Apollo Global Management (apo 6.75 07/31/26)Preferred / convertible
13F holders, Q2 2025 (June 30)77holders +3
7new positions
4sold out
2famous investors
$66.39avg. 13F price*
At the end of Q2 2025, 77 institutions reported holding Apollo Global Management (apo 6.75 07/31/26) in their 13F filings, up 3 from Q1 2025. 7 opened new positions and 4 sold out. The largest holders were Franklin Resources Inc. ($181.1M), BlackRock, Inc. ($169.6M) and Shaolin Capital Management LLC ($161.9M). 2 famous investors held it, including Dan Loeb ( of Third Point's portfolio) and David E. Shaw ( of D. E. Shaw & Co.'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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $121.9M |
| Exits | 4 | $56.6M |
All 13F filers, Q1 2025 → Q2 2025: 4,100,850 shares bought and 3,015,073 shares sold, net +1,085,777 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 77 holders
| Franklin Resources Inc. | — | Add +4.7% | 2,419,394 | $181.1M |
| BlackRock, Inc. | — | Reduce -5.7% | 2,265,962 | $169.6M |
| Shaolin Capital Management LLC | — | Add +72.0% | 2,150,000 | $161.9M |
| Sona Asset Management (us) LLC | — | Add +27.3% | 2,100,000 | $158.1M |
| Calamos Advisors LLC | — | Reduce -6.3% | 1,420,035 | $106.3M |
| Sculptor Capital LP | — | Add +3.3% | 1,290,930 | $96.6M |
| Bank of Montreal | — | New | 1,275,000 | $95.4M |
| Victory Capital Management Inc. | — | Reduce -1.9% | 1,218,887 | $91.2M |
| Capital Research Global Investors | — | No change | 1,192,174 | $89.2M |
| Advent Capital Management | — | Add +6.4% | 1,175,194 | $87.7M |
| Capital International Investors | — | No change | 970,400 | $72.6M |
| Third Point | — | No change | 900,000 | $67.4M |
| Two Sigma Investments, LP | — | Reduce -7.9% | 863,080 | $64.6M |
| MacKay Shields LLC | — | Reduce -0.5% | 725,064 | $54.6M |
| Norges Bank | — | Reduce -24.7% | 715,500 | $53.6M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | — | Add +1.8% | 676,717 | $50.7M |
| D. E. Shaw & Co. | — | Reduce -61.3% | 520,000 | $39.1M |
| FMR LLC | — | Reduce -39.4% | 436,600 | $32.8M |
| Clearbridge Investments, LLC | — | No change | 432,993 | $32.4M |
| Bank of America Corp. | — | Add +9.2% | 422,235 | $31.6M |
| Wells Fargo & Company | — | Add +1081.9% | 397,047 | $29.7M |
| Infrastructure Capital Advisors, LLC | — | Add +28.9% | 388,994 | $29.1M |
| State Street Corp. | — | Reduce -16.8% | 370,300 | $27.8M |
| Ssi Investment Management LLC | — | Add +5.7% | 328,900 | $24.7M |
| Pier 88 Investment Partners LLC | — | Add +12.4% | 317,980 | $23.8M |
| Ameriprise Financial Inc. | — | Add +3.5% | 307,312 | $23.1M |
| Magnetar Financial LLC | — | No change | 250,000 | $18.8M |
| Skaana Management L.P. | — | Reduce -15.2% | 179,336 | $13.4M |
| Alberta Investment Management Corp | — | No change | 175,000 | $13.1M |
| Loomis Sayles & Co. L P | — | Add +76.7% | 83,644 | $11.9M |
| Angelo Gordon & Co., L.P. | — | New | 150,000 | $11.3M |
| Citigroup Inc. | — | Add +43.7% | 149,201 | $11.2M |
| Invesco Ltd. | — | Add +33.4% | 147,800 | $11.1M |
| BlueCrest Capital Management Ltd | — | Add +788.1% | 143,239 | $10.7M |
| Susquehanna Advisors Group, Inc. | — | New | 125,000 | $9.4M |
| Rational Advisors, Inc. | — | Add +43.3% | 115,800 | $8.7M |
| Morgan Stanley | — | Reduce -33.0% | 91,605 | $6.9M |
| Neuberger Berman Group LLC | — | Add +26.7% | 82,284 | $6.2M |
| Russell Investments Group, Ltd. | — | Reduce -2.6% | 3,696,700 | $5.5M |
| Federated Hermes, Inc. | — | No change | 60,000 | $4.5M |
| Penserra Capital Management LLC | — | Add +27.3% | 57,277 | $4.3M |
| Laffer Tengler Investments, Inc. | — | Reduce -2.6% | 51,450 | $3.9M |
| Macquarie Group Ltd. | — | New | 47,764 | $3.6M |
| Morse Asset Management, Inc | — | Reduce -1.8% | 47,475 | $3.6M |
| American Century Companies Inc. | — | Reduce -6.0% | 31,019 | $2.3M |
| Palisade Capital Management, LP | — | No change | 29,820 | $2.2M |
| Barclays PLC | — | Reduce -61.7% | 29,337 | $2.2M |
| CSS LLC | — | Reduce -85.9% | 28,295 | $2.1M |
| Agf Management Ltd. | — | Reduce -30.0% | 28,000 | $2.1M |
| JPMorgan Chase & Co. | — | Reduce -74.7% | 26,058 | $2.0M |
| Uniplan Investment Counsel, Inc. | — | Add +74.9% | 23,323 | $1.7M |
| AEGON USA Investment Management, LLC | — | No change | 22,713 | $1.7M |
| Wolverine Asset Management LLC | — | New | 21,095 | $1.6M |
| Capital International, Inc. | — | Add +154.8% | 17,584 | $1.3M |
| Central Pacific Bank - Trust Division | — | Add +5.8% | 11,365 | $851K |
| Calamos Wealth Management LLC | — | Reduce -6.4% | 8,842 | $662K |
| Jane Street Group, LLC | — | Add +66.0% | 8,021 | $600K |
| Steward Partners Investment Advisory, LLC | — | Add +401.0% | 7,134 | $534K |
| Oppenheimer & Co. Inc. | — | Reduce -13.5% | 6,237 | $467K |
| Sei Investments Co. | — | No change | 5,150 | $385K |
| Susquehanna International Group, LLP | — | New | 4,366 | $327K |
| &partners | — | Add +18.8% | 4,330 | $324K |
| Raymond James Financial Inc. | — | Add +0.3% | 4,285 | $321K |
| Envestnet Asset Management Inc. | — | New | 4,213 | $315K |
| Oppenheimer Asset Management Inc. | — | Reduce -1.1% | 2,915 | $218K |
| Lazard Asset Management LLC | — | No change | 1,652 | $123K |
| Colonial Trust Advisors | — | No change | 696 | $52K |
| Fifth Third Bancorp | — | Add +89.3% | 636 | $48K |
| Tower Research Capital LLC (TRC) | — | Reduce -67.2% | 590 | $44K |
| UBS Group AG | — | Reduce -1.5% | 540 | $40K |
| Northwestern Mutual Wealth Management Co. | — | No change | 274 | $21K |
| Lanark Financial, Inc. | — | Reduce -19.7% | 265 | $19K |
| Comerica Bank | — | Add +500.0% | 90 | $7K |
| US Bancorp \de | — | Reduce -11.5% | 85 | $6K |
| Rothschild Investment LLC | — | No change | 59 | $4K |
| Alken Asset Management Ltd | — | No change | 26,600 | $2K |
| TD Private Client Wealth LLC | — | Add +100.0% | 18 | $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.