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 942 institutions that hold shares in the stock, with a total of 267 Million shares, which have been reported (via 13F filing form) to have a value of $6.09 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stone X Group Inc.
|
May 15, 2025 Q1 2025 |
45,402
shares
|
$1.04 Million
0.06% of portfolio
|
Q1 2025
Reduced 13.28%
|
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
45,356
shares
|
$1.04 Million
0.1% of portfolio
|
Q1 2025
Added 30.2%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Apr 23, 2025 Q1 2025 |
45,097
shares
|
$1.04 Million
0.25% of portfolio
|
Q1 2025
Reduced 6.47%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
44,866
shares
|
$1.03 Million
0.0% of portfolio
|
Q1 2025
Added 4.2%
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Apr 29, 2025 Q1 2025 |
44,717
shares
|
$1.03 Million
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Texas Capital Bancshares Inc
|
May 13, 2025 Q1 2025 |
44,569
shares
|
$1.02 Million
0.43% of portfolio
|
Q1 2025
New holding
|
|
|
Axa S.A.
Paris, I0 |
May 15, 2025 Q1 2025 |
43,155
shares
|
$990,838
0.0% of portfolio
|
Q1 2025
Added 1.83%
|
|
|
Port Capital LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
43,000
shares
|
$987,280
0.05% of portfolio
|
Q4 2023
Added 138.89%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
42,958
shares
|
$986,315
0.07% of portfolio
|
Q4 2024
Added 60.02%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
42,578
shares
|
$977,590
0.1% of portfolio
|
Q1 2025
Added 4.44%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
May 05, 2025 Q1 2025 |
42,121
shares
|
$967,098
0.38% of portfolio
|
Q1 2025
Reduced 0.63%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
May 07, 2025 Q1 2025 |
41,899
shares
|
$962,001
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
41,711
shares
|
$957,684
0.05% of portfolio
|
Q1 2025
Reduced 11.45%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
May 14, 2025 Q1 2025 |
41,431
shares
|
$951,255
0.73% of portfolio
|
Q1 2025
Added 1.8%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
41,194
shares
|
$945,814
0.01% of portfolio
|
Q1 2025
Reduced 7.92%
|
|
|
Bank Ozk
|
May 13, 2025 Q1 2025 |
41,163
shares
|
$945,102
0.4% of portfolio
|
Q2 2024
Reduced 0.34%
|
|
|
Fora Capital, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
41,020
shares
|
$941,819
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
40,825
shares
|
$937,342
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Floyd Financial Group LLC
Springfield, MO |
Jul 15, 2025 Q2 2025 |
40,822
shares
|
$937,273
0.87% of portfolio
|
Q2 2025
New holding
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
40,445
shares
|
$928,617
0.05% of portfolio
|
Q3 2022
Added 4.23%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
39,538
shares
|
$907,792
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
39,454
shares
|
$905,863
0.53% of portfolio
|
Q1 2025
Reduced 0.75%
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
38,800
shares
|
$890,848
0.07% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
38,375
shares
|
$881,090
0.02% of portfolio
|
Q1 2025
Added 1.17%
|
|
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
Jul 11, 2025 Q2 2025 |
38,058
shares
|
$873,811
1.06% of portfolio
|
Q2 2025
Added 3.38%
|