Apollo Global Management (apo 6.75 07/31/26)Preferred / convertible

13F holders, Q1 2024 (March 31)
58holders
1famous investor
$53.23avg. 13F price*

At the end of Q1 2024, 58 institutions reported holding Apollo Global Management (apo 6.75 07/31/26) in their 13F filings. The largest holders were Voya Investment Management LLC ($318.8M), BlackRock Inc. ($177.1M) and Franklin Resources Inc. ($156.8M). One famous investor held it Dan Loeb ( of Third Point's portfolio).

Company
Apollo Global Management (apo 6.75 07/31/26)
CUSIP
03769M304
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080100 Q1 2024: 58Q1 2024Q2 2024: 66Q2 2024Q3 2024: 74Q3 2024Q4 2024: 81Q4 2024Q1 2025: 74Q1 2025Q2 2025: 77Q2 2025Q3 2025: 76Q3 2025Q4 2025: 78Q4 2025Q1 2026: 68Q1 2026Q2 2026: 66Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions6$44.0M
Exits6$11.4M

Ownership 58 holders

Voya Investment Management LLC — Add +5.3% 5,000,000 $318.8M
BlackRock Inc. — Add +5.1% 2,778,639 $177.1M
Franklin Resources Inc. — Add +2.5% 2,459,194 $156.8M
Calamos Advisors LLC — Add +16.8% 1,817,931 $115.9M
Victory Capital Management Inc. — Add +12.3% 1,533,430 $97.8M
Norges Bank — No change 1,200,000 $76.5M
Jane Street Group, LLC — Reduce -16.8% 1,207,078 $76.4M
Advent Capital Management — Reduce -7.6% 1,096,505 $71.0M
Capital International Investors — No change 970,400 $61.9M
Ameriprise Financial Inc. — Reduce -7.6% 902,865 $57.8M
Third Point — No change 900,000 $57.4M
MacKay Shields LLC — Reduce -0.3% 748,146 $48.0M
Clearbridge Investments, LLC — Reduce -0.2% 702,525 $44.8M
Sona Asset Management (us) LLC — New 675,000 $43.0M
Camden Asset Management L P — Reduce -53.3% 577,500 $37.0M
Lord, Abbett & Co. LLC — Reduce -6.2% 474,144 $30.3M
State Street Corp. — Reduce -4.7% 471,000 $30.2M
Thrivent Financial for Lutherans — Reduce -1.5% 422,190 $27.1M
FMR LLC — No change 359,800 $23.0M
Barclays PLC — Add +73.4% 333,941 $21.4M
Pier 88 Investment Partners LLC — Reduce -3.0% 331,900 $21.2M
Ssi Investment Management LLC — Reduce -2.5% 320,980 $20.6M
Bank of America Corp. — Add +9.1% 239,053 $15.2M
Alberta Investment Management Corp — No change 175,000 $11.2M
BlueCrest Capital Management Ltd — Reduce -52.4% 150,490 $9.6M
Invesco Ltd. — Reduce -12.2% 144,150 $9.2M
Morgan Stanley — Add +332.2% 143,162 $9.2M
Russell Investments Group, Ltd. — Reduce -5.5% 5,493,650 $7.0M
Rational Advisors, Inc. — Reduce -9.3% 99,600 $6.3M
Laffer Tengler Investments, Inc. — Reduce -3.8% 65,055 $4.2M
AEGON USA Investment Management, LLC — Reduce -11.8% 62,000 $4.0M
Neuberger Berman Group LLC — Reduce -0.3% 60,412 $3.9M
Federated Hermes, Inc. — No change 60,000 $3.8M
Wolverine Asset Management LLC — Add +147.0% 55,459 $3.6M
Citigroup Inc. — Add +48.9% 47,553 $3.0M
Morse Asset Management, Inc — Add +3.1% 46,000 $2.9M
Paloma Partners Management Co — Add +211.5% 40,500 $2.6M
Agf Management Ltd. — No change 40,000 $2.5M
Wells Fargo & Company — Add +1.7% 35,817 $2.3M
JPMorgan Chase & Co. — Reduce -18.7% 32,429 $2.1M
Alpine Global Management, LLC — Reduce -50.0% 25,000 $1.6M
Palisade Capital Management, LP — Reduce -21.2% 24,820 $1.6M
Penserra Capital Management LLC — Add +22.4% 16,451 $1.0M
Credit Suisse AG/ — No change 15,000 $956K
Central Pacific Bank - Trust Division — — 12,745 $820K
Oppenheimer & Co. Inc. — New 12,230 $780K
Calamos Wealth Management LLC — Add +0.6% 11,620 $741K
American Century Companies Inc. — Reduce -6.6% 10,584 $675K
First Hawaiian Bank — Add +21.1% 9,310 $594K
Capital International, Inc. — No change 6,900 $440K
Susquehanna International Group, LLP — Reduce -98.1% 6,675 $426K
Sei Investments Co. — No change 5,150 $328K
Elequin Capital, LP — New 2,144 $137K
Colonial Trust Advisors — New 696 $44K
Tower Research Capital LLC (TRC) — New 548 $35K
Lanark Financial, Inc. — Reduce -51.0% 375 $23K
Bank of Montreal — New 131 $8K
Comerica Bank — Reduce -43.8% 50 $3K

"% of holder's portfolio" is APOLLO GLOBAL MANAGEMENT (APO 6.75 07/31/26)'s weight in each manager's 13F, not the share of Apollo Global Management (apo 6.75 07/31/26) the manager owns.