Apollo Global Management (apo 6.75 07/31/26)Preferred / convertible
13F holders, Q1 2025 (March 31)74holders −7
4new positions
11sold out
2famous investors
$64.18avg. 13F price*
At the end of Q1 2025, 74 institutions reported holding Apollo Global Management (apo 6.75 07/31/26) in their 13F filings, down 7 from Q4 2024. 4 opened new positions and 11 sold out. The largest holders were BlackRock, Inc. ($175.6M), Franklin Resources Inc. ($168.9M) and Sona Asset Management (us) LLC ($121.1M). 2 famous investors held it, including David E. Shaw ( of D. E. Shaw & Co.'s portfolio) and 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $131.4M |
| Exits | 11 | $242.5M |
All 13F filers, Q4 2024 → Q1 2025: 4,877,432 shares bought and 6,228,229 shares sold, net −1,350,797 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 74 holders
| BlackRock, Inc. | — | Reduce -3.4% | 2,402,152 | $175.6M |
| Franklin Resources Inc. | — | Reduce -2.8% | 2,310,522 | $168.9M |
| Sona Asset Management (us) LLC | — | Add +153.8% | 1,650,000 | $121.1M |
| Calamos Advisors LLC | — | Reduce -12.3% | 1,515,928 | $110.8M |
| D. E. Shaw & Co. | — | Add +85.5% | 1,345,000 | $98.3M |
| Shaolin Capital Management LLC | — | Add +92.3% | 1,250,000 | $91.7M |
| Sculptor Capital LP | — | Reduce -0.7% | 1,250,088 | $91.4M |
| Victory Capital Management Inc. | — | Add +0.1% | 1,242,727 | $90.8M |
| Capital Research Global Investors | — | New | 1,192,174 | $87.1M |
| Advent Capital Management | — | Add +3.9% | 1,104,271 | $80.4M |
| Capital International Investors | — | No change | 970,400 | $70.9M |
| Norges Bank | — | Reduce -9.5% | 950,000 | $69.4M |
| Two Sigma Investments, LP | — | Reduce -34.1% | 937,248 | $68.5M |
| Third Point | — | No change | 900,000 | $65.8M |
| MacKay Shields LLC | — | Reduce -0.7% | 728,825 | $53.6M |
| FMR LLC | — | Reduce -11.8% | 720,477 | $52.9M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | — | Reduce -3.9% | 665,023 | $48.6M |
| State Street Corp. | — | Reduce -5.5% | 445,300 | $32.6M |
| Clearbridge Investments, LLC | — | Reduce -51.4% | 432,993 | $31.6M |
| AQR Arbitrage LLC | — | Add +102.0% | 407,000 | $29.9M |
| Bank of America Corp. | — | Reduce -50.6% | 386,547 | $28.3M |
| Portman Square Capital LLP | — | New | 350,000 | $25.7M |
| Ssi Investment Management LLC | — | Add +47.0% | 311,315 | $22.9M |
| Infrastructure Capital Advisors, LLC | — | Add +106.1% | 301,765 | $22.1M |
| Ameriprise Financial Inc. | — | Reduce -53.0% | 296,869 | $21.8M |
| Pier 88 Investment Partners LLC | — | Reduce -6.3% | 282,980 | $20.7M |
| Magnetar Financial LLC | — | New | 250,000 | $18.3M |
| Skaana Management L.P. | — | Add +81.0% | 211,566 | $15.5M |
| CSS LLC | — | Reduce -59.1% | 200,150 | $14.7M |
| Alberta Investment Management Corp | — | No change | 175,000 | $12.8M |
| Morgan Stanley | — | Add +222.8% | 136,622 | $10.0M |
| Invesco Ltd. | — | No change | 110,800 | $8.1M |
| Citigroup Inc. | — | Add +164.7% | 103,824 | $7.6M |
| JPMorgan Chase & Co. | — | Add +159.2% | 102,883 | $7.5M |
| Loomis Sayles & Co. L P | — | Add +79.4% | 47,326 | $6.5M |
| Rational Advisors, Inc. | — | Reduce -19.1% | 80,800 | $5.9M |
| Barclays PLC | — | Reduce -41.2% | 76,666 | $5.6M |
| Russell Investments Group, Ltd. | — | Reduce -5.1% | 3,796,700 | $5.6M |
| Neuberger Berman Group LLC | — | Add +7.7% | 64,963 | $4.7M |
| Federated Hermes, Inc. | — | No change | 60,000 | $4.4M |
| Laffer Tengler Investments, Inc. | — | Reduce -11.9% | 52,850 | $3.9M |
| Morse Asset Management, Inc | — | Add +0.6% | 48,320 | $3.5M |
| Penserra Capital Management LLC | — | Reduce -33.0% | 44,995 | $3.3M |
| Agf Management Ltd. | — | Add +5.3% | 40,000 | $2.9M |
| Wells Fargo & Company | — | Reduce -54.4% | 33,595 | $2.5M |
| American Century Companies Inc. | — | Reduce -24.1% | 33,017 | $2.4M |
| Palisade Capital Management, LP | — | Add +50.5% | 29,820 | $2.2M |
| AEGON USA Investment Management, LLC | — | Reduce -12.3% | 22,713 | $1.7M |
| BlueCrest Capital Management Ltd | — | Reduce -74.8% | 16,129 | $1.2M |
| Uniplan Investment Counsel, Inc. | — | Reduce -4.4% | 13,335 | $975K |
| Central Pacific Bank - Trust Division | — | Add +35.2% | 10,745 | $785K |
| Warberg Asset Management LLC | — | Add +0.0% | 10,511 | $768K |
| Calamos Wealth Management LLC | — | Reduce -4.2% | 9,444 | $690K |
| Oppenheimer & Co. Inc. | — | Reduce -37.2% | 7,212 | $527K |
| Capital International, Inc. | — | No change | 6,900 | $504K |
| Sei Investments Co. | — | No change | 5,150 | $376K |
| Jane Street Group, LLC | — | Reduce -98.8% | 4,832 | $353K |
| Raymond James Financial Inc. | — | Reduce -7.5% | 4,270 | $312K |
| &partners | — | Reduce -14.3% | 3,644 | $267K |
| Oppenheimer Asset Management Inc. | — | Add +0.7% | 2,947 | $215K |
| Ground Swell Capital, LLC | — | New | 2,931 | $214K |
| Tower Research Capital LLC (TRC) | — | Add +329.6% | 1,800 | $132K |
| Lazard Asset Management LLC | — | Reduce -37.7% | 1,652 | $120K |
| Steward Partners Investment Advisory, LLC | — | Add +26.9% | 1,424 | $104K |
| Colonial Trust Advisors | — | No change | 696 | $51K |
| UBS Group AG | — | Reduce -64.0% | 548 | $40K |
| Fifth Third Bancorp | — | Reduce -8.2% | 336 | $25K |
| Lanark Financial, Inc. | — | — | 330 | $24K |
| Northwestern Mutual Wealth Management Co. | — | Add +82.7% | 274 | $20K |
| US Bancorp \de | — | Add +12.9% | 96 | $7K |
| Rothschild Investment LLC | — | No change | 59 | $4K |
| Alken Asset Management Ltd | — | Reduce -27.3% | 26,600 | $2K |
| Comerica Bank | — | No change | 15 | $1K |
| TD Private Client Wealth LLC | — | No change | 9 | $658 |
"% 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.