Ares Capital Corp
ARCC- Exchange
- Nasdaq
- SEC CIK
- 0001287750
No open-market purchases or sales by Ares Capital Corp insiders were filed in the last 90 days; 787 institutions reported holding it in 13F filings for Q2 2026, worth $4.50B in total; no superinvestor holds it.
13F holders, Q3 2021
Institutional positions in Ares Capital Corp as of Sep 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 556
- +25 vs. Q2 2021
- Shares held
- 139.3M
- +13.4M (+10.6%) vs. Q2 2021
- Total value
- $2.83B
- +$368.0M (+14.9%) vs. Q2 2021
- New holders
- 52
- 244 more added
- Sold out
- 27
- 127 more reduced
7 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting ARCC on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 787 | $4.50B |
| Q1 2026 | 812 | $4.44B |
| Q4 2025 | 834 | $4.83B |
| Q3 2025 | 794 | $4.62B |
| Q2 2025 | 841 | $4.90B |
| Q1 2025 | 836 | $4.81B |
| Q4 2024 | 829 | $4.38B |
| Q3 2024 | 751 | $4.07B |
| Q2 2024 | 736 | $3.76B |
| Q1 2024 | 718 | $3.60B |
| Q4 2023 | 711 | $3.47B |
| Q3 2023 | 659 | $3.25B |
| Q2 2023 | 661 | $3.09B |
| Q1 2023 | 644 | $3.04B |
| Q4 2022 | 649 | $3.09B |
| Q3 2022 | 631 | $2.79B |
| Q2 2022 | 633 | $2.94B |
| Q1 2022 | 644 | $3.30B |
| Q4 2021 | 628 | $3.07B |
| Q3 2021 | 556 | $2.83B |
| Q2 2021 | 538 | $2.47B |
| Q1 2021 | 537 | $2.54B |
Institutions, Q3 2021
Shares, value and share of portfolio for each institution holding Ares Capital Corp; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Raymond James Trust N.A. | 16,795 | $342.0K | 0.01% | +351+2.1% | Added |
| HBK Sorce Advisory LLC | 17,086 | $347.0K | 0.02% | −3,660−17.6% | Reduced |
| Continuum Advisory, LLC | 17,060 | $347.0K | 0.09% | +595+3.6% | Added |
| B. Riley Wealth Management, Inc. | 17,140 | $348.0K | 0.03% | +303+1.8% | Added |
| Rhumbline Advisers | 17,153 | $349.0K | 0.00% | 00.0% | Unchanged |
| Circle Wealth Management, LLC | 17,420 | $354.0K | 0.05% | +17,420 | New |
| Resources Investment Advisors, LLC. | 17,627 | $358.0K | 0.01% | −10,698−37.8% | Reduced |
| Exencial Wealth Advisors, LLC | 18,183 | $370.0K | 0.02% | −19,310−51.5% | Reduced |
| CIBC Asset Management Inc | 18,702 | $380.0K | 0.00% | +1,095+6.2% | Added |
| Arete Wealth Advisors, LLC | 18,952 | $385.0K | 0.04% | +195+1.0% | Added |
| All Season Financial Advisors, Inc. | 19,022 | $387.0K | 0.31% | −2,247−10.6% | Reduced |
| Almanack Investment Partners, LLC. | 19,204 | $390.0K | 0.03% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 19,304 | $392.0K | 0.02% | +3,565+22.7% | Added |
| Summit X, LLC | 19,465 | $396.0K | 0.10% | −1,430−6.8% | Reduced |
| Western Financial Corporation | 19,458 | $396.0K | 0.23% | +382+2.0% | Added |
| Roman Butler Fullerton & Co | 18,995 | $399.0K | 0.19% | +18,995 | New |
| Commerce Bank | 19,684 | $400.0K | 0.00% | −195−1.0% | Reduced |
| Patton Albertson Miller Group, LLC | 19,935 | $405.0K | 0.08% | −2,400−10.7% | Reduced |
| Zuckerman Investment Group, LLC | 20,000 | $407.0K | 0.07% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 20,000 | $407.0K | 0.02% | 00.0% | Unchanged |
| Park Circle Co | 20,000 | $407.0K | 0.34% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 20,410 | $415.0K | 0.34% | +80.0% | Added |
| KC Investment Advisors, LLC | 20,671 | $420.0K | 0.34% | +374+1.8% | Added |
| Perennial Investment Advisors, LLC | 20,844 | $423.0K | 0.15% | −309−1.5% | Reduced |
| Flputnam Investment Management Co | 21,073 | $428.0K | 0.01% | +1,000+5.0% | Added |
| Evoke Wealth, LLC | 21,200 | $430.0K | 0.02% | 00.0% | Unchanged |
| Wealth Enhancement & Preservation of GA, LLC | 21,175 | $430.0K | 0.33% | +1,036+5.1% | Added |
| Bard Associates Inc | 21,185 | $431.0K | 0.15% | 00.0% | Unchanged |
| Intrua Financial, LLC | 19,980 | $431.0K | 0.08% | +407+2.1% | Added |
| Financial Advocates Investment Management | 21,507 | $437.0K | 0.03% | −7,843−26.7% | Reduced |
| Wealthcare Advisory Partners LLC | 21,649 | $440.0K | 0.03% | +80.0% | Added |
| Telemus Capital, LLC | 21,760 | $442.0K | 0.04% | −3,410−13.5% | Reduced |
| Pinnacle Financial Partners Inc | 21,774 | $443.0K | 0.02% | −785−3.5% | Reduced |
| Lakeview Capital Partners, LLC | 21,862 | $444.0K | 0.21% | +745+3.5% | Added |
| Aurora Private Wealth, Inc. | 22,051 | $448.0K | 0.18% | +186+0.9% | Added |
| Franklin Resources Inc | 22,456 | $456.0K | 0.00% | −19,737−46.8% | Reduced |
| Camelot Portfolios, LLC | 22,616 | $460.0K | 0.24% | −14,863−39.7% | Reduced |
| MAI Capital Management | 22,816 | $464.0K | 0.01% | +1,426+6.7% | Added |
| Northwest Bancshares, Inc. | 23,809 | $484.0K | 0.11% | −163−0.7% | Reduced |
| Integrated Advisors Network LLC | 23,892 | $486.0K | 0.03% | −5,210−17.9% | Reduced |
| DFPG Investments, LLC | 23,422 | $491.0K | 0.19% | −1,014−4.1% | Reduced |
| Ausdal Financial Partners, Inc. | 24,129 | $491.0K | 0.07% | +245+1.0% | Added |
| Regions Financial Corp | 24,560 | $499.0K | 0.00% | +163+0.7% | Added |
| First Manhattan Co | 24,843 | $505.0K | 0.00% | 00.0% | Unchanged |
| Wealthsource Partners, LLC | 25,012 | $508.0K | 0.04% | +340+1.4% | Added |
| American Portfolios Advisors | 25,079 | $509.9K | 0.02% | +19,417+342.9% | Added |
| Brighton Jones LLC | 25,145 | $511.0K | 0.03% | +2,585+11.5% | Added |
| Eagle Bay Advisors LLC | 25,177 | $512.0K | 0.30% | +25,137+62,842.5% | Added |
| Bluefin Capital Management, LLC | 25,423 | $517.0K | 0.06% | −4,575−15.3% | Reduced |
| Cerity Partners LLC | 25,698 | $522.0K | 0.01% | +20+0.1% | Added |
| Bruderman Asset Management, LLC | 25,717 | $523.0K | 0.13% | +35+0.1% | Added |
| Private Wealth Strategies, L.L.C. | 26,033 | $530.0K | 0.13% | +5,550+27.1% | Added |
| Wetherby Asset Management Inc | 26,260 | $533.0K | 0.03% | +794+3.1% | Added |
| Toroso Investments, LLC | 26,366 | $536.0K | 0.02% | +15,000+132.0% | Added |
| Beacon Investment Advisory Services, Inc. | 26,485 | $538.0K | 0.02% | +2,335+9.7% | Added |
| Navis Wealth Advisors, LLC | 26,462 | $538.0K | 0.46% | +26,462 | New |
| MBM Wealth Consultants, LLC | 26,584 | $540.0K | 0.25% | +1,720+6.9% | Added |
| St Germain D J Co Inc | 27,000 | $549.0K | 0.03% | 00.0% | Unchanged |
| Quad-Cities Investment Group, LLC | 27,351 | $556.0K | 0.39% | +2,126+8.4% | Added |
| Laidlaw Wealth Management LLC | 27,486 | $559.0K | 0.14% | +110.0% | Added |
| Independent Wealth Network Inc. | 27,043 | $569.0K | 0.37% | +27,043 | New |
| Private Trust Co NA | 28,151 | $572.0K | 0.08% | 00.0% | Unchanged |
| Rockland Trust Co | 28,303 | $575.0K | 0.04% | +836+3.0% | Added |
| Keybank National Association | 28,379 | $577.0K | 0.00% | +513+1.8% | Added |
| Koshinski Asset Management, Inc. | 28,488 | $579.2K | 0.05% | +6,826+31.5% | Added |
| Mirae Asset Global Investments Co., Ltd. | 28,583 | $581.0K | 0.00% | −14,911−34.3% | Reduced |
| Jag Capital Management, LLC | 28,629 | $582.0K | 0.05% | −12,874−31.0% | Reduced |
| Merriman Wealth Management, LLC | 28,676 | $583.0K | 0.05% | +570+2.0% | Added |
| Heritage Wealth Advisors | 28,945 | $588.4K | 0.04% | +632+2.2% | Added |
| Evanson Asset Management, LLC | 30,517 | $598.0K | 0.06% | +8,511+38.7% | Added |
| Nicholas Hoffman & Company, LLC. | 29,472 | $599.0K | 0.11% | +5,258+21.7% | Added |
| Virtus ETF Advisers LLC | 29,538 | $601.0K | 0.26% | −1,054−3.4% | Reduced |
| Comerica Bank | 28,364 | $603.0K | 0.00% | 00.0% | Unchanged |
| Onyx Bridge Wealth Group LLC | 28,826 | $606.0K | 0.23% | +4,962+20.8% | Added |
| IPG Investment Advisors LLC | 29,839 | $606.6K | 0.19% | −778−2.5% | Reduced |
| Whitener Capital Management, Inc. | 36,135 | $610.0K | 0.28% | +1,600+4.6% | Added |
| Parcion Private Wealth LLC | 29,428 | $619.0K | 0.05% | 00.0% | Unchanged |
| Brandywine Oak Private Wealth LLC | 30,514 | $620.0K | 0.07% | +14,003+84.8% | Added |
| NewSquare Capital LLC | 30,574 | $622.0K | 0.07% | +30,574 | New |
| Valeo Financial Advisors, LLC | 30,882 | $628.0K | 0.04% | +17,996+139.7% | Added |
| AllSquare Wealth Management LLC | 30,954 | $629.0K | 0.38% | −650−2.1% | Reduced |
| Kore Private Wealth LLC | 30,951 | $629.0K | 0.07% | −430−1.4% | Reduced |
| Albion Financial Group | 31,700 | $644.0K | 0.06% | 00.0% | Unchanged |
| Strategic Wealth Advisors Group, LLC | 32,127 | $653.0K | 0.03% | +260+0.8% | Added |
| Moody National Bank Trust Division | 32,400 | $659.0K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment Corp | 32,565 | $662.0K | 0.06% | +2,000+6.5% | Added |
| Roosevelt Investment Group LLC | 32,675 | $664.0K | 0.04% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 33,094 | $673.0K | 0.02% | +17,469+111.8% | Added |
| Baker Avenue Asset Management, LP | 33,390 | $678.0K | 0.04% | +33,390 | New |
| Cornerstone Advisory, LLC | 33,590 | $683.0K | 0.11% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 34,124 | $694.0K | 0.08% | +609+1.8% | Added |
| Claraphi Advisory Network, LLC | 35,609 | $724.0K | 0.26% | +4,196+13.4% | Added |
| Belpointe Asset Management LLC | 35,971 | $731.0K | 0.05% | +2,397+7.1% | Added |
| AlphaStar Capital Management, LLC | 35,110 | $743.0K | 0.05% | +35,110 | New |
| RFG Advisory, LLC | 36,817 | $748.0K | 0.06% | +2,372+6.9% | Added |
| M&R Capital Management Inc | 36,795 | $748.0K | 0.17% | +10,900+42.1% | Added |
| Foundations Investment Advisors, LLC | 36,317 | $754.0K | 0.03% | −279−0.8% | Reduced |
| Griffin Asset Management, Inc. | 37,293 | $758.0K | 0.10% | +586+1.6% | Added |
| Formidable Asset Management, LLC | 38,381 | $780.0K | 0.15% | +150.0% | Added |
| Wintrust Investments LLC | 38,822 | $789.0K | 0.11% | +763+2.0% | Added |