Skip to main content

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
Ipswich Investment Management Co., Inc.13,025$260.9K0.07%−1,000−7.1%Reduced
Redmont Wealth Advisors LLC13,027$260.9K0.38%+13,027New
Merit Financial Group, LLC13,321$266.8K0.01%−440,957−97.1%Reduced
Webster Bank, N. A.13,362$267.6K0.03%+4,495+50.7%Added
Camelot Portfolios, LLC13,388$268.2K0.16%+1,098+8.9%Added
SS&H Financial Advisors, Inc.13,450$269.0K0.11%00.0%Unchanged
Vista Investment Management13,570$271.8K0.13%00.0%Unchanged
L & S Advisors Inc–$272.5K0.03%––
Purus Wealth Management, LLC13,624$272.9K0.16%−2,164−13.7%Reduced
Fiduciary Group LLC13,850$277.4K0.03%+300+2.2%Added
BIP Wealth, LLC13,928$279.0K0.02%+43+0.3%Added
CIC Wealth, LLC13,956$279.5K0.09%+13,956New
Lake Street Advisors Group, LLC14,000$280.4K0.01%00.0%Unchanged
Cipher Capital LP14,024$280.9K0.09%+14,024New
MAI Capital Management14,115$282.7K0.00%−146−1.0%Reduced
Millennium Capital Advisors, LLC14,135$283.1K0.22%+14,135New
Trust Co of Vermont14,201$284.4K0.02%00.0%Unchanged
Benjamin Edwards Inc14,415$289.0K0.06%+1,042+7.8%Added
Two Sigma Securities, LLC14,495$290.3K0.01%−24,755−63.1%Reduced
Boston Private Wealth LLC14,832$297.1K0.01%−7,278−32.9%Reduced
Canton Hathaway, LLC15,000$300.0K0.09%00.0%Unchanged
Centaurus Financial, Inc.14,962$300.0K0.02%+124+0.8%Added
Walter & Keenan Financial Consulting Co15,000$300.4K0.11%00.0%Unchanged
Cornerstone Advisory, LLC15,040$301.3K0.05%−50−0.3%Reduced
Prime Capital Investment Advisors, LLC15,107$302.6K0.00%+15,107New
Wealthcare Capital Management LLC15,218$304.8K0.03%+15,218New
AA Financial Advisors, LLC15,355$307.6K0.20%+15,355New
Patriot Financial Group Insurance Agency, LLC15,431$309.1K0.06%+1,072+7.5%Added
Samjo Management, LLC15,600$312.5K0.11%+15,600New
Delta Financial Group, Inc.15,645$313.0K0.10%+827+5.6%Added
Pinnacle Financial Partners Inc15,638$313.2K0.01%00.0%Unchanged
Vaughan Nelson Investment Management, L.P.15,950$319.0K0.00%00.0%Unchanged
Western Wealth Management, LLC16,072$321.9K0.02%00.0%Unchanged
MONECO Advisors, LLC16,181$324.1K0.06%−518−3.1%Reduced
Global Retirement Partners, LLC16,099$324.9K0.01%+2,121+15.2%Added
HBK Sorce Advisory LLC16,313$326.7K0.01%−2,962−15.4%Reduced
Heritage Wealth Advisors16,434$329.2K0.02%−2,888−14.9%Reduced
BCJ Capital Management, LLC16,441$329.3K0.03%+1,733+11.8%Added
Trueblood Wealth Management, LLC16,731$335.1K0.21%+16,731New
Adaptive Financial Consulting, LLC16,830$337.1K0.18%00.0%Unchanged
LVW Advisors, LLC16,939$339.3K0.06%+234+1.4%Added
DeepCurrents Investment Group LLC17,007$340.6K0.01%−9,691−36.3%Reduced
Lindbrook Capital, LLC17,368$347.9K0.03%−462−2.6%Reduced
Plan Group Financial, LLC17,373$348.0K0.31%+971+5.9%Added
Spears Abacus Advisors LLC17,375$348.0K0.03%−125−0.7%Reduced
Centiva Capital, LP17,597$352.5K0.02%−2,035−10.4%Reduced
Eight 31 Financial LLC17,620$352.9K0.22%+17,620New
Lincoln National Corp17,665$353.8K0.01%+520+3.0%Added
Hyman Charles D17,710$355.0K0.02%00.0%Unchanged
Financial Advocates Investment Management17,790$356.3K0.02%−1,205−6.3%Reduced
Laidlaw Wealth Management LLC17,952$359.6K0.13%00.0%Unchanged
SG Americas Securities, LLC18,104$363.0K0.00%+18,104New
Optimum Investment Advisors18,299$366.6K0.18%00.0%Unchanged
Baron Financial Group, LLC18,366$367.9K0.23%+543+3.0%Added
Venture Visionary Partners LLC18,381$368.2K0.02%+400+2.2%Added
Intrua Financial, LLC18,395$368.4K0.06%−308−1.6%Reduced
Camden Capital, LLC18,491$370.4K0.04%+626+3.5%Added
IPG Investment Advisors LLC18,537$371.3K0.07%−10,800−36.8%Reduced
Mirae Asset Global Investments Co., Ltd.18,643$373.4K0.00%−16,952−47.6%Reduced
Prospera Financial Services Inc18,822$377.0K0.01%−499−2.6%Reduced
Brandywine Oak Private Wealth LLC18,924$379.0K0.04%+224+1.2%Added
DFPG Investments, LLC18,926$379.1K0.03%−2,887−13.2%Reduced
Daymark Wealth Partners, LLC19,000$380.6K0.02%−6,500−25.5%Reduced
Almanack Investment Partners, LLC.19,204$384.7K0.07%00.0%Unchanged
Resources Investment Advisors, LLC.19,253$385.6K0.01%+664+3.6%Added
Redmond Asset Management, LLC19,395$388.5K0.13%00.0%Unchanged
Tradition Wealth Management, LLC19,660$394.0K0.04%−4,667−19.2%Reduced
Private Trust Co NA19,691$394.4K0.05%−2,815−12.5%Reduced
Wealth Alliance Advisory Group, LLC19,850$397.6K0.10%+1,250+6.7%Added
Prostatis Group LLC19,950$399.6K0.17%00.0%Unchanged
TCTC Holdings, LLC20,000$400.6K0.01%00.0%Unchanged
Park Circle Co20,000$400.6K0.39%00.0%Unchanged
Platform Technology Partners19,928$402.3K0.16%+19,928New
XML Financial, LLC20,128$403.2K0.04%+86+0.4%Added
Heritage Trust Co20,185$404.3K0.06%+2,950+17.1%Added
Sterling Investment Counsel, LLC20,365$407.9K0.21%+1,520+8.1%Added
Keybank National Association20,433$409.3K0.00%−4,800−19.0%Reduced
Cedrus LLC20,526$411.1K0.25%−1,915−8.5%Reduced
Emergent Wealth Advisors, LLC20,584$412.3K0.38%+20,584New
Future Financial Wealth Managment LLC20,600$412.6K0.41%00.0%Unchanged
Pinnacle Wealth Planning Services, Inc.20,785$416.3K0.07%+1,085+5.5%Added
O'Shaughnessy Asset Management, LLC20,832$417.3K0.01%+1,394+7.2%Added
Gradient Investments LLC20,844$417.5K0.01%00.0%Unchanged
CWS Financial Advisors, LLC20,879$418.2K0.16%−915−4.2%Reduced
Parcion Private Wealth LLC20,982$420.3K0.04%00.0%Unchanged
Palumbo Wealth Management LLC21,007$420.8K0.22%+21,007New
Modern Wealth Management, LLC21,050$421.6K0.05%+21,050New
M&T Bank Corp21,134$423.3K0.00%−4,712−18.2%Reduced
Snowden Capital Advisors LLC21,157$423.8K0.02%−18−0.1%Reduced
Moody National Bank Trust Division21,218$425.0K0.03%−15,146−41.7%Reduced
Stiles Financial Services Inc21,533$431.3K0.20%+183+0.9%Added
Equitable Holdings, Inc.21,750$435.6K0.01%+513+2.4%Added
Perennial Investment Advisors, LLC21,785$436.4K0.07%+773+3.7%Added
Virtus ETF Advisers LLC21,846$437.6K0.28%−10,096−31.6%Reduced
DCM Advisors, LLC21,866$438.0K0.16%+2,287+11.7%Added
Deutsche Bank AG21,967$440.0K0.00%−4,908−18.3%Reduced
Cubist Systematic Strategies, LLC22,282$446.3K0.01%+22,282New
Bouchey Financial Group Ltd22,331$447.3K0.05%00.0%Unchanged
Chapin Davis, Inc.22,465$450.0K0.19%+14+0.1%Added
Bard Associates Inc22,585$452.4K0.17%00.0%Unchanged