Position in APO
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$14,077,115
+$908,051 QoQ
Shares Held
118,985
+0.7% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#206
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)
Derivatives in APO
reported options exposure · as of Sep 30, 2025CallValue
$0
CallShares
0
PutValue
$1,510
PutShares
500
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Asset Management
Financial Services · as of Jun 30, 2026HighTower Advisors, LLC holds $1,171,370,487 across 232 Asset Management names. APO ranks #13 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
2,542,438 | $299,168,679 | |
| 2 | OWL |
Blue Owl Capital Inc.
|
12,721,492 | $111,313,055 | |
| 3 | GBDC |
GOLUB CAPITAL BDC, Inc.
|
7,345,885 | $94,614,998 | |
| 4 | BLK |
BlackRock, Inc.
|
84,028 | $80,797,963 | |
| 5 | ARCC |
Ares Capital Corp
|
3,870,130 | $71,713,508 | |
| 6 | PHYS |
Sprott Physical Gold Trust
|
1,397,071 | $42,149,632 | |
| 7 | BN |
BROOKFIELD Corp /ON/
|
742,378 | $31,617,879 | |
| 8 | BXSL |
Blackstone Secured Lending Fund
|
1,113,228 | $26,394,635 |
All Filings in APO
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,077,115 | 118,985 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $13,169,064 | 118,193 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $39,395,131 | 272,141 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $15,872,057 | 119,097 | Shares | Sole | 2025-11-07 | |
| 2025-09-30 | $1,510 | 500 | Put | Sole | 2025-11-07 | |
| 2025-06-30 | $935 | 500 | Put | Sole | 2025-08-11 | |
| 2025-06-30 | $15,160,653 | 106,863 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $14,733,100 | 107,588 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $68,645,450 | 415,630 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $56,456,821 | 451,980 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $53,114,852 | 449,859 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $46,724,549 | 415,514 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $61,807,987 | 663,247 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $61,811,967 | 688,636 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $64,073,365 | 834,180 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $50,929,697 | 806,360 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $57,631,075 | 903,450 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $40,500,802 | 870,985 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $40,128,398 | 827,731 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $41,292,220 | 666,111 | Shares | Sole | 2022-05-12 | |
| No filing history on record for this holder in this stock. | ||||||