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Institutional Ownership · SEC Form 13F

Who owns Apollo Global Management (APO)


Which tracked institutional funds hold APO, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See APO company fundamentals →

Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

1,113
Institutional holders
380M
Shares held (tracked funds)
65.7%
Of shares outstanding

How the tape is positioned

340 tracked funds added or opened APO while 203 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

APO’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.0pp gap the other way — the median holder sizes APO more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in APO divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2026-Q1 and 2026-Q2, across 1113 tracked filers holding APO, 610 increased or opened the position and 521 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in APO between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 41

  • Freestone Grove Partners LP$68M
  • BALYASNY ASSET MANAGEMENT L.P.$48M
  • Jupiter Topco LLC$48M
  • Wolf Hill Capital Management, LP$35M
  • Nykredit A/S$16M
  • XTX Topco Ltd$14M

Full exits 79

  • Amundi$186M
  • CapitalatWork S.A.$163M
  • JANUS HENDERSON GROUP PLC$139M
  • Marex Group plc$53M
  • VAUGHAN DAVID INVESTMENTS LLC/IL$52M
  • iA Global Asset Management Inc.$48M

Largest adds

  • BlackRock, Inc.$538M
  • FMR LLC$417M
  • BANK OF AMERICA CORP /DE/$377M
  • ROYAL BANK OF CANADA$255M
  • VANGUARD CAPITAL MANAGEMENT LLC$196M
  • STATE STREET CORP$166M

Largest trims

  • Capital International Investors$705M
  • JPMORGAN CHASE & CO$448M
  • NORGES BANK$248M
  • VICTORY CAPITAL MANAGEMENT INC$221M
  • Focus Partners Wealth$168M
  • Allen Investment Management, LLC$115M

Institutional holders

One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.

FundSharesReported value% of valueQuarter
BlackRock, Inc. added33,224,455$3.9B9.6%2026-Q2
VANGUARD CAPITAL MANAGEMENT LLC added28,196,855$3.3B8.1%2026-Q2
FMR LLC added24,220,604$2.9B7.0%2026-Q2
Capital Research Global Investors trimmed23,972,610$2.8B6.9%2026-Q2
STATE STREET CORP added19,878,764$2.4B5.7%2026-Q2
Capital World Investors trimmed18,279,251$2.2B5.3%2026-Q2
VANGUARD PORTFOLIO MANAGEMENT LLC trimmed14,538,875$1.7B4.2%2026-Q2
FRANKLIN RESOURCES INC added10,456,470$1.2B3.0%2026-Q2
GEODE CAPITAL MANAGEMENT, LLC trimmed10,396,296$1.2B3.0%2026-Q2
National Philanthropic Trust added9,138,579$1.1B2.6%2026-Q2
MORGAN STANLEY added8,937,664$1.1B2.6%2026-Q2
NORGES BANK trimmed7,323,927$866M2.1%2026-Q2
BANK OF AMERICA CORP /DE/ added6,911,799$818M2.0%2026-Q2
UBS Group AG trimmed5,974,406$707M1.7%2026-Q2
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added5,657,781$669M1.6%2026-Q2
Clearbridge Investments, LLC trimmed5,155,005$610M1.5%2026-Q2
NORTHERN TRUST CORP added4,870,509$576M1.4%2026-Q2
GOLDMAN SACHS GROUP INC added4,817,138$570M1.4%2026-Q2
Mariner, LLC added4,681,672$539M1.3%2026-Q2
JPMORGAN CHASE & CO trimmed4,502,365$517M1.3%2026-Q2
Legal & General Group Plc added3,887,979$460M1.1%2026-Q2
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added3,608,191$427M1.0%2026-Q2
Capital International Investors trimmed3,377,554$400M1.0%2026-Q2
Boston Partners added3,356,695$397M1.0%2026-Q2
ROYAL BANK OF CANADA added3,134,284$371M0.9%2026-Q2
Bank of New York Mellon Corp trimmed2,845,435$337M0.8%2026-Q2
TIGER GLOBAL MANAGEMENT LLC trimmed2,723,110$322M0.8%2026-Q2
BECK MACK & OLIVER LLC trimmed2,693,798$319M0.8%2026-Q2
Bahl & Gaynor LLC added2,557,635$303M0.7%2026-Q2
VANGUARD FIDUCIARY TRUST CO trimmed2,540,053$301M0.7%2026-Q2
PRICE T ROWE ASSOCIATES INC /MD/ trimmed2,438,944$289M0.7%2026-Q2
BARCLAYS PLC added2,398,001$284M0.7%2026-Q2
Invesco Ltd. trimmed2,396,082$283M0.7%2026-Q2
Curated Wealth Partners LLC trimmed2,209,503$261M0.6%2026-Q2
DIMENSIONAL FUND ADVISORS LP added2,115,596$250M0.6%2026-Q2
Temasek Holdings (Private) Ltd trimmed2,029,395$240M0.6%2026-Q2
NEUBERGER BERMAN GROUP LLC trimmed1,966,436$233M0.6%2026-Q2
Heard Capital LLC added1,690,310$200M0.5%2026-Q2
Focus Partners Wealth trimmed1,645,757$195M0.5%2026-Q2
WELLS FARGO & COMPANY/MN added1,550,234$183M0.4%2026-Q2
RAYMOND JAMES FINANCIAL INC added1,512,172$179M0.4%2026-Q2
DEUTSCHE BANK AG\ added1,456,257$172M0.4%2026-Q2
Regal Partners Ltd added1,403,295$166M0.4%2026-Q2
COOPERMAN LEON G1,337,000$158M0.4%2026-Q2
BANK OF MONTREAL /CAN/ added1,309,224$155M0.4%2026-Q2
MARSHALL WACE, LLP added1,236,909$146M0.4%2026-Q2
Swiss National Bank trimmed1,182,514$140M0.3%2026-Q2
D1 Capital Partners L.P.1,159,000$137M0.3%2026-Q2
Select Equity Group, L.P. added1,154,448$137M0.3%2026-Q2
Mitsubishi UFJ Asset Management Co., Ltd. added1,153,985$137M0.3%2026-Q2
MILLENNIUM MANAGEMENT LLC added1,153,820$137M0.3%2026-Q2
Allen Investment Management, LLC trimmed1,118,010$132M0.3%2026-Q2
MENORA MIVTACHIM HOLDINGS LTD.1,096,396$130M0.3%2026-Q2
Nuveen, LLC trimmed1,084,106$128M0.3%2026-Q2
Markel Group Inc.1,012,500$120M0.3%2026-Q2
Vanguard Global Advisers, LLC trimmed1,012,165$120M0.3%2026-Q2
WELLINGTON MANAGEMENT GROUP LLP trimmed938,809$111M0.3%2026-Q2
Sumitomo Mitsui Trust Group, Inc. trimmed907,330$107M0.3%2026-Q2
HSBC HOLDINGS PLC added899,511$106M0.3%2026-Q2
ENVESTNET ASSET MANAGEMENT INC added884,185$105M0.3%2026-Q2
National Pension Service added879,811$104M0.3%2026-Q2
ALLIANCEBERNSTEIN L.P. trimmed836,493$93M0.2%2026-Q2
VANGUARD ASSET MANAGEMENT, Ltd added815,791$97M0.2%2026-Q2
Ensign Peak Advisors, Inc trimmed812,484$96M0.2%2026-Q2
Newbrook Capital Advisors LP added795,122$94M0.2%2026-Q2
MSA Advisors, LLC trimmed781,052$92M0.2%2026-Q2
FIL Ltd added752,324$89M0.2%2026-Q2
RHUMBLINE ADVISERS trimmed708,271$84M0.2%2026-Q2
CITIGROUP INC added696,888$82M0.2%2026-Q2
Cornerstone Investment Partners, LLC added677,475$80M0.2%2026-Q2
California Public Employees Retirement System trimmed635,502$75M0.2%2026-Q2
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed620,662$73M0.2%2026-Q2
BNP PARIBAS FINANCIAL MARKETS trimmed606,955$72M0.2%2026-Q2
Williams Jones Wealth Management, LLC. trimmed596,751$71M0.2%2026-Q2
MOORE CAPITAL MANAGEMENT, LP added583,000$69M0.2%2026-Q2
Freestone Grove Partners LP added573,503$68M0.2%2026-Q2
Empyrean Capital Partners, LP added540,000$64M0.2%2026-Q2
OCO Capital Partners, L.P. added535,000$63M0.2%2026-Q2
TCW GROUP INC added514,955$61M0.1%2026-Q2
PRINCIPAL FINANCIAL GROUP INC trimmed510,233$60M0.1%2026-Q2
Partners Group Holding AG trimmed509,278$60M0.1%2026-Q2
AMERICAN CENTURY COMPANIES INC trimmed507,481$60M0.1%2026-Q2
GUARDIAN POINT CAPITAL, LP500,000$59M0.1%2026-Q2
CITADEL ADVISORS LLC added468,928$55M0.1%2026-Q2
NEW YORK STATE COMMON RETIREMENT FUND trimmed452,236$54M0.1%2026-Q2
Rockefeller Capital Management L.P. trimmed448,214$53M0.1%2026-Q2
AVIVA PLC added420,229$50M0.1%2026-Q2
BALYASNY ASSET MANAGEMENT L.P. added407,804$48M0.1%2026-Q2
Jupiter Topco LLC new407,336$48M0.1%2026-Q2
MHR FUND MANAGEMENT LLC399,505$47M0.1%2026-Q2
LPL Financial LLC added391,617$46M0.1%2026-Q2
PFA Pension, Forsikringsaktieselskab added389,673$46M0.1%2026-Q2
BROWN ADVISORY INC added389,463$46M0.1%2026-Q2
Cerity Partners LLC trimmed388,650$46M0.1%2026-Q2
JOHNSON INVESTMENT COUNSEL INC trimmed388,186$46M0.1%2026-Q2
MONTANOVA CAPITAL, LLC trimmed383,300$45M0.1%2026-Q2
Russell Investments Group, Ltd. added381,134$45M0.1%2026-Q2
Aberdeen Group plc added374,908$44M0.1%2026-Q2
DNB Asset Management AS added373,180$44M0.1%2026-Q2
NOMURA ASSET MANAGEMENT CO LTD trimmed370,404$44M0.1%2026-Q2

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership