Apollo Global Management (apo V7.625 09/15/53)Preferred / convertible

13F holders, Q2 2025 (June 30)
3holders +1
1new positions
0sold out
$26.03avg. 13F price*

At the end of Q2 2025, 3 institutions reported holding Apollo Global Management (apo V7.625 09/15/53) in their 13F filings, up 1 from Q1 2025. 1 opened new positions and 0 sold out. The largest holders were Shikiar Asset Management Inc. ($1.5M), CCM Investment Advisers LLC ($208K) and Thompson Investment Management, Inc. ($78K).

Company
Apollo Global Management (apo V7.625 09/15/53)
CUSIP
03769M205
Latest filing quarter
Q2 2026

History

Number of 13F holders

01234 Q1 2024: 1Q1 2024Q2 2024: 1Q2 2024Q3 2024: 1Q3 2024Q4 2024: 1Q4 2024Q1 2025: 2Q1 2025Q2 2025: 3Q2 2025Q3 2025: 3Q3 2025Q4 2025: 4Q4 2025Q1 2026: 4Q1 2026Q2 2026: 3Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions1$1.5M
Exits0$0

All 13F filers, Q1 2025 → Q2 2025: 56,000 shares bought, net +56,000 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 3 holders

Shikiar Asset Management Inc. — New 56,000 $1.5M
CCM Investment Advisers LLC — No change 8,000 $208K
Thompson Investment Management, Inc. — No change 3,000 $78K

"% of holder's portfolio" is APOLLO GLOBAL MANAGEMENT (APO V7.625 09/15/53)'s weight in each manager's 13F, not the share of Apollo Global Management (apo V7.625 09/15/53) the manager owns.