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APO APOLLO GLOBAL MANAGEMENT INC

2026Q2 · CUSIP 03769M106 · Sector: Financials

Piling in

Net holder growth ranks near the top of the market

Funds that own it
1,173
Institutions that reported holding it to the SEC
Net increase in holders
+45
Last quarter 1,128 → now 1,173
How unusual is that
Top 10%
Stronger buying than 91% of US stocks
What the filings say, in one paragraph

1,173 funds held APO at the end of 2026Q2, up 45 from the quarter before. That is stronger buying than 90.8% of US stocks — among the most piled-into names this quarter. On the business itself, revenue over the last 12 months was $35.9B(YoY +41.2%), the P/E is 41.6x, return on equity is 8.9%. APO has had 13 buying rushes in its history, and the price moved +16.3% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Financials sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2016Q2: holders=1 2016Q3: holders=1 2016Q4: holders=1 2017Q1: holders=1 2017Q2: holders=1 2017Q3: holders=1 2017Q4: holders=1 2018Q1: holders=1 2018Q2: holders=1 2018Q3: holders=1 2018Q4: holders=1 2019Q1: holders=1 2019Q2: holders=1 2019Q3: holders=1 2019Q4: holders=1 2020Q1: holders=1 2020Q2: holders=3 2020Q3: holders=2 2020Q4: holders=2 2021Q1: holders=2 2021Q2: holders=2 2021Q3: holders=3 2021Q4: holders=40 2022Q1: holders=576 2022Q2: holders=593 2022Q3: holders=598 2022Q4: holders=661 2023Q1: holders=640 2023Q2: holders=679 2023Q3: holders=742 2023Q4: holders=831 2024Q1: holders=883 2024Q2: holders=930 2024Q3: holders=939 2024Q4: holders=1116 2025Q1: holders=1083 2025Q2: holders=1128 2025Q3: holders=1122 2025Q4: holders=1202 2026Q1: holders=1128 2026Q2: holders=1173 -536 -268 +0 +268 +536 06321263 16Q217Q318Q420Q121Q222Q323Q425Q126Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 13 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 10% — —
2025Q4 Top 10% +12.2% +10.3%
2025Q2 Top 10% -6.3% -9.7%
2024Q4 Top 5% -11.1% -13.5%
2024Q2 Top 5% +48.0% +45.2%
2024Q1 Top 5% -0.9% +45.3%
2023Q4 Top 5% +0.7% -0.2%
2023Q3 Top 1% in the market +27.3% +31.8%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
330
Change in large funds
+32
Total value they hold
$46.5B
Funds buying for the first time
150
Funds that sold out entirely
105
Price change that quarter
+0.3%
Funds holding puts (bearish)
34
Funds holding calls (bullish)
35

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

Fundamentals

PE (TTM)
41.6
EPS (TTM)
$2.75
EPS YoY
-48.8%
Revenue (TTM)
$35.9B
Revenue YoY
+41.2%
Net margin
5.2%
ROE
8.9%
Debt ratio
91.6%
FCF (TTM)
—
Dividend (TTM)
$2.09
Quarterly Revenue & EPS
2022-03-31: EPS -0.70 2022-06-30: EPS -2.82 2022-09-30: EPS -0.98 2022-12-31: EPS 1.07 2023-03-31: EPS 1.66 2023-06-30: EPS 1.00 2023-09-30: EPS 1.10 2023-12-31: EPS 4.52 2024-03-31: EPS 2.28 2024-06-30: EPS 1.35 2024-09-30: EPS 1.29 2024-12-31: EPS 2.41 2025-03-31: EPS 0.68 2025-06-30: EPS 0.99 2025-09-30: EPS 2.78 2025-12-31: EPS 1.09 2026-03-31: EPS -3.27 2026-06-30: EPS 2.15 0B 6.9B 13.7B $B -3.60 0.69 4.97 20212022202320242025202606/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
4Y median 22 11 50 89 2023202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

As of 2026-06-30 · SEC filings (XBRL)

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.