Ares Management ARES Institutional Ownership

NYSE ARES

$117.57 +0.95 (+0.81%)

At close: Oct 2, 2026 · 4:00 PM EDT

Institutions by Trading Activity

864 Institutions

Increased 505 58.4%

Unchanged 106 12.3%

Reduced 253 29.3%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

129.04%

▲+23.37 pp QoQ

Shares Held by Institutions

292.03Mn

of 226.30Mn outstanding

▲+26.25% QoQ

Shares Outstanding

226.30Mn

-65.73Mn held outside 13F filers

Institutional Investors

864

filed 13F for Jun 2026

▲+5 vs prior quarter

Net Shares Added (QoQ)

+60.72Mn

accumulated since last quarter

Value of Holdings

$34.33Bn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Ares Management Corp (NYSE:ARES) is held by 3 institutional investors per 13F filings through September 2026.

Collectively, these holders controlled 0.0% of Ares Management's outstanding shares in September 2026, down from 129.0% in June 2026.
Their total shares held in ARES decreased -0.47% quarter over quarter, and separately, investors owning Ares Management decreased 99.65% from a year ago.
Of these 3 holders, 1 added to their stakes in Ares Management, 1 trimmed positions, and 1 made no changes.
Altogether, these fund groups held 10.31K shares in ARES by September 2026, down by 49 shares quarter on quarter, and down 220.71Mn shares year over year.
As of September 30, 2026, the biggest holder of Ares Management is Coastline Trust Co at 9.94K shares, representing 0.0% of shares outstanding.
The largest buyers of Ares Management for the quarter ending September 2026 were BURKETT FINANCIAL SERVICES, LLC (146).
The largest sales of ARES for the quarter ending September 2026 came from Coastline Trust Co (195).
Per Business Quant data, the top 3 holders of Ares Management for the quarter ending September 2026 are Coastline Trust Co (9.94K), BURKETT FINANCIAL SERVICES, LLC (194), Noble Wealth Management PBC (180).

Form 13F Holdings

863 Institutional Holders

Report period 30 Jun, 2026

Total shares held 292.03Mn

Of outstanding 129.04%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	Fosun International Ltd	0001447884	35,720,000	15.78%	0	0.00%	$13.09Mn
2	BlackRock, Inc.	0002012383	16,882,527	7.46%	▲713,462	+4.41%	$1.88Bn
3	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	13,750,238	6.08%	▲260,775	+1.93%	$1.53Bn
4	Sumitomo Mitsui Financial Group, Inc.	0001022837	13,364,740	5.91%	0	0.00%	$1.49Bn
5	Bank Of America Corp /De/	0000070858	11,855,596	5.24%	▲7,658,749	+182.49%	$1.32Bn
6	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	10,924,590	4.83%	▲127,568	+1.18%	$1.22Bn
7	Capital World Investors	0001422849	10,644,025	4.70%	▼1,140,095	-9.67%	$1.18Bn
8	WELLINGTON MANAGEMENT GROUP LLP	0000902219	9,526,077	4.21%	▼1,636,725	-14.66%	$1.06Bn
9	Franklin Templeton Inc	0000038777	9,139,013	4.04%	▼555,526	-5.73%	$334.94Mn
10	State Street Corp	0000093751	8,978,721	3.97%	▲374,120	+4.35%	$999.42Mn
11	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0000884546	6,748,327	2.98%	▲785,021	+13.16%	$751.16Mn
11	Sixth Street Partners Management Company, L.P.	0001812095	6,748,327	2.98%	▲6,748,327	0.00%	$751.16Mn
12	CANADA PENSION PLAN INVESTMENT BOARD	0001283718	6,649,728	2.94%	▼964,917	-12.67%	$740.18Mn
13	GEODE CAPITAL MANAGEMENT, LLC	0001214717	5,843,445	2.58%	▲219,432	+3.90%	$647.95Mn
14	Jpmorgan Chase & Co	0000019617	5,392,155	2.38%	▲869,811	+19.23%	$580.20Mn
15	Franklin Templeton Inc	0000038777	4,747,665	2.10%	▼374,805	-7.32%	$528.46Mn
16	FMR LLC	0000315066	4,568,529	2.02%	▲2,220,200	+94.54%	$171.91Mn
17	Russell Investments Group, Ltd.	0001692234	4,413,700	1.95%	▲1,150,150	+35.24%	$3.24Mn
18	Principal Financial Group Inc	0001126328	4,040,482	1.79%	▲31,191	+0.78%	$449.75Mn
19	Morgan Stanley	0000895421	3,881,619	1.72%	▲1,057,990	+37.47%	$432.06Mn

Showing 1 to 20 of 863 holders