towarz…12,277$2.73M0.56%-2913F-HRTimeline
Legal Advantage Investments, Inc.12,265$2.72M1.47%+30013F-HRTimeline
Sphera Management Technology Funds Ltdin group SPHERA FUNDS MANAGEMENT LTD.12,260$2.72M2.17%-7,74013F-HRTimelineGroup
SARD WEALTH MANAGEMENT GROUP, LLC12,248$2.72M1.82%+1,90713F-HRTimeline
Planned Solutions, Inc.12,248$2.72M1.12%-5,65213F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT12,243$2.72M1.14%+5613F-HRTimeline
Oldfather Financial Services, LLC12,242$2.72M1.03%-28213F-HRTimeline
Heritage Wealth Partners, LLC12,237$2.72M4.14%-3,67013F-HRTimeline
Measured Risk Portfolios, Inc.12,237$2.72M2.92%-27813F-HRTimeline
Latko Wealth Management, Ltd.12,235$2.72M1.76%-1,33913F-HRTimeline
Stephens Consulting, LLC12,211$2.71M0.68%+48713F-HRTimeline
Three Bridge Wealth Advisors, LLC12,208$2.71M0.94%-1,18013F-HRTimeline
Haven Private, LLC12,182$2.71M1.53%+67013F-HRTimeline
GRACE & WHITE INC /NY12,179$2.71M0.52%-10413F-HRTimeline
North Forty Two & Co.12,173$2.7M2.99%-35613F-HRTimeline
SWAN Capital LLC12,164$2.7M1.25%-313F-HRTimeline
Capitol Family Office, Inc.12,154$2.7M3.82%-1,05813F-HR/ATimeline
Solutions 4 Wealth, Ltd12,149$2.7M4.76%-19913F-HRTimeline
JRM Investment Counsel, LLC12,141$2.7M0.92%-2,91713F-HRTimeline
Apex Wealth Management, LLC12,129$2.69M2.42%+26113F-HRTimeline
Gibson Capital, LLC12,124$2.69M0.57%+75013F-HR/ATimeline
HOWARD BAILEY SECURITIES, LLC12,112$2.69M0.9%-4,92813F-HR/ATimeline
Live Oak Investment Partners12,089$2.69M2.12%new13F-HRTimeline
RED CRANE WEALTH MANAGEMENT, LLC12,084$2.68M2.57%+313F-HRTimeline
Rather & Kittrell, Inc.12,068$2.68M0.58%-5313F-HRTimeline
Kondo Wealth Advisors, Inc.12,051$2.68M1.32%+52413F-HRTimeline
Lumbard & Kellner, LLC12,051$2.68M1.18%-37013F-HRTimeline
Rosenberg Matthew Hamilton12,049$2.68M0.67%+71913F-HRTimeline
Alexis Investment Partners, LLC12,173$2.67M1.28%+20113F-HRTimeline
INTREPID CAPITAL MANAGEMENT INC12,026$2.67M1.3%+4,04213F-HRTimeline
MACROVIEW INVESTMENT MANAGEMENT LLC12,022$2.67M2.52%+2,33013F-HRTimeline
Solitude Financial Services11,992$2.66M1.03%+84313F-HRTimeline
Richwood Investment Advisors, LLC11,990$2.66M2.26%-1013F-HRTimeline
Saiph Capital, LLC99,173$2.65M1.27%+43313F-HRTimeline
Christensen, King & Associates Investme…11,851$2.65M1.26%-28413F-HRTimeline
Able Wealth Management LLC11,931$2.65M1.57%+15213F-HRTimeline
RED CEDAR INVESTMENT MANAGEMENT, LLC11,921$2.65M0.37%013F-HRTimeline
Halter Ferguson Financial Inc.11,907$2.64M1.44%-1,09213F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC11,906$2.64M0.91%+3,46313F-HRTimeline
OMNI 360 Wealth, Inc.11,881$2.64M1.77%-64813F-HR/ATimeline
BIRCHBROOK, INC.11,856$2.63M1.48%-7913F-HRTimeline
Bay Capital Advisors, LLC11,828$2.63M2.19%-75213F-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