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 |
|---|---|---|---|---|---|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
204,054
shares
|
$4.12 Million
0.04% of portfolio
|
Q3 2025
Added 2.06%
|
|
|
Wambolt & Associates, LLC
|
Aug 12, 2025 Q2 2025 |
201,706
shares
|
$4.08 Million
1.51% of portfolio
|
Q2 2025
Reduced 6.29%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 14, 2025 Q3 2025 |
200,664
shares
|
$4.06 Million
0.79% of portfolio
|
Q3 2025
Reduced 10.55%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
198,882
shares
|
$4.02 Million
0.09% of portfolio
|
Q3 2025
Added 11.59%
|
|
|
Jump Financial, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
195,835
shares
|
$3.96 Million
0.05% of portfolio
|
Q3 2025
Added 31.33%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
195,407
shares
|
$3.95 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.0%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
194,914
shares
|
$3.94 Million
0.03% of portfolio
|
Q3 2025
Added 6.24%
|
|
|
Erste Asset Management Gmb H
Vienna, C4 |
Nov 12, 2025 Q3 2025 |
194,000
shares
|
$3.92 Million
0.04% of portfolio
|
Q2 2025
Added 10.98%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
192,557
shares
|
$3.89 Million
0.16% of portfolio
|
Q3 2025
Added 2.77%
|
|
|
First National Trust CO
|
Nov 06, 2025 Q3 2025 |
191,136
shares
|
$3.86 Million
0.14% of portfolio
|
Q4 2024
Added 98.01%
|
|
|
Clear Creek Financial Management, LLC
|
Nov 07, 2025 Q3 2025 |
190,769
shares
|
$3.86 Million
0.37% of portfolio
|
Q3 2025
Reduced 0.38%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
189,191
shares
|
$3.82 Million
0.14% of portfolio
|
Q4 2023
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
187,470
shares
|
$3.79 Million
0.04% of portfolio
|
Q1 2025
Reduced 2.77%
|
|
|
Financial Management Network Inc
|
Oct 28, 2025 Q3 2025 |
183,961
shares
|
$3.72 Million
0.74% of portfolio
|
Q3 2025
Reduced 4.01%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Nov 13, 2025 Q3 2025 |
183,256
shares
|
$3.7 Million
0.32% of portfolio
|
Q3 2025
Added 3.76%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 06, 2025 Q3 2025 |
182,707
shares
|
$3.69 Million
0.01% of portfolio
|
Q3 2025
Added 2.0%
|
|
|
Cottage Street Advisors LLC
|
Nov 12, 2025 Q3 2025 |
182,530
shares
|
$3.69 Million
1.58% of portfolio
|
Q3 2025
Added 1.97%
|
|
|
Parkwood LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
178,402
shares
|
$3.61 Million
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
176,308
shares
|
$3.56 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.4%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 29, 2025 Q3 2025 |
174,621
shares
|
$3.53 Million
0.13% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Slate Stone Wealth, LLC
|
Nov 05, 2025 Q3 2025 |
170,548
shares
|
$3.45 Million
0.3% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Icon Advisers Inc
Greenwood Village, CO |
Nov 17, 2025 Q3 2025 |
169,856
shares
|
$3.43 Million
0.79% of portfolio
|
Q3 2025
New holding
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
168,076
shares
|
$3.4 Million
0.02% of portfolio
|
Q3 2025
Added 25.21%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
167,756
shares
|
$3.39 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.44%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
166,949
shares
|
$3.37 Million
0.02% of portfolio
|
Q2 2023
Reduced 78.33%
|
|