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.
| 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, Q4 2023
Shares, value and share of portfolio for each institution holding Ares Capital Corp; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ipswich Investment Management Co., Inc. | 13,025 | $260.9K | 0.07% | −1,000−7.1% | Reduced |
| Redmont Wealth Advisors LLC | 13,027 | $260.9K | 0.38% | +13,027 | New |
| Merit Financial Group, LLC | 13,321 | $266.8K | 0.01% | −440,957−97.1% | Reduced |
| Webster Bank, N. A. | 13,362 | $267.6K | 0.03% | +4,495+50.7% | Added |
| Camelot Portfolios, LLC | 13,388 | $268.2K | 0.16% | +1,098+8.9% | Added |
| SS&H Financial Advisors, Inc. | 13,450 | $269.0K | 0.11% | 00.0% | Unchanged |
| Vista Investment Management | 13,570 | $271.8K | 0.13% | 00.0% | Unchanged |
| L & S Advisors Inc | – | $272.5K | 0.03% | – | – |
| Purus Wealth Management, LLC | 13,624 | $272.9K | 0.16% | −2,164−13.7% | Reduced |
| Fiduciary Group LLC | 13,850 | $277.4K | 0.03% | +300+2.2% | Added |
| BIP Wealth, LLC | 13,928 | $279.0K | 0.02% | +43+0.3% | Added |
| CIC Wealth, LLC | 13,956 | $279.5K | 0.09% | +13,956 | New |
| Lake Street Advisors Group, LLC | 14,000 | $280.4K | 0.01% | 00.0% | Unchanged |
| Cipher Capital LP | 14,024 | $280.9K | 0.09% | +14,024 | New |
| MAI Capital Management | 14,115 | $282.7K | 0.00% | −146−1.0% | Reduced |
| Millennium Capital Advisors, LLC | 14,135 | $283.1K | 0.22% | +14,135 | New |
| Trust Co of Vermont | 14,201 | $284.4K | 0.02% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 14,415 | $289.0K | 0.06% | +1,042+7.8% | Added |
| Two Sigma Securities, LLC | 14,495 | $290.3K | 0.01% | −24,755−63.1% | Reduced |
| Boston Private Wealth LLC | 14,832 | $297.1K | 0.01% | −7,278−32.9% | Reduced |
| Canton Hathaway, LLC | 15,000 | $300.0K | 0.09% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 14,962 | $300.0K | 0.02% | +124+0.8% | Added |
| Walter & Keenan Financial Consulting Co | 15,000 | $300.4K | 0.11% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 15,040 | $301.3K | 0.05% | −50−0.3% | Reduced |
| Prime Capital Investment Advisors, LLC | 15,107 | $302.6K | 0.00% | +15,107 | New |
| Wealthcare Capital Management LLC | 15,218 | $304.8K | 0.03% | +15,218 | New |
| AA Financial Advisors, LLC | 15,355 | $307.6K | 0.20% | +15,355 | New |
| Patriot Financial Group Insurance Agency, LLC | 15,431 | $309.1K | 0.06% | +1,072+7.5% | Added |
| Samjo Management, LLC | 15,600 | $312.5K | 0.11% | +15,600 | New |
| Delta Financial Group, Inc. | 15,645 | $313.0K | 0.10% | +827+5.6% | Added |
| Pinnacle Financial Partners Inc | 15,638 | $313.2K | 0.01% | 00.0% | Unchanged |
| Vaughan Nelson Investment Management, L.P. | 15,950 | $319.0K | 0.00% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 16,072 | $321.9K | 0.02% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 16,181 | $324.1K | 0.06% | −518−3.1% | Reduced |
| Global Retirement Partners, LLC | 16,099 | $324.9K | 0.01% | +2,121+15.2% | Added |
| HBK Sorce Advisory LLC | 16,313 | $326.7K | 0.01% | −2,962−15.4% | Reduced |
| Heritage Wealth Advisors | 16,434 | $329.2K | 0.02% | −2,888−14.9% | Reduced |
| BCJ Capital Management, LLC | 16,441 | $329.3K | 0.03% | +1,733+11.8% | Added |
| Trueblood Wealth Management, LLC | 16,731 | $335.1K | 0.21% | +16,731 | New |
| Adaptive Financial Consulting, LLC | 16,830 | $337.1K | 0.18% | 00.0% | Unchanged |
| LVW Advisors, LLC | 16,939 | $339.3K | 0.06% | +234+1.4% | Added |
| DeepCurrents Investment Group LLC | 17,007 | $340.6K | 0.01% | −9,691−36.3% | Reduced |
| Lindbrook Capital, LLC | 17,368 | $347.9K | 0.03% | −462−2.6% | Reduced |
| Plan Group Financial, LLC | 17,373 | $348.0K | 0.31% | +971+5.9% | Added |
| Spears Abacus Advisors LLC | 17,375 | $348.0K | 0.03% | −125−0.7% | Reduced |
| Centiva Capital, LP | 17,597 | $352.5K | 0.02% | −2,035−10.4% | Reduced |
| Eight 31 Financial LLC | 17,620 | $352.9K | 0.22% | +17,620 | New |
| Lincoln National Corp | 17,665 | $353.8K | 0.01% | +520+3.0% | Added |
| Hyman Charles D | 17,710 | $355.0K | 0.02% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 17,790 | $356.3K | 0.02% | −1,205−6.3% | Reduced |
| Laidlaw Wealth Management LLC | 17,952 | $359.6K | 0.13% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 18,104 | $363.0K | 0.00% | +18,104 | New |
| Optimum Investment Advisors | 18,299 | $366.6K | 0.18% | 00.0% | Unchanged |
| Baron Financial Group, LLC | 18,366 | $367.9K | 0.23% | +543+3.0% | Added |
| Venture Visionary Partners LLC | 18,381 | $368.2K | 0.02% | +400+2.2% | Added |
| Intrua Financial, LLC | 18,395 | $368.4K | 0.06% | −308−1.6% | Reduced |
| Camden Capital, LLC | 18,491 | $370.4K | 0.04% | +626+3.5% | Added |
| IPG Investment Advisors LLC | 18,537 | $371.3K | 0.07% | −10,800−36.8% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 18,643 | $373.4K | 0.00% | −16,952−47.6% | Reduced |
| Prospera Financial Services Inc | 18,822 | $377.0K | 0.01% | −499−2.6% | Reduced |
| Brandywine Oak Private Wealth LLC | 18,924 | $379.0K | 0.04% | +224+1.2% | Added |
| DFPG Investments, LLC | 18,926 | $379.1K | 0.03% | −2,887−13.2% | Reduced |
| Daymark Wealth Partners, LLC | 19,000 | $380.6K | 0.02% | −6,500−25.5% | Reduced |
| Almanack Investment Partners, LLC. | 19,204 | $384.7K | 0.07% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 19,253 | $385.6K | 0.01% | +664+3.6% | Added |
| Redmond Asset Management, LLC | 19,395 | $388.5K | 0.13% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 19,660 | $394.0K | 0.04% | −4,667−19.2% | Reduced |
| Private Trust Co NA | 19,691 | $394.4K | 0.05% | −2,815−12.5% | Reduced |
| Wealth Alliance Advisory Group, LLC | 19,850 | $397.6K | 0.10% | +1,250+6.7% | Added |
| Prostatis Group LLC | 19,950 | $399.6K | 0.17% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 20,000 | $400.6K | 0.01% | 00.0% | Unchanged |
| Park Circle Co | 20,000 | $400.6K | 0.39% | 00.0% | Unchanged |
| Platform Technology Partners | 19,928 | $402.3K | 0.16% | +19,928 | New |
| XML Financial, LLC | 20,128 | $403.2K | 0.04% | +86+0.4% | Added |
| Heritage Trust Co | 20,185 | $404.3K | 0.06% | +2,950+17.1% | Added |
| Sterling Investment Counsel, LLC | 20,365 | $407.9K | 0.21% | +1,520+8.1% | Added |
| Keybank National Association | 20,433 | $409.3K | 0.00% | −4,800−19.0% | Reduced |
| Cedrus LLC | 20,526 | $411.1K | 0.25% | −1,915−8.5% | Reduced |
| Emergent Wealth Advisors, LLC | 20,584 | $412.3K | 0.38% | +20,584 | New |
| Future Financial Wealth Managment LLC | 20,600 | $412.6K | 0.41% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 20,785 | $416.3K | 0.07% | +1,085+5.5% | Added |
| O'Shaughnessy Asset Management, LLC | 20,832 | $417.3K | 0.01% | +1,394+7.2% | Added |
| Gradient Investments LLC | 20,844 | $417.5K | 0.01% | 00.0% | Unchanged |
| CWS Financial Advisors, LLC | 20,879 | $418.2K | 0.16% | −915−4.2% | Reduced |
| Parcion Private Wealth LLC | 20,982 | $420.3K | 0.04% | 00.0% | Unchanged |
| Palumbo Wealth Management LLC | 21,007 | $420.8K | 0.22% | +21,007 | New |
| Modern Wealth Management, LLC | 21,050 | $421.6K | 0.05% | +21,050 | New |
| M&T Bank Corp | 21,134 | $423.3K | 0.00% | −4,712−18.2% | Reduced |
| Snowden Capital Advisors LLC | 21,157 | $423.8K | 0.02% | −18−0.1% | Reduced |
| Moody National Bank Trust Division | 21,218 | $425.0K | 0.03% | −15,146−41.7% | Reduced |
| Stiles Financial Services Inc | 21,533 | $431.3K | 0.20% | +183+0.9% | Added |
| Equitable Holdings, Inc. | 21,750 | $435.6K | 0.01% | +513+2.4% | Added |
| Perennial Investment Advisors, LLC | 21,785 | $436.4K | 0.07% | +773+3.7% | Added |
| Virtus ETF Advisers LLC | 21,846 | $437.6K | 0.28% | −10,096−31.6% | Reduced |
| DCM Advisors, LLC | 21,866 | $438.0K | 0.16% | +2,287+11.7% | Added |
| Deutsche Bank AG | 21,967 | $440.0K | 0.00% | −4,908−18.3% | Reduced |
| Cubist Systematic Strategies, LLC | 22,282 | $446.3K | 0.01% | +22,282 | New |
| Bouchey Financial Group Ltd | 22,331 | $447.3K | 0.05% | 00.0% | Unchanged |
| Chapin Davis, Inc. | 22,465 | $450.0K | 0.19% | +14+0.1% | Added |
| Bard Associates Inc | 22,585 | $452.4K | 0.17% | 00.0% | Unchanged |