Access Investment Management LLC
Position in APO — Apollo Global Management, Inc.
CIK 2010477
ATLANTA, GA
Position in APO
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$16,748,200
+$992,410 QoQ
Shares Held
141,562
+0.1% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
4.59%
of 13F equity value
Holder Rank
#186
of 1,165 holders
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in APO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Access Investment Management LLC holds $22,537,800 across 7 Asset Management names. APO ranks #1 (74.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APO |
Apollo Global Management, Inc.
This page
|
141,562 | $16,748,200 | |
| 2 | RJF |
Raymond James Financial Inc
|
29,960 | $4,554,818 | |
| 3 | HTGC |
Hercules Capital, Inc.
|
38,200 | $602,414 | |
| 4 | ARCC |
Ares Capital Corp
|
30,675 | $568,407 | |
| 5 | MFIC |
MidCap Financial Investment Corp
|
4,000 | $40,320 | |
| 6 | SEIC |
Sei Investments Co
|
138 | $12,103 | |
| 7 | BLK |
BlackRock, Inc.
|
12 | $11,538 |
All Filings in APO
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,748,200 | 141,562 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $15,755,790 | 141,409 | Shares | Sole | 2026-05-22 | |
| 2025-12-31 | $20,673,465 | 142,812 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $19,032,555 | 142,812 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $20,240,167 | 142,667 | Shares | Sole | 2025-08-05 | |
| 2024-12-31 | $23,531,501 | 142,477 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $17,781,188 | 142,352 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $16,804,548 | 142,327 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $15,988,928 | 142,187 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $13,248,542 | 142,167 | Shares | Sole | 2024-02-07 | |
| No filing history on record for this holder in this stock. | ||||||