Stock ownership · SEC 13F · Q3 2025

APELLIS PHARMACEUTICALS INC

A breakdown of APELLIS PHARMACEUTICALS INC's institutional base (CUSIP 03753U106): the holders, the concentration among them, and what changed last quarter.

$11K
Reported value
3
Institutions
100%
Top-5 share

The verdict

$11K of APELLIS PHARMACEUTICALS INC is reported by 3 institutions as of Q3 2025; ownership is held overwhelmingly by a small core of institutions.

3
institutions hold it
$11K
reported 13F value
100%
held by top 5

Based on long positions reported to the SEC as of Q3 2025; 13F omits shorts, options and non-US holdings.

How 13F ownership is computed · All tracked stocks · Concentration rankings

SEC Form 13F-HR ownership desk

CUSIP 03753U106 · Q3 2025 $0M reported

VALUE-TRACE · HOLDERS-FOCUS · CONC-DOM · PHOTO-UNK · ACTIVITY-MID · BOOK-MID

  • VALUE-TRACE $0.0M
  • HOLDERS-FOCUS 3 filers
  • CONC-DOM 100% top-5
  • PHOTO-UNK No peer
  • ACTIVITY-MID 3 new
  • BOOK-MID 7Q history

Read with: Ownership concentration guide - APELLIS PHARMACEUTICALS INC's top-five holders account for 100% of reported value — read concentration before treating any single filer as a signal.

Largest institutional holders of APELLIS PHARMACEUTICALS INC
  1. 1
    CIBC Private Wealth Group LLC $9K
  2. 2
    JPMORGAN CHASE & CO $2K
  3. 3
    Bell Investment Advisors, Inc $430

Top 3 reported holders by value · Q3 2025

Institutional ownership over time

The number of institutions reporting a APELLIS PHARMACEUTICALS INC position has risen from 2 to 3 over the last 7 quarters of 13F filings.

0.511.522.533.5 Q1'24Q2'24Q3'24Q4'24Q1'25Q2'25Q3'25 3
Distinct 13F filers holding APELLIS PHARMACEUTICALS INC, by quarter

Top Institutional Holders

# Institution Shares Value Share of reported
1 CIBC Private Wealth Group LLC 377 $9K 76.6%
2 JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) 96 $2K 19.5%
3 Bell Investment Advisors, Inc 19 $430 3.9%

Investment Discretion

SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among APELLIS PHARMACEUTICALS INC's reported holders for Q3 2025, by reported value:

Sole discretion (SOLE)
80.5%
Shared-other discretion (OTR)
19.5%

Latest Quarter Activity · Q3 2025

New positions (3)

CIBC Private Wealth Group LLC $9K
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) $2K
Bell Investment Advisors, Inc $430

Complete exits (2)

Squarepoint Ops LLC exited
China Universal Asset Management Co., Ltd. exited

Frequently Asked Questions

How many institutions hold APELLIS PHARMACEUTICALS INC?▼
APELLIS PHARMACEUTICALS INC is held by 3 institutional investors per the latest SEC Form 13F filings as of Q3 2025.
What is the total institutional value of APELLIS PHARMACEUTICALS INC?▼
Institutions report $11K of APELLIS PHARMACEUTICALS INC as of Q3 2025.
How concentrated is ownership of APELLIS PHARMACEUTICALS INC?▼
The top five institutional holders account for 100% of the reported institutional value in APELLIS PHARMACEUTICALS INC, making ownership held overwhelmingly by a small core of institutions.
Who is the largest institutional holder of APELLIS PHARMACEUTICALS INC?▼
CIBC Private Wealth Group LLC is the largest reported holder of APELLIS PHARMACEUTICALS INC with $9K across 377 shares as of Q3 2025.

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q3 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.

PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.