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 |
|---|---|---|---|---|---|
| Security National Bank | 3,272 | $65.5K | 0.01% | +3,272 | New |
| Sandy Spring Bank | 3,244 | $65.0K | 0.00% | +2,192+208.4% | Added |
| Archer Investment Corp | 3,000 | $60.1K | 0.02% | +100+3.4% | Added |
| Bellevue Asset Management, LLC | 2,876 | $57.6K | 0.05% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 2,869 | $55.9K | 0.02% | +143+5.2% | Added |
| Morton Brown Family Wealth, LLC | 2,682 | $53.7K | 0.02% | +2,682 | New |
| CVA Family Office, LLC | 2,530 | $50.7K | 0.01% | +2,530 | New |
| Clear Street Markets LLC | 2,500 | $50.0K | 0.02% | −100−3.8% | Reduced |
| Bogart Wealth, LLC | 2,434 | $48.8K | 0.00% | +1,993+451.9% | Added |
| Planning Capital Management Corp | 2,348 | $47.0K | 0.04% | +2,348 | New |
| Householder Group Estate & Retirement Specialist, LLC | 2,351 | $47.0K | 0.02% | +875+59.3% | Added |
| Hazlett, Burt & Watson, Inc. | 2,300 | $46.0K | 0.03% | 00.0% | Unchanged |
| Activest Wealth Management | 2,142 | $42.9K | 0.02% | +1,239+137.2% | Added |
| LM Advisors LLC | 2,080 | $41.7K | 0.01% | +2,080 | New |
| FIL Ltd | 2,009 | $40.2K | 0.00% | −20,801−91.2% | Reduced |
| O'Dell Group, LLC | 2,000 | $40.1K | 0.01% | +2,000 | New |
| Assetmark, Inc | 1,960 | $39.3K | 0.00% | +1,345+218.7% | Added |
| First Horizon Advisors, Inc. | 1,922 | $38.5K | 0.00% | +931+93.9% | Added |
| ZRC Wealth Management, LLC | 1,967 | $38.3K | 0.02% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 1,850 | $37.1K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,804 | $36.1K | 0.00% | +450+33.2% | Added |
| Ronald Blue Trust, Inc. | 1,777 | $34.0K | 0.00% | +47+2.7% | Added |
| Estabrook Capital Management | 1,650 | $33.0K | 0.01% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 1,553 | $31.1K | 0.01% | +1,553 | New |
| Montag A & Associates Inc | 1,500 | $30.0K | 0.00% | 00.0% | Unchanged |
| Pingora Partners LLC | 1,475 | $29.5K | 0.03% | +1,475 | New |
| Acadian Asset Management LLC | 1,460 | $29.0K | 0.00% | +189+14.9% | Added |
| Tower Research Capital LLC (TRC) | 1,439 | $28.8K | 0.00% | −7,485−83.9% | Reduced |
| Resurgent Financial Advisors LLC | 1,390 | $27.8K | 0.02% | −780−35.9% | Reduced |
| Rogco, LP | 1,388 | $27.8K | 0.01% | −1−0.1% | Reduced |
| Cedar Mountain Advisors, LLC | 1,300 | $26.0K | 0.01% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 1,250 | $25.0K | 0.03% | −1,000−44.4% | Reduced |
| Pathway Financial Advisers, LLC | 1,250 | $25.0K | 0.01% | 00.0% | Unchanged |
| Community Bank, N.A. | 1,250 | $25.0K | 0.00% | +250+25.0% | Added |
| Nemes Rush Group LLC | 1,237 | $24.8K | 0.00% | +1,237 | New |
| Financial Management Professionals, Inc. | 1,207 | $24.0K | 0.00% | +57+5.0% | Added |
| CGC Financial Services, LLC | 1,161 | $23.3K | 0.01% | 00.0% | Unchanged |
| PSI Advisors, LLC | 1,150 | $23.0K | 0.01% | +450+64.3% | Added |
| Payden & Rygel | 1,160 | $23.0K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 1,172 | $23.0K | 0.01% | +104+9.7% | Added |
| Rosenberg Matthew Hamilton | 1,138 | $22.8K | 0.01% | −1,727−60.3% | Reduced |
| SOA Wealth Advisors, LLC. | 1,122 | $22.5K | 0.01% | +53+5.0% | Added |
| Founders Capital Management | 1,110 | $22.2K | 0.02% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 1,100 | $22.0K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 1,100 | $22.0K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 1,111 | $22.0K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 1,120 | $21.8K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 1,073 | $21.5K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 1,008 | $20.2K | 0.00% | +1,008 | New |
| Manchester Capital Management LLC | 1,000 | $20.0K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 1,000 | $20.0K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 961 | $19.2K | 0.01% | +250+35.2% | Added |
| Global Wealth Management Investment Advisory, Inc. | 956 | $19.1K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 945 | $18.9K | 0.00% | +631+201.0% | Added |
| Huntington National Bank | 909 | $18.2K | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 900 | $18.0K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 897 | $18.0K | 0.00% | −35−3.8% | Reduced |
| GPS Wealth Strategies Group, LLC | 800 | $16.0K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 790 | $15.8K | 0.01% | +790 | New |
| Jamison Private Wealth Management, Inc. | 758 | $15.2K | 0.00% | +758 | New |
| Sachetta, LLC | 737 | $14.8K | 0.01% | +737 | New |
| Grove Bank & Trust | 720 | $14.4K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 676 | $13.5K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 645 | $12.9K | 0.01% | +125+24.0% | Added |
| Provenance Wealth Advisors, LLC | 629 | $12.6K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 622 | $12.5K | 0.00% | −2,040−76.6% | Reduced |
| DT Investment Partners, LLC | 603 | $12.4K | 0.00% | +28+4.9% | Added |
| GAMMA Investing LLC | 599 | $12.1K | 0.00% | +599 | New |
| American State Bank (Iowa) | 569 | $11.4K | 0.01% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 538 | $10.8K | 0.01% | +25+4.9% | Added |
| Baystate Wealth Management LLC | 512 | $10.3K | 0.00% | +512 | New |
| Cambridge Trust Co | 500 | $10.0K | 0.00% | +500 | New |
| McIlrath & Eck, LLC | 467 | $9.35K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 429 | $8.59K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 415 | $8.31K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 407 | $8.15K | 0.00% | +407 | New |
| Fortis Group Advisors, LLC | 384 | $7.69K | 0.00% | +192+100.0% | Added |
| Russell Investments Group, Ltd. | 383 | $7.68K | 0.00% | +240+167.8% | Added |
| FSC Wealth Advisors, LLC | 300 | $6.01K | 0.00% | +300 | New |
| Valley National Advisers Inc | 339 | $6.00K | 0.00% | +9+2.7% | Added |
| Evolution Advisers, Inc. | 291 | $6.00K | 0.00% | +14+5.1% | Added |
| West Branch Capital LLC | 274 | $5.49K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 261 | $5.23K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 270 | $5.00K | 0.01% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 236 | $4.73K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 230 | $4.61K | 0.00% | +230 | New |
| Tidemark, LLC | 204 | $4.09K | 0.00% | +204 | New |
| VitalStone Financial, LLC | 215 | $4.00K | 0.00% | 00.0% | Unchanged |
| Life Planning Partners, Inc | 185 | $3.71K | 0.00% | +185 | New |
| Boyd Watterson Asset Management LLC | 170 | $3.40K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 158 | $3.17K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 146 | $2.92K | 0.00% | +146 | New |
| Ameritas Investment Partners, Inc. | 138 | $2.77K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 136 | $2.72K | 0.00% | +136 | New |
| City Holding Co | 125 | $2.50K | 0.00% | +125 | New |
| Creative Financial Designs Inc | 120 | $2.40K | 0.00% | +120 | New |
| NBC Securities, Inc. | 128 | $2.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 117 | $2.00K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 100 | $2.00K | 0.00% | +100 | New |
| JJJ Advisors Inc. | 85 | $1.70K | 0.00% | 00.0% | Unchanged |