ARES MANAGEMENT CORP - A (ARES) Institutional Ownership Changes & 13F Activity
ARES MANAGEMENT CORP - A (ARES). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Raymond James Financial Inc, River Road Asset Management, Llc, Corient Private Wealth Llc, Hsbc Holdings Plc, and Cat Rock Capital Management Lp.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Neuberger Berman Group Llc | Sell | -75,793 | -13.9% | 471,011 | $76.13M | Q4 2025 | Oct 27, 2026 |
| Op Asset Management Ltd | Buy | +1,209 | +5.3% | 24,000 | $3.88M | Q4 2025 | Sep 28, 2026 |
| Cornerstone Financial Management Llc | Buy | +42 | — | 42 | $6.79K | Q4 2025 | Aug 28, 2026 |
| Ensign Peak Advisors, Inc | Sell | -26,529 | -49.7% | 26,891 | $4.35M | Q4 2025 | Aug 18, 2026 |
| Storebrand Asset Management As | Sell | -25,907 | -48.4% | 27,667 | $4.47M | Q4 2025 | May 20, 2026 |
| National Philanthropic Trust | Buy | +1,624 | +3.9% | 43,228 | $6.99M | Q4 2025 | May 15, 2026 |
| Independent Financial Group, Llc | Sell | -1,132 | -34.6% | 2,136 | $345.18K | Q4 2025 | May 15, 2026 |
| Westco Advisory Services Inc | Buy | +7,202 | — | 7,202 | $1.16M | Q4 2025 | May 13, 2026 |
| Peck Wealth Management, Llc | Sell | -300 | -50.0% | 300 | $48.49K | Q4 2025 | May 13, 2026 |
| Strategic Wealth Partners, Ltd. | Buy | +258 | — | 258 | $41.70K | Q4 2025 | May 12, 2026 |
| 1015 Capital Partners, Llc | Buy | +53 | — | 53 | $8.57K | Q4 2025 | May 11, 2026 |
| Vision Retirement, Llc | Buy | +1,426 | — | 1,426 | $230.47K | Q4 2025 | May 07, 2026 |
| Journey Retirement Planning & Investment Management Llc | Buy | +15,213 | — | 15,213 | $2.46M | Q4 2025 | Apr 29, 2026 |
| Estate Planners Group, Llc | Buy | +1,581 | — | 1,581 | $255.59K | Q4 2025 | Apr 07, 2026 |
| Painted Porch Advisors Llc | Buy | +14,635 | — | 14,635 | $2.37M | Q4 2025 | Mar 19, 2026 |
| Osbon Capital Management Llc | Buy | +198 | — | 198 | $32.00K | Q4 2025 | Mar 16, 2026 |
| Hsbc Holdings Plc | Buy | +395,965 | — | 395,965 | $64.19M | Q4 2025 | Mar 06, 2026 |
| Shp Wealth Management | Buy | +57 | — | 57 | $9.19K | Q4 2025 | Mar 04, 2026 |
| Td Capital Management Llc | Buy | +80 | — | 80 | $12.93K | Q4 2025 | Feb 26, 2026 |
| River Road Asset Management, Llc | Buy | +807,300 | — | 807,300 | $130.48M | Q4 2025 | Feb 24, 2026 |
| Bell Investment Advisors, Inc | Buy | +106 | — | 106 | $17.13K | Q4 2025 | Feb 24, 2026 |
| Virtu Financial Llc | Buy | +9,618 | — | 9,618 | $1.55M | Q4 2025 | Feb 23, 2026 |
| Mv Capital Management, Inc. | Sell | -1 | -2.8% | 35 | $5.66K | Q4 2025 | Feb 23, 2026 |
| Sunbelt Securities, Inc. | Buy | +28 | — | 28 | $4.53K | Q4 2025 | Feb 20, 2026 |
| Corient Private Wealth Llc | Buy | +628,266 | — | 628,266 | $102.00M | Q4 2025 | Feb 19, 2026 |
| Compound Planning, Inc. | Buy | +1,782 | — | 1,782 | $288.04K | Q4 2025 | Feb 19, 2026 |
| Raymond James Financial Inc | Buy | +1,699,347 | — | 1,699,347 | $276.45M | Q4 2025 | Feb 18, 2026 |
| Cat Rock Capital Management Lp | Buy | +123,100 | — | 123,100 | $19.90M | Q4 2025 | Feb 18, 2026 |
| Vident Advisory, Llc | Buy | +74,810 | — | 74,810 | $12.09M | Q4 2025 | Feb 18, 2026 |
| State Of Tennessee, Department Of Treasury | Buy | +42,399 | — | 42,399 | $6.35M | Q4 2025 | Feb 18, 2026 |
Frequently asked questions about ARES activity
Which institutional owners are buying ARES?
Institutional owners buying ARES include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in ARES activity?
"Buy" means an investor increased their reported position in ARES compared to the prior reporting period. This reflects growing exposure to ARES MANAGEMENT CORP - A (ARES) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in ARES increasing?
Institutional interest in ARES can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.
Related ARES Institutional Insights
- ARES Overview
- ARES 13F Institutional Holders
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- Financial Services Sector Institutional Ownership
- Financial Services Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
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- Most Sold Financial Services Stocks By Institutional Investors
- ARES Insider Trading & SEC Form 4 Activity
- ARES Articles
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