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, Q2 2023
Institutional positions in Ares Capital Corp as of Jun 30, 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
- 661
- +23 vs. Q1 2023
- Shares held
- 164.4M
- −1.89M (−1.1%) vs. Q1 2023
- Total value
- $3.09B
- +$52.6M (+1.7%) vs. Q1 2023
- New holders
- 71
- 250 more added
- Sold out
- 48
- 199 more reduced
6 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Ares Capital Corp; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Live Oak Investment Partners | – | $14 | 0.00% | – | – |
| Bokf, NA | 4 | $75 | 0.00% | −6−60.0% | Reduced |
| BerganKDV Wealth Management, LLC | 10 | $188 | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 20 | $376 | 0.00% | +20 | New |
| Financial Synergies Wealth Advisors, Inc. | 25 | $470 | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 25 | $471 | 0.00% | +1+4.2% | Added |
| Baystate Wealth Management LLC | 26 | $495 | 0.00% | +1+4.0% | Added |
| Insight Financial Services | 30 | $563 | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 50 | $940 | 0.00% | +50 | New |
| JJJ Advisors Inc. | 85 | $1.60K | 0.00% | 00.0% | Unchanged |
| McMillion Capital Management Inc | 96 | $1.80K | 0.00% | +96 | New |
| AlphaMark Advisors, LLC | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 118 | $2.00K | 0.00% | −1−0.8% | Reduced |
| BDO Wealth Advisors, LLC | 122 | $2.29K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 138 | $2.60K | 0.00% | −75−35.2% | Reduced |
| Russell Investments Group, Ltd. | 140 | $2.62K | 0.00% | +140 | New |
| JNBA Financial Advisors | 158 | $2.97K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 163 | $3.06K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 170 | $3.19K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 195 | $3.67K | 0.00% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 200 | $3.76K | 0.00% | +200 | New |
| American National Bank | 205 | $3.85K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 236 | $4.43K | 0.00% | +111+88.8% | Added |
| Worth Asset Management, LLC | 250 | $4.70K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 258 | $4.85K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 261 | $4.91K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 270 | $5.00K | 0.01% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 277 | $5.00K | 0.00% | +7+2.6% | Added |
| West Branch Capital LLC | 274 | $5.15K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 302 | $5.67K | 0.00% | +302 | New |
| Blue Bell Private Wealth Management, LLC | 314 | $5.90K | 0.00% | +314 | New |
| Tucker Asset Management LLC | 84 | $6.35K | 0.00% | −2,840−97.1% | Reduced |
| Valley National Advisers Inc | 326 | $7.00K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 382 | $7.18K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 409 | $7.67K | 0.00% | −7,118−94.6% | Reduced |
| Global Financial Private Client, LLC | 415 | $7.84K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 425 | $8.00K | 0.00% | +425 | New |
| Impact Partnership Wealth, LLC | 462 | $8.68K | 0.00% | +462 | New |
| Citigroup Inc | 465 | $8.74K | 0.00% | −611−56.8% | Reduced |
| McIlrath & Eck, LLC | 467 | $8.78K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 478 | $8.98K | 0.01% | +5+1.1% | Added |
| Elequin Capital LP | 481 | $9.04K | 0.00% | +481 | New |
| Carolinas Wealth Consulting LLC | 500 | $9.39K | 0.00% | +500 | New |
| Koesten, Hirschmann & Crabtree, INC. | 500 | $9.39K | 0.01% | +500 | New |
| Raleigh Capital Management Inc. | 520 | $9.77K | 0.00% | +50+10.6% | Added |
| American State Bank (Iowa) | 569 | $10.7K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 575 | $11.2K | 0.00% | +84+17.1% | Added |
| PSI Advisors, LLC | 600 | $11.3K | 0.00% | −445−42.6% | Reduced |
| Jones Financial Companies LLLP | 608 | $11.4K | 0.00% | −2−0.3% | Reduced |
| Castleview Partners, LLC | 621 | $11.7K | 0.01% | +16+2.6% | Added |
| Atwood & Palmer Inc | 643 | $12.1K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 676 | $12.7K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 711 | $13.4K | 0.01% | 00.0% | Unchanged |
| Grove Bank & Trust | 720 | $13.5K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 800 | $15.0K | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 900 | $16.9K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 932 | $17.5K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 956 | $18.0K | 0.00% | +956 | New |
| First Horizon Advisors, Inc. | 991 | $18.6K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 1,000 | $18.8K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 1,000 | $18.8K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 1,007 | $19.0K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 1,032 | $19.4K | 0.00% | +20+2.0% | Added |
| SOA Wealth Advisors, LLC. | 1,043 | $19.6K | 0.00% | +27+2.7% | Added |
| FMR LLC | 1,046 | $19.7K | 0.00% | −18−1.7% | Reduced |
| Robbins Farley LLC | 1,055 | $19.8K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 1,073 | $20.2K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 1,100 | $20.7K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1,100 | $20.7K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 1,100 | $20.7K | 0.01% | 00.0% | Unchanged |
| Founders Capital Management | 1,110 | $20.9K | 0.02% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 1,122 | $21.0K | 0.00% | +29+2.7% | Added |
| Smithfield Trust Co | 1,111 | $21.0K | 0.00% | +1,100+10,000.0% | Added |
| CGC Financial Services, LLC | 1,161 | $21.8K | 0.01% | +1,161 | New |
| Payden & Rygel | 1,160 | $22.0K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 1,343 | $25.2K | 0.01% | +21+1.6% | Added |
| Point72 Asset Management, L.P. | 1,426 | $26.8K | 0.00% | +1,426 | New |
| Montag A & Associates Inc | 1,500 | $28.2K | 0.00% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 1,773 | $33.3K | 0.01% | +1,773 | New |
| Ronald Blue Trust, Inc. | 1,973 | $36.0K | 0.00% | +42+2.2% | Added |
| Ridgewood Investments LLC | 2,023 | $38.0K | 0.02% | 00.0% | Unchanged |
| Estabrook Capital Management | 2,111 | $39.7K | 0.01% | −50−2.3% | Reduced |
| Federation des caisses Desjardins du Quebec | 2,140 | $40.2K | 0.00% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 2,170 | $40.8K | 0.03% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2,248 | $42.2K | 0.00% | −955−29.8% | Reduced |
| Hazlett, Burt & Watson, Inc. | 2,300 | $43.0K | 0.03% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 2,500 | $47.0K | 0.04% | 00.0% | Unchanged |
| CVA Family Office, LLC | 2,530 | $47.5K | 0.01% | +2,530 | New |
| Kapitalo Investimentos Ltda | 2,536 | $47.7K | 0.01% | +2,536 | New |
| Beacon Capital Management, LLC | 2,726 | $51.2K | 0.01% | +1,727+172.9% | Added |
| AdvisorNet Financial, Inc | 2,845 | $53.5K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 2,865 | $53.8K | 0.02% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 2,876 | $54.0K | 0.03% | 00.0% | Unchanged |
| Archer Investment Corp | 2,900 | $54.5K | 0.02% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 3,216 | $60.4K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 3,332 | $62.6K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,600 | $67.7K | 0.00% | −5,569−60.7% | Reduced |
| Cary Street Partner Investment Advisory LLC | 3,700 | $69.5K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 3,900 | $73.3K | 0.03% | 00.0% | Unchanged |
| Point72 Middle East FZE | 4,205 | $79.0K | 0.00% | +4,205 | New |