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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
IFG Advisory, LLC163,330$36.3M2.01%+9,02513F-HRTimeline
Cooper Financial Group163,310$36.3M4.78%+7,71313F-HRTimeline
Smartleaf Asset Management LLC166,472$36.3M3.5%+5,46713F-HRTimeline
GHP Investment Advisors, Inc.163,025$36.2M1.74%-3,67813F-HRTimeline
Bordeaux Wealth Advisors LLC162,983$36.2M6.7%-6,01913F-HRTimeline
MainStreet Investment Advisors LLC162,866$36.2M5.26%-6,68413F-HRTimeline
Callahan Advisors, LLC162,656$36.1M3.44%-7,72413F-HRTimeline
Nadler Financial Group, Inc.162,625$36.1M4%-1,52613F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE162,504$36.1M6.69%13F-HRTimeline
Global X Japan Co., Ltd.162,291$36M4.14%+15,07013F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…162,128$36M5.56%-94013F-HRTimeline
Good Life Advisors, LLC161,437$35.9M2.53%-15,30113F-HRTimeline
CAMPBELL CAPITAL MANAGEMENT INC161,268$35.8M20.89%-3,40113F-HRTimeline
Clarity Financial LLC161,133$35.8M4.12%+19,55613F-HRTimeline
GODSEY & GIBB, INC160,783$35.7M3.51%+4,89013F-HRTimeline
WP Advisors, LLC160,735$35.7M11.89%-11,46013F-HRTimeline
1ST SOURCE BANK159,964$35.5M2.09%-2,54913F-HRTimeline
Journey Advisory Group, LLC159,670$35.5M2.9%-5,33913F-HRTimeline
PITCAIRN COin group PITCAIRN CO159,627$35.5M2.14%+5,44913F-HRTimelineGroup
DENALI ADVISORS LLC159,592$35.5M4.03%-1,07713F-HRTimeline
STALEY CAPITAL ADVISERS INC159,474$35.4M1.6%-74813F-HRTimeline
CAPE COD FIVE CENTS SAVINGS BANK151,758$35.4M3.24%013F-HRTimeline
MITCHELL CAPITAL MANAGEMENT CO159,017$35.3M6.73%-5,37013F-HRTimeline
Buckley Wealth Management, LLC158,969$35.3M10.98%-46313F-HRTimeline
TradeWell Securities, LLC.158,883$35.3M19.44%-71113F-HRTimeline
Cache Advisors, LLC158,392$35.2M13.5%+33,92513F-HRTimeline
Rothschild Capital Partners, LLC157,958$35.1M9.18%-37,98913F-HRTimeline
West Coast Financial LLC157,908$35.1M4%-3,19513F-HRTimeline
WEDGEWOOD PARTNERS INC165,093$35.1M7.06%+1,23613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Westchester Capital Management, Inc.157,745$35M8.71%+55113F-HRTimeline
LGT Fund Management Co Ltd.157,581$35M3.16%-3,03113F-HRTimeline
MARK ASSET MANAGEMENT LP157,196$34.9M5.26%+23,03413F-HRTimeline
Mengis Capital Management, Inc.157,180$34.9M7.29%-12,14413F-HRTimeline
Csenge Advisory Group177,088$34.9M1.98%-4,91813F-HRTimeline
Ascent Wealth Partners, LLC157,025$34.9M4.68%+5,47413F-HRTimeline
Arvest Bank Trust Division156,848$34.8M2.2%+6,40213F-HRTimeline
Occidental Asset Management, LLC156,767$34.8M5.26%+8,68313F-HRTimeline
KELLY LAWRENCE W & ASSOCIATES INC/CA156,483$34.8M8.44%-4,52213F-HRTimeline
Clarkston Capital Partners, LLC156,324$34.7M0.69%-1,04213F-HRTimeline
Bedell Frazier Investment Counselling, …156,248$34.7M8.84%-5,66013F-HRTimeline
Parcion Private Wealth LLC156,104$34.7M2.83%+2,70413F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC155,943$34.6M5.77%-88213F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP155,856$34.6M5.58%-2,74613F-HRTimeline
DDD Partners, LLC155,838$34.6M4.21%-8,78513F-HRTimeline
TIFF ADVISORY SERVICES, LLC155,729$34.6M8.23%013F-HRTimeline
Peachtree Investment Partners, LLC155,012$34.4M13.6%-4,95913F-HRTimeline
West Branch Capital LLC154,884$34.4M11.48%+14713F-HRTimeline
HOWE & RUSLING INC154,755$34.4M2.89%-1,38713F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…154,618$34.3M3.58%-1,47913F-HRTimelineGroup
CABOT WEALTH MANAGEMENT INC154,583$34.3M4.37%-51613F-HRTimeline
Goelzer Investment Management, Inc.154,506$34.3M1.99%+1,04413F-HR/ATimeline
SMITH, MOORE & CO.154,268$34.3M3.17%-15,61113F-HRTimeline
Progressive Investment Management Corp153,801$34.2M9.56%-3,16013F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC153,402$34.1M6.24%-1,69413F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC153,305$34.1M3.88%-3,86913F-HRTimelineGroup
Knuff & Co LLC153,125$34M11.42%-11,30013F-HRTimeline
KILEY JUERGENS WEALTH MANAGEMENT, LLC153,121$34M9.05%-4,44713F-HRTimeline
Gryphon Financial Partners LLC153,115$34M4.9%+2,58313F-HRTimeline
Empire Life Investments Inc.153,046$34M2.21%+13,60413F-HRTimeline
Segment Wealth Management, LLC152,498$33.9M2.29%+4,45313F-HRTimeline
JB Capital LLC152,495$33.9M1.87%-7713F-HRTimeline
Northstar Group, Inc.152,461$33.9M5.49%-5,06813F-HRTimeline
Sage Capital Advisors,llc152,361$33.8M8.87%-5,81913F-HRTimeline
CONWAY CAPITAL MANAGEMENT, INC.152,123$33.8M16.9%-5,63213F-HRTimeline
Terril Brothers, Inc.152,093$33.8M12.54%013F-HRTimeline
ALGERT GLOBAL LLC151,706$33.7M0.83%+12,21313F-HR/ATimeline
Clarius Group, LLC151,682$33.7M2.12%+18,25813F-HRTimeline
Sandbox Financial Partners, LLC150,829$33.5M11.83%-2,27013F-HRTimeline
Draper Asset Management, LLC150,636$33.5M26.29%-15,43613F-HRTimeline
Winthrop Advisory Group LLC150,623$33.5M4.02%-3,96513F-HRTimeline
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA…150,542$33.4M3.77%-4,44513F-HRTimeline
SCHNIEDERS CAPITAL MANAGEMENT LLC150,515$33.4M7.14%-5,17613F-HRTimeline
FIRETRAIL INVESTMENTS PTY LTD148,755$33.4M9.73%+5,31513F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC150,311$33.4M5.44%-10,71513F-HRTimeline
Linscomb Wealth, Inc.150,069$33.3M1.66%-3,49913F-HRTimeline
7G CAPITAL MANAGEMENT, LLC150,000$33.3M28.54%-65,00013F-HRTimeline
PKO Investment Management Joint-Stock Co150,000$33.3M3.78%+67,00013F-HRTimeline
Knollwood Investment Advisory, LLC149,835$33.3M3.68%013F-HRTimeline
Fulcrum Capital LLC149,509$33.2M7.36%-10,52313F-HRTimeline
Capstone Financial Advisors, Inc.149,258$33.2M2.08%-6,32913F-HRTimeline
Hemington Wealth Management149,258$33.2M5.14%+1413F-HRTimeline
BENNETT SELBY INVESTMENTS LP149,209$33.1M13.1%+1513F-HRTimeline
NatWest Group plcin group NatWest Group plc148,803$33.1M9.74%+4,51213F-HRTimelineGroup
FIDUCIARY FINANCIAL GROUP, LLC173,521$33M7.19%-1,47113F-HRTimeline
BRIDGEWAY CAPITAL MANAGEMENT, LLC148,710$33M0.83%+2,35713F-HRTimeline
CIGNA INVESTMENTS INC /NEWin group CIGNA INVESTMENTS INC /NEW148,662$33M6.18%+51713F-HRTimelineGroup
Oak Asset Management, LLC148,632$33M12.1%-35613F-HRTimeline
First Long Island Investors, LLC148,409$33M2.72%-8,60113F-HRTimeline
Harbor Advisors LLC148,400$33M5.72%013F-HRTimeline
Oak Grove Capital LLC148,318$32.9M7.86%-15,56213F-HRTimeline
CYPRESS FUNDS LLC148,297$32.9M4.58%013F-HR/ATimeline
Addenda Capital Inc.148,082$32.9M1.22%-2,46413F-HRTimeline
BetterWealth, LLC147,484$32.8M9.19%-30,39613F-HRTimeline
Affinity Capital Advisors, LLC165,160$32.7M6.49%+7,64513F-HRTimeline
SANDER CAPITAL ADVISORS INC147,083$32.7M17.19%-40013F-HRTimeline
WHALEROCK POINT PARTNERS, LLC146,631$32.6M7.73%+64813F-HRTimeline
Liontrust Investment Partners LLP146,590$32.6M0.51%+79,79013F-HRTimeline
CHICAGO TRUST Co NA146,329$32.5M5.76%-2,70613F-HRTimeline
Quent Capital, LLC146,130$32.5M3.41%-1,18113F-HRTimeline
Capital Investment Advisory Services, L…145,763$32.4M2.9%+3,81013F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC145,484$32.3M4.06%-2,72513F-HRTimeline
Fullerton Fund Management Co Ltd.145,267$32.3M2.07%-41,39613F-HRTimeline
Martin Capital Advisors, LLP145,218$32.3M23.01%-2,12113F-HRTimeline
Sand Hill Global Advisors, LLC145,110$32.2M1.33%+2,57113F-HRTimeline
DJE Kapital AG147,467$32.2M0.95%-394,76213F-HRTimeline
Foster Group, Inc.144,750$32.2M1.2%+5,64513F-HRTimeline
Tamar Securities, LLC144,521$32.1M4.36%+1,19113F-HRTimeline
Bluespring Wealth Management, LLC144,244$32M3.27%-42713F-HRTimeline
Auxano Advisors, LLC144,189$32M8.49%-3,31813F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC144,181$32M4.18%-1,25313F-HRTimeline
MARIETTA INVESTMENT PARTNERS LLC143,872$32M7.7%-85913F-HRTimeline
COZAD ASSET MANAGEMENT INC143,854$32M3.19%-25,50113F-HRTimeline
POSTROCK PARTNERS LLC143,581$31.9M15.78%+4013F-HRTimeline
Rockline Wealth Management, LLC143,296$31.8M8.86%-4,63213F-HRTimeline
GREATMARK INVESTMENT PARTNERS, INC.143,199$31.8M4.34%-3513F-HRTimeline
ZEVIN ASSET MANAGEMENT LLC143,124$31.8M5.04%-13,26413F-HRTimeline
UNITED BANK142,545$31.7M4.03%-13,77913F-HRTimeline
Red Door Wealth Management, LLC142,495$31.7M4.68%+5,60613F-HRTimeline
Ethos Financial Group, LLC128,720$31.6M3.02%+74,12313F-HRTimeline
DE BURLO GROUP INC142,261$31.6M4.67%-1,84113F-HRTimeline
MATRIX ASSET ADVISORS INC/NY142,117$31.6M3.48%-65113F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…141,369$31.4M1.66%-1,87413F-HRTimeline
Savvy Advisors, Inc.141,322$31.4M3.16%+28,18613F-HRTimeline
PRIVATE TRUST CO NA141,310$31.4M3.23%-1,19813F-HRTimeline
FIRST NATIONAL BANK & TRUST CO OF NEWTO…141,173$31.4M6.59%-92413F-HRTimeline
Premier Path Wealth Partners, LLC141,089$31.3M4.88%-18313F-HRTimeline
FAS Wealth Partners, Inc.140,849$31.3M2.55%-2,05113F-HRTimeline
COUNTRY CLUB BANK143,583$31.3M2.11%-2,54713F-HRTimeline
Platform Technology Partners140,627$31.2M9.09%+11,34813F-HRTimeline
McKinley Carter Wealth Services, Inc.139,860$31.1M1.91%-2,42113F-HRTimeline
Front Row Advisors LLC139,582$31M11.91%-2,00913F-HRTimeline
Bensler, LLC139,514$31M3.88%+3,24113F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…139,494$31M7.37%-5,81913F-HRTimeline
Leisure Capital Management139,484$31M12.71%-39513F-HRTimeline
TCI Wealth Advisors, Inc.139,264$30.9M2.48%-2,70513F-HRTimeline
CONDOR CAPITAL MANAGEMENT139,245$30.9M2.88%-12,97413F-HRTimeline
Magnus Financial Group LLC139,120$30.9M2.99%+9,09013F-HRTimeline
SEARLE & CO.138,991$30.9M8.8%-28813F-HRTimeline
AUGUSTINE ASSET MANAGEMENT INC138,695$30.8M9%-1,46113F-HRTimeline
OSTRUM ASSET MANAGEMENT138,692$30.8M1.62%-3,10813F-HRTimeline
Capital Asset Advisory Services LLC137,337$30.7M1.57%-12,05213F-HRTimeline
Kidder Stephen W138,314$30.7M9.58%-1,12713F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC138,201$30.7M4.14%-7,19713F-HRTimeline
Stonebridge Financial Group, LLC137,988$30.7M3.26%+1,15113F-HRTimeline
Semus Wealth Partners LLC137,506$30.5M21.28%+6713F-HRTimeline
Ardent Capital Management, Inc.136,628$30.3M13.13%+3,67013F-HRTimeline
IBEX WEALTH ADVISORS136,618$30.3M4.01%+9,25013F-HRTimeline
Clarity Wealth Advisors, LLC136,310$30.3M8.4%+2,72013F-HRTimeline
ROWLANDMILLER & PARTNERS.ADV136,268$30.3M6.37%-2,03913F-HRTimeline
Covington Investment Advisors Inc.136,261$30.3M4.7%+6113F-HRTimeline
Allen Mooney & Barnes Investment Adviso…136,231$30.3M4.92%-29,04613F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding141,329$30.2M-6,297Timeline
GLOBALT Investments LLC / GA135,900$30.2M1.23%-12,10813F-HRTimeline
LANARK FINANCIAL, INC.135,775$30.2M2.57%+135,63613F-HRTimeline
SOMERVILLE KURT F135,722$30.1M5.25%-2,98713F-HRTimeline
Anchor Investment Management, LLC135,648$30.1M2.81%+5,83913F-HRTimeline
Avantax Planning Partners, Inc.135,488$30.1M1.07%-23,14413F-HRTimeline
RNC CAPITAL MANAGEMENT LLC135,478$30.1M1.54%-5,31613F-HRTimeline
Embree Financial Group135,375$30.1M5.04%+3,37813F-HRTimeline
JAMISON PRIVATE WEALTH MANAGEMENT, INC.135,293$30.1M4.58%-65013F-HRTimeline
South Street Advisors LLC135,226$30M4.91%-1,55213F-HRTimeline
Alley Investment Management Company, LLC135,005$30M3.76%+54413F-HRTimeline
MONETARY MANAGEMENT GROUP INC135,002$30M8.1%-31113F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.134,972$30M4.08%+23113F-HRTimeline
King Wealth Management Group134,945$30M4.54%-1,62513F-HRTimeline
Missouri Trust & Investment Co134,941$30M10.52%-34613F-HRTimeline
Adero Partners, LLC134,925$30M1.96%+1,01213F-HRTimeline
Elyxium Wealth, LLC134,874$30M13.27%+14,49613F-HRTimeline
DNCA FINANCE134,800$29.9M2.49%-113F-HRTimeline
Hayek Kallen Investment Management134,605$29.9M11.01%-2,75513F-HRTimeline
Sterling Investment Advisors, Ltd.134,251$29.8M7.16%-64313F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC134,050$29.8M2.92%-1,67213F-HRTimeline
RKL Wealth Management LLC134,012$29.8M2.81%+6,04013F-HRTimeline
PRINCETON CAPITAL MANAGEMENT LLC133,992$29.8M10.48%-4,25813F-HRTimeline
MJP ASSOCIATES INC /ADV133,829$29.7M5.36%-23,52913F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …133,678$29.7M4.27%-21013F-HRTimeline
Stony Point Capital LLC133,357$29.6M3.2%+84,50113F-HRTimeline
MIdWestOne Financial Group, Inc.133,327$29.6M4.21%-3,39413F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCgroup of 2 filers holding133,146$29.6M-16,858Timeline
Cypress Wealth Services, LLC132,950$29.5M5.99%-1,03013F-HRTimeline
Steele Capital Management, Inc.132,832$29.5M1.54%+95413F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION132,751$29.5M2.86%-7,92513F-HRTimeline
BOURNE LENT ASSET MANAGEMENT INC132,511$29.4M12.63%-74713F-HRTimeline
Continuum Advisory, LLC132,387$29.4M3.79%+6,43913F-HRTimeline
Wallington Asset Management, LLC132,024$29.3M4.22%+1,27013F-HRTimeline
Laurel Wealth Advisors LLC131,628$29.2M4.58%-4,37713F-HRTimeline
PARTHENON LLC131,450$29.2M3.59%-87913F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC131,104$29.1M2.04%+74713F-HRTimeline
Resolute Wealth Strategies, LLC131,030$29.1M16.25%-1,24213F-HRTimeline
NWF Advisory Services Inc.130,950$29.1M4.09%-34,84513F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co130,562$29M2.04%-1,50913F-HRTimelineGroup
JAMES INVESTMENT RESEARCH, INC.130,481$29M3.68%-3,71313F-HRTimeline
Hardy Reed LLC130,186$28.9M2.55%-5,92113F-HRTimeline
Simmons Bankin group Simmons Bank130,116$28.9M2.18%-2,08913F-HRTimelineGroup
XML Financial, LLC130,096$28.9M2.7%-1,09513F-HRTimeline
CHICKASAW CAPITAL MANAGEMENT LLC130,047$28.9M1.11%-38613F-HRTimeline
Advisory Alpha, LLC129,951$28.9M0.98%+10,96813F-HR/ATimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…129,920$28.9M1.82%13F-HRTimeline
Benin Management CORP129,689$28.8M8.2%+2,12613F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…129,612$28.8M7.29%+2,17213F-HRTimeline

Events

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

    Accepted , ingested