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 |
|---|---|---|---|---|---|
| Diversify Advisory Services, LLC | 17,775 | $390.7K | 0.02% | +106+0.6% | Added |
| Optimum Investment Advisors | 17,799 | $389.6K | 0.17% | −500−2.7% | Reduced |
| Miracle Mile Advisors, LLC | 17,712 | $387.7K | 0.01% | +5,171+41.2% | Added |
| XML Financial, LLC | 17,638 | $386.1K | 0.04% | −3,231−15.5% | Reduced |
| Grimes & Company, Inc. | 17,625 | $385.8K | 0.01% | +4,408+33.4% | Added |
| D L Carlson Investment Group Inc | 17,516 | $383.4K | 0.07% | −580−3.2% | Reduced |
| LVW Advisors, LLC | 17,406 | $381.0K | 0.05% | +116+0.7% | Added |
| JT Stratford LLC | 17,274 | $378.1K | 0.06% | −36−0.2% | Reduced |
| Deutsche Bank AG | 17,228 | $377.1K | 0.00% | −1,072−5.9% | Reduced |
| MAI Capital Management | 17,097 | $374.2K | 0.00% | +1,794+11.7% | Added |
| Lindbrook Capital, LLC | 17,033 | $372.8K | 0.03% | +2,263+15.3% | Added |
| DeepCurrents Investment Group LLC | 17,007 | $372.3K | 0.01% | 00.0% | Unchanged |
| Scotia Capital Inc. | 16,950 | $371.0K | 0.00% | +3,000+21.5% | Added |
| Adaptive Financial Consulting, LLC | 16,830 | $368.4K | 0.15% | 00.0% | Unchanged |
| Sagespring Wealth Partners, LLC | 16,693 | $365.4K | 0.01% | +16,693 | New |
| Fortis Capital Advisors, LLC | 17,285 | $364.4K | 0.12% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 16,620 | $363.8K | 0.01% | +826+5.2% | Added |
| Great Valley Advisor Group, Inc. | 16,539 | $362.0K | 0.01% | −1,361−7.6% | Reduced |
| Tyche Wealth Partners LLC | 16,455 | $360.2K | 0.08% | +578+3.6% | Added |
| United Capital Financial Advisers, LLC | 16,404 | $359.1K | 0.00% | +5,000+43.8% | Added |
| Xcel Wealth Management, LLC | 16,350 | $357.9K | 0.10% | +700+4.5% | Added |
| Kentucky Trust Co | 16,313 | $357.1K | 0.21% | +16,313 | New |
| Csenge Advisory Group | 16,276 | $356.3K | 0.02% | −858−5.0% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 15,950 | $349.0K | 0.00% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 15,918 | $348.4K | 0.19% | +2,927+22.5% | Added |
| Wetherby Asset Management Inc | 15,816 | $346.2K | 0.02% | −369−2.3% | Reduced |
| Beck Capital Management, LLC | 15,666 | $342.9K | 0.09% | +345+2.3% | Added |
| Intrua Financial, LLC | 15,603 | $341.5K | 0.06% | −1,853−10.6% | Reduced |
| Bank of Montreal | 15,586 | $341.2K | 0.00% | −3,325−17.6% | Reduced |
| AQR Capital Management LLC | 15,502 | $339.3K | 0.00% | +15,502 | New |
| Chapin Davis, Inc. | 16,124 | $337.6K | 0.11% | 00.0% | Unchanged |
| Wealthfront Advisers LLC | 15,347 | $335.9K | 0.00% | +3,468+29.2% | Added |
| Jackson Thornton Asset Management, LLC | 15,272 | $334.3K | 0.04% | +15,272 | New |
| WealthPLAN Partners, LLC | 15,260 | $334.0K | 0.05% | −2,543−14.3% | Reduced |
| Moody National Bank Trust Division | 15,178 | $332.2K | 0.03% | −32−0.2% | Reduced |
| Merkkuri Wealth Advisors LLC | 15,117 | $330.9K | 0.26% | +10.0% | Added |
| Secure Asset Management, LLC | 15,019 | $328.8K | 0.05% | +315+2.1% | Added |
| Pinnacle Financial Partners Inc | 15,638 | $327.5K | 0.01% | 00.0% | Unchanged |
| Firestone Capital Management | 14,850 | $325.1K | 0.08% | 00.0% | Unchanged |
| Webster Bank, N. A. | 14,802 | $324.0K | 0.03% | 00.0% | Unchanged |
| Oregon Pacific Wealth Management, LLC | 14,679 | $321.3K | 0.31% | +14,679 | New |
| Centaurus Financial, Inc. | 14,675 | $321.0K | 0.02% | −423−2.8% | Reduced |
| O'Rourke & Company, Inc | 14,623 | $320.1K | 0.16% | +1,124+8.3% | Added |
| Kapitalo Investimentos Ltda | 14,478 | $316.9K | 0.21% | +14,478 | New |
| Thrivent Financial for Lutherans | 14,544 | $314.0K | 0.00% | +14,544 | New |
| Silver Oak Securities, Inc | 14,139 | $310.2K | 0.03% | +14,139 | New |
| Brandywine Oak Private Wealth LLC | 14,159 | $309.9K | 0.03% | −4,935−25.8% | Reduced |
| Ethos Financial Group, LLC | 14,148 | $309.7K | 0.04% | 00.0% | Unchanged |
| Millennium Capital Advisors, LLC | 14,135 | $309.4K | 0.21% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 13,261 | $308.6K | 0.04% | +839+6.8% | Added |
| Severin Investments, LLC | 14,078 | $308.2K | 0.31% | +14,078 | New |
| Oxford Asset Management LLP | 14,056 | $307.7K | 0.14% | +14,056 | New |
| Integrated Advisors Network LLC | 14,052 | $307.6K | 0.01% | +14,052 | New |
| Highlander Partners, L.P. | 14,000 | $306.5K | 0.17% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 14,000 | $306.5K | 0.01% | 00.0% | Unchanged |
| IPG Investment Advisors LLC | 13,829 | $302.7K | 0.07% | +1,300+10.4% | Added |
| Signature Estate & Investment Advisors LLC | 13,670 | $299.2K | 0.01% | +13,670 | New |
| Kovack Advisors, Inc. | 13,641 | $298.6K | 0.03% | +2,423+21.6% | Added |
| Envestnet Portfolio Solutions, Inc. | 13,633 | $298.4K | 0.00% | −712−5.0% | Reduced |
| Vista Investment Management | 13,549 | $296.6K | 0.11% | −1,480−9.8% | Reduced |
| L & S Advisors Inc | – | $296.6K | 0.03% | – | New |
| Meridian Wealth Advisors, LLC | 13,500 | $295.5K | 0.05% | +2,000+17.4% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 13,449 | $294.4K | 0.04% | +80+0.6% | Added |
| Tyler-Stone Wealth Management | 13,402 | $293.4K | 0.05% | +255+1.9% | Added |
| Sage Investment Counsel LLC | 13,390 | $293.1K | 0.38% | +13,390 | New |
| MONECO Advisors, LLC | 13,389 | $293.1K | 0.03% | −374−2.7% | Reduced |
| Wealthcare Advisory Partners LLC | 13,362 | $292.5K | 0.01% | +964+7.8% | Added |
| Western Pacific Wealth Management, LP | 13,314 | $291.4K | 0.24% | +1,410+11.8% | Added |
| Patriot Financial Group Insurance Agency, LLC | 13,223 | $289.4K | 0.04% | +390+3.0% | Added |
| Diversify Wealth Management, LLC | 13,086 | $287.6K | 0.02% | +13,086 | New |
| PDS Planning, Inc | 13,103 | $286.8K | 0.03% | +13,103 | New |
| Seven Mile Advisory | 13,000 | $284.6K | 0.18% | 00.0% | Unchanged |
| Kornitzer Capital Management Inc | 12,994 | $284.4K | 0.01% | 00.0% | Unchanged |
| Douglass Winthrop Advisors, LLC | 12,975 | $284.0K | 0.01% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 12,941 | $283.3K | 0.01% | +12,941 | New |
| Visionary Wealth Advisors | 12,635 | $276.6K | 0.02% | +12,635 | New |
| Autumn Glory Partners, LLC | 12,535 | $274.4K | 0.13% | −12,535−50.0% | Reduced |
| Pensionmark Financial Group, LLC | 12,521 | $274.1K | 0.01% | +488+4.1% | Added |
| Sage Mountain Advisors LLC | 12,484 | $273.3K | 0.02% | 00.0% | Unchanged |
| Investment Management Associates Inc | 12,413 | $271.7K | 0.12% | +163+1.3% | Added |
| Acorn Creek Capital LLC | 12,217 | $267.4K | 0.14% | +12,217 | New |
| Laidlaw Wealth Management LLC | 12,175 | $266.5K | 0.12% | +125+1.0% | Added |
| Spears Abacus Advisors LLC | 12,170 | $266.4K | 0.01% | −50.0% | Reduced |
| Fulton Breakefield Broenniman LLC | 12,082 | $264.5K | 0.02% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 12,027 | $263.3K | 0.01% | +1,523+14.5% | Added |
| Promethium Advisors,llc | 12,025 | $263.2K | 0.18% | 00.0% | Unchanged |
| Burling Wealth Partners, LLC | 12,025 | $263.2K | 0.05% | +12,025 | New |
| Stablepoint Partners, LLC | 12,012 | $263.0K | 0.05% | +12,012 | New |
| Sanibel Captiva Trust Company, Inc. | 12,000 | $262.7K | 0.01% | 00.0% | Unchanged |
| Dana Investment Advisors, Inc. | 11,917 | $260.9K | 0.01% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 11,730 | $256.8K | 0.00% | −383−3.2% | Reduced |
| Redmont Wealth Advisors LLC | 11,713 | $256.4K | 0.44% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 11,689 | $255.9K | 0.09% | −654−5.3% | Reduced |
| Total Clarity Wealth Management, Inc. | 11,582 | $253.5K | 0.08% | +1,672+16.9% | Added |
| Ellis Investment Partners, LLC | 11,534 | $252.5K | 0.05% | +1,743+17.8% | Added |
| Empowered Funds, LLC | 11,527 | $252.3K | 0.00% | +11,527 | New |
| Ipswich Investment Management Co., Inc. | 11,450 | $250.6K | 0.06% | −425−3.6% | Reduced |
| Tiaa Trust, National Association | 11,404 | $249.6K | 0.00% | −66−0.6% | Reduced |
| CWA Asset Management Group, LLC | 11,329 | $248.0K | 0.01% | +670+6.3% | Added |
| Quantinno Capital Management LP | 11,321 | $247.8K | 0.00% | +30+0.3% | Added |