Apellis Pharmaceuticals, Inc. (APLS) Institutional Ownership

Ownership Summary

A total of 263 institutions have reported a stake in Apellis Pharmaceuticals, Inc. (NASDAQ:APLS) as of December 2025, according to recent 13F filings with the SEC.

• These investors collectively held 98.5% of the company's total shares outstanding in December 2025, up from 96.1% in September 2025.
• Quarterly data indicates a 9.25% shift in institutional share volume, and the annual owner count reflects an increase of 3.14%.
• Of these 263 institutional investors, 143 increased their holdings in Apellis Pharmaceuticals, while 93 of them reduced positions, and 27 investors maintained their exposure.
• Collectively, institutional investors increased their stake in Apellis Pharmaceuticals to 127.24Mn shares as of December 2025, a change that is up by 10.78Mn shares quarter on quarter and down 622.38K shares year over year.
• WELLINGTON MANAGEMENT GROUP LLP's holding of 12.72Mn shares as of December 31, 2025 makes it the primary institutional investor in Apellis Pharmaceuticals, owning 9.85% of the stock.
• Among the most significant buyers of Apellis Pharmaceuticals during December 2025 were RTW INVESTMENTS, LP (7.67Mn), WELLINGTON MANAGEMENT GROUP LLP (3.43Mn), SUVRETTA CAPITAL MANAGEMENT, LLC (1.26Mn), NORGES BANK (1.20Mn), Polar Capital Holdings Plc (1.06Mn).
• Leading sellers of Apellis Pharmaceuticals stock in December 2025 included JENNISON ASSOCIATES LLC (2.84Mn), AQR CAPITAL MANAGEMENT LLC (2.21Mn), Amundi (1.46Mn), ING GROEP NV (1.04Mn), VOLORIDGE INVESTMENT MANAGEMENT, LLC (531.08K).
• The top 10 institutional holders of Apellis Pharmaceuticals for the quarter ending December 2025 included WELLINGTON MANAGEMENT GROUP LLP (12.72Mn), Avoro Capital Advisors LLC (12.22Mn), VANGUARD GROUP INC (10.67Mn), MORGAN STANLEY (9.17Mn), Deep Track Capital, LP (7.75Mn), RTW INVESTMENTS, LP (7.67Mn), BlackRock, Inc. (6.26Mn), STATE STREET CORP (4.61Mn), UBS Group AG (4.19Mn), SUVRETTA CAPITAL MANAGEMENT, LLC (4.14Mn).