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Livermore
ZHEN

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.

Q4 2023 vs. Q3 2023

How the institutions holding Ares Capital Corp changed between Q3 2023 and Q4 2023.

All holders in Q4 2023All holders in Q3 2023

13F holders of ARCC: Q3 2023 compared with Q4 2023
MeasureQ3 2023Of which not filed for Q4 2023Q4 2023Change
Holders65913711+65
Shares166.7M1.62M173.1M+8.01M (+4.8%)
Value$3.25B$31.6M$3.47B+$253.9M (+7.9%)

13 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (107)

Institutions that held Ares Capital Corp at the end of Q4 2023 but not at the end of Q3 2023.

Showing the largest 100 of 107 by value.

Institutions new to ARCC in Q4 2023
InstitutionSharesValue% of portfolio
Melia Wealth LLC698,529$14.0M7.35%
Sage Advisors, LLC625,521$12.5M12.45%
HRT Financial LP275,225$5.51M0.04%
Evercore Wealth Management, LLC263,545$5.28M0.09%
Foresight Capital Management Advisors, Inc.241,062$4.83M4.95%
Pathstone Holdings, LLC238,742$4.78M0.03%
Focus Financial Network Inc189,191$3.79M0.14%
Balyasny Asset Management LLC168,765$3.38M0.01%
Mesirow Financial Investment Management, Inc.143,463$2.87M0.10%
BluePointe Capital Management, LLC132,766$2.66M2.02%
Waterloo Capital, L.P.116,685$2.34M0.38%
Aquatic Capital Management LLC111,000$2.22M0.06%
Gsa Capital Partners LLP102,396$2.05M0.17%
Trexquant Investment LP80,331$1.61M0.04%
NewEdge Wealth, LLC74,730$1.50M0.04%
GraniteShares Advisors LLC73,675$1.48M1.33%
Richard P Slaughter Associates Inc71,418$1.43M0.36%
Concurrent Investment Advisors, LLC62,087$1.24M0.06%
Rothschild Investment LLC58,245$1.17M0.10%
Access Investment Management LLC57,675$1.16M0.43%
Midwest Professional Planners, LTD.57,302$1.15M0.46%
Aigen Investment Management, LP57,147$1.14M0.20%
Steward Partners Investment Solutions, LLC55,510$1.11M0.46%
Crescent Grove Advisors, LLC55,186$1.11M0.12%
Second Line Capital, LLC54,821$1.10M0.44%
Marshall Wace, LLP38,700$775.2K0.00%
MQS Management LLC38,503$771.2K0.43%
BKM Wealth Management, LLC37,165$744.4K0.32%
Capital Management Associates, Inc33,280$666.6K0.60%
JBR Co Financial Management Inc32,547$651.9K0.61%
Wealthfront Advisers LLC29,979$600.5K0.00%
PEAK6 Investments LLC29,740$595.7K0.03%
Tyche Wealth Partners LLC29,073$582.3K0.14%
Kingswood Wealth Advisors, LLC28,393$568.7K0.06%
NorthRock Partners, LLC26,742$535.6K0.02%
Accel Wealth Management26,703$534.9K0.27%
Aua Capital Management, LLC26,355$527.9K0.33%
FSA Advisors, Inc.25,194$504.6K0.62%
Lewis Asset Management, LLC24,305$486.8K0.45%
Alliancebernstein L.P.22,874$458.2K0.00%
Cubist Systematic Strategies, LLC22,282$446.3K0.01%
Modern Wealth Management, LLC21,050$421.6K0.05%
Palumbo Wealth Management LLC21,007$420.8K0.22%
Emergent Wealth Advisors, LLC20,584$412.3K0.38%
Platform Technology Partners19,928$402.3K0.16%
SG Americas Securities, LLC18,104$363.0K0.00%
Eight 31 Financial LLC17,620$352.9K0.22%
Trueblood Wealth Management, LLC16,731$335.1K0.21%
Samjo Management, LLC15,600$312.5K0.11%
AA Financial Advisors, LLC15,355$307.6K0.20%
Wealthcare Capital Management LLC15,218$304.8K0.03%
Prime Capital Investment Advisors, LLC15,107$302.6K0.00%
Millennium Capital Advisors, LLC14,135$283.1K0.22%
Cipher Capital LP14,024$280.9K0.09%
CIC Wealth, LLC13,956$279.5K0.09%
Redmont Wealth Advisors LLC13,027$260.9K0.38%
Autumn Glory Partners, LLC12,535$253.0K0.14%
Significant Wealth Partners LLC12,124$242.8K0.18%
Sanibel Captiva Trust Company, Inc.12,000$240.4K0.01%
Stonegate Investment Group, LLC11,959$239.5K0.01%
Scientech Research LLC11,845$237.4K0.24%
BancorpSouth Bank11,038$221.1K0.02%
Forthright Family Wealth Advisory LLC11,000$220.3K0.17%
Fiduciary Family Office, LLC11,000$220.3K0.10%
Clarus Wealth Advisors10,745$217.9K0.13%
Mission Wealth Management, LP10,401$208.3K0.01%
Envestnet Portfolio Solutions, Inc.10,024$200.8K0.00%
Madison Park Capital Advisors, LLC10,000$200.3K0.19%
PFG Investments, LLC9,993$200.2K0.04%
Richardson Financial Services Inc.9,420$188.7K0.17%
Headlands Technologies LLC8,607$172.4K0.05%
Principal Securities, Inc.8,030$160.8K0.01%
EntryPoint Capital, LLC6,820$136.6K0.13%
Massmutual Trust Co FSB6,688$134.0K0.00%
Creekmur Asset Management LLC4,923$98.6K0.03%
ICA Group Wealth Management, LLC4,450$89.1K0.02%
Security National Bank3,272$65.5K0.01%
Morton Brown Family Wealth, LLC2,682$53.7K0.02%
CVA Family Office, LLC2,530$50.7K0.01%
Planning Capital Management Corp2,348$47.0K0.04%
LM Advisors LLC2,080$41.7K0.01%
O'Dell Group, LLC2,000$40.1K0.01%
Hobbs Group Advisors, LLC1,553$31.1K0.01%
Pingora Partners LLC1,475$29.5K0.03%
Nemes Rush Group LLC1,237$24.8K0.00%
Leonteq Securities AG1,008$20.2K0.00%
Cassady Schiller Wealth Management, LLC790$15.8K0.01%
Jamison Private Wealth Management, Inc.758$15.2K0.00%
Sachetta, LLC737$14.8K0.01%
GAMMA Investing LLC599$12.1K0.00%
Baystate Wealth Management LLC512$10.3K0.00%
Cambridge Trust Co500$10.0K0.00%
Sugarloaf Wealth Management, LLC407$8.15K0.00%
FSC Wealth Advisors, LLC300$6.01K0.00%
DiNuzzo Private Wealth, Inc.230$4.61K0.00%
Tidemark, LLC204$4.09K0.00%
Life Planning Partners, Inc185$3.71K0.00%
J.Safra Asset Management Corp146$2.92K0.00%
Bokf, NA136$2.72K0.00%
City Holding Co125$2.50K0.00%

Sold out (42)

Institutions that held Ares Capital Corp at the end of Q3 2023 and filed for Q4 2023 without it.

Institutions that sold out of ARCC in Q4 2023
InstitutionShares, Q3 2023Value, Q3 2023
D. E. Shaw & Co., Inc.206,310$4.02M
Schonfeld Strategic Advisors LLC176,600$3.44M
Mackenzie Financial Corp158,798$2.98M
Financial Management Network Inc156,535$2.94M
Atria Investments LLC67,440$1.31M
Jefferies Financial Group Inc.42,725$831.9K
Prevail Innovative Wealth Advisors, LLC23,669$460.8K
Ameritas Advisory Services, LLC22,619$436.5K
Integrated Advisors Network LLC20,366$396.5K
Bridge Advisory, LLC19,345$376.7K
Buckingham Strategic Partners19,253$374.9K
Dark Forest Capital Management LP18,936$368.7K
Squarepoint Ops LLC18,864$367.3K
Fisher Asset Management, LLC17,487$340.5K
Syntal Capital Partners, LLC17,346$337.7K
Moneta Group Investment Advisors LLC14,803$288.2K
Alpha Omega Wealth Management LLC14,388$280.1K
Franklin Resources Inc14,305$278.5K
Seven Eight Capital, LP14,292$278.3K
Ethos Financial Group, LLC13,957$271.7K
Moloney Securities Asset Management, LLC12,843$250.1K
Root Financial Partners, LLC12,508$243.5K
Citizens Business Bank12,000$233.6K
FourThought Financial Partners, LLC11,961$232.9K
RVW Wealth, LLC10,441$203.3K
Aveo Capital Partners, LLC10,426$203.0K
Total Clarity Wealth Management, Inc.10,265$199.9K
MKT Advisors LLC10,325$197.9K
Revisor Wealth Management LLC10,056$195.8K
Coastal Investment Advisors, Inc.7,930$149.0K
Cary Street Partner Investment Advisory LLC4,868$94.8K
Johnson Financial Group, Inc.1,554$30.3K
WR Wealth Planners, LLC1,343$26.1K
Robbins Farley LLC1,055$20.5K
Atwood & Palmer Inc643$12.5K
Stonebridge Capital Advisors LLC624$12.1K
Toronto Dominion Bank500$9.73K
American National Bank205$3.99K
Legacy Financial Group LLC147$2.87K
Impact Partnership Wealth, LLC141$2.75K
LGT Financial Advisors LLC90$1.75K
Rise Advisors, LLC0$1

Not filed for Q4 2023 yet (13)

Institutions that held Ares Capital Corp at the end of Q3 2023 and haven't filed a 13F for Q4 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding ARCC in Q3 2023 that haven't filed for Q4 2023
InstitutionShares, Q3 2023Value, Q3 2023
First Republic Investment Management, Inc.897,574$17.5M
Focus Financial Network, Inc.216,151$4.21M
Pathstone Family Office, LLC166,949$3.25M
Golden Green, Inc.97,265$1.89M
FAI Wealth Management80,023$1.56M
Rothschild Investment Corp58,099$1.13M
Claybrook Capital, LLC57,562$1.12M
Johnson Midwest Financial, LLC20,684$402.7K
Samjo Capital LLC15,000$292.1K
Bryn Mawr Trust Co11,000$214.2K
Payden & Rygel Investment Group1,160$23.0K
WFA of San Diego, LLC200$3.89K
Sutton Wealth Advisors Inc.21$399