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Disclosery

AAPL APPLE INC

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COM (common), issuer CIK 320193

5,532 managers (5,601 13F filers) reported a position in AAPL shares at 2025-06-30, 9,476,026,224 shares in all. 113 filers opened a position and 121 filers sold out during the quarter.

Managers
5,532
13F filers
5,601
New
113
Added
2,210
Reduced
2,887
Sold out
121
Shares held by filers
9,476,026,224

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Sarver Vrooman Wealth Advisors2,641$542K0.36%+1,40013F-HRTimeline
Twele Capital Management, Inc.2,640$542K0.11%-19913F-HRTimeline
James Hambro & Partners LLP2,633$540K0.02%-2,07113F-HRTimeline
Berkeley, Inc2,631$540K0.19%-1213F-HRTimeline
Parkworth Wealth Management, Inc.2,630$540K0.39%-51913F-HRTimeline
Avalon Advisory Group2,628$539K0.23%+613F-HRTimeline
Core Wealth Management, Inc.2,611$536K0.19%-34613F-HRTimeline
DMKC Advisory Services, LLC2,544$534K0.28%+98813F-HRTimeline
Hoese & Co LLP2,602$534K0.43%013F-HRTimeline
Trademark Financial Management, LLC2,601$534K0.33%+78513F-HRTimeline
KMT WEALTH MANAGEMENT, LLC2,599$533K0.31%013F-HRTimeline
BEDDOW CAPITAL MANAGEMENT INC2,597$533K0.21%+4713F-HRTimeline
Two West Capital Advisors LLC2,484$531K0.35%+13313F-HRTimeline
Fee-Only Financial Planning, L.C.2,582$530K0.33%+1,42113F-HRTimeline
Martin Capital Partners, LLC2,580$529K0.21%+83613F-HRTimeline
TOBAM2,573$528K0.21%-3,64213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Envision Financial LLC2,573$528K0.35%+25713F-HRTimeline
Parkwoods Wealth Partners, LLC2,567$527K0.3%+86113F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC2,562$526K0.26%+19413F-HRTimeline
Bestgate Wealth Advisors, LLC2,357$524K1.09%013F-HRTimeline
CAPITAL WEALTH MANAGEMENT, LLC2,542$521K0.19%-1013F-HRTimeline
Beacon Financial Strategies CORP2,518$517K0.32%-43913F-HRTimeline
COERENTE CAPITAL MANAGEMENT2,510$515K0.09%-30013F-HRTimeline
Vestment Financial LLC2,436$514K0.33%-10013F-HRTimeline
Knott David M Jr2,494$512K0.23%013F-HRTimeline
Erickson Financial Group, LLC2,490$511K0.35%-7613F-HRTimeline
Ridgewood Investments LLC2,488$510K0.22%-1013F-HRTimeline
PACK Private Wealth, LLC2,485$510K0.27%-12513F-HRTimeline
Laurel Wealth Planning LLC2,485$510K0.29%-2813F-HRTimeline
SPG ADVISORS LLC2,485$510K6.11%13F-HRTimeline
Kings Path Partners LLC2,480$509K0.2%+1,00013F-HRTimeline
Leith Wheeler Investment Counsel Ltd.2,477$508K0.04%-96113F-HR/ATimeline
Strategic Equity Management2,466$506K0.19%-1,36613F-HRTimeline
Shearwater Capital LLC2,465$506K0.32%013F-HRTimeline
BLUESTEM FINANCIAL ADVISORS, LLC2,447$502K0.22%-41113F-HRTimeline
Bulwark Capital Corp2,443$501K0.42%13F-HRTimeline
Luminvest Wealth Management LLC2,414$498K0.18%-57113F-HRTimeline
Watchman Group, Inc.2,424$497K0.13%+3713F-HRTimeline
FAIRHOLME CAPITAL MANAGEMENT LLCin group FAIRHOLME CAPITAL MANAGEMENT …2,400$495K0.04%013F-HRTimelineGroup
INVESTMENT MANAGEMENT CORP /VA/ /ADV2,407$494K0.45%+3613F-HRTimeline
SEMITAM BONAM LLC2,386$490K0.46%13F-HRTimeline
RICE HALL JAMES & ASSOCIATES, LLC2,385$489K0.03%013F-HRTimeline
Randolph Co Inc2,379$488K0.05%+1413F-HRTimeline
CROBAN2,365$485K0.41%-2,45013F-HRTimeline
Diversified Investment Strategies, LLC2,360$484K0.33%-17513F-HRTimeline
MAS Advisors LLC2,359$484K0.79%-25313F-HRTimeline
WEYBOSSET RESEARCH & MANAGEMENT LLC2,358$484K0.17%-14013F-HRTimeline
MORTON COMMUNITY BANK2,351$482K0.12%013F-HRTimeline
Wela Strategies, Inc.2,331$478K0.19%-3113F-HRTimeline
VERITY Wealth Advisors2,318$476K0.32%013F-HRTimeline
DISCIPLINED GROWTH INVESTORS INC /MN2,312$474K0.01%+98013F-HRTimeline
TrueWealth Financial Partners2,312$474K0.26%+13613F-HRTimeline
Jordan Park Trust Co LLC2,302$472K0.44%-1513F-HRTimeline
BCR Wealth Strategies, LLC2,296$471K0.18%-57613F-HRTimeline
Balanced Rock Investment Advisors LLC2,293$470K0.37%+14113F-HRTimeline
Perissos Private Wealth Management, LLC2,285$469K0.37%-22813F-HRTimeline
Valpey Financial Services, LLC2,281$468K0.32%13F-HRTimeline
AdvisorShares Investments LLC2,275$467K0.08%+27513F-HRTimeline
Lauer Wealth, LLC2,053$466K0.39%-36813F-HRTimeline
Beaumont Asset Management, L.L.C.2,266$465K0.25%013F-HRTimeline
Ridgeline Wealth, LLC2,265$465K0.38%-29313F-HRTimeline
COREPATH WEALTH PARTNERS LLC2,160$461K0.39%+1713F-HRTimeline
Inlight Wealth Management, LLC2,247$461K0.24%-413F-HRTimeline
LOUISBOURG INVESTMENTS INC.2,640$459K0.11%013F-HRTimeline
Curat Global, LLC14,168$456K0.44%+12,22413F-HR/ATimeline
Bay Harbor Wealth Management, LLC2,222$456K0.13%+29513F-HRTimeline
F&V Capital Management, LLC2,215$454K0.12%013F-HRTimeline
PETERSON WEALTH MANAGEMENT2,211$454K0.27%-8,15513F-HRTimeline
Retirement Wealth Solutions LLC2,201$452K0.33%+7813F-HRTimeline
Pembroke Management, LTD2,198$451K0.05%+1,28213F-HRTimeline
CONSCIOUS WEALTH INVESTMENTS, LLC2,128$450K0.29%013F-HRTimeline
swisspartners Advisors Ltd2,188$448K0.42%013F-HRTimeline
Financial Architects, LLC2,185$448K0.27%-13013F-HRTimeline
BROOKTREE CAPITAL MANAGEMENT2,175$446K0.29%-97813F-HRTimeline
READYSTATE ASSET MANAGEMENT LP2,167$445K0.02%-7,75313F-HRTimeline
Dundas Partners LLP1,912$444K0.03%-120,31013F-HRTimeline
Elevation Capital Advisory, LLC2,166$444K0.18%new13F-HRTimeline
DAHRING | CUSMANO LLC2,163$444K0.35%+813F-HRTimeline
Ridgeline Wealth Planning, LLC2,160$443K0.36%+33113F-HRTimeline
Arlington Capital Management, Inc.2,151$441K0.38%-5213F-HRTimeline
Cadence Wealth Management LLC2,146$440K0.29%-9213F-HRTimeline
Green Alpha Advisors, LLC2,141$439K0.42%-16913F-HRTimeline
Atlantic Private Wealth, LLC2,140$439K0.29%-9913F-HRTimeline
Beacon Capital Management, Inc.2,128$437K0.02%013F-HRTimeline
NorthLanding Financial Partners, LLC2,126$436K0.39%+213F-HRTimeline
NFC Investments, LLC2,101$431K0.12%+113F-HRTimeline
Credit Capital Investments LLC2,100$431K0.6%new13F-HRTimeline
Stack Financial Management, Inc2,096$430K0.04%-4513F-HRTimeline
New Harbor Financial Group, LLC2,052$421K0.1%-2513F-HRTimeline
THEORY FINANCIAL LLC2,023$420K0.16%-813F-HRTimeline
Leverty Financial Group, LLC2,036$418K0.12%-10513F-HRTimeline
American Investment Services, Inc.2,029$416K0.11%-52,38013F-HRTimeline
Aspect Partners, LLC2,024$415K0.2%+1413F-HRTimeline
Horizon Advisory Services, Inc.2,023$415K0.22%013F-HRTimeline
Left Brain Wealth Management, LLC2,006$412K0.15%-82013F-HRTimeline
Standard Family Office LLC1,996$410K0.48%013F-HRTimeline
Strategent Financial, LLC1,995$409K0.32%013F-HRTimeline
Marmo Financial Group, LLC1,977$406K0.2%+5813F-HRTimeline
Intrinsic Value Partners, LLC1,966$403K0.36%-3713F-HRTimeline
Columbia River Financial Group, LLC1,983$403K0.26%+2513F-HRTimeline
Sugar Maple Asset Management, LLC1,957$401K0.31%-2313F-HRTimeline
October Effect Ltd1,955$401K0.48%13F-HRTimeline
William B. Walkup & Associates, Inc.1,953$401K0.24%013F-HRTimeline
PVG ASSET MANAGEMENT CORP1,933$397K1.35%-57313F-HRTimeline
KICKSTAND VENTURES, LLC.1,933$397K0.09%-74713F-HRTimeline
Aerodigm Wealth, LLC1,928$396K0.19%-15,72113F-HRTimeline
Dean, Jacobson Financial Services, LLC1,921$394K0.3%+5013F-HRTimeline
Prescott Group Capital Management, L.L.…1,908$391K0.05%+68113F-HRTimeline
George Kaiser Family Foundation1,908$391K0.06%+68113F-HRTimeline
Triune Financial Partners, LLC1,903$390K0.11%-4713F-HRTimeline
Westend Capital Management, LLC1,902$390K0.12%-67,63713F-HRTimeline
RWQ Financial Management Services, Inc.1,901$390K0.16%new13F-HRTimeline
SIH Partners, LLLPin group SIH Partners, LLLP1,898$389K0.04%new13F-HRTimelineGroup
FINANCIAL LIFE ADVISORS1,895$389K0.13%-9713F-HRTimeline
CONTINUUM WEALTH ADVISORS, LLC1,886$387K0.19%013F-HRTimeline
TWIN CITY PRIVATE WEALTH, LLC1,885$387K0.32%-16413F-HRTimeline
IFS Advisors, LLC1,876$385K0.29%-10013F-HRTimeline
Kathleen S. Wright Associates Inc.1,871$384K0.15%-12913F-HRTimeline
Moody Aldrich Partners LLC1,837$377K0.07%013F-HRTimeline
FINANCIAL COUNSELORS INC1,836$377K0.53%-1,402,30013F-HRTimeline
IRONWOOD INVESTMENT MANAGEMENT LLC1,836$377K0.18%013F-HRTimeline
Ewing Morris & Co. Investment Partners …1,833$376K0.17%+35313F-HRTimeline
FLP Wealth Management, LLC1,825$374K1.05%+213F-HRTimeline
Lee, Kelleher & Klein Wealth Management1,824$374K0.25%+53913F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC1,819$373K1.77%-15,99013F-HRTimeline
BANNERMAN WEALTH MANAGEMENT GROUP, LLC1,816$373K0.29%+47213F-HRTimeline
Hassell Wealth Management, LLC1,730$370K0.14%-43013F-HRTimeline
LOUNTZIS ASSET MANAGEMENT, LLC1,802$370K0.13%013F-HRTimeline
Clayton Financial Group LLC1,795$368K0.44%-34,32213F-HRTimeline
SigFig Wealth Management, LLC1,830$368K0.01%+5013F-HRTimeline
Crown Oak Advisors, LLC1,785$366K0.17%-19513F-HRTimeline
BancFirst Trust & Investment Management1,797$361K0.17%013F-HRTimeline
Randall & Associates Wealth Management1,761$361K0.28%+22813F-HRTimeline
AF Advisors, Inc.1,754$360K0.12%-1513F-HRTimeline
DORVAL Corp1,739$357K0.13%013F-HRTimeline
Livelsberger Financial Advisory1,734$356K6.89%+213F-HRTimeline
ArborFi Advisors, LLC1,722$353K0.31%-2513F-HRTimeline
Marathon Strategic Advisors, LLC1,713$351K0.33%+2713F-HRTimeline
Rochester Wealth Strategies, LLC1,708$351K0.25%+4613F-HRTimeline
JACOBSON & SCHMITT ADVISORS, LLC1,707$350K0.06%new13F-HRTimeline
Deane Retirement Strategies, Inc.1,704$350K0.16%013F-HRTimeline
Yardley Wealth Management LLC1,701$349K0.19%013F-HRTimeline
Orcam Financial Group1,677$344K0.3%013F-HRTimeline
Advantage Trust Co1,675$344K0.17%013F-HRTimeline
SCHOLTZ & COMPANY, LLC1,666$342K0.15%-15413F-HRTimeline
Arbor Wealth Advisors LLC1,657$340K0.28%013F-HRTimeline
Buska Wealth Management, LLC1,647$338K0.09%-1713F-HRTimeline
Schiavi & Co LLC1,644$337K0.11%-7113F-HRTimeline
Castellan Group1,642$337K0.06%013F-HR/ATimeline
CULTIVAR CAPITAL, INC.1,638$336K0.24%013F-HRTimeline
FSA WEALTH PARTNERS, INC.1,632$335K0.16%-52413F-HRTimeline
Axiom Financial Strategies, LLC1,628$334K0.19%-1,58213F-HRTimeline
GLOBAL VALUE INVESTMENT CORP.1,624$333K0.48%-9913F-HRTimeline
KLEIN PAVLIS & PEASLEY FINANCIAL, INC.1,621$333K0.22%-2,63013F-HRTimeline
Bear Mountain Capital, Inc.1,570$332K0.12%-9413F-HRTimeline
Kagan Cocozza Asset Management1,609$330K0.25%+7513F-HRTimeline
Accordant Advisory Group Inc1,604$329K0.25%013F-HRTimeline
WINNACLE WEALTH LLC1,604$329K0.25%+1,00013F-HRTimeline
Citadel Investment Advisory, Inc.1,600$328K0.16%013F-HRTimeline
Wise Wealth Partners1,598$328K0.55%+113F-HRTimeline
ArchPoint Investors1,586$325K0.1%013F-HRTimeline
Pacific Wealth Management1,580$324K0.16%013F-HRTimeline
FAMILY WEALTH PARTNERS, LLC1,572$323K0.13%+113F-HRTimeline
KIRR MARBACH & CO LLC /IN/1,572$322K0.06%+15013F-HRTimeline
Adaptive Financial Consulting, LLC1,567$322K0.13%-40013F-HRTimeline
KITCHING PARTNERS, LLC1,565$321K0.33%-25513F-HRTimeline
Uptown Financial Advisors LLC1,559$320K0.3%-16213F-HRTimeline
Breakwater Investment Management1,555$319K0.12%013F-HRTimeline
McCarthy & Cox1,544$317K0.08%-12213F-HRTimeline
Pioneer Wealth Management Group1,539$316K0.12%new13F-HRTimeline
Vannoy Advisory Group, Inc.1,532$314K0.22%013F-HRTimeline
Bullseye Investment Management, LLC1,412$314K0.19%013F-HRTimeline
AMARA FINANCIAL, LLC.1,517$311K0.27%+27713F-HRTimeline
Envision Financial Planning, LLC1,514$311K0.15%-12613F-HRTimeline
Hillcrest Wealth Advisors - NY, LLC1,513$310K0.15%013F-HRTimeline
Allodium Investment Consultants, LLC1,512$310K0.2%new13F-HRTimeline
Family CFO Inc1,507$309K0.15%013F-HRTimeline
MilWealth Group LLC1,501$308K0.08%013F-HRTimeline
STAGE HARBOR FINANCIAL, LLC1,499$308K0.25%+7813F-HRTimeline
Geneva Partners, LLC1,499$307K0.12%-3,18313F-HRTimeline
Avos Capital Management, LLC1,494$307K0.17%new13F-HRTimeline
Portland Financial Advisors Inc1,494$307K0.74%-12813F-HRTimeline
MANNING & NAPIER ADVISORS LLC1,485$305K<0.01%-31513F-HRTimeline
Frontier Asset Management, LLC1,483$304K0.08%new13F-HRTimeline
Mittelman Wealth Management1,463$300K0.25%new13F-HRTimeline
ESL Trust Services, LLC1,460$300K0.06%-4213F-HRTimeline
Hippocratic Financial Advisors, LLC1,456$299K0.16%-9113F-HRTimeline
OxenFree Capital LLC1,452$298K0.18%+2613F-HRTimeline
LSV ASSET MANAGEMENT1,440$295K<0.01%+92013F-HRTimeline
ACUTE INVESTMENT ADVISORY, LLC1,430$293K2.39%+1013F-HRTimeline
MOLLER WEALTH PARTNERS1,426$293K0.06%new13F-HRTimeline
SHERBROOKE PARK ADVISERS LLC1,423$292K0.13%-71113F-HRTimeline
Ironsides Asset Advisors, LLC1,420$291K0.08%-2,07713F-HRTimeline
North Ridge Wealth Advisors, Inc.1,417$291K0.18%-13013F-HRTimeline
R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC1,414$290K0.16%+20013F-HRTimeline
Versor Investments LP1,413$290K0.05%new13F-HRTimeline
ASSET PLANNING SERVICES INC /LA/ /ADV1,410$289K0.13%+113F-HRTimeline
Roberts Financial Services LLC1,407$289K0.1%-17,41413F-HRTimeline
CenterStar Asset Management, LLC1,393$286K0.35%-613F-HRTimeline
BURRUS FINANCIAL SERVICES, INC.1,384$284K0.14%+413F-HRTimeline

Events

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

    Accepted , ingested