| 4 |
| STATE STREET CORP |
| 12.1M |
| $6.24B |
| +2.8% |
| 3.602% |
| 0.09% |
| 5 | Invesco Ltd. | 11.0M | $5.66B | +70.3% | 3.267% | 0.45% |
| 6 | Capital World Investors | 8.2M | $4.20B | +156.3% | 2.426% | 0.50% |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 7.4M | $3.78B | +1.0% | 2.192% | 0.20% |
| 8 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 6.5M | $3.36B | -12.6% | 1.944% | 0.26% |
| 9 | BAILLIE GIFFORD & CO | 6.5M | $3.33B | -3.4% | 1.926% | 3.03% |
| 10 | VANGUARD PORTFOLIO MANAGEMENT LLC | 6.4M | $3.27B | +7.0% | 1.890% | 0.15% |
| 11 | MORGAN STANLEY | 5.8M | $2.98B | +3.3% | 1.724% | 0.16% |
| 12 | JANE STREET GROUP, LLC | 4.3M | $2.20B | -27.0% | 1.270% | 0.18% |
| 13 | JPMORGAN CHASE & CO | 4.3M | $2.17B | +5.9% | 1.295% | 0.12% |
| 14 | GOLDMAN SACHS GROUP INC | 4.1M | $2.09B | +10.5% | 1.210% | 0.18% |
| 15 | CITADEL ADVISORS LLC | 4.0M | $2.07B | -20.8% | 1.194% | 0.12% |
| 16 | WCM INVESTMENT MANAGEMENT, LLC | 3.7M | $1.85B | -25.8% | 1.104% | 3.35% |
| 17 | KENSICO CAPITAL MANAGEMENT CORP | 3.2M | $1.64B | -3.1% | 0.947% | 28.12% |
| 18 | Capital International Investors | 3.0M | $1.53B | +5.1% | 0.884% | 0.32% |
| 19 | NORGES BANK | 2.9M | $1.51B | — | 0.870% | 0.15% |
| 20 | BANK OF AMERICA CORP /DE/ | 2.9M | $1.49B | -8.2% | 0.862% | 0.10% |
| 21 | NORTHERN TRUST CORP | 2.4M | $1.24B | -0.4% | 0.714% | 0.14% |
| 22 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2.1M | $1.08B | +6.9% | 0.626% | 0.14% |
| 23 | Capital Research Global Investors | 1.9M | $981.6M | -27.8% | 0.567% | 0.14% |
| 24 | JENNISON ASSOCIATES LLC | 1.8M | $937.5M | -20.9% | 0.542% | 0.56% |
| 25 | SPRUCE HOUSE INVESTMENT MANAGEMENT LLC | 1.8M | $922.3M | 0.0% | 0.533% | 27.13% |
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 APP — a direct measure of their conviction.
| 61.71% |
| +1.35 pp |
| $52.53B |
| 18% |
| Q4 2024 | 937 | +39% | 60.36% | +5.86 pp | $64.25B | +175% |
| Q3 2024 | 672 | — | 54.50% | — | $23.35B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
194 institutions opened new positions in APP during Q2 2026, while 123 fully exited. 1,070 added to existing positions and 172 trimmed.
APP institutional ownership rose by 2.65 percentage points quarter-over-quarter, with a net change of +92 holders.
The top 10 institutions account for 49.3% of all reported 13F value in APP, and the top 25 account for 69.5%.
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.
AppLovin Corporation (APP) Institutional Ownership