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, Q3 2024
Institutional positions in Ares Capital Corp as of Sep 30, 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
- 751
- +26 vs. Q2 2024
- Shares held
- 187.5M
- +10.4M (+5.9%) vs. Q2 2024
- Total value
- $4.07B
- +$380.3M (+10.3%) vs. Q2 2024
- New holders
- 73
- 327 more added
- Sold out
- 47
- 198 more reduced
11 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2024: 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, Q3 2024
Shares, value and share of portfolio for each institution holding Ares Capital Corp; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ipswich Investment Management Co., Inc. | 11,875 | $248.7K | 0.06% | −1,100−8.5% | Reduced |
| Wealthfront Advisers LLC | 11,879 | $248.7K | 0.00% | +11,879 | New |
| Western Pacific Wealth Management, LP | 11,904 | $249.3K | 0.17% | +307+2.6% | Added |
| Dana Investment Advisors, Inc. | 11,917 | $249.5K | 0.01% | 00.0% | Unchanged |
| Sanibel Captiva Trust Company, Inc. | 12,000 | $251.3K | 0.01% | 00.0% | Unchanged |
| Promethium Advisors,llc | 12,025 | $251.8K | 0.18% | +12,025 | New |
| Pensionmark Financial Group, LLC | 12,033 | $252.0K | 0.01% | +12,033 | New |
| Laidlaw Wealth Management LLC | 12,050 | $252.3K | 0.12% | +12,050 | New |
| Fulton Breakefield Broenniman LLC | 12,082 | $253.0K | 0.02% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 12,113 | $253.6K | 0.00% | −297−2.4% | Reduced |
| NWF Advisory Services Inc. | 12,131 | $254.0K | 0.04% | +1,061+9.6% | Added |
| Spears Abacus Advisors LLC | 12,175 | $254.9K | 0.01% | +125+1.0% | Added |
| Investment Management Associates Inc | 12,250 | $256.5K | 0.10% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 12,343 | $258.5K | 0.10% | +1,044+9.2% | Added |
| Wealthcare Advisory Partners LLC | 12,398 | $259.6K | 0.01% | −7,646−38.1% | Reduced |
| Cornerstone Advisory, LLC | 12,422 | $260.1K | 0.03% | −118−0.9% | Reduced |
| Sage Mountain Advisors LLC | 12,484 | $261.4K | 0.02% | 00.0% | Unchanged |
| IPG Investment Advisors LLC | 12,529 | $262.4K | 0.06% | −1,000−7.4% | Reduced |
| Miracle Mile Advisors, LLC | 12,541 | $262.6K | 0.01% | +175+1.4% | Added |
| Brookstone Capital Management | 12,696 | $265.9K | 0.00% | +12,696 | New |
| Patriot Financial Group Insurance Agency, LLC | 12,833 | $268.7K | 0.04% | −2,948−18.7% | Reduced |
| Douglass Winthrop Advisors, LLC | 12,975 | $271.7K | 0.01% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 12,991 | $272.0K | 0.15% | −34−0.3% | Reduced |
| Kornitzer Capital Management Inc | 12,994 | $272.1K | 0.01% | +12,994 | New |
| Segment Wealth Management, LLC | 12,998 | $272.2K | 0.02% | 00.0% | Unchanged |
| Seven Mile Advisory | 13,000 | $272.2K | 0.18% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 13,147 | $275.3K | 0.05% | +6,704+104.1% | Added |
| Values Added Financial LLC | 13,200 | $276.4K | 0.17% | +13,200 | New |
| Grimes & Company, Inc. | 13,217 | $276.8K | 0.01% | +3,320+33.5% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 13,369 | $279.9K | 0.04% | −23−0.2% | Reduced |
| O'Rourke & Company, Inc | 13,499 | $282.7K | 0.14% | +1,365+11.2% | Added |
| MONECO Advisors, LLC | 13,763 | $288.2K | 0.04% | −1,253−8.3% | Reduced |
| Scotia Capital Inc. | 13,950 | $292.1K | 0.00% | +13,950 | New |
| Lake Street Advisors Group, LLC | 14,000 | $293.2K | 0.01% | −8,250−37.1% | Reduced |
| Highlander Partners, L.P. | 14,000 | $294.1K | 0.17% | 00.0% | Unchanged |
| First Affirmative Financial Network | 14,071 | $294.6K | 0.16% | +14,071 | New |
| Millennium Capital Advisors, LLC | 14,135 | $296.0K | 0.19% | 00.0% | Unchanged |
| Ethos Financial Group, LLC | 14,148 | $296.0K | 0.05% | −24−0.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 14,162 | $296.6K | 0.00% | +1,660+13.3% | Added |
| Verus Capital Partners, LLC | 14,307 | $299.6K | 0.03% | +2,331+19.5% | Added |
| Envestnet Portfolio Solutions, Inc. | 14,345 | $300.4K | 0.00% | +1,027+7.7% | Added |
| Trust Co of Vermont | 14,382 | $301.2K | 0.02% | 00.0% | Unchanged |
| CIC Wealth, LLC | 14,463 | $302.9K | 0.08% | 00.0% | Unchanged |
| Secure Asset Management, LLC | 14,704 | $307.9K | 0.05% | +3,840+35.3% | Added |
| Lindbrook Capital, LLC | 14,770 | $309.3K | 0.03% | −3,459−19.0% | Reduced |
| Webster Bank, N. A. | 14,802 | $310.0K | 0.03% | −1,230−7.7% | Reduced |
| Firestone Capital Management | 14,850 | $311.0K | 0.08% | 00.0% | Unchanged |
| Capital Management Associates, Inc | 14,872 | $311.4K | 0.13% | −3,130−17.4% | Reduced |
| Canton Hathaway, LLC | 15,000 | $314.0K | 0.08% | 00.0% | Unchanged |
| Walter & Keenan Financial Consulting Co | 15,000 | $314.1K | 0.10% | 00.0% | Unchanged |
| Vista Investment Management | 15,029 | $314.7K | 0.12% | +450+3.1% | Added |
| Centaurus Financial, Inc. | 15,098 | $316.0K | 0.02% | +670+4.6% | Added |
| Merkkuri Wealth Advisors LLC | 15,116 | $316.5K | 0.26% | +15,116 | New |
| Moody National Bank Trust Division | 15,210 | $318.5K | 0.03% | −1,158−7.1% | Reduced |
| MAI Capital Management | 15,303 | $320.4K | 0.00% | +2,186+16.7% | Added |
| Beck Capital Management, LLC | 15,321 | $320.8K | 0.09% | +29+0.2% | Added |
| Mission Wealth Management, LP | 15,564 | $325.9K | 0.01% | −374−2.3% | Reduced |
| Principal Street Partners, LLC | 15,600 | $326.7K | 0.05% | +15,600 | New |
| Pinnacle Financial Partners Inc | 15,638 | $327.5K | 0.01% | 00.0% | Unchanged |
| Xcel Wealth Management, LLC | 15,650 | $327.7K | 0.10% | +3,750+31.5% | Added |
| Prospera Financial Services Inc | 15,794 | $330.7K | 0.01% | −4,372−21.7% | Reduced |
| Tyche Wealth Partners LLC | 15,877 | $332.5K | 0.08% | +423+2.7% | Added |
| Vaughan Nelson Investment Management, L.P. | 15,950 | $334.0K | 0.00% | 00.0% | Unchanged |
| Chapin Davis, Inc. | 16,124 | $337.6K | 0.11% | +77+0.5% | Added |
| Camden Capital, LLC | 16,162 | $338.4K | 0.04% | −632−3.8% | Reduced |
| Wetherby Asset Management Inc | 16,185 | $338.9K | 0.02% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 16,430 | $343.6K | 0.02% | −13,450−45.0% | Reduced |
| Adaptive Financial Consulting, LLC | 16,830 | $352.4K | 0.14% | 00.0% | Unchanged |
| DeepCurrents Investment Group LLC | 17,007 | $356.1K | 0.01% | 00.0% | Unchanged |
| Fortis Capital Advisors, LLC | 17,285 | $361.9K | 0.12% | −14,900−46.3% | Reduced |
| LVW Advisors, LLC | 17,290 | $362.1K | 0.05% | +119+0.7% | Added |
| JT Stratford LLC | 17,310 | $362.5K | 0.06% | −667−3.7% | Reduced |
| Castle Rock Wealth Management, LLC | 17,248 | $362.5K | 0.09% | −86,376−83.4% | Reduced |
| Csenge Advisory Group | 17,134 | $365.3K | 0.02% | −3,522−17.1% | Reduced |
| Intrua Financial, LLC | 17,456 | $365.5K | 0.06% | −150−0.9% | Reduced |
| WealthPLAN Partners, LLC | 17,803 | $372.8K | 0.05% | +5,255+41.9% | Added |
| Great Valley Advisor Group, Inc. | 17,900 | $374.8K | 0.01% | +5,403+43.2% | Added |
| Fiduciary Alliance LLC | 18,071 | $378.4K | 0.05% | +18,071 | New |
| D L Carlson Investment Group Inc | 18,096 | $378.9K | 0.07% | −5,418−23.0% | Reduced |
| Tradition Wealth Management, LLC | 18,163 | $380.3K | 0.03% | −1,535−7.8% | Reduced |
| Gentry Private Wealth, LLC | 18,195 | $381.0K | 0.31% | −185−1.0% | Reduced |
| Diversify Advisory Services, LLC | 17,669 | $381.5K | 0.02% | −1,989−10.1% | Reduced |
| Bridgewealth Advisory Group, LLC | 18,263 | $382.4K | 0.14% | +827+4.7% | Added |
| Optimum Investment Advisors | 18,299 | $383.1K | 0.17% | 00.0% | Unchanged |
| Deutsche Bank AG | 18,300 | $383.2K | 0.00% | −2,300−11.2% | Reduced |
| PCG Wealth Advisors, LLC | 18,455 | $386.5K | 0.15% | +660+3.7% | Added |
| Financial Advocates Investment Management | 18,463 | $386.6K | 0.02% | +1,200+7.0% | Added |
| Global Assets Advisory, LLC | 18,651 | $386.8K | 0.21% | +18,651 | New |
| Private Trust Co NA | 18,578 | $389.0K | 0.04% | −4,980−21.1% | Reduced |
| Trueblood Wealth Management, LLC | 18,713 | $391.9K | 0.20% | 00.0% | Unchanged |
| Cyndeo Wealth Partners, LLC | 18,718 | $392.0K | 0.03% | +18,718 | New |
| Bank of Montreal | 18,911 | $395.4K | 0.00% | −1,599−7.8% | Reduced |
| RFG Advisory, LLC | 18,886 | $395.5K | 0.01% | +1,984+11.7% | Added |
| Eight 31 Financial LLC | 18,948 | $396.8K | 0.31% | +780+4.3% | Added |
| Baron Financial Group, LLC | 19,038 | $398.7K | 0.24% | +131+0.7% | Added |
| Financial Advisory Service, Inc. | 19,067 | $399.3K | 0.03% | +19,067 | New |
| Brandywine Oak Private Wealth LLC | 19,094 | $399.8K | 0.04% | +1,170+6.5% | Added |
| Almanack Investment Partners, LLC. | 19,204 | $402.1K | 0.06% | 00.0% | Unchanged |
| Redmond Asset Management, LLC | 19,395 | $406.1K | 0.13% | −50−0.3% | Reduced |
| IFP Advisors, Inc | 19,783 | $414.3K | 0.01% | −4,443−18.3% | Reduced |