Who holds ticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

APOLLO GLOBAL MGMT INC · COM · quarter ended 2026-03-31 · 8 members disclosed APO ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 832 holders are listed, largest first: 832
sum of the reported values across every holder; NULL values are excluded, never zero-filled: $36.5B
holders whose share count rose or who opened the position (new + add), by shares: 428
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 182

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares

13F holders of APO ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$3.8B	34,541,937	−725,025	TRIM
2	VANGUARD CAPITAL MANAGEMENT LLC	$3.1B	28,179,227	—	NO PRIOR
3	Capital Research Global Investors	$2.9B	26,182,472	+15,179,699	ADD
4	FMR LLC	$2.4B	21,976,458	−8,492,963	TRIM
5	STATE STREET CORP	$2.2B	19,618,300	+180,286	ADD
6	Capital World Investors	$2.1B	18,907,562	−5,262,741	TRIM
7	VANGUARD PORTFOLIO MANAGEMENT LLC	$1.7B	15,094,086	—	NO PRIOR
8	Capital International Investors	$1.1B	9,916,499	−39,682	TRIM
9	FRANKLIN RESOURCES INC	$1.1B	9,877,359	+466,106	ADD
10	National Philanthropic Trust	$1.0B	9,005,313	—	NO PRIOR
11	MORGAN STANLEY	$984M	8,829,846	+710,524	ADD
12	UBS Group AG	$718M	6,440,923	+2,802,815	ADD
13	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$604M	5,423,264	+263,486	ADD
14	Mariner, LLC	$518M	4,645,974	+2,212,351	ADD
15	NORTHERN TRUST CORP	$471M	4,230,017	−218,601	TRIM
16	BANK OF AMERICA CORP /DE/	$441M	3,957,303	+562,837	ADD
17	Legal & General Group Plc	$414M	3,718,591	+106,752	ADD
18	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$376M	3,373,457	+85,357	ADD
19	TIGER GLOBAL MANAGEMENT LLC	$367M	3,293,334	−2,916,162	TRIM
20	Focus Partners Wealth	$363M	3,254,362	+1,849,786	ADD
21	Boston Partners	$352M	3,169,697	−109,165	TRIM
22	BECK MACK & OLIVER LLC	$308M	2,764,959	+383	ADD
23	Invesco Ltd.	$300M	2,688,560	+693,010	ADD
24	VANGUARD FIDUCIARY TRUST CO	$290M	2,602,884	—	NO PRIOR
25	Temasek Holdings (Private) Ltd	$264M	2,368,162	+1,614,813	ADD
26	Curated Wealth Partners LLC	$247M	2,219,266	−5,761	TRIM
27	VICTORY CAPITAL MANAGEMENT INC	$236M	2,118,873	−2,970,758	TRIM
28	DIMENSIONAL FUND ADVISORS LP	$220M	1,976,083	+266,732	ADD
29	Heard Capital LLC	$187M	1,681,520	+169,505	ADD
30	Amundi	$186M	1,673,494	+296,545	ADD
31	BARCLAYS PLC	$160M	1,439,313	+408,307	ADD
32	DEUTSCHE BANK AG\	$155M	1,387,227	−19,690	TRIM
33	WELLS FARGO & COMPANY/MN	$154M	1,381,789	+106,617	ADD
34	RAYMOND JAMES FINANCIAL INC	$150M	1,348,721	+230,201	ADD
35	Swiss National Bank	$142M	1,277,414	+82,300	ADD
36	Janus Henderson Group Ltd.	$139M	1,244,061	+115,141	ADD
37	WELLINGTON MANAGEMENT GROUP LLP	$133M	1,191,555	+639,985	ADD
38	D1 Capital Partners L.P.	$129M	1,159,000	0	NO CHANGE
39	ALLIANCEBERNSTEIN L.P.	$129M	891,998	−813,010	TRIM
40	Nuveen, LLC	$127M	1,142,683	−237,328	TRIM
41	BANK OF MONTREAL /CAN/	$125M	1,121,964	−46,984	TRIM
42	MENORA MIVTACHIM HOLDINGS LTD.	$122M	1,096,396	0	NO CHANGE
43	ROYAL BANK OF CANADA	$116M	1,038,731	+127,555	ADD
44	Vanguard Global Advisers, LLC	$115M	1,031,619	—	NO PRIOR
45	Mitsubishi UFJ Asset Management Co., Ltd.	$114M	1,018,798	+56,767	ADD
46	MARKEL GROUP INC.	$113M	1,012,500	0	NO CHANGE
47	Select Equity Group, L.P.	$102M	913,985	+186,428	ADD
48	Ensign Peak Advisors, Inc	$98.2M	881,657	+326,245	ADD
49	MSA Advisors, LLC	$96.2M	863,802	+863,802	NEW
50	National Pension Service	$94.3M	846,620	+846,620	NEW
51	HSBC HOLDINGS PLC	$92.8M	831,836	−957,066	TRIM
52	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$89.4M	802,136	+26,737	ADD
53	VANGUARD ASSET MANAGEMENT, Ltd	$82.3M	738,472	—	NO PRIOR
54	Newbrook Capital Advisors LP	$74.9M	672,441	+117,271	ADD
55	FIL Ltd	$71.2M	639,342	+94,586	ADD
56	CITIGROUP INC	$70.3M	630,900	+181,193	ADD
57	ENVESTNET ASSET MANAGEMENT INC	$64.6M	580,055	+58,411	ADD
58	MOORE CAPITAL MANAGEMENT, LP	$59.1M	530,000	+480,000	ADD
59	OCO Capital Partners, L.P.	$58.5M	525,000	+75,000	ADD
60	PRINCIPAL FINANCIAL GROUP INC	$58.5M	524,609	+11,016	ADD
61	AMERICAN CENTURY COMPANIES INC	$56.9M	511,066	−74,386	TRIM
62	GUARDIAN POINT CAPITAL, LP	$55.7M	500,000	+150,000	ADD
63	Long Focus Capital Management, LLC	$53.9M	484,000	+465,250	ADD
64	Marex Group Ltd	$53.4M	479,091	+335,842	ADD
65	Rockefeller Capital Management L.P.	$51.3M	459,986	+96,193	ADD
66	Callodine Capital Management, LP	$48.9M	438,504	−22,222	TRIM
67	JOHNSON INVESTMENT COUNSEL INC	$46.9M	420,594	−23,466	TRIM
68	Cerity Partners LLC	$46.6M	417,968	+129,249	ADD
69	NOMURA ASSET MANAGEMENT CO LTD	$44.9M	402,725	+48,224	ADD
70	AVIVA PLC	$44.5M	399,670	+9,739	ADD
71	MHR FUND MANAGEMENT LLC	$44.5M	399,505	0	NO CHANGE
72	SUVRETTA CAPITAL MANAGEMENT, LLC	$43.2M	387,700	−155,190	TRIM
73	BROWN ADVISORY INC	$42.8M	384,125	−38,728	TRIM
74	LPL Financial LLC	$42.2M	378,918	+60,200	ADD
75	ADAGE CAPITAL PARTNERS GP, L.L.C.	$41.2M	370,000	−3,200	TRIM
76	PFA Pension, Forsikringsaktieselskab	$40.7M	365,597	+365,597	NEW
77	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$40.7M	365,571	−7,523	TRIM
78	Aberdeen Group plc	$40.4M	362,830	+16,406	ADD
79	Senator Investment Group LP	$37.9M	340,000	−197,070	TRIM
80	CITADEL ADVISORS LLC	$37.8M	339,432	−17,000	TRIM
81	D. E. Shaw & Co., Inc.	$37.3M	335,046	+244,871	ADD
82	Empyrean Capital Partners, LP	$36.6M	328,200	+328,200	NEW
83	Spinecap SAS	$36.2M	324,580	+103,931	ADD
84	Onex Canada Asset Management Inc.	$33.3M	299,232	−28,023	TRIM
85	ROYAL LONDON ASSET MANAGEMENT LTD	$32.3M	289,870	−465	TRIM
86	Corient Private Wealth LLC	$31.5M	288,847	−1,009,268	TRIM
87	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$30.9M	276,944	−16,455	TRIM
88	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$30.8M	276,494	−35,342	TRIM
89	Gotham Asset Management, LLC	$30.4M	272,790	−1,548	TRIM
90	Saba Capital Management, L.P.	$29.8M	267,669	+267,669	NEW
91	L1 Capital International Pty Ltd	$29.4M	263,472	+263,472	NEW
92	TOCQUEVILLE ASSET MANAGEMENT L.P.	$29.2M	262,435	−827	TRIM
93	ASR Vermogensbeheer N.V.	$29.2M	262,143	+4,464	ADD
94	GOODNOW INVESTMENT GROUP, LLC	$28.7M	257,371	+1,550	ADD
95	Lodge Hill Capital, LLC	$27.6M	247,930	−45,000	TRIM
96	STIFEL FINANCIAL CORP	$27.0M	242,468	−4,728	TRIM
97	STATE OF WISCONSIN INVESTMENT BOARD	$26.6M	238,854	+10,989	ADD
98	JANE STREET GROUP, LLC	$26.0M	233,778	+213,998	ADD
99	Zurich Insurance Group Ltd/FI	$25.7M	230,666	+145,615	ADD
100	Maestria Partners LLC	$25.5M	228,967	0	NO CHANGE
101	Chevy Chase Trust Holdings, LLC	$25.5M	228,754	−6,750	TRIM
102	Swedbank AB	$25.3M	226,767	−1,637	TRIM
103	LAKEWOOD CAPITAL MANAGEMENT, LP	$25.0M	224,197	+73,000	ADD
104	NATIONAL BANK OF CANADA /FI/	$24.4M	218,866	−42,069	TRIM
105	PRUDENTIAL FINANCIAL INC	$24.4M	218,974	−4,567	TRIM
106	Vanguard Investments Australia, Ltd.	$24.2M	216,760	—	NO PRIOR
107	Zurcher Kantonalbank (Zurich Cantonalbank)	$24.0M	215,201	+215,201	NEW
108	RDST Capital LLC	$23.4M	210,405	+30,875	ADD
109	APG Asset Management N.V.	$23.4M	241,835	+17,987	ADD
110	Universal- Beteiligungs- und Servicegesellschaft mbH	$22.6M	202,625	−12,284	TRIM
111	STOREBRAND ASSET MANAGEMENT AS	$22.5M	202,179	—	NO PRIOR
112	RENAISSANCE GROUP LLC	$22.4M	200,696	+4,529	ADD
113	Capital International, Inc./CA/	$22.3M	200,177	+16,059	ADD
114	STEPHENS INC /AR/	$22.0M	197,200	+1,559	ADD
115	TORONTO DOMINION BANK	$21.8M	196,018	−3,342	TRIM
116	FLPUTNAM INVESTMENT MANAGEMENT CO	$21.2M	190,416	−39,829	TRIM
117	PB INVESTMENT PARTNERS, L.P.	$21.1M	189,091	+25,365	ADD
118	Pictet Asset Management Holding SA	$20.9M	187,233	−10,596	TRIM
119	Asset Management One Co., Ltd.	$20.7M	185,889	−3,855	TRIM
120	CANADA PENSION PLAN INVESTMENT BOARD	$20.4M	183,432	+114,350	ADD
121	TD ASSET MANAGEMENT INC	$20.3M	182,534	+4,002	ADD
122	Walleye Capital LLC	$20.2M	181,701	+97,013	ADD
123	TODD ASSET MANAGEMENT LLC	$19.7M	176,427	−66,517	TRIM
124	Quantinno Capital Management LP	$19.7M	176,412	+50,188	ADD
125	Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD	$19.4M	174,471	+118,821	ADD
126	FACTORY MUTUAL INSURANCE CO	$19.4M	173,750	−23,650	TRIM
127	PICTON MAHONEY ASSET MANAGEMENT	$19.2M	172,486	+4,232	ADD
128	Summit Trail Advisors, LLC	$19.1M	171,740	+3,359	ADD
129	Enstar Group LTD	$18.7M	167,958	0	NO CHANGE
130	CREDIT AGRICOLE S A	$18.5M	166,092	+25,946	ADD
131	GATEWAY INVESTMENT ADVISERS LLC	$18.4M	165,007	+542	ADD
132	Mizuho Markets Cayman LP	$17.5M	157,189	+157,189	NEW
133	OSAIC HOLDINGS, INC.	$17.5M	179,406	+43,754	ADD
134	TRUIST FINANCIAL CORP	$17.4M	155,933	−55,541	TRIM
135	FEDERATED HERMES, INC.	$17.3M	154,843	−285,601	TRIM
136	State of New Jersey Common Pension Fund D	$16.6M	148,803	0	NO CHANGE
137	Cercano Management LLC	$16.4M	147,599	0	NO CHANGE
138	AQR CAPITAL MANAGEMENT LLC	$16.0M	143,541	+77,846	ADD
139	Lansforsakringar Fondforvaltning AB (publ)	$16.0M	143,299	−102	TRIM
140	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$15.8M	141,465	+60,300	ADD
141	Access Investment Management LLC	$15.8M	141,409	−1,403	TRIM
142	NOMURA HOLDINGS INC	$15.5M	138,827	−11,813	TRIM
143	Resona Asset Management Co.,Ltd.	$14.8M	132,725	+1,864	ADD
144	PUBLIC SECTOR PENSION INVESTMENT BOARD	$14.7M	132,196	+13,969	ADD
145	Alpine Global Management, LLC	$14.7M	131,955	+131,955	NEW
146	SOROS FUND MANAGEMENT LLC	$14.6M	131,351	+131,351	NEW
147	BNP Paribas Asset Management Holding S.A.	$14.5M	130,334	−159,475	TRIM
148	CIBC WORLD MARKET INC.	$14.4M	129,413	−7,658	TRIM
149	CastleKnight Management LP	$14.4M	129,200	+111,500	ADD
150	Tredje AP-fonden	$14.3M	128,489	+128,489	NEW
151	Czech National Bank	$14.1M	126,461	+4,023	ADD
152	MAI Capital Management	$14.0M	125,695	+10,580	ADD
153	SCOGGIN MANAGEMENT LP	$13.9M	125,000	+125,000	NEW
154	FULTON BREAKEFIELD BROENNIMAN LLC	$13.6M	122,236	−2,818	TRIM
155	STATE OF MICHIGAN RETIREMENT SYSTEM	$13.5M	121,300	−300	TRIM
156	Arizona State Retirement System	$13.3M	119,258	−3,731	TRIM
157	HighTower Advisors, LLC	$13.2M	118,193	−153,948	TRIM
158	TB Capital Gestao de Recursos Ltda.	$13.1M	117,384	+15,627	ADD
159	Cetera Investment Advisers	$12.9M	116,007	+19,668	ADD
160	Rafferty Asset Management, LLC	$12.9M	115,595	−29,697	TRIM
161	UMB Bank, n.a.	$12.7M	114,083	+2,631	ADD
162	CIBC Asset Management Inc	$12.7M	114,083	+1,560	ADD
163	ProShare Advisors LLC	$12.3M	110,128	−1,622	TRIM
164	BAMCO INC /NY/	$12.3M	110,119	−14,695	TRIM
165	Mirae Asset Global Investments Co., Ltd.	$12.2M	109,772	+10,856	ADD
166	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$12.1M	108,164	+156	ADD
167	XPONANCE LLC	$11.8M	105,807	+10,476	ADD
168	Varma Mutual Pension Insurance Co	$11.4M	102,301	0	NO CHANGE
169	IFM Investors Pty Ltd	$11.3M	101,026	+11,202	ADD
170	Retirement Systems of Alabama	$11.0M	98,607	−176	TRIM
171	Pinnacle Financial Partners, Inc.	$10.9M	97,987	+1,040	ADD
172	PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.	$10.9M	97,835	+14,196	ADD
173	HUB Investment Partners, LLC	$10.8M	97,161	−17,459	TRIM
174	RENAISSANCE TECHNOLOGIES LLC	$10.6M	94,889	+94,889	NEW
175	FIRST TRUST ADVISORS LP	$10.5M	94,231	−172,126	TRIM
176	BANK OF NOVA SCOTIA	$10.5M	94,083	−27,219	TRIM
177	FIFTH THIRD BANCORP	$10.4M	93,716	+75,766	ADD
178	CAPSTONE INVESTMENT ADVISORS, LLC	$10.3M	92,743	+75,095	ADD
179	CIBC Bancorp USA Inc.	$10.2M	91,192	—	NO PRIOR
180	Sanctuary Advisors, LLC	$10.1M	90,494	+10,172	ADD
181	SEI INVESTMENTS CO	$10.1M	90,230	−15,495	TRIM
182	Woodline Partners LP	$10.0M	89,813	+11,109	ADD
183	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$10.0M	89,792	+8,490	ADD
184	GROUP ONE TRADING LLC	$9.8M	88,087	−15,453	TRIM
185	SEB Asset Management AB	$9.6M	86,056	—	NO PRIOR
186	VOYA INVESTMENT MANAGEMENT LLC	$9.5M	85,244	+127	ADD
187	Joel Isaacson & Co., LLC	$8.8M	79,252	+20	ADD
188	NewEdge Wealth, LLC	$8.7M	78,327	+1,213	ADD
189	Daiwa Securities Group Inc.	$8.6M	76,843	+3,895	ADD
190	Great Lakes Retirement, Inc.	$8.4M	75,817	+5,259	ADD
191	Lalia Capital, LLC	$8.4M	75,000	+75,000	NEW
192	Allianz Asset Management GmbH	$8.3M	74,792	+51,614	ADD
193	Sequoia Financial Advisors, LLC	$8.2M	73,615	−4,151	TRIM
194	Jackson Hole Capital Partners, LLC	$7.8M	70,314	+560	ADD
195	Creative Planning	$7.8M	70,196	−4,780	TRIM
196	USS Investment Management Ltd	$7.7M	69,514	+2,559	ADD
197	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$7.6M	68,626	+1,471	ADD
198	Korea Investment CORP	$7.6M	68,396	−51,427	TRIM
199	Utah Retirement Systems	$7.6M	68,072	−56	TRIM
200	Assenagon Asset Management S.A.	$7.5M	66,923	+54,486	ADD
201	NEOS Investment Management LLC	$7.4M	66,739	+3,231	ADD
202	GUGGENHEIM CAPITAL LLC	$7.4M	66,586	+11,250	ADD
203	Rakuten Investment Management, Inc.	$7.4M	67,464	+7,576	ADD
204	Kingsview Wealth Management, LLC	$7.2M	64,922	+61,604	ADD
205	SMITHBRIDGE ASSET MANAGEMENT INC/DE	$7.2M	64,910	−68,655	TRIM
206	Platform Technology Partners	$7.2M	64,877	+2,455	ADD
207	Eurizon Capital SGR S.p.A.	$7.2M	64,307	−1,269	TRIM
208	SIH Partners, LLLP	$6.9M	62,148	+62,148	NEW
209	Northside Capital Management, LLC	$6.9M	61,598	−4,307	TRIM
210	Northern Right Capital Management, L.P.	$6.8M	61,339	−70,756	TRIM
211	Swiss Life Asset Management Ltd	$6.8M	60,895	+11,700	ADD
212	ArrowMark Colorado Holdings LLC	$6.8M	60,707	+153	ADD
213	Alberta Investment Management Corp	$6.7M	60,400	+49,400	ADD
214	FIRST MANHATTAN CO. LLC.	$6.7M	60,029	+3,927	ADD
215	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$6.7M	59,993	−17,273	TRIM
216	Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD	$6.6M	59,129	+40,279	ADD
217	IEQ CAPITAL, LLC	$6.6M	58,889	−3,630	TRIM
218	Sumitomo Mitsui DS Asset Management Company, Ltd	$6.5M	58,580	+714	ADD
219	Segment Wealth Management, LLC	$6.5M	58,111	−104,591	TRIM
220	Atom Investors LP	$6.4M	57,193	−44,660	TRIM
221	Wealthfront Advisers LLC	$6.3M	56,326	+9,513	ADD
222	NISSAY ASSET MANAGEMENT CORP /JAPAN	$6.2M	55,779	+691	ADD
223	Chicago Partners Investment Group LLC	$6.2M	47,908	+1,089	ADD
224	Diversified Trust Co	$6.1M	54,644	+12,135	ADD
225	Holocene Advisors, LP	$6.1M	54,580	+54,580	NEW
226	BW Gestao de Investimentos Ltda.	$6.0M	53,772	+53,772	NEW
227	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$5.9M	53,225	+53,225	NEW
228	Third View Private Wealth, LLC	$5.9M	52,914	+25,943	ADD
229	Verdence Capital Advisors LLC	$5.8M	52,220	−1,305	TRIM
230	OPPENHEIMER & CO INC	$5.8M	51,618	−4,231	TRIM
231	MACKENZIE FINANCIAL CORP	$5.7M	50,938	+4,673	ADD
232	Clark Capital Management Group, Inc.	$5.6M	50,260	+4,327	ADD
233	Fortis Capital Management LLC	$5.5M	49,641	+49,641	NEW
234	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$5.5M	49,392	−470	TRIM
235	US BANCORP \DE\	$5.4M	48,208	−581	TRIM
236	YOUSIF CAPITAL MANAGEMENT, LLC	$5.3M	47,414	−1,469	TRIM
237	EAGLE ROCK INVESTMENT COMPANY, LLC	$5.2M	46,349	−10	TRIM
238	MERCER GLOBAL ADVISORS INC /ADV	$5.1M	45,611	−14,031	TRIM
239	Pathstone Holdings, LLC	$5.1M	45,524	+8,141	ADD
240	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$5.0M	44,642	+284	ADD
241	OP Asset Management Ltd	$5.0M	44,462	—	NO PRIOR
242	NORDEA INVESTMENT MANAGEMENT AB	$4.9M	44,880	+1,765	ADD
243	Ethic Inc.	$4.8M	42,785	−6,101	TRIM
244	Groupe la Francaise	$4.7M	42,536	+3,228	ADD
245	Elo Mutual Pension Insurance Co	$4.7M	42,492	−3,445	TRIM
246	UniSuper Management Pty Ltd	$4.7M	41,856	+3,444	ADD
247	M&G Plc	$4.6M	41,750	+5,250	ADD
248	Bulltick Wealth Management, LLC	$4.6M	41,585	+41,585	NEW
249	Candriam S.C.A.	$4.6M	41,151	+2,499	ADD
250	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$4.6M	41,002	−8,048	TRIM
251	Empowered Funds, LLC	$4.5M	40,811	+14,749	ADD
252	Steward Partners Investment Advisory, LLC	$4.5M	40,770	−3,457	TRIM
253	MACQUARIE GROUP LTD	$4.5M	40,551	−28,307	TRIM
254	Stelac Advisory Services LLC	$4.5M	40,277	−551	TRIM
255	Bayview Asset Management, LLC	$4.5M	40,000	+22,000	ADD
256	Interval Partners, LP	$4.4M	39,862	+39,862	NEW
257	Knollwood Investment Advisory, LLC	$4.4M	39,200	0	NO CHANGE
258	Vanguard Personalized Indexing Management, LLC	$4.2M	38,125	−3,464	TRIM
259	OMERS ADMINISTRATION Corp	$4.2M	37,876	+7,539	ADD
260	OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC	$4.2M	37,339	+7,667	ADD
261	&PARTNERS	$4.1M	37,145	+389	ADD
262	Jefferies Financial Group Inc.	$4.1M	37,172	+13,115	ADD
263	PEAK6 LLC	$4.0M	35,829	+35,829	NEW
264	Composition Wealth, LLC	$3.9M	35,439	+14,452	ADD
265	WINTON GROUP Ltd	$3.9M	35,333	−10,254	TRIM
266	COMMONWEALTH EQUITY SERVICES, LLC	$3.9M	35,289	−2,585	TRIM
267	Cannell & Spears LLC	$3.9M	34,995	−17	TRIM
268	Coastal Bridge Advisors, LLC	$3.8M	34,480	−771	TRIM
269	Samjo Management, LLC	$3.8M	34,360	−50	TRIM
270	Wealthcare Advisory Partners LLC	$3.8M	34,087	+70	ADD
271	QRG CAPITAL MANAGEMENT, INC.	$3.8M	33,903	+1,395	ADD
272	Advisors Asset Management, Inc.	$3.7M	33,411	+3,614	ADD
273	IMC-Chicago, LLC	$3.7M	33,197	+6,825	ADD
274	Tidal Investments LLC	$3.7M	32,831	+18,050	ADD
275	SCHWARTZ INVESTMENT COUNSEL INC	$3.6M	32,593	+1,148	ADD
276	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$3.6M	33,749	+17,510	ADD
277	LEVIN CAPITAL STRATEGIES, L.P.	$3.6M	32,264	−1,150	TRIM
278	Avanza Fonder AB	$3.6M	32,183	0	NO CHANGE
279	Osmosis Investment Management UK Ltd	$3.6M	31,933	+18,472	ADD
280	SCHRODER INVESTMENT MANAGEMENT GROUP	$3.6M	32,288	+597	ADD
281	Capital International Sarl	$3.5M	31,689	+15,478	ADD
282	Bleakley Financial Group, LLC	$3.5M	31,687	−424	TRIM
283	Federation des caisses Desjardins du Quebec	$3.5M	31,539	+639	ADD
284	Baird Financial Group, Inc.	$3.5M	31,204	+31,204	NEW
285	Investment Management Corp of Ontario	$3.5M	31,185	−6,452	TRIM
286	ExodusPoint Capital Management, LP	$3.4M	30,535	+30,535	NEW
287	Concurrent Investment Advisors, LLC	$3.4M	30,106	+1,317	ADD
288	Collar Capital Management, LLC	$3.4M	30,073	+30,073	NEW
289	INFRASTRUCTURE CAPITAL ADVISORS, LLC	$3.3M	29,938	+5,720	ADD
290	MEITAV INVESTMENT HOUSE LTD	$3.3M	29,931	+9,117	ADD
291	Norinchukin Bank, The	$3.3M	29,716	+150	ADD
292	EP Wealth Advisors, LLC	$3.2M	28,513	−1,879	TRIM
293	LAZARD ASSET MANAGEMENT LLC	$3.2M	28,341	+5,510	ADD
294	Kestra Advisory Services, LLC	$3.2M	28,295	−12,312	TRIM
295	MIZUHO SECURITIES USA LLC	$3.1M	28,071	−5,739	TRIM
296	Checchi Capital Advisers, LLC	$3.1M	27,872	−2,196	TRIM
297	Illinois Municipal Retirement Fund	$3.1M	27,596	−226	TRIM
298	Brevan Howard Capital Management LP	$3.1M	27,385	+27,385	NEW
299	FIRST NATIONAL TRUST CO	$3.0M	26,605	−42	TRIM
300	Turn8 Private Wealth Inc.	$2.9M	26,335	+1,890	ADD
301	Carmel Capital Partners, LLC	$2.9M	26,056	+2,248	ADD
302	MMBG INVESTMENT ADVISORS CO.	$2.9M	26,009	−2,200	TRIM
303	Nippon Life Global Investors Americas, Inc.	$2.9M	25,590	−57,020	TRIM
304	BASSWOOD CAPITAL MANAGEMENT, L.L.C.	$2.8M	25,343	−177,175	TRIM
305	GLENMEDE TRUST CO NA	$2.8M	25,302	−1,076	TRIM
306	TD Waterhouse Canada Inc.	$2.8M	25,476	+15,014	ADD
307	RBF Capital, LLC	$2.8M	24,990	−24,990	TRIM
308	UDINE WEALTH MANAGEMENT, INC.	$2.8M	24,854	+24,854	NEW
309	Meiji Yasuda Asset Management Co Ltd.	$2.7M	23,845	−510	TRIM
310	Accuvest Global Advisors	$2.7M	23,841	−1,440	TRIM
311	Atria Investments, Inc	$2.6M	23,746	+2,675	ADD
312	D.A. DAVIDSON & CO.	$2.6M	23,532	+5,159	ADD
313	FOUNDERS FINANCIAL SECURITIES LLC	$2.6M	24,422	+9,861	ADD
314	BBR PARTNERS, LLC	$2.6M	23,401	−1,454	TRIM
315	SIGMA INVESTMENT COUNSELORS INC	$2.6M	23,200	+4,098	ADD
316	SANDERS MORRIS HARRIS LLC	$2.4M	21,912	+21,912	NEW
317	Forum Financial Management, LP	$2.4M	21,903	+16,086	ADD
318	J. Goldman & Co LP	$2.4M	21,718	+21,718	NEW
319	Wealthspire Advisors, LLC	$2.4M	21,475	−2,412	TRIM
320	Maryland State Retirement & Pension System	$2.4M	21,446	+1,105	ADD
321	Generali Asset Management SPA SGR	$2.4M	21,343	+12,020	ADD
322	Purus Wealth Management, LLC	$2.4M	21,305	−3,080	TRIM
323	Obermeyer Wealth Partners	$2.4M	21,204	−7,525	TRIM
324	OPPENHEIMER ASSET MANAGEMENT INC.	$2.3M	20,806	+7,846	ADD
325	ABN AMRO INVESTMENT SOLUTIONS	$2.3M	20,714	+1,062	ADD
326	CHOREO, LLC	$2.3M	20,509	+298	ADD
327	Vontobel Holding Ltd.	$2.3M	20,263	+7,906	ADD
328	CI INVESTMENTS INC.	$2.2M	20,120	−3,082	TRIM
329	Financiere des Professionnels - Fonds d'investissement inc.	$2.2M	20,107	+20,107	NEW
330	BOCHK Asset Management Ltd	$2.2M	20,000	+20,000	NEW
331	MML INVESTORS SERVICES, LLC	$2.2M	19,932	+962	ADD
332	Allspring Global Investments Holdings, LLC	$2.2M	20,093	−722	TRIM
333	SCOTIA CAPITAL INC.	$2.2M	19,811	+1,049	ADD
334	TOKIO MARINE ASSET MANAGEMENT CO LTD	$2.2M	19,754	+697	ADD
335	DIMENSION CAPITAL MANAGEMENT LLC	$2.2M	19,740	+5,633	ADD
336	GRAHAM CAPITAL WEALTH MANAGEMENT, LLC	$2.2M	19,611	+19,611	NEW
337	ALPS ADVISORS INC	$2.2M	19,530	0	NO CHANGE
338	MUFG Securities EMEA plc	$2.1M	19,036	0	NO CHANGE
339	DOLIVER ADVISORS, LP	$2.1M	18,596	+184	ADD
340	Prospera Financial Services Inc	$2.1M	18,538	+1,335	ADD
341	Beirne Wealth Consulting Services, LLC	$2.1M	18,543	−1	TRIM
342	Metis Global Partners, LLC	$2.0M	18,090	−1,687	TRIM
343	Leonteq Securities AG	$2.0M	18,061	+2,784	ADD
344	NewEdge Advisors, LLC	$2.0M	18,004	+18,004	NEW
345	Waverly Advisors, LLC	$2.0M	17,859	+13,939	ADD
346	Rehmann Capital Advisory Group	$1.9M	17,404	+12	ADD
347	Biltmore Family Office, LLC	$1.9M	17,005	0	NO CHANGE
348	BENJAMIN EDWARDS INC	$1.9M	16,764	−237	TRIM
349	Siemens Fonds Invest GmbH	$1.8M	16,596	−1	TRIM
350	Farringdon Capital, Ltd.	$1.8M	16,407	+6,421	ADD
351	Hennion & Walsh Asset Management, Inc.	$1.8M	15,997	+714	ADD
352	Apollon Wealth Management, LLC	$1.8M	15,990	−12,844	TRIM
353	Harbor Advisors LLC	$1.8M	15,947	0	NO CHANGE
354	Crossmark Global Holdings, Inc.	$1.8M	15,887	—	NO PRIOR
355	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$1.8M	15,848	+1,563	ADD
356	Equitable Holdings, Inc.	$1.8M	12,279	+3,543	ADD
357	PINNACLE ASSOCIATES LTD	$1.7M	15,639	−3,567	TRIM
358	Register Financial Advisors LLC	$1.7M	15,550	−265	TRIM
359	Vident Advisory, LLC	$1.7M	15,534	+5,028	ADD
360	Cresset Asset Management, LLC	$1.7M	15,299	+1,955	ADD
361	Beacon Pointe Advisors, LLC	$1.7M	15,085	+3,346	ADD
362	COMMERCE BANK	$1.7M	15,003	−7,942	TRIM
363	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$1.7M	14,858	+22	ADD
364	MidFirst Bank	$1.7M	14,833	+20	ADD
365	InTrack Investment Management Inc	$1.6M	14,702	−1,338	TRIM
366	M&T BANK CORP	$1.6M	14,678	−1,134	TRIM
367	Marble Wealth, LLC	$1.6M	14,026	−1,627	TRIM
368	CWM, LLC	$1.5M	13,787	+3,760	ADD
369	Vestmark Advisory Solutions, Inc.	$1.5M	13,525	+2,365	ADD
370	Stablepoint Partners, LLC	$1.5M	13,285	−150	TRIM
371	Clear Trail Advisors, LLC	$1.5M	13,213	0	NO CHANGE
372	TWO SIGMA INVESTMENTS, LP	$1.5M	13,187	−10,000	TRIM
373	1832 Asset Management L.P.	$1.5M	13,165	+10,430	ADD
374	INTECH INVESTMENT MANAGEMENT LLC	$1.5M	13,148	+2,985	ADD
375	U.S. Capital Wealth Advisors, LLC	$1.4M	13,010	+871	ADD
376	CORSAIR CAPITAL MANAGEMENT, L.P.	$1.4M	12,832	−4,000	TRIM
377	Brooklyn Investment Group	$1.4M	12,811	+185	ADD
378	WESTWOOD HOLDINGS GROUP INC	$1.4M	12,781	−8,533	TRIM
379	ANCHOR CAPITAL ADVISORS LLC	$1.4M	12,662	−4,367	TRIM
380	SECURIAN ASSET MANAGEMENT, INC	$1.4M	12,526	−100	TRIM
381	Lombard Odier Asset Management (Switzerland) SA	$1.4M	12,492	+1,800	ADD
382	Dai-ichi Life Insurance Company, Ltd	$1.4M	12,365	−3,201	TRIM
383	YHB Investment Advisors, Inc.	$1.4M	12,357	+318	ADD
384	Squarepoint Ops LLC	$1.4M	12,343	−31	TRIM
385	HB Wealth Management, LLC	$1.3M	12,069	−962	TRIM
386	North Dakota State Investment Board	$1.3M	11,943	−2,152	TRIM
387	PRUDENTIAL PLC	$1.3M	11,875	+5,373	ADD
388	EDMOND DE ROTHSCHILD HOLDING S.A.	$1.3M	11,858	−1,575	TRIM
389	Private Advisor Group, LLC	$1.3M	11,803	−1,597	TRIM
390	Lido Advisors, LLC	$1.3M	11,783	−4,571	TRIM
391	Samalin Investment Counsel, LLC	$1.3M	11,774	+28	ADD
392	BALDWIN WEALTH PARTNERS LLC/MA	$1.3M	11,680	−1,500	TRIM
393	Moors & Cabot, Inc.	$1.3M	11,286	−2,325	TRIM
394	WCG Wealth Advisors LLC	$1.2M	11,110	−4,368	TRIM
395	Robeco Institutional Asset Management B.V.	$1.2M	11,041	−885	TRIM
396	SFMG, LLC	$1.2M	10,998	−150	TRIM
397	Shulman DeMeo Asset Management LLC	$1.2M	10,910	+10,910	NEW
398	FIRST BUSINESS FINANCIAL SERVICES, INC.	$1.2M	10,902	+2,266	ADD
399	BAKER TILLY WEALTH MANAGEMENT, LLC	$1.2M	10,877	+5,230	ADD
400	CAISSE DES DEPOTS ET CONSIGNATIONS	$1.2M	10,437	0	NO CHANGE
401	Y-Intercept (Hong Kong) Ltd	$1.1M	10,082	+10,082	NEW
402	Caprock Group, LLC	$1.1M	10,034	−1,764	TRIM
403	Fort Sheridan Advisors LLC	$1.1M	10,029	+526	ADD
404	Graham Capital Management, L.P.	$1.1M	10,000	+10,000	NEW
405	EVERGREEN CAPITAL MANAGEMENT LLC	$1.1M	9,913	+6,085	ADD
406	Aquatic Capital Management LLC	$1.1M	9,865	+6,198	ADD
407	DAVENPORT & Co LLC	$1.1M	9,836	−25,373	TRIM
408	MITCHELL & PAHL PRIVATE WEALTH, LLC	$1.0M	9,390	−163	TRIM
409	OFI INVEST ASSET MANAGEMENT	$1.0M	10,700	+576	ADD
410	TEMA ETFS LLC	$1.0M	9,205	+386	ADD
411	Genesee Capital Advisors, LLC	$1.0M	9,191	−3,745	TRIM
412	Snowden Capital Advisors LLC	$1.0M	9,158	+2,007	ADD
413	Orion Porfolio Solutions, LLC	$997K	8,950	−1,235	TRIM
414	SIGNATUREFD, LLC	$997K	8,947	−1,440	TRIM
415	Banque Cantonale Vaudoise	$995K	8,936	−1,358	TRIM
416	Meeder Advisory Services, Inc.	$979K	8,786	−633	TRIM
417	Vise Technologies, Inc.	$976K	6,742	0	NO CHANGE
418	Laird Norton Wetherby Trust Company, LLC	$952K	8,540	−705	TRIM
419	FORMULA GROWTH LTD	$947K	8,500	+8,500	NEW
420	World Investment Advisors	$947K	8,496	+284	ADD
421	Numerai GP LLC	$945K	8,480	+8,480	NEW
422	BEACON INVESTMENT ADVISORY SERVICES, INC.	$933K	8,377	−50,047	TRIM
423	INDEPENDENT FINANCIAL GROUP, LLC	$928K	8,331	—	NO PRIOR
424	Waterfront Wealth Inc.	$898K	8,058	+415	ADD
425	Richard W. Paul & Associates, LLC	$897K	8,050	+466	ADD
426	Stratos Wealth Partners, LTD.	$896K	8,037	+2,145	ADD
427	Clear Harbor Asset Management, LLC	$890K	7,987	+145	ADD
428	J.W. COLE ADVISORS, INC.	$883K	7,924	−5,297	TRIM
429	BECK CAPITAL MANAGEMENT, LLC	$883K	7,923	+7,923	NEW
430	Winthrop Partners - WNY, LLC	$882K	7,913	+31	ADD
431	ATX Financial Planning, LLC	$880K	7,894	−162	TRIM
432	BRAVE ASSET MANAGEMENT INC	$867K	7,778	0	NO CHANGE
433	Polymer Capital Management (US) LLC	$856K	7,683	+7,683	NEW
434	Blackhawk Capital Partners, LLC	$852K	7,648	+14	ADD
435	BLAIR WILLIAM & CO/IL	$847K	7,598	−6,734	TRIM
436	Performance Wealth Partners, LLC	$845K	7,586	+16	ADD
437	Red Door Wealth Management, LLC	$843K	7,564	+50	ADD
438	MGO ONE SEVEN LLC	$828K	7,432	+1,406	ADD
439	Odyssey Capital Advisors, Inc.	$827K	7,425	+1,350	ADD
440	ISLAY CAPITAL MANAGEMENT, LLC	$822K	7,374	−2,678	TRIM
441	Caption Management, LLC	$808K	7,250	+7,250	NEW
442	EFG International AG	$806K	7,231	−804	TRIM
443	J. Safra Sarasin Holding AG	$780K	7,000	0	NO CHANGE
444	Longaeva Partners L.P.	$780K	6,999	+6,999	NEW
445	ELEVATION POINT WEALTH PARTNERS, LLC	$773K	6,942	+4,342	ADD
446	Visionary Wealth Advisors	$773K	6,940	+1,361	ADD
447	MCDONALD PARTNERS LLC	$766K	6,873	−63	TRIM
448	INTACT INVESTMENT MANAGEMENT INC.	$758K	6,800	−900	TRIM
449	LEVEL FOUR ADVISORY SERVICES, LLC	$757K	6,791	+441	ADD
450	GC Wealth Management RIA, LLC	$756K	6,785	−307	TRIM
451	Chicago Capital, LLC	$753K	6,761	−477	TRIM
452	OSSIAM	$752K	6,753	+4,953	ADD
453	Fideuram Asset Management (Ireland) dac	$752K	6,903	+2,126	ADD
454	MILLENNIUM MANAGEMENT LLC	$750K	6,730	−8,667	TRIM
455	Pure Financial Advisors, LLC	$748K	6,717	+6,717	NEW
456	TBH Global Asset Management, LLC	$747K	6,701	−39	TRIM
457	HOHIMER WEALTH MANAGEMENT, LLC	$741K	6,647	−1,113	TRIM
458	FULTON BANK, N.A.	$736K	6,605	−207	TRIM
459	Northwest & Ethical Investments L.P.	$735K	6,931	0	NO CHANGE
460	GRANITE ISLANDS PRIVATE WEALTH, LLC	$727K	6,555	+60	ADD
461	New England Research & Management, Inc.	$724K	6,500	+6,500	NEW
462	Westover Capital Advisors, LLC	$720K	6,465	+1,271	ADD
463	GUYASUTA INVESTMENT ADVISORS INC	$718K	6,440	0	NO CHANGE
464	OLD NATIONAL BANCORP /IN/	$717K	6,431	+452	ADD
465	PRINCIPAL SECURITIES, INC.	$711K	6,380	+2,671	ADD
466	Titan Investment Management LLC	$704K	6,319	+6,319	NEW
467	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$701K	6,291	+6,291	NEW
468	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	$699K	6,275	−116	TRIM
469	Linden Thomas Advisory Services, LLC	$679K	6,096	+592	ADD
470	LVW Advisors, LLC	$676K	6,067	+4,302	ADD
471	Mutual Advisors, LLC	$673K	6,040	+787	ADD
472	B. Riley Wealth Advisors, Inc.	$672K	6,116	−295	TRIM
473	Athena Wealth Management, LLC	$669K	6,008	—	NO PRIOR
474	Ponta Wealth Partners, LLC	$663K	5,951	+28	ADD
475	Texas Yale Capital Corp.	$656K	5,886	−647	TRIM
476	Merrion Investment Management Co, LLC	$652K	5,850	−1,000	TRIM
477	Fiduciary Group, LLC	$648K	5,812	0	NO CHANGE
478	PFG Investments, LLC	$646K	5,801	−1,233	TRIM
479	CCG WEALTH MANAGEMENT, LLC	$645K	5,793	+2,398	ADD
480	CAPITAL ADVISORS INC/OK	$643K	5,767	+1,149	ADD
481	Procyon Advisors, LLC	$631K	5,666	+235	ADD
482	Elser Financial Planning, Inc	$617K	4,910	+4,910	NEW
483	Plan Group Financial, LLC	$614K	5,512	−162	TRIM
484	Indivisible Partners	$614K	5,506	+1,154	ADD
485	Arax Advisory Partners	$609K	5,466	+841	ADD
486	180 WEALTH ADVISORS, LLC	$606K	5,440	+1,978	ADD
487	COLDSTREAM CAPITAL MANAGEMENT INC	$597K	5,354	−549	TRIM
488	Cooper Financial Group	$586K	5,256	−487	TRIM
489	Chesley Taft & Associates LLC	$584K	5,239	+694	ADD
490	Meiji Yasuda Life Insurance Co	$580K	5,210	+2,810	ADD
491	Invariant Investment Management	$577K	5,391	+843	ADD
492	Wedmont Private Capital	$575K	5,374	−394	TRIM
493	Harfst & Associates, Inc.	$571K	5,128	−6,552	TRIM
494	INSIGNEO ADVISORY SERVICES, LLC	$568K	5,099	+616	ADD
495	FINANCIAL MANAGEMENT NETWORK INC	$567K	5,301	−2,148	TRIM
496	PROFUND ADVISORS LLC	$565K	5,072	−854	TRIM
497	SeaCrest Wealth Management, LLC	$565K	5,072	−13	TRIM
498	Dynamic Advisor Solutions LLC	$565K	5,070	−143	TRIM
499	Fort Point Capital Partners LLC	$563K	5,056	+5,056	NEW
500	Westmount Partners, LLC	$557K	5,000	0	NO CHANGE

Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · APO

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers: 1 Alan Armstrong R–OK $1K–$15K
Sellers: 0 — —

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding: 3 Moore Capital Management, Soros Fund Management, Bridgewater Associates $74.2M held
Trimming: 2 Tiger Global Management, Gotham Asset Management $397M held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · APOLLO GLOBAL MGMT INC

Merged timeline of congressional filings and notable-manager moves on APO
Date	Who	Change	Size
2026-07-21	Alan Armstrong Congress	BUY	$1K–$15K
2026-05-15	Moore Capital Management 13F	ADD	+480,000 sh
2026-05-15	Soros Fund Management 13F	NEW	+131,351 sh
2026-05-15	Bridgewater Associates 13F	NEW	+4,513 sh
2026-05-15	Tiger Global Management 13F	TRIM	−2,916,162 sh
2026-05-15	Gotham Asset Management 13F	TRIM	−1,548 sh

6 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

8 members of Congress disclosed APO — the congressional view ↗

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).