Who holds ticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

APPLE INC · CMN · quarter ended 2026-03-31 · 139 members disclosed AAPL ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 5,662 holders are listed, largest first: 5,662
sum of the reported values across every holder; NULL values are excluded, never zero-filled: $2.2T
holders whose share count rose or who opened the position (new + add), by shares: 2,311
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 283

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares

13F holders of AAPL ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$291B	1,144,695,425	−9,970,306	TRIM
2	VANGUARD CAPITAL MANAGEMENT LLC	$242B	953,847,648	—	NO PRIOR
3	STATE STREET CORP	$153B	602,341,409	−1,715,096	TRIM
4	GEODE CAPITAL MANAGEMENT, LLC	$93.3B	368,616,954	+10,584,437	ADD
5	VANGUARD PORTFOLIO MANAGEMENT LLC	$84.1B	331,437,055	—	NO PRIOR
6	FMR LLC	$78.0B	307,442,040	+44,776	ADD
7	MORGAN STANLEY	$62.0B	244,474,722	+13,991,687	ADD
8	BERKSHIRE HATHAWAY INC	$57.8B	227,917,808	0	NO CHANGE
9	JPMORGAN CHASE & CO	$57.1B	231,622,141	+6,203,030	ADD
10	NORTHERN TRUST CORP	$40.4B	159,265,625	−1,404,826	TRIM
11	BANK OF AMERICA CORP /DE/	$30.6B	120,727,964	−2,883,820	TRIM
12	Legal & General Group Plc	$27.4B	108,127,380	−2,325,087	TRIM
13	GOLDMAN SACHS GROUP INC	$27.1B	106,585,393	+7,420,687	ADD
14	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$26.8B	105,510,753	+45,145	ADD
15	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$26.0B	102,344,793	+2,556,297	ADD
16	Bank of New York Mellon Corp	$23.4B	92,111,869	−5,725,313	TRIM
17	VANGUARD FIDUCIARY TRUST CO	$21.4B	84,194,668	—	NO PRIOR
18	Nuveen, LLC	$19.9B	78,503,018	+3,502,098	ADD
19	Amundi	$18.5B	73,082,616	+13,780,080	ADD
20	Invesco Ltd.	$18.5B	72,890,898	−577,009	TRIM
21	ROYAL BANK OF CANADA	$17.0B	66,964,149	−3,283,920	TRIM
22	WELLINGTON MANAGEMENT GROUP LLP	$16.5B	65,033,441	−12,271,790	TRIM
23	Capital Research Global Investors	$16.3B	64,035,728	+8,561,488	ADD
24	WELLS FARGO & COMPANY/MN	$14.9B	58,736,486	+460,164	ADD
25	DIMENSIONAL FUND ADVISORS LP	$14.9B	58,554,032	+979,832	ADD
26	Fisher Asset Management, LLC	$14.3B	56,430,341	+1,283,589	ADD
27	UBS Group AG	$12.7B	50,015,661	+5,468,504	ADD
28	FRANKLIN RESOURCES INC	$12.3B	48,602,133	+1,172,608	ADD
29	DEUTSCHE BANK AG\	$11.8B	46,564,322	+136,222	ADD
30	AMERIPRISE FINANCIAL INC	$11.8B	46,415,500	+881,419	ADD
31	ALLIANCEBERNSTEIN L.P.	$11.6B	42,677,473	+1,994,820	ADD
32	Swiss National Bank	$10.9B	43,134,968	+2,467,900	ADD
33	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$9.6B	37,713,677	+1,338,411	ADD
34	Capital International Investors	$9.2B	36,296,549	−35,525,866	TRIM
35	BARCLAYS PLC	$9.2B	36,270,766	+1,499,981	ADD
36	HSBC HOLDINGS PLC	$9.0B	35,370,236	−38,495,582	TRIM
37	Mitsubishi UFJ Asset Management Co., Ltd.	$8.6B	33,951,353	+2,094,891	ADD
38	JENNISON ASSOCIATES LLC	$8.5B	33,589,491	−2,079,527	TRIM
39	Sumitomo Mitsui Trust Group, Inc.	$8.4B	33,209,803	−1,979,747	TRIM
40	Vanguard Global Advisers, LLC	$8.1B	32,093,749	—	NO PRIOR
41	National Pension Service	$7.9B	31,019,702	+31,019,702	NEW
42	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$7.8B	30,317,142	+3,420,976	ADD
43	RAYMOND JAMES FINANCIAL INC	$7.6B	30,138,239	+83,288	ADD
44	H&H International Investment, LLC	$7.3B	28,945,607	−3,412,900	TRIM
45	BANK OF MONTREAL /CAN/	$6.9B	27,285,061	−893,717	TRIM
46	Capital World Investors	$6.9B	27,140,333	−347,037	TRIM
47	Janus Henderson Group Ltd.	$6.8B	26,916,594	−425,198	TRIM
48	RHUMBLINE ADVISERS	$6.6B	25,818,857	−714,681	TRIM
49	CANADA PENSION PLAN INVESTMENT BOARD	$6.5B	25,754,832	+1,344,137	ADD
50	AMERICAN CENTURY COMPANIES INC	$6.4B	25,211,083	−819,746	TRIM
51	VANGUARD ASSET MANAGEMENT, Ltd	$6.4B	25,047,653	—	NO PRIOR
52	LPL Financial LLC	$6.0B	23,695,604	+89,415	ADD
53	STATE FARM MUTUAL AUTOMOBILE INSURANCE CO	$6.0B	23,496,832	−68,507	TRIM
54	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	$5.7B	22,272,610	−708,401	TRIM
55	CITIGROUP INC	$5.7B	22,270,975	+6,282,107	ADD
56	NORDEA INVESTMENT MANAGEMENT AB	$5.6B	22,832,186	+796,506	ADD
57	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$5.4B	21,409,997	+1,641,139	ADD
58	PRINCIPAL FINANCIAL GROUP INC	$5.4B	21,342,814	+348,745	ADD
59	SCHRODER INVESTMENT MANAGEMENT GROUP	$5.1B	19,929,692	+3,546,031	ADD
60	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$4.9B	19,443,190	+2,083,564	ADD
61	Swedbank AB	$4.9B	19,443,032	+1,386,374	ADD
62	VICTORY CAPITAL MANAGEMENT INC	$4.7B	18,706,629	−3,548,157	TRIM
63	NATIONAL BANK OF CANADA /FI/	$4.6B	17,998,880	+3,707,421	ADD
64	Mariner, LLC	$4.5B	17,695,216	+426,988	ADD
65	NEW YORK STATE COMMON RETIREMENT FUND	$4.3B	17,082,386	−149,400	TRIM
66	Aberdeen Group plc	$4.2B	16,659,996	+498,025	ADD
67	Assenagon Asset Management S.A.	$4.2B	16,544,617	−2,308,935	TRIM
68	TD ASSET MANAGEMENT INC	$4.2B	16,375,214	−610,771	TRIM
69	Neuberger Berman Group LLC	$4.0B	15,901,898	−313,762	TRIM
70	VOYA INVESTMENT MANAGEMENT LLC	$4.0B	15,741,351	+215,179	ADD
71	BNP Paribas Asset Management Holding S.A.	$3.8B	14,894,239	−1,004,943	TRIM
72	Russell Investments Group, Ltd.	$3.7B	14,617,586	+1,289,664	ADD
73	Robeco Institutional Asset Management B.V.	$3.6B	14,310,898	+1,018,730	ADD
74	AQR CAPITAL MANAGEMENT LLC	$3.6B	14,593,957	+2,092,434	ADD
75	FAYEZ SAROFIM & CO	$3.5B	13,881,697	−518,833	TRIM
76	CIBC Bancorp USA Inc.	$3.5B	13,622,498	—	NO PRIOR
77	ENVESTNET ASSET MANAGEMENT INC	$3.4B	13,323,726	+1,648,631	ADD
78	PRUDENTIAL FINANCIAL INC	$3.4B	13,288,804	−347,985	TRIM
79	AVIVA PLC	$3.4B	13,199,906	+230,540	ADD
80	Clearbridge Investments, LLC	$3.3B	13,130,195	−955,329	TRIM
81	ADAGE CAPITAL PARTNERS GP, L.L.C.	$3.3B	13,046,454	−180,100	TRIM
82	Allianz Asset Management GmbH	$3.2B	12,741,916	+982,976	ADD
83	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$3.2B	12,700,394	−252,242	TRIM
84	Creative Planning	$3.1B	12,129,399	+818,817	ADD
85	Circle Wealth Management, LLC	$3.0B	11,944,494	+2,527,828	ADD
86	HighTower Advisors, LLC	$3.0B	11,772,399	+764,907	ADD
87	Quantinno Capital Management LP	$3.0B	11,761,522	+2,175,367	ADD
88	Ensign Peak Advisors, Inc	$3.0B	11,717,641	+294,906	ADD
89	BNP PARIBAS FINANCIAL MARKETS	$3.0B	11,663,650	−7,381,730	TRIM
90	DANSKE BANK A/S	$2.9B	11,498,987	+1,434,268	ADD
91	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$2.9B	11,401,668	−1,143,634	TRIM
92	SEI INVESTMENTS CO	$2.9B	11,250,613	+1,818,383	ADD
93	Universal- Beteiligungs- und Servicegesellschaft mbH	$2.8B	11,190,562	−41,885	TRIM
94	BANK OF NOVA SCOTIA	$2.8B	11,117,287	+2,103,861	ADD
95	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$2.8B	11,082,804	+1,387,291	ADD
96	STIFEL FINANCIAL CORP	$2.8B	11,053,456	−249,462	TRIM
97	Sanders Capital, LLC	$2.8B	10,869,641	−40,614	TRIM
98	Korea Investment CORP	$2.7B	10,760,490	−396,536	TRIM
99	Corient Private Wealth LLC	$2.6B	10,418,774	−30,794,041	TRIM
100	US BANCORP \DE\	$2.6B	10,134,565	−150,382	TRIM
101	FIL Ltd	$2.6B	10,094,057	+180,001	ADD
102	Focus Partners Wealth	$2.5B	10,037,788	+516,119	ADD
103	Baird Financial Group, Inc.	$2.5B	10,001,362	+10,001,362	NEW
104	ROYAL LONDON ASSET MANAGEMENT LTD	$2.5B	9,979,214	+45,007	ADD
105	MACKENZIE FINANCIAL CORP	$2.4B	9,632,092	+428,193	ADD
106	Cerity Partners LLC	$2.4B	9,372,275	+251,644	ADD
107	Zurcher Kantonalbank (Zurich Cantonalbank)	$2.4B	9,336,103	+9,336,103	NEW
108	Winslow Capital Management, LLC	$2.3B	9,259,247	+979,629	ADD
109	ProShare Advisors LLC	$2.3B	9,232,719	−2,165,044	TRIM
110	FIFTH THIRD BANCORP	$2.3B	9,161,758	+3,187,022	ADD
111	Pictet Asset Management Holding SA	$2.3B	9,059,616	+224,720	ADD
112	Chevy Chase Trust Holdings, LLC	$2.3B	8,981,425	−266,676	TRIM
113	COMMONWEALTH EQUITY SERVICES, LLC	$2.3B	8,955,368	−687,027	TRIM
114	PFA Pension, Forsikringsaktieselskab	$2.2B	8,629,711	+8,629,711	NEW
115	MARSHALL WACE, LLP	$2.1B	8,383,099	+1,725,380	ADD
116	JONES FINANCIAL COMPANIES LLLP	$2.1B	8,423,796	+5,550,759	ADD
117	LAZARD ASSET MANAGEMENT LLC	$2.1B	8,230,674	+865,599	ADD
118	OSAIC HOLDINGS, INC.	$2.0B	8,075,691	+547,018	ADD
119	STOREBRAND ASSET MANAGEMENT AS	$2.0B	8,051,497	—	NO PRIOR
120	STATE OF WISCONSIN INVESTMENT BOARD	$2.0B	7,905,859	+194,772	ADD
121	CAPTRUST FINANCIAL ADVISORS	$2.0B	7,788,222	+1,234,115	ADD
122	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$1.9B	7,658,024	+1,028,263	ADD
123	Mitsubishi UFJ Trust & Banking Corp	$1.9B	7,532,234	+28,455	ADD
124	Mirae Asset Global Investments Co., Ltd.	$1.9B	7,506,435	+279,456	ADD
125	Vanguard Investments Australia, Ltd.	$1.9B	7,324,810	—	NO PRIOR
126	Daiwa Securities Group Inc.	$1.8B	7,236,979	+1,388,346	ADD
127	LOS ANGELES CAPITAL MANAGEMENT LLC	$1.8B	7,224,649	−1,163,544	TRIM
128	NOMURA ASSET MANAGEMENT CO LTD	$1.8B	7,079,341	+127,511	ADD
129	Cetera Investment Advisers	$1.8B	7,051,511	+112,020	ADD
130	D. E. Shaw & Co., Inc.	$1.8B	6,989,786	+1,548,270	ADD
131	Grantham, Mayo, Van Otterloo & Co. LLC	$1.8B	6,937,574	+230,457	ADD
132	TRUIST FINANCIAL CORP	$1.7B	6,858,756	+17,438	ADD
133	Rockefeller Capital Management L.P.	$1.7B	6,683,923	+179,000	ADD
134	MERCER GLOBAL ADVISORS INC /ADV	$1.7B	6,666,360	+64,575	ADD
135	Asset Management One Co., Ltd.	$1.7B	6,575,253	−71,850	TRIM
136	CREDIT AGRICOLE S A	$1.7B	6,545,978	−806,669	TRIM
137	Eurizon Capital SGR S.p.A.	$1.6B	6,469,560	−856,862	TRIM
138	PANAGORA ASSET MANAGEMENT INC	$1.6B	6,315,538	−48,714	TRIM
139	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$1.6B	6,206,703	−81,951	TRIM
140	KLP KAPITALFORVALTNING AS	$1.6B	6,161,104	+343,900	ADD
141	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$1.5B	6,055,120	+44,432	ADD
142	AustralianSuper Pty Ltd	$1.5B	6,033,707	+418,257	ADD
143	WORLDQUANT MILLENNIUM ADVISORS LLC	$1.5B	6,026,560	+1,158,222	ADD
144	Man Group plc	$1.5B	5,993,037	−723	TRIM
145	TWO SIGMA INVESTMENTS, LP	$1.5B	5,944,443	+5,052,600	ADD
146	BLAIR WILLIAM & CO/IL	$1.5B	5,930,914	−19,034	TRIM
147	MENORA MIVTACHIM HOLDINGS LTD.	$1.5B	5,857,736	+1,081,600	ADD
148	KING LUTHER CAPITAL MANAGEMENT CORP	$1.4B	5,607,434	−155,864	TRIM
149	Qube Research & Technologies Ltd	$1.4B	5,535,510	+1,835,655	ADD
150	Bank Julius Baer & Co. Ltd, Zurich	$1.4B	5,541,578	−497,920	TRIM
151	TORONTO DOMINION BANK	$1.3B	5,303,946	−1,163,006	TRIM
152	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$1.3B	5,239,170	−576,836	TRIM
153	CIBC Asset Management Inc	$1.3B	5,222,142	−16,885	TRIM
154	FIRST TRUST ADVISORS LP	$1.3B	5,213,875	+900,803	ADD
155	CITADEL ADVISORS LLC	$1.3B	5,213,870	−306,720	TRIM
156	Retirement Systems of Alabama	$1.3B	5,194,467	−25,788	TRIM
157	APG Asset Management N.V.	$1.3B	5,891,986	−4,111,272	TRIM
158	NEOS Investment Management LLC	$1.3B	5,104,395	+819,535	ADD
159	1832 Asset Management L.P.	$1.3B	5,073,214	+673,594	ADD
160	Ninety One UK Ltd	$1.3B	5,062,702	+2,068,041	ADD
161	State of New Jersey Common Pension Fund D	$1.3B	5,024,674	−42,967	TRIM
162	FIRST MANHATTAN CO. LLC.	$1.3B	5,016,495	−157,254	TRIM
163	SEB Asset Management AB	$1.3B	4,986,398	—	NO PRIOR
164	KEYBANK NATIONAL ASSOCIATION/OH	$1.2B	4,829,888	−20,005	TRIM
165	Lansforsakringar Fondforvaltning AB (publ)	$1.2B	4,821,645	−55,176	TRIM
166	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	$1.2B	4,812,433	−631,895	TRIM
167	DnB Asset Management AS	$1.2B	4,806,571	−330,689	TRIM
168	Calamos Advisors LLC	$1.2B	4,778,795	+803,737	ADD
169	PARNASSUS INVESTMENTS, LLC	$1.2B	4,674,755	−374,417	TRIM
170	MILLENNIUM MANAGEMENT LLC	$1.2B	4,668,333	−282,514	TRIM
171	TEACHER RETIREMENT SYSTEM OF TEXAS	$1.2B	4,658,611	−24,035	TRIM
172	FRED ALGER MANAGEMENT, LLC	$1.2B	4,636,913	+87,611	ADD
173	M&T BANK CORP	$1.2B	4,632,711	−147,959	TRIM
174	PUBLIC SECTOR PENSION INVESTMENT BOARD	$1.2B	4,617,098	+776,617	ADD
175	FEDERATED HERMES, INC.	$1.2B	4,610,537	+536,559	ADD
176	JACOBS LEVY EQUITY MANAGEMENT, INC	$1.2B	4,548,328	−208,507	TRIM
177	Resona Asset Management Co.,Ltd.	$1.1B	4,549,018	+45,458	ADD
178	Tredje AP-fonden	$1.1B	4,337,505	+1,011,542	ADD
179	COMMERCE BANK	$1.1B	4,322,486	+509,288	ADD
180	Swiss Life Asset Management Ltd	$1.1B	4,275,270	+406,014	ADD
181	TD Waterhouse Canada Inc.	$1.1B	4,205,151	+2,691,633	ADD
182	EVERETT HARRIS & CO /CA/	$1.0B	4,111,105	−28,897	TRIM
183	NATIXIS	$1.0B	4,098,703	+2,829,429	ADD
184	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$1.0B	4,090,648	+1,552,500	ADD
185	XPONANCE LLC	$1.0B	4,041,577	+341,856	ADD
186	Arizona State Retirement System	$1.0B	4,026,974	−167,619	TRIM
187	BROWN ADVISORY INC	$1.0B	4,014,257	+121,064	ADD
188	Czech National Bank	$1.0B	3,998,345	+102,045	ADD
189	UniSuper Management Pty Ltd	$1.0B	3,994,788	−445,436	TRIM
190	NISA INVESTMENT ADVISORS, LLC	$1.0B	3,981,558	−279,426	TRIM
191	MetLife Investment Management, LLC	$1.0B	3,971,879	−123,850	TRIM
192	Performance Wealth Partners, LLC	$996M	3,924,612	−33,667	TRIM
193	STATE OF MICHIGAN RETIREMENT SYSTEM	$990M	3,900,499	−283,300	TRIM
194	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$978M	3,853,834	+273,801	ADD
195	Lido Advisors, LLC	$975M	3,842,432	−581,195	TRIM
196	Clear Street Group Inc.	$960M	3,768,562	−16,142	TRIM
197	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$932M	3,673,641	−35,090	TRIM
198	Allspring Global Investments Holdings, LLC	$913M	3,570,552	+96,079	ADD
199	VIKING GLOBAL INVESTORS LP	$912M	3,593,057	+3,593,057	NEW
200	Life Cycle Investment Partners Ltd	$906M	3,568,329	+670,036	ADD
201	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$904M	3,561,249	+1,070,159	ADD
202	Capital Wealth Planning, LLC	$902M	3,553,595	+616,544	ADD
203	CIBC WORLD MARKET INC.	$889M	3,504,009	+390,168	ADD
204	Candriam S.C.A.	$889M	3,503,348	+146,912	ADD
205	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$868M	3,419,865	−17,197	TRIM
206	GLENMEDE TRUST CO NA	$863M	3,400,617	+66,016	ADD
207	NewEdge Advisors, LLC	$854M	3,365,597	−66,699	TRIM
208	CAPITOLIS LIQUID GLOBAL MARKETS LLC	$839M	3,307,057	+387,910	ADD
209	SCOTIA CAPITAL INC.	$832M	3,279,655	−442	TRIM
210	AMF Tjanstepension AB	$827M	3,258,851	+56,254	ADD
211	NISSAY ASSET MANAGEMENT CORP /JAPAN	$821M	3,236,418	+79,686	ADD
212	Kestra Advisory Services, LLC	$801M	3,156,209	+326,533	ADD
213	WESTFIELD CAPITAL MANAGEMENT CO LP	$795M	3,133,113	−141,205	TRIM
214	RENAISSANCE TECHNOLOGIES LLC	$781M	3,075,638	+3,075,638	NEW
215	IFM Investors Pty Ltd	$767M	3,022,506	+98,016	ADD
216	Connor, Clark & Lunn Investment Management Ltd.	$767M	3,021,296	+743,098	ADD
217	Zurich Insurance Group Ltd/FI	$766M	3,019,479	−326,662	TRIM
218	ASSETMARK, INC	$757M	2,983,516	+74,531	ADD
219	OP Asset Management Ltd	$741M	2,919,605	—	NO PRIOR
220	Pathstone Holdings, LLC	$739M	2,910,646	+145,752	ADD
221	Woodline Partners LP	$730M	2,876,219	+353,932	ADD
222	Gotham Asset Management, LLC	$729M	2,873,250	+1,310,646	ADD
223	OMERS ADMINISTRATION Corp	$724M	2,851,506	+523,765	ADD
224	WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST	$711M	2,800,000	0	NO CHANGE
225	&PARTNERS	$706M	2,780,794	+129,346	ADD
226	CWM, LLC	$693M	2,730,847	+20,623	ADD
227	Tidal Investments LLC	$693M	2,730,222	+353,754	ADD
228	FLOSSBACH VON STORCH SE	$688M	2,712,526	−551,202	TRIM
229	BROWN BROTHERS HARRIMAN & CO	$687M	2,708,731	+377,272	ADD
230	IEQ CAPITAL, LLC	$684M	2,695,851	−45,065	TRIM
231	GATEWAY INVESTMENT ADVISERS LLC	$680M	2,681,025	−405,873	TRIM
232	Squarepoint Ops LLC	$680M	2,677,743	+746,458	ADD
233	Alecta Tjanstepension Omsesidigt	$674M	2,656,000	0	NO CHANGE
234	ING GROEP NV	$672M	2,647,393	−1,686,373	TRIM
235	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	$670M	2,641,243	−45,426	TRIM
236	MML INVESTORS SERVICES, LLC	$652M	2,570,695	−207,424	TRIM
237	MACQUARIE GROUP LTD	$651M	2,565,436	−1,219,879	TRIM
238	Holocene Advisors, LP	$633M	2,493,000	+863,000	ADD
239	MAI Capital Management	$625M	2,461,445	+294,642	ADD
240	Steward Partners Investment Advisory, LLC	$624M	2,457,406	+229,134	ADD
241	Varma Mutual Pension Insurance Co	$618M	2,436,883	−59,000	TRIM
242	AE Wealth Management LLC	$614M	2,418,374	+267,540	ADD
243	QRG CAPITAL MANAGEMENT, INC.	$611M	2,406,468	+315,830	ADD
244	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$606M	2,387,886	−706,825	TRIM
245	USS Investment Management Ltd	$605M	2,383,084	+61,649	ADD
246	Vanguard Personalized Indexing Management, LLC	$599M	2,361,852	+43,045	ADD
247	Utah Retirement Systems	$594M	2,342,276	−66,462	TRIM
248	BALYASNY ASSET MANAGEMENT L.P.	$593M	2,334,748	+1,676,164	ADD
249	CI INVESTMENTS INC.	$592M	2,334,524	−27,119	TRIM
250	HUNTINGTON NATIONAL BANK	$592M	2,331,979	+190,820	ADD
251	Mediolanum International Funds Ltd	$592M	2,399,089	+217,361	ADD
252	Sumitomo Mitsui DS Asset Management Company, Ltd	$592M	2,331,296	+39,911	ADD
253	Haverford Trust Co	$590M	2,326,481	−44,877	TRIM
254	EP Wealth Advisors, LLC	$583M	2,296,297	+4,993	ADD
255	Federation des caisses Desjardins du Quebec	$576M	2,270,887	+128,789	ADD
256	LONDON CO OF VIRGINIA	$576M	2,269,872	−145,948	TRIM
257	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$574M	2,261,351	+158,865	ADD
258	Police & Firemen's Retirement System of New Jersey	$563M	2,218,227	−15,251	TRIM
259	OFI INVEST ASSET MANAGEMENT	$558M	2,520,001	+391,502	ADD
260	Private Advisor Group, LLC	$556M	2,190,272	−35,837	TRIM
261	Andra AP-fonden	$553M	2,179,667	+917,479	ADD
262	Compagnie Lombard Odier SCmA	$551M	2,171,155	−109,747	TRIM
263	Beacon Pointe Advisors, LLC	$544M	2,142,646	+470,625	ADD
264	ASR Vermogensbeheer N.V.	$543M	2,139,525	+64,757	ADD
265	B. Metzler seel. Sohn & Co. AG	$538M	2,119,401	−29,648	TRIM
266	Rafferty Asset Management, LLC	$536M	2,110,273	−627,533	TRIM
267	Empower Advisory Group, LLC	$534M	2,102,992	−26,090	TRIM
268	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$529M	2,087,181	−151,876	TRIM
269	Hudson Bay Capital Management LP	$518M	2,039,515	+848,061	ADD
270	Vinva Investment Management Ltd	$513M	2,080,355	+117,752	ADD
271	Sequoia Financial Advisors, LLC	$492M	1,940,490	−53,730	TRIM
272	Allworth Financial LP	$483M	1,902,351	+28,364	ADD
273	Vontobel Holding Ltd.	$479M	1,887,507	+252,914	ADD
274	Aware Super Pty Ltd as trustee of Aware Super	$474M	1,868,427	—	NO PRIOR
275	Sarasin & Partners LLP	$467M	1,840,569	+498,315	ADD
276	JOHNSON INVESTMENT COUNSEL INC	$466M	1,834,364	−26,580	TRIM
277	Cresset Asset Management, LLC	$465M	1,832,739	−13,033	TRIM
278	Erste Asset Management GmbH	$463M	1,872,227	+105,439	ADD
279	BARTLETT & CO. WEALTH MANAGEMENT LLC	$456M	1,648,996	−34,583	TRIM
280	SATURNA CAPITAL CORP	$452M	1,780,138	−5,961	TRIM
281	Employees Provident Fund Board	$450M	1,771,437	+446,854	ADD
282	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$447M	1,762,553	−23,048	TRIM
283	PRIMECAP MANAGEMENT CO/CA/	$447M	1,760,880	0	NO CHANGE
284	Yarbrough Capital, LLC	$443M	1,744,835	−38,575	TRIM
285	ZACKS INVESTMENT MANAGEMENT	$437M	1,720,858	+140,770	ADD
286	FACTORY MUTUAL INSURANCE CO	$432M	1,700,771	−26,550	TRIM
287	HM PAYSON & CO	$430M	1,692,805	−71,728	TRIM
288	LGT Group Foundation	$428M	1,685,696	−78,598	TRIM
289	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$427M	1,681,007	−11,108	TRIM
290	WELCH & FORBES LLC	$426M	1,679,909	−22,288	TRIM
291	JUPITER ASSET MANAGEMENT LTD	$416M	1,639,701	+58,337	ADD
292	REGIONS FINANCIAL CORP	$415M	1,633,436	+36,165	ADD
293	CONGRESS ASSET MANAGEMENT CO	$414M	1,631,485	−12,072	TRIM
294	Investment Management Corp of Ontario	$412M	1,624,436	−20,415	TRIM
295	Empowered Funds, LLC	$409M	1,611,127	+1,611,127	NEW
296	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$408M	1,608,703	−26,391	TRIM
297	JENSEN INVESTMENT MANAGEMENT INC	$405M	1,595,941	−382,331	TRIM
298	YOUSIF CAPITAL MANAGEMENT, LLC	$405M	1,593,859	−69,257	TRIM
299	INTECH INVESTMENT MANAGEMENT LLC	$404M	1,590,222	−82,099	TRIM
300	HB Wealth Management, LLC	$403M	1,588,842	+48,479	ADD
301	Wealthfront Advisers LLC	$403M	1,586,612	+9,944	ADD
302	Elo Mutual Pension Insurance Co	$402M	1,583,428	+51,497	ADD
303	Clark Capital Management Group, Inc.	$391M	1,540,643	−5,142	TRIM
304	ABN AMRO INVESTMENT SOLUTIONS	$389M	1,531,854	+352,439	ADD
305	Sustainable Growth Advisers, LP	$387M	1,525,700	+305,664	ADD
306	D.A. DAVIDSON & CO.	$387M	1,523,959	+27,114	ADD
307	Rokos Capital Management LLP	$384M	1,512,744	+869,432	ADD
308	Evercore Wealth Management, LLC	$382M	1,504,338	−72,216	TRIM
309	Ethic Inc.	$379M	1,492,645	+20,644	ADD
310	Boston Trust Walden Corp	$378M	1,490,524	−60,666	TRIM
311	DAVENPORT & Co LLC	$377M	1,493,123	+160,500	ADD
312	PRUDENTIAL PLC	$375M	1,476,369	+10,790	ADD
313	LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA	$372M	1,428,525	+10,611	ADD
314	GUGGENHEIM CAPITAL LLC	$372M	1,463,999	−304,986	TRIM
315	FIDUCIARY TRUST CO	$371M	1,461,111	−49,717	TRIM
316	GF FUND MANAGEMENT CO. LTD.	$370M	1,456,360	−34,273	TRIM
317	Pinnacle Financial Partners, Inc.	$368M	1,449,050	−11,344	TRIM
318	Midwest Trust Co	$368M	1,448,417	+7,610	ADD
319	VOLORIDGE INVESTMENT MANAGEMENT, LLC	$367M	1,446,448	+1,174,979	ADD
320	ATALANTA SOSNOFF CAPITAL, LLC	$364M	1,435,290	−9,320	TRIM
321	SHELTON CAPITAL MANAGEMENT	$356M	1,403,189	−43,482	TRIM
322	Banco Santander, S.A.	$356M	1,402,496	−229,593	TRIM
323	CITIZENS FINANCIAL GROUP INC/RI	$354M	1,394,254	−20,825	TRIM
324	Crestwood Advisors Group, LLC	$353M	1,392,748	+11,641	ADD
325	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	$346M	1,364,565	+5,015	ADD
326	NewEdge Wealth, LLC	$345M	1,359,822	+15,843	ADD
327	HUB Investment Partners, LLC	$341M	1,342,807	+58,446	ADD
328	Raiffeisen Bank International AG	$337M	1,366,088	−145,181	TRIM
329	Polar Capital Holdings Plc	$329M	1,295,827	−176,812	TRIM
330	LBP AM SA	$326M	1,284,226	−187,543	TRIM
331	Alphinity Investment Management Pty Ltd	$324M	1,277,270	−217,879	TRIM
332	Waverly Advisors, LLC	$322M	1,267,737	+79,231	ADD
333	MUFG Securities EMEA plc	$319M	1,258,695	−316,665	TRIM
334	Crossmark Global Holdings, Inc.	$315M	1,241,972	—	NO PRIOR
335	BRIDGES INVESTMENT MANAGEMENT INC	$314M	1,236,543	−131,994	TRIM
336	Epoch Investment Partners, Inc.	$313M	1,231,865	−4,090	TRIM
337	GROUPAMA ASSET MANAGMENT	$311M	1,227,358	−34,313	TRIM
338	MARKEL GROUP INC.	$311M	1,227,290	0	NO CHANGE
339	PINNACLE ASSOCIATES LTD	$311M	1,223,636	−10,010	TRIM
340	UMB Bank, n.a.	$307M	1,210,735	−16,214	TRIM
341	MAIRS & POWER INC	$307M	1,208,398	−9,088	TRIM
342	Quilter Plc	$307M	1,207,861	+6,604	ADD
343	Danica Pension, Livsforsikringsaktieselskab	$306M	1,207,429	−66,463	TRIM
344	BRISTOL JOHN W & CO INC /NY/	$305M	1,201,484	+156,293	ADD
345	Greenbrier Partners Capital Management, LLC	$300M	1,180,662	−240,776	TRIM
346	Equitable Holdings, Inc.	$297M	1,105,458	+293,937	ADD
347	Trexquant Investment LP	$294M	1,157,666	+195,037	ADD
348	Illinois Municipal Retirement Fund	$293M	1,154,968	+106,491	ADD
349	DAVIS R M INC	$292M	1,151,352	+23,162	ADD
350	Clearstead Advisors, LLC	$292M	1,150,144	+162,727	ADD
351	Perigon Wealth Management, LLC	$288M	1,133,645	+3,950	ADD
352	Skandinaviska Enskilda Banken AB (publ)	$286M	1,125,336	−3,876,624	TRIM
353	Aptus Capital Advisors, LLC	$284M	1,120,769	−52,403	TRIM
354	Groupe la Francaise	$284M	1,126,001	+142,217	ADD
355	EASTERN BANK	$283M	1,115,291	+29,692	ADD
356	OPPENHEIMER & CO INC	$281M	1,107,179	+1,107,179	NEW
357	Union Bancaire Privee, UBP SA	$281M	1,135,958	−22,732	TRIM
358	SAPIENT CAPITAL LLC	$280M	1,105,077	−256,269	TRIM
359	Stratos Wealth Partners, LTD.	$280M	1,103,689	−179	TRIM
360	Glenview Trust Co	$279M	1,101,275	+32,927	ADD
361	M&G Plc	$278M	1,094,595	+49,613	ADD
362	J.W. COLE ADVISORS, INC.	$277M	1,090,475	−8,943	TRIM
363	Norinchukin Bank, The	$276M	1,086,823	+13,640	ADD
364	Capital International, Inc./CA/	$276M	1,085,757	+59,280	ADD
365	INDEPENDENT INVESTORS INC	$274M	1,081,073	−11,910	TRIM
366	EAGLE GLOBAL ADVISORS LLC	$271M	1,068,352	−1,755	TRIM
367	KESTRA PRIVATE WEALTH SERVICES, LLC	$270M	1,062,035	+18,207	ADD
368	Concurrent Investment Advisors, LLC	$267M	1,067,360	+25,472	ADD
369	OSSIAM	$265M	1,043,798	+170,486	ADD
370	BRADLEY FOSTER & SARGENT INC/CT	$263M	1,034,598	−53,477	TRIM
371	Farther Finance Advisors, LLC	$262M	1,026,507	+70,845	ADD
372	Voleon Capital Management LP	$262M	1,032,730	+38,404	ADD
373	Banque Transatlantique SA	$262M	1,027,630	+34,463	ADD
374	Avanza Fonder AB	$258M	1,016,767	−2,601	TRIM
375	Advisors Capital Management, LLC	$258M	1,015,508	+14,421	ADD
376	Integrated Wealth Concepts LLC	$257M	1,013,896	+451,671	ADD
377	SteelPeak Wealth, LLC	$256M	1,008,162	+174,745	ADD
378	NorthCoast Asset Management LLC	$253M	995,445	+14,046	ADD
379	CAPSTONE INVESTMENT ADVISORS, LLC	$250M	986,365	−38,524	TRIM
380	Merit Financial Group, LLC	$250M	985,181	+82,187	ADD
381	RJA Asset Management LLC	$249M	980,200	0	NO CHANGE
382	CENTRAL TRUST Co	$248M	975,928	−20,301	TRIM
383	Mesirow Financial Investment Management, Inc.	$247M	974,704	−24,819	TRIM
384	Busey Bank	$243M	959,110	+4,064	ADD
385	BENJAMIN EDWARDS INC	$243M	957,162	−6,756	TRIM
386	SALEM INVESTMENT COUNSELORS INC	$242M	954,501	−9,722	TRIM
387	EXCHANGE TRADED CONCEPTS, LLC	$241M	950,800	−36,113	TRIM
388	Osmosis Investment Management UK Ltd	$241M	947,791	−81,421	TRIM
389	Evolution Wealth Advisors, LLC	$239M	940,410	+2,058	ADD
390	Vident Advisory, LLC	$237M	934,921	+150,573	ADD
391	United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund	$237M	933,314	+140,191	ADD
392	Baker Avenue Asset Management, LP	$236M	930,452	+52,994	ADD
393	Silvant Capital Management LLC	$236M	929,139	+53,358	ADD
394	Laird Norton Wetherby Trust Company, LLC	$236M	928,297	−70,186	TRIM
395	Migdal Insurance & Financial Holdings Ltd.	$235M	927,700	+253,000	ADD
396	FLPUTNAM INVESTMENT MANAGEMENT CO	$235M	924,915	+1,390	ADD
397	CHOREO, LLC	$234M	920,961	+9,795	ADD
398	Apollon Wealth Management, LLC	$231M	910,403	+68,158	ADD
399	MISSION WEALTH MANAGEMENT, LP	$227M	895,665	−41,575	TRIM
400	Orion Porfolio Solutions, LLC	$227M	893,554	−138,388	TRIM
401	HANCOCK WHITNEY CORP	$226M	846,270	−17,782	TRIM
402	MIZUHO SECURITIES USA LLC	$225M	887,540	−188,377	TRIM
403	CAPITAL ADVISORS INC/OK	$223M	878,474	+15,335	ADD
404	JOURNEY STRATEGIC WEALTH LLC	$223M	878,194	+11,557	ADD
405	Advisory Services Network, LLC	$223M	877,937	+16,487	ADD
406	Independent Advisor Alliance	$221M	871,524	−56,469	TRIM
407	World Investment Advisors	$221M	870,139	−7,047	TRIM
408	Prospera Financial Services Inc	$218M	858,322	+14,064	ADD
409	Destination Wealth Management	$218M	857,480	−5,337	TRIM
410	Badgley Phelps Wealth Managers, LLC	$217M	855,552	−124,264	TRIM
411	E. Ohman J:or Asset Management AB	$216M	850,212	−45,326	TRIM
412	Atlantic Union Bankshares Corp	$216M	849,162	−14,373	TRIM
413	KCM INVESTMENT ADVISORS LLC	$213M	839,802	−21,818	TRIM
414	HARTFORD INVESTMENT MANAGEMENT CO	$212M	836,619	−16,971	TRIM
415	WESBANCO BANK INC	$211M	832,689	+10,493	ADD
416	BAILARD, INC.	$208M	821,346	−7,135	TRIM
417	STEPHENS INC /AR/	$208M	816,725	−20,853	TRIM
418	Calamos Wealth Management LLC	$208M	818,896	+29,021	ADD
419	ABN AMRO Bank N.V.	$207M	816,448	−56,676	TRIM
420	DAYMARK WEALTH PARTNERS, LLC	$205M	808,141	−57,581	TRIM
421	TUDOR INVESTMENT CORP ET AL	$203M	801,529	+168,320	ADD
422	Savant Capital, LLC	$202M	795,367	+90,284	ADD
423	RWA WEALTH PARTNERS, LLC	$200M	791,995	−11,957	TRIM
424	Cornerstone Advisors, LLC	$198M	778,700	0	NO CHANGE
425	Phoenix Financial Ltd.	$197M	777,344	−72,884	TRIM
426	NorthRock Partners, LLC	$196M	774,012	+43,158	ADD
427	Modera Wealth Management, LLC	$195M	769,372	−43,672	TRIM
428	ADAMS DIVERSIFIED EQUITY FUND, INC.	$195M	767,300	−49,100	TRIM
429	WINDWARD CAPITAL MANAGEMENT CO /CA	$194M	764,418	−12,259	TRIM
430	Kingsview Wealth Management, LLC	$194M	763,437	+47,497	ADD
431	Composition Wealth, LLC	$194M	763,357	+11,807	ADD
432	Wilmington Savings Fund Society, FSB	$193M	759,306	−14,491	TRIM
433	Livforsakringsbolaget Skandia, Omsesidigt	$191M	753,700	+70,100	ADD
434	Metis Global Partners, LLC	$191M	752,564	−29,729	TRIM
435	VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.	$191M	752,384	+158,269	ADD
436	PARSONS CAPITAL MANAGEMENT INC/RI	$187M	737,551	+163,134	ADD
437	FIRST FINANCIAL BANKSHARES INC	$186M	734,089	+4,115	ADD
438	Local Pensions Partnership Investment Ltd	$186M	731,680	−129,200	TRIM
439	Cannell & Spears LLC	$184M	725,424	−18,424	TRIM
440	Maryland State Retirement & Pension System	$184M	723,806	−5,697	TRIM
441	COLDSTREAM CAPITAL MANAGEMENT INC	$183M	720,415	+83,561	ADD
442	Bleakley Financial Group, LLC	$182M	717,733	+31,623	ADD
443	LOCKHEED MARTIN INVESTMENT MANAGEMENT CO	$182M	716,240	−22,680	TRIM
444	E Fund Management Co., Ltd.	$182M	716,058	—	NO PRIOR
445	MARSICO CAPITAL MANAGEMENT LLC	$182M	715,610	+5,575	ADD
446	Summit Trail Advisors, LLC	$181M	713,487	+130,867	ADD
447	MONETA GROUP INVESTMENT ADVISORS LLC	$180M	709,322	+8,098	ADD
448	Dai-ichi Life Insurance Company, Ltd	$179M	705,319	−27,471	TRIM
449	Golden Unicorn (BVI) Ltd	$178M	700,000	0	NO CHANGE
450	Diversified Trust Co	$177M	698,440	+19,001	ADD
451	Lombard Odier Asset Management (Switzerland) SA	$177M	697,188	+49,829	ADD
452	BAILLIE GIFFORD & CO	$177M	696,091	+32,747	ADD
453	Arkadios Wealth Advisors	$176M	691,690	+43,242	ADD
454	Biltmore Family Office, LLC	$175M	687,932	−1,580	TRIM
455	Railway Pension Investments Ltd	$173M	681,852	−71,600	TRIM
456	Curi Capital, LLC	$170M	669,941	+40,164	ADD
457	TOKIO MARINE ASSET MANAGEMENT CO LTD	$169M	666,208	+23,891	ADD
458	Carnegie Investment Counsel	$169M	664,385	−21,257	TRIM
459	COUNTRY TRUST BANK	$168M	663,380	+27,422	ADD
460	NICHOLAS COMPANY, INC.	$168M	662,630	+31,135	ADD
461	Summit Financial, LLC	$168M	660,017	+128,039	ADD
462	CLIFFORD SWAN INVESTMENT COUNSEL LLC	$167M	657,717	−20,034	TRIM
463	BRAUN STACEY ASSOCIATES INC	$166M	652,506	+205	ADD
464	RITHOLTZ WEALTH MANAGEMENT	$165M	650,779	+67,172	ADD
465	BAHL & GAYNOR INC	$164M	647,413	−56,876	TRIM
466	Snowden Capital Advisors LLC	$163M	644,037	+3,224	ADD
467	MKP Capital Management, L.L.C.	$163M	644,000	+514,000	ADD
468	Henshaw Capital LLC	$163M	643,494	—	NO PRIOR
469	FIRST CITIZENS BANK & TRUST CO	$163M	642,203	−4,161	TRIM
470	First American Bank	$163M	640,727	−832	TRIM
471	Mutual Advisors, LLC	$162M	639,342	−14,796	TRIM
472	JANE STREET GROUP, LLC	$162M	638,692	−4,256,374	TRIM
473	GREENLEAF TRUST	$162M	638,089	−2,195	TRIM
474	EFG International AG	$162M	636,835	+156,116	ADD
475	OLD NATIONAL BANCORP /IN/	$161M	632,673	−10,904	TRIM
476	Envestnet Portfolio Solutions, Inc.	$159M	626,856	−196,882	TRIM
477	Choate Investment Advisors	$158M	624,254	+880	ADD
478	Walleye Capital LLC	$158M	622,500	+424,676	ADD
479	PATTEN & PATTEN INC/TN	$158M	621,500	−16,718	TRIM
480	NORTHEAST INVESTMENT MANAGEMENT	$157M	620,176	−18,434	TRIM
481	MONTRUSCO BOLTON INVESTMENTS INC.	$157M	619,130	−174,280	TRIM
482	VERUS CAPITAL PARTNERS, LLC	$156M	614,413	−24,030	TRIM
483	Dakota Wealth Management	$156M	614,281	−27,341	TRIM
484	Vestmark Advisory Solutions, Inc.	$156M	614,264	+160,879	ADD
485	Americana Partners, LLC	$156M	613,573	+31,485	ADD
486	BECKER CAPITAL MANAGEMENT INC	$156M	612,934	−4,626	TRIM
487	Artisan Partners Limited Partnership	$156M	612,826	−920,554	TRIM
488	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	$155M	612,419	−7,927	TRIM
489	Sigma Planning Corp	$155M	611,864	−9,975	TRIM
490	OneDigital Investment Advisors LLC	$155M	610,187	+11,272	ADD
491	NOMURA HOLDINGS INC	$152M	599,650	+493,810	ADD
492	OAK RIDGE INVESTMENTS LLC	$151M	596,723	+4,124	ADD
493	TOCQUEVILLE ASSET MANAGEMENT L.P.	$151M	593,394	−19,594	TRIM
494	MOGY JOEL R INVESTMENT COUNSEL INC	$150M	592,645	−10,900	TRIM
495	Altshuler Shaham Ltd	$150M	591,698	+368,606	ADD
496	Callan Family Office, LLC	$150M	591,209	−10,500	TRIM
497	ELEVATION POINT WEALTH PARTNERS, LLC	$150M	590,038	+340,950	ADD
498	AG2R LA MONDIALE GESTION D'ACTIFS	$149M	588,417	+237	ADD
499	SIGNATUREFD, LLC	$149M	585,900	+8,622	ADD
500	Generali Asset Management SPA SGR	$148M	583,544	−25,638	TRIM

Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · AAPL

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers: 4 Alan Armstrong R–OK, Cleo Fields D–LA-6, Ed Case D–HI-1, Michael A. Rulli R–OH-6 $254K–$560K
Sellers: 12 Tommy Tuberville R–AL, Kevin Hern R–OK-1, Michael A. Rulli R–OH-6, Sheldon Whitehouse D–RI, Dan Crenshaw R–TX-2, John J. McGuire III R–VA-5, Pete Sessions R–TX-17, Richard McCormick R–GA-7 +4 $395K–$1.2M

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding: 7 Viking Global Investors, Gotham Asset Management, Tudor Investment Corp, Bridgewater Associates, Caxton Associates, Soros Fund Management, Ruane Cunniff & Goldfarb $2.2B held
Trimming: 0 — $0 held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · APPLE INC

Merged timeline of congressional filings and notable-manager moves on AAPL
Date	Who	Change	Size
2026-09-25	Kevin Hern Congress	SELL	$1K–$15K
2026-09-25	Kevin Hern Congress	SELL	$1K–$15K
2026-09-22	Pete Sessions Congress	SELL	$100K–$250K
2026-09-17	Scott Franklin Congress	SELL	$1K–$15K
2026-09-02	John J. McGuire III Congress	SELL	$1K–$15K
2026-09-02	Cleo Fields Congress	BUY	$1K–$15K
2026-08-18	Ed Case Congress	BUY	$1K–$15K
2026-08-14	Richard McCormick Congress	SELL	$1K–$15K
2026-08-13	Shri Thanedar Congress	SELL	$100K–$250K
2026-08-07	Michael A. Rulli Congress	SELL	$1K–$15K
2026-08-07	Michael A. Rulli Congress	SELL	$1K–$15K
2026-08-07	Michael A. Rulli Congress	BUY	$1K–$15K
2026-08-05	Tommy Tuberville Congress	SELL	$50K–$100K
2026-08-05	Tommy Tuberville Congress	SELL	$15K–$50K
2026-08-05	Tommy Tuberville Congress	SELL	$15K–$50K
2026-08-05	Tommy Tuberville Congress	SELL	$15K–$50K
2026-08-05	Tommy Tuberville Congress	SELL	$15K–$50K
2026-08-05	Tommy Tuberville Congress	SELL	$15K–$50K
2026-08-05	Tommy Tuberville Congress	SELL	$15K–$50K
2026-08-05	Tommy Tuberville Congress	SELL	$15K–$50K

20 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

139 members of Congress disclosed AAPL — the congressional view ↗

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).