Apollo Global Management Ownership | Who Owns Apollo Global Management?
Apollo Global Management Ownership Summary
Apollo Global Management is owned by 57.68% institutional investors, 26.76% insiders, and 15.56% retail investors. Vanguard group is the largest institutional shareholder, holding 7.01% of APO shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.23% of its assets in Apollo Global Management shares.
APO Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Apollo Global Management | 57.68% | 26.76% | 15.56% |
| Sector | Financial Services Stocks | 43.55% | 12.63% | 43.82% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 41.25M | 7.01% | $4.87B |
| Capital world investors | 31.48M | 5.35% | $3.72B |
| Blackrock | 23.78M | 4.04% | $2.81B |
| Fmr | 18.05M | 3.07% | $2.13B |
| Tiger global management | 12.29M | 2.09% | $1.45B |
| Capital investors | 10.89M | 1.85% | $1.29B |
| State street | 10.48M | 1.78% | $1.24B |
| Norges bank | 7.45M | 1.27% | $879.94M |
| Capital research global investors | 7.37M | 1.25% | $869.97M |
| Franklin resources | 7.05M | 1.20% | $832.43M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Guardian point capital, lp | 600.00K | 33.34% | $70.84M |
| Msa advisors | 810.10K | 27.42% | $95.65M |
| Oco capital partners | 400.00K | 24.89% | $47.23M |
| Mudita advisors llp | 251.97K | 15.23% | $29.75M |
| Nfc investments | 416.11K | 14.09% | $49.13M |
| Newbrook capital advisors lp | 801.93K | 13.92% | $94.68M |
| Pb investment partners | 336.12K | 13.23% | $16.30M |
| Cna financial | 170.00K | 11.23% | $20.07M |
| Knott david m jr | 225.00K | 10.60% | $26.57M |
| Brave warrior advisors | 3.78M | 9.89% | $446.27M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 7.45M | 0.13% | 7.45M |
| Fmr | 18.05M | 0.14% | 3.03M |
| Capital research global investors | 7.37M | 0.19% | 2.63M |
| Ubs asset management americas | 4.30M | 0.15% | 1.12M |
| Franklin resources | 7.05M | 0.26% | 689.74K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock | 23.78M | 0.06% | -3.47M |
| Geode capital management | 5.46M | 0.06% | -2.43M |
| Curated wealth partners | - | - | -2.36M |
| Los angeles capital management | 49.43K | 0.02% | -995.99K |
| Viking global investors lp | - | - | -971.22K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 7.45M | 0.13% | 7.45M | $879.94M |
| Flat footed | 360.00K | 4.00% | 360.00K | $42.51M |
| Brandywine global investment management | 306.58K | 0.27% | 306.58K | $36.20M |
| Susquehanna fundamental investments | 166.80K | 0.45% | 166.80K | $19.69M |
| Locust wood capital advisers | 124.70K | 0.53% | 124.70K | $14.72M |
Sold Out
| Holder | Change |
|---|---|
| Frg family wealth advisors | -1.00 |
| Ghp investment advisors | -4.00 |
| Delos wealth advisors | -5.00 |
| Tfo-tdc | -6.00 |
| Financial synergies wealth advisors | -12.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2024 | 960 | 2.78% | 339,233,318 | 4.21% | 57 | 1.88% | 459 | -1.08% | 289 | 5.86% |
| Mar 31, 2024 | 934 | 7.48% | 325,523,624 | -0.28% | 55 | 1.77% | 464 | 7.41% | 273 | 5.81% |
| Dec 31, 2023 | 869 | 10.98% | 326,438,767 | 4.54% | 55 | 1.92% | 432 | 15.82% | 258 | 4.45% |
| Sep 30, 2023 | 783 | 9.36% | 312,256,826 | -1.52% | 53 | 1.80% | 373 | 15.12% | 247 | 3.35% |
| Jun 30, 2023 | 716 | 5.92% | 317,073,422 | 2.90% | 54 | 1.97% | 324 | 11.34% | 239 | -3.63% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 12.60M | 2.23% | -44.77K |
| Capital Group Fundamental Invtrs Comp | 10.92M | 1.92% | -3.96K |
| American Funds Fundamental Invs A | 10.92M | 1.92% | -3.96K |
| Vanguard Mid Cap Index Institutional | 8.46M | 1.49% | 15.34K |
| American Funds Growth Fund of Amer A | 7.14M | 1.25% | - |
| Capital Group Growth Fnd of Amer Comp | 7.14M | 1.25% | - |
| American Funds Washington Mutual A | 7.09M | 1.25% | - |
| Capital Group Wash Mutual Invtrs Comp | 7.09M | 1.25% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 6.71M | 1.18% | 22.13K |
| American Funds Income Fund of Amer A | 5.92M | 1.04% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Sep 06, 2024 | O'Neill Mitra | - | Buy | $100.05K |
| Aug 23, 2024 | Zelter James C | Co-President (See Remarks) | Sell | $57.29K |
| Aug 23, 2024 | Zelter James C | Co-President (See Remarks) | Sell | $8.94M |
| Aug 23, 2024 | Zelter James C | Co-President (See Remarks) | Sell | $297.71K |
| Aug 23, 2024 | Zelter James C | Co-President (See Remarks) | Sell | $1.72M |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | - |
| 2024 Q3 | 2 | 4 |
| 2024 Q2 | - | 2 |
| 2024 Q1 | - | 19 |
| 2023 Q4 | 1 | 4 |
APO Ownership FAQ
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