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, Q1 2025
Institutional positions in Ares Capital Corp as of Mar 31, 2025. 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
- 836
- +24 vs. Q4 2024
- Shares held
- 217.1M
- +18.1M (+9.1%) vs. Q4 2024
- Total value
- $4.81B
- +$451.0M (+10.4%) vs. Q4 2024
- New holders
- 92
- 374 more added
- Sold out
- 68
- 205 more reduced
17 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Ares Capital Corp; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Pasadena Private Wealth, LLC | 24,750 | $548.5K | 0.11% | +24,750 | New |
| Simon Quick Advisors, LLC | 24,847 | $550.6K | 0.03% | +24,847 | New |
| IFP Advisors, Inc | 24,921 | $552.3K | 0.02% | +3,492+16.3% | Added |
| Evoke Wealth, LLC | 25,318 | $561.0K | 0.01% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 25,398 | $562.8K | 0.05% | −22,293−46.7% | Reduced |
| BIP Wealth, LLC | 25,433 | $563.6K | 0.04% | −767−2.9% | Reduced |
| L & S Advisors Inc | – | $575.7K | 0.07% | – | – |
| Formidable Asset Management, LLC | 26,050 | $577.3K | 0.10% | −901−3.3% | Reduced |
| Venture Visionary Partners LLC | 26,672 | $591.1K | 0.02% | +1,568+6.2% | Added |
| Wedmont Private Capital | 29,907 | $595.5K | 0.03% | +121+0.4% | Added |
| Navis Wealth Advisors, LLC | 26,872 | $595.5K | 0.58% | +339+1.3% | Added |
| Western Financial Corp | 26,961 | $597.5K | 0.35% | +574+2.2% | Added |
| MRP Capital Investments, LLC | 27,205 | $602.9K | 0.56% | −2,250−7.6% | Reduced |
| Prime Capital Investment Advisors, LLC | 27,543 | $610.3K | 0.01% | +15,813+134.8% | Added |
| Aua Capital Management, LLC | 27,590 | $611.4K | 0.40% | 00.0% | Unchanged |
| Empowered Funds, LLC | 27,655 | $612.8K | 0.01% | +16,128+139.9% | Added |
| Whitener Capital Management, Inc. | 28,092 | $622.5K | 0.18% | −1,494−5.0% | Reduced |
| Aurora Private Wealth, Inc. | 28,547 | $633.0K | 0.51% | +385+1.4% | Added |
| Hudson Capital Management LLC | 28,568 | $633.1K | 0.19% | 00.0% | Unchanged |
| Palacios Wealth Management, LLC | 28,655 | $635.0K | 0.58% | −55−0.2% | Reduced |
| Quad-Cities Investment Group, LLC | 28,876 | $639.9K | 0.32% | −191−0.7% | Reduced |
| Nicholas Hoffman & Company, LLC. | 28,903 | $640.5K | 0.02% | −898−3.0% | Reduced |
| AA Financial Advisors, LLC | 29,315 | $649.6K | 0.16% | 00.0% | Unchanged |
| Values Added Financial LLC | 29,559 | $655.0K | 0.36% | +1,579+5.6% | Added |
| Atomi Financial Group, Inc. | 29,607 | $656.1K | 0.03% | −1,950−6.2% | Reduced |
| McDonald Partners LLC | 29,836 | $661.2K | 0.17% | +142+0.5% | Added |
| J. Safra Sarasin Holding AG | 30,000 | $664.8K | 0.01% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 30,009 | $665.0K | 0.02% | 00.0% | Unchanged |
| Lewis Asset Management, LLC | 30,030 | $665.5K | 0.55% | +975+3.4% | Added |
| PFG Investments, LLC | 30,452 | $674.8K | 0.04% | +1,937+6.8% | Added |
| Samjo Management, LLC | 30,880 | $684.3K | 0.29% | 00.0% | Unchanged |
| Maridea Wealth Management LLC | 30,913 | $685.0K | 0.22% | −432−1.4% | Reduced |
| Canal Capital Management, LLC | 31,247 | $692.4K | 0.12% | +156+0.5% | Added |
| Magnus Financial Group LLC | 31,319 | $694.0K | 0.07% | +664+2.2% | Added |
| Advisory Research Inc | 31,526 | $698.6K | 0.12% | −530−1.7% | Reduced |
| Moors & Cabot, Inc. | 31,559 | $699.3K | 0.04% | −108−0.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 31,592 | $700.1K | 0.01% | +6,173+24.3% | Added |
| Cullen/Frost Bankers, Inc. | 31,705 | $702.6K | 0.01% | −6,851−17.8% | Reduced |
| Founders Financial Alliance, LLC | 31,786 | $704.4K | 0.17% | +4,121+14.9% | Added |
| Brookstone Capital Management | 31,836 | $705.5K | 0.01% | +4,288+15.6% | Added |
| Mandatum Life Insurance Co Ltd | 31,957 | $708.2K | 0.22% | +375+1.2% | Added |
| Capital Investment Advisors, LLC | 32,475 | $719.7K | 0.01% | −805−2.4% | Reduced |
| Delta Financial Group, Inc. | 32,662 | $720.0K | 0.16% | +1,550+5.0% | Added |
| Lazard Asset Management LLC | 32,634 | $723.0K | 0.00% | +1,234+3.9% | Added |
| Segment Wealth Management, LLC | 32,723 | $725.1K | 0.05% | +2,320+7.6% | Added |
| St Germain D J Co Inc | 33,000 | $731.3K | 0.03% | −3,900−10.6% | Reduced |
| Almanack Investment Partners, LLC. | 33,099 | $733.5K | 0.15% | 00.0% | Unchanged |
| SFG Wealth Management, LLC. | 33,111 | $733.7K | 0.36% | +33,111 | New |
| Cornerstone Wealth Management, LLC | 33,453 | $741.3K | 0.05% | +1,546+4.8% | Added |
| Guggenheim Capital LLC | 33,681 | $746.4K | 0.01% | +2,018+6.4% | Added |
| Vantage Financial Partners, LLC | 33,812 | $749.3K | 0.19% | 00.0% | Unchanged |
| Ascent Capital Management, LLC | 33,932 | $751.9K | 0.76% | +10,374+44.0% | Added |
| Guild Investment Management, Inc. | 34,730 | $769.6K | 0.81% | −10,600−23.4% | Reduced |
| Financial Counselors Inc | 34,862 | $772.5K | 0.01% | +1,480+4.4% | Added |
| Equitable Holdings, Inc. | 35,241 | $780.9K | 0.01% | +1,982+6.0% | Added |
| WESPAC Advisors, LLC | 35,717 | $791.5K | 0.64% | −2,848−7.4% | Reduced |
| Perigon Wealth Management, LLC | 36,116 | $800.3K | 0.02% | +2,208+6.5% | Added |
| Ausdal Financial Partners, Inc. | 36,279 | $803.9K | 0.06% | +3,853+11.9% | Added |
| Brown Brothers Harriman & Co | 36,403 | $806.7K | 0.01% | +244+0.7% | Added |
| Measured Wealth Private Client Group, LLC | 36,553 | $810.0K | 0.26% | +976+2.7% | Added |
| Virtus Investment Advisers, Inc. | 36,779 | $815.0K | 0.22% | +36,779 | New |
| Mallini Complete Financial Planning LLC | 36,814 | $815.8K | 0.78% | +742+2.1% | Added |
| Sowell Financial Services LLC | 36,977 | $819.4K | 0.04% | −487−1.3% | Reduced |
| Koshinski Asset Management, Inc. | 37,434 | $829.5K | 0.07% | +348+0.9% | Added |
| Summit Financial, LLC | 38,375 | $850.4K | 0.02% | +444+1.2% | Added |
| NewSquare Capital LLC | 38,800 | $859.8K | 0.07% | +238+0.6% | Added |
| AllSquare Wealth Management LLC | 39,454 | $874.3K | 0.52% | −300−0.8% | Reduced |
| AlphaCore Capital LLC | 39,538 | $876.2K | 0.07% | +39,538 | New |
| Triumph Capital Management | 39,761 | $881.1K | 0.29% | −2,986−7.0% | Reduced |
| GWN Securities Inc. | 40,825 | $886.1K | 0.05% | +40,825 | New |
| Everstar Asset Management, LLC | 40,580 | $899.3K | 0.60% | −5,500−11.9% | Reduced |
| FORA Capital, LLC | 41,020 | $909.0K | 0.09% | +41,020 | New |
| Bank Ozk | 41,163 | $912.2K | 0.38% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 41,194 | $912.9K | 0.01% | −3,545−7.9% | Reduced |
| Ascent Group, LLC | 41,253 | $914.2K | 0.04% | −1,282−3.0% | Reduced |
| 1620 Investment Advisors, Inc. | 41,431 | $918.1K | 0.70% | +734+1.8% | Added |
| IFG Advisory, LLC | 41,711 | $924.3K | 0.05% | −5,391−11.4% | Reduced |
| Mackenzie Financial Corp | 41,899 | $928.5K | 0.00% | +41,899 | New |
| BKM Wealth Management, LLC | 42,121 | $933.4K | 0.38% | −267−0.6% | Reduced |
| WealthPlan Investment Management, LLC | 42,578 | $943.5K | 0.09% | +1,809+4.4% | Added |
| Arete Wealth Advisors, LLC | 42,958 | $952.0K | 0.07% | 00.0% | Unchanged |
| Port Capital LLC | 43,000 | $953.0K | 0.04% | 00.0% | Unchanged |
| AXA S.A. | 43,155 | $956.3K | 0.00% | +777+1.8% | Added |
| Belpointe Asset Management LLC | 44,358 | $983.0K | 0.05% | +746+1.7% | Added |
| Texas Capital Bancshares Inc | 44,569 | $987.6K | 0.42% | +44,569 | New |
| Global Wealth Management Investment Advisory, Inc. | 44,717 | $990.9K | 0.20% | +44,717 | New |
| US Bancorp | 44,866 | $994.2K | 0.00% | +1,810+4.2% | Added |
| Balboa Wealth Partners | 45,097 | $999.4K | 0.24% | −3,118−6.5% | Reduced |
| Savvy Advisors, Inc. | 45,356 | $1.01M | 0.10% | +10,520+30.2% | Added |
| StoneX Group Inc. | 45,402 | $1.01M | 0.06% | −13,253−22.6% | Reduced |
| Camden Capital, LLC | 45,847 | $1.02M | 0.11% | +282+0.6% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 46,002 | $1.02M | 0.25% | 00.0% | Unchanged |
| Onyx Bridge Wealth Group LLC | 46,629 | $1.03M | 0.15% | +1,281+2.8% | Added |
| Harbour Investments, Inc. | 47,121 | $1.04M | 0.03% | −3,502−6.9% | Reduced |
| Alberta Investment Management Corp | 47,300 | $1.05M | 0.01% | 00.0% | Unchanged |
| Steel Peak Wealth Management LLC | 47,463 | $1.05M | 0.04% | +2,509+5.6% | Added |
| JBR Co Financial Management Inc | 47,670 | $1.06M | 0.62% | +8,673+22.2% | Added |
| Mirae Asset Global Investments Co., Ltd. | 47,840 | $1.06M | 0.00% | +7,381+18.2% | Added |
| Ancora Advisors, LLC | 47,935 | $1.06M | 0.02% | +560+1.2% | Added |
| Commerce Bank | 48,833 | $1.08M | 0.01% | −515−1.0% | Reduced |