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 940 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 $6.13 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
23,626
shares
|
$544,106
0.01% of portfolio
|
Q1 2025
Reduced 4.6%
|
|
|
Values Added Financial LLC
Washington, DC |
Jul 23, 2025 Q2 2025 |
23,594
shares
|
$543,369
0.25% of portfolio
|
Q2 2025
Reduced 20.18%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
23,311
shares
|
$536,852
0.03% of portfolio
|
Q2 2025
Added 4.84%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
23,285
shares
|
$536,253
0.06% of portfolio
|
Q3 2022
Reduced 8.98%
|
|
|
Xcel Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
23,261
shares
|
$535,700
0.15% of portfolio
|
Q2 2025
Added 16.89%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
23,134
shares
|
$532,776
0.2% of portfolio
|
Q1 2024
Reduced 7.03%
|
|
|
Monument Capital Management
|
Jul 24, 2025 Q2 2025 |
23,130
shares
|
$532,683
0.13% of portfolio
|
Q2 2025
Reduced 3.71%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
23,000
shares
|
$529,690
0.02% of portfolio
|
Q3 2024
Added 21.05%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
May 02, 2025 Q1 2025 |
22,982
shares
|
$529,275
0.04% of portfolio
|
Q2 2024
Added 9.53%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
22,976
shares
|
$529,137
0.05% of portfolio
|
Q1 2025
Added 23.67%
|
|
|
Roman Butler Fullerton & CO
|
Apr 18, 2025 Q1 2025 |
22,782
shares
|
$524,669
0.19% of portfolio
|
Q1 2025
Added 0.74%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
22,730
shares
|
$523,471
0.02% of portfolio
|
Q1 2025
Reduced 19.82%
|
|
|
Segment Wealth Management, LLC
|
Jul 21, 2025 Q2 2025 |
22,711
shares
|
$523,034
0.03% of portfolio
|
Q2 2025
Reduced 30.6%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jul 16, 2025 Q2 2025 |
22,679
shares
|
$522,297
0.04% of portfolio
|
Q2 2025
Reduced 10.71%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
May 08, 2025 Q1 2025 |
22,631
shares
|
$521,191
0.05% of portfolio
|
Q1 2025
Added 69.03%
|
|
|
Le Clair Wealth Partners LLC
Dublin, OH |
May 14, 2025 Q1 2025 |
22,487
shares
|
$517,875
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
22,446
shares
|
$516,931
0.25% of portfolio
|
Q2 2025
Reduced 9.01%
|
|
|
Dcm Advisors, LLC
New York, NY |
May 19, 2025 Q1 2025 |
22,443
shares
|
$516,862
0.26% of portfolio
|
Q1 2025
Added 1.44%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
22,206
shares
|
$511,404
0.0% of portfolio
|
Q1 2025
Added 35.37%
|
|
|
Pcg Wealth Advisors, LLC
|
May 05, 2025 Q1 2025 |
22,024
shares
|
$507,212
0.18% of portfolio
|
Q1 2025
Added 8.74%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
21,944
shares
|
$505,370
0.1% of portfolio
|
Q3 2024
Added 1.11%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
21,790
shares
|
$501,823
0.0% of portfolio
|
Q1 2025
Reduced 97.68%
|
|
|
Prostatis Group LLC
Hanover, MD |
May 16, 2025 Q1 2025 |
21,768
shares
|
$501,317
0.15% of portfolio
|
Q1 2025
Added 2.14%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
21,768
shares
|
$501,317
0.16% of portfolio
|
Q4 2022
Reduced 94.59%
|
|
|
Gentry Private Wealth, LLC
Wichita, KS |
Jul 23, 2025 Q2 2025 |
21,674
shares
|
$499,152
0.36% of portfolio
|
Q2 2025
Added 1.45%
|