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 |
|---|---|---|---|---|---|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
14,544
shares
|
$334,948
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
14,516
shares
|
$334,303
0.13% of portfolio
|
Q1 2023
Reduced 1.64%
|
|
|
Beck Capital Management, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
14,512
shares
|
$334,211
0.11% of portfolio
|
Q1 2025
Reduced 7.37%
|
|
|
Grimes & Company, Inc.
|
Jul 22, 2025 Q2 2025 |
14,502
shares
|
$333,981
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Jul 15, 2025 Q2 2025 |
14,475
shares
|
$333,359
0.3% of portfolio
|
Q2 2025
Reduced 3.94%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
14,463
shares
|
$333,082
0.08% of portfolio
|
Q2 2024
Reduced 24.99%
|
|
|
Bridgefront Capital, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
14,461
shares
|
$333,036
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Scotia Capital Inc.
|
May 09, 2025 Q1 2025 |
14,350
shares
|
$330,480
0.0% of portfolio
|
Q1 2025
Reduced 15.34%
|
|
|
Capital Financial Services, LLC
|
Jan 23, 2023 Q4 2022 |
14,250
shares
|
$328,177
0.37% of portfolio
|
Q4 2022
Reduced 0.28%
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
14,243
shares
|
$328,016
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Castle Rock Wealth Management, LLC
|
Jul 23, 2025 Q2 2025 |
14,243
shares
|
$328,016
0.08% of portfolio
|
Q2 2025
Reduced 16.03%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
14,238
shares
|
$327,901
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
14,000
shares
|
$322,420
0.01% of portfolio
|
Q3 2024
Reduced 37.08%
|
|
|
Ulrich Consultants & Investment Group, LLC
Albuquerque, NM |
Aug 04, 2023 Q2 2023 |
14,000
shares
|
$322,420
0.64% of portfolio
|
Q2 2023
Reduced 18.09%
|
|
|
Highlander Partners, L.P.
|
May 05, 2025 Q1 2025 |
14,000
shares
|
$322,420
0.19% of portfolio
|
Q2 2024
Reduced 23.35%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
13,913
shares
|
$320,416
0.04% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
13,905
shares
|
$320,232
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
13,808
shares
|
$317,998
0.01% of portfolio
|
Q1 2025
Added 1.01%
|
|
|
Secure Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
13,804
shares
|
$317,906
0.06% of portfolio
|
Q2 2025
Reduced 4.36%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
May 13, 2025 Q1 2025 |
13,662
shares
|
$314,635
0.06% of portfolio
|
Q1 2025
Added 1.94%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
May 06, 2025 Q1 2025 |
13,629
shares
|
$313,875
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
13,607
shares
|
$313,369
0.01% of portfolio
|
Q2 2025
Reduced 91.94%
|
|
|
Calton & Associates, Inc.
|
May 15, 2025 Q1 2025 |
13,554
shares
|
$312,148
0.07% of portfolio
|
Q1 2025
Reduced 75.82%
|
|
|
Meridian Wealth Advisors, LLC
|
May 05, 2025 Q1 2025 |
13,500
shares
|
$310,905
0.06% of portfolio
|
Q4 2024
Added 17.39%
|
|
|
Penbrook Management LLC
|
Apr 01, 2025 Q1 2025 |
13,490
shares
|
$310,674
0.24% of portfolio
|
Q1 2025
Added 23.88%
|