Allen Investment Management, LLC
Position in APO — Apollo Global Management, Inc.
CIK 1326234
NEW YORK, NY
Position in APO
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$132,271,763
-$114,815,568 QoQ
Shares Held
1,118,010
-49.6% QoQ
Ownership
0.189%
of shares outstanding
% of Portfolio
1.89%
of 13F equity value
Holder Rank
#53
of 1,165 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in APO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Allen Investment Management, LLC holds $331,525,420 across 12 Asset Management names. APO ranks #1 (39.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APO |
Apollo Global Management, Inc.
This page
|
1,118,010 | $132,271,763 | |
| 2 | ARCC |
Ares Capital Corp
|
2,441,585 | $45,242,570 | |
| 3 | GBDC |
GOLUB CAPITAL BDC, Inc.
|
3,174,058 | $40,881,867 | |
| 4 | BX |
Blackstone Inc.
|
269,033 | $31,657,113 | |
| 5 | KKR |
KKR & Co. Inc.
|
315,684 | $28,973,477 | |
| 6 | TSLX |
Sixth Street Specialty Lending, Inc.
|
1,368,939 | $23,504,682 | |
| 7 | BXSL |
Blackstone Secured Lending Fund
|
579,652 | $13,743,548 | |
| 8 | OBDC |
Blue Owl Capital Corp
|
861,454 | $9,364,004 |
All Filings in APO
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $132,271,763 | 1,118,010 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $247,087,331 | 2,217,621 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $350,055,447 | 2,418,178 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $346,669,920 | 2,601,260 | Shares | Defined | 2025-11-06 | |
| 2025-06-30 | $405,547,595 | 2,858,586 | Shares | Defined | 2025-08-07 | |
| 2025-03-31 | $361,664,428 | 2,641,043 | Shares | Defined | 2025-05-07 | |
| 2024-12-31 | $381,125,693 | 2,307,615 | Shares | Defined | 2025-02-10 | |
| 2024-09-30 | $13,364,120 | 106,990 | Shares | Defined | 2024-11-07 | |
| 2024-06-30 | $9,247,006 | 78,318 | Shares | Defined | 2024-08-08 | |
| 2024-03-31 | $8,806,859 | 78,318 | Shares | Defined | 2024-05-07 | |
| 2023-12-31 | $7,298,454 | 78,318 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $7,022,463 | 78,236 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $3,068,405 | 39,948 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $2,523,115 | 39,948 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $287,055 | 4,500 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $209,250 | 4,500 | Shares | Defined | 2022-11-07 | |
| 2022-06-30 | $218,160 | 4,500 | Shares | Defined | 2022-08-08 | |
| 2022-03-31 | $278,955 | 4,500 | Shares | Defined | 2022-05-05 | |
| No filing history on record for this holder in this stock. | ||||||