Monitor for any future amendments that show Vanguard increasing or decreasing the stake. As a passive index manager, Vanguard's position is likely tied to Ares' inclusion in broad market indices; no activist intent is signaled.
Price Chart
Executive Summary
Vanguard Portfolio Management LLC disclosed a 5.03% passive stake in Ares Management Corp as of September 30, 2026, holding 11,267,564 shares. This is a new Schedule 13G filing (not an amendment), indicating Vanguard crossed the 5% threshold through index fund or passive strategies. The filing is routine for a large index manager and follows Ares' Q3 earnings report showing 11% Fee Related Earnings growth and 16% AUM growth, though GAAP net income declined sharply.
Key Financial Metrics
Key Facts
- Vanguard Portfolio Management LLC filed a new Schedule 13G, not an amendment, disclosing beneficial ownership of 11,267,564 shares of Ares Management Corp common stock.
- The stake represents 5.03% of shares outstanding as of September 30, 2026.
- The filing certifies passive intent under Rule 13d-1(b), with no purpose of changing or influencing control of the issuer.
- Vanguard is a large index fund manager; the stake is consistent with passive index tracking strategies.
- The filing follows Ares' Q3 2026 earnings (reported October 29, 2026) showing Fee Related Earnings of $524.2M (up 11% YoY) and AUM of $690.6B (up 16% YoY).
Financial Impact
Vanguard holds 11,267,564 shares valued at approximately $1.5B based on market cap of $40.9B and 5.03% stake.
Risk Factors
- No material risks identified from this routine passive stake disclosure.
- The filing does not indicate any change in Vanguard's investment thesis or intent to engage with management.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 3 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| SC 13G Filing (Primary) | 0002100121-26-001037 |
| Document: 0002100121-26-001037-index.html | 0002100121-26-001037 |
| Document: 0002100121-26-001037.txt | 0002100121-26-001037 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 30, 2026 2d ago | SC 13G | $126.77 | awaiting T+5 | awaiting T+5 | $128.15 (+1.09%) |
Oct 29, 2026 3d ago | Press Release | No price | awaiting T+5 | awaiting T+5 | No price |
Oct 29, 2026 3d ago | Press Release | No price | awaiting T+5 | awaiting T+5 | No price |
Oct 28, 2026 3d ago | 8-K | $127.47 | awaiting T+5 | awaiting T+5 | $128.15 (+0.53%) |
Oct 22, 2026 9d ago | Institutional Cluster | $122.08 $128.15 | ▲ +4.97% | ▲ +5.53% | $128.15 (+4.97%) |
Sep 29, 2026 4w ago | 8-K | $116.17 $115.75 | ▼ −0.36% | ▼ −2.27% | $128.15 (+10.31%) |
Aug 15, 2026 11w ago | Institutional Cluster | $141.34 $140.01 | ▼ −0.94% | ▲ +0.25% | $128.15 (−9.33%) |
Jul 31, 2026 13w ago | Press Release | No price | awaiting T+5 | awaiting T+5 | No price |
Jul 30, 2026 13w ago | 8-K | $128.09 $136.85 | ▲ +6.84% | ▲ +3.33% | $128.15 (+0.05%) |
Apr 21, 2026 27w ago | DEFA14A | $40.39 $37.34 | ▼ −7.55% | ▼ −7.61% | $128.15 (+217.28%) |
US Market Status
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