# APOLLO GLOBAL MGMT INC (APO)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/APO/

- Reporting holders: 40
- Reported value: $41.5M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [ARGENT CAPITAL MANAGEMENT LLC](https://holderbook.com/funds/1120926-argent-capital-management-llc/) | $26.6M | 229,370 | 0.8% | 7 |
| [DOLIVER ADVISORS, LP](https://holderbook.com/funds/938077-doliver-advisors-lp/) | $2.6M | 22,341 | 0.6% | 19 |
| [YHB Investment Advisors, Inc.](https://holderbook.com/funds/1469219-yhb-investment-advisors-inc/) | $1.3M | 11,540 | 0.1% | 12 |
| [Shulman DeMeo Asset Management LLC](https://holderbook.com/funds/1767070-shulman-demeo-asset-management-llc/) | $1.2M | 10,831 | 0.2% | 3 |
| [BAKER TILLY WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/1840565-baker-tilly-wealth-management-llc/) | $1.2M | 10,513 | 0.2% | 18 |
| [CENTRAL BANK & TRUST CO](https://holderbook.com/funds/1175954-central-bank-trust-co/) | $1.1M | 9,534 | 0.2% | 11 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $865.7K | 7,459 | 0.0% | 16 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $855.7K | 7,373 | 0.0% | 12 |
| [Invariant Investment Management](https://holderbook.com/funds/1850871-invariant-investment-management/) | $699.2K | 6,132 | 0.4% | 4 |
| [Athena Wealth Management, LLC](https://holderbook.com/funds/2128243-athena-wealth-management-llc/) | $689.1K | 5,938 | 0.5% | 4 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $670.2K | 5,812 | 0.0% | 14 |
| [VALLEY WEALTH MANAGERS, INC.](https://holderbook.com/funds/924166-valley-wealth-managers-inc/) | $587.8K | 5,065 | 0.0% | 8 |
| [Cooper Financial Group](https://holderbook.com/funds/1751581-cooper-financial-group/) | $394.5K | 3,399 | 0.0% | 10 |
| [CHICKASAW CAPITAL MANAGEMENT LLC](https://holderbook.com/funds/1276460-chickasaw-capital-management-llc/) | $309.1K | 2,663 | 0.0% | 13 |
| [Whalen Wealth Management Inc.](https://holderbook.com/funds/1894447-whalen-wealth-management-inc/) | $266.6K | 2,297 | 0.1% | 2 |
| [AMERICAN NATIONAL BANK & TRUST](https://holderbook.com/funds/1272164-american-national-bank-trust/) | $259.6K | 2,237 | 0.0% | 6 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $231.2K | 1,992 | 0.0% | 2 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $224.8K | 1,937 | 0.0% | 2 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $223.0K | 1,921 | 0.0% | 11 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $222.9K | 1,929 | 0.0% | 5 |
| [Wealth Science Advisors LLC](https://holderbook.com/funds/2083087-wealth-science-advisors-llc/) | $211.8K | 1,825 | 0.1% | 2 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $191.8K | 1,653 | 0.0% | 17 |
| [ARMSTRONG ADVISORY GROUP, INC](https://holderbook.com/funds/1932952-armstrong-advisory-group-inc/) | $151.3K | 1,304 | 0.0% | 16 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $99.2K | 855 | 0.0% | 14 |
| [Coastline Trust Co](https://holderbook.com/funds/1324279-coastline-trust-co/) | $47.6K | 410 | 0.0% | 8 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 40 | $41.5M |
| Q2 2026 | 1,189 | $53.1B |
| Q1 2026 | 1,151 | $49.1B |
| Q4 2025 | 1,218 | $62.3B |
| Q3 2025 | 1,149 | $55.5B |
| Q2 2025 | 1,159 | $57.3B |
| Q1 2025 | 1,116 | $55.6B |
| Q4 2024 | 1,131 | $68.1B |
| Q3 2024 | 960 | $46.0B |
| Q2 2024 | 947 | $42.9B |
| Q1 2024 | 899 | $41.8B |
| Q4 2023 | 847 | $32.4B |