Apollo Global Management (apo 6.75 07/31/26)Preferred / convertible
13F holders, Q3 2025 (September 30)76holders −1
5new positions
5sold out
3famous investors
$61.84avg. 13F price*
At the end of Q3 2025, 76 institutions reported holding Apollo Global Management (apo 6.75 07/31/26) in their 13F filings, down 1 from Q2 2025. 5 opened new positions and 5 sold out. The largest holders were Shaolin Capital Management LLC ($201.0M), Franklin Resources Inc. ($170.1M) and BlackRock, Inc. ($161.6M). 3 famous investors held it, including Dan Loeb ( of Third Point's portfolio), David E. Shaw ( of D. E. Shaw & Co.'s portfolio) and Ken Griffin ( of Citadel Advisors'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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $5.0M |
| Exits | 5 | $22.6M |
All 13F filers, Q2 2025 → Q3 2025: 1,822,326 shares bought and 1,717,815 shares sold, net +104,511 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 76 holders
| Shaolin Capital Management LLC | — | Add +32.6% | 2,850,000 | $201.0M |
| Franklin Resources Inc. | — | Add +0.1% | 2,421,029 | $170.1M |
| BlackRock, Inc. | — | Add +1.5% | 2,299,720 | $161.6M |
| Sona Asset Management (us) LLC | — | No change | 2,100,000 | $147.8M |
| Calamos Advisors LLC | — | Reduce -0.1% | 1,418,721 | $99.7M |
| Advent Capital Management | — | Add +12.4% | 1,320,670 | $92.4M |
| Bank of Montreal | — | No change | 1,275,000 | $89.6M |
| Victory Capital Management Inc. | — | Reduce -2.0% | 1,194,437 | $83.9M |
| Capital Research Global Investors | — | No change | 1,192,174 | $83.8M |
| Capital International Investors | — | No change | 970,400 | $68.2M |
| Third Point | — | No change | 900,000 | $63.3M |
| Two Sigma Investments, LP | — | Reduce -13.1% | 750,335 | $52.7M |
| MacKay Shields LLC | — | Reduce -0.4% | 721,847 | $51.0M |
| Sculptor Capital LP | — | Reduce -49.9% | 646,298 | $45.4M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | — | Reduce -5.1% | 642,350 | $45.1M |
| FMR LLC | — | Add +40.7% | 614,129 | $43.3M |
| Infrastructure Capital Advisors, LLC | — | Add +52.4% | 592,761 | $38.7M |
| D. E. Shaw & Co. | — | Reduce -9.6% | 470,000 | $33.1M |
| Clearbridge Investments, LLC | — | Add +7.0% | 463,184 | $32.6M |
| Wells Fargo & Company | — | Add +12.8% | 447,745 | $31.5M |
| State Street Corp. | — | Add +7.7% | 398,892 | $28.1M |
| Ameriprise Financial Inc. | — | Add +22.8% | 377,312 | $26.6M |
| Bank of America Corp. | — | Reduce -25.6% | 314,277 | $22.1M |
| Ssi Investment Management LLC | — | Reduce -16.4% | 275,135 | $19.4M |
| Magnetar Financial LLC | — | No change | 250,000 | $17.6M |
| Pier 88 Investment Partners LLC | — | Reduce -27.1% | 231,880 | $16.3M |
| Alberta Investment Management Corp | — | No change | 175,000 | $12.3M |
| Angelo Gordon & Co., L.P. | — | No change | 150,000 | $10.6M |
| Invesco Ltd. | — | No change | 147,800 | $10.4M |
| Morgan Stanley | — | Add +37.6% | 126,091 | $8.9M |
| Loomis Sayles & Co. L P | — | Reduce -31.6% | 57,235 | $7.6M |
| JPMorgan Chase & Co. | — | Add +303.8% | 105,233 | $7.4M |
| Skaana Management L.P. | — | Reduce -48.1% | 93,029 | $6.5M |
| Neuberger Berman Group LLC | — | Add +9.1% | 89,730 | $6.3M |
| Barclays PLC | — | Add +173.7% | 80,284 | $5.6M |
| Citigroup Inc. | — | Reduce -48.6% | 76,643 | $5.4M |
| Russell Investments Group, Ltd. | — | Add +1.8% | 3,761,700 | $5.3M |
| CSS LLC | — | Add +142.3% | 68,550 | $4.8M |
| Federated Hermes, Inc. | — | No change | 60,000 | $4.2M |
| Laffer Tengler Investments, Inc. | — | Reduce -0.1% | 51,420 | $3.6M |
| Goldman Sachs Group Inc. | — | New | 49,153 | $3.5M |
| Macquarie Group Ltd. | — | No change | 47,764 | $3.4M |
| Morse Asset Management, Inc | — | Reduce -0.1% | 47,425 | $3.3M |
| Penserra Capital Management LLC | — | Reduce -23.9% | 43,593 | $3.1M |
| Wolverine Asset Management LLC | — | Add +101.4% | 42,477 | $3.0M |
| Palisade Capital Management, LP | — | No change | 29,820 | $2.1M |
| Rational Advisors, Inc. | — | Reduce -74.3% | 29,700 | $2.1M |
| Uniplan Investment Counsel, Inc. | — | Add +1.6% | 23,708 | $1.7M |
| AEGON USA Investment Management, LLC | — | No change | 22,713 | $1.6M |
| Agf Management Ltd. | — | Reduce -25.0% | 21,000 | $1.5M |
| Jane Street Group, LLC | — | Add +121.0% | 17,722 | $1.2M |
| Capital International, Inc. | — | No change | 17,584 | $1.2M |
| Morningstar Investment Management LLC | — | New | 11,186 | $786K |
| Central Pacific Bank - Trust Division | — | Reduce -19.1% | 9,200 | $647K |
| Calamos Wealth Management LLC | — | Reduce -6.8% | 8,237 | $579K |
| Steward Partners Investment Advisory, LLC | — | Add +4.6% | 7,464 | $525K |
| Sei Investments Co. | — | No change | 5,150 | $362K |
| Envestnet Asset Management Inc. | — | Add +8.6% | 4,576 | $322K |
| Oppenheimer & Co. Inc. | — | Reduce -27.0% | 4,552 | $320K |
| Raymond James Financial Inc. | — | Reduce -1.5% | 4,220 | $297K |
| &partners | — | Reduce -4.5% | 4,136 | $288K |
| Elequin Capital, LP | — | New | 3,900 | $275K |
| Warberg Asset Management LLC | — | New | 3,873 | $273K |
| Susquehanna International Group, LLP | — | Reduce -20.8% | 3,457 | $243K |
| Oppenheimer Asset Management Inc. | — | Add +1.6% | 2,961 | $208K |
| Citadel Advisors | — | New | 2,846 | $200K |
| Fifth Third Bancorp | — | Add +27.5% | 811 | $57K |
| Colonial Trust Advisors | — | No change | 696 | $49K |
| UBS Group AG | — | Add +1.5% | 548 | $39K |
| Northwestern Mutual Wealth Management Co. | — | Add +8.4% | 297 | $21K |
| Lanark Financial, Inc. | — | No change | 265 | $19K |
| Comerica Bank | — | No change | 90 | $6K |
| US Bancorp \de | — | No change | 85 | $6K |
| Rothschild Investment LLC | — | No change | 59 | $4K |
| Alken Asset Management Ltd | — | No change | 26,600 | $2K |
| TD Private Client Wealth LLC | — | Reduce -33.3% | 12 | $843 |
"% 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.