Ranked by reported Q2 2026 13F market value
Share of total reported institutional value in APLE held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 39.7M | $667.8M | -0.5% | 16.828% | 0.01% |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 22.8M | $382.8M | +3.2% | 9.646% | 0.02% |
| 3 | STATE STREET CORP | 12.7M | $214.3M | -0.7% | 5.376% | 0.00% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 9.6M | $161.7M | +0.0% | 4.075% | 0.00% |
| 5 | FULLER & THALER ASSET MANAGEMENT, INC. | 8.3M | $139.4M | +12.0% | 3.514% | 0.38% |
| 6 | GOLDMAN SACHS GROUP INC | 7.8M | $131.2M | +51.3% | 3.306% | 0.01% |
| 7 | CITADEL ADVISORS LLC | 7.5M | $125.4M | +19.2% | 3.160% | 0.01% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 6.5M | $109.3M | +4.5% | 2.753% | 0.01% |
| 9 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 5.0M | $84.2M | +2.0% | 2.121% | 0.01% |
| 10 | TWO SIGMA INVESTMENTS, LP | 3.5M | $59.2M | +340.0% | 1.493% | 0.04% |
| 11 | NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 3.5M | $58.5M | -21.0% | 1.473% | 0.09% |
| 12 | DIMENSIONAL FUND ADVISORS LP | 3.1M | $51.9M | -5.2% | 1.307% | 0.01% |
| 13 | MORGAN STANLEY | 3.0M | $50.9M | +16.3% | 1.283% | 0.00% |
| 14 | UBS Group AG | 3.0M | $50.6M | -38.1% | 1.276% | 0.01% |
| 15 | NORTHERN TRUST CORP | 2.9M | $49.4M | +1.0% | 1.244% | 0.01% |
| 16 | Nuveen, LLC | 2.4M | $40.2M | +85.6% | 1.014% | 0.01% |
| 17 | SYSTEMATIC FINANCIAL MANAGEMENT LP | 2.1M | $35.9M | -3.3% | 0.905% | 0.72% |
| 18 | JPMORGAN CHASE & CO | 2.0M | $33.4M | +32.7% | 0.834% | 0.00% |
| 19 | Invesco Ltd. | 2.0M | $33.0M | +11.5% | 0.831% | 0.00% |
| 20 | MILLENNIUM MANAGEMENT LLC | 1.9M | $31.4M | +325.6% | 0.792% | 0.01% |
| 21 | Bank of New York Mellon Corp | 1.6M | $26.8M | +3.8% | 0.675% | 0.00% |
| 22 | BANK OF AMERICA CORP /DE/ | 1.5M | $24.6M | -28.6% | 0.620% | 0.00% |
| 23 | Woodline Partners LP | 1.5M | $24.5M | — | 0.618% | 0.08% |
| 24 | VANGUARD FIDUCIARY TRUST CO | 1.5M | $24.5M | +2.9% | 0.617% | 0.01% |
| 25 | Legal & General Group Plc | 1.4M | $23.7M | -6.6% | 0.597% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in APLE — a direct measure of their conviction.
Filings activity in APLE during Q2 2026, grouped by how each filer changed its position.
Institutions that opened a new APLE position in Q2 2026
Institutions that fully closed their APLE position in Q2 2026
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q2 2026 | 366 | +5.2% | 87.21% | +1.43 pp | $3.24B | +47% |
| Q1 2026 | 348 | +5.5% | 85.78% | +2.35 pp | $2.21B | +0.1% |
| Q4 2025 | 330 | +0.0% | 83.43% | +0.81 pp | $2.21B | 0.0% |
| Q3 2025 | 330 | 1.8% | 82.62% | 2.26 pp | $2.21B | 0.3% |
| Q2 2025 | 336 | +2.8% | 84.88% | +1.50 pp | $2.22B | 5.2% |
| Q1 2025 | 327 | 2.4% | 83.38% | 1.75 pp | $2.34B | 23% |
| Q4 2024 | 335 | +8.8% | 85.13% | 0.64 pp | $3.03B | +11% |
| Q3 2024 | 308 | — | 85.77% | — | $2.74B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying APLE stock.
Based on Q2 2026 13F filings, institutional ownership of Apple Hospitality REIT, Inc. stands at 87.2%, held across 366 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of APLE, with approximately 39,725,711 shares worth $0.67B as of Q2 2026.
Yes — 3 widely-followed marquee investors appear among the top 25 institutional holders of APLE, including CITADEL ADVISORS LLC, TWO SIGMA INVESTMENTS, LP, MILLENNIUM MANAGEMENT LLC.
Our composite Smart Money Score for APLE is 73 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
52 institutions opened new positions in APLE during Q2 2026, while 40 fully exited. 276 added to existing positions and 24 trimmed.
APLE institutional ownership rose by 1.43 percentage points quarter-over-quarter, with a net change of +18 holders.
The top 10 institutions account for 64.0% of all reported 13F value in APLE, and the top 25 account for 81.2%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Apple Hospitality REIT, Inc. (APLE) Institutional Ownership