Apple Inc.
CO ˙ BVC ˙ US0378331005
DETTE SYMBOL ER IKKE LÆNGERE AKTIVT
SecurityCO:AAPL / Apple Inc.
InstitutionFinancial Engines Advisors L.L.C.
Latest Disclosed Ownership182,422 shares
Latest Disclosed Value $ 46,296,884
Financial Engines Advisors L.L.C. reports 3.20% increase in ownership of AAPL / Apple Inc.

On May 14, 2026 - Financial Engines Advisors L.L.C. filed a 13F-HR form disclosing ownership of 182,422 shares of Apple Inc. (CO:AAPL) valued at $46,296,884 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 176,774 shares of Apple Inc.. This represents a change in shares of 3.20% 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.

Upgrade to unlock premium data and export to Excel .

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 182,422 5,648 3.20 46,297 -3.66 0.0940
2026-02-12 2025-12-31 13F APPLE COM 037833100 176,774 -16,609 -8.59 48,058 -2.40 0.0911
2025-11-17 2025-09-30 13F APPLE COM 037833100 193,383 -2,114 -1.08 49,241 22.77 0.0940
2025-08-14 2025-06-30 13F APPLE COM 037833100 195,497 28,061 16.76 40,110 7.84 0.0801
2025-05-12 2025-03-31 13F APPLE COM 037833100 167,436 11,689 7.51 37,193 -4.64 0.0798
2025-02-12 2024-12-31 13F APPLE COM 037833100 155,747 44,113 39.52 39,002 49.95 0.0821
2024-11-12 2024-09-30 13F APPLE COM 037833100 111,634 -939 -0.83 26,011 9.70 0.0543
2024-08-14 2024-06-30 13F APPLE COM 037833100 112,573 19,932 21.52 23,710 49.25 0.0527
2024-05-13 2024-03-31 13F APPLE COM 037833100 92,641 -9,311 -9.13 15,886 -19.06 0.0358
2024-02-13 2023-12-31 13F APPLE Common Stock 037833100 101,952 17,357 20.52 19,629 35.52 0.0463
2023-11-13 2023-09-30 13F APPLE Common Stock 037833100 84,595 -11,609 -12.07 14,483 -22.38 0.0381
2023-08-11 2023-06-30 13F APPLE Common Stock 037833100 96,204 7,778 8.80 18,661 27.97 0.0473
2023-05-12 2023-03-31 13F APPLE Common Stock 037833100 88,426 5,975 7.25 14,582 36.12 0.0387
2023-02-14 2022-12-31 13F APPLE Common Stock 037833100 82,451 3,950 5.03 10,713 -1.25 0.0306
2022-11-10 2022-09-30 13F APPLE Common Stock 037833100 78,501 -2,877 -3.54 10,848 -2.49 0.0354
2022-08-11 2022-06-30 13F Apple Common Stock 037833100 81,378 10,328 14.54 11,125 -10.33 0.0339
2022-05-12 2022-03-31 13F Apple Common Stock 037833100 71,050 19,100 36.77 12,406 34.48 0.0331
2022-02-10 2021-12-31 13F Apple Common Stock 037833100 51,950 14,568 38.97 9,225 74.42 0.0245
2021-11-12 2021-09-30 13F Apple Common Stock 037833100 37,382 37,382 5,289 0.0156
2021-08-12 2021-06-30 13F Apple Common Stock 037833100 0 -45,136 -100.00 0 -100.00
2021-05-12 2021-03-31 13F/A-1 Apple Common Stock 037833100 45,136 -20,325 -31.05 5,513 -36.53 0.0172
2021-05-12 2021-03-31 13F Apple Common Stock 037833100 45,136 5,513 0.0172
2021-02-11 2020-12-31 13F Apple Common Stock 037833100 65,461 12,490 23.58 8,686 41.58 0.0296
2020-11-12 2020-09-30 13F Apple Common Stock 037833100 52,971 37,916 251.85 6,135 11.71 0.0244
2020-08-13 2020-06-30 13F Apple Common Stock 037833100 15,055 7,731 105.56 5,492 194.95 0.0240
2020-05-13 2020-03-31 13F Apple Common Stock 037833100 7,324 1,431 24.28 1,862 7.57 0.0100
2020-02-13 2019-12-31 13F Apple Common Stock 037833100 5,893 4,015 213.79 1,731 311.16 0.0084
2019-11-08 2019-09-30 13F APPLE COM 037833100 1,878 1,878 421 0.0023
2019-02-08 2018-12-31 13F APPLE COM 037833100 0 -22 -100.00 0 -100.00
2018-11-02 2018-09-30 13F APPLE COM 037833100 22 0 0.00 5 25.00 0.0001
2018-07-27 2018-06-30 13F APPLE COM 037833100 22 22 4 0.0001
2018-05-02 2018-03-31 13F APPLE COM 037833100 0 -444 -100.00 0 -100.00
2018-02-02 2017-12-31 13F APPLE COM 037833100 444 -1,672 -79.02 75 -76.99 0.0022
2017-11-07 2017-09-30 13F APPLE COM 037833100 2,116 2,116 326 0.0109
2017-08-02 2017-06-30 13F APPLE COM 037833100 0 -24 -100.00 0 -100.00
2017-05-03 2017-03-31 13F APPLE COM 037833100 24 24 3 0.0001
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.