ADVISORY RESEARCH INC

Position in ARES — Ares Management Corp

CIK 902584 CHICAGO, IL

Position in ARES

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$1,763,818

+$38,838 QoQ

Shares Held

15,846

+0.2% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#320

of 804 holders

Holding Since

Sep 2020

24 quarters on record

Voting authority Sole 95% Shared 0% None 5%

Financial Services · as of Jun 30, 2026

ADVISORY RESEARCH INC holds $3,652,935 across 3 Asset Management names. ARES ranks #1 (48.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ARES	Ares Management Corp This page	15,846	$1,763,818
2	IVZ	Invesco Ltd.	50,775	$1,339,952
3	BX	Blackstone Inc.	4,667	$549,165

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,763,818	15,846	+0.2%	Shares	Sole	2026-08-13
2026-03-31	$1,724,980	15,811	-7.6%	Shares	Sole	2026-05-14
2025-12-31	$2,765,489	17,110	+1.2%	Shares	Sole	2026-02-13
2025-09-30	$2,702,620	16,903	+5.0%	Shares	Sole	2025-11-13
2025-06-30	$2,789,386	16,105	+37.1%	Shares	Sole	2025-08-13
2025-03-31	$1,722,814	11,751	+3.7%	Shares	Sole	2025-05-14
2024-12-31	$2,006,812	11,336	-0.1%	Shares	Sole	2025-02-13
2024-09-30	$1,767,537	11,342	-4.7%	Shares	Sole	2024-11-14
2024-06-30	$1,586,698	11,905	-46.9%	Shares	Sole	2024-08-13
2024-03-31	$2,982,209	22,426	-13.7%	Shares	Sole	2024-05-14
2023-12-31	$3,090,017	25,984	-5.0%	Shares	Sole	2024-02-13
2023-09-30	$2,813,391	27,349	-8.6%	Shares	Sole	2023-11-13
2023-06-30	$2,884,044	29,933	+22.2%	Shares	Sole	2023-08-14
2023-03-31	$2,043,612	24,492	-0.0%	Shares	Sole	2023-05-12
2022-12-31	$1,676,300	24,493	-0.4%	Shares	Sole	2023-02-13
2022-09-30	$1,523,040	24,585	-0.7%	Shares	Sole	2022-11-15
2022-06-30	$1,407,512	24,754	+11.7%	Shares	Sole	2022-08-17
2022-03-31	$1,799,569	22,154	+1.8%	Shares	Sole	2022-05-16
2021-12-31	$1,768,435	21,760	+0.8%	Shares	Sole	2022-02-11
2021-09-30	$1,593,989	21,590	+83.2%	Shares	Sole	2021-11-12
2021-06-30	$749,217	11,782	+0.1%	Shares	Sole	2021-08-16
2021-03-31	$659,753	11,775	-4.4%	Shares	Sole	2021-05-12
2020-12-31	$579,326	12,313	-6.6%	Shares	Sole	2021-02-12
2020-09-30	$533,058	13,188	—	Shares	Sole	2020-11-12
No filing history on record for this holder in this stock.