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 |
|---|---|---|---|---|---|
| Cascade Investment Group, Inc. | 59,886 | $1.09M | 1.08% | −1,056−1.7% | Reduced |
| Kathmere Capital Management, LLC | 60,191 | $1.10M | 0.18% | +60,191 | New |
| Lantz Financial LLC | 60,238 | $1.10M | 0.46% | 00.0% | Unchanged |
| PFG Advisors | 60,810 | $1.11M | 0.09% | −1,518−2.4% | Reduced |
| Johnson Investment Counsel Inc | 61,400 | $1.12M | 0.01% | 00.0% | Unchanged |
| National Bank of Canada | 62,209 | $1.14M | 0.00% | +1,257+2.1% | Added |
| Family Management Corp | 62,995 | $1.15M | 0.27% | −839−1.3% | Reduced |
| Clear Creek Financial Management, LLC | 63,969 | $1.17M | 0.22% | +600+0.9% | Added |
| Spire Wealth Management | 64,070 | $1.17M | 0.05% | +19,661+44.3% | Added |
| Apollon Wealth Management, LLC | 65,273 | $1.19M | 0.07% | +2,403+3.8% | Added |
| Naples Global Advisors, LLC | 65,320 | $1.19M | 0.15% | −2,425−3.6% | Reduced |
| Eagle Global Advisors LLC | 65,790 | $1.20M | 0.08% | +23,700+56.3% | Added |
| Texas Yale Capital Corp. | 66,900 | $1.22M | 0.06% | 00.0% | Unchanged |
| Cutter & CO Brokerage, Inc. | 67,148 | $1.23M | 0.38% | +3,269+5.1% | Added |
| Jump Financial, LLC | 68,246 | $1.25M | 0.05% | +52,783+341.4% | Added |
| Pekin Hardy Strauss, Inc. | 68,360 | $1.25M | 0.19% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 68,551 | $1.25M | 0.02% | −2,669−3.7% | Reduced |
| Squarepoint Ops LLC | 68,817 | $1.26M | 0.01% | +68,817 | New |
| GoalVest Advisory LLC | 69,175 | $1.26M | 0.74% | +6,890+11.1% | Added |
| Taylor Frigon Capital Management LLC | 69,703 | $1.27M | 0.70% | −181−0.3% | Reduced |
| Bessemer Group Inc | 69,868 | $1.28M | 0.00% | +17,366+33.1% | Added |
| Beverly Hills Private Wealth, LLC | 69,891 | $1.28M | 0.40% | +12,222+21.2% | Added |
| Jane Street Group, LLC | 69,961 | $1.28M | 0.00% | −98,156−58.4% | Reduced |
| HB Wealth Management, LLC | 70,377 | $1.29M | 0.02% | +1,466+2.1% | Added |
| Paradigm Financial Partners, LLC | 70,478 | $1.29M | 0.35% | +1,887+2.8% | Added |
| Merit Financial Group, LLC | 70,544 | $1.29M | 0.05% | +58,864+504.0% | Added |
| Hennion & Walsh Asset Management, Inc. | 72,096 | $1.32M | 0.08% | +14,883+26.0% | Added |
| Riverbridge Partners LLC | 72,877 | $1.33M | 0.02% | +1,530+2.1% | Added |
| Legacy Capital Wealth Partners, LLC | 73,092 | $1.34M | 0.36% | +4,571+6.7% | Added |
| Kestra Private Wealth Services, LLC | 73,135 | $1.34M | 0.05% | +3,149+4.5% | Added |
| V Wealth Advisors LLC | 73,138 | $1.34M | 0.25% | −50−0.1% | Reduced |
| Key Client Fiduciary Advisors, LLC | 75,267 | $1.38M | 0.86% | −4,635−5.8% | Reduced |
| Condor Capital Management | 76,139 | $1.39M | 0.17% | −1,020−1.3% | Reduced |
| StrategIQ Financial Group, LLC | 76,596 | $1.40M | 0.16% | +747+1.0% | Added |
| State Street Corp | 76,823 | $1.40M | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 79,325 | $1.45M | 0.13% | +5,935+8.1% | Added |
| Proequities, Inc. | 81,126 | $1.48M | 0.12% | +10,048+14.1% | Added |
| Eagle Bay Advisors LLC | 81,420 | $1.49M | 0.82% | +17,729+27.8% | Added |
| Advisory Research Inc | 81,565 | $1.49M | 0.24% | +50.0% | Added |
| RDA Financial Network | 81,892 | $1.50M | 0.68% | +1,800+2.2% | Added |
| Bramshill Investments, LLC | 84,035 | $1.54M | 0.18% | +1,688+2.0% | Added |
| Stonebridge Financial Planning Group, LLC | 84,150 | $1.54M | 0.99% | −567−0.7% | Reduced |
| Axxcess Wealth Management, LLC | 84,475 | $1.54M | 0.12% | +703+0.8% | Added |
| Duncker Streett & Co Inc | 85,118 | $1.56M | 0.37% | −3,948−4.4% | Reduced |
| Park Avenue Securities LLC | 85,254 | $1.56M | 0.03% | −3,699−4.2% | Reduced |
| Macquarie Group Ltd | 85,300 | $1.56M | 0.00% | 00.0% | Unchanged |
| Alps Advisors Inc | 85,600 | $1.56M | 0.01% | −3,400−3.8% | Reduced |
| Atria Investments LLC | 85,656 | $1.57M | 0.03% | +16,888+24.6% | Added |
| Larson Financial Group LLC | 87,104 | $1.59M | 0.17% | +10.0% | Added |
| Kula Investments, LLC | 87,316 | $1.60M | 0.39% | +87,316 | New |
| Beck Bode, LLC | 88,542 | $1.62M | 0.40% | −8,590−8.8% | Reduced |
| Cardiff Park Advisors, LLC | 89,128 | $1.63M | 0.21% | +13,441+17.8% | Added |
| Intercontinental Wealth Advisors, LLC | 90,769 | $1.66M | 0.42% | +90,769 | New |
| Snowden Capital Advisors LLC | 91,170 | $1.67M | 0.06% | +3,119+3.5% | Added |
| MML Investors Services, LLC | 93,903 | $1.72M | 0.01% | −5,570−5.6% | Reduced |
| Jefferies Financial Group Inc. | 94,156 | $1.72M | 0.04% | −42,505−31.1% | Reduced |
| Palogic Value Management, L.P. | 94,328 | $1.72M | 0.84% | +5,895+6.7% | Added |
| Standard Life Aberdeen plc | 95,868 | $1.75M | 0.00% | −49,359−34.0% | Reduced |
| Golden Green, Inc. | 96,122 | $1.76M | 2.06% | +73,413+323.3% | Added |
| ExodusPoint Capital Management, LP | 96,800 | $1.77M | 0.02% | +40,983+73.4% | Added |
| Ieq Capital, LLC | 98,379 | $1.80M | 0.04% | −16,355−14.3% | Reduced |
| Callodine Capital Management, LP | 100,000 | $1.83M | 0.54% | +25,000+33.3% | Added |
| J.W. Cole Advisors, Inc. | 102,725 | $1.88M | 0.13% | +1,037+1.0% | Added |
| Castle Rock Wealth Management, LLC | 103,170 | $1.88M | 0.67% | −4,387−4.1% | Reduced |
| Wedbush Securities Inc | 109,527 | $2.00M | 0.10% | −9,911−8.3% | Reduced |
| Sculati Wealth Management, LLC | 111,574 | $2.04M | 1.08% | +2,586+2.4% | Added |
| Atlantic Union Bankshares Corp | 113,006 | $2.07M | 0.21% | −2,900−2.5% | Reduced |
| Demars Financial Group, LLC | 114,639 | $2.10M | 1.15% | +2,277+2.0% | Added |
| Foundations Investment Advisors, LLC | 116,771 | $2.13M | 0.08% | −2,733−2.3% | Reduced |
| Whittier Trust Co | 116,964 | $2.14M | 0.04% | 00.0% | Unchanged |
| Pearl River Capital, LLC | 118,456 | $2.16M | 0.34% | +36,617+44.7% | Added |
| Banque Cantonale Vaudoise | 120,903 | $2.21M | 0.11% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 121,267 | $2.22M | 0.03% | +19,734+19.4% | Added |
| Stratos Wealth Partners, LTD. | 121,296 | $2.22M | 0.06% | −11,011−8.3% | Reduced |
| Schonfeld Strategic Advisors LLC | 121,500 | $2.22M | 0.02% | −35,300−22.5% | Reduced |
| Sierra Capital LLC | 126,524 | $2.31M | 0.38% | 00.0% | Unchanged |
| Nissay Asset Management Corp | 126,588 | $2.31M | 0.02% | −15,783−11.1% | Reduced |
| CIBC World Markets Inc. | 128,063 | $2.34M | 0.01% | +9,652+8.2% | Added |
| Wellington Shields Capital Management, LLC | 130,655 | $2.39M | 0.29% | +130,655 | New |
| The PNC Financial Services Group, Inc. | 131,209 | $2.40M | 0.00% | +4,623+3.7% | Added |
| FAI Wealth Management | 131,604 | $2.41M | 2.18% | −1,695−1.3% | Reduced |
| IHT Wealth Management, LLC | 132,708 | $2.43M | 0.14% | +8,461+6.8% | Added |
| Brown Advisory Inc | 133,676 | $2.44M | 0.00% | +36,164+37.1% | Added |
| Arkadios Wealth Advisors | 134,665 | $2.46M | 0.29% | +10,693+8.6% | Added |
| Fort Pitt Capital Group, LLC | 135,295 | $2.47M | 0.10% | +2,414+1.8% | Added |
| Truvestments Capital LLC | 137,237 | $2.51M | 1.34% | +1,465+1.1% | Added |
| Texas Capital Bank Wealth Management Services Inc | 139,788 | $2.55M | 0.30% | −2,825−2.0% | Reduced |
| Cresset Asset Management, LLC | 140,367 | $2.57M | 0.05% | −10,035−6.7% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 141,529 | $2.59M | 0.09% | +6,784+5.0% | Added |
| Anfield Capital Management, LLC | 142,604 | $2.61M | 1.21% | +12,163+9.3% | Added |
| Truist Financial Corp | 143,518 | $2.62M | 0.00% | −21,790−13.2% | Reduced |
| Curated Wealth Partners LLC | 143,653 | $2.63M | 0.59% | 00.0% | Unchanged |
| National Asset Management, Inc. | 146,167 | $2.67M | 0.07% | +710+0.5% | Added |
| U.S. Capital Wealth Advisors, LLC | 146,307 | $2.67M | 0.12% | +17,601+13.7% | Added |
| Meridian Wealth Management, LLC | 146,957 | $2.69M | 0.23% | +15,009+11.4% | Added |
| Providence Capital Advisors, LLC | 147,172 | $2.69M | 0.71% | +5,136+3.6% | Added |
| Ascent Group, LLC | 147,463 | $2.69M | 0.29% | +9,495+6.9% | Added |
| Domani Wealth, LLC | 147,588 | $2.70M | 0.63% | 00.0% | Unchanged |
| Community Trust & Investment Co | 153,217 | $2.80M | 0.24% | +12,106+8.6% | Added |
| EWG Elevate Inc. | 154,080 | $2.82M | 1.20% | −6,132−3.8% | Reduced |