Position in APO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,424,059
-$1,661,355 QoQ
Shares Held
12,781
-40.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
8 quarters on record
Voting authority
Sole 99.4131914560676.ToString("F0")%
Shared 0.ToString("F0")%
None 0.5868085439323997.ToString("F0")%
Common Shares in APO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026WESTWOOD HOLDINGS GROUP INC holds $41,951,950 across 7 Asset Management names. APO ranks #3 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KKR |
KKR & Co. Inc.
|
349,477 | $32,326,622 | |
| 2 | WHG |
Westwood Holdings Group Inc
|
444,245 | $7,316,715 | |
| 3 | APO |
Apollo Global Management, Inc.
This page
|
12,781 | $1,424,059 | |
| 4 | BN |
BROOKFIELD Corp /ON/
|
10,381 | $420,119 | |
| 5 | PSEC |
Prospect Capital Corp
|
93,246 | $243,372 | |
| 6 | BTX |
BlackRock Technology & Private Equity Term Trust
|
18,300 | $120,780 | |
| 7 | LIEN |
Chicago Atlantic BDC, Inc.
|
10,737 | $100,283 |
All Filings in APO
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,424,059 | 12,781 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $3,085,414 | 21,314 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $3,285,905 | 24,656 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $3,537,244 | 24,933 | Shares | Defined | 2025-10-08 | |
| 2025-03-31 | $3,183,444 | 23,247 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $2,898,558 | 17,550 | Shares | Defined | 2025-02-14 | |
| 2022-06-30 | $2,294,800 | 47,335 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $3,156,158 | 50,914 | Shares | Defined | 2022-05-12 | |
| No filing history on record for this holder in this stock. | ||||||