Apollo Global Management (apo 6.75 07/31/26)Preferred / convertible
13F holders, Q2 2024 (June 30)66holders +8
11new positions
3sold out
1famous investor
$55.64avg. 13F price*
At the end of Q2 2024, 66 institutions reported holding Apollo Global Management (apo 6.75 07/31/26) in their 13F filings, up 8 from Q1 2024. 11 opened new positions and 3 sold out. The largest holders were Voya Investment Management LLC ($328.1M), BlackRock Inc. ($180.1M) and Franklin Resources Inc. ($153.7M). 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
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $36.7M |
| Exits | 3 | $1.8M |
All 13F filers, Q1 2024 → Q2 2024: 1,243,730 shares bought and 1,236,220 shares sold, net +7,510 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 66 holders
| Voya Investment Management LLC | — | No change | 5,000,000 | $328.1M |
| BlackRock Inc. | — | Reduce -1.2% | 2,745,527 | $180.1M |
| Franklin Resources Inc. | — | Reduce -4.7% | 2,342,727 | $153.7M |
| Calamos Advisors LLC | — | Reduce -0.1% | 1,817,011 | $119.2M |
| Victory Capital Management Inc. | — | Reduce -4.5% | 1,464,086 | $96.1M |
| Norges Bank | — | No change | 1,200,000 | $78.7M |
| Advent Capital Management | — | Add +2.4% | 1,123,091 | $77.3M |
| Jane Street Group, LLC | — | Reduce -16.1% | 1,012,473 | $66.4M |
| Capital International Investors | — | No change | 970,400 | $63.7M |
| Third Point | — | No change | 900,000 | $59.0M |
| Ameriprise Financial Inc. | — | Reduce -8.4% | 827,329 | $54.5M |
| MacKay Shields LLC | — | Reduce -1.1% | 739,572 | $48.6M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | — | — | 695,919 | $45.7M |
| Clearbridge Investments, LLC | — | Reduce -1.8% | 690,032 | $45.3M |
| Sona Asset Management (us) LLC | — | No change | 675,000 | $44.3M |
| Lord, Abbett & Co. LLC | — | Reduce -0.1% | 473,571 | $31.1M |
| FMR LLC | — | Add +27.4% | 458,500 | $30.1M |
| Barclays PLC | — | Add +36.3% | 455,266 | $29.9M |
| Bank of America Corp. | — | Add +82.9% | 437,327 | $28.7M |
| State Street Corp. | — | Reduce -11.3% | 418,000 | $27.5M |
| Loomis Sayles & Co. L P | — | New | 205,036 | $24.2M |
| Camden Asset Management L P | — | Reduce -40.7% | 342,500 | $22.5M |
| Pier 88 Investment Partners LLC | — | No change | 331,900 | $21.8M |
| Ssi Investment Management LLC | — | Reduce -3.3% | 310,520 | $20.4M |
| Thrivent Financial for Lutherans | — | Reduce -26.8% | 308,920 | $20.3M |
| Alberta Investment Management Corp | — | No change | 175,000 | $11.5M |
| Sculptor Capital LP | — | New | 150,800 | $9.9M |
| BlueCrest Capital Management Ltd | — | Reduce -10.9% | 134,024 | $8.8M |
| Bank of Montreal | — | Add +94976.3% | 124,550 | $8.2M |
| Invesco Ltd. | — | Reduce -15.6% | 121,650 | $8.0M |
| Russell Investments Group, Ltd. | — | Reduce -2.7% | 5,343,650 | $7.0M |
| Citigroup Inc. | — | Add +119.2% | 104,224 | $6.8M |
| JPMorgan Chase & Co. | — | Add +219.9% | 103,739 | $6.8M |
| Susquehanna International Group, LLP | — | Add +1398.1% | 100,000 | $6.6M |
| Rational Advisors, Inc. | — | No change | 99,600 | $6.5M |
| Morgan Stanley | — | Reduce -36.1% | 91,477 | $6.0M |
| Wolverine Asset Management LLC | — | Add +20.7% | 66,937 | $4.4M |
| Laffer Tengler Investments, Inc. | — | Reduce -6.6% | 60,760 | $4.0M |
| Neuberger Berman Group LLC | — | Add +0.4% | 60,653 | $4.0M |
| Federated Hermes, Inc. | — | No change | 60,000 | $3.9M |
| Morse Asset Management, Inc | — | Reduce -0.1% | 45,950 | $3.0M |
| Agf Management Ltd. | — | Add +10.0% | 44,000 | $2.9M |
| Paloma Partners Management Co | — | No change | 40,500 | $2.7M |
| Wells Fargo & Company | — | Reduce -5.2% | 33,957 | $2.2M |
| AEGON USA Investment Management, LLC | — | Reduce -47.6% | 32,463 | $2.1M |
| American Century Companies Inc. | — | Add +185.5% | 30,218 | $2.0M |
| Palisade Capital Management, LP | — | Reduce -20.1% | 19,820 | $1.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | — | New | 15,000 | $984K |
| Oppenheimer & Co. Inc. | — | Add +15.3% | 14,105 | $925K |
| Penserra Capital Management LLC | — | Reduce -16.1% | 13,799 | $905K |
| Central Pacific Bank - Trust Division | — | No change | 12,745 | $836K |
| Calamos Wealth Management LLC | — | Reduce -9.7% | 10,499 | $689K |
| First Hawaiian Bank | — | Add +1.1% | 9,410 | $617K |
| Goldman Sachs Group Inc. | — | New | 9,256 | $607K |
| Infrastructure Capital Advisors, LLC | — | New | 8,702 | $571K |
| Capital International, Inc. | — | No change | 6,900 | $453K |
| Sei Investments Co. | — | No change | 5,150 | $338K |
| Oppenheimer Asset Management Inc. | — | New | 3,381 | $222K |
| Lazard Asset Management LLC | — | New | 2,652 | $173K |
| Colonial Trust Advisors | — | No change | 696 | $46K |
| Lanark Financial, Inc. | — | No change | 375 | $24K |
| Blair William & Co. | — | New | 213 | $14K |
| UBS Group AG | — | New | 93 | $6K |
| Rothschild Investment LLC | — | New | 59 | $4K |
| Comerica Bank | — | Reduce -16.0% | 42 | $3K |
| Alken Asset Management Ltd | — | New | 20,600 | $1K |
"% 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.