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
- 17
- Reported value
- $9.2bn
- Buyers
- 19
- Sellers
- 16
Breadth +3 among 91 comparable managers.
Visa Inc
- Holders
- 49
- Reported value
- $73.3bn
- Buyers
- 31
- Sellers
- 27
Breadth +4 among 91 comparable managers.
Who holds both, Q1 2026
Both (13)
AllianceBernstein LP, Capital Research Global Investors, Capital World Investors, Fidelity (FMR LLC), Holocene Advisors LP, Janus Henderson Group Ltd, Markel Group Inc, Moore Capital Management LP, Neuberger Berman Group LLC, T. Rowe Price Associates Inc, Walleye Capital LLC, Wellington Management Group LLP, Winton Group Ltd
Only APO (4)
Brevan Howard Capital Management LP, D1 Capital Partners LP, Soros Fund Management LLC, Tiger Global Management LLC
Only V (36)
Acadian Asset Management LLC, Akre Capital Management LLC, AQR Capital Management LLC, Artisan Partners LP, Balyasny Asset Management LLC, Baupost Group LLC, Bridgewater Associates LP, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., Dodge & Cox, Egerton Capital UK LLP, ExodusPoint Capital Management LP, Farallon Capital Management LLC, GAMCO Investors Inc, Harris Associates LP, Invesco Ltd, Lone Pine Capital LLC, Man Group PLC, Marshall Wace LLP, Maverick Capital Ltd, MFS Investment Management, Millennium Management LLC, Point72 Asset Management LP, Polen Capital Management LLC, and 11 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.