Position in APO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$71,235,483
-$7,623,394 QoQ
Shares Held
639,342
+17.4% QoQ
Ownership
0.111%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 57.95004864376187.ToString("F0")%
Shared 0.ToString("F0")%
None 42.04995135623813.ToString("F0")%
Common Shares in APO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026FIL Ltd holds $1,890,928,619 across 23 Asset Management names. APO ranks #4 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BN |
BROOKFIELD Corp /ON/
|
22,471,358 | $909,415,857 | |
| 2 | BLK |
BlackRock, Inc.
|
513,456 | $493,795,769 | |
| 3 | BAM |
Brookfield Asset Management Ltd.
|
5,675,160 | $252,260,861 | |
| 4 | APO |
Apollo Global Management, Inc.
This page
|
639,342 | $71,235,483 | |
| 5 | NOAH |
Noah Holdings Ltd
|
6,695,266 | $66,283,132 | |
| 6 | VCTR |
Victory Capital Holdings, Inc.
|
572,395 | $37,480,424 | |
| 7 | RJF |
Raymond James Financial Inc
|
126,472 | $18,311,880 | |
| 8 | ARES |
Ares Management Corp
|
162,435 | $17,721,656 |
All Filings in APO
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $71,235,483 | 639,342 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $78,858,877 | 544,756 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $72,533,927 | 544,263 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $70,305,662 | 495,564 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $54,283,151 | 396,401 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $80,964,238 | 490,217 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $44,076,366 | 352,865 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $32,960,537 | 279,161 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $26,426,535 | 235,007 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $31,933,507 | 342,671 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $33,127,272 | 369,065 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $31,613,381 | 411,579 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $28,260,687 | 447,446 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $58,022,616 | 909,588 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $60,350,908 | 1,297,869 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $51,340,367 | 1,059,001 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $95,724,149 | 1,544,187 | Shares | Defined | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||