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 |
|---|---|---|---|---|---|
| Morningstar Investment Management LLC | 18,669 | $414.0K | 0.04% | +18,669 | New |
| Cyndeo Wealth Partners, LLC | 18,680 | $413.9K | 0.03% | −468−2.4% | Reduced |
| Cypress Wealth Services, LLC | 18,642 | $413.1K | 0.08% | +215+1.2% | Added |
| Generation Capital Management LLC | 18,600 | $412.2K | 0.37% | −150−0.8% | Reduced |
| Tradition Wealth Management, LLC | 18,584 | $411.8K | 0.04% | +213+1.2% | Added |
| Fortis Capital Advisors, LLC | 18,517 | $410.3K | 0.08% | +1,232+7.1% | Added |
| Fullcircle Wealth LLC | 19,071 | $405.3K | 0.17% | +19,071 | New |
| XML Financial, LLC | 18,009 | $399.1K | 0.04% | +371+2.1% | Added |
| Intrua Financial, LLC | 17,980 | $398.4K | 0.06% | +2,377+15.2% | Added |
| Prospera Financial Services Inc | 17,771 | $393.8K | 0.01% | +1,151+6.9% | Added |
| LVW Advisors, LLC | 17,524 | $388.3K | 0.05% | +118+0.7% | Added |
| Compass Capital Corp | 17,196 | $379.1K | 0.20% | 00.0% | Unchanged |
| MAI Capital Management | 17,096 | $378.8K | 0.00% | −10.0% | Reduced |
| Financial Advisory Service, Inc. | 17,086 | $378.6K | 0.03% | −1,718−9.1% | Reduced |
| Callahan Advisors, LLC | 17,027 | $377.3K | 0.04% | +17,027 | New |
| DeepCurrents Investment Group LLC | 17,007 | $376.9K | 0.01% | 00.0% | Unchanged |
| Castle Rock Wealth Management, LLC | 16,963 | $376.7K | 0.10% | 00.0% | Unchanged |
| Bank of Montreal | 16,982 | $376.3K | 0.00% | +1,396+9.0% | Added |
| Quantinno Capital Management LP | 16,943 | $375.5K | 0.00% | +5,622+49.7% | Added |
| Adaptive Financial Consulting, LLC | 16,830 | $373.0K | 0.16% | 00.0% | Unchanged |
| CTC Alternative Strategies, Ltd. | 16,800 | $372.3K | 0.46% | +16,800 | New |
| Optimum Investment Advisors | 16,749 | $371.2K | 0.17% | −1,050−5.9% | Reduced |
| Clark Financial Services Group Inc | 16,747 | $371.1K | 0.26% | +6,543+64.1% | Added |
| Fiduciary Alliance LLC | 16,720 | $370.5K | 0.04% | −1,466−8.1% | Reduced |
| Miracle Mile Advisors, LLC | 16,676 | $369.5K | 0.01% | −1,036−5.8% | Reduced |
| D L Carlson Investment Group Inc | 16,528 | $366.3K | 0.07% | −988−5.6% | Reduced |
| LexAurum Advisors, LLC | 16,518 | $366.0K | 0.07% | +16,518 | New |
| Tyche Wealth Partners LLC | 16,477 | $365.1K | 0.08% | +22+0.1% | Added |
| AQR Capital Management LLC | 16,502 | $364.9K | 0.00% | +1,000+6.5% | Added |
| Worth Asset Management, LLC | 16,347 | $362.3K | 0.20% | +429+2.7% | Added |
| Kentucky Trust Co | 16,328 | $361.8K | 0.22% | +15+0.1% | Added |
| PDS Planning, Inc | 16,166 | $358.2K | 0.03% | +3,063+23.4% | Added |
| Sagespring Wealth Partners, LLC | 16,050 | $355.7K | 0.01% | −643−3.9% | Reduced |
| JT Stratford LLC | 16,035 | $355.3K | 0.06% | −1,239−7.2% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 15,950 | $353.0K | 0.00% | 00.0% | Unchanged |
| TrueMark Investments, LLC | 15,889 | $352.1K | 0.09% | +5,097+47.2% | Added |
| Jones Financial Companies LLLP | 15,776 | $348.8K | 0.00% | +6,889+77.5% | Added |
| Gradient Investments LLC | 15,574 | $345.1K | 0.01% | −4,930−24.0% | Reduced |
| Acorn Creek Capital LLC | 15,408 | $341.4K | 0.17% | +3,191+26.1% | Added |
| Deutsche Bank AG | 15,340 | $339.9K | 0.00% | −1,888−11.0% | Reduced |
| WealthPLAN Partners, LLC | 15,296 | $339.0K | 0.05% | +36+0.2% | Added |
| Moody National Bank Trust Division | 15,178 | $336.3K | 0.04% | 00.0% | Unchanged |
| Merkkuri Wealth Advisors LLC | 15,117 | $335.0K | 0.29% | 00.0% | Unchanged |
| Oregon Pacific Wealth Management, LLC | 15,068 | $333.9K | 0.33% | +389+2.7% | Added |
| Firestone Capital Management | 14,850 | $329.1K | 0.09% | 00.0% | Unchanged |
| Webster Bank, N. A. | 14,802 | $328.0K | 0.04% | 00.0% | Unchanged |
| Severin Investments, LLC | 14,779 | $327.5K | 0.33% | +701+5.0% | Added |
| Csenge Advisory Group | 16,013 | $326.7K | 0.02% | −263−1.6% | Reduced |
| Centaurus Financial, Inc. | 14,615 | $324.0K | 0.02% | −60−0.4% | Reduced |
| O'Rourke & Company, Inc | 14,574 | $323.0K | 0.16% | −49−0.3% | Reduced |
| Beck Capital Management, LLC | 14,512 | $321.6K | 0.09% | −1,154−7.4% | Reduced |
| Bridgefront Capital, LLC | 14,461 | $320.5K | 0.09% | +14,461 | New |
| Secure Asset Management, LLC | 14,433 | $319.8K | 0.06% | −586−3.9% | Reduced |
| Scotia Capital Inc. | 14,350 | $318.0K | 0.00% | −2,600−15.3% | Reduced |
| GTS Securities LLC | 14,243 | $315.6K | 0.01% | +14,243 | New |
| EP Wealth Advisors, LLC | 14,238 | $315.5K | 0.00% | +14,238 | New |
| Thrivent Financial for Lutherans | 14,544 | $314.0K | 0.00% | 00.0% | Unchanged |
| Millennium Capital Advisors, LLC | 14,135 | $313.2K | 0.23% | 00.0% | Unchanged |
| Diversify Wealth Management, LLC | 15,117 | $312.5K | 0.02% | +2,031+15.5% | Added |
| NWF Advisory Services Inc. | 14,036 | $311.0K | 0.04% | −4,069−22.5% | Reduced |
| Highlander Partners, L.P. | 14,000 | $310.2K | 0.19% | 00.0% | Unchanged |
| Consolidated Portfolio Review Corp | 13,907 | $308.2K | 0.05% | +4,093+41.7% | Added |
| Buckingham Strategic Partners | 13,905 | $308.1K | 0.00% | +13,905 | New |
| Signature Estate & Investment Advisors LLC | 13,808 | $306.0K | 0.01% | +138+1.0% | Added |
| Stonegate Investment Group, LLC | 13,796 | $305.7K | 0.01% | +2,644+23.7% | Added |
| Park Avenue Securities LLC | 13,677 | $303.0K | 0.00% | −4,662−25.4% | Reduced |
| Tyler-Stone Wealth Management | 13,662 | $302.7K | 0.05% | +260+1.9% | Added |
| Caliber Wealth Management, LLC | 13,629 | $302.0K | 0.04% | +13,629 | New |
| Calton & Associates, Inc. | 13,554 | $300.4K | 0.07% | +13,554 | New |
| Patriot Financial Group Insurance Agency, LLC | 13,500 | $299.2K | 0.04% | +277+2.1% | Added |
| Meridian Wealth Advisors, LLC | 13,500 | $299.2K | 0.05% | 00.0% | Unchanged |
| Penbrook Management LLC | 13,490 | $298.9K | 0.23% | +2,600+23.9% | Added |
| 5T Wealth, LLC | 13,444 | $298.0K | 0.17% | −7,052−34.4% | Reduced |
| Sage Investment Counsel LLC | 13,420 | $297.4K | 0.38% | +30+0.2% | Added |
| CoreCap Advisors, LLC | 13,373 | $296.4K | 0.01% | +1,346+11.2% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 13,374 | $295.7K | 0.05% | −75−0.6% | Reduced |
| Western Pacific Wealth Management, LP | 13,314 | $295.0K | 0.27% | 00.0% | Unchanged |
| Douglass Winthrop Advisors, LLC | 13,065 | $289.5K | 0.01% | +90+0.7% | Added |
| Pinnacle Financial Partners Inc | 13,218 | $289.3K | 0.01% | −2,420−15.5% | Reduced |
| J.Safra Asset Management Corp | 13,043 | $289.0K | 0.02% | +5,111+64.4% | Added |
| JustInvest LLC | 13,042 | $289.0K | 0.00% | −5,457−29.5% | Reduced |
| Seven Mile Advisory | 13,000 | $288.1K | 0.19% | 00.0% | Unchanged |
| Commons Capital, LLC | 13,000 | $288.1K | 0.26% | +3,000+30.0% | Added |
| Kornitzer Capital Management Inc | 12,994 | $287.9K | 0.01% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 12,919 | $286.3K | 0.02% | +284+2.2% | Added |
| Anfield Capital Management, LLC | 12,816 | $284.0K | 0.10% | +1,127+9.6% | Added |
| Pensionmark Financial Group, LLC | 12,718 | $281.8K | 0.01% | +197+1.6% | Added |
| Tiaa Trust, National Association | 12,691 | $281.2K | 0.00% | +1,287+11.3% | Added |
| Autumn Glory Partners, LLC | 12,535 | $277.8K | 0.14% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 12,498 | $277.0K | 0.04% | +2,909+30.3% | Added |
| Sage Mountain Advisors LLC | 12,484 | $276.6K | 0.02% | 00.0% | Unchanged |
| Capital Management Associates, Inc | 12,454 | $276.0K | 0.06% | +2,490+25.0% | Added |
| Virtue Capital Management, LLC | 12,445 | $275.8K | 0.03% | +12,445 | New |
| Cornerstone Advisory, LLC | 13,267 | $274.4K | 0.03% | +60.0% | Added |
| Northwestern Mutual Wealth Management Co | 12,334 | $273.3K | 0.00% | +3,554+40.5% | Added |
| Dynamic Technology Lab Private Ltd | 12,330 | $273.0K | 0.04% | +12,330 | New |
| National Philanthropic Trust | 12,291 | $272.4K | 0.00% | +12,291 | New |
| Jump Financial, LLC | 12,204 | $270.4K | 0.00% | −137,803−91.9% | Reduced |
| Oakwell Private Wealth Management, LLC | 12,100 | $268.1K | 0.07% | +1,000+9.0% | Added |
| Fulton Breakefield Broenniman LLC | 12,082 | $267.7K | 0.02% | 00.0% | Unchanged |