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

13F holders, Q4 2025 (December 31)
78holders +2
8new positions
8sold out
1famous investor
$66.46avg. 13F price*

At the end of Q4 2025, 78 institutions reported holding Apollo Global Management (apo 6.75 07/31/26) in their 13F filings, up 2 from Q3 2025. 8 opened new positions and 8 sold out. The largest holders were Shaolin Capital Management LLC ($269.1M), Franklin Resources Inc. ($178.7M) and BlackRock, Inc. ($165.9M). One famous investor held it 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

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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions8$33.0M
Exits8$68.7M

All 13F filers, Q3 2025 → Q4 2025: 3,710,055 shares bought and 4,212,834 shares sold, net −502,779 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 78 holders

Shaolin Capital Management LLC — Add +25.1% 3,565,000 $269.1M
Franklin Resources Inc. — Reduce -2.2% 2,366,710 $178.7M
BlackRock, Inc. — Reduce -4.5% 2,196,995 $165.9M
Capital International Investors — Add +122.5% 2,159,420 $163.1M
Capital Research Global Investors — Add +14.2% 1,361,316 $102.8M
Advent Capital Management — Reduce -3.3% 1,277,582 $96.4M
Bank of Montreal — No change 1,275,000 $96.3M
Calamos Advisors LLC — Reduce -10.5% 1,270,138 $95.9M
Victory Capital Management Inc. — Reduce -1.4% 1,177,404 $88.9M
FMR LLC — Add +74.5% 1,071,531 $80.7M
Sculptor Capital LP — Add +47.9% 955,591 $72.2M
Sona Asset Management (us) LLC — Reduce -57.1% 900,000 $67.9M
Infrastructure Capital Advisors, LLC — Add +31.1% 776,823 $58.7M
MacKay Shields LLC — Reduce -1.1% 714,292 $53.9M
Norges Bank — — 600,000 $45.3M
D. E. Shaw & Co. — Add +21.3% 570,000 $43.0M
Clearbridge Investments, LLC — Add +1.3% 469,184 $35.4M
Two Sigma Investments, LP — Reduce -43.0% 427,626 $32.3M
State Street Corp. — Add +1.4% 404,325 $30.5M
Wells Fargo & Company — Reduce -20.9% 354,119 $26.7M
Susquehanna Advisors Group, Inc. — New 300,000 $22.7M
Magnetar Financial LLC — No change 250,000 $18.9M
Angelo Gordon & Co., L.P. — Add +66.7% 250,000 $18.8M
Ssi Investment Management LLC — Reduce -12.7% 240,205 $18.1M
Ameriprise Financial Inc. — Reduce -42.4% 217,312 $16.4M
Bank of America Corp. — Reduce -37.3% 197,068 $14.9M
Alberta Investment Management Corp — No change 175,000 $13.2M
Pier 88 Investment Partners LLC — Reduce -25.9% 171,880 $13.0M
Invesco Ltd. — Reduce -5.1% 140,281 $10.6M
Morgan Stanley — Reduce -16.9% 104,760 $7.9M
BlueCrest Capital Management Ltd — New 103,069 $7.8M
Barclays PLC — Add +7.5% 86,284 $6.5M
Neuberger Berman Group LLC — Reduce -4.0% 86,146 $6.5M
Citigroup Inc. — Reduce -0.3% 76,393 $5.8M
Russell Investments Group, Ltd. — No change 3,761,700 $5.7M
JPMorgan Chase & Co. — Reduce -39.4% 63,744 $4.8M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. — Reduce -90.1% 63,408 $4.8M
Federated Hermes, Inc. — No change 60,000 $4.5M
Loomis Sayles & Co. L P — Reduce -52.2% 27,368 $4.0M
Laffer Tengler Investments, Inc. — Reduce -0.3% 51,250 $3.9M
Morse Asset Management, Inc — Add +0.6% 47,725 $3.6M
Nomura Asset Management International Inc. — — 47,764 $3.6M
Capital International, Inc. — Add +167.7% 47,072 $3.6M
Penserra Capital Management LLC — Add +1.8% 44,392 $3.4M
Skaana Management L.P. — Reduce -55.8% 41,124 $3.1M
Palisade Capital Management, LP — Reduce -3.1% 28,906 $2.2M
Rational Advisors, Inc. — Reduce -8.8% 27,100 $2.0M
AEGON USA Investment Management, LLC — No change 22,713 $1.7M
Uniplan Investment Counsel, Inc. — Reduce -4.5% 22,652 $1.7M
Goldman Sachs Group Inc. — Reduce -61.1% 19,109 $1.4M
Voya Investment Management LLC — New 19,000 $1.4M
Agf Management Ltd. — Reduce -28.6% 15,000 $1.1M
CSS LLC — Reduce -81.5% 12,665 $955K
Jane Street Group, LLC — Reduce -31.7% 12,108 $914K
Wealth Enhancement Advisory Services, LLC — New 9,330 $741K
Wolverine Asset Management LLC — Reduce -79.4% 8,755 $661K
Calamos Wealth Management LLC — Reduce -0.5% 8,200 $619K
Steward Partners Investment Advisory, LLC — Reduce -3.4% 7,213 $545K
Central Pacific Bank - Trust Division — Reduce -22.0% 7,180 $542K
Sei Investments Co. — No change 5,150 $389K
Envestnet Asset Management Inc. — Add +0.3% 4,588 $346K
Oppenheimer & Co. Inc. — Reduce -4.4% 4,352 $329K
&partners — Reduce -4.7% 3,941 $290K
Angeles Wealth Management, LLC — New 3,000 $226K
Oppenheimer Asset Management Inc. — Reduce -0.6% 2,943 $222K
UBS Group AG — Add +274.6% 2,053 $155K
Whittier Trust Co. — New 1,775 $141K
Colonial Trust Advisors — No change 696 $53K
Fifth Third Bancorp — Reduce -21.6% 636 $48K
Lanark Financial, Inc. — Add +113.2% 565 $43K
Northwestern Mutual Wealth Management Co. — Reduce -7.7% 274 $21K
Comerica Bank — Add +38.9% 125 $9K
US Bancorp \de — No change 85 $6K
CoreCap Advisors, LLC — New 84 $6K
Rothschild Investment LLC — No change 59 $4K
Alken Asset Management Ltd — No change 26,600 $2K
TD Private Client Wealth LLC — No change 12 $906
MAI Capital Management — New 6 $454

"% 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.