13F filings are quarterly and up to 45 days old. Insider trades: Form 4 rows coded P (bought) and S (sold) at a price, not grants or plan exercises.
Institutional ownership 13F data can be up to 45 days old
Every 13F-HR filed for the quarter ending Jun 30, 2026, from SEC's Form 13F data sets. A 13F lists the long positions of managers with more than $100M in US stocks.
Two managers can report the same shares, so totals can count some shares twice.
Held by institutions65.6%387.57M shares of those outstanding
Holders1,178+42 from Mar 31, 2026
Shares held, quarter on quarter-0.1%148 new, 461 added, 347 cut, 106 sold out
Top 10 holders50%of the shares institutions hold
Holder
Shares
Value
% of company
From Mar 31, 2026
BlackRock, Inc.
33.22M
$3.9B
5.63%
Reduced -3.8%
VANGUARD CAPITAL MANAGEMENT LLC
28.20M
$3.3B
4.78%
Held
FMR LLC
24.22M
$2.9B
4.10%
Added +10.2%
Capital Research Global Investors
23.97M
$2.8B
4.06%
Reduced -8.4%
STATE STREET CORP
19.88M
$2.4B
3.37%
Added +1.3%
Capital World Investors
18.28M
$2.2B
3.10%
Reduced -3.3%
VANGUARD PORTFOLIO MANAGEMENT LLC
14.54M
$1.7B
2.46%
Reduced -3.7%
FRANKLIN RESOURCES INC
10.46M
$1.2B
1.77%
Added +5.9%
GEODE CAPITAL MANAGEMENT, LLC
10.40M
$1.2B
1.76%
Reduced -1.0%
National Philanthropic Trust
9.14M
$1.1B
1.55%
Added +1.5%
MORGAN STANLEY
8.94M
$1.1B
1.51%
Added +1.2%
NORGES BANK
7.32M
$866.5M
1.24%
New
BANK OF AMERICA CORP /DE/
6.91M
$817.7M
1.17%
Added +74.7%
UBS Group AG
5.97M
$706.8M
1.01%
Reduced -7.2%
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
5.66M
$669.4M
0.96%
Added +4.3%
Clearbridge Investments, LLC
5.16M
$609.9M
0.87%
Held
NORTHERN TRUST CORP
4.87M
$576.2M
0.82%
Added +15.1%
GOLDMAN SACHS GROUP INC
4.82M
$569.9M
0.82%
Added +16.7%
Mariner, LLC
4.68M
$538.8M
0.79%
Added +0.8%
JPMORGAN CHASE & CO
4.50M
$517.0M
0.76%
Reduced -48.7%
Legal & General Group Plc
3.89M
$460.0M
0.66%
Added +4.6%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
3.61M
$426.9M
0.61%
Added +7.0%
Capital International Investors
3.38M
$399.6M
0.57%
Reduced -65.9%
Boston Partners
3.36M
$397.5M
0.57%
Added +5.9%
ROYAL BANK OF CANADA
3.13M
$370.8M
0.53%
Added +201.7%
Bought the most shares
NORGES BANK +7.32M, new
BANK OF AMERICA CORP /DE/ +2.95M
FMR LLC +2.24M
ROYAL BANK OF CANADA +2.10M
MILLENNIUM MANAGEMENT LLC +1.15M
Bahl & Gaynor LLC +1.07M
MARSHALL WACE, LLP +1.02M
BARCLAYS PLC +959K
GOLDMAN SACHS GROUP INC +688K
NORTHERN TRUST CORP +640K
Sold the most shares
Capital International Investors -6.54M
JPMORGAN CHASE & CO -4.27M
Capital Research Global Investors -2.21M
VICTORY CAPITAL MANAGEMENT INC -1.99M
Focus Partners Wealth -1.61M
BlackRock, Inc. -1.32M
JANUS HENDERSON GROUP PLC -1.24M, sold out
Allen Investment Management, LLC -1.10M
PRICE T ROWE ASSOCIATES INC /MD/ -991K
Capital World Investors -628K
Superinvestors holding APO 13F data can be up to 45 days old
From the latest 13F-HR of each of the investors followed on Investors. A 13F shows holdings at the end of a quarter and is filed up to 45 days later.
13D filings: owners of more than 5% who may push for change
Aug 14, 202613D0.5%of APO's sharesnew stake, above 5%
Ldb 2025 LLC · 3.00M shares · event Aug 13, 2026
Item 4, purpose of the transaction: The information set forth under Item 3 above is incorporated by reference herein.
Stockholders Agreement
On August 13, 2026, the Reporting Person became a party to the Stockholders Agreement among the Issuer, Leon D. Black, Marc J. Rowan, Joshua J. Harris (each, a "Principal") and the other persons party thereto, dated as of January 1, 2022 (the "Stockholders Agreement"). The Stockholders Agreement provides that:
o the Issuer will nominate each Principal (or his designee, as applicable) as part of the director slate of the Issuer's board of directors (the "Board"), for so long as such Principal, together with the members of his family group, beneficially owns at least $400 million in valu…
Feb 6, 202613D0.5%of APO's sharesnew stake, above 5%
Ldb C LLC · 3.00M shares · event Jan 27, 2026
Item 4, purpose of the transaction: The information set forth under Item 3 above is incorporated by reference herein.
Stockholders Agreement
On January 27, 2025, the Reporting Person became a party to the Stockholders Agreement among the Issuer, Leon D. Black, Marc J. Rowan, Joshua J. Harris (each, a "Principal") and the other persons party thereto, dated as of January 1, 2022 (the "Stockholders Agreement"). The Stockholders Agreement provides that:
o the Issuer will nominate each Principal (or his designee, as applicable) as part of the director slate of the Issuer's board of directors (the "Board"), for so long as such Principal, together with the members of his family group, beneficially owns at least $400 million in val…
Joshua Harris and 2 more reporting persons · 34.31M shares · event Dec 11, 2025
Item 4, purpose of the transaction: Item 4 of the Schedule 13D is amended by adding the following paragraphs immediately prior to the penultimate paragraph of such item:
On December 11, 2025, MJH Partners II LLC contributed and transferred 1,000,000 shares of Common Stock to MJH Partners III LLC.
On December 11, 2025, MJH Partners III LLC (the "Counterparty"), entered into a Delayed Draw Variable Share Forward Sale Transaction with Citibank, N.A. (the "Bank") pursuant to a Master Confirmation entered into between the Counterparty and the Bank, dated December 11, 2025 (the "Forward Contract"). The Forward Contract obligates the Counterparty to deliver to the Bank, on specified dates in December of 2030 (each, a "Settlement Da…
Work on APO in a spreadsheet:
Excel workbook (a sheet per section, ten years by column, charts, links to the filings) ·
CSV.
For a Google Sheet that stays up to date, paste =IMPORTDATA("https://tickdelta.com/company/APO/export.csv") into a cell.
