Mar 31, 2026 filings. Quarterly 13F reports arrive up to 45 days after quarter end; this register is filed through May 29, 2026.
765 institutional managers reported holding ARES for the quarter ended Mar 31, 2026. Together they hold about 66% of shares outstanding; the top 10 hold 36%. 131 opened new positions; 174 closed out. Complete ranked register from SEC 13F filings.
| manager | shares | % out | value (Mar 31, 2026 close) | change | held since |
|---|---|---|---|---|---|
| Vanguard Group | 26.43M | 8.44% | $2.88B | added +1.4% | 2018 Q4 |
| BlackRock | 16.17M | 5.16% | $1.76B | unchanged | 2018 Q4 |
| Sumitomo Mitsui DS Asset Management Company, LTD | 13.54M | 4.32% | $1.48B | unchanged | 2020 Q1 |
| Capital Group (American Funds) | 11.78M | 3.76% | $1.29B | added +16.3% | 2017 Q2 |
| Wellington Management | 11.16M | 3.56% | $1.22B | added +91.5% | 2019 Q2 |
| State Street | 8.60M | 2.75% | $938.8M | added +1.1% | 2018 Q4 |
| CPP Investment Board | 7.61M | 2.43% | $830.8M | added +70.1% | 2023 Q3 |
| Charles Schwab Investment Management | 5.96M | 1.90% | $650.7M | added +353.5% | 2019 Q1 |
| Geode Capital | 5.62M | 1.80% | $613.6M | added +2.5% | 2019 Q1 |
| Franklin Resources | 5.12M | 1.64% | $558.9M | trimmed -5.1% | 2019 Q2 |
| Bank OF America CORP /DE/ | 4.20M | 1.34% | $457.9M | trimmed -6.8% | 2014 Q2 |
| Principal Financial Group INC | 4.01M | 1.28% | $437.9M | added +4.4% | 2019 Q3 |
| MFS Investment Management | 3.85M | 1.23% | $419.7M | trimmed -32.6% | 2024 Q1 |
| Pacer Advisors, INC. | 3.76M | 1.20% | $410.1M | added +29.5% | 2024 Q3 |
| Capital International Investors | 3.06M | 0.98% | $333.5M | trimmed -28.2% | 2018 Q3 |
| Morgan Stanley | 2.82M | 0.90% | $308.1M | trimmed -12.9% | 2014 Q2 |
| UBS | 2.43M | 0.78% | $264.9M | added +3.2% | 2014 Q2 |
| Nuveen | 2.42M | 0.77% | $264.2M | added +2.6% | 2019 Q2 |
| LRI Investments, LLC | 2.34M | 0.75% | $255.6M | trimmed -2.1% | 2024 Q1 |
| Invesco | 2.24M | 0.71% | $244.0M | added +38% | 2018 Q4 |
| Citadel Advisors | 2.08M | 0.66% | $227.0M | added +262.7% | 2025 Q3 |
| T. Rowe Price | 2.08M | 0.66% | $226.6M | trimmed -65.3% | 2020 Q1 |
| Goldman Sachs | 1.98M | 0.63% | $215.9M | added +51.2% | 2018 Q3 |
| Brown Advisory INC | 1.95M | 0.62% | $212.9M | trimmed -18.4% | 2018 Q3 |
| Northern Trust | 1.89M | 0.60% | $206.5M | added +11.7% | 2018 Q4 |
| Vulcan Value Partners, LLC (focused) | 1.69M | 0.54% | $184.5M | unchanged | 2022 Q3 |
| Janus Henderson | 1.65M | 0.53% | $180.4M | added +43.8% | 2021 Q2 |
| Westfield Capital Management CO LP | 1.57M | 0.50% | $171.6M | added +36.6% | 2021 Q3 |
| M&G PLC | 1.55M | 0.49% | $169.0M | added +27% | 2024 Q1 |
| Curated Wealth Partners LLC | 1.47M | 0.47% | $160.2M | added +3.5% | 2020 Q4 |
| FMR (Fidelity) | 1.37M | 0.44% | $149.3M | trimmed -83.2% | 2014 Q2 |
| Raymond James Financial INC | 1.35M | 0.43% | $146.9M | trimmed -20.8% | 2016 Q2 |
| Clearbridge Investments, LLC | 1.29M | 0.41% | $141.1M | trimmed -26.5% | 2024 Q3 |
| Point72 | 1.29M | 0.41% | $141.0M | opened | 2020 Q4 |
| Millennium Management | 1.17M | 0.37% | $127.5M | added +8994.7% | 2018 Q1 |
| BNY Mellon | 1.14M | 0.36% | $124.7M | trimmed -2.6% | 2014 Q3 |
| Legal & General Group PLC | 1.11M | 0.35% | $121.1M | unchanged | 2018 Q3 |
| Boston Partners | 1.03M | 0.33% | $112.1M | opened | 2026 Q1 |
| Hamlin Capital Management, LLC (focused) | 945.3k | 0.30% | $103.1M | trimmed -6% | 2021 Q2 |
| Envestnet Asset Management INC | 920.1k | 0.29% | $100.4M | added +7.3% | 2018 Q4 |
| Deutsche Bank AG\ | 915.8k | 0.29% | $99.9M | added +77.8% | 2017 Q2 |
| Quilter PLC | 890.9k | 0.28% | $97.2M | added +26.5% | 2019 Q4 |
| Citigroup INC | 795.9k | 0.25% | $86.8M | added +19% | 2014 Q2 |
| Cincinnati Insurance CO | 769.1k | 0.25% | $83.9M | added +148.7% | 2025 Q2 |
| Truist Financial CORP | 710.5k | 0.23% | $77.5M | added +7% | 2019 Q4 |
| Barclays PLC | 677.1k | 0.22% | $73.9M | added +12.8% | 2017 Q2 |
| Royal Bank OF Canada | 604.5k | 0.19% | $66.0M | added +0.8% | 2014 Q3 |
| CAT Rock Capital Management LP (focused) | 588.1k | 0.19% | $64.2M | added +377.7% | 2023 Q4 |
| Peregrine Capital Management LLC | 584.7k | 0.19% | $63.8M | trimmed -1.6% | 2019 Q4 |
| Mitsubishi UFJ Asset Management CO., LTD. | 570.6k | 0.18% | $62.3M | added +8.3% | 2022 Q4 |
Largest 50 of 765 shown; the full ranked, searchable register is at boothcheck.com/holders/ARES. Related filers are grouped using the filings' own included-manager declarations. Historically, several managers opening new positions in the same quarter said almost nothing about the quarter that followed (59,118 cases since 2013). A filed record, not a forecast. Nothing here is investment advice.