MASSACHUSETTS FINANCIAL SERVICES CO /MA/
Position in ARES — Ares Management Corp
CIK 912938
Boston, MA
Position in ARES
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$241,198,081
-$178,424,411 QoQ
Shares Held
2,166,904
-43.7% QoQ
Ownership
0.601%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#23
of 799 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 85%
Shared 14%
None 2%
Common Shares in ARES Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026MASSACHUSETTS FINANCIAL SERVICES CO /MA/ holds $4,764,287,648 across 18 Asset Management names. ARES ranks #6 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NTRS |
Northern Trust Corp
|
5,702,539 | $991,329,376 | |
| 2 | KKR |
KKR & Co. Inc.
|
10,616,489 | $974,381,358 | |
| 3 | BLK |
BlackRock, Inc.
|
954,863 | $918,158,064 | |
| 4 | CG |
Carlyle Group Inc.
|
7,739,524 | $325,911,353 | |
| 5 | RJF |
Raymond James Financial Inc
|
1,896,135 | $288,269,400 | |
| 6 | ARES |
Ares Management Corp
This page
|
2,166,904 | $241,198,081 | |
| 7 | EQH |
Equitable Holdings, Inc.
|
4,234,561 | $185,812,534 | |
| 8 | BN |
BROOKFIELD Corp /ON/
|
4,030,678 | $171,666,574 |
All Filings in ARES
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $241,198,081 | 2,166,904 | Shares | Sole | 2026-08-03 | |
| 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. | ||||||