Apollo Global Management, Inc.
CH ˙ SWX ˙ US03769M1062
SecurityCH:APO / Apollo Global Management, Inc.
InstitutionFirst Trust Advisors Lp
Latest Disclosed Ownership94,231 shares
Latest Disclosed Value $ 10,499,173
First Trust Advisors Lp reports 64.62% decrease in ownership of APO / Apollo Global Management, Inc.

On May 13, 2026 - First Trust Advisors Lp filed a 13F-HR form disclosing ownership of 94,231 shares of Apollo Global Management, Inc. (CH:APO) valued at $10,499,173 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 266,357 shares of Apollo Global Management, Inc.. This represents a change in shares of -64.62% 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 MGMT COM 03769M106 94,231 -172,126 -64.62 10,499 -72.77 0.0075
2026-02-13 2025-12-31 13F APOLLO GLOBAL MGMT COM 03769M106 266,357 55,598 26.38 38,558 37.28 0.0280
2025-11-12 2025-09-30 13F APOLLO GLOBAL MGMT COM 03769M106 210,759 -28,405 -11.88 28,088 -17.22 0.0209
2025-08-13 2025-06-30 13F APOLLO GLOBAL MGMT COM 03769M106 239,164 -249,498 -51.06 33,930 -49.30 0.0273
2025-05-14 2025-03-31 13F APOLLO GLOBAL MGMT COM 03769M106 488,662 344,451 238.85 66,917 180.96 0.0593
2025-02-13 2024-12-31 13F APOLLO GLOBAL MGMT COM 03769M106 144,211 -125,718 -46.57 23,818 -29.36 0.0210
2024-11-13 2024-09-30 13F APOLLO GLOBAL MGMT COM 03769M106 269,929 -103,138 -27.65 33,717 -23.46 0.0321
2024-08-13 2024-06-30 13F APOLLO GLOBAL MGMT COM 03769M106 373,067 50,447 15.64 44,048 21.42 0.0449
2024-05-13 2024-03-31 13F APOLLO GLOBAL MGMT COM 03769M106 322,620 17,882 5.87 36,279 27.75 0.0368
2024-02-13 2023-12-31 13F APOLLO GLOBAL MGMT COM 03769M106 304,738 -82,951 -21.40 28,399 -18.39 0.0310
2023-11-13 2023-09-30 13F APOLLO GLOBAL MGMT COM 03769M106 387,689 82,558 27.06 34,799 48.47 0.0412
2023-08-14 2023-06-30 13F APOLLO GLOBAL MGMT COM 03769M106 305,131 -34,108 -10.05 23,437 9.39 0.0266
2023-05-15 2023-03-31 13F APOLLO GLOBAL MGMT COM 03769M106 339,239 325,676 2,401.21 21,426 2,376.99 0.0247
2023-02-09 2022-12-31 13F APOLLO GLOBAL MGMT COM 03769M106 13,563 13,563 865 0.0010
2022-11-14 2022-09-30 13F APOLLO GLOBAL MGMT COM 03769M106 0 -330,131 -100.00 0 -100.00
2022-08-12 2022-06-30 13F APOLLO GLOBAL MGMT COM 03769M106 330,131 -262,923 -44.33 16,005 -56.46 0.0198
2022-05-13 2022-03-31 13F APOLLO GLOBAL MGMT COM 03769M106 593,054 593,054 36,763 0.0376
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.