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ARES in the 13F filings

Ares Management Corporation · CUSIP 03990B101

Sector · Other financial servicesTheme · Financial services· L3VLUP-defined
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023
Quarter end
30 Jun 2024
the date the book describes
Filed
5 Nov 2026
latest of these filings; the earliest 8 Aug 2024
Managers listing it
14
at least, of 95 tracked, among listed positions
Comparable managers
94
filed both Q1 2024 and Q2 2024; 10 listed it in both
Shares listed
49,926,291
combined, among listed positions
Reported value
$6.7bn
combined, at the quarter end

Among the 94 comparable managers: 9 buyers (opened or added shares) and 4 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.

Managers listing ARES in Q2 2024

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q1 2024, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

14 of 14 holders

ActionFiling
Wellington Management Group LLP18,652,689$2.5bn0.44%Added+1,111,62714 Aug 2024 (the filing on sec.gov)
Capital World Investors10,529,860$1.4bn0.23%Trimmed-545,85113 Aug 2024 (the filing on sec.gov)
Fidelity (FMR LLC)6,237,858$831m0.05%Trimmed-778,9085 Nov 2026 (the filing on sec.gov)
MFS Investment Management5,058,394$674m0.21%Added+1,867,9339 Aug 2024 (the filing on sec.gov)
Invesco Ltd2,672,348$356m0.08%Addedn.a.13 Aug 2024 (the filing on sec.gov)
Millennium Management LLC1,738,148$232m0.11%Newnew14 Aug 2024 (the filing on sec.gov)
T. Rowe Price Associates Inc1,734,896$231munder 0.1%Trimmed-2,226,94714 Aug 2024 (the filing on sec.gov)
Lone Pine Capital LLC1,574,763$210m1.70%Newnew14 Aug 2024 (the filing on sec.gov)
Janus Henderson Group Ltd875,781$117m0.06%Added+41,16614 Aug 2024 (the filing on sec.gov)
Neuberger Berman Group LLC625,197$83m0.07%Added+57,51714 Nov 2024 (the filing on sec.gov)
Hudson Bay Capital Management LP77,500$10munder 0.1%Held014 Aug 2024 (the filing on sec.gov)
Element Capital Management LLC76,037$10m0.79%Newnew8 Aug 2024 (the filing on sec.gov)
Capital Research Global Investors45,670$6.1munder 0.1%Held013 Aug 2024 (the filing on sec.gov)
Quantbot Technologies LP27,150$3.6m0.18%Added+11,2829 Aug 2024 (the filing on sec.gov)

Largest increases and reductions, by shares

Q1 2024 to Q2 2024, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (3)

Exited (1)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
13 in Q3 2024 to 9 in Q2 2026

Tracked managers listing it, at least.

0510152020192020202120222023202420252026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
ARES by quarter
QuarterHoldersReported valueBuyersSellers
Q4 20182$158mn.a.n.a.
Q1 20193$203mn.a.n.a.
Q2 20193$301mn.a.n.a.
Q3 20194$361mn.a.n.a.
Q4 20194$462mn.a.n.a.
Q1 20205$690mn.a.n.a.
Q2 20207$1.1bnn.a.n.a.
Q3 20204$961mn.a.n.a.
Q4 20205$1.2bnn.a.n.a.
Q1 20216$1.4bnn.a.n.a.
Q2 20219$1.8bnn.a.n.a.
Q3 20217$2.2bnn.a.n.a.
Q4 202111$2.4bnn.a.n.a.
Q1 20228$2.3bnn.a.n.a.
Q2 20229$1.8bnn.a.n.a.
Q3 202212$2.2bnn.a.n.a.
Q4 202211$2.3bnn.a.n.a.
Q1 202311$2.7bnn.a.n.a.
Q2 202310$3.5bnn.a.n.a.
Q3 202311$4.1bnn.a.n.a.
Q4 202310$4.8bn62
Q1 202415$6.0bn112
Q2 202414$6.7bn94
Q3 202413$7.5bn66
Q4 202415$8.4bn78
Q1 202515$6.9bn78
Q2 202511$7.9bn48
Q3 202519$7.5bn154
Q4 202512$6.3bn1121
Q1 202613$3.9bn2311
Q2 20269$2.9bn1321

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

ARES and V →ARES and AXP →ARES and BAC →Choose a stock to compare with ARES →

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. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own ARES, latest filings →Back to the 13F Explorer →