UNITED CAPITAL FINANCIAL ADVISORS, LLC
Position in APO — Apollo Global Management, Inc.
CIK 1463217
IRVING, TX
Position in APO
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$841,893
+$140,950 QoQ
Shares Held
7,116
+13.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#586
of 1,165 holders
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in APO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $88,665,840 across 38 Asset Management names. APO ranks #20 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KKR |
KKR & Co. Inc.
|
243,165 | $22,317,683 | |
| 2 | ARES |
Ares Management Corp
|
106,313 | $11,833,700 | |
| 3 | BX |
Blackstone Inc.
|
89,717 | $10,556,999 | |
| 4 | BLK |
BlackRock, Inc.
|
8,301 | $7,981,909 | |
| 5 | NTRS |
Northern Trust Corp
|
40,661 | $7,068,508 | |
| 6 | OBDC |
Blue Owl Capital Corp
|
278,557 | $3,027,914 | |
| 7 | AMP |
Ameriprise Financial Inc
|
5,940 | $2,725,034 | |
| 8 | STT |
State Street Corp
|
13,525 | $2,293,840 |
All Filings in APO
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $841,893 | 7,116 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $700,943 | 6,291 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $1,131,588 | 7,817 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $858,258 | 6,440 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $945,421 | 6,664 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $769,602 | 5,620 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $793,428 | 4,804 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $577,084 | 4,620 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $558,234 | 4,728 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $559,101 | 4,972 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $535,096 | 5,742 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $211,115 | 2,352 | Shares | Defined | 2023-11-14 | |
| 2023-03-31 | $223,775 | 3,543 | Shares | Defined | 2023-08-15 | |
| 2022-12-31 | $848,470 | 13,301 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $641,607 | 13,798 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $704,075 | 14,523 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $1,244,821 | 20,081 | Shares | Defined | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||