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 |
|---|---|---|---|---|---|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
May 08, 2025 Q1 2025 |
4,302
shares
|
$99,075
0.03% of portfolio
|
Q3 2022
Reduced 53.32%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
4,275
shares
|
$98,453
0.04% of portfolio
|
Q2 2024
Added 0.59%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
May 06, 2025 Q1 2025 |
4,150
shares
|
$95,574
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Heritage Wealth Advisors
|
May 08, 2025 Q1 2025 |
4,150
shares
|
$95,574
0.0% of portfolio
|
Q4 2024
Reduced 64.98%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
4,036
shares
|
$92,949
0.0% of portfolio
|
Q3 2022
Added 88.95%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
3,994
shares
|
$91,981
0.0% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
3,903
shares
|
$89,886
0.0% of portfolio
|
Q1 2025
Reduced 62.79%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
3,713
shares
|
$85,510
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
3,638
shares
|
$83,783
0.0% of portfolio
|
Q3 2024
Added 2536.23%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
3,620
shares
|
$83,368
0.07% of portfolio
|
Q4 2024
Reduced 27.82%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
3,596
shares
|
$82,815
0.01% of portfolio
|
Q2 2025
Added 2.42%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
3,540
shares
|
$81,526
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
3,500
shares
|
$80,605
0.0% of portfolio
|
Q3 2024
Reduced 30.0%
|
|
|
Security National Bank
|
Jul 10, 2025 Q2 2025 |
3,470
shares
|
$79,914
0.01% of portfolio
|
Q2 2025
Added 6.05%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
3,436
shares
|
$79,131
0.0% of portfolio
|
Q1 2025
Reduced 3.59%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
3,339
shares
|
$76,897
0.03% of portfolio
|
Q1 2025
Reduced 6.97%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
3,314
shares
|
$76,321
0.0% of portfolio
|
Q1 2025
Added 23571.43%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
3,216
shares
|
$74,064
0.0% of portfolio
|
Q1 2025
Reduced 4.65%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
3,046
shares
|
$70,149
0.02% of portfolio
|
Q1 2024
Added 216.96%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
3,000
shares
|
$69,090
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
2,943
shares
|
$67,777
0.0% of portfolio
|
Q1 2025
Reduced 33.72%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
2,888
shares
|
$66,510
0.01% of portfolio
|
Q2 2024
Added 220.89%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
2,763
shares
|
$63,631
0.0% of portfolio
|
Q1 2025
Added 204.3%
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
2,704
shares
|
$62,273
0.01% of portfolio
|
Q1 2025
Added 137.61%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Jul 23, 2025 Q2 2025 |
2,600
shares
|
$59,878
0.03% of portfolio
|
Q2 2025
Reduced 9.6%
|