Position in APO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$46,569,992
+$4,775,031 QoQ
Shares Held
417,968
+44.8% QoQ
Ownership
0.072%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
15 quarters on record
Voting authority
Sole 79.66471117406118.ToString("F0")%
Shared 9.277265245186236.ToString("F0")%
None 11.058023580752593.ToString("F0")%
Common Shares in APO Over Time
Shares Held
Position Value (USD)
Derivatives in APO
reported options exposure · as of Mar 31, 2026CallValue
$77,994
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 Mar 31, 2026Cerity Partners LLC holds $777,004,677 across 117 Asset Management names. APO ranks #4 (6.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
166,688 | $160,305,515 | |
| 2 | NTRS |
Northern Trust Corp
|
508,340 | $70,949,012 | |
| 3 | BX |
Blackstone Inc.
|
603,398 | $69,384,734 | |
| 4 | APO |
Apollo Global Management, Inc.
This page
|
417,968 | $46,569,992 | |
| 5 | AMP |
Ameriprise Financial Inc
|
96,099 | $42,706,394 | |
| 6 | KKR |
KKR & Co. Inc.
|
438,847 | $40,593,347 | |
| 7 | PDO |
PIMCO Dynamic Income Opportunities Fund
|
1,745,837 | $22,573,672 | |
| 8 | PAXS |
PIMCO Access Income Fund
|
1,532,951 | $22,089,823 |
All Filings in APO
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||