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 |
|---|---|---|---|---|---|
| Truvestments Capital LLC | 226,358 | $5.02M | 1.09% | +53,163+30.7% | Added |
| Baugh & Associates, LLC | 236,474 | $5.02M | 2.54% | +140+0.1% | Added |
| Rathbone Brothers plc | 228,292 | $5.06M | 0.02% | +54,182+31.1% | Added |
| Apollon Wealth Management, LLC | 229,630 | $5.09M | 0.11% | +47,999+26.4% | Added |
| Salem Investment Counselors Inc | 231,915 | $5.14M | 0.18% | +4,775+2.1% | Added |
| Mesirow Financial Investment Management, Inc. | 232,455 | $5.15M | 0.10% | +1,801+0.8% | Added |
| Tocqueville Asset Management L.P. | 236,052 | $5.23M | 0.09% | +210,622+828.2% | Added |
| Challenger Wealth Management | 237,939 | $5.27M | 4.18% | +20,941+9.7% | Added |
| Creative Planning | 240,557 | $5.33M | 0.01% | −25,670−9.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 241,119 | $5.34M | 0.01% | +1,776+0.7% | Added |
| Mirador Capital Partners LP | 247,028 | $5.47M | 0.96% | +4,217+1.7% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 252,555 | $5.60M | 0.03% | −23,070−8.4% | Reduced |
| Kavar Capital Partners Group, LLC | 253,767 | $5.62M | 0.94% | +14,544+6.1% | Added |
| Hilton Capital Management, LLC | 254,082 | $5.63M | 0.48% | −60,994−19.4% | Reduced |
| Sargent Investment Group, LLC | 264,149 | $5.85M | 0.93% | +594+0.2% | Added |
| Evergreen Capital Management LLC | 273,038 | $6.05M | 0.20% | −103,549−27.5% | Reduced |
| Independent Financial Group, LLC | 274,473 | $6.08M | 0.21% | −7,419−2.6% | Reduced |
| Smith Asset Management Co., LLC | 275,616 | $6.11M | 5.76% | +5,891+2.2% | Added |
| Barclays PLC | 279,534 | $6.19M | 0.00% | +78,813+39.3% | Added |
| Davenport & Co LLC | 280,776 | $6.22M | 0.04% | −15,191−5.1% | Reduced |
| Carnegie Capital Asset Management, LLC | 322,812 | $6.23M | 0.15% | +13,790+4.5% | Added |
| Blair William & Co | 295,602 | $6.55M | 0.02% | +14,897+5.3% | Added |
| Foresight Capital Management Advisors, Inc. | 299,902 | $6.65M | 4.12% | +5,521+1.9% | Added |
| Foundations Investment Advisors, LLC | 309,174 | $6.85M | 0.13% | +14,646+5.0% | Added |
| Pathstone Holdings, LLC | 310,792 | $6.89M | 0.03% | +797+0.3% | Added |
| Kestra Advisory Services, LLC | 314,641 | $6.97M | 0.03% | −12,296−3.8% | Reduced |
| Beacon Pointe Advisors, LLC | 316,178 | $7.01M | 0.08% | +52,588+20.0% | Added |
| Romano Brothers and Company | 356,439 | $7.90M | 1.02% | +2,202+0.6% | Added |
| Private Advisor Group, LLC | 359,329 | $7.96M | 0.05% | +21,748+6.4% | Added |
| Lido Advisors, LLC | 361,855 | $8.02M | 0.05% | +8,278+2.3% | Added |
| M&G Plc | 365,000 | $8.03M | 0.04% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 442,588 | $8.37M | 0.02% | −1,159−0.3% | Reduced |
| one8zero8, LLC | 381,971 | $8.46M | 2.00% | −3,093−0.8% | Reduced |
| Cerity Partners LLC | 382,434 | $8.47M | 0.02% | −22,048−5.5% | Reduced |
| Invesco Ltd. | 383,805 | $8.51M | 0.00% | −20,975−5.2% | Reduced |
| We Are One Seven, LLC | 392,374 | $8.70M | 0.34% | +26,109+7.1% | Added |
| Wealth Enhancement Advisory Services, LLC | 393,517 | $8.72M | 0.02% | +87,934+28.8% | Added |
| LGT Capital Partners Ltd. | 397,500 | $8.81M | 0.39% | −109,500−21.6% | Reduced |
| Oppenheimer & Co Inc | 397,694 | $8.81M | 0.13% | +15,448+4.0% | Added |
| Aquatic Capital Management LLC | 399,945 | $8.86M | 0.23% | +67,884+20.4% | Added |
| Columbus Macro, LLC | 401,924 | $8.91M | 1.18% | −3,291−0.8% | Reduced |
| iA Global Asset Management Inc. | 408,569 | $9.05M | 0.16% | +408,569 | New |
| Advisors Asset Management, Inc. | 413,375 | $9.16M | 0.17% | +16,336+4.1% | Added |
| Congress Wealth Management LLC | 423,845 | $9.39M | 0.11% | +280,973+196.7% | Added |
| Kovitz Investment Group Partners, LLC | 438,266 | $9.71M | 0.05% | +6,285+1.5% | Added |
| Graypoint LLC | 440,327 | $9.76M | 0.61% | 00.0% | Unchanged |
| Great West Life Assurance Co | 441,993 | $9.82M | 0.02% | +76,574+21.0% | Added |
| Gritstone Asset Management LLC | 446,566 | $9.90M | 10.39% | +870.0% | Added |
| Merit Financial Group, LLC | 455,415 | $10.1M | 0.15% | +11,250+2.5% | Added |
| New South Capital Management Inc | 461,803 | $10.2M | 0.49% | −55,275−10.7% | Reduced |
| SFMG, LLC | 462,399 | $10.2M | 0.81% | +18,281+4.1% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 462,684 | $10.3M | 0.54% | +16,357+3.7% | Added |
| Tectonic Advisors LLC | 467,953 | $10.4M | 0.65% | +32,733+7.5% | Added |
| Balyasny Asset Management LLC | 474,938 | $10.5M | 0.03% | −910,726−65.7% | Reduced |
| Enstar Group LTD | 484,524 | $10.7M | 4.05% | +15,599+3.3% | Added |
| Evercore Wealth Management, LLC | 487,487 | $10.8M | 0.17% | −545,622−52.8% | Reduced |
| Boston Partners | 488,486 | $10.8M | 0.01% | +51,271+11.7% | Added |
| Wellington Management Group LLP | 490,000 | $10.9M | 0.00% | +490,000 | New |
| LGT Group Foundation | 499,153 | $11.1M | 0.15% | +115,543+30.1% | Added |
| Bell Bank | 500,498 | $11.1M | 0.60% | +16,446+3.4% | Added |
| Chicago Partners Investment Group LLC | 538,042 | $11.2M | 0.37% | +30,668+6.0% | Added |
| Spinnaker Trust | 513,981 | $11.4M | 0.74% | +513,981 | New |
| CI Private Wealth, LLC | 525,480 | $11.6M | 0.02% | −41,039−7.2% | Reduced |
| SCS Capital Management LLC | 531,499 | $11.8M | 0.15% | +531,499 | New |
| Vista Finance, LLC | 548,195 | $12.1M | 10.54% | +163,887+42.6% | Added |
| Clearstead Advisors, LLC | 553,026 | $12.3M | 0.19% | −30,612−5.2% | Reduced |
| Denali Advisors LLC | 576,560 | $12.8M | 1.45% | −18,481−3.1% | Reduced |
| Palisade Capital Management LLC | 579,985 | $12.9M | 0.37% | +13,999+2.5% | Added |
| Steward Partners Investment Advisory, LLC | 601,905 | $13.3M | 0.12% | −84,411−12.3% | Reduced |
| Nan Fung Trinity (HK) Ltd | 647,800 | $14.4M | 2.28% | +344,700+113.7% | Added |
| UBS Asset Management Americas Inc | 666,330 | $14.8M | 0.00% | +666,330 | New |
| Naviter Wealth, LLC | 683,301 | $15.4M | 1.87% | +8,586+1.3% | Added |
| TCW Group Inc | 714,971 | $15.8M | 0.14% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 721,274 | $16.0M | 0.01% | +213,479+42.0% | Added |
| Sigma Investment Counselors Inc | 722,406 | $16.0M | 0.98% | +13,490+1.9% | Added |
| Edgemoor Investment Advisors, Inc. | 722,739 | $16.0M | 1.47% | −5,183−0.7% | Reduced |
| Melia Wealth LLC | 752,630 | $16.7M | 8.60% | +5,586+0.7% | Added |
| Baillie Gifford & Co | 753,649 | $16.7M | 0.01% | +164,009+27.8% | Added |
| Credit Agricole S A | 772,219 | $17.1M | 0.06% | +276,293+55.7% | Added |
| Neuberger Berman Group LLC | 803,919 | $17.8M | 0.01% | +4,407+0.6% | Added |
| HRT Financial LP | 810,117 | $18.0M | 0.11% | −472,088−36.8% | Reduced |
| Northeast Financial Consultants Inc | 857,410 | $19.0M | 0.84% | +155,924+22.2% | Added |
| Franklin Resources Inc | 875,581 | $19.4M | 0.01% | +80,461+10.1% | Added |
| D.A. Davidson & Co. | 877,617 | $19.4M | 0.16% | +26,137+3.1% | Added |
| Envestnet Asset Management Inc | 897,056 | $19.9M | 0.01% | −247,740−21.6% | Reduced |
| Baird Financial Group, Inc. | 913,430 | $20.2M | 0.04% | +16,434+1.8% | Added |
| Janney Montgomery Scott LLC | 932,170 | $20.7M | 0.06% | +126,956+15.8% | Added |
| Sage Advisors, LLC | 998,486 | $22.1M | 15.57% | +33,798+3.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 1,076,008 | $23.8M | 0.08% | +67,597+6.7% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,104,408 | $24.5M | 0.02% | +165,773+17.7% | Added |
| Cetera Investment Advisers | 1,124,794 | $24.9M | 0.05% | +88,104+8.5% | Added |
| Muzinich & Co., Inc. | 1,125,251 | $24.9M | 15.25% | +163,420+17.0% | Added |
| Citadel Advisors LLC | 1,127,942 | $25.0M | 0.02% | +193,302+20.7% | Added |
| McGowan Group Asset Management, Inc. | 1,144,321 | $25.4M | 3.35% | +101,735+9.8% | Added |
| Stephens Inc | 1,250,087 | $27.7M | 0.41% | +107,228+9.4% | Added |
| LSV Asset Management | 1,259,190 | $27.9M | 0.07% | −253,000−16.7% | Reduced |
| Commonwealth Equity Services, LLC | 1,259,805 | $27.9M | 0.04% | +124,196+10.9% | Added |
| Bruni J V & Co | 1,340,156 | $29.7M | 3.45% | −23,322−1.7% | Reduced |
| Gilbert & Cook, Inc. | 1,342,899 | $29.8M | 4.32% | −224,371−14.3% | Reduced |
| Nomura Asset Management Co Ltd | 1,431,519 | $31.7M | 0.10% | −79,172−5.2% | Reduced |