Position in APO
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$44,531,231
-$11,915,180 QoQ
Shares Held
399,670
+2.5% QoQ
Ownership
0.069%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in APO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026AVIVA PLC holds $560,444,536 across 22 Asset Management names. APO ranks #5 (7.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
126,828 | $121,971,755 | |
| 2 | BN |
BROOKFIELD Corp /ON/
|
1,759,798 | $71,219,025 | |
| 3 | BX |
Blackstone Inc.
|
566,009 | $65,085,374 | |
| 4 | KKR |
KKR & Co. Inc.
|
536,142 | $49,593,135 | |
| 5 | APO |
Apollo Global Management, Inc.
This page
|
399,670 | $44,531,231 | |
| 6 | AMP |
Ameriprise Financial Inc
|
85,138 | $37,835,327 | |
| 7 | STT |
State Street Corp
|
255,529 | $32,339,750 | |
| 8 | RJF |
Raymond James Financial Inc
|
167,511 | $24,253,917 |
All Filings in APO
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $44,531,231 | 399,670 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $56,446,411 | 389,931 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $49,706,111 | 372,973 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $85,283,448 | 601,138 | Shares | Defined | 2025-08-07 | |
| 2025-03-31 | $79,302,090 | 579,101 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $71,743,687 | 434,389 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $24,133,861 | 193,210 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $22,317,709 | 189,021 | Shares | Defined | 2024-08-02 | |
| 2024-03-31 | $22,889,422 | 203,552 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $19,743,512 | 211,863 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $3,168,707 | 35,302 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $2,347,851 | 30,567 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $1,162,586 | 18,407 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $5,516,176 | 86,474 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $5,111,140 | 109,917 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,594,895 | 32,898 | Shares | Defined | 2022-08-04 | |
| No filing history on record for this holder in this stock. | ||||||