Who holds APOticker 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 ↗

832

holders13F filers reporting this class for the quarter ended 2026-03-31; the 500 largest are listed

$36.5B

combined valuesum of the reported values across every holder; NULL values are excluded, never zero-filled

428

addsholders whose share count rose or who opened the position (new + add), by shares

182

exitsholders absent this quarter after holding last quarter — inferred from absence, not a sale record

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

Quarter ended 2026-03-31Newest 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 2026-06-16 → 2026-09-14 · 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	Purchase	$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 · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

8 members of Congress disclosed APO — the congressional view ↗