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
- 26
- Reported value
- $11.5bn
- Buyers
- 15
- Sellers
- 12
Breadth +3 among 95 comparable managers.
Visa Inc
- Holders
- 43
- Reported value
- $83.5bn
- Buyers
- 19
- Sellers
- 23
Breadth -4 among 95 comparable managers.
Who holds both, Q1 2025
Both (19)
AllianceBernstein LP, Artisan Partners LP, Capital Research Global Investors, Capital World Investors, D. E. Shaw & Co., Fidelity (FMR LLC), Holocene Advisors LP, Invesco Ltd, Janus Henderson Group Ltd, Markel Group Inc, MFS Investment Management, Moore Capital Management LP, Neuberger Berman Group LLC, Renaissance Technologies LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Walleye Capital LLC, Woodline Partners LP
Only APO (7)
Brevan Howard Capital Management LP, D1 Capital Partners LP, Eisler Capital Management Ltd, Freestone Grove Partners LP, Quantbot Technologies LP, Third Point LLC, Tiger Global Management LLC
Only V (24)
Acadian Asset Management LLC, Akre Capital Management LLC, AQR Capital Management LLC, Arrowstreet Capital LP, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Bridgewater Associates LP, Caxton Associates LLP, Dodge & Cox, Egerton Capital UK LLP, Element Capital Management LLC, Farallon Capital Management LLC, GAMCO Investors Inc, Harris Associates LP, Man Group PLC, Marshall Wace LLP, Polen Capital Management LLC, Soroban Capital Partners LP, TCI Fund Management Ltd, ValueAct Holdings LP, Verition Fund Management LLC, Viking Global Investors LP, Voloridge Investment Management LLC, Wellington Management Group LLP
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.