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 |
|---|---|---|---|---|---|
| BIP Wealth, LLC | 13,928 | $279.0K | 0.02% | +43+0.3% | Added |
| Fiduciary Group LLC | 13,850 | $277.4K | 0.03% | +300+2.2% | Added |
| Purus Wealth Management, LLC | 13,624 | $272.9K | 0.16% | −2,164−13.7% | Reduced |
| L & S Advisors Inc | – | $272.5K | 0.03% | – | – |
| Vista Investment Management | 13,570 | $271.8K | 0.13% | 00.0% | Unchanged |
| SS&H Financial Advisors, Inc. | 13,450 | $269.0K | 0.11% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 13,388 | $268.2K | 0.16% | +1,098+8.9% | Added |
| Webster Bank, N. A. | 13,362 | $267.6K | 0.03% | +4,495+50.7% | Added |
| Merit Financial Group, LLC | 13,321 | $266.8K | 0.01% | −440,957−97.1% | Reduced |
| Redmont Wealth Advisors LLC | 13,027 | $260.9K | 0.38% | +13,027 | New |
| Ipswich Investment Management Co., Inc. | 13,025 | $260.9K | 0.07% | −1,000−7.1% | Reduced |
| Seven Mile Advisory | 13,000 | $260.4K | 0.23% | 00.0% | Unchanged |
| Segment Wealth Management, LLC | 12,998 | $260.4K | 0.02% | 00.0% | Unchanged |
| Global Assets Advisory, LLC | 12,938 | $259.0K | 0.34% | +2,475+23.7% | Added |
| RSM US Wealth Management LLC | 12,916 | $258.7K | 0.01% | +2,671+26.1% | Added |
| Fulton Bank, N.A. | 12,890 | $258.2K | 0.01% | −175−1.3% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 12,787 | $256.1K | 0.05% | +605+5.0% | Added |
| Northwestern Mutual Wealth Management Co | 12,713 | $254.6K | 0.00% | +7,928+165.7% | Added |
| TMD Wealth Management, LLC | 12,695 | $254.3K | 0.07% | −6,550−34.0% | Reduced |
| Autumn Glory Partners, LLC | 12,535 | $253.0K | 0.14% | +12,535 | New |
| Telemus Capital, LLC | 12,349 | $247.3K | 0.02% | −750−5.7% | Reduced |
| Investment Management Associates Inc | 12,250 | $245.4K | 0.09% | 00.0% | Unchanged |
| First National Trust Co | 12,158 | $243.5K | 0.01% | 00.0% | Unchanged |
| Significant Wealth Partners LLC | 12,124 | $242.8K | 0.18% | +12,124 | New |
| Miracle Mile Advisors, LLC | 12,025 | $240.9K | 0.01% | +344+2.9% | Added |
| ELCO Management Co., LLC | 12,000 | $240.4K | 0.16% | 00.0% | Unchanged |
| Sanibel Captiva Trust Company, Inc. | 12,000 | $240.4K | 0.01% | +12,000 | New |
| Stonegate Investment Group, LLC | 11,959 | $239.5K | 0.01% | +11,959 | New |
| Elevatus Welath Management | 11,934 | $239.0K | 0.11% | −1,736−12.7% | Reduced |
| Scientech Research LLC | 11,845 | $237.4K | 0.24% | +11,845 | New |
| Beck Capital Management, LLC | 11,839 | $237.1K | 0.08% | +1,527+14.8% | Added |
| Great Valley Advisor Group, Inc. | 11,747 | $235.3K | 0.01% | −2,320−16.5% | Reduced |
| Western Pacific Wealth Management, LP | 11,584 | $232.0K | 0.17% | +13+0.1% | Added |
| Golden State Equity Partners | 11,558 | $231.5K | 0.06% | −1,829−13.7% | Reduced |
| Sigma Investment Counselors Inc | 11,555 | $231.5K | 0.02% | 00.0% | Unchanged |
| World Equity Group, Inc. | 11,441 | $229.2K | 0.05% | +46+0.4% | Added |
| Allworth Financial LP | 11,431 | $229.0K | 0.00% | +421+3.8% | Added |
| IFG Advisory, LLC | 11,176 | $223.9K | 0.02% | −268−2.3% | Reduced |
| Oakwell Private Wealth Management, LLC | 11,129 | $222.9K | 0.08% | 00.0% | Unchanged |
| BancorpSouth Bank | 11,038 | $221.1K | 0.02% | +11,038 | New |
| Forthright Family Wealth Advisory LLC | 11,000 | $220.3K | 0.17% | +11,000 | New |
| Fiduciary Family Office, LLC | 11,000 | $220.3K | 0.10% | +11,000 | New |
| Evanson Asset Management, LLC | 10,890 | $218.1K | 0.02% | +397+3.8% | Added |
| Clarus Wealth Advisors | 10,745 | $217.9K | 0.13% | +10,745 | New |
| Core Wealth Partners LLC | 10,678 | $213.9K | 0.18% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 10,416 | $213.3K | 0.00% | +3,700+55.1% | Added |
| Wall Street Access Asset Management, LLC | 10,640 | $213.1K | 0.10% | −305−2.8% | Reduced |
| Dana Investment Advisors, Inc. | 10,561 | $211.5K | 0.01% | 00.0% | Unchanged |
| KG&L Capital Management,LLC | 10,520 | $210.7K | 0.09% | 00.0% | Unchanged |
| Allie Family Office LLC | 10,500 | $210.3K | 0.15% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 10,460 | $209.5K | 0.42% | −25,864−71.2% | Reduced |
| Mission Wealth Management, LP | 10,401 | $208.3K | 0.01% | +10,401 | New |
| KLCM Advisors, Inc. | 10,370 | $207.7K | 0.03% | 00.0% | Unchanged |
| Lockerman Financial Group, Inc. | 10,275 | $205.8K | 0.48% | 00.0% | Unchanged |
| Xcel Wealth Management, LLC | 10,150 | $203.3K | 0.07% | 00.0% | Unchanged |
| LBMC Investment Advisors, LLC | 10,079 | $201.9K | 0.02% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 10,024 | $200.8K | 0.00% | +10,024 | New |
| Brighton Jones LLC | 10,014 | $200.6K | 0.01% | −112−1.1% | Reduced |
| Douglass Winthrop Advisors, LLC | 10,000 | $200.3K | 0.00% | 00.0% | Unchanged |
| Estate Counselors, LLC | 10,000 | $200.3K | 0.02% | 00.0% | Unchanged |
| Madison Park Capital Advisors, LLC | 10,000 | $200.3K | 0.19% | +10,000 | New |
| PFG Investments, LLC | 9,993 | $200.2K | 0.04% | +9,993 | New |
| Hexagon Capital Partners LLC | 9,648 | $193.3K | 0.05% | −68−0.7% | Reduced |
| Richardson Financial Services Inc. | 9,420 | $188.7K | 0.17% | +9,420 | New |
| Orion Capital Management LLC | 9,410 | $188.5K | 0.11% | −500−5.0% | Reduced |
| Signaturefd, LLC | 9,355 | $187.4K | 0.00% | +1,598+20.6% | Added |
| EverSource Wealth Advisors, LLC | 9,126 | $182.8K | 0.02% | −350−3.7% | Reduced |
| Headlands Technologies LLC | 8,607 | $172.4K | 0.05% | +8,607 | New |
| HHM Wealth Advisors, LLC | 8,289 | $166.1K | 0.03% | −195−2.3% | Reduced |
| Principal Securities, Inc. | 8,030 | $160.8K | 0.01% | +8,030 | New |
| AXS Investments LLC | 8,000 | $160.2K | 0.04% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 7,934 | $158.9K | 0.08% | +5,982+306.5% | Added |
| Brown Brothers Harriman & Co | 7,794 | $156.1K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 7,198 | $144.0K | 0.00% | +6,191+614.8% | Added |
| EntryPoint Capital, LLC | 6,820 | $136.6K | 0.13% | +6,820 | New |
| Baldwin Brothers Inc | 6,717 | $134.5K | 0.01% | +717+12.0% | Added |
| Massmutual Trust Co FSB | 6,688 | $134.0K | 0.00% | +6,688 | New |
| Bourgeon Capital Management LLC | 6,629 | $132.8K | 0.03% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 6,447 | $129.1K | 0.06% | +20.0% | Added |
| HM Payson & Co | 6,361 | $127.4K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 6,161 | $123.4K | 0.01% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 6,047 | $121.1K | 0.12% | 00.0% | Unchanged |
| MCF Advisors LLC | 6,000 | $120.2K | 0.01% | 00.0% | Unchanged |
| Hollencrest Capital Management | 5,687 | $113.9K | 0.01% | +250+4.6% | Added |
| Parkside Financial Bank & Trust | 5,345 | $107.1K | 0.02% | +108+2.1% | Added |
| South State Corp. | 5,000 | $100.2K | 0.01% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 4,923 | $98.6K | 0.03% | +4,923 | New |
| Chesapeake Asset Management LLC | 4,798 | $96.1K | 0.09% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 4,757 | $95.3K | 0.01% | +26+0.5% | Added |
| Fifth Third Bancorp | 4,719 | $94.5K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 4,710 | $94.3K | 0.00% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 4,600 | $92.1K | 0.05% | 00.0% | Unchanged |
| Barclays PLC | 4,470 | $89.5K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 4,450 | $89.1K | 0.02% | +4,450 | New |
| Tucker Asset Management LLC | 9,112 | $87.3K | 0.02% | +4,028+79.2% | Added |
| Cedar Wealth Management, LLC | 4,302 | $86.2K | 0.03% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 4,250 | $85.1K | 0.03% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,032 | $80.8K | 0.00% | +71+1.8% | Added |
| Laffer Tengler Investments | 3,663 | $73.4K | 0.02% | −16−0.4% | Reduced |
| Venturi Wealth Management, LLC | 3,332 | $66.7K | 0.00% | 00.0% | Unchanged |