ARES MANAGEMENT CORPORATION (ARES)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
778
Reporting holders
$25.3B
Reported value
3.4%
Held as options
+8
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $1.9B | 16,882,527 | 0.03% | 8q | +4.4%+$79.4M |
| VANGUARD CAPITAL MANAGEMENT LLC | $1.5B | 13,750,238 | 0.03% | 2q | +1.9%+$29.0M |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | $1.5B | 13,364,740 | 28.22% | 26q | HELD |
| BANK OF AMERICA CORP /DE/ | $1.3B | 11,855,596 | 0.09% | 31q | +182.5%+$852.5M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1.2B | 10,924,590 | 0.05% | 2q | +1.2%+$14.2M |
| Capital World Investors | $1.2B | 10,644,025 | 0.14% | 31q | -9.7%-$126.9M |
| WELLINGTON MANAGEMENT GROUP LLP | $1.1B | 9,526,077 | 0.18% | 29q | -14.7%-$182.2M |
| STATE STREET CORP | $999.4M | 8,978,721 | 0.03% | 31q | +4.3%+$41.6M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $751.2M | 6,748,327 | 0.10% | 30q | +13.2%+$87.4M |
| Sixth Street Partners Management Company, L.P. | $751.2M | 6,748,327 | 0.10% | new | NEW |
| CANADA PENSION PLAN INVESTMENT BOARD | $740.2M | 6,649,728 | 0.41% | 12q | -12.7%-$107.4M |
| GEODE CAPITAL MANAGEMENT, LLC | $647.9M | 5,843,445 | 0.03% | 30q | +3.9%+$24.3M |
| JPMORGAN CHASE & CO | $582.3M | 5,392,155 | 0.03% | 31q | +19.2%+$93.9M |
| FRANKLIN RESOURCES INC | $528.5M | 4,747,665 | 0.11% | 29q | -7.3%-$41.7M |
| PRINCIPAL FINANCIAL GROUP INC | $449.7M | 4,040,482 | 0.22% | 28q | +0.8%+$3.5M |
| MORGAN STANLEY | $432.1M | 3,881,619 | 0.02% | 31q | +37.5%+$117.8M |
| Capital International Investors | $318.5M | 2,861,215 | 0.07% | 31q | -6.4%-$21.7M |
| UBS Group AG | $293.4M | 2,636,093 | 0.04% | 31q | +86.0%+$135.7M |
| NORGES BANK | $272.1M | 2,444,674 | 0.03% | 24q | HELD |
| CITIGROUP INC | $268.8M | 988,889 | 0.09% | 31q | +24.3%+$52.5M |
| FMR LLC | $262.4M | 2,357,236 | 0.01% | 31q | +72.2%+$110.1M |
| GOLDMAN SACHS GROUP INC | $260.3M | 2,338,467 | 0.02% | 31q | +18.2%+$40.0M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $241.5M | 2,166,904 | 0.08% | 10q | -43.7%-$187.1M |
| LRI Investments, LLC | $230.9M | 2,335,268 | 18.57% | 9q | HELD |
| Invesco Ltd. | $220.6M | 1,981,808 | 0.02% | 31q | -11.4%-$28.4M |
| NORTHERN TRUST CORP | $218.1M | 1,959,529 | 0.03% | 31q | +3.5%+$7.5M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $212.8M | 107,929 | 0.02% | 31q | -46.9%-$187.8M |
| Vulcan Value Partners, LLC | $211.8M | 1,902,580 | 6.45% | 16q | +12.5%+$23.5M |
| M&G PLC | $181.4M | 1,634,051 | 0.90% | 10q | +5.5%+$9.5M |
| BROWN ADVISORY INC | $180.9M | 1,625,481 | 0.28% | 31q | -16.7%-$36.3M |
| Clearbridge Investments, LLC | $166.6M | 1,496,513 | 0.14% | 8q | +15.7%+$22.7M |
| Curated Wealth Partners LLC | $164.0M | 1,605,919 | 10.02% | 23q | +9.4%+$14.0M |
| Jupiter Topco LLC | $164.0M | 1,473,100 | 0.07% | new | FIRST |
| Boston Partners | $151.1M | 1,356,720 | 0.13% | 2q | +32.1%+$36.7M |
| RAYMOND JAMES FINANCIAL INC | $137.2M | 1,232,562 | 0.04% | 7q | -8.5%-$12.7M |
| VANGUARD FIDUCIARY TRUST CO | $134.6M | 1,208,883 | 0.03% | 2q | +1.8%+$2.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $127.8M | 1,148,389 | 0.02% | 31q | +13.7%+$15.4M |
| Bank of New York Mellon Corp | $123.5M | 1,109,100 | 0.02% | 31q | -3.0%-$3.8M |
| DEUTSCHE BANK AG\ | $118.0M | 1,060,479 | 0.03% | 30q | +15.8%+$16.1M |
| Legal & General Group Plc | $118.0M | 1,059,958 | 0.02% | 31q | -4.5%-$5.5M |
| Hamlin Capital Management, LLC | $106.8M | 959,634 | 2.40% | 21q | +1.5%+$1.6M |
| WESTFIELD CAPITAL MANAGEMENT CO LP | $106.0M | 952,032 | 0.35% | 20q | -39.5%-$69.1M |
| AMERICAN CENTURY COMPANIES INC | $100.9M | 906,036 | 0.04% | 19q | +65.9%+$40.1M |
| Corient Private Wealth LP | $97.6M | 876,591 | 0.06% | 15q | +174.5%+$62.0M |
| ENVESTNET ASSET MANAGEMENT INC | $95.3M | 856,458 | 0.02% | 31q | -6.9%-$7.1M |
| Quilter Plc | $92.7M | 833,075 | 1.40% | 27q | -6.5%-$6.4M |
| BNP PARIBAS FINANCIAL MARKETS | $88.2M | 510,274 | 0.03% | 29q | +11.3%+$8.9M |
| RDST Capital LLC | $88.1M | 791,316 | 7.29% | 2q | +146.5%+$52.4M |
| TRUIST FINANCIAL CORP | $82.1M | 737,843 | 0.10% | 27q | +3.8%+$3.0M |
| JANE STREET GROUP, LLC | $79.1M | 8,204 | 0.01% | 25q | +28.5%+$17.5M |
| CITADEL ADVISORS LLC | $74.9M | 90,970 | 0.01% | 31q | -95.6%-$1.6B |
| CAT ROCK CAPITAL MANAGEMENT LP | $73.9M | 664,000 | 17.15% | 3q | +12.9%+$8.4M |
| PEREGRINE CAPITAL MANAGEMENT LLC | $64.6M | 579,930 | 2.10% | 27q | -0.8%-$532.7K |
| ROYAL BANK OF CANADA | $63.7M | 571,975 | 0.01% | 31q | -5.4%-$3.6M |
| WELLS FARGO & COMPANY/MN | $62.9M | 565,082 | 0.01% | 31q | -48.3%-$58.8M |
| Nuveen, LLC | $61.0M | 548,225 | 0.01% | 6q | -77.4%-$208.5M |
| BARCLAYS PLC | $59.9M | 518,803 | 0.01% | 31q | -23.4%-$18.3M |
| Partners Group Holding AG | $59.8M | 536,811 | 4.07% | 31q | +4.0%+$2.3M |
| Walleye Trading LLC | $59.1M | options only | 0.07% | 14q | OPTIONS |
| Mitsubishi UFJ Asset Management Co., Ltd. | $57.3M | 514,924 | 0.03% | 15q | +6.4%+$3.5M |
| Amundi | $56.3M | 505,375 | 0.01% | 16q | +1.4%+$775.3K |
| DIMENSIONAL FUND ADVISORS LP | $55.7M | 500,474 | 0.01% | 31q | -3.9%-$2.3M |
| IMC-Chicago, LLC | $55.2M | options only | 0.01% | 6q | OPTIONS |
| BCV Asset Management Inc. | $54.9M | 509,283 | 1.66% | new | NEW |
| Vanguard Global Advisers, LLC | $50.5M | 453,958 | 0.02% | 2q | +0.9%+$453.3K |
| MILLENNIUM MANAGEMENT LLC | $50.2M | 362,969 | 0.02% | 28q | -68.9%-$111.4M |
| Parallax Volatility Advisers, L.P. | $49.7M | 68,797 | 0.08% | 3q | +67.4%+$20.0M |
| Advent International, L.P. | $49.6M | 445,570 | 0.28% | 5q | +3.9%+$1.9M |
| Sumitomo Mitsui Trust Group, Inc. | $49.5M | 444,650 | 0.03% | 15q | -3.6%-$1.9M |
| VANGUARD ASSET MANAGEMENT, Ltd | $48.7M | 437,927 | 0.03% | 2q | +15.3%+$6.5M |
| FIRST TRUST ADVISORS LP | $48.1M | 432,451 | 0.03% | 27q | +846.8%+$43.1M |
| GROUP ONE TRADING LLC | $47.4M | options only | 0.07% | 15q | OPTIONS |
| NEUBERGER BERMAN GROUP LLC | $45.5M | 408,864 | 0.03% | 31q | +220.3%+$31.3M |
| Munich Reinsurance Co Stock Corp in Munich | $45.3M | 406,937 | 0.99% | 2q | -0.8%-$383.6K |
| HSBC HOLDINGS PLC | $45.2M | 408,197 | 0.02% | 15q | +10.6%+$4.3M |
| RHUMBLINE ADVISERS | $43.8M | 393,846 | 0.03% | 29q | -2.0%-$904.8K |
| Third Point LLC | $41.7M | 375,000 | 0.89% | new | NEW |
| CINCINNATI INSURANCE CO | $41.3M | 370,672 | 0.59% | 3q | HELD |
| National Pension Service | $40.9M | 367,433 | 0.03% | 13q | +18.6%+$6.4M |
| NATIONAL BANK OF CANADA /FI/ | $40.3M | 361,787 | 0.03% | 19q | +35.4%+$10.5M |
| Junto Capital Management LP | $40.1M | 360,113 | 0.70% | new | NEW |
| CINCINNATI FINANCIAL CORP | $39.3M | 353,154 | 0.75% | 5q | HELD |
| Estuary Capital Management LP | $38.6M | 347,115 | 6.56% | 2q | +5.7%+$2.1M |
| Jefferies Financial Group Inc. | $36.4M | 251,700 | 0.24% | 7q | +5.3%+$1.8M |
| SAMLYN CAPITAL, LLC | $35.4M | 317,766 | 0.58% | new | NEW |
| Point72 Asset Management, L.P. | $34.7M | 277,646 | 0.04% | 2q | -78.5%-$126.9M |
| California Public Employees Retirement System | $31.5M | 282,654 | 0.02% | 31q | +1.2%+$365.0K |
| CIBC Bancorp USA Inc. | $30.0M | 269,345 | 0.04% | 3q | -9.0%-$3.0M |
| ALLIANCEBERNSTEIN L.P. | $29.6M | 271,259 | 0.01% | 31q | +15.4%+$3.9M |
| AQR CAPITAL MANAGEMENT LLC | $28.7M | 258,120 | 0.01% | 8q | +19.4%+$4.7M |
| Mirae Asset Global Investments Co., Ltd. | $28.5M | 255,980 | 0.04% | 12q | -41.5%-$20.2M |
| Rockefeller Capital Management L.P. | $27.8M | 250,118 | 0.04% | 27q | -5.9%-$1.8M |
| Saba Capital Management, L.P. | $27.8M | 249,745 | 0.71% | 2q | +3.6%+$962.6K |
| FEDERATED HERMES, INC. | $27.1M | 243,637 | 0.04% | 31q | +15.1%+$3.6M |
| Owl Creek Asset Management, L.P. | $24.5M | 220,118 | 2.03% | new | NEW |
| SEI INVESTMENTS CO | $24.2M | 217,322 | 0.02% | 19q | -1.4%-$341.7K |
| Sumitomo Mitsui DS Asset Management Company, Ltd | $24.0M | 215,915 | 0.17% | 16q | +21.2%+$4.2M |
| MARSICO CAPITAL MANAGEMENT LLC | $23.1M | 207,817 | 0.60% | new | NEW |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $23.0M | 206,218 | 0.03% | 3q | -3.6%-$862.9K |
| DEARBORN PARTNERS LLC | $22.5M | 204,019 | 0.62% | 18q | +100.5%+$11.3M |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-13 | 13G/A | Wellington Management Group LLPwith 2 co-filers | 4.3% |
| 2026-08-13 | 13G/A | Antony P. Ressler INDIVIDUAL | 33.1% |
| 2026-08-13 | 13G/A | Ares Partners Holdco LLCwith 1 co-filers | 32.4% |
| 2026-08-12 | 13G/A | Capital World Investors | 4.8% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 778 | $25.3B | 219,789,852 | 120 | 321 | 213 | 3.4% |
| Q1 2026 | 770 | $23.3B | 204,740,447 | 135 | 274 | 249 | 4.4% |
| Q4 2025 | 790 | $32.8B | 199,319,520 | 120 | 279 | 229 | 2.0% |
| Q3 2025 | 731 | $30.8B | 190,256,014 | 80 | 290 | 207 | 1.5% |
| Q2 2025 | 729 | $32.5B | 184,755,962 | 103 | 273 | 240 | 1.4% |
| Q1 2025 | 696 | $26.8B | 181,450,970 | 103 | 290 | 177 | 1.0% |
| Q4 2024 | 678 | $31.4B | 176,997,947 | 95 | 227 | 186 | 0.3% |
| Q3 2024 | 607 | $28.7B | 183,160,389 | 98 | 230 | 165 | 0.3% |
| Q2 2024 | 562 | $23.8B | 178,004,137 | 70 | 217 | 174 | 0.2% |
| Q1 2024 | 544 | $21.9B | 161,869,083 | 97 | 168 | 177 | 1.8% |
| Q4 2023 | 485 | $18.7B | 156,932,750 | 71 | 166 | 145 | 0.4% |
| Q3 2023 | 426 | $16.3B | 151,970,346 | 61 | 148 | 110 | 0.3% |
| Q2 2023 | 385 | $14.5B | 150,028,027 | 45 | 129 | 126 | 0.2% |
| Q1 2023 | 372 | $12.1B | 140,349,458 | 63 | 124 | 104 | 3.0% |
| Q4 2022 | 331 | $9.2B | 130,997,154 | 72 | 104 | 96 | 3.0% |
| Q3 2022 | 367 | $8.9B | 142,575,554 | 56 | 116 | 115 | 1.2% |
| Q2 2022 | 354 | $7.9B | 139,372,584 | 52 | 115 | 123 | 0.2% |
| Q1 2022 | 366 | $11.1B | 136,727,058 | 45 | 131 | 105 | 0.2% |
| Q4 2021 | 366 | $10.8B | 133,388,506 | 74 | 112 | 93 | 0.1% |
| Q3 2021 | 297 | $9.6B | 130,009,124 | 46 | 95 | 98 | 0.1% |
| Q2 2021 | 279 | $8.1B | 127,208,413 | 61 | 127 | 42 | 0.1% |
| Q1 2021 | 244 | $6.4B | 113,235,475 | 35 | 91 | 76 | 0.1% |
| Q4 2020 | 238 | $5.3B | 111,752,511 | 38 | 89 | 64 | 0.2% |
| Q3 2020 | 205 | $4.5B | 110,502,710 | 28 | 80 | 50 | 0.3% |
| Q2 2020 | 202 | $4.3B | 107,759,350 | 53 | 72 | 58 | 0.3% |
| Q1 2020 | 178 | $2.9B | 94,743,119 | 37 | 60 | 56 | 0.1% |
| Q4 2019 | 177 | $2.8B | 79,765,791 | 37 | 61 | 51 | 0.1% |
| Q3 2019 | 162 | $2.1B | 76,667,082 | 36 | 66 | 42 | 0.1% |
| Q2 2019 | 148 | $1.8B | 69,053,386 | 45 | 50 | 31 | 0.5% |
| Q1 2019 | 126 | $1.4B | 60,462,671 | 35 | 38 | 33 | 0.4% |
| Q4 2018 | 106 | $1.1B | 59,261,031 | 5 | 0 | 0 | 0.4% |