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 821 institutions that hold shares in the stock, with a total of 191 Million shares, which have been reported (via 13F filing form) to have a value of $4.21 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 15, 2024 Q3 2024 |
47,691
shares
|
$1.05 Million
0.1% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
Oct 17, 2024 Q3 2024 |
47,669
shares
|
$1.05 Million
0.14% of portfolio
|
Q3 2024
Added 3.73%
|
|
|
Alberta Investment Management Corp
Edmonton, A0 |
Nov 05, 2024 Q3 2024 |
47,300
shares
|
$1.04 Million
0.01% of portfolio
|
Q1 2022
Reduced 59.64%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
47,149
shares
|
$1.04 Million
0.01% of portfolio
|
Q3 2022
Reduced 45.45%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Oct 22, 2024 Q3 2024 |
46,764
shares
|
$1.03 Million
0.52% of portfolio
|
Q3 2024
Added 11.8%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
46,284
shares
|
$1.02 Million
0.02% of portfolio
|
Q1 2024
Added 15.69%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
46,190
shares
|
$1.02 Million
0.07% of portfolio
|
Q3 2022
Reduced 3.55%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
46,128
shares
|
$1.02 Million
0.02% of portfolio
|
Q2 2024
Reduced 21.11%
|
|
|
First National Bank Of Mount Dora, Trust Investment Services
|
Oct 30, 2024 Q3 2024 |
46,002
shares
|
$1.01 Million
0.23% of portfolio
|
Q1 2021
Added 170.78%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
45,942
shares
|
$1.01 Million
0.02% of portfolio
|
Q4 2022
Reduced 1.72%
|
|
|
Accel Wealth Management
|
Oct 15, 2024 Q3 2024 |
45,780
shares
|
$1.01 Million
0.36% of portfolio
|
Q3 2024
Reduced 7.94%
|
|
|
Guild Investment Management, Inc.
|
Oct 09, 2024 Q3 2024 |
45,410
shares
|
$999,474
1.04% of portfolio
|
Q2 2024
Added 0.84%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
44,834
shares
|
$986,796
0.04% of portfolio
|
Q3 2024
Reduced 1.89%
|
|
|
Ascent Group, LLC
|
Nov 14, 2024 Q3 2024 |
44,675
shares
|
$983,296
0.07% of portfolio
|
Q3 2024
Reduced 15.11%
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2024 Q3 2024 |
44,564
shares
|
$980,853
0.43% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
44,370
shares
|
$976,583
0.03% of portfolio
|
Q3 2024
Added 5.52%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
44,035
shares
|
$969,210
0.0% of portfolio
|
Q3 2024
Added 0.92%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Oct 31, 2024 Q3 2024 |
43,972
shares
|
$967,823
0.35% of portfolio
|
Q3 2024
Added 25.6%
|
|
|
Onyx Bridge Wealth Group LLC
|
Oct 16, 2024 Q3 2024 |
43,609
shares
|
$959,834
0.14% of portfolio
|
Q3 2024
Added 1.23%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
43,311
shares
|
$953,275
0.06% of portfolio
|
Q3 2024
Reduced 25.74%
|
|
|
Port Capital LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
43,000
shares
|
$946,430
0.05% of portfolio
|
Q4 2023
Added 138.89%
|
|
|
Zuckerman Investment Group, LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
43,000
shares
|
$946,430
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Scientech Research LLC
Jersey City, NJ |
Nov 14, 2024 Q3 2024 |
42,159
shares
|
$927,919
0.18% of portfolio
|
Q3 2024
Added 48.55%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Oct 23, 2024 Q3 2024 |
41,621
shares
|
$916,078
0.35% of portfolio
|
Q3 2024
Reduced 2.75%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
41,408
shares
|
$911,390
0.03% of portfolio
|
Q3 2024
Added 11.1%
|