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 |
|---|---|---|---|---|---|
|
Granite Fo LLC
Bedford, NH |
May 15, 2025 Q1 2025 |
169,665
shares
|
$3.87 Million
2.14% of portfolio
|
Q1 2025
Reduced 4.13%
|
|
|
Nebula Research & Development LLC
New York, NY |
May 15, 2025 Q1 2025 |
167,272
shares
|
$3.82 Million
0.34% of portfolio
|
Q1 2025
New holding
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
166,949
shares
|
$3.81 Million
0.02% of portfolio
|
Q2 2023
Reduced 78.33%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
May 13, 2025 Q1 2025 |
166,924
shares
|
$3.81 Million
0.38% of portfolio
|
Q1 2025
Added 7.88%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
May 05, 2025 Q1 2025 |
164,456
shares
|
$3.75 Million
0.2% of portfolio
|
Q1 2025
Reduced 5.98%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
163,519
shares
|
$3.73 Million
0.12% of portfolio
|
Q1 2025
Added 10.49%
|
|
|
Marathon Capital Management
Hunt Valley, MD |
May 15, 2025 Q1 2025 |
163,035
shares
|
$3.72 Million
0.99% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
162,792
shares
|
$3.71 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.55%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
160,566
shares
|
$3.66 Million
0.11% of portfolio
|
Q1 2025
Reduced 6.41%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
159,911
shares
|
$3.65 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.9%
|
|
|
Copperwynd Financial, LLC
|
May 05, 2025 Q1 2025 |
159,731
shares
|
$3.65 Million
0.98% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Ewg Elevate Inc.
|
Jul 15, 2025 Q2 2025 |
159,305
shares
|
$3.64 Million
1.18% of portfolio
|
Q2 2025
Added 4.75%
|
|
|
State Street Corp
Boston, MA |
May 15, 2025 Q1 2025 |
158,534
shares
|
$3.62 Million
0.0% of portfolio
|
Q1 2025
Added 106.36%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
157,906
shares
|
$3.6 Million
0.12% of portfolio
|
Q1 2025
Added 2.09%
|
|
|
Bbr Partners, LLC
New York, NY |
May 14, 2025 Q1 2025 |
156,198
shares
|
$3.56 Million
0.25% of portfolio
|
Q1 2025
Added 0.0%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
154,676
shares
|
$3.53 Million
0.74% of portfolio
|
Q1 2025
Added 0.84%
|
|
|
Curated Wealth Partners LLC
|
Apr 15, 2025 Q1 2025 |
153,208
shares
|
$3.5 Million
0.45% of portfolio
|
Q2 2024
New holding
|
|
|
Squarepoint Ops LLC
New York, NY |
May 15, 2025 Q1 2025 |
153,180
shares
|
$3.5 Million
0.0% of portfolio
|
Q1 2025
Added 27.6%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
150,321
shares
|
$3.43 Million
0.1% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Community Trust & Investment CO
|
Jul 10, 2025 Q2 2025 |
150,072
shares
|
$3.42 Million
0.19% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Cubic Asset Management, LLC
|
Apr 24, 2024 Q1 2024 |
149,118
shares
|
$3.4 Million
0.74% of portfolio
|
Q1 2024
Added 0.03%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
148,084
shares
|
$3.38 Million
0.11% of portfolio
|
Q1 2025
Added 0.66%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
147,588
shares
|
$3.37 Million
0.63% of portfolio
|
Q1 2022
Added 11.31%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
146,116
shares
|
$3.33 Million
0.85% of portfolio
|
Q2 2025
Added 10.23%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
145,211
shares
|
$3.31 Million
0.04% of portfolio
|
Q1 2025
Reduced 12.05%
|