APO-PA
Apollo Global Management, Inc. · Financial Services · Asset Management
Momentum inputs (comparable managers):
holder breadth -5.3% ·
share flow -4.7% ·
net new positions -2.8%
· formula
Broad distribution: falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 31 | -2 | 17.38M | $838.07M | +3 | −4 |
| Q1 2026 | 32 | -3 | 19.30M | $905.43M | +2 | −6 |
| Q4 2025 | 36 | -2 | 19.44M | $1.19B | +1 | −2 |
| Q3 2025 | 10 | +1 | 5.82M | $409.48M | +1 | −1 |
| Q2 2025 | 7 | 0 | 6.07M | $454.91M | n/a | n/a |
| Q1 2025 | 5 | -2 | 4.58M | $334.67M | n/a | −2 |
| Q4 2024 | 7 | +1 | 4.61M | $400.51M | +1 | n/a |
| Q3 2024 | 5 | +3 | 2.90M | $197.54M | +3 | n/a |
| Q2 2024 | 2 | n/a | 2.10M | $137.78M | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Franklin Resources Inc | 2.37M | n/a | $178.73M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 2 | Fidelity (FMR) ✦ | 1.07M | +74.5% | $80.71M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 3 | State Street Global Advisors ✦ (passive) | 404.32K | +1.4% | $30.48M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 354.12K | n/a | $26.74M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 5 | Ameriprise Financial Inc | 217.31K | n/a | $16.37M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 6 | Bank Of America Corp /De/ | 197.07K | n/a | $14.88M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 7 | Barclays Plc | 86.28K | n/a | $6.52M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | JPMorgan Chase ✦ | 63.74K | -69.7% | $4.81M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 9 | Loomis Sayles & Co L P | 27.37K | n/a | $3.96M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Sei Investments Co | 5.15K | n/a | $388,928 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Fifth Third Bancorp | 636 | n/a | $48,031 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Us Bancorp \De\ | 85 | n/a | $6,419 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 67 holders, 30.51M shares, $1.56B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.