Institutional Ownership Ares Capital Corp (ARCC)
This table provides information about the institutional ownership of Ares Capital Corp (ARCC). We have compiled data on the 905 institutions that hold shares in the stock, with a total of 236 Million shares, which have been reported (via 13F filing form) to have a value of $4.77 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
73,495
shares
|
$1.49 Million
0.02% of portfolio
|
Q3 2025
Added 46.83%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Oct 30, 2025 Q3 2025 |
73,372
shares
|
$1.48 Million
0.55% of portfolio
|
Q3 2025
Added 2.75%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Nov 06, 2025 Q3 2025 |
73,108
shares
|
$1.48 Million
0.98% of portfolio
|
Q3 2025
Added 76.3%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
71,975
shares
|
$1.45 Million
0.02% of portfolio
|
Q3 2025
Added 13.07%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
71,679
shares
|
$1.45 Million
0.17% of portfolio
|
Q4 2023
Reduced 4.38%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 14, 2025 Q3 2025 |
71,393
shares
|
$1.44 Million
0.0% of portfolio
|
Q3 2025
Added 7.69%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
71,209
shares
|
$1.44 Million
0.01% of portfolio
|
Q3 2025
Added 7.92%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Nov 13, 2025 Q3 2025 |
70,047
shares
|
$1.42 Million
0.28% of portfolio
|
Q3 2025
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
69,453
shares
|
$1.4 Million
0.02% of portfolio
|
Q3 2025
Reduced 16.26%
|
|
|
Activest Wealth Management
|
Nov 03, 2025 Q3 2025 |
68,502
shares
|
$1.38 Million
0.29% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 30, 2025 Q3 2025 |
68,375
shares
|
$1.38 Million
0.11% of portfolio
|
Q3 2025
Added 7.53%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
68,153
shares
|
$1.38 Million
0.01% of portfolio
|
Q4 2024
Reduced 61.74%
|
|
|
Zuckerman Investment Group, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
68,017
shares
|
$1.37 Million
0.14% of portfolio
|
Q3 2025
Reduced 20.0%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
67,724
shares
|
$1.37 Million
0.03% of portfolio
|
Q3 2025
Added 15.78%
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
Nov 04, 2025 Q3 2025 |
67,634
shares
|
$1.37 Million
0.35% of portfolio
|
Q3 2025
Added 2.83%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 13, 2025 Q3 2025 |
67,610
shares
|
$1.37 Million
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
67,432
shares
|
$1.36 Million
0.07% of portfolio
|
Q3 2025
Reduced 26.14%
|
|
|
Glassy Mountain Advisors, Inc.
|
Nov 06, 2025 Q3 2025 |
67,089
shares
|
$1.36 Million
0.43% of portfolio
|
Q3 2025
Reduced 6.74%
|
|
|
Second Line Capital, LLC
Metairie, LA |
Nov 18, 2025 Q3 2025 |
67,008
shares
|
$1.35 Million
0.33% of portfolio
|
Q3 2025
Added 8.18%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
66,701
shares
|
$1.35 Million
0.01% of portfolio
|
Q3 2025
Added 3.13%
|
|
|
Carnegie Lake Advisors LLC
Princeton, NJ |
Oct 20, 2025 Q3 2025 |
66,166
shares
|
$1.34 Million
0.54% of portfolio
|
Q3 2025
Added 1.0%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
66,057
shares
|
$1.34 Million
0.07% of portfolio
|
Q3 2025
Added 19.97%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
65,595
shares
|
$1.33 Million
0.0% of portfolio
|
Q3 2025
Reduced 92.59%
|
|
|
Permanens Capital L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
65,544
shares
|
$1.32 Million
0.22% of portfolio
|
Q3 2025
Added 0.64%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
65,029
shares
|
$1.31 Million
0.03% of portfolio
|
Q3 2025
Reduced 31.29%
|
|