Position in APO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$9,617,892
+$8,305,032 QoQ
Shares Held
81,294
+589.9% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#239
of 1,139 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in APO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Lido Advisors, LLC holds $216,768,277 across 101 Asset Management names. APO ranks #5 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
38,764 | $37,273,910 | |
| 2 | ARES |
Ares Management Corp
|
135,505 | $15,083,061 | |
| 3 | ARCC |
Ares Capital Corp
|
776,654 | $14,391,398 | |
| 4 | BX |
Blackstone Inc.
|
84,136 | $9,900,281 | |
| 5 | APO |
Apollo Global Management, Inc.
This page
|
81,294 | $9,617,892 | |
| 6 | GBDC |
GOLUB CAPITAL BDC, Inc.
|
498,198 | $6,416,789 | |
| 7 | KKR |
KKR & Co. Inc.
|
69,400 | $6,369,530 | |
| 8 | BXSL |
Blackstone Secured Lending Fund
|
251,447 | $5,961,808 |
All Filings in APO
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,617,892 | 81,294 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $1,312,860 | 11,783 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $2,367,404 | 16,354 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $2,542,258 | 19,076 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,775,076 | 12,512 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $1,704,628 | 12,448 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $778,233 | 4,712 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $608,560 | 4,872 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $568,978 | 4,819 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $565,623 | 5,030 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,346,129 | 14,445 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $407,330 | 4,538 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $315,074 | 4,102 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $256,997 | 4,069 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $359,392 | 5,634 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $264,957 | 5,698 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $290,976 | 6,002 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||