Apollo Global Management (apo V7.625 09/15/53)Preferred / convertible
13F holders, Q4 2025 (December 31)4holders +1
1new positions
0sold out
$26.33avg. 13F price*
At the end of Q4 2025, 4 institutions reported holding Apollo Global Management (apo V7.625 09/15/53) in their 13F filings, up 1 from Q3 2025. 1 opened new positions and 0 sold out. The largest holders were Sterling Capital Management LLC ($6.6M), Shikiar Asset Management Inc. ($1.9M) and CCM Investment Advisers LLC ($211K).
- Company
- Apollo Global Management (apo V7.625 09/15/53)
- CUSIP
- 03769M205
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $6.6M |
| Exits | 0 | $0 |
All 13F filers, Q3 2025 → Q4 2025: 250,200 shares bought, net +250,200 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Sterling Capital Management LLC | — | New | 248,800 | $6.6M |
| Shikiar Asset Management Inc. | — | Add +2.0% | 70,500 | $1.9M |
| CCM Investment Advisers LLC | — | No change | 8,000 | $211K |
| Thompson Investment Management, Inc. | — | No change | 3,000 | $79K |
"% 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.