Vault-13

APOLLO GLOBAL MGMT INC APO

COM · Common Stock · CUSIP 03769M106 · ISIN US03769M1062

American private equity firm

1,204 institutional holders +71 vs Q3 2025
387,463,189387.5m shares reported held*
$56.0bnreported value*
118 new 484 added 374 reduced 93 sold out net sold ≈ $784.7m (-4.6m shares)

* 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 ($232.2m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $144.43. Options: 43 managers hold calls ($3.3bn notional), 46 hold puts ($3.2bn).

Trends to Q4 2025

Institutional holders

Managers reporting a position, each quarter

05001k1.5kQ3 22: 607Q4 22: 671Q1 23: 650Q2 23: 693Q3 23: 757Q4 23: 842Q1 24: 890Q2 24: 940Q3 24: 948Q4 24: 1,120Q1 25: 1,095Q2 25: 1,136Q3 25: 1,133Q4 25: 1,2041,204Q3 22Q2 23Q1 24Q4 24Q4 25
Numbers
QuarterHolders
Q3 2022607
Q4 2022671
Q1 2023650
Q2 2023693
Q3 2023757
Q4 2023842
Q1 2024890
Q2 2024940
Q3 2024948
Q4 20241,120
Q1 20251,095
Q2 20251,136
Q3 20251,133
Q4 20251,204

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1k01kQ1 24: 461 bought or addedQ1 24: 339 cut or sold outQ2 24: 460 bought or addedQ2 24: 358 cut or sold outQ2 24Q3 24: 431 bought or addedQ3 24: 427 cut or sold outQ4 24: 590 bought or addedQ4 24: 382 cut or sold outQ4 24Q1 25: 596 bought or addedQ1 25: 478 cut or sold outQ2 25: 618 bought or addedQ2 25: 448 cut or sold outQ2 25Q3 25: 613 bought or addedQ3 25: 449 cut or sold outQ4 25: 602 bought or addedQ4 25: 467 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 2024461339
Q2 2024460358
Q3 2024431427
Q4 2024590382
Q1 2025596478
Q2 2025618448
Q3 2025613449
Q4 2025602467

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$1bn$2bn$3bn$4bnQ1 25 calls: $2.8bnQ1 25 puts: $2.3bnQ1 25P/C 0.82Q2 25 calls: $2.9bnQ2 25 puts: $2.4bnQ2 25P/C 0.82Q3 25 calls: $2.6bnQ3 25 puts: $2.2bnQ3 25P/C 0.85Q4 25 calls: $3.3bnQ4 25 puts: $3.2bnQ4 25P/C 0.96
Numbers
QuarterCallsPutsP/C
Q1 2025$2.8bn$2.3bn0.82
Q2 2025$2.9bn$2.4bn0.82
Q3 2025$2.6bn$2.2bn0.85
Q4 2025$3.3bn$3.2bn0.96

Biggest buyers

FMR LLC Added +5,752,322+5.8m
Capital Research Global Investors Added +1,724,822+1.7m
Boston Partners Added +1,692,532+1.7m
VICTORY CAPITAL MANAGEMENT INC Added +1,636,725+1.6m
BlackRock, Inc. Added +1,432,681+1.4m
Focus Partners Wealth Added +1,351,778+1.4m
Corient Private Wealth LP Added +1,022,669+1.0m
HSBC HOLDINGS PLC Added +954,036+954.0k
ALLIANCEBERNSTEIN L.P. Added +772,848+772.8k
Temasek Holdings (Private) Ltd Added +676,411+676.4k

Biggest sellers

JPMORGAN CHASE & CO Reduced -10,894,214-10.9m
Capital World Investors Reduced -4,049,297-4.0m
PRICE T ROWE ASSOCIATES INC /MD/ Reduced -2,313,437-2.3m
UBS Group AG Reduced -1,585,504-1.6m
Heard Capital LLC Reduced -1,405,375-1.4m
NorthCoast Asset Management LLC Reduced -1,273,976-1.3m
JANE STREET GROUP, LLC Reduced -909,323-909.3k
Capital International Investors Reduced -748,312-748.3k
Third Point LLC Sold out -650,000-650.0k
ROYAL BANK OF CANADA Reduced -624,665-624.7k

Biggest calls

JANE STREET GROUP, LLC Added $893.8m6.2m shares
WELLS FARGO & COMPANY/MN Added $528.1m3.6m shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $486.7m3.4m shares
Parallax Volatility Advisers, L.P. Added $211.9m1.5m shares
CITADEL ADVISORS LLC Added $208.1m1.4m shares
GROUP ONE TRADING LLC Reduced $147.2m1.0m shares
UBS Group AG Added $122.3m844.5k shares
NOMURA HOLDINGS INC Reduced $102.1m705.4k shares
Squarepoint Ops LLC Reduced $97.6m674.2k shares
SIG BROKERAGE, LP Reduced $75.7m522.9k shares

Biggest puts

WELLS FARGO & COMPANY/MN Added $854.1m5.9m shares
JANE STREET GROUP, LLC Added $788.9m5.4m shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $258.9m1.8m shares
UBS Group AG Added $257.3m1.8m shares
CITADEL ADVISORS LLC Reduced $138.1m954.0k shares
GOLDMAN SACHS GROUP INC Added $129.1m892.0k shares
Shaolin Capital Management LLC New $98.7m682.1k shares
IMC-Chicago, LLC Added $58.8m406.0k shares
JPMORGAN CHASE & CO Reduced $57.1m394.3k shares
BARCLAYS PLC Unchanged $53.6m370.0k 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.

HolderStakeChangeShares Last filed
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% -0.1 pts 39.0m≈ $4.6bn 2025-07-22
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% 34.3m≈ $4.1bn 2025-04-16
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% -0.1 pts 34.3m≈ $4.1bn 2025-12-15
VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-29 5.6% new 32.7m≈ $3.9bn 2026-04-29

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 2025

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)

BuyingSelling
505Q1 24: 0 buyingQ1 24: 4 sellingQ2 24: 0 buyingQ2 24: 1 sellingQ2 24Q3 24: 2 buyingQ3 24: 1 sellingQ4 24: 0 buyingQ4 24: 5 sellingQ4 24Q1 25: 0 buyingQ1 25: 1 sellingQ2 25: 1 buyingQ2 25: 1 sellingQ2 25Q3 25: 0 buyingQ3 25: 2 sellingQ4 25: 0 buyingQ4 25: 2 sellingQ4 25
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q1 20240—4$42.2m$22.9m
Q2 20240—1$3.3m—
Q3 20242$346.7k1$11.0m—
Q4 20240—5$177.9m—
Q1 20250—1$791.4k—
Q2 20251$78.1k1$530.3k—
Q3 20250—2$2.9m—
Q4 20250—2$2.0m—
DateInsiderTradeSharesPrice ValueTheir holding
2025-12-10 Chatterjee Whitney Chief Legal Officer Sold 8,500 $146.03 $1.2m8.5k shares -10%
2025-12-01 Kelly Martin Chief Financial Officer Sold 6,000 $131.41 $788.5k6.0k shares -2%

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 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 VANGUARD GROUP INC 0.10% of their portfolio Valley Forge, PA 47,760,60847.8m $6.9bn $6.9bn 0.10% Added +341.0k +340,956
2 BlackRock, Inc. 0.09% of their portfolio New York, NY 35,266,96235.3m $5.1bn $5.1bn 0.09% Added +1.4m +1,432,681
3 FMR LLC 0.22% of their portfolio BOSTON, MA 30,469,42130.5m $4.4bn $4.4bn 0.22% Added +5.8m +5,752,322
4 Capital World Investors 0.48% of their portfolio LOS ANGELES, CA 24,170,30324.2m $3.5bn $3.5bn 0.48% Reduced -4.0m -4,049,297
5 STATE STREET CORP 0.09% of their portfolio BOSTON, MA 19,438,01419.4m $2.8bn $2.8bn 0.09% Added +252.2k +252,219
6 Capital Research Global Investors 0.29% of their portfolio Los Angeles, CA 11,002,77311.0m $1.6bn $1.6bn 0.29% Added +1.7m +1,724,822
7 GEODE CAPITAL MANAGEMENT, LLC 0.09% of their portfolio BOSTON, MA 10,198,83710.2m $1.5bn $1.5bn 0.09% Added +200.3k +200,312
8 Capital International Investors 0.23% of their portfolio Los Angeles, CA 9,956,18110.0m $1.4bn $1.4bn 0.23% Reduced -748.3k -748,312
9 JPMORGAN CHASE & CO 0.09% of their portfolio NEW YORK, NY 9,704,2989.7m $1.4bn $1.4bn 0.09% Reduced -10.9m -10,894,214
10 FRANKLIN RESOURCES INC 0.33% of their portfolio San Mateo, CA 9,411,2539.4m $1.4bn $1.4bn 0.33% Added +625.6k +625,560
11 National Philanthropic Trust 12.88% of their portfolio Jenkintown, PA 9,012,7379.0m $1.3bn $1.3bn 12.88% Added +11.8k +11,769
12 NORGES BANK 0.13% of their portfolio OSLO, Q8 8,690,1248.7m $1.3bn $1.3bn 0.13% Not comparable
13 MORGAN STANLEY 0.07% of their portfolio NEW YORK, NY 8,119,3228.1m $1.2bn $1.2bn 0.07% Added +2.5k +2,496
14 TIGER GLOBAL MANAGEMENT LLC 3.03% of their portfolio New York, NY 6,209,4966.2m $898.9m $898.9m 3.03% Unchanged
15 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.16% of their portfolio NEW YORK, NY 5,159,7785.2m $746.9m $746.9m 0.16% Reduced -149.0k -148,975
16 VICTORY CAPITAL MANAGEMENT INC 0.42% of their portfolio San Antonio, TX 5,089,6315.1m $736.8m $736.8m 0.42% Added +1.6m +1,636,725
17 NORTHERN TRUST CORP 0.08% of their portfolio CHICAGO, IL 4,448,6184.4m $644.0m $644.0m 0.08% Added +62.8k +62,831
18 UBS Group AG 0.10% of their portfolio ZURICH, V8 3,638,1083.6m $526.7m $526.7m 0.10% Reduced -1.6m -1,585,504
19 Legal & General Group Plc 0.12% of their portfolio London, X0 3,611,8393.6m $522.8m $522.8m 0.12% Added +155.9k +155,857
20 PRICE T ROWE ASSOCIATES INC /MD/ 0.06% of their portfolio BALTIMORE, MD 3,585,2833.6m $519.0m $519.0m 0.06% Reduced -2.3m -2,313,437
21 GOLDMAN SACHS GROUP INC 0.07% of their portfolio NEW YORK, NY 3,569,1643.6m $516.7m $516.7m 0.07% Reduced -100.2k -100,193
22 BANK OF AMERICA CORP /DE/ 0.04% of their portfolio CHARLOTTE, NC 3,394,4663.4m $491.4m $491.4m 0.04% Added +478.5k +478,467
23 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.07% of their portfolio SAN FRANCISCO, CA 3,288,1003.3m $476.0m $476.0m 0.07% Added +98.9k +98,945
24 Boston Partners 0.49% of their portfolio BOSTON, MA 3,278,8623.3m $474.4m $474.4m 0.49% Added +1.7m +1,692,532
25 Clearbridge Investments, LLC 0.37% of their portfolio NEW YORK, NY 3,154,6233.2m $456.7m $456.7m 0.37% Reduced -118.6k -118,564
26 BECK MACK & OLIVER LLC 7.27% of their portfolio NEW YORK, NY 2,764,5762.8m $400.2m $400.2m 7.27% Added +7.1k +7,124
27 Bank of New York Mellon Corp 0.07% of their portfolio NEW YORK, NY 2,712,4422.7m $392.7m $392.7m 0.07% Added +260.9k +260,905
28 NEUBERGER BERMAN GROUP LLC 0.28% of their portfolio NEW YORK, NY 2,621,3102.6m $379.5m $379.5m 0.28% Reduced -159.0k -158,991
29 Mariner, LLC 0.42% of their portfolio Overland Park, KS 2,433,6232.4m $355.0m $355.0m 0.42% Added +334.0k +334,031
30 Allen Investment Management, LLC 3.88% of their portfolio NEW YORK, NY 2,418,1782.4m $350.1m $350.1m 3.88% Reduced -183.1k -183,082
31 Curated Wealth Partners LLC 34.81% of their portfolio EL SEGUNDO, CA 2,225,0272.2m $322.1m $322.1m 34.81% Reduced -3.8k -3,809
32 Invesco Ltd. 0.03% of their portfolio ATLANTA, GA 1,995,5502.0m $288.9m $288.9m 0.03% Reduced -192.3k -192,345
33 HSBC HOLDINGS PLC 0.07% of their portfolio LONDON, X0 1,788,9021.8m $259.6m $259.6m 0.07% Added +954.0k +954,036
34 DIMENSIONAL FUND ADVISORS LP 0.05% of their portfolio AUSTIN, TX 1,709,3511.7m $247.5m $247.5m 0.05% Added +322.3k +322,322
35 ALLIANCEBERNSTEIN L.P. 0.08% of their portfolio NASHVILLE, TN 1,705,0081.7m $246.8m $246.8m 0.08% Added +772.8k +772,848
36 BESSEMER GROUP INC 0.34% of their portfolio WOODBRIDGE, NJ 1,536,6481.5m $222.4m $222.4m 0.34% Reduced -80.6k -80,580
37 Heard Capital LLC 10.28% of their portfolio Chicago, IL 1,512,0151.5m $218.9m $218.9m 10.28% Reduced -1.4m -1,405,375
38 DEUTSCHE BANK AG\ 0.07% of their portfolio FRANKFURT AM MAIN, 2M 1,406,9171.4m $203.7m $203.7m 0.07% Added +56.6k +56,643
39 Focus Partners Wealth 0.23% of their portfolio ST LOUIS, MO 1,404,5761.4m $203.3m $203.3m 0.23% Added +1.4m +1,351,778
40 Nuveen, LLC 0.05% of their portfolio CHARLOTTE, NC 1,380,0111.4m $199.8m $199.8m 0.05% Reduced -775 -775
41 Amundi 0.05% of their portfolio Paris, I0 1,376,9491.4m $199.3m $199.3m 0.05% Added +178.0k +177,981
42 COOPERMAN LEON G 6.42% of their portfolio BOCA RATON, FL 1,337,0001.3m $193.5m $193.5m 6.42% Unchanged
43 CapitalatWork S.A. 5.77% of their portfolio AUDERGHEM, C9 1,302,9801.3m $188.6m $188.6m 5.77% Added +48.8k +48,774
44 Corient Private Wealth LP 0.05% of their portfolio MIAMI, FL 1,298,1151.3m $79.4m $79.4m 0.05% Added +1.0m +1,022,669
45 WELLS FARGO & COMPANY/MN 0.04% of their portfolio SAN FRANCISCO, CA 1,275,1721.3m $184.6m $184.6m 0.04% Reduced -115.6k -115,603
46 Swiss National Bank 0.10% of their portfolio ZURICH, V8 1,195,1141.2m $173.0m $173.0m 0.10% Reduced -62.2k -62,200
47 BANK OF MONTREAL /CAN/ 0.07% of their portfolio TORONTO, A6 1,168,9481.2m $169.2m $169.2m 0.07% Added +19.2k +19,173
48 D1 Capital Partners L.P. 1.57% of their portfolio New York, NY 1,159,0001.2m $167.8m $167.8m 1.57% Unchanged
49 JANUS HENDERSON GROUP PLC 0.07% of their portfolio LONDON, X0 1,128,9201.1m $163.4m $163.4m 0.07% Added +5.5k +5,528
50 RAYMOND JAMES FINANCIAL INC 0.05% of their portfolio ST. PETERSBURG, FL 1,118,5201.1m $161.9m $161.9m 0.05% Added +114.0k +113,986
51 Bahl & Gaynor LLC 0.82% of their portfolio CINCINNATI, OH 1,116,5291.1m $161.6m $161.6m 0.82% Added +119.8k +119,802
52 MENORA MIVTACHIM HOLDINGS LTD. 0.75% of their portfolio Ramat Gan, L3 1,096,3961.1m $158.7m $158.7m 0.75% Unchanged
53 BNP PARIBAS FINANCIAL MARKETS 0.10% of their portfolio PARIS, I0 1,075,2541.1m $155.7m $155.7m 0.10% Added +444.0k +443,998
54 BARCLAYS PLC 0.06% of their portfolio LONDON, X0 1,031,0061.0m $149.2m $149.2m 0.06% Reduced -164.6k -164,585
55 Markel Group Inc. 1.17% of their portfolio Glen Allen, VA 1,012,5001.0m $146.6m $146.6m 1.17% Unchanged
56 Regal Partners Ltd 8.26% of their portfolio SYDNEY, C3 989,104989.1k $143.2m $143.2m 8.26% Added +354.5k +354,465
57 Sumitomo Mitsui Trust Group, Inc. 0.08% of their portfolio CHIYODA-KU, TOKYO, M0 968,706968.7k $140.2m $140.2m 0.08% Reduced -82.6k -82,600
58 Mitsubishi UFJ Asset Management Co., Ltd. 0.10% of their portfolio TOKYO, M0 962,031962.0k $141.0m $141.0m 0.10% Added +61.5k +61,477
59 ROYAL BANK OF CANADA 0.02% of their portfolio TORONTO, A6 911,176911.2k $131.9m $131.9m 0.02% Reduced -624.7k -624,665
60 National Pension Service 0.09% of their portfolio JEONJU-SI, JEOLLABUK-DO, M5 869,139869.1k $125.8m $125.8m 0.09% Added +101.7k +101,697
61 MSA Advisors, LLC 31.17% of their portfolio SANTA MONICA, CA 859,802859.8k $124.5m $124.5m 31.17% Reduced -56.4k -56,400
62 Williams Jones Wealth Management, LLC. 1.35% of their portfolio NEW YORK, NY 828,381828.4k $119.9m $119.9m 1.35% Reduced -137.6k -137,607
63 TCW GROUP INC 0.81% of their portfolio LOS ANGELES, CA 780,658780.7k $113.0m $113.0m 0.81% Added +152.1k +152,106
64 California Public Employees Retirement System 0.06% of their portfolio Sacramento, CA 775,399775.4k $112.2m $112.2m 0.06% Added +5.6k +5,615
65 Temasek Holdings (Private) Ltd 0.35% of their portfolio SINGAPORE, U0 753,349753.3k $109.1m $109.1m 0.35% Added +676.4k +676,411
66 RHUMBLINE ADVISERS 0.09% of their portfolio BOSTON, MA 747,698747.7k $108.2m $108.2m 0.09% Reduced -22.2k -22,216
67 Select Equity Group, L.P. 0.49% of their portfolio NEW YORK, NY 727,557727.6k $105.3m $105.3m 0.49% Added +30.2k +30,199
68 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.10% of their portfolio WEST SACRAMENTO, CA 658,610658.6k $95.3m $95.3m 0.10% Reduced -403 -403
69 Cornerstone Investment Partners, LLC 3.55% of their portfolio ATLANTA, GA 632,702632.7k $91.6m $91.6m 3.55% Added +2.2k +2,182
70 AMERICAN CENTURY COMPANIES INC 0.04% of their portfolio KANSAS CITY, MO 585,452585.5k $84.8m $84.8m 0.04% Added +982 +982
71 Partners Group Holding AG 5.94% of their portfolio BAAR-ZUG, V8 572,540572.5k $82.9m $82.9m 5.94% Reduced -87.0k -87,023
72 Ensign Peak Advisors, Inc 0.14% of their portfolio SALT LAKE CITY, UT 555,412555.4k $80.4m $80.4m 0.14% Added +30.1k +30,130
73 Newbrook Capital Advisors LP 10.08% of their portfolio NEW YORK, NY 555,170555.2k $80.4m $80.4m 10.08% Added +147.1k +147,129
74 WELLINGTON MANAGEMENT GROUP LLP 0.01% of their portfolio Boston, MA 551,570551.6k $79.8m $79.8m 0.01% Added +541.4k +541,397
75 FIL Ltd 0.06% of their portfolio HAMILTON, D0 544,756544.8k $78.9m $78.9m 0.06% Added +493 +493
76 MONTANOVA CAPITAL, LLC 1.96% of their portfolio New York, NY 542,890542.9k $78.6m $78.6m 1.96% Added +111.6k +111,630
77 Senator Investment Group LP 3.12% of their portfolio New York, NY 537,070537.1k $77.7m $77.7m 3.12% Added +199.8k +199,798
78 ENVESTNET ASSET MANAGEMENT INC 0.02% of their portfolio Berwyn, PA 521,644521.6k $75.5m $75.5m 0.02% Added +27.1k +27,071
79 PRINCIPAL FINANCIAL GROUP INC 0.04% of their portfolio DES MOINES, IA 513,593513.6k $74.3m $74.3m 0.04% Added +18.4k +18,350
80 NEW YORK STATE COMMON RETIREMENT FUND 0.09% of their portfolio ALBANY, NY 481,236481.2k $69.7m $69.7m 0.09% Reduced -5.7k -5,700
81 Blue Whale Capital LLP 3.51% of their portfolio LONDON, X0 471,876471.9k $68.3m $68.3m 3.51% Reduced -217.6k -217,552
82 Callodine Capital Management, LP 5.36% of their portfolio BOSTON, MA 460,726460.7k $66.7m $66.7m 5.36% Added +134.3k +134,346
83 VAUGHAN DAVID INVESTMENTS LLC/IL 1.43% of their portfolio PEORIA, IL 454,860454.9k $65.8m $65.8m 1.43% Reduced -3.2k -3,161
84 OCO Capital Partners, L.P. 18.56% of their portfolio New York, NY 450,000450.0k $65.1m $65.1m 18.56% Added +25.0k +25,000
85 CITIGROUP INC 0.04% of their portfolio NEW YORK, NY 449,707449.7k $65.1m $65.1m 0.04% Reduced -219.5k -219,520
86 JOHNSON INVESTMENT COUNSEL INC 0.53% of their portfolio Cincinnati, OH 444,060444.1k $64.3m $64.3m 0.53% Added +10.1k +10,096
87 FEDERATED HERMES, INC. 0.11% of their portfolio PITTSBURGH, PA 440,444440.4k $63.8m $63.8m 0.11% Reduced -105.2k -105,231
88 iA Global Asset Management Inc. 0.78% of their portfolio QUEBEC, A8 422,867422.9k $61.2m $61.2m 0.78% Added +46.6k +46,624
89 BROWN ADVISORY INC 0.09% of their portfolio BALTIMORE, MD 422,853422.9k $61.2m $61.2m 0.09% Added +34.3k +34,317
90 MHR FUND MANAGEMENT LLC 4.98% of their portfolio NEW YORK, NY 399,505399.5k $57.8m $57.8m 4.98% Unchanged
91 AVIVA PLC 0.10% of their portfolio LONDON, X0 389,931389.9k $56.4m $56.4m 0.10% Added +17.0k +16,958
92 ADAGE CAPITAL PARTNERS GP, L.L.C. 0.08% of their portfolio Boston, MA 373,200373.2k $54.0m $54.0m 0.08% Reduced -20.2k -20,200
93 STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.10% of their portfolio TALLAHASSEE, FL 373,094373.1k $54.0m $54.0m 0.10% Reduced -18.8k -18,802
94 DNB Asset Management AS 0.19% of their portfolio Oslo, Q8 370,083370.1k $53.6m $53.6m 0.19% Added +7.0k +6,952
95 Rockefeller Capital Management L.P. 0.09% of their portfolio NEW YORK, NY 363,793363.8k $52.7m $52.7m 0.09% Reduced -126.7k -126,691
96 CITADEL ADVISORS LLC 0.04% of their portfolio MIAMI, FL 356,432356.4k $51.6m $51.6m 0.04% Reduced -172.8k -172,799
97 NOMURA ASSET MANAGEMENT CO LTD 0.13% of their portfolio TOKYO, M0 354,501354.5k $51.3m $51.3m 0.13% Reduced -12.7k -12,662
98 GUARDIAN POINT CAPITAL, LP 15.68% of their portfolio CHARLOTTESVILLE, VA 350,000350.0k $50.7m $50.7m 15.68% Unchanged
99 Aberdeen Group plc 0.08% of their portfolio EDINBURGH, X0 346,424346.4k $50.1m $50.1m 0.08% Reduced -5.2k -5,205
100 Russell Investments Group, Ltd. 0.05% of their portfolio Seattle, WA 342,321342.3k $49.6m $49.6m 0.05% Added +52.2k +52,161