Apple Inc.
US ˙ NasdaqGS ˙ US0378331005

SecurityAAPL / Apple Inc.
InstitutionDimensional Fund Advisors Lp
Latest Disclosed Ownership58,554,032 shares
Latest Disclosed Value $ 14,858,199,613
Dimensional Fund Advisors Lp reports 1.70% increase in ownership of AAPL / Apple Inc.

On May 7, 2026 - Dimensional Fund Advisors Lp filed a 13F-HR form disclosing ownership of 58,554,032 shares of Apple Inc. (US:AAPL) valued at $14,860,427,781 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 57,574,200 shares of Apple Inc.. This represents a change in shares of 1.70% during the quarter. The current value of the position is $17,995,996,195 USD.

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)
2026-05-07 2026-03-31 13F APPLE COM 037833100 58,554,032 979,832 1.70 14,858,200 -5.07 3.0865
2026-02-12 2025-12-31 13F APPLE COM 037833100 57,574,200 251,188 0.44 15,652,386 7.24 3.2833
2025-11-12 2025-09-30 13F APPLE COM 037833100 57,323,012 237,403 0.42 14,595,734 24.63 3.1321
2025-08-12 2025-06-30 13F APPLE COM 037833100 57,085,609 656,125 1.16 11,711,245 -6.55 2.7114
2025-05-13 2025-03-31 13F APPLE COM 037833100 56,429,484 2,537,265 4.71 12,532,746 -7.14 3.1152
2025-02-13 2024-12-31 13F APPLE COM 037833100 53,892,219 1,275,216 2.42 13,496,549 10.10 3.2414
2024-11-07 2024-09-30 13F APPLE COM 037833100 52,617,003 -364,805 -0.69 12,258,819 9.84 2.9734
2024-08-09 2024-06-30 13F APPLE COM 037833100 52,981,808 2,785,807 5.55 11,160,183 29.65 2.9150
2024-05-10 2024-03-31 13F APPLE COM 037833100 50,196,001 3,644,262 7.83 8,607,610 -3.96 2.3304
2024-02-07 2023-12-31 13F APPLE COM 037833100 46,551,739 -953,904 -2.01 8,962,942 10.20 2.6172
2023-11-09 2023-09-30 13F APPLE COM 037833100 47,505,643 -505,231 -1.05 8,133,557 -12.65 2.6676
2023-08-09 2023-06-30 13F APPLE COM 037833100 48,010,874 -1,391,352 -2.82 9,311,768 14.31 2.9677
2023-05-12 2023-03-31 13F APPLE COM 037833100 49,402,226 1,018,189 2.10 8,145,858 129,487.31 2.7439
2023-02-09 2022-12-31 13F APPLE COM 037833100 48,384,037 891,690 1.88 6,286 -99.90 1.8573
2022-11-10 2022-09-30 13F APPLE COM 037833100 47,492,347 -1,394,118 -2.85 6,564,704 -1.78 2.5204
2022-08-12 2022-06-30 13F APPLE COM 037833100 48,886,465 53,761 0.11 6,683,921 -21.62 2.3976
2022-05-13 2022-03-31 13F APPLE COM 037833100 48,832,704 -1,435,272 -2.86 8,527,603 -4.46 2.6269
2022-02-09 2021-12-31 13F APPLE COM 037833100 50,267,976 -562,121 -1.11 8,926,107 24.09 2.6988
2021-11-12 2021-09-30 13F APPLE COM 037833100 50,830,097 -301,991 -0.59 7,193,125 2.72 2.3170
2021-08-12 2021-06-30 13F APPLE COM 037833100 51,132,088 1,024,737 2.05 7,002,806 14.50 2.2172
2021-05-14 2021-03-31 13F APPLE COM 037833100 50,107,351 -1,951,155 -3.75 6,115,978 -11.47 2.0229
2021-03-08 2020-12-31 13F/A-2 APPLE COM 037833100 52,058,506 -2,363,948 -4.34 6,908,055 9.62 2.4945
2021-02-11 2020-12-31 13F APPLE COM 037833100 52,058,506 -2,363,948 6,908,055 2,494,822.2828
2020-11-12 2020-09-30 13F APPLE COM 037833100 54,422,454 39,140,593 256.12 6,301,779 13.05 2.6723
2020-08-13 2020-06-30 13F APPLE COM 037833100 15,281,861 -1,043,669 -6.39 5,574,437 34.29 2.4502
2020-05-14 2020-03-31 13F APPLE COM 037833100 16,325,530 -451,201 -2.69 4,151,172 -15.73 2.1626
2020-02-14 2019-12-31 13F APPLE COM 037833100 16,776,731 -1,597,658 -8.70 4,926,288 19.72 1.7953
2019-11-12 2019-09-30 13F APPLE COM 037833100 18,374,389 669,552 3.78 4,114,820 17.42 1.5990
2019-08-13 2019-06-30 13F APPLE COM 037833100 17,704,837 1,238,672 7.52 3,504,437 12.04 1.3607
2019-08-12 2019-03-31 13F/A-2 APPLE COM 037833100 16,466,165 -30,865 -0.19 3,127,715 20.19 1.2457
2019-05-10 2019-03-31 13F APPLE COM 037833100 16,466,165 -30,865 3,127,715
2019-02-26 2018-12-31 13F/A-1 APPLE COM 037833100 16,497,030 212,977 1.31 2,602,209 -29.21 1.1788
2019-02-13 2018-12-31 13F APPLE COM 037833100 16,497,030 212,977 2,602,209
2018-11-13 2018-09-30 13F APPLE COM 037833100 16,284,053 -14,317 -0.09 3,675,846 21.83 1.3992
2018-08-10 2018-06-30 13F APPLE COM 037833100 16,298,370 140,276 0.87 3,017,088 11.29 1.2028
2018-05-11 2018-03-31 13F APPLE COM 037833100 16,158,094 55,050 0.34 2,711,005 -0.53 1.1299
2018-02-12 2017-12-31 13F APPLE COM 037833100 16,103,044 -337,067 -2.05 2,725,404 7.57 1.1298
2017-11-13 2017-09-30 13F APPLE COM 037833100 16,440,111 -51,071 -0.31 2,533,658 6.68 1.1072
2017-08-11 2017-06-30 13F APPLE COM 037833100 16,491,182 -132,328 -0.80 2,375,063 -0.55 1.0966
2017-05-12 2017-03-31 13F APPLE COM 037833100 16,623,510 97,387 0.59 2,388,132 24.76 1.1414
2017-02-09 2016-12-31 13F APPLE COM 037833100 16,526,123 45,124 0.27 1,914,178 2.74 0.9561
2016-11-10 2016-09-30 13F APPLE COM 037833100 16,480,999 422,961 2.63 1,863,094 21.37 1.0070
2016-08-09 2016-06-30 13F APPLE COM 037833100 16,058,038 121,991 0.77 1,535,050 -11.62 0.8833
2016-05-13 2016-03-31 13F APPLE COM 037833100 15,936,047 1,546,949 10.75 1,736,923 14.66 1.0397
2016-02-10 2015-12-31 13F APPLE COM 037833100 14,389,098 1,519,709 11.81 1,514,813 6.71 0.9442
2015-11-13 2015-09-30 13F APPLE COM 037833100 12,869,389 681,622 5.59 1,419,524 -7.14 0.9318
2015-08-14 2015-06-30 13F APPLE COM 037833100 12,187,767 1,233,953 11.27 1,528,660 12.15 0.9360
2015-05-14 2015-03-31 13F APPLE COM 037833100 10,953,814 171,454 1.59 1,363,070 14.50 0.8607
2015-02-06 2014-12-31 13F APPLE COM 037833100 10,782,360 588,009 5.77 1,190,419 15.91 0.7818
2014-11-13 2014-09-30 13F APPLE COM 037833100 10,194,351 115,337 1.14 1,027,053 9.67 0.7277
2014-08-08 2014-06-30 13F APPLE COM 037833100 10,079,014 8,679,604 620.23 936,526 24.68 0.6510
2014-05-14 2014-03-31 13F APPLE COM 037833100 1,399,410 387,003 38.23 751,142 32.25 0.5613
2014-02-12 2013-12-31 13F APPLE COM 037833100 1,012,407 66,321 7.01 567,988 25.92 0.4426
2013-11-13 2013-09-30 13F APPLE COM 037833100 946,086 31,307 3.42 451,072 24.50 0.3904
2013-08-15 2013-06-30 13F APPLE COM 037833100 914,779 914,779 362,303 0.3412
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.