Institutional Ownership Apellis Pharmaceuticals, Inc. (APLS)
This table provides information about the institutional ownership of Apellis Pharmaceuticals, Inc. (APLS). We have compiled data on the 295 institutions that hold shares in the stock, with a total of 132 Million shares, which have been reported (via 13F filing form) to have a value of $3.15 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
567
shares
|
$13,551
0.0% of portfolio
|
Q2 2025
Added 139.24%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
516
shares
|
$12,332
0.0% of portfolio
|
Q1 2025
Reduced 23.33%
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
500
shares
|
$11,950
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Future Financial Wealth Managment LLC
|
Jul 21, 2025 Q2 2025 |
500
shares
|
$11,950
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
Jul 08, 2025 Q2 2025 |
452
shares
|
$10,802
0.0% of portfolio
|
Q1 2025
Reduced 39.89%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
429
shares
|
$10,253
0.0% of portfolio
|
Q1 2025
Reduced 4.03%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
315
shares
|
$7,528
0.0% of portfolio
|
Q2 2025
Added 20.23%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2025 Q2 2025 |
212
shares
|
$5,066
0.0% of portfolio
|
Q2 2025
Added 13.68%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Aug 06, 2025 Q2 2025 |
165
shares
|
$3,943
0.0% of portfolio
|
Q2 2025
Reduced 54.04%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Jul 31, 2025 Q2 2025 |
152
shares
|
$3,632
0.0% of portfolio
|
Q2 2025
Added 216.67%
|
|
|
Evelyn Partners Investment Management LLP
London, |
Aug 12, 2025 Q2 2025 |
150
shares
|
$3,585
0.0% of portfolio
|
Q2 2025
Reduced 89.11%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
106
shares
|
$2,533
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
102
shares
|
$2,437
0.0% of portfolio
|
Q2 2025
Added 75.86%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
100
shares
|
$2,390
0.0% of portfolio
|
Q2 2024
Reduced 0.99%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
100
shares
|
$2,390
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Aug 07, 2025 Q2 2025 |
97
shares
|
$2,318
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
95
shares
|
$2,270
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
91
shares
|
$2,174
0.0% of portfolio
|
Q2 2025
Added 2.25%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
78
shares
|
$1,864
0.0% of portfolio
|
Q2 2025
Reduced 83.33%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
66
shares
|
$1,577
0.0% of portfolio
|
Q2 2025
Reduced 86.93%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
60
shares
|
$1,434
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
57
shares
|
$1,362
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
53
shares
|
$1,266
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Nisa Investment Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
50
shares
|
$1,195
0.0% of portfolio
|
Q4 2024
Reduced 99.71%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
36
shares
|
$860
0.0% of portfolio
|
Q2 2025
Added 620.0%
|