Who owns APO (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-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on APO is one-sided between 2025-Q4 and 2026-Q1: 141 added or opened and 554 trimmed or exited — on balance reducing.
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, VANGUARD GROUP 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 2025-Q4 and 2026-Q1, across 1128 tracked filers holding APO, 593 increased or opened the position and 607 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
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 2025-Q4 and 2026-Q1 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 60
- VANGUARD CAPITAL MANAGEMENT LLC$3.1B
- VANGUARD PORTFOLIO MANAGEMENT LLC$1.7B
- VANGUARD FIDUCIARY TRUST CO$290M
- CapitalatWork S.A.$163M
- Vanguard Global Advisers, LLC$115M
- VANGUARD ASSET MANAGEMENT, Ltd$82M
Full exits 76
- VANGUARD GROUP INC$6.9B
- LOCUST WOOD CAPITAL ADVISERS, LLC$49M
- Ceredex Value Advisors LLC$31M
- COBALT CAPITAL MANAGEMENT, INC.$23M
- Skandinaviska Enskilda Banken AB (publ)$22M
- Oribel Capital Management, LP$18M
Largest adds
- Capital Research Global Investors$1.3B
- UBS Group AG$191M
- Mariner, LLC$163M
- Focus Partners Wealth$159M
- Temasek Holdings (Private) Ltd$155M
- Clearbridge Investments, LLC$120M
Largest trims
- FMR LLC$2.0B
- BlackRock, Inc.$1.7B
- Capital World Investors$1.4B
- STATE STREET CORP$628M
- TIGER GLOBAL MANAGEMENT LLC$532M
- VICTORY CAPITAL MANAGEMENT INC$501M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. trimmed | 30,448,382 | $3.4B | 7.2% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 28,179,227 | $3.1B | 6.7% | 2026-Q1 |
| Capital Research Global Investors added | 26,182,472 | $2.9B | 6.2% | 2026-Q1 |
| FMR LLC trimmed | 21,974,921 | $2.4B | 5.2% | 2026-Q1 |
| STATE STREET CORP added | 19,618,300 | $2.2B | 4.6% | 2026-Q1 |
| Capital World Investors trimmed | 18,907,562 | $2.1B | 4.5% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 15,094,086 | $1.7B | 3.6% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 10,498,455 | $1.2B | 2.5% | 2026-Q1 |
| NORGES BANK trimmed | 8,137,293 | $1.1B | 2.4% | 2026-Q1 |
| Capital International Investors trimmed | 9,916,499 | $1.1B | 2.3% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 9,877,359 | $1.1B | 2.3% | 2026-Q1 |
| National Philanthropic Trust trimmed | 9,005,313 | $1.0B | 2.1% | 2026-Q1 |
| MORGAN STANLEY added | 8,829,846 | $984M | 2.1% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 8,777,297 | $965M | 2.0% | 2026-Q1 |
| UBS Group AG added | 6,440,923 | $718M | 1.5% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 5,423,264 | $604M | 1.3% | 2026-Q1 |
| Clearbridge Investments, LLC added | 5,178,671 | $577M | 1.2% | 2026-Q1 |
| Mariner, LLC added | 4,645,974 | $518M | 1.1% | 2026-Q1 |
| NORTHERN TRUST CORP trimmed | 4,230,017 | $471M | 1.0% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 4,129,256 | $460M | 1.0% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 3,957,303 | $441M | 0.9% | 2026-Q1 |
| Legal & General Group Plc added | 3,718,591 | $414M | 0.9% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 3,429,740 | $382M | 0.8% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 3,373,457 | $376M | 0.8% | 2026-Q1 |
| TIGER GLOBAL MANAGEMENT LLC trimmed | 3,293,334 | $367M | 0.8% | 2026-Q1 |
| Focus Partners Wealth added | 3,254,362 | $363M | 0.8% | 2026-Q1 |
| Boston Partners trimmed | 3,169,697 | $352M | 0.7% | 2026-Q1 |
| Bank of New York Mellon Corp added | 2,901,110 | $323M | 0.7% | 2026-Q1 |
| BECK MACK & OLIVER LLC added | 2,764,959 | $308M | 0.7% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 2,602,884 | $290M | 0.6% | 2026-Q1 |
| Invesco Ltd. added | 2,586,885 | $288M | 0.6% | 2026-Q1 |
| Temasek Holdings (Private) Ltd added | 2,368,162 | $264M | 0.6% | 2026-Q1 |
| Curated Wealth Partners LLC trimmed | 2,219,266 | $247M | 0.5% | 2026-Q1 |
| Allen Investment Management, LLC trimmed | 2,217,621 | $247M | 0.5% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 2,118,873 | $236M | 0.5% | 2026-Q1 |
| NEUBERGER BERMAN GROUP LLC trimmed | 2,039,907 | $227M | 0.5% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 1,976,083 | $220M | 0.5% | 2026-Q1 |
| Heard Capital LLC added | 1,681,520 | $187M | 0.4% | 2026-Q1 |
| Amundi added | 1,673,494 | $186M | 0.4% | 2026-Q1 |
| BAHL & GAYNOR INC added | 1,488,665 | $166M | 0.4% | 2026-Q1 |
| CapitalatWork S.A. new | 1,462,525 | $163M | 0.3% | 2026-Q1 |
| BARCLAYS PLC added | 1,439,313 | $160M | 0.3% | 2026-Q1 |
| DEUTSCHE BANK AG\ trimmed | 1,387,227 | $155M | 0.3% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 1,381,789 | $154M | 0.3% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 1,348,721 | $150M | 0.3% | 2026-Q1 |
| COOPERMAN LEON G | 1,337,000 | $149M | 0.3% | 2026-Q1 |
| Swiss National Bank added | 1,277,414 | $142M | 0.3% | 2026-Q1 |
| Regal Partners Ltd added | 1,269,689 | $141M | 0.3% | 2026-Q1 |
| JANUS HENDERSON GROUP PLC added | 1,244,061 | $139M | 0.3% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP added | 1,190,328 | $133M | 0.3% | 2026-Q1 |
| D1 Capital Partners L.P. | 1,159,000 | $129M | 0.3% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. trimmed | 891,998 | $129M | 0.3% | 2026-Q1 |
| Nuveen, LLC trimmed | 1,142,683 | $127M | 0.3% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ trimmed | 1,121,964 | $125M | 0.3% | 2026-Q1 |
| MENORA MIVTACHIM HOLDINGS LTD. | 1,096,396 | $122M | 0.3% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 1,038,731 | $116M | 0.2% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 1,031,619 | $115M | 0.2% | 2026-Q1 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 1,018,798 | $114M | 0.2% | 2026-Q1 |
| Markel Group Inc. | 1,012,500 | $113M | 0.2% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 986,993 | $110M | 0.2% | 2026-Q1 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 918,436 | $102M | 0.2% | 2026-Q1 |
| Select Equity Group, L.P. added | 913,985 | $102M | 0.2% | 2026-Q1 |
| Ensign Peak Advisors, Inc added | 881,657 | $98M | 0.2% | 2026-Q1 |
| MSA Advisors, LLC added | 863,802 | $96M | 0.2% | 2026-Q1 |
| National Pension Service trimmed | 846,620 | $94M | 0.2% | 2026-Q1 |
| HSBC HOLDINGS PLC trimmed | 831,836 | $93M | 0.2% | 2026-Q1 |
| California Public Employees Retirement System added | 802,136 | $89M | 0.2% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 752,761 | $84M | 0.2% | 2026-Q1 |
| VANGUARD ASSET MANAGEMENT, Ltd new | 738,472 | $82M | 0.2% | 2026-Q1 |
| Newbrook Capital Advisors LP added | 672,441 | $75M | 0.2% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 643,713 | $72M | 0.2% | 2026-Q1 |
| FIL Ltd added | 639,342 | $71M | 0.2% | 2026-Q1 |
| CITIGROUP INC added | 630,900 | $70M | 0.1% | 2026-Q1 |
| Williams Jones Wealth Management, LLC. trimmed | 630,836 | $70M | 0.1% | 2026-Q1 |
| Partners Group Holding AG added | 615,844 | $69M | 0.1% | 2026-Q1 |
| Cornerstone Investment Partners, LLC trimmed | 615,497 | $69M | 0.1% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 580,055 | $65M | 0.1% | 2026-Q1 |
| MOORE CAPITAL MANAGEMENT, LP added | 530,000 | $59M | 0.1% | 2026-Q1 |
| OCO Capital Partners, L.P. added | 525,000 | $58M | 0.1% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 524,609 | $58M | 0.1% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC trimmed | 511,066 | $57M | 0.1% | 2026-Q1 |
| GUARDIAN POINT CAPITAL, LP added | 500,000 | $56M | 0.1% | 2026-Q1 |
| Long Focus Capital Management, LLC added | 484,000 | $54M | 0.1% | 2026-Q1 |
| NEW YORK STATE COMMON RETIREMENT FUND | 481,236 | $54M | 0.1% | 2026-Q1 |
| Marex Group plc added | 479,091 | $53M | 0.1% | 2026-Q1 |
| VAUGHAN DAVID INVESTMENTS LLC/IL added | 463,846 | $52M | 0.1% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 459,986 | $51M | 0.1% | 2026-Q1 |
| Callodine Capital Management, LP trimmed | 438,504 | $49M | 0.1% | 2026-Q1 |
| iA Global Asset Management Inc. added | 432,237 | $48M | 0.1% | 2026-Q1 |
| JOHNSON INVESTMENT COUNSEL INC trimmed | 420,594 | $47M | 0.1% | 2026-Q1 |
| Cerity Partners LLC added | 417,968 | $47M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC added | 47,760,590 | $6.9B | 14.7% | 2025-Q4 stale |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ trimmed | 2,044,533 | $290M | 0.6% | 2025-Q2 stale |
| WESTFIELD CAPITAL MANAGEMENT CO LP added | 761,721 | $108M | 0.2% | 2025-Q2 stale |
| TWO SIGMA ADVISERS, LP added | 660,324 | $94M | 0.2% | 2025-Q2 stale |
| Third Point LLC trimmed | 650,000 | $87M | 0.2% | 2025-Q3 stale |
| PointState Capital LP added | 614,953 | $84M | 0.2% | 2025-Q1 stale |
| Palestra Capital Management LLC trimmed | 470,278 | $64M | 0.1% | 2025-Q1 stale |
| COOKSON PEIRCE & CO INC trimmed | 387,720 | $55M | 0.1% | 2025-Q2 stale |
| LOCUST WOOD CAPITAL ADVISERS, LLC trimmed | 336,837 | $49M | 0.1% | 2025-Q4 stale |
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.
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.