Apple Inc.
CH ˙ SWX ˙ US0378331005
SecurityCH:AAPL / Apple Inc.
InstitutionBaird Financial Group, Inc.
Latest Disclosed Ownership10,001,362 shares
Latest Disclosed Value $ 2,538,245,808
Baird Financial Group, Inc. reports 1.28% increase in ownership of AAPL / Apple Inc.

On May 14, 2026 - Baird Financial Group, Inc. filed a 13F-HR form disclosing ownership of 10,001,362 shares of Apple Inc. (CH:AAPL) valued at $2,538,245,808 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 9,875,218 shares of Apple Inc.. This represents a change in shares of 1.28% 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 10,001,362 126,144 1.28 2,538,246 -5.45 3.9654
2026-02-13 2025-12-31 13F APPLE INC COM COMMON 037833100 9,875,218 133,092 1.37 2,684,677 8.23 4.1849
2025-11-13 2025-09-30 13F APPLE COMMON 037833100 9,742,126 121,763 1.27 2,480,638 25.68 3.9891
2025-08-13 2025-06-30 13F APPLE INC COM COMMON 037833100 9,620,363 17,824 0.19 1,973,810 -7.46 3.4609
2025-05-15 2025-03-31 13F APPLE INC COM COMMON 037833100 9,602,539 45,463 0.48 2,133,012 -10.88 4.1070
2025-02-14 2024-12-31 13F APPLE COMPUTER COMMON 037833100 9,557,076 114,637 1.21 2,393,283 8.78 4.5771
2024-11-14 2024-09-30 13F APPLE COMMON 037833100 9,442,439 -7,793 -0.08 2,200,088 10.53 4.2724
2024-08-14 2024-06-30 13F APPLE COMPUTER COMMON 037833100 9,450,232 91,450 0.98 1,990,408 24.03 4.1289
2024-05-14 2024-03-31 13F APPLE COMPUTER COMMON 037833100 9,358,782 17,660 0.19 1,604,844 -10.76 3.3652
2024-02-14 2023-12-31 13F APPLE COMPUTER COMMON 037833100 9,341,122 688,156 7.95 1,798,446 21.40 4.0986
2023-11-13 2023-09-30 13F APPLE COMPUTER COMMON 037833100 8,652,966 -48,496 -0.56 1,481,475 -12.23 4.0409
2023-08-11 2023-06-30 13F APPLE COMPUTER COMMON 037833100 8,701,462 -2,067,784 -19.20 1,687,823 -4.96 4.4548
2023-05-15 2023-03-31 13F APPLE COMPUTER COMMON 037833100 10,769,246 64,222 0.60 1,775,849 127,658.85 4.3806
2023-02-13 2022-12-31 13F APPLE COMPUTER COMMON 037833100 10,705,024 393,835 3.82 1,391 -99.90 3.6626
2022-11-15 2022-09-30 13F APPLE COMPUTER COMMON 037833100 10,311,189 -67,806 -0.65 1,425,007 0.42 4.1988
2022-08-08 2022-06-30 13F APPLE COMPUTER COMMON 037833100 10,378,995 -141,937 -1.35 1,419,016 -22.76 3.9392
2022-05-13 2022-03-31 13F APPLE COMPUTER COMMON 037833100 10,520,932 -53,493 -0.51 1,837,061 -2.16 4.5395
2022-02-09 2021-12-31 13F APPLE INC COM COMMON 037833100 10,574,425 -90,120 -0.85 1,877,700 24.43 4.3898
2021-11-12 2021-09-30 13F APPLE INC COM COMMON 037833100 10,664,545 9,238 0.09 1,509,034 3.40 3.8595
2021-08-11 2021-06-30 13F APPLE INC COM COMMON 037833100 10,655,307 -92,866 -0.86 1,459,350 11.16 3.7930
2021-05-13 2021-03-31 13F APPLE INC COM COMMON 037833100 10,748,173 -344,807 -3.11 1,312,889 -10.80 3.6822
2021-02-11 2020-12-31 13F APPLE INC COM COMMON 037833100 11,092,980 -1,157 -0.01 1,471,927 14.56 4.4001
2020-11-12 2020-09-30 13F APPLE INC COM COMMON 037833100 11,094,137 8,005,010 259.14 1,284,812 14.01 4.4019
2020-10-22 2020-06-30 13F/A-1 APPLE INC COM COMMON 037833100 3,089,127 -176,590 -5.41 1,126,914 35.70 4.2451
2020-08-14 2020-06-30 13F APPLE INC COM COMMON 037833100 3,344,742 79,025 1,050,009 2,080,879.2793
2020-05-14 2020-03-31 13F APPLE INC COM COMMON 037833100 3,265,717 -246,524 -7.02 830,440 -19.48 3.7925
2020-02-14 2019-12-31 13F APPLE INC COM COMMON 037833100 3,512,241 -19,245 -0.54 1,031,370 30.40 3.7023
2019-11-14 2019-09-30 13F APPLE Common 037833100 3,531,486 37,458 1.07 790,949 14.38 3.1153
2019-08-14 2019-06-30 13F APPLE COMMON 037833100 3,494,028 1,614,861 85.93 691,540 93.74 2.6888
2019-05-14 2019-03-31 13F APPLE COMPUTER COMMON 037833100 1,879,167 -33,869 -1.77 356,948 18.29 2.0872
2019-02-14 2018-12-31 13F Apple COMMON 037833100 1,913,036 97,122 5.35 301,763 -26.88 2.0483
2018-11-13 2018-09-30 13F Apple COMMON 037833100 1,815,914 -54,374 -2.91 412,673 19.24 2.5856
2018-08-13 2018-06-30 13F Apple COMMON 037833100 1,870,288 21,250 1.15 346,085 11.56 2.3490
2018-05-14 2018-03-31 13F Apple COMMON 037833100 1,849,038 -10,348 -0.56 310,232 -1.41 2.1844
2018-02-09 2017-12-31 13F APPLE COMPUTER COMMON 037833100 1,859,386 -11,104 -0.59 314,664 9.15 2.2288
2017-11-14 2017-09-30 13F APPLE COMPUTER COMMON 037833100 1,870,490 -51,628 -2.69 288,280 4.14 2.1744
2017-08-14 2017-06-30 13F APPLE COMPUTER COMMON 037833100 1,922,118 -94,410 -4.68 276,824 -4.44 2.1688
2017-06-19 2017-03-31 13F/A-1 APPLE COMPUTER COMMON 037833100 2,016,528 -45,283 -2.20 289,694 21.31 2.3429
2017-05-09 2017-03-31 13F APPLE COMPUTER COMMON 037833100 2,016,528 289,694
2017-02-10 2016-12-31 13F APPLE COMPUTER COMMON 037833100 2,061,811 37,501 1.85 238,799 4.35 2.0735
2016-11-10 2016-09-30 13F APPLE COMPUTER COMMON 037833100 2,024,310 -96,713 -4.56 228,848 11.73 2.0499
2016-08-11 2016-06-30 13F APPLE COMPUTER COMMON 037833100 2,121,023 89,681 4.41 204,825 -7.48 1.8785
2016-05-12 2016-03-31 13F APPLE COMPUTER COMMON 037833100 2,031,342 205,768 11.27 221,396 15.21 2.1183
2016-02-11 2015-12-31 13F APPLE COMPUTER COMMON 037833100 1,825,574 108,851 6.34 192,160 1.48 1.9220
2015-11-12 2015-09-30 13F APPLE COMPUTER COMMON 037833100 1,716,723 153,137 9.79 189,355 -3.45 2.0132
2015-08-14 2015-06-30 13F APPLE COMPUTER COMMON 037833100 1,563,586 1,563,586 196,113 1.9298
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.