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 860 institutions that hold shares in the stock, with a total of 201 Million shares, which have been reported (via 13F filing form) to have a value of $4.57 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Beck Capital Management, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
15,321
shares
|
$350,391
0.1% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
15,303
shares
|
$349,979
0.0% of portfolio
|
Q3 2024
Added 16.67%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
15,260
shares
|
$348,996
0.05% of portfolio
|
Q4 2024
Reduced 14.28%
|
|
|
Moody National Bank Trust Division
|
Jan 13, 2025 Q4 2024 |
15,178
shares
|
$347,120
0.04% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Jan 21, 2025 Q4 2024 |
15,117
shares
|
$345,725
0.26% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
15,098
shares
|
$345,291
0.02% of portfolio
|
Q3 2024
Added 4.64%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Nov 13, 2024 Q3 2024 |
15,029
shares
|
$343,713
0.12% of portfolio
|
Q3 2024
Added 3.09%
|
|
|
Secure Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
15,019
shares
|
$343,484
0.05% of portfolio
|
Q4 2024
Added 2.14%
|
|
|
Samjo Capital LLC
|
Nov 14, 2023 Q3 2023 |
15,000
shares
|
$343,050
0.12% of portfolio
|
Q3 2023
New holding
|
|
|
Cowen Prime Advisors LLC
|
Jul 31, 2023 Q2 2023 |
15,000
shares
|
$343,050
0.1% of portfolio
|
Q2 2022
Reduced 25.0%
|
|
|
Firestone Capital Management
|
Nov 14, 2024 Q3 2024 |
14,850
shares
|
$339,619
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Webster Bank, N. A.
|
Jan 22, 2025 Q4 2024 |
14,802
shares
|
$338,521
0.04% of portfolio
|
Q3 2024
Reduced 7.67%
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Jan 24, 2025 Q4 2024 |
14,679
shares
|
$335,708
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Intrua Financial, LLC
Houston, TX |
May 15, 2023 Q1 2023 |
14,589
shares
|
$333,650
0.05% of portfolio
|
Q1 2023
Added 6.78%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
14,544
shares
|
$332,621
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
14,516
shares
|
$331,980
0.13% of portfolio
|
Q1 2023
Reduced 1.64%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
14,463
shares
|
$330,768
0.08% of portfolio
|
Q2 2024
Reduced 24.99%
|
|
|
Capital Financial Services, LLC
|
Jan 23, 2023 Q4 2022 |
14,250
shares
|
$325,897
0.37% of portfolio
|
Q4 2022
Reduced 0.28%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
14,162
shares
|
$323,884
0.0% of portfolio
|
Q3 2024
Added 13.28%
|
|
|
Brandywine Oak Private Wealth LLC
|
Jan 27, 2025 Q4 2024 |
14,159
shares
|
$323,816
0.03% of portfolio
|
Q4 2024
Reduced 25.85%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Feb 06, 2025 Q4 2024 |
14,148
shares
|
$323,564
0.05% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
14,139
shares
|
$323,358
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
14,000
shares
|
$320,180
0.01% of portfolio
|
Q3 2024
Reduced 37.08%
|
|
|
Ulrich Consultants & Investment Group, LLC
Albuquerque, NM |
Aug 04, 2023 Q2 2023 |
14,000
shares
|
$320,180
0.64% of portfolio
|
Q2 2023
Reduced 18.09%
|
|
|
Highlander Partners, L.P.
|
Feb 06, 2025 Q4 2024 |
14,000
shares
|
$320,180
0.19% of portfolio
|
Q2 2024
Reduced 23.35%
|