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
- $9.6bn
- Buyers
- 15
- Sellers
- 19
Breadth -4 among 91 comparable managers.
Visa Inc
- Holders
- 52
- Reported value
- $81.9bn
- Buyers
- 31
- Sellers
- 28
Breadth +3 among 91 comparable managers.
Who holds both, Q2 2026
Both (14)
AllianceBernstein LP, Balyasny Asset Management LLC, Capital Research Global Investors, Capital World Investors, Fidelity (FMR LLC), Freestone Grove Partners LP, Janus Henderson Group Ltd, Markel Group Inc, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, T. Rowe Price Associates Inc, Tiger Global Management LLC, Woodline Partners LP
Only APO (3)
D1 Capital Partners LP, Marshall Wace LLP, Soros Fund Management LLC
Only V (38)
Acadian Asset Management LLC, Akre Capital Management LLC, AQR Capital Management LLC, Artisan Partners LP, Baupost Group LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Caxton Associates LLP, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, Egerton Capital UK LLP, ExodusPoint Capital Management LP, GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Lone Pine Capital LLC, Man Group PLC, Maverick Capital Ltd, MFS Investment Management, Pershing Square Capital Management LP, Point72 Asset Management LP, and 13 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.