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 |
|---|---|---|---|---|---|
|
Monetary Management Group Inc
St Louis, MO |
Nov 12, 2025 Q3 2025 |
876
shares
|
$17,703
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 28, 2025 Q3 2025 |
835
shares
|
$16,875
0.01% of portfolio
|
Q2 2024
Reduced 21.23%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Oct 24, 2025 Q3 2025 |
807
shares
|
$16,309
0.0% of portfolio
|
Q1 2025
Reduced 30.49%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
790
shares
|
$15,965
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
766
shares
|
$15,480
0.0% of portfolio
|
Q3 2025
Added 489.23%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
750
shares
|
$15,157
0.04% of portfolio
|
Q2 2022
New holding
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
729
shares
|
$14,733
0.01% of portfolio
|
Q3 2025
Reduced 12.06%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
728
shares
|
$14,712
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
719
shares
|
$14,530
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Curat Global, LLC
Springfield, NH |
Oct 28, 2025 Q3 2025 |
710
shares
|
$14,349
0.01% of portfolio
|
Q3 2025
Added 2.31%
|
|
|
Asset Planning,Inc
Cypress, CA |
Oct 23, 2025 Q3 2025 |
700
shares
|
$14,147
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Oct 14, 2025 Q3 2025 |
700
shares
|
$14,147
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Dt Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
689
shares
|
$13,924
0.0% of portfolio
|
Q2 2025
Added 2.07%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Nov 13, 2025 Q3 2025 |
680
shares
|
$13,742
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
629
shares
|
$12,712
0.01% of portfolio
|
Q3 2025
Added 2.28%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Oct 29, 2025 Q3 2025 |
610
shares
|
$12,328
0.0% of portfolio
|
Q2 2025
Added 2.01%
|
|
|
Morse Asset Management, Inc
Darien, CT |
Nov 13, 2025 Q3 2025 |
600
shares
|
$12,126
0.0% of portfolio
|
Q1 2025
Reduced 25.0%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
512
shares
|
$10,347
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
500
shares
|
$10,105
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
500
shares
|
$10,105
0.0% of portfolio
|
Q2 2022
Added 1.82%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
498
shares
|
$10,064
0.0% of portfolio
|
Q3 2025
Added 2.26%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 02, 2025 Q3 2025 |
477
shares
|
$9,640
0.0% of portfolio
|
Q3 2025
Reduced 14.82%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
468
shares
|
$9,458
0.0% of portfolio
|
Q2 2025
Reduced 3.51%
|
|
|
United Financial Planning Group LLC
Hauppauge, NY |
Nov 13, 2025 Q3 2025 |
465
shares
|
$9,397
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Oct 23, 2025 Q3 2025 |
458
shares
|
$9,256
0.0% of portfolio
|
Q4 2024
New holding
|
|