Apple Inc.
CH ˙ SWX ˙ US0378331005
SecurityCH:AAPL / Apple Inc.
InstitutionBessemer Group Inc
Latest Disclosed Ownership11,928,565 shares
Latest Disclosed Value $ 3,027,352
Bessemer Group Inc reports 2.75% decrease in ownership of AAPL / Apple Inc.

On May 6, 2026 - Bessemer Group Inc filed a 13F-HR form disclosing ownership of 11,928,565 shares of Apple Inc. (CH:AAPL) valued at $3,027,352 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 12,265,721 shares of Apple Inc.. This represents a change in shares of -2.75% 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)
2026-05-06 2026-03-31 13F APPLE SC 037833100 11,928,565 -337,156 -2.75 3,027 -9.21 4.7586
2026-02-05 2025-12-31 13F APPLE SC 037833100 12,265,721 321,991 2.70 3,335 9.63 5.1198
2025-11-05 2025-09-30 13F APPLE SC 037833100 11,943,730 411,092 3.56 3,041 28.53 4.6512
2025-08-01 2025-06-30 13F APPLE SC 037833100 11,532,638 317,787 2.83 2,366 -5.02 3.8410
2025-04-23 2025-03-31 13F APPLE SC 037833100 11,214,851 -1,187,172 -9.57 2,491 -19.77 4.4664
2025-02-13 2024-12-31 13F APPLE SC 037833100 12,402,023 -713,709 -5.44 3,106 1.64 5.0695
2024-11-12 2024-09-30 13F APPLE SC 037833100 13,115,732 831,539 6.77 3,056 18.09 5.0335
2024-08-13 2024-06-30 13F APPLE SC 037833100 12,284,193 395,780 3.33 2,587 26.94 4.5630
2024-08-13 2024-03-31 13F/A-1 APPLE SC 037833100 11,888,413 -828,475 -6.51 2,039 -16.75 3.6844
2024-05-13 2024-03-31 13F APPLE SC 037833100 11,888,413 -828,475 2,039 3.6844
2024-02-09 2023-12-31 13F APPLE SC 037833100 12,716,888 -506,048 -3.83 2,448 8.17 4.7702
2023-11-13 2023-09-30 13F APPLE SC 037833100 13,222,936 -430,452 -3.15 2,264 -14.54 4.9704
2023-08-10 2023-06-30 13F APPLE SC 037833100 13,653,388 197,515 1.47 2,648 19.39 5.6190
2023-05-10 2023-03-31 13F APPLE SC 037833100 13,455,873 -478,069 -3.43 2,219 22.54 5.2669
2023-02-13 2022-12-31 13F APPLE SC 037833100 13,933,942 -78,708 -0.56 1,810 -99.91 4.4095
2022-11-09 2022-09-30 13F APPLE SC 037833100 14,012,650 39,483 0.28 1,936,549 1.37 5.0540
2022-08-10 2022-06-30 13F APPLE SC 037833100 13,973,167 -1,050,666 -6.99 1,910,412 -27.18 4.7637
2022-05-12 2022-03-31 13F APPLE SC 037833100 15,023,833 119,079 0.80 2,623,311 -0.88 5.5036
2022-01-27 2021-12-31 13F APPLE SC 037833100 14,904,754 -114,440 -0.76 2,646,636 24.53 5.3035
2021-11-12 2021-09-30 13F APPLE SC 037833100 15,019,194 405,853 2.78 2,125,216 6.18 4.5322
2021-08-06 2021-06-30 13F APPLE SC 037833100 14,613,341 346,418 2.43 2,001,442 14.85 4.3439
2021-05-13 2021-03-31 13F APPLE SC 037833100 14,266,923 527,867 3.84 1,742,704 -4.41 4.1757
2021-02-09 2020-12-31 13F APPLE SC 037833100 13,739,056 292,494 2.18 1,823,034 17.07 4.8174
2020-11-12 2020-09-30 13F APPLE SC 037833100 13,446,562 10,209,185 315.35 1,557,246 31.86 4.6020
2020-08-05 2020-06-30 13F APPLE SC 037833100 3,237,377 562,209 21.02 1,180,995 73.61 3.7280
2020-04-30 2020-03-31 13F APPLE SC 037833100 2,675,168 44,174 1.68 680,269 -11.95 2.7399
2020-02-04 2019-12-31 13F APPLE SC 037833100 2,630,994 -244,515 -8.50 772,590 19.96 2.5009
2019-11-07 2019-09-30 13F APPLE SC 037833100 2,875,509 613,666 27.13 644,029 43.86 2.2992
2019-07-19 2019-06-30 13F APPLE SC 037833100 2,261,843 -1,604 -0.07 447,664 4.12 1.5081
2019-05-13 2019-03-31 13F APPLE SC 037833100 2,263,447 -349,770 -13.38 429,942 4.30 1.6507
2019-05-21 2018-12-31 13F/A-1 APPLE SC 037833100 2,613,217 -649,653 -19.91 412,209 -44.04 1.7954
2019-02-12 2018-12-31 13F APPLE SC 037833100 2,613,217 -649,653 412,209 1.7947
2018-11-06 2018-09-30 13F APPLE SC 037833100 3,262,870 -102,752 -3.05 736,562 18.23 2.7423
2018-07-25 2018-06-30 13F APPLE SC 037833100 3,365,622 -17,713 -0.52 623,011 9.75 2.4164
2018-05-10 2018-03-31 13F APPLE SC 037833100 3,383,335 -171,893 -4.83 567,656 -5.65 2.2084
2018-01-30 2017-12-31 13F APPLE SC 037833100 3,555,228 -261,876 -6.86 601,653 2.27 2.3350
2017-11-03 2017-09-30 13F APPLE SC 037833100 3,817,104 -456,755 -10.69 588,293 -4.42 2.3471
2017-07-27 2017-06-30 13F APPLE SC 037833100 4,273,859 -3,249 -0.08 615,522 0.17 2.4803
2017-05-12 2017-03-31 13F APPLE SC 037833100 4,277,108 -767,816 -15.22 614,450 5.16 2.5624
2017-02-07 2016-12-31 13F APPLE SC 037833100 5,044,924 431,875 9.36 584,303 12.04 2.6915
2016-11-10 2016-09-30 13F APPLE SC 037833100 4,613,049 1,350 0.03 521,505 18.29 2.6228
2016-08-11 2016-06-30 13F APPLE SC 037833100 4,611,699 -698,214 -13.15 440,880 -23.82 2.4175
2016-05-11 2016-03-31 13F APPLE SC 037833100 5,309,913 -766,489 -12.61 578,728 -9.52 3.2666
2016-02-12 2015-12-31 13F APPLE SC 037833100 6,076,402 -306,300 -4.80 639,603 -9.15 3.5618
2015-11-16 2015-09-30 13F APPLE SC 037833100 6,382,702 -25,026 -0.39 704,012 -12.40 4.0238
2015-08-14 2015-06-30 13F APPLE SC 037833100 6,407,728 -251,030 -3.77 803,691 -3.00 4.1979
2015-06-18 2015-03-31 13F/A-1 APPLE SC 037833100 6,658,758 837,098 14.38 828,550 28.94 4.2017
2015-05-14 2015-03-31 13F APPLE SC 037833100 6,658,758 828,550
2015-02-17 2014-12-31 13F APPLE SC 037833100 5,821,660 334,732 6.10 642,595 16.24 3.4607
2014-12-11 2014-09-30 13F/A-1 APPLE SC 037833100 5,486,928 41,176 0.76 552,810 9.24 3.1360
2014-11-13 2014-09-30 13F APPLE SC 037833100 5,475,528 29,776 551,661 3.4892
2014-08-13 2014-06-30 13F APPLE SC 037833100 5,445,752 4,664,867 597.38 506,074 20.77 3.1098
2014-05-14 2014-03-31 13F APPLE SC 037833100 780,885 -28,964 -3.58 419,028 -7.76 2.8256
2014-02-18 2013-12-31 13F APPLE SC 037833100 809,849 7,369 0.92 454,259 18.72 3.2543
2013-11-08 2013-09-30 13F APPLE SC 037833100 802,480 409,755 104.34 382,623 145.70 3.1043
2013-08-14 2013-06-30 13F APPLE SC 037833100 392,725 392,725 155,727 1.3964
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.