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 2023
Institutional positions in Ares Capital Corp as of Sep 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
- 659
- +7 vs. Q2 2023
- Shares held
- 166.7M
- +2.51M (+1.5%) vs. Q2 2023
- Total value
- $3.25B
- +$159.4M (+5.2%) vs. Q2 2023
- New holders
- 60
- 263 more added
- Sold out
- 53
- 197 more reduced
9 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Ares Capital Corp; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Walter & Keenan Financial Consulting Co | 15,000 | $292.1K | 0.11% | −2,000−11.8% | Reduced |
| Samjo Capital LLC | 15,000 | $292.1K | 0.11% | +15,000 | New |
| Cornerstone Advisory, LLC | 15,090 | $293.8K | 0.05% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 15,638 | $304.5K | 0.01% | 00.0% | Unchanged |
| Purus Wealth Management, LLC | 15,788 | $307.4K | 0.21% | −473−2.9% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 15,950 | $311.0K | 0.00% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 16,072 | $312.9K | 0.03% | +300+1.9% | Added |
| Plan Group Financial, LLC | 16,402 | $319.3K | 0.23% | −29,236−64.1% | Reduced |
| MONECO Advisors, LLC | 16,699 | $325.1K | 0.09% | +755+4.7% | Added |
| LVW Advisors, LLC | 16,705 | $325.3K | 0.07% | +116+0.7% | Added |
| Adaptive Financial Consulting, LLC | 16,830 | $327.7K | 0.19% | 00.0% | Unchanged |
| Lincoln National Corp | 17,145 | $333.8K | 0.01% | +955+5.9% | Added |
| Heritage Trust Co | 17,235 | $335.6K | 0.05% | 00.0% | Unchanged |
| Syntal Capital Partners, LLC | 17,346 | $337.7K | 0.26% | +551+3.3% | Added |
| Fisher Asset Management, LLC | 17,487 | $340.5K | 0.00% | +6,485+58.9% | Added |
| Spears Abacus Advisors LLC | 17,500 | $340.7K | 0.03% | 00.0% | Unchanged |
| Hyman Charles D | 17,710 | $345.0K | 0.02% | 00.0% | Unchanged |
| Baron Financial Group, LLC | 17,823 | $347.0K | 0.23% | +271+1.5% | Added |
| Lindbrook Capital, LLC | 17,830 | $347.2K | 0.04% | −433−2.4% | Reduced |
| Camden Capital, LLC | 17,865 | $347.8K | 0.04% | −10,186−36.3% | Reduced |
| Laidlaw Wealth Management LLC | 17,952 | $349.5K | 0.12% | −50−0.3% | Reduced |
| Port Capital LLC | 18,000 | $350.0K | 0.02% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 17,981 | $350.1K | 0.02% | +1,800+11.1% | Added |
| Optimum Investment Advisors | 18,299 | $356.4K | 0.18% | +4,000+28.0% | Added |
| Resources Investment Advisors, LLC. | 18,589 | $361.9K | 0.01% | −774−4.0% | Reduced |
| Wealth Alliance Advisory Group, LLC | 18,600 | $362.1K | 0.11% | 00.0% | Unchanged |
| Brandywine Oak Private Wealth LLC | 18,700 | $364.1K | 0.04% | −250−1.3% | Reduced |
| Intrua Financial, LLC | 18,703 | $364.1K | 0.07% | +1,489+8.6% | Added |
| Sterling Investment Counsel, LLC | 18,845 | $366.9K | 0.21% | +185+1.0% | Added |
| Squarepoint Ops LLC | 18,864 | $367.3K | 0.00% | −20,776−52.4% | Reduced |
| Dark Forest Capital Management LP | 18,936 | $368.7K | 0.03% | +18,936 | New |
| Financial Advocates Investment Management | 18,995 | $369.8K | 0.03% | −1,897−9.1% | Reduced |
| Almanack Investment Partners, LLC. | 19,204 | $373.9K | 0.07% | 00.0% | Unchanged |
| TMD Wealth Management, LLC | 19,245 | $374.7K | 0.11% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 19,253 | $374.9K | 0.02% | +572+3.1% | Added |
| Winton Group Ltd | 19,272 | $375.2K | 0.03% | +19,272 | New |
| HBK Sorce Advisory LLC | 19,275 | $375.3K | 0.02% | −1,130−5.5% | Reduced |
| Prospera Financial Services Inc | 19,321 | $376.2K | 0.01% | +2,051+11.9% | Added |
| Heritage Wealth Advisors | 19,322 | $376.2K | 0.02% | −3,151−14.0% | Reduced |
| Bridge Advisory, LLC | 19,345 | $376.7K | 0.13% | 00.0% | Unchanged |
| Redmond Asset Management, LLC | 19,395 | $377.6K | 0.13% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 19,438 | $378.5K | 0.01% | +4,641+31.4% | Added |
| DCM Advisors, LLC | 19,579 | $381.2K | 0.17% | +923+4.9% | Added |
| Centiva Capital, LP | 19,632 | $382.2K | 0.02% | +9,456+92.9% | Added |
| Pinnacle Wealth Planning Services, Inc. | 19,700 | $383.6K | 0.06% | +19,700 | New |
| Prostatis Group LLC | 19,950 | $388.4K | 0.19% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 20,000 | $389.4K | 0.02% | 00.0% | Unchanged |
| Park Circle Co | 20,000 | $389.4K | 0.37% | 00.0% | Unchanged |
| XML Financial, LLC | 20,042 | $390.2K | 0.05% | +1,752+9.6% | Added |
| Lafayette Investments, Inc. | 20,080 | $391.0K | 0.11% | +500+2.6% | Added |
| Integrated Advisors Network LLC | 20,366 | $396.5K | 0.02% | +20,366 | New |
| Future Financial Wealth Managment LLC | 20,600 | $401.1K | 0.44% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 20,684 | $402.7K | 0.90% | +200+1.0% | Added |
| Gradient Investments LLC | 20,844 | $405.8K | 0.01% | −251−1.2% | Reduced |
| Parcion Private Wealth LLC | 20,982 | $408.5K | 0.04% | 00.0% | Unchanged |
| Perennial Investment Advisors, LLC | 21,012 | $409.1K | 0.07% | +1,833+9.6% | Added |
| Snowden Capital Advisors LLC | 21,175 | $412.3K | 0.02% | −76,255−78.3% | Reduced |
| Equitable Holdings, Inc. | 21,237 | $413.5K | 0.01% | +2,546+13.6% | Added |
| Stiles Financial Services Inc | 21,350 | $415.7K | 0.22% | +385+1.8% | Added |
| CWS Financial Advisors, LLC | 21,794 | $424.3K | 0.17% | 00.0% | Unchanged |
| DFPG Investments, LLC | 21,813 | $424.5K | 0.04% | −4,861−18.2% | Reduced |
| Hilltop Holdings Inc. | 21,995 | $428.2K | 0.05% | +2,833+14.8% | Added |
| Boston Private Wealth LLC | 22,110 | $430.5K | 0.01% | −3,467−13.6% | Reduced |
| RFG Advisory, LLC | 22,271 | $433.6K | 0.02% | −478−2.1% | Reduced |
| Guggenheim Capital LLC | 22,278 | $433.8K | 0.00% | −734−3.2% | Reduced |
| Bouchey Financial Group Ltd | 22,331 | $434.8K | 0.05% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 22,619 | $436.5K | 0.02% | +11,113+96.6% | Added |
| Cedrus LLC | 22,441 | $436.9K | 0.31% | +2,884+14.7% | Added |
| Chapin Davis, Inc. | 22,451 | $437.1K | 0.21% | −3,689−14.1% | Reduced |
| Private Trust Co NA | 22,506 | $438.2K | 0.06% | −66−0.3% | Reduced |
| Bard Associates Inc | 22,585 | $439.7K | 0.18% | −100−0.4% | Reduced |
| Intellectus Partners, LLC | 22,807 | $444.1K | 0.14% | +22,807 | New |
| FIL Ltd | 22,810 | $444.1K | 0.00% | +1,688+8.0% | Added |
| Western Financial Corp | 22,974 | $447.3K | 0.33% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 23,210 | $451.9K | 0.01% | +4,730+25.6% | Added |
| Roman Butler Fullerton & Co | 24,055 | $457.8K | 0.22% | +966+4.2% | Added |
| Prevail Innovative Wealth Advisors, LLC | 23,669 | $460.8K | 0.24% | −140,077−85.5% | Reduced |
| Valeo Financial Advisors, LLC | 24,009 | $467.5K | 0.02% | +11,750+95.8% | Added |
| Accredited Investors Inc. | 24,010 | $467.5K | 0.04% | +459+1.9% | Added |
| Raymond James Trust N.A. | 24,025 | $467.8K | 0.01% | +287+1.2% | Added |
| First Manhattan Co | 24,163 | $470.5K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 24,327 | $474.0K | 0.06% | +322+1.3% | Added |
| Edge Capital Group, LLC | 24,390 | $474.9K | 0.03% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 24,511 | $477.2K | 0.02% | −174−0.7% | Reduced |
| Axxcess Wealth Management, LLC | 24,894 | $484.7K | 0.02% | −93,470−79.0% | Reduced |
| Regions Financial Corp | 24,955 | $485.9K | 0.00% | −467−1.8% | Reduced |
| Atomi Financial Group, Inc. | 24,959 | $486.0K | 0.16% | +5,644+29.2% | Added |
| Aurora Private Wealth, Inc. | 24,975 | $486.0K | 0.54% | +1,226+5.2% | Added |
| Callodine Capital Management, LP | 25,000 | $486.8K | 0.14% | −150,000−85.7% | Reduced |
| Parallax Volatility Advisers, L.P. | 25,000 | $486.8K | 0.02% | −100,000−80.0% | Reduced |
| Keybank National Association | 25,233 | $491.3K | 0.00% | −200−0.8% | Reduced |
| Cornerstone Wealth Management, LLC | 25,412 | $494.8K | 0.05% | +6,604+35.1% | Added |
| Daymark Wealth Partners, LLC | 25,500 | $496.5K | 0.03% | +7,843+44.4% | Added |
| StoneX Group Inc. | 25,582 | $498.1K | 0.05% | +9,110+55.3% | Added |
| Continuum Advisory, LLC | 25,617 | $498.8K | 0.08% | +245+1.0% | Added |
| Prossimo Advisors, LLC | 25,651 | $499.0K | 1.18% | −150−0.6% | Reduced |
| Highlander Capital Management, LLC | 24,934 | $500.0K | 0.20% | +12,825+105.9% | Added |
| M&R Capital Management Inc | 25,778 | $501.9K | 0.14% | −884−3.3% | Reduced |
| M&T Bank Corp | 25,846 | $503.2K | 0.00% | −24−0.1% | Reduced |
| TCG Advisory Services, LLC | 25,873 | $503.8K | 0.08% | +2,113+8.9% | Added |