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 |
|---|---|---|---|---|---|
| United Advisor Group, LLC | 92,437 | $2.05M | 0.42% | −9,879−9.7% | Reduced |
| Intellectus Partners, LLC | 95,349 | $2.11M | 0.52% | +7,396+8.4% | Added |
| J.W. Cole Advisors, Inc. | 95,731 | $2.12M | 0.07% | +50,699+112.6% | Added |
| Union Bancaire Privee, UBP SA | 97,805 | $2.17M | 0.04% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 98,506 | $2.18M | 0.04% | −7,849−7.4% | Reduced |
| Plan Group Financial, LLC | 98,642 | $2.19M | 0.78% | +46,359+88.7% | Added |
| Savant Capital, LLC | 99,072 | $2.20M | 0.02% | −11,312−10.2% | Reduced |
| Callodine Capital Management, LP | 100,000 | $2.22M | 0.37% | −100,000−50.0% | Reduced |
| Zuckerman Investment Group, LLC | 100,250 | $2.22M | 0.24% | +8,250+9.0% | Added |
| Public Employees Retirement System of Ohio | 100,374 | $2.22M | 0.01% | −36,820−26.8% | Reduced |
| Mercer Global Advisors Inc | 101,703 | $2.25M | 0.01% | +38,553+61.0% | Added |
| The PNC Financial Services Group, Inc. | 102,375 | $2.27M | 0.00% | −51,474−33.5% | Reduced |
| Gateway Wealth Partners, LLC | 102,393 | $2.27M | 0.51% | +102,393 | New |
| Kestra Private Wealth Services, LLC | 102,544 | $2.27M | 0.04% | +1,501+1.5% | Added |
| Taylor Frigon Capital Management LLC | 104,519 | $2.32M | 1.38% | +582+0.6% | Added |
| Nissay Asset Management Corp | 105,963 | $2.35M | 0.02% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 106,198 | $2.35M | 0.17% | +16,599+18.5% | Added |
| Mainstay Capital Management LLC | 106,408 | $2.36M | 0.32% | −200−0.2% | Reduced |
| Palogic Value Management, L.P. | 106,765 | $2.37M | 1.04% | +2,200+2.1% | Added |
| Whittier Trust Co | 109,313 | $2.42M | 0.03% | 00.0% | Unchanged |
| S&T Bank | 110,342 | $2.45M | 0.80% | −1,790−1.6% | Reduced |
| Sculati Wealth Management, LLC | 111,445 | $2.47M | 1.00% | −197−0.2% | Reduced |
| Snowden Capital Advisors LLC | 112,804 | $2.50M | 0.08% | +17,020+17.8% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 112,908 | $2.50M | 0.01% | +2,546+2.3% | Added |
| Brendel Financial Advisors LLC | 116,570 | $2.58M | 1.57% | +13,598+13.2% | Added |
| Arkadios Wealth Advisors | 116,749 | $2.59M | 0.10% | +4,731+4.2% | Added |
| Larson Financial Group LLC | 118,836 | $2.63M | 0.13% | +7,415+6.7% | Added |
| Essex Financial Services, Inc. | 118,947 | $2.64M | 0.19% | +3,176+2.7% | Added |
| GWM Advisors LLC | 119,730 | $2.65M | 0.02% | +15,025+14.3% | Added |
| Wealthcare Advisory Partners LLC | 120,243 | $2.66M | 0.07% | +106,881+799.9% | Added |
| Standard Life Aberdeen plc | 125,367 | $2.76M | 0.01% | +4,085+3.4% | Added |
| Argent Trust Co | 125,077 | $2.77M | 0.11% | +4,096+3.4% | Added |
| Magnolia Capital Advisors LLC | 125,964 | $2.79M | 0.76% | +4,191+3.4% | Added |
| AdvisorNet Financial, Inc | 127,260 | $2.82M | 0.21% | +124,829+5,134.9% | Added |
| Brown, Lisle/Cummings, Inc. | 132,550 | $2.94M | 0.85% | +16,350+14.1% | Added |
| Ieq Capital, LLC | 136,097 | $3.02M | 0.02% | +37,821+38.5% | Added |
| Rollins Financial Advisors, LLC | 138,139 | $3.06M | 0.53% | +12,838+10.2% | Added |
| Baker Avenue Asset Management, LP | 139,277 | $3.09M | 0.10% | +2,447+1.8% | Added |
| BluePointe Capital Management, LLC | 139,387 | $3.09M | 1.18% | +26,965+24.0% | Added |
| Jane Street Group, LLC | 140,013 | $3.10M | 0.01% | +117,685+527.1% | Added |
| Cornerstone Select Advisors, LLC | 141,291 | $3.13M | 2.96% | +13,159+10.3% | Added |
| CWM, LLC | 142,168 | $3.15M | 0.01% | +520.0% | Added |
| Banque Cantonale Vaudoise | 144,000 | $3.19M | 0.14% | +144,000 | New |
| Waterloo Capital, L.P. | 144,314 | $3.20M | 0.30% | +5,715+4.1% | Added |
| Susquehanna International Group, LLP | 144,342 | $3.20M | 0.01% | −19,601−12.0% | Reduced |
| Atria Wealth Solutions, Inc. | 145,211 | $3.22M | 0.04% | −19,898−12.1% | Reduced |
| Truist Financial Corp | 146,717 | $3.25M | 0.01% | +2,578+1.8% | Added |
| IHT Wealth Management, LLC | 148,084 | $3.28M | 0.10% | +964+0.7% | Added |
| Community Trust & Investment Co | 149,618 | $3.32M | 0.21% | −4,887−3.2% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 150,219 | $3.33M | 0.10% | +1,135+0.8% | Added |
| EWG Elevate Inc. | 152,084 | $3.37M | 1.28% | +4,451+3.0% | Added |
| Mutual Advisors, LLC | 160,566 | $3.39M | 0.10% | −10,993−6.4% | Reduced |
| Squarepoint Ops LLC | 153,180 | $3.39M | 0.01% | +33,136+27.6% | Added |
| Curated Wealth Partners LLC | 153,208 | $3.40M | 0.44% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 154,676 | $3.43M | 0.71% | +1,291+0.8% | Added |
| BBR Partners, LLC | 156,198 | $3.46M | 0.24% | +60.0% | Added |
| Change Path, LLC | 157,906 | $3.50M | 0.10% | +3,226+2.1% | Added |
| State Street Corp | 158,534 | $3.51M | 0.00% | +81,711+106.4% | Added |
| Copperwynd Financial, LLC | 159,731 | $3.54M | 0.98% | −446−0.3% | Reduced |
| Bank of New York Mellon Corp | 159,766 | $3.54M | 0.00% | +20,552+14.8% | Added |
| Brown Advisory Inc | 159,911 | $3.54M | 0.01% | −3,095−1.9% | Reduced |
| Comerica Bank | 162,792 | $3.61M | 0.02% | −903−0.6% | Reduced |
| Marathon Capital Management | 163,035 | $3.61M | 0.96% | +295+0.2% | Added |
| Sigma Planning Corp | 163,519 | $3.62M | 0.12% | +15,528+10.5% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 164,456 | $3.64M | 0.19% | −10,457−6.0% | Reduced |
| HB Wealth Management, LLC | 164,579 | $3.65M | 0.03% | −12,439−7.0% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 166,924 | $3.70M | 0.37% | +12,190+7.9% | Added |
| Nebula Research & Development LLC | 167,272 | $3.71M | 0.34% | +167,272 | New |
| Financial Management Network Inc | 192,019 | $3.71M | 0.83% | +192,019 | New |
| Generali Investments CEE, investicni spolecnost, a.s. | 168,049 | $3.72M | 0.35% | +168,049 | New |
| Focus Financial Network, Inc. | 168,777 | $3.74M | 0.15% | −5,211−3.0% | Reduced |
| Granite FO LLC | 169,665 | $3.76M | 2.14% | −7,300−4.1% | Reduced |
| Uniplan Investment Counsel, Inc. | 170,864 | $3.79M | 0.37% | −6,616−3.7% | Reduced |
| Joel Isaacson & Co., LLC | 170,971 | $3.79M | 0.17% | +2,898+1.7% | Added |
| Round Rock Advisors, LLC | 171,263 | $3.80M | 0.70% | +102,211+148.0% | Added |
| Erste Asset Management GmbH | 174,800 | $3.91M | 0.05% | −9,200−5.0% | Reduced |
| Meridian Wealth Management, LLC | 178,173 | $3.95M | 0.19% | −1,690−0.9% | Reduced |
| Parkwood LLC | 178,402 | $3.95M | 0.39% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 179,567 | $3.97M | 0.04% | +7,263+4.2% | Added |
| CIBC World Markets Inc. | 183,952 | $4.08M | 0.01% | +8,048+4.6% | Added |
| AE Wealth Management LLC | 184,575 | $4.09M | 0.03% | +10,293+5.9% | Added |
| Clear Creek Financial Management, LLC | 185,015 | $4.10M | 0.43% | +2,626+1.4% | Added |
| Avantax Advisory Services, Inc. | 186,070 | $4.12M | 0.03% | +80,204+75.8% | Added |
| Brinker Capital Investments, LLC | 187,470 | $4.15M | 0.04% | −5,334−2.8% | Reduced |
| Orion Portfolio Solutions, LLC | 187,470 | $4.15M | 0.04% | −5,334−2.8% | Reduced |
| International Assets Investment Management, LLC | 187,706 | $4.16M | 0.36% | +6,828+3.8% | Added |
| Cottage Street Advisors LLC | 188,142 | $4.17M | 2.09% | +1,047+0.6% | Added |
| First National Trust Co | 191,136 | $4.24M | 0.17% | 00.0% | Unchanged |
| Prairiewood Capital, LLC | 196,221 | $4.35M | 1.77% | +15,379+8.5% | Added |
| Warren Averett Asset Management, LLC | 198,128 | $4.39M | 0.05% | +2,145+1.1% | Added |
| Captrust Financial Advisors | 198,735 | $4.40M | 0.01% | +4,610+2.4% | Added |
| Crestwood Advisors Group LLC | 200,216 | $4.44M | 0.08% | +38,911+24.1% | Added |
| SlateStone Wealth, LLC | 201,924 | $4.47M | 0.45% | −15,142−7.0% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 205,329 | $4.55M | 0.20% | +12,488+6.5% | Added |
| Perennial Advisors, LLC | 207,390 | $4.60M | 0.92% | +16,350+8.6% | Added |
| Mariner, LLC | 212,399 | $4.71M | 0.01% | +21,721+11.4% | Added |
| Manufacturers Life Insurance Company, The | 212,906 | $4.72M | 0.00% | −20,550−8.8% | Reduced |
| Wambolt & Associates, LLC | 215,245 | $4.80M | 1.63% | −1,294−0.6% | Reduced |
| Condor Capital Management | 221,332 | $4.90M | 0.46% | +20,698+10.3% | Added |
| New England Asset Management Inc | 225,900 | $5.01M | 0.81% | 00.0% | Unchanged |