APA CORPORATION (APA)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Douglas Lane & Associates, LLC | $10.3M | 248,054 | 0.14% | 23q | -2.4%-$256.5K |
| PARK NATIONAL CORP /OH/ | $2.6M | 62,248 | 0.07% | new | NEW |
| GAMMA Investing LLC | $2.2M | 52,707 | 0.07% | 12q | +1.0%+$21.5K |
| Wedmont Private Capital | $1.4M | 30,547 | 0.03% | 5q | +11.7%+$145.4K |
| O'Keefe Stevens Advisory, Inc. | $1.3M | 31,779 | 0.27% | 23q | HELD |
| Apella Capital, LLC | $784.0K | 17,896 | 0.01% | 3q | +2.3%+$17.8K |
| MOODY NATIONAL BANK TRUST DIVISION | $649.6K | 15,637 | 0.05% | 10q | HELD |
| Roth Financial Partners LLC | $580.7K | 13,979 | 0.17% | 23q | HELD |
| Farther Finance Advisors, LLC | $352.3K | 8,481 | 0.00% | 16q | +13.1%+$40.9K |
| Dorato Capital Management | $317.4K | 7,245 | 0.21% | 4q | +1.8%+$5.5K |
| Rosenberg Matthew Hamilton | $265.6K | 6,394 | 0.05% | 22q | HELD |
| Avidian Wealth Enterprises, LLC | $216.9K | 5,221 | 0.01% | new | NEW |
| Hamilton Capital, LLC | $204.1K | 4,914 | 0.01% | new | NEW |
| CoreCap Advisors, LLC | $198.1K | 4,768 | 0.01% | 11q | -30.6%-$87.2K |
| MassMutual Private Wealth & Trust, FSB | $164.0K | 3,949 | 0.00% | 23q | -7.9%-$14.1K |
| TOTH FINANCIAL ADVISORY CORP | $150.4K | 3,621 | 0.02% | 6q | HELD |
| Versant Capital Management, Inc | $145.5K | 3,503 | 0.01% | 23q | HELD |
| AMERICAN NATIONAL BANK & TRUST | $41.3K | 994 | 0.00% | 6q | -9.8%-$4.5K |
| ATWOOD & PALMER INC | $24.9K | 600 | 0.00% | 23q | HELD |
| Byrne Asset Management LLC | $24.9K | 575 | 0.01% | 20q | -90.3%-$232.4K |
| ELEVATION WEALTH PARTNERS, LLC | $14.9K | 359 | 0.00% | 5q | -14.9%-$2.6K |
| EASTERN BANK | $12.1K | 292 | 0.00% | 2q | HELD |
| CX Institutional | $7.0K | 167,682 | 0.19% | 7q | +20.2%+$1.2K |
| Retirement Wealth Solutions LLC | $6.4K | 155 | 0.00% | 5q | +84.5%+$2.9K |
| Grove Bank & Trust | $5.6K | 134 | 0.00% | 8q | HELD |
| GK Wealth Management LLC | $4.2K | 100 | 0.00% | new | NEW |
| Bullock Wealth Management Group | $2.5K | 57 | 0.00% | 11q | HELD |
| Davis Capital Management | $125 | 3 | 0.00% | new | NEW |
| GILPIN WEALTH MANAGEMENT, LLC | $125 | 3 | 0.00% | new | NEW |
| Planning Strategies Inc. | $125 | 3 | 0.00% | 2q | -40.0% |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-12 | 13G/A | Hotchkis and Wiley Capital Management, LLCwith 1 co-filers | 9.0% |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-05-20 | Maddox Mark D | Executive VP - Administration | Sold | 9,800 | $392.4K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 29 | $22.0M | 524,218 | 6 | 6 | 7 | 0.0% |
| Q2 2026 | 820 | $13.6B | 400,473,921 | 127 | 295 | 230 | 4.1% |
| Q1 2026 | 828 | $15.4B | 346,887,972 | 188 | 259 | 213 | 4.7% |
| Q4 2025 | 730 | $8.9B | 343,466,247 | 90 | 269 | 209 | 5.2% |
| Q3 2025 | 689 | $8.9B | 347,247,581 | 121 | 248 | 186 | 4.9% |
| Q2 2025 | 632 | $6.7B | 343,142,279 | 95 | 260 | 176 | 6.6% |
| Q1 2025 | 616 | $7.4B | 333,020,739 | 79 | 197 | 213 | 5.7% |
| Q4 2024 | 659 | $8.2B | 330,826,344 | 87 | 226 | 213 | 6.4% |
| Q3 2024 | 634 | $8.5B | 313,443,935 | 66 | 232 | 210 | 7.0% |
| Q2 2024 | 668 | $9.8B | 311,927,853 | 96 | 295 | 145 | 6.5% |
| Q1 2024 | 673 | $10.5B | 287,246,054 | 83 | 242 | 214 | 6.3% |
| Q4 2023 | 674 | $9.9B | 255,584,663 | 68 | 203 | 226 | 7.0% |
| Q3 2023 | 653 | $11.1B | 249,509,752 | 76 | 186 | 232 | 7.5% |
| Q2 2023 | 634 | $9.2B | 247,129,226 | 72 | 179 | 232 | 8.3% |
| Q1 2023 | 661 | $10.0B | 256,467,940 | 67 | 204 | 232 | 7.6% |
| Q4 2022 | 723 | $12.5B | 248,950,868 | 122 | 209 | 224 | 7.3% |
| Q3 2022 | 650 | $9.7B | 261,026,933 | 82 | 204 | 228 | 7.4% |
| Q2 2022 | 659 | $10.2B | 271,110,948 | 115 | 217 | 204 | 6.6% |
| Q1 2022 | 625 | $12.6B | 285,676,979 | 168 | 183 | 163 | 6.6% |
| Q4 2021 | 507 | $8.3B | 290,951,405 | 94 | 126 | 165 | 5.4% |
| Q3 2021 | 456 | $7.0B | 313,098,329 | 59 | 116 | 156 | 4.3% |
| Q2 2021 | 455 | $7.1B | 310,569,284 | 78 | 128 | 140 | 5.1% |
| Q1 2021 | 421 | $5.7B | 311,644,782 | 420 | 0 | 1 | 2.9% |
| Q4 2020 | 8 | $237.7K | 15,709 | 1 | 1 | 0 | 0.0% |
| Q3 2020 | 5 | $60.8K | 4,967 | 0 | 0 | 2 | 0.0% |
| Q2 2020 | 7 | $147.0K | 9,465 | 3 | 0 | 0 | 0.0% |
| Q1 2020 | 4 | $27.5K | 1,963 | 0 | 0 | 1 | 0.0% |
| Q4 2019 | 4 | $49.5K | 2,113 | 0 | 0 | 1 | 0.0% |
| Q3 2019 | 3 | $62.3K | 2,613 | 0 | 1 | 1 | 0.0% |
| Q2 2019 | 4 | $216.8K | 7,758 | 0 | 1 | 2 | 0.0% |
| Q1 2019 | 5 | $265.1K | 8,084 | 1 | 0 | 3 | 0.0% |
| Q4 2018 | 4 | $214.6K | 8,159 | 0 | 3 | 0 | 0.0% |