711 tracked 13F filers disclose a position in ARES as of the latest SEC 13F filings, a combined $19.7B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $1.8B | 16.2M | ▼−0.2% Reduced · −40K sh | Q1 2026 | |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | $1.5B | 13.5M | →First observed position No prior filed position | Q1 2026 | |
| 3 | SUMITOMO MITSUI FINANCIAL GROUP, INC. | $1.5B | 13.4M | —Held | Q1 2026 | |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | $1.2B | 10.8M | →First observed position No prior filed position | Q1 2026 | |
| 5 | STATE STREET CORP | $999.4M | 9.0M | ▲+4.3% Added · +374K sh | Q2 2026 | |
| 6 | CANADA PENSION PLAN INVESTMENT BOARD | $830.8M | 7.6M | ▲+70% Added · +3.1M sh | Q1 2026 | |
| 7 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $650.6M | 6.0M | ▲+353% Added · +4.6M sh | Q1 2026 | |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | $647.9M | 5.8M | ▲+3.9% Added · +219K sh | Q2 2026 | |
| 9 | FRANKLIN RESOURCES INC | $558.9M | 5.1M | ▼−5.0% Reduced · −273K sh | Q1 2026 | |
| 10 | JPMORGAN CHASE & CO | $486.9M | 4.5M | ▼−35% Reduced · −2.5M sh | Q1 2026 | |
| 11 | BANK OF AMERICA CORP /DE/ | $457.9M | 4.2M | ▼−6.8% Reduced · −306K sh | Q1 2026 | |
| 12 | PRINCIPAL FINANCIAL GROUP INC | $437.4M | 4.0M | ▲+4.4% Added · +170K sh | Q1 2026 | |
| 13 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $422.2M | 3.8M | ▼−33% Reduced · −1.9M sh | Q1 2026 | |
| 14 | MORGAN STANLEY | $308.1M | 2.8M | ▼−13% Reduced · −417K sh | Q1 2026 | |
| 15 | NORGES BANK | $396.2M | 2.5M | ▲+29% Added · +552K sh | Q4 2025 | |
| 16 | Nuveen, LLC | $264.1M | 2.4M | ▲+2.6% Added · +62K sh | Q1 2026 | |
| 17 | LRI Investments, LLC | $230.9M | 2.3M | ▼−0.3% Reduced · −7K sh | Q2 2026 | |
| 18 | CITADEL ADVISORS LLC | $227.0M | 2.1M | ▲+263% Added · +1.5M sh | Q1 2026 | |
| 19 | PRICE T ROWE ASSOCIATES INC /MD/ | $226.5M | 2.1M | ▼−65% Reduced · −3.9M sh | Q1 2026 | |
| 20 | GOLDMAN SACHS GROUP INC | $215.9M | 2.0M | ▲+51% Added · +667K sh | Q1 2026 | |
| 21 | BROWN ADVISORY INC | $212.9M | 2.0M | ▼−18% Reduced · −440K sh | Q1 2026 | |
| 22 | Vulcan Value Partners, LLC | $211.8M | 1.9M | ▲+13% Added · +211K sh | Q2 2026 | |
| 23 | NORTHERN TRUST CORP | $206.5M | 1.9M | ▲+12% Added · +198K sh | Q1 2026 | |
| 24 | JANUS HENDERSON GROUP PLC | $180.3M | 1.7M | ▲+44% Added · +504K sh | Q1 2026 | |
| 25 | M&G Plc | $168.8M | 1.5M | ▲+27% Added · +330K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 9 funds opened a new position in ARES and 23 added to an existing one, while 17 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 424 funds | $309.6B |
| AMAZON.COM INCAMZN | 419 funds | $234.0B |
| NVIDIA CORPNVDA | 417 funds | $458.4B |
| META PLATFORMS INC-CLASS AMETA | 411 funds | $133.8B |
| ALPHABET INC-CL AGOOGL | 410 funds | $202.2B |
| BROADCOM INCAVGO | 407 funds | $180.1B |
| APPLE INCAAPL | 406 funds | $339.7B |
| ALPHABET INC-CL CGOOG | 401 funds | $139.6B |
| VISA INC-CLASS A SHARESV | 401 funds | $76.2B |
| ELI LILLY & COLLY | 400 funds | $88.6B |
| JPMORGAN CHASE & COJPM | 396 funds | $77.4B |
| MASTERCARD INC - AMA | 395 funds | $61.6B |
Ranked by how many of ARES's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Feb 20, 2026 | Olian Judy D. | Director | Buy (P) | 480 | $60K |
| Feb 6, 2026 | BHUTANI ASHISH | Director | Buy (P) | 10K | $1.3M |
| Feb 4, 2026 | Sagati Aghili Naseem | General Counsel | Sell (S) | 300 | $39K |
| Feb 4, 2026 | Sagati Aghili Naseem | General Counsel | Sell (S) | 1K | $165K |
| Feb 4, 2026 | Sagati Aghili Naseem | General Counsel | Sell (S) | 300 | $40K |
| Feb 4, 2026 | Sagati Aghili Naseem | General Counsel | Sell (S) | 1K | $150K |
| Feb 4, 2026 | Sagati Aghili Naseem | General Counsel | Sell (S) | 611 | $84K |
| Feb 4, 2026 | Sagati Aghili Naseem | General Counsel | Sell (S) | 300 | $38K |
| Feb 4, 2026 | Sagati Aghili Naseem | General Counsel | Sell (S) | 100 | $13K |
| Jan 22, 2026 | Sagati Aghili Naseem | General Counsel | Sell (S) | 400 | $65K |
| Jan 22, 2026 | Sagati Aghili Naseem | General Counsel | Sell (S) | 200 | $33K |
| Jan 22, 2026 | Sagati Aghili Naseem | General Counsel | Sell (S) | 1K | $202K |
| Class | 13F holders | Value held |
|---|---|---|
| ARESthis pagecs | 711 funds | $19.7B |
| ARES 6.75 10/01/27 Bpreferred | 51 funds | $936.6M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for ARES
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/ARES/capital-change-brief"
Use Arkolith's capital_change_brief for ARES. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for ARES. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.