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 |
|---|---|---|---|---|---|
| Bank Ozk | 41,000 | $821.2K | 0.40% | 00.0% | Unchanged |
| St Germain D J Co Inc | 41,118 | $823.6K | 0.04% | +3,118+8.2% | Added |
| Standard Life Aberdeen plc | 41,177 | $824.8K | 0.00% | +10,795+35.5% | Added |
| Bank of Montreal | 41,301 | $829.3K | 0.00% | −5,491−11.7% | Reduced |
| Capital Management Associates | 41,615 | $833.5K | 1.06% | +3,650+9.6% | Added |
| Independent Wealth Network Inc. | 41,625 | $833.7K | 0.44% | +10,493+33.7% | Added |
| Harbour Investments, Inc. | 41,796 | $837.6K | 0.03% | −1,169−2.7% | Reduced |
| Atomi Financial Group, Inc. | 42,742 | $856.1K | 0.12% | +17,783+71.2% | Added |
| Onyx Bridge Wealth Group LLC | 42,777 | $856.8K | 0.17% | +980+2.3% | Added |
| Advisory Services Network, LLC | 42,861 | $858.5K | 0.02% | −12,953−23.2% | Reduced |
| Port Capital LLC | 43,000 | $861.0K | 0.05% | +25,000+138.9% | Added |
| Guild Investment Management, Inc. | 44,600 | $893.3K | 1.42% | −7,490−14.4% | Reduced |
| Hamilton Capital Partners Inc. | 44,700 | $895.3K | 0.18% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 45,003 | $901.4K | 0.03% | +20,109+80.8% | Added |
| MRP Capital Investments, LLC | 45,055 | $902.5K | 0.97% | −20,175−30.9% | Reduced |
| US Bancorp | 45,092 | $903.2K | 0.00% | −7,049−13.5% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 46,002 | $921.4K | 0.25% | 00.0% | Unchanged |
| Lakeview Capital Partners, LLC | 46,014 | $921.7K | 0.16% | +969+2.2% | Added |
| M Holdings Securities, Inc. | 46,009 | $922.0K | 0.10% | +361+0.8% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 46,135 | $924.1K | 0.06% | +4,762+11.5% | Added |
| Riverbridge Partners LLC | 46,697 | $935.3K | 0.01% | +481+1.0% | Added |
| Ancora Advisors, LLC | 47,026 | $941.9K | 0.02% | −1,270−2.6% | Reduced |
| 1620 Investment Advisors, Inc. | 47,213 | $945.7K | 1.04% | −3,444−6.8% | Reduced |
| Alberta Investment Management Corp | 47,300 | $947.4K | 0.01% | 00.0% | Unchanged |
| Baldwin Investment Management, LLC | 47,866 | $958.8K | 0.15% | +2,205+4.8% | Added |
| SageView Advisory Group, LLC | 47,011 | $968.9K | 0.04% | +80.0% | Added |
| Sunbelt Securities, Inc. | 48,414 | $969.7K | 0.12% | −3,744−7.2% | Reduced |
| Geneos Wealth Management Inc. | 48,964 | $980.7K | 0.05% | −32,579−40.0% | Reduced |
| PFG Advisors | 49,258 | $986.6K | 0.08% | −2,028−4.0% | Reduced |
| C2C Wealth Management, LLC | 49,600 | $996.0K | 0.84% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 49,920 | $999.9K | 0.13% | 00.0% | Unchanged |
| Castle Wealth Management LLC | 50,241 | $1.01M | 0.60% | −232−0.5% | Reduced |
| WealthPlan Investment Management, LLC | 50,539 | $1.01M | 0.16% | +3,262+6.9% | Added |
| Toroso Investments, LLC | 51,000 | $1.02M | 0.02% | +2,229+4.6% | Added |
| Parallel Advisors, LLC | 51,806 | $1.04M | 0.03% | +2,415+4.9% | Added |
| Strategic Wealth Partners, Ltd. | 51,885 | $1.04M | 0.13% | +50+0.1% | Added |
| Sheaff Brock Investment Advisors, LLC | 53,066 | $1.06M | 0.10% | +175+0.3% | Added |
| BNP Paribas Arbitrage, SA | 53,112 | $1.06M | 0.00% | −20,613−28.0% | Reduced |
| Cresset Asset Management, LLC | 53,397 | $1.07M | 0.01% | −28,463−34.8% | Reduced |
| Cynosure Management, LLC | 53,523 | $1.07M | 0.19% | −1,931−3.5% | Reduced |
| Kingsview Wealth Management, LLC | 54,706 | $1.10M | 0.03% | +1,665+3.1% | Added |
| Second Line Capital, LLC | 54,821 | $1.10M | 0.44% | +54,821 | New |
| Crescent Grove Advisors, LLC | 55,186 | $1.11M | 0.12% | +55,186 | New |
| Steward Partners Investment Solutions, LLC | 55,510 | $1.11M | 0.46% | +55,510 | New |
| My Legacy Advisors, LLC | 55,742 | $1.13M | 0.41% | −720−1.3% | Reduced |
| GoalVest Advisory LLC | 56,947 | $1.14M | 0.50% | +6,303+12.4% | Added |
| Aigen Investment Management, LP | 57,147 | $1.14M | 0.20% | +57,147 | New |
| Wintrust Investments LLC | 57,179 | $1.15M | 0.11% | +2,030+3.7% | Added |
| Midwest Professional Planners, LTD. | 57,302 | $1.15M | 0.46% | +57,302 | New |
| WESPAC Advisors, LLC | 57,671 | $1.16M | 0.80% | +252+0.4% | Added |
| Access Investment Management LLC | 57,675 | $1.16M | 0.43% | +57,675 | New |
| Griffin Asset Management, Inc. | 57,732 | $1.16M | 0.15% | +6,363+12.4% | Added |
| Naples Global Advisors, LLC | 57,810 | $1.16M | 0.13% | +4,675+8.8% | Added |
| Brown, Lisle/Cummings, Inc. | 58,225 | $1.17M | 0.43% | +5,550+10.5% | Added |
| Rothschild Investment LLC | 58,245 | $1.17M | 0.10% | +58,245 | New |
| Aptus Capital Advisors, LLC | 58,410 | $1.17M | 0.03% | −1,057−1.8% | Reduced |
| Kovitz Investment Group Partners, LLC | 58,804 | $1.18M | 0.02% | −5,835−9.0% | Reduced |
| Ayrshire Capital Management LLC | 58,943 | $1.18M | 0.68% | +1,796+3.1% | Added |
| Register Financial Advisors LLC | 59,430 | $1.19M | 0.80% | −1,237−2.0% | Reduced |
| Samalin Investment Counsel, LLC | 59,544 | $1.19M | 0.60% | +6,291+11.8% | Added |
| Lantz Financial LLC | 59,857 | $1.20M | 0.43% | +1,934+3.3% | Added |
| Paradigm Financial Partners, LLC | 60,114 | $1.20M | 0.29% | −10,740−15.2% | Reduced |
| Brown Miller Wealth Management, LLC | 61,011 | $1.22M | 0.61% | +5,762+10.4% | Added |
| Concurrent Investment Advisors, LLC | 62,087 | $1.24M | 0.06% | +62,087 | New |
| Spire Wealth Management | 61,260 | $1.25M | 0.04% | +910+1.5% | Added |
| MBM Wealth Consultants, LLC | 61,343 | $1.26M | 0.47% | +5,616+10.1% | Added |
| Essex Financial Services, Inc. | 63,230 | $1.27M | 0.13% | −516−0.8% | Reduced |
| Clear Creek Financial Management, LLC | 64,114 | $1.28M | 0.20% | +2,658+4.3% | Added |
| D.B. Root & Company, LLC | 64,565 | $1.29M | 0.47% | −170−0.3% | Reduced |
| National Bank of Canada | 65,518 | $1.31M | 0.00% | −1,331−2.0% | Reduced |
| Key Client Fiduciary Advisors, LLC | 65,654 | $1.32M | 0.77% | −3,859−5.6% | Reduced |
| Bessemer Group Inc | 66,288 | $1.33M | 0.00% | 00.0% | Unchanged |
| Stableford Capital II LLC | 65,420 | $1.33M | 0.57% | −1,065−1.6% | Reduced |
| Texas Yale Capital Corp. | 67,040 | $1.34M | 0.06% | 00.0% | Unchanged |
| GWM Advisors LLC | 66,282 | $1.35M | 0.01% | +1,294+2.0% | Added |
| Cutter & CO Brokerage, Inc. | 67,541 | $1.35M | 0.38% | +1,279+1.9% | Added |
| Cascade Investment Group, Inc. | 67,911 | $1.36M | 1.10% | +3,250+5.0% | Added |
| Tudor Investment Corp Et Al | 68,784 | $1.38M | 0.02% | −545,104−88.8% | Reduced |
| Richard P Slaughter Associates Inc | 71,418 | $1.43M | 0.36% | +71,418 | New |
| StrategIQ Financial Group, LLC | 71,679 | $1.44M | 0.16% | −3,280−4.4% | Reduced |
| Apollon Wealth Management, LLC | 72,159 | $1.45M | 0.05% | +2,452+3.5% | Added |
| SeaCrest Wealth Management, LLC | 71,464 | $1.46M | 0.18% | +5,905+9.0% | Added |
| Nomura Holdings Inc | 73,073 | $1.46M | 0.01% | −139,546−65.6% | Reduced |
| GraniteShares Advisors LLC | 73,675 | $1.48M | 1.33% | +73,675 | New |
| NewEdge Wealth, LLC | 74,730 | $1.50M | 0.04% | +74,730 | New |
| Duncker Streett & Co Inc | 75,078 | $1.50M | 0.32% | −2,892−3.7% | Reduced |
| WCG Wealth Advisors LLC | 75,721 | $1.52M | 0.11% | +500+0.7% | Added |
| Alps Advisors Inc | 76,100 | $1.52M | 0.01% | +1,200+1.6% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 76,573 | $1.53M | 0.05% | −49,289−39.2% | Reduced |
| State Street Corp | 76,823 | $1.54M | 0.00% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 77,120 | $1.54M | 0.02% | +700+0.9% | Added |
| Delphi Management Inc | 77,342 | $1.55M | 1.42% | +3,711+5.0% | Added |
| Legacy Capital Wealth Partners, LLC | 77,363 | $1.55M | 0.44% | −2,620−3.3% | Reduced |
| Park Avenue Securities LLC | 77,553 | $1.55M | 0.02% | −7,106−8.4% | Reduced |
| Eagle Global Advisors LLC | 77,635 | $1.56M | 0.09% | +3,855+5.2% | Added |
| Glassy Mountain Advisors, Inc. | 78,416 | $1.57M | 0.65% | −1,488−1.9% | Reduced |
| Trexquant Investment LP | 80,331 | $1.61M | 0.04% | +80,331 | New |
| RDA Financial Network | 81,273 | $1.63M | 0.62% | +369+0.5% | Added |
| Stratos Wealth Partners, LTD. | 81,507 | $1.63M | 0.03% | −40,390−33.1% | Reduced |
| Beverly Hills Private Wealth, LLC | 82,234 | $1.65M | 0.43% | +2,185+2.7% | Added |