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 |
|---|---|---|---|---|---|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
913,430
shares
|
$21 Million
0.04% of portfolio
|
Q1 2025
Added 1.83%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
897,574
shares
|
$20.6 Million
0.05% of portfolio
|
Q3 2023
Reduced 0.35%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
897,056
shares
|
$20.6 Million
0.01% of portfolio
|
Q1 2025
Reduced 21.64%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
877,617
shares
|
$20.2 Million
0.16% of portfolio
|
Q1 2025
Added 3.07%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
875,581
shares
|
$20.1 Million
0.01% of portfolio
|
Q1 2025
Added 10.12%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
May 16, 2025 Q1 2025 |
857,410
shares
|
$19.7 Million
0.85% of portfolio
|
Q1 2025
Added 22.23%
|
|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
810,117
shares
|
$18.6 Million
0.14% of portfolio
|
Q1 2025
Reduced 36.82%
|
|
|
Neuberger Berman Group LLC
New York, NY |
May 13, 2025 Q1 2025 |
803,919
shares
|
$18.5 Million
0.02% of portfolio
|
Q1 2025
Added 0.55%
|
|
|
Credit Agricole S A
|
May 14, 2025 Q1 2025 |
772,219
shares
|
$17.7 Million
0.06% of portfolio
|
Q1 2025
Added 55.71%
|
|
|
Baillie Gifford & CO
|
May 07, 2025 Q1 2025 |
753,649
shares
|
$17.3 Million
0.02% of portfolio
|
Q1 2025
Added 27.82%
|
|
|
Melia Wealth LLC
Tulsa, OK |
May 07, 2025 Q1 2025 |
752,630
shares
|
$17.3 Million
8.6% of portfolio
|
Q1 2025
Added 0.75%
|
|
|
Edgemoor Investment Advisors, Inc.
|
May 05, 2025 Q1 2025 |
722,739
shares
|
$16.6 Million
1.51% of portfolio
|
Q1 2025
Reduced 0.71%
|
|
|
Sigma Investment Counselors Inc
|
Apr 29, 2025 Q1 2025 |
722,406
shares
|
$16.6 Million
1.0% of portfolio
|
Q1 2025
Added 1.9%
|
|
|
Tcw Group Inc
|
May 07, 2025 Q1 2025 |
714,971
shares
|
$16.4 Million
0.15% of portfolio
|
Q3 2024
Added 7.61%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
698,666
shares
|
$16 Million
0.01% of portfolio
|
Q1 2024
Added 57.79%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
690,533
shares
|
$15.9 Million
0.02% of portfolio
|
Q3 2024
Added 10.45%
|
|
|
Naviter Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
683,301
shares
|
$15.7 Million
1.87% of portfolio
|
Q1 2025
Added 1.27%
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
May 19, 2025 Q1 2025 |
666,330
shares
|
$15.3 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Nan Fung Trinity (Hk) LTD
Central, Hong Kong, K3 |
May 08, 2025 Q1 2025 |
647,800
shares
|
$14.9 Million
2.26% of portfolio
|
Q1 2025
Added 113.72%
|
|
|
Mckinley Capital Management LLC
|
Aug 12, 2024 Q2 2024 |
620,165
shares
|
$14.2 Million
2.31% of portfolio
|
Q2 2024
Added 6.28%
|
|
|
Chartwell Investment Partners, LLC
|
Nov 04, 2024 Q3 2024 |
615,487
shares
|
$14.1 Million
0.44% of portfolio
|
Q3 2024
Reduced 0.92%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
601,905
shares
|
$13.8 Million
0.12% of portfolio
|
Q1 2025
Reduced 12.3%
|
|
|
Palisade Capital Management LLC
Fort Lee, NJ |
Apr 28, 2025 Q1 2025 |
579,985
shares
|
$13.3 Million
0.45% of portfolio
|
Q1 2025
Added 2.47%
|
|
|
Denali Advisors LLC
|
May 05, 2025 Q1 2025 |
576,560
shares
|
$13.2 Million
1.49% of portfolio
|
Q1 2025
Reduced 3.11%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
553,026
shares
|
$12.7 Million
0.19% of portfolio
|
Q1 2025
Reduced 5.25%
|