Position in ARES
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$308,057,917
-$215,733,345 QoQ
Shares Held
2,823,629
-12.9% QoQ
Ownership
0.785%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 68.51569381104954.ToString("F0")%
Shared 0.ToString("F0")%
None 31.484306188950463.ToString("F0")%
Common Shares in ARES Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026MORGAN STANLEY holds $24,808,844,619 across 475 Asset Management names. ARES ranks #14 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
32,494,438 | $3,736,535,415 | |
| 2 | BLK |
BlackRock, Inc.
|
3,437,546 | $3,305,922,353 | |
| 3 | APO |
Apollo Global Management, Inc.
|
8,829,846 | $983,821,436 | |
| 4 | AMP |
Ameriprise Financial Inc
|
2,009,741 | $893,128,894 | |
| 5 | KKR |
KKR & Co. Inc.
|
8,473,653 | $783,812,898 | |
| 6 | STT |
State Street Corp
|
4,953,857 | $626,960,134 | |
| 7 | CG |
Carlyle Group Inc.
|
10,172,445 | $492,244,607 | |
| 8 | AMG |
Affiliated Managers Group, Inc.
|
1,732,512 | $479,386,064 |
All Filings in ARES
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $308,057,917 | 2,823,629 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $523,791,262 | 3,240,681 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $586,758,398 | 3,669,763 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $639,200,655 | 3,690,535 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $445,700,844 | 3,040,044 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $515,817,791 | 2,913,731 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $427,242,989 | 2,741,549 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $253,423,916 | 1,901,440 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $237,938,848 | 1,789,283 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $199,903,681 | 1,680,993 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $164,543,542 | 1,599,529 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $122,277,876 | 1,269,101 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $107,491,489 | 1,288,249 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $86,770,688 | 1,267,836 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $68,949,665 | 1,112,989 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $66,223,417 | 1,164,675 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $125,664,352 | 1,547,019 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $122,226,825 | 1,503,960 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $88,648,712 | 1,200,714 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $46,567,589 | 732,310 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $35,880,434 | 640,379 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $28,364,420 | 602,857 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $20,683,033 | 511,703 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $20,268,873 | 510,551 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $19,400,562 | 627,241 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||