| 4 |
| Capital Research Global Investors |
| 24.0M |
| $2.84B |
| -8.4% |
| 4.162% |
| 0.40% |
| 5 | STATE STREET CORP | 19.9M | $2.35B | +1.3% | 3.451% | 0.03% |
| 6 | Capital World Investors | 18.3M | $2.16B | -3.3% | 3.174% | 0.26% |
| 7 | VANGUARD PORTFOLIO MANAGEMENT LLC | 14.5M | $1.72B | -3.7% | 2.524% | 0.08% |
| 8 | JANE STREET GROUP, LLC | 11.7M | $1.38B | -1.6% | 2.025% | 0.11% |
| 9 | WELLS FARGO & COMPANY/MN | 11.1M | $1.31B | +1.5% | 1.927% | 0.21% |
| 10 | FRANKLIN RESOURCES INC | 10.5M | $1.24B | +5.9% | 1.815% | 0.27% |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | 10.4M | $1.22B | -1.0% | 1.805% | 0.07% |
| 12 | National Philanthropic Trust | 9.1M | $1.08B | +21.6% | 1.587% | 15.63% |
| 13 | MORGAN STANLEY | 8.9M | $1.06B | +1.2% | 1.552% | 0.06% |
| 14 | UBS Group AG | 8.2M | $968.1M | -6.8% | 1.421% | 0.12% |
| 15 | NORGES BANK | 7.3M | $866.5M | — | 1.272% | 0.09% |
| 16 | BANK OF AMERICA CORP /DE/ | 6.9M | $817.7M | +74.7% | 1.200% | 0.05% |
| 17 | GOLDMAN SACHS GROUP INC | 5.7M | $673.3M | +12.9% | 0.988% | 0.06% |
| 18 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | 5.7M | $669.4M | +4.3% | 0.982% | 0.12% |
| 19 | Clearbridge Investments, LLC | 5.2M | $609.9M | -0.5% | 0.895% | 0.50% |
| 20 | NORTHERN TRUST CORP | 4.9M | $576.2M | +15.1% | 0.846% | 0.07% |
| 21 | Mariner, LLC | 4.7M | $538.8M | +0.8% | 0.813% | 0.57% |
| 22 | JPMORGAN CHASE & CO | 4.5M | $517.0M | -48.7% | 0.782% | 0.03% |
| 23 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 4.1M | $487.9M | -20.7% | 0.716% | 0.04% |
| 24 | Legal & General Group Plc | 3.9M | $460.0M | +4.6% | 0.675% | 0.10% |
| 25 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 3.6M | $426.9M | +7.0% | 0.626% | 0.06% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in APO — a direct measure of their conviction.
| 64.92% |
| 1.12 pp |
| $49.06B |
| 17% |
| Q4 2024 | 1,065 | +18% | 66.04% | +7.36 pp | $59.38B | +47% |
| Q3 2024 | 900 | — | 58.68% | — | $40.29B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
130 institutions opened new positions in APO during Q2 2026, while 96 fully exited. 787 added to existing positions and 235 trimmed.
APO institutional ownership fell by 0.78 percentage points quarter-over-quarter, with a net change of +44 holders.
The top 10 institutions account for 47.6% of all reported 13F value in APO, and the top 25 account for 70.2%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Apollo Global Management, Inc. (APO) Institutional Ownership