Position in APO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$13,396,713
+$685,586 QoQ
Shares Held
113,234
-0.7% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#211
of 1,165 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in APO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026UMB Bank, n.a. holds $88,626,996 across 67 Asset Management names. APO ranks #2 (15.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
38,202 | $36,733,515 | |
| 2 | APO |
Apollo Global Management, Inc.
This page
|
113,234 | $13,396,713 | |
| 3 | BX |
Blackstone Inc.
|
55,332 | $6,510,916 | |
| 4 | TY |
TRI-CONTINENTAL Corp
|
163,808 | $5,638,271 | |
| 5 | ADX |
Adams Diversified Equity Fund, Inc.
|
192,516 | $4,918,783 | |
| 6 | BXSL |
Blackstone Secured Lending Fund
|
87,262 | $2,068,982 | |
| 7 | AMP |
Ameriprise Financial Inc
|
3,641 | $1,670,345 | |
| 8 | ARCC |
Ares Capital Corp
|
76,673 | $1,420,750 |
All Filings in APO
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,396,713 | 113,234 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $12,711,127 | 114,083 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $16,133,790 | 111,452 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $14,615,986 | 109,672 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $9,722,350 | 68,530 | Shares | Defined | 2025-07-11 | |
| 2025-03-31 | $123,656 | 903 | Shares | Defined | 2025-04-14 | |
| 2024-12-31 | $46,079 | 279 | Shares | Defined | 2025-01-16 | |
| 2024-09-30 | $6,370 | 51 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $6,021 | 51 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $5,734 | 51 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $4,752 | 51 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $4,577 | 51 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $3,917 | 51 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $3,221 | 51 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $4 | 70 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $2,371 | 51 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $2,472 | 51 | Shares | Sole | 2022-07-20 | |
| No filing history on record for this holder in this stock. | ||||||