APOLLO GLOBAL MGMT INC (APO)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
1,125
Reporting holders
$49.4B
Reported value
65.1%
Of shares outstanding
8.2%
Held as options
+31
Holder change
Institutions report 384,433,613 shares against 590,543,159 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $3.9B | 33,224,455 | 0.06% | 8q | -3.8%-$155.9M |
| VANGUARD CAPITAL MANAGEMENT LLC | $3.3B | 28,196,855 | 0.07% | 2q | HELD |
| FMR LLC | $2.9B | 24,220,604 | 0.12% | 18q | +10.2%+$265.5M |
| Capital Research Global Investors | $2.8B | 23,972,610 | 0.40% | 13q | -8.4%-$261.4M |
| STATE STREET CORP | $2.4B | 19,878,764 | 0.07% | 18q | +1.3%+$30.8M |
| Capital World Investors | $2.2B | 18,279,251 | 0.26% | 18q | -3.3%-$74.3M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1.7B | 14,538,875 | 0.08% | 2q | -3.7%-$65.7M |
| JANE STREET GROUP, LLC | $1.4B | 78,381 | 0.11% | 18q | -66.5%-$2.7B |
| WELLS FARGO & COMPANY/MN | $1.3B | 1,550,234 | 0.21% | 18q | -43.9%-$1.0B |
| FRANKLIN RESOURCES INC | $1.2B | 10,456,470 | 0.27% | 18q | +5.9%+$68.5M |
| GEODE CAPITAL MANAGEMENT, LLC | $1.2B | 10,396,296 | 0.07% | 18q | -1.0%-$12.0M |
| National Philanthropic Trust | $1.1B | 9,138,579 | 15.63% | 10q | +1.5%+$15.8M |
| MORGAN STANLEY | $1.1B | 8,937,664 | 0.06% | 18q | +1.2%+$12.8M |
| UBS Group AG | $968.1M | 5,974,406 | 0.12% | 18q | -7.2%-$75.6M |
| NORGES BANK | $866.5M | 7,323,927 | 0.09% | 16q | -15.7%-$161.6M |
| BANK OF AMERICA CORP /DE/ | $817.7M | 6,911,799 | 0.05% | 18q | +74.7%+$349.5M |
| GOLDMAN SACHS GROUP INC | $673.3M | 4,817,138 | 0.06% | 18q | +16.7%+$96.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $669.4M | 5,657,781 | 0.12% | 18q | +4.3%+$27.7M |
| Clearbridge Investments, LLC | $609.9M | 5,155,005 | 0.50% | 18q | HELD |
| NORTHERN TRUST CORP | $576.2M | 4,870,509 | 0.07% | 18q | +15.1%+$75.8M |
| Mariner, LLC | $538.8M | 4,681,672 | 0.57% | 18q | +0.8%+$4.1M |
| JPMORGAN CHASE & CO | $517.0M | 4,502,365 | 0.03% | 18q | -48.7%-$490.9M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $487.9M | 286,701 | 0.04% | 18q | +3.7%+$17.4M |
| Legal & General Group Plc | $460.0M | 3,887,979 | 0.10% | 18q | +4.6%+$20.0M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $426.9M | 3,608,191 | 0.06% | 18q | +7.0%+$27.8M |
| Sixth Street Partners Management Company, L.P. | $426.9M | 3,608,191 | 0.06% | new | NEW |
| Capital International Investors | $399.6M | 3,377,554 | 0.08% | 18q | -65.9%-$773.6M |
| Boston Partners | $397.5M | 3,356,695 | 0.35% | 6q | +5.9%+$22.1M |
| ROYAL BANK OF CANADA | $378.0M | 3,134,284 | 0.06% | 18q | +201.7%+$252.7M |
| Bank of New York Mellon Corp | $336.6M | 2,845,435 | 0.06% | 18q | -1.9%-$6.6M |
| TIGER GLOBAL MANAGEMENT LLC | $322.2M | 2,723,110 | 1.34% | 18q | -17.3%-$67.5M |
| BECK MACK & OLIVER LLC | $318.7M | 2,693,798 | 6.21% | 19q | -2.6%-$8.4M |
| BARCLAYS PLC | $312.2M | 2,398,001 | 0.06% | 18q | +66.6%+$124.8M |
| Bahl & Gaynor LLC | $302.6M | 2,557,635 | 1.40% | 9q | +71.8%+$126.5M |
| VANGUARD FIDUCIARY TRUST CO | $300.5M | 2,540,053 | 0.07% | 2q | -2.4%-$7.4M |
| Invesco Ltd. | $283.5M | 2,396,082 | 0.02% | 18q | -10.9%-$34.6M |
| Curated Wealth Partners LLC | $265.8M | 3,359,447 | 16.24% | 17q | +51.4%+$90.2M |
| CITADEL ADVISORS LLC | $263.0M | 468,928 | 0.03% | 18q | +38.2%+$72.6M |
| DIMENSIONAL FUND ADVISORS LP | $250.2M | 2,115,596 | 0.05% | 18q | +7.1%+$16.5M |
| Temasek Holdings (Private) Ltd | $240.1M | 2,029,395 | 0.64% | 4q | -14.3%-$40.1M |
| NEUBERGER BERMAN GROUP LLC | $232.6M | 1,966,436 | 0.15% | 18q | -3.6%-$8.7M |
| MILLENNIUM MANAGEMENT LLC | $208.9M | 1,153,820 | 0.08% | 18q | +17044.4%+$207.7M |
| Heard Capital LLC | $200.0M | 1,690,310 | 8.56% | 18q | +0.5%+$1.0M |
| Focus Partners Wealth | $194.7M | 1,645,757 | 0.20% | 11q | -49.4%-$190.3M |
| RAYMOND JAMES FINANCIAL INC | $178.9M | 1,512,172 | 0.05% | 7q | +12.1%+$19.3M |
| DEUTSCHE BANK AG\ | $172.3M | 1,456,257 | 0.05% | 18q | +5.0%+$8.2M |
| Regal Partners Ltd | $166.0M | 1,403,295 | 9.17% | 11q | +10.5%+$15.8M |
| Amundi | $165.0M | 1,394,459 | 0.04% | 18q | -16.7%-$33.0M |
| COOPERMAN LEON G | $158.2M | 1,337,000 | 4.46% | 18q | HELD |
| BANK OF MONTREAL /CAN/ | $154.9M | 1,309,224 | 0.05% | 18q | +16.7%+$22.2M |
| MARSHALL WACE, LLP | $146.3M | 1,236,909 | 0.12% | 11q | +460.0%+$120.2M |
| Swiss National Bank | $139.9M | 1,182,514 | 0.07% | 13q | -7.4%-$11.2M |
| D1 Capital Partners L.P. | $137.1M | 1,159,000 | 0.39% | 6q | HELD |
| Select Equity Group, L.P. | $136.6M | 1,154,448 | 0.68% | 18q | +26.3%+$28.4M |
| Mitsubishi UFJ Asset Management Co., Ltd. | $136.5M | 1,153,985 | 0.08% | 18q | +13.3%+$16.0M |
| Allen Investment Management, LLC | $132.3M | 1,118,010 | 1.57% | 18q | -49.6%-$130.1M |
| MENORA MIVTACHIM HOLDINGS LTD. | $129.7M | 1,096,396 | 0.51% | 10q | HELD |
| Nuveen, LLC | $128.3M | 1,084,106 | 0.03% | 6q | -5.1%-$6.9M |
| Markel Group Inc. | $119.8M | 1,012,500 | 0.91% | 18q | HELD |
| Vanguard Global Advisers, LLC | $119.7M | 1,012,165 | 0.06% | 2q | -1.9%-$2.3M |
| HSBC HOLDINGS PLC | $112.1M | 899,511 | 0.05% | 18q | +8.1%+$8.4M |
| WELLINGTON MANAGEMENT GROUP LLP | $111.1M | 938,809 | 0.02% | 18q | -21.2%-$29.9M |
| Sumitomo Mitsui Trust Group, Inc. | $107.3M | 907,330 | 0.06% | 17q | -1.2%-$1.3M |
| ENVESTNET ASSET MANAGEMENT INC | $104.6M | 884,185 | 0.02% | 18q | +52.4%+$36.0M |
| National Pension Service | $104.1M | 879,811 | 0.07% | 13q | +3.9%+$3.9M |
| CITIGROUP INC | $100.8M | 696,888 | 0.03% | 18q | +10.5%+$9.5M |
| Parallax Volatility Advisers, L.P. | $99.5M | 3 | 0.17% | 18q | +200.0%+$66.4M |
| VANGUARD ASSET MANAGEMENT, Ltd | $96.5M | 815,791 | 0.07% | 2q | +10.5%+$9.1M |
| Ensign Peak Advisors, Inc | $96.1M | 812,484 | 0.16% | 19q | -53.9%-$112.5M |
| Newbrook Capital Advisors LP | $94.1M | 795,122 | 12.70% | 18q | +18.2%+$14.5M |
| ALLIANCEBERNSTEIN L.P. | $93.2M | 836,493 | 0.03% | 18q | -6.2%-$6.2M |
| MSA Advisors, LLC | $92.4M | 781,052 | 23.78% | 11q | -9.6%-$9.8M |
| BNP PARIBAS FINANCIAL MARKETS | $92.4M | 606,955 | 0.03% | 7q | -38.5%-$57.8M |
| Walleye Trading LLC | $90.9M | options only | 0.10% | 18q | OPTIONS |
| FIL Ltd | $89.0M | 752,324 | 0.06% | 18q | +17.7%+$13.4M |
| RHUMBLINE ADVISERS | $83.8M | 708,271 | 0.06% | 18q | -5.9%-$5.3M |
| Cornerstone Investment Partners, LLC | $80.2M | 677,475 | 2.68% | 8q | +10.1%+$7.3M |
| California Public Employees Retirement System | $75.2M | 635,502 | 0.04% | 18q | -20.8%-$19.7M |
| Williams Jones Wealth Management, LLC. | $70.6M | 596,751 | 0.80% | 19q | -5.4%-$4.0M |
| MOORE CAPITAL MANAGEMENT, LP | $69.0M | 583,000 | 1.02% | 14q | +10.0%+$6.3M |
| Freestone Grove Partners LP | $67.9M | 573,503 | 0.44% | new | NEW |
| CREDIT AGRICOLE S A | $66.6M | 298,098 | 0.14% | 10q | +79.5%+$29.5M |
| Empyrean Capital Partners, LP | $63.9M | 540,000 | 2.11% | 2q | +64.5%+$25.1M |
| Assenagon Asset Management S.A. | $63.6M | 537,428 | 0.04% | 17q | +703.1%+$55.7M |
| OCO Capital Partners, L.P. | $63.3M | 535,000 | 11.12% | 18q | +1.9%+$1.2M |
| TCW GROUP INC | $60.9M | 514,955 | 0.41% | 18q | +207.3%+$41.1M |
| PRINCIPAL FINANCIAL GROUP INC | $60.4M | 510,233 | 0.03% | 18q | -2.7%-$1.7M |
| Partners Group Holding AG | $60.3M | 509,278 | 4.11% | 18q | -17.3%-$12.6M |
| AMERICAN CENTURY COMPANIES INC | $60.0M | 507,481 | 0.03% | 18q | -0.7%-$424.1K |
| GUARDIAN POINT CAPITAL, LP | $59.2M | 500,000 | 18.21% | 18q | HELD |
| Balyasny Asset Management L.P. | $57.7M | 407,804 | 0.07% | 12q | HELD |
| Corient Private Wealth LP | $55.9M | 472,115 | 0.04% | 15q | +63.4%+$21.7M |
| NEW YORK STATE COMMON RETIREMENT FUND | $53.5M | 452,236 | 0.07% | 18q | -6.0%-$3.4M |
| Rockefeller Capital Management L.P. | $53.0M | 448,214 | 0.08% | 18q | -2.6%-$1.4M |
| AVIVA PLC | $49.7M | 420,229 | 0.07% | 17q | +5.1%+$2.4M |
| Jupiter Topco LLC | $48.2M | 407,336 | 0.02% | new | FIRST |
| MHR FUND MANAGEMENT LLC | $47.3M | 399,505 | 2.46% | 17q | HELD |
| LPL Financial LLC | $46.3M | 391,617 | 0.01% | 17q | +3.4%+$1.5M |
| PFA Pension, Forsikringsaktieselskab | $46.1M | 389,673 | 0.12% | 3q | +6.6%+$2.8M |
| BROWN ADVISORY INC | $46.1M | 389,463 | 0.07% | 18q | +1.4%+$631.5K |
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% |
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 |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 1,125 | $49.4B | 384,433,613 | 131 | 443 | 335 | 8.2% |
| Q1 2026 | 1,094 | $47.9B | 381,747,037 | 111 | 422 | 369 | 11.2% |
| Q4 2025 | 1,154 | $60.6B | 378,597,131 | 120 | 426 | 328 | 9.8% |
| Q3 2025 | 1,076 | $53.6B | 371,112,506 | 111 | 445 | 277 | 7.8% |
| Q2 2025 | 1,083 | $55.9B | 359,557,994 | 125 | 431 | 306 | 8.7% |
| Q1 2025 | 1,037 | $54.2B | 362,261,498 | 117 | 422 | 291 | 8.5% |
| Q4 2024 | 1,052 | $65.8B | 359,553,156 | 172 | 337 | 288 | 9.7% |
| Q3 2024 | 888 | $44.6B | 335,387,088 | 94 | 286 | 298 | 5.6% |
| Q2 2024 | 868 | $41.1B | 337,705,729 | 104 | 301 | 250 | 3.1% |
| Q1 2024 | 816 | $40.1B | 343,298,201 | 115 | 282 | 221 | 3.8% |
| Q4 2023 | 752 | $30.8B | 321,750,731 | 95 | 222 | 211 | 2.7% |
| Q3 2023 | 668 | $28.0B | 304,065,982 | 100 | 201 | 199 | 2.4% |
| Q2 2023 | 601 | $23.6B | 302,464,927 | 89 | 154 | 196 | 1.8% |
| Q1 2023 | 564 | $19.1B | 298,236,708 | 58 | 172 | 199 | 1.6% |
| Q4 2022 | 548 | $18.6B | 284,359,982 | 89 | 167 | 161 | 2.7% |
| Q3 2022 | 611 | $15.4B | 326,161,565 | 63 | 199 | 191 | 1.5% |
| Q2 2022 | 608 | $33.4B | 323,716,951 | 111 | 224 | 152 | 53.0% |
| Q1 2022 | 597 | $89.7B | 305,553,405 | 550 | 19 | 9 | 78.9% |
| 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% |