Public record / Tickers / AAPL

AAPL — Apple Inc.

Both disclosure regimes on one name: who in Congress filed about AAPL, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
897
all PTR rows naming AAPL
Members · 12m
27
25 buys · 34 sells · by trade date
Latest PTR
09-02
filed 2026-09-02
13F holders
500
top-500 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 06:30 UTCno price data — a disclosure record, not a chart

Nancy Pelosi · $5.0M–$25.0M

Sale · traded 2025-12-30 → filed 2026-01-23. Ranked over every AAPL row by the provable lower bound, never a point estimate.

27 members · 25 buys / 34 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

217 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

144 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 144 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING AAPL · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning AAPL
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-09-02John J. McGuire III R–VA-5Sale · partial · SP (partial sale, spouse-owned)Traded 08-18 +15d$1K–$15K
2026-09-02Cleo Fields D–LA-6PurchaseTraded 08-13 +20d$1K–$15K
2026-08-18Ed Case D–HI-1Purchase · SP (spouse-owned)Traded 08-13 +5d$1K–$15K
2026-08-14Richard McCormick R–GA-7SaleTraded 07-30 +15d$1K–$15K
2026-08-13Shri Thanedar D–MI-13Sale · partial (partial sale)Traded 01-09 LATE·216d$100K–$250K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 897 ↗

Members active in AAPL

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing AAPL in the trailing 12 months
MemberRowsNetNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.CommitteesNumber of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
David J. Taylor R–OH-27−$73.0K to $25.0K2
Cleo Fields D–LA-66$354K to $810K1
Ed Case D–HI-14$4.0K to $60.0K1
Lisa C. McClain R–MI-94−$100K to $19.0K2
Nancy Pelosi D–CA-114−$50.0M to −$9.6M
Shelley Moore Capito R–WV4−$95.0K to −$18.0K4
Gilbert Ray Cisneros, Jr. D–CA-313$3.0K to $45.0K2
Alan Armstrong R–OK2$251K to $515K2

27 members in the window; the 8 most active shown · counts of disclosures, not dollars.

Congress ↔ notable managers · AAPL

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

Congress · last 90 days

Buyers
5 Alan Armstrong R–OK, Cleo Fields D–LA-6, Ed Case D–HI-1, Gilbert Ray Cisneros, Jr. D–CA-31, Michael A. Rulli R–OH-6 $255K–$575K
Sellers
10 Tommy Tuberville R–AL, Michael A. Rulli R–OH-6, Sheldon Whitehouse D–RI, Dan Crenshaw R–TX-2, John J. McGuire III R–VA-5, Matt Van Epps R–TN-7, Richard McCormick R–GA-7, Ro Khanna D–CA-17 +2 $293K–$920K

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

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
DateWhoChangeSize
2026-09-02John J. McGuire III CongressSale$1K–$15K
2026-09-02Cleo Fields CongressPurchase$1K–$15K
2026-08-18Ed Case CongressPurchase$1K–$15K
2026-08-14Richard McCormick CongressSale$1K–$15K
2026-08-13Shri Thanedar CongressSale$100K–$250K
2026-08-07Michael A. Rulli CongressSale$1K–$15K
2026-08-07Michael A. Rulli CongressSale$1K–$15K
2026-08-07Michael A. Rulli CongressPurchase$1K–$15K
2026-08-05Tommy Tuberville CongressSale$50K–$100K
2026-08-05Tommy Tuberville CongressSale$15K–$50K
2026-08-05Tommy Tuberville CongressSale$15K–$50K
2026-08-05Tommy Tuberville CongressSale$15K–$50K
2026-08-05Tommy Tuberville CongressSale$15K–$50K
2026-08-05Tommy Tuberville CongressSale$15K–$50K
2026-08-05Tommy Tuberville CongressSale$15K–$50K
2026-08-05Tommy Tuberville CongressSale$15K–$50K
2026-08-04Shelley Moore Capito CongressSale$1K–$15K
2026-07-21Alan Armstrong CongressPurchase$1K–$15K
2026-07-21Alan Armstrong CongressPurchase$250K–$500K
2026-07-16Dan Crenshaw CongressSale$1K–$15K

20 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

full holders view ↗
Top institutional holders of AAPL for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$291B1
2VANGUARD CAPITAL MANAGEMENT LLC$242B1
3STATE STREET CORP$153B1
4GEODE CAPITAL MANAGEMENT, LLC$93.3B1
5VANGUARD PORTFOLIO MANAGEMENT LLC$84.1B1
6FMR LLC$78.0B1
7MORGAN STANLEY$62.0B1
8BERKSHIRE HATHAWAY INC$57.8B1
9JPMORGAN CHASE & CO$57.1B1
10NORTHERN TRUST CORP$40.4B1
11BANK OF AMERICA CORP /DE/$30.6B1
12Legal & General Group Plc$27.4B1
13GOLDMAN SACHS GROUP INC$27.1B1
14UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$26.8B1
15CHARLES SCHWAB INVESTMENT MANAGEMENT INC$26.0B1
16Bank of New York Mellon Corp$23.4B1
17VANGUARD FIDUCIARY TRUST CO$21.4B1
18Nuveen, LLC$19.9B1
19Amundi$18.5B1
20Invesco Ltd.$18.5B1
21ROYAL BANK OF CANADA$17.0B1
22WELLINGTON MANAGEMENT GROUP LLP$16.5B1
23Capital Research Global Investors$16.3B1
24WELLS FARGO & COMPANY/MN$14.9B1
25DIMENSIONAL FUND ADVISORS LP$14.9B1
26Fisher Asset Management, LLC$14.3B1
27UBS Group AG$12.7B1
28FRANKLIN RESOURCES INC$12.3B1
29DEUTSCHE BANK AG\$11.8B1
30AMERIPRISE FINANCIAL INC$11.8B1
31ALLIANCEBERNSTEIN L.P.$11.6B1
32Swiss National Bank$10.9B1
33CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$9.6B1
34Capital International Investors$9.2B1
35BARCLAYS PLC$9.2B1
36HSBC HOLDINGS PLC$9.0B1
37Mitsubishi UFJ Asset Management Co., Ltd.$8.6B1
38JENNISON ASSOCIATES LLC$8.5B1
39Sumitomo Mitsui Trust Group, Inc.$8.4B1
40Vanguard Global Advisers, LLC$8.1B1
41National Pension Service$7.9B1
42MASSACHUSETTS FINANCIAL SERVICES CO /MA/$7.8B1
43RAYMOND JAMES FINANCIAL INC$7.6B1
44H&H International Investment, LLC$7.3B1
45BANK OF MONTREAL /CAN/$6.9B1
46Capital World Investors$6.9B1
47Janus Henderson Group Ltd.$6.8B1
48RHUMBLINE ADVISERS$6.6B1
49CANADA PENSION PLAN INVESTMENT BOARD$6.5B1
50AMERICAN CENTURY COMPANIES INC$6.4B1
51VANGUARD ASSET MANAGEMENT, Ltd$6.4B1
52LPL Financial LLC$6.0B1
53STATE FARM MUTUAL AUTOMOBILE INSURANCE CO$6.0B1
54CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$5.7B1
55CITIGROUP INC$5.7B1
56NORDEA INVESTMENT MANAGEMENT AB$5.6B1
57DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$5.4B1
58PRINCIPAL FINANCIAL GROUP INC$5.4B1
59SCHRODER INVESTMENT MANAGEMENT GROUP$5.1B1
60ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$4.9B1
61Swedbank AB$4.9B1
62VICTORY CAPITAL MANAGEMENT INC$4.7B1
63NATIONAL BANK OF CANADA /FI/$4.6B1
64Mariner, LLC$4.5B1
65NEW YORK STATE COMMON RETIREMENT FUND$4.3B1
66Aberdeen Group plc$4.2B1
67Assenagon Asset Management S.A.$4.2B1
68TD ASSET MANAGEMENT INC$4.2B1
69Neuberger Berman Group LLC$4.0B1
70VOYA INVESTMENT MANAGEMENT LLC$4.0B1
71BNP Paribas Asset Management Holding S.A.$3.8B1
72Russell Investments Group, Ltd.$3.7B1
73Robeco Institutional Asset Management B.V.$3.6B1
74AQR CAPITAL MANAGEMENT LLC$3.6B1
75FAYEZ SAROFIM & CO$3.5B1
76CIBC Bancorp USA Inc.$3.5B1
77ENVESTNET ASSET MANAGEMENT INC$3.4B1
78PRUDENTIAL FINANCIAL INC$3.4B1
79AVIVA PLC$3.4B1
80Clearbridge Investments, LLC$3.3B1
81ADAGE CAPITAL PARTNERS GP, L.L.C.$3.3B1
82Allianz Asset Management GmbH$3.2B1
83STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$3.2B1
84Creative Planning$3.1B1
85Circle Wealth Management, LLC$3.0B1
86HighTower Advisors, LLC$3.0B1
87Quantinno Capital Management LP$3.0B1
88Ensign Peak Advisors, Inc$3.0B1
89BNP PARIBAS FINANCIAL MARKETS$3.0B1
90DANSKE BANK A/S$2.9B1
91MANUFACTURERS LIFE INSURANCE COMPANY, THE$2.9B1
92SEI INVESTMENTS CO$2.9B1
93Universal- Beteiligungs- und Servicegesellschaft mbH$2.8B1
94BANK OF NOVA SCOTIA$2.8B1
95CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$2.8B1
96STIFEL FINANCIAL CORP$2.8B1
97Sanders Capital, LLC$2.8B1
98Korea Investment CORP$2.7B1
99Corient Private Wealth LLC$2.6B1
100US BANCORP \DE\$2.6B1
101FIL Ltd$2.6B1
102Focus Partners Wealth$2.5B1
103Baird Financial Group, Inc.$2.5B1
104ROYAL LONDON ASSET MANAGEMENT LTD$2.5B1
105MACKENZIE FINANCIAL CORP$2.4B1
106Cerity Partners LLC$2.4B1
107Zurcher Kantonalbank (Zurich Cantonalbank)$2.4B1
108Winslow Capital Management, LLC$2.3B1
109ProShare Advisors LLC$2.3B1
110FIFTH THIRD BANCORP$2.3B1
111Pictet Asset Management Holding SA$2.3B1
112Chevy Chase Trust Holdings, LLC$2.3B1
113COMMONWEALTH EQUITY SERVICES, LLC$2.3B1
114PFA Pension, Forsikringsaktieselskab$2.2B1
115MARSHALL WACE, LLP$2.1B1
116JONES FINANCIAL COMPANIES LLLP$2.1B1
117LAZARD ASSET MANAGEMENT LLC$2.1B1
118OSAIC HOLDINGS, INC.$2.0B1
119STOREBRAND ASSET MANAGEMENT AS$2.0B1
120STATE OF WISCONSIN INVESTMENT BOARD$2.0B1
121CAPTRUST FINANCIAL ADVISORS$2.0B1
122HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$1.9B1
123Mitsubishi UFJ Trust & Banking Corp$1.9B1
124Mirae Asset Global Investments Co., Ltd.$1.9B1
125Vanguard Investments Australia, Ltd.$1.9B1
126Daiwa Securities Group Inc.$1.8B1
127LOS ANGELES CAPITAL MANAGEMENT LLC$1.8B1
128NOMURA ASSET MANAGEMENT CO LTD$1.8B1
129Cetera Investment Advisers$1.8B1
130D. E. Shaw & Co., Inc.$1.8B1
131Grantham, Mayo, Van Otterloo & Co. LLC$1.8B1
132TRUIST FINANCIAL CORP$1.7B1
133Rockefeller Capital Management L.P.$1.7B1
134MERCER GLOBAL ADVISORS INC /ADV$1.7B1
135Asset Management One Co., Ltd.$1.7B1
136CREDIT AGRICOLE S A$1.7B1
137Eurizon Capital SGR S.p.A.$1.6B1
138PANAGORA ASSET MANAGEMENT INC$1.6B1
139PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$1.6B1
140KLP KAPITALFORVALTNING AS$1.6B1
141MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$1.5B1
142AustralianSuper Pty Ltd$1.5B1
143WORLDQUANT MILLENNIUM ADVISORS LLC$1.5B1
144Man Group plc$1.5B1
145TWO SIGMA INVESTMENTS, LP$1.5B1
146BLAIR WILLIAM & CO/IL$1.5B1
147MENORA MIVTACHIM HOLDINGS LTD.$1.5B1
148KING LUTHER CAPITAL MANAGEMENT CORP$1.4B1
149Qube Research & Technologies Ltd$1.4B1
150Bank Julius Baer & Co. Ltd, Zurich$1.4B1
151TORONTO DOMINION BANK$1.3B1
152NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$1.3B1
153CIBC Asset Management Inc$1.3B1
154FIRST TRUST ADVISORS LP$1.3B1
155CITADEL ADVISORS LLC$1.3B1
156Retirement Systems of Alabama$1.3B1
157APG Asset Management N.V.$1.3B1
158NEOS Investment Management LLC$1.3B1
1591832 Asset Management L.P.$1.3B1
160Ninety One UK Ltd$1.3B1
161State of New Jersey Common Pension Fund D$1.3B1
162FIRST MANHATTAN CO. LLC.$1.3B1
163SEB Asset Management AB$1.3B1
164KEYBANK NATIONAL ASSOCIATION/OH$1.2B1
165Lansforsakringar Fondforvaltning AB (publ)$1.2B1
166WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$1.2B1
167DnB Asset Management AS$1.2B1
168Calamos Advisors LLC$1.2B1
169PARNASSUS INVESTMENTS, LLC$1.2B1
170MILLENNIUM MANAGEMENT LLC$1.2B1
171TEACHER RETIREMENT SYSTEM OF TEXAS$1.2B1
172FRED ALGER MANAGEMENT, LLC$1.2B1
173M&T BANK CORP$1.2B1
174PUBLIC SECTOR PENSION INVESTMENT BOARD$1.2B1
175FEDERATED HERMES, INC.$1.2B1
176JACOBS LEVY EQUITY MANAGEMENT, INC$1.2B1
177Resona Asset Management Co.,Ltd.$1.1B1
178Tredje AP-fonden$1.1B1
179COMMERCE BANK$1.1B1
180Swiss Life Asset Management Ltd$1.1B1
181TD Waterhouse Canada Inc.$1.1B1
182EVERETT HARRIS & CO /CA/$1.0B1
183NATIXIS$1.0B1
184FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$1.0B1
185XPONANCE LLC$1.0B1
186Arizona State Retirement System$1.0B1
187BROWN ADVISORY INC$1.0B1
188Czech National Bank$1.0B1
189UniSuper Management Pty Ltd$1.0B1
190NISA INVESTMENT ADVISORS, LLC$1.0B1
191MetLife Investment Management, LLC$1.0B1
192Performance Wealth Partners, LLC$996M1
193STATE OF MICHIGAN RETIREMENT SYSTEM$990M1
194SUSQUEHANNA INTERNATIONAL GROUP, LLP$978M1
195Lido Advisors, LLC$975M1
196Clear Street Group Inc.$960M1
197NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$932M1
198Allspring Global Investments Holdings, LLC$913M1
199VIKING GLOBAL INVESTORS LP$912M1
200Life Cycle Investment Partners Ltd$906M1
201O'SHAUGHNESSY ASSET MANAGEMENT, LLC$904M1
202Capital Wealth Planning, LLC$902M1
203CIBC WORLD MARKET INC.$889M1
204Candriam S.C.A.$889M1
205COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$868M1
206GLENMEDE TRUST CO NA$863M1
207NewEdge Advisors, LLC$854M1
208CAPITOLIS LIQUID GLOBAL MARKETS LLC$839M1
209SCOTIA CAPITAL INC.$832M1
210AMF Tjanstepension AB$827M1
211NISSAY ASSET MANAGEMENT CORP /JAPAN$821M1
212Kestra Advisory Services, LLC$801M1
213WESTFIELD CAPITAL MANAGEMENT CO LP$795M1
214RENAISSANCE TECHNOLOGIES LLC$781M1
215IFM Investors Pty Ltd$767M1
216Connor, Clark & Lunn Investment Management Ltd.$767M1
217Zurich Insurance Group Ltd/FI$766M1
218ASSETMARK, INC$757M1
219OP Asset Management Ltd$741M1
220Pathstone Holdings, LLC$739M1
221Woodline Partners LP$730M1
222Gotham Asset Management, LLC$729M1
223OMERS ADMINISTRATION Corp$724M1
224WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST$711M1
225&PARTNERS$706M1
226CWM, LLC$693M1
227Tidal Investments LLC$693M1
228FLOSSBACH VON STORCH SE$688M1
229BROWN BROTHERS HARRIMAN & CO$687M1
230IEQ CAPITAL, LLC$684M1
231GATEWAY INVESTMENT ADVISERS LLC$680M1
232Squarepoint Ops LLC$680M1
233Alecta Tjanstepension Omsesidigt$674M1
234ING GROEP NV$672M1
235FORT WASHINGTON INVESTMENT ADVISORS INC /OH/$670M1
236MML INVESTORS SERVICES, LLC$652M1
237MACQUARIE GROUP LTD$651M1
238Holocene Advisors, LP$633M1
239MAI Capital Management$625M1
240Steward Partners Investment Advisory, LLC$624M1
241Varma Mutual Pension Insurance Co$618M1
242AE Wealth Management LLC$614M1
243QRG CAPITAL MANAGEMENT, INC.$611M1
244BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$606M1
245USS Investment Management Ltd$605M1
246Vanguard Personalized Indexing Management, LLC$599M1
247Utah Retirement Systems$594M1
248BALYASNY ASSET MANAGEMENT L.P.$593M1
249CI INVESTMENTS INC.$592M1
250HUNTINGTON NATIONAL BANK$592M1
251Mediolanum International Funds Ltd$592M1
252Sumitomo Mitsui DS Asset Management Company, Ltd$592M1
253Haverford Trust Co$590M1
254EP Wealth Advisors, LLC$583M1
255Federation des caisses Desjardins du Quebec$576M1
256LONDON CO OF VIRGINIA$576M1
257NEW YORK LIFE INVESTMENT MANAGEMENT LLC$574M1
258Police & Firemen's Retirement System of New Jersey$563M1
259OFI INVEST ASSET MANAGEMENT$558M1
260Private Advisor Group, LLC$556M1
261Andra AP-fonden$553M1
262Compagnie Lombard Odier SCmA$551M1
263Beacon Pointe Advisors, LLC$544M1
264ASR Vermogensbeheer N.V.$543M1
265B. Metzler seel. Sohn & Co. AG$538M1
266Rafferty Asset Management, LLC$536M1
267Empower Advisory Group, LLC$534M1
268BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$529M1
269Hudson Bay Capital Management LP$518M1
270Vinva Investment Management Ltd$513M1
271Sequoia Financial Advisors, LLC$492M1
272Allworth Financial LP$483M1
273Vontobel Holding Ltd.$479M1
274Aware Super Pty Ltd as trustee of Aware Super$474M1
275Sarasin & Partners LLP$467M1
276JOHNSON INVESTMENT COUNSEL INC$466M1
277Cresset Asset Management, LLC$465M1
278Erste Asset Management GmbH$463M1
279BARTLETT & CO. WEALTH MANAGEMENT LLC$456M1
280SATURNA CAPITAL CORP$452M1
281Employees Provident Fund Board$450M1
282UNITED CAPITAL FINANCIAL ADVISORS, LLC$447M1
283PRIMECAP MANAGEMENT CO/CA/$447M1
284Yarbrough Capital, LLC$443M1
285ZACKS INVESTMENT MANAGEMENT$437M1
286FACTORY MUTUAL INSURANCE CO$432M1
287HM PAYSON & CO$430M1
288LGT Group Foundation$428M1
289OREGON PUBLIC EMPLOYEES RETIREMENT FUND$427M1
290WELCH & FORBES LLC$426M1
291JUPITER ASSET MANAGEMENT LTD$416M1
292REGIONS FINANCIAL CORP$415M1
293CONGRESS ASSET MANAGEMENT CO$414M1
294Investment Management Corp of Ontario$412M1
295Empowered Funds, LLC$409M1
296MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$408M1
297JENSEN INVESTMENT MANAGEMENT INC$405M1
298YOUSIF CAPITAL MANAGEMENT, LLC$405M1
299INTECH INVESTMENT MANAGEMENT LLC$404M1
300HB Wealth Management, LLC$403M1
301Wealthfront Advisers LLC$403M1
302Elo Mutual Pension Insurance Co$402M1
303Clark Capital Management Group, Inc.$391M1
304ABN AMRO INVESTMENT SOLUTIONS$389M1
305Sustainable Growth Advisers, LP$387M1
306D.A. DAVIDSON & CO.$387M1
307Rokos Capital Management LLP$384M1
308Evercore Wealth Management, LLC$382M1
309Ethic Inc.$379M1
310Boston Trust Walden Corp$378M1
311DAVENPORT & Co LLC$377M1
312PRUDENTIAL PLC$375M1
313LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA$372M1
314GUGGENHEIM CAPITAL LLC$372M1
315FIDUCIARY TRUST CO$371M1
316GF FUND MANAGEMENT CO. LTD.$370M1
317Pinnacle Financial Partners, Inc.$368M1
318Midwest Trust Co$368M1
319VOLORIDGE INVESTMENT MANAGEMENT, LLC$367M1
320ATALANTA SOSNOFF CAPITAL, LLC$364M1
321SHELTON CAPITAL MANAGEMENT$356M1
322Banco Santander, S.A.$356M1
323CITIZENS FINANCIAL GROUP INC/RI$354M1
324Crestwood Advisors Group, LLC$353M1
325FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$346M1
326NewEdge Wealth, LLC$345M1
327HUB Investment Partners, LLC$341M1
328Raiffeisen Bank International AG$337M1
329Polar Capital Holdings Plc$329M1
330LBP AM SA$326M1
331Alphinity Investment Management Pty Ltd$324M1
332Waverly Advisors, LLC$322M1
333MUFG Securities EMEA plc$319M1
334Crossmark Global Holdings, Inc.$315M1
335BRIDGES INVESTMENT MANAGEMENT INC$314M1
336Epoch Investment Partners, Inc.$313M1
337GROUPAMA ASSET MANAGMENT$311M1
338MARKEL GROUP INC.$311M1
339PINNACLE ASSOCIATES LTD$311M1
340UMB Bank, n.a.$307M1
341MAIRS & POWER INC$307M1
342Quilter Plc$307M1
343Danica Pension, Livsforsikringsaktieselskab$306M1
344BRISTOL JOHN W & CO INC /NY/$305M1
345Greenbrier Partners Capital Management, LLC$300M1
346Equitable Holdings, Inc.$297M1
347Trexquant Investment LP$294M1
348Illinois Municipal Retirement Fund$293M1
349DAVIS R M INC$292M1
350Clearstead Advisors, LLC$292M1
351Perigon Wealth Management, LLC$288M1
352Skandinaviska Enskilda Banken AB (publ)$286M1
353Aptus Capital Advisors, LLC$284M1
354Groupe la Francaise$284M1
355EASTERN BANK$283M1
356OPPENHEIMER & CO INC$281M1
357Union Bancaire Privee, UBP SA$281M1
358SAPIENT CAPITAL LLC$280M1
359Stratos Wealth Partners, LTD.$280M1
360Glenview Trust Co$279M1
361M&G Plc$278M1
362J.W. COLE ADVISORS, INC.$277M1
363Norinchukin Bank, The$276M1
364Capital International, Inc./CA/$276M1
365INDEPENDENT INVESTORS INC$274M1
366EAGLE GLOBAL ADVISORS LLC$271M1
367KESTRA PRIVATE WEALTH SERVICES, LLC$270M1
368Concurrent Investment Advisors, LLC$267M1
369OSSIAM$265M1
370BRADLEY FOSTER & SARGENT INC/CT$263M1
371Farther Finance Advisors, LLC$262M1
372Voleon Capital Management LP$262M1
373Banque Transatlantique SA$262M1
374Avanza Fonder AB$258M1
375Advisors Capital Management, LLC$258M1
376Integrated Wealth Concepts LLC$257M1
377SteelPeak Wealth, LLC$256M1
378NorthCoast Asset Management LLC$253M1
379CAPSTONE INVESTMENT ADVISORS, LLC$250M1
380Merit Financial Group, LLC$250M1
381RJA Asset Management LLC$249M1
382CENTRAL TRUST Co$248M1
383Mesirow Financial Investment Management, Inc.$247M1
384Busey Bank$243M1
385BENJAMIN EDWARDS INC$243M1
386SALEM INVESTMENT COUNSELORS INC$242M1
387EXCHANGE TRADED CONCEPTS, LLC$241M1
388Osmosis Investment Management UK Ltd$241M1
389Evolution Wealth Advisors, LLC$239M1
390Vident Advisory, LLC$237M1
391United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund$237M1
392Baker Avenue Asset Management, LP$236M1
393Silvant Capital Management LLC$236M1
394Laird Norton Wetherby Trust Company, LLC$236M1
395Migdal Insurance & Financial Holdings Ltd.$235M1
396FLPUTNAM INVESTMENT MANAGEMENT CO$235M1
397CHOREO, LLC$234M1
398Apollon Wealth Management, LLC$231M1
399MISSION WEALTH MANAGEMENT, LP$227M1
400Orion Porfolio Solutions, LLC$227M1
401HANCOCK WHITNEY CORP$226M1
402MIZUHO SECURITIES USA LLC$225M1
403CAPITAL ADVISORS INC/OK$223M1
404JOURNEY STRATEGIC WEALTH LLC$223M1
405Advisory Services Network, LLC$223M1
406Independent Advisor Alliance$221M1
407World Investment Advisors$221M1
408Prospera Financial Services Inc$218M1
409Destination Wealth Management$218M1
410Badgley Phelps Wealth Managers, LLC$217M1
411E. Ohman J:or Asset Management AB$216M1
412Atlantic Union Bankshares Corp$216M1
413KCM INVESTMENT ADVISORS LLC$213M1
414HARTFORD INVESTMENT MANAGEMENT CO$212M1
415WESBANCO BANK INC$211M1
416BAILARD, INC.$208M1
417STEPHENS INC /AR/$208M1
418Calamos Wealth Management LLC$208M1
419ABN AMRO Bank N.V.$207M1
420DAYMARK WEALTH PARTNERS, LLC$205M1
421TUDOR INVESTMENT CORP ET AL$203M1
422Savant Capital, LLC$202M1
423RWA WEALTH PARTNERS, LLC$200M1
424Cornerstone Advisors, LLC$198M1
425Phoenix Financial Ltd.$197M1
426NorthRock Partners, LLC$196M1
427Modera Wealth Management, LLC$195M1
428ADAMS DIVERSIFIED EQUITY FUND, INC.$195M1
429WINDWARD CAPITAL MANAGEMENT CO /CA$194M1
430Kingsview Wealth Management, LLC$194M1
431Composition Wealth, LLC$194M1
432Wilmington Savings Fund Society, FSB$193M1
433Livforsakringsbolaget Skandia, Omsesidigt$191M1
434Metis Global Partners, LLC$191M1
435VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.$191M1
436PARSONS CAPITAL MANAGEMENT INC/RI$187M1
437FIRST FINANCIAL BANKSHARES INC$186M1
438Local Pensions Partnership Investment Ltd$186M1
439Cannell & Spears LLC$184M1
440Maryland State Retirement & Pension System$184M1
441COLDSTREAM CAPITAL MANAGEMENT INC$183M1
442Bleakley Financial Group, LLC$182M1
443LOCKHEED MARTIN INVESTMENT MANAGEMENT CO$182M1
444E Fund Management Co., Ltd.$182M1
445MARSICO CAPITAL MANAGEMENT LLC$182M1
446Summit Trail Advisors, LLC$181M1
447MONETA GROUP INVESTMENT ADVISORS LLC$180M1
448Dai-ichi Life Insurance Company, Ltd$179M1
449Golden Unicorn (BVI) Ltd$178M1
450Diversified Trust Co$177M1
451Lombard Odier Asset Management (Switzerland) SA$177M1
452BAILLIE GIFFORD & CO$177M1
453Arkadios Wealth Advisors$176M1
454Biltmore Family Office, LLC$175M1
455Railway Pension Investments Ltd$173M1
456Curi Capital, LLC$170M1
457TOKIO MARINE ASSET MANAGEMENT CO LTD$169M1
458Carnegie Investment Counsel$169M1
459COUNTRY TRUST BANK$168M1
460NICHOLAS COMPANY, INC.$168M1
461Summit Financial, LLC$168M1
462CLIFFORD SWAN INVESTMENT COUNSEL LLC$167M1
463BRAUN STACEY ASSOCIATES INC$166M1
464RITHOLTZ WEALTH MANAGEMENT$165M1
465BAHL & GAYNOR INC$164M1
466Snowden Capital Advisors LLC$163M1
467MKP Capital Management, L.L.C.$163M1
468Henshaw Capital LLC$163M1
469FIRST CITIZENS BANK & TRUST CO$163M1
470First American Bank$163M1
471Mutual Advisors, LLC$162M1
472JANE STREET GROUP, LLC$162M1
473GREENLEAF TRUST$162M1
474EFG International AG$162M1
475OLD NATIONAL BANCORP /IN/$161M1
476Envestnet Portfolio Solutions, Inc.$159M1
477Choate Investment Advisors$158M1
478Walleye Capital LLC$158M1
479PATTEN & PATTEN INC/TN$158M1
480NORTHEAST INVESTMENT MANAGEMENT$157M1
481MONTRUSCO BOLTON INVESTMENTS INC.$157M1
482VERUS CAPITAL PARTNERS, LLC$156M1
483Dakota Wealth Management$156M1
484Vestmark Advisory Solutions, Inc.$156M1
485Americana Partners, LLC$156M1
486BECKER CAPITAL MANAGEMENT INC$156M1
487Artisan Partners Limited Partnership$156M1
488Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$155M1
489Sigma Planning Corp$155M1
490OneDigital Investment Advisors LLC$155M1
491NOMURA HOLDINGS INC$152M1
492OAK RIDGE INVESTMENTS LLC$151M1
493TOCQUEVILLE ASSET MANAGEMENT L.P.$151M1
494MOGY JOEL R INVESTMENT COUNSEL INC$150M1
495Altshuler Shaham Ltd$150M1
496Callan Family Office, LLC$150M1
497ELEVATION POINT WEALTH PARTNERS, LLC$150M1
498AG2R LA MONDIALE GESTION D'ACTIFS$149M1
499SIGNATUREFD, LLC$149M1
500Generali Asset Management SPA SGR$148M1
Truncated by Public Filings. The published aggregate ranks the top 500 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)25 buy / 34 sell
Congress net ($ bound)−$50.5M to −$8.1M
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on AAPL

RETAINED WINDOW · ACTIVE HITS
Signal hits naming AAPL
KindRuleHits
COMMITTEEa disclosed trade in an issuer whose sector falls within a committee the member sat on as of the trade date (versioned mapping; membership dated) — context only: no legal, ethical, or causal conflict is established or implied12 hits
LATEfiled past the STOCK Act's 45-day window AND amount lower bound ≥ $100K2 hits
FIRST FILINGfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against4 hits
CO-OCCURRENCE≥4 distinct members disclosed the same ticker, same side, within a 14-day trade-date window3 hits
LARGEamount lower bound ≥ $250K — the disclosed lower bound, never the upper1 hit

Every rule, with its definition →

Planned modules for AAPL · financials and macro

Financials — as filed PLANNED

AAPL's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: AAPL on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing