Skip to main content
Livermore
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.

13F holders, Q4 2023

Institutional positions in Ares Capital Corp as of Dec 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
711
+65 vs. Q3 2023
Shares held
173.1M
+8.01M (+4.8%) vs. Q3 2023
Total value
$3.47B
+$253.9M (+7.9%) vs. Q3 2023
New holders
107
270 more added
Sold out
42
202 more reduced

13 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2023: 711 institutions
Q1 2021: 537 institutionsQ2 2021: 538 institutionsQ3 2021: 556 institutionsQ4 2021: 628 institutionsQ1 2022: 644 institutionsQ2 2022: 633 institutionsQ3 2022: 631 institutionsQ4 2022: 649 institutionsQ1 2023: 644 institutionsQ2 2023: 661 institutionsQ3 2023: 659 institutionsQ4 2023: 711 institutionsQ1 2024: 718 institutionsQ2 2024: 736 institutionsQ3 2024: 751 institutionsQ4 2024: 829 institutionsQ1 2025: 836 institutionsQ2 2025: 841 institutionsQ3 2025: 794 institutionsQ4 2025: 834 institutionsQ1 2026: 812 institutionsQ2 2026: 787 institutions
Value heldQ4 2023: $3.47B
Q1 2021: $2.54BQ2 2021: $2.47BQ3 2021: $2.83BQ4 2021: $3.07BQ1 2022: $3.30BQ2 2022: $2.94BQ3 2022: $2.79BQ4 2022: $3.09BQ1 2023: $3.04BQ2 2023: $3.09BQ3 2023: $3.25BQ4 2023: $3.47BQ1 2024: $3.60BQ2 2024: $3.76BQ3 2024: $4.07BQ4 2024: $4.38BQ1 2025: $4.81BQ2 2025: $4.90BQ3 2025: $4.62BQ4 2025: $4.83BQ1 2026: $4.44BQ2 2026: $4.50B
Institutions holding ARCC and their total value by quarter
QuarterHoldersValue
Q2 2026787$4.50B
Q1 2026812$4.44B
Q4 2025834$4.83B
Q3 2025794$4.62B
Q2 2025841$4.90B
Q1 2025836$4.81B
Q4 2024829$4.38B
Q3 2024751$4.07B
Q2 2024736$3.76B
Q1 2024718$3.60B
Q4 2023711$3.47B
Q3 2023659$3.25B
Q2 2023661$3.09B
Q1 2023644$3.04B
Q4 2022649$3.09B
Q3 2022631$2.79B
Q2 2022633$2.94B
Q1 2022644$3.30B
Q4 2021628$3.07B
Q3 2021556$2.83B
Q2 2021538$2.47B
Q1 2021537$2.54B

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding Ares Capital Corp; share changes are against Q3 2023.

Institutions holding ARCC in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Householder Group Estate & Retirement Specialist, LLC2,351$47.0K0.02%+875+59.3%Added
Planning Capital Management Corp2,348$47.0K0.04%+2,348New
Bogart Wealth, LLC2,434$48.8K0.00%+1,993+451.9%Added
Clear Street Markets LLC2,500$50.0K0.02%−100−3.8%Reduced
CVA Family Office, LLC2,530$50.7K0.01%+2,530New
Morton Brown Family Wealth, LLC2,682$53.7K0.02%+2,682New
Beacon Capital Management, LLC2,869$55.9K0.02%+143+5.2%Added
Bellevue Asset Management, LLC2,876$57.6K0.05%00.0%Unchanged
Archer Investment Corp3,000$60.1K0.02%+100+3.4%Added
Sandy Spring Bank3,244$65.0K0.00%+2,192+208.4%Added
Security National Bank3,272$65.5K0.01%+3,272New
Venturi Wealth Management, LLC3,332$66.7K0.00%00.0%Unchanged
Laffer Tengler Investments3,663$73.4K0.02%−16−0.4%Reduced
Nelson, Van Denburg & Campbell Wealth Management Group, LLC4,032$80.8K0.00%+71+1.8%Added
Oliver Lagore Vanvalin Investment Group4,250$85.1K0.03%00.0%Unchanged
Cedar Wealth Management, LLC4,302$86.2K0.03%00.0%Unchanged
Tucker Asset Management LLC9,112$87.3K0.02%+4,028+79.2%Added
ICA Group Wealth Management, LLC4,450$89.1K0.02%+4,450New
Barclays PLC4,470$89.5K0.00%00.0%Unchanged
Luken Investment Analytics, LLC4,600$92.1K0.05%00.0%Unchanged
Chilton Capital Management LLC4,710$94.3K0.00%00.0%Unchanged
Fifth Third Bancorp4,719$94.5K0.00%00.0%Unchanged
Armstrong Advisory Group, Inc4,757$95.3K0.01%+26+0.5%Added
Chesapeake Asset Management LLC4,798$96.1K0.09%00.0%Unchanged
Creekmur Asset Management LLC4,923$98.6K0.03%+4,923New
South State Corp.5,000$100.2K0.01%00.0%Unchanged
Parkside Financial Bank & Trust5,345$107.1K0.02%+108+2.1%Added
Hollencrest Capital Management5,687$113.9K0.01%+250+4.6%Added
MCF Advisors LLC6,000$120.2K0.01%00.0%Unchanged
Sanctuary Wealth Management, L.L.C.6,047$121.1K0.12%00.0%Unchanged
Anchor Investment Management, LLC6,161$123.4K0.01%00.0%Unchanged
HM Payson & Co6,361$127.4K0.00%00.0%Unchanged
Tyler-Stone Wealth Management6,447$129.1K0.06%+20.0%Added
Bourgeon Capital Management LLC6,629$132.8K0.03%00.0%Unchanged
Massmutual Trust Co FSB6,688$134.0K0.00%+6,688New
Baldwin Brothers Inc6,717$134.5K0.01%+717+12.0%Added
EntryPoint Capital, LLC6,820$136.6K0.13%+6,820New
Benjamin F. Edwards & Company, Inc.7,198$144.0K0.00%+6,191+614.8%Added
Brown Brothers Harriman & Co7,794$156.1K0.00%00.0%Unchanged
Cape Investment Advisory, Inc.7,934$158.9K0.08%+5,982+306.5%Added
AXS Investments LLC8,000$160.2K0.04%00.0%Unchanged
Principal Securities, Inc.8,030$160.8K0.01%+8,030New
HHM Wealth Advisors, LLC8,289$166.1K0.03%−195−2.3%Reduced
Headlands Technologies LLC8,607$172.4K0.05%+8,607New
EverSource Wealth Advisors, LLC9,126$182.8K0.02%−350−3.7%Reduced
Signaturefd, LLC9,355$187.4K0.00%+1,598+20.6%Added
Orion Capital Management LLC9,410$188.5K0.11%−500−5.0%Reduced
Richardson Financial Services Inc.9,420$188.7K0.17%+9,420New
Hexagon Capital Partners LLC9,648$193.3K0.05%−68−0.7%Reduced
PFG Investments, LLC9,993$200.2K0.04%+9,993New
Douglass Winthrop Advisors, LLC10,000$200.3K0.00%00.0%Unchanged
Estate Counselors, LLC10,000$200.3K0.02%00.0%Unchanged
Madison Park Capital Advisors, LLC10,000$200.3K0.19%+10,000New
Brighton Jones LLC10,014$200.6K0.01%−112−1.1%Reduced
Envestnet Portfolio Solutions, Inc.10,024$200.8K0.00%+10,024New
LBMC Investment Advisors, LLC10,079$201.9K0.02%00.0%Unchanged
Xcel Wealth Management, LLC10,150$203.3K0.07%00.0%Unchanged
Lockerman Financial Group, Inc.10,275$205.8K0.48%00.0%Unchanged
KLCM Advisors, Inc.10,370$207.7K0.03%00.0%Unchanged
Mission Wealth Management, LP10,401$208.3K0.01%+10,401New
Evoke Wealth, LLC10,460$209.5K0.42%−25,864−71.2%Reduced
Allie Family Office LLC10,500$210.3K0.15%00.0%Unchanged
KG&L Capital Management,LLC10,520$210.7K0.09%00.0%Unchanged
Dana Investment Advisors, Inc.10,561$211.5K0.01%00.0%Unchanged
Wall Street Access Asset Management, LLC10,640$213.1K0.10%−305−2.8%Reduced
TD Waterhouse Canada Inc.10,416$213.3K0.00%+3,700+55.1%Added
Core Wealth Partners LLC10,678$213.9K0.18%00.0%Unchanged
Clarus Wealth Advisors10,745$217.9K0.13%+10,745New
Evanson Asset Management, LLC10,890$218.1K0.02%+397+3.8%Added
Forthright Family Wealth Advisory LLC11,000$220.3K0.17%+11,000New
Fiduciary Family Office, LLC11,000$220.3K0.10%+11,000New
BancorpSouth Bank11,038$221.1K0.02%+11,038New
Oakwell Private Wealth Management, LLC11,129$222.9K0.08%00.0%Unchanged
IFG Advisory, LLC11,176$223.9K0.02%−268−2.3%Reduced
Allworth Financial LP11,431$229.0K0.00%+421+3.8%Added
World Equity Group, Inc.11,441$229.2K0.05%+46+0.4%Added
Sigma Investment Counselors Inc11,555$231.5K0.02%00.0%Unchanged
Golden State Equity Partners11,558$231.5K0.06%−1,829−13.7%Reduced
Western Pacific Wealth Management, LP11,584$232.0K0.17%+13+0.1%Added
Great Valley Advisor Group, Inc.11,747$235.3K0.01%−2,320−16.5%Reduced
Beck Capital Management, LLC11,839$237.1K0.08%+1,527+14.8%Added
Scientech Research LLC11,845$237.4K0.24%+11,845New
Elevatus Welath Management11,934$239.0K0.11%−1,736−12.7%Reduced
Stonegate Investment Group, LLC11,959$239.5K0.01%+11,959New
ELCO Management Co., LLC12,000$240.4K0.16%00.0%Unchanged
Sanibel Captiva Trust Company, Inc.12,000$240.4K0.01%+12,000New
Miracle Mile Advisors, LLC12,025$240.9K0.01%+344+2.9%Added
Significant Wealth Partners LLC12,124$242.8K0.18%+12,124New
First National Trust Co12,158$243.5K0.01%00.0%Unchanged
Investment Management Associates Inc12,250$245.4K0.09%00.0%Unchanged
Telemus Capital, LLC12,349$247.3K0.02%−750−5.7%Reduced
Autumn Glory Partners, LLC12,535$253.0K0.14%+12,535New
TMD Wealth Management, LLC12,695$254.3K0.07%−6,550−34.0%Reduced
Northwestern Mutual Wealth Management Co12,713$254.6K0.00%+7,928+165.7%Added
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors12,787$256.1K0.05%+605+5.0%Added
Fulton Bank, N.A.12,890$258.2K0.01%−175−1.3%Reduced
RSM US Wealth Management LLC12,916$258.7K0.01%+2,671+26.1%Added
Global Assets Advisory, LLC12,938$259.0K0.34%+2,475+23.7%Added
Segment Wealth Management, LLC12,998$260.4K0.02%00.0%Unchanged
Seven Mile Advisory13,000$260.4K0.23%00.0%Unchanged