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Livermore
ZHEN

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.

Q1 2025 vs. Q4 2024

How the institutions holding Ares Capital Corp changed between Q4 2024 and Q1 2025.

All holders in Q1 2025All holders in Q4 2024

13F holders of ARCC: Q4 2024 compared with Q1 2025
MeasureQ4 2024Of which not filed for Q1 2025Q1 2025Change
Holders82917836+24
Shares200.0M994.5K217.1M+18.1M (+9.1%)
Value$4.38B$21.8M$4.81B+$451.0M (+10.4%)

17 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (92)

Institutions that held Ares Capital Corp at the end of Q1 2025 but not at the end of Q4 2024.

Institutions new to ARCC in Q1 2025
InstitutionSharesValue% of portfolio
UBS Asset Management Americas Inc666,330$14.8M0.00%
SCS Capital Management LLC531,499$11.8M0.15%
Spinnaker Trust513,981$11.4M0.74%
Wellington Management Group LLP490,000$10.9M0.00%
iA Global Asset Management Inc.408,569$9.05M0.16%
Generali Investments CEE, investicni spolecnost, a.s.168,049$3.72M0.35%
Financial Management Network Inc192,019$3.71M0.83%
Nebula Research & Development LLC167,272$3.71M0.34%
Banque Cantonale Vaudoise144,000$3.19M0.14%
Gateway Wealth Partners, LLC102,393$2.27M0.51%
Fieldview Capital Management, LLC66,794$1.48M0.21%
Sofos Investments, Inc.62,432$1.38M0.30%
Virtu Financial LLC58,666$1.30M0.07%
Tempus Wealth Planning, LLC53,642$1.19M0.36%
Umb Bank N A52,873$1.17M0.02%
Global Wealth Management Investment Advisory, Inc.44,717$990.9K0.20%
Texas Capital Bancshares Inc44,569$987.6K0.42%
Mackenzie Financial Corp41,899$928.5K0.00%
FORA Capital, LLC41,020$909.0K0.09%
GWN Securities Inc.40,825$886.1K0.05%
AlphaCore Capital LLC39,538$876.2K0.07%
Virtus Investment Advisers, Inc.36,779$815.0K0.22%
SFG Wealth Management, LLC.33,111$733.7K0.36%
Simon Quick Advisors, LLC24,847$550.6K0.03%
Pasadena Private Wealth, LLC24,750$548.5K0.11%
Wealthcare Capital Partners, LLC24,669$546.7K0.28%
FSA Advisors, Inc.24,369$540.0K0.43%
Sax Wealth Advisors, LLC22,235$492.7K0.04%
Wolverine Trading, LLC21,603$477.6K0.02%
Gentry Private Wealth, LLC21,365$473.4K0.39%
World Equity Group, Inc.21,832$463.0K0.13%
Black Swift Group, LLC20,000$443.2K0.10%
Morningstar Investment Management LLC18,669$414.0K0.04%
Fullcircle Wealth LLC19,071$405.3K0.17%
Callahan Advisors, LLC17,027$377.3K0.04%
CTC Alternative Strategies, Ltd.16,800$372.3K0.46%
LexAurum Advisors, LLC16,518$366.0K0.07%
Bridgefront Capital, LLC14,461$320.5K0.09%
GTS Securities LLC14,243$315.6K0.01%
EP Wealth Advisors, LLC14,238$315.5K0.00%
Buckingham Strategic Partners13,905$308.1K0.00%
Caliber Wealth Management, LLC13,629$302.0K0.04%
Calton & Associates, Inc.13,554$300.4K0.07%
Virtue Capital Management, LLC12,445$275.8K0.03%
Dynamic Technology Lab Private Ltd12,330$273.0K0.04%
National Philanthropic Trust12,291$272.4K0.00%
Clarus Wealth Advisors12,667$264.2K0.14%
Fisher Asset Management, LLC11,374$252.1K0.00%
QRG Capital Management, Inc.11,328$251.0K0.00%
Plancorp, LLC11,326$251.0K0.01%
Fiduciary Family Office, LLC11,186$247.9K0.08%
Wealth Quarterback LLC10,706$237.2K0.13%
Whitaker-Myers Wealth Managers, LTD.10,479$232.2K0.07%
Camelot Portfolios, LLC10,401$230.5K0.14%
First Citizens Bank & Trust Co10,014$221.9K0.01%
Strategic Blueprint, LLC9,675$214.4K0.01%
Sterling Investment Counsel, LLC9,663$214.1K0.07%
Strategies Wealth Advisors, LLC9,539$211.4K0.03%
Fountainhead AM, LLC9,217$204.2K0.03%
True North Advisors, LLC9,143$202.6K0.04%
BancorpSouth Bank9,126$202.2K0.01%
Mission Wealth Management, LP9,049$200.5K0.01%
Quantbot Technologies LP8,111$179.7K0.01%
ORG Partners LLC10,896$162.4K0.04%
Bank Julius Baer & Co. Ltd, Zurich4,690$103.9K0.00%
Jefferies Financial Group Inc.4,538$100.6K0.00%
Coldstream Capital Management Inc3,713$82.3K0.00%
Pension & Wealth Management Advisors, Inc.2,241$49.7K0.02%
Elequin Capital LP1,363$30.2K0.01%
Caitong International Asset Management Co., Ltd1,017$22.5K0.02%
Financial Network Wealth Management LLC1,000$22.0K0.01%
Rossby Financial, LCC1,008$21.3K0.01%
Cheviot Value Management, LLC1,000$20.5K0.00%
NBC Securities, Inc.728$16.0K0.00%
Curat Global, LLC680$15.1K0.02%
Graybill Bartz & Assoc Ltd500$11.1K0.00%
Kohmann Bosshard Financial Services, LLC10,000$9.91K0.00%
TSFG, LLC355$8.00K0.00%
Addison Advisors LLC329$7.29K0.00%
Creative Financial Designs Inc325$7.20K0.00%
Harbor Investment Advisory, LLC210$4.65K0.00%
Costello Asset Management, INC190$4.21K0.00%
Beaird Harris Wealth Management, LLC135$2.99K0.00%
Crewe Advisors LLC131$2.90K0.00%
HHM Wealth Advisors, LLC112$2.48K0.00%
Loring Wolcott & Coolidge Fiduciary Advisors LLP100$2.08K0.00%
CX Institutional107$2.00K0.00%
Runnymede Capital Advisors, Inc.88$1.95K0.00%
Iron Horse Wealth Management, LLC33$7310.00%
Davis Capital Management2$500.00%
Roble, Belko & Company, Inc18$00.00%
McClarren Financial Advisors, Inc.22––

Sold out (68)

Institutions that held Ares Capital Corp at the end of Q4 2024 and filed for Q1 2025 without it.

Institutions that sold out of ARCC in Q1 2025
InstitutionShares, Q4 2024Value, Q4 2024
Independent Advisor Alliance229,547$5.02M
D. E. Shaw & Co., Inc.199,872$4.38M
Wellington Shields Capital Management, LLC164,914$3.61M
Prelude Capital Management, LLC150,358$3.29M
Prevail Innovative Wealth Advisors, LLC131,407$2.88M
XTX Topco Ltd118,965$2.60M
ExodusPoint Capital Management, LP116,427$2.55M
GP Brinson Investments LLC102,481$2.24M
Gsa Capital Partners LLP83,187$1.82M
Richard P Slaughter Associates Inc81,349$1.78M
Alps Advisors Inc77,715$1.70M
WCG Wealth Advisors LLC76,878$1.68M
Proequities, Inc.48,532$1.13M
Verity Asset Management, Inc.51,465$1.03M
Allianz Asset Management GmbH37,420$819.1K
Virtus ETF Advisers LLC32,956$721.4K
Capital Management Associates32,829$718.6K
Glenview Trust Co32,500$711.4K
Y-Intercept (Hong Kong) Ltd30,122$659.4K
Group One Trading, L.P.28,035$613.7K
Bouchey Financial Group Ltd22,331$488.8K
Castlekeep Investment Advisors LLC21,322$466.7K
Engineers Gate Manager LP20,484$448.4K
Bridgewealth Advisory Group, LLC17,955$414.4K
Diversify Advisory Services, LLC17,775$390.7K
Grimes & Company, Inc.17,625$385.8K
Jackson Thornton Asset Management, LLC15,272$334.3K
Kapitalo Investimentos Ltda14,478$316.9K
Brandywine Oak Private Wealth LLC14,159$309.9K
Oxford Asset Management LLP14,056$307.7K
Kovack Advisors, Inc.13,641$298.6K
FineMark National Bank & Trust12,941$283.3K
Investment Management Associates Inc12,413$271.7K
Ellis Investment Partners, LLC11,534$252.5K
GeoWealth Management, LLC10,614$232.3K
Oxford Financial Group Ltd10,490$229.6K
Stelac Advisory Services LLC10,000$218.9K
Forthright Family Wealth Advisory LLC10,000$218.9K
Lane & Associates LLC8,891$210.4K
Huntleigh Advisors, Inc.9,599$210.1K
Evanson Asset Management, LLC9,541$208.9K
Glenmede Trust Co NA9,500$208.0K
My Legacy Advisors, LLC9,006$204.1K
KG&L Capital Management,LLC9,270$202.9K
Nelson, Van Denburg & Campbell Wealth Management Group, LLC4,900$107.3K
Optiver Holding B.V.3,655$80.0K
Montag A & Associates Inc2,889$63.2K
Clear Street Markets LLC2,300$50.3K
Aspetuck Financial Management LLC2,100$46.0K
Venturi Wealth Management, LLC1,682$36.8K
Horizon Financial Services, LLC1,342$29.4K
Hemington Wealth Management1,327$29.0K
Pathway Financial Advisers, LLC1,004$22.0K
Van Hulzen Asset Management, LLC900$19.7K
Coppell Advisory Solutions LLC875$19.2K
Raleigh Capital Management Inc.700$15.3K
FNY Investment Advisers, LLC600$13.0K
Bank of Jackson Hole Trust516$11.3K
Measured Risk Portfolios, Inc.438$9.59K
Wingate Wealth Advisors, Inc.270$5.91K
Lee Danner & Bass Inc250$5.47K
POM Investment Strategies, LLC244$5.34K
ZRC Wealth Management, LLC119$2.60K
Oarsman Capital, Inc.89$1.95K
First Command Advisory Services, Inc.70$1.53K
FLP Wealth Management, LLC61$1.33K
Morton Brown Family Wealth, LLC60$1.31K
Tucker Asset Management LLC11$235

Not filed for Q1 2025 yet (17)

Institutions that held Ares Capital Corp at the end of Q4 2024 and haven't filed a 13F for Q1 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding ARCC in Q4 2024 that haven't filed for Q1 2025
InstitutionShares, Q4 2024Value, Q4 2024
Edge Capital Group, LLC502,513$11.0M
Fernwood Investment Management, LLC232,577$5.09M
Financial Gravity Companies, Inc.70,406$1.54M
Access Investment Management LLC57,675$1.26M
Strategic Wealth Partners, Ltd.53,149$1.23M
Global Retirement Partners, LLC26,715$584.8K
Wetherby Asset Management Inc15,816$346.2K
Lake Street Advisors Group, LLC14,000$306.5K
Vise Technologies, Inc.9,788$214.3K
Oliver Lagore Vanvalin Investment Group4,275$93.6K
Wintrust Investments LLC3,620$79.0K
AlphaMark Advisors, LLC1,283$28.0K
Householder Group Estate & Retirement Specialist, LLC900$19.0K
Cassady Schiller Wealth Management, LLC790$17.3K
WR Wealth Planners, LLC500$10.9K
Hilltop National Bank425$9.30K
Legacy Investment Solutions, LLC89$2.02K