# ARES MANAGEMENT CORPORATION (ARES)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/ARES/

- Reporting holders: 33
- Reported value: $130.1M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Hamlin Capital Management, LLC](https://holderbook.com/funds/1277403-hamlin-capital-management-llc/) | $118.8M | 1,022,899 | 2.9% | 22 |
| [Cox Capital Mgt LLC](https://holderbook.com/funds/1748728-cox-capital-mgt-llc/) | $2.0M | 17,008 | 1.1% | 4 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $1.6M | 13,861 | 0.0% | 26 |
| [STABLEFORD CAPITAL II LLC](https://holderbook.com/funds/1842089-stableford-capital-ii-llc/) | $1.4M | 11,623 | 0.5% | 3 |
| [Coastline Trust Co](https://holderbook.com/funds/1324279-coastline-trust-co/) | $1.2M | 9,939 | 0.1% | 13 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $1.1M | 9,568 | 0.0% | 16 |
| [Everhart Financial Group, Inc.](https://holderbook.com/funds/1852858-everhart-financial-group-inc/) | $694.9K | 5,982 | 0.0% | 14 |
| [Overbrook Management Corp](https://holderbook.com/funds/1269786-overbrook-management-corp/) | $681.0K | 5,862 | 0.1% | 14 |
| [JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC](https://holderbook.com/funds/2122180-journey-retirement-planning-investment-management-llc/) | $479.4K | 4,126 | 0.3% | 4 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $461.7K | 3,974 | 0.0% | 3 |
| [KWMG, LLC](https://holderbook.com/funds/1633024-kwmg-llc/) | $446.3K | 3,842 | 0.0% | 23 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $404.2K | 3,479 | 0.0% | 12 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $336.5K | 2,894 | 0.0% | 2 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $200.4K | 1,725 | 0.0% | 23 |
| [AMERICAN NATIONAL BANK & TRUST](https://holderbook.com/funds/1272164-american-national-bank-trust/) | $78.5K | 676 | 0.0% | 7 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $51.6K | 444 | 0.0% | 12 |
| [GK Wealth Management LLC](https://holderbook.com/funds/2069222-gk-wealth-management-llc/) | $51.4K | 442 | 0.0% | 1 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $29.4K | 253 | 0.0% | 15 |
| [EASTERN BANK](https://holderbook.com/funds/1126395-eastern-bank/) | $29.0K | 250 | 0.0% | 9 |
| [ELEVATION WEALTH PARTNERS, LLC](https://holderbook.com/funds/1976256-elevation-wealth-partners-llc/) | $28.6K | 246 | 0.0% | 15 |
| [BURKETT FINANCIAL SERVICES, LLC](https://holderbook.com/funds/1762716-burkett-financial-services-llc/) | $22.6K | 194 | 0.0% | 2 |
| [Noble Wealth Management PBC](https://holderbook.com/funds/2055065-noble-wealth-management-pbc/) | $20.9K | 180 | 0.0% | 7 |
| [ATWOOD & PALMER INC](https://holderbook.com/funds/1044929-atwood-palmer-inc/) | $12.4K | 107 | 0.0% | 8 |
| [Marquette Asset Management, LLC](https://holderbook.com/funds/1395067-marquette-asset-management-llc/) | $4.1K | 35 | 0.0% | 5 |
| [Mn Services Vermogensbeheer B.V.](https://holderbook.com/funds/1666940-mn-services-vermogensbeheer-b-v/) | $4.0K | 34,000 | 0.0% | 6 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 33 | $130.1M |
| Q2 2026 | 820 | $27.2B |
| Q1 2026 | 809 | $23.7B |
| Q4 2025 | 842 | $34.3B |
| Q3 2025 | 783 | $32.4B |
| Q2 2025 | 780 | $33.8B |
| Q1 2025 | 752 | $27.3B |
| Q4 2024 | 734 | $32.0B |
| Q3 2024 | 666 | $29.2B |
| Q2 2024 | 618 | $24.4B |
| Q1 2024 | 611 | $22.9B |
| Q4 2023 | 554 | $19.7B |

