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 ($46.2m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $63.77. Options: 23 managers hold calls ($246.0m notional), 20 hold puts ($412.6m).
Trends to Q4 2022
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 607 |
| Q4 2022 | 671 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2022 | $147.9m | $166.8m | 1.13 |
| Q4 2022 | $246.0m | $412.6m | 1.68 |
Biggest buyers
| PRICE T ROWE ASSOCIATES INC /MD/ | Added | +3.3m |
| WELLINGTON MANAGEMENT GROUP LLP | Added | +1.8m |
| SAMLYN CAPITAL, LLC | New | +1.8m |
| BlackRock Inc. | Added | +1.3m |
| Junto Capital Management LP | New | +1.1m |
| FMR LLC | Added | +1.0m |
| GQG Partners LLC | New | +999.3k |
| VANGUARD GROUP INC | Added | +889.2k |
| PUTNAM INVESTMENTS LLC | Added | +719.9k |
| Bain Capital Public Equity Management II, LLC | New | +553.5k |
Biggest sellers
| JANUS HENDERSON GROUP PLC | Reduced | -3.6m |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | Sold out | -2.3m |
| NEUBERGER BERMAN GROUP LLC | Reduced | -2.3m |
| Capital International Investors | Reduced | -2.1m |
| CITADEL ADVISORS LLC | Reduced | -1.7m |
| STATE OF MICHIGAN RETIREMENT SYSTEM | Reduced | -1.6m |
| MORGAN STANLEY | Reduced | -1.1m |
| Rubric Capital Management LP | Sold out | -950.3k |
| CI INVESTMENTS INC. | Reduced | -931.1k |
| Palestra Capital Management LLC | Reduced | -781.8k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $76.6m1.2m shares |
| GROUP ONE TRADING LLC | Added | $35.6m558.4k shares |
| CITADEL ADVISORS LLC | Added | $33.9m530.8k shares |
| JANE STREET GROUP, LLC | Added | $19.9m311.5k shares |
| SIMPLEX TRADING, LLC | Added | $13.5m211.7k shares |
| Parallax Volatility Advisers, L.P. | Reduced | $10.9m170.1k shares |
| SCOGGIN MANAGEMENT LP | Reduced | $9.6m150.0k shares |
| Walleye Trading LLC | Added | $7.7m121.4k shares |
| D. E. Shaw & Co., Inc. | Unchanged | $7.5m118.2k shares |
| Capula Management Ltd | New | $6.4m100.0k shares |
Biggest puts
| Deer Park Road Corp | New | $191.4m3.0m shares |
| UBS Group AG | Added | $74.4m1.2m shares |
| JPMORGAN CHASE & CO | New | $36.7m575.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $24.4m382.1k shares |
| CITADEL ADVISORS LLC | Reduced | $17.4m272.9k shares |
| SIMPLEX TRADING, LLC | Reduced | $10.4m162.7k shares |
| NOMURA HOLDINGS INC | New | $9.2m144.4k shares |
| GROUP ONE TRADING LLC | Reduced | $8.8m137.9k shares |
| JANE STREET GROUP, LLC | Reduced | $8.6m134.1k shares |
| PEAK6 Investments LLC | Added | $7.7m120.2k 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), Capital World Investors (5.0%, 2025-11-13)
Insider purchases and sales in Q4 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 |
|---|---|---|---|---|---|
| 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 | — |
| Q4 2022 | 0 | — | 1 | $1.3m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2022-11-15 | Kelly Martin Chief Financial Officer | Sold | $1.3m20.0k 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, Q4 2022
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.06% of their portfolio | 35.9m $2.3bn | Added +889.2k |
| BlackRock Inc. 0.06% of their portfolio | 30.8m $2.0bn | Added +1.3m |
| Capital World Investors 0.42% of their portfolio | 30.5m $1.9bn | Reduced -9.2k |
| Capital International Investors 0.23% of their portfolio | 13.6m $865.4m | Reduced -2.1m |
| MORGAN STANLEY 0.07% of their portfolio | 9.8m $625.4m | Reduced -1.1m |
| STATE STREET CORP 0.03% of their portfolio | 9.3m $594.6m | Reduced -101.7k |
| Clearbridge Investments, LLC 0.55% of their portfolio | 8.7m $554.8m | Reduced -146.3k |
| Brave Warrior Advisors, LLC 15.95% of their portfolio | 7.9m $506.2m | Added +86.4k |
| EdgePoint Investment Group Inc. 4.76% of their portfolio | 7.0m $446.2m | Reduced -9.2k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.07% of their portfolio | 7.0m $445.3m | Added +3.3m |
| WELLINGTON MANAGEMENT GROUP LLP 0.09% of their portfolio | 6.7m $427.6m | Added +1.8m |
| GEODE CAPITAL MANAGEMENT, LLC 0.05% of their portfolio | 5.8m $368.0m | Added +308.8k |
| Mariner, LLC 1.17% of their portfolio | 5.7m $362.6m | Reduced -5.9k |
| Select Equity Group, L.P. 1.40% of their portfolio | 5.7m $360.8m | Added +488.0k |
| PUTNAM INVESTMENTS LLC 0.59% of their portfolio | 5.3m $340.4m | Added +719.9k |
| NORGES BANK 0.08% of their portfolio | 5.2m $332.1m | Added +277.1k |
| FMR LLC 0.03% of their portfolio | 5.0m $316.2m | Added +1.0m |
| Legal & General Group Plc 0.10% of their portfolio | 4.2m $269.9m | Reduced -296.9k |
| NEUBERGER BERMAN GROUP LLC 0.23% of their portfolio | 3.7m $237.4m | Reduced -2.3m |
| JANUS HENDERSON GROUP PLC 0.16% of their portfolio | 3.6m $226.6m | Reduced -3.6m |
| BECK MACK & OLIVER LLC 5.85% of their portfolio | 3.1m $198.8m | Reduced -28.2k |
| GOLDMAN SACHS GROUP INC 0.06% of their portfolio | 3.0m $193.1m | Reduced -518.3k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.70% of their portfolio | 2.9m $183.7m | Added +414.2k |
| NORTHERN TRUST CORP 0.04% of their portfolio | 2.8m $181.7m | Added +78.6k |
| Curated Wealth Partners LLC 39.96% of their portfolio | 2.6m $164.7m | Reduced -24 |
| CITADEL ADVISORS LLC 0.19% of their portfolio | 2.6m $164.5m | Reduced -1.7m |
| Bank of New York Mellon Corp 0.03% of their portfolio | 2.1m $133.4m | Reduced -156.8k |
| STATE OF MICHIGAN RETIREMENT SYSTEM 0.88% of their portfolio | 2.0m $126.4m | Reduced -1.6m |
| 1832 Asset Management L.P. 0.25% of their portfolio | 1.9m $122.1m | Reduced -74.0k |
| JPMORGAN CHASE & CO 0.02% of their portfolio | 1.9m $121.7m | Added +69.1k |
| COOPERMAN LEON G 7.28% of their portfolio | 1.8m $117.3m | Unchanged |
| SAMLYN CAPITAL, LLC 2.21% of their portfolio | 1.8m $112.7m | New |
| MILLENNIUM MANAGEMENT LLC 0.12% of their portfolio | 1.7m $107.0m | Reduced -523.9k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 1.6m $101.4m | Reduced -645.9k |
| DIMENSIONAL FUND ADVISORS LP 0.04% of their portfolio | 1.6m $101.3m | Reduced -366.1k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.05% of their portfolio | 1.5m $95.6m | Added +201.1k |
| Nuveen Asset Management, LLC 0.04% of their portfolio | 1.4m $90.6m | Added +58.9k |
| Ensign Peak Advisors, Inc 0.19% of their portfolio | 1.3m $84.8m | Added +357.5k |
| OCO Capital Partners, L.P. 51.81% of their portfolio | 1.3m $82.9m | Reduced -50.0k |
| VOYA INVESTMENT MANAGEMENT LLC 0.10% of their portfolio | 1.3m $82.4m | Added +75.8k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.03% of their portfolio | 1.3m $79.8m | Added +36.1k |
| Sumitomo Mitsui Trust Group, Inc. 0.06% of their portfolio | 1.2m $73.4m | Reduced -3.8k |
| FORT PITT CAPITAL GROUP, LLC 2.93% of their portfolio | 1.1m $71.8m | Added +9.2k |
| Invesco Ltd. 0.02% of their portfolio | 1.1m $70.5m | Reduced -28.8k |
| FRANKLIN RESOURCES INC 0.04% of their portfolio | 1.1m $70.5m | Added +2.9k |
| California Public Employees Retirement System 0.06% of their portfolio | 1.1m $68.3m | Added +26.0k |
| Junto Capital Management LP 1.92% of their portfolio | 1.1m $67.7m | New |
| FRONTIER CAPITAL MANAGEMENT CO LLC 0.74% of their portfolio | 1.1m $67.7m | Added +395.3k |
| HAWK RIDGE CAPITAL MANAGEMENT LP 4.44% of their portfolio | 1.0m $65.5m | Reduced -341.0k |
| Markel Group Inc. 0.87% of their portfolio | 1.0m $64.6m | Unchanged |
| RAYMOND JAMES & ASSOCIATES 0.06% of their portfolio | 1.0m $64.4m | Added +73.8k |
| Newbrook Capital Advisors LP 11.19% of their portfolio | 1.0m $64.1m | Reduced -340.6k |
| GQG Partners LLC 0.17% of their portfolio | 999.3k $63.7m | New |
| DENDUR CAPITAL LP 12.04% of their portfolio | 983.8k $62.8m | Unchanged |
| FEDERATED HERMES, INC. 0.17% of their portfolio | 969.7k $61.9m | Reduced -265.8k |
| WELLS FARGO & COMPANY/MN 0.02% of their portfolio | 938.5k $59.9m | Reduced -8.6k |
| FIL Ltd 0.07% of their portfolio | 909.6k $58.0m | Reduced -388.3k |
| HighTower Advisors, LLC 0.13% of their portfolio | 903.5k $57.6m | Added +32.5k |
| LOCUST WOOD CAPITAL ADVISERS, LLC 4.02% of their portfolio | 899.7k $57.4m | Added +39.5k |
| BANK OF MONTREAL /CAN/ 0.03% of their portfolio | 859.9k $54.9m | Reduced -100.1k |
| Senator Investment Group LP 4.88% of their portfolio | 850.0k $54.2m | Reduced -150.0k |
| CREDIT SUISSE AG/ 0.06% of their portfolio | 831.3k $53.0m | Reduced -43.7k |
| Palestra Capital Management LLC 2.84% of their portfolio | 812.0k $51.8m | Reduced -781.8k |
| Zurich Insurance Group Ltd/FI 0.74% of their portfolio | 811.5k $51.8m | Reduced -195.4k |
| Gillson Capital LP 3.88% of their portfolio | 804.0k $51.3m | Added +323.7k |
| UBS Group AG 0.02% of their portfolio | 749.4k $47.8m | Added +47.4k |
| DEUTSCHE BANK AG\ 0.03% of their portfolio | 741.5k $47.3m | Added +23.0k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.07% of their portfolio | 704.2k $44.9m | Added +16.3k |
| Akaris Global Partners, LP 15.39% of their portfolio | 699.2k $44.6m | Reduced -9.3k |
| GUARDIAN POINT CAPITAL, LP 34.82% of their portfolio | 690.0k $44.0m | Unchanged |
| LAKEWOOD CAPITAL MANAGEMENT, LP 3.89% of their portfolio | 686.2k $43.8m | Reduced -89.2k |
| MHR FUND MANAGEMENT LLC 7.39% of their portfolio | 679.0k $43.3m | Unchanged |
| Amundi 0.03% of their portfolio | 674.7k $45.7m | Added +294.8k |
| Heard Capital LLC 4.57% of their portfolio | 661.8k $42.2m | Added +49.9k |
| JENNISON ASSOCIATES LLC 0.04% of their portfolio | 655.5k $41.8m | Reduced -156.9k |
| TIGER GLOBAL MANAGEMENT LLC 0.49% of their portfolio | 628.0k $40.1m | Added +175.1k |
| Russell Investments Group, Ltd. 0.08% of their portfolio | 626.4k $40.0m | Added +44.7k |
| Point72 Asset Management, L.P. 0.15% of their portfolio | 608.8k $38.8m | Added +257.7k |
| NFC Investments, LLC 11.92% of their portfolio | 603.4k $38.5m | Added +524 |
| Schonfeld Strategic Advisors LLC 0.30% of their portfolio | 557.7k $35.6m | Reduced -281.1k |
| Bain Capital Public Equity Management II, LLC 2.10% of their portfolio | 553.5k $35.3m | New |
| BARCLAYS PLC 0.03% of their portfolio | 552.8k $35.3m | First filing |
| VAUGHAN DAVID INVESTMENTS LLC/IL 1.03% of their portfolio | 542.5k $34.6m | Added +5.5k |
| RHUMBLINE ADVISERS 0.05% of their portfolio | 527.1k $33.6m | Added +51.9k |
| National Pension Service 0.06% of their portfolio | 516.0k $32.9m | Reduced -27.0k |
| Onex Canada Asset Management Inc. 1.84% of their portfolio | 514.6k $32.8m | Reduced -25.2k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.04% of their portfolio | 495.5k $31.6m | Added +10.9k |
| LGT CAPITAL PARTNERS LTD. 0.91% of their portfolio | 488.0k $31.1m | Reduced -40.5k |
| RDST Capital LLC 18.54% of their portfolio | 475.7k $30.3m | Added +385 |
| Walleye Capital LLC 0.65% of their portfolio | 469.7k $30.0m | Added +453.2k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.07% of their portfolio | 443.5k $28.3m | Added +40.8k |
| Engine Capital Management, LP 8.26% of their portfolio | 443.1k $28.3m | Added +143.1k |
| CI INVESTMENTS INC. 0.13% of their portfolio | 412.2k $26.3m | Reduced -931.1k |
| TCW GROUP INC 0.36% of their portfolio | 399.6k $25.5m | Added +71.2k |
| BROWN ADVISORY INC 0.05% of their portfolio | 389.5k $24.8m | Reduced -26 |
| Partners Group Holding AG 1.83% of their portfolio | 374.9k $23.9m | Reduced -74.9k |
| ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio | 358.5k $22.9m | Added +29.0k |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. 1.68% of their portfolio | 355.2k $22.7m | Reduced -35.3k |
| Northern Right Capital Management, L.P. 11.96% of their portfolio | 334.7k $21.4m | Reduced -98.4k |
| Crescent Park Management, L.P. 6.65% of their portfolio | 328.3k $20.9m | Reduced -53.0k |