Position in APO
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$10,669,467
-$2,653,953 QoQ
Shares Held
95,759
+4.0% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
1.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
17 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, 2026MOTCO holds $16,577,614 across 27 Asset Management names. APO ranks #1 (64.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APO |
Apollo Global Management, Inc.
This page
|
95,759 | $10,669,467 | |
| 2 | BX |
Blackstone Inc.
|
37,557 | $4,318,678 | |
| 3 | BLK |
BlackRock, Inc.
|
982 | $944,399 | |
| 4 | GAB |
Gabelli Equity Trust Inc
|
19,910 | $111,496 | |
| 5 | KKR |
KKR & Co. Inc.
|
1,024 | $94,720 | |
| 6 | AMP |
Ameriprise Financial Inc
|
211 | $93,768 | |
| 7 | GUT |
Gabelli Utility Trust
|
14,277 | $86,375 | |
| 8 | PFG |
Principal Financial Group Inc
|
535 | $48,208 |
All Filings in APO
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,669,467 | 95,759 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $13,323,420 | 92,038 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $12,220,191 | 91,695 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $12,878,106 | 90,774 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $12,171,363 | 88,881 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $15,018,163 | 90,931 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $12,213,199 | 97,776 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $12,585,198 | 106,591 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $12,215,668 | 108,632 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $10,755,989 | 115,420 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $10,656,127 | 118,718 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $9,735,820 | 126,752 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $8,236,063 | 130,400 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $8,410,008 | 131,839 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $6,153,856 | 132,341 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $6,224,443 | 128,392 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $7,688,185 | 124,023 | Shares | Sole | 2022-05-06 | |
| No filing history on record for this holder in this stock. | ||||||