| 28.22% |
| 4 | BANK OF AMERICA CORP /DE/ | 11.9M | $1.32B | +182.5% | 3.610% | 0.09% |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | 10.9M | $1.22B | +1.2% | 3.327% | 0.05% |
| 6 | Capital World Investors | 10.6M | $1.18B | -9.7% | 3.241% | 0.14% |
| 7 | WELLINGTON MANAGEMENT GROUP LLP | 9.5M | $1.06B | -14.7% | 2.901% | 0.18% |
| 8 | STATE STREET CORP | 9.0M | $999.4M | +4.3% | 2.734% | 0.01% |
| 9 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 6.7M | $751.2M | +13.2% | 2.055% | 0.10% |
| 10 | CANADA PENSION PLAN INVESTMENT BOARD | 6.6M | $740.2M | -12.7% | 2.025% | 0.41% |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | 5.8M | $647.9M | +3.9% | 1.779% | 0.03% |
| 12 | JPMORGAN CHASE & CO | 5.4M | $580.2M | +19.2% | 1.642% | 0.03% |
| 13 | FRANKLIN RESOURCES INC | 4.7M | $528.5M | -7.3% | 1.446% | 0.11% |
| 14 | PRINCIPAL FINANCIAL GROUP INC | 4.0M | $449.7M | +0.8% | 1.230% | 0.22% |
| 15 | MORGAN STANLEY | 3.9M | $432.1M | +37.5% | 1.182% | 0.02% |
| 16 | Capital International Investors | 2.9M | $318.5M | -6.4% | 0.871% | 0.07% |
| 17 | UBS Group AG | 2.6M | $293.4M | +80.7% | 0.803% | 0.04% |
| 18 | NORGES BANK | 2.4M | $272.1M | — | 0.744% | 0.03% |
| 19 | CITIGROUP INC | 2.4M | $268.8M | +26.6% | 0.735% | 0.09% |
| 20 | FMR LLC | 2.4M | $262.4M | +72.2% | 0.718% | 0.01% |
| 21 | GOLDMAN SACHS GROUP INC | 2.3M | $260.3M | +15.7% | 0.712% | 0.02% |
| 22 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 2.2M | $241.5M | -43.7% | 0.660% | 0.08% |
| 23 | LRI Investments, LLC | 2.3M | $230.9M | -0.3% | 0.711% | 18.57% |
| 24 | Invesco Ltd. | 2.0M | $220.6M | -11.4% | 0.603% | 0.02% |
| 25 | NORTHERN TRUST CORP | 2.0M | $218.1M | +3.5% | 0.597% | 0.03% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in ARES — a direct measure of their conviction.
| 53.51% |
| 1.05 pp |
| $26.19B |
| 16% |
| Q4 2024 | 703 | +11% | 54.56% | +26.76 pp | $31.04B | +15% |
| Q3 2024 | 633 | — | 27.80% | — | $26.88B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
114 institutions opened new positions in ARES during Q2 2026, while 110 fully exited. 479 added to existing positions and 198 trimmed.
ARES institutional ownership rose by 3.37 percentage points quarter-over-quarter, with a net change of +17 holders.
The top 10 institutions account for 50.0% of all reported 13F value in ARES, and the top 25 account for 71.5%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Ares Management Corporation (ARES) Institutional Ownership