Position in ARES
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$56,824,296
-$17,215,010 QoQ
Shares Held
520,846
+13.7% QoQ
Ownership
0.145%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 72.0617994570372.ToString("F0")%
Shared 12.153880417628244.ToString("F0")%
None 15.784320125334553.ToString("F0")%
Common Shares in ARES Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026DIMENSIONAL FUND ADVISORS LP holds $5,759,240,503 across 42 Asset Management names. ARES ranks #25 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVZ |
Invesco Ltd.
|
21,361,119 | $518,861,577 | |
| 2 | AMP |
Ameriprise Financial Inc
|
1,024,758 | $455,402,454 | |
| 3 | BLK |
BlackRock, Inc.
|
451,432 | $434,146,666 | |
| 4 | STT |
State Street Corp
|
3,101,952 | $392,583,043 | |
| 5 | PFG |
Principal Financial Group Inc
|
3,886,509 | $350,213,324 | |
| 6 | RJF |
Raymond James Financial Inc
|
2,399,638 | $347,443,583 | |
| 7 | NTRS |
Northern Trust Corp
|
2,455,996 | $342,783,359 | |
| 8 | BEN |
Franklin Resources Inc
|
10,860,325 | $256,520,874 |
All Filings in ARES
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $56,824,296 | 520,846 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $74,039,306 | 458,079 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $62,233,182 | 389,225 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $66,221,459 | 382,341 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $53,499,305 | 364,909 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $80,008,175 | 451,947 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $67,715,282 | 434,518 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $55,522,447 | 416,585 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $52,641,593 | 395,861 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $45,810,597 | 385,222 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $38,365,467 | 372,951 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $35,295,893 | 366,330 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $33,302,403 | 399,118 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $27,296,676 | 398,841 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $24,498,250 | 395,452 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $21,379,812 | 376,008 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $30,442,323 | 374,767 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $30,154,827 | 371,045 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $26,655,140 | 361,034 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $22,678,356 | 356,634 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $20,224,308 | 360,955 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $16,825,926 | 357,618 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $15,336,803 | 379,436 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $15,251,787 | 384,176 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $12,269,590 | 396,689 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||