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 |
|---|---|---|---|---|---|
| CI Private Wealth, LLC | 244,286 | $4.89M | 0.01% | −5,967−2.4% | Reduced |
| Cetera Advisors LLC | 244,293 | $4.89M | 0.07% | +17,035+7.5% | Added |
| ExodusPoint Capital Management, LP | 245,460 | $4.92M | 0.06% | +175,047+248.6% | Added |
| Carnegie Capital Asset Management, LLC | 247,935 | $4.97M | 0.17% | −4,350−1.7% | Reduced |
| Callodine Capital Management, LP | 250,000 | $5.01M | 1.32% | +225,000+900.0% | Added |
| Bank of New York Mellon Corp | 253,062 | $5.07M | 0.00% | −510,677−66.9% | Reduced |
| Independent Financial Group, LLC | 253,771 | $5.08M | 0.27% | −44,763−15.0% | Reduced |
| Quantbot Technologies LP | 258,118 | $5.17M | 0.30% | +230,026+818.8% | Added |
| Mariner, LLC | 259,545 | $5.20M | 0.01% | −36,886−12.4% | Reduced |
| Tectonic Advisors LLC | 260,330 | $5.21M | 0.44% | +18,743+7.8% | Added |
| Hilton Capital Management, LLC | 260,484 | $5.22M | 0.56% | +394+0.2% | Added |
| Evercore Wealth Management, LLC | 263,545 | $5.28M | 0.09% | +263,545 | New |
| Davenport & Co LLC | 272,507 | $5.46M | 0.04% | −7,184−2.6% | Reduced |
| Captrust Financial Advisors | 274,757 | $5.50M | 0.02% | +1,400+0.5% | Added |
| Sargent Investment Group, LLC | 274,975 | $5.51M | 1.21% | +11,440+4.3% | Added |
| HRT Financial LP | 275,225 | $5.51M | 0.04% | +275,225 | New |
| Salem Investment Counselors Inc | 283,205 | $5.67M | 0.19% | −3,255−1.1% | Reduced |
| We Are One Seven, LLC | 286,408 | $5.74M | 0.33% | +272,511+1,960.9% | Added |
| Wealthcare Advisory Partners LLC | 291,333 | $5.84M | 0.23% | +278,797+2,224.0% | Added |
| Blair William & Co | 293,185 | $5.87M | 0.02% | +86,719+42.0% | Added |
| Creative Planning | 294,312 | $5.90M | 0.01% | +2,633+0.9% | Added |
| Fort Washington Investment Advisors Inc | 294,881 | $5.91M | 0.04% | −56,171−16.0% | Reduced |
| Jump Financial, LLC | 296,500 | $5.94M | 0.19% | +73,222+32.8% | Added |
| Romano Brothers and Company | 297,116 | $5.95M | 0.89% | +597+0.2% | Added |
| Wealth Enhancement Advisory Services, LLC | 316,645 | $6.34M | 0.02% | +31,044+10.9% | Added |
| Great West Life Assurance Co | 319,565 | $6.36M | 0.01% | −32,250−9.2% | Reduced |
| Advisors Asset Management, Inc. | 322,594 | $6.46M | 0.13% | −44,618−12.2% | Reduced |
| Oppenheimer & Co Inc | 325,203 | $6.51M | 0.12% | −13,245−3.9% | Reduced |
| Cetera Investment Advisers | 326,302 | $6.54M | 0.05% | +46,111+16.5% | Added |
| AE Wealth Management LLC | 327,240 | $6.73M | 0.03% | +43,838+15.5% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 367,895 | $7.37M | 0.51% | +16,106+4.6% | Added |
| Steward Partners Investment Advisory, LLC | 368,381 | $7.38M | 0.10% | +4,519+1.2% | Added |
| Invesco Ltd. | 376,453 | $7.54M | 0.00% | −15,234−3.9% | Reduced |
| Clearstead Advisors, LLC | 377,408 | $7.56M | 0.40% | −48,551−11.4% | Reduced |
| Chicago Partners Investment Group LLC | 389,236 | $7.91M | 0.37% | +20,202+5.5% | Added |
| SFMG, LLC | 398,112 | $7.97M | 0.74% | +10,080+2.6% | Added |
| Northeast Financial Consultants Inc | 408,549 | $8.18M | 0.45% | +74,423+22.3% | Added |
| Greenwich Investment Management, Inc. | 413,455 | $8.28M | 6.22% | −6,253−1.5% | Reduced |
| Palisade Capital Management LLC | 436,220 | $8.74M | 0.23% | 00.0% | Unchanged |
| Credit Suisse AG | 442,778 | $8.87M | 0.01% | 00.0% | Unchanged |
| Emfo, LLC | 446,307 | $8.94M | 8.32% | −15,560−3.4% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 447,531 | $8.96M | 0.04% | −251,734−36.0% | Reduced |
| Graypoint LLC | 452,140 | $9.06M | 0.73% | 00.0% | Unchanged |
| Bell Bank | 481,238 | $9.64M | 0.93% | +6,989+1.5% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 481,405 | $9.64M | 0.06% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 499,837 | $10.0M | 0.02% | +8,266+1.7% | Added |
| Evergreen Capital Management LLC | 517,272 | $10.4M | 0.42% | +13,099+2.6% | Added |
| Millennium Management LLC | 519,960 | $10.4M | 0.01% | −300,836−36.7% | Reduced |
| Edge Capital Group, LLC | 526,258 | $10.5M | 0.59% | +501,868+2,057.7% | Added |
| Qube Research & Technologies Ltd | 532,479 | $10.7M | 0.02% | +83,267+18.5% | Added |
| Raymond James Financial Services Advisors, Inc. | 552,907 | $11.1M | 0.02% | +122,229+28.4% | Added |
| Partners Group Holding AG | 580,302 | $11.6M | 0.99% | 00.0% | Unchanged |
| TCW Group Inc | 586,983 | $11.8M | 0.13% | −97,904−14.3% | Reduced |
| New South Capital Management Inc | 588,282 | $11.8M | 0.51% | −15,715−2.6% | Reduced |
| McKinley Capital Management LLC /Delaware | 596,138 | $11.9M | 1.53% | +16,937+2.9% | Added |
| Neuberger Berman Group LLC | 604,644 | $12.1M | 0.01% | −10,562−1.7% | Reduced |
| Chartwell Investment Partners, LLC | 608,969 | $12.2M | 0.43% | −4,218−0.7% | Reduced |
| Sage Advisors, LLC | 625,521 | $12.5M | 12.45% | +625,521 | New |
| Baird Financial Group, Inc. | 634,421 | $12.7M | 0.03% | −24,004−3.6% | Reduced |
| D.A. Davidson & Co. | 652,691 | $13.1M | 0.13% | −76,580−10.5% | Reduced |
| LGT Capital Partners Ltd. | 667,500 | $13.4M | 0.40% | +37,500+6.0% | Added |
| Edgemoor Investment Advisors, Inc. | 679,340 | $13.6M | 1.42% | −5,992−0.9% | Reduced |
| Melia Wealth LLC | 698,529 | $14.0M | 7.35% | +698,529 | New |
| Raymond James & Associates | 749,880 | $15.0M | 0.01% | +11,266+1.5% | Added |
| Cliffwater LLC | 779,951 | $15.6M | 4.47% | −98,552−11.2% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 797,778 | $16.0M | 0.01% | −2870.0% | Reduced |
| Muzinich & Co., Inc. | 810,989 | $16.2M | 14.10% | −2,273−0.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 828,779 | $16.6M | 0.07% | +36,636+4.6% | Added |
| Janney Montgomery Scott LLC | 832,194 | $16.7M | 0.05% | −19,232−2.3% | Reduced |
| HighTower Advisors, LLC | 849,173 | $17.0M | 0.03% | −2,204−0.3% | Reduced |
| 1832 Asset Management L.P. | 886,562 | $17.8M | 0.03% | −103,497−10.5% | Reduced |
| Commonwealth Equity Services, LLC | 887,892 | $17.8M | 0.03% | +81,416+10.1% | Added |
| Naviter Wealth, LLC | 973,272 | $19.5M | 3.92% | +174,989+21.9% | Added |
| FMR LLC | 998,220 | $20.0M | 0.00% | +997,174+95,332.1% | Added |
| Baillie Gifford & Co | 1,003,879 | $20.1M | 0.02% | −41,592−4.0% | Reduced |
| McGowan Group Asset Management, Inc. | 1,033,653 | $20.7M | 3.33% | −10,505−1.0% | Reduced |
| Stephens Inc | 1,050,781 | $21.0M | 0.36% | −44,062−4.0% | Reduced |
| Clearbridge Investments, LLC | 1,162,008 | $23.3M | 0.02% | −1,450−0.1% | Reduced |
| Capital Advisors Inc | 1,174,984 | $23.5M | 0.53% | +124,777+11.9% | Added |
| Goldman Sachs Group Inc | 1,227,421 | $24.6M | 0.01% | +475,403+63.2% | Added |
| Allen Investment Management LLC | 1,246,775 | $25.0M | 0.33% | +192,088+18.2% | Added |
| Rockefeller Capital Management L.P. | 1,300,355 | $26.0M | 0.09% | +7,192+0.6% | Added |
| Gilbert & Cook, Inc. | 1,384,752 | $27.7M | 3.93% | +85,561+6.6% | Added |
| Bruni J V & Co | 1,398,203 | $28.0M | 3.48% | +6,001+0.4% | Added |
| Envestnet Asset Management Inc | 1,466,405 | $29.4M | 0.01% | +181,767+14.1% | Added |
| BlackRock Inc. | 1,516,359 | $30.4M | 0.00% | +36,902+2.5% | Added |
| Nomura Asset Management Co Ltd | 1,536,133 | $30.8M | 0.13% | +157,251+11.4% | Added |
| Citadel Advisors LLC | 1,573,314 | $31.5M | 0.03% | +953,094+153.7% | Added |
| Advisor Group Holdings, Inc. | 1,614,256 | $32.3M | 0.06% | −488,032−23.2% | Reduced |
| LSV Asset Management | 1,744,241 | $34.9M | 0.08% | −53,206−3.0% | Reduced |
| JPMorgan Chase & Co | 1,772,856 | $35.5M | 0.00% | +402,208+29.3% | Added |
| Progeny 3, Inc. | 1,895,241 | $38.0M | 4.71% | +106,100+5.9% | Added |
| Ares Management LLC | 1,922,685 | $38.5M | 0.95% | +93,146+5.1% | Added |
| Sound Income Strategies, LLC | 1,954,786 | $39.2M | 3.26% | +66,878+3.5% | Added |
| Border to Coast Pensions Partnership Ltd | 2,045,648 | $41.0M | 1.00% | −100,000−4.7% | Reduced |
| CCLA Investment Management Ltd | 2,047,849 | $41.1M | 0.67% | +24,302+1.2% | Added |
| Stifel Financial Corp | 2,149,717 | $43.1M | 0.05% | +29,422+1.4% | Added |
| Advisors Capital Management, LLC | 2,875,889 | $57.6M | 1.17% | −167,320−5.5% | Reduced |
| LPL Financial LLC | 2,990,363 | $59.9M | 0.04% | +73,740+2.5% | Added |
| UBS Group AG | 3,043,773 | $61.0M | 0.02% | +692,626+29.5% | Added |