Ares Management (ARES) Institutional Ownership

$134.58
+2.88 (+2.19%)
(As of 05/2/2024 ET)

Institutional Ownership Changes (13F Filings) for Ares Management (NYSE:ARES)

Current
Institutional Ownership
Percentage
50.03%
Number of
Institutional Buyers
(last 12 months)
336
Total
Institutional Inflows
(last 12 months)
$2.47B
Number of
Institutional Sellers
(last 12 months)
195
Total
Institutional Outflows
(last 12 months)
$1.46B
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ARES Institutional Buying and Selling by Quarter

Ares Management Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/2/2024Chase Investment Counsel Corp32,668$4.34M1.6%+0.4%0.011%
5/2/2024FORA Capital LLC25,822$3.43M0.3%N/A0.008%
5/2/2024Daiwa Securities Group Inc.11,128$1.48M0.0%+4.7%0.004%
5/2/2024Nordea Investment Management AB12,492$1.67M0.0%+13.8%0.004%
5/2/2024 Harbor Advisors LLC14,000$1.86M0.3%+75.0%0.005%
5/1/2024 Stone Point Wealth LLC3,400$452K0.2%-5.6%0.001%
5/1/2024 Capstone Investment Advisors LLC76,189$10.13M0.0%N/A0.025%
5/1/2024 Janney Montgomery Scott LLC109,428$14.55M0.0%-4.6%0.035%
5/1/2024 BNP Paribas Financial Markets79,639$10.59M0.0%+26.2%0.026%
5/1/2024 Mirae Asset Global Investments Co. Ltd.45,821$6.03M0.0%+41.7%0.015%
5/1/2024 Prosperity Consulting Group LLC38,549$5.13M0.6%N/A0.012%
5/1/2024 Private Advisor Group LLC2,618$348K0.0%+6.9%0.001%
4/30/2024 Norden Group LLC3,702$492K0.0%+47.0%0.001%
4/30/2024 SpiderRock Advisors LLC9,334$1.22M0.0%N/A0.003%
4/30/2024 Naples Global Advisors LLC3,155$420K0.0%-7.3%0.001%
4/29/2024 Principal Financial Group Inc.1,567,512$208.45M0.1%0.0%0.506%
4/29/2024 Benjamin Edwards Inc.5,954$792K0.2%-10.3%0.002%
4/29/2024 Benjamin F. Edwards & Company Inc.77,192$10.27M0.2%-22.7%0.025%
4/27/2024 BayBridge Capital Group LLC4,038$533K0.5%-6.1%0.001%
4/26/2024 Trueblood Wealth Management LLC2,728$363K0.2%+7.7%0.001%
4/26/2024 Triasima Portfolio Management inc.53,711$7.14M0.6%-19.8%0.017%
4/26/2024 Yousif Capital Management LLC2,152$286K0.0%+10.8%0.001%
4/26/2024 Peregrine Capital Management LLC839,034$111.58M3.2%-1.6%0.271%
4/26/2024 SYSTM Wealth Solutions LLC20,227$2.69M0.3%+1.3%0.007%
4/26/2024 Sumitomo Life Insurance Co.21,606$2.87M0.1%-2.2%0.007%
4/26/2024 Tritonpoint Wealth LLC5,368$695K0.1%-9.5%0.002%
4/25/2024 Bank of New York Mellon Corp1,627,441$216.42M0.0%-13.8%0.526%
4/25/2024 Zurcher Kantonalbank Zurich Cantonalbank 62,465$8.31M0.0%-31.7%0.020%
4/25/2024 Fjarde AP Fonden Fourth Swedish National Pension Fund50,800$6.76M0.1%+14.4%0.016%
4/24/2024 Simplicity Wealth LLC1,823$242K0.0%N/A0.001%
4/24/2024 Spire Wealth Management2,375$316K0.0%+85.5%0.001%
4/24/2024 Buttonwood Financial Advisors Inc.3,493$465K0.2%-8.4%0.001%
4/24/2024 Assenagon Asset Management S.A.100,621$13.38M0.0%N/A0.033%
4/23/2024 Bfsg LLC8,178$1.09M0.1%-8.8%0.003%
4/23/2024 Global Retirement Partners LLC262$35K0.0%+555.0%0.000%
4/23/2024 Gradient Investments LLC122,188$16.25M0.4%-11.2%0.039%
4/23/2024 Fifth Third Bancorp726$97K0.0%+441.8%0.000%
4/23/2024 Raymond James Financial Services Advisors Inc.110,691$14.72M0.0%+4.0%0.036%
4/23/2024 Stonegate Investment Group LLC1,778$236K0.0%-9.5%0.001%
4/22/2024 Raymond James & Associates366,121$48.69M0.0%-9.2%0.118%
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4/22/2024 EFG Asset Management Americas Corp.17,234$2.29M0.7%-45.7%0.006%
4/22/2024 IFM Investors Pty Ltd33,115$4.40M0.0%+5.3%0.011%
4/19/2024 ZRC Wealth Management LLC1,277$170K0.1%+31.6%0.000%
4/19/2024 Norden Group LLC70,414$9.36M0.1%+2,695.3%0.023%
4/19/2024 BluePath Capital Management LLC3,246$432K0.3%+23.0%0.001%
4/19/2024 Sumitomo Mitsui Trust Holdings Inc.397,285$52.83M0.0%+17.7%0.128%
4/19/2024 Handelsinvest Investeringsforvaltning3,451$459K0.2%-34.2%0.001%
4/18/2024 West Oak Capital LLC250$33K0.0%+66.7%0.000%
4/18/2024 MEAG MUNICH ERGO Kapitalanlagegesellschaft mbH344,255$45.78M1.7%-3.7%0.111%
4/18/2024 Allspring Global Investments Holdings LLC5,354$712K0.0%-6.0%0.002%
4/18/2024 Vaughan Nelson Investment Management L.P.154,587$20.56M0.2%-2.0%0.050%
4/18/2024 Oak Thistle LLC2,992$398K0.4%N/A0.001%
4/18/2024 Hexagon Capital Partners LLC196$26K0.0%-31.0%0.000%
4/18/2024 Park Place Capital Corp4,864$647K0.2%+24.4%0.002%
4/16/2024 Capital Asset Advisory Services LLC3,519$472K0.0%-7.6%0.001%
4/16/2024 Fifth Third Wealth Advisors LLC1,659$221K0.0%N/A0.001%
4/16/2024 Overbrook Management Corp91,317$12.14M3.3%-31.6%0.029%
4/16/2024 Chesley Taft & Associates LLC16,074$2.14M0.1%-0.6%0.005%
4/16/2024 Wealth Enhancement Advisory Services LLC49,505$6.58M0.0%-19.8%0.016%
4/15/2024 Signet Financial Management LLC26,218$3.49M0.5%+2.1%0.008%
4/15/2024 Wealthcare Advisory Partners LLC7,488$996K0.0%-3.2%0.002%
4/15/2024 Kingswood Wealth Advisors LLC4,590$610K0.1%-2.8%0.001%
4/12/2024 Dynamic Advisor Solutions LLC47,297$6.29M0.2%+3.6%0.015%
4/12/2024 Riverview Trust Co218$29K0.0%N/A0.000%
4/12/2024 Southland Equity Partners LLC2,510$334K0.1%N/A0.001%
4/11/2024 Gulf International Bank UK Ltd13,420$1.78M0.0%+0.7%0.004%
4/11/2024 Guinness Asset Management LTD4,264$567K0.0%-8.7%0.001%
4/11/2024 RFG Advisory LLC14,660$1.95M0.1%-9.1%0.005%
4/11/2024 Capital CS Group LLC4,673$621K0.6%N/A0.002%
4/10/2024 Inscription Capital LLC2,552$341K0.1%N/A0.001%
4/10/2024 Park Avenue Securities LLC13,050$1.74M0.0%-10.8%0.004%
4/10/2024 Fulton Bank N.A.5,931$789K0.0%-34.5%0.002%
4/10/2024 Perpetual Ltd634,879$84.43M0.8%-6.5%0.205%
4/5/2024 First Hawaiian Bank2,839$378K0.0%-32.0%0.001%
4/5/2024 Compass Wealth Management LLC210$28K0.0%N/A0.000%
4/2/2024 Symmetry Partners LLC1,608$214K0.0%N/A0.001%
3/22/2024PNC Financial Services Group Inc.38,769$4.61M0.0%+4.8%0.013%
3/21/2024Grayhawk Investment Strategies Inc.9,250$1.10M0.6%N/A0.003%
3/15/2024B. Riley Wealth Advisors Inc.1,897$226K0.0%-46.4%0.001%
3/14/2024Leo Wealth LLC2,935$349K0.0%N/A0.001%
3/11/2024Vanguard Group Inc.16,392,349$1.95B0.0%+4.0%5.295%
3/5/2024Wellington Management Group LLP15,858,108$1.89B0.4%-9.6%5.162%
3/1/2024Royal London Asset Management Ltd.48,846$5.81M0.0%-11.0%0.016%
3/1/2024Creekmur Asset Management LLC923$110K0.0%N/A0.000%
3/1/2024Goldman Sachs Group Inc.973,201$115.73M0.0%+39.6%0.317%
2/28/2024EP Wealth Advisors LLC15,349$1.83M0.0%+22.7%0.005%
2/26/2024Centaurus Financial Inc.915$109K0.0%-66.0%0.000%
2/26/2024Neo Ivy Capital Management650$77K0.2%N/A0.000%
2/23/2024 Chicago Partners Investment Group LLC5,260$618K0.0%+6.0%0.002%
2/15/2024Grayhawk Investment Strategies Inc.9,250$1.10M1.7%N/A0.003%
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2/15/2024HMI Capital Management L.P.1,804,897$214.64M9.3%-15.6%0.588%
2/15/2024Cat Rock Capital Management LP319,000$37.94M5.8%N/A0.104%
2/14/2024Point72 Europe London LLP40,800$4.85M0.6%+32.5%0.013%
2/14/2024Junto Capital Management LP534,059$63.51M1.4%-19.0%0.174%
2/14/2024Ossiam8,696$1.03M0.0%-25.0%0.003%
2/14/2024Natixis Investment Managers International4,105$488K0.0%+194.3%0.001%
2/14/2024Partners Group Holding AG208,019$24.74M3.0%-11.2%0.068%
2/14/2024Vulcan Value Partners LLC1,551,992$184.27M2.7%-22.7%0.505%
2/13/2024Asahi Life Asset Management CO. LTD.2,920$347K0.2%N/A0.001%
2/13/2024Morningstar Investment Services LLC2,272$272K0.0%N/A0.001%
(Data available from 1/1/2016 forward)

ARES Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ARES shares?

During the previous two years, 516 institutional investors and hedge funds held shares of Ares Management. The most heavily invested institutionals were Vanguard Group Inc. ($1.95B), Wellington Management Group LLP ($1.89B), BlackRock Inc. ($1.10B), Capital World Investors ($969.31M), FMR LLC ($600.41M), Franklin Resources Inc. ($460.53M), and Boston Partners ($345.54M).Learn more on ARES's institutional investors.

What percentage of Ares Management stock is owned by institutional investors?

50.03% of Ares Management stock is owned by institutional investors. Learn more on ARES's institutional investor holdings.

Which institutional investors have been buying Ares Management stock?

Of the 453 institutional investors that purchased Ares Management stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Boston Partners ($3.21M), Bank of New York Mellon Corp ($2.10M), CIBC Private Wealth Group LLC ($1.81M), Norges Bank ($1.73M), JPMorgan Chase & Co. ($1.36M), FMR LLC ($1.26M), and Millennium Management LLC ($1.09M).

How much institutional buying is happening at Ares Management?

Institutional investors have bought a total of 38,406,023 shares in the last 24 months. This purchase volume represents approximately $3.43B in transactions.

Which Ares Management major shareholders have been selling company stock?

Of the 263 institutional investors that sold Ares Management stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Wellington Management Group LLP ($4.72M), Russell Investments Group Ltd. ($2.43M), William Blair Investment Management LLC ($2.23M), HMI Capital Management L.P. ($1.27M), Bank of New York Mellon Corp ($926.74K), BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp ($646.10K), and Vulcan Value Partners LLC ($635.85K).

How much institutional selling is happening at Ares Management?

Institutional investors have sold a total of 25,232,747 shares in the last 24 months. This volume of shares sold represents approximately $2.14B in transactions.


This page (NYSE:ARES) was last updated on 5/3/2024 by MarketBeat.com Staff

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