Empowered Funds, LLC
Position in APO — Apollo Global Management, Inc.
CIK 1592828
NEWTOWN SQUARE, PA
Position in APO
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$4,341,028
-$206,128 QoQ
Shares Held
36,692
-10.1% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#341
of 1,165 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in APO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Empowered Funds, LLC holds $193,831,345 across 36 Asset Management names. APO ranks #13 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
265,227 | $31,209,257 | |
| 2 | AMG |
Affiliated Managers Group, Inc.
|
81,755 | $27,665,890 | |
| 3 | AMP |
Ameriprise Financial Inc
|
37,154 | $17,044,765 | |
| 4 | STT |
State Street Corp
|
90,136 | $15,287,062 | |
| 5 | BLK |
BlackRock, Inc.
|
14,080 | $13,538,761 | |
| 6 | CSWC |
Capital Southwest Corp
|
525,697 | $12,495,817 | |
| 7 | BEN |
Franklin Resources Inc
|
263,326 | $8,760,855 | |
| 8 | NTRS |
Northern Trust Corp
|
45,532 | $7,915,279 |
All Filings in APO
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,341,028 | 36,692 | Shares | Other | 2026-08-17 | |
| 2026-03-31 | $4,547,156 | 40,811 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $3,772,733 | 26,062 | Shares | Other | 2026-02-18 | |
| 2025-09-30 | $3,169,692 | 23,784 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $4,355,549 | 30,701 | Shares | Other | 2025-08-11 | |
| 2025-03-31 | $3,838,290 | 28,029 | Shares | Other | 2025-05-16 | |
| 2024-12-31 | $6,536,206 | 39,575 | Shares | Other | 2025-01-28 | |
| 2024-09-30 | $4,855,750 | 38,874 | Shares | Other | 2024-11-06 | |
| 2024-06-30 | $1,871,409 | 15,850 | Shares | Other | 2024-07-30 | |
| 2024-03-31 | $5,755,303 | 51,181 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $1,626,165 | 17,450 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $313,890 | 3,497 | Shares | Other | 2023-11-01 | |
| 2023-06-30 | $220,982 | 2,877 | Shares | Other | 2023-07-27 | |
| No filing history on record for this holder in this stock. | ||||||