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 890 institutions that hold shares in the stock, with a total of 203 Million shares, which have been reported (via 13F filing form) to have a value of $4.67 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Port Capital LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
43,000
shares
|
$1 Million
0.05% of portfolio
|
Q4 2023
Added 138.89%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
42,958
shares
|
$999,632
0.07% of portfolio
|
Q4 2024
Added 60.02%
|
|
|
Triumph Capital Management
|
Feb 14, 2025 Q4 2024 |
42,747
shares
|
$994,722
0.35% of portfolio
|
Q4 2024
Reduced 40.9%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Feb 14, 2025 Q4 2024 |
42,747
shares
|
$994,722
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Jan 31, 2025 Q4 2024 |
42,388
shares
|
$986,368
0.38% of portfolio
|
Q4 2024
Added 1.84%
|
|
|
Axa S.A.
Paris, I0 |
Feb 14, 2025 Q4 2024 |
42,378
shares
|
$986,136
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Ozk
|
Feb 05, 2025 Q4 2024 |
41,163
shares
|
$957,863
0.39% of portfolio
|
Q2 2024
Reduced 0.34%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
40,769
shares
|
$948,694
0.09% of portfolio
|
Q4 2024
Reduced 23.6%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Feb 11, 2025 Q4 2024 |
40,697
shares
|
$947,019
0.7% of portfolio
|
Q4 2024
New holding
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jan 27, 2025 Q4 2024 |
40,459
shares
|
$941,480
0.0% of portfolio
|
Q4 2024
Added 27.89%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
40,445
shares
|
$941,155
0.05% of portfolio
|
Q3 2022
Added 4.23%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
39,754
shares
|
$925,075
0.51% of portfolio
|
Q4 2024
Added 1.02%
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Feb 03, 2025 Q4 2024 |
38,997
shares
|
$907,460
0.52% of portfolio
|
Q4 2024
Added 18.0%
|
|
|
Wespac Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
38,565
shares
|
$897,407
0.65% of portfolio
|
Q4 2024
Added 8.95%
|
|
|
New Square Capital LLC
|
Feb 06, 2025 Q4 2024 |
38,562
shares
|
$897,337
0.07% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
38,556
shares
|
$897,198
0.01% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Feb 12, 2025 Q4 2024 |
37,931
shares
|
$882,654
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Feb 07, 2025 Q4 2024 |
37,464
shares
|
$871,787
0.04% of portfolio
|
Q4 2024
Added 2.88%
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
Feb 03, 2025 Q4 2024 |
37,420
shares
|
$870,763
0.0% of portfolio
|
Q4 2024
Added 4.16%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
37,086
shares
|
$862,991
0.0% of portfolio
|
Q4 2024
Added 1.55%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
36,900
shares
|
$858,663
0.04% of portfolio
|
Q4 2024
Reduced 8.89%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
36,541
shares
|
$850,309
0.03% of portfolio
|
Q2 2023
Added 0.75%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
36,159
shares
|
$841,419
0.01% of portfolio
|
Q4 2024
Added 15.97%
|
|
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
Feb 10, 2025 Q4 2024 |
36,072
shares
|
$839,395
0.75% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
36,029
shares
|
$838,394
0.02% of portfolio
|
Q3 2024
Added 43.14%
|