APOLLO GLOBAL MGMT INC (APO)
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 |
|---|---|---|---|---|---|
| ARGENT CAPITAL MANAGEMENT LLC | $26.6M | 229,370 | 0.85% | 7q | -1.8%-$484.4K |
| DOLIVER ADVISORS, LP | $2.6M | 22,341 | 0.57% | 19q | -1.9%-$50.3K |
| YHB Investment Advisors, Inc. | $1.3M | 11,540 | 0.08% | 12q | -5.3%-$75.1K |
| Shulman DeMeo Asset Management LLC | $1.2M | 10,831 | 0.25% | 3q | -0.7%-$9.1K |
| BAKER TILLY WEALTH MANAGEMENT, LLC | $1.2M | 10,513 | 0.24% | 18q | -0.8%-$10.4K |
| CENTRAL BANK & TRUST CO | $1.1M | 9,534 | 0.16% | 11q | +4.3%+$45.5K |
| Farther Finance Advisors, LLC | $865.7K | 7,459 | 0.01% | 16q | +20.3%+$145.9K |
| GAMMA Investing LLC | $855.7K | 7,373 | 0.03% | 12q | +29.1%+$192.8K |
| Invariant Investment Management | $699.2K | 6,132 | 0.40% | 4q | +2.7%+$18.2K |
| Athena Wealth Management, LLC | $689.1K | 5,938 | 0.49% | 4q | -3.5%-$25.0K |
| Wedmont Private Capital | $670.2K | 5,812 | 0.02% | 14q | +4.0%+$25.8K |
| VALLEY WEALTH MANAGERS, INC. | $587.8K | 5,065 | 0.03% | 8q | +7.4%+$40.6K |
| Cooper Financial Group | $394.5K | 3,399 | 0.03% | 10q | -8.6%-$37.1K |
| CHICKASAW CAPITAL MANAGEMENT LLC | $309.1K | 2,663 | 0.01% | 13q | +4.7%+$13.9K |
| Whalen Wealth Management Inc. | $266.6K | 2,297 | 0.11% | 2q | -34.3%-$139.4K |
| AMERICAN NATIONAL BANK & TRUST | $259.6K | 2,237 | 0.02% | 6q | HELD |
| Avidian Wealth Enterprises, LLC | $231.2K | 1,992 | 0.01% | 2q | +2.0%+$4.6K |
| Valeo Financial Advisors, LLC | $224.8K | 1,937 | 0.00% | 2q | +5.0%+$10.8K |
| CoreCap Advisors, LLC | $223.0K | 1,921 | 0.01% | 11q | -4.7%-$10.9K |
| Apella Capital, LLC | $222.9K | 1,929 | 0.00% | 5q | -7.5%-$18.1K |
| Wealth Science Advisors LLC | $211.8K | 1,825 | 0.09% | 2q | -53.0%-$238.4K |
| MassMutual Private Wealth & Trust, FSB | $191.8K | 1,653 | 0.01% | 17q | -3.9%-$7.8K |
| ARMSTRONG ADVISORY GROUP, INC | $151.3K | 1,304 | 0.01% | 16q | HELD |
| Versant Capital Management, Inc | $99.2K | 855 | 0.01% | 14q | -13.5%-$15.6K |
| Coastline Trust Co | $47.6K | 410 | 0.00% | 8q | -60.1%-$71.6K |
| Sarver Vrooman Wealth Advisors | $39.2K | 338 | 0.02% | 7q | HELD |
| Border to Coast Pensions Partnership Ltd | $30.1K | 260,000 | 0.41% | 9q | +2.0% |
| Rosenberg Matthew Hamilton | $24.4K | 210 | 0.00% | 7q | HELD |
| Roxbury Financial LLC | $23.4K | 202 | 0.02% | 3q | HELD |
| ELEVATION WEALTH PARTNERS, LLC | $19.3K | 166 | 0.01% | 5q | +38.3%+$5.3K |
| Retirement Wealth Solutions LLC | $15.5K | 134 | 0.01% | 8q | +8.1%+$1.2K |
| Planning Strategies Inc. | $14.7K | 127 | 0.01% | 2q | +0.8% |
| Mn Services Vermogensbeheer B.V. | $14.2K | 122,191 | 0.11% | 11q | HELD |
| Olistico Wealth, LLC | $13.3K | 115 | 0.01% | 4q | HELD |
| Byrne Asset Management LLC | $13.1K | 115 | 0.01% | 13q | HELD |
| Grove Bank & Trust | $10.7K | 92 | 0.00% | 15q | HELD |
| Marquette Asset Management, LLC | $2.2K | 19 | 0.00% | 5q | -71.2%-$5.5K |
| TOTH FINANCIAL ADVISORY CORP | $2.1K | 18 | 0.00% | new | NEW |
| GILPIN WEALTH MANAGEMENT, LLC | $1.7K | 15 | 0.00% | 3q | +7.1% |
| Davis Capital Management | $1.5K | 13 | 0.00% | 5q | -7.1% |
| Noble Wealth Management PBC | $928 | 8 | 0.00% | new | NEW |
| CX Institutional | $435 | 3,748 | 0.01% | 5q | +9.9% |
| Wealth Enhancement Trust Services, Inc. | $116 | 1 | 0.00% | 2q | HELD |
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 |
|---|---|---|---|
| 2026-08-14 | 13D | LDB 2025 LLC | 0.5% |
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 |
|---|---|---|---|---|---|
| 2026-05-27 | Zito John P. | Co-President (see Remarks) | Sold | 48,644 | $6.4M ×3 |
| 2026-05-14 | Kelly Martin | Chief Financial Officer | Sold | 7,000 | $942.5K |
| 2026-08-14 | Kelly Martin | Chief Financial Officer | Sold | 3,000 | $422.5K |
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 | 40 | $41.5M | 357,903 | 2 | 13 | 16 | 0.0% |
| Q2 2026 | 1,189 | $53.1B | 414,147,563 | 140 | 463 | 352 | 8.0% |
| Q1 2026 | 1,151 | $49.1B | 392,288,055 | 115 | 444 | 388 | 10.9% |
| Q4 2025 | 1,218 | $62.3B | 389,723,305 | 121 | 448 | 351 | 9.6% |
| Q3 2025 | 1,149 | $55.5B | 384,866,293 | 116 | 472 | 305 | 7.6% |
| Q2 2025 | 1,159 | $57.3B | 369,653,198 | 129 | 459 | 337 | 8.5% |
| Q1 2025 | 1,116 | $55.6B | 372,864,460 | 122 | 449 | 325 | 8.3% |
| Q4 2024 | 1,131 | $68.1B | 373,462,398 | 187 | 367 | 308 | 9.4% |
| Q3 2024 | 960 | $46.0B | 346,003,606 | 102 | 304 | 327 | 5.5% |
| Q2 2024 | 947 | $42.9B | 352,910,084 | 109 | 332 | 274 | 2.9% |
| Q1 2024 | 899 | $41.8B | 358,679,481 | 120 | 316 | 253 | 3.6% |
| Q4 2023 | 847 | $32.4B | 338,501,294 | 103 | 256 | 241 | 2.6% |
| Q3 2023 | 763 | $29.3B | 319,474,105 | 114 | 236 | 227 | 2.3% |
| Q2 2023 | 697 | $24.9B | 319,033,675 | 100 | 193 | 221 | 1.7% |
| Q1 2023 | 662 | $20.5B | 319,068,018 | 68 | 203 | 231 | 1.6% |
| Q4 2022 | 677 | $21.8B | 333,797,559 | 105 | 222 | 187 | 2.4% |
| Q3 2022 | 611 | $15.4B | 326,161,565 | 63 | 199 | 191 | 1.5% |
| Q2 2022 | 608 | $16.0B | 323,716,951 | 111 | 224 | 152 | 1.7% |
| Q1 2022 | 597 | $19.5B | 305,553,405 | 550 | 19 | 9 | 3.1% |
| Q4 2021 | 57 | $500.5M | 6,761,683 | 43 | 1 | 5 | 1.6% |
| Q3 2021 | 12 | $118.8M | 1,928,489 | 2 | 3 | 1 | 0.0% |
| Q2 2021 | 9 | $122.3M | 1,964,808 | 1 | 0 | 3 | 0.0% |
| Q1 2021 | 9 | $99.1M | 2,107,090 | 1 | 4 | 1 | 0.0% |
| Q4 2020 | 9 | $75.0M | 1,530,475 | 2 | 2 | 1 | 0.0% |
| Q3 2020 | 10 | $74.9M | 1,674,087 | 1 | 3 | 1 | 0.0% |
| Q2 2020 | 11 | $86.5M | 1,734,923 | 2 | 1 | 6 | 0.0% |
| Q1 2020 | 11 | $95.8M | 2,860,916 | 1 | 2 | 5 | 0.0% |
| Q4 2019 | 11 | $150.5M | 3,161,607 | 3 | 1 | 3 | 0.0% |
| Q3 2019 | 15 | $186.4M | 4,930,187 | 2 | 6 | 4 | 0.0% |
| Q2 2019 | 226 | $5.2B | 145,922,390 | 40 | 55 | 57 | 4.2% |
| Q1 2019 | 209 | $4.3B | 147,248,932 | 40 | 46 | 61 | 2.5% |
| Q4 2018 | 203 | $3.7B | 147,574,986 | 5 | 4 | 6 | 1.5% |