APOLLO GLOBAL MGMT INC APO
COM · Common Stock · CUSIP 03769M106 · ISIN US03769M1062
American private equity firm
- SectorFinancials
- IndustryInvestment Advice
- HeadquartersNew York, NY
- Founded1990
- Websiteapollo.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($28.9m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $46.55. Options: 22 managers hold calls ($147.9m notional), 21 hold puts ($166.8m).
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | — | $34.8m747.7k shares |
| GROUP ONE TRADING LLC | — | $19.0m409.5k shares |
| CITADEL ADVISORS LLC | — | $17.4m373.4k shares |
| JANE STREET GROUP, LLC | — | $14.0m300.8k shares |
| UBS Group AG | — | $11.6m250.0k shares |
| SCOGGIN MANAGEMENT LP | — | $10.5m225.0k shares |
| SIMPLEX TRADING, LLC | — | $8.8m190.3k shares |
| Parallax Volatility Advisers, L.P. | — | $8.2m176.9k shares |
| D. E. Shaw & Co., Inc. | — | $5.5m118.2k shares |
| WOLVERINE TRADING, LLC | — | $5.3m112.3k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | — | $40.8m878.4k shares |
| GOLDMAN SACHS GROUP INC | — | $26.0m560.0k shares |
| SANDLER CAPITAL MANAGEMENT | — | $18.6m400.0k shares |
| JANE STREET GROUP, LLC | — | $15.5m333.2k shares |
| CITADEL ADVISORS LLC | — | $13.2m284.5k shares |
| SIMPLEX TRADING, LLC | — | $10.3m221.0k shares |
| GROUP ONE TRADING LLC | — | $7.5m160.9k shares |
| PEAK6 Investments LLC | — | $5.3m113.7k shares |
| D. E. Shaw & Co., Inc. | — | $5.1m110.5k shares |
| Parallax Volatility Advisers, L.P. | — | $5.1m109.6k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
BLACK LEON D
13D · may seek influence
-0.1 pts · filed 2025-07-22
Stated purposeOn July 18, 2025 the Reporting Person (the "Counterparty"), entered into a Variable Share Forward Transaction (the "Transaction") with Wells Fargo Bank, National Association (the "Bank") pursuant to a Master Confirmation entered into between the Counterparty and the Bank (the "Forward Contract"). The Forward Contract obligates the Counterparty to deliver to the Bank, on specified dates (each, a "Settlement Date"), at the Counterparty's option, up to an aggregate number of shares of the Issuer's Common Stock equal to the number of shares of Common Stock pledged by the Counterparty or, at Counterparty's election and subject to satisfaction of certain conditions, an equivalent amount of cash. The Counterparty pledged an aggregate of 3,000,000 shares of the Issuer's Common Stock (the "Pledged… Full filing |
6.8% |
ROWAN MARC J
13D · may seek influence
filed 2025-04-16
Stated purposeItem 4 of the Schedule 13D is hereby amended to add the following: As previously reported in the original Schedule 13D, Mr. Rowan and BRH Holdings GP, Ltd. ("BRH") entered into the Voting Agreement, dated as of August 6, 2021 (the "Voting Agreement"), pursuant to which Mr. Rowan agreed to vote all shares of Common Stock held by him or any other persons or entities affiliated with him at any annual or special meeting of the Issuer or pursuant to a written consent of the Issuer in favor of electing any nominee to the Board who is approved in accordance with BRH's governing documents as in effect as of August 6, 2021, including the Agreement Among Principals, which required two thirds of Leon D. Black, Marc J. Rowan, and Joshua J. Harris to agree to such an approval, and against the electi… Full filing |
6.0% |
HARRIS JOSHUA
13D · may seek influence
-0.1 pts · filed 2025-12-15
Stated purposeItem 4 of the Schedule 13D is amended by adding the following paragraphs immediately prior to the penultimate paragraph of such item: On December 11, 2025, MJH Partners II LLC contributed and transferred 1,000,000 shares of Common Stock to MJH Partners III LLC. On December 11, 2025, MJH Partners III LLC (the "Counterparty"), entered into a Delayed Draw Variable Share Forward Sale Transaction with Citibank, N.A. (the "Bank") pursuant to a Master Confirmation entered into between the Counterparty and the Bank, dated December 11, 2025 (the "Forward Contract"). The Forward Contract obligates the Counterparty to deliver to the Bank, on specified dates in December of 2030 (each, a "Settlement Date"), at the Counterparty's option, up to an aggregate number of shares of the Issuer's Common Stock… Full filing |
5.9% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 5.6% |
Fell to 5% or below in the last year: BlackRock, Inc. (5.0%, 2026-10-27), LDB 2025 LLC (0.5%, 2026-08-14), FMR LLC (3.8%, 2026-05-06), VANGUARD GROUP INC (0.0%, 2026-03-26; now reported by VANGUARD CAPITAL MANAGEMENT LLC), LDB C LLC (0.5%, 2026-02-06)
Insider purchases and sales in Q3 2022
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2020 | 0 | — | 0 | — | — |
| Q1 2021 | 0 | — | 0 | — | — |
| Q2 2021 | 0 | — | 0 | — | — |
| Q3 2021 | 0 | — | 0 | — | — |
| Q4 2021 | 0 | — | 0 | — | — |
| Q1 2022 | 1 | $92.4k | 0 | — | — |
| Q2 2022 | 0 | — | 1 | $3.1m | — |
| Q3 2022 | 1 | $280.4k | 1 | $1.2m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2022-08-30 | Clayton Walter Joseph III Director | Bought | $280.4k5.0k shares |
| 2022-08-12 | Kelly Martin Chief Financial Officer | Sold | $1.2m20.0k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q3 2022
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.05% of their portfolio | 35.0m $1.6bn | — |
| Capital World Investors 0.32% of their portfolio | 30.6m $1.4bn | — |
| BlackRock Inc. 0.05% of their portfolio | 29.5m $1.4bn | — |
| Capital International Investors 0.21% of their portfolio | 15.7m $730.5m | — |
| MORGAN STANLEY 0.07% of their portfolio | 10.9m $505.1m | — |
| STATE STREET CORP 0.03% of their portfolio | 9.4m $438.2m | — |
| Clearbridge Investments, LLC 0.41% of their portfolio | 8.8m $411.2m | — |
| Brave Warrior Advisors, LLC 12.62% of their portfolio | 7.8m $365.0m | — |
| JANUS HENDERSON GROUP PLC 0.12% of their portfolio | 7.1m $331.8m | — |
| EdgePoint Investment Group Inc. 3.64% of their portfolio | 7.0m $325.7m | — |
| NEUBERGER BERMAN GROUP LLC 0.29% of their portfolio | 6.0m $278.6m | — |
| Mariner, LLC 1.06% of their portfolio | 5.7m $264.6m | — |
| GEODE CAPITAL MANAGEMENT, LLC 0.04% of their portfolio | 5.5m $254.0m | — |
| Select Equity Group, L.P. 1.00% of their portfolio | 5.2m $240.3m | — |
| NORGES BANK 0.06% of their portfolio | 4.9m $229.2m | — |
| WELLINGTON MANAGEMENT GROUP LLP 0.05% of their portfolio | 4.9m $227.4m | — |
| PUTNAM INVESTMENTS LLC 0.41% of their portfolio | 4.6m $214.7m | — |
| Legal & General Group Plc 0.08% of their portfolio | 4.5m $210.5m | — |
| CITADEL ADVISORS LLC 0.25% of their portfolio | 4.2m $196.8m | — |
| FMR LLC 0.02% of their portfolio | 3.9m $183.2m | — |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.03% of their portfolio | 3.7m $172.5m | — |
| STATE OF MICHIGAN RETIREMENT SYSTEM 1.22% of their portfolio | 3.6m $166.1m | — |
| GOLDMAN SACHS GROUP INC 0.05% of their portfolio | 3.5m $164.9m | — |
| BECK MACK & OLIVER LLC 4.72% of their portfolio | 3.1m $146.2m | — |
| NORTHERN TRUST CORP 0.03% of their portfolio | 2.8m $128.8m | — |
| Curated Wealth Partners LLC 35.26% of their portfolio | 2.6m $120.1m | — |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.45% of their portfolio | 2.5m $114.6m | — |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.04% of their portfolio | 2.3m $107.0m | — |
| Bank of New York Mellon Corp 0.03% of their portfolio | 2.2m $104.5m | — |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 2.2m $104.0m | — |
| MILLENNIUM MANAGEMENT LLC 0.13% of their portfolio | 2.2m $102.4m | — |
| 1832 Asset Management L.P. 0.20% of their portfolio | 2.0m $92.5m | — |
| DIMENSIONAL FUND ADVISORS LP 0.03% of their portfolio | 2.0m $90.9m | — |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 1.8m $85.5m | — |
| COOPERMAN LEON G 6.00% of their portfolio | 1.8m $85.5m | — |
| Palestra Capital Management LLC 3.49% of their portfolio | 1.6m $74.1m | — |
| HAWK RIDGE CAPITAL MANAGEMENT LP 4.00% of their portfolio | 1.4m $63.6m | — |
| Nuveen Asset Management, LLC 0.03% of their portfolio | 1.4m $63.3m | — |
| OCO Capital Partners, L.P. 44.22% of their portfolio | 1.4m $62.8m | — |
| Newbrook Capital Advisors LP 10.70% of their portfolio | 1.3m $62.6m | — |
| CI INVESTMENTS INC. 0.32% of their portfolio | 1.3m $62.5m | — |
| FIL Ltd 0.08% of their portfolio | 1.3m $60.4m | — |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.03% of their portfolio | 1.3m $60.3m | — |
| FEDERATED HERMES, INC. 0.17% of their portfolio | 1.2m $57.5m | — |
| VOYA INVESTMENT MANAGEMENT LLC 0.07% of their portfolio | 1.2m $56.5m | — |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.02% of their portfolio | 1.2m $56.5m | — |
| Sumitomo Mitsui Trust Group, Inc. 0.04% of their portfolio | 1.2m $53.7m | — |
| Invesco Ltd. 0.02% of their portfolio | 1.1m $52.8m | — |
| FORT PITT CAPITAL GROUP, LLC 2.38% of their portfolio | 1.1m $51.9m | — |
| FRANKLIN RESOURCES INC 0.03% of their portfolio | 1.1m $51.3m | — |
| California Public Employees Retirement System 0.04% of their portfolio | 1.0m $48.6m | — |
| Markel Group Inc. 0.70% of their portfolio | 1.0m $47.1m | — |
| Zurich Insurance Group Ltd/FI 0.73% of their portfolio | 1.0m $46.8m | — |
| Senator Investment Group LP 4.23% of their portfolio | 1.0m $46.5m | — |
| DENDUR CAPITAL LP 9.69% of their portfolio | 983.8k $45.7m | — |
| Ensign Peak Advisors, Inc 0.11% of their portfolio | 971.3k $45.2m | — |
| BANK OF MONTREAL /CAN/ 0.02% of their portfolio | 959.9k $47.3m | — |
| Rubric Capital Management LP 2.23% of their portfolio | 950.3k $44.2m | — |
| WELLS FARGO & COMPANY/MN 0.02% of their portfolio | 947.1k $44.0m | — |
| RAYMOND JAMES & ASSOCIATES 0.04% of their portfolio | 936.2k $43.5m | — |
| CREDIT SUISSE AG/ 0.05% of their portfolio | 875.0k $40.7m | — |
| HighTower Advisors, LLC 0.11% of their portfolio | 871.0k $40.5m | — |
| LOCUST WOOD CAPITAL ADVISERS, LLC 3.08% of their portfolio | 860.2k $40.0m | — |
| Schonfeld Strategic Advisors LLC 0.33% of their portfolio | 838.7k $39.0m | — |
| JENNISON ASSOCIATES LLC 0.04% of their portfolio | 812.4k $37.8m | — |
| LAKEWOOD CAPITAL MANAGEMENT, LP 3.07% of their portfolio | 775.4k $36.1m | — |
| DEUTSCHE BANK AG\ 0.02% of their portfolio | 718.5k $33.4m | — |
| Akaris Global Partners, LP 12.22% of their portfolio | 708.5k $32.9m | — |
| UBS Group AG 0.02% of their portfolio | 702.0k $32.6m | — |
| MARSHALL WACE, LLP 0.08% of their portfolio | 690.7k $32.1m | — |
| GUARDIAN POINT CAPITAL, LP 23.42% of their portfolio | 690.0k $32.1m | — |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.05% of their portfolio | 687.9k $32.0m | — |
| MHR FUND MANAGEMENT LLC 5.93% of their portfolio | 679.0k $31.6m | — |
| FRONTIER CAPITAL MANAGEMENT CO LLC 0.36% of their portfolio | 665.9k $31.0m | — |
| HSBC HOLDINGS PLC 0.06% of their portfolio | 645.4k $30.5m | — |
| Prana Capital Management, LP 1.97% of their portfolio | 622.4k $28.9m | — |
| Heard Capital LLC 3.41% of their portfolio | 611.9k $28.5m | — |
| NFC Investments, LLC 7.55% of their portfolio | 602.8k $28.0m | — |
| Russell Investments Group, Ltd. 0.06% of their portfolio | 581.7k $27.1m | — |
| National Pension Service 0.05% of their portfolio | 543.0k $25.9m | — |
| Onex Canada Asset Management Inc. 1.50% of their portfolio | 539.8k $25.1m | — |
| VAUGHAN DAVID INVESTMENTS LLC/IL 0.84% of their portfolio | 537.0k $25.0m | — |
| LGT CAPITAL PARTNERS LTD. 0.75% of their portfolio | 528.5k $24.6m | — |
| Rockefeller Capital Management L.P. 0.12% of their portfolio | 486.4k $22.6m | — |
| NEW YORK STATE COMMON RETIREMENT FUND 0.03% of their portfolio | 484.6k $22.5m | — |
| Gillson Capital LP 2.05% of their portfolio | 480.3k $22.3m | — |
| RDST Capital LLC 16.43% of their portfolio | 475.3k $22.1m | — |
| RHUMBLINE ADVISERS 0.03% of their portfolio | 475.2k $22.1m | — |
| TIGER GLOBAL MANAGEMENT LLC 0.19% of their portfolio | 452.9k $21.1m | — |
| Partners Group Holding AG 1.48% of their portfolio | 449.8k $20.9m | — |
| Incline Global Management LLC 5.83% of their portfolio | 449.0k $20.9m | — |
| Northern Right Capital Management, L.P. 10.76% of their portfolio | 433.2k $20.1m | — |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.04% of their portfolio | 405.5k $18.9m | — |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.05% of their portfolio | 402.7k $18.7m | — |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. 1.33% of their portfolio | 390.6k $18.2m | — |
| BROWN ADVISORY INC 0.04% of their portfolio | 389.5k $18.1m | — |
| Crescent Park Management, L.P. 4.23% of their portfolio | 381.3k $17.7m | — |
| Amundi 0.01% of their portfolio | 379.9k $19.6m | — |
| Weiss Multi-Strategy Advisers LLC 0.46% of their portfolio | 365.9k $17.0m | — |
| Point72 Asset Management, L.P. 0.07% of their portfolio | 351.1k $16.3m | — |