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 |
|---|---|---|---|---|---|
| Invesco Ltd. | 383,805 | $8.51M | 0.00% | −20,975−5.2% | Reduced |
| Cerity Partners LLC | 382,434 | $8.47M | 0.02% | −22,048−5.5% | Reduced |
| one8zero8, LLC | 381,971 | $8.46M | 2.00% | −3,093−0.8% | Reduced |
| CIBC Private Wealth Group, LLC | 442,588 | $8.37M | 0.02% | −1,159−0.3% | Reduced |
| M&G Plc | 365,000 | $8.03M | 0.04% | 00.0% | Unchanged |
| Lido Advisors, LLC | 361,855 | $8.02M | 0.05% | +8,278+2.3% | Added |
| Private Advisor Group, LLC | 359,329 | $7.96M | 0.05% | +21,748+6.4% | Added |
| Romano Brothers and Company | 356,439 | $7.90M | 1.02% | +2,202+0.6% | Added |
| Beacon Pointe Advisors, LLC | 316,178 | $7.01M | 0.08% | +52,588+20.0% | Added |
| Kestra Advisory Services, LLC | 314,641 | $6.97M | 0.03% | −12,296−3.8% | Reduced |
| Pathstone Holdings, LLC | 310,792 | $6.89M | 0.03% | +797+0.3% | Added |
| Foundations Investment Advisors, LLC | 309,174 | $6.85M | 0.13% | +14,646+5.0% | Added |
| Foresight Capital Management Advisors, Inc. | 299,902 | $6.65M | 4.12% | +5,521+1.9% | Added |
| Blair William & Co | 295,602 | $6.55M | 0.02% | +14,897+5.3% | Added |
| Carnegie Capital Asset Management, LLC | 322,812 | $6.23M | 0.15% | +13,790+4.5% | Added |
| Davenport & Co LLC | 280,776 | $6.22M | 0.04% | −15,191−5.1% | Reduced |
| Barclays PLC | 279,534 | $6.19M | 0.00% | +78,813+39.3% | Added |
| Smith Asset Management Co., LLC | 275,616 | $6.11M | 5.76% | +5,891+2.2% | Added |
| Independent Financial Group, LLC | 274,473 | $6.08M | 0.21% | −7,419−2.6% | Reduced |
| Evergreen Capital Management LLC | 273,038 | $6.05M | 0.20% | −103,549−27.5% | Reduced |
| Sargent Investment Group, LLC | 264,149 | $5.85M | 0.93% | +594+0.2% | Added |
| Hilton Capital Management, LLC | 254,082 | $5.63M | 0.48% | −60,994−19.4% | Reduced |
| Kavar Capital Partners Group, LLC | 253,767 | $5.62M | 0.94% | +14,544+6.1% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 252,555 | $5.60M | 0.03% | −23,070−8.4% | Reduced |
| Mirador Capital Partners LP | 247,028 | $5.47M | 0.96% | +4,217+1.7% | Added |
| Allspring Global Investments Holdings, LLC | 241,119 | $5.34M | 0.01% | +1,776+0.7% | Added |
| Creative Planning | 240,557 | $5.33M | 0.01% | −25,670−9.6% | Reduced |
| Challenger Wealth Management | 237,939 | $5.27M | 4.18% | +20,941+9.7% | Added |
| Tocqueville Asset Management L.P. | 236,052 | $5.23M | 0.09% | +210,622+828.2% | Added |
| Mesirow Financial Investment Management, Inc. | 232,455 | $5.15M | 0.10% | +1,801+0.8% | Added |
| Salem Investment Counselors Inc | 231,915 | $5.14M | 0.18% | +4,775+2.1% | Added |
| Apollon Wealth Management, LLC | 229,630 | $5.09M | 0.11% | +47,999+26.4% | Added |
| Rathbone Brothers plc | 228,292 | $5.06M | 0.02% | +54,182+31.1% | Added |
| Baugh & Associates, LLC | 236,474 | $5.02M | 2.54% | +140+0.1% | Added |
| Truvestments Capital LLC | 226,358 | $5.02M | 1.09% | +53,163+30.7% | Added |
| New England Asset Management Inc | 225,900 | $5.01M | 0.81% | 00.0% | Unchanged |
| Condor Capital Management | 221,332 | $4.90M | 0.46% | +20,698+10.3% | Added |
| Wambolt & Associates, LLC | 215,245 | $4.80M | 1.63% | −1,294−0.6% | Reduced |
| Manufacturers Life Insurance Company, The | 212,906 | $4.72M | 0.00% | −20,550−8.8% | Reduced |
| Mariner, LLC | 212,399 | $4.71M | 0.01% | +21,721+11.4% | Added |
| Perennial Advisors, LLC | 207,390 | $4.60M | 0.92% | +16,350+8.6% | Added |
| Hennion & Walsh Asset Management, Inc. | 205,329 | $4.55M | 0.20% | +12,488+6.5% | Added |
| SlateStone Wealth, LLC | 201,924 | $4.47M | 0.45% | −15,142−7.0% | Reduced |
| Crestwood Advisors Group LLC | 200,216 | $4.44M | 0.08% | +38,911+24.1% | Added |
| Captrust Financial Advisors | 198,735 | $4.40M | 0.01% | +4,610+2.4% | Added |
| Warren Averett Asset Management, LLC | 198,128 | $4.39M | 0.05% | +2,145+1.1% | Added |
| Prairiewood Capital, LLC | 196,221 | $4.35M | 1.77% | +15,379+8.5% | Added |
| First National Trust Co | 191,136 | $4.24M | 0.17% | 00.0% | Unchanged |
| Cottage Street Advisors LLC | 188,142 | $4.17M | 2.09% | +1,047+0.6% | Added |
| International Assets Investment Management, LLC | 187,706 | $4.16M | 0.36% | +6,828+3.8% | 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 |
| Avantax Advisory Services, Inc. | 186,070 | $4.12M | 0.03% | +80,204+75.8% | Added |
| Clear Creek Financial Management, LLC | 185,015 | $4.10M | 0.43% | +2,626+1.4% | Added |
| AE Wealth Management LLC | 184,575 | $4.09M | 0.03% | +10,293+5.9% | Added |
| CIBC World Markets Inc. | 183,952 | $4.08M | 0.01% | +8,048+4.6% | Added |
| Wiley Bros.-Aintree Capital, LLC | 179,567 | $3.97M | 0.04% | +7,263+4.2% | Added |
| Parkwood LLC | 178,402 | $3.95M | 0.39% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 178,173 | $3.95M | 0.19% | −1,690−0.9% | Reduced |
| Erste Asset Management GmbH | 174,800 | $3.91M | 0.05% | −9,200−5.0% | Reduced |
| Round Rock Advisors, LLC | 171,263 | $3.80M | 0.70% | +102,211+148.0% | Added |
| Joel Isaacson & Co., LLC | 170,971 | $3.79M | 0.17% | +2,898+1.7% | Added |
| Uniplan Investment Counsel, Inc. | 170,864 | $3.79M | 0.37% | −6,616−3.7% | Reduced |
| Granite FO LLC | 169,665 | $3.76M | 2.14% | −7,300−4.1% | Reduced |
| Focus Financial Network, Inc. | 168,777 | $3.74M | 0.15% | −5,211−3.0% | Reduced |
| Generali Investments CEE, investicni spolecnost, a.s. | 168,049 | $3.72M | 0.35% | +168,049 | New |
| Financial Management Network Inc | 192,019 | $3.71M | 0.83% | +192,019 | New |
| Nebula Research & Development LLC | 167,272 | $3.71M | 0.34% | +167,272 | New |
| Texas Capital Bank Wealth Management Services Inc | 166,924 | $3.70M | 0.37% | +12,190+7.9% | Added |
| HB Wealth Management, LLC | 164,579 | $3.65M | 0.03% | −12,439−7.0% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 164,456 | $3.64M | 0.19% | −10,457−6.0% | Reduced |
| Sigma Planning Corp | 163,519 | $3.62M | 0.12% | +15,528+10.5% | Added |
| Marathon Capital Management | 163,035 | $3.61M | 0.96% | +295+0.2% | Added |
| Comerica Bank | 162,792 | $3.61M | 0.02% | −903−0.6% | Reduced |
| Brown Advisory Inc | 159,911 | $3.54M | 0.01% | −3,095−1.9% | Reduced |
| Bank of New York Mellon Corp | 159,766 | $3.54M | 0.00% | +20,552+14.8% | Added |
| Copperwynd Financial, LLC | 159,731 | $3.54M | 0.98% | −446−0.3% | Reduced |
| State Street Corp | 158,534 | $3.51M | 0.00% | +81,711+106.4% | Added |
| Change Path, LLC | 157,906 | $3.50M | 0.10% | +3,226+2.1% | Added |
| BBR Partners, LLC | 156,198 | $3.46M | 0.24% | +60.0% | Added |
| Providence Capital Advisors, LLC | 154,676 | $3.43M | 0.71% | +1,291+0.8% | Added |
| Curated Wealth Partners LLC | 153,208 | $3.40M | 0.44% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 153,180 | $3.39M | 0.01% | +33,136+27.6% | Added |
| Mutual Advisors, LLC | 160,566 | $3.39M | 0.10% | −10,993−6.4% | Reduced |
| EWG Elevate Inc. | 152,084 | $3.37M | 1.28% | +4,451+3.0% | Added |
| U.S. Capital Wealth Advisors, LLC | 150,219 | $3.33M | 0.10% | +1,135+0.8% | Added |
| Community Trust & Investment Co | 149,618 | $3.32M | 0.21% | −4,887−3.2% | Reduced |
| IHT Wealth Management, LLC | 148,084 | $3.28M | 0.10% | +964+0.7% | Added |
| Truist Financial Corp | 146,717 | $3.25M | 0.01% | +2,578+1.8% | Added |
| Atria Wealth Solutions, Inc. | 145,211 | $3.22M | 0.04% | −19,898−12.1% | Reduced |
| Susquehanna International Group, LLP | 144,342 | $3.20M | 0.01% | −19,601−12.0% | Reduced |
| Waterloo Capital, L.P. | 144,314 | $3.20M | 0.30% | +5,715+4.1% | Added |
| Banque Cantonale Vaudoise | 144,000 | $3.19M | 0.14% | +144,000 | New |
| CWM, LLC | 142,168 | $3.15M | 0.01% | +520.0% | Added |
| Cornerstone Select Advisors, LLC | 141,291 | $3.13M | 2.96% | +13,159+10.3% | Added |
| Jane Street Group, LLC | 140,013 | $3.10M | 0.01% | +117,685+527.1% | Added |
| BluePointe Capital Management, LLC | 139,387 | $3.09M | 1.18% | +26,965+24.0% | Added |
| Baker Avenue Asset Management, LP | 139,277 | $3.09M | 0.10% | +2,447+1.8% | Added |
| Rollins Financial Advisors, LLC | 138,139 | $3.06M | 0.53% | +12,838+10.2% | Added |
| Ieq Capital, LLC | 136,097 | $3.02M | 0.02% | +37,821+38.5% | Added |