HoldingsHub
中文

Home › Stocks › ARES

ARES — ARES MANAGEMENT CORPORATION

Reported value held$16.58B
Funds holding (latest)53
SectorFinancials

Index member: S&P 500

Funds holding (Q2 2026)42
Institutional value$11.87B · 108.58M sh
New / Add / Cut / Exit4 / 19 / 15 / 3
Top-5 / Top-10 concentration52.2% / 75.8%
Institutional holdings change Accumulating +4.2% (+4.33M sh)
Institutional value change Up +6.5%

As of Q2 2026, 42 SEC-registered investment managers reported holding ARES (ARES MANAGEMENT CORPORATION) in their latest 13F filings, with a combined reported value of $11.87B across 108.58M shares. That is +4.2% by share count (+4.33M shares) versus the previous quarter, while reported value moved +6.5%. Ownership is concentrated: the five largest holders account for 52.2% of reported value and the top ten for 75.8%.

Compared with the prior quarter, 4 opened new positions, 19 added to existing stakes, 15 trimmed, 3 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

ARES is a constituent of the S&P 500 and is classified in the Financials sector.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

FundQuarterSharesValuePortfolio WeightChange
Vanguard Group history Q4 2025 26.05M $4.21B 0.06% Add
BlackRock Inc history Q2 2026 16.88M $1.88B 0.03% Add
Bank of America Corp history Q2 2026 11.86M $1.32B 0.09% Add
Capital World Investors history Q2 2026 10.64M $1.18B 0.15% Reduce
Wellington Management Group history Q2 2026 9.53M $1.06B 0.19% Reduce
Charles Schwab Investment Management history Q2 2026 6.75M $751.16M 0.10% Add
CPP Investments history Q2 2026 6.65M $740.18M 0.41% Reduce
Geode Capital Management history Q2 2026 5.84M $647.95M 0.04% Add
Franklin Resources history Q2 2026 4.75M $528.46M 0.12% Reduce
Principal Global Investors history Q2 2026 4.04M $449.75M 0.22% Add
Morgan Stanley history Q2 2026 3.88M $432.06M 0.02% Add
UBS Group AG history Q2 2026 2.64M $293.42M 0.04% Add
Norges Bank Investment Management history Q2 2026 2.44M $272.12M 0.03% Hold
Citigroup Inc history Q2 2026 2.41M $268.81M 0.09% Add
Fidelity Management & Research (FMR) history Q2 2026 2.36M $262.38M 0.01% Add
Goldman Sachs Group history Q2 2026 2.34M $260.29M 0.02% Add
MFS Investment Management history Q2 2026 2.17M $241.46M 0.08% Reduce
Lone Pine Capital history Q1 2025 1.60M $235.23M 2.03% Reduce
Invesco Ltd history Q2 2026 1.98M $220.60M 0.02% Reduce
Northern Trust Corp history Q2 2026 1.96M $218.12M 0.03% Add

View all 53 fund holders →

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 20 funds)

FundQ3 2021Q4 2021Q1 2022Q2 2022Q3 2022Q4 2022Q1 2023Q2 2023Q3 2023Q4 2023Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
BlackRock Inc — — — — — — — — — — — — 12.81M 13.02M 12.78M 13.20M 12.96M 16.21M 16.17M 16.88M
Bank of America Corp 1.52M 1.90M 2.75M 2.70M 2.81M 2.67M 2.62M 2.39M 2.48M 2.56M 2.54M 2.84M 3.23M 3.14M 4.01M 4.30M 4.58M 4.50M 4.20M 11.86M
Capital World Investors 10.21M 10.21M 10.06M 10.06M 10.06M 10.06M 10.06M 10.06M 11.08M 11.08M 11.08M 10.53M 10.53M 10.75M 11.91M 11.75M 11.58M 10.13M 11.78M 10.64M
Wellington Management Group 16.80M 15.37M 15.80M 19.39M 20.44M 19.44M 17.63M 18.77M 17.54M 15.86M 17.54M 18.65M 17.15M 15.38M 13.62M 12.63M 9.38M 5.83M 11.16M 9.53M
Charles Schwab Investment Management 822.16K 872.73K 896.73K 941.56K 884.29K 930.39K 942.36K 970.30K 573.53K 608.12K 612.36K 646.51K 682.99K 715.26K 735.15K 796.47K 813.04K 1.31M 5.96M 6.75M
CPP Investments — 89.00K 2.50K 18.90K — 700 — — 910.69K 1.78M 1.77M 1.58M 1.56M 1.64M 1.73M 1.61M 1.98M 4.48M 7.61M 6.65M
Geode Capital Management 1.87M 1.94M 2.02M 2.04M 1.92M 2.01M 2.09M 2.23M 2.31M 2.47M 2.59M 2.77M 2.95M 3.01M 3.21M 3.45M 3.53M 5.49M 5.62M 5.84M
Franklin Resources 2.78M 2.72M 2.71M 2.83M 2.69M 3.27M 3.18M 3.19M 3.80M 3.87M 3.74M 3.66M 3.68M 3.49M 4.18M 5.62M 5.30M 5.40M 5.12M 4.75M
Principal Global Investors 2.06M 2.04M 2.11M 1.91M 1.83M 1.79M 1.64M 1.59M 1.58M 1.57M 1.57M 2.17M 2.85M 3.20M 3.35M 3.44M 3.53M 3.84M 4.01M 4.04M
Morgan Stanley 1.20M 1.50M 1.55M 1.16M 1.11M 1.27M 1.29M 1.27M 1.60M 1.68M 1.79M 1.90M 2.74M 2.91M 3.04M 3.69M 3.67M 3.24M 2.82M 3.88M
UBS Group AG 602.14K 558.34K 491.34K 339.39K 385.52K 360.48K 1.47M 300.90K 350.91K 384.55K 470.55K 585.56K 511.06K 711.21K 933.20K 1.07M 1.02M 1.37M 1.46M 2.64M
Norges Bank Investment Management — — — — — 1.57M — — — 1.73M — 2.32M — 2.15M — 1.90M — 2.45M — 2.44M
Citigroup Inc 51.31K 58.91K 44.46K 39.95K 22.29K 50.38K 52.59K 40.13K 40.62K 44.26K 48.87K 44.67K 61.17K 179.41K 218.63K 243.97K 715.75K 1.05M 1.91M 2.41M
Fidelity Management & Research (FMR) 3.91M 4.24M 4.58M 4.05M 2.88M 754.57K 721.22K 4.58M 5.84M 6.96M 7.02M 6.24M 6.30M 7.11M 8.07M 8.01M 7.93M 8.14M 1.37M 2.36M
Goldman Sachs Group 557.28K 759.17K 844.95K 1.23M 1.50M 924.43K 659.24K 676.10K 697.32K 973.20K 700.85K 869.47K 865.65K 694.75K 897.57K 828.11K 887.55K 1.31M 2.02M 2.34M
MFS Investment Management — — — — — — — — — — 3.19M 5.06M 5.06M 5.13M 5.02M 4.59M 4.52M 5.71M 3.85M 2.17M
Invesco Ltd 171.02K 262.59K 235.62K 107.24K 210.90K 128.73K 555.49K 954.16K 1.46M 1.64M 1.61M 2.67M 2.92M 2.67M 2.36M 1.54M 933.51K 1.62M 2.24M 1.98M
Northern Trust Corp 625.60K 634.31K 665.20K 681.19K 715.09K 861.39K 873.91K 886.94K 925.11K 860.94K 923.35K 993.03K 1.04M 1.19M 1.10M 1.21M 1.25M 1.69M 1.89M 1.96M
BNY Mellon 2.30M 1.77M 1.82M 1.77M 1.63M 1.67M 2.93M 3.71M 3.34M 1.89M 1.63M 1.43M 883.89K 865.71K 997.55K 906.02K 789.88K 1.17M 1.14M 1.11M
Deutsche Bank AG 12.10K 9.94K 10.66K 18.25K 12.37K 155.36K 176.52K 210.53K 191.66K 268.03K 231.56K 344.97K 210.95K 246.15K 318.13K 336.48K 415.69K 515.23K 915.83K 1.06M

Download holders (CSV)