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Apollo Global Management, Inc. (APO)
USD119.92
+1.09 (+0.92%)
US NYSE S&P 500
Financial Services Asset Management
Address
9 West 57th Street 10019
New York City, NY, US
New York City, NY, US
CEO
Marc Jeffrey Rowan
IPO
2011-03-30
CIK 1858681 ISIN US03769M1062
Also trades on
New York Stock Exchange · AAM-PA (USD)
New York Stock Exchange · AAM-PB (USD)
New York Stock Exchange · APO (USD)
New York Stock Exchange · APO-PA (USD)
New York Stock Exchange · APO-PB (USD)
New York Stock Exchange · APOS (USD)
Description
Apollo Global Management, Inc. operates as a prominent investment management firm, primarily concentrating its efforts across credit, private equity, and real estate asset classes. Within its private equity division, Apollo engages in a broad spectrum of transactions, ranging from traditional management buyouts, recapitalizations, and distressed acquisitions to corporate carve-outs, growth capital infusions, turnaround financing, bridge loans, strategic acquisitions, and industry consolidation initiatives. This also includes debt investments in real estate and corporate partnerships, along with investments in distressed assets and special situations within the middle market. Its client base is diverse, encompassing sovereign wealth and endowment funds, as well as various other institutional and private investors. The firm constructs and oversees bespoke portfolios for clients and actively manages a suite of investment vehicles, including hedge funds, real estate funds, and private equity funds. Globally, Apollo also deploys capital in fixed income and alternative investment markets. Its fixed income strategies span a wide array, featuring income-oriented senior secured loans, corporate bonds, collateralized loan obligations (CLOs), structured credit products, opportunistic and non-performing loans, distressed debt, mezzanine financing, and other value-oriented fixed income instruments. Apollo seeks investment opportunities across numerous sectors, such as chemicals, energy (including oil, gas, natural resources), metals and mining, agriculture, consumer and retail, distribution and transportation, financial and business services, manufacturing and industrial, media (distribution, cable, entertainment), telecommunications, technology, packaging and materials, and satellite and wireless communications. Geographically, the firm targets investments in Africa, North America (with a strong emphasis on the United States), and Europe, while also making significant inroads into Western Europe and Asia. Its investment methodology combines contrarian insights with a rigorous focus on intrinsic value and distressed situations. Apollo typically commits equity capital ranging from $10 million to $1.5 billion per transaction, generally pursuing companies with an enterprise value between $750 million and $2.5 billion. Proprietary in-house research underpins its investment selection process. The firm is open to acquiring both minority and controlling stakes in its portfolio companies. Established in 1990 and headquartered in New York, New York, Apollo maintains additional offices across North America, Asia, and Europe to support its global operations.
News Sentiment (7d)
4 articles
- Apollo Global Management Is Due For Multiple Expansions Despite Private Credit Headlines Seeking Alpha
- Significant slowdown in AI payoff could tip economy into a recession, says Apollo Global's Slok CNBC Television
- US direct-lending activity falls even as private credit firms raise more cash Reuters
- Private Credit Is Coming to 401(k) Plans. These Are the Alternative Asset Managers Set to Cash In. Fool - Investing News
Market Cap & Enterprise Value
Merger & Acquisition History
Index membership
| Index | Added | Removed | Status |
|---|---|---|---|
| S&P 500 | 2024-12-23 | — | Active |
Technical Outlook
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Signal Summary
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| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
USD119.92
+1.09 (+0.92%)
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Volume Profile
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Liquidity & share structure
Average Volume
4M
Beta
1.49
Float Shares
450.64M
Free Float %
78.2%
Price Performance
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| +1.13% | +1.99% | +26.52% | +5.23% | -1.24% | -8.86% | -8.03% | +111.05% | +136.60% | +671.52% | +624.89% |
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From
To
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Annual Monthly Returns
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Daily Returns Distribution
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Revenue flow
Revenue by geography
Revenue by segment
From
To
Revenue composition
From
To
By product
By geography
Financial Statements
Select metrics from the tables below to build your comparison.
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
Analyst Consensus (28 ratings, all time)
Buy
Price Targets & DCF
Current price
119.92
Low
136.00
+13.4%
Consensus
157.25
+31.1%
Median
153.50
+28.0%
High
186.00
+55.1%
DCF (Unlevered)
566.60
+372.5%
DCF (Levered)
691.88
+476.9%
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
Ratings Trend (MoM)
70% Bullish
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 4 | -1 |
| Buy | 10 | 0 |
| Hold | 6 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
Price Target Summary
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | 2 |
153.50
+28.0%
|
| Last Year | 5 |
156.80
+30.8%
|
| All Time | 43 |
113.36
-5.5%
|
Quality scores
Altman Z-Score
0.33
Distress
Piotroski F-Score
5 / 9
Average
MOAT Score
3 / 10
No MOAT
Composite Rating
C+
Overall Score
2 / 5
Medium
DCF Score
3 / 5
Medium
ROE Score
3 / 5
Medium
ROA Score
3 / 5
Medium
D/E Score
2 / 5
Medium
P/E Score
1 / 5
Low
P/Book Score
1 / 5
Low
Operational MOAT
✗ Below peers
-
Revenue growth Asset Management: +17.4%+16.0% Q1'26: -11.1% (vs Q1'25)
-
EPS growth Asset Management: +22.7%-1.0% Q1'26: -576.5% (vs Q1'25)
-
FCF margin FCF growth · Asset Management: +27.7%+51.4% ★ Q1'26: +32.8% (vs Q1'25)
-
EBIT margin Asset Management: +50.6%+31.2% Q1'26: +7.3% (vs Q1'25)
-
ROIC Asset Management: +6.5%— Q1'26: +2.9% (vs Q1'25)
-
Share dilution Asset Management: +0.0%+0.6% Q1'26: +0.3% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Asset Management: -0.03×1.27× ★ Q1'26: 9.88× (vs Q1'25)
Valuation Multiples
From
To
Price Forecast (3Y)
From
To
Theoretical Return — If Invested Today
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
Consensus Estimates
| Metric |
Dec 2012 actual |
Dec 2013 actual |
Dec 2014 actual |
Dec 2015 actual |
Dec 2016 actual |
Dec 2017 actual |
Dec 2018 actual |
Dec 2019 actual |
Dec 2020 actual |
Dec 2021 actual |
Dec 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 4 Rev. Ana. 10 EPS Ana. |
Dec 2027 6 Rev. Ana. 11 EPS Ana. |
Dec 2028 2 Rev. Ana. 3 EPS Ana. |
Dec 2029 5 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
2.86B
est: 2.52B (+13.4%)
|
3.73B
est: 2.77B (+35.0%)
|
1.56B
est: 2.33B (-32.9%)
|
1.04B
est: 996.08M (+4.6%)
|
2.07B
est: 1.79B (+16.0%)
|
2.77B
est: 2.30B (+20.6%)
|
1.09B
est: 984.66M (+11.0%)
|
2.93B
est: 1.62B (+80.5%)
|
2.35B
est: 1.88B (+25.3%)
|
5.95B
est: 2.38B (+149.8%)
|
10.97B
est: 2.60B (+322.1%)
|
32.64B
est: 25.96B (+25.8%)
|
26.11B
est: 3.66B (+614.1%)
|
30.30B
est: 18.22B (+66.3%)
|
22.96B
22.40B – 23.62B
+26.0% YoY
|
26.69B
25.99B – 28.34B
+16.2% YoY
|
30.28B
29.36B – 31.42B
+13.5% YoY
|
8.43B
8.17B – 8.74B
-72.2% YoY
|
| EBITDA |
3.20B
est: 245.39M (+1,205.5%)
|
2.57B
est: 557.56M (+360.1%)
|
944.63M
est: 471.54M (+100.3%)
|
451.77M
est: 455.28M (-0.8%)
|
1.12B
est: 663.93M (+69.2%)
|
1.84B
est: 858.41M (+114.4%)
|
211.18M
est: 232.83M (-9.3%)
|
1.55B
est: 737.16M (+110.3%)
|
953.00M
est: 61.58M (+1,447.7%)
|
5.80B
est: 2.01B (+188.6%)
|
-3.50B
est: 832.72M (-519.8%)
|
6.65B
est: 8.01B (-17.1%)
|
8.85B
est: 1.13B (+683.8%)
|
10.49B
est: 5.63B (+86.4%)
|
7.09B
6.91B – 7.29B
+26.0% YoY
|
8.24B
8.02B – 8.75B
+16.2% YoY
|
9.35B
9.06B – 9.70B
+13.5% YoY
|
2.60B
2.52B – 2.70B
-72.2% YoY
|
| EBIT |
3.15B
est: 305.97M (+929.6%)
|
2.51B
est: 1.20B (+108.9%)
|
899.56M
est: 669.05M (+34.5%)
|
407.30M
est: 323.17M (+26.0%)
|
1.10B
est: 1.18B (-6.2%)
|
1.82B
est: 1.11B (+64.7%)
|
195.94M
est: 393.00M (-50.1%)
|
1.53B
est: 1.24B (+24.2%)
|
934.00M
est: 460.09M (+103.0%)
|
5.77B
est: 1.25B (+362.2%)
|
-4.03B
est: 766.92M (-624.8%)
|
5.84B
est: 7.22B (-19.1%)
|
7.77B
est: 1.02B (+664.2%)
|
9.45B
est: 5.07B (+86.4%)
|
6.39B
6.23B – 6.57B
+26.0% YoY
|
7.42B
7.23B – 7.88B
+16.2% YoY
|
8.42B
8.17B – 8.74B
+13.5% YoY
|
2.34B
2.27B – 2.43B
-72.2% YoY
|
| Net Income |
310.96M
est: 106.26M (+192.6%)
|
659.39M
est: 423.28M (+55.8%)
|
168.23M
est: 194.56M (-13.5%)
|
106.00M
est: 262.39M (-59.6%)
|
388.02M
est: 406.73M (-4.6%)
|
608.45M
est: 533.86M (+14.0%)
|
-28.50M
est: 66.23M (-143.0%)
|
807.96M
est: 799.06M (+1.1%)
|
157.00M
est: -208.67M (+175.2%)
|
1.84B
est: 1.33B (+38.7%)
|
-1.96B
est: 3.20B (-161.3%)
|
4.88B
est: 5.44B (-10.2%)
|
4.43B
est: 4.30B (+3.0%)
|
4.48B
est: 4.83B (-7.3%)
|
5.41B
5.15B – 5.66B
+11.8% YoY
|
6.51B
6.21B – 6.82B
+20.5% YoY
|
7.45B
6.26B – 8.54B
+14.4% YoY
|
8.00B
7.68B – 8.39B
+7.3% YoY
|
| SGA |
189.86M
est: 205.31M (-7.5%)
|
221.56M
est: 160.87M (+37.7%)
|
265.19M
est: 281.41M (-5.8%)
|
255.06M
est: 397.30M (-35.8%)
|
247.00M
est: 651.09M (-62.1%)
|
257.86M
est: 221.33M (+16.5%)
|
381.84M
est: 284.82M (+34.1%)
|
1.08B
est: 300.63M (+258.2%)
|
818.00M
est: 344.25M (+137.6%)
|
3.20B
est: 958.71M (+233.5%)
|
1.70B
est: 633.59M (+168.0%)
|
2.57B
est: 5.13B (-50.0%)
|
2.64B
est: 723.20M (+264.8%)
|
3.55B
est: 3.60B (-1.6%)
|
4.54B
4.43B – 4.67B
+26.0% YoY
|
5.28B
5.14B – 5.60B
+16.2% YoY
|
5.99B
5.81B – 6.21B
+13.5% YoY
|
1.67B
1.62B – 1.73B
-72.2% YoY
|
| EPS |
2.06
est: 1.09 (+89.9%)
|
4.06
est: 2.33 (+74.6%)
|
0.62
est: 2.43 (-74.4%)
|
0.61
est: 1.14 (-46.5%)
|
2.11
est: 2.15 (-2.1%)
|
3.12
est: 3.00 (+4.0%)
|
-0.30
est: 0.12 (-348.6%)
|
3.72
est: 2.33 (+59.4%)
|
0.44
est: 1.81 (-75.7%)
|
7.32
est: 4.53 (+61.7%)
|
-3.43
est: 5.29 (-164.8%)
|
8.32
est: 9.30 (-10.6%)
|
7.39
est: 7.10 (+4.1%)
|
7.31
est: 7.94 (-8.0%)
|
8.93
8.48 – 9.30
+12.4% YoY
|
10.69
10.22 – 11.22
+19.8% YoY
|
12.34
10.30 – 14.04
+15.4% YoY
|
13.15
12.63 – 13.80
+6.6% YoY
|
Recent Grade Changes (3M)
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-04-21 | Morgan Stanley | Overweight | Overweight | Maintain |
Historical Ratings (3M)
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-07 | C+ | 2/5 | 3/5 | 3/5 | 3/5 | 2/5 | 1/5 | 1/5 |
| 2026-05-06 | B | 3/5 | 3/5 | 5/5 | 3/5 | 2/5 | 2/5 | 1/5 |
| 2026-05-05 | B | 3/5 | 3/5 | 5/5 | 4/5 | 2/5 | 2/5 | 1/5 |
| 2026-05-04 | B | 3/5 | 3/5 | 5/5 | 4/5 | 2/5 | 2/5 | 1/5 |
| 2026-05-01 | B | 3/5 | 3/5 | 5/5 | 4/5 | 2/5 | 2/5 | 1/5 |
| 2026-04-30 | B | 3/5 | 3/5 | 5/5 | 4/5 | 2/5 | 2/5 | 1/5 |
| 2026-04-29 | B | 3/5 | 3/5 | 5/5 | 4/5 | 2/5 | 2/5 | 1/5 |
| 2026-04-28 | B | 3/5 | 3/5 | 5/5 | 4/5 | 2/5 | 2/5 | 1/5 |
| 2026-04-27 | B | 3/5 | 3/5 | 5/5 | 4/5 | 2/5 | 2/5 | 1/5 |
| 2026-04-24 | B+ | 3/5 | 4/5 | 5/5 | 4/5 | 2/5 | 2/5 | 1/5 |
| 2026-04-23 | B+ | 3/5 | 4/5 | 5/5 | 4/5 | 2/5 | 2/5 | 1/5 |
| 2026-04-22 | B+ | 3/5 | 4/5 | 5/5 | 4/5 | 2/5 | 2/5 | 1/5 |
| 2026-04-21 | B+ | 3/5 | 4/5 | 5/5 | 4/5 | 2/5 | 2/5 | 1/5 |
| 2026-04-20 | B+ | 3/5 | 4/5 | 5/5 | 4/5 | 2/5 | 2/5 | 1/5 |
| 2026-04-17 | B+ | 3/5 | 4/5 | 5/5 | 4/5 | 2/5 | 2/5 | 1/5 |
| 2026-04-16 | B+ | 3/5 | 4/5 | 5/5 | 4/5 | 2/5 | 2/5 | 1/5 |
| 2026-04-15 | B+ | 3/5 | 4/5 | 5/5 | 4/5 | 2/5 | 2/5 | 1/5 |
Owner Earnings
Owner's Earnings (history)
From
To
Owner alignment
Owner's Earnings TTM
6.10B
OE per share TTM
10.14
Owner's Yield
8.02%
Maintenance CapEx ratio
—
Maint CapEx / Avg PPE
1.9%
Ownership Overview
Ownership breakdown
At a glance
Institutional holders
406
Total invested
1.76B
Insider transactions (90d)
0
Beneficial owners (>5%)
10
Beneficial owners (>5%)
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Leon D. Black | 52.78M | 9.20% | 52.78M | — | 52.78M | — | IN | United States of America | 2022-08-16 | ↗ |
| 2 | The Vanguard Group - 23-1945930 | 35.87M | 6.27% | — | — | 34.81M | 1.05M | IA | Pennsylvania | 2023-02-09 | ↗ |
| 3 | Joshua Harris | 34.31M | 6.00% | 34.31M | — | 34.31M | — | IN | USA | 2024-10-16 | ↗ |
| 4 | MJH Partners II LLC | 33.74M | 5.90% | 33.74M | — | 33.74M | — | PN | DE | 2024-10-16 | ↗ |
| 5 | (1)Names of reporting persons. BlackRock, Inc. | 30.80M | 5.40% | 28.30M | — | 30.80M | — | HC | Delaware | 2023-02-03 | ↗ |
| 6 | MJH Partners III LLC | 17.27M | 3.00% | 17.27M | — | 17.27M | — | PN | DE | 2024-10-16 | ↗ |
| 7 | Heritage Trust u/a/d 11/12/2018 | 11.64M | 2.00% | 11.64M | — | 11.64M | — | OO | New York | 2022-03-03 | ↗ |
| 8 | LDB 2014 LLC | 6.65M | 1.20% | 6.65M | — | 6.65M | — | OO | Delaware | 2022-03-03 | ↗ |
| 9 | LDB 2018 GST TRUST | 14.0K | 0.00% | 14.0K | — | 14.0K | — | OO | New York | 2024-11-08 | ↗ |
| 10 | 95-1411037 | 13.00 | 5.30% | 30.55M | — | 30.55M | — | IA | Delaware | 2023-02-13 | ↗ |
Institutional Activity (13F)
Institutional ownership trend
From
To
13F snapshot — 2026 Q1
Investors holding
406
-857 vs prev Q
New positions
36
Closed positions
832
Increased
201
Reduced
154
Put/Call ratio
0.00
Calls held
7.0K
Puts held
—
Top institutional holders
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 47.76M +341.0K (+0.7%) | 6.91B +594.2M (+9.4%) | 7.86% -0.222 pp | 0.10% +0.006 pp | USD74.40 +94.6% | 16 qtrs — |
| 2 | BLACKROCK, INC. | 35.27M +1.4M (+4.2%) | 5.11B +596.2M (+13.2%) | 5.80% +0.037 pp | 0.09% +0.007 pp | USD137.80 +5.1% | 6 qtrs — |
| 3 | FMR LLC | 30.47M +5.8M (+23.3%) | 4.41B +1.1B (+33.9%) | 5.17% +0.962 pp | 0.22% +0.054 pp | USD109.91 +31.7% | 16 qtrs — |
| 4 | CAPITAL WORLD INVESTORS | 24.17M -4.0M (-14.3%) | 3.50B -261.9M (-7.0%) | 4.07% -0.738 pp | 0.48% -0.038 pp | USD66.27 +118.4% | 16 qtrs — |
| 5 | STATE STREET CORP | 19.44M +252.2K (+1.3%) | 2.81B +257.0M (+10.0%) | 3.20% -0.071 pp | 0.09% +0.006 pp | USD109.30 +32.4% | 16 qtrs — |
| 6 | CAPITAL RESEARCH GLOBAL INVESTORS | 11.00M +1.7M (+18.6%) | 1.59B +356.3M (+28.8%) | 1.85% +0.272 pp | 0.29% +0.062 pp | USD118.02 +22.7% | 11 qtrs — |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 10.20M +200.3K (+2.0%) | 1.47B +143.6M (+10.8%) | 1.68% -0.026 pp | 0.09% +0.006 pp | USD111.38 +30.0% | 16 qtrs — |
| 8 | CAPITAL INTERNATIONAL INVESTORS | 9.96M -748.3K (-7.0%) | 1.44B +14.6M (+1.0%) | 1.68% -0.148 pp | 0.23% -0.004 pp | USD65.14 +122.2% | 16 qtrs — |
| 9 | JPMORGAN CHASE & CO | 9.70M -595.0K (-5.8%) | 1.40B +32.2M (+2.3%) | 1.65% -0.107 pp | 0.09% +0.006 pp | USD130.86 +10.6% | 16 qtrs — |
| 10 | FRANKLIN RESOURCES INC | 9.41M +625.6K (+7.1%) | 1.36B +191.5M (+16.4%) | 1.58% +0.088 pp | 0.33% +0.042 pp | USD115.82 +25.0% | 16 qtrs — |
| 11 | NORGES BANK | 8.69M +8.7M (+100.0%) | 1.26B +1.3B (+100.0%) | 1.46% +1.463 pp | 0.13% +0.135 pp | USD144.76 +0.0% | 1 qtrs NEW |
| 12 | MORGAN STANLEY | 8.12M +2.5K (+0.0%) | 1.18B +93.6M (+8.7%) | 1.34% -0.047 pp | 0.07% +0.005 pp | USD81.33 +78.0% | 16 qtrs — |
| 13 | TIGER GLOBAL MANAGEMENT LLC | 6.21M +— (+0.0%) | 898.89M +71.3M (+8.6%) | 1.02% -0.036 pp | 3.03% +0.468 pp | USD73.88 +95.9% | 16 qtrs — |
| 14 | JANE STREET GROUP, LLC | 6.17M +2.8M (+82.6%) | 893.81M +443.0M (+98.3%) | 1.05% +0.472 pp | 0.14% +0.066 pp | USD148.16 -2.3% | 6 qtrs — |
| 15 | WELLS FARGO & COMPANY/MN | 5.90M +2.9M (+93.4%) | 854.08M +447.6M (+110.1%) | 0.97% +0.451 pp | 0.16% +0.078 pp | USD149.09 -2.9% | 8 qtrs — |
| 16 | UBS ASSET MANAGEMENT AMERICAS INC | 5.16M -149.0K (-2.8%) | 746.93M +39.4M (+5.6%) | 0.88% -0.028 pp | 0.16% +0.004 pp | USD109.53 +32.2% | 16 qtrs — |
| 17 | VICTORY CAPITAL MANAGEMENT INC | 5.09M +1.6M (+47.4%) | 736.78M +276.9M (+60.2%) | 0.86% +0.276 pp | 0.42% +0.147 pp | USD139.24 +4.0% | 16 qtrs — |
| 18 | NORTHERN TRUST CORP | 4.45M +62.8K (+1.4%) | 643.98M +59.5M (+10.2%) | 0.76% +0.008 pp | 0.08% +0.007 pp | USD102.42 +41.3% | 16 qtrs — |
| 19 | LEGAL & GENERAL GROUP PLC | 3.61M +155.9K (+4.5%) | 522.85M +62.3M (+13.5%) | 0.61% +0.019 pp | 0.12% +0.013 pp | USD67.81 +113.5% | 16 qtrs — |
| 20 | PRICE T ROWE ASSOCIATES INC /MD/ | 3.59M -2.3M (-39.2%) | 519.01M -267.1M (-34.0%) | 0.59% -0.415 pp | 0.06% -0.028 pp | USD114.03 +26.9% | 16 qtrs — |
| 21 | GOLDMAN SACHS GROUP INC | 3.57M -100.2K (-2.7%) | 516.67M +27.7M (+5.7%) | 0.61% -0.019 pp | 0.06% +0.004 pp | USD87.38 +65.7% | 16 qtrs — |
| 22 | BANK OF AMERICA CORP /DE/ | 3.39M +478.5K (+16.4%) | 491.38M +102.8M (+26.4%) | 0.56% +0.062 pp | 0.04% +0.009 pp | USD107.92 +34.1% | 16 qtrs — |
| 23 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 3.29M +98.9K (+3.1%) | 475.99M +51.0M (+12.0%) | 0.56% +0.015 pp | 0.07% +0.006 pp | USD113.78 +27.2% | 16 qtrs — |
| 24 | BOSTON PARTNERS | 3.28M +1.7M (+106.7%) | 474.38M +263.7M (+125.1%) | 0.56% +0.286 pp | 0.49% +0.275 pp | USD140.92 +2.7% | 4 qtrs — |
| 25 | CLEARBRIDGE INVESTMENTS, LLC | 3.15M -118.6K (-3.6%) | 456.66M +20.4M (+4.7%) | 0.53% -0.027 pp | 0.37% +0.037 pp | USD63.37 +128.4% | 16 qtrs — |
| 26 | BECK MACK & OLIVER LLC | 2.76M +7.1K (+0.3%) | 400.20M +32.7M (+8.9%) | 0.47% -0.004 pp | 7.27% +0.585 pp | USD73.41 +97.2% | 17 qtrs — |
| 27 | BANK OF NEW YORK MELLON CORP | 2.71M +260.9K (+10.6%) | 392.65M +65.9M (+20.2%) | 0.46% +0.039 pp | 0.07% +0.006 pp | USD96.80 +49.5% | 16 qtrs — |
| 28 | NEUBERGER BERMAN GROUP LLC | 2.62M -159.0K (-5.7%) | 379.47M +8.9M (+2.4%) | 0.45% -0.029 pp | 0.28% +0.012 pp | USD70.00 +106.8% | 16 qtrs — |
| 29 | MARINER, LLC | 2.43M +334.0K (+15.9%) | 355.00M +75.2M (+26.9%) | 0.41% +0.056 pp | 0.42% +0.061 pp | USD127.31 +13.7% | 16 qtrs — |
| 30 | ALLEN INVESTMENT MANAGEMENT LLC | 2.42M -183.1K (-7.0%) | 350.06M +3.4M (+1.0%) | 0.41% -0.036 pp | 3.88% +0.028 pp | USD157.25 -7.9% | 16 qtrs — |
| 31 | CURATED WEALTH PARTNERS LLC | 2.23M -3.8K (-0.2%) | 322.09M +25.1M (+8.4%) | 0.38% -0.002 pp | 34.81% -1.123 pp | USD118.80 +21.9% | 15 qtrs — |
| 32 | INVESCO LTD. | 2.00M -192.3K (-8.8%) | 288.88M -2.7M (-0.9%) | 0.33% -0.045 pp | 0.04% -0.002 pp | USD139.79 +3.6% | 16 qtrs — |
| 33 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1.79M +357.9K (+25.0%) | 258.92M +68.2M (+35.8%) | 0.29% +0.051 pp | 0.03% +0.008 pp | USD127.05 +13.9% | 16 qtrs — |
| 34 | UBS GROUP AG | 1.78M +206.0K (+13.1%) | 257.30M +47.9M (+22.9%) | 0.29% +0.025 pp | 0.04% +0.009 pp | USD135.88 +6.5% | 15 qtrs — |
| 35 | DIMENSIONAL FUND ADVISORS LP | 1.71M +322.3K (+23.2%) | 247.47M +62.5M (+33.8%) | 0.29% +0.052 pp | 0.05% +0.012 pp | USD96.42 +50.1% | 16 qtrs — |
| 36 | ALLIANCEBERNSTEIN L.P. | 1.71M +772.8K (+82.9%) | 246.82M +122.6M (+98.7%) | 0.28% +0.122 pp | 0.08% +0.039 pp | USD133.86 +8.1% | 16 qtrs — |
| 37 | BESSEMER GROUP INC | 1.54M -80.6K (-5.0%) | 222.45M +6.9M (+3.2%) | 0.26% -0.015 pp | 0.34% +0.012 pp | USD157.44 -8.1% | 10 qtrs — |
| 38 | HEARD CAPITAL LLC | 1.51M +53.3K (+3.7%) | 218.88M +24.5M (+12.6%) | 0.26% +0.008 pp | 10.28% +0.845 pp | USD107.87 +34.2% | 16 qtrs — |
| 39 | PARALLAX VOLATILITY ADVISERS, L.P. | 1.46M +309.1K (+26.8%) | 211.86M +58.0M (+37.7%) | 0.24% +0.044 pp | 0.42% +0.185 pp | USD135.62 +6.7% | 16 qtrs — |
| 40 | CITADEL ADVISORS LLC | 1.44M +124.3K (+9.5%) | 208.06M +33.1M (+18.9%) | 0.24% +0.013 pp | 0.03% +0.005 pp | USD116.81 +23.9% | 16 qtrs — |
| 41 | DEUTSCHE BANK AG\ | 1.41M +56.6K (+4.2%) | 203.67M +23.7M (+13.2%) | 0.24% +0.009 pp | 0.07% +0.006 pp | USD102.26 +41.6% | 16 qtrs — |
| 42 | COLONY GROUP, LLC | 1.40M +1.4M (+2,560.3%) | 203.32M +196.4M (+2,830.4%) | 0.24% +0.230 pp | 0.23% +0.221 pp | USD143.90 +0.6% | 9 qtrs — |
| 43 | NUVEEN, LLC | 1.38M -775.0 (-0.1%) | 199.77M +15.8M (+8.6%) | 0.23% -0.008 pp | 0.05% +0.004 pp | USD136.94 +5.7% | 4 qtrs — |
| 44 | AMUNDI | 1.38M +178.0K (+14.8%) | 199.33M +47.4M (+31.2%) | 0.23% +0.022 pp | 0.05% +0.005 pp | USD121.19 +19.4% | 16 qtrs — |
| 45 | COOPERMAN LEON G | 1.34M +— (+0.0%) | 193.54M +15.4M (+8.6%) | 0.23% -0.001 pp | 6.42% +0.859 pp | USD61.99 +133.5% | 16 qtrs — |
| 46 | SWISS NATIONAL BANK | 1.20M -62.2K (-4.9%) | 173.00M +5.4M (+3.2%) | 0.20% -0.013 pp | 0.10% +0.006 pp | USD83.90 +72.5% | 11 qtrs — |
| 47 | BANK OF MONTREAL /CAN/ | 1.17M +19.2K (+1.7%) | 169.22M +16.0M (+10.4%) | 0.20% +0.001 pp | 0.06% 0.000 pp | USD101.98 +41.9% | 16 qtrs — |
| 48 | D1 CAPITAL PARTNERS L.P. | 1.16M +— (+0.0%) | 167.78M +13.3M (+8.6%) | 0.19% -0.007 pp | 1.57% -0.206 pp | USD137.42 +5.3% | 4 qtrs — |
| 49 | JANUS HENDERSON GROUP PLC | 1.13M +5.5K (+0.5%) | 163.42M +13.7M (+9.2%) | 0.19% +0.000 pp | 0.07% +0.005 pp | USD65.74 +120.2% | 16 qtrs — |
| 50 | RAYMOND JAMES FINANCIAL INC | 1.12M +114.0K (+11.3%) | 161.92M +28.0M (+20.9%) | 0.19% +0.019 pp | 0.05% +0.007 pp | USD161.56 -10.4% | 5 qtrs — |
| 51 | BAHL & GAYNOR INC | 1.12M +119.8K (+12.0%) | 161.63M +28.8M (+21.7%) | 0.19% +0.018 pp | 0.82% +0.159 pp | USD138.97 +4.2% | 7 qtrs — |
| 52 | MENORA MIVTACHIM HOLDINGS LTD. | 1.10M +— (+0.0%) | 158.71M +12.6M (+8.6%) | 0.18% -0.006 pp | 0.75% +0.004 pp | USD116.80 +23.9% | 8 qtrs — |
| 53 | BNP PARIBAS ARBITRAGE, SNC | 1.08M +444.0K (+70.3%) | 155.65M +71.5M (+85.0%) | 0.18% +0.069 pp | 0.07% +0.026 pp | USD154.08 -6.0% | 5 qtrs — |
| 54 | BARCLAYS PLC | 1.03M -258.9K (-20.1%) | 149.25M -11.9M (-7.4%) | 0.17% -0.050 pp | 0.04% -0.006 pp | USD108.47 +33.5% | 16 qtrs — |
| 55 | MARKEL GROUP INC. | 1.01M +— (+0.0%) | 146.57M +11.6M (+8.6%) | 0.17% -0.001 pp | 1.17% +0.073 pp | USD61.99 +133.5% | 16 qtrs — |
| 56 | REGAL PARTNERS LTD | 989.1K +354.5K (+55.9%) | 143.18M +58.6M (+69.3%) | 0.17% +0.060 pp | 8.26% +2.205 pp | USD121.06 +19.6% | 9 qtrs — |
| 57 | MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD. | 962.0K +61.5K (+6.8%) | 141.04M +21.0M (+17.5%) | 0.16% +0.010 pp | 0.10% +0.009 pp | USD134.21 +7.9% | 16 qtrs — |
| 58 | SUMITOMO MITSUI TRUST HOLDINGS, INC. | 968.7K -82.6K (-7.9%) | 140.23M +122.3K (+0.1%) | 0.16% -0.015 pp | 0.08% +0.002 pp | USD57.78 +150.5% | 15 qtrs — |
| 59 | ROYAL BANK OF CANADA | 911.2K -624.7K (-40.7%) | 131.90M -72.8M (-35.6%) | 0.15% -0.112 pp | 0.02% -0.012 pp | USD121.17 +19.5% | 16 qtrs — |
| 60 | HSBC HOLDINGS PLC | 894.5K +59.6K (+7.1%) | 129.79M +18.9M (+17.1%) | 0.15% +0.010 pp | 0.07% +0.005 pp | USD132.78 +9.0% | 16 qtrs — |
| 61 | NATIONAL PENSION SERVICE | 869.1K +101.7K (+13.3%) | 125.82M +23.5M (+23.0%) | 0.15% +0.016 pp | 0.09% +0.014 pp | USD114.64 +26.3% | 16 qtrs — |
| 62 | MSA ADVISORS, LLC | 859.8K -56.4K (-6.2%) | 124.46M +2.4M (+1.9%) | 0.14% -0.015 pp | 31.16% +0.651 pp | USD101.27 +42.9% | 9 qtrs — |
| 63 | WILLIAMS JONES WEALTH MANAGEMENT, LLC. | 828.4K -137.6K (-14.2%) | 119.92M -8.8M (-6.9%) | 0.14% -0.028 pp | 1.35% -0.118 pp | USD95.73 +51.2% | 17 qtrs — |
| 64 | TCW GROUP INC | 780.7K +152.1K (+24.2%) | 113.01M +29.2M (+34.9%) | 0.13% +0.021 pp | 0.81% +0.108 pp | USD111.19 +30.2% | 16 qtrs — |
| 65 | CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 775.4K +5.6K (+0.7%) | 112.25M +9.7M (+9.4%) | 0.13% -0.001 pp | 0.06% +0.003 pp | USD62.39 +132.0% | 16 qtrs — |
| 66 | TEMASEK HOLDINGS (PRIVATE) LTD | 753.3K +676.4K (+879.2%) | 109.05M +98.8M (+963.6%) | 0.12% +0.111 pp | 0.35% +0.310 pp | USD143.59 +0.8% | 2 qtrs — |
| 67 | RHUMBLINE ADVISERS | 747.7K -22.2K (-2.9%) | 108.24M +5.6M (+5.5%) | 0.12% -0.008 pp | 0.09% +0.005 pp | USD92.76 +56.1% | 16 qtrs — |
| 68 | SELECT EQUITY GROUP, L.P. | 727.6K +30.2K (+4.3%) | 105.32M +12.4M (+13.3%) | 0.12% +0.001 pp | 0.45% +0.071 pp | USD91.48 +58.2% | 16 qtrs — |
| 69 | NOMURA HOLDINGS INC | 705.4K -110.0K (-13.5%) | 102.11M -6.6M (-6.0%) | 0.12% -0.019 pp | 0.14% -0.032 pp | USD127.66 +13.4% | 8 qtrs — |
| 70 | SHAOLIN CAPITAL MANAGEMENT LLC | 682.1K +682.1K (+100.0%) | 98.74M +98.7M (+100.0%) | 0.12% +0.116 pp | 3.05% +3.054 pp | USD144.76 +0.0% | 1 qtrs NEW |
| 71 | SQUAREPOINT OPS LLC | 674.2K -250.5K (-27.1%) | 97.60M -25.6M (-20.8%) | 0.11% -0.043 pp | 0.10% -0.020 pp | USD121.76 +18.9% | 14 qtrs — |
| 72 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 658.6K -403.0 (-0.1%) | 95.34M +7.5M (+8.6%) | 0.11% 0.000 pp | 0.10% +0.005 pp | USD66.15 +118.8% | 16 qtrs — |
| 73 | CORNERSTONE INVESTMENT PARTNERS, LLC | 632.7K +2.2K (+0.3%) | 91.59M +7.6M (+9.0%) | 0.11% +0.000 pp | 3.55% +0.040 pp | USD130.89 +10.6% | 6 qtrs — |
| 74 | AMERICAN CENTURY COMPANIES INC | 585.5K +982.0 (+0.2%) | 84.75M +6.9M (+8.8%) | 0.10% 0.000 pp | 0.04% +0.003 pp | USD157.46 -8.1% | 16 qtrs — |
| 75 | PARTNERS GROUP HOLDING AG | 572.5K -87.0K (-13.2%) | 82.88M -5.0M (-5.7%) | 0.10% -0.015 pp | 5.60% +0.716 pp | USD101.65 +42.4% | 16 qtrs — |
| 76 | ENSIGN PEAK ADVISORS, INC | 555.4K +30.1K (+5.7%) | 80.40M +10.4M (+14.9%) | 0.09% +0.004 pp | 0.14% +0.027 pp | USD88.56 +63.5% | 17 qtrs — |
| 77 | NEWBROOK CAPITAL ADVISORS LP | 555.2K +147.1K (+36.1%) | 80.37M +26.0M (+47.8%) | 0.09% +0.025 pp | 10.08% +3.426 pp | USD106.40 +36.1% | 16 qtrs — |
| 78 | WELLINGTON MANAGEMENT GROUP LLP | 551.6K +541.4K (+5,321.9%) | 79.85M +78.5M (+5,789.4%) | 0.09% +0.092 pp | 0.01% +0.014 pp | USD145.03 -0.2% | 16 qtrs — |
| 79 | FIL LTD | 544.8K +493.0 (+0.1%) | 78.86M +6.3M (+8.7%) | 0.09% 0.000 pp | 0.06% +0.002 pp | USD113.62 +27.4% | 16 qtrs — |
| 80 | SUVRETTA CAPITAL MANAGEMENT, LLC | 542.9K +111.6K (+25.9%) | 78.59M +21.1M (+36.7%) | 0.09% +0.016 pp | 1.61% +0.139 pp | USD111.69 +29.6% | 10 qtrs — |
| 81 | SENATOR INVESTMENT GROUP LP | 537.1K +199.8K (+59.2%) | 77.75M +32.8M (+73.0%) | 0.09% +0.034 pp | 3.12% +1.456 pp | USD117.62 +23.1% | 16 qtrs — |
| 82 | SIG BROKERAGE, LP | 522.9K -107.5K (-17.1%) | 75.70M -8.3M (-9.9%) | 0.09% -0.021 pp | 2.35% -0.070 pp | USD157.87 -8.3% | 5 qtrs — |
| 83 | ENVESTNET ASSET MANAGEMENT INC | 521.6K +27.1K (+5.5%) | 75.51M +9.6M (+14.6%) | 0.09% +0.002 pp | 0.02% +0.003 pp | USD89.22 +62.3% | 16 qtrs — |
| 84 | PRINCIPAL FINANCIAL GROUP INC | 513.6K +18.4K (+3.7%) | 74.35M +8.3M (+12.6%) | 0.09% +0.003 pp | 0.04% +0.005 pp | USD155.70 -7.0% | 16 qtrs — |
| 85 | NEW YORK STATE COMMON RETIREMENT FUND | 481.2K -5.7K (-1.2%) | 69.66M +4.8M (+7.4%) | 0.08% -0.002 pp | 0.09% +0.009 pp | USD97.83 +48.0% | 16 qtrs — |
| 86 | BLUE WHALE CAPITAL LLP | 471.9K -217.6K (-31.6%) | 68.31M -23.6M (-25.7%) | 0.08% -0.037 pp | 3.51% -1.576 pp | USD149.06 -2.9% | 5 qtrs — |
| 87 | CALLODINE CAPITAL MANAGEMENT, LP | 460.7K +134.3K (+41.2%) | 66.69M +23.2M (+53.3%) | 0.08% +0.023 pp | 5.36% +1.546 pp | USD140.80 +2.8% | 10 qtrs — |
| 88 | VAUGHAN DAVID INVESTMENTS LLC/IL | 454.9K -3.2K (-0.7%) | 65.85M +4.8M (+7.9%) | 0.08% -0.002 pp | 1.43% +0.116 pp | USD70.92 +104.1% | 17 qtrs — |
| 89 | OCO CAPITAL PARTNERS, L.P. | 450.0K +25.0K (+5.9%) | 65.14M +8.5M (+15.0%) | 0.08% +0.004 pp | 12.54% -5.644 pp | USD82.57 +75.3% | 16 qtrs — |
| 90 | CITIGROUP INC | 449.7K -219.5K (-32.8%) | 65.10M -24.1M (-27.0%) | 0.08% -0.038 pp | 0.03% -0.011 pp | USD106.60 +35.8% | 16 qtrs — |
| 91 | JOHNSON INVESTMENT COUNSEL INC | 444.1K +10.1K (+2.3%) | 64.28M +6.4M (+11.1%) | 0.07% -0.001 pp | 0.53% +0.042 pp | USD138.22 +4.7% | 4 qtrs — |
| 92 | FEDERATED HERMES, INC. | 440.4K -105.2K (-19.3%) | 63.76M -9.0M (-12.3%) | 0.07% -0.019 pp | 0.11% -0.022 pp | USD69.27 +109.0% | 16 qtrs — |
Ownership breakdown by holder
Insider Activity
Insider Activity — Latest Quarter
Ratio by transactions
0.75
Neutral
Ratio by volume
2.07
Bullish
Buys
9
Sells
12
Shares acquired
630.4K
Shares disposed
304.3K
Cash buys
—
Cash sales
—
Net activity
+326,114
Insider buys vs sells (history)
From
To
Recent insider transactions
From
To
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-02-18 | Zito John P. | Officer | F-InKind | D | Common Stock | 11,866 | 125.15 | 1.49M | 3,112,340 | D | ↗ |
| 2026-02-18 | Zelter James C | Director / Officer | F-InKind | D | Common Stock | 319 | 125.15 | 39.9K | 5,017,139 | D | ↗ |
| 2026-02-18 | Kelly Martin | Officer | F-InKind | D | Common Stock | 3,629 | 132.43 | 480.6K | 408,637 | D | ↗ |
| 2026-02-18 | Chatterjee Whitney | Officer | F-InKind | D | Common Stock | 4,899 | 132.43 | 648.8K | 136,490 | D | ↗ |
| 2026-02-17 | Kvalheim Grant | Officer | F-InKind | D | Common Stock | 5,042 | 132.43 | 667.7K | 2,171,518 | D | ↗ |
| 2026-02-17 | KLEINMAN SCOTT | Director / Officer | A-Award | A | Common Stock | 2,048 | 129.23 | 264.7K | 77,879 | I | ↗ |
| 2026-02-17 | Belardi James Richard | Director / Officer | F-InKind | D | Common Stock | 29,254 | 132.43 | 3.87M | 99,393 | I | ↗ |
| 2026-02-13 | Belardi James Richard | Director / Officer | M-Exempt | A | Common Stock | 147,813 | 29.55 | 4.37M | 224,126 | D | ↗ |
| 2026-02-11 | Zito John P. | Officer | F-InKind | D | Common Stock | 27,876 | 132.43 | 3.69M | 3,124,206 | D | ↗ |
| 2026-02-11 | Zelter James C | Director / Officer | F-InKind | D | Common Stock | 15,122 | 132.43 | 2.00M | 5,017,458 | D | ↗ |
| 2026-02-11 | Kinahan Kristiane Elaine | Officer | F-InKind | D | Common Stock | 725 | 132.43 | 96.0K | 17,374 | D | ↗ |
| 2026-02-11 | Kelly Martin | Officer | F-InKind | D | Common Stock | 28,390 | 132.43 | 3.76M | 412,266 | D | ↗ |
| 2026-02-11 | Chatterjee Whitney | Officer | F-InKind | D | Common Stock | 29,349 | 132.43 | 3.89M | 141,389 | D | ↗ |
| 2026-02-10 | Zito John P. | Officer | A-Award | A | Common Stock | 167,252 | 0.00 | — | 3,152,082 | D | ↗ |
| 2026-02-10 | Zelter James C | Director / Officer | A-Award | A | Common Stock | 29,313 | 0.00 | — | 5,032,580 | D | ↗ |
| 2026-02-10 | Kvalheim Grant | Officer | A-Award | A | Common Stock | 19,035 | 0.00 | — | 2,176,560 | D | ↗ |
| 2026-02-10 | Kinahan Kristiane Elaine | Officer | A-Award | A | Common Stock | 10,912 | 0.00 | — | 18,099 | D | ↗ |
| 2026-02-10 | Kelly Martin | Officer | A-Award | A | Common Stock | 116,087 | 0.00 | — | 440,656 | D | ↗ |
| 2026-02-10 | Chatterjee Whitney | Officer | A-Award | A | Common Stock | 96,046 | 0.00 | — | 170,738 | D | ↗ |
| 2026-02-10 | Belardi James Richard | Director / Officer | A-Award | A | Common Stock | 41,892 | 0.00 | — | 76,313 | D | ↗ |
| 2026-01-27 | LDB C LLC | Other | — | — | Common Stock | 0 | 0.00 | — | 3,000,000 | D | ↗ |
| 2025-12-11 | HARRIS JOSHUA | Other | J-Other | A | Forward Sale Contract (obligation to sell) | 1 | 0.00 | — | 1 | I | ↗ |
| 2025-12-11 | Belardi James Richard | Director / Officer | G-Gift | D | Common Stock | 33,263 | 0.00 | — | 76,313 | D | ↗ |
| 2025-12-10 | Chatterjee Whitney | Officer | S-Sale | D | Common Stock | 8,500 | 146.03 | 1.24M | 74,692 | D | ↗ |
| 2025-12-03 | Kelly Martin | Officer | G-Gift | D | Common Stock | 460 | 0.00 | — | 324,569 | D | ↗ |
| 2025-12-02 | Belardi James Richard | Director / Officer | G-Gift | D | Common Stock | 1,500 | 0.00 | — | 154,481 | I | ↗ |
| 2025-12-01 | Socrates Trust | Other | J-Other | D | Common Stock | 3,000,000 | 0.00 | — | 29,629,251 | D | ↗ |
| 2025-12-01 | Kelly Martin | Officer | S-Sale | D | Common Stock | 6,000 | 131.41 | 788.4K | 325,604 | D | ↗ |
| 2025-11-13 | KLEINMAN SCOTT | Director / Officer | A-Award | A | Common Stock | 10,136 | 129.64 | 1.31M | 75,831 | I | ↗ |
| 2025-11-06 | Zelter James C | Director / Officer | F-InKind | D | Common Stock | 2,636 | 133.75 | 352.6K | 5,003,267 | D | ↗ |
| 2025-11-05 | KLEINMAN SCOTT | Director / Officer | G-Gift | D | Common Stock | 26,295 | 0.00 | — | 240,297 | I | ↗ |
| 2025-10-22 | BLACK LEON D | Other | G-Gift | D | Common Stock | 119,820 | 0.00 | — | 26,466,101 | D | ↗ |
| 2025-10-21 | Mallory Trust | Other | — | — | Common Stock | 0 | 0.00 | — | 974,000 | D | ↗ |
| 2025-09-11 | ROWAN MARC J | Director / Officer | G-Gift | D | Common Stock | 134,000 | 0.00 | — | 1,692,160 | D | ↗ |
| 2025-09-04 | BLACK LEON D | Other | S-Sale | D | Common Stock | 915,000 | 134.03 | 122.64M | 4,526,000 | I | ↗ |
| 2025-08-14 | KLEINMAN SCOTT | Director / Officer | A-Award | A | Common Stock | 9,279 | 142.60 | 1.32M | 65,695 | I | ↗ |
| 2025-08-12 | Kelly Martin | Officer | G-Gift | D | Common Stock | 795 | 0.00 | — | 331,604 | D | ↗ |
| 2025-08-07 | Zelter James C | Director / Officer | F-InKind | D | Common Stock | 2,656 | 145.87 | 387.4K | 5,049,287 | D | ↗ |
| 2025-08-06 | Chatterjee Whitney | Officer | S-Sale | D | Common Stock | 4,500 | 146.03 | 657.1K | 83,192 | D | ↗ |
| 2025-07-18 | BLACK LEON D | Other | G-Gift | D | Common Stock | 442,000 | 0.00 | — | 33,555,048 | D | ↗ |
| 2025-07-15 | BLACK LEON D | Other | G-Gift | D | Common Stock | 59,000 | 0.00 | — | 5,441,000 | I | ↗ |
| 2025-07-01 | SWANN LYNN C | Director | A-Award | A | Common Stock | 1,446 | 0.00 | — | 18,462 | D | ↗ |
| 2025-07-01 | SIMON DAVID | Director | A-Award | A | Common Stock | 1,446 | 0.00 | — | 13,263 | D | ↗ |
| 2025-07-01 | RICHARDS PAULINE | Director | A-Award | A | Common Stock | 1,446 | 0.00 | — | 87,850 | D | ↗ |
| 2025-07-01 | O'Neill Mitra | Director | A-Award | A | Common Stock | 1,446 | 0.00 | — | 30,344 | D | ↗ |
| 2025-07-01 | Leach Brian | Director | A-Award | A | Common Stock | 1,446 | 0.00 | — | 39,949 | D | ↗ |
| 2025-07-01 | Kvalheim Grant | Officer | — | — | Common Stock | 0 | 0.00 | — | 2,157,525 | D | ↗ |
| 2025-07-01 | JOYNER PAMELA J | Director | A-Award | A | Common Stock | 1,446 | 0.00 | — | 14,935 | D | ↗ |
| 2025-07-01 | Healey Kerry Murphy | Director | A-Award | A | Common Stock | 1,446 | 0.00 | — | 20,705 | D | ↗ |
| 2025-07-01 | COHN GARY D | Director | A-Award | A | Common Stock | 1,808 | 0.00 | — | 1,808 | D | ↗ |
| 2025-07-01 | BIBLIOWICZ JESSICA M | Director | A-Award | A | Common Stock | 1,446 | 0.00 | — | 14,472 | D | ↗ |
| 2025-07-01 | BEILINSON MARC A | Director | A-Award | A | Common Stock | 1,446 | 0.00 | — | 113,707 | D | ↗ |
| 2025-06-30 | Kinahan Kristiane Elaine | Officer | — | — | Common Stock | 0 | 0.00 | — | 7,187 | D | ↗ |
| 2025-06-20 | COHN GARY D | Director | E-ExpireShort | D | Short put option (obligation to buy) | 100 | 120.00 | 12.0K | 0 | I | ↗ |
| 2025-05-28 | Kelly Martin | Officer | G-Gift | D | Common Stock | 25,035 | 0.00 | — | 347,899 | D | ↗ |
| 2025-05-14 | KLEINMAN SCOTT | Director / Officer | A-Award | A | Common Stock | 3,966 | 136.02 | 539.5K | 56,416 | I | ↗ |
| 2025-05-12 | RICHARDS PAULINE | Director | P-Purchase | A | Common Stock | 550 | 141.95 | 78.1K | 86,404 | D | ↗ |
| 2025-05-09 | Zelter James C | Director / Officer | F-InKind | D | Common Stock | 2,902 | 133.98 | 388.8K | 5,051,943 | D | ↗ |
| 2025-05-06 | Kelly Martin | Officer | G-Gift | D | Common Stock | 230 | 0.00 | — | 372,934 | D | ↗ |
| 2025-05-05 | O'Neill Mitra | Director | A-Award | A | Common Stock | 1,767 | 0.00 | — | 28,898 | D | ↗ |
| 2025-05-05 | Krongard A B | Director | A-Award | A | Common Stock | 1,362 | 0.00 | — | 80,669 | D | ↗ |
| 2025-05-05 | BIBLIOWICZ JESSICA M | Director | A-Award | A | Common Stock | 1,520 | 0.00 | — | 13,026 | D | ↗ |
| 2025-04-21 | COHN GARY D | Director | — | — | Put Option (Obligation to Buy) | 10,000 | 120.00 | 1.20M | 0 | I | ↗ |
| 2025-04-04 | LB 2018 GST Trust | Other | P-Purchase | A | Common Stock | 607,725 | 111.40 | 67.70M | 621,754 | D | ↗ |
| 2025-04-04 | BLACK LEON D | Other | S-Sale | D | Common Stock | 607,725 | 111.40 | 67.70M | 33,997,048 | D | ↗ |
| 2025-03-19 | BLACK LEON D | Other | S-Sale | D | Common Stock | 498,071 | 142.00 | 70.73M | 34,606,702 | D | ↗ |
| 2025-03-01 | Leach Brian | Director | — | — | Common Stock | 0 | 0.00 | — | 38,503 | D | ↗ |
| 2025-02-28 | Zito John P. | Officer | F-InKind | D | Common Stock | 22,228 | 162.06 | 3.60M | 2,984,830 | D | ↗ |
| 2025-02-28 | Zelter James C | Director / Officer | F-InKind | D | Common Stock | 3,319 | 162.06 | 537.9K | 5,054,845 | D | ↗ |
| 2025-02-28 | Belardi James Richard | Director / Officer | L-Small | A | Common Stock | 1 | 149.49 | 140.55 | 305 | I | ↗ |
| 2025-02-13 | Kelly Martin | Officer | S-Sale | D | Common Stock | 5,000 | 158.28 | 791.4K | 377,164 | D | ↗ |
| 2025-02-13 | KLEINMAN SCOTT | Director / Officer | A-Award | A | Common Stock | 1,594 | 163.88 | 261.2K | 52,450 | I | ↗ |
| 2025-02-12 | Zito John P. | Officer | F-InKind | D | Common Stock | 45,041 | 165.75 | 7.47M | 3,007,058 | D | ↗ |
| 2025-02-12 | Zelter James C | Director / Officer | F-InKind | D | Common Stock | 35,198 | 165.75 | 5.83M | 5,058,164 | D | ↗ |
| 2025-02-12 | Tanguy Louis-Jacques | Officer | F-InKind | D | Common Stock | 2,279 | 165.75 | 377.7K | 27,055 | D | ↗ |
| 2025-02-12 | Kelly Martin | Officer | F-InKind | D | Common Stock | 36,604 | 165.75 | 6.07M | 382,164 | D | ↗ |
| 2025-02-12 | Chatterjee Whitney | Officer | F-InKind | D | Common Stock | 29,548 | 165.75 | 4.90M | 87,692 | D | ↗ |
| 2025-02-07 | Zito John P. | Officer | F-InKind | D | Common Stock | 15,560 | 165.75 | 2.58M | 3,052,099 | D | ↗ |
| 2025-02-07 | Kelly Martin | Officer | G-Gift | D | Common Stock | 305 | 0.00 | — | 418,768 | D | ↗ |
| 2025-02-07 | Belardi James Richard | Director / Officer | F-InKind | D | Common Stock | 43,799 | 165.75 | 7.26M | 249,766 | I | ↗ |
| 2025-02-05 | Zito John P. | Officer | A-Award | A | Common Stock | 74,292 | 0.00 | — | 2,897,278 | D | ↗ |
| 2025-02-05 | Zelter James C | Director / Officer | A-Award | A | Common Stock | 86 | 0.00 | — | 5,093,362 | D | ↗ |
| 2025-02-05 | Tanguy Louis-Jacques | Officer | A-Award | A | Common Stock | 6,231 | 0.00 | — | 29,334 | D | ↗ |
| 2025-02-05 | Kelly Martin | Officer | A-Award | A | Common Stock | 4,451 | 0.00 | — | 421,362 | D | ↗ |
| 2025-02-05 | Belardi James Richard | Director / Officer | A-Award | A | Common Stock | 21,082 | 0.00 | — | 0 | D | ↗ |
| 2025-01-09 | Zito John P. | Officer | — | — | Common Stock | 0 | 0.00 | — | 2,822,986 | D | ↗ |
| 2024-12-12 | Zelter James C | Director / Officer | G-Gift | D | Common Stock | 112,560 | 0.00 | — | 999,940 | I | ↗ |
| 2024-12-12 | Belardi James Richard | Director / Officer | G-Gift | D | Common Stock | 28,200 | 0.00 | — | 524,489 | I | ↗ |
| 2024-12-11 | Belardi James Richard | Director / Officer | G-Gift | D | Common Stock | 1,500 | 0.00 | — | 155,981 | I | ↗ |
| 2024-12-10 | Tanguy Louis-Jacques | Officer | S-Sale | D | Common Stock | 2,500 | 176.50 | 441.3K | 23,103 | D | ↗ |
| 2024-12-10 | Kelly Martin | Officer | S-Sale | D | Common Stock | 10,000 | 173.66 | 1.74M | 307,019 | D | ↗ |
| 2024-12-09 | Zelter James C | Director / Officer | S-Sale | D | Common Stock | 300 | 178.48 | 53.5K | 621,165 | I | ↗ |
| 2024-12-09 | ROWAN MARC J | Director / Officer | J-Other | A | Forward Sale Contract (obligation to sell) | 600,000 | 0.00 | — | 1 | I | ↗ |
| 2024-12-05 | KLEINMAN SCOTT | Director / Officer | G-Gift | D | Common Stock | 21,564 | 0.00 | — | 266,592 | I | ↗ |
| 2024-12-05 | Chatterjee Whitney | Officer | G-Gift | D | Common Stock | 461 | 0.00 | — | 117,240 | D | ↗ |
| 2024-12-04 | KLEINMAN SCOTT | Director / Officer | S-Sale | D | Common Stock | 466 | 173.58 | 80.9K | 50,918 | I | ↗ |
| 2024-12-04 | BLACK LEON D | Other | S-Sale | D | Common Stock | 50,381 | 173.26 | 8.73M | 35,112,592 | D | ↗ |
| 2024-12-03 | Kelly Martin | Officer | S-Sale | D | Common Stock | 5,000 | 172.61 | 863.1K | 320,564 | D | ↗ |
| 2024-12-03 | KLEINMAN SCOTT | Director / Officer | S-Sale | D | Common Stock | 37,585 | 173.66 | 6.53M | 402,779 | I | ↗ |
| 2024-12-03 | Chatterjee Whitney | Officer | S-Sale | D | Common Stock | 1,587 | 173.75 | 275.7K | 117,701 | D | ↗ |
| 2024-12-03 | BLACK LEON D | Other | S-Sale | D | Common Stock | 89,973 | 173.66 | 15.62M | 5,558,350 | I | ↗ |
| 2024-12-02 | BLACK LEON D | Other | S-Sale | D | Common Stock | 44,229 | 174.94 | 7.74M | 5,889,849 | I | ↗ |
| 2024-11-29 | Belardi James Richard | Director / Officer | L-Small | A | Common Stock | 1 | 175.01 | 140.18 | 304 | I | ↗ |
| 2024-11-27 | Zelter James C | Director / Officer | F-InKind | D | Common Stock | 33 | 163.63 | 5.4K | 5,032,448 | D | ↗ |
| 2024-11-19 | HARRIS JOSHUA | Other | J-Other | A | Forward Sale Contract (obligation to sell) | 1 | 0.00 | — | 1 | I | ↗ |
| 2024-11-14 | KLEINMAN SCOTT | Director / Officer | A-Award | A | Common Stock | 12,093 | 156.48 | 1.89M | 55,329 | I | ↗ |
| 2024-11-13 | Zelter James C | Director / Officer | F-InKind | D | Common Stock | 5,173 | 163.67 | 846.7K | 5,032,481 | D | ↗ |
| 2024-11-13 | Kelly Martin | Officer | F-InKind | D | Common Stock | 2,516 | 163.67 | 411.8K | 325,564 | D | ↗ |
| 2024-11-06 | HARRIS JOSHUA | Other | J-Other | A | Forward Sale Contract (obligation to sell) | 1 | 0.00 | — | 1 | I | ↗ |
| 2024-11-01 | Socrates Trust | Other | G-Gift | D | Common Stock | 14,029 | 0.00 | — | 32,629,251 | D | ↗ |
| 2024-11-01 | LB 2018 GST Trust | Other | — | — | Common Stock | 0 | 0.00 | — | 14,029 | D | ↗ |
| 2024-10-14 | HARRIS JOSHUA | Other | J-Other | A | Forward Sale Contract (obligation to sell) | 1 | 0.00 | — | 1 | I | ↗ |
| 2024-10-02 | HARRIS JOSHUA | Other | J-Other | A | Forward Sale Contract (obligation to sell) | 1 | 0.00 | — | 1 | I | ↗ |
| 2024-09-23 | HARRIS JOSHUA | Other | J-Other | A | Forward Sale Contract (obligation to sell) | 1 | 0.00 | — | 1 | I | ↗ |
| 2024-09-12 | Belardi James Richard | Director / Officer | G-Gift | D | Common Stock | 36,202 | 0.00 | — | 558,380 | — | ↗ |
| 2024-09-06 | O'Neill Mitra | Director | P-Purchase | A | Common Stock | 923 | 108.40 | 100.1K | 27,131 | — | ↗ |
| 2024-08-30 | Zelter James C | Director / Officer | F-InKind | D | Common Stock | 10 | 110.83 | 1.1K | 5,706,467 | — | ↗ |
| 2024-08-30 | Kelly Martin | Officer | F-InKind | D | Common Stock | 25,008 | 103.53 | 2.59M | 328,080 | — | ↗ |
| 2024-08-23 | Zelter James C | Director / Officer | S-Sale | D | Common Stock | 2,728 | 109.13 | 297.7K | 781,722 | — | ↗ |
| 2024-08-16 | KLEINMAN SCOTT | Director / Officer | G-Gift | D | Common Stock | 36,279 | 0.00 | — | 288,156 | — | ↗ |
| 2024-08-14 | KLEINMAN SCOTT | Director / Officer | A-Award | A | Common Stock | 12,202 | 107.55 | 1.31M | 43,236 | — | ↗ |
| 2024-08-09 | Zelter James C | Director / Officer | F-InKind | D | Common Stock | 5,187 | 103.53 | 537.0K | 5,133,611 | — | ↗ |
| 2024-08-09 | Kelly Martin | Officer | F-InKind | D | Common Stock | 2,531 | 103.53 | 262.0K | 353,088 | — | ↗ |
| 2024-08-06 | RICHARDS PAULINE | Director | P-Purchase | A | Common Stock | 2,351 | 104.92 | 246.7K | 85,854 | — | ↗ |
| 2024-07-22 | HARRIS JOSHUA | Other | J-Other | A | Forward Sale Contract (obligation to sell) | 1 | 0.00 | — | 1 | — | ↗ |
| 2024-07-11 | HARRIS JOSHUA | Other | J-Other | A | Forward Sale Contract (obligation to sell) | 1 | 0.00 | — | 1 | — | ↗ |
| 2024-07-01 | SIMON DAVID | Director | A-Award | A | Common Stock | 1,699 | 0.00 | — | 11,817 | — | ↗ |
| 2024-07-01 | RICHARDS PAULINE | Director | A-Award | A | Common Stock | 1,699 | 0.00 | — | 83,503 | — | ↗ |
| 2024-07-01 | Krongard A B | Director | A-Award | A | Common Stock | 1,699 | 0.00 | — | 79,307 | — | ↗ |
| 2024-07-01 | JOYNER PAMELA J | Director | A-Award | A | Common Stock | 1,699 | 0.00 | — | 13,489 | — | ↗ |
| 2024-07-01 | Healey Kerry Murphy | Director | A-Award | A | Common Stock | 1,699 | 0.00 | — | 19,259 | — | ↗ |
| 2024-07-01 | DUCEY MICHAEL E | Director | A-Award | A | Common Stock | 1,699 | 0.00 | — | 67,711 | — | ↗ |
| 2024-07-01 | Clayton Walter Joseph III | Director | A-Award | A | Common Stock | 2,123 | 0.00 | — | 31,860 | — | ↗ |
| 2024-06-20 | HARRIS JOSHUA | Other | J-Other | A | Forward Sale Contract (obligation to sell) | 1 | 0.00 | — | 1 | — | ↗ |
| 2024-06-12 | BLACK LEON D | Other | G-Gift | D | Common Stock | 1,000,000 | 0.00 | — | 35,604,773 | — | ↗ |
| 2024-06-03 | Kelly Martin | Officer | G-Gift | D | Common Stock | 745 | 0.00 | — | 355,619 | — | ↗ |
| 2024-05-31 | Zelter James C | Director / Officer | F-InKind | D | Common Stock | 11 | 115.32 | 1.3K | 5,138,798 | — | ↗ |
| 2024-05-16 | HARRIS JOSHUA | Other | J-Other | A | Forward Sale Contract (obligation to sell) | 1 | 0.00 | — | 1 | — | ↗ |
| 2024-05-15 | KLEINMAN SCOTT | Director / Officer | A-Award | A | Common Stock | 2,100 | 111.18 | 233.5K | 31,034 | — | ↗ |
| 2024-05-10 | Zelter James C | Director / Officer | F-InKind | D | Common Stock | 5,187 | 109.46 | 567.8K | 5,138,809 | — | ↗ |
| 2024-05-10 | Tanguy Louis-Jacques | Officer | F-InKind | D | Common Stock | 1,187 | 109.46 | 129.9K | 25,603 | — | ↗ |
| 2024-05-10 | Kelly Martin | Officer | F-InKind | D | Common Stock | 2,531 | 109.46 | 277.0K | 356,364 | — | ↗ |
| 2024-05-09 | BLACK LEON D | Other | G-Gift | D | Common Stock | 6,000,000 | 0.00 | — | 36,604,773 | — | ↗ |
| 2024-05-08 | ROWAN MARC J | Director / Officer | G-Gift | D | Common Stock | 200,000 | 0.00 | — | 1,068,859 | — | ↗ |
| 2024-05-08 | Kelly Martin | Officer | S-Sale | D | Common Stock | 21,000 | 111.11 | 2.33M | 368,445 | — | ↗ |
| 2024-04-09 | HARRIS JOSHUA | Other | J-Other | A | Forward Sale Contract (obligation to sell) | 1 | 0.00 | — | 1 | — | ↗ |
| 2024-03-19 | BLACK LEON D | Other | S-Sale | D | Common Stock | 450,000 | 110.71 | 49.82M | 42,604,773 | — | ↗ |
| 2024-03-01 | KLEINMAN SCOTT | Director / Officer | S-Sale | D | Common Stock | 5,480 | 111.25 | 609.6K | 111,652 | — | ↗ |
| 2024-02-29 | Zelter James C | Director / Officer | F-InKind | D | Common Stock | 6,987 | 114.05 | 796.9K | 5,143,996 | — | ↗ |
| 2024-02-24 | BLACK LEON D | Other | S-Sale | D | Common Stock | 267,541 | 111.45 | 29.82M | 43,087,232 | — | ↗ |
| 2024-02-23 | BLACK LEON D | Other | S-Sale | D | Common Stock | 171,185 | 111.92 | 19.16M | 43,354,773 | — | ↗ |
| 2024-02-22 | BLACK LEON D | Other | S-Sale | D | Common Stock | 72,587 | 112.16 | 8.14M | 44,104,773 | — | ↗ |
| 2024-02-20 | HARRIS JOSHUA | Other | J-Other | A | Forward Sale Contract (obligation to sell) | 1 | 0.00 | — | 1 | — | ↗ |
| 2024-02-20 | Chatterjee Whitney | Officer | S-Sale | D | Common Stock | 12,000 | 111.10 | 1.33M | 123,901 | — | ↗ |
| 2024-02-16 | Zelter James C | Director / Officer | F-InKind | D | Common Stock | 4,641 | 109.93 | 510.2K | 5,150,983 | — | ↗ |
| 2024-02-16 | Tanguy Louis-Jacques | Officer | F-InKind | D | Common Stock | 1,142 | 109.93 | 125.5K | 26,790 | — | ↗ |
| 2024-02-16 | Kelly Martin | Officer | F-InKind | D | Common Stock | 20,281 | 109.93 | 2.23M | 389,445 | — | ↗ |
| 2024-02-16 | KLEINMAN SCOTT | Director / Officer | F-InKind | D | Common Stock | 582 | 109.93 | 64.0K | 4,867,738 | — | ↗ |
| 2024-02-16 | Chatterjee Whitney | Officer | F-InKind | D | Common Stock | 29,090 | 109.93 | 3.20M | 135,901 | — | ↗ |
| 2024-02-16 | BLACK LEON D | Other | G-Gift | D | Common Stock | 125,000 | 0.00 | — | 44,604,773 | — | ↗ |
| 2024-02-15 | Zelter James C | Director / Officer | A-Award | A | Common Stock | 60,828 | 0.00 | — | 5,155,624 | — | ↗ |
| 2024-02-15 | Kelly Martin | Officer | A-Award | A | Common Stock | 45,221 | 0.00 | — | 409,726 | — | ↗ |
| 2024-02-15 | KLEINMAN SCOTT | Director / Officer | A-Award | A | Common Stock | 6,738 | 106.64 | 718.5K | 28,934 | — | ↗ |
| 2024-02-13 | Kelly Martin | Officer | G-Gift | D | Common Stock | 2,067 | 0.00 | — | 364,505 | — | ↗ |
| 2024-02-12 | Zelter James C | Director / Officer | S-Sale | D | Common Stock | 150,000 | 109.16 | 16.37M | 1,454,588 | — | ↗ |
| 2024-02-12 | Kelly Martin | Officer | S-Sale | D | Common Stock | 14,000 | 109.09 | 1.53M | 366,572 | — | ↗ |
| 2024-02-12 | Belardi James Richard | Director / Officer | F-InKind | D | Common Stock | 46,802 | 109.93 | 5.14M | 272,483 | — | ↗ |
| 2024-02-09 | Zelter James C | Director / Officer | A-Award | A | Common Stock | 244 | 0.00 | — | 5,094,796 | — | ↗ |
| 2024-02-09 | Tanguy Louis-Jacques | Officer | A-Award | A | Common Stock | 8,481 | 0.00 | — | 27,932 | — | ↗ |
| 2024-02-09 | Kelly Martin | Officer | A-Award | A | Common Stock | 10,480 | 0.00 | — | 380,572 | — | ↗ |
| 2024-02-09 | Belardi James Richard | Director / Officer | A-Award | A | Common Stock | 68,363 | 0.00 | — | 0 | — | ↗ |
| 2024-02-05 | HARRIS JOSHUA | Other | J-Other | A | Forward Sale Contract (obligation to sell) | 1 | 0.00 | — | 1 | — | ↗ |
| 2024-01-30 | HARRIS JOSHUA | Other | J-Other | A | Forward Sale Contract (obligation to sell) | 1 | 0.00 | — | 1 | — | ↗ |
| 2024-01-22 | HARRIS JOSHUA | Other | J-Other | A | Forward Sale Contract (obligation to sell) | 1 | 0.00 | — | 1 | — | ↗ |
| 2024-01-02 | Belardi James Richard | Director / Officer | F-InKind | D | Common Stock | 1,925 | 93.19 | 179.4K | 250,922 | — | ↗ |
| 2024-01-01 | Chatterjee Whitney | Officer | — | D | Common Stock | 0 | 0.00 | — | 164,991 | — | ↗ |
| 2023-12-31 | Belardi James Richard | Director / Officer | F-InKind | D | Common Stock | 5,090 | 93.19 | 474.3K | 252,847 | — | ↗ |
| 2023-12-27 | HARRIS JOSHUA | — | G-Gift | D | Common Stock | 308,000 | 0.00 | — | 737,007 | — | ↗ |
| 2023-12-19 | HARRIS JOSHUA | — | J-Other | A | Forward Sale Contract (obligation to sell) | 1 | 0.00 | — | 1 | — | ↗ |
| 2023-12-15 | Socrates Trust | — | J-Other | A | Common Stock | 6,000,000 | 0.00 | — | 32,643,280 | — | ↗ |
| 2023-12-15 | BLACK LEON D | — | J-Other | D | Common Stock | 6,000,000 | 0.00 | — | 44,729,773 | — | ↗ |
| 2023-12-01 | BLACK LEON D | — | G-Gift | D | Class A Common Stock | 15,000 | 0.00 | — | 50,729,773 | — | ↗ |
| 2023-11-30 | Zelter James C | Director / Officer | F-InKind | D | Common Stock | 33 | 86.97 | 2.9K | 5,094,552 | — | ↗ |
| 2023-11-29 | Zelter James C | Director / Officer | S-Sale | D | Common Stock | 17,500 | 92.00 | 1.61M | 1,112,500 | — | ↗ |
| 2023-11-28 | Zelter James C | Director / Officer | S-Sale | D | Common Stock | 70,000 | 90.85 | 6.36M | 1,130,000 | — | ↗ |
| 2023-11-28 | HARRIS JOSHUA | — | J-Other | A | Forward Sale Contract (obligation to sell) | 1 | 0.00 | — | 1 | — | ↗ |
| 2023-11-17 | Zelter James C | Director / Officer | S-Sale | D | Common Stock | 87,500 | 86.16 | 7.54M | 5,094,585 | — | ↗ |
| 2023-11-15 | Suydam John J | Officer | A-Award | A | Common Stock | 1,027 | 84.84 | 87.1K | 14,152 | — | ↗ |
| 2023-11-15 | KLEINMAN SCOTT | Director / Officer | A-Award | A | Common Stock | 8,775 | 84.84 | 744.5K | 22,196 | — | ↗ |
| 2023-11-08 | Zelter James C | Director / Officer | F-InKind | D | Common Stock | 5,186 | 84.12 | 436.2K | 5,182,085 | — | ↗ |
| 2023-11-08 | Suydam John J | Officer | F-InKind | D | Common Stock | 7,158 | 84.12 | 602.1K | 307,212 | — | ↗ |
| 2023-11-08 | Kelly Martin | Officer | F-InKind | D | Common Stock | 2,869 | 84.12 | 241.3K | 370,092 | — | ↗ |
| 2023-11-08 | KLEINMAN SCOTT | Director / Officer | F-InKind | D | Common Stock | 38 | 84.12 | 3.2K | 4,868,320 | — | ↗ |
| 2023-11-07 | Suydam John J | Officer | A-Award | A | Common Stock | 14,020 | 0.00 | — | 314,370 | — | ↗ |
| 2023-11-03 | ROWAN MARC J | Director / Officer | G-Gift | D | Common Stock | 300,000 | 0.00 | — | 1,268,859 | — | ↗ |
| 2023-11-03 | Krongard A B | Director | P-Purchase | A | Common Stock | 1,009 | 85.95 | 86.7K | 77,608 | — | ↗ |
| 2023-11-03 | Kelly Martin | Officer | S-Sale | D | Common Stock | 20,000 | 86.08 | 1.72M | 372,961 | — | ↗ |
| 2023-10-19 | HARRIS JOSHUA | — | J-Other | A | Forward Sale Contract (obligation to sell) | 1 | 0.00 | — | 1 | — | ↗ |
| 2023-09-19 | HARRIS JOSHUA | — | J-Other | A | Forward Sale Contract (obligation to sell) | 1 | 0.00 | — | 1 | — | ↗ |
| 2023-09-07 | KLEINMAN SCOTT | Director / Officer | G-Gift | D | Common Stock | 92,900 | 0.00 | — | 324,435 | — | ↗ |
Executive team
Top executives
EBIT / Employee
1.84M
Shares Outstanding
576.52M
Executive compensation
Executive compensation (annual)
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | James Belardi, Executive Chairman and Chief Investment Officer of AHL | 1.88M | — | 3.38M | — | — | 65.91M | 71.16M | 4.75% | ↗ |
| 2 | 2025 | John Zito, Co-President of AAM | 100.0K | — | 27.09M | — | — | 22.94M | 50.13M | 54.03% | ↗ |
| 3 | 2025 | Whitney Chatterjee, Chief Legal Officer | 650.0K | — | 11.80M | — | — | 1.83M | 14.29M | 82.62% | ↗ |
| 4 | 2025 | Martin Kelly, Chief Financial Officer | 1.00M | — | 9.46M | — | — | 3.37M | 13.83M | 68.37% | ↗ |
| 5 | 2025 | Marc Rowan, Chief Executive Officer | 100.0K | — | — | — | — | 813.4K | 913.4K | 0.00% | ↗ |
| 6 | 2024 | James Belardi, Executive Chairman and Chief Investment Officer of AHL | 1.88M | — | 7.33M | — | — | 52.96M | 62.17M | 11.79% | ↗ |
| 7 | 2024 | Martin Kelly, Chief Financial Officer | 1.00M | — | 12.49M | — | — | 1.05M | 14.54M | 85.91% | ↗ |
| 8 | 2024 | Whitney Chatterjee, Chief Legal Officer | 650.0K | — | — | — | — | 2.13M | 2.78M | 0.00% | ↗ |
| 9 | 2024 | Marc Rowan, Chief Executive Officer | 100.0K | — | — | — | — | 663.4K | 763.4K | 0.00% | ↗ |
| 10 | 2023 | James Belardi, Chairman, Chief Executive Officer and Chief Investment Officer of AHL | 1.88M | — | 6.69M | — | — | 42.22M | 50.78M | 13.18% | ↗ |
| 11 | 2023 | James Belardi, Executive Chairman and Chief Investment Officer of AHL | 1.88M | — | 6.69M | — | — | 42.22M | 50.78M | 13.18% | ↗ |
| 12 | 2023 | Scott Kleinman, Co-President of AAM | 100.0K | — | 4.22M | — | — | 11.08M | 15.40M | 27.41% | ↗ |
| 13 | 2023 | John Suydam, Chief Legal Officer of AGM ( through December 31, 2023 ) | 2.50M | — | 4.52M | — | — | 2.72M | 9.74M | 46.44% | ↗ |
| 14 | 2023 | Martin Kelly, Chief Financial Officer | 1.00M | — | 1.04M | — | — | 1.63M | 3.67M | 28.44% | ↗ |
| 15 | 2023 | Marc Rowan, Chief Executive Officer | 100.0K | — | — | — | — | 220.8K | 320.8K | 0.00% | ↗ |
| 16 | 2022 | James Belardi, Chairman and Chief Executive Officer of AHL | 1.74M | 209.3K | 6.43M | — | — | 36.32M | 44.70M | 14.38% | ↗ |
| 17 | 2022 | James Belardi, Chairman, Chief Executive Officer and Chief Investment Officer of AHL | 1.74M | 209.3K | 6.43M | — | — | 36.32M | 44.70M | 14.38% | ↗ |
| 18 | 2022 | Scott Kleinman, Co-President of AAM | 100.0K | — | 3.98M | — | — | 8.08M | 12.16M | 32.71% | ↗ |
| 19 | 2022 | John Suydam, Chief Legal Officer of AGM ( through December 31, 2023 ) | 2.50M | — | 3.96M | — | — | 1.93M | 8.39M | 47.21% | ↗ |
| 20 | 2022 | John Suydam, Chief Legal Officer of AGM | 2.50M | — | 3.96M | — | — | 1.93M | 8.39M | 47.21% | ↗ |
| 21 | 2022 | Martin Kelly, Chief Financial Officer | 1.00M | — | 1.08M | — | — | 1.49M | 3.57M | 30.28% | ↗ |
| 22 | 2022 | Marc Rowan, Chief Executive Officer | 100.0K | — | — | — | — | 210.0K | 310.0K | 0.00% | ↗ |
| 23 | 2021 | Scott Kleinman, Co-President of AAM | 1.20M | — | 392.48M | — | — | 43.31M | 436.99M | 89.81% | ↗ |
| 24 | 2021 | James Zelter, Co-President of AAM | 100.0K | — | 394.59M | — | — | 8.89M | 403.59M | 97.77% | ↗ |
| 25 | 2021 | Anthony Civale, Co-Chief Operating Officer of AAM (after December 31, 2021, Chief Operating Officer of AAM) | 100.0K | 250.0K | 18.57M | — | — | 8.48M | 27.40M | 67.76% | ↗ |
| 26 | 2021 | Martin Kelly, Chief Financial Officer | 1.00M | — | 19.16M | — | — | 4.14M | 24.30M | 78.86% | ↗ |
| 27 | 2021 | Martin Kelly, Chief Financial Officer ( and Chief Financial Officer and Co-Chief Operating Officer of AAM before January 1, 2022 ) | 1.00M | 250.0K | 19.16M | — | — | 3.89M | 24.30M | 78.86% | ↗ |
| 28 | 2021 | Leon Black Chairman and Chief Executive Officer of AAM (through March 21, 2021) | 25.0K | — | — | — | — | 331.7K | 356.7K | 0.00% | ↗ |
| 29 | 2021 | Marc Rowan, Chief Executive Officer (from March 21, 2021 through December 31, 2021) | 100.0K | — | — | — | — | 202.3K | 302.3K | 0.00% | ↗ |
| 30 | 2021 | Marc Rowan, Chief Executive Officer | 100.0K | — | — | — | — | 202.3K | 302.3K | 0.00% | ↗ |
| 31 | 2020 | James Zelter, Co-President of AAM | 100.0K | — | 7.27M | — | — | 3.89M | 11.26M | 64.55% | ↗ |
| 32 | 2020 | Martin Kelly, Chief Financial Officer | 1.00M | — | 7.40M | — | — | 1.11M | 9.51M | 77.81% | ↗ |
| 33 | 2020 | Martin Kelly, Chief Financial Officer ( and Chief Financial Officer and Co-Chief Operating Officer of AAM before January 1, 2022 ) | 1.00M | — | 7.40M | — | — | 1.11M | 9.51M | 77.81% | ↗ |
| 34 | 2020 | Scott Kleinman, Co-President of AAM | 1.20M | — | 3.45M | — | — | 3.01M | 7.67M | 45.04% | ↗ |
| 35 | 2020 | Anthony Civale, Co-Chief Operating Officer of AAM (after December 31, 2021, Chief Operating Officer of AAM) | 100.0K | — | 5.91M | — | — | 939.4K | 6.95M | 85.05% | ↗ |
| 36 | 2020 | Leon Black Chairman and Chief Executive Officer of AAM (through March 21, 2021) | 100.0K | — | — | — | — | 323.7K | 423.7K | 0.00% | ↗ |
| 37 | 2020 | Marc Rowan, Chief Executive Officer | 100.0K | — | — | — | — | 180.3K | 280.3K | 0.00% | ↗ |
| 38 | 2020 | Marc Rowan, Chief Executive Officer (from March 21, 2021 through December 31, 2021) | 100.0K | — | — | — | — | 180.3K | 280.3K | 0.00% | ↗ |
| 39 | 2019 | Scott Kleinman, Co-President of AAM | 1.20M | — | 1.72M | — | — | 15.69M | 18.62M | 9.25% | ↗ |
| 40 | 2019 | Martin Kelly, Chief Financial Officer ( and Chief Financial Officer and Co-Chief Operating Officer of AAM before January 1, 2022 ) | 1.00M | — | 2.60M | — | — | 1.91M | 5.51M | 47.17% | ↗ |
| 41 | 2019 | Anthony Civale, Co-Chief Operating Officer of AAM (after December 31, 2021, Chief Operating Officer of AAM) | 100.0K | — | 244.5K | — | — | 2.78M | 3.13M | 7.82% | ↗ |
| 42 | 2019 | James Zelter, Co-President of AAM | 100.0K | — | 301.7K | — | — | 1.87M | 2.27M | 13.30% | ↗ |
| 43 | 2019 | Leon Black Chairman and Chief Executive Officer of AAM (through March 21, 2021) | 100.0K | — | — | — | — | 160.2K | 260.2K | 0.00% | ↗ |
| 44 | 2019 | Marc Rowan, Chief Executive Officer (from March 21, 2021 through December 31, 2021) | 100.0K | — | — | — | — | 15.5K | 115.5K | 0.00% | ↗ |
CEO compensation breakdown
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| James Richard Belardi | Co-Founder, Chairman, Chief Investment Officer of Athene, Partner & Director | 68M | male |
| John Zito | Co-President of Apollo Asset Management | 23M | male |
| Scott Martin Kleinman | Co-President of Apollo Asset Management & Director | 10M | male |
| James Charles Zelter | President & Director | 9M | male |
| Martin Bernard Kelly | Partner & CFO | 4M | male |
| Whitney Chatterjee | Partner & Chief Legal Officer | 2M | female |
| Marc Jeffrey Rowan | Co-Founder, Chief Executive Officer & Chairman of the Board | 913.4K | male |
| Janette Jovic | MD of Product and Client Solutions & Global Head of Client Marketing | — | female |
| Matthew Breitfelder | Partner & Global Head of Human Capital | — | male |
| Noah Gunn | MD of Finance & Global Head of Investor Relations in New York | — | male |
| Jamey Lamanna | Partner & Chief Information Officer | — | male |
| Steven Martinez | Partner of Natural Resources, Climate & Impact in Miami & Co-Head of Impact Investing | — | male |
ESG Rating
ESG Score History ASSET MANAGEMENT - GLOBAL
Benchmark vs Sector
Political Trading Activity (25M)
Senate Trading Activity
| Transaction Date | Disclosed | Senator | State | Owner | Type | Amount | Link |
|---|---|---|---|---|---|---|---|
| 2023-02-21 | 2023-03-01 | Thomas R. Carper | DE | Spouse | Sale (Partial) | $1,001 - $15,000 | ↗ |
| 2022-01-18 | 2022-02-03 | Thomas R. Carper | DE | Spouse | Sale (Partial) | $1,001 - $15,000 | ↗ |
| 2021-06-04 | 2021-07-06 | Thomas R. Carper | DE | Spouse | Purchase | $1,001 - $15,000 | ↗ |
| 2020-07-09 | 2020-08-04 | Thomas R. Carper | DE | Spouse | Sale (Partial) | $1,001 - $15,000 | ↗ |
| 2020-04-02 | 2020-05-04 | Thomas R. Carper | DE | Spouse | Purchase | $1,001 - $15,000 | ↗ |
House Trading Activity
| Transaction Date | Disclosed | Representative | District | Owner | Type | Amount | Link |
|---|---|---|---|---|---|---|---|
| 2026-03-13 | 2026-04-08 | Gilbert Cisneros | CA31 | — | Sale | $1,001 - $15,000 | ↗ |
| 2025-11-21 | 2025-12-22 | Dwight Evans | PA03 | — | Sale | $1,001 - $15,000 | ↗ |
| 2025-11-18 | 2025-12-15 | Gilbert Cisneros | CA31 | — | Purchase | $1,001 - $15,000 | ↗ |
| 2025-10-07 | 2025-11-14 | Ro Khanna | CA17 | Spouse | Sale | $1,001 - $15,000 | ↗ |
| 2025-09-29 | 2025-10-03 | Ro Khanna | CA17 | — | Sale | $1,001 - $15,000 | ↗ |
| 2025-09-23 | 2025-10-10 | Valerie Hoyle | OR04 | Spouse | Sale (Full) | $1,001 - $15,000 | ↗ |
| 2025-08-04 | 2025-09-12 | Ro Khanna | CA17 | Spouse | Purchase | $1,000 - $15,000 | ↗ |
| 2025-07-25 | 2025-08-08 | Ro Khanna | CA17 | — | Purchase | $1,001 - $15,000 | ↗ |
| 2025-07-11 | 2025-08-20 | Ritchie Torres | NY15 | — | Sale (Full) | $1,001 - $15,000 | ↗ |
| 2025-05-09 | 2025-06-12 | Ro Khanna | CA17 | — | Sale | $1,001 - $15,000 | ↗ |
| 2024-10-29 | 2025-09-12 | Valerie Hoyle | OR04 | Spouse | Purchase | $1,001 - $15,000 | ↗ |
| 2024-09-26 | 2025-08-20 | Ritchie Torres | NY15 | — | Purchase | $1,001 - $15,000 | ↗ |
| 2023-04-10 | 2023-05-08 | Ro Khanna | CA17 | Spouse | Sale | $1,001 - $15,000 | ↗ |
| 2023-04-10 | 2023-05-19 | Daniel Goldman | NY10 | — | Sale | $15,001 - $50,000 | ↗ |
| 2022-07-19 | 2022-08-09 | Ro Khanna | CA17 | Spouse | Sale | $1,001 - $15,000 | ↗ |
| 2022-05-10 | 2022-06-10 | Ro Khanna | CA17 | — | Sale | $1,001 - $15,000 | ↗ |
| 2022-04-13 | 2022-05-06 | Ro Khanna | CA17 | — | Sale | $1,001 - $15,000 | ↗ |
| 2022-04-11 | 2022-05-06 | Ro Khanna | CA17 | Spouse | Sale | $1,001 - $15,000 | ↗ |
| 2020-03-02 | 2020-04-23 | Dwight Evans | Pa03 | Self | Purchase | $1,001 - $15,000 | ↗ |
| 2019-04-15 | 2019-05-15 | Dwight Evans | Pa03 | — | Purchase | $1,001 - $15,000 | ↗ |
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion
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Community Opinion for APO
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.
