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 |
|---|---|---|---|---|---|
|
Arcadia Investment Management Corp
|
Apr 30, 2025 Q1 2025 |
900
shares
|
$20,664
0.0% of portfolio
|
Q3 2019
Reduced 52.36%
|
|
|
Delta Asset Management LLC
Memphis, TN |
May 09, 2025 Q1 2025 |
870
shares
|
$19,975
0.0% of portfolio
|
Q1 2025
Reduced 3.01%
|
|
|
Kessler Investment Group, LLC
|
Jul 22, 2025 Q2 2025 |
837
shares
|
$19,217
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Richardson Financial Services Inc.
Medway, MA |
May 06, 2025 Q1 2025 |
835
shares
|
$19,171
0.01% of portfolio
|
Q2 2024
Reduced 21.23%
|
|
|
Lowe Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
829
shares
|
$19,033
0.01% of portfolio
|
Q4 2024
Added 176.33%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Apr 14, 2025 Q1 2025 |
807
shares
|
$18,528
0.01% of portfolio
|
Q1 2025
Reduced 30.49%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
790
shares
|
$18,138
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
750
shares
|
$17,220
0.04% of portfolio
|
Q2 2022
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
728
shares
|
$16,714
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
May 02, 2025 Q1 2025 |
706
shares
|
$16,209
0.01% of portfolio
|
Q2 2024
Reduced 4.21%
|
|
|
Asset Planning,Inc
Cypress, CA |
May 08, 2025 Q1 2025 |
700
shares
|
$16,072
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Apr 16, 2025 Q1 2025 |
700
shares
|
$16,072
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Dt Investment Partners, LLC
|
Jul 22, 2025 Q2 2025 |
689
shares
|
$15,819
0.0% of portfolio
|
Q2 2025
Added 2.07%
|
|
|
Curat Global, LLC
Springfield, NH |
Apr 11, 2025 Q1 2025 |
680
shares
|
$15,612
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Perkins Coie Trust CO
|
Jul 10, 2025 Q2 2025 |
676
shares
|
$15,520
0.0% of portfolio
|
Q1 2022
Reduced 77.66%
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
630
shares
|
$14,464
0.0% of portfolio
|
Q2 2024
Reduced 33.33%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Apr 23, 2025 Q1 2025 |
602
shares
|
$13,821
0.01% of portfolio
|
Q1 2025
Added 2.21%
|
|
|
Morse Asset Management, Inc
Darien, CT |
May 05, 2025 Q1 2025 |
600
shares
|
$13,776
0.0% of portfolio
|
Q1 2025
Reduced 25.0%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Apr 29, 2025 Q1 2025 |
598
shares
|
$13,730
0.0% of portfolio
|
Q1 2025
Added 2.05%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
586
shares
|
$13,454
0.01% of portfolio
|
Q2 2025
Reduced 40.51%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
575
shares
|
$13,202
0.0% of portfolio
|
Q1 2025
Added 2.86%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
560
shares
|
$12,857
0.0% of portfolio
|
Q2 2025
Reduced 6.51%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
512
shares
|
$11,755
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Graybill Bartz & Assoc LTD
|
May 02, 2025 Q1 2025 |
500
shares
|
$11,480
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
500
shares
|
$11,480
0.01% of portfolio
|
Q4 2024
New holding
|