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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
MORRIS FINANCIAL CONCEPTS, INC.7,746$1.72M0.72%-4213F-HRTimeline
Bosman Wealth Management, LLC7,736$1.72M1.75%-24913F-HRTimeline
Promus Capital, LLC7,730$1.72M1.3%+17213F-HR/ATimeline
Omega Financial Group, LLC7,725$1.72M0.66%+80613F-HRTimeline
Nicholas Wealth, LLC.7,704$1.71M1.78%-7,25813F-HR/ATimeline
Donor Advised Charitable Giving, Inc.7,671$1.7M0.05%-50213F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…7,670$1.7M0.33%-3,89613F-HR/ATimelineGroup
ONE WEALTH CAPITAL MANAGEMENT, LLC7,626$1.69M0.91%-2,16513F-HRTimeline
Valtrion Capital Management, LLC7,614$1.69M2.28%+2313F-HRTimeline
CONTINENTAL INVESTORS SERVICES, INC.7,609$1.69M3.36%+54513F-HRTimeline
FreeGulliver LLC7,605$1.69M0.86%-21613F-HRTimeline
Post Resch Tallon Group Inc.7,590$1.68M1.71%-10613F-HRTimeline
New England Capital Financial Advisors …7,563$1.68M0.85%-2313F-HRTimeline
OAKLAND FINANCIAL CORP7,500$1.67M24.63%013F-HRTimeline
Astra Wealth Partners LLC7,497$1.67M1.59%+43013F-HRTimeline
Orgel Wealth Management, LLC7,472$1.66M0.04%-46613F-HRTimeline
PTM WEALTH MANAGEMENT, LLC9,615$1.66M1.74%13F-HRTimeline
Passive Capital Management, LLC.7,459$1.66M0.52%+3,47613F-HRTimeline
HILLTOP WEALTH ADVISORS, LLC7,448$1.65M0.93%+1,66513F-HRTimeline
Ascension Capital Advisors, Inc.7,446$1.65M0.76%-2013F-HRTimeline
Driehaus Capital Management LLC7,415$1.65M0.02%-6,24713F-HRTimeline
SCHWARTZ INVESTMENT COUNSEL INC7,400$1.64M0.06%-20013F-HRTimeline
GGM Financial LLC7,396$1.64M1.12%+6413F-HRTimeline
Mason & Associates, LLC7,386$1.64M0.47%013F-HRTimeline
Goodman Financial Corp7,382$1.64M0.35%-3,03813F-HRTimeline
Rempart Asset Management Inc.7,377$1.64M0.34%-52013F-HRTimeline
Proquility Private Wealth Partners, LLC7,362$1.64M0.5%+25013F-HRTimeline
Ballew Advisors, Inc8,247$1.63M1.1%+30313F-HRTimeline
Verity Asset Management, Inc.7,348$1.63M0.66%-11,69313F-HRTimeline
Cannon Financial Strategists, Inc.7,344$1.63M0.28%-4413F-HRTimeline
Veridan Wealth LLC7,342$1.63M0.74%+1,03413F-HRTimeline
Covestor Ltd7,323$1.63M1.09%+43313F-HRTimeline
Sippican Capital Advisors7,310$1.62M1.22%-12613F-HRTimeline
Asset Allocation Strategies LLC7,305$1.62M0.4%-24313F-HRTimeline
Aufman Associates Inc7,303$1.62M1.12%+9513F-HRTimeline
POINCIANA ADVISORS GROUP, LLC7,296$1.62M1.68%-2,82613F-HRTimeline
Cypress Point Wealth Management, LLC7,293$1.62M0.51%-4013F-HRTimeline
Smith Asset Management Co., LLC7,243$1.61M1.52%+1,67213F-HRTimeline
USA FINANCIAL FORMULAS7,228$1.61M0.27%+75913F-HRTimeline
White Wing Wealth Management8,143$1.6M1.25%+4013F-HRTimeline
True Wealth Design, LLC7,219$1.6M0.61%+11013F-HRTimeline
SWMG, LLC7,656$1.6M0.64%+54513F-HRTimeline
Good Steward Wealth Advisors,LLC7,201$1.6M1.46%13F-HRTimeline
Newport Capital Group, LLC7,182$1.6M1.15%+20013F-HRTimeline
LMR Partners LLPin group LMR Partners LLP7,182$1.6M0.03%+113F-HRTimelineGroup
Hubbell Strickland Wealth Management, L…7,178$1.59M0.75%-3613F-HRTimeline
Unique Wealth Strategies, LLC7,173$1.59M0.72%+52313F-HRTimeline
Stephenson & Company, Inc.7,172$1.59M1.04%+9813F-HRTimeline
SoundView Advisors Inc.7,172$1.59M0.66%013F-HRTimeline
Fortis Advisors, LLC7,157$1.59M1.04%+13413F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC7,150$1.59M0.85%+2,03713F-HRTimeline
Coign Capital Advisors LLC7,137$1.59M1.22%+6313F-HRTimeline
HighMark Wealth Management LLC7,060$1.58M0.94%-10513F-HRTimeline
Cedar Wealth Management, LLC7,130$1.58M0.56%+38513F-HRTimeline
Equita Financial Network, Inc.7,116$1.58M0.55%+2,47113F-HRTimeline
Financial Sense Advisors, Inc.7,101$1.58M0.45%+713F-HRTimeline
Kanen Wealth Management LLC7,100$1.58M0.64%013F-HR/ATimeline
Arcadia Wealth Management, Inc.7,091$1.58M1.23%-11413F-HRTimeline
SHELTON WEALTH MANAGEMENT, LLC7,063$1.57M0.9%+9713F-HRTimeline
SURIENCE PRIVATE WEALTH LLC7,053$1.57M2.73%-11,27413F-HRTimeline
MARSHALL FINANCIAL GROUP INC /ADV7,048$1.57M0.49%+113F-HRTimeline
PRENTISS SMITH & CO INC7,009$1.56M1.01%013F-HRTimeline
BAYSHORE ASSET MANAGEMENT, LLC7,008$1.56M0.78%-16913F-HRTimeline
Stegent Equity Advisors, Inc.7,007$1.56M1.58%-2813F-HRTimeline
Beck Bode, LLC7,006$1.56M0.29%-82513F-HRTimeline
Essential Planning, LLC.7,002$1.56M0.63%-256,26713F-HRTimeline
Jordan Park Group LLC7,000$1.55M0.11%-213F-HRTimeline
Tandem Investment Advisors, Inc.6,989$1.55M0.05%-26313F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC6,985$1.55M1.21%-14713F-HRTimeline
STONE RUN CAPITAL, LLC6,980$1.55M0.65%013F-HRTimeline
Pinnacle Wealth Management, LLC6,980$1.55M1.75%-3,69013F-HRTimeline
Eagle Bluffs Wealth Management LLC6,971$1.55M0.82%-9013F-HRTimeline
Unified Investment Management6,956$1.55M1.83%-1,21113F-HRTimeline
EARNEST PARTNERS LLC6,934$1.54M0.01%-5013F-HRTimeline
D. SCOTT NEAL, INC.6,872$1.53M0.85%+2513F-HRTimeline
IAG Wealth Partners, LLC6,872$1.53M0.24%-413F-HRTimeline
Future Fund LLC6,855$1.52M1.96%new13F-HRTimeline
Sequent Planning LLC6,839$1.52M0.55%-24113F-HRTimeline
Tilson Financial Group, Inc.6,840$1.52M0.6%+38513F-HRTimeline
BOOTHBAY FUND MANAGEMENT, LLC6,835$1.52M0.05%-33,55813F-HRTimeline
Gibson Wealth Advisors LLC6,830$1.52M1.22%+113F-HRTimeline
Squire Investment Management Company, L…6,829$1.52M0.63%+45813F-HRTimeline
First International Bank & Trust6,806$1.51M0.48%+1,40213F-HRTimeline
Cedar Point Capital Partners, LLC6,797$1.51M1.01%-813F-HRTimeline
Andina Capital Management, LLC6,786$1.51M1.07%+4,59113F-HRTimeline
Whalen Wealth Management Inc.6,770$1.5M1%+55013F-HRTimeline
SRH ADVISORS, LLC6,763$1.5M0.46%+113F-HRTimeline
TABR Capital Management, LLC6,742$1.5M1.56%-1,86213F-HRTimeline
POM Investment Strategies, LLC6,736$1.5M1.75%-2,11213F-HRTimeline
Stone House Investment Management, LLC6,729$1.49M0.3%+79313F-HRTimeline
Boulder Wealth Advisors, LLC6,722$1.49M0.87%+21813F-HRTimeline
Braun-Bostich & Associates Inc.6,713$1.49M1.1%-48113F-HRTimeline
Axecap Investments, LLC6,692$1.49M1.26%-25613F-HRTimeline
Biltmore Wealth Management, LLC6,673$1.48M0.63%-7313F-HRTimeline
Binnacle Investments Inc6,662$1.48M1.08%13F-HRTimeline
Verde Capital Management6,661$1.48M0.42%-49113F-HRTimeline
Battery Global Advisors, LLC6,641$1.48M0.82%+313F-HRTimeline
Ipsen Advisor Group LLC6,640$1.47M1.27%+28313F-HRTimeline
Independence Financial Advisors, LLC6,619$1.47M0.56%13F-HRTimeline
Stanich Group LLC6,613$1.47M1.09%-8313F-HRTimeline
Hughes Financial Services, LLC6,581$1.47M0.29%-32713F-HRTimeline
VERUS WEALTH MANAGEMENT, LLC6,601$1.47M1.61%+1813F-HRTimeline
Bayesian Capital Management, LP6,600$1.47M0.24%-14,90013F-HRTimeline
Cornerstone National Bank & Trust Co6,600$1.47M0.66%+1,18313F-HRTimeline
Millington Financial Advisors, LLC7,397$1.47M0.9%+413F-HRTimeline
Meriwether Wealth & Planning, LLC6,584$1.46M0.95%-16613F-HRTimeline
Kure Advisory, LLC6,581$1.46M1.1%13F-HRTimeline
Lutz Financial Services LLC6,557$1.46M0.12%+40613F-HRTimeline
Pollock Investment Advisors, LLC6,548$1.45M1.18%-1,10013F-HRTimeline
Corundum Trust Company, INC6,546$1.45M4.19%-1,19513F-HRTimeline
TI-TRUST, INC6,537$1.45M0.96%013F-HRTimeline
Warburton Capital Management, LLC6,537$1.45M1.05%+1,37013F-HRTimeline
Fulcrum Equity Management6,535$1.45M1.59%+1,02513F-HRTimeline
Wingate Wealth Advisors, Inc.6,528$1.45M1.67%-1,64513F-HRTimeline
Partners in Financial Planning6,527$1.45M0.29%013F-HRTimeline
Plan A Wealth LLC6,502$1.44M1.12%+1,88413F-HRTimeline
BCK CAPITAL MANAGEMENT LP6,500$1.44M1.12%-25813F-HRTimeline
ARK & TLK INVESTMENTS, LLC6,485$1.44M0.51%-24013F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …6,476$1.44M0.29%+34813F-HRTimeline
Lifelong Wealth Advisors, Inc.6,474$1.44M0.67%+3313F-HRTimeline
David Wealth Management LLC6,453$1.43M1.2%-913F-HRTimeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC6,450$1.43M0.49%-38613F-HRTimeline
PFS Partners, LLC6,441$1.43M0.76%-10113F-HRTimeline
Stonekeep Investments, LLC6,432$1.43M1.05%+6113F-HRTimeline
Priebe Wealth Holdings LLC6,423$1.43M0.89%+1,14413F-HRTimeline
Rodgers & Associates, LTD6,414$1.42M0.17%-7713F-HRTimeline
Beacon Harbor Wealth Advisors, Inc.6,407$1.42M0.33%013F-HRTimeline
NORTH POINT PORTFOLIO MANAGERS CORP/OH6,397$1.42M0.25%-413F-HRTimeline
Kilter Group LLC6,391$1.42M0.93%-17413F-HRTimeline
Retirement Investment Advisors, Inc.6,380$1.42M0.14%-3613F-HRTimeline
Hill Investment Group Partners, LLC6,377$1.42M0.19%-6,70613F-HRTimeline
LIGHT STREET CAPITAL MANAGEMENT, LLC6,367$1.41M0.46%-46,48213F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.6,365$1.41M2.14%+5413F-HRTimeline
HORIZON KINETICS ASSET MANAGEMENT LLC6,363$1.41M0.02%-1,64513F-HRTimeline
Altrius Capital Management Inc6,358$1.41M0.34%+7313F-HRTimeline
Cullen Capital Management, LLC6,344$1.41M0.02%013F-HRTimeline
Prospera Capital Management, LLC6,325$1.41M0.91%new13F-HR/ATimeline
Broyhill Asset Management, LLC6,325$1.4M1.14%-14813F-HRTimeline
Independent Family Office, LLC6,324$1.4M0.74%013F-HRTimeline
Stelac Advisory Services LLC6,322$1.4M0.58%-3,33013F-HRTimeline
Highland Financial Advisors, LLC6,321$1.4M0.5%-56313F-HRTimeline
Heritage Wealth Management, Inc./Texas6,295$1.4M0.81%013F-HRTimeline
Hyperion Capital Advisors LP6,293$1.4M0.76%013F-HRTimeline
Fortress Wealth Management, Inc.6,263$1.39M0.72%-6,27713F-HRTimeline
SILVER OAK WEALTH ADVISORS SERVICES, LLC6,249$1.39M1.24%-5313F-HRTimeline
Black Swift Group, LLC6,248$1.39M0.31%-5,00513F-HRTimeline
Slocum, Gordon & Co LLP6,248$1.39M1.03%-1,26013F-HRTimeline
Maltin Wealth Management, Inc.6,245$1.39M0.65%-8513F-HRTimeline
5T Wealth, LLC6,244$1.39M0.79%-50913F-HRTimeline
ADAPT WEALTH ADVISORS, LLC6,227$1.38M0.67%-25413F-HRTimeline
EHRLICH FINANCIAL GROUP6,225$1.38M1.01%+713F-HRTimeline
Quantessence Capital LLC6,225$1.38M0.35%-16,57713F-HRTimeline
Seneschal Advisors, LLC6,222$1.38M1.19%-42213F-HRTimeline
TOBAM6,215$1.38M0.59%-2,29113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Yoffe Investment Management, LLC6,211$1.38M2.03%-113F-HRTimeline
Greenhouse Wealth Management, LLC6,207$1.38M1.03%013F-HRTimeline
PFG Private Wealth Management, LLC6,202$1.38M0.74%-60313F-HRTimeline
Infusive Asset Management Inc.6,200$1.38M0.64%-12,81613F-HRTimeline
Matthew Goff Investment Advisor, LLC6,196$1.38M0.25%-2,24013F-HRTimeline
AMJ Financial Wealth Management6,182$1.37M0.41%+3213F-HRTimeline
Longview Financial Advisors LLC6,180$1.37M0.91%-2113F-HRTimeline
Turim 21 Investimentos Ltda.6,170$1.37M0.37%-3,92113F-HRTimeline
SWS Partners6,165$1.37M0.45%+14313F-HR/ATimeline
Cyrus J. Lawrence, LLC6,163$1.37M5.18%-98,17813F-HRTimeline
Kiker Wealth Management, LLC6,149$1.37M0.93%+2,64713F-HRTimeline
Cooper Capital Advisors LLC6,136$1.36M1.46%-1,98313F-HRTimeline
Silver Lake Advisory, LLC6,127$1.36M0.59%+413F-HRTimeline
Pacific Asset Management, LLC6,120$1.36M1.22%-6313F-HRTimeline
BG Investment Services, LLC6,120$1.36M1.46%+2,71213F-HRTimeline
Prism Advisors, Inc.6,118$1.36M0.42%+40013F-HRTimeline
Advanced Portfolio Management, LLC6,116$1.36M2.74%-7,69913F-HRTimeline
Donald L. Hagan, LLC6,112$1.36M0.71%013F-HRTimeline
SIGNAL TREE FINANCIAL PARTNERS LLC6,105$1.36M1.36%-66413F-HRTimeline
Grove Street Fiduciary, LLC6,100$1.35M0.69%+1,41213F-HRTimeline
Mokosak Advisory Group, LLC6,079$1.35M0.42%+513F-HRTimeline
Providence First Trust Co6,078$1.35M0.55%+43413F-HRTimeline
Lesa Sroufe & Co6,061$1.35M1.34%13F-HRTimeline
ASSET PLANNING CORPORATION6,057$1.35M0.79%-29213F-HRTimeline
Pitti Group Wealth Management, LLC6,057$1.35M1.38%+4813F-HRTimeline
Aull & Monroe Investment Management Corp6,056$1.35M0.67%-2213F-HRTimeline
Wakefield Asset Management LLLPin group Wakefield Asset Management LL…6,037$1.34M0.41%new13F-HRTimelineGroup
ZynergyRetirementPlanningLLC5,346$1.34M0.95%+61213F-HRTimeline
PRESILIUM PRIVATE WEALTH, LLC6,017$1.34M0.3%-18713F-HRTimeline
McNamara Financial Services, Inc.6,002$1.33M0.29%+1,67313F-HRTimeline
Mork Capital Management, LLC6,000$1.33M1.04%013F-HRTimeline
Wealth Management Nebraskain group Wealth Management Nebraska5,999$1.33M0.2%+96213F-HRTimelineGroup
Baron Financial Group, LLC5,993$1.33M0.84%-90813F-HRTimeline
Prepared Retirement Institute LLC5,993$1.33M0.85%+32513F-HRTimeline
Balance Wealth Partners LLC5,984$1.33M0.86%13F-HRTimeline
SUMMIT INVESTMENT ADVISORS, INC.6,677$1.33M1.18%-21013F-HRTimeline
Hiley Hunt Wealth Management5,922$1.32M0.72%-11913F-HRTimeline
AWM CAPITAL, LLC5,937$1.32M0.15%+49713F-HRTimeline
Alpha Zero LLC5,926$1.32M1%-1,98313F-HRTimeline
Saudi Central Bank5,917$1.31M6.96%new13F-HRTimeline
HC Advisors, LLC5,903$1.31M0.98%-1713F-HRTimeline
Tepp RIA, LLC5,869$1.3M1.77%-46913F-HRTimeline
Elite Life Management LLC5,855$1.3M4.06%+6713F-HRTimeline
Delta Wealth Advisors LLC5,850$1.3M1.18%-73213F-HRTimeline
Joule Financial, LLC5,850$1.3M0.46%+2,50713F-HRTimeline
Alternative Investment Advisors, LLC.5,847$1.3M0.69%-58013F-HRTimeline

Events

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

    Accepted , ingested