Allen Investment Management, LLC
Position in APO — Apollo Global Management, Inc.
CIK 1326234
NEW YORK, NY
Position in APO
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$247,087,331
-$102,968,116 QoQ
Shares Held
2,217,621
-8.3% QoQ
Ownership
0.385%
of shares outstanding
% of Portfolio
4.01%
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, 2026Allen Investment Management, LLC holds $456,658,558 across 12 Asset Management names. APO ranks #1 (54.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APO |
Apollo Global Management, Inc.
This page
|
2,217,621 | $247,087,331 | |
| 2 | ARCC |
Ares Capital Corp
|
2,598,482 | $46,824,645 | |
| 3 | GBDC |
GOLUB CAPITAL BDC, Inc.
|
3,365,900 | $42,612,294 | |
| 4 | BX |
Blackstone Inc.
|
286,132 | $32,902,318 | |
| 5 | KKR |
KKR & Co. Inc.
|
325,357 | $30,095,522 | |
| 6 | TSLX |
Sixth Street Specialty Lending, Inc.
|
1,395,961 | $25,657,763 | |
| 7 | BXSL |
Blackstone Secured Lending Fund
|
666,316 | $15,785,026 | |
| 8 | OBDC |
Blue Owl Capital Corp
|
906,168 | $10,022,218 |
All Filings in APO
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||