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 839 institutions that hold shares in the stock, with a total of 192 Million shares, which have been reported (via 13F filing form) to have a value of $4.49 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
429
shares
|
$10,154
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
425
shares
|
$10,059
0.0% of portfolio
|
Q4 2024
Added 112.5%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
415
shares
|
$9,823
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Jan 22, 2025 Q4 2024 |
400
shares
|
$9,468
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
395
shares
|
$9,349
0.0% of portfolio
|
Q3 2024
Reduced 42.92%
|
|
|
Evolution Advisers, Inc.
|
Jan 29, 2025 Q4 2024 |
318
shares
|
$7,527
0.0% of portfolio
|
Q4 2024
Added 4.61%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
308
shares
|
$7,290
0.0% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
West Branch Capital LLC
|
Jan 17, 2025 Q4 2024 |
274
shares
|
$6,485
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Jan 28, 2025 Q4 2024 |
270
shares
|
$6,390
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 13, 2024 Q3 2024 |
270
shares
|
$6,390
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
268
shares
|
$6,343
0.0% of portfolio
|
Q2 2024
Added 2.68%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
250
shares
|
$5,917
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
I A Global Asset Management Inc.
Quebec, A8 |
Nov 14, 2024 Q3 2024 |
249
shares
|
$5,893
0.0% of portfolio
|
Q3 2024
Reduced 99.9%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Jan 29, 2025 Q4 2024 |
244
shares
|
$5,775
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
230
shares
|
$5,444
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
City Holding CO
|
Jan 16, 2025 Q4 2024 |
225
shares
|
$5,325
0.0% of portfolio
|
Q3 2024
Added 28.57%
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
200
shares
|
$4,734
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Jan 31, 2025 Q4 2024 |
192
shares
|
$4,544
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
188
shares
|
$4,449
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Boyd Watterson Asset Management LLC
|
Oct 22, 2024 Q3 2024 |
170
shares
|
$4,023
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
150
shares
|
$3,550
0.0% of portfolio
|
Q2 2024
Reduced 25.0%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 12, 2024 Q3 2024 |
139
shares
|
$3,290
0.0% of portfolio
|
Q3 2024
Added 2.21%
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
126
shares
|
$2,982
0.0% of portfolio
|
Q3 2024
Reduced 6.67%
|
|
|
Toth Financial Advisory Corp
|
Jan 21, 2025 Q4 2024 |
125
shares
|
$2,958
0.0% of portfolio
|
Q2 2024
Reduced 47.03%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
122
shares
|
$2,887
0.0% of portfolio
|
Q1 2023
Reduced 90.02%
|