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Disclosery

AAPL APPLE INC

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COM (common), issuer CIK 320193

6,053 managers (6,133 13F filers) reported a position in AAPL shares at 2025-12-31, 9,608,029,494 shares in all. 94 filers opened a position and 97 filers sold out during the quarter.

Managers
6,053
13F filers
6,133
New
94
Added
2,088
Reduced
2,980
Sold out
97
Shares held by filers
9,608,029,494

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Aegis Wealth Management LLC11,454$3.11M1.76%-3,22113F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC11,450$3.11M0.48%-10513F-HRTimeline
Integrated Capital Management, LLC11,445$3.11M1.34%-14813F-HRTimeline
Nicholas Wealth, LLC.11,436$3.11M2.1%+2,20213F-HR/ATimeline
Stonebridge Financial Planning Group, L…11,430$3.11M1.12%-8513F-HRTimeline
TCP Asset Management, LLC11,427$3.11M0.52%+1,79713F-HRTimeline
DecisionPoint Financial, LLC11,420$3.1M0.68%+41813F-HRTimeline
THREADGILL FINANCIAL, LLC11,411$3.1M1.28%+1013F-HRTimeline
Lumbard & Kellner, LLC11,409$3.1M1.09%-99213F-HRTimeline
Darwin Wealth Management, LLC11,400$3.1M0.96%-46813F-HRTimeline
Maltin Wealth Management, Inc.11,398$3.1M1.23%+3613F-HRTimeline
Womack Financial LLC11,382$3.09M2.28%-1113F-HRTimeline
Cornerstone National Bank & Trust Co11,367$3.09M1.23%+18113F-HRTimeline
Monte Financial Group, LLC11,366$3.09M1.15%-61213F-HRTimeline
Cogent Private Wealth, Inc.11,309$3.07M2.34%13F-HRTimeline
Thoma Capital Management LLC11,291$3.07M1.77%-68713F-HRTimeline
Glass Jacobson Investment Advisors llc11,278$3.07M1.1%-72513F-HRTimeline
TrueWealth Advisors, LLC11,277$3.07M0.79%-4213F-HRTimeline
Keener Financial Planning LLC11,276$3.06M1.32%+3,18713F-HRTimeline
Richwood Investment Advisors, LLC11,009$3.06M2.2%-82513F-HRTimeline
Global Wealth Strategies & Associates11,260$3.06M0.76%-14713F-HRTimeline
Qsemble Capital Management, LP11,253$3.06M0.25%new13F-HRTimeline
Tower Wealth Partners, Inc.11,249$3.06M1.68%+14213F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC11,248$3.06M2.55%-1713F-HRTimeline
Hartmann Taylor Wealth Management, LLC11,241$3.06M2.06%-3813F-HRTimeline
Burns Matteson Capital Management, LLC11,208$3.05M1.22%+95213F-HRTimeline
Frazier Financial Advisors, LLC11,194$3.04M1.8%-1,04313F-HRTimeline
Bright Futures Wealth Management, LLC.11,186$3.04M2.25%+6313F-HRTimeline
GRACE & WHITE INC /NY11,179$3.04M0.54%-1,00013F-HRTimeline
CDKV HOLDINGS LLC11,149$3.03M2.54%13F-HRTimeline
Innova Wealth Partners11,144$3.03M1.53%-2613F-HRTimeline
Second Half Financial Partners, LLC11,138$3.03M1.34%+1613F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC11,116$3.02M0.3%+1,48013F-HRTimeline
NDVR, Inc.11,113$3.02M2.51%+3113F-HRTimeline
STEPH & CO11,104$3.02M0.87%-49613F-HRTimeline
BETO FINANCIAL GROUP, LLC11,178$3.02M2.04%13F-HRTimeline
New Perspectives, Inc11,100$3.02M1.05%013F-HRTimeline
Hickory Point Bank & Trust11,092$3.02M2.19%-4813F-HRTimeline
ETF Portfolio Partners, Inc.11,087$3.01M0.78%013F-HRTimeline
SFG Wealth Management, LLC.11,078$3.01M1.18%+26113F-HRTimeline
EDENTREE ASSET MANAGEMENT Ltd11,078$3.01M0.92%013F-HRTimeline
Blossom Wealth Management11,064$3.01M4.97%-6113F-HRTimeline
Trinity Wealth Management, LLC11,063$3.01M1.11%+75413F-HRTimeline
INTREPID CAPITAL MANAGEMENT INC11,062$3.01M1.16%-6113F-HRTimeline
Thompson David Blair11,061$3.01M1.72%13F-HRTimeline
Precision Wealth Strategies, LLC11,061$3.01M0.97%-37313F-HRTimeline
WAYSTONE ADVISORS LLC11,047$3M2.58%13F-HRTimeline
Audent Global Asset Management, LLC11,042$3M1.9%-1,40713F-HRTimeline
Sollinda Capital Management LLC11,024$3M0.77%+14013F-HRTimeline
Sharper & Granite LLC11,021$3M1.06%-22113F-HRTimeline
Wealth Science Advisors LLC11,021$3M1.73%13F-HRTimeline
Signature Wealth Management Group11,015$2.99M1.22%+35213F-HRTimeline
Sassicaia Capital Advisers LLC11,000$2.99M6.55%+6,90013F-HRTimeline
McLaughlin Asset Management, Inc.10,999$2.99M2.68%13F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC10,997$2.99M2.04%+82013F-HRTimeline
Atala Financial Inc10,996$2.99M1.91%-2,03113F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC10,953$2.99M0.84%+2,09513F-HRTimeline
Legend Financial Advisors, Inc.10,972$2.98M1.81%-20413F-HRTimeline
ShankerValleau Wealth Advisors, Inc.10,958$2.98M0.81%+14813F-HRTimeline
VSM Wealth Advisory, LLC10,948$2.98M0.89%+10,86213F-HRTimeline
Nicholson Wealth Management Group, LLC10,932$2.97M1.74%-27313F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.10,929$2.97M0.62%-4313F-HRTimeline
Cohen Capital Management, Inc.10,922$2.97M0.45%013F-HRTimeline
Pinnacle Financial Group, LLC / IL10,922$2.97M0.86%+69513F-HRTimeline
BUILDER INVESTMENT GROUP INC /ADV10,921$2.97M0.64%-30213F-HRTimeline
Leonard Rickey Investment Advisors P.L.…10,921$2.97M0.54%+16013F-HRTimeline
Lighthouse Financial LLC10,921$2.97M1.94%+13913F-HRTimeline
R. W. Roge & Company, Inc.10,918$2.97M1.47%+70313F-HRTimeline
Lanham O'Dell & Company, Inc.17,454$2.97M0.85%+12,75413F-HRTimeline
Cardinal Strategic Wealth Guidance10,915$2.97M0.78%-1,29713F-HRTimeline
BDFS Capital LLC10,914$2.97M1.5%13F-HRTimeline
PARK CIRCLE Co10,900$2.96M2.67%013F-HRTimeline
Powers Advisory Group, LLC10,896$2.96M1.12%+1113F-HRTimeline
HF Advisory Group, LLC10,891$2.96M1.03%-31013F-HR/ATimeline
Cedar Wealth Management, LLC10,857$2.95M0.88%+75013F-HRTimeline
INTEGRITY WEALTH ADVISORS, INC.10,839$2.95M2.07%-9,55313F-HRTimeline
Compass Wealth Management LLC10,836$2.95M0.73%-23213F-HRTimeline
MFA Wealth Services10,833$2.95M1.99%-53013F-HRTimeline
MH & ASSOCIATES SECURITIES MANAGEMENT C…10,825$2.94M2.4%13F-HRTimeline
Gordian Advisors LLC10,820$2.94M1.95%+113F-HRTimeline
Bellwether Advisors, LLC10,810$2.94M0.47%new13F-HRTimeline
Miller Capital Partners, Inc.10,807$2.94M1.5%13F-HRTimeline
Live Oak Investment Partners10,788$2.93M1.8%-1,01913F-HRTimeline
WealthCare Investment Partners, LLC10,818$2.93M0.85%-50813F-HRTimeline
Roth Financial Partners LLC10,765$2.93M0.97%013F-HRTimeline
LiftPoint Family Wealth Advisors LLC10,801$2.93M2.5%13F-HRTimeline
Echo Wealth Management, LLC10,753$2.92M1.71%-58613F-HRTimeline
Bravera Wealth10,740$2.92M1.46%13F-HRTimeline
Pursuit Wealth Management LLC10,711$2.91M2.5%13F-HRTimeline
WEDGEWOOD INVESTORS INC /PA/10,707$2.91M3.32%-44013F-HRTimeline
Vantus Wealth LLC10,690$2.91M2.14%13F-HRTimeline
Prasad Wealth Partners, LLC10,685$2.9M0.78%+92413F-HRTimeline
Advus Financial Partners, LLC10,681$2.9M1.04%+80013F-HR/ATimeline
4WEALTH ADVISORS, INC.10,671$2.9M2.51%-92213F-HRTimeline
Legacy Financial Group LLC10,480$2.9M0.36%-2713F-HRTimeline
SSI INVESTMENT MANAGEMENT LLC10,656$2.9M0.2%013F-HRTimeline
North Forty Two & Co.10,633$2.89M2.73%-18513F-HRTimeline
Tudor Financial Inc.10,630$2.89M1.48%+16613F-HRTimeline
Causey Wealth LLC10,630$2.89M1.31%+98813F-HRTimeline
Conrad Siegel Investment Advisors, Inc.10,629$2.89M0.55%+22313F-HRTimeline
Sun Financial Inc10,605$2.88M1.61%13F-HRTimeline
Sequent Planning LLC10,573$2.87M0.73%-27813F-HRTimeline
BlueSky Wealth Advisors, LLC10,567$2.87M0.38%-4313F-HRTimeline
ALLEN WEALTH MANAGEMENT, LLC10,559$2.87M1.73%+19013F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.10,553$2.87M0.62%+83113F-HRTimeline
MMA ASSET MANAGEMENT LLC10,545$2.87M1.02%-1,86713F-HRTimeline
Southern Financial Group, LLC10,539$2.87M0.82%13F-HRTimeline
Financial Freedom, LLC10,536$2.86M1.42%-54313F-HRTimeline
Michael J. Porro & Co. Financial Adviso…10,530$2.86M2.4%13F-HRTimeline
17 CAPITAL PARTNERS, LLC10,511$2.86M1.49%+2,03713F-HRTimeline
REBALANCE, LLC10,491$2.85M0.17%+41813F-HRTimeline
Petersen Hastings Wealth Advisors Inc.10,465$2.85M0.27%13F-HRTimeline
Cassia Capital Partners, LLC10,463$2.84M1.54%-17113F-HRTimeline
Sprinkle Financial Consultants LLC10,436$2.84M1.44%-4513F-HRTimeline
A. D. Beadell Investment Counsel, Inc.10,437$2.84M1.84%013F-HRTimeline
PRUDENT INVESTORS NETWORK, INC.10,427$2.83M0.65%-16713F-HRTimeline
Councilor Wealth, LLC10,425$2.83M1.34%-26313F-HRTimeline
Bucket List Wealth Management, LLC10,409$2.83M1.69%13F-HRTimeline
SkyView Investment Advisors, LLC10,404$2.83M0.36%-20113F-HRTimeline
Nan Shan Life Insurance Co., Ltd.10,396$2.83M0.09%-614,07713F-HRTimeline
Madrid Wealth Management, LLC10,395$2.83M2.29%13F-HRTimeline
OLIO Financial Planning10,367$2.82M0.79%+2,08713F-HRTimeline
Smart Money Group LLC10,363$2.82M0.82%+5013F-HRTimeline
BLALOCK WILLIAMS, LLC10,362$2.82M2.25%+29513F-HRTimeline
Vawter Financial, Ltd.10,348$2.81M1.19%-45313F-HR/ATimeline
Prosperity Planning, Inc.10,334$2.81M0.73%-1513F-HRTimeline
Ariadne Wealth Management, LP10,693$2.8M1.16%-22113F-HRTimeline
Pavion Blue Capital, LLC10,287$2.8M1.16%-513F-HRTimeline
ForthRight Wealth Management, LLC10,263$2.79M0.8%-33313F-HRTimeline
Altar Rock LLC10,246$2.79M3.34%13F-HRTimeline
Smart Portfolios, LLC10,240$2.78M2.77%-10913F-HRTimeline
Briaud Financial Planning Inc10,239$2.78M0.69%+32513F-HRTimeline
Shakespeare Wealth Management, LLC10,234$2.78M0.61%+21713F-HRTimeline
PCG Wealth Advisors, LLC10,233$2.78M0.79%-3513F-HRTimeline
Gen-Wealth Partners Inc10,227$2.78M0.89%-52513F-HRTimeline
Pilgrim Partners Asia Pte Ltd10,225$2.78M1.34%-20113F-HRTimeline
Dogwood Wealth Management LLC10,218$2.78M1.22%-2,53313F-HRTimeline
KDK Private Wealth Management, LLC10,210$2.78M2.42%+2,12313F-HR/ATimeline
Sage Capital Management, LLC10,201$2.77M1.28%-3,31513F-HRTimeline
Altiora Financial Group, LLC10,201$2.77M0.48%-43613F-HRTimeline
Newton One Investments LLC10,194$2.77M0.82%+22013F-HRTimeline
GUIDANCE CAPITAL, INC11,146$2.77M0.68%+5,51113F-HRTimeline
Hamrick Investment Counsel, llc10,130$2.75M2.05%13F-HRTimeline
FULCRUM WEALTH ADVISORS, LLC10,127$2.75M2.27%13F-HRTimeline
Clarity Capital Advisors, LLC10,116$2.75M1.37%-93913F-HRTimeline
John Boyer, Inc.10,118$2.75M2.8%-18813F-HRTimeline
Kaydan Wealth Management, Inc.10,110$2.75M0.8%-3313F-HRTimeline
Vermillion Wealth Management, Inc.10,109$2.75M1.13%+46313F-HRTimeline
AMI INVESTMENT MANAGEMENT INC10,106$2.75M0.62%013F-HRTimeline
Woodward Financial Advisors, Inc.10,102$2.75M1.03%013F-HRTimeline
Lake Hills Wealth Management, LLC10,100$2.75M1.43%-10213F-HRTimeline
Napean Trading & Investment Co (Singapo…10,100$2.75M0.53%013F-HRTimeline
Driehaus Capital Management LLC10,098$2.75M0.02%+1,88813F-HRTimeline
Dala Group, LLC10,095$2.74M2.38%13F-HRTimeline
Presidio Capital Management, LLC10,079$2.74M0.82%+84113F-HRTimeline
Plan A Wealth LLC10,058$2.73M1.34%+11013F-HRTimeline
Pinnacle Wealth Management, LLC10,058$2.73M1.84%-22013F-HRTimeline
Baring Financial LLC10,054$2.73M1.66%-513F-HRTimeline
Paradigm Capital Management, LLC/NV10,054$2.73M2.54%+813F-HRTimeline
LIGHT STREET CAPITAL MANAGEMENT, LLC10,039$2.73M0.42%-62813F-HRTimeline
FinArc Investments, Inc.10,037$2.73M2.44%13F-HRTimeline
Reyes Financial Architecture, Inc.10,021$2.72M1.66%+12313F-HRTimeline
Daytona Street Capital LLC10,015$2.72M2.12%13F-HRTimeline
HFG Wealth Management, LLC10,007$2.72M1.5%+1013F-HRTimeline
Maytus Capital Management, LLC10,000$2.72M0.64%-41,21013F-HRTimeline
SCP Investment, LP10,000$2.72M2.22%013F-HRTimeline
Williams & Novak Wealth Management, LLC9,997$2.72M2.05%+29413F-HRTimeline
TWO SIGMA SECURITIES, LLC9,997$2.72M0.37%new13F-HRTimeline
Ipsen Advisor Group LLC9,965$2.71M1.93%-86713F-HRTimeline
MEMBERS WEALTH LLC10,601$2.71M1.7%-37313F-HRTimeline
Tandem Investment Partners LLC9,957$2.71M2.28%-1,20913F-HRTimeline
Financial Harvest, LLC9,948$2.7M1.67%+29313F-HRTimeline
Hara Capital LLC9,936$2.7M1.5%013F-HRTimeline
Franklin, Parlapiano, Turner & Welch, L…10,568$2.7M0.67%013F-HRTimeline
Bravias Capital Group, LLC9,924$2.7M1.63%+42813F-HRTimeline
HT Partners LLC9,919$2.7M0.8%+8213F-HRTimeline
RIK SAYLOR FINANCIAL, INC.9,916$2.7M1.98%-21113F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK9,909$2.69M0.36%-6,45013F-HRTimelineGroup
Disciplined Investments, LLC9,902$2.69M1.03%+72713F-HRTimeline
Walsky Investment Management, Inc.9,886$2.69M2.74%13F-HRTimeline
Oakwell Private Wealth Management, LLC9,881$2.69M0.5%+1613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Financial Network Wealth Advisors LLC9,863$2.68M2.79%+3613F-HRTimeline
VISTA INVESTMENT MANAGEMENT9,863$2.68M0.89%-12813F-HRTimeline
TEALWOOD ASSET MANAGEMENT INC9,833$2.67M1.2%-3,75013F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC9,815$2.67M1.32%-1713F-HRTimeline
INSTRUMENTAL WEALTH, LLC9,770$2.67M1.6%+52413F-HRTimeline
Benson Wealth Management INC9,797$2.66M2.97%13F-HRTimeline
Forefront Wealth Partners, LLC9,796$2.66M1.26%-62213F-HRTimeline
Aspen Wealth Strategies, LLC9,794$2.66M1.46%-17913F-HRTimeline
FORTE ASSET MANAGEMENT LLC9,778$2.66M1.21%+14513F-HRTimeline
ACCESS FINANCIAL SERVICES, INC.9,766$2.66M0.97%-57413F-HRTimeline
Peak Wealth Management LLC9,764$2.65M2.22%13F-HRTimeline
Presper Financial Architects, LLC9,760$2.65M1.5%-95413F-HRTimeline
Insight Wealth Partners, LLC9,746$2.65M1.1%-34613F-HRTimeline
Boyce & Associates Wealth Consulting, I…9,744$2.65M2.22%-19,00613F-HRTimeline
Wilkins Miller Wealth Management, LLC9,736$2.65M1.58%-33913F-HRTimeline
O'Neil Global Advisors, Inc.9,730$2.65M0.91%new13F-HRTimeline
RENASANT BANK9,709$2.64M1.79%-2,03913F-HRTimeline
Landmark Wealth Management, LLC9,682$2.63M1.01%-52813F-HRTimeline
Rezny Wealth Management, Inc.9,670$2.63M0.53%-4113F-HRTimeline

Events

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

    Accepted , ingested