MAI Capital Management
Position in APO — Apollo Global Management, Inc.
CIK 1040197
INDEPENDENCE, OH
Position in APO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$14,004,936
-$2,659,111 QoQ
Shares Held
125,695
+9.2% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
15 quarters on record
Voting authority
Sole 3.9707227813357733.ToString("F0")%
Shared 0.05489478499542544.ToString("F0")%
None 95.97438243366881.ToString("F0")%
Common Shares in APO Over Time
Shares Held
Position Value (USD)
Derivatives in APO
reported options exposure · as of Dec 31, 2025CallValue
$709,324
CallShares
4,900
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Asset Management
Financial Services · as of Mar 31, 2026MAI Capital Management holds $151,079,504 across 242 Asset Management names. APO ranks #4 (9.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
30,602 | $29,430,249 | |
| 2 | GBDC |
GOLUB CAPITAL BDC, Inc.
|
1,220,738 | $15,454,543 | |
| 3 | BN |
BROOKFIELD Corp /ON/
|
378,103 | $15,301,828 | |
| 4 | APO |
Apollo Global Management, Inc.
This page
|
125,695 | $14,004,936 | |
| 5 | PHYS |
Sprott Physical Gold Trust
|
303,304 | $10,749,093 | |
| 6 | OWL |
Blue Owl Capital Inc.
|
743,937 | $6,792,144 | |
| 7 | BX |
Blackstone Inc.
|
58,677 | $6,747,268 | |
| 8 | BAM |
Brookfield Asset Management Ltd.
|
139,543 | $6,202,686 |
All Filings in APO
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $14,004,936 | 125,695 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $16,664,047 | 115,115 | Shares | Sole | 2026-02-13 | |
| 2025-12-31 | $709,324 | 4,900 | Call | Sole | 2026-02-13 | |
| 2025-09-30 | $14,305,468 | 107,342 | Shares | Sole | 2025-11-10 | |
| 2025-09-30 | $1,692,529 | 12,700 | Call | Sole | 2025-11-10 | |
| 2025-06-30 | $1,801,749 | 12,700 | Call | Sole | 2025-08-12 | |
| 2025-06-30 | $13,818,138 | 97,400 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $12,515,905 | 91,397 | Shares | Sole | 2025-05-15 | |
| 2025-03-31 | $1,068,132 | 7,800 | Call | Sole | 2025-05-15 | |
| 2024-12-31 | $10,039,580 | 60,787 | Shares | Sole | 2025-02-14 | |
| 2024-12-31 | $1,288,248 | 7,800 | Call | Sole | 2025-02-14 | |
| 2024-09-30 | $974,298 | 7,800 | Call | Sole | 2024-11-07 | |
| 2024-09-30 | $5,951,711 | 47,648 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $920,946 | 7,800 | Call | Sole | 2024-08-12 | |
| 2024-06-30 | $5,654,372 | 47,890 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $4,802,289 | 42,706 | Shares | Sole | 2024-05-08 | |
| 2024-03-31 | $764,660 | 6,800 | Call | Sole | 2024-05-08 | |
| 2023-12-31 | $329,706 | 3,538 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $324,931 | 3,620 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $277,744 | 3,616 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $258,071 | 4,086 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $229,835 | 3,603 | Shares | Sole | 2023-02-09 | |
| 2022-03-31 | $245,914 | 3,967 | Shares | Sole | 2022-05-10 | |
| No filing history on record for this holder in this stock. | ||||||