Position in ARES
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$457,876,004
-$269,853,693 QoQ
Shares Held
4,196,847
-6.8% QoQ
Ownership
1.17%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 8.707060324095686.ToString("F0")%
Shared 0.ToString("F0")%
None 91.29293967590432.ToString("F0")%
Common Shares in ARES Over Time
Shares Held
Position Value (USD)
Derivatives in ARES
reported options exposure · as of Sep 30, 2025CallValue
$799,450
CallShares
5,000
PutValue
$799,450
PutShares
5,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Asset Management
Financial Services · as of Mar 31, 2026BANK OF AMERICA CORP /DE/ holds $14,633,868,169 across 366 Asset Management names. ARES ranks #5 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
5,232,973 | $5,032,602,459 | |
| 2 | BX |
Blackstone Inc.
|
11,538,067 | $1,326,762,320 | |
| 3 | KKR |
KKR & Co. Inc.
|
10,601,675 | $980,654,936 | |
| 4 | PFG |
Principal Financial Group Inc
|
8,819,452 | $794,720,816 | |
| 5 | ARES |
Ares Management Corp
This page
|
4,196,847 | $457,876,004 | |
| 6 | BN |
BROOKFIELD Corp /ON/
|
11,115,001 | $449,824,086 | |
| 7 | APO |
Apollo Global Management, Inc.
|
3,957,303 | $440,922,696 | |
| 8 | RJF |
Raymond James Financial Inc
|
2,449,760 | $354,700,748 |
All Filings in ARES
Export CSV
32 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $457,876,004 | 4,196,847 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $727,729,697 | 4,502,442 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $799,450 | 5,000 | Call | Defined | 2026-02-03 | |
| 2025-09-30 | $799,450 | 5,000 | Put | Defined | 2026-02-03 | |
| 2025-09-30 | $730,307,323 | 4,567,561 | Shares | Defined | 2026-02-03 | |
| 2025-06-30 | $732,059,934 | 4,226,674 | Shares | Defined | 2025-08-14 | |
| 2025-06-30 | $12,124,000 | 70,000 | Put | Defined | 2025-08-14 | |
| 2025-03-31 | $577,384,923 | 3,938,237 | Shares | Defined | 2025-05-15 | |
| 2025-03-31 | $10,262,700 | 70,000 | Put | Defined | 2025-05-15 | |
| 2024-12-31 | $556,196,213 | 3,141,819 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $502,884,301 | 3,226,927 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $9,329,600 | 70,000 | Call | Defined | 2024-08-14 | |
| 2024-06-30 | $368,922,634 | 2,768,027 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $337,231,026 | 2,535,953 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $304,532,116 | 2,560,815 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $241,371,799 | 2,346,377 | Shares | Defined | 2023-11-14 | |
| 2023-09-30 | $6,943,725 | 67,500 | Put | Defined | 2023-11-14 | |
| 2023-09-30 | $6,943,725 | 67,500 | Call | Defined | 2023-11-14 | |
| 2023-06-30 | $229,870,575 | 2,385,787 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $218,456,262 | 2,618,124 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $182,395,677 | 2,665,045 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $173,870,415 | 2,806,625 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $153,319,121 | 2,696,432 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $223,209,557 | 2,747,871 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $154,490,041 | 1,900,948 | Shares | Defined | 2022-02-08 | |
| 2021-09-30 | $112,573,839 | 1,524,771 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $93,632,012 | 1,472,433 | Shares | Defined | 2021-09-13 | |
| 2021-03-31 | $73,483,622 | 1,311,505 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $60,762,672 | 1,291,449 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $51,695,964 | 1,278,970 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $61,773,197 | 1,556,000 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $45,614,727 | 1,474,773 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||