Security Snapshot

Apellis Pharmaceuticals, Inc. - Common Stock, $0.0001 par value per share (APLS) Institutional Ownership

CUSIP: 03753U106

13F Institutional Holders and Ownership History from Q4 2017 to Q1 2026

Latest Period

Q1 2026

Institutions Reporting

310

Shares (Excl. Options)

137,099,610

Price

$40.23

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Type / Class
Equity / Common Stock, $0.0001 par value per share
Symbol
APLS on Nasdaq
Shares outstanding
127,672,507
Price per share
$40.95
All holders as of 31 Mar 2026
Q1 2026
Total 13F shares
137,099,610
Total reported value
$5,503,756,923
% of total 13F portfolios
0.01%
Share change
+8,939,764
Value change
+$609,505,905
Number of holders
310
Price from insider filings
$40.95
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Quick Takeaways

  • APLS - Apellis Pharmaceuticals, Inc. - Common Stock, $0.0001 par value per share is tracked under CUSIP 03753U106.
  • 310 institutions reported positions in Q1 2026.
  • 7 significant owners is listed from Schedule 13D/13G reporting.

What Changed

  • Holder count moved from 275 to 310 between Q4 2025 and Q1 2026.
  • Reported value moved from $3,169,441,114 to $5,503,756,923.

Why This Matters

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Source Evidence

Source: SEC Form 13F

Latest holder context comes from 310 institutions filings for Q1 2026.

Open SEC Evidence

Investment Quick Answers

What is CUSIP 03753U106?
CUSIP 03753U106 identifies APLS - Apellis Pharmaceuticals, Inc. - Common Stock, $0.0001 par value per share in SEC 13F datasets.

Where can I see the latest institutional holders?
Review the Q1 2026 holders report and the ownership history table below.

Significant Owners of Apellis Pharmaceuticals, Inc. - Common Stock, $0.0001 par value per share (APLS) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
BlackRock, Inc. 10% +120% $332,289,194 +$191,653,065 13,228,073 +136% BlackRock, Inc. 31 Jan 2026
MORGAN STANLEY 7.7% $172,285,808 9,592,751 Morgan Stanley 31 Dec 2024
STATE STREET CORP 5.4% $278,524,311 6,845,031 STATE STREET CORPORATION 31 Mar 2026
Deep Track Capital, LP 3.6% -34% $184,422,298 -$100,407,702 4,532,374 -35% Deep Track Capital, LP 31 Mar 2026
RTW INVESTMENTS, LP 2.9% -53% $149,944,481 -$162,016,146 3,685,045 -52% RTW Investments, LP 31 Mar 2026
EcoR1 Capital, LLC 2.7% $78,009,140 3,447,156 EcoR1 Capital, LLC 30 Sep 2025
WELLINGTON MANAGEMENT GROUP LLP 0.2% -97% $10,042,791 -$543,140,340 249,635 -98% Wellington Management Group LLP 31 Mar 2026

As of 31 Mar 2026, 310 institutional investors reported holding 137,099,610 shares of Apellis Pharmaceuticals, Inc. - Common Stock, $0.0001 par value per share (APLS). This represents 107% of the company’s total 127,672,507 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of Apellis Pharmaceuticals, Inc. - Common Stock, $0.0001 par value per share (APLS) together control 80% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
BlackRock, Inc. 11% 13,536,964 +116% 0.01% $544,592,062
Avoro Capital Advisors LLC 9.6% 12,222,222 0% 4.8% $491,699,991
MORGAN STANLEY 7.9% 10,042,399 +9.5% 0.02% $404,005,720
STATE STREET CORP 5.4% 6,844,990 +48% 0.01% $275,373,948
UBS Group AG 4.9% 6,206,681 +48% 0.04% $249,694,778
VANGUARD PORTFOLIO MANAGEMENT LLC 4.2% 5,404,559 0% 0.01% $217,425,409
Pentwater Capital Management LP 4.1% 5,250,000 1.5% $211,207,500
VANGUARD CAPITAL MANAGEMENT LLC 3.7% 4,768,944 0% 0% $191,854,617
Deep Track Capital, LP 3.6% 4,532,374 -42% 3.8% $182,337,406
Point72 Asset Management, L.P. 3.3% 4,183,918 +600% 0.29% $168,319,021
RTW INVESTMENTS, LP 2.9% 3,685,045 -52% 1.5% $148,249,360
HBK INVESTMENTS L P 2.8% 3,550,000 1.8% $142,816,500
SUVRETTA CAPITAL MANAGEMENT, LLC 2.8% 3,518,471 -15% 3.8% $141,548,088
MILLENNIUM MANAGEMENT LLC 1.8% 2,256,802 +138% 0.07% $90,791,144
GEODE CAPITAL MANAGEMENT, LLC 1.6% 2,075,075 +2.4% 0.01% $83,502,254
GOLDMAN SACHS GROUP INC 1.6% 1,980,144 +947% 0.01% $79,661,193
Balyasny Asset Management L.P. 1.5% 1,917,501 +2844% 0.15% $77,141,065
DIMENSIONAL FUND ADVISORS LP 1% 1,338,995 +640% 0.01% $53,745,011
GLAZER CAPITAL, LLC 1% 1,294,196 1.1% $52,066,000
TIG Advisors, LLC 0.98% 1,252,986 2.4% $50,407,627
TORONTO DOMINION BANK 0.97% 1,236,436 0.1% $49,741,815
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.94% 1,202,100 0.08% $48,360,483
BANK OF AMERICA CORP /DE/ 0.93% 1,190,864 +24% 0% $47,908,459
Hudson Bay Capital Management LP 0.93% 1,190,416 +0.9% 0.29% $47,890,436
FIL Ltd 0.89% 1,140,000 0.04% $45,862,200

Institutional Holders of Apellis Pharmaceuticals, Inc. - Common Stock, $0.0001 par value per share (APLS) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 137,099,610 $5,503,756,923 +$609,505,905 $40.23 310
2025 Q4 126,337,406 $3,169,441,114 +$136,709,726 $25.12 275
2025 Q3 122,308,038 $2,770,590,650 -$153,668,109 $22.63 272
2025 Q2 131,608,288 $2,279,077,423 +$66,148,357 $17.31 246
2025 Q1 126,465,800 $2,767,959,579 -$78,248,319 $21.87 252
2024 Q4 126,723,891 $4,044,170,293 +$224,206,429 $31.91 259
2024 Q3 118,165,642 $3,408,098,233 -$32,772,311 $28.84 261
2024 Q2 115,428,997 $4,426,484,074 -$4,063,210 $38.36 259
2024 Q1 113,103,917 $6,646,510,438 -$27,789,991 $58.78 296
2023 Q4 113,568,311 $6,800,298,011 +$75,955,536 $59.86 278
2023 Q3 113,630,426 $4,326,001,749 -$249,890,323 $38.04 250
2023 Q2 106,464,737 $9,698,740,546 -$322,780,479 $91.10 311
2023 Q1 110,363,167 $7,278,027,538 +$671,099,429 $65.96 277
2022 Q4 100,652,525 $5,202,853,976 +$66,260,972 $51.71 239
2022 Q3 97,643,165 $6,665,378,163 +$32,228,664 $68.30 245
2022 Q2 91,648,969 $4,144,516,571 +$31,626,482 $45.22 205
2022 Q1 90,940,512 $4,620,842,334 +$520,061,489 $50.81 206
2021 Q4 81,021,271 $3,829,991,538 +$612,446,955 $47.28 183
2021 Q3 69,511,931 $2,291,947,609 -$95,194,645 $32.96 174
2021 Q2 64,601,991 $4,083,171,314 +$13,404,010 $63.20 201
2021 Q1 63,358,839 $2,718,377,161 +$19,912,136 $42.91 168
2020 Q4 63,890,305 $3,654,164,157 -$7,921,158 $57.20 165
2020 Q3 62,139,394 $1,874,756,231 +$24,663,304 $30.17 143
2020 Q2 61,184,997 $1,997,919,282 +$197,934,910 $32.66 141
2020 Q1 55,273,539 $1,482,076,889 +$294,686,642 $26.79 143
2019 Q4 43,885,493 $1,343,772,430 +$85,692,286 $30.62 132
2019 Q3 40,388,376 $973,049,791 +$46,440,436 $24.09 129
2019 Q2 40,468,785 $1,025,057,247 +$17,474,333 $25.34 99
2019 Q1 40,125,707 $782,326,949 +$160,534,739 $19.50 92
2018 Q4 32,104,592 $423,490,077 -$27,345,727 $13.19 95
2018 Q3 29,708,993 $528,224,019 +$9,616,309 $17.78 79
2018 Q2 29,064,186 $639,413,620 +$265,705,567 $22.00 73
2018 Q1 17,039,592 $375,355,107 +$8,764,830 $22.11 46
2017 Q4 15,746,683 $340,174,825 +$340,174,825 $21.70 46
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