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 |
|---|---|---|---|---|---|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
10,022
shares
|
$230,105
0.01% of portfolio
|
Q1 2025
Reduced 10.3%
|
|
|
First Citizens Bank & Trust CO
|
Apr 14, 2025 Q1 2025 |
10,014
shares
|
$229,921
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Madison Park Capital Advisors, LLC
Seattle, WA |
Jul 07, 2025 Q2 2025 |
10,000
shares
|
$229,600
0.18% of portfolio
|
Q4 2023
New holding
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Jul 14, 2025 Q2 2025 |
9,981
shares
|
$229,163
0.06% of portfolio
|
Q2 2025
Reduced 3.16%
|
|
|
Teamwork Financial Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
9,969
shares
|
$228,888
0.03% of portfolio
|
Q2 2025
Reduced 3.67%
|
|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
May 07, 2025 Q1 2025 |
9,960
shares
|
$228,681
0.09% of portfolio
|
Q1 2025
Added 2.08%
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
9,853
shares
|
$226,224
0.01% of portfolio
|
Q1 2025
Added 2.15%
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
9,788
shares
|
$224,732
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Spears Abacus Advisors LLC
|
May 14, 2025 Q1 2025 |
9,715
shares
|
$223,056
0.01% of portfolio
|
Q1 2025
Reduced 20.17%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
9,675
shares
|
$222,138
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jul 14, 2025 Q2 2025 |
9,649
shares
|
$221,541
0.04% of portfolio
|
Q2 2025
Reduced 3.0%
|
|
|
J.Safra Asset Management Corp
|
Apr 25, 2025 Q1 2025 |
9,598
shares
|
$220,370
0.02% of portfolio
|
Q1 2025
Added 21.0%
|
|
|
Promethium Advisors,Llc
Bethesda, MD |
May 15, 2025 Q1 2025 |
9,586
shares
|
$220,094
0.14% of portfolio
|
Q1 2025
Reduced 20.28%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
May 14, 2025 Q1 2025 |
9,539
shares
|
$219,015
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Univest Financial Corp
|
May 08, 2025 Q1 2025 |
9,458
shares
|
$217,155
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Fulton Bank, N.A.
|
Jul 10, 2025 Q2 2025 |
9,331
shares
|
$214,239
0.02% of portfolio
|
Q2 2025
Reduced 1.75%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
9,326
shares
|
$214,124
0.0% of portfolio
|
Q2 2024
Added 3.29%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
9,313
shares
|
$213,826
0.05% of portfolio
|
Q1 2025
Reduced 32.66%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Jul 21, 2025 Q2 2025 |
9,246
shares
|
$212,288
0.0% of portfolio
|
Q2 2025
Reduced 18.38%
|
|
|
Clare Market Investments LLC
Dallas, TX |
Jul 10, 2025 Q2 2025 |
9,240
shares
|
$212,150
0.04% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
May 05, 2025 Q1 2025 |
9,217
shares
|
$211,622
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Cadence Bank
Tupelo, MS |
May 14, 2025 Q1 2025 |
9,126
shares
|
$209,532
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Elevatus Welath Management
Victor, NY |
May 13, 2025 Q1 2025 |
9,126
shares
|
$209,532
0.11% of portfolio
|
Q1 2025
Reduced 11.29%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Jul 22, 2025 Q2 2025 |
9,115
shares
|
$209,280
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
9,049
shares
|
$207,765
0.0% of portfolio
|
Q1 2025
New holding
|