DaveManuel.com · Institutional Ownership · Who Owns It
ARES MANAGEMENT CORPORATION (ARES)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
826
Reporting holders
$25.3B
Reported value
1.5%
Calls
1.9%
Puts
+12
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $1.9B | 16,882,527 | 0.03% | 8q | +4.4%+$79.4M |
| VANGUARD CAPITAL MANAGEMENT LLC | $1.5B | 13,750,238 | 0.03% | 2q | +1.9%+$29.0M |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | $1.5B | 13,364,740 | 28.22% | 26q | HELD |
| BANK OF AMERICA CORP /DE/ | $1.3B | 11,855,596 | 0.09% | 31q | +182.5%+$852.5M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1.2B | 10,924,590 | 0.05% | 2q | +1.2%+$14.2M |
| Capital World Investors | $1.2B | 10,644,025 | 0.14% | 31q | -9.7%-$126.9M |
| WELLINGTON MANAGEMENT GROUP LLP | $1.1B | 9,526,077 | 0.18% | 29q | -14.7%-$182.2M |
| STATE STREET CORP | $999.4M | 8,978,721 | 0.03% | 31q | +4.3%+$41.6M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $751.2M | 6,748,327 | 0.10% | 30q | +13.2%+$87.4M |
| CANADA PENSION PLAN INVESTMENT BOARD | $740.2M | 6,649,728 | 0.41% | 12q | -12.7%-$107.4M |
| GEODE CAPITAL MANAGEMENT, LLC | $647.9M | 5,843,445 | 0.03% | 30q | +3.9%+$24.3M |
| JPMORGAN CHASE & CO | $582.3M incl. $2.2M options PUT | 5,392,155 | 0.03% | 31q | +19.2%+$93.9M |
| FRANKLIN RESOURCES INC | $528.5M | 4,747,665 | 0.11% | 29q | -7.3%-$41.7M |
| PRINCIPAL FINANCIAL GROUP INC | $449.7M | 4,040,482 | 0.22% | 28q | +0.8%+$3.5M |
| MORGAN STANLEY | $432.1M | 3,881,619 | 0.02% | 31q | +37.5%+$117.8M |
| Capital International Investors | $318.5M | 2,861,215 | 0.07% | 31q | -6.4%-$21.7M |
| T. Rowe Price Investment Management, Inc. | $314.1M | 2,822,145 | 0.21% | new | NEW |
| UBS Group AG | $293.4M | 2,636,093 | 0.04% | 31q | +86.0%+$135.7M |
| NORGES BANK | $272.1M | 2,444,674 | 0.03% | 24q | HELD |
| CITIGROUP INC | $268.8M incl. $158.7M options CALL+PUT | 988,889 | 0.09% | 31q | +24.3%+$52.5M |
| FMR LLC | $262.4M | 2,357,236 | 0.01% | 31q | +72.2%+$110.1M |
| GOLDMAN SACHS GROUP INC | $260.3M | 2,338,467 | 0.02% | 31q | +18.2%+$40.0M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $241.5M | 2,166,904 | 0.08% | 10q | -43.7%-$187.1M |
| LRI Investments, LLC | $230.9M | 2,335,268 | 18.57% | 9q | HELD |
| Invesco Ltd. | $220.6M | 1,981,808 | 0.02% | 31q | -11.4%-$28.4M |
| NORTHERN TRUST CORP | $218.1M | 1,959,529 | 0.03% | 31q | +3.5%+$7.5M |
| PRICE T ROWE ASSOCIATES INC /MD/ | $217.1M | 1,950,681 | 0.02% | 26q | -6.1%-$14.0M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $212.8M incl. $200.8M options CALL+PUT | 107,929 | 0.02% | 31q | -46.9%-$187.8M |
| Vulcan Value Partners, LLC | $211.8M | 1,902,580 | 6.45% | 16q | +12.5%+$23.5M |
| M&G PLC | $181.4M | 1,634,051 | 0.90% | 10q | +5.5%+$9.5M |
| BROWN ADVISORY INC | $180.9M | 1,625,481 | 0.28% | 31q | -16.7%-$36.3M |
| Clearbridge Investments, LLC | $166.6M | 1,496,513 | 0.14% | 8q | +15.7%+$22.7M |
| Jupiter Topco LLC | $164.0M | 1,473,100 | 0.07% | new | FIRST |
| Curated Wealth Partners LLC | $163.6M | 1,470,108 | 18.96% | 23q | HELD |
| Boston Partners | $151.1M | 1,356,720 | 0.13% | 2q | +32.1%+$36.7M |
| RAYMOND JAMES FINANCIAL INC | $137.2M | 1,232,562 | 0.04% | 7q | -8.5%-$12.7M |
| VANGUARD FIDUCIARY TRUST CO | $134.6M | 1,208,883 | 0.03% | 2q | +1.8%+$2.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $127.8M | 1,148,389 | 0.02% | 31q | +13.7%+$15.4M |
| Bank of New York Mellon Corp | $123.5M | 1,109,100 | 0.02% | 31q | -3.0%-$3.8M |
| BESSEMER GROUP INC | $123.1M | 1,105,985 | 0.17% | 14q | +26499.0%+$122.6M |
| DEUTSCHE BANK AG\ | $118.0M | 1,060,479 | 0.03% | 30q | +15.8%+$16.1M |
| Legal & General Group Plc | $118.0M | 1,059,958 | 0.02% | 31q | -4.5%-$5.5M |
| Hamlin Capital Management, LLC | $106.8M | 959,634 | 2.40% | 21q | +1.5%+$1.6M |
| WESTFIELD CAPITAL MANAGEMENT CO LP | $106.0M | 952,032 | 0.35% | 20q | -39.5%-$69.1M |
| AMERICAN CENTURY COMPANIES INC | $100.9M | 906,036 | 0.04% | 19q | +65.9%+$40.1M |
| ENVESTNET ASSET MANAGEMENT INC | $95.3M | 856,458 | 0.02% | 31q | -6.9%-$7.1M |
| Quilter Plc | $92.7M | 833,075 | 1.40% | 27q | -6.5%-$6.4M |
| BNP PARIBAS FINANCIAL MARKETS | $88.2M incl. $31.4M options CALL+PUT | 510,274 | 0.03% | 29q | +11.3%+$8.9M |
| RDST Capital LLC | $88.1M | 791,316 | 7.29% | 2q | +146.5%+$52.4M |
| TRUIST FINANCIAL CORP | $82.1M | 737,843 | 0.10% | 27q | +3.8%+$3.0M |
| JANE STREET GROUP, LLC | $79.1M incl. $78.2M options CALL+PUT | 8,204 | 0.01% | 25q | +28.5%+$17.5M |
| CITADEL ADVISORS LLC | $74.9M incl. $64.7M options CALL+PUT | 90,970 | 0.01% | 31q | -95.6%-$1.6B |
| CAT ROCK CAPITAL MANAGEMENT LP | $73.9M | 664,000 | 17.15% | 3q | +12.9%+$8.4M |
| PEREGRINE CAPITAL MANAGEMENT LLC | $64.6M | 579,930 | 2.10% | 27q | -0.8%-$532.7K |
| ROYAL BANK OF CANADA | $63.7M | 571,975 | 0.01% | 31q | -5.4%-$3.6M |
| WELLS FARGO & COMPANY/MN | $62.9M | 565,082 | 0.01% | 31q | +3.4%+$2.1M |
| Nuveen, LLC | $61.0M | 548,225 | 0.01% | 6q | -77.4%-$208.5M |
| BARCLAYS PLC | $59.9M incl. $2.2M options CALL+PUT | 518,803 | 0.01% | 31q | -23.4%-$18.3M |
| Partners Group Holding AG | $59.8M | 536,811 | 4.07% | 31q | +4.0%+$2.3M |
| Walleye Trading LLC | $59.1M CALL+PUT | options only | 0.07% | 14q | OPTIONS |
| Mitsubishi UFJ Asset Management Co., Ltd. | $57.3M | 514,924 | 0.03% | 15q | +6.4%+$3.5M |
| Amundi | $56.3M | 505,375 | 0.01% | 16q | +1.4%+$775.3K |
| DIMENSIONAL FUND ADVISORS LP | $55.7M | 500,474 | 0.01% | 31q | -3.9%-$2.3M |
| IMC-Chicago, LLC | $55.2M CALL+PUT | options only | 0.01% | 6q | OPTIONS |
| BCV Asset Management Inc. | $54.9M | 509,283 | 1.66% | new | NEW |
| Vanguard Global Advisers, LLC | $50.5M | 453,958 | 0.02% | 2q | +0.9%+$453.3K |
| MILLENNIUM MANAGEMENT LLC | $50.2M incl. $9.8M options CALL+PUT | 362,969 | 0.02% | 28q | -68.9%-$111.4M |
| Parallax Volatility Advisers, L.P. | $49.7M incl. $42.0M options PUT | 68,797 | 0.08% | 3q | +67.4%+$20.0M |
| Advent International, L.P. | $49.6M | 445,570 | 0.28% | 5q | +3.9%+$1.9M |
| Sumitomo Mitsui Trust Group, Inc. | $49.5M | 444,650 | 0.03% | 15q | -3.6%-$1.9M |
| VANGUARD ASSET MANAGEMENT, Ltd | $48.7M | 437,927 | 0.03% | 2q | +15.3%+$6.5M |
| Corient Private Wealth LP | $48.4M | 435,078 | 0.07% | 15q | +36.2%+$12.9M |
| FIRST TRUST ADVISORS LP | $48.1M | 432,451 | 0.03% | 27q | +846.8%+$43.1M |
| GROUP ONE TRADING LLC | $47.4M CALL+PUT | options only | 0.07% | 15q | OPTIONS |
| NEUBERGER BERMAN GROUP LLC | $45.5M | 408,864 | 0.03% | 31q | +220.3%+$31.3M |
| Munich Reinsurance Co Stock Corp in Munich | $45.3M | 406,937 | 0.99% | 2q | -0.8%-$383.6K |
| HSBC HOLDINGS PLC | $45.2M | 408,197 | 0.02% | 15q | +10.6%+$4.3M |
| RHUMBLINE ADVISERS | $43.8M | 393,846 | 0.03% | 29q | -2.0%-$904.8K |
| Third Point LLC | $41.7M | 375,000 | 0.89% | new | NEW |
| CINCINNATI INSURANCE CO | $41.3M | 370,672 | 0.59% | 3q | HELD |
| National Pension Service | $40.9M | 367,433 | 0.03% | 13q | +18.6%+$6.4M |
| NATIONAL BANK OF CANADA /FI/ | $40.3M | 361,787 | 0.03% | 19q | +35.4%+$10.5M |
| Junto Capital Management LP | $40.1M | 360,113 | 0.70% | new | NEW |
| CINCINNATI FINANCIAL CORP | $39.3M | 353,154 | 0.75% | 5q | HELD |
| Estuary Capital Management LP | $38.6M | 347,115 | 6.56% | 2q | +5.7%+$2.1M |
| Jefferies Financial Group Inc. | $36.4M incl. $8.4M options CALL+PUT | 251,700 | 0.24% | 7q | +5.3%+$1.8M |
| SAMLYN CAPITAL, LLC | $35.4M | 317,766 | 0.58% | new | NEW |
| Point72 Asset Management, L.P. | $34.7M incl. $3.8M options CALL+PUT | 277,646 | 0.04% | 2q | -78.5%-$126.9M |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $33.6M | 301,496 | 0.03% | 29q | -1.4%-$462.7K |
| California Public Employees Retirement System | $31.5M | 282,654 | 0.02% | 31q | +1.2%+$365.0K |
| CIBC Bancorp USA Inc. | $30.0M | 269,345 | 0.04% | 3q | -9.0%-$3.0M |
| ALLIANCEBERNSTEIN L.P. | $29.6M | 271,259 | 0.01% | 31q | +15.4%+$3.9M |
| CAZ INVESTMENTS LP | $28.9M incl. $6.7M options PUT | 200,000 | 2.81% | new | NEW |
| AQR CAPITAL MANAGEMENT LLC | $28.7M | 258,120 | 0.01% | 8q | +19.4%+$4.7M |
| Mirae Asset Global Investments Co., Ltd. | $28.5M | 255,980 | 0.04% | 12q | +17.1%+$4.2M |
| Rockefeller Capital Management L.P. | $27.8M | 250,118 | 0.04% | 27q | -5.9%-$1.8M |
| Saba Capital Management, L.P. | $27.8M | 249,745 | 0.71% | 2q | +3.6%+$962.6K |
| FEDERATED HERMES, INC. | $27.1M | 243,637 | 0.04% | 31q | +15.1%+$3.6M |
| Owl Creek Asset Management, L.P. | $24.5M | 220,118 | 2.03% | new | NEW |
| SEI INVESTMENTS CO | $24.2M | 217,322 | 0.02% | 19q | -1.4%-$341.7K |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-10-30 | 13G | Vanguard Portfolio Management | 5.0% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 250 | $919.1M | 7,895,321 | 27 | 93 | 65 | 0.1% |
| Q2 2026 | 826 | $25.3B | 219,892,778 | 124 | 344 | 221 | 3.4% |
| Q1 2026 | 814 | $23.5B | 206,952,328 | 136 | 287 | 267 | 4.3% |
| Q4 2025 | 845 | $34.3B | 208,580,223 | 128 | 303 | 241 | 1.9% |
| Q3 2025 | 787 | $32.4B | 199,815,468 | 88 | 311 | 223 | 1.4% |
| Q2 2025 | 783 | $33.8B | 192,683,776 | 107 | 297 | 260 | 1.4% |
| Q1 2025 | 754 | $27.3B | 184,620,318 | 108 | 315 | 196 | 1.0% |
| Q4 2024 | 737 | $32.0B | 180,410,362 | 101 | 250 | 205 | 0.3% |
| Q3 2024 | 667 | $29.2B | 186,279,131 | 110 | 255 | 178 | 0.4% |
| Q2 2024 | 619 | $24.4B | 182,316,769 | 74 | 244 | 187 | 0.2% |
| Q1 2024 | 614 | $22.9B | 168,999,648 | 110 | 191 | 201 | 1.8% |
| Q4 2023 | 556 | $19.7B | 164,997,685 | 84 | 193 | 163 | 0.4% |
| Q3 2023 | 491 | $16.8B | 157,044,925 | 75 | 169 | 128 | 0.3% |
| Q2 2023 | 446 | $14.9B | 154,751,666 | 53 | 145 | 153 | 0.2% |
| Q1 2023 | 443 | $12.9B | 150,498,785 | 75 | 150 | 124 | 2.8% |
| Q4 2022 | 413 | $10.2B | 145,355,311 | 89 | 127 | 125 | 2.8% |
| Q3 2022 | 354 | $13.4B | 214,407,305 | 56 | 113 | 109 | 0.8% |
| Q2 2022 | 343 | $12.0B | 211,284,293 | 51 | 112 | 117 | 0.2% |
| Q1 2022 | 355 | $14.7B | 180,327,593 | 44 | 127 | 101 | 0.1% |
| Q4 2021 | 358 | $14.5B | 178,857,651 | 73 | 108 | 90 | 0.1% |
| Q3 2021 | 291 | $12.0B | 162,661,276 | 46 | 93 | 94 | 0.1% |
| Q2 2021 | 272 | $9.8B | 153,780,753 | 61 | 122 | 40 | 0.1% |
| Q1 2021 | 235 | $7.5B | 134,404,193 | 34 | 87 | 73 | 0.1% |
| Q4 2020 | 230 | $6.6B | 140,007,874 | 37 | 85 | 63 | 0.2% |
| Q3 2020 | 201 | $9.1B | 225,712,533 | 27 | 79 | 48 | 0.1% |
| Q2 2020 | 199 | $8.6B | 216,293,482 | 53 | 70 | 57 | 0.2% |
| Q1 2020 | 176 | $7.2B | 233,058,566 | 37 | 58 | 56 | 0.1% |
| Q4 2019 | 173 | $3.8B | 107,258,565 | 37 | 60 | 49 | 0.1% |
| Q3 2019 | 158 | $2.6B | 98,601,614 | 36 | 63 | 41 | 0.0% |
| Q2 2019 | 144 | $1.9B | 73,677,062 | 42 | 49 | 31 | 0.4% |
| Q1 2019 | 125 | $1.4B | 60,414,852 | 35 | 37 | 33 | 0.4% |
| Q4 2018 | 105 | $1.1B | 59,215,012 | 5 | 0 | 0 | 0.4% |