Jefferies Financial Group Inc.
Position in APO — Apollo Global Management, Inc.
CIK 96223
NEW YORK, NY
Position in APO
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$1,492,125
-$2,649,579 QoQ
Shares Held
12,612
-66.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#490
of 1,165 holders
Holding Since
Mar 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in APO Over Time
Shares Held
Position Value (USD)
Derivatives in APO
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$70,986
PutShares
600
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Asset Management
Financial Services · as of Jun 30, 2026Jefferies Financial Group Inc. holds $116,393,131 across 38 Asset Management names. APO ranks #17 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
33,912 | $32,608,422 | |
| 2 | ARES |
Ares Management Corp
|
251,700 | $28,016,727 | |
| 3 | CRBG |
Corebridge Financial, Inc.
|
235,574 | $6,744,483 | |
| 4 | HLNE |
Hamilton Lane INC
|
76,476 | $6,028,603 | |
| 5 | CNS |
Cohen & Steers, Inc.
|
67,244 | $5,119,958 | |
| 6 | TPG |
TPG Inc.
|
88,999 | $3,608,909 | |
| 7 | ARCC |
Ares Capital Corp
|
175,452 | $3,251,125 | |
| 8 | UTG |
Reaves Utility Income Fund
|
68,546 | $2,791,193 |
All Filings in APO
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $70,986 | 600 | Put | Defined | 2026-08-17 | |
| 2026-06-30 | $1,492,125 | 12,612 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $4,141,704 | 37,172 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $4,342,800 | 30,000 | Put | Defined | 2026-02-09 | |
| 2025-12-31 | $3,482,491 | 24,057 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $1,698,392 | 12,744 | Shares | Defined | 2025-11-13 | |
| 2025-09-30 | $3,998,100 | 30,000 | Put | Defined | 2025-11-13 | |
| 2025-06-30 | $2,837,400 | 20,000 | Put | Defined | 2025-08-12 | |
| 2025-06-30 | $1,108,855 | 7,816 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $852,862 | 6,228 | Shares | Defined | 2025-05-08 | |
| 2025-03-31 | $1,506,340 | 11,000 | Put | Defined | 2025-05-08 | |
| 2024-12-31 | $4,129,000 | 25,000 | Call | Defined | 2025-02-27 | |
| 2024-09-30 | $4,028,472 | 32,251 | Shares | Defined | 2024-11-14 | |
| 2024-03-31 | $1,027,793 | 9,140 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $4,864,331 | 52,198 | Shares | Defined | 2024-05-06 | |
| 2023-09-30 | $2,046,976 | 22,805 | Shares | Defined | 2023-11-14 | |
| 2023-03-31 | $785,899 | 12,443 | Shares | Defined | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||