Position in APO
as of Mar 31, 2026
· filed Apr 16, 2026
Position Value
$6,088,434
-$65,168 QoQ
Shares Held
54,644
+28.5% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
11 quarters on record
Voting authority
Sole 2.285703828416661.ToString("F0")%
Shared 0.ToString("F0")%
None 97.71429617158334.ToString("F0")%
Common Shares in APO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Diversified Trust Co holds $33,449,477 across 19 Asset Management names. APO ranks #2 (18.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMP |
Ameriprise Financial Inc
|
14,420 | $6,408,248 | |
| 2 | APO |
Apollo Global Management, Inc.
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|
54,644 | $6,088,434 | |
| 3 | BLK |
BlackRock, Inc.
|
3,869 | $3,720,855 | |
| 4 | SEIC |
Sei Investments Co
|
35,492 | $2,785,057 | |
| 5 | ARES |
Ares Management Corp
|
20,924 | $2,282,808 | |
| 6 | HLNE |
Hamilton Lane INC
|
16,830 | $1,672,902 | |
| 7 | ADX |
Adams Diversified Equity Fund, Inc.
|
65,351 | $1,430,533 | |
| 8 | CG |
Carlyle Group Inc.
|
29,077 | $1,407,036 |
All Filings in APO
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,088,434 | 54,644 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $6,153,602 | 42,509 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $5,629,058 | 42,238 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $217,912 | 1,536 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $222,938 | 1,628 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $261,283 | 1,582 | Shares | Sole | 2025-01-07 | |
| 2024-06-30 | $1,693,950 | 14,347 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $1,730,605 | 15,390 | Shares | Sole | 2024-04-18 | |
| 2023-09-30 | $385,160 | 4,291 | Shares | Sole | 2023-11-17 | |
| 2023-03-31 | $213,607 | 3,382 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $223,456 | 3,503 | Shares | Sole | 2023-01-17 | |
| No filing history on record for this holder in this stock. | ||||||