MASSACHUSETTS FINANCIAL SERVICES CO /MA/
Position in ARES — Ares Management Corp
CIK 912938
Boston, MA
Position in ARES
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$419,622,492
-$502,573,471 QoQ
Shares Held
3,846,219
-32.6% QoQ
Ownership
1.07%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 82.202339492369.ToString("F0")%
Shared 15.656466779452757.ToString("F0")%
None 2.1411937281782447.ToString("F0")%
Common Shares in ARES Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026MASSACHUSETTS FINANCIAL SERVICES CO /MA/ holds $5,181,347,243 across 17 Asset Management names. ARES ranks #4 (8.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KKR |
KKR & Co. Inc.
|
14,350,033 | $1,327,378,051 | |
| 2 | BLK |
BlackRock, Inc.
|
1,095,157 | $1,053,223,437 | |
| 3 | NTRS |
Northern Trust Corp
|
5,805,716 | $810,303,778 | |
| 4 | ARES |
Ares Management Corp
This page
|
3,846,219 | $419,622,492 | |
| 5 | CG |
Carlyle Group Inc.
|
7,649,009 | $370,135,543 | |
| 6 | RJF |
Raymond James Financial Inc
|
1,878,543 | $271,994,239 | |
| 7 | BAM |
Brookfield Asset Management Ltd.
|
3,886,049 | $172,734,875 | |
| 8 | EQH |
Equitable Holdings, Inc.
|
3,991,113 | $148,110,200 |
All Filings in ARES
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $419,622,492 | 3,846,219 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $922,195,963 | 5,705,599 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $722,450,971 | 4,518,425 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $794,165,989 | 4,585,254 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $736,566,439 | 5,023,985 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $907,534,023 | 5,126,442 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $788,514,708 | 5,059,771 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $674,182,749 | 5,058,394 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $424,267,500 | 3,190,461 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||