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 853 institutions that hold shares in the stock, with a total of 196 Million shares, which have been reported (via 13F filing form) to have a value of $4.45 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jan 24, 2025 Q4 2024 |
116,200
shares
|
$2.64 Million
0.76% of portfolio
|
Q4 2024
Added 14.57%
|
|
|
Essex Financial Services, Inc.
|
Jan 29, 2025 Q4 2024 |
115,771
shares
|
$2.63 Million
0.19% of portfolio
|
Q4 2024
Reduced 2.57%
|
|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
Feb 05, 2025 Q4 2024 |
115,744
shares
|
$2.63 Million
1.07% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
112,018
shares
|
$2.55 Million
0.14% of portfolio
|
Q4 2024
Reduced 4.57%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
111,421
shares
|
$2.53 Million
0.13% of portfolio
|
Q4 2024
Added 21.35%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
110,384
shares
|
$2.51 Million
0.02% of portfolio
|
Q4 2024
Reduced 4.71%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
109,461
shares
|
$2.49 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.67%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
109,083
shares
|
$2.48 Million
0.03% of portfolio
|
Q2 2024
Reduced 8.52%
|
|
|
Mainstay Capital Management LLC
|
Feb 04, 2025 Q4 2024 |
106,608
shares
|
$2.42 Million
0.39% of portfolio
|
Q4 2024
Added 1.73%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
106,355
shares
|
$2.42 Million
0.04% of portfolio
|
Q4 2024
Added 38.08%
|
|
|
Nissay Asset Management Corp
Tokyo, M0 |
Nov 14, 2024 Q3 2024 |
105,963
shares
|
$2.41 Million
0.01% of portfolio
|
Q3 2024
Added 13.11%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
104,567
shares
|
$2.38 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Taylor Frigon Capital Management LLC
|
Feb 04, 2025 Q4 2024 |
103,937
shares
|
$2.36 Million
1.16% of portfolio
|
Q4 2024
Reduced 1.79%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
103,237
shares
|
$2.35 Million
0.01% of portfolio
|
Q3 2024
Reduced 44.11%
|
|
|
Brendel Financial Advisors LLC
|
Jan 14, 2025 Q4 2024 |
102,972
shares
|
$2.34 Million
1.36% of portfolio
|
Q4 2024
Added 2.62%
|
|
|
Gp Brinson Investments LLC
|
Jan 07, 2025 Q4 2024 |
102,481
shares
|
$2.33 Million
0.93% of portfolio
|
Q4 2023
Reduced 35.3%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
101,591
shares
|
$2.31 Million
0.5% of portfolio
|
Q3 2024
Added 14.19%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
101,043
shares
|
$2.3 Million
0.04% of portfolio
|
Q4 2024
Added 2.61%
|
|
|
Ntb Financial Corp
Centennial, CO |
Aug 09, 2022 Q2 2022 |
100,849
shares
|
$2.29 Million
1.46% of portfolio
|
Q2 2022
Added 5.08%
|
|
|
Palogic Value Management, L.P.
Dallas, TX |
Nov 13, 2024 Q3 2024 |
99,595
shares
|
$2.26 Million
0.83% of portfolio
|
Q3 2024
Added 3.18%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2024 Q3 2024 |
98,706
shares
|
$2.24 Million
0.14% of portfolio
|
Q3 2024
Added 2.08%
|
|
|
Ieq Capital, LLC
|
Jan 31, 2025 Q4 2024 |
98,276
shares
|
$2.23 Million
0.02% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Jan 22, 2025 Q4 2024 |
97,805
shares
|
$2.22 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Golden Green, Inc.
|
Oct 31, 2023 Q3 2023 |
97,265
shares
|
$2.21 Million
1.99% of portfolio
|
Q3 2023
Added 2.5%
|
|
|
First National Trust CO
|
Nov 05, 2024 Q3 2024 |
96,528
shares
|
$2.2 Million
0.08% of portfolio
|
Q3 2024
Added 96.73%
|