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 328 institutions that hold shares in the stock, with a total of 124 Million shares, which have been reported (via 13F filing form) to have a value of $2.51 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
30
shares
|
$609
0.0% of portfolio
|
Q1 2023
Added 11.11%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 10, 2025 Q3 2025 |
21
shares
|
$426
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
20
shares
|
$406
0.0% of portfolio
|
Q3 2025
Added 233.33%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
19
shares
|
$386
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
18
shares
|
$365
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
15
shares
|
$304
0.0% of portfolio
|
Q1 2024
Reduced 89.44%
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
15
shares
|
$304
0.0% of portfolio
|
Q2 2025
Reduced 25.0%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
12
shares
|
$243
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Oct 23, 2025 Q3 2025 |
10
shares
|
$203
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
8
shares
|
$162
0.0% of portfolio
|
Q2 2025
Added 33.33%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
5
shares
|
$101
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
4
shares
|
$81
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
4
shares
|
$81
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 14, 2025 Q3 2025 |
3
shares
|
$60
0.0% of portfolio
|
Q4 2023
Added 50.0%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
3
shares
|
$60
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
1
shares
|
$20
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Activest Wealth Management
|
Nov 03, 2025 Q3 2025 |
1
shares
|
$20
0.0% of portfolio
|
Q3 2025
Reduced 95.65%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|