Who owns Ares Management (ARES)
Which tracked institutional funds hold ARES, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See ARES company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
238 tracked funds added or opened ARES while 174 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
ARES’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes ARES more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in ARES divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 781 tracked filers holding ARES, 454 increased or opened the position and 392 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in ARES between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 50
- Jupiter Topco LLC$164M
- BCV Asset Management Inc.$55M
- Third Point LLC$42M
- Junto Capital Management LP$40M
- SAMLYN CAPITAL, LLC$35M
- Owl Creek Asset Management, L.P.$25M
Full exits 77
- JANUS HENDERSON GROUP PLC$180M
- Amundi$54M
- Apollo Management Holdings, L.P.$36M
- PICTON MAHONEY ASSET MANAGEMENT$19M
- LORD, ABBETT & CO. LLC$17M
- Alpine Global Management, LLC$15M
Largest adds
- BANK OF AMERICA CORP /DE/$867M
- BlackRock, Inc.$384M
- FMR LLC$200M
- UBS Group AG$139M
- MORGAN STANLEY$123M
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC$101M
Largest trims
- CITADEL ADVISORS LLC$217M
- Nuveen, LLC$203M
- MASSACHUSETTS FINANCIAL SERVICES CO /MA/$181M
- WELLINGTON MANAGEMENT GROUP LLP$164M
- Point72 Asset Management, L.P.$110M
- Capital World Investors$101M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 16,882,527 | $1.9B | 8.4% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 13,750,238 | $1.5B | 6.9% | 2026-Q2 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | 13,364,740 | $1.5B | 6.7% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 11,855,596 | $1.3B | 5.9% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 10,924,590 | $1.2B | 5.5% | 2026-Q2 |
| Capital World Investors trimmed | 10,644,025 | $1.2B | 5.3% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 9,526,077 | $1.1B | 4.8% | 2026-Q2 |
| STATE STREET CORP added | 8,978,721 | $999M | 4.5% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 6,748,327 | $751M | 3.4% | 2026-Q2 |
| CANADA PENSION PLAN INVESTMENT BOARD trimmed | 6,649,728 | $740M | 3.3% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 5,843,445 | $648M | 2.9% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 5,392,155 | $580M | 2.6% | 2026-Q2 |
| FRANKLIN RESOURCES INC trimmed | 4,747,665 | $528M | 2.4% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC added | 4,040,482 | $450M | 2.0% | 2026-Q2 |
| MORGAN STANLEY added | 3,881,619 | $432M | 1.9% | 2026-Q2 |
| Capital International Investors trimmed | 2,861,215 | $318M | 1.4% | 2026-Q2 |
| UBS Group AG added | 2,636,093 | $293M | 1.3% | 2026-Q2 |
| NORGES BANK added | 2,444,674 | $272M | 1.2% | 2026-Q2 |
| FMR LLC added | 2,357,236 | $262M | 1.2% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 2,338,467 | $260M | 1.2% | 2026-Q2 |
| LRI Investments, LLC trimmed | 2,335,268 | $231M | 1.0% | 2026-Q2 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ trimmed | 2,166,904 | $241M | 1.1% | 2026-Q2 |
| Invesco Ltd. trimmed | 1,981,808 | $221M | 1.0% | 2026-Q2 |
| NORTHERN TRUST CORP added | 1,959,529 | $218M | 1.0% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 1,950,681 | $217M | 1.0% | 2026-Q2 |
| Vulcan Value Partners, LLC added | 1,902,580 | $212M | 0.9% | 2026-Q2 |
| M&G PLC added | 1,634,051 | $181M | 0.8% | 2026-Q2 |
| BROWN ADVISORY INC trimmed | 1,625,481 | $181M | 0.8% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC added | 1,516,697 | $56M | 0.2% | 2026-Q2 |
| Clearbridge Investments, LLC added | 1,496,513 | $167M | 0.7% | 2026-Q2 |
| Jupiter Topco LLC new | 1,473,100 | $164M | 0.7% | 2026-Q2 |
| Curated Wealth Partners LLC added | 1,470,108 | $164M | 0.7% | 2026-Q2 |
| Calamos Advisors LLC added | 1,358,781 | $50M | 0.2% | 2026-Q2 |
| Boston Partners added | 1,356,720 | $151M | 0.7% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 1,232,562 | $137M | 0.6% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 1,208,883 | $135M | 0.6% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 1,148,389 | $128M | 0.6% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 1,109,100 | $123M | 0.6% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 1,060,479 | $118M | 0.5% | 2026-Q2 |
| Legal & General Group Plc trimmed | 1,059,958 | $118M | 0.5% | 2026-Q2 |
| CITIGROUP INC added | 988,889 | $110M | 0.5% | 2026-Q2 |
| Hamlin Capital Management, LLC added | 959,634 | $107M | 0.5% | 2026-Q2 |
| WESTFIELD CAPITAL MANAGEMENT CO LP trimmed | 952,032 | $106M | 0.5% | 2026-Q2 |
| ADVENT CAPITAL MANAGEMENT /DE/ added | 939,089 | $36M | 0.2% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 906,036 | $101M | 0.5% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 856,458 | $95M | 0.4% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 852,744 | $32M | 0.1% | 2026-Q2 |
| Quilter Plc trimmed | 833,075 | $93M | 0.4% | 2026-Q2 |
| RDST Capital LLC added | 791,316 | $88M | 0.4% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 737,843 | $82M | 0.4% | 2026-Q2 |
| CAT ROCK CAPITAL MANAGEMENT LP added | 664,000 | $74M | 0.3% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. trimmed | 659,147 | $24M | 0.1% | 2026-Q2 |
| INFRASTRUCTURE CAPITAL ADVISORS, LLC added | 604,806 | $22M | 0.1% | 2026-Q2 |
| PEREGRINE CAPITAL MANAGEMENT LLC trimmed | 579,930 | $65M | 0.3% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 571,975 | $64M | 0.3% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 565,082 | $63M | 0.3% | 2026-Q2 |
| Nuveen, LLC trimmed | 548,225 | $61M | 0.3% | 2026-Q2 |
| Partners Group Holding AG added | 536,811 | $60M | 0.3% | 2026-Q2 |
| BARCLAYS PLC trimmed | 518,803 | $58M | 0.3% | 2026-Q2 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 514,924 | $57M | 0.3% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 510,274 | $57M | 0.3% | 2026-Q2 |
| BCV Asset Management Inc. new | 509,283 | $55M | 0.2% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 500,474 | $56M | 0.2% | 2026-Q2 |
| Vanguard Global Advisers, LLC added | 453,958 | $51M | 0.2% | 2026-Q2 |
| Advent International, L.P. added | 445,570 | $50M | 0.2% | 2026-Q2 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 444,650 | $49M | 0.2% | 2026-Q2 |
| Corient Private Wealth LP added | 438,295 | $49M | 0.2% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 437,927 | $49M | 0.2% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 432,451 | $48M | 0.2% | 2026-Q2 |
| NEUBERGER BERMAN GROUP LLC added | 408,864 | $46M | 0.2% | 2026-Q2 |
| HSBC HOLDINGS PLC added | 408,197 | $45M | 0.2% | 2026-Q2 |
| Munich Reinsurance Co Stock Corp in Munich trimmed | 406,937 | $45M | 0.2% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 393,846 | $44M | 0.2% | 2026-Q2 |
| Third Point LLC new | 375,000 | $42M | 0.2% | 2026-Q2 |
| CINCINNATI INSURANCE CO | 370,672 | $41M | 0.2% | 2026-Q2 |
| National Pension Service added | 367,433 | $41M | 0.2% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC trimmed | 362,969 | $40M | 0.2% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ added | 361,787 | $40M | 0.2% | 2026-Q2 |
| Junto Capital Management LP added | 360,113 | $40M | 0.2% | 2026-Q2 |
| CINCINNATI FINANCIAL CORP | 353,154 | $39M | 0.2% | 2026-Q2 |
| Estuary Capital Management LP added | 347,115 | $39M | 0.2% | 2026-Q2 |
| SAMLYN CAPITAL, LLC new | 317,766 | $35M | 0.2% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 301,496 | $34M | 0.2% | 2026-Q2 |
| California Public Employees Retirement System added | 282,654 | $31M | 0.1% | 2026-Q2 |
| Point72 Asset Management, L.P. trimmed | 277,646 | $31M | 0.1% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 271,259 | $30M | 0.1% | 2026-Q2 |
| CIBC Bancorp USA Inc. trimmed | 269,345 | $30M | 0.1% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 258,120 | $29M | 0.1% | 2026-Q2 |
| Mirae Asset Global Investments Co., Ltd. added | 255,980 | $28M | 0.1% | 2026-Q2 |
| Jefferies Financial Group Inc. added | 251,700 | $28M | 0.1% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 250,118 | $28M | 0.1% | 2026-Q2 |
| Saba Capital Management, L.P. added | 249,745 | $28M | 0.1% | 2026-Q2 |
| FEDERATED HERMES, INC. added | 243,637 | $27M | 0.1% | 2026-Q2 |
| Owl Creek Asset Management, L.P. new | 220,118 | $25M | 0.1% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 217,322 | $24M | 0.1% | 2026-Q2 |
| Sumitomo Mitsui DS Asset Management Company, Ltd added | 215,915 | $24M | 0.1% | 2026-Q2 |
| MARSICO CAPITAL MANAGEMENT LLC new | 207,817 | $23M | 0.1% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. trimmed | 206,218 | $23M | 0.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 199,400 | $22M | 0.1% | 2026-Q2 |
| Blue Whale Capital LLP added | 194,657 | $22M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.