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 |
|---|---|---|---|---|---|
| Quantbot Technologies LP | 227,316 | $4.73M | 0.27% | −30,802−11.9% | Reduced |
| Beacon Pointe Advisors, LLC | 231,372 | $4.82M | 0.05% | +37,115+19.1% | Added |
| Mariner, LLC | 235,119 | $4.89M | 0.01% | −24,426−9.4% | Reduced |
| Carnegie Capital Asset Management, LLC | 235,618 | $4.91M | 0.15% | −12,317−5.0% | Reduced |
| Pathstone Holdings, LLC | 239,662 | $4.99M | 0.02% | +920+0.4% | Added |
| Fernwood Investment Management, LLC | 239,680 | $4.99M | 1.45% | −4,600−1.9% | Reduced |
| Baugh & Associates, LLC | 243,942 | $5.08M | 2.70% | +11,875+5.1% | Added |
| Bank of New York Mellon Corp | 248,254 | $5.17M | 0.00% | −4,808−1.9% | Reduced |
| Independent Financial Group, LLC | 251,126 | $5.23M | 0.24% | −2,645−1.0% | Reduced |
| Foresight Capital Management Advisors, Inc. | 251,903 | $5.25M | 3.99% | +10,841+4.5% | Added |
| Mason & Associates, LLC | 251,903 | $5.25M | 3.99% | +251,903 | New |
| Sargent Investment Group, LLC | 256,945 | $5.35M | 1.17% | −18,030−6.6% | Reduced |
| Wealthcare Advisory Partners LLC | 263,162 | $5.48M | 0.18% | −28,171−9.7% | Reduced |
| Private Advisor Group, LLC | 264,310 | $5.50M | 0.04% | +28,718+12.2% | Added |
| Kestra Advisory Services, LLC | 269,469 | $5.61M | 0.04% | +48,948+22.2% | Added |
| D. E. Shaw & Co., Inc. | 270,242 | $5.63M | 0.01% | +270,242 | New |
| Cerity Partners LLC | 273,297 | $5.69M | 0.02% | +31,150+12.9% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 275,625 | $5.74M | 0.03% | −205,780−42.7% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 276,767 | $5.76M | 0.01% | −39,878−12.6% | Reduced |
| Blair William & Co | 281,822 | $5.87M | 0.02% | −11,363−3.9% | Reduced |
| Tectonic Advisors LLC | 285,115 | $5.94M | 0.45% | +24,785+9.5% | Added |
| Davenport & Co LLC | 291,829 | $6.08M | 0.04% | +19,322+7.1% | Added |
| Fort Washington Investment Advisors Inc | 294,881 | $6.14M | 0.04% | 00.0% | Unchanged |
| Romano Brothers and Company | 303,362 | $6.32M | 0.86% | +6,246+2.1% | Added |
| Salem Investment Counselors Inc | 308,645 | $6.43M | 0.21% | +25,440+9.0% | Added |
| Oppenheimer & Co Inc | 318,454 | $6.63M | 0.11% | −6,749−2.1% | Reduced |
| Advisors Asset Management, Inc. | 326,351 | $6.79M | 0.13% | +3,757+1.2% | Added |
| Palisade Capital Management LLC | 333,070 | $6.93M | 0.18% | −103,150−23.6% | Reduced |
| Creative Planning | 334,602 | $6.97M | 0.01% | +40,290+13.7% | Added |
| Hilton Capital Management, LLC | 336,693 | $7.01M | 0.63% | +76,209+29.3% | Added |
| Boston Partners | 374,241 | $7.79M | 0.01% | +374,241 | New |
| Great West Life Assurance Co | 376,079 | $7.84M | 0.02% | +56,514+17.7% | Added |
| Invesco Ltd. | 382,636 | $7.97M | 0.00% | +6,183+1.6% | Added |
| We Are One Seven, LLC | 388,472 | $8.09M | 0.42% | +102,064+35.6% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 392,063 | $8.16M | 0.51% | +24,168+6.6% | Added |
| Callodine Capital Management, LP | 400,000 | $8.33M | 2.02% | +150,000+60.0% | Added |
| Evergreen Capital Management LLC | 405,294 | $8.45M | 0.32% | −111,978−21.6% | Reduced |
| Evercore Wealth Management, LLC | 412,827 | $8.60M | 0.13% | +149,282+56.6% | Added |
| Clearstead Advisors, LLC | 408,389 | $8.63M | 0.43% | +30,981+8.2% | Added |
| Steward Partners Investment Advisory, LLC | 416,361 | $8.67M | 0.10% | +47,980+13.0% | Added |
| SFMG, LLC | 416,703 | $8.68M | 0.75% | +18,591+4.7% | Added |
| Jump Financial, LLC | 418,500 | $8.71M | 0.24% | +122,000+41.1% | Added |
| Greenwich Investment Management, Inc. | 419,015 | $8.72M | 6.86% | +5,560+1.3% | Added |
| Emfo, LLC | 426,057 | $8.87M | 8.12% | −20,250−4.5% | Reduced |
| Chicago Partners Investment Group LLC | 431,255 | $8.94M | 0.38% | +42,019+10.8% | Added |
| Citadel Advisors LLC | 429,742 | $8.95M | 0.01% | −1,143,572−72.7% | Reduced |
| Franklin Resources Inc | 431,317 | $8.98M | 0.00% | +431,317 | New |
| Merit Financial Group, LLC | 446,499 | $9.20M | 0.22% | +433,178+3,251.8% | Added |
| State of Tennessee, Treasury Department | 445,029 | $9.27M | 0.03% | +212,629+91.5% | Added |
| Cliffwater LLC | 452,062 | $9.41M | 2.54% | −327,889−42.0% | Reduced |
| Graypoint LLC | 452,140 | $9.41M | 0.68% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 480,907 | $9.81M | 0.02% | −18,930−3.8% | Reduced |
| Bell Bank | 489,632 | $10.2M | 0.88% | +8,394+1.7% | Added |
| Edge Capital Group, LLC | 502,513 | $10.5M | 0.52% | −23,745−4.5% | Reduced |
| New South Capital Management Inc | 562,488 | $11.7M | 0.49% | −25,794−4.4% | Reduced |
| Sigma Investment Counselors Inc | 574,978 | $12.0M | 0.77% | +563,423+4,876.0% | Added |
| Northeast Financial Consultants Inc | 578,763 | $12.0M | 0.59% | +170,214+41.7% | Added |
| Raymond James Financial Services Advisors, Inc. | 582,578 | $12.1M | 0.02% | +29,671+5.4% | Added |
| McKinley Capital Management LLC /Delaware | 583,511 | $12.1M | 1.46% | −12,627−2.1% | Reduced |
| TCW Group Inc | 586,983 | $12.2M | 0.12% | 00.0% | Unchanged |
| Chartwell Investment Partners, LLC | 609,558 | $12.7M | 0.44% | +589+0.1% | Added |
| Mackay Shields LLC | 610,224 | $12.7M | 0.35% | +610,224 | New |
| Baird Financial Group, Inc. | 690,986 | $14.4M | 0.03% | +56,565+8.9% | Added |
| Credit Suisse AG | 698,666 | $14.5M | 0.01% | +255,888+57.8% | Added |
| Melia Wealth LLC | 701,158 | $14.6M | 8.20% | +2,629+0.4% | Added |
| Neuberger Berman Group LLC | 703,350 | $14.6M | 0.01% | +98,706+16.3% | Added |
| LGT Capital Partners Ltd. | 705,575 | $14.7M | 0.46% | +38,075+5.7% | Added |
| Edgemoor Investment Advisors, Inc. | 709,072 | $14.8M | 1.40% | +29,732+4.4% | Added |
| Sage Advisors, LLC | 760,601 | $15.8M | 14.09% | +135,080+21.6% | Added |
| Raymond James & Associates | 766,929 | $16.0M | 0.01% | +17,049+2.3% | Added |
| D.A. Davidson & Co. | 775,636 | $16.1M | 0.15% | +122,945+18.8% | Added |
| Naviter Wealth, LLC | 779,520 | $16.2M | 2.66% | −193,752−19.9% | Reduced |
| Muzinich & Co., Inc. | 810,989 | $16.2M | 14.10% | 00.0% | Unchanged |
| Sumitomo Mitsui Trust Holdings, Inc. | 793,507 | $16.5M | 0.01% | −4,271−0.5% | Reduced |
| Cetera Investment Advisers | 820,390 | $17.1M | 0.04% | +494,088+151.4% | Added |
| HighTower Advisors, LLC | 852,115 | $17.8M | 0.03% | +2,942+0.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 854,650 | $17.8M | 0.07% | +25,871+3.1% | Added |
| Partners Group Holding AG | 906,486 | $18.9M | 1.71% | +326,184+56.2% | Added |
| Janney Montgomery Scott LLC | 919,639 | $19.1M | 0.06% | +87,445+10.5% | Added |
| Commonwealth Equity Services, LLC | 954,353 | $19.9M | 0.03% | +66,461+7.5% | Added |
| McGowan Group Asset Management, Inc. | 1,013,450 | $21.1M | 3.04% | −20,203−2.0% | Reduced |
| Two Sigma Investments, LP | 1,019,915 | $21.2M | 0.05% | −3,308,819−76.4% | Reduced |
| Stephens Inc | 1,050,398 | $21.9M | 0.34% | −3830.0% | Reduced |
| Clearbridge Investments, LLC | 1,160,518 | $24.2M | 0.02% | −1,490−0.1% | Reduced |
| Baillie Gifford & Co | 1,183,649 | $24.6M | 0.02% | +179,770+17.9% | Added |
| Capital Advisors Inc | 1,258,806 | $26.2M | 0.56% | +83,822+7.1% | Added |
| Advisor Group Holdings, Inc. | 1,290,040 | $26.9M | 0.06% | −324,216−20.1% | Reduced |
| 1832 Asset Management L.P. | 1,354,097 | $28.2M | 0.05% | +467,535+52.7% | Added |
| Bruni J V & Co | 1,398,319 | $29.1M | 3.46% | +1160.0% | Added |
| Gilbert & Cook, Inc. | 1,404,694 | $29.2M | 3.99% | +19,942+1.4% | Added |
| Envestnet Asset Management Inc | 1,420,102 | $29.6M | 0.01% | −46,303−3.2% | Reduced |
| Goldman Sachs Group Inc | 1,449,427 | $30.2M | 0.01% | +222,006+18.1% | Added |
| Rockefeller Capital Management L.P. | 1,522,564 | $31.7M | 0.09% | +222,209+17.1% | Added |
| Nomura Asset Management Co Ltd | 1,554,773 | $32.4M | 0.12% | +18,640+1.2% | Added |
| CCLA Investment Management Ltd | 1,668,062 | $34.3M | 0.53% | −379,787−18.5% | Reduced |
| Allen Investment Management LLC | 1,664,312 | $34.7M | 0.43% | +417,537+33.5% | Added |
| LSV Asset Management | 1,744,241 | $36.3M | 0.08% | 00.0% | Unchanged |
| BlackRock Inc. | 1,777,056 | $37.0M | 0.00% | +260,697+17.2% | Added |
| JPMorgan Chase & Co | 1,838,852 | $38.3M | 0.00% | +65,996+3.7% | Added |
| Progeny 3, Inc. | 1,895,241 | $39.5M | 4.34% | 00.0% | Unchanged |