Apollo Global Management, Inc. (APO) shareholders
APONYSEInvestment AdviceFiscal year ends December 31Also trades as APOS
Financials through Q3 FY2026, quarter ended Sep 30, 2026Last filing: 10-Q on Nov 5, 2026Score 8/304% above fair value
$121.35−1.60 (-1.30%)
Close on Nov 12, 2026Market cap $71.66BP/E –Yield 1.64%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
388M
Shares held, 13F filers
Institutional holders
1,173
148 new, 90 sold out
Net institutional buying
1M
In Q2 2026
Insider trades, 12 months
0 buys · 9 sales
Net sold $10.62M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Black, Leon D | 38,996,048 | 6.80% | 13D (active) amendment | Jul 18, 2025 |
| Rowan Marc J | 34,332,816 | 6.00% | 13D (active) amendment | Apr 14, 2025 |
| Joshua Harris Joint filing with MJH Partners II LLC (5.80%) | 34,313,690 | 5.90% | 13D (active) amendment | Dec 11, 2025 |
| Vanguard Capital Management | 32,656,644 | 5.64% | 13G (passive) | Mar 31, 2026 |
| Socrates Trust | 32,643,280 | 5.80% | 13D (active) amendment | Feb 16, 2024 |
| Abigail P. Johnson Joint filing with FMR LLC (5.30%) | 30,952,887 | 5.30% | 13G (passive) | Dec 31, 2025 |
| Capital World Investors | 28,434,037 | 5.00% | 13G (passive) amendment | Sep 30, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of APO | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 33,224,455 | – | $3.93B | −1,317,482 | 0.06% |
| Vanguard Capital Management LLC | 28,196,855 | – | $3.34B | +17,628 | 0.07% |
| FMR LLC | 24,220,604 | – | $2.87B | +2,244,146 | 0.12% |
| Capital Research Global Investors | 23,972,610 | – | $2.84B | −2,209,862 | 0.40% |
| State Street Corp | 19,878,764 | – | $2.35B | +260,464 | 0.07% |
| Capital World Investors | 18,279,251 | – | $2.16B | −628,311 | 0.26% |
| Vanguard Portfolio Management LLC | 14,538,875 | – | $1.72B | −555,211 | 0.08% |
| Franklin Resources Inc | 10,456,470 | – | $1.24B | +579,111 | 0.27% |
| Geode Capital Management, LLC | 10,396,296 | – | $1.22B | −102,159 | 0.07% |
| National Philanthropic Trust | 9,138,579 | – | $1.08B | +133,266 | 15.63% |
| Morgan Stanley | 8,937,664 | – | $1.06B | +107,818 | 0.06% |
| Norges Bank | 7,323,927 | – | $866.49M | New | 0.09% |
| Bank Of America Corp /De/ | 6,911,799 | – | $817.73M | +2,954,496 | 0.05% |
| UBS Group AG | 5,974,406 | – | $706.83M | −466,517 | 0.09% |
| UBS Asset Management Americas Inc | 5,657,781 | – | $669.37M | +234,517 | 0.12% |
| Clearbridge Investments, LLC | 5,155,005 | – | $609.89M | −23,666 | 0.50% |
| Northern Trust Corp | 4,870,509 | – | $576.23M | +640,492 | 0.07% |
| Goldman Sachs Group Inc | 4,817,138 | – | $569.92M | +687,882 | 0.05% |
| Mariner, LLC | 4,681,672 | – | $538.75M | +35,698 | 0.57% |
| JPMorgan Chase & Co | 4,502,365 | – | $517.01M | −4,274,932 | 0.03% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|
| Q2 2026 | 1,173 | 388M | 148 / 499 | 374 / 90 | 32M | 31M |
| Q1 2026 | 1,132 | 388M | 125 / 471 | 410 / 185 | 91M | 44M |
| Q4 2025 | 1,204 | 389M | 184 / 484 | 373 / 96 | 37M | 32M |
| Q3 2025 | 1,133 | 384M | 128 / 503 | 336 / 114 | 44M | 29M |
| Q2 2025 | 1,135 | 370M | 145 / 491 | 359 / 90 | 21M | 24M |
| Q1 2025 | 1,093 | 373M | 135 / 480 | 339 / 141 | 32M | 29M |
| Q4 2024 | 1,119 | 374M | 260 / 402 | 316 / 65 | 66M | 36M |
| Q3 2024 | 946 | 346M | 105 / 337 | 346 / 82 | 46M | 28M |
| Q2 2024 | 936 | 353M | 120 / 350 | 294 / 64 | 27M | 32M |
| Q1 2024 | 888 | 358M | 130 / 341 | 269 / 70 | 40M | 22M |
| Q4 2023 | 839 | 346M | 149 / 291 | 262 / 53 | 50M | 21M |
| Q3 2023 | 753 | 318M | 118 / 261 | 245 / 45 | 22M | 21M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
699 funds held APO in Q2 2026, 40% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| Fund | Shares | % of APO | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 12,812,862 | – | $1.52B | 0.07% | Jun 30, 2026 |
| Vanguard 500 Index Fund | 11,951,682 | – | $1.41B | 0.08% | Jun 30, 2026 |
| Growth Fund of America | 9,435,852 | – | $1.21B | 0.34% | May 31, 2026 |
| Washington Mutual Investors Fund | 7,444,278 | – | $934.93M | 0.43% | Jul 31, 2026 |
| iShares Core S&P 500 ETF | 6,344,038 | – | $750.56M | 0.08% | Jun 30, 2026 |
| Investment Co of America | 6,029,456 | – | $713.34M | 0.39% | Jun 30, 2026 |
| Fidelity 500 Index Fund | 5,942,147 | – | $764.81M | 0.09% | May 31, 2026 |
| American Balanced Fund | 5,447,190 | – | $644.46M | 0.22% | Jun 30, 2026 |
| Vanguard Mid-Cap Index Fund | 4,372,165 | – | $517.27M | 0.23% | Jun 30, 2026 |
| American Funds Fundamental Investors | 3,970,794 | – | $469.78M | 0.26% | Jun 30, 2026 |
| Putnam Large Cap Value Fund | 3,843,177 | – | $482.66M | 0.87% | Jul 31, 2026 |
| State Street(R) Financial Select Sector SPDR(R) ETF | 3,119,424 | – | $369.06M | 0.72% | Jun 30, 2026 |
| Capital Group Dividend Value ETF | 2,960,487 | – | $381.04M | 1.08% | May 31, 2026 |
| Fidelity Advisor Growth Opportunities Fund | 2,779,800 | – | $357.79M | 1.01% | May 31, 2026 |
| Capital Income Builder | 2,623,376 | – | $329.47M | 0.25% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | Latest filing |
|---|---|---|---|
| James Richard Belardi | See Remarks, Director | 5,891,816 | Sep 14, 2026 |
| Scott Kleinman | Co-President (See Remarks), Director | 7,683,204 | May 29, 2026 |
| Marc J. Rowan | Chief Executive Officer and, Director | 1,555,062 | May 11, 2026 |
| James C. Zelter | President, Director | 6,842,860 | Feb 20, 2026 |
| Whitney Chatterjee | Chief Legal Officer | 129,151 | Nov 6, 2026 |
| Martin Kelly | Chief Financial Officer | 424,568 | Aug 17, 2026 |
| John P. Zito | Co-President (see Remarks) | 3,063,696 | May 28, 2026 |
| Grant Kvalheim | CEO of Athene Holding Ltd. | 2,171,518 | Feb 18, 2026 |
| Kristiane Elaine Kinahan | Chief Acct. Off. | 17,374 | Feb 12, 2026 |
| Louis-Jacques Tanguy | Chief Acct. Off. & Controller | 27,055 | Feb 14, 2025 |
| Mitra O'Neill | Director | 36,204 | Jul 6, 2026 |
| Pamela J. Joyner | Director | 16,524 | Jul 6, 2026 |
| Patrick Toomey | Director | 11,380 | Jul 6, 2026 |
| Gary D. Cohn | Director | 7,139 | Jul 6, 2026 |
| Brian Leach | Director | 43,505 | Jul 6, 2026 |
| Jessica M. Bibliowicz | Director | 17,635 | Jul 6, 2026 |
| Kerry Murphy Healey | Director | 22,294 | Jul 6, 2026 |
| Marc A. Beilinson | Director | 115,296 | Jul 6, 2026 |
| Lynn C. Swann | Director | 20,051 | Jul 6, 2026 |
| Pauline Richards | Director | 87,850 | Jul 2, 2025 |
| David Simon | Director | 13,263 | Jul 2, 2025 |
| A. B. Krongard | Director | 443,712 | May 7, 2025 |
| 2025 Llc Ldb | – | 3,000,000 | Aug 14, 2026 |
| Leon D. Black | – | 88,691,001 | Aug 11, 2026 |
| 2014 Llc Ldb | – | 3,647,120 | Aug 11, 2026 |
| C. Llc Ldb | – | 3,000,000 | Feb 6, 2026 |
| Joshua Harris | – | 72,704,048 | Dec 15, 2025 |
| Partners II LLC MJH | – | 34,786,690 | Dec 15, 2025 |
| Trust Socrates | – | 29,629,251 | Dec 3, 2025 |
| Trust Mallory | – | 974,000 | Nov 26, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Whitney Chatterjee Chief Legal Officer | Nov 4, 2026 | Sale | −7,000 | $117.64 | $823.47K | 129,151 |
| Whitney Chatterjee Chief Legal Officer | Nov 4, 2026 | Sale | −339 | $121.80 | $41.29K | 136,151 |
| James Richard Belardi See Remarks, Director | Sep 10, 2026 | Gift | −38,605 | – | – | 37,708 |
| Martin Kelly Chief Financial Officer | Aug 14, 2026 | Gift | −1,534 | – | – | 399,533 |
| Martin Kelly Chief Financial Officer | Aug 14, 2026 | Sale | −3,000 | $140.85 | $422.55K | 396,533 |
| 2014 Llc Ldb – | Jul 29, 2026 | Other | −3,000,000 | – | – | 3,647,120 |
| Brian Leach Director | Jul 1, 2026 | Award | +1,589 | – | – | 43,505 |
| Marc A. Beilinson Director | Jul 1, 2026 | Award | +1,589 | – | – | 115,296 |
| Patrick Toomey Director | Jul 1, 2026 | Award | +1,589 | – | – | 11,380 |
| Pamela J. Joyner Director | Jul 1, 2026 | Award | +1,589 | – | – | 16,524 |
| Mitra O'Neill Director | Jul 1, 2026 | Award | +1,589 | – | – | 33,704 |
| Lynn C. Swann Director | Jul 1, 2026 | Award | +1,589 | – | – | 20,051 |
| Gary D. Cohn Director | Jul 1, 2026 | Award | +1,986 | – | – | 7,139 |
| Jessica M. Bibliowicz Director | Jul 1, 2026 | Award | +1,589 | – | – | 17,635 |
| Kerry Murphy Healey Director | Jul 1, 2026 | Award | +1,589 | – | – | 22,294 |
| Martin Kelly Chief Financial Officer | Jun 9, 2026 | Gift | −1,300 | – | – | 399,767 |
| Scott Kleinman Co-President (See Remarks), Director | May 27, 2026 | Gift | −13,424 | – | – | 226,873 |
| John P. Zito Co-President (see Remarks) | May 27, 2026 | Sale | −11,117 | $131.68 | $1.46M | 3,063,696 |
| John P. Zito Co-President (see Remarks) | May 27, 2026 | Sale | −20,019 | $130.71 | $2.62M | 3,074,813 |
| John P. Zito Co-President (see Remarks) | May 27, 2026 | Sale | −17,508 | $129.95 | $2.28M | 3,094,832 |
| Scott Kleinman Co-President (See Remarks), Director | May 15, 2026 | Award | +3,170 | $130.93 | $415.05K | 81,049 |
| Martin Kelly Chief Financial Officer | May 15, 2026 | Gift | −155 | – | – | 401,067 |
| Martin Kelly Chief Financial Officer | May 14, 2026 | Sale | −7,000 | $134.64 | $942.48K | 401,637 |
| Martin Kelly Chief Financial Officer | May 14, 2026 | Gift | −415 | – | – | 401,222 |
| Marc J. Rowan Chief Executive Officer and, Director | May 8, 2026 | Gift | −140,000 | – | – | 1,552,160 |
| Gary D. Cohn Director | May 7, 2026 | Award | +3,345 | – | – | 5,153 |
| Brian Leach Director | May 7, 2026 | Award | +1,967 | – | – | 41,916 |
| Jessica M. Bibliowicz Director | May 7, 2026 | Award | +1,574 | – | – | 16,046 |
| Mitra O'Neill Director | May 7, 2026 | Award | +1,771 | – | – | 32,115 |
| Whitney Chatterjee Chief Legal Officer | Feb 18, 2026 | Tax withholding | −4,899 | $132.43 | $648.77K | 136,490 |
| James C. Zelter President, Director | Feb 18, 2026 | Tax withholding | −319 | $125.15 | $39.92K | 5,017,139 |
| Martin Kelly Chief Financial Officer | Feb 18, 2026 | Tax withholding | −3,629 | $132.43 | $480.59K | 408,637 |
| John P. Zito Co-President (see Remarks) | Feb 18, 2026 | Tax withholding | −11,866 | $125.15 | $1.49M | 3,112,340 |
| Scott Kleinman Co-President (See Remarks), Director | Feb 17, 2026 | Award | +2,048 | $129.23 | $264.66K | 77,879 |
| Grant Kvalheim CEO of Athene Holding Ltd. | Feb 17, 2026 | Tax withholding | −5,042 | $132.43 | $667.71K | 2,171,518 |
| James Richard Belardi See Remarks, Director | Feb 17, 2026 | Tax withholding | −29,254 | $132.43 | $3.87M | 99,393 |
| James Richard Belardi See Remarks, Director | Feb 13, 2026 | Option exercise | +147,813 | $29.55 | $4.37M | 224,126 |
| Kristiane Elaine Kinahan Chief Acct. Off. | Feb 11, 2026 | Tax withholding | −725 | $132.43 | $96.01K | 17,374 |
| Whitney Chatterjee Chief Legal Officer | Feb 11, 2026 | Tax withholding | −29,349 | $132.43 | $3.89M | 141,389 |
| Martin Kelly Chief Financial Officer | Feb 11, 2026 | Tax withholding | −28,390 | $132.43 | $3.76M | 412,266 |
| James C. Zelter President, Director | Feb 11, 2026 | Tax withholding | −15,122 | $132.43 | $2.00M | 5,017,458 |
| John P. Zito Co-President (see Remarks) | Feb 11, 2026 | Tax withholding | −27,876 | $132.43 | $3.69M | 3,124,206 |
| Kristiane Elaine Kinahan Chief Acct. Off. | Feb 10, 2026 | Award | +10,912 | – | – | 18,099 |
| Whitney Chatterjee Chief Legal Officer | Feb 10, 2026 | Award | +96,046 | – | – | 170,738 |
| Martin Kelly Chief Financial Officer | Feb 10, 2026 | Award | +116,087 | – | – | 440,656 |
| James C. Zelter President, Director | Feb 10, 2026 | Award | +29,313 | – | – | 5,032,580 |
| James Richard Belardi See Remarks, Director | Feb 10, 2026 | Award | +41,892 | – | – | 76,313 |
| John P. Zito Co-President (see Remarks) | Feb 10, 2026 | Award | +167,252 | – | – | 3,152,082 |
| Grant Kvalheim CEO of Athene Holding Ltd. | Feb 10, 2026 | Award | +19,035 | – | – | 2,176,560 |
| James Richard Belardi See Remarks, Director | Dec 11, 2025 | Gift | −33,263 | – | – | 76,313 |
| Whitney Chatterjee Chief Legal Officer | Dec 10, 2025 | Sale | −8,500 | $146.03 | $1.24M | 74,692 |
| Martin Kelly Chief Financial Officer | Dec 3, 2025 | Gift | −460 | – | – | 324,569 |
| James Richard Belardi CEO of Athene Holding Ltd., Director | Dec 2, 2025 | Gift | +500 | – | – | 1,000 |
| James Richard Belardi CEO of Athene Holding Ltd., Director | Dec 2, 2025 | Gift | +500 | – | – | 1,000 |
| James Richard Belardi CEO of Athene Holding Ltd., Director | Dec 2, 2025 | Gift | −1,500 | – | – | 154,481 |
| Trust Socrates – | Dec 1, 2025 | Other | −3,000,000 | – | – | 29,629,251 |
| Martin Kelly Chief Financial Officer | Dec 1, 2025 | Sale | −6,000 | $131.41 | $788.46K | 325,604 |
| Martin Kelly Chief Financial Officer | Dec 1, 2025 | Gift | −575 | – | – | 325,029 |
| Scott Kleinman Co-President (See Remarks), Director | Nov 13, 2025 | Award | +10,136 | $129.64 | $1.31M | 75,831 |
| James C. Zelter President, Director | Nov 6, 2025 | Tax withholding | −2,636 | $133.75 | $352.57K | 5,003,267 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Short interest
Shares sold short and not yet bought back, as of Oct 30, 2026 (FINRA, reported twice a month)
Short % of shares outstanding
–
21M shares short
Days to cover
6.3
At 3M shares a day
Change since last report
-9.1%
From 24M shares
Short volume, 20 days
41.1%
Of volume reported to FINRA
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of Apollo Global Management's stock actually held short. Settlement fails (shares not delivered on time) peaked at 28,312 shares on Aug 17, 2026 over the last 90 days.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Whitney Chatterjee Officer | Nov 4, 2026 | 339 | $41.29K | Nov 4, 2026 | Stock Award |
| Whitney Chatterjee Officer | Nov 4, 2026 | 7,000 | $823.47K | Nov 4, 2026 | Performance Stock Units |
| Martin Kelly Officer | Aug 14, 2026 | 3,000 | $422.46K | Aug 14, 2026 | Compensation |
| Leon D. Black Affiliate | Aug 7, 2026 | 2,000,000 | $255.98M | Aug 7, 2026 | Merger |
| 2014 Llc Ldb Affiliate | Aug 7, 2026 | 2,000,000 | $255.98M | Aug 7, 2026 | Contribution from parent |
| John P. Zito Officer | May 27, 2026 | 48,644 | $6.36M | May 27, 2026 | Performance Stock Units |
| Martin Kelly Officer | May 14, 2026 | 7,000 | $942.51K | May 14, 2026 | Restricted stock vesting under a registered plan |
| Joshua Harris Affiliate | Dec 11, 2025 | 1,000,000 | $149.08M | Dec 11, 2025 | Share Contribution |
| Whitney Chatterjee Officer | Dec 10, 2025 | 8,500 | $1.24M | Dec 10, 2025 | Restricted stock vesting under a registered plan |
| 2014 Llc Ldb Affiliate | Dec 3, 2025 | 3,000,000 | $396.24M | Dec 3, 2025 | Contribution from parent |
| Martin Kelly Officer | Dec 1, 2025 | 6,000 | $788.43K | Dec 1, 2025 | Restricted stock vesting under a registered plan |
| Martin Kelly Officer | Aug 12, 2025 | 15,500 | $2.25M | Aug 12, 2025 | Restricted stock vesting under a registered plan |
| Whitney Chatterjee Officer | Aug 6, 2025 | 4,500 | $657.15K | Aug 6, 2025 | Performance Stock Units |
| Leon D. Black Affiliate | Jul 18, 2025 | 3,000,000 | $456.00M | Jul 18, 2025 | Merger |
| Martin Kelly Officer | May 6, 2025 | 4,000 | $530.27K | May 6, 2025 | Performance Stock Units |
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