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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)2026-10-06-2,399 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
Evergreen Wealth Management, LLC9,511$2.11M1.26%-3,34613F-HRTimeline
Vawter Financial, Ltd.9,504$2.11M1.18%+6013F-HRTimeline
Northeast Financial Group, Inc.in group Northeast Financial Group, In…9,494$2.11M0.79%+1,07313F-HRTimelineGroup
Williams & Novak Wealth Management, LLC9,447$2.11M2.06%-2,66413F-HRTimeline
Fidato Wealth LLC9,492$2.11M1.61%-1,70313F-HRTimeline
Leonard Rickey Investment Advisors P.L.…10,386$2.1M0.45%-50713F-HRTimeline
Miller Investment Management, LP9,463$2.1M0.23%-4013F-HRTimeline
LeConte Wealth Management, LLC9,463$2.1M1.34%13F-HRTimeline
Advus Financial Partners, LLC9,457$2.1M0.9%-2,28713F-HR/ATimeline
Permanent Capital Management, LP9,453$2.1M0.6%+92713F-HRTimeline
Holos Integrated Wealth LLC9,452$2.1M1.38%-2,75413F-HRTimeline
ACCESS FINANCIAL SERVICES, INC.9,450$2.1M0.84%013F-HRTimeline
Heck Capital Advisors, LLC9,417$2.09M0.24%+3,91013F-HRTimeline
Climber Capital SA11,707$2.09M1.64%-44113F-HRTimeline
GREENUP STREET WEALTH MANAGEMENT LLC9,403$2.09M0.41%-19,63313F-HRTimeline
Prospect Financial Group LLC9,398$2.09M2.66%+1,07213F-HRTimeline
Stewardship Advisors, LLC9,380$2.08M0.56%+15913F-HRTimeline
Discipline Wealth Solutions, LLC9,375$2.08M0.99%+113F-HRTimeline
WEALTHGARDEN F.S. LLC9,367$2.08M2%+70913F-HRTimeline
Giverny Capital Inc.9,367$2.08M0.08%-7,60913F-HR/ATimeline
Prasad Wealth Partners, LLC9,366$2.08M0.68%+23313F-HRTimeline
NDVR, Inc.9,363$2.08M2.12%-8813F-HRTimeline
Monte Financial Group, LLC10,538$2.08M0.91%-30913F-HRTimeline
Morton Brown Family Wealth, LLC9,336$2.07M0.7%+34013F-HRTimeline
Campbell Deegan Wealth Management, LLC9,328$2.07M2.38%+1,16513F-HRTimeline
Rezny Wealth Management, Inc.9,325$2.07M0.54%+4013F-HRTimeline
Phocas Financial Corp.9,325$2.07M0.32%013F-HRTimeline
Harbor Group, Inc.9,318$2.07M0.41%+513F-HRTimeline
Trinity Wealth Management, LLC9,306$2.07M0.94%+5113F-HRTimeline
Bellwether Advisors, LLC9,293$2.06M0.43%+1213F-HRTimeline
Hudson Portfolio Management LLC9,283$2.06M1.98%-26013F-HRTimeline
Cornerstone Wealth Advisors, Inc.9,277$2.06M0.57%-9013F-HRTimeline
Bonfire Financial9,276$2.06M1.9%-28913F-HRTimeline
Cushing Capital Partners, LLC9,273$2.06M1.85%+40913F-HRTimeline
Lauterbach Financial Advisors, LLC9,273$2.06M1.28%-55313F-HRTimeline
TRAN CAPITAL MANAGEMENT, L.P.9,270$2.06M0.28%+43713F-HRTimeline
Waycross Investment Management Co9,261$2.06M2.32%013F-HRTimeline
Dogwood Wealth Management LLC9,259$2.06M1.08%+1,10113F-HRTimeline
EnRich Financial Partners LLC9,248$2.05M0.69%-10713F-HRTimeline
Flywheel Private Wealth LLC9,235$2.05M1.87%-30013F-HRTimeline
Councilor Wealth, LLC9,230$2.05M1.02%+55813F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS9,230$2.05M1.62%+25813F-HRTimeline
Yeomans Consulting Group, Inc.9,229$2.05M0.79%+19913F-HRTimeline
DELPHI MANAGEMENT INC /MA/9,220$2.05M2.09%-48713F-HRTimeline
Granite FO LLC9,219$2.05M1.16%013F-HRTimeline
EAGLE WEALTH STRATEGIES LLC9,203$2.04M1.25%-25613F-HRTimeline
Coordinated Financial Services, Inc./CO9,184$2.04M1.56%13F-HRTimeline
RHS Financial, LLC9,175$2.04M1.14%-60413F-HRTimeline
FSA Advisors, Inc.9,169$2.04M1.62%+1,47913F-HRTimeline
PRING TURNER CAPITAL GROUP INC9,164$2.04M1.26%-2,00513F-HRTimeline
Silver Oak Advisory Group, Inc.9,165$2.04M1.08%-60813F-HRTimeline
JBGlobal.com LLC9,152$2.03M2.11%-4313F-HRTimeline
Echo45 Advisors LLC9,149$2.03M1.36%+5613F-HRTimeline
MAINSTAY CAPITAL MANAGEMENT LLC /ADV9,148$2.03M0.28%+5813F-HRTimeline
Lloyd Advisory Services, LLC.11,720$2.03M1.02%+2,61613F-HRTimeline
Compass Advisory Group LLC9,120$2.03M0.71%-3513F-HRTimeline
Financial Advisory Corp9,117$2.03M0.34%+513F-HRTimeline
Armbruster Capital Management, Inc.9,107$2.02M0.4%+11013F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.9,089$2.02M1.16%-45913F-HRTimeline
Probity Advisors, Inc.9,078$2.02M0.39%+69913F-HRTimeline
FinDec Wealth Services, Inc.9,072$2.02M1.99%-12,86313F-HRTimeline
Smart Money Group LLC9,071$2.01M0.69%+1,78013F-HR/ATimeline
Bright Futures Wealth Management, LLC.10,428$2.01M2.21%-1,70713F-HRTimeline
David Kennon Inc9,063$2.01M0.8%+2713F-HRTimeline
Ariadne Wealth Management, LP10,137$2.01M1.05%-43113F-HRTimeline
STEVENS CAPITAL PARTNERS9,059$2.01M0.95%-1,91013F-HRTimeline
Carbahal Olsen Financial Services Group…9,056$2.01M1.91%+57013F-HRTimeline
Wealthstar Advisors, LLC9,053$2.01M0.92%-20113F-HRTimeline
CORSAIR CAPITAL MANAGEMENT, L.P.8,986$2M0.51%013F-HR/ATimeline
Sulzberger Capital Advisors, Inc.8,984$2M2.62%-4,85013F-HRTimeline
Santori & Peters, Inc.8,959$1.99M0.8%013F-HRTimeline
Pingora Partners LLC8,941$1.99M1.47%-18013F-HRTimeline
FORTRESS FINANCIAL GROUP, LLC8,933$1.98M1.98%+6813F-HRTimeline
Courage Miller Partners, LLC8,930$1.98M0.67%-19913F-HRTimeline
CITY NATIONAL BANK OF FLORIDA /MSD8,930$1.98M1.78%+1,92713F-HRTimeline
TCP Asset Management, LLC8,926$1.98M0.44%-90913F-HRTimeline
Marotta Asset Management8,504$1.98M0.39%+24813F-HRTimeline
OPTIMIZE FINANCIAL INC.8,913$1.98M1.44%new13F-HR/ATimeline
AllGen Financial Advisors, Inc.8,910$1.98M0.59%+15213F-HRTimeline
Bruce G. Allen Investments, LLC8,895$1.98M1.56%-11913F-HRTimeline
Disciplined Investments, LLC8,873$1.97M0.91%+1,70713F-HRTimeline
Redwood Financial Network Corp8,869$1.97M1.5%+14913F-HRTimeline
Inman Jager Wealth Management, LLC8,867$1.97M1.48%-24613F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.8,858$1.97M0.58%+26513F-HRTimeline
ROSENBLUM SILVERMAN SUTTON S F INC /CA8,843$1.96M0.54%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.8,838$1.96M1.33%+1,23213F-HRTimeline
Level Financial Advisors8,839$1.96M0.67%-14313F-HRTimeline
Wallace Hart LLC8,827$1.96M4.93%+6,13613F-HRTimeline
17 CAPITAL PARTNERS, LLC8,799$1.95M1.25%+12513F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC8,796$1.95M0.7%-30913F-HRTimeline
Kooman & Associates8,787$1.95M0.72%+51313F-HRTimeline
Hopwood Financial Services, Inc.8,762$1.95M1.5%+70113F-HRTimeline
Cedar Mountain Advisors, LLC8,757$1.95M0.44%-23513F-HRTimeline
Provident Investment Management, Inc.8,756$1.94M0.18%-50013F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.8,755$1.94M1.06%+1,08613F-HRTimeline
Brueske Advisory Services, LLC8,752$1.94M1.84%-67313F-HRTimeline
Parker Investment Management, LLC8,726$1.94M0.35%-28013F-HRTimeline
Clark & Stuart, Inc8,721$1.94M1.41%013F-HRTimeline
LITTLEJOHN FINANCIAL SERVICES, INC.8,715$1.94M1.53%+7413F-HRTimeline
Graney & King, LLC8,704$1.93M1.44%+11813F-HRTimeline
WOLVERINE TRADING, LLC8,870$1.93M0.06%-82,37313F-HRTimeline
NAPA WEALTH MANAGEMENT8,690$1.93M1.09%-12,98413F-HRTimeline
Range Financial Group LLC8,676$1.93M0.86%+76413F-HRTimeline
Bluesphere Advisors LLC8,658$1.92M1.1%-13,38013F-HRTimeline
Grange Capital, LLC8,652$1.92M2.24%-1713F-HRTimeline
BLALOCK WILLIAMS, LLC8,645$1.92M2.15%+1,33013F-HRTimeline
Cunning Capital Partners, LP8,640$1.92M1.22%-5013F-HRTimeline
Guidance Point Advisors, LLC8,636$1.92M0.55%-513F-HRTimeline
Legacy Bridge, LLC8,636$1.92M1.07%-29813F-HRTimeline
Gen-Wealth Partners Inc8,619$1.91M0.8%+44913F-HRTimeline
LifePlan Investment Advisors, Inc.8,615$1.91M1.1%-42313F-HRTimeline
INSIGHT 2811, INC.8,600$1.91M0.97%-11313F-HRTimeline
MMA ASSET MANAGEMENT LLC8,591$1.91M0.8%-9513F-HRTimeline
Strid Group, LLC8,589$1.91M0.3%-1,10313F-HRTimeline
BlueSky Wealth Advisors, LLC8,584$1.91M0.3%+8013F-HRTimeline
Osprey Private Wealth LLC8,575$1.9M1.13%+69013F-HRTimeline
Capital Investment Services of America,…8,569$1.9M0.19%-18513F-HRTimeline
OLIO Financial Planning8,563$1.9M0.66%+7813F-HRTimeline
Meridian Financial Advisors, LLC8,552$1.9M1.33%-11813F-HRTimeline
McNaughton Wealth Management, LLC8,547$1.9M0.92%+51213F-HRTimeline
Syverson Strege & Co8,529$1.89M0.61%+37413F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC8,508$1.89M0.5%-15,28313F-HRTimeline
Next Level Wealth Planning, LLC8,497$1.89M1.43%-10013F-HRTimeline
Wealth Group Ltd8,495$1.89M0.55%+60013F-HRTimeline
Capstone Wealth Management, LLC8,492$1.89M1.88%-3613F-HRTimeline
Copperleaf Capital, LLC8,462$1.88M1.12%-4713F-HRTimeline
Galilei Investment Office LLP8,449$1.88M1.02%013F-HRTimeline
Altus Wealth Management, LLC8,420$1.87M0.88%-24913F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC8,410$1.87M1.4%-10913F-HRTimeline
ENTREWEALTH, LLC8,392$1.86M1.43%+2,64813F-HRTimeline
Reyes Financial Architecture, Inc.8,379$1.86M1.37%-8,29313F-HRTimeline
Seneca Financial Advisors LLC8,359$1.86M0.9%+1,25813F-HRTimeline
Tandem Financial, LLC8,357$1.86M2.02%new13F-HRTimeline
Base Wealth Management LLC8,344$1.85M1.41%13F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …8,337$1.85M0.24%-16,43713F-HRTimelineGroup
Genesis Wealth Advisors, LLC8,333$1.85M1.5%013F-HRTimeline
SFM, LLC d/b/a Sweeney Financial Adviso…8,317$1.85M1.36%+1,46013F-HRTimeline
Waterford Advisors, LLC8,316$1.85M0.77%-5113F-HRTimeline
Broadway Wealth Solutions, Inc.8,312$1.85M1.35%+1,81013F-HRTimeline
M Wealth Management, LLC8,296$1.84M1.72%013F-HRTimeline
WealthCare Investment Partners, LLC9,511$1.84M0.78%+8713F-HRTimeline
EASTERLY INVESTMENT PARTNERS LLC8,267$1.84M0.15%013F-HRTimeline
Gainplan LLC8,262$1.84M1.2%-7213F-HRTimeline
ACT Advisors, LLC.8,251$1.83M0.99%+28313F-HRTimeline
Motiv8 Investments LLC8,238$1.83M1.21%+8213F-HRTimeline
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT …8,240$1.83M0.24%-6813F-HRTimeline
Code Waechter LLC8,219$1.83M1.5%-15713F-HRTimeline
KDK Private Wealth Management, LLC8,207$1.82M2.08%-40413F-HRTimeline
WPG Advisers, LLC8,204$1.82M1.7%+1,33913F-HRTimeline
Trevian Wealth Management LLC8,161$1.81M1.29%-7913F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…8,159$1.81M0.65%-1,59113F-HRTimeline
Nordwand Advisors, LLC8,157$1.81M0.68%+17213F-HRTimeline
M.E. ALLISON & CO., INC.8,131$1.81M1.79%+30413F-HRTimeline
Paragon Advisors, LLC8,118$1.8M0.68%-56713F-HRTimeline
Cynosure Group, LLC8,115$1.8M0.25%-1,60113F-HRTimeline
Kaufman Rossin Wealth, LLC8,112$1.8M1.29%+3,85013F-HRTimeline
Sageworth Trust Co8,108$1.8M0.11%-23913F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.8,096$1.8M0.95%013F-HRTimeline
Retirement Solution LLC8,092$1.8M0.51%-4,07413F-HR/ATimeline
Quantum Financial Planning Services, In…8,086$1.8M0.98%+1,37513F-HRTimeline
KEELER & NADLER FINANCIAL PLANNING & WE…8,242$1.8M0.81%+113F-HRTimeline
Leicht Financial Planning & Wealth Mana…8,075$1.79M0.94%-20213F-HRTimeline
Gunderson Capital Management LLC8,058$1.79M1.15%+12713F-HRTimeline
Lifestyle Asset Management, Inc.8,050$1.79M0.98%-14513F-HRTimeline
Alaska Wealth Advisors, LLCin group Alaska Permanent Capital Mana…8,049$1.79M0.28%-71213F-HRTimelineGroup
Cobblestone Asset Management LLC8,027$1.78M1.04%+2,08013F-HRTimeline
Miura Global Management, LLC8,000$1.78M2.63%-7,00013F-HRTimeline
DCF Advisers, LLC8,000$1.78M0.95%013F-HRTimeline
Robinswood Financial LLC7,990$1.77M0.66%+70613F-HRTimeline
Legend Financial Advisors, Inc.7,974$1.77M1.3%-813F-HRTimeline
BW Gestao de Investimentos Ltda.7,966$1.77M0.2%013F-HRTimeline
BCM ADVISORS, LLC8,609$1.77M0.4%+1113F-HRTimeline
Horizon Family Wealth, Inc.7,958$1.77M1.18%+5613F-HRTimeline
Hobart Private Capital, LLC7,956$1.77M0.44%+2,13013F-HRTimeline
Wisconsin Wealth Advisors, LLC7,955$1.77M2.54%+12013F-HRTimeline
Impact Investors, Inc7,954$1.77M1.38%-2113F-HRTimeline
INSTRUMENTAL WEALTH, LLC8,411$1.76M1.59%+88613F-HRTimeline
Profit Investment Management, LLC7,921$1.76M1.63%-87013F-HRTimeline
Auour Investments LLC8,268$1.76M0.64%+30713F-HRTimeline
Portman Square Capital LLP7,902$1.76M0.24%new13F-HRTimeline
C M BIDWELL & ASSOCIATES LTD7,901$1.76M1.06%-57313F-HRTimeline
CAPITAL MANAGEMENT ASSOCIATES /NY/7,900$1.75M3.42%-7,05413F-HRTimeline
Strategic Point Investment Advisors, LLC7,891$1.75M0.29%-40713F-HRTimeline
Plum Street Advisors, LLC7,889$1.75M0.84%+30113F-HRTimeline
Alpha DNA Investment Management LLC7,884$1.75M37.82%-20,64613F-HRTimeline
Penney Financial, LLC7,856$1.75M1.15%+213F-HRTimeline
RiverGlades Family Offices LLC7,851$1.74M1.25%-2013F-HRTimeline
Holland Advisory Services, Inc.7,848$1.74M2.64%+213F-HRTimeline
Eliot Finkel Investment Counsel, LLC7,835$1.74M1.18%-513F-HRTimeline
RMR Capital Management, LLC7,832$1.74M1.26%013F-HRTimeline
NOVUS ADVISORS, LLC7,827$1.74M1.75%+11413F-HRTimeline
CMT Capital Markets Trading GmbHin group CMT Capital Markets Trading G…7,824$1.74M0.72%+32413F-HRTimelineGroup
William Howard & Co Financial Advisors …7,817$1.74M1.63%-23213F-HRTimeline
Family Investment Center, Inc.7,812$1.74M0.42%-2,36513F-HRTimeline
Murphy & Mullick Capital Management Corp7,792$1.73M1.68%+3713F-HRTimeline
ATLANTIC FAMILY WEALTH, LLC7,776$1.73M1.59%+1913F-HRTimeline
Wealth Advisors Northwest LLC7,769$1.73M1.09%-78613F-HRTimeline
LOWERY THOMAS, LLC7,751$1.72M1.18%-13113F-HRTimeline
Horrell Capital Management, Inc.7,746$1.72M0.72%-10013F-HRTimeline
Financial Guidance Group, Inc.7,746$1.72M0.93%+1,00613F-HRTimeline

Events

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

    Accepted , ingested