Dimensional Fund Advisors
APO icon

Dimensional Fund Advisors’s Apollo Global Management APO Stock Holding History

Dimensional Fund Advisors’s Portfolio APO Stock Details APO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$250M Buy
2,115,596
+139,513
+7% +$17.5M 0.05% 497
2026
Q1 		$220M Buy
1,976,083
+266,732
+16% +$33.1M 0.05% 506
2025
Q4 		$247M Buy
1,709,351
+322,322
+23% +$42.8M 0.05% 439
2025
Q3 		$185M Buy
1,387,029
+33,402
+2% +$4.73M 0.04% 592
2025
Q2 		$192M Buy
1,353,627
+9,473
+0.7% +$1.26M 0.04% 527
2025
Q1 		$184M Buy
1,344,154
+1,297
+0.1% +$199K 0.05% 520
2024
Q4 		$222M Buy
1,342,857
+198,656
+17% +$31.5M 0.05% 424
2024
Q3 		$143M Buy
1,144,201
+43,381
+4% +$5.01M 0.03% 733
2024
Q2 		$130M Buy
1,100,820
+91,506
+9% +$10.4M 0.03% 738
2024
Q1 		$113M Sell
1,009,314
-3,556
-0.4% -$375K 0.03% 848
2023
Q4 		$94.4M Buy
1,012,870
+14,303
+1% +$1.26M 0.03% 952
2023
Q3 		$89.6M Sell
998,567
-328,739
-25% -$27.6M 0.03% 891
2023
Q2 		$102M Sell
1,327,306
-359,942
-21% -$24.1M 0.03% 821
2023
Q1 		$107M Buy
+1,687,248
New +$113M 0.04% 744
2022
Q3 		$90.9M Sell
1,953,802
-544,253
-22% -$29.9M 0.03% 772
2022
Q2 		$121M Sell
2,498,055
-282,992
-10% -$15.4M 0.04% 583
2022
Q1 		$172M Buy
2,781,047
+2,576,938
+1,263% +$169M 0.05% 437
2021
Q4 		$14.8M Buy
204,109
+139,650
+217% +$10.1M ﹤0.01% 2150
2021
Q3 		$3.97M Buy
64,459
+15,838
+33% +$952K ﹤0.01% 2648
2021
Q2 		$3.02M Buy
48,621
+5,850
+14% +$324K ﹤0.01% 2751
2021
Q1 		$2.01M Buy
42,771
+12,975
+44% +$631K ﹤0.01% 2853
2020
Q4 		$1.46M Buy
29,796
+5,010
+20% +$224K ﹤0.01% 2893
2020
Q3 		$1.11M Buy
+24,786
New +$1.19M ﹤0.01% 2907

Other funds holding APO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $6.92B AUM 24.7% 1-Year Est. Return

Dimensional Fund Advisors's APO Position: Q2 2026 in Review

Dimensional Fund Advisors increased its Apollo Global Management (APO) stake by 7.1% in Q2 2026, buying an estimated $17.5M and bringing the position to 2,115,596 shares worth $250M. The position accounts for 0.05% of the portfolio, ranked #497.

Dimensional Fund Advisors first reported a position in APO in Q3 2020 and has held it in 23 quarters since. 1,176 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • Dimensional Fund Advisors held 2,115,596 shares of Apollo Global Management worth $250M as of Q2 2026.
  • Dimensional Fund Advisors bought 139,513 Apollo Global Management shares in Q2 2026, an estimated $17.5M.
  • Apollo Global Management made up 0.05% of Dimensional Fund Advisors's portfolio in Q2 2026, its #497 holding.
  • Dimensional Fund Advisors first reported a position in Apollo Global Management in Q3 2020 and has held it in 23 quarters since.
  • 1,176 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Dimensional Fund Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.