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 |
|---|---|---|---|---|---|
| Independent Wealth Network Inc. | 29,250 | $534.5K | 0.34% | +441+1.5% | Added |
| Jaffetilchin Investment Partners, LLC | 29,682 | $542.4K | 0.06% | +5,432+22.4% | Added |
| Arete Wealth Advisors, LLC | 29,746 | $544.0K | 0.04% | +1,900+6.8% | Added |
| Horizon Investments, LLC | 30,434 | $556.0K | 0.02% | −90−0.3% | Reduced |
| NewSquare Capital LLC | 30,561 | $558.5K | 0.07% | −270−0.9% | Reduced |
| McDonald Partners LLC | 30,737 | $561.7K | 0.18% | +13,079+74.1% | Added |
| Tradition Wealth Management, LLC | 31,032 | $567.0K | 0.07% | −4,300−12.2% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 31,144 | $569.2K | 0.00% | +1,849+6.3% | Added |
| Whitener Capital Management, Inc. | 31,393 | $573.7K | 0.24% | −1,317−4.0% | Reduced |
| Bank of New Hampshire | 32,047 | $585.7K | 0.18% | +32,047 | New |
| Quad-Cities Investment Group, LLC | 32,447 | $593.0K | 0.41% | +252+0.8% | Added |
| SeaCrest Wealth Management, LLC | 33,009 | $603.2K | 0.08% | +550+1.7% | Added |
| KC Investment Advisors, LLC | 34,175 | $625.0K | 0.59% | +1,053+3.2% | Added |
| Kovack Advisors, Inc. | 34,223 | $625.4K | 0.09% | +18,370+115.9% | Added |
| Balboa Wealth Partners | 34,354 | $627.8K | 0.24% | +5,866+20.6% | Added |
| Nicholas Hoffman & Company, LLC. | 34,515 | $630.8K | 0.06% | −2,510−6.8% | Reduced |
| TownSquare Capital, LLC | 34,732 | $634.7K | 0.01% | −2,601−7.0% | Reduced |
| Parallel Advisors, LLC | 34,738 | $634.8K | 0.02% | +2,736+8.5% | Added |
| Commerce Bank | 35,201 | $643.3K | 0.01% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 35,453 | $647.9K | 0.03% | +2,315+7.0% | Added |
| Private Wealth Strategies, L.L.C. | 35,479 | $648.4K | 0.16% | +903+2.6% | Added |
| Pathstone Family Office, LLC | 35,524 | $649.2K | 0.01% | −446−1.2% | Reduced |
| Relative Value Partners Group, LLC | 35,602 | $650.6K | 0.04% | −2,010−5.3% | Reduced |
| Formidable Asset Management, LLC | 35,620 | $652.0K | 0.14% | −1,056−2.9% | Reduced |
| Moody National Bank Trust Division | 36,109 | $659.9K | 0.06% | +354+1.0% | Added |
| Aj Wealth Strategies, LLC | 36,269 | $662.8K | 0.03% | −14,811−29.0% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 37,123 | $678.4K | 0.05% | +3,934+11.9% | Added |
| Onyx Bridge Wealth Group LLC | 37,425 | $683.9K | 0.27% | +4,084+12.2% | Added |
| Monument Capital Management | 37,627 | $687.6K | 0.23% | +896+2.4% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 37,999 | $694.0K | 0.02% | −15,576−29.1% | Reduced |
| AllSquare Wealth Management LLC | 38,154 | $697.3K | 0.45% | +1,000+2.7% | Added |
| Capital Management Associates | 38,242 | $698.9K | 1.06% | +38,242 | New |
| Beacon Pointe Advisors, LLC | 39,174 | $715.9K | 0.01% | +5,191+15.3% | Added |
| Baker Avenue Asset Management, LP | 39,238 | $717.1K | 0.04% | −14,007−26.3% | Reduced |
| Mercer Global Advisors Inc | 40,002 | $731.0K | 0.00% | −17,697−30.7% | Reduced |
| Emerald Mutual Fund Advisers Trust | 40,010 | $731.2K | 0.04% | +40,010 | New |
| Sowell Financial Services LLC | 40,152 | $734.0K | 0.06% | −1,311−3.2% | Reduced |
| All Season Financial Advisors, Inc. | 40,341 | $737.2K | 0.67% | +9,837+32.2% | Added |
| M&T Bank Corp | 40,870 | $746.9K | 0.00% | −8,322−16.9% | Reduced |
| Brinker Capital Investments, LLC | 40,993 | $749.1K | 0.01% | −4,949−10.8% | Reduced |
| Orion Portfolio Solutions, LLC | 40,993 | $749.1K | 0.01% | +40,993 | New |
| Bank Ozk | 41,000 | $749.3K | 0.37% | 00.0% | Unchanged |
| Bridgewealth Advisory Group, LLC | 41,791 | $763.7K | 1.41% | +1,784+4.5% | Added |
| Moors & Cabot, Inc. | 41,922 | $766.1K | 0.05% | −273−0.6% | Reduced |
| MQS Management LLC | 41,955 | $766.7K | 0.49% | +41,955 | New |
| WealthPlan Investment Management, LLC | 42,226 | $771.5K | 0.13% | −20,741−32.9% | Reduced |
| D L Carlson Investment Group Inc | 42,404 | $775.0K | 0.18% | +2,659+6.7% | Added |
| Koshinski Asset Management, Inc. | 42,603 | $778.6K | 0.08% | +6,141+16.8% | Added |
| Capital Investment Advisors, LLC | 42,939 | $784.7K | 0.02% | +3,246+8.2% | Added |
| Brown, Lisle/Cummings, Inc. | 42,975 | $785.4K | 0.40% | −67,900−61.2% | Reduced |
| Csenge Advisory Group | 43,134 | $788.3K | 0.06% | +399+0.9% | Added |
| Tower Research Capital LLC (TRC) | 43,342 | $793.0K | 0.03% | +43,137+21,042.4% | Added |
| Baldwin Investment Management, LLC | 43,580 | $796.4K | 0.14% | +2,550+6.2% | Added |
| Harbour Investments, Inc. | 43,868 | $801.9K | 0.04% | +5,135+13.3% | Added |
| Veritable, L.P. | 43,983 | $803.8K | 0.01% | +12,669+40.5% | Added |
| Cullen/Frost Bankers, Inc. | 44,229 | $808.3K | 0.01% | +864+2.0% | Added |
| Hamilton Capital Partners Inc. | 44,700 | $816.9K | 0.30% | −18,600−29.4% | Reduced |
| C2C Wealth Management, LLC | 44,600 | $819.1K | 0.13% | −1,500−3.3% | Reduced |
| Samalin Investment Counsel, LLC | 44,913 | $820.8K | 0.49% | +5,006+12.5% | Added |
| Quantbot Technologies LP | 45,071 | $823.7K | 0.06% | −32,566−41.9% | Reduced |
| Essex Financial Services, Inc. | 45,265 | $827.2K | 0.09% | +7,590+20.1% | Added |
| Toroso Investments, LLC | 45,807 | $837.0K | 0.03% | +5,306+13.1% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 46,002 | $840.7K | 0.25% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 38,794 | $850.0K | 0.36% | 00.0% | Unchanged |
| Cerity Partners LLC | 46,520 | $850.1K | 0.00% | +8,908+23.7% | Added |
| Belpointe Asset Management LLC | 46,691 | $853.3K | 0.05% | +2,814+6.4% | Added |
| Gsa Capital Partners LLP | 47,010 | $859.0K | 0.08% | +15,029+47.0% | Added |
| Alberta Investment Management Corp | 47,300 | $864.4K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 48,420 | $884.9K | 0.01% | −756−1.5% | Reduced |
| United Capital Financial Advisers, LLC | 48,623 | $888.4K | 0.00% | −15,861−24.6% | Reduced |
| Griffin Asset Management, Inc. | 48,643 | $888.7K | 0.12% | +925+1.9% | Added |
| Nomura Holdings Inc | 48,707 | $890.1K | 0.01% | +48,707 | New |
| ProShare Advisors LLC | 48,931 | $894.2K | 0.00% | +48,931 | New |
| Argent Trust Co | 49,032 | $896.1K | 0.06% | +3,197+7.0% | Added |
| Geneos Wealth Management Inc. | 49,062 | $896.8K | 0.05% | −23,667−32.5% | Reduced |
| My Legacy Advisors, LLC | 50,107 | $898.9K | 0.39% | +2,553+5.4% | Added |
| US Bancorp | 50,416 | $921.4K | 0.00% | +2,262+4.7% | Added |
| Rothschild Investment Corp | 50,803 | $928.0K | 0.08% | −10.0% | Reduced |
| Caxton Associates LP | 51,094 | $933.7K | 0.15% | −6,351−11.1% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 51,316 | $937.8K | 0.10% | +603+1.2% | Added |
| Ancora Advisors, LLC | 51,806 | $946.8K | 0.03% | +3,259+6.7% | Added |
| Guild Investment Management, Inc. | 52,110 | $952.3K | 1.46% | −470−0.9% | Reduced |
| Wintrust Investments LLC | 52,159 | $953.0K | 0.12% | +6,994+15.5% | Added |
| Castle Wealth Management LLC | 52,542 | $960.2K | 0.74% | +5,275+11.2% | Added |
| 1620 Investment Advisors, Inc. | 52,609 | $961.4K | 1.16% | −320−0.6% | Reduced |
| Cynosure Management, LLC | 52,995 | $968.5K | 1.46% | +772+1.5% | Added |
| Kingsview Wealth Management, LLC | 53,403 | $975.9K | 0.04% | +465+0.9% | Added |
| Advisory Services Network, LLC | 54,276 | $991.9K | 0.03% | +607+1.1% | Added |
| Brown Miller Wealth Management, LLC | 54,333 | $992.9K | 0.59% | +840+1.6% | Added |
| Ayrshire Capital Management LLC | 54,473 | $995.5K | 0.68% | −1,505−2.7% | Reduced |
| SageView Advisory Group, LLC | 55,185 | $1.01M | 0.06% | +55,185 | New |
| Sunbelt Securities, Inc. | 56,724 | $1.03M | 0.17% | −3,553−5.9% | Reduced |
| Alpha DNA Investment Management LLC | 56,681 | $1.04M | 0.53% | +393+0.7% | Added |
| Change Path, LLC | 56,946 | $1.04M | 0.05% | +1,554+2.8% | Added |
| WESPAC Advisors, LLC | 57,513 | $1.05M | 0.99% | +57,513 | New |
| Claybrook Capital, LLC | 57,562 | $1.05M | 0.59% | 00.0% | Unchanged |
| Advisor Resource Council | 58,328 | $1.06M | 0.27% | +3,953+7.3% | Added |
| NEIRG Wealth Management, LLC | 58,559 | $1.07M | 0.19% | +1,832+3.2% | Added |
| Bank of Montreal | 55,301 | $1.08M | 0.00% | −237−0.4% | Reduced |
| Register Financial Advisors LLC | 59,565 | $1.09M | 0.86% | −106,737−64.2% | Reduced |