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 |
|---|---|---|---|---|---|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
20,055
shares
|
$461,866
0.01% of portfolio
|
Q1 2025
Reduced 12.94%
|
|
|
Park Circle CO
|
Jul 23, 2025 Q2 2025 |
20,000
shares
|
$460,600
0.38% of portfolio
|
Q2 2020
New holding
|
|
|
Black Swift Group, LLC
Boulder, CO |
May 06, 2025 Q1 2025 |
20,000
shares
|
$460,600
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Tctc Holdings, LLC
Dallas, TX |
May 07, 2025 Q1 2025 |
20,000
shares
|
$460,600
0.02% of portfolio
|
Q1 2021
New holding
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
May 13, 2025 Q1 2025 |
19,995
shares
|
$460,484
0.04% of portfolio
|
Q1 2025
Added 4.71%
|
|
|
Pds Planning, Inc
|
Jul 24, 2025 Q2 2025 |
19,896
shares
|
$458,204
0.03% of portfolio
|
Q2 2025
Added 23.07%
|
|
|
Baron Financial Group, LLC
Fair Lawn, NJ |
Jul 09, 2025 Q2 2025 |
19,862
shares
|
$457,421
0.26% of portfolio
|
Q2 2025
Added 1.44%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Jul 07, 2025 Q2 2025 |
19,852
shares
|
$457,191
0.1% of portfolio
|
Q2 2024
Added 0.01%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
19,633
shares
|
$452,147
0.06% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Eight 31 Financial LLC
Midland, TX |
May 15, 2025 Q1 2025 |
19,511
shares
|
$449,338
0.28% of portfolio
|
Q1 2025
Added 1.46%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Jul 16, 2025 Q2 2025 |
19,500
shares
|
$449,085
0.12% of portfolio
|
Q2 2025
Added 1.56%
|
|
|
Redmond Asset Management, LLC
Henrico, VA |
May 13, 2025 Q1 2025 |
19,395
shares
|
$446,666
0.11% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
19,295
shares
|
$444,363
0.01% of portfolio
|
Q1 2025
Reduced 29.66%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
19,275
shares
|
$443,903
0.01% of portfolio
|
Q1 2025
Added 16.54%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
19,213
shares
|
$442,475
0.03% of portfolio
|
Q1 2025
Reduced 8.13%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
19,119
shares
|
$440,310
0.01% of portfolio
|
Q1 2025
Reduced 3.71%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
19,074
shares
|
$439,274
0.03% of portfolio
|
Q2 2025
Reduced 69.15%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Apr 29, 2025 Q1 2025 |
19,071
shares
|
$439,205
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
18,926
shares
|
$435,865
0.03% of portfolio
|
Q4 2023
Reduced 13.24%
|
|
|
Morningstar Investment Management LLC
Chicago, IL |
May 07, 2025 Q1 2025 |
18,669
shares
|
$429,947
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Cypress Wealth Services, LLC
|
Apr 10, 2025 Q1 2025 |
18,642
shares
|
$429,325
0.09% of portfolio
|
Q1 2025
Added 1.17%
|
|
|
Generation Capital Management LLC
Pittsford, NY |
May 09, 2025 Q1 2025 |
18,600
shares
|
$428,358
0.37% of portfolio
|
Q1 2025
Reduced 0.8%
|
|
|
Tradition Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
18,584
shares
|
$427,989
0.04% of portfolio
|
Q1 2025
Added 1.16%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
18,445
shares
|
$424,788
0.1% of portfolio
|
Q2 2025
Added 69.28%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
18,358
shares
|
$422,784
0.03% of portfolio
|
Q3 2022
Added 8.9%
|