DaveManuel.com · Institutional Ownership · Who Owns It
APOLLO GLOBAL MGMT INC (APO)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
1,203
Reporting holders
$50.2B
Reported value
65.7%
Of shares outstanding
4.3%
Calls
4.3%
Puts
+38
Holder change
Institutions report 387,849,805 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.
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 |
|---|---|---|---|---|---|
| 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 incl. $1.4B options CALL+PUT | 78,381 | 0.11% | 18q | -66.5%-$2.7B |
| WELLS FARGO & COMPANY/MN | $1.3B incl. $1.1B options CALL+PUT | 1,550,234 | 0.21% | 18q | +12.2%+$142.7M |
| 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% | 11q | +1.5%+$15.8M |
| MORGAN STANLEY | $1.1B | 8,937,664 | 0.06% | 18q | +1.2%+$12.8M |
| UBS Group AG | $968.1M incl. $261.3M options CALL+PUT | 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 incl. $103.4M options CALL+PUT | 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 |
| JPMORGAN CHASE & CO | $540.8M incl. $23.8M options PUT | 4,502,365 | 0.03% | 18q | -48.7%-$513.5M |
| Mariner, LLC | $538.8M | 4,681,672 | 0.57% | 18q | +0.8%+$4.1M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $487.9M incl. $454.0M options CALL+PUT | 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 |
| 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 incl. $7.2M options PUT | 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 incl. $28.5M options CALL+PUT | 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 |
| PRICE T ROWE ASSOCIATES INC /MD/ | $288.6M | 2,438,944 | 0.03% | 18q | -28.9%-$117.2M |
| Invesco Ltd. | $283.5M | 2,396,082 | 0.02% | 18q | -10.9%-$34.6M |
| CITADEL ADVISORS LLC | $263.0M incl. $207.5M options CALL+PUT | 468,928 | 0.03% | 18q | +38.2%+$72.6M |
| Curated Wealth Partners LLC | $261.4M | 2,209,503 | 30.28% | 17q | HELD |
| 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 incl. $72.4M options CALL+PUT | 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 |
| CapitalatWork S.A. | $172.2M | 1,455,614 | 4.32% | 11q | HELD |
| 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 |
| IMC-Chicago, LLC | $129.7M CALL+PUT | options only | 0.03% | 12q | OPTIONS |
| 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 incl. $6.4M options PUT | 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 incl. $18.3M options CALL+PUT | 696,888 | 0.03% | 18q | +10.5%+$9.5M |
| Parallax Volatility Advisers, L.P. | $99.5M incl. $99.5M options CALL+PUT | 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 | -7.8%-$8.2M |
| 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 incl. $20.6M options CALL+PUT | 606,955 | 0.03% | 7q | -38.5%-$57.8M |
| Walleye Trading LLC | $90.9M CALL+PUT | 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 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $73.4M | 620,662 | 0.07% | 18q | -3.6%-$2.7M |
| Williams Jones Wealth Management, LLC. | $70.6M | 596,751 | 0.80% | 19q | -5.4%-$4.0M |
| GROUP ONE TRADING LLC | $69.2M CALL+PUT | options only | 0.10% | 18q | OPTIONS |
| 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 incl. $31.4M options CALL+PUT | 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 incl. $9.5M options CALL+PUT | 407,804 | 0.07% | 12q | HELD |
| VAUGHAN DAVID INVESTMENTS LLC/IL | $54.7M | 462,595 | 1.09% | 19q | HELD |
| 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 |
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 |
|---|---|---|---|
| 2026-10-27 | 13G/A | BlackRock, Inc. | 5.0% |
Tender offers and delisting
Schedules TO, 13E-3 and 14D-9 and Form 25 filed in the last 180 days. Price a share is read from the filing itself where it states one plainly; a marker means we found no figure we could stand behind, and the reason is on it.
| Filed | What | Filed by | Price a share | Source |
|---|---|---|---|---|
| 2026-07-31 | Delisting notice from the exchange | NEW YORK STOCK EXCHANGE LLC | - | filing |
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-10-20 | 2026-10-20 | Directors or officers departed or appointed | filing |
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 | 366 | $1.4B | 12,408,039 | 34 | 117 | 123 | 0.0% |
| Q2 2026 | 1,203 | $50.2B | 387,849,805 | 140 | 466 | 352 | 8.7% |
| Q1 2026 | 1,165 | $47.9B | 388,564,899 | 116 | 446 | 393 | 9.8% |
| Q4 2025 | 1,228 | $62.7B | 389,115,918 | 126 | 450 | 353 | 10.3% |
| Q3 2025 | 1,159 | $56.0B | 384,539,230 | 117 | 473 | 307 | 8.5% |
| Q2 2025 | 1,169 | $57.8B | 369,872,127 | 133 | 462 | 337 | 9.3% |
| Q1 2025 | 1,127 | $56.2B | 373,034,897 | 125 | 450 | 328 | 9.1% |
| Q4 2024 | 1,139 | $68.9B | 373,770,913 | 189 | 370 | 308 | 10.4% |
| Q3 2024 | 967 | $46.6B | 346,242,615 | 103 | 306 | 328 | 6.7% |
| Q2 2024 | 955 | $43.5B | 353,151,574 | 111 | 333 | 276 | 4.2% |
| Q1 2024 | 907 | $42.4B | 358,989,663 | 121 | 319 | 254 | 4.9% |
| Q4 2023 | 854 | $33.6B | 346,758,163 | 104 | 257 | 243 | 3.8% |
| Q3 2023 | 770 | $29.7B | 319,718,154 | 117 | 238 | 229 | 3.3% |
| Q2 2023 | 705 | $25.2B | 319,277,525 | 103 | 193 | 225 | 2.8% |
| Q1 2023 | 667 | $20.7B | 319,554,916 | 70 | 204 | 232 | 2.5% |
| Q4 2022 | 682 | $22.0B | 334,054,397 | 109 | 210 | 208 | 3.0% |
| Q3 2022 | 599 | $110.6B | 2,493,045,739 | 63 | 193 | 190 | 0.3% |
| Q2 2022 | 605 | $116.6B | 2,397,707,735 | 113 | 219 | 154 | 0.3% |
| Q1 2022 | 609 | $171.8B | 2,760,705,848 | 558 | 25 | 11 | 0.4% |
| Q4 2021 | 488 | $20.9B | 279,151,914 | 123 | 154 | 99 | 3.4% |
| Q3 2021 | 489 | $17.2B | 271,460,256 | 87 | 167 | 107 | 2.6% |
| Q2 2021 | 453 | $24.5B | 387,180,923 | 85 | 165 | 99 | 1.6% |
| Q1 2021 | 434 | $19.1B | 398,518,921 | 82 | 145 | 108 | 1.7% |
| Q4 2020 | 398 | $11.3B | 222,478,438 | 57 | 144 | 104 | 3.2% |
| Q3 2020 | 375 | $9.4B | 206,203,578 | 50 | 115 | 103 | 2.3% |
| Q2 2020 | 366 | $14.1B | 275,569,035 | 110 | 90 | 93 | 2.2% |
| Q1 2020 | 319 | $11.0B | 325,476,029 | 73 | 94 | 87 | 1.3% |
| Q4 2019 | 321 | $10.9B | 222,104,710 | 90 | 81 | 79 | 3.2% |
| Q3 2019 | 264 | $9.0B | 229,674,627 | 254 | 6 | 4 | 3.1% |
| Q2 2019 | 224 | $7.9B | 223,233,797 | 40 | 53 | 57 | 2.8% |
| Q1 2019 | 207 | $6.5B | 224,250,816 | 41 | 47 | 59 | 1.7% |
| Q4 2018 | 201 | $9.3B | 372,685,103 | 5 | 4 | 6 | 0.6% |