Apple Inc.
CH ˙ SWX ˙ US0378331005
SecurityCH:AAPL / Apple Inc.
InstitutionJacobs Levy Equity Management, Inc
Latest Disclosed Ownership4,548,328 shares
Latest Disclosed Value $ 1,154,320,163
Jacobs Levy Equity Management, Inc reports 4.38% decrease in ownership of AAPL / Apple Inc.

On May 15, 2026 - Jacobs Levy Equity Management, Inc filed a 13F-HR form disclosing ownership of 4,548,328 shares of Apple Inc. (CH:AAPL) valued at $1,154,320,163 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 4,756,835 shares of Apple Inc.. This represents a change in shares of -4.38% 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)
2026-05-15 2026-03-31 13F APPLE COM 037833100 4,548,328 -208,507 -4.38 1,154,320 -10.74 4.8525
2026-02-13 2025-12-31 13F APPLE COM 037833100 4,756,835 -471,437 -9.02 1,293,193 -2.86 4.9936
2025-11-17 2025-09-30 13F APPLE COM 037833100 5,228,272 -666,379 -11.30 1,331,275 10.08 5.2890
2025-08-14 2025-06-30 13F APPLE COM 037833100 5,894,651 -959,807 -14.00 1,209,406 -20.57 4.7417
2025-05-15 2025-03-31 13F APPLE COM 037833100 6,854,458 -50,097 -0.73 1,522,581 -11.94 6.0395
2025-02-14 2024-12-31 13F APPLE COM 037833100 6,904,555 651,197 10.41 1,729,039 18.67 6.1173
2024-11-14 2024-09-30 13F APPLE COM 037833100 6,253,358 -40,427 -0.64 1,457,032 9.92 5.6189
2024-08-14 2024-06-30 13F APPLE COM 037833100 6,293,785 -554,284 -8.09 1,325,597 12.88 5.4820
2024-05-15 2024-03-31 13F APPLE COM 037833100 6,848,069 805,378 13.33 1,174,307 0.94 5.2479
2024-02-14 2023-12-31 13F APPLE COM 037833100 6,042,691 304,544 5.31 1,163,399 18.42 5.8612
2023-11-17 2023-09-30 13F APPLE COM 037833100 5,738,147 -83,743 -1.44 982,428 -13.00 5.8189
2023-08-14 2023-06-30 13F APPLE COM 037833100 5,821,890 31,346 0.54 1,129,272 18.27 6.5083
2023-05-15 2023-03-31 13F APPLE COM 037833100 5,790,544 1,856,005 47.17 954,861 86.78 5.8522
2023-02-14 2022-12-31 13F APPLE COM 037833100 3,934,539 821,128 26.37 511,215 18.81 3.4589
2022-11-15 2022-09-30 13F APPLE COM 037833100 3,113,411 288,214 10.20 430,273 11.39 3.4014
2022-08-15 2022-06-30 13F APPLE COM 037833100 2,825,197 6,217 0.22 386,261 -21.53 2.9901
2022-05-16 2022-03-31 13F APPLE COM 037833100 2,818,980 338,565 13.65 492,222 11.76 3.3110
2022-02-14 2021-12-31 13F APPLE COM 037833100 2,480,415 -183,293 -6.88 440,447 16.86 2.9491
2021-11-15 2021-09-30 13F APPLE COM 037833100 2,663,708 45,975 1.76 376,915 5.13 2.5378
2021-08-16 2021-06-30 13F APPLE COM 037833100 2,617,733 -33,718 -1.27 358,525 10.70 2.4304
2021-05-17 2021-03-31 13F APPLE COM 037833100 2,651,451 12,041 0.46 323,875 -7.52 2.4983
2021-02-16 2020-12-31 13F APPLE COM 037833100 2,639,410 -79,261 -2.92 350,223 11.24 3.0711
2020-11-16 2020-09-30 13F APPLE COM 037833100 2,718,671 2,078,309 324.55 314,849 34.78 3.2634
2020-08-17 2020-06-30 13F APPLE COM 037833100 640,362 -4,956 -0.77 233,604 42.36 2.5299
2020-05-15 2020-03-31 13F APPLE COM 037833100 645,318 22,376 3.59 164,098 -10.29 2.1085
2020-02-14 2019-12-31 13F APPLE COM 037833100 622,942 162,938 35.42 182,927 77.55 1.7947
2019-11-14 2019-09-30 13F APPLE COM 037833100 460,004 30,518 7.11 103,027 21.20 1.2644
2019-08-13 2019-06-30 13F APPLE COM 037833100 429,486 -58,406 -11.97 85,004 -8.28 1.1761
2019-05-14 2019-03-31 13F APPLE COM 037833100 487,892 -34,553 -6.61 92,675 12.46 1.3373
2019-02-14 2018-12-31 13F APPLE COM 037833100 522,445 -4,711 -0.89 82,410 -30.75 1.4485
2018-11-14 2018-09-30 13F APPLE COM 037833100 527,156 -79,103 -13.05 119,000 6.04 1.6880
2018-08-14 2018-06-30 13F APPLE COM 037833100 606,259 -94,560 -13.49 112,225 -4.56 1.7640
2018-05-15 2018-03-31 13F APPLE COM 037833100 700,819 -4,630 -0.66 117,583 -1.51 1.9568
2018-02-13 2017-12-31 13F APPLE COM 037833100 705,449 67,560 10.59 119,383 21.43 2.0981
2017-11-14 2017-09-30 13F APPLE COMPUTER COM 037833100 637,889 -17,282 -2.64 98,311 4.19 1.9111
2017-11-09 2017-06-30 13F/A-1 APPLE COM 037833100 655,171 -7,198 -1.09 94,358 -0.84 2.0175
2017-08-14 2017-06-30 13F APPLE COM 037833100 655,171 -7,198 94,358
2017-05-12 2017-03-31 13F APPLE COM 037833100 662,369 -291,237 -30.54 95,156 -13.84 1.9236
2017-02-14 2016-12-31 13F APPLE COM 037833100 953,606 -46,883 -4.69 110,447 -2.35 2.1326
2016-11-14 2016-09-30 13F APPLE COM 037833100 1,000,489 -214,495 -17.65 113,105 -2.62 2.0204
2016-08-15 2016-06-30 13F APPLE COM 037833100 1,214,984 129,891 11.97 116,152 -1.79 2.4054
2016-05-16 2016-03-31 13F APPLE COM 037833100 1,085,093 -169,975 -13.54 118,264 -10.48 2.5050
2016-02-16 2015-12-31 13F APPLE COMPUTER COM 037833100 1,255,068 -133,648 -9.62 132,108 -13.75 2.6243
2015-11-16 2015-09-30 13F APPLE COM 037833100 1,388,716 -61,174 -4.22 153,175 -15.77 3.1420
2015-08-14 2015-06-30 13F APPLE COM 037833100 1,449,890 -300,497 -17.17 181,852 -16.51 3.4587
2015-05-15 2015-03-31 13F APPLE COMPUTER COM 037833100 1,750,387 -49,717 -2.76 217,801 9.62 3.7070
2015-02-17 2014-12-31 13F APPLE COMPUTER COM 037833100 1,800,104 -197,623 -9.89 198,695 -1.28 3.4039
2014-11-14 2014-09-30 13F APPLE COM 037833100 1,997,727 -62,070 -3.01 201,271 5.15 3.3621
2014-08-14 2014-06-30 13F APPLE COM 037833100 2,059,797 1,766,116 601.37 191,417 21.43 3.1681
2014-05-15 2014-03-31 13F APPLE COMPUTER COM 037833100 293,681 -1,189 -0.40 157,630 -4.71 2.6408
2014-02-14 2013-12-31 13F APPLE COMPUTER COM 037833100 294,870 28,004 10.49 165,428 30.02 2.4850
2013-11-14 2013-09-30 13F APPLE COM 037833100 266,866 -45,841 -14.66 127,228 2.60 2.1549
2013-08-14 2013-06-30 13F APPLE COM 037833100 312,707 312,707 123,998 2.1903
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.