SCHEDULE: Apollo Affiliates Maintain 13.3% Stake in ADT Inc.

Apollo Management Holdings GP, LLC and its affiliates have filed an amended Schedule 13G, disclosing a continued beneficial ownership of 13.3% in ADT Inc.'s common stock as of December 31, 2025.

Summary

• Apollo Management Holdings GP, LLC and its affiliated entities collectively beneficially own 102,000,366 shares of ADT Inc. common stock.
• This aggregate ownership represents 13.3% of ADT Inc.'s outstanding common stock.
• The percentage is calculated based on 765,018,211 shares of common stock outstanding as of October 28, 2025, as reported in ADT Inc.'s Form 10-Q filed on November 4, 2025.
• The reporting persons include various Apollo-related entities such as Prime Security Services TopCo (ML), L.P., Prime Security Services TopCo (ML II), L.P., and several LLCs and L.P.s under the Apollo management structure.
• All reporting persons have shared voting and shared dispositive power over their respective beneficially owned shares, with no sole voting or dispositive power reported.

Sentiment

Score: 7

Explanation: StockSavvy.ai views this as a moderately positive signal. The continued significant ownership by a major investment firm like Apollo suggests sustained institutional confidence in ADT Inc., which can be reassuring to other investors.

Positives

• The continued significant stake by Apollo-affiliated entities, a major investment firm, signals ongoing institutional confidence in ADT Inc.

Negatives

• The filing itself, being a routine ownership disclosure, does not inherently contain negative financial or operational information about ADT Inc.

Risks

• The concentration of a significant portion of voting and dispositive power in a single institutional group (Apollo and its affiliates) could influence corporate decisions and potentially limit the influence of other shareholders.

Future Outlook

This Schedule 13G filing is a disclosure of current beneficial ownership and does not contain forward-looking statements or guidance regarding ADT Inc.'s future performance or strategic direction.

Industry Context

StockSavvy.ai notes that a Schedule 13G filing indicates passive beneficial ownership by institutional investors. Apollo's continued significant stake in ADT Inc. suggests a long-term investment perspective in the security services industry, which is experiencing ongoing technological advancements and consolidation. This level of institutional backing can be a positive signal for market stability and strategic direction within the sector.

Related Party Transactions

• The filing details a complex ownership structure where various Apollo-affiliated entities (e.g., Prime Security Services TopCo (ML), L.P., Prime Security Services TopCo Parent GP, LLC, Apollo Management, L.P.) are interconnected and ultimately control the same block of ADT Inc. shares. This represents an internal related-party structure for the beneficial ownership.

Stakeholder Impact

• Shareholders: The significant and continued ownership by Apollo-affiliated entities indicates a strong institutional presence, which can provide a degree of stability and strategic oversight. However, it also means a large block of shares is controlled by a single group, potentially influencing major corporate decisions.

Key Dates

Keywords

ADT Inc., Apollo Management, Schedule 13G, Beneficial Ownership, Institutional Investor, Common Stock, Security Services, Corporate Governance