SEC 13F Intelligence

Allen Investment Management, LLC / APO

Allen Investment Management, LLC’s Apollo Global Mgmt Inc Position

Does Allen Investment Management, LLC own Apollo Global Mgmt Inc (APO)? Yes2.22M shares worth $247M (+3.05% of its 13F portfolio) as of Q1 2026, down from 2.42M shares the prior filed quarter.

Position Value
$247M
Q1 2026
Shares
2.22M
% of Portfolio
+3.05%
Quarters Held
17
currently held

Position History APO

Reported value by quarter
Q1 ’22: $279,000Q1 ’22Q2 ’22: $218,000Q3 ’22: $209,000Q4 ’22: $287,055Q4 ’22Q1 ’23: $3MQ2 ’23: $3MQ3 ’23: $7MQ3 ’23Q4 ’23: $7MQ1 ’24: $9MQ2 ’24: $9MQ2 ’24Q3 ’24: $13MQ4 ’24: $381MQ1 ’25: $362MQ1 ’25Q2 ’25: $406MQ3 ’25: $347MQ4 ’25: $350MQ4 ’25Q1 ’26: $247Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20262.22M$247M+3.05%
Q4 20252.42M$350M+3.88%
Q3 20252.60M$347M+3.85%
Q2 20252.86M$406M+4.42%
Q1 20252.64M$362M+4.22%
Q4 20242.31M$381M+4.40%
Q3 2024107.0K$13M+0.16%
Q2 202478.3K$9M+0.11%
Q1 202478.3K$9M+0.11%
Q4 202378.3K$7M+0.10%
Q3 202378.2K$7M+0.10%
Q2 202339.9K$3M+0.05%
Q1 202339.9K$3M+0.04%
Q4 20224.5K$287,0550.00%
Q3 20224.5K$209,0000.00%
Q2 20224.5K$218,0000.00%
Q1 20224.5K$279,0000.00%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Allen Investment Management, LLC’s full portfolio or all institutional holders of APO.