Position in APO
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$299,559,351
+$10,683,537 QoQ
Shares Held
2,688,560
+34.7% QoQ
Ownership
0.466%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 96.08258696104977.ToString("F0")%
None 3.917413038950219.ToString("F0")%
Common Shares in APO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Invesco Ltd. holds $8,329,992,609 across 280 Asset Management names. APO ranks #11 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STT |
State Street Corp
|
7,825,922 | $990,448,680 | |
| 2 | KKR |
KKR & Co. Inc.
|
9,986,008 | $923,705,737 | |
| 3 | BLK |
BlackRock, Inc.
|
635,138 | $610,818,556 | |
| 4 | NTRS |
Northern Trust Corp
|
3,514,155 | $490,470,605 | |
| 5 | AMP |
Ameriprise Financial Inc
|
921,700 | $409,603,472 | |
| 6 | TROW |
Price T Rowe Group Inc
|
4,116,891 | $371,096,550 | |
| 7 | BX |
Blackstone Inc.
|
3,111,980 | $357,846,576 | |
| 8 | BEN |
Franklin Resources Inc
|
13,564,400 | $320,391,123 |
All Filings in APO
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $299,559,351 | 2,688,560 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $288,875,814 | 1,995,550 | Shares | Defined | 2026-02-19 | |
| 2025-09-30 | $291,580,760 | 2,187,895 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $500,496,641 | 3,527,854 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $495,908,621 | 3,621,357 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $543,943,717 | 3,293,435 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $151,006,067 | 1,208,919 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $100,533,293 | 851,472 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $56,856,740 | 505,618 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $56,324,405 | 604,404 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $63,268,317 | 704,861 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $80,048,995 | 1,042,169 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $67,434,791 | 1,067,682 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $70,544,210 | 1,105,882 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $52,761,083 | 1,134,647 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $62,257,235 | 1,284,184 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $218,698,607 | 3,527,966 | Shares | Defined | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||