JONES FINANCIAL COMPANIES LLLP
Position in APO — Apollo Global Management, Inc.
CIK 815917
DES PERES, MO
Position in APO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$13,322,888
+$1,744,457 QoQ
Shares Held
112,610
+8.4% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#212
of 1,165 holders
Holding Since
Jun 2022
15 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in APO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026JONES FINANCIAL COMPANIES LLLP holds $766,672,810 across 146 Asset Management names. APO ranks #9 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
236,624 | $227,528,173 | |
| 2 | BX |
Blackstone Inc.
|
1,321,572 | $155,509,377 | |
| 3 | STT |
State Street Corp
|
417,421 | $70,794,601 | |
| 4 | BAM |
Brookfield Asset Management Ltd.
|
1,208,246 | $54,189,832 | |
| 5 | RJF |
Raymond James Financial Inc
|
294,566 | $44,782,868 | |
| 6 | BN |
BROOKFIELD Corp /ON/
|
689,956 | $29,385,225 | |
| 7 | KKR |
KKR & Co. Inc.
|
233,669 | $21,446,140 | |
| 8 | AMP |
Ameriprise Financial Inc
|
42,514 | $19,503,722 |
All Filings in APO
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,322,888 | 112,610 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $11,578,431 | 103,917 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,350,901 | 16,240 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,023,838 | 15,186 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,815,793 | 12,799 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,543,861 | 11,274 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $1,514,351 | 9,169 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $412,951 | 3,306 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $96,581 | 818 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $134,377 | 1,195 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,118 | 12 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $807 | 9 | Shares | Sole | 2023-11-14 | |
| 2023-03-31 | $5,052 | 80 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $318 | 5 | Shares | Sole | 2023-02-13 | |
| 2022-06-30 | $9,889 | 204 | Shares | Sole | 2022-08-08 | |
| No filing history on record for this holder in this stock. | ||||||