- Quarter end
- 31 Dec 2024
- the date the book describes
- Filed
- 5 Nov 2026
- latest of these filings; the earliest 11 Feb 2025
- Managers listing it
- 15
- at least, of 95 tracked, among listed positions
- Comparable managers
- 94
- filed both Q3 2024 and Q4 2024; 11 listed it in both
- Shares listed
- 47,426,771
- combined, among listed positions
- Reported value
- $8.4bn
- combined, at the quarter end
Among the 94 comparable managers: 7 buyers (opened or added shares) and 8 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 Q4 2024
15 of 15 holders
Largest increases and reductions, by shares
Increases
- Fidelity (FMR LLC)existing position · 7,109,070 shares now+807,361
- Millennium Management LLCnew position · 766,267 shares now+766,267
- Capital World Investorsexisting position · 10,753,779 shares now+223,919
- MFS Investment Managementexisting position · 5,126,442 shares now+66,671
- Hudson Bay Capital Management LPnew position · 60,000 shares now+60,000
Reductions
- Wellington Management Group LLPexisting position · 15,379,905 shares now-1,765,726
- Lone Pine Capital LLCexisting position · 1,677,043 shares now-374,773
- Invesco Ltdexisting position · 2,673,992 shares now-247,775
- T. Rowe Price Associates Incexisting position · 1,588,173 shares now-131,255
- Janus Henderson Group Ltdexisting position · 845,307 shares now-23,707
New positions and exits
New (3)
Exited (1)
- Capital Research Global Investorswas $7.1m
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q4 2018 | 2 | $158m | n.a. | n.a. |
| Q1 2019 | 3 | $203m | n.a. | n.a. |
| Q2 2019 | 3 | $301m | n.a. | n.a. |
| Q3 2019 | 4 | $361m | n.a. | n.a. |
| Q4 2019 | 4 | $462m | n.a. | n.a. |
| Q1 2020 | 5 | $690m | n.a. | n.a. |
| Q2 2020 | 7 | $1.1bn | n.a. | n.a. |
| Q3 2020 | 4 | $961m | n.a. | n.a. |
| Q4 2020 | 5 | $1.2bn | n.a. | n.a. |
| Q1 2021 | 6 | $1.4bn | n.a. | n.a. |
| Q2 2021 | 9 | $1.8bn | n.a. | n.a. |
| Q3 2021 | 7 | $2.2bn | n.a. | n.a. |
| Q4 2021 | 11 | $2.4bn | n.a. | n.a. |
| Q1 2022 | 8 | $2.3bn | n.a. | n.a. |
| Q2 2022 | 9 | $1.8bn | n.a. | n.a. |
| Q3 2022 | 12 | $2.2bn | n.a. | n.a. |
| Q4 2022 | 11 | $2.3bn | n.a. | n.a. |
| Q1 2023 | 11 | $2.7bn | n.a. | n.a. |
| Q2 2023 | 10 | $3.5bn | n.a. | n.a. |
| Q3 2023 | 11 | $4.1bn | n.a. | n.a. |
| Q4 2023 | 10 | $4.8bn | 6 | 2 |
| Q1 2024 | 15 | $6.0bn | 11 | 2 |
| Q2 2024 | 14 | $6.7bn | 9 | 4 |
| Q3 2024 | 13 | $7.5bn | 6 | 6 |
| Q4 2024 | 15 | $8.4bn | 7 | 8 |
| Q1 2025 | 15 | $6.9bn | 7 | 8 |
| Q2 2025 | 11 | $7.9bn | 4 | 8 |
| Q3 2025 | 19 | $7.5bn | 15 | 4 |
| Q4 2025 | 12 | $6.3bn | 11 | 21 |
| Q1 2026 | 13 | $3.9bn | 23 | 11 |
| Q2 2026 | 9 | $2.9bn | 13 | 21 |
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 →