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 |
|---|---|---|---|---|---|
| Lido Advisors, LLC | 353,577 | $7.74M | 0.05% | +49,982+16.5% | Added |
| Private Advisor Group, LLC | 337,581 | $7.39M | 0.04% | +24,652+7.9% | Added |
| Aquatic Capital Management LLC | 332,061 | $7.27M | 0.20% | +129,361+63.8% | Added |
| Kestra Advisory Services, LLC | 326,937 | $7.16M | 0.04% | +18,559+6.0% | Added |
| Hilton Capital Management, LLC | 315,076 | $6.90M | 0.60% | −42,097−11.8% | Reduced |
| Pathstone Holdings, LLC | 309,995 | $6.79M | 0.03% | −26,884−8.0% | Reduced |
| Carnegie Capital Asset Management, LLC | 309,022 | $6.76M | 0.19% | +16,857+5.8% | Added |
| Wealth Enhancement Advisory Services, LLC | 305,583 | $6.69M | 0.01% | +38,624+14.5% | Added |
| Nan Fung Trinity (HK) Ltd | 303,100 | $6.63M | 1.35% | +303,100 | New |
| Davenport & Co LLC | 295,967 | $6.48M | 0.04% | +4,141+1.4% | Added |
| Foundations Investment Advisors, LLC | 294,528 | $6.45M | 0.12% | +55,561+23.3% | Added |
| Foresight Capital Management Advisors, Inc. | 294,381 | $6.44M | 3.77% | +13,540+4.8% | Added |
| Independent Financial Group, LLC | 281,892 | $6.17M | 0.21% | +13,371+5.0% | Added |
| Blair William & Co | 280,705 | $6.14M | 0.02% | +8,986+3.3% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 275,625 | $6.05M | 0.03% | 00.0% | Unchanged |
| Smith Asset Management Co., LLC | 269,725 | $5.90M | 5.75% | +269,725 | New |
| Creative Planning | 266,227 | $5.83M | 0.01% | +10,337+4.0% | Added |
| Sargent Investment Group, LLC | 263,555 | $5.82M | 0.95% | +5,115+2.0% | Added |
| Beacon Pointe Advisors, LLC | 263,590 | $5.77M | 0.06% | +35,008+15.3% | Added |
| Mirador Capital Partners LP | 242,811 | $5.32M | 0.96% | +3,217+1.3% | Added |
| Allspring Global Investments Holdings, LLC | 239,343 | $5.24M | 0.01% | +30,217+14.4% | Added |
| Kavar Capital Partners Group, LLC | 239,223 | $5.24M | 0.88% | +3,542+1.5% | Added |
| Manufacturers Life Insurance Company, The | 233,456 | $5.11M | 0.00% | +11,355+5.1% | Added |
| Fernwood Investment Management, LLC | 232,577 | $5.09M | 1.77% | +1,719+0.7% | Added |
| Mesirow Financial Investment Management, Inc. | 230,654 | $5.05M | 0.10% | +18,857+8.9% | Added |
| Independent Advisor Alliance | 229,547 | $5.02M | 0.07% | +229,547 | New |
| Baugh & Associates, LLC | 236,334 | $5.00M | 2.59% | −40.0% | Reduced |
| Salem Investment Counselors Inc | 227,140 | $4.97M | 0.16% | −71,365−23.9% | Reduced |
| New England Asset Management Inc | 225,900 | $4.94M | 0.84% | 00.0% | Unchanged |
| SlateStone Wealth, LLC | 217,066 | $4.75M | 0.47% | −11,160−4.9% | Reduced |
| Challenger Wealth Management | 216,998 | $4.75M | 4.09% | +216,998 | New |
| Wambolt & Associates, LLC | 216,539 | $4.74M | 1.52% | −28,739−11.7% | Reduced |
| Barclays PLC | 200,721 | $4.39M | 0.00% | +75,993+60.9% | Added |
| Condor Capital Management | 200,634 | $4.39M | 0.39% | +1,336+0.7% | Added |
| Callodine Capital Management, LP | 200,000 | $4.38M | 0.90% | −50,000−20.0% | Reduced |
| D. E. Shaw & Co., Inc. | 199,872 | $4.38M | 0.00% | −37,816−15.9% | Reduced |
| Warren Averett Asset Management, LLC | 195,983 | $4.29M | 0.07% | +43,050+28.1% | Added |
| Captrust Financial Advisors | 194,125 | $4.25M | 0.01% | −1,490−0.8% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 192,841 | $4.22M | 0.19% | +2,970+1.6% | Added |
| Brinker Capital Investments, LLC | 192,804 | $4.22M | 0.04% | −2,414−1.2% | Reduced |
| Orion Portfolio Solutions, LLC | 192,804 | $4.22M | 0.04% | −2,414−1.2% | Reduced |
| First National Trust Co | 191,136 | $4.18M | 0.16% | +94,608+98.0% | Added |
| Perennial Advisors, LLC | 191,040 | $4.18M | 0.91% | +191,040 | New |
| Mariner, LLC | 190,678 | $4.17M | 0.01% | −6,023−3.1% | Reduced |
| Cottage Street Advisors LLC | 187,095 | $4.10M | 2.13% | +837+0.4% | Added |
| Erste Asset Management GmbH | 184,000 | $4.04M | 0.05% | +152,500+484.1% | Added |
| International Assets Investment Management, LLC | 180,878 | $4.02M | 0.34% | −3,432,407−95.0% | Reduced |
| Clear Creek Financial Management, LLC | 182,389 | $3.99M | 0.43% | +6,736+3.8% | Added |
| Apollon Wealth Management, LLC | 181,631 | $3.98M | 0.09% | +65,340+56.2% | Added |
| Prairiewood Capital, LLC | 180,842 | $3.96M | 1.69% | +10,779+6.3% | Added |
| Mutual Advisors, LLC | 171,559 | $3.95M | 0.11% | +6,184+3.7% | Added |
| Meridian Wealth Management, LLC | 179,863 | $3.94M | 0.19% | +3,167+1.8% | Added |
| Millennium Management LLC | 179,560 | $3.93M | 0.00% | +125,583+232.7% | Added |
| Parkwood LLC | 178,402 | $3.90M | 0.48% | +178,402 | New |
| Uniplan Investment Counsel, Inc. | 177,480 | $3.89M | 0.36% | +1,755+1.0% | Added |
| HB Wealth Management, LLC | 177,018 | $3.87M | 0.04% | +9,766+5.8% | Added |
| Granite FO LLC | 176,965 | $3.87M | 2.21% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 175,904 | $3.85M | 0.01% | −2,746−1.5% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 174,913 | $3.83M | 0.20% | +18,898+12.1% | Added |
| Wiley Bros.-Aintree Capital, LLC | 172,304 | $3.82M | 0.05% | +145,043+532.1% | Added |
| AE Wealth Management LLC | 174,282 | $3.82M | 0.03% | +16,064+10.2% | Added |
| Rathbone Brothers plc | 174,110 | $3.81M | 0.02% | +81,921+88.9% | Added |
| Focus Financial Network, Inc. | 173,988 | $3.81M | 0.15% | +29,509+20.4% | Added |
| Truvestments Capital LLC | 173,195 | $3.79M | 0.98% | +9,311+5.7% | Added |
| Joel Isaacson & Co., LLC | 168,073 | $3.68M | 0.17% | +49,500+41.7% | Added |
| Atria Wealth Solutions, Inc. | 165,109 | $3.61M | 0.04% | +11,483+7.5% | Added |
| Wellington Shields Capital Management, LLC | 164,914 | $3.61M | 0.64% | +972+0.6% | Added |
| Susquehanna International Group, LLP | 163,943 | $3.59M | 0.01% | +82,140+100.4% | Added |
| Comerica Bank | 163,695 | $3.58M | 0.01% | +54,234+49.5% | Added |
| Brown Advisory Inc | 163,006 | $3.57M | 0.00% | −31,340−16.1% | Reduced |
| Marathon Capital Management | 162,740 | $3.56M | 0.89% | −2,175−1.3% | Reduced |
| Crestwood Advisors Group LLC | 161,305 | $3.53M | 0.07% | +67,423+71.8% | Added |
| Copperwynd Financial, LLC | 160,177 | $3.51M | 0.97% | +12,793+8.7% | Added |
| BBR Partners, LLC | 156,192 | $3.42M | 0.24% | +50.0% | Added |
| Texas Capital Bank Wealth Management Services Inc | 154,734 | $3.39M | 0.35% | +18,852+13.9% | Added |
| Change Path, LLC | 154,680 | $3.39M | 0.10% | +113,272+273.6% | Added |
| Community Trust & Investment Co | 154,505 | $3.38M | 0.21% | +4,831+3.2% | Added |
| The PNC Financial Services Group, Inc. | 153,849 | $3.37M | 0.00% | +839+0.5% | Added |
| Providence Capital Advisors, LLC | 153,385 | $3.36M | 0.68% | +1,126+0.7% | Added |
| Curated Wealth Partners LLC | 153,208 | $3.35M | 0.38% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 150,358 | $3.29M | 0.28% | +150,358 | New |
| Jump Financial, LLC | 150,007 | $3.28M | 0.07% | −202,524−57.4% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 149,084 | $3.26M | 0.10% | +7,900+5.6% | Added |
| Sigma Planning Corp | 147,991 | $3.24M | 0.10% | +5,033+3.5% | Added |
| EWG Elevate Inc. | 147,633 | $3.23M | 0.98% | +5,089+3.6% | Added |
| IHT Wealth Management, LLC | 147,120 | $3.22M | 0.10% | +4,085+2.9% | Added |
| Truist Financial Corp | 144,139 | $3.16M | 0.00% | +8,892+6.6% | Added |
| Congress Wealth Management LLC | 142,872 | $3.13M | 0.04% | −113,075−44.2% | Reduced |
| CWM, LLC | 142,116 | $3.11M | 0.01% | −3,250−2.2% | Reduced |
| Bank of New York Mellon Corp | 139,214 | $3.05M | 0.00% | +11,827+9.3% | Added |
| Waterloo Capital, L.P. | 138,599 | $3.03M | 0.32% | +9,139+7.1% | Added |
| Public Employees Retirement System of Ohio | 137,194 | $3.00M | 0.01% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 136,830 | $3.00M | 0.09% | +4,965+3.8% | Added |
| Prevail Innovative Wealth Advisors, LLC | 131,407 | $2.88M | 0.83% | −3,161−2.3% | Reduced |
| Cornerstone Select Advisors, LLC | 128,132 | $2.80M | 2.70% | +128,132 | New |
| Rollins Financial Advisors, LLC | 125,301 | $2.74M | 0.43% | +40,280+47.4% | Added |
| Magnolia Capital Advisors LLC | 121,773 | $2.67M | 0.69% | +41,519+51.7% | Added |
| Standard Life Aberdeen plc | 121,282 | $2.66M | 0.00% | +82,271+210.9% | Added |
| Argent Trust Co | 120,981 | $2.65M | 0.11% | +1,165+1.0% | Added |
| Squarepoint Ops LLC | 120,044 | $2.63M | 0.01% | −8,424−6.6% | Reduced |