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 |
|---|---|---|---|---|---|
|
Westbourne Investment Advisors, Inc.
|
Oct 20, 2025 Q3 2025 |
44,196
shares
|
$893,201
0.25% of portfolio
|
Q3 2025
Added 12.18%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
44,054
shares
|
$890,331
0.04% of portfolio
|
Q3 2025
Added 67.15%
|
|
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
Nov 05, 2025 Q3 2025 |
43,689
shares
|
$882,954
0.59% of portfolio
|
Q3 2025
Added 62.14%
|
|
|
Simon Quick Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
43,525
shares
|
$879,640
0.04% of portfolio
|
Q3 2025
Added 151.36%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Nov 10, 2025 Q3 2025 |
43,443
shares
|
$877,983
0.01% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Port Capital LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
43,000
shares
|
$869,030
0.05% of portfolio
|
Q4 2023
Added 138.89%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
42,460
shares
|
$858,116
0.05% of portfolio
|
Q3 2025
Added 2.46%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Oct 23, 2025 Q3 2025 |
42,394
shares
|
$856,782
0.32% of portfolio
|
Q3 2025
Added 1.25%
|
|
|
Engineers Gate Manager LP
New York, NY |
Nov 14, 2025 Q3 2025 |
42,249
shares
|
$853,852
0.01% of portfolio
|
Q3 2025
Reduced 37.62%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
41,971
shares
|
$848,233
0.01% of portfolio
|
Q3 2025
Added 7.48%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 07, 2025 Q3 2025 |
41,968
shares
|
$848,173
0.6% of portfolio
|
Q3 2025
Added 0.92%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
41,394
shares
|
$836,572
0.05% of portfolio
|
Q3 2025
Added 1.6%
|
|
|
New Square Capital LLC
|
Nov 12, 2025 Q3 2025 |
41,230
shares
|
$833,258
0.06% of portfolio
|
Q3 2025
Added 11.23%
|
|
|
Bank Ozk
|
Nov 13, 2025 Q3 2025 |
41,166
shares
|
$831,964
0.31% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
40,445
shares
|
$817,393
0.05% of portfolio
|
Q3 2022
Added 4.23%
|
|
|
Mqs Management LLC
|
Nov 06, 2025 Q3 2025 |
40,378
shares
|
$816,039
0.48% of portfolio
|
Q3 2025
Added 120.06%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
39,888
shares
|
$806,136
0.0% of portfolio
|
Q3 2025
Added 61.11%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Oct 27, 2025 Q3 2025 |
39,807
shares
|
$804,499
0.25% of portfolio
|
Q3 2025
Added 12.54%
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Oct 14, 2025 Q3 2025 |
39,787
shares
|
$804,095
0.34% of portfolio
|
Q3 2025
Reduced 22.22%
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
39,452
shares
|
$797,324
0.05% of portfolio
|
Q3 2025
Added 0.92%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
39,370
shares
|
$795,667
0.02% of portfolio
|
Q3 2025
Reduced 5.98%
|
|
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
Oct 20, 2025 Q3 2025 |
39,257
shares
|
$793,383
0.65% of portfolio
|
Q3 2025
Added 3.15%
|
|
|
Monument Capital Management
|
Oct 14, 2025 Q3 2025 |
39,206
shares
|
$792,353
0.2% of portfolio
|
Q3 2025
Added 69.5%
|
|
|
Wespac Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
38,985
shares
|
$787,886
0.55% of portfolio
|
Q3 2025
Added 5.49%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
38,412
shares
|
$776,306
0.04% of portfolio
|
Q3 2025
Reduced 43.03%
|
|