Position in APO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$45,981,179
-$588,813 QoQ
Shares Held
388,650
-7.0% QoQ
Ownership
0.066%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#94
of 1,165 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 85%
Shared 3%
None 12%
Common Shares in APO Over Time
Shares Held
Position Value (USD)
Derivatives in APO
reported options exposure · as of Jun 30, 2026CallValue
$82,817
CallShares
700
PutValue
$0
PutShares
0
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, 2026Cerity Partners LLC holds $798,098,841 across 121 Asset Management names. APO ranks #4 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
169,709 | $163,185,384 | |
| 2 | NTRS |
Northern Trust Corp
|
497,727 | $86,524,861 | |
| 3 | BX |
Blackstone Inc.
|
606,509 | $71,367,913 | |
| 4 | APO |
Apollo Global Management, Inc.
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|
388,650 | $45,981,179 | |
| 5 | AMP |
Ameriprise Financial Inc
|
81,171 | $37,238,006 | |
| 6 | KKR |
KKR & Co. Inc.
|
299,707 | $27,507,107 | |
| 7 | PDO |
PIMCO Dynamic Income Opportunities Fund
|
1,734,470 | $22,929,693 | |
| 8 | PFG |
Principal Financial Group Inc
|
208,030 | $22,421,472 |
All Filings in APO
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $82,817 | 700 | Call | Sole | 2026-08-14 | |
| 2026-06-30 | $45,981,179 | 388,650 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $77,994 | 700 | Call | Sole | 2026-05-15 | |
| 2026-03-31 | $46,569,992 | 417,968 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $41,794,961 | 288,719 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $32,023,714 | 240,292 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $34,142,859 | 240,663 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $29,332,137 | 214,197 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $33,183,121 | 200,915 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $24,572,545 | 196,722 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $21,350,007 | 180,825 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $19,998,220 | 177,841 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $14,429,912 | 154,844 | Shares | Other | 2024-01-26 | |
| 2023-09-30 | $8,297,593 | 92,442 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $11,160,493 | 145,300 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $7,199,229 | 113,984 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $6,957,575 | 109,070 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $811,518 | 17,452 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||