Holders over time
- APO
- V
| Quarter | APO | V |
|---|---|---|
| Q3 2020 | none listed holders, n.a. | 55 holders, $62.2bn |
| Q4 2020 | none listed holders, n.a. | 52 holders, $67.1bn |
| Q1 2021 | none listed holders, n.a. | 58 holders, $64.5bn |
| Q2 2021 | none listed holders, n.a. | 52 holders, $69.3bn |
| Q3 2021 | none listed holders, n.a. | 56 holders, $63.6bn |
| Q4 2021 | none listed holders, n.a. | 47 holders, $58.0bn |
| Q1 2022 | 13 holders, $3.8bn | 59 holders, $61.8bn |
| Q2 2022 | 10 holders, $3.0bn | 57 holders, $55.2bn |
| Q3 2022 | 14 holders, $2.8bn | 57 holders, $50.7bn |
| Q4 2022 | 13 holders, $3.8bn | 54 holders, $59.4bn |
| Q1 2023 | 12 holders, $4.0bn | 55 holders, $64.0bn |
| Q2 2023 | 11 holders, $5.3bn | 54 holders, $65.2bn |
| Q3 2023 | 21 holders, $7.2bn | 55 holders, $61.5bn |
| Q4 2023 | 22 holders, $8.0bn | 48 holders, $68.6bn |
| Q1 2024 | 23 holders, $10.0bn | 50 holders, $73.1bn |
| Q2 2024 | 27 holders, $11.6bn | 45 holders, $69.5bn |
| Q3 2024 | 25 holders, $12.6bn | 47 holders, $70.5bn |
| Q4 2024 | 24 holders, $15.8bn | 48 holders, $77.6bn |
| Q1 2025 | 26 holders, $11.5bn | 43 holders, $83.5bn |
| Q2 2025 | 23 holders, $11.7bn | 45 holders, $83.4bn |
| Q3 2025 | 17 holders, $11.4bn | 48 holders, $82.8bn |
| Q4 2025 | 13 holders, $12.0bn | 49 holders, $86.0bn |
| Q1 2026 | 17 holders, $9.2bn | 49 holders, $73.3bn |
| Q2 2026 | 17 holders, $9.6bn | 52 holders, $81.9bn |
Apollo Global MGMT Inc
- Holders
- 25
- Reported value
- $12.6bn
- Buyers
- 14
- Sellers
- 11
Breadth +3 among 94 comparable managers.
Visa Inc
- Holders
- 47
- Reported value
- $70.5bn
- Buyers
- 15
- Sellers
- 29
Breadth -14 among 94 comparable managers.
Who holds both, Q3 2024
Both (16)
AllianceBernstein LP, Capital Research Global Investors, Capital World Investors, D. E. Shaw & Co., Fidelity (FMR LLC), Holocene Advisors LP, Janus Henderson Group Ltd, Markel Group Inc, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Winton Group Ltd
Only APO (9)
Brevan Howard Capital Management LP, Citadel Advisors LLC, ExodusPoint Capital Management LP, Hudson Bay Capital Management LP, Jane Street Group LLC, Moore Capital Management LP, Point72 Asset Management LP, Third Point LLC, Tiger Global Management LLC
Only V (31)
Acadian Asset Management LLC, Akre Capital Management LLC, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Berkshire Hathaway Inc, Bridgewater Associates LP, Caxton Associates LLP, Dodge & Cox, Egerton Capital UK LLP, Eisler Capital Management Ltd, Farallon Capital Management LLC, GAMCO Investors Inc, Harris Associates LP, Invesco Ltd, Man Group PLC, Maverick Capital Ltd, Polen Capital Management LLC, Quantbot Technologies LP, Soroban Capital Partners LP, Steadfast Capital Management LP, Susquehanna International Group LLP, TCI Fund Management Ltd, Tudor Investment Corp, Two Sigma Advisers LP, and 6 more
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.