Chuck Royce's ARES Position Overview
Chuck Royce (via Royce & Associates Lp) currently holds 31,800 shares of Ares Management Corporation (ARES) worth $5.14 M, representing 0.05% of the portfolio. First purchased in 2018-Q4, this long-term strategic position has been held for 29 quarters.
Based on 13F filings, Chuck Royce has maintained a strategic position in ARES, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2023, adding 760 shares. Largest reduction occurred in Q3 2020, reducing 921,721 shares.
Analysis based on 13F filings available since 2013 Q2
Chuck Royce's Ares Management Corporation (ARES) Holding Value Over Time
Track share changes against reported price movement
Quarterly Ares Management Corporation (ARES) Trades by Chuck Royce
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2025 | -3,000 | Reduce 8.62% | 31,800 | $173.20 |
| Q3 2024 | -22,494 | Reduce 39.26% | 34,800 | $155.84 |
| Q2 2024 | -150,142 | Reduce 72.38% | 57,294 | $133.28 |
| Q1 2024 | -73,327 | Reduce 26.12% | 207,436 | $132.98 |
| Q4 2023 | -11,089 | Reduce 3.80% | 280,763 | $118.92 |
| Q3 2023 | +760 | Add 0.26% | 291,852 | $102.87 |
| Q2 2023 | -197,608 | Reduce 40.44% | 291,092 | $96.35 |
| Q1 2023 | -15,252 | Reduce 3.03% | 488,700 | $83.44 |
| Q4 2022 | -16,371 | Reduce 3.15% | 503,952 | $68.44 |
| Q3 2022 | -13,050 | Reduce 2.45% | 520,323 | $61.95 |
| Q2 2022 | -76,816 | Reduce 12.59% | 533,373 | $56.86 |
| Q1 2022 | -131,572 | Reduce 17.74% | 610,189 | $81.23 |
| Q4 2021 | -80,180 | Reduce 9.75% | 741,761 | $81.27 |
| Q3 2021 | -133,641 | Reduce 13.99% | 821,941 | $73.83 |
| Q2 2021 | -180,346 | Reduce 15.88% | 955,582 | $63.59 |
| Q1 2021 | -261,057 | Reduce 18.69% | 1.14 M | $56.03 |
| Q4 2020 | -176,548 | Reduce 11.22% | 1.4 M | $47.05 |
| Q3 2020 | -921,721 | Reduce 36.94% | 1.57 M | $40.42 |
| Q2 2020 | -282,091 | Reduce 10.16% | 2.5 M | $39.70 |
| Q1 2020 | -473,210 | Reduce 14.56% | 2.78 M | $30.93 |
| Q4 2019 | -649,301 | Reduce 16.65% | 3.25 M | $35.69 |
| Q3 2019 | -541,720 | Reduce 12.20% | 3.9 M | $26.81 |
| Q2 2019 | -631,149 | Reduce 12.44% | 4.44 M | $26.17 |
| Q1 2019 | -93,296 | Reduce 1.81% | 5.07 M | $23.21 |
| Q4 2018 | +5.17 M | New Buy | 5.17 M | $17.78 |
Chuck Royce's Ares Management Corporation Investment FAQs
Chuck Royce first purchased Ares Management Corporation (ARES) in Q4 2018, acquiring 5,166,021 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Chuck Royce has held Ares Management Corporation (ARES) for 29 quarters since Q4 2018.
Chuck Royce's largest addition to Ares Management Corporation (ARES) was in Q4 2018, adding 5,166,021 shares worth $91.85 M.
According to the latest 13F filing for Q4 2025, Chuck Royce's firm, Royce & Associates Lp, owns 31,800 shares of Ares Management Corporation (ARES), valued at approximately $5.14 M.
As of the Q4 2025 filing, Ares Management Corporation (ARES) represents approximately 0.05% of Chuck Royce's publicly disclosed stock portfolio, making it one of their key holdings.
Chuck Royce's peak holding in Ares Management Corporation (ARES) was 5,166,021 shares, as reported at the end of Q4 2018.