# ARES CAPITAL CORP (ARCC)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/ARCC/

- Reporting holders: 36
- Reported value: $169.7M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [CONFLUENCE INVESTMENT MANAGEMENT LLC](https://holderbook.com/funds/1442056-confluence-investment-management-llc/) | $62.6M | 3,275,333 | 1.0% | 32 |
| [Sound Income Strategies, LLC](https://holderbook.com/funds/1730960-sound-income-strategies-llc/) | $59.9M | 3,195,050 | 2.7% | 32 |
| [Dupree Financial Group, LLC](https://holderbook.com/funds/1989251-dupree-financial-group-llc/) | $7.4M | 387,184 | 2.7% | 1 |
| [Trinity Financial Advisors LLC](https://holderbook.com/funds/1809574-trinity-financial-advisors-llc/) | $6.9M | 361,044 | 1.8% | 3 |
| [FINANCIAL MANAGEMENT NETWORK INC](https://holderbook.com/funds/1844831-financial-management-network-inc/) | $6.0M | 316,158 | 0.9% | 7 |
| [Mirador Capital Partners LP](https://holderbook.com/funds/1633446-mirador-capital-partners-lp/) | $4.9M | 254,781 | 0.6% | 32 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $3.8M | 198,060 | 0.0% | 16 |
| [STABLEFORD CAPITAL II LLC](https://holderbook.com/funds/1842089-stableford-capital-ii-llc/) | $3.7M | 191,701 | 1.3% | 14 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $1.9M | 100,778 | 0.1% | 5 |
| [Bank of New Hampshire](https://holderbook.com/funds/1870761-bank-of-new-hampshire/) | $1.6M | 82,099 | 0.3% | 15 |
| [Dickmeyer Boyce Financial Management, Inc.](https://holderbook.com/funds/2038325-dickmeyer-boyce-financial-management-inc/) | $1.2M | 62,494 | 0.6% | 3 |
| [GoalVest Advisory LLC](https://holderbook.com/funds/1839307-goalvest-advisory-llc/) | $1.2M | 60,475 | 0.2% | 19 |
| [Investment Partners Asset Management, Inc.](https://holderbook.com/funds/1384416-investment-partners-asset-management-inc/) | $1.0M | 54,773 | 0.6% | 4 |
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $771.2K | 40,376 | 0.0% | 24 |
| [Werlinich Asset Management, LLC](https://holderbook.com/funds/2000493-werlinich-asset-management-llc/) | $742.6K | 38,880 | 0.3% | 4 |
| [Miller Global Investments, LLC](https://holderbook.com/funds/2099097-miller-global-investments-llc/) | $719.6K | 37,673 | 0.6% | 4 |
| [Mallini Complete Financial Planning LLC](https://holderbook.com/funds/2049540-mallini-complete-financial-planning-llc/) | $690.4K | 36,144 | 0.5% | 8 |
| [Monument Capital Management](https://holderbook.com/funds/1729428-monument-capital-management/) | $680.2K | 35,615 | 0.1% | 32 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $653.1K | 34,851 | 0.0% | 16 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $584.8K | 30,616 | 0.0% | 11 |
| [Baron Financial Group, LLC](https://holderbook.com/funds/1832093-baron-financial-group-llc/) | $496.2K | 25,977 | 0.2% | 25 |
| [AMERICAN NATIONAL BANK & TRUST](https://holderbook.com/funds/1272164-american-national-bank-trust/) | $382.0K | 20,000 | 0.0% | 5 |
| [RHODES INVESTMENT ADVISORS INC /ADV](https://holderbook.com/funds/1005186-rhodes-investment-advisors-inc-adv/) | $372.4K | 19,500 | 0.3% | 4 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $372.3K | 19,493 | 0.0% | 32 |
| [MOODY NATIONAL BANK TRUST DIVISION](https://holderbook.com/funds/1092903-moody-national-bank-trust-division/) | $306.0K | 16,021 | 0.0% | 32 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 36 | $169.7M |
| Q2 2026 | 800 | $4.9B |
| Q1 2026 | 816 | $4.9B |
| Q4 2025 | 840 | $5.1B |
| Q3 2025 | 801 | $5.0B |
| Q2 2025 | 851 | $5.3B |
| Q1 2025 | 843 | $5.0B |
| Q4 2024 | 833 | $4.7B |
| Q3 2024 | 759 | $4.3B |
| Q2 2024 | 742 | $4.0B |
| Q1 2024 | 727 | $4.4B |
| Q4 2023 | 721 | $4.0B |

