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 |
|---|---|---|---|---|---|
| Western Pacific Wealth Management, LP | 11,571 | $225.3K | 0.18% | +1,791+18.3% | Added |
| Sigma Investment Counselors Inc | 11,555 | $225.0K | 0.02% | +11,555 | New |
| IFG Advisory, LLC | 11,444 | $222.8K | 0.02% | +24+0.2% | Added |
| World Equity Group, Inc. | 11,395 | $221.9K | 0.05% | +60+0.5% | Added |
| Oakwell Private Wealth Management, LLC | 11,129 | $216.7K | 0.09% | 00.0% | Unchanged |
| Allworth Financial LP | 11,010 | $214.4K | 0.00% | +234+2.2% | Added |
| Bryn Mawr Trust Co | 11,000 | $214.2K | 0.01% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 10,945 | $213.1K | 0.11% | +10,945 | New |
| Core Wealth Partners LLC | 10,678 | $207.9K | 0.19% | 00.0% | Unchanged |
| Dana Investment Advisors, Inc. | 10,561 | $205.6K | 0.01% | 00.0% | Unchanged |
| KG&L Capital Management,LLC | 10,520 | $204.8K | 0.10% | +100+1.0% | Added |
| Allie Family Office LLC | 10,500 | $204.4K | 0.17% | 00.0% | Unchanged |
| Evanson Asset Management, LLC | 10,493 | $204.3K | 0.02% | −173−1.6% | Reduced |
| Global Assets Advisory, LLC | 10,463 | $203.7K | 0.18% | +10,463 | New |
| RVW Wealth, LLC | 10,441 | $203.3K | 0.02% | −846−7.5% | Reduced |
| Aveo Capital Partners, LLC | 10,426 | $203.0K | 0.03% | +88+0.9% | Added |
| KLCM Advisors, Inc. | 10,370 | $201.9K | 0.04% | 00.0% | Unchanged |
| Beck Capital Management, LLC | 10,312 | $200.8K | 0.08% | +10,312 | New |
| Lockerman Financial Group, Inc. | 10,275 | $200.1K | 0.54% | −6−0.1% | Reduced |
| Total Clarity Wealth Management, Inc. | 10,265 | $199.9K | 0.10% | +10,265 | New |
| RSM US Wealth Management LLC | 10,245 | $199.5K | 0.01% | +10,245 | New |
| MKT Advisors LLC | 10,325 | $197.9K | 0.15% | −600−5.5% | Reduced |
| Xcel Wealth Management, LLC | 10,150 | $197.6K | 0.08% | +10,150 | New |
| Brighton Jones LLC | 10,126 | $197.2K | 0.01% | +10,126 | New |
| Revisor Wealth Management LLC | 10,056 | $195.8K | 0.17% | +10,056 | New |
| Douglass Winthrop Advisors, LLC | 10,000 | $194.7K | 0.00% | 00.0% | Unchanged |
| Estate Counselors, LLC | 10,000 | $194.7K | 0.03% | 00.0% | Unchanged |
| Orion Capital Management LLC | 9,910 | $192.9K | 0.13% | −3,600−26.6% | Reduced |
| LBMC Investment Advisors, LLC | 10,079 | $189.3K | 0.02% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 9,716 | $189.2K | 0.05% | +347+3.7% | Added |
| EverSource Wealth Advisors, LLC | 9,476 | $184.5K | 0.02% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 8,924 | $173.8K | 0.01% | −6,162−40.8% | Reduced |
| Webster Bank, N. A. | 8,867 | $172.6K | 0.02% | +1,105+14.2% | Added |
| HHM Wealth Advisors, LLC | 8,484 | $165.3K | 0.03% | 00.0% | Unchanged |
| AXS Investments LLC | 8,000 | $155.8K | 0.04% | +8,000 | New |
| Farther Finance Advisors, LLC | 7,874 | $153.3K | 0.02% | +587+8.1% | Added |
| Brown Brothers Harriman & Co | 7,794 | $151.7K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 7,757 | $151.0K | 0.00% | −2,254−22.5% | Reduced |
| Coastal Investment Advisors, Inc. | 7,930 | $149.0K | 0.03% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 6,629 | $129.1K | 0.03% | +6,629 | New |
| TD Waterhouse Canada Inc. | 6,716 | $128.7K | 0.00% | +3,500+108.8% | Added |
| Tyler-Stone Wealth Management | 6,445 | $125.0K | 0.07% | +53+0.8% | Added |
| HM Payson & Co | 6,361 | $123.8K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 6,161 | $120.0K | 0.02% | −100−1.6% | Reduced |
| Sanctuary Wealth Management, L.L.C. | 6,047 | $117.7K | 0.13% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 6,000 | $116.8K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 6,000 | $116.8K | 0.01% | 00.0% | Unchanged |
| Hollencrest Capital Management | 5,437 | $105.9K | 0.01% | −5,271−49.2% | Reduced |
| Parkside Financial Bank & Trust | 5,237 | $102.0K | 0.02% | +54+1.0% | Added |
| South State Corp. | 5,000 | $97.3K | 0.01% | −328−6.2% | Reduced |
| Cary Street Partner Investment Advisory LLC | 4,868 | $94.8K | 0.01% | +1,168+31.6% | Added |
| Chesapeake Asset Management LLC | 4,798 | $93.4K | 0.09% | +300+6.7% | Added |
| Northwestern Mutual Wealth Management Co | 4,785 | $93.2K | 0.00% | +2,537+112.9% | Added |
| Armstrong Advisory Group, Inc | 4,731 | $92.1K | 0.01% | +13+0.3% | Added |
| Fifth Third Bancorp | 4,719 | $91.9K | 0.00% | −290−5.8% | Reduced |
| Chilton Capital Management LLC | 4,710 | $91.7K | 0.01% | −9,745−67.4% | Reduced |
| Luken Investment Analytics, LLC | 4,600 | $89.6K | 0.05% | 00.0% | Unchanged |
| Barclays PLC | 4,470 | $87.0K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 4,302 | $83.8K | 0.03% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 4,250 | $82.7K | 0.03% | +350+9.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,961 | $77.1K | 0.01% | +361+10.0% | Added |
| Laffer Tengler Investments | 3,679 | $71.6K | 0.02% | −3,139−46.0% | Reduced |
| Venturi Wealth Management, LLC | 3,332 | $64.9K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 2,900 | $56.5K | 0.02% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 2,876 | $56.0K | 0.04% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 2,865 | $55.8K | 0.02% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 2,726 | $51.2K | 0.01% | 00.0% | Unchanged |
| Clear Street Markets LLC | 2,600 | $51.0K | 0.04% | +2,600 | New |
| Coppell Advisory Solutions LLC | 2,662 | $49.2K | 0.02% | +2,237+526.4% | Added |
| Hazlett, Burt & Watson, Inc. | 2,300 | $45.0K | 0.03% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 2,250 | $43.8K | 0.05% | −10,500−82.4% | Reduced |
| Resurgent Financial Advisors LLC | 2,170 | $42.3K | 0.03% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 1,967 | $38.3K | 0.03% | −533−21.3% | Reduced |
| Cape Investment Advisory, Inc. | 1,952 | $38.0K | 0.02% | +1,570+411.0% | Added |
| Carolinas Wealth Consulting LLC | 1,850 | $35.1K | 0.01% | +1,350+270.0% | Added |
| Estabrook Capital Management | 1,650 | $32.1K | 0.01% | −461−21.8% | Reduced |
| Ronald Blue Trust, Inc. | 1,730 | $32.0K | 0.00% | −243−12.3% | Reduced |
| Johnson Financial Group, Inc. | 1,554 | $30.3K | 0.00% | +1,554 | New |
| Montag A & Associates Inc | 1,500 | $29.2K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 1,476 | $28.7K | 0.01% | +1,476 | New |
| Rogco, LP | 1,389 | $27.0K | 0.01% | +1,389 | New |
| AdvisorNet Financial, Inc | 1,354 | $26.4K | 0.00% | −1,491−52.4% | Reduced |
| WR Wealth Planners, LLC | 1,343 | $26.1K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 1,300 | $25.3K | 0.01% | +1,300 | New |
| Citigroup Inc | 1,277 | $24.9K | 0.00% | +812+174.6% | Added |
| Pathway Financial Advisers, LLC | 1,250 | $24.3K | 0.01% | +1,250 | New |
| Acadian Asset Management LLC | 1,271 | $24.0K | 0.00% | −8,807−87.4% | Reduced |
| Payden & Rygel | 1,160 | $23.0K | 0.00% | 00.0% | Unchanged |
| Payden & Rygel Investment Group | 1,160 | $23.0K | 0.00% | +1,160 | New |
| CGC Financial Services, LLC | 1,161 | $22.6K | 0.02% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 1,150 | $22.0K | 0.00% | +28+2.5% | Added |
| Salomon & Ludwin, LLC | 1,120 | $21.8K | 0.00% | +1,120 | New |
| Founders Capital Management | 1,110 | $21.6K | 0.02% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 1,100 | $21.4K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 1,100 | $21.4K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 1,111 | $21.0K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 1,068 | $21.0K | 0.01% | +968+968.0% | Added |
| Colonial Trust Co | 1,073 | $20.9K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1,069 | $20.8K | 0.01% | +26+2.5% | Added |
| Robbins Farley LLC | 1,055 | $20.5K | 0.01% | 00.0% | Unchanged |