Apple Inc.
CH ˙ SWX ˙ US0378331005
SecurityCH:AAPL / Apple Inc.
InstitutionAviva Plc
Latest Disclosed Ownership13,199,906 shares
Latest Disclosed Value $ 3,350,004,144
Aviva Plc reports 1.78% increase in ownership of AAPL / Apple Inc.

On May 14, 2026 - Aviva Plc filed a 13F-HR form disclosing ownership of 13,199,906 shares of Apple Inc. (CH:AAPL) valued at $3,350,004,144 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 12,969,366 shares of Apple Inc.. This represents a change in shares of 1.78% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-14 2026-03-31 13F APPLE COM 037833100 13,199,906 230,540 1.78 3,350,004 -4.99 5.6202
2026-02-12 2025-12-31 13F APPLE COM 037833100 12,969,366 714,034 5.83 3,525,852 12.99 5.9457
2025-11-13 2025-09-30 13F APPLE COM 037833100 12,255,332 766,791 6.67 3,120,575 32.39 5.6714
2025-08-07 2025-06-30 13F APPLE COM 037833100 11,488,541 724,981 6.74 2,357,104 -1.41 4.8676
2025-05-15 2025-03-31 13F APPLE COM 037833100 10,763,560 1,449,937 15.57 2,390,910 2.51 5.7687
2025-02-13 2024-12-31 13F APPLE COM 037833100 9,313,623 328,937 3.66 2,332,317 11.41 6.0578
2024-11-14 2024-09-30 13F APPLE COM 037833100 8,984,686 268,403 3.08 2,093,432 14.03 5.4240
2024-08-02 2024-06-30 13F APPLE COM 037833100 8,716,283 1,534,894 21.37 1,835,824 49.08 5.0891
2024-05-14 2024-03-31 13F APPLE COM 037833100 7,181,389 -461,393 -6.04 1,231,465 -16.31 4.0547
2024-02-09 2023-12-31 13F APPLE COM 037833100 7,642,782 455,444 6.34 1,471,465 19.58 5.2751
2023-11-13 2023-09-30 13F APPLE COM 037833100 7,187,338 -91,721 -1.26 1,230,544 -12.85 5.1752
2023-08-10 2023-06-30 13F APPLE COM 037833100 7,279,059 296,665 4.25 1,411,919 22.63 5.7500
2023-05-12 2023-03-31 13F APPLE COM 037833100 6,982,394 235,642 3.49 1,151,397 31.35 5.2133
2023-02-14 2022-12-31 13F/A-2 APPLE COM 037833100 6,746,752 742,257 12.36 876,605 5.64 4.3112
2023-02-10 2022-12-31 13F/A-1 APPLE COM 037833100 6,746,752 742,257 33,141 0.1580
2023-02-09 2022-12-31 13F APPLE COM 037833100 6,746,752 742,257 877 4.2117
2022-11-14 2022-09-30 13F APPLE COM 037833100 6,004,495 -10,443 -0.17 829,821 0.91 4.7828
2022-08-04 2022-06-30 13F APPLE COM 037833100 6,014,938 607,842 11.24 822,362 -12.90 4.3757
2022-05-13 2022-03-31 13F APPLE COM 037833100 5,407,096 -741,534 -12.06 944,133 -13.53 4.7204
2022-02-10 2021-12-31 13F APPLE COM 037833100 6,148,630 -337,258 -5.20 1,091,813 18.97 4.5773
2021-11-12 2021-09-30 13F APPLE COM 037833100 6,485,888 -231,055 -3.44 917,753 -0.24 4.0936
2021-08-10 2021-06-30 13F APPLE COM 037833100 6,716,943 -62,634 -0.92 919,952 11.09 4.0354
2021-05-13 2021-03-31 13F APPLE COM 037833100 6,779,577 -434,077 -6.02 828,126 -13.48 4.0451
2021-02-10 2020-12-31 13F APPLE COM 037833100 7,213,654 -24,719 -0.34 957,180 14.18 4.9785
2020-11-12 2020-09-30 13F APPLE COM 037833100 7,238,373 5,207,943 256.49 838,276 13.17 4.9445
2020-08-13 2020-06-30 13F/A-1 APPLE COM 037833100 2,030,430 -68,991 -3.29 740,701 38.74 4.6175
2020-08-13 2020-06-30 13F APPLE COM 037833100 2,030,430 -68,991 740,701 2,242,419.6132
2020-05-14 2020-03-31 13F APPLE COM 037833100 2,099,421 -46,728 -2.18 533,862 -15.29 3.9108
2020-02-10 2019-12-31 13F APPLE COM 037833100 2,146,149 -140,758 -6.15 630,217 23.04 3.8170
2019-11-12 2019-09-30 13F APPLE COM 037833100 2,286,907 207,728 9.99 512,198 24.47 3.4711
2019-07-30 2019-06-30 13F APPLE COM 037833100 2,079,179 -98,903 -4.54 411,511 -0.54 2.8267
2019-05-14 2019-03-31 13F APPLE COM 037833100 2,178,082 4,648 0.21 413,727 20.68 2.7755
2019-02-12 2018-12-31 13F APPLE COM 037833100 2,173,434 -548,016 -20.14 342,837 -44.19 2.5568
2018-11-13 2018-09-30 13F APPLE COM 037833100 2,721,450 -323,698 -10.63 614,340 8.99 3.3682
2018-08-01 2018-06-30 13F APPLE COM 037833100 3,045,148 19,410 0.64 563,687 11.04 3.3271
2018-05-14 2018-03-31 13F APPLE COM 037833100 3,025,738 -279,164 -8.45 507,659 -9.23 3.1041
2018-02-13 2017-12-31 13F APPLE COM 037833100 3,304,902 -455,014 -12.10 559,289 -3.42 3.1665
2017-11-13 2017-09-30 13F APPLE COM 037833100 3,759,916 -5,385 -0.14 579,065 6.78 3.1161
2017-08-07 2017-06-30 13F APPLE COM 037833100 3,765,301 50,517 1.36 542,317 1.61 3.0313
2017-05-15 2017-03-31 13F APPLE COM 037833100 3,714,784 -256,245 -6.45 533,740 16.01 3.0549
2017-02-13 2016-12-31 13F APPLE COM 037833100 3,971,029 -9,764 -0.25 460,084 2.26 2.7481
2016-11-14 2016-09-30 13F APPLE COM 037833100 3,980,793 165,479 4.34 449,909 23.34 2.8072
2016-08-05 2016-06-30 13F APPLE COM 037833100 3,815,314 223,125 6.21 364,783 -6.83 2.4995
2016-05-12 2016-03-31 13F APPLE COM 037833100 3,592,189 -34,504 -0.95 391,512 2.56 2.9097
2016-02-11 2015-12-31 13F APPLE COM 037833100 3,626,693 93,404 2.64 381,745 -2.05 2.8948
2015-11-12 2015-09-30 13F APPLE COM 037833100 3,533,289 -466,489 -11.66 389,722 -22.32 3.2288
2015-08-06 2015-06-30 13F APPLE COM 037833100 3,999,778 -44,419 -1.10 501,692 -0.30 3.5491
2015-05-14 2015-03-31 13F APPLE COM 037833100 4,044,197 4,044,197 0.00 503,220 3.4484
2015-02-05 2014-12-31 13F/A-1 APPLE COM 037833100 0 -3,805,706 -100.00 0 -100.00
2014-11-13 2014-09-30 13F APPLE COM 037833100 3,805,706 -173,990 -4.37 383,424 3.67 3.0349
2014-08-13 2014-06-30 13F APPLE COM 037833100 3,979,696 3,390,950 575.96 369,833 17.03 2.8273
2014-05-14 2014-03-31 13F APPLE COM 037833100 588,746 -5,003 -0.84 316,004 -5.15 2.5608
2014-02-13 2013-12-31 13F APPLE COM 037833100 593,749 -49,535 -7.70 333,158 8.63 2.7848
2013-11-13 2013-09-30 13F APPLE COM 037833100 643,284 58,181 9.94 306,686 32.34 2.6894
2013-08-01 2013-06-30 13F APPLE COM 037833100 585,103 585,103 231,747 2.3427
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.