L3VLUP
Quarter end
30 Jun 2024
the date the book describes
Filed
5 Nov 2026
latest of these filings; the earliest 2 Aug 2024
Managers listing it
27
at least, of 95 tracked, among listed positions
Comparable managers
94
filed both Q1 2024 and Q2 2024; 21 listed it in both
Shares listed
98,084,207
combined, among listed positions
Reported value
$11.6bn
combined, at the quarter end

Among the 94 comparable managers: 15 buyers (opened or added shares) and 9 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.

Managers listing APO in Q2 2024

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q1 2024, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

27 of 27 holders

ActionFiling
Capital World Investors31,484,135$3.7bn0.61%Trimmed-211,92413 Aug 2024 (the filing on sec.gov)
Fidelity (FMR LLC)18,046,223$2.1bn0.14%Added+3,034,2535 Nov 2026 (the filing on sec.gov)
Tiger Global Management LLC12,285,193$1.5bn6.71%Held014 Aug 2024 (the filing on sec.gov)
Capital Research Global Investors7,368,290$870m0.19%Added+2,629,72513 Aug 2024 (the filing on sec.gov)
T. Rowe Price Associates Inc6,212,502$734m0.09%Trimmed-189,56114 Aug 2024 (the filing on sec.gov)
Millennium Management LLC5,810,607$686m0.32%Added+1,989,74714 Aug 2024 (the filing on sec.gov)
D. E. Shaw & Co.3,161,073$373m0.35%Trimmed-180,09214 Aug 2024 (the filing on sec.gov)
Neuberger Berman Group LLC3,109,362$367m0.30%Added+159,68414 Nov 2024 (the filing on sec.gov)
Jane Street Group LLC1,344,304$159munder 0.1%Added+521,24415 Aug 2024 (the filing on sec.gov)
Janus Henderson Group Ltd1,334,463$158m0.08%Trimmed-438,02314 Aug 2024 (the filing on sec.gov)
Markel Group Inc1,012,500$120m1.18%Held02 Aug 2024 (the filing on sec.gov)
Third Point LLC1,000,000$118m1.35%Held014 Aug 2024 (the filing on sec.gov)
Viking Global Investors LP971,224$115m0.44%Newnew14 Aug 2024 (the filing on sec.gov)
Marshall Wace LLP955,673$113m0.15%Added+408,10514 Aug 2024 (the filing on sec.gov)
Balyasny Asset Management LLC946,937$112m0.20%Added+139,34514 Aug 2024 (the filing on sec.gov)
AllianceBernstein LP767,947$91munder 0.1%Trimmed-475,55514 Aug 2024 (the filing on sec.gov)
Point72 Asset Management LP637,790$75m0.20%Added+291,92516 Sep 2024 (the filing on sec.gov)
MFS Investment Management533,344$63munder 0.1%Newnew9 Aug 2024 (the filing on sec.gov)
AQR Capital Management LLC424,978$50m0.08%Trimmed-36,79914 Aug 2024 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC141,588$17m0.11%Addedn.a.14 Aug 2024 (the filing on sec.gov)
Hudson Bay Capital Management LP120,000$14m0.07%Newnew14 Aug 2024 (the filing on sec.gov)
Element Capital Management LLC93,709$11m0.86%Newnew8 Aug 2024 (the filing on sec.gov)
Acadian Asset Management LLC92,768$11munder 0.1%Trimmed-234,7386 Aug 2024 (the filing on sec.gov)
Moore Capital Management LP78,250$9.2m0.16%Added+31,25014 Aug 2024 (the filing on sec.gov)
Holocene Advisors LP63,756$7.5munder 0.1%Newnew14 Aug 2024 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q1 2024 to Q2 2024, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
25 in Q3 2024 to 17 in Q2 2026

Tracked managers listing it, at least.

010203020222023202420252026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
APO by quarter
QuarterHoldersReported valueBuyersSellers
Q1 202213$3.8bnn.a.n.a.
Q2 202210$3.0bnn.a.n.a.
Q3 202214$2.8bnn.a.n.a.
Q4 202213$3.8bnn.a.n.a.
Q1 202312$4.0bnn.a.n.a.
Q2 202311$5.3bnn.a.n.a.
Q3 202321$7.2bnn.a.n.a.
Q4 202322$8.0bn139
Q1 202423$10.0bn129
Q2 202427$11.6bn159
Q3 202425$12.6bn1411
Q4 202424$15.8bn1212
Q1 202526$11.5bn1512
Q2 202523$11.7bn1111
Q3 202517$11.4bn109
Q4 202513$12.0bn1516
Q1 202617$9.2bn1916
Q2 202617$9.6bn1519

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

APO and V →APO and AXP →APO and BAC →Choose a stock to compare with APO →

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. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own APO, latest filings →Back to the 13F Explorer →