Apple Inc.
CH ˙ SWX ˙ US0378331005
SecurityCH:AAPL / Apple Inc.
InstitutionMackenzie Financial Corp
Latest Disclosed Ownership9,632,092 shares
Latest Disclosed Value $ 2,444,528,629
Mackenzie Financial Corp reports 4.65% increase in ownership of AAPL / Apple Inc.

On May 13, 2026 - Mackenzie Financial Corp filed a 13F-HR form disclosing ownership of 9,632,092 shares of Apple Inc. (CH:AAPL) valued at $2,444,528,629 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 18, 2026 disclosing 9,203,899 shares of Apple Inc.. This represents a change in shares of 4.65% 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)
2026-05-13 2026-03-31 13F APPLE COM 037833100 9,632,092 428,193 4.65 2,444,529 -2.55 2.9332
2026-02-18 2025-12-31 13F APPLE COM 037833100 9,203,899 143,225 1.58 2,508,456 8.73 2.9709
2025-11-13 2025-09-30 13F APPLE COM 037833100 9,060,674 370,204 4.26 2,307,119 29.39 2.7947
2025-08-13 2025-06-30 13F APPLE COM 037833100 8,690,470 -47,549 -0.54 1,783,024 -8.14 2.3100
2025-05-07 2025-03-31 13F APPLE COM 037833100 8,738,019 -251,737 -2.80 1,940,976 -13.78 2.7598
2025-05-02 2024-12-31 13F/A-2 APPLE COM 037833100 8,989,756 1,395,668 18.38 2,251,215 27.23 3.0676
2025-02-20 2024-12-31 13F/A-1 APPLE COM 037833100 8,989,756 1,395,668 2,251,215 2.9256
2025-02-14 2024-12-31 13F Apple Common Stock 037833100 8,989,756 1,395,668 2,282,428 3.2767
2024-11-13 2024-09-30 13F APPLE COM 037833100 7,594,088 818,008 12.07 1,769,423 23.98 2.4622
2024-08-14 2024-06-30 13F APPLE COM 037833100 6,776,080 763,586 12.70 1,427,178 38.42 2.1206
2024-05-10 2024-03-31 13F APPLE COM 037833100 6,012,494 236,903 4.10 1,031,022 -7.28 1.4858
2024-01-30 2023-12-31 13F APPLE COM 037833100 5,775,591 111,648 1.97 1,111,975 13.88 1.6770
2023-10-25 2023-09-30 13F APPLE COM 037833100 5,663,943 468,948 9.03 976,464 -2.34 1.6417
2023-08-03 2023-06-30 13F APPLE COM 037833100 5,194,995 195,355 3.91 999,829 21.27 1.5167
2023-04-24 2023-03-31 13F APPLE COM 037833100 4,999,640 128,645 2.64 824,441 30.27 1.2735
2023-02-14 2022-12-31 13F APPLE COM 037833100 4,870,995 -324,418 -6.24 632,888 -11.85 1.0571
2022-10-07 2022-09-30 13F Apple Common Stock 037833100 5,195,413 -241,771 -4.45 718,006 -3.41 1.2349
2022-08-10 2022-06-30 13F APPLE COM 037833100 5,437,184 -299,695 -5.22 743,372 -25.79 1.1906
2022-05-13 2022-03-31 13F APPLE COM 037833100 5,736,879 63,100 1.11 1,001,716 -0.57 1.3431
2022-02-14 2021-12-31 13F APPLE COM 037833100 5,673,779 -160,036 -2.74 1,007,493 22.05 1.3574
2021-11-08 2021-09-30 13F APPLE COM 037833100 5,833,815 -68,069 -1.15 825,485 2.12 1.1706
2021-08-11 2021-06-30 13F APPLE COM 037833100 5,901,884 -677,375 -10.30 808,322 0.58 1.1242
2021-05-14 2021-03-31 13F APPLE COM 037833100 6,579,259 890,066 15.64 803,656 6.46 1.2248
2021-02-10 2020-12-31 13F APPLE COM 037833100 5,689,193 -63,609 -1.11 754,899 13.31 1.6302
2020-11-13 2020-09-30 13F APPLE COM 037833100 5,752,802 4,353,557 311.14 666,232 30.52 1.6549
2020-08-13 2020-06-30 13F APPLE COM 037833100 1,399,245 111,179 8.63 510,445 55.84 1.3661
2020-05-14 2020-03-31 13F APPLE COM 037833100 1,288,066 65,135 5.33 327,542 -8.79 1.0532
2020-02-13 2019-12-31 13F APPLE COM 037833100 1,222,931 139,000 12.82 359,114 47.92 0.8833
2019-11-14 2019-09-30 13F APPLE COM 037833100 1,083,931 201,562 22.84 242,768 39.01 0.6380
2019-08-23 2019-06-30 13F/A-1 APPLE COM 037833100 882,369 -513,650 -36.79 174,638 -34.14 0.4505
2019-08-14 2019-06-30 13F APPLE COM 037833100 882,369 -513,650 174,638
2019-05-15 2019-03-31 13F APPLE COM 037833100 1,396,019 -766,446 -35.44 265,174 -22.26 0.6398
2019-02-06 2018-12-31 13F APPLE COM 037833100 2,162,465 -46,505 -2.11 341,107 -31.59 0.8967
2018-11-15 2018-09-30 13F APPLE COM 037833100 2,208,970 -67,286 -2.96 498,653 18.34 1.2132
2018-08-13 2018-06-30 13F APPLE COM 037833100 2,276,256 -88,632 -3.75 421,358 6.19 1.0750
2018-05-14 2018-03-31 13F/A-1 APPLE COM 037833100 2,364,888 369,293 18.51 396,781 17.49 1.0113
2018-05-14 2018-03-31 13F APPLE COM 037833100 2,364,888 396,781
2018-02-13 2017-12-31 13F APPLE COM 037833100 1,995,595 1,457,017 270.53 337,715 306.86 0.8152
2017-11-13 2017-09-30 13F APPLE COM 037833100 538,578 -96,726 -15.23 83,006 -9.28 0.4476
2017-08-14 2017-06-30 13F APPLE COM 037833100 635,304 -14,035 -2.16 91,496 -1.92 0.5093
2017-05-25 2017-03-31 13F/A-1 APPLE COM 037833100 649,339 30,081 4.86 93,284 30.06 0.5456
2017-05-12 2017-03-31 13F APPLE COM 037833100 649,339 93,284
2017-02-14 2016-12-31 13F APPLE COM 037833100 619,258 101,984 19.72 71,722 22.65 0.4296
2016-11-15 2016-09-30 13F APPLE COM 037833100 517,274 -362,452 -41.20 58,478 -30.47 0.3651
2016-08-12 2016-06-30 13F APPLE COM 037833100 879,726 9,843 1.13 84,102 -11.29 0.4751
2016-05-12 2016-03-31 13F APPLE COM 037833100 869,883 -4,883 -0.56 94,809 2.97 0.8600
2016-02-12 2015-12-31 13F APPLE COM 037833100 874,766 -10,607 -1.20 92,078 -5.71 0.5714
2015-11-13 2015-09-30 13F APPLE COM 037833100 885,373 23,713 2.75 97,657 -9.64 0.5925
2015-08-13 2015-06-30 13F APPLE COM 037833100 861,660 -25,544 -2.88 108,074 -2.10 0.5859
2015-05-13 2015-03-31 13F APPLE COM 037833100 887,204 -49,262 -5.26 110,395 6.80 0.5820
2015-02-11 2014-12-31 13F APPLE COM 037833100 936,466 95,417 11.34 103,367 21.99 0.5274
2014-11-12 2014-09-30 13F APPLE COM 037833100 841,049 -114,657 -12.00 84,736 -4.59 0.4248
2014-08-11 2014-06-30 13F APPLE COM 037833100 955,706 797,278 503.24 88,814 4.44 0.4131
2014-05-14 2014-03-31 13F APPLE COM 037833100 158,428 21,802 15.96 85,035 10.94 0.4169
2014-02-11 2013-12-31 13F/A-1 APPLE COM 037833100 136,626 35,155 34.65 76,650 58.45 0.3873
2014-02-03 2013-12-31 13F APPLE COM 037833100 136,626 76,650
2013-11-12 2013-09-30 13F APPLE COM 037833100 101,471 -57,196 -36.05 48,376 -23.11 0.2449
2013-08-20 2013-06-30 13F/A-1 APPLE COM 037833100 158,667 158,667 62,916 0.3000
2013-08-09 2013-06-30 13F APPLE COM 037833100 158,667 62,916 0.3010
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.