Ares Management Ownership 2024 | Who Owns Ares Management Now?
Institutional Ownership
90.17%
Insider Ownership
14.09%
Retail Ownership
-4.26%
Institutional Holders
599.00
Ares Management Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | 9.68% | 0.44% | 18,652,689 | 1,111,627 | 6.34% | 2,486,030,390 | Jun 30, 2024 |
| VANGUARD GROUP INC | 9.36% | 0.05% | 18,020,416 | 1,421,071 | 8.56% | 2,401,761,043 | Jun 30, 2024 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | 6.94% | 55.40% | 13,364,740 | - | - | 1,781,252,547 | Jun 30, 2024 |
| BLACKROCK INC. | 6.67% | 0.04% | 12,847,660 | 599,751 | 4.90% | 1,712,336,169 | Jun 30, 2024 |
| CAPITAL WORLD INVESTORS | 5.47% | 0.23% | 10,529,860 | -545,851 | -4.93% | 1,403,419,741 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 3.93% | 0.08% | 7,564,717 | 4,198,832 | 124.75% | 1,008,225,619 | Jun 30, 2024 |
| FMR LLC | 3.24% | 0.05% | 6,237,858 | -778,908 | -11.10% | 831,381,737 | Jun 30, 2024 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 2.63% | 0.21% | 5,058,394 | 1,867,933 | 58.55% | 674,182,753 | Jun 30, 2024 |
| CAPITAL INTERNATIONAL INVESTORS | 2.62% | 0.14% | 5,053,040 | -516,667 | -9.28% | 673,469,171 | Jun 30, 2024 |
| FRANKLIN RESOURCES INC | 1.90% | 0.15% | 3,659,404 | -84,655 | -2.26% | 487,725,365 | Jun 30, 2024 |
| STATE STREET CORP | 1.89% | 0.02% | 3,639,295 | 144,457 | 4.13% | 485,045,238,000 | Jun 30, 2024 |
| LRI INVESTMENTS, LLC | 1.47% | 42.81% | 2,822,565 | 933,664 | 49.43% | 376,191,463 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.44% | 0.03% | 2,774,824 | 182,408 | 7.04% | 369,746,131 | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 1.44% | 0.03% | 2,768,027 | 232,074 | 9.15% | 368,922,666 | Jun 30, 2024 |
| INVESCO LTD. | 1.39% | 0.08% | 2,672,348 | 1,062,297 | 65.98% | 356,170,532 | Jun 30, 2024 |
| NORGES BANK | 1.21% | 0.05% | 2,322,878 | 2,322,878 | 100.00% | 309,593,180 | Jun 30, 2024 |
| AMERICAN CENTURY COMPANIES INC | 1.20% | 0.19% | 2,316,584 | 453,657 | 24.35% | 308,754,316 | Jun 30, 2024 |
| PRINCIPAL FINANCIAL GROUP INC | 1.13% | 0.17% | 2,171,188 | 603,676 | 38.51% | 289,375,968,000 | Jun 30, 2024 |
| MORGAN STANLEY | 0.99% | 0.02% | 1,901,440 | 112,157 | 6.27% | 253,424,284 | Jun 30, 2024 |
| CIBC PRIVATE WEALTH GROUP, LLC | 0.98% | 0.48% | 1,884,726 | -709 | -0.04% | 255,889,244 | Jun 30, 2024 |
Ares Management's largest institutional shareholder is WELLINGTON MANAGEMENT GROUP LLP, holding 9.68% of the company's total share outstanding, currently valued at $2.49B. The top 10 institutional shareholders own together 52.43% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | 6.94% | 55.40% | 13,364,740 | - | - | 1,781,252,547 | Jun 30, 2024 |
| LRI INVESTMENTS, LLC | 1.47% | 42.81% | 2,822,565 | 933,664 | 49.43% | 376,191,463 | Jun 30, 2024 |
| CURATED WEALTH PARTNERS LLC | 0.86% | 30.83% | 1,658,217 | 1,658,217 | 100.00% | 221,007,162 | Jun 30, 2024 |
| NORTHERN RIGHT CAPITAL MANAGEMENT, L.P. | 0.07% | 6.43% | 130,906 | -18,978 | -12.66% | 17,447,152 | Jun 30, 2024 |
| HAMLIN CAPITAL MANAGEMENT, LLC | 0.60% | 4.56% | 1,160,941 | -9,243 | -0.79% | 154,826,711 | Jun 30, 2024 |
| HMI CAPITAL MANAGEMENT, L.P. | 0.45% | 4.43% | 872,746 | -576,403 | -39.78% | 116,319,587 | Jun 30, 2024 |
| KEYSTONE INVESTORS PTE LTD | 0.19% | 4.15% | 369,593 | -51,732 | -12.28% | 49,259,355 | Jun 30, 2024 |
| INCLINE GLOBAL MANAGEMENT LLC | 0.04% | 4.10% | 74,728 | -37,235 | -33.26% | 9,959,748 | Jun 30, 2024 |
| CAT ROCK CAPITAL MANAGEMENT LP | 0.14% | 3.91% | 262,000 | -20,000 | -7.09% | 34,919,360 | Jun 30, 2024 |
| PEREGRINE CAPITAL MANAGEMENT LLC | 0.44% | 3.33% | 855,141 | 16,107 | 1.92% | 113,973,192 | Jun 30, 2024 |
| OVERBROOK MANAGEMENT CORP | 0.05% | 3.17% | 94,241 | 2,924 | 3.20% | 12,560,440 | Jun 30, 2024 |
| PARTNERS GROUP HOLDING AG | 0.13% | 2.60% | 259,238 | 65,636 | 33.90% | 34,551,241 | Jun 30, 2024 |
| ANGELES WEALTH MANAGEMENT, LLC | 0.09% | 2.17% | 173,540 | 201 | 0.12% | 23,129,411 | Jun 30, 2024 |
| VULCAN VALUE PARTNERS, LLC | 0.59% | 2.16% | 1,143,671 | -213,398 | -15.72% | 152,638,000 | Jun 30, 2024 |
| PORTLAND INVESTMENT COUNSEL INC. | 0.02% | 2.04% | 42,393 | - | - | 5,650,139 | Jun 30, 2024 |
| RUNNING POINT CAPITAL ADVISORS, LLC | 0.02% | 2.01% | 36,409 | 7,787 | 27.21% | 4,852,592 | Jun 30, 2024 |
| OMNIA FAMILY WEALTH, LLC | 0.02% | 1.97% | 35,000 | - | - | 4,664,800 | Jun 30, 2024 |
| QUILTER PLC | 0.33% | 1.91% | 638,034 | -3,054 | -0.48% | 85,037,171 | Jun 30, 2024 |
| 0.04% | 1.82% | 69,708 | 3,168 | 4.76% | 9,290,677 | Jun 30, 2024 | |
| CHASE INVESTMENT COUNSEL CORP | 0.02% | 1.80% | 33,780 | 1,112 | 3.40% | 5,175,000 | Jun 30, 2024 |
The largest Ares Management shareholder by % of total assets is SUMITOMO MITSUI FINANCIAL GROUP, INC.. The company owns 13.36M shares of Ares Management (ARES), representing 55.40% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | 3.93% | 0.08% | 7,564,717 | 4,198,832 | 124.75% | 1,008,225,619 | Jun 30, 2024 |
| NORGES BANK | 1.21% | 0.05% | 2,322,878 | 2,322,878 | 100.00% | 309,593,180 | Jun 30, 2024 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 2.63% | 0.21% | 5,058,394 | 1,867,933 | 58.55% | 674,182,753 | Jun 30, 2024 |
| CURATED WEALTH PARTNERS LLC | 0.86% | 30.83% | 1,658,217 | 1,658,217 | 100.00% | 221,007,162 | Jun 30, 2024 |
| LONE PINE CAPITAL LLC | 0.82% | 1.70% | 1,574,763 | 1,574,763 | 100.00% | 209,884,413 | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | 0.90% | 0.11% | 1,738,148 | 1,526,856 | 722.63% | 231,660,365 | Jun 30, 2024 |
| VANGUARD GROUP INC | 9.36% | 0.05% | 18,020,416 | 1,421,071 | 8.56% | 2,401,761,043 | Jun 30, 2024 |
| WELLINGTON MANAGEMENT GROUP LLP | 9.68% | 0.44% | 18,652,689 | 1,111,627 | 6.34% | 2,486,030,390 | Jun 30, 2024 |
| INVESCO LTD. | 1.39% | 0.08% | 2,672,348 | 1,062,297 | 65.98% | 356,170,532 | Jun 30, 2024 |
| LRI INVESTMENTS, LLC | 1.47% | 42.81% | 2,822,565 | 933,664 | 49.43% | 376,191,463 | Jun 30, 2024 |
| M&G PLC | 0.53% | 0.53% | 1,015,009 | 889,872 | 711.12% | 134,996,197 | Jun 30, 2024 |
| PRINCIPAL FINANCIAL GROUP INC | 1.13% | 0.17% | 2,171,188 | 603,676 | 38.51% | 289,375,968,000 | Jun 30, 2024 |
| BLACKROCK INC. | 6.67% | 0.04% | 12,847,660 | 599,751 | 4.90% | 1,712,336,169 | Jun 30, 2024 |
| AMERIPRISE FINANCIAL INC | 0.29% | 0.02% | 564,647 | 497,235 | 737.61% | 75,256,094 | Jun 30, 2024 |
| AMERICAN CENTURY COMPANIES INC | 1.20% | 0.19% | 2,316,584 | 453,657 | 24.35% | 308,754,316 | Jun 30, 2024 |
| WESTFIELD CAPITAL MANAGEMENT CO LP | 0.52% | 0.65% | 992,416 | 343,072 | 52.83% | 132,269,159 | Jun 30, 2024 |
| UBS ASSET MANAGEMENT AMERICAS INC | 0.37% | 0.03% | 722,126 | 276,026 | 61.88% | 96,244,952 | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 1.44% | 0.03% | 2,768,027 | 232,074 | 9.15% | 368,922,666 | Jun 30, 2024 |
| CINCTIVE CAPITAL MANAGEMENT LP | 0.10% | 1.17% | 185,014 | 185,014 | 100.00% | 24,658,666 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.44% | 0.03% | 2,774,824 | 182,408 | 7.04% | 369,746,131 | Jun 30, 2024 |
As of Jun 30 2024, Ares Management's largest institutional buyer is JPMORGAN CHASE & CO. The company purchased 4.20M stocks of ARES, valued at $1.01B.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| PRICE T ROWE ASSOCIATES INC /MD/ | 0.90% | 0.03% | 1,734,896 | -2,226,947 | -56.21% | 231,228,000 | Jun 30, 2024 |
| CURATED WEALTH PARTNERS LLC | - | - | - | -1,663,217 | -100.00% | - | Jun 30, 2024 |
| BOSTON PARTNERS | 0.59% | 0.19% | 1,131,849 | -827,991 | -42.25% | 150,877,412 | Jun 30, 2024 |
| FMR LLC | 3.24% | 0.05% | 6,237,858 | -778,908 | -11.10% | 831,381,737 | Jun 30, 2024 |
| HMI CAPITAL MANAGEMENT, L.P. | 0.45% | 4.43% | 872,746 | -576,403 | -39.78% | 116,319,587 | Jun 30, 2024 |
| CAPITAL WORLD INVESTORS | 5.47% | 0.23% | 10,529,860 | -545,851 | -4.93% | 1,403,419,741 | Jun 30, 2024 |
| NUVEEN ASSET MANAGEMENT, LLC | 0.28% | 0.02% | 539,741 | -519,726 | -49.06% | 71,936,680 | Jun 30, 2024 |
| CAPITAL INTERNATIONAL INVESTORS | 2.62% | 0.14% | 5,053,040 | -516,667 | -9.28% | 673,469,171 | Jun 30, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | 0.07% | 0.03% | 134,076 | -439,156 | -76.61% | 17,869,649 | Jun 30, 2024 |
| SAMLYN CAPITAL, LLC | - | - | - | -231,110 | -100.00% | - | Jun 30, 2024 |
| TUDOR INVESTMENT CORP ET AL | - | - | - | -222,266 | -100.00% | - | Jun 30, 2024 |
| VULCAN VALUE PARTNERS, LLC | 0.59% | 2.16% | 1,143,671 | -213,398 | -15.72% | 152,638,000 | Jun 30, 2024 |
| D. E. SHAW & CO., INC. | - | - | - | -199,893 | -100.00% | - | Jun 30, 2024 |
| BANK OF NEW YORK MELLON CORP | 0.74% | 0.04% | 1,429,152 | -198,289 | -12.18% | 190,477,479 | Jun 30, 2024 |
| CANADA PENSION PLAN INVESTMENT BOARD | 0.82% | 0.21% | 1,581,772 | -192,254 | -10.84% | 210,818,572 | Jun 30, 2024 |
| ORIBEL CAPITAL MANAGEMENT, LP | - | - | - | -190,300 | -100.00% | - | Jun 30, 2024 |
| MAVERICK CAPITAL LTD | - | - | - | -174,739 | -100.00% | - | Jun 30, 2024 |
| LORD, ABBETT & CO. LLC | 0.04% | 0.03% | 71,475 | -158,745 | -68.95% | 9,526,000 | Jun 30, 2024 |
| ROYCE & ASSOCIATES LP | 0.03% | 0.07% | 57,294 | -150,142 | -72.38% | 7,636,144 | Jun 30, 2024 |
| AMUNDI | 0.10% | 0.01% | 195,309 | -135,403 | -40.94% | 27,021,000 | Jun 30, 2024 |
As of Jun 30 2024, Ares Management's biggest institutional seller is PRICE T ROWE ASSOCIATES INC /MD/. The company sold -2.23M shares of ARES, valued at $231.23M.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| NORGES BANK | 1.21% | 0.05% | 2,322,878 | 2,322,878 | 100.00% | 309,593,180 | Jun 30, 2024 |
| LONE PINE CAPITAL LLC | 0.82% | 1.70% | 1,574,763 | 1,574,763 | 100.00% | 209,884,413 | Jun 30, 2024 |
| CINCTIVE CAPITAL MANAGEMENT LP | 0.10% | 1.17% | 185,014 | 185,014 | 100.00% | 24,658,666 | Jun 30, 2024 |
| PAYDEN & RYGEL INVESTMENT GROUP | 0.04% | 0.93% | 86,000 | 86,000 | 100.00% | 11,462,000 | Jun 30, 2024 |
| 2XIDEAS AG | 0.04% | 1.40% | 84,173 | 84,173 | 100.00% | 11,218,577 | Jun 30, 2024 |
| ELEMENT CAPITAL MANAGEMENT LLC | 0.04% | 0.79% | 76,037 | 76,037 | 100.00% | 10,134,211 | Jun 30, 2024 |
| MONASHEE INVESTMENT MANAGEMENT LLC | 0.04% | 1.29% | 75,000 | 75,000 | 100.00% | 9,996,000 | Jun 30, 2024 |
| ANCORA ADVISORS, LLC | 0.04% | 0.24% | 71,891 | 71,891 | 100.00% | 9,581,621 | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 0.04% | 0.00% | 70,000 | 70,000 | 100.00% | 9,329,600 | Jun 30, 2024 |
| BNP PARIBAS | 0.02% | 0.24% | 35,699 | 35,699 | 100.00% | 4,864,167 | Jun 30, 2024 |
| FJARDE AP-FONDEN (THE FOURTH SWEDISH NATIONAL PENSIONFUND) | 0.02% | 0.04% | 29,900 | 29,900 | 100.00% | 3,985,000 | Jun 30, 2024 |
| NEO IVY CAPITAL MANAGEMENT | 0.01% | 0.68% | 25,936 | 25,936 | 100.00% | 3,457,000 | Jun 30, 2024 |
| ITAU UNIBANCO HOLDING S.A. | 0.01% | 0.11% | 19,424 | 19,424 | 100.00% | 2,588,831 | Jun 30, 2024 |
| WOLVERINE TRADING, LLC | 0.01% | 0.00% | 15,700 | 15,700 | 100.00% | 2,092,496 | Jun 30, 2024 |
| KNOLLWOOD INVESTMENT ADVISORY, LLC | 0.01% | 0.22% | 15,100 | 15,100 | 100.00% | 2,012,528 | Jun 30, 2024 |
| PARAGON ADVISORS, LLC | 0.01% | 0.66% | 13,652 | 13,652 | 100.00% | 1,819,539 | Jun 30, 2024 |
| SEVEN GRAND MANAGERS, LLC | 0.01% | 0.75% | 12,500 | 12,500 | 100.00% | 1,666,000 | Jun 30, 2024 |
| STRATEGIC FINANCIAL CONCEPTS, LLC | 0.01% | - | 11,446 | 11,446 | 100.00% | 77,000 | Jun 30, 2024 |
| WOLVERINE TRADING, LLC | 0.00% | 0.00% | 9,000 | 9,000 | 100.00% | 1,199,520 | Jun 30, 2024 |
| OMERS ADMINISTRATION CORP | 0.00% | 0.01% | 8,518 | 8,518 | 100.00% | 1,135,279 | Jun 30, 2024 |
| TEZA CAPITAL MANAGEMENT LLC | 0.00% | 0.13% | 8,164 | 8,164 | 100.00% | 1,088,098 | Jun 30, 2024 |
| 0.00% | 0.66% | 7,705 | 7,705 | 100.00% | 1,026,922 | Jun 30, 2024 | |
| TRUEMARK INVESTMENTS, LLC | 0.00% | 0.35% | 7,609 | 7,609 | 100.00% | 1,014,128 | Jun 30, 2024 |
| SPIDERROCK ADVISORS, LLC | 0.00% | 0.02% | 7,600 | 7,600 | 100.00% | 1,012,928 | Jun 30, 2024 |
| ENTROPY TECHNOLOGIES, LP | 0.00% | 0.10% | 6,965 | 6,965 | 100.00% | 928,295 | Jun 30, 2024 |
| TUDOR INVESTMENT CORP ET AL | 0.00% | 0.00% | 6,900 | 6,900 | 100.00% | 919,632 | Jun 30, 2024 |
| CUBIST SYSTEMATIC STRATEGIES, LLC | 0.00% | 0.01% | 6,900 | 6,900 | 100.00% | 919,632 | Jun 30, 2024 |
| SECURE ASSET MANAGEMENT, LLC | 0.00% | 0.17% | 6,582 | 6,582 | 100.00% | 877,202 | Jun 30, 2024 |
| DRW SECURITIES, LLC | 0.00% | 0.03% | 6,216 | 6,216 | 100.00% | 828,468 | Jun 30, 2024 |
| AXA S.A. | 0.00% | 0.00% | 5,442 | 5,442 | 100.00% | 725,310 | Jun 30, 2024 |
| ATRIA INVESTMENTS, INC | 0.00% | 0.01% | 5,405 | 5,405 | 100.00% | 720,375 | Jun 30, 2024 |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 0.00% | 0.00% | 5,342 | 5,342 | 100.00% | 711,982 | Jun 30, 2024 |
| RETIREFUL, LLC | 0.00% | 0.33% | 5,221 | 5,221 | 100.00% | 695,855 | Jun 30, 2024 |
| NATIONAL WEALTH MANAGEMENT GROUP, LLC | 0.00% | 0.52% | 5,150 | 5,150 | 100.00% | 686,392 | Jun 30, 2024 |
| INFRASTRUCTURE CAPITAL ADVISORS, LLC | 0.00% | 0.09% | 5,000 | 5,000 | 100.00% | 666,400 | Jun 30, 2024 |
| GREENWICH INVESTMENT MANAGEMENT, INC. | 0.00% | 0.60% | 4,960 | 4,960 | 100.00% | 661,069 | Jun 30, 2024 |
| LGT FUND MANAGEMENT CO LTD. | 0.00% | 0.08% | 4,900 | 4,900 | 100.00% | 653,072 | Jun 30, 2024 |
| FRANK, RIMERMAN ADVISORS LLC | 0.00% | 0.04% | 4,703 | 4,703 | 100.00% | 626,816 | Jun 30, 2024 |
| FJ CAPITAL MANAGEMENT LLC | 0.00% | 0.06% | 4,636 | 4,636 | 100.00% | 617,886 | Jun 30, 2024 |
| CUBIST SYSTEMATIC STRATEGIES, LLC | 0.00% | 0.00% | 4,300 | 4,300 | 100.00% | 573,104 | Jun 30, 2024 |
| CHOREO, LLC | 0.00% | 0.01% | 4,167 | 4,167 | 100.00% | 566,490 | Jun 30, 2024 |
| TWO SIGMA SECURITIES, LLC | 0.00% | 0.01% | 3,600 | 3,600 | 100.00% | 479,808 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.00% | 0.00% | 3,547 | 3,547 | 100.00% | 472,744 | Jun 30, 2024 |
| SHEETS SMITH WEALTH MANAGEMENT | 0.00% | 0.04% | 2,726 | 2,726 | 100.00% | 363,321 | Jun 30, 2024 |
| DARK FOREST CAPITAL MANAGEMENT LP | 0.00% | 0.06% | 2,565 | 2,565 | 100.00% | 341,863 | Jun 30, 2024 |
| DIAMETRIC CAPITAL, LP | 0.00% | 0.18% | 2,460 | 2,460 | 100.00% | 327,868 | Jun 30, 2024 |
| JONES FINANCIAL COMPANIES LLLP | 0.00% | 0.00% | 2,354 | 2,354 | 100.00% | 313,685 | Jun 30, 2024 |
| SIENNA GESTION | 0.00% | 0.03% | 2,217 | 2,217 | 100.00% | 295,344 | Jun 30, 2024 |
| CAPROCK GROUP, LLC | 0.00% | 0.01% | 2,174 | 2,174 | 100.00% | 289,833 | Jun 30, 2024 |
| DAVENPORT & CO LLC | 0.00% | 0.00% | 2,129 | 2,129 | 100.00% | 283,690 | Jun 30, 2024 |
| EQUITABLE HOLDINGS, INC. | 0.00% | 0.00% | 2,111 | 2,111 | 100.00% | 281,354 | Jun 30, 2024 |
| BRIDGES INVESTMENT MANAGEMENT INC | 0.00% | 0.00% | 2,051 | 2,051 | 100.00% | 273,357 | Jun 30, 2024 |
| GOLDEN STATE EQUITY PARTNERS | 0.00% | 0.06% | 1,989 | 1,989 | 100.00% | 265,094 | Jun 30, 2024 |
| WOLVERINE TRADING, LLC | 0.00% | 0.00% | 1,762 | 1,762 | 100.00% | 234,839 | Jun 30, 2024 |
| FIRST TRUST DIRECT INDEXING L.P. | 0.00% | 0.01% | 1,656 | 1,656 | 100.00% | 220,748 | Jun 30, 2024 |
| RESOURCES INVESTMENT ADVISORS, LLC. | 0.00% | 0.00% | 1,630 | 1,630 | 100.00% | 217,245 | Jun 30, 2024 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 0.00% | 0.01% | 1,595 | 1,595 | 100.00% | 212,582 | Jun 30, 2024 |
| INTEGRATED ADVISORS NETWORK LLC | 0.00% | 0.01% | 1,509 | 1,509 | 100.00% | 201,185 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.00% | 0.00% | 1,049 | 1,049 | 100.00% | 139,811 | Jun 30, 2024 |
| LARSON FINANCIAL GROUP LLC | 0.00% | 0.01% | 600 | 600 | 100.00% | 79,968 | Jun 30, 2024 |
| ASHTON THOMAS PRIVATE WEALTH, LLC | 0.00% | 0.00% | 585 | 585 | 100.00% | 77,969 | Jun 30, 2024 |
| KEY FINANCIAL INC | 0.00% | 0.01% | 400 | 400 | 100.00% | 53,312 | Jun 30, 2024 |
| PLANTE MORAN FINANCIAL ADVISORS, LLC | 0.00% | 0.00% | 350 | 350 | 100.00% | 46,648 | Jun 30, 2024 |
| FINANCIAL NETWORK WEALTH ADVISORS LLC | 0.00% | 0.04% | 350 | 350 | 100.00% | 46,781 | Jun 30, 2024 |
| IBEX WEALTH ADVISORS | 0.00% | 0.01% | 328 | 328 | 100.00% | 43,745 | Jun 30, 2024 |
| 0.00% | 0.01% | 160 | 160 | 100.00% | 21,312 | Jun 30, 2024 | |
| BRUCE G. ALLEN INVESTMENTS, LLC | 0.00% | 0.02% | 158 | 158 | 100.00% | 21,058 | Jun 30, 2024 |
| TRIAD WEALTH PARTNERS, LLC | 0.00% | 0.01% | 144 | 144 | 100.00% | 19,192 | Jun 30, 2024 |
| REDMONT WEALTH ADVISORS LLC | 0.00% | 0.02% | 111 | 111 | 100.00% | 14,794 | Jun 30, 2024 |
| SUNBELT SECURITIES, INC. | - | 0.00% | 72 | 72 | 100.00% | 9,596 | Jun 30, 2024 |
| WASHINGTON TRUST CO | - | 0.00% | 62 | 62 | 100.00% | 8,264 | Jun 30, 2024 |
| OPAL WEALTH ADVISORS, LLC | - | 0.00% | 47 | 47 | 100.00% | 6,265 | Jun 30, 2024 |
| BOGART WEALTH, LLC | - | 0.00% | 45 | 45 | 100.00% | 5,998 | Jun 30, 2024 |
| KINGS PATH PARTNERS LLC | - | 0.00% | 44 | 44 | 100.00% | 5,864 | Jun 30, 2024 |
| COPPELL ADVISORY SOLUTIONS LLC | - | 0.00% | 38 | 38 | 100.00% | 5,065 | Jun 30, 2024 |
| TUCKER ASSET MANAGEMENT LLC | - | 0.00% | 28 | 28 | 100.00% | 3,732 | Jun 30, 2024 |
| BROWN BROTHERS HARRIMAN & CO | - | - | 21 | 21 | 100.00% | 2,799 | Jun 30, 2024 |
| ZIONS BANCORPORATION, N.A. | - | 0.00% | 14 | 14 | 100.00% | 1,866 | Jun 30, 2024 |
| RIGGS ASSET MANAGMENT CO. INC. | - | 0.00% | 9 | 9 | 100.00% | 1,200 | Jun 30, 2024 |
| INNEALTA CAPITAL, LLC | - | 0.00% | 2 | 2 | 100.00% | 266 | Jun 30, 2024 |
| BEAIRD HARRIS WEALTH MANAGEMENT, LLC | - | - | 1 | 1 | 100.00% | 122 | Jun 30, 2024 |
| SACHETTA, LLC | - | 0.00% | 1 | 1 | 100.00% | 150 | Jun 30, 2024 |
Ares Management's largest new institutional shareholder by number of shares is NORGES BANK, purchased 2.32M shares, valued at $309.59M, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| CURATED WEALTH PARTNERS LLC | - | - | - | -1,663,217 | -100.00% | - | Jun 30, 2024 |
| SAMLYN CAPITAL, LLC | - | - | - | -231,110 | -100.00% | - | Jun 30, 2024 |
| TUDOR INVESTMENT CORP ET AL | - | - | - | -222,266 | -100.00% | - | Jun 30, 2024 |
| D. E. SHAW & CO., INC. | - | - | - | -199,893 | -100.00% | - | Jun 30, 2024 |
| ORIBEL CAPITAL MANAGEMENT, LP | - | - | - | -190,300 | -100.00% | - | Jun 30, 2024 |
| MAVERICK CAPITAL LTD | - | - | - | -174,739 | -100.00% | - | Jun 30, 2024 |
| GHISALLO CAPITAL MANAGEMENT LLC | - | - | - | -100,000 | -100.00% | - | Jun 30, 2024 |
| BANK OF MONTREAL /CAN/ | - | - | - | -73,200 | -100.00% | - | Jun 30, 2024 |
| EXODUSPOINT CAPITAL MANAGEMENT, LP | - | - | - | -72,548 | -100.00% | - | Jun 30, 2024 |
| BARCLAYS PLC | - | - | - | -64,300 | -100.00% | - | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | - | - | - | -61,100 | -100.00% | - | Jun 30, 2024 |
| VERITION FUND MANAGEMENT LLC | - | - | - | -56,525 | -100.00% | - | Jun 30, 2024 |
| PINEBRIDGE INVESTMENTS, L.P. | - | - | - | -54,263 | -100.00% | - | Jun 30, 2024 |
| HOHIMER WEALTH MANAGEMENT, LLC | - | - | - | -40,223 | -100.00% | - | Jun 30, 2024 |
| SEVEN EIGHT CAPITAL, LP | - | - | - | -26,212 | -100.00% | - | Jun 30, 2024 |
| CUBIST SYSTEMATIC STRATEGIES, LLC | - | - | - | -24,378 | -100.00% | - | Jun 30, 2024 |
| CAPTION MANAGEMENT, LLC | - | - | - | -21,000 | -100.00% | - | Jun 30, 2024 |
| CAPITAL FUND MANAGEMENT S.A. | - | - | - | -20,300 | -100.00% | - | Jun 30, 2024 |
| ANDRA AP-FONDEN | - | - | - | -16,800 | -100.00% | - | Jun 30, 2024 |
| MALTESE CAPITAL MANAGEMENT LLC | - | - | - | -16,100 | -100.00% | - | Jun 30, 2024 |
| HRT FINANCIAL LP | - | - | - | -15,512 | -100.00% | - | Jun 30, 2024 |
| POINT72 EUROPE (LONDON) LLP | - | - | - | -13,909 | -100.00% | - | Jun 30, 2024 |
| POINT72 HONG KONG LTD | - | - | - | -12,427 | -100.00% | - | Jun 30, 2024 |
| POINT72 (DIFC) LTD | - | - | - | -10,132 | -100.00% | - | Jun 30, 2024 |
| ELLSWORTH ADVISORS, LLC | - | - | - | -8,590 | -100.00% | - | Jun 30, 2024 |
| CAMPBELL & CO INVESTMENT ADVISER LLC | - | - | - | -8,336 | -100.00% | - | Jun 30, 2024 |
| CENTIVA CAPITAL, LP | - | - | - | -7,915 | -100.00% | - | Jun 30, 2024 |
| VIRTU FINANCIAL LLC | - | - | - | -7,326 | -100.00% | - | Jun 30, 2024 |
| QUEST PARTNERS LLC | - | - | - | -6,700 | -100.00% | - | Jun 30, 2024 |
| VINVA INVESTMENT MANAGEMENT LTD | - | - | - | -6,076 | -100.00% | - | Jun 30, 2024 |
| PANAGORA ASSET MANAGEMENT INC | - | - | - | -5,327 | -100.00% | - | Jun 30, 2024 |
| HEADLANDS TECHNOLOGIES LLC | - | - | - | -5,286 | -100.00% | - | Jun 30, 2024 |
| CAPITAL CS GROUP, LLC | - | - | - | -4,673 | -100.00% | - | Jun 30, 2024 |
| GSA CAPITAL PARTNERS LLP | - | - | - | -3,927 | -100.00% | - | Jun 30, 2024 |
| GRAHAM CAPITAL MANAGEMENT, L.P. | - | - | - | -3,787 | -100.00% | - | Jun 30, 2024 |
| JUMP FINANCIAL, LLC | - | - | - | -3,275 | -100.00% | - | Jun 30, 2024 |
| PALOMA PARTNERS MANAGEMENT CO | - | - | - | -3,248 | -100.00% | - | Jun 30, 2024 |
| LOMBARD ODIER ASSET MANAGEMENT (SWITZERLAND) SA | - | - | - | -3,240 | -100.00% | - | Jun 30, 2024 |
| AXQ CAPITAL, LP | - | - | - | -3,200 | -100.00% | - | Jun 30, 2024 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | - | - | - | -3,111 | -100.00% | - | Jun 30, 2024 |
| ALBERTA INVESTMENT MANAGEMENT CORP | - | - | - | -3,000 | -100.00% | - | Jun 30, 2024 |
| TWO SIGMA SECURITIES, LLC | - | - | - | -2,898 | -100.00% | - | Jun 30, 2024 |
| SUMMIT GLOBAL INVESTMENTS | - | - | - | -2,823 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -2,788 | -100.00% | - | Jun 30, 2024 |
| SOUTHLAND EQUITY PARTNERS LLC | - | - | - | -2,510 | -100.00% | - | Jun 30, 2024 |
| GUGGENHEIM CAPITAL LLC | - | - | - | -2,420 | -100.00% | - | Jun 30, 2024 |
| SNOWDEN CAPITAL ADVISORS LLC | - | - | - | -2,356 | -100.00% | - | Jun 30, 2024 |
| AIGEN INVESTMENT MANAGEMENT, LP | - | - | - | -2,254 | -100.00% | - | Jun 30, 2024 |
| AVIDIAN WEALTH SOLUTIONS, LLC | - | - | - | -2,165 | -100.00% | - | Jun 30, 2024 |
| RMB CAPITAL MANAGEMENT, LLC | - | - | - | -1,855 | -100.00% | - | Jun 30, 2024 |
| EXCHANGE TRADED CONCEPTS, LLC | - | - | - | -1,838 | -100.00% | - | Jun 30, 2024 |
| XCEL WEALTH MANAGEMENT, LLC | - | - | - | -1,800 | -100.00% | - | Jun 30, 2024 |
| STONEGATE INVESTMENT GROUP, LLC | - | - | - | -1,778 | -100.00% | - | Jun 30, 2024 |
| GEOWEALTH MANAGEMENT, LLC | - | - | - | -1,745 | -100.00% | - | Jun 30, 2024 |
| OXFORD ASSET MANAGEMENT LLP | - | - | - | -1,714 | -100.00% | - | Jun 30, 2024 |
| SYMMETRY PARTNERS, LLC | - | - | - | -1,608 | -100.00% | - | Jun 30, 2024 |
| ANTIPODES PARTNERS LTD | - | - | - | -1,578 | -100.00% | - | Jun 30, 2024 |
| BEACON POINTE ADVISORS, LLC | - | - | - | -1,520 | -100.00% | - | Jun 30, 2024 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | - | - | - | -1,500 | -100.00% | - | Jun 30, 2024 |
| FNY INVESTMENT ADVISERS, LLC | - | - | - | -600 | -100.00% | - | Jun 30, 2024 |
| ENTRYPOINT CAPITAL, LLC | - | - | - | -405 | -100.00% | - | Jun 30, 2024 |
| CASTLEVIEW PARTNERS, LLC | - | - | - | -195 | -100.00% | - | Jun 30, 2024 |
| MCILRATH & ECK, LLC | - | - | - | -181 | -100.00% | - | Jun 30, 2024 |
| RAKUTEN SECURITIES, INC. | - | - | - | -175 | -100.00% | - | Jun 30, 2024 |
| INTERVAL PARTNERS, LP | - | - | - | -100 | -100.00% | - | Jun 30, 2024 |
| ANFIELD CAPITAL MANAGEMENT, LLC | - | - | - | -99 | -100.00% | - | Jun 30, 2024 |
| WETZEL INVESTMENT ADVISORS, INC. | - | - | - | -95 | -100.00% | - | Jun 30, 2024 |
| PLANNING CAPITAL MANAGEMENT CORP | - | - | - | -83 | -100.00% | - | Jun 30, 2024 |
| TCTC HOLDINGS, LLC | - | - | - | -80 | -100.00% | - | Jun 30, 2024 |
| ATLAS CAPITAL ADVISORS LLC | - | - | - | -43 | -100.00% | - | Jun 30, 2024 |
| SOUTHSTATE CORP | - | - | - | -25 | -100.00% | - | Jun 30, 2024 |
| GENEOS WEALTH MANAGEMENT INC. | - | - | - | -11 | -100.00% | - | Jun 30, 2024 |
| - | - | - | -5 | -100.00% | - | Jun 30, 2024 | |
| TFO-TDC, LLC | - | - | - | -1 | -100.00% | - | Jun 30, 2024 |
| FINANCIAL GRAVITY ASSET MANAGEMENT, INC. | - | - | - | -1 | -100.00% | - | Jun 30, 2024 |
Ares Management's largest sold out institutional shareholder by shares sold is CURATED WEALTH PARTNERS LLC, sold -1.66M shares, valued at -, as of undefined.
Ares Management Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| FS Multi-Alternative Income Fund | 640.59% | 250,000 | - | - | Jul 31, 2021 |
| Vertical Capital Income Fund | 4.03% | 8,000,000 | 8,000,000 | - | Dec 31, 2023 |
| Eagle Point Income Co Inc. | 3.00% | 10,505,000 | 2,505,000 | 31.31% | Mar 31, 2024 |
| Oxford Lane Capital Corp. | 2.47% | 111,500,000 | - | - | Mar 31, 2024 |
| Flat Rock Opportunity Fund | 1.64% | 8,000,000 | - | - | Mar 31, 2024 |
| Leader Funds Trust | 1.56% | 1,000,000 | - | - | Aug 31, 2022 |
| John Hancock Asset-Based Lending Fund | 1.30% | 2,000,000 | 2,000,000 | - | Jan 31, 2024 |
| EATON VANCE SPECIAL INVESTMENT TRUST | 0.99% | 1,750,000 | - | - | Mar 31, 2024 |
| Oxford Lane Capital Corp. | 0.91% | 41,274,000 | 9,591,000 | 30.27% | Mar 31, 2024 |
| XAI Octagon Floating Rate & Alternative Income Term Trust | 0.76% | 6,288,428 | 3,442,856 | 120.99% | Mar 31, 2024 |
| Oxford Lane Capital Corp. | 0.74% | 33,500,000 | - | - | Mar 31, 2024 |
| Fiera Capital Series Trust | 0.69% | 13,807 | -513 | -3.58% | Jun 30, 2023 |
| Eagle Point Credit Co Inc. | 0.69% | 13,353,849 | - | - | Mar 31, 2024 |
| Eagle Point Credit Co Inc. | 0.68% | 13,131,000 | 3,131,000 | 31.31% | Mar 31, 2024 |
| BBR ALO Fund, LLC | 0.66% | 70,606 | - | - | Dec 31, 2023 |
| Oxford Lane Capital Corp. | 0.62% | 27,871,690 | - | - | Mar 31, 2024 |
| AGF Investments Trust | 0.61% | -11,514 | - | - | Mar 31, 2024 |
| First Trust Intermediate Duration Preferred & Income Fund | 0.61% | 9,300,000 | - | - | Jan 31, 2024 |
| BARRETT OPPORTUNITY FUND, INC. | 0.59% | 8,018 | - | - | Aug 31, 2023 |
| Innovator ETFs Trust II | 0.55% | 199,583 | - | - | Jul 31, 2021 |
| 1WS Credit Income Fund | 0.52% | 1,308,000 | - | - | Jan 31, 2024 |
| XAI Octagon Floating Rate & Alternative Income Term Trust | 0.51% | 4,250,000 | 4,000,000 | 1600.00% | Mar 31, 2024 |
| HSBC FUNDS | 0.47% | 15,260 | - | - | Jan 31, 2024 |
| T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. | 0.44% | 154,000 | - | - | Mar 31, 2024 |
| BlackRock Multi-Sector Opportunities Trust | 0.44% | 750,000 | - | - | Dec 31, 2023 |
| PARNASSUS INCOME FUNDS | 0.43% | 2,500,000 | 2,500,000 | - | Mar 31, 2024 |
| Eagle Point Income Co Inc. | 0.43% | 1,500,000 | - | - | Mar 31, 2024 |
| XAI Octagon Floating Rate & Alternative Income Term Trust | 0.42% | 3,500,000 | - | - | Mar 31, 2024 |
| BlackRock Multi-Sector Opportunities Trust | 0.41% | 700,000 | - | - | Dec 31, 2023 |
| FIDELITY MAGELLAN FUND | 0.34% | 2,691,525 | -67,060 | -2.43% | Mar 31, 2024 |
| Series Portfolios Trust | 0.32% | 2,000,000 | 2,000,000 | - | Feb 29, 2024 |
| Series Portfolios Trust | 0.32% | 2,000,000 | 2,000,000 | - | Feb 29, 2024 |
| XAI Octagon Floating Rate & Alternative Income Term Trust | 0.32% | 2,646,041 | - | - | Mar 31, 2024 |
| Columbia Funds Variable Series Trust II | 0.32% | 10,300,000 | - | - | Mar 31, 2024 |
| FIDELITY TREND FUND | 0.30% | 186,200 | -2,600 | -1.38% | Mar 31, 2024 |
| DEUTSCHE DWS VARIABLE SERIES II | 0.28% | 700,000 | - | - | Mar 31, 2024 |
| XAI Octagon Floating Rate & Alternative Income Term Trust | 0.28% | 2,343,500 | - | - | Mar 31, 2024 |
| Columbia Funds Variable Series Trust II | 0.27% | 8,825,000 | - | - | Mar 31, 2024 |
| FS Credit Income Fund | 0.27% | 2,070,000 | 700,000 | 51.09% | Jan 31, 2024 |
| MFS SERIES TRUST IV | 0.26% | 909,754 | 909,754 | - | Feb 29, 2024 |
| BlackRock Multi-Sector Opportunities Trust II | 0.25% | 300,000 | - | - | Sep 30, 2023 |
| Columbia Funds Variable Series Trust II | 0.25% | 7,950,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.22% | 114,163 | - | - | Mar 31, 2024 |
| PGIM ETF TRUST | 0.21% | 14,330,000 | -3,000,000 | -17.31% | Feb 29, 2024 |
| XAI Octagon Floating Rate & Alternative Income Term Trust | 0.21% | 1,699,959 | - | - | Mar 31, 2024 |
| BNY MELLON RESEARCH GROWTH FUND, INC. | 0.19% | 110,207 | 110,207 | - | Feb 29, 2024 |
| XAI Octagon Floating Rate & Alternative Income Term Trust | 0.18% | 1,525,000 | - | - | Mar 31, 2024 |
| JOHN HANCOCK INVESTMENT TRUST II | 0.18% | 76,685 | -34,655 | -31.13% | Jan 31, 2024 |
| AB DISCOVERY GROWTH FUND, INC. | 0.17% | 260,763 | -106,347 | -28.97% | Jan 31, 2024 |
| HARBOR FUNDS | 0.17% | 4,000,000 | - | - | Jan 31, 2024 |
| Voya BALANCED PORTFOLIO INC | 0.17% | 250,000 | 250,000 | - | Mar 31, 2024 |
| FIDELITY GARRISON STREET TRUST | 0.16% | 6,857,000 | - | - | Feb 29, 2024 |
| ALGER INSTITUTIONAL FUNDS | 0.16% | 41,580 | -29,973 | -41.89% | Jan 31, 2024 |
| Touchstone ETF Trust | 0.16% | 630,000 | 630,000 | - | Mar 31, 2024 |
| T. Rowe Price Tax-Efficient Funds, Inc. | 0.16% | 14,600 | 1,000 | 7.35% | Feb 29, 2024 |
| AMERICAN CENTURY VARIABLE PORTFOLIOS INC | 0.15% | 375,000 | - | - | Mar 31, 2024 |
| Nuveen Core Equity Alpha Fund | 0.15% | 10,590 | - | - | Mar 31, 2024 |
| AMERICAN CENTURY VARIABLE PORTFOLIOS II INC | 0.15% | 1,250,000 | - | - | Mar 31, 2024 |
| PRUDENTIAL JENNISON MID-CAP GROWTH FUND, INC. | 0.15% | 293,858 | - | - | Feb 29, 2024 |
| FRANKLIN STRATEGIC SERIES | 0.14% | 1,155,751 | 3,300 | 0.29% | Jan 31, 2024 |
| AMERICAN CENTURY INVESTMENT TRUST | 0.13% | 18,550,000 | - | - | Mar 31, 2024 |
| Columbia Funds Variable Series Trust II | 0.13% | 4,150,000 | - | - | Mar 31, 2024 |
| BlackRock Multi-Sector Income Trust | 0.12% | 900,000 | - | - | Mar 31, 2024 |
| LORD ABBETT INVESTMENT TRUST | 0.12% | 117,390,000 | - | - | Feb 29, 2024 |
| XAI Octagon Floating Rate & Alternative Income Term Trust | 0.12% | 1,000,000 | - | - | Mar 31, 2024 |
| AMERICAN CENTURY CAPITAL PORTFOLIOS INC | 0.12% | 2,500,000 | - | - | Mar 31, 2024 |
| TAX-MANAGED GROWTH PORTFOLIO | 0.12% | 44,772 | - | - | Mar 31, 2024 |
| AMERICAN CENTURY STRATEGIC ASSET ALLOCATIONS INC | 0.12% | 1,650,000 | - | - | Jan 31, 2024 |
| Columbia Funds Variable Series Trust II | 0.12% | 3,775,000 | - | - | Mar 31, 2024 |
| AMERICAN CENTURY STRATEGIC ASSET ALLOCATIONS INC | 0.11% | 1,600,000 | - | - | Jan 31, 2024 |
| Columbia Funds Variable Series Trust II | 0.11% | 3,550,000 | - | - | Mar 31, 2024 |
| TOUCHSTONE FUNDS GROUP TRUST | 0.11% | 2,793,872 | -422,595 | -13.14% | Mar 31, 2024 |
| FIDELITY DESTINY PORTFOLIOS | 0.11% | 231,600 | -25,900 | -10.06% | Mar 31, 2024 |
| BlackRock Funds II | 0.10% | 10,250,000 | - | - | Mar 31, 2024 |
| John Hancock Funds III | 0.10% | 1,606,591 | -450,290 | -21.89% | Mar 31, 2024 |
| VANGUARD QUANTITATIVE FUNDS | 0.10% | 503,103 | -592,337 | -54.07% | Mar 31, 2024 |
| PIMCO Managed Accounts Trust | 0.10% | 5,900,000 | - | - | Mar 31, 2024 |
| AMERICAN CENTURY VARIABLE PORTFOLIOS INC | 0.10% | 250,000 | - | - | Mar 31, 2024 |
| Guggenheim Variable Funds Trust | 0.10% | 410,000 | - | - | Dec 31, 2023 |
| GUGGENHEIM FUNDS TRUST | 0.10% | 57,445,000 | - | - | Dec 31, 2023 |
| LORD ABBETT INVESTMENT TRUST | 0.10% | 96,120,000 | - | - | Feb 29, 2024 |
| Janus Detroit Street Trust | 0.10% | 14,950,000 | - | - | Jan 31, 2024 |
| AMERICAN CENTURY STRATEGIC ASSET ALLOCATIONS INC | 0.10% | 1,375,000 | - | - | Jan 31, 2024 |
| AMERICAN CENTURY MUTUAL FUNDS, INC. | 0.10% | 978,475 | -139,778 | -12.50% | Jan 31, 2024 |
| AMERICAN CENTURY STRATEGIC ASSET ALLOCATIONS INC | 0.09% | 1,325,000 | - | - | Jan 31, 2024 |
| AMERICAN CENTURY STRATEGIC ASSET ALLOCATIONS INC | 0.09% | 1,300,000 | - | - | Jan 31, 2024 |
| Legg Mason ETF Investment Trust | 0.09% | 180,000 | - | - | Mar 31, 2024 |
| STERLING CAPITAL FUNDS | 0.09% | 1,893,000 | - | - | Mar 28, 2024 |
| Guardian Variable Products Trust | 0.09% | 1,450,000 | - | - | Mar 31, 2024 |
| PIMCO Managed Accounts Trust | 0.09% | 4,950,000 | - | - | Mar 31, 2024 |
| Columbia Funds Variable Series Trust II | 0.08% | 2,700,000 | - | - | Mar 31, 2024 |
| Monteagle Funds | 0.08% | 3,400 | - | - | Feb 29, 2024 |
| AMERICAN FUNDS FUNDAMENTAL INVESTORS | 0.08% | 1,712,648 | -1,449 | -0.08% | Mar 31, 2024 |
| AMERICAN CENTURY VARIABLE PORTFOLIOS INC | 0.08% | 200,000 | - | - | Mar 31, 2024 |
| AMERICAN CENTURY VARIABLE PORTFOLIOS INC | 0.08% | 200,000 | - | - | Mar 31, 2024 |
| AMERICAN CENTURY STRATEGIC ASSET ALLOCATIONS INC | 0.08% | 1,125,000 | - | - | Jan 31, 2024 |
| Columbia Funds Variable Series Trust II | 0.08% | 2,500,000 | - | - | Mar 31, 2024 |
| Touchstone ETF Trust | 0.07% | 300,000 | - | - | Mar 31, 2024 |
| BlackRock Funds II | 0.07% | 7,250,000 | - | - | Mar 31, 2024 |
| DoubleLine Opportunistic Credit Fund | 0.07% | 1,000,000 | - | - | Mar 31, 2024 |
Ares Management's largest mutual fund holder by % of total assets is "FS Multi-Alternative Income Fund", owning 250.00K shares, compromising 640.59% of its total assets.
Ares Management Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 599 | -1.96% |
| 31 Mar, 24 | 611 | 11.09% |
| 31 Dec, 23 | 550 | 12.70% |
| 30 Sep, 23 | 488 | 9.91% |
| 30 Jun, 23 | 444 | 0.23% |
| 31 Mar, 23 | 443 | 7.00% |
| 31 Dec, 22 | 414 | 10.99% |
| 30 Sep, 22 | 373 | 4.19% |
| 30 Jun, 22 | 358 | -2.98% |
| 31 Mar, 22 | 369 | 0.27% |
| 31 Dec, 21 | 368 | 21.45% |
| 30 Sep, 21 | 303 | 6.32% |
| 30 Jun, 21 | 285 | 15.85% |
| 31 Mar, 21 | 246 | 2.07% |
| 31 Dec, 20 | 241 | 12.09% |
| 30 Sep, 20 | 215 | 2.38% |
| 30 Jun, 20 | 210 | 16.67% |
| 31 Mar, 20 | 180 | 3.45% |
| 31 Dec, 19 | 174 | 5.45% |
| 30 Sep, 19 | 165 | 10.74% |
| 30 Jun, 19 | 149 | 17.32% |
| 31 Mar, 19 | 127 | 16.51% |
| 31 Dec, 18 | 109 | - |
As of 30 Jun 24, 599 institutions are holding Ares Management's shares, representing a decrease of -1.96% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 173,685,739 | 7.61% |
| 31 Mar, 24 | 161,406,475 | 1.41% |
| 31 Dec, 23 | 159,156,672 | 2.95% |
| 30 Sep, 23 | 154,594,231 | 0.65% |
| 30 Jun, 23 | 153,589,934 | 3.30% |
| 31 Mar, 23 | 148,680,011 | 2.26% |
| 31 Dec, 22 | 145,392,076 | 1.94% |
| 30 Sep, 22 | 142,625,969 | 2.33% |
| 30 Jun, 22 | 139,383,086 | 1.97% |
| 31 Mar, 22 | 136,694,783 | 2.60% |
| 31 Dec, 21 | 133,227,249 | 2.44% |
| 30 Sep, 21 | 130,052,668 | 2.25% |
| 30 Jun, 21 | 127,187,201 | 12.39% |
| 31 Mar, 21 | 113,164,190 | 1.29% |
| 31 Dec, 20 | 111,721,969 | 1.21% |
| 30 Sep, 20 | 110,380,844 | 2.53% |
| 30 Jun, 20 | 107,659,980 | 13.71% |
| 31 Mar, 20 | 94,677,680 | 20.09% |
| 31 Dec, 19 | 78,838,080 | 2.96% |
| 30 Sep, 19 | 76,571,892 | 10.95% |
| 30 Jun, 19 | 69,017,659 | 14.25% |
| 31 Mar, 19 | 60,407,281 | 1.93% |
| 31 Dec, 18 | 59,261,032 | - |
Ares Management (ARES) has 173.69M shares outstanding as of 30 Jun 24, up 7.61% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 90.17% | 1.25% |
| 31 Mar, 24 | 85.06% | 1.16% |
| 31 Dec, 23 | 85.47% | 1.20% |
| 30 Sep, 23 | 84.48% | 1.15% |
| 30 Jun, 23 | 85.82% | 1.24% |
| 31 Mar, 23 | 83.07% | 1.21% |
| 31 Dec, 22 | 82.78% | 1.26% |
| 30 Sep, 22 | 81.21% | 1.28% |
| 30 Jun, 22 | 79.58% | 1.29% |
| 31 Mar, 22 | 78.46% | 1.26% |
| 31 Dec, 21 | 78.86% | 1.33% |
| 30 Sep, 21 | 76.99% | 1.29% |
| 30 Jun, 21 | 77.18% | 1.34% |
| 31 Mar, 21 | 75.81% | 1.35% |
| 31 Dec, 20 | 74.84% | 1.26% |
| 30 Sep, 20 | 76.94% | 1.19% |
| 30 Jun, 20 | 80.56% | 1.26% |
| 31 Mar, 20 | 79.99% | 1.50% |
| 31 Dec, 19 | 73.06% | 1.47% |
| 30 Sep, 19 | 70.58% | 1.64% |
| 30 Jun, 19 | 65.61% | 1.90% |
| 31 Mar, 19 | 58.70% | 1.77% |
| 31 Dec, 18 | 57.59% | - |
As of 30 Jun 24, Ares Management is held by 90.17% institutional shareholders, representing a 1.25% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 324 | 2.21% |
| 31 Mar, 24 | 317 | 3.59% |
| 31 Dec, 23 | 306 | 17.24% |
| 30 Sep, 23 | 261 | 26.70% |
| 30 Jun, 23 | 206 | -12.71% |
| 31 Mar, 23 | 236 | -3.28% |
| 31 Dec, 22 | 244 | 35.56% |
| 30 Sep, 22 | 180 | 3.45% |
| 30 Jun, 22 | 174 | -4.92% |
| 31 Mar, 22 | 183 | -12.02% |
| 31 Dec, 21 | 208 | 37.75% |
| 30 Sep, 21 | 151 | -22.56% |
| 30 Jun, 21 | 195 | 47.73% |
| 31 Mar, 21 | 132 | -5.71% |
| 31 Dec, 20 | 140 | 21.74% |
| 30 Sep, 20 | 115 | -10.85% |
| 30 Jun, 20 | 129 | 25.24% |
| 31 Mar, 20 | 103 | -8.04% |
| 31 Dec, 19 | 112 | 9.80% |
| 30 Sep, 19 | 102 | 5.15% |
| 30 Jun, 19 | 97 | 25.97% |
| 31 Mar, 19 | 77 | -26.67% |
| 31 Dec, 18 | 105 | - |
324 institutional shareholders have increased their position in ARES stock as of 30 Jun 24 compared to 317 in the previous quarter (a 2.21% increase).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 181 | -12.14% |
| 31 Mar, 24 | 206 | 22.62% |
| 31 Dec, 23 | 168 | 20.00% |
| 30 Sep, 23 | 140 | -11.95% |
| 30 Jun, 23 | 159 | 16.06% |
| 31 Mar, 23 | 137 | 22.32% |
| 31 Dec, 22 | 112 | -7.44% |
| 30 Sep, 22 | 121 | -4.72% |
| 30 Jun, 22 | 127 | 13.39% |
| 31 Mar, 22 | 112 | 14.29% |
| 31 Dec, 21 | 98 | -1.01% |
| 30 Sep, 21 | 99 | 125.00% |
| 30 Jun, 21 | 44 | -42.86% |
| 31 Mar, 21 | 77 | 16.67% |
| 31 Dec, 20 | 66 | 22.22% |
| 30 Sep, 20 | 54 | -3.57% |
| 30 Jun, 20 | 56 | -3.45% |
| 31 Mar, 20 | 58 | 18.37% |
| 31 Dec, 19 | 49 | 11.36% |
| 30 Sep, 19 | 44 | 25.71% |
| 30 Jun, 19 | 35 | 6.06% |
| 31 Mar, 19 | 33 | - |
| 31 Dec, 18 | - | - |
181 institutional shareholders have reduced their position in ARES stock as of 30 Jun 24 compared to 206 in the previous quarter (a -12.14% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 599 | -1.96% | 173,685,739 | 7.61% | 90.17% | 1.25% | 324 | 2.21% | 181 | -12.14% |
| 31 Mar, 24 | 611 | 11.09% | 161,406,475 | 1.41% | 85.06% | 1.16% | 317 | 3.59% | 206 | 22.62% |
| 31 Dec, 23 | 550 | 12.70% | 159,156,672 | 2.95% | 85.47% | 1.20% | 306 | 17.24% | 168 | 20.00% |
| 30 Sep, 23 | 488 | 9.91% | 154,594,231 | 0.65% | 84.48% | 1.15% | 261 | 26.70% | 140 | -11.95% |
| 30 Jun, 23 | 444 | 0.23% | 153,589,934 | 3.30% | 85.82% | 1.24% | 206 | -12.71% | 159 | 16.06% |
| 31 Mar, 23 | 443 | 7.00% | 148,680,011 | 2.26% | 83.07% | 1.21% | 236 | -3.28% | 137 | 22.32% |
| 31 Dec, 22 | 414 | 10.99% | 145,392,076 | 1.94% | 82.78% | 1.26% | 244 | 35.56% | 112 | -7.44% |
| 30 Sep, 22 | 373 | 4.19% | 142,625,969 | 2.33% | 81.21% | 1.28% | 180 | 3.45% | 121 | -4.72% |
| 30 Jun, 22 | 358 | -2.98% | 139,383,086 | 1.97% | 79.58% | 1.29% | 174 | -4.92% | 127 | 13.39% |
| 31 Mar, 22 | 369 | 0.27% | 136,694,783 | 2.60% | 78.46% | 1.26% | 183 | -12.02% | 112 | 14.29% |
| 31 Dec, 21 | 368 | 21.45% | 133,227,249 | 2.44% | 78.86% | 1.33% | 208 | 37.75% | 98 | -1.01% |
| 30 Sep, 21 | 303 | 6.32% | 130,052,668 | 2.25% | 76.99% | 1.29% | 151 | -22.56% | 99 | 125.00% |
| 30 Jun, 21 | 285 | 15.85% | 127,187,201 | 12.39% | 77.18% | 1.34% | 195 | 47.73% | 44 | -42.86% |
| 31 Mar, 21 | 246 | 2.07% | 113,164,190 | 1.29% | 75.81% | 1.35% | 132 | -5.71% | 77 | 16.67% |
| 31 Dec, 20 | 241 | 12.09% | 111,721,969 | 1.21% | 74.84% | 1.26% | 140 | 21.74% | 66 | 22.22% |
| 30 Sep, 20 | 215 | 2.38% | 110,380,844 | 2.53% | 76.94% | 1.19% | 115 | -10.85% | 54 | -3.57% |
| 30 Jun, 20 | 210 | 16.67% | 107,659,980 | 13.71% | 80.56% | 1.26% | 129 | 25.24% | 56 | -3.45% |
| 31 Mar, 20 | 180 | 3.45% | 94,677,680 | 20.09% | 79.99% | 1.50% | 103 | -8.04% | 58 | 18.37% |
| 31 Dec, 19 | 174 | 5.45% | 78,838,080 | 2.96% | 73.06% | 1.47% | 112 | 9.80% | 49 | 11.36% |
| 30 Sep, 19 | 165 | 10.74% | 76,571,892 | 10.95% | 70.58% | 1.64% | 102 | 5.15% | 44 | 25.71% |
| 30 Jun, 19 | 149 | 17.32% | 69,017,659 | 14.25% | 65.61% | 1.90% | 97 | 25.97% | 35 | 6.06% |
| 31 Mar, 19 | 127 | 16.51% | 60,407,281 | 1.93% | 58.70% | 1.77% | 77 | -26.67% | 33 | - |
| 31 Dec, 18 | 109 | - | 59,261,032 | - | 57.59% | - | 105 | - | - | - |
Ares Management Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Insider Sells
All Insider Owners Trades
The last insider sell of Ares Management's stock was made by deVeer R. Kipp on Jul 23 2024, selling 41,676 shares at $150.21 per share (valued at $6.26M).
Ares Management Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | - | 2 | - |
| Q2 2024 | 3 | 108 | 2.78% |
| Q1 2024 | 13 | 111 | 11.71% |
| Q4 2023 | 3 | 19 | 15.79% |
| Q3 2023 | 18 | 35 | 51.43% |
| Q2 2023 | 9 | 41 | 21.95% |
| Q1 2023 | 26 | 22 | 118.18% |
| Q4 2022 | 11 | 34 | 32.35% |
| Q3 2022 | 8 | 4 | 200.00% |
| Q2 2022 | - | 1 | - |
| Q1 2022 | 9 | 68 | 13.24% |
| Q4 2021 | 8 | 52 | 15.38% |
| Q3 2021 | 31 | 39 | 79.49% |
| Q2 2021 | 7 | 35 | 20.00% |
| Q1 2021 | 13 | 27 | 48.15% |
| Q4 2020 | 3 | 55 | 5.45% |
| Q3 2020 | 10 | 43 | 23.26% |
| Q2 2020 | 6 | 134 | 4.48% |
| Q1 2020 | 9 | 14 | 64.29% |
| Q4 2019 | 3 | 2 | 150.00% |
0 total buy trades, and 2 total sell trades (buy/sell ratio of 0.00%) were made by Ares Management's insiders, as of Q3 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | - | 1 | - |
| Q2 2024 | - | 104 | - |
| Q1 2024 | - | 100 | - |
| Q4 2023 | 2 | 17 | 11.76% |
| Q3 2023 | 7 | 27 | 25.93% |
| Q2 2023 | 6 | 33 | 18.18% |
| Q1 2023 | 16 | 11 | 145.45% |
| Q4 2022 | 7 | 32 | 21.88% |
| Q3 2022 | 2 | 1 | 200.00% |
| Q2 2022 | - | 1 | - |
| Q1 2022 | - | 58 | - |
| Q4 2021 | - | 33 | - |
| Q3 2021 | 14 | 9 | 155.56% |
| Q2 2021 | 2 | 24 | 8.33% |
| Q1 2021 | - | 17 | - |
| Q4 2020 | - | 51 | - |
| Q3 2020 | - | 39 | - |
| Q2 2020 | 1 | 128 | 0.78% |
| Q1 2020 | - | 1 | - |
| Q4 2019 | - | 1 | - |
As of Q3 2024, Insider owners conducted 0 open market buy trades and 1 open market sell trades of Ares Management's stocks.
Ares Management Peer Ownership
| Ticker | Company |
|---|---|
| MAIN | Main Street Capital Corporation |
| TPG | TPG Inc. |
| SEIC | SEI Investments Company |
| CION | CION Investment Corporation |
| PAX | Patria Investments Limited |
| APO | Apollo Global Management, Inc. |
| FSK | FS KKR Capital Corp. |
| PFLT | PennantPark Floating Rate Capital Ltd. |
| BX | Blackstone Inc. |
| OWL | Blue Owl Capital Inc. |
| BBUC | Brookfield Business Corporation |
| PSEC | Prospect Capital Corporation |
| HTGC | Hercules Capital, Inc. |
| CG | The Carlyle Group Inc. |
| KKR | KKR & Co. Inc. |
ARES Ownership FAQ
Who Owns Ares Management?
Ares Management is owned by institutional shareholders (90.17%), insiders (14.09%), and public (-4.26%). The largest institutional shareholder of Ares Management is WELLINGTON MANAGEMENT GROUP LLP (9.68% of total shares) and the top mutual fund owner is FS Multi-Alternative Income Fund (640.59% of total shares).
Who are the major institutional shareholders of Ares Management?
Ares Management's major institutional shareholders are WELLINGTON MANAGEMENT GROUP LLP, VANGUARD GROUP INC, SUMITOMO MITSUI FINANCIAL GROUP, INC., BLACKROCK INC., and CAPITAL WORLD INVESTORS. The top five shareholders own together 38.11% of the company's share outstanding.
How many Ares Management shareholders are there?
As of Jun 2024, there are 599 institutional shareholders of Ares Management.
What percentage of Ares Management is owned by WELLINGTON MANAGEMENT GROUP LLP?
WELLINGTON MANAGEMENT GROUP LLP owns 18.65M shares of Ares Management, representing 9.68% of the company's total shares outstanding, valued at $2.49B (as of Jun 2024).
What percentage of Ares Management is owned by VANGUARD GROUP INC?
As of Jun 2024, VANGUARD GROUP INC holds 18.02M shares of Ares Management (ARES), compromising 9.36% of the company, valued at $2.4B.
What percentage of Ares Management is owned by SUMITOMO MITSUI FINANCIAL GROUP, INC?
SUMITOMO MITSUI FINANCIAL GROUP, INC is the third largest holder of Ares Management. The company owns 13.36M of the company's shares outstanding (worth $1.78B).