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, Q1 2023
Institutional positions in Ares Capital Corp as of Mar 31, 2023. 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
- 644
- +3 vs. Q4 2022
- Shares held
- 166.6M
- −3.25M (−1.9%) vs. Q4 2022
- Total value
- $3.04B
- −$41.2M (−1.3%) vs. Q4 2022
- New holders
- 65
- 271 more added
- Sold out
- 62
- 171 more reduced
8 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2022: 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, Q1 2023
Shares, value and share of portfolio for each institution holding Ares Capital Corp; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Lido Advisors, LLC | 108,680 | $0 | 0.00% | −30,601−22.0% | Reduced |
| Smithfield Trust Co | 11 | $0 | 0.00% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $13 | 0.00% | – | – |
| PayPay Securities Corp | 1 | $18 | 0.00% | +1 | New |
| BerganKDV Wealth Management, LLC | 10 | $183 | 0.00% | −1,752−99.4% | Reduced |
| Bokf, NA | 10 | $183 | 0.00% | +10 | New |
| Rise Advisors, LLC | 24 | $446 | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 25 | $457 | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 25 | $469 | 0.00% | +25 | New |
| Insight Financial Services | 30 | $548 | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 85 | $1.55K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 119 | $2.00K | 0.00% | −32−21.2% | Reduced |
| AlphaMark Advisors, LLC | 100 | $2.00K | 0.00% | +100 | New |
| BDO Wealth Advisors, LLC | 122 | $2.23K | 0.00% | −1,100−90.0% | Reduced |
| Toth Financial Advisory Corp | 125 | $2.29K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 127 | $2.32K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 158 | $2.89K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 163 | $2.98K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 170 | $3.11K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 195 | $3.56K | 0.00% | 00.0% | Unchanged |
| American National Bank | 205 | $3.75K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 213 | $3.90K | 0.00% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 270 | $4.00K | 0.00% | +270 | New |
| Worth Asset Management, LLC | 250 | $4.57K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 258 | $4.71K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 261 | $4.77K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 270 | $5.00K | 0.01% | 00.0% | Unchanged |
| West Branch Capital LLC | 274 | $5.01K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 300 | $5.48K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 318 | $5.82K | 0.00% | +39+14.0% | Added |
| Valley National Advisers Inc | 326 | $6.00K | 0.00% | +5+1.6% | Added |
| Headlands Technologies LLC | 353 | $6.45K | 0.00% | +353 | New |
| SJS Investment Consulting Inc. | 376 | $6.87K | 0.00% | +376 | New |
| Cape Investment Advisory, Inc. | 382 | $6.98K | 0.00% | +382 | New |
| Global Financial Private Client, LLC | 415 | $7.59K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 466 | $8.52K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 467 | $8.53K | 0.00% | +18+4.0% | Added |
| Raleigh Capital Management Inc. | 470 | $8.59K | 0.00% | +40+9.3% | Added |
| Clearview Wealth Advisors LLC | 473 | $8.66K | 0.01% | +4+0.9% | Added |
| DT Investment Partners, LLC | 491 | $8.97K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 493 | $9.01K | 0.00% | 00.0% | Unchanged |
| American State Bank (Iowa) | 569 | $10.4K | 0.01% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 588 | $10.7K | 0.02% | +23+4.1% | Added |
| Castleview Partners, LLC | 605 | $11.1K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 610 | $11.1K | 0.00% | +610 | New |
| Cornerstone Management, Inc. | 622 | $11.4K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 643 | $11.8K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 676 | $12.3K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 701 | $12.8K | 0.00% | +701 | New |
| Retirement Group, LLC | 711 | $13.0K | 0.01% | +250+54.2% | Added |
| Grove Bank & Trust | 720 | $13.2K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 788 | $14.4K | 0.00% | +788 | New |
| GPS Wealth Strategies Group, LLC | 800 | $14.6K | 0.00% | +800 | New |
| Activest Wealth Management | 869 | $15.8K | 0.01% | −295−25.3% | Reduced |
| Arcadia Investment Management Corp | 900 | $16.4K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 905 | $16.5K | 0.01% | +905 | New |
| Delta Asset Management LLC | 932 | $17.0K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 1,007 | $18.0K | 0.00% | −352−25.9% | Reduced |
| First Horizon Advisors, Inc. | 991 | $18.1K | 0.00% | +380+62.2% | Added |
| Beacon Capital Management, LLC | 999 | $18.3K | 0.01% | +395+65.4% | Added |
| Community Bank, N.A. | 1,000 | $18.3K | 0.00% | +1,000 | New |
| Investors Research Corp | 1,000 | $18.3K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 1,010 | $18.5K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 1,012 | $18.5K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1,016 | $18.6K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 1,045 | $19.1K | 0.01% | +445+74.2% | Added |
| Robbins Farley LLC | 1,055 | $19.3K | 0.01% | 00.0% | Unchanged |
| FMR LLC | 1,064 | $19.4K | 0.00% | −1,480−58.2% | Reduced |
| Colonial Trust Co | 1,073 | $19.6K | 0.00% | −813−43.1% | Reduced |
| Citigroup Inc | 1,076 | $19.7K | 0.00% | −7,602−87.6% | Reduced |
| Founders Capital Management | 1,110 | $20.0K | 0.02% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 1,093 | $20.0K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 1,100 | $20.1K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1,100 | $20.1K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 1,100 | $20.1K | 0.01% | 00.0% | Unchanged |
| Payden & Rygel | 1,160 | $21.0K | 0.00% | −10,100−89.7% | Reduced |
| Fortis Capital Advisors, LLC | 1,219 | $22.3K | 0.01% | +220+22.0% | Added |
| Pathway Financial Advisers, LLC | 1,250 | $22.8K | 0.01% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 1,322 | $24.2K | 0.01% | +521+65.0% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 1,476 | $27.0K | 0.01% | +1,476 | New |
| Montag A & Associates Inc | 1,500 | $27.4K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,931 | $35.0K | 0.00% | −544−22.0% | Reduced |
| Ridgewood Investments LLC | 2,023 | $37.0K | 0.02% | +2,023 | New |
| Federation des caisses Desjardins du Quebec | 2,140 | $39.1K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 2,161 | $39.5K | 0.01% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 2,170 | $39.7K | 0.03% | −3,215−59.7% | Reduced |
| Hazlett, Burt & Watson, Inc. | 2,300 | $42.0K | 0.03% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 2,500 | $45.7K | 0.04% | +2,500 | New |
| AdvisorNet Financial, Inc | 2,845 | $52.0K | 0.00% | +100+3.6% | Added |
| Rosenberg Matthew Hamilton | 2,865 | $52.4K | 0.02% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 2,876 | $52.6K | 0.04% | 00.0% | Unchanged |
| Archer Investment Corp | 2,900 | $53.0K | 0.02% | +2,900 | New |
| Tucker Asset Management LLC | 2,924 | $58.2K | 0.02% | +2,850+3,851.4% | Added |
| Northwestern Mutual Wealth Management Co | 3,203 | $58.5K | 0.00% | −498−13.5% | Reduced |
| TD Waterhouse Canada Inc. | 3,216 | $58.9K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 3,332 | $60.9K | 0.01% | +3,332 | New |
| Carderock Capital Management Inc | 3,550 | $64.9K | 0.02% | +3,550 | New |
| Cary Street Partner Investment Advisory LLC | 3,700 | $67.6K | 0.00% | −1,500−28.8% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 3,900 | $71.3K | 0.03% | +1,100+39.3% | Added |
| Quarry LP | 3,999 | $73.1K | 0.04% | +2,874+255.5% | Added |