Apellis Pharmaceuticals, Inc. - Common Stock (APLS) Institutional Ownership

13F Institutional Holders and Ownership History from Q4 2017 to Q4 2025

Type / Class
Equity / Common Stock
Symbol
APLS on Nasdaq
Shares outstanding
125,981,648
Price per share
$21.33
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
67,813,558
Total reported value
$1,699,303,740
% of total 13F portfolios
0%
Share change
+650,204
Value change
+$16,812,652
Number of holders
184
Price from insider filings
$21.33
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Apellis Pharmaceuticals, Inc. - Common Stock (APLS) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
WELLINGTON MANAGEMENT GROUP LLP 11% +53% $311,174,879 +$107,289,396 13,750,547 +53% Wellington Management Group LLP 31 Oct 2025
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
Deep Track Capital, LP 5.6% $125,720,000 7,000,000 Deep Track Capital, LP 09 May 2025
EcoR1 Capital, LLC 2.7% $78,009,140 3,447,156 EcoR1 Capital, LLC 30 Sep 2025

As of 31 Dec 2025, 184 institutional investors reported holding 67,813,558 shares of Apellis Pharmaceuticals, Inc. - Common Stock (APLS). This represents 54% of the company’s total 125,981,648 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of Apellis Pharmaceuticals, Inc. - Common Stock (APLS) together control 49% 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
VANGUARD GROUP INC 8.5% 10,674,865 +6.9% 0% $268,152,609
MORGAN STANLEY 7.3% 9,173,004 -4.9% 0.01% $230,425,882
Deep Track Capital, LP 6.2% 7,750,000 -3.1% 4.4% $194,680,000
BlackRock, Inc. 5% 6,260,113 -0.13% 0% $157,254,037
STATE STREET CORP 3.7% 4,613,446 +14% 0% $115,889,764
UBS Group AG 3.3% 4,186,222 +22% 0.02% $105,157,897
Siren, L.L.C. 2% 2,578,396 0% 1.9% $64,769,308
GEODE CAPITAL MANAGEMENT, LLC 1.6% 2,025,669 -2.3% 0% $50,896,177
JENNISON ASSOCIATES LLC 1.2% 1,504,299 -65% 0.02% $37,787,991
DEUTSCHE BANK AG\ 1.1% 1,385,263 -7.9% 0.01% $34,797,807
NORGES BANK 0.95% 1,198,444 0% $30,104,913
Hudson Bay Capital Management LP 0.94% 1,179,828 +182% 0.17% $29,637,279
BANK OF NOVA SCOTIA 0.85% 1,070,141 -27% 0.04% $26,881,945
MARSHALL WACE, LLP 0.79% 990,848 +150% 0.02% $24,890,101
LOS ANGELES CAPITAL MANAGEMENT LLC 0.76% 951,716 +53% 0.07% $19,729,074
Nuveen, LLC 0.54% 681,819 +2.5% 0% $17,127,294
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.51% 644,445 -0.41% 0% $16,188,458
RENAISSANCE TECHNOLOGIES LLC 0.5% 633,058 -12% 0.02% $15,902,417
CITIGROUP INC 0.49% 622,158 +40% 0.01% $15,628,609
SG Americas Securities, LLC 0.45% 567,046 +36% 0.02% $14,244,000
BNP PARIBAS FINANCIAL MARKETS 0.44% 557,591 0% 0.01% $14,006,686
Simplify Asset Management Inc. 0.43% 538,008 +403% 0.22% $13,514,761
FIRST TRUST ADVISORS LP 0.39% 495,947 0.01% $12,458,204
OSSIAM 0.34% 431,779 -22% 0.22% $10,846,288
Pictet Asset Management Holding SA 0.31% 390,884 +7.5% 0.01% $9,838,071

Institutional Holders of Apellis Pharmaceuticals, Inc. - Common Stock (APLS) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 67,813,558 $1,699,303,740 +$16,812,652 $25.12 184
2025 Q3 122,355,797 $2,771,671,436 -$154,804,023 $22.63 271
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