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 ($25.0m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $63.18. Options: 24 managers hold calls ($308.5m notional), 23 hold puts ($213.3m).
Trends to Q1 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 607 |
| Q4 2022 | 671 |
| Q1 2023 | 650 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 343 | 251 |
| Q1 2023 | 283 | 321 |
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 |
| Q1 2023 | $308.5m | $213.3m | 0.69 |
Biggest buyers
| FMR LLC | Added | +12.7m |
| VANGUARD GROUP INC | Added | +4.5m |
| TIGER GLOBAL MANAGEMENT LLC | Added | +2.0m |
| STATE OF MICHIGAN RETIREMENT SYSTEM | Added | +975.0k |
| PRICE T ROWE ASSOCIATES INC /MD/ | Added | +827.9k |
| Senator Investment Group LP | Added | +575.0k |
| SAMLYN CAPITAL, LLC | Added | +477.5k |
| BANK OF AMERICA CORP /DE/ | Added | +450.0k |
| PUTNAM INVESTMENTS LLC | Added | +410.6k |
| Assenagon Asset Management S.A. | Added | +379.8k |
Biggest sellers
| BlackRock Inc. | Reduced | -3.3m |
| MORGAN STANLEY | Reduced | -2.5m |
| EdgePoint Investment Group Inc. | Reduced | -2.5m |
| Mariner, LLC | Reduced | -2.1m |
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | -1.8m |
| MILLENNIUM MANAGEMENT LLC | Sold out | -1.7m |
| CITADEL ADVISORS LLC | Reduced | -1.6m |
| JANUS HENDERSON GROUP PLC | Reduced | -1.1m |
| Junto Capital Management LP | Sold out | -1.1m |
| GQG Partners LLC | Reduced | -944.0k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $96.7m1.5m shares |
| CITADEL ADVISORS LLC | Added | $41.1m650.0k shares |
| JANE STREET GROUP, LLC | Added | $30.3m480.2k shares |
| GROUP ONE TRADING LLC | Reduced | $26.1m413.7k shares |
| WOLVERINE TRADING, LLC | New | $23.3m379.3k shares |
| SIMPLEX TRADING, LLC | Added | $16.7m264.8k shares |
| NOMURA HOLDINGS INC | New | $10.9m172.8k shares |
| DSC Advisors, L.P. | New | $10.4m165.0k shares |
| SCOGGIN MANAGEMENT LP | Unchanged | $9.5m150.0k shares |
| Walleye Trading LLC | Reduced | $7.6m120.2k shares |
Biggest puts
| JPMORGAN CHASE & CO | Added | $48.9m775.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $23.3m368.8k shares |
| SIMPLEX TRADING, LLC | Added | $22.5m356.7k shares |
| CITADEL ADVISORS LLC | Added | $17.3m273.4k shares |
| Walleye Trading LLC | Added | $17.2m271.7k shares |
| GROUP ONE TRADING LLC | Added | $17.0m269.7k shares |
| JANE STREET GROUP, LLC | Added | $14.8m234.1k shares |
| UBS Group AG | Reduced | $10.1m159.5k shares |
| Balyasny Asset Management L.P. | New | $8.8m140.0k shares |
| LOCUST WOOD CAPITAL ADVISERS, LLC | New | $7.6m120.0k 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 Q1 2023
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 |
|---|---|---|---|---|---|
| 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 | — |
| Q1 2023 | 0 | — | 2 | $10.3m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2023-02-22 | Kelly Martin Chief Financial Officer | Sold | $1.1m15.0k shares |
| 2023-02-10 | Kelly Martin Chief Financial Officer | Sold | $2.1m30.0k shares |
| 2023-02-01 | Suydam John J Chief Legal Officer | Sold | $2.4m33.3k shares |
| 2023-01-27 | Suydam John J Chief Legal Officer | Sold | $1.3m18.6k shares |
| 2023-01-27 | Suydam John J Chief Legal Officer | Sold | $1.0m14.8k shares |
| 2023-01-26 | Suydam John J Chief Legal Officer | Sold | $2.3m33.3k 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, Q1 2023
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.06% of their portfolio | 40.4m $2.5bn | Added +4.5m |
| Capital World Investors 0.40% of their portfolio | 30.6m $1.9bn | Added +10.6k |
| BlackRock Inc. 0.05% of their portfolio | 27.5m $1.7bn | Reduced -3.3m |
| FMR LLC 0.05% of their portfolio | 17.7m $1.1bn | Added +12.7m |
| Capital International Investors 0.22% of their portfolio | 13.7m $864.5m | Added +121.4k |
| STATE STREET CORP 0.03% of their portfolio | 9.5m $600.4m | Added +184.4k |
| Clearbridge Investments, LLC 0.52% of their portfolio | 8.7m $549.0m | Reduced -5.0k |
| Brave Warrior Advisors, LLC 15.45% of their portfolio | 7.9m $499.6m | Reduced -25.8k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.07% of their portfolio | 7.8m $493.2m | Added +827.9k |
| MORGAN STANLEY 0.05% of their portfolio | 7.3m $458.8m | Reduced -2.5m |
| GEODE CAPITAL MANAGEMENT, LLC 0.05% of their portfolio | 6.0m $377.1m | Added +203.4k |
| PUTNAM INVESTMENTS LLC 0.58% of their portfolio | 5.7m $363.0m | Added +410.6k |
| Select Equity Group, L.P. 1.36% of their portfolio | 5.7m $359.4m | Added +34.9k |
| WELLINGTON MANAGEMENT GROUP LLP 0.06% of their portfolio | 4.9m $307.8m | Reduced -1.8m |
| NORGES BANK 0.07% of their portfolio | 4.8m $301.9m | Reduced -427.1k |
| EdgePoint Investment Group Inc. 2.87% of their portfolio | 4.5m $285.8m | Reduced -2.5m |
| Legal & General Group Plc 0.09% of their portfolio | 3.9m $248.7m | Reduced -292.4k |
| NEUBERGER BERMAN GROUP LLC 0.23% of their portfolio | 3.9m $246.4m | Added +181.2k |
| Mariner, LLC 0.67% of their portfolio | 3.6m $229.6m | Reduced -2.1m |
| BECK MACK & OLIVER LLC 5.67% of their portfolio | 3.1m $196.2m | Reduced -10.1k |
| STATE OF MICHIGAN RETIREMENT SYSTEM 1.23% of their portfolio | 3.0m $186.7m | Added +975.0k |
| NORTHERN TRUST CORP 0.04% of their portfolio | 2.9m $182.8m | Added +44.8k |
| GOLDMAN SACHS GROUP INC 0.05% of their portfolio | 2.7m $170.3m | Reduced -332.0k |
| TIGER GLOBAL MANAGEMENT LLC 1.50% of their portfolio | 2.6m $165.2m | Added +2.0m |
| Curated Wealth Partners LLC 35.29% of their portfolio | 2.5m $156.8m | Reduced -98.5k |
| JANUS HENDERSON GROUP PLC 0.10% of their portfolio | 2.5m $155.4m | Reduced -1.1m |
| SAMLYN CAPITAL, LLC 2.60% of their portfolio | 2.2m $141.7m | Added +477.5k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.45% of their portfolio | 2.0m $129.3m | Reduced -831.6k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 2.0m $128.9m | Added +450.0k |
| Bank of New York Mellon Corp 0.03% of their portfolio | 2.0m $126.4m | Reduced -89.6k |
| COOPERMAN LEON G 6.99% of their portfolio | 1.8m $116.1m | Unchanged |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 1.7m $108.4m | Reduced -192.9k |
| DIMENSIONAL FUND ADVISORS LP 0.04% of their portfolio | 1.7m $106.6m | Added +99.6k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.05% of their portfolio | 1.5m $96.4m | Added +27.1k |
| Senator Investment Group LP 4.92% of their portfolio | 1.4m $90.0m | Added +575.0k |
| Nuveen Asset Management, LLC 0.03% of their portfolio | 1.4m $88.4m | Reduced -20.6k |
| VOYA INVESTMENT MANAGEMENT LLC 0.09% of their portfolio | 1.3m $85.0m | Added +53.6k |
| OCO Capital Partners, L.P. 64.22% of their portfolio | 1.3m $82.1m | Unchanged |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.02% of their portfolio | 1.3m $80.7m | Added +27.4k |
| Ensign Peak Advisors, Inc 0.17% of their portfolio | 1.3m $79.7m | Reduced -67.6k |
| Newbrook Capital Advisors LP 12.44% of their portfolio | 1.2m $78.2m | Added +233.1k |
| 1832 Asset Management L.P. 0.16% of their portfolio | 1.2m $76.2m | Reduced -707.4k |
| DENDUR CAPITAL LP 12.73% of their portfolio | 1.2m $73.6m | Added +182.0k |
| Palestra Capital Management LLC 3.91% of their portfolio | 1.2m $72.7m | Added +338.7k |
| Sumitomo Mitsui Trust Group, Inc. 0.05% of their portfolio | 1.1m $72.2m | Reduced -8.2k |
| FORT PITT CAPITAL GROUP, LLC 2.75% of their portfolio | 1.1m $71.5m | Added +7.3k |
| FRANKLIN RESOURCES INC 0.04% of their portfolio | 1.1m $70.5m | Added +10.4k |
| Invesco Ltd. 0.02% of their portfolio | 1.1m $67.4m | Reduced -38.2k |
| Zurich Insurance Group Ltd/FI 0.84% of their portfolio | 1.1m $66.8m | Added +246.8k |
| DEUTSCHE BANK AG\ 0.04% of their portfolio | 1.0m $65.4m | Added +293.5k |
| Markel Group Inc. 0.82% of their portfolio | 1.0m $63.9m | Unchanged |
| CITADEL ADVISORS LLC 0.07% of their portfolio | 1.0m $63.9m | Reduced -1.6m |
| RAYMOND JAMES & ASSOCIATES 0.05% of their portfolio | 991.7k $62.6m | Reduced -18.4k |
| LOCUST WOOD CAPITAL ADVISERS, LLC 3.81% of their portfolio | 964.9k $60.9m | Added +65.2k |
| California Public Employees Retirement System 0.05% of their portfolio | 948.4k $59.9m | Reduced -122.4k |
| WELLS FARGO & COMPANY/MN 0.02% of their portfolio | 937.3k $59.2m | Reduced -1.1k |
| Heard Capital LLC 4.87% of their portfolio | 927.1k $58.6m | Added +265.3k |
| BANK OF MONTREAL /CAN/ 0.02% of their portfolio | 854.2k $54.0m | Reduced -5.7k |
| CREDIT SUISSE AG/ 0.05% of their portfolio | 834.6k $52.7m | Added +3.3k |
| HighTower Advisors, LLC 0.11% of their portfolio | 806.4k $50.9m | Reduced -97.1k |
| FEDERATED HERMES, INC. 0.12% of their portfolio | 772.2k $48.8m | Reduced -197.5k |
| Amundi 0.02% of their portfolio | 753.0k $46.2m | Added +78.3k |
| Point72 Asset Management, L.P. 0.17% of their portfolio | 739.4k $46.7m | Added +130.6k |
| LAKEWOOD CAPITAL MANAGEMENT, LP 3.71% of their portfolio | 719.2k $45.4m | Added +33.0k |
| UBS Group AG 0.02% of their portfolio | 714.4k $45.1m | Reduced -35.0k |
| HAWK RIDGE CAPITAL MANAGEMENT LP 2.55% of their portfolio | 710.4k $44.9m | Reduced -316.9k |
| GUARDIAN POINT CAPITAL, LP 36.46% of their portfolio | 700.0k $44.2m | Added +10.0k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.07% of their portfolio | 696.6k $44.0m | Reduced -7.6k |
| Engine Capital Management, LP 12.89% of their portfolio | 691.9k $43.7m | Added +248.7k |
| Akaris Global Partners, LP 13.41% of their portfolio | 679.8k $42.9m | Reduced -19.4k |
| MHR FUND MANAGEMENT LLC 5.77% of their portfolio | 679.0k $42.9m | Unchanged |
| Onex Canada Asset Management Inc. 2.19% of their portfolio | 635.5k $40.1m | Added +120.8k |
| JENNISON ASSOCIATES LLC 0.04% of their portfolio | 612.3k $38.7m | Reduced -43.3k |
| FRONTIER CAPITAL MANAGEMENT CO LLC 0.40% of their portfolio | 605.4k $38.2m | Reduced -455.8k |
| Assenagon Asset Management S.A. 0.14% of their portfolio | 581.8k $36.7m | Added +379.8k |
| RHUMBLINE ADVISERS 0.04% of their portfolio | 556.4k $35.1m | Added +29.3k |
| VAUGHAN DAVID INVESTMENTS LLC/IL 1.03% of their portfolio | 540.2k $34.1m | Reduced -2.4k |
| LGT CAPITAL PARTNERS LTD. 0.95% of their portfolio | 539.6k $34.1m | Added +51.6k |
| ROYAL BANK OF CANADA 0.01% of their portfolio | 518.7k $32.8m | Added +244.0k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.04% of their portfolio | 502.8k $31.8m | Added +7.3k |
| BARCLAYS PLC 0.03% of their portfolio | 495.3k $31.3m | Reduced -57.6k |
| RDST Capital LLC 16.78% of their portfolio | 485.9k $30.7m | Added +10.2k |
| TCW GROUP INC 0.39% of their portfolio | 484.4k $30.6m | Added +84.8k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.07% of their portfolio | 463.7k $29.3m | Added +20.2k |
| Williams Jones Wealth Management, LLC. 0.45% of their portfolio | 451.4k $28.5m | Added +124.2k |
| Russell Investments Group, Ltd. 0.06% of their portfolio | 449.3k $28.4m | Reduced -177.1k |
| FIL Ltd 0.03% of their portfolio | 447.4k $28.3m | Reduced -462.1k |
| NFC Investments, LLC 9.81% of their portfolio | 417.9k $26.4m | Reduced -185.4k |
| BROWN ADVISORY INC 0.04% of their portfolio | 386.4k $24.4m | Reduced -3.1k |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. 1.66% of their portfolio | 376.4k $23.8m | Added +21.2k |
| COOKSON PEIRCE & CO INC 1.47% of their portfolio | 363.1k $22.9m | New |
| FIRST TRUST ADVISORS LP 0.02% of their portfolio | 339.2k $21.4m | Added +325.7k |
| Lodge Hill Capital, LLC 8.10% of their portfolio | 338.0k $21.3m | Added +120.0k |
| Northern Right Capital Management, L.P. 10.34% of their portfolio | 323.4k $20.4m | Reduced -11.3k |
| STIFEL FINANCIAL CORP 0.03% of their portfolio | 314.1k $19.8m | Added +2.8k |
| ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio | 299.3k $18.9m | Reduced -59.2k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.03% of their portfolio | 295.1k $18.6m | Added +174.4k |
| Qube Research & Technologies Ltd 0.11% of their portfolio | 293.1k $18.5m | New |
| Partners Group Holding AG 1.48% of their portfolio | 290.4k $18.3m | Reduced -84.5k |
| Nippon Life Global Investors Americas, Inc. 1.12% of their portfolio | 277.9k $17.6m | Reduced -12.5k |