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 $6.09 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
200
shares
|
$4,564
0.0% of portfolio
|
Q3 2024
New holding
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
200
shares
|
$4,564
0.0% of portfolio
|
Q1 2025
Added 166.67%
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
May 02, 2025 Q1 2025 |
192
shares
|
$4,381
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
Costello Asset Management, Inc
|
May 09, 2025 Q1 2025 |
190
shares
|
$4,335
0.0% of portfolio
|
Q1 2025
New holding
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
190
shares
|
$4,335
0.0% of portfolio
|
Q4 2024
New holding
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
188
shares
|
$4,290
0.0% of portfolio
|
Q3 2024
New holding
|
|
Boyd Watterson Asset Management LLC
|
May 06, 2025 Q1 2025 |
170
shares
|
$3,879
0.0% of portfolio
|
Q4 2022
New holding
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
150
shares
|
$3,423
0.0% of portfolio
|
Q2 2024
Reduced 25.0%
|
|
Cbiz Investment Advisory Services, LLC
|
Jun 03, 2025 Q1 2025 |
139
shares
|
$3,171
0.0% of portfolio
|
Q3 2024
Added 2.21%
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
135
shares
|
$3,080
0.0% of portfolio
|
Q1 2025
New holding
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
131
shares
|
$2,989
0.0% of portfolio
|
Q1 2025
New holding
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
122
shares
|
$2,784
0.0% of portfolio
|
Q1 2023
Reduced 90.02%
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
117
shares
|
$2,669
0.0% of portfolio
|
Q4 2024
Reduced 7.14%
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
112
shares
|
$2,555
0.0% of portfolio
|
Q1 2025
New holding
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
107
shares
|
$2,441
0.0% of portfolio
|
Q1 2025
New holding
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
105
shares
|
$2,396
0.0% of portfolio
|
Q3 2024
Reduced 10.26%
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
100
shares
|
$2,282
0.0% of portfolio
|
Q2 2021
New holding
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Apr 24, 2025 Q1 2025 |
100
shares
|
$2,282
0.0% of portfolio
|
Q1 2025
New holding
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Jul 14, 2025 Q2 2025 |
100
shares
|
$2,282
0.0% of portfolio
|
Q2 2024
New holding
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
96
shares
|
$2,190
0.0% of portfolio
|
Q2 2023
New holding
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
89
shares
|
$2,030
0.0% of portfolio
|
Q4 2024
Reduced 2.2%
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
89
shares
|
$2,030
0.0% of portfolio
|
Q4 2024
Reduced 2.2%
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Apr 22, 2025 Q1 2025 |
88
shares
|
$2,008
0.0% of portfolio
|
Q1 2025
New holding
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
85
shares
|
$1,939
0.0% of portfolio
|
Q4 2021
New holding
|
|
Evermay Wealth Management LLC
Arlington, VA |
May 07, 2025 Q1 2025 |
48
shares
|
$1,095
0.0% of portfolio
|
Q4 2023
Reduced 75.38%
|