Apollo Global Management, Inc.
CH ˙ SWX ˙ US03769M1062
SecurityCH:APO / Apollo Global Management, Inc.
InstitutionClearbridge Investments, LLC
Latest Disclosed Ownership5,178,671 shares
Latest Disclosed Value $ 577,007,528
Clearbridge Investments, LLC reports 64.16% increase in ownership of APO / Apollo Global Management, Inc.

On May 13, 2026 - Clearbridge Investments, LLC filed a 13F-HR form disclosing ownership of 5,178,671 shares of Apollo Global Management, Inc. (CH:APO) valued at $577,007,528 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 3,154,623 shares of Apollo Global Management, Inc.. This represents a change in shares of 64.16% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date
Effective
Date
Form Security Class ID Avg Price
Paid (Est)
Reported
Shares
ΔShares ΔShares
(%)
Reported
Value
(x1000)
ΔValue
(%)
Alloc
(%)
ΔAlloc ΔAlloc (%) Cost Basis
(x1000)
Unrealized
Gain/Loss
(x1000)
2026-05-13 2026-03-31 13F Apollo Global Management COM 03769M106 5,178,671 2,024,048 64.16 577,008 26.35 0.4521
2026-02-11 2025-12-31 13F Apollo Global Management COM 03769M106 3,154,623 -118,564 -3.62 456,663 4.69 0.3656
2025-11-13 2025-09-30 13F Apollo Global Management COM 03769M106 3,273,187 11,070 0.34 436,218 -5.74 0.3285
2025-08-12 2025-06-30 13F Apollo Global Management COM 03769M106 3,262,117 15,076 0.46 462,797 4.08 0.3758
2025-05-13 2025-03-31 13F Apollo Global Management COM 03769M106 3,247,041 51,199 1.60 444,650 -15.76 0.3885
2025-02-12 2024-12-31 13F Apollo Global Management COM 03769M106 3,195,842 -2,488,956 -43.78 527,825 -25.67 0.4278
2024-11-12 2024-09-30 13F Apollo Global Management COM 03769M106 5,684,798 -844,791 -12.94 710,088 -7.89 0.5584
2024-08-27 2024-06-30 13F/A-1 Apollo Global Management COM 03769M106 6,529,589 -465,158 -6.65 770,949 -1.98 0.6262
2024-08-14 2024-06-30 13F Apollo Global Management COM 03769M106 6,529,589 -465,158 770,949 0.6334
2024-05-13 2024-03-31 13F Apollo Global Management COM 03769M106 6,994,747 -1,601,993 -18.63 786,559 -1.82 0.6235
2024-02-09 2023-12-31 13F Apollo Global Management COM 03769M106 8,596,740 -310,988 -3.49 801,130 0.20 0.6892
2023-11-13 2023-09-30 13F Apollo Global Management COM 03769M106 8,907,728 -456,261 -4.87 799,558 11.17 0.7692
2023-08-11 2023-06-30 13F Apollo Global Management COM 03769M106 9,363,989 672,103 7.73 719,248 31.02 0.6491
2023-05-12 2023-03-31 13F Apollo Global Management COM 03769M106 8,691,886 -4,961 -0.06 548,980 -1.04 0.5246
2023-02-10 2022-12-31 13F Apollo Global Management COM 03769M106 8,696,847 -146,259 -1.65 554,772 34.91 0.5479
2022-11-14 2022-09-30 13F Apollo Global Management COM 03769M106 8,843,106 357,753 4.22 411,204 -0.04 0.4147
2022-08-11 2022-06-30 13F Apollo Global Management COM 03769M106 8,485,353 626,230 7.97 411,370 -15.56 0.3834
2022-05-13 2022-03-31 13F Apollo Global Management COM 03769M106 7,859,123 7,859,123 487,187 0.3661
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.