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 |
|---|---|---|---|---|---|
| Scientech Research LLC | 12,439 | $259.0K | 0.14% | +594+5.0% | Added |
| Autumn Glory Partners, LLC | 12,535 | $261.0K | 0.13% | 00.0% | Unchanged |
| Left Brain Wealth Management, LLC | 12,800 | $266.5K | 0.13% | +12,800 | New |
| Great Valley Advisor Group, Inc. | 12,873 | $268.0K | 0.01% | +1,126+9.6% | Added |
| Douglass Winthrop Advisors, LLC | 12,975 | $270.1K | 0.01% | +2,975+29.8% | Added |
| Redmont Wealth Advisors LLC | 12,998 | $270.6K | 0.37% | −29−0.2% | Reduced |
| Segment Wealth Management, LLC | 12,998 | $270.6K | 0.02% | 00.0% | Unchanged |
| Seven Mile Advisory | 13,000 | $270.7K | 0.21% | 00.0% | Unchanged |
| Ipswich Investment Management Co., Inc. | 13,025 | $271.2K | 0.06% | 00.0% | Unchanged |
| Virtu Financial LLC | 13,053 | $272.0K | 0.02% | +13,053 | New |
| L & S Advisors Inc | – | $273.6K | 0.03% | – | – |
| Spears Abacus Advisors LLC | 13,150 | $273.8K | 0.01% | −4,225−24.3% | Reduced |
| Mandatum Life Insurance Co Ltd | 13,174 | $274.3K | 0.09% | +13,174 | New |
| Centiva Capital, LP | 13,262 | $276.1K | 0.02% | −4,335−24.6% | Reduced |
| Ambassador Advisors, LLC | 13,645 | $284.1K | 0.05% | +13,645 | New |
| Ethos Financial Group, LLC | 13,707 | $285.0K | 0.05% | +13,707 | New |
| FLC Capital Advisors | 13,720 | $285.6K | 0.07% | +13,720 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 13,737 | $286.0K | 0.05% | +950+7.4% | Added |
| Hartline Investment Corp | 13,737 | $286.0K | 0.05% | +13,737 | New |
| Fiduciary Group LLC | 13,850 | $288.4K | 0.03% | 00.0% | Unchanged |
| MAI Capital Management | 13,865 | $288.7K | 0.00% | −250−1.8% | Reduced |
| Centaurus Financial, Inc. | 13,886 | $289.0K | 0.02% | −1,076−7.2% | Reduced |
| BIP Wealth, LLC | 13,928 | $290.0K | 0.02% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 14,040 | $292.3K | 0.04% | −1,000−6.6% | Reduced |
| My Legacy Advisors, LLC | 14,073 | $293.0K | 0.10% | −41,669−74.8% | Reduced |
| Millennium Capital Advisors, LLC | 14,135 | $294.3K | 0.21% | 00.0% | Unchanged |
| Trust Co of Vermont | 14,201 | $295.7K | 0.02% | 00.0% | Unchanged |
| Tyche Wealth Partners LLC | 14,458 | $301.0K | 0.07% | −14,615−50.3% | Reduced |
| Vista Investment Management | 14,672 | $305.5K | 0.12% | +1,102+8.1% | Added |
| Bank of Montreal | 14,678 | $305.7K | 0.00% | −26,623−64.5% | Reduced |
| Resources Investment Advisors, LLC. | 14,798 | $308.1K | 0.00% | −4,455−23.1% | Reduced |
| Firestone Capital Management | 14,850 | $309.2K | 0.09% | +14,850 | New |
| MONECO Advisors, LLC | 14,873 | $309.7K | 0.05% | −1,308−8.1% | Reduced |
| Activest Wealth Management | 14,882 | $309.9K | 0.15% | +12,740+594.8% | Added |
| Wealthcare Capital Management LLC | 14,950 | $311.3K | 0.03% | −268−1.8% | Reduced |
| Canton Hathaway, LLC | 15,000 | $312.0K | 0.08% | 00.0% | Unchanged |
| Walter & Keenan Financial Consulting Co | 15,000 | $312.3K | 0.10% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 15,113 | $314.7K | 0.00% | +60.0% | Added |
| AA Financial Advisors, LLC | 15,355 | $319.7K | 0.13% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 15,366 | $319.9K | 0.05% | −65−0.4% | Reduced |
| IPG Investment Advisors LLC | 15,455 | $321.8K | 0.07% | −3,082−16.6% | Reduced |
| Garden State Investment Advisory Services LLC | 15,885 | $323.9K | 0.12% | +15,885 | New |
| Pinnacle Financial Partners Inc | 15,638 | $325.6K | 0.01% | 00.0% | Unchanged |
| Rollins Financial Advisors, LLC | 15,815 | $329.3K | 0.06% | +15,815 | New |
| Diversify Advisory Services, LLC | 16,215 | $330.6K | 0.02% | +16,215 | New |
| Vaughan Nelson Investment Management, L.P. | 15,950 | $332.0K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 16,281 | $339.0K | 0.07% | +1,866+12.9% | Added |
| Moody National Bank Trust Division | 16,368 | $340.8K | 0.03% | −4,850−22.9% | Reduced |
| Wetherby Asset Management Inc | 16,370 | $340.8K | 0.02% | −7,067−30.2% | Reduced |
| Qube Research & Technologies Ltd | 16,661 | $346.9K | 0.00% | −515,818−96.9% | Reduced |
| Lincoln National Corp | 16,700 | $347.7K | 0.01% | −965−5.5% | Reduced |
| Adaptive Financial Consulting, LLC | 16,830 | $350.4K | 0.16% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 16,855 | $350.9K | 0.01% | +756+4.7% | Added |
| LVW Advisors, LLC | 16,939 | $352.7K | 0.06% | 00.0% | Unchanged |
| DeepCurrents Investment Group LLC | 17,007 | $354.1K | 0.01% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 17,292 | $360.0K | 0.02% | −498−2.8% | Reduced |
| Boston Private Wealth LLC | 17,305 | $360.3K | 0.01% | +2,473+16.7% | Added |
| Northwestern Mutual Wealth Management Co | 17,329 | $360.8K | 0.00% | +4,616+36.3% | Added |
| Lindbrook Capital, LLC | 17,368 | $361.6K | 0.03% | 00.0% | Unchanged |
| Sterling Investment Counsel, LLC | 17,630 | $367.1K | 0.17% | −2,735−13.4% | Reduced |
| Ameritas Advisory Services, LLC | 17,821 | $367.6K | 0.02% | +17,821 | New |
| Hyman Charles D | 17,710 | $369.0K | 0.02% | 00.0% | Unchanged |
| Brandywine Oak Private Wealth LLC | 17,874 | $372.1K | 0.04% | −1,050−5.5% | Reduced |
| Eight 31 Financial LLC | 17,893 | $372.5K | 0.23% | +273+1.5% | Added |
| WealthPLAN Partners, LLC | 17,922 | $373.1K | 0.04% | −20,327−53.1% | Reduced |
| Highlander Partners, L.P. | 18,264 | $377.4K | 0.26% | +18,264 | New |
| Steel Peak Wealth Management LLC | 18,175 | $378.4K | 0.02% | +18,175 | New |
| Engineers Gate Manager LP | 18,264 | $380.3K | 0.01% | +18,264 | New |
| Optimum Investment Advisors | 18,299 | $381.1K | 0.18% | 00.0% | Unchanged |
| Baron Financial Group, LLC | 18,366 | $382.4K | 0.24% | 00.0% | Unchanged |
| Camden Capital, LLC | 18,391 | $382.9K | 0.03% | −100−0.5% | Reduced |
| Trueblood Wealth Management, LLC | 18,713 | $389.6K | 0.22% | +1,982+11.8% | Added |
| Intrua Financial, LLC | 18,748 | $390.3K | 0.06% | +353+1.9% | Added |
| Prospera Financial Services Inc | 18,821 | $391.9K | 0.01% | −10.0% | Reduced |
| Daymark Wealth Partners, LLC | 19,000 | $395.6K | 0.02% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 19,131 | $398.3K | 0.02% | +750+4.1% | Added |
| Almanack Investment Partners, LLC. | 19,204 | $399.8K | 0.07% | 00.0% | Unchanged |
| PFG Investments, LLC | 19,222 | $400.2K | 0.02% | +9,229+92.4% | Added |
| Tradition Wealth Management, LLC | 19,240 | $400.6K | 0.04% | −420−2.1% | Reduced |
| CIC Wealth, LLC | 19,282 | $401.5K | 0.12% | +5,326+38.2% | Added |
| Redmond Asset Management, LLC | 19,395 | $403.8K | 0.13% | 00.0% | Unchanged |
| GTS Securities LLC | 19,413 | $404.2K | 0.01% | +19,413 | New |
| Wealth Alliance Advisory Group, LLC | 19,850 | $413.3K | 0.10% | 00.0% | Unchanged |
| Prostatis Group LLC | 19,950 | $415.4K | 0.16% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 20,000 | $416.0K | 0.07% | +20,000 | New |
| TCTC Holdings, LLC | 20,000 | $416.4K | 0.01% | 00.0% | Unchanged |
| Park Circle Co | 20,000 | $416.4K | 0.39% | 00.0% | Unchanged |
| XML Financial, LLC | 20,128 | $419.1K | 0.04% | 00.0% | Unchanged |
| Heritage Trust Co | 20,185 | $420.3K | 0.06% | 00.0% | Unchanged |
| Keybank National Association | 20,433 | $425.4K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 20,544 | $427.7K | 0.01% | −300−1.4% | Reduced |
| Private Trust Co NA | 20,766 | $432.4K | 0.05% | +1,075+5.5% | Added |
| Pinnacle Wealth Planning Services, Inc. | 20,785 | $432.7K | 0.06% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 20,800 | $433.1K | 0.33% | +200+1.0% | Added |
| Perennial Investment Advisors, LLC | 20,809 | $433.2K | 0.07% | −976−4.5% | Reduced |
| Palumbo Wealth Management LLC | 20,907 | $435.3K | 0.19% | −100−0.5% | Reduced |
| Parcion Private Wealth LLC | 20,982 | $436.8K | 0.04% | 00.0% | Unchanged |
| Delta Financial Group, Inc. | 20,978 | $437.0K | 0.13% | +5,333+34.1% | Added |
| Kapitalo Investimentos Ltda | 21,190 | $441.2K | 0.10% | −3,693−14.8% | Reduced |
| O'Shaughnessy Asset Management, LLC | 21,527 | $448.2K | 0.00% | +695+3.3% | Added |