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 |
|---|---|---|---|---|---|
| Wiley Bros.-Aintree Capital, LLC | 27,261 | $570.8K | 0.01% | +27,261 | New |
| Benjamin Edwards Inc | 26,968 | $564.6K | 0.01% | +10,220+61.0% | Added |
| Formidable Asset Management, LLC | 26,951 | $564.4K | 0.09% | −4,836−15.2% | Reduced |
| Arete Wealth Advisors, LLC | 26,846 | $562.0K | 0.05% | −11,055−29.2% | Reduced |
| NorthRock Partners, LLC | 26,742 | $560.0K | 0.02% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 26,661 | $558.3K | 0.02% | −2,641−9.0% | Reduced |
| Platform Technology Partners | 26,583 | $556.6K | 0.18% | +181+0.7% | Added |
| Navis Wealth Advisors, LLC | 26,462 | $554.1K | 0.60% | 00.0% | Unchanged |
| Monument Capital Management | 26,403 | $552.9K | 0.15% | −1,644−5.9% | Reduced |
| BIP Wealth, LLC | 25,932 | $543.0K | 0.04% | +11,260+76.7% | Added |
| Western Financial Corp | 25,823 | $540.7K | 0.31% | +579+2.3% | Added |
| Stiles Financial Services Inc | 25,078 | $525.1K | 0.18% | +2,599+11.6% | Added |
| Autumn Glory Partners, LLC | 25,070 | $525.0K | 0.20% | +12,535+100.0% | Added |
| PFG Investments, LLC | 25,015 | $523.8K | 0.03% | −304−1.2% | Reduced |
| Guggenheim Capital LLC | 24,872 | $520.8K | 0.00% | +899+3.8% | Added |
| Evoke Wealth, LLC | 24,605 | $515.2K | 0.01% | +24,605 | New |
| FSA Advisors, Inc. | 24,369 | $510.3K | 0.51% | 00.0% | Unchanged |
| Amitell Capital Pte Ltd | 24,366 | $510.2K | 0.38% | 00.0% | Unchanged |
| Prosperity Consulting Group, LLC | 24,087 | $504.4K | 0.04% | +24,087 | New |
| Lazard Asset Management LLC | 23,853 | $499.0K | 0.00% | +23,853 | New |
| Roman Butler Fullerton & Co | 23,250 | $497.8K | 0.15% | +169+0.7% | Added |
| First Manhattan Co | 23,691 | $496.1K | 0.00% | −1,672−6.6% | Reduced |
| Resources Investment Advisors, LLC. | 23,290 | $487.7K | 0.01% | +297+1.3% | Added |
| Daymark Wealth Partners, LLC | 23,000 | $481.6K | 0.02% | +4,000+21.1% | Added |
| Parcion Private Wealth LLC | 22,982 | $481.2K | 0.04% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 21,943 | $469.1K | 0.00% | −2,449−10.0% | Reduced |
| DCM Advisors, LLC | 22,364 | $468.3K | 0.24% | −1,766−7.3% | Reduced |
| Bouchey Financial Group Ltd | 22,331 | $467.6K | 0.04% | 00.0% | Unchanged |
| Prossimo Advisors, LLC | 22,315 | $467.0K | 0.34% | −8,040−26.5% | Reduced |
| Bard Associates Inc | 22,255 | $466.0K | 0.16% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 22,346 | $463.5K | 0.01% | +2,750+14.0% | Added |
| Venture Visionary Partners LLC | 22,105 | $462.9K | 0.02% | +1,081+5.1% | Added |
| M&R Capital Management Inc | 21,944 | $459.5K | 0.10% | +240+1.1% | Added |
| Meridian Investment Counsel Inc. | 21,500 | $450.2K | 0.14% | −7,350−25.5% | Reduced |
| Fiduciary Group LLC | 21,351 | $447.1K | 0.05% | +5,801+37.3% | Added |
| Perennial Investment Advisors, LLC | 21,164 | $443.2K | 0.06% | +225+1.1% | Added |
| Marble Harbor Investment Counsel, LLC | 20,950 | $438.7K | 0.05% | +4,950+30.9% | Added |
| XML Financial, LLC | 20,869 | $437.0K | 0.04% | +456+2.2% | Added |
| Prostatis Group LLC | 20,863 | $436.9K | 0.14% | +461+2.3% | Added |
| Pinnacle Wealth Planning Services, Inc. | 20,785 | $435.2K | 0.06% | 00.0% | Unchanged |
| Garden State Investment Advisory Services LLC | 20,615 | $431.7K | 0.14% | +4,730+29.8% | Added |
| Gradient Investments LLC | 20,544 | $430.2K | 0.01% | −343−1.6% | Reduced |
| Keybank National Association | 20,433 | $427.9K | 0.00% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 20,195 | $423.0K | 0.00% | −1,720−7.8% | Reduced |
| Argent Financial Group, Inc. | 20,185 | $422.7K | 0.05% | +20,185 | New |
| TrueMark Investments, LLC | 20,153 | $422.0K | 0.14% | −7,189−26.3% | Reduced |
| TCTC Holdings, LLC | 20,000 | $418.8K | 0.01% | 00.0% | Unchanged |
| Park Circle Co | 20,000 | $418.8K | 0.37% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 19,895 | $416.6K | 0.01% | +93+0.5% | Added |
| Wealth Alliance Advisory Group, LLC | 19,852 | $415.7K | 0.09% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 19,800 | $414.6K | 0.30% | 00.0% | Unchanged |
| IFP Advisors, Inc | 19,783 | $414.3K | 0.01% | −4,443−18.3% | Reduced |
| Redmond Asset Management, LLC | 19,395 | $406.1K | 0.13% | −50−0.3% | Reduced |
| Almanack Investment Partners, LLC. | 19,204 | $402.1K | 0.06% | 00.0% | Unchanged |
| Brandywine Oak Private Wealth LLC | 19,094 | $399.8K | 0.04% | +1,170+6.5% | Added |
| Financial Advisory Service, Inc. | 19,067 | $399.3K | 0.03% | +19,067 | New |
| Baron Financial Group, LLC | 19,038 | $398.7K | 0.24% | +131+0.7% | Added |
| Eight 31 Financial LLC | 18,948 | $396.8K | 0.31% | +780+4.3% | Added |
| RFG Advisory, LLC | 18,886 | $395.5K | 0.01% | +1,984+11.7% | Added |
| Bank of Montreal | 18,911 | $395.4K | 0.00% | −1,599−7.8% | Reduced |
| Cyndeo Wealth Partners, LLC | 18,718 | $392.0K | 0.03% | +18,718 | New |
| Trueblood Wealth Management, LLC | 18,713 | $391.9K | 0.20% | 00.0% | Unchanged |
| Private Trust Co NA | 18,578 | $389.0K | 0.04% | −4,980−21.1% | Reduced |
| Global Assets Advisory, LLC | 18,651 | $386.8K | 0.21% | +18,651 | New |
| Financial Advocates Investment Management | 18,463 | $386.6K | 0.02% | +1,200+7.0% | Added |
| PCG Wealth Advisors, LLC | 18,455 | $386.5K | 0.15% | +660+3.7% | Added |
| Deutsche Bank AG | 18,300 | $383.2K | 0.00% | −2,300−11.2% | Reduced |
| Optimum Investment Advisors | 18,299 | $383.1K | 0.17% | 00.0% | Unchanged |
| Bridgewealth Advisory Group, LLC | 18,263 | $382.4K | 0.14% | +827+4.7% | Added |
| Diversify Advisory Services, LLC | 17,669 | $381.5K | 0.02% | −1,989−10.1% | Reduced |
| Gentry Private Wealth, LLC | 18,195 | $381.0K | 0.31% | −185−1.0% | Reduced |
| Tradition Wealth Management, LLC | 18,163 | $380.3K | 0.03% | −1,535−7.8% | Reduced |
| D L Carlson Investment Group Inc | 18,096 | $378.9K | 0.07% | −5,418−23.0% | Reduced |
| Fiduciary Alliance LLC | 18,071 | $378.4K | 0.05% | +18,071 | New |
| Great Valley Advisor Group, Inc. | 17,900 | $374.8K | 0.01% | +5,403+43.2% | Added |
| WealthPLAN Partners, LLC | 17,803 | $372.8K | 0.05% | +5,255+41.9% | Added |
| Intrua Financial, LLC | 17,456 | $365.5K | 0.06% | −150−0.9% | Reduced |
| Csenge Advisory Group | 17,134 | $365.3K | 0.02% | −3,522−17.1% | Reduced |
| Castle Rock Wealth Management, LLC | 17,248 | $362.5K | 0.09% | −86,376−83.4% | Reduced |
| JT Stratford LLC | 17,310 | $362.5K | 0.06% | −667−3.7% | Reduced |
| LVW Advisors, LLC | 17,290 | $362.1K | 0.05% | +119+0.7% | Added |
| Fortis Capital Advisors, LLC | 17,285 | $361.9K | 0.12% | −14,900−46.3% | Reduced |
| DeepCurrents Investment Group LLC | 17,007 | $356.1K | 0.01% | 00.0% | Unchanged |
| Adaptive Financial Consulting, LLC | 16,830 | $352.4K | 0.14% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 16,430 | $343.6K | 0.02% | −13,450−45.0% | Reduced |
| Wetherby Asset Management Inc | 16,185 | $338.9K | 0.02% | 00.0% | Unchanged |
| Camden Capital, LLC | 16,162 | $338.4K | 0.04% | −632−3.8% | Reduced |
| Chapin Davis, Inc. | 16,124 | $337.6K | 0.11% | +77+0.5% | Added |
| Vaughan Nelson Investment Management, L.P. | 15,950 | $334.0K | 0.00% | 00.0% | Unchanged |
| Tyche Wealth Partners LLC | 15,877 | $332.5K | 0.08% | +423+2.7% | Added |
| Prospera Financial Services Inc | 15,794 | $330.7K | 0.01% | −4,372−21.7% | Reduced |
| Xcel Wealth Management, LLC | 15,650 | $327.7K | 0.10% | +3,750+31.5% | Added |
| Pinnacle Financial Partners Inc | 15,638 | $327.5K | 0.01% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 15,600 | $326.7K | 0.05% | +15,600 | New |
| Mission Wealth Management, LP | 15,564 | $325.9K | 0.01% | −374−2.3% | Reduced |
| Beck Capital Management, LLC | 15,321 | $320.8K | 0.09% | +29+0.2% | Added |
| MAI Capital Management | 15,303 | $320.4K | 0.00% | +2,186+16.7% | Added |
| Moody National Bank Trust Division | 15,210 | $318.5K | 0.03% | −1,158−7.1% | Reduced |
| Merkkuri Wealth Advisors LLC | 15,116 | $316.5K | 0.26% | +15,116 | New |
| Centaurus Financial, Inc. | 15,098 | $316.0K | 0.02% | +670+4.6% | Added |