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, Q1 2024
Institutional positions in Ares Capital Corp as of Mar 31, 2024. 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
- 718
- +18 vs. Q4 2023
- Shares held
- 173.4M
- +801.3K (+0.5%) vs. Q4 2023
- Total value
- $3.60B
- +$144.9M (+4.2%) vs. Q4 2023
- New holders
- 80
- 283 more added
- Sold out
- 62
- 191 more reduced
11 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Ares Capital Corp; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sofos Investments, Inc. | 7 | $150 | 0.00% | +6+600.0% | Added |
| Johnson Financial Group, Inc. | 0 | $224 | 0.00% | 0 | New |
| Horizon Investments, LLC | 23 | $479 | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 25 | $521 | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 26 | $544 | 0.00% | +26 | New |
| Insight Financial Services | 30 | $624 | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 39 | $812 | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 48 | $1.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 85 | $1.77K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 128 | $2.00K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 100 | $2.08K | 0.00% | +100 | New |
| TD Private Client Wealth LLC | 117 | $2.44K | 0.00% | +117 | New |
| ZRC Wealth Management, LLC | 119 | $2.48K | 0.00% | −1,848−94.0% | Reduced |
| Creative Financial Designs Inc | 120 | $2.50K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 133 | $2.77K | 0.00% | +133 | New |
| Ameritas Investment Partners, Inc. | 138 | $2.88K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 140 | $2.92K | 0.00% | +140 | New |
| Covestor Ltd | 126 | $3.00K | 0.00% | +9+7.7% | Added |
| JNBA Financial Advisors | 158 | $3.29K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 170 | $3.54K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 175 | $3.64K | 0.00% | +50+40.0% | Added |
| Fortis Group Advisors, LLC | 192 | $4.00K | 0.00% | −192−50.0% | Reduced |
| VitalStone Financial, LLC | 195 | $4.00K | 0.00% | −20−9.3% | Reduced |
| Tidemark, LLC | 204 | $4.25K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 210 | $4.37K | 0.00% | +210 | New |
| DiNuzzo Private Wealth, Inc. | 230 | $4.79K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 236 | $4.91K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 240 | $5.00K | 0.00% | −480−66.7% | Reduced |
| BFSG, LLC | 254 | $5.29K | 0.00% | +254 | New |
| Quadrant Capital Group LLC | 261 | $5.43K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 274 | $5.71K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 270 | $6.00K | 0.01% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 305 | $6.35K | 0.00% | +305 | New |
| Evolution Advisers, Inc. | 298 | $7.00K | 0.00% | +7+2.4% | Added |
| Accordant Advisory Group Inc | 400 | $8.33K | 0.01% | +400 | New |
| Global Financial Private Client, LLC | 415 | $8.46K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 429 | $8.93K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 467 | $9.72K | 0.00% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 538 | $11.2K | 0.01% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 573 | $11.9K | 0.00% | +573 | New |
| GAMMA Investing LLC | 599 | $12.5K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 603 | $12.6K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 604 | $12.6K | 0.00% | +604 | New |
| Global Assets Advisory, LLC | 278,079 | $13.6K | 0.62% | +265,141+2,049.3% | Added |
| Perkins Coie Trust Co | 676 | $14.1K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 692 | $14.5K | 0.00% | −22,153−97.0% | Reduced |
| LifeSteps Financial, Inc. | 700 | $14.6K | 0.01% | +700 | New |
| Sachetta, LLC | 737 | $14.8K | 0.01% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 758 | $15.8K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 766 | $15.9K | 0.00% | −5,922−88.5% | Reduced |
| Cassady Schiller Wealth Management, LLC | 790 | $16.4K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 800 | $16.7K | 0.00% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 800 | $16.7K | 0.01% | +500+166.7% | Added |
| Kessler Investment Group, LLC | 837 | $17.4K | 0.01% | +837 | New |
| First Command Advisory Services, Inc. | 870 | $18.1K | 0.00% | +870 | New |
| Delta Asset Management LLC | 897 | $18.7K | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 900 | $18.7K | 0.00% | 00.0% | Unchanged |
| nVerses Capital, LLC | 900 | $18.7K | 0.04% | +900 | New |
| Huntington National Bank | 909 | $18.9K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 945 | $19.7K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 948 | $19.7K | 0.01% | −3,975−80.7% | Reduced |
| PSI Advisors, LLC | 950 | $19.8K | 0.01% | −200−17.4% | Reduced |
| Community Bank, N.A. | 1,000 | $20.8K | 0.00% | −250−20.0% | Reduced |
| Manchester Capital Management LLC | 1,000 | $20.8K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 1,000 | $20.8K | 0.00% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 1,000 | $20.8K | 0.01% | +1,000 | New |
| Pathway Financial Advisers, LLC | 1,003 | $20.9K | 0.01% | −247−19.8% | Reduced |
| Richardson Financial Services Inc. | 1,060 | $22.1K | 0.02% | −8,360−88.7% | Reduced |
| Colonial Trust Co | 1,073 | $22.3K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 1,100 | $22.9K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 1,100 | $22.9K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 1,111 | $23.0K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 1,110 | $23.1K | 0.02% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1,138 | $23.2K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1,122 | $23.4K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 1,125 | $23.4K | 0.00% | +742+193.7% | Added |
| Raleigh Capital Management Inc. | 1,152 | $24.0K | 0.01% | +507+78.6% | Added |
| Payden & Rygel | 1,160 | $24.0K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 1,172 | $24.0K | 0.01% | 00.0% | Unchanged |
| Payden & Rygel Investment Group | 1,160 | $24.0K | 0.00% | +1,160 | New |
| CGC Financial Services, LLC | 1,161 | $24.2K | 0.01% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 1,165 | $24.3K | 0.00% | +1,019+697.9% | Added |
| Bullock Wealth Management Group | 1,202 | $24.5K | 0.02% | +1,202 | New |
| Financial Management Professionals, Inc. | 1,207 | $25.0K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 1,237 | $25.8K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 1,261 | $26.3K | 0.00% | −699−35.7% | Reduced |
| Cypress Capital Management LLC (WY) | 1,250 | $26.6K | 0.03% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 1,300 | $27.1K | 0.01% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 1,385 | $28.8K | 0.01% | +1,385 | New |
| Rogco, LP | 1,388 | $28.9K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 1,435 | $29.0K | 0.00% | +1,096+323.3% | Added |
| Acadian Asset Management LLC | 1,460 | $30.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,488 | $31.0K | 0.00% | +49+3.4% | Added |
| Montag A & Associates Inc | 1,500 | $31.2K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,601 | $33.3K | 0.00% | −176−9.9% | Reduced |
| Estabrook Capital Management | 1,650 | $34.4K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 1,682 | $35.0K | 0.00% | −1,650−49.5% | Reduced |
| Frazier Financial Advisors, LLC | 1,700 | $35.4K | 0.03% | +1,700 | New |
| AdvisorNet Financial, Inc | 1,829 | $38.1K | 0.00% | +25+1.4% | Added |
| Carolinas Wealth Consulting LLC | 1,850 | $39.4K | 0.01% | 00.0% | Unchanged |