Apple Inc.
CH ˙ SWX ˙ US0378331005
SecurityCH:AAPL / Apple Inc.
InstitutionJupiter Asset Management Ltd
Latest Disclosed Ownership1,639,701 shares
Latest Disclosed Value $ 416,139,717
Jupiter Asset Management Ltd reports 3.69% increase in ownership of AAPL / Apple Inc.

On May 12, 2026 - Jupiter Asset Management Ltd filed a 13F-HR form disclosing ownership of 1,639,701 shares of Apple Inc. (CH:AAPL) valued at $416,139,717 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 1,581,364 shares of Apple Inc.. This represents a change in shares of 3.69% 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)
2026-05-12 2026-03-31 13F APPLE COM* 037833100 1,639,701 58,337 3.69 416,140 -3.20 1.7531
2026-02-10 2025-12-31 13F APPLE COM 037833100 1,581,364 78,567 5.23 429,910 12.35 3.4412
2025-11-10 2025-09-30 13F APPLE COM 037833100 1,502,797 -184,554 -10.94 382,657 10.53 3.2850
2025-08-08 2025-06-30 13F APPLE COM 037833100 1,687,351 -104,304 -5.82 346,194 -13.01 2.8885
2025-05-09 2025-03-31 13F APPLE COM 037833100 1,791,655 196,610 12.33 397,980 -0.36 3.8148
2025-02-10 2024-12-31 13F APPLE COM 037833100 1,595,045 -345,674 -17.81 399,431 -11.67 3.8957
2024-11-12 2024-09-30 13F APPLE COM 037833100 1,940,719 120,260 6.61 452,188 17.93 3.9626
2024-08-08 2024-06-30 13F APPLE COM 037833100 1,820,459 -476,549 -20.75 383,425 -2.66 3.6228
2024-05-10 2024-03-31 13F APPLE COM 037833100 2,297,008 535,917 30.43 393,891 16.17 3.7602
2024-02-09 2023-12-31 13F APPLE COM 037833100 1,761,091 -4,907 -0.28 339,063 12.14 3.3606
2023-11-09 2023-09-30 13F APPLE COM 037833100 1,765,998 -42,911 -2.37 302,357 -13.74 3.3459
2023-08-10 2023-06-30 13F APPLE COM 037833100 1,808,909 454,039 33.51 350,530 56.97 3.8312
2023-05-10 2023-03-31 13F APPLE COM 037833100 1,354,870 -56,432 -4.00 223,310 21.80 3.0856
2023-02-10 2022-12-31 13F APPLE COM 037833100 1,411,302 -122,017 -7.96 183,342 -13.48 2.6816
2022-11-10 2022-09-30 13F APPLE COM 037833100 1,533,319 -16,788 -1.08 211,905 -0.04 3.2754
2022-08-10 2022-06-30 13F APPLE COM 037833100 1,550,107 -63,820 -3.95 211,992 -24.80 2.9819
2022-05-11 2022-03-31 13F APPLE COM 037833100 1,613,927 -86,026 -5.06 281,905 -6.94 3.3444
2022-02-11 2021-12-31 13F APPLE COM 037833100 1,699,953 -110,126 -6.08 302,932 18.43 3.3241
2021-11-10 2021-09-30 13F APPLE COM 037833100 1,810,079 -67,224 -3.58 255,800 -0.48 2.8977
2021-08-10 2021-06-30 13F APPLE COM 037833100 1,877,303 -1,024,338 -35.30 257,040 72,510.17 2.6476
2021-05-12 2021-03-31 13F APPLE COM 037833100 2,901,641 51,854 1.82 354 -6.10 3.4865
2021-02-10 2020-12-31 13F APPLE COM 037833100 2,849,787 -256,338 -8.25 378 5.01 3.8084
2020-11-10 2020-09-30 13F APPLE COM 037833100 3,106,125 3,029,421 3,949.50 359 -98.72 3.7857
2020-08-11 2020-06-30 13F APPLE COM 037833100 76,704 76,704 27,966 0.9323
2019-05-13 2019-03-31 13F APPLE COM 037833100 0 -204,503 -100.00 0 -100.00
2019-02-11 2018-12-31 13F APPLE COM 037833100 204,503 0 0.00 32,297 -30.05 1.1334
2018-11-09 2018-09-30 13F APPLE COM 037833100 204,503 -10,271 -4.78 46,169 17.53 1.3221
2018-08-13 2018-06-30 13F/A-1 APPLE COM 037833100 214,774 -39,637 -15.58 39,284 -7.97 1.1495
2018-08-10 2018-06-30 13F APPLE COM 037833100 214,774 -39,637 39,284
2018-05-11 2018-03-31 13F APPLE COM 037833100 254,411 -13,677 -5.10 42,685 -5.92 1.2985
2018-02-12 2017-12-31 13F APPLE COM 037833100 268,088 -56,737 -17.47 45,369 -9.37 1.3056
2017-11-13 2017-09-30 13F APPLE COM 037833100 324,825 0 0.00 50,062 7.01 1.7061
2017-08-11 2017-06-30 13F APPLE COM 037833100 324,825 -193,200 -37.30 46,781 -37.14 1.6227
2017-05-11 2017-03-31 13F APPLE COM 037833100 518,025 -13,700 -2.58 74,419 20.84 2.7179
2017-02-10 2016-12-31 13F APPLE COM 037833100 531,725 -37,100 -6.52 61,584 -4.23 2.2997
2016-11-14 2016-09-30 13F APPLE COM 037833100 568,825 -15,700 -2.69 64,306 15.08 2.4286
2016-08-10 2016-06-30 13F APPLE COM 037833100 584,525 -106,900 -15.46 55,881 -25.85 2.1353
2016-05-11 2016-03-31 13F APPLE COM 037833100 691,425 0 0.00 75,358 3.54 2.8639
2016-02-12 2015-12-31 13F APPLE COM 037833100 691,425 0 0.00 72,779 -4.57 2.6683
2015-11-12 2015-09-30 13F APPLE COM 037833100 691,425 15,773 2.33 76,264 -10.01 2.9810
2015-11-06 2015-06-30 13F/A-1 APPLE COM 037833100 675,652 203 0.03 84,744 0.83 2.9737
2015-08-10 2015-06-30 13F APPLE COM 037833100 675,652 84,744
2015-05-14 2015-03-31 13F APPLE COM 037833100 675,449 -22,003 -3.15 84,046 9.17 2.9286
2015-02-09 2014-12-31 13F APPLE COM 037833100 697,452 0 0.00 76,985 9.56 2.4935
2014-11-07 2014-09-30 13F APPLE COM 037833100 697,452 -23,569 -3.27 70,268 4.87 2.3483
2014-08-11 2014-06-30 13F APPLE COM 037833100 721,021 620,333 616.09 67,004 23.98 2.1235
2014-04-03 2014-03-31 13F APPLE COM 037833100 100,688 -70 -0.07 54,043 -4.39 1.7402
2014-01-07 2013-12-31 13F APPLE COM 037833100 100,758 4,772 4.97 56,527 23.53 2.1945
2013-10-09 2013-09-30 13F APPLE COM 037833100 95,986 50 0.05 45,761 20.43 2.0135
2013-07-25 2013-06-30 13F APPLE COM 037833100 95,936 95,936 37,998 1.6968
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.