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 |
|---|---|---|---|---|---|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
21,944
shares
|
$443,488
0.1% of portfolio
|
Q3 2024
Added 1.11%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
21,768
shares
|
$439,931
0.16% of portfolio
|
Q4 2022
Reduced 94.59%
|
|
|
Griffin Asset Management, Inc.
|
Oct 16, 2025 Q3 2025 |
21,753
shares
|
$439,628
0.05% of portfolio
|
Q3 2025
Reduced 68.31%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
21,653
shares
|
$437,607
0.03% of portfolio
|
Q3 2025
Added 13.52%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Oct 23, 2025 Q3 2025 |
21,562
shares
|
$435,768
0.17% of portfolio
|
Q3 2025
Added 1.63%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
21,552
shares
|
$435,565
0.12% of portfolio
|
Q2 2023
Added 16.79%
|
|
|
Intrua Financial, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
21,550
shares
|
$435,525
0.05% of portfolio
|
Q3 2025
Added 11.46%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2025 Q3 2025 |
21,540
shares
|
$435,323
0.1% of portfolio
|
Q4 2024
Added 4.49%
|
|
|
Western Financial Corporation
|
Nov 03, 2022 Q3 2022 |
21,292
shares
|
$430,311
0.25% of portfolio
|
Q3 2022
Added 2.52%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
21,179
shares
|
$428,027
0.02% of portfolio
|
Q3 2025
Added 53.7%
|
|
|
Le Clair Wealth Partners LLC
Dublin, OH |
Nov 12, 2025 Q3 2025 |
21,087
shares
|
$426,168
0.27% of portfolio
|
Q2 2025
Reduced 6.23%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
21,080
shares
|
$426,026
0.02% of portfolio
|
Q2 2020
Reduced 13.68%
|
|
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
Nov 13, 2025 Q3 2025 |
20,959
shares
|
$423,581
0.23% of portfolio
|
Q1 2025
Added 3.71%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
20,821
shares
|
$420,792
0.01% of portfolio
|
Q3 2025
Added 1.74%
|
|
|
Prostatis Group LLC
Hanover, MD |
Nov 04, 2025 Q3 2025 |
20,743
shares
|
$419,216
0.11% of portfolio
|
Q3 2025
Reduced 6.71%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
20,684
shares
|
$418,023
0.91% of portfolio
|
Q3 2023
Added 0.98%
|
|
|
Prosperity Consulting Group, LLC
|
Nov 14, 2025 Q3 2025 |
20,437
shares
|
$413,031
0.02% of portfolio
|
Q3 2025
Added 2.14%
|
|
|
Eight 31 Financial LLC
Midland, TX |
Nov 13, 2025 Q3 2025 |
20,405
shares
|
$412,385
0.23% of portfolio
|
Q3 2025
Added 2.34%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
20,313
shares
|
$410,525
0.04% of portfolio
|
Q3 2025
Reduced 3.88%
|
|
|
Future Financial Wealth Managment LLC
|
Oct 15, 2025 Q3 2025 |
20,300
shares
|
$410,263
0.26% of portfolio
|
Q1 2025
Added 2.53%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Nov 12, 2025 Q3 2025 |
20,185
shares
|
$407,938
0.05% of portfolio
|
Q4 2023
Added 17.12%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
20,185
shares
|
$407,938
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
20,131
shares
|
$406,847
0.02% of portfolio
|
Q3 2025
Reduced 83.59%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
20,009
shares
|
$404,381
0.01% of portfolio
|
Q3 2025
Reduced 1.71%
|
|
|
American National Bank
|
Oct 21, 2025 Q3 2025 |
20,000
shares
|
$404,200
0.04% of portfolio
|
Q3 2025
New holding
|
|