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, Q4 2024
Institutional positions in Ares Capital Corp as of Dec 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
- 829
- +92 vs. Q3 2024
- Shares held
- 200.0M
- +15.6M (+8.4%) vs. Q3 2024
- Total value
- $4.38B
- +$374.0M (+9.3%) vs. Q3 2024
- New holders
- 138
- 344 more added
- Sold out
- 46
- 199 more reduced
14 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Ares Capital Corp; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Navis Wealth Advisors, LLC | 26,533 | $580.8K | 0.63% | +71+0.3% | Added |
| Global Retirement Partners, LLC | 26,715 | $584.8K | 0.02% | −22,191−45.4% | Reduced |
| Formidable Asset Management, LLC | 26,951 | $590.0K | 0.10% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 27,432 | $600.5K | 0.02% | +690+2.6% | Added |
| Platform Technology Partners | 27,450 | $600.9K | 0.18% | +867+3.3% | Added |
| Brookstone Capital Management | 27,548 | $603.0K | 0.01% | +14,852+117.0% | Added |
| Aua Capital Management, LLC | 27,590 | $603.9K | 0.39% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 27,665 | $605.6K | 0.17% | −451−1.6% | Reduced |
| Values Added Financial LLC | 27,980 | $612.5K | 0.35% | +14,780+112.0% | Added |
| Group One Trading, L.P. | 28,035 | $613.7K | 0.02% | +28,035 | New |
| Aurora Private Wealth, Inc. | 28,162 | $616.0K | 0.46% | +374+1.3% | Added |
| Cary Street Partners Financial LLC | 28,350 | $620.6K | 0.02% | +28,350 | New |
| PFG Investments, LLC | 28,515 | $624.2K | 0.04% | +3,500+14.0% | Added |
| Hudson Capital Management LLC | 28,568 | $625.4K | 0.19% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 28,795 | $630.2K | 0.01% | +1,827+6.8% | Added |
| BCJ Capital Management, LLC | 28,959 | $633.9K | 0.05% | −280−1.0% | Reduced |
| Lewis Asset Management, LLC | 29,055 | $636.0K | 0.49% | +346+1.2% | Added |
| Quad-Cities Investment Group, LLC | 29,067 | $636.3K | 0.31% | −1,606−5.2% | Reduced |
| AA Financial Advisors, LLC | 29,315 | $641.7K | 0.17% | +340+1.2% | Added |
| MRP Capital Investments, LLC | 29,455 | $644.8K | 0.59% | −4,750−13.9% | Reduced |
| Palacios Wealth Management, LLC | 28,710 | $645.7K | 0.70% | +28,710 | New |
| Whitener Capital Management, Inc. | 29,586 | $647.7K | 0.18% | −1,225−4.0% | Reduced |
| McDonald Partners LLC | 29,694 | $650.0K | 0.17% | +44+0.1% | Added |
| Nicholas Hoffman & Company, LLC. | 29,801 | $652.3K | 0.03% | −2,958−9.0% | Reduced |
| Wedmont Private Capital | 29,786 | $654.7K | 0.03% | +122+0.4% | Added |
| J. Safra Sarasin Holding AG | 30,000 | $656.7K | 0.01% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 30,009 | $656.9K | 0.02% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 30,122 | $659.4K | 0.04% | −42,836−58.7% | Reduced |
| MBL Wealth, LLC | 30,316 | $663.6K | 0.07% | +30,316 | New |
| Segment Wealth Management, LLC | 30,403 | $665.5K | 0.05% | +17,405+133.9% | Added |
| Magnus Financial Group LLC | 30,655 | $671.0K | 0.06% | +30,655 | New |
| Hilltop Holdings Inc. | 30,757 | $673.3K | 0.04% | +701+2.3% | Added |
| KC Investment Advisors, LLC | 30,839 | $675.1K | 0.27% | −609−1.9% | Reduced |
| Samjo Management, LLC | 30,880 | $676.0K | 0.25% | 00.0% | Unchanged |
| Canal Capital Management, LLC | 31,091 | $680.6K | 0.11% | −8,883−22.2% | Reduced |
| Delta Financial Group, Inc. | 31,112 | $681.0K | 0.16% | +1,936+6.6% | Added |
| Maridea Wealth Management LLC | 31,345 | $686.1K | 0.22% | +31,345 | New |
| Lazard Asset Management LLC | 31,400 | $687.0K | 0.00% | +7,547+31.6% | Added |
| Atomi Financial Group, Inc. | 31,557 | $690.8K | 0.03% | +1,639+5.5% | Added |
| Mandatum Life Insurance Co Ltd | 31,582 | $691.3K | 0.20% | +3,581+12.8% | Added |
| Guggenheim Capital LLC | 31,663 | $693.1K | 0.01% | +6,791+27.3% | Added |
| Moors & Cabot, Inc. | 31,667 | $693.2K | 0.03% | −1,797−5.4% | Reduced |
| Kingswood Wealth Advisors, LLC | 31,883 | $697.9K | 0.05% | +15,453+94.1% | Added |
| Cornerstone Wealth Management, LLC | 31,907 | $698.4K | 0.05% | +1,158+3.8% | Added |
| Advisory Research Inc | 32,056 | $701.7K | 0.12% | −818−2.5% | Reduced |
| Ausdal Financial Partners, Inc. | 32,426 | $709.8K | 0.06% | −2,279−6.6% | Reduced |
| Glenview Trust Co | 32,500 | $711.4K | 0.01% | −5,137−13.6% | Reduced |
| Capital Management Associates | 32,829 | $718.6K | 0.85% | −7,143−17.9% | Reduced |
| Virtus ETF Advisers LLC | 32,956 | $721.4K | 0.29% | +2,191+7.1% | Added |
| Almanack Investment Partners, LLC. | 33,099 | $724.5K | 0.11% | +13,895+72.4% | Added |
| Equitable Holdings, Inc. | 33,259 | $728.0K | 0.01% | +4,991+17.7% | Added |
| Capital Investment Advisors, LLC | 33,280 | $728.5K | 0.01% | −1,392−4.0% | Reduced |
| Financial Counselors Inc | 33,382 | $730.7K | 0.01% | −649−1.9% | Reduced |
| Vantage Financial Partners, LLC | 33,812 | $740.1K | 0.19% | +200+0.6% | Added |
| Savvy Advisors, Inc. | 34,836 | $762.5K | 0.09% | +34,836 | New |
| Measured Wealth Private Client Group, LLC | 35,577 | $778.8K | 0.25% | −42−0.1% | Reduced |
| Perigon Wealth Management, LLC | 33,908 | $779.9K | 0.02% | −3,481−9.3% | Reduced |
| Mallini Complete Financial Planning LLC | 36,072 | $789.6K | 0.75% | +36,072 | New |
| Brown Brothers Harriman & Co | 36,159 | $791.5K | 0.01% | +4,980+16.0% | Added |
| Hamilton Capital Partners Inc. | 36,200 | $792.4K | 0.06% | −300−0.8% | Reduced |
| St Germain D J Co Inc | 36,900 | $807.7K | 0.04% | −3,600−8.9% | Reduced |
| Koshinski Asset Management, Inc. | 37,086 | $811.8K | 0.07% | +567+1.6% | Added |
| Allianz Asset Management GmbH | 37,420 | $819.1K | 0.00% | +1,495+4.2% | Added |
| Sowell Financial Services LLC | 37,464 | $820.1K | 0.04% | +1,050+2.9% | Added |
| Summit Financial, LLC | 37,931 | $830.3K | 0.03% | +37,931 | New |
| Cullen/Frost Bankers, Inc. | 38,556 | $844.0K | 0.01% | +351+0.9% | Added |
| NewSquare Capital LLC | 38,562 | $844.1K | 0.07% | −232−0.6% | Reduced |
| WESPAC Advisors, LLC | 38,565 | $844.2K | 0.62% | +3,168+8.9% | Added |
| JBR Co Financial Management Inc | 38,997 | $853.6K | 0.52% | +5,950+18.0% | Added |
| AllSquare Wealth Management LLC | 39,754 | $870.2K | 0.50% | +400+1.0% | Added |
| Mirae Asset Global Investments Co., Ltd. | 40,459 | $887.7K | 0.00% | +8,824+27.9% | Added |
| 1620 Investment Advisors, Inc. | 40,697 | $890.9K | 0.68% | +1,089+2.7% | Added |
| WealthPlan Investment Management, LLC | 40,769 | $892.4K | 0.09% | −12,593−23.6% | Reduced |
| Bank Ozk | 41,163 | $901.1K | 0.37% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 43,612 | $919.4K | 0.06% | +301+0.7% | Added |
| AXA S.A. | 42,378 | $927.7K | 0.00% | +42,378 | New |
| BKM Wealth Management, LLC | 42,388 | $927.9K | 0.38% | +767+1.8% | Added |
| Ascent Group, LLC | 42,535 | $931.1K | 0.07% | −2,140−4.8% | Reduced |
| Triumph Capital Management | 42,747 | $935.7K | 0.32% | −29,588−40.9% | Reduced |
| Arete Wealth Advisors, LLC | 42,958 | $940.0K | 0.07% | +16,112+60.0% | Added |
| Port Capital LLC | 43,000 | $941.0K | 0.04% | 00.0% | Unchanged |
| US Bancorp | 43,056 | $942.5K | 0.00% | +1,945+4.7% | Added |
| Federation des caisses Desjardins du Quebec | 44,235 | $968.3K | 0.00% | +200+0.5% | Added |
| Integrated Wealth Concepts LLC | 44,739 | $979.3K | 0.01% | +10,140+29.3% | Added |
| Steel Peak Wealth Management LLC | 44,954 | $984.0K | 0.04% | +120+0.3% | Added |
| J.W. Cole Advisors, Inc. | 45,032 | $985.8K | 0.04% | −4,142−8.4% | Reduced |
| Guild Investment Management, Inc. | 45,330 | $992.3K | 1.08% | −80−0.2% | Reduced |
| Onyx Bridge Wealth Group LLC | 45,348 | $992.7K | 0.14% | +1,739+4.0% | Added |
| Camden Capital, LLC | 45,565 | $997.4K | 0.11% | +29,403+181.9% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 46,002 | $1.01M | 0.24% | 00.0% | Unchanged |
| Everstar Asset Management, LLC | 46,080 | $1.01M | 0.71% | −2,100−4.4% | Reduced |
| Accel Wealth Management | 46,678 | $1.02M | 0.39% | +898+2.0% | Added |
| IFG Advisory, LLC | 47,102 | $1.03M | 0.06% | +6,865+17.1% | Added |
| Verity Asset Management, Inc. | 51,465 | $1.03M | 0.58% | +7,493+17.0% | Added |
| Alberta Investment Management Corp | 47,300 | $1.04M | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 47,375 | $1.04M | 0.02% | −1,151−2.4% | Reduced |
| Independent Wealth Network Inc. | 47,505 | $1.04M | 0.42% | +2,941+6.6% | Added |
| Kathmere Capital Management, LLC | 47,691 | $1.04M | 0.09% | 00.0% | Unchanged |
| Stiles Financial Services Inc | 47,957 | $1.05M | 0.38% | +22,879+91.2% | Added |
| Balboa Wealth Partners | 48,215 | $1.06M | 0.24% | −1,854−3.7% | Reduced |