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ARES · V in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

ARESV
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • ARES
  • V
0204060202120222023202420252026
Holders and value by quarter
QuarterARESV
Q3 20204 holders, $961m55 holders, $62.2bn
Q4 20205 holders, $1.2bn52 holders, $67.1bn
Q1 20216 holders, $1.4bn58 holders, $64.5bn
Q2 20219 holders, $1.8bn52 holders, $69.3bn
Q3 20217 holders, $2.2bn56 holders, $63.6bn
Q4 202111 holders, $2.4bn47 holders, $58.0bn
Q1 20228 holders, $2.3bn59 holders, $61.8bn
Q2 20229 holders, $1.8bn57 holders, $55.2bn
Q3 202212 holders, $2.2bn57 holders, $50.7bn
Q4 202211 holders, $2.3bn54 holders, $59.4bn
Q1 202311 holders, $2.7bn55 holders, $64.0bn
Q2 202310 holders, $3.5bn54 holders, $65.2bn
Q3 202311 holders, $4.1bn55 holders, $61.5bn
Q4 202310 holders, $4.8bn48 holders, $68.6bn
Q1 202415 holders, $6.0bn50 holders, $73.1bn
Q2 202414 holders, $6.7bn45 holders, $69.5bn
Q3 202413 holders, $7.5bn47 holders, $70.5bn
Q4 202415 holders, $8.4bn48 holders, $77.6bn
Q1 202515 holders, $6.9bn43 holders, $83.5bn
Q2 202511 holders, $7.9bn45 holders, $83.4bn
Q3 202519 holders, $7.5bn48 holders, $82.8bn
Q4 202512 holders, $6.3bn49 holders, $86.0bn
Q1 202613 holders, $3.9bn49 holders, $73.3bn
Q2 20269 holders, $2.9bn52 holders, $81.9bn
ARES

Ares Management Corporation

Holders
13
Reported value
$7.5bn
Buyers
6
Sellers
6

Breadth 0 among 94 comparable managers.

Other financial servicesFinancial services · L3VLUP
V

Visa Inc

Holders
47
Reported value
$70.5bn
Buyers
15
Sellers
29

Breadth -14 among 94 comparable managers.

Business and payment servicesFinancial services · L3VLUP

Who holds both, Q3 2024

Among the 48 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only ARES (1)

Lone Pine Capital LLC

Only V (35)

Acadian Asset Management LLC, Akre Capital Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Berkshire Hathaway Inc, Bridgewater Associates LP, Caxton Associates LLP, D. E. Shaw & Co., Dodge & Cox, Egerton Capital UK LLP, Farallon Capital Management LLC, GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Man Group PLC, Markel Group Inc, Marshall Wace LLP, Maverick Capital Ltd, Millennium Management LLC, Polen Capital Management LLC, Schonfeld Strategic Advisors LLC, Soroban Capital Partners LP, Squarepoint Ops LLC, Steadfast Capital Management LP, and 10 more

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

Back to the 13F Explorer →