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.
| # | 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 | ▲New +13.5M sh | Q1 2026 | |
| 3 | SUMITOMO MITSUI FINANCIAL GROUP, INC. | $1.5B | 13.4M | —Held | Q1 2026 | |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | $1.2B | 10.8M | ▲New +10.8M sh | Q1 2026 | |
| 5 | STATE STREET CORP | $938.8M | 8.6M | ▲+1.1% Added · +91K sh | Q1 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 | $611.2M | 5.6M | ▲+2.5% Added · +135K sh | Q1 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 | NORTHERN TRUST CORP | $206.5M | 1.9M | ▲+12% Added · +198K sh | Q1 2026 | |
| 23 | Vulcan Value Partners, LLC | $184.5M | 1.7M | ▼−0.3% Reduced · −6K sh | Q1 2026 | |
| 24 | JANUS HENDERSON GROUP PLC | $180.3M | 1.7M | ▲+44% Added · +504K sh | Q1 2026 | |
| 25 | WESTFIELD CAPITAL MANAGEMENT CO LP | $171.6M | 1.6M | ▲+37% Added · +422K 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.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jul 1, 2026 | Phillips Jarrod | Chief Financial Officer | Tax withholding (F) | 3K | $294K |
| Jun 30, 2026 | Arougheti Michael J | Co-Founder and CEO, Director | Tax withholding (F) | 83K | $9.2M |
| Jun 30, 2026 | deVeer R. Kipp | Co-President, Director | Tax withholding (F) | 83K | $9.2M |
| Jun 3, 2026 | Jacobson Blair | Co-President | Gift (G) | 8K | $0 |
| 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 |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 267 funds | $266.8B |
| AMAZON.COM INCAMZN | 266 funds | $202.7B |
| META PLATFORMS INC-CLASS AMETA | 264 funds | $115.4B |
| NVIDIA CORPNVDA | 262 funds | $384.8B |
| BROADCOM INCAVGO | 261 funds | $148.7B |
| ALPHABET INC-CL AGOOGL | 260 funds | $170.2B |
| APPLE INCAAPL | 259 funds | $280.4B |
| VISA INC-CLASS A SHARESV | 256 funds | $61.3B |
| MASTERCARD INC - AMA | 255 funds | $52.5B |
| HOME DEPOT INCHD | 254 funds | $30.1B |
| ALPHABET INC-CL CGOOG | 253 funds | $116.1B |
| JPMORGAN CHASE & COJPM | 253 funds | $67.4B |
Ranked by how many of ARES's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
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. Every panel above is one call to the Arkolith API & MCP server.