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 |
|---|---|---|---|---|---|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
182,389
shares
|
$4.32 Million
0.46% of portfolio
|
Q4 2024
Added 3.83%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
181,631
shares
|
$4.3 Million
0.09% of portfolio
|
Q4 2024
Added 56.19%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
180,878
shares
|
$4.28 Million
0.34% of portfolio
|
Q4 2024
Reduced 94.99%
|
|
|
Prairiewood Capital, LLC
|
Jan 16, 2025 Q4 2024 |
180,842
shares
|
$4.28 Million
1.7% of portfolio
|
Q4 2024
Added 6.34%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
177,018
shares
|
$4.19 Million
0.04% of portfolio
|
Q4 2024
Added 5.84%
|
|
|
Granite Fo LLC
Bedford, NH |
Oct 18, 2024 Q3 2024 |
176,965
shares
|
$4.19 Million
2.1% of portfolio
|
Q3 2024
Reduced 25.63%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
176,696
shares
|
$4.18 Million
0.18% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
175,904
shares
|
$4.16 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.54%
|
|
|
Uniplan Investment Counsel, Inc.
Union Grove, WI |
Nov 14, 2024 Q3 2024 |
175,725
shares
|
$4.16 Million
0.34% of portfolio
|
Q3 2024
Reduced 5.78%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
173,988
shares
|
$4.12 Million
0.15% of portfolio
|
Q4 2024
Added 20.42%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
171,559
shares
|
$4.06 Million
0.11% of portfolio
|
Q4 2024
Added 3.74%
|
|
|
Joel Isaacson & Co., LLC
|
Jan 28, 2025 Q4 2024 |
168,073
shares
|
$3.98 Million
0.17% of portfolio
|
Q4 2024
Added 41.75%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
166,949
shares
|
$3.95 Million
0.02% of portfolio
|
Q2 2023
Reduced 78.33%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
165,109
shares
|
$3.91 Million
0.04% of portfolio
|
Q4 2024
Added 7.47%
|
|
|
Marathon Capital Management
Hunt Valley, MD |
Nov 14, 2024 Q3 2024 |
164,915
shares
|
$3.9 Million
0.87% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
163,942
shares
|
$3.88 Million
0.61% of portfolio
|
Q3 2024
Added 2.92%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 13, 2024 Q3 2024 |
163,884
shares
|
$3.88 Million
0.95% of portfolio
|
Q3 2024
Added 5.41%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
158,218
shares
|
$3.75 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.01%
|
|
|
Bbr Partners, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
156,187
shares
|
$3.7 Million
0.25% of portfolio
|
Q3 2024
Added 0.0%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Nov 05, 2024 Q3 2024 |
156,015
shares
|
$3.69 Million
0.18% of portfolio
|
Q3 2024
Added 3.67%
|
|
|
Community Trust & Investment CO
|
Jan 14, 2025 Q4 2024 |
154,505
shares
|
$3.66 Million
0.21% of portfolio
|
Q4 2024
Added 3.23%
|
|
|
Curated Wealth Partners LLC
|
Jan 21, 2025 Q4 2024 |
153,208
shares
|
$3.63 Million
0.39% of portfolio
|
Q2 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
153,010
shares
|
$3.62 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
152,933
shares
|
$3.62 Million
0.06% of portfolio
|
Q3 2024
Added 100.08%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
152,259
shares
|
$3.6 Million
0.65% of portfolio
|
Q3 2024
Added 0.7%
|