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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
Financial Symmetry Inc11,806$2.62M1.61%+41513F-HRTimeline
Foguth Wealth Management, LLC.11,793$2.62M0.64%+1,00813F-HRTimeline
MFA Wealth Services11,790$2.62M2.15%-95113F-HRTimeline
Smith Thornton Advisors LLC11,780$2.62M1.63%-6213F-HRTimeline
SHAYNE & JACOBS, LLC11,773$2.62M0.64%+1,07113F-HRTimeline
Veery Capital, LLC11,762$2.61M1.02%+99713F-HRTimeline
Private Wealth Advisors, LLC11,761$2.61M1.1%-25113F-HRTimeline
Strive Asset Management, LLC11,744$2.61M1.81%-4,46013F-HR/ATimeline
A. D. Beadell Investment Counsel, Inc.11,736$2.61M2.17%-21413F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC11,724$2.6M0.59%-2113F-HRTimeline
Waterway Wealth Management, LLC11,703$2.6M1.08%+45313F-HRTimeline
Tenon Financial LLC11,673$2.59M1.6%-1,32413F-HRTimeline
Paradigm Capital Management, LLC/NV11,667$2.59M2.65%-76013F-HRTimeline
Park Edge Advisors, LLC11,658$2.59M0.72%+37113F-HRTimeline
Menard Financial Group LLC13,031$2.59M1.7%+50813F-HRTimeline
Kera Capital Partners, Inc.11,641$2.59M0.77%+39313F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC11,640$2.59M1.48%+14313F-HRTimeline
Aspen Wealth Management LLC11,632$2.58M0.73%-1113F-HRTimeline
Factorial Partners, LLC11,600$2.58M1.59%013F-HRTimeline
HILL ISLAND FINANCIAL LLC11,584$2.57M0.75%-1,02513F-HRTimeline
Kelman-Lazarov, Inc.11,583$2.57M0.47%+26713F-HRTimeline
X-Square Capital, LLC11,552$2.57M1.1%-2,08113F-HRTimeline
VSM Wealth Advisory, LLC11,509$2.56M0.92%+15513F-HRTimeline
PRUDENT INVESTORS NETWORK, INC.11,500$2.55M0.73%-88613F-HRTimeline
Womack Financial LLC11,472$2.55M2.33%-33713F-HR/ATimeline
Farnam Financial LLC11,465$2.55M2.59%+71513F-HRTimeline
Rooted Wealth Advisors, Inc.13,485$2.54M1.09%-14213F-HRTimeline
THREADGILL FINANCIAL, LLC11,430$2.54M1.36%+113F-HRTimeline
Clear Point Advisors Inc.11,427$2.54M2.28%-39113F-HRTimeline
Towneley Capital Management, Inc / DE11,420$2.54M0.59%+10,26713F-HRTimeline
BINGHAM PRIVATE WEALTH, LLC11,396$2.53M2.62%-1,82513F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC11,389$2.53M1.71%-85313F-HRTimeline
Hara Capital LLC11,386$2.53M1.71%-47013F-HRTimeline
BUILDER INVESTMENT GROUP INC /ADV11,382$2.53M0.72%-2713F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.11,373$2.53M1.27%+27713F-HRTimelineGroup
Everest Private Wealth11,372$2.53M2.3%+1,25013F-HRTimeline
Latitude Advisors, LLC11,371$2.53M1.47%+39813F-HRTimeline
TrueWealth Advisors, LLC11,360$2.52M0.83%+5213F-HRTimeline
WEDGEWOOD INVESTORS INC /PA/11,358$2.52M3%-24313F-HRTimeline
Autumn Glory Partners, LLC11,352$2.52M1.25%-2,02313F-HRTimeline
DEFINED WEALTH MANAGEMENT, LLC11,352$2.52M1.7%+9613F-HRTimeline
STEPH & CO11,317$2.51M0.9%-30213F-HRTimeline
HF Advisory Group, LLC11,284$2.51M1.1%-68213F-HRTimeline
Orin Green Financial, LLC12,968$2.5M1.18%new13F-HRTimeline
Mraz, Amerine & Associates, Inc.11,483$2.5M0.43%+6013F-HR/ATimeline
Financial Freedom, LLC11,258$2.5M1.44%-27213F-HRTimeline
4WEALTH ADVISORS, INC.11,241$2.5M2.76%-16013F-HRTimeline
COTTONWOOD CAPITAL ADVISORS, LLC11,222$2.49M1.83%-66313F-HRTimeline
HFG Wealth Management, LLC9,933$2.49M1.51%-4913F-HRTimeline
Tudor Financial Inc.11,195$2.49M1.49%-57013F-HRTimeline
GROESBECK INVESTMENT MANAGEMENT CORP /N…11,190$2.49M3.48%-1,08013F-HRTimeline
Gray Private Wealth, LLC11,172$2.48M1.49%-67613F-HRTimeline
Second Half Financial Partners, LLC11,159$2.48M1.23%-62413F-HRTimeline
MKT Advisors LLC13,652$2.48M1.16%-10213F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.11,122$2.47M<0.01%+1113F-HRTimelineGroup
Lighthouse Financial LLC11,104$2.47M2.13%-65013F-HRTimeline
ETF Portfolio Partners, Inc.11,087$2.46M0.74%013F-HRTimeline
ALLEN WEALTH MANAGEMENT, LLC11,085$2.46M1.7%+11213F-HRTimeline
ARBOR CAPITAL MANAGEMENT INC /ADV10,974$2.45M2.38%+1,41313F-HRTimeline
Pilgrim Partners Asia Pte Ltd11,041$2.45M2.33%+1,30013F-HRTimeline
VAUGHAN & Co SECURITIES, INC.11,040$2.45M1.52%-18113F-HRTimeline
BIP Alliance, LLC11,038$2.45M1.04%-34613F-HRTimeline
Burns Matteson Capital Management, LLC11,031$2.45M1.32%+17813F-HRTimeline
INVESTMENT COUNSEL CO OF NEVADA11,002$2.44M5.56%+3,50213F-HRTimeline
Soviero Asset Management, LP11,000$2.44M2.85%-1,00013F-HRTimeline
PYA Waltman Capital, LLC10,976$2.44M0.77%-41613F-HRTimeline
SK Wealth Management, LLC12,615$2.44M1.31%-31213F-HRTimeline
Peak Retirement Planning, Inc.10,963$2.44M1.35%+48713F-HRTimeline
Nicholson Meyer Capital Management, Inc.10,957$2.43M2.24%13F-HRTimeline
Blossom Wealth Management10,945$2.43M4.89%-1,71613F-HRTimeline
Objective Capital Management, LLC10,941$2.43M3.1%-20,91413F-HRTimeline
Eaton-Cambridge Inc.10,939$2.43M1.04%+14213F-HRTimeline
Forefront Wealth Partners, LLC10,938$2.43M1.65%-1613F-HRTimeline
VISTA INVESTMENT MANAGEMENT10,931$2.43M0.95%-25413F-HRTimeline
Cohen Capital Management, Inc.10,905$2.42M0.41%-2,10013F-HRTimeline
PARK CIRCLE Co10,900$2.42M2.16%013F-HRTimeline
JDH Wealth Management, LLC10,885$2.42M2.07%+40713F-HRTimeline
BURR FINANCIAL SERVICES, LLC10,872$2.41M1.89%-4,57913F-HRTimeline
Navera Investment Management Ltd.10,865$2.41M0.04%-3,00013F-HRTimeline
Wiser Wealth Management, Inc10,833$2.41M0.68%+38513F-HRTimeline
Compass Wealth Management LLC10,832$2.41M0.61%-1,07013F-HRTimeline
FORTE ASSET MANAGEMENT LLC10,825$2.4M1.21%+6,09413F-HRTimeline
Pinnacle Financial Group, LLC / IL10,825$2.4M0.87%-5213F-HRTimeline
BRASADA CAPITAL MANAGEMENT, LP13,945$2.4M0.48%-39213F-HRTimeline
RFG Holdings, Inc.10,807$2.4M0.78%+1,21413F-HRTimeline
ShankerValleau Wealth Advisors, Inc.10,810$2.4M0.78%-30013F-HRTimeline
Oakwell Private Wealth Management, LLC10,797$2.4M0.66%+2,61013F-HRTimeline
Carmel Capital Partners, LLC10,794$2.4M0.94%-2513F-HRTimeline
Causey Wealth LLC10,777$2.39M1.34%-9813F-HRTimeline
Roth Financial Partners LLC10,765$2.39M0.94%013F-HRTimeline
AmeriServ Wealth Advisorsin group AmeriServ Wealth Advisors10,758$2.39M1.38%-2,19813F-HRTimelineGroup
AMI INVESTMENT MANAGEMENT INC10,756$2.39M0.77%-28413F-HRTimeline
Denver PWM, LLC10,754$2.39M0.86%+7,19413F-HRTimeline
CHIRON CAPITAL MANAGEMENT, LLC10,734$2.38M2.17%-27613F-HRTimeline
Hickory Point Bank & Trust10,713$2.38M2.09%+37313F-HRTimeline
Vested Financial Planning, LLC10,696$2.38M2.37%-35013F-HRTimeline
Legacy Financial Group LLC10,694$2.38M0.37%-47513F-HRTimeline
MEMBERS WEALTH LLC10,692$2.38M1.79%+2013F-HRTimeline
Smart Portfolios, LLC10,639$2.36M2.57%+49913F-HRTimeline
GenWealth Group, Inc.10,616$2.36M0.52%+1,30113F-HRTimeline
SIRIOS CAPITAL MANAGEMENT L P10,614$2.36M0.42%+5,24213F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC10,600$2.35M1.71%-31013F-HRTimeline
CLARIS ADVISORS, LLC / MO /10,600$2.35M0.88%-1,94513F-HRTimeline
Clifford Group, LLC10,590$2.35M2.2%-1413F-HRTimeline
Altiora Financial Group, LLC10,590$2.35M0.5%-12513F-HRTimeline
Fairbanks Capital Management, Inc.10,572$2.35M1.51%013F-HRTimeline
Franklin, Parlapiano, Turner & Welch, L…10,568$2.35M0.63%013F-HRTimeline
Woodward Financial Advisors, Inc.10,550$2.34M1.11%+31713F-HRTimeline
Powers Advisory Group, LLC10,544$2.34M1.12%-213F-HRTimeline
Wilkins Miller Wealth Management, LLC10,532$2.34M1.76%-2513F-HRTimeline
Signature Wealth Management Group10,526$2.34M0.91%+1,21113F-HRTimeline
Krane Funds Advisors LLC10,508$2.33M0.07%+1,45513F-HRTimeline
Skye Global Management LP10,500$2.33M0.06%-114,00013F-HRTimeline
Sprinkle Financial Consultants LLC10,494$2.33M1.48%+50513F-HRTimeline
360 Financial, Inc.10,490$2.33M0.85%+2913F-HRTimeline
Camelot Portfolios, LLC10,470$2.33M1.44%+5,87713F-HRTimeline
Financial Network Wealth Advisors LLC10,437$2.32M3.04%+1,33413F-HRTimeline
Newton One Investments LLC10,434$2.32M0.83%+1113F-HRTimeline
Fairtree Asset Management (Pty) Ltd10,428$2.32M1.86%-72613F-HRTimeline
ELEVATE WEALTH ADVISORY, INC10,404$2.31M1.64%+1,68413F-HRTimeline
Tandem Investment Partners LLC10,391$2.31M2.28%-11313F-HRTimeline
MASTER'S WEALTH MANAGEMENT INC.10,382$2.31M1.21%+2113F-HRTimeline
PETERSON WEALTH MANAGEMENT10,366$2.3M1.55%-15,55813F-HRTimeline
Briaud Financial Planning Inc10,366$2.3M0.91%+4513F-HRTimeline
Axis Wealth Partners, LLC10,360$2.3M1.7%-2113F-HRTimeline
Conrad Siegel Investment Advisors, Inc.10,355$2.3M0.59%-29813F-HRTimeline
RWWM, INC.10,352$2.3M0.19%-1,75013F-HRTimeline
Prosperity Planning, Inc.10,349$2.3M0.72%013F-HRTimeline
Lake Hills Wealth Management, LLC10,342$2.3M1.59%-30013F-HRTimeline
Palouse Capital Management, Inc.10,341$2.3M1.57%-1,82613F-HRTimeline
Nicholson Wealth Management Group, LLC10,341$2.3M1.51%+38213F-HRTimeline
Vermillion Wealth Management, Inc.10,331$2.29M0.67%-20913F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…10,323$2.29M0.88%-4,59313F-HRTimeline
TEALWOOD ASSET MANAGEMENT INC10,325$2.29M1.06%-11,33313F-HRTimeline
Mustard Seed Financial, LLC10,317$2.29M1.84%013F-HRTimeline
Seed Wealth Management, Inc.10,309$2.29M1.86%013F-HRTimeline
Landmark Wealth Management, LLC10,305$2.29M1.01%-27013F-HRTimeline
Brand Asset Management Group, Inc.10,291$2.29M0.95%+11113F-HRTimeline
Payne Capital Management, LLC10,289$2.29M0.97%-1,98713F-HRTimeline
Pavion Blue Capital, LLC10,288$2.29M1.09%013F-HRTimeline
Maxele Advisors, LLC10,284$2.28M2.21%+16013F-HRTimeline
Summa Corp.10,280$2.28M1.32%-1,21113F-HRTimeline
Divergent Planning, LLC10,196$2.28M0.76%+1,15413F-HRTimeline
Uncommon Cents Investing LLC10,272$2.28M0.67%-18513F-HRTimeline
Family Office Research LLC10,249$2.28M1.11%-82613F-HRTimeline
RIK SAYLOR FINANCIAL, INC.10,241$2.27M2%+20413F-HRTimeline
Econ Financial Services Corp10,212$2.27M1.21%+92813F-HRTimeline
Element Wealth, LLC10,207$2.27M1.22%-1,03113F-HRTimeline
Lakeside Advisors, INC.10,197$2.26M1.5%-30013F-HRTimeline
ABOUND FINANCIAL, LLC10,196$2.26M1.15%+213F-HRTimeline
Gordian Advisors LLC10,156$2.26M1.79%-6713F-HRTimeline
FDx Advisors, Inc.10,145$2.25M0.73%-37913F-HRTimeline
Kaydan Wealth Management, Inc.10,131$2.25M0.72%-913F-HRTimeline
Peterson Wealth Advisors, LLC12,385$2.25M0.43%-37213F-HRTimeline
Bravias Capital Group, LLC10,107$2.25M1.82%-1,92513F-HRTimeline
Von Berge Wealth Management Group, LLC10,763$2.24M1.45%-3,06113F-HRTimeline
Cassia Capital Partners, LLC10,092$2.24M1.4%+18713F-HRTimeline
B&D White Capital Company, LLC10,090$2.24M0.33%-20,49813F-HRTimeline
FMA Wealth Management, LLC9,266$2.24M1.72%-11013F-HRTimeline
Tower Wealth Partners, Inc.10,081$2.24M1.2%+99513F-HRTimeline
Forthright Family Wealth Advisory LLC10,071$2.24M1.48%-8413F-HRTimeline
Insight Wealth Partners, LLC10,060$2.23M1.34%+32913F-HRTimeline
FUTURE YOU WEALTH LLC10,056$2.23M1.43%-31813F-HRTimeline
RETIREMENT PLANNING GROUP, LLC / NY10,052$2.23M2.27%+64013F-HRTimeline
Navigoe, LLC10,049$2.23M1.93%+9013F-HRTimeline
OCONNOR, A Distinct Business Unit of UB…10,000$2.22M0.05%-15,18013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
SCP Investment, LP10,000$2.22M1.89%013F-HRTimeline
GOLDEN ROAD ADVISORS LLC9,994$2.22M1.73%+1,82513F-HRTimeline
PCG Wealth Advisors, LLC9,970$2.21M0.77%-3013F-HRTimeline
Innova Wealth Partners9,942$2.21M1.37%-16413F-HRTimeline
GK Wealth Management LLC9,939$2.21M2.76%-1,14913F-HR/ATimeline
New Jersey Better Educational Savings T…9,936$2.21M4.26%013F-HRTimeline
HT Partners LLC9,923$2.2M0.76%-1613F-HRTimeline
Strategic Wealth Investment Group, LLC9,922$2.2M3.84%-169,10813F-HRTimeline
READYSTATE ASSET MANAGEMENT LP9,920$2.2M0.11%new13F-HRTimeline
ForthRight Wealth Management, LLC9,911$2.2M0.74%-21813F-HRTimeline
Oliver Luxxe Assets LLC9,873$2.19M0.41%+2,34113F-HRTimeline
Shakespeare Wealth Management, LLC9,872$2.19M0.59%-13613F-HRTimeline
Armstrong, Fleming & Moore, Inc9,852$2.19M2.65%-79,96413F-HRTimeline
Lakeshore Capital Group, Inc.9,843$2.19M2.11%+41513F-HRTimeline
DHJJ Financial Advisors, Ltd.9,838$2.19M0.88%-22713F-HRTimeline
Michael A. Dubis Financial Planning, LLC9,832$2.18M2.12%013F-HRTimeline
FC Advisory LLC9,766$2.17M0.73%-27413F-HRTimeline
Meredith Wealth Planning9,757$2.17M0.96%-31213F-HRTimeline
Hartmann Taylor Wealth Management, LLC9,726$2.16M1.94%13F-HRTimeline
Presidio Capital Management, LLC9,712$2.16M0.9%+1,09113F-HRTimeline
Richmond Investment Services, LLC9,696$2.15M1.17%+14713F-HRTimeline
Future Financial Wealth Managment LLC9,694$2.15M1.58%-4513F-HRTimeline
Aspiring Ventures, LLC10,970$2.15M1.22%+3,37313F-HRTimeline
1620 INVESTMENT ADVISORS, INC.9,691$2.15M1.65%-4913F-HRTimeline
Clear Street Derivatives LLC9,663$2.15M0.04%-2,95413F-HRTimeline
Provident Wealth Management, LLC9,634$2.14M0.74%+9713F-HRTimeline
SIERRA OCEAN, LLC9,628$2.14M1.69%-23113F-HRTimeline
Boyce & Associates Wealth Consulting, I…9,617$2.14M2.14%-9513F-HRTimeline
RTD Financial Advisors, Inc.9,609$2.13M0.29%+58313F-HRTimeline
Baring Financial LLC9,607$2.13M1.79%-47613F-HRTimeline
SkyView Investment Advisors, LLC9,589$2.13M0.32%+23213F-HRTimeline
Flaharty Asset Management, LLC9,585$2.13M0.31%-3,08113F-HRTimeline
FIDELITY D & D BANCORP INC9,564$2.12M1.4%-46213F-HRTimeline
Brightwater Advisory LLC9,555$2.12M1.68%-64413F-HR/ATimeline

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