ARES CAPITAL CORP (ARCC)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
767
Reporting holders
$4.7B
Reported value
33.1%
Of shares outstanding
5.3%
Held as options
-19
Holder change
Institutions report 237,457,681 shares against 718,022,845 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | $315.4M | 17,022,990 | 0.02% | 35q | +4.1%+$12.4M |
| UBS Group AG | $255.5M | 13,778,805 | 0.03% | 31q | -3.8%-$10.0M |
| VAN ECK ASSOCIATES CORP | $246.6M | 13,306,095 | 0.15% | 31q | +22.2%+$44.8M |
| STRS OHIO | $197.5M | 10,657,085 | 0.74% | 2q | +1.5%+$2.9M |
| BANK OF AMERICA CORP /DE/ | $165.6M | 8,935,191 | 0.01% | 31q | -2.2%-$3.7M |
| JPMORGAN CHASE & CO | $145.6M | 7,850,659 | 0.01% | 31q | +2.0%+$2.9M |
| Generali Asset Management SPA SGR | $139.9M | 7,547,995 | 2.53% | 7q | HELD |
| Legal & General Group Plc | $120.5M | 6,510,302 | 0.03% | 31q | +9.0%+$9.9M |
| TWO SIGMA INVESTMENTS, LP | $109.1M | 5,886,022 | 0.08% | 25q | -19.4%-$26.3M |
| WELLS FARGO & COMPANY/MN | $82.2M | 4,437,109 | 0.01% | 31q | -50.6%-$84.1M |
| AMERIPRISE FINANCIAL INC | $76.4M | 4,122,134 | 0.02% | 31q | -45.4%-$63.6M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $75.0M | 68,637 | 0.01% | 31q | -26.2%-$26.6M |
| LPL Financial LLC | $74.7M | 4,029,149 | 0.02% | 31q | HELD |
| HighTower Advisors, LLC | $71.7M | 3,870,130 | 0.07% | 31q | +9.5%+$6.2M |
| RAYMOND JAMES FINANCIAL INC | $65.7M | 3,548,186 | 0.02% | 7q | +2.9%+$1.8M |
| Advisors Capital Management, LLC | $63.1M | 3,407,463 | 0.67% | 31q | -13.4%-$9.8M |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | $62.4M | 3,367,580 | 0.97% | 31q | -2.0%-$1.3M |
| Evercore Wealth Management, LLC | $55.7M | 3,007,303 | 0.79% | 11q | -3.6%-$2.1M |
| OMERS ADMINISTRATION Corp | $53.9M | 2,907,012 | 0.32% | 20q | +2.6%+$1.3M |
| ARES MANAGEMENT LLC | $51.6M | 2,783,165 | 2.25% | 32q | +6.5%+$3.2M |
| Sound Income Strategies, LLC | $51.3M | 2,766,368 | 2.30% | 31q | +3.9%+$1.9M |
| Rockefeller Capital Management L.P. | $49.9M | 2,692,567 | 0.08% | 28q | +17.5%+$7.4M |
| ROYAL BANK OF CANADA | $49.6M | 2,677,282 | 0.01% | 31q | HELD |
| STIFEL FINANCIAL CORP | $48.9M | 2,640,857 | 0.04% | 31q | HELD |
| BlackRock, Inc. | $45.3M | 2,446,785 | 0.00% | 8q | +2.1%+$930.7K |
| Allen Investment Management, LLC | $45.2M | 2,441,585 | 0.54% | 31q | -6.0%-$2.9M |
| FRANKLIN RESOURCES INC | $42.4M | 2,289,056 | 0.01% | 10q | +33.8%+$10.7M |
| Muzinich & Co., Inc. | $41.7M | 2,250,333 | 14.24% | 31q | +1.3%+$554.7K |
| Progeny 3, Inc. | $41.2M | 2,224,728 | 2.13% | 16q | HELD |
| OSAIC HOLDINGS, INC. | $39.6M | 2,138,606 | 0.05% | 26q | +17.6%+$5.9M |
| NOMURA ASSET MANAGEMENT CO LTD | $39.4M | 2,128,070 | 0.08% | 31q | +19.3%+$6.4M |
| Ensign Peak Advisors, Inc | $37.8M | 2,040,894 | 0.06% | 3q | -29.1%-$15.5M |
| CITADEL ADVISORS LLC | $33.8M | options only | 0.00% | 31q | OPTIONS |
| Parallax Volatility Advisers, L.P. | $33.6M | options only | 0.06% | 14q | OPTIONS |
| Sumitomo Mitsui Trust Group, Inc. | $31.8M | 1,716,046 | 0.02% | 26q | +0.6%+$182.2K |
| Corient Private Wealth LP | $31.5M | 1,699,524 | 0.02% | 15q | +76.8%+$13.7M |
| Altshuler Shaham Ltd | $30.6M | 1,650,000 | 0.38% | 3q | HELD |
| CAPITAL ADVISORS INC/OK | $29.2M | 1,575,211 | 0.43% | 25q | HELD |
| Cetera Investment Advisers | $26.0M | 1,404,371 | 0.02% | 31q | -1.4%-$379.7K |
| MILLENNIUM MANAGEMENT LLC | $25.7M | 141,770 | 0.01% | 21q | -69.4%-$58.3M |
| Michael & Susan Dell Foundation | $25.2M | 1,358,256 | 0.66% | 3q | +2.6%+$628.1K |
| SPINNAKER TRUST | $24.5M | 1,322,033 | 1.19% | 6q | +3.6%+$852.7K |
| BRUNI J V & CO /CO | $23.5M | 1,266,283 | 2.14% | 31q | -1.0%-$236.4K |
| Russell Investments Group, Ltd. | $22.3M | 1,201,925 | 0.02% | 13q | +38.8%+$6.2M |
| ENVESTNET ASSET MANAGEMENT INC | $22.1M | 1,190,158 | 0.01% | 31q | +14.5%+$2.8M |
| STEPHENS INC /AR/ | $22.0M | 1,186,676 | 0.25% | 31q | HELD |
| JUPITER ASSET MANAGEMENT LTD | $21.9M | 1,204,285 | 0.11% | 2q | -30.5%-$9.6M |
| Baird Financial Group, Inc. | $21.8M | 1,177,508 | 0.03% | 31q | +8.0%+$1.6M |
| Apollon Wealth Management, LLC | $20.7M | 1,116,916 | 0.25% | 19q | +5.9%+$1.1M |
| GOLDMAN SACHS GROUP INC | $19.6M | 1,057,668 | 0.00% | 31q | +2.8%+$527.7K |
| Cerity Partners LLC | $18.9M | 1,021,522 | 0.02% | 23q | +2.0%+$365.4K |
| Mariner, LLC | $16.0M | 862,770 | 0.02% | 25q | +298.8%+$12.0M |
| TECTONIC ADVISORS LLC | $15.7M | 844,971 | 0.75% | 23q | +13.0%+$1.8M |
| D. E. Shaw & Co., Inc. | $15.5M | 732,189 | 0.01% | 3q | -63.2%-$26.5M |
| Focus Partners Wealth | $15.1M | 813,829 | 0.02% | 7q | -30.1%-$6.5M |
| Merit Financial Group, LLC | $15.1M | 813,752 | 0.05% | 15q | +104.3%+$7.7M |
| Balyasny Asset Management L.P. | $14.5M | 783,779 | 0.02% | 3q | -1.3%-$184.0K |
| SIGMA INVESTMENT COUNSELORS INC | $14.5M | 781,116 | 0.71% | 12q | -3.2%-$486.2K |
| Lido Advisors, LLC | $14.4M | 776,654 | 0.04% | 13q | +22.8%+$2.7M |
| NEUBERGER BERMAN GROUP LLC | $13.5M | 725,864 | 0.01% | 31q | -5.1%-$726.9K |
| Estate Planners Group, LLC | $13.4M | 725,110 | 6.08% | 3q | +6.7%+$846.2K |
| Edgemoor Investment Advisors, Inc. | $13.3M | 720,251 | 0.91% | 31q | +0.6%+$79.0K |
| Naviter Wealth, LLC | $13.2M | 712,665 | 1.20% | 19q | +0.5%+$71.1K |
| BNP PARIBAS FINANCIAL MARKETS | $12.9M | 697,924 | 0.00% | 15q | +7.8%+$933.0K |
| LGT Group Foundation | $12.4M | 668,973 | 0.14% | 7q | +9.7%+$1.1M |
| Baltimore-Washington Financial Advisors, Inc. | $12.3M | 664,980 | 0.46% | 19q | +1.6%+$192.7K |
| COMMONWEALTH EQUITY SERVICES, LLC | $12.1M | 650,794 | 0.02% | 31q | -9.9%-$1.3M |
| D.A. DAVIDSON & CO. | $11.8M | 635,482 | 0.07% | 31q | -1.6%-$193.2K |
| Walleye Trading LLC | $11.1M | options only | 0.01% | 31q | OPTIONS |
| IMC-Chicago, LLC | $10.8M | options only | 0.00% | 6q | OPTIONS |
| Beacon Pointe Advisors, LLC | $10.8M | 580,351 | 0.05% | 21q | +33.4%+$2.7M |
| HBK INVESTMENTS L P | $10.7M | options only | 0.10% | 8q | OPTIONS |
| Chicago Partners Investment Group LLC | $10.6M | 571,386 | 0.21% | 31q | -0.7%-$78.9K |
| STATE STREET CORP | $10.3M | 555,592 | 0.00% | 31q | +15.0%+$1.3M |
| SIMPLEX TRADING, LLC | $10.2M | options only | 0.01% | 31q | OPTIONS |
| CITIGROUP INC | $10.1M | 539,586 | 0.00% | 31q | +2.7%+$265.5K |
| Columbus Macro, LLC | $10.1M | 543,378 | 0.98% | 7q | -6.3%-$672.4K |
| Kestra Advisory Services, LLC | $9.6M | 520,151 | 0.03% | 24q | +34.5%+$2.5M |
| PEAK6 LLC | $9.6M | options only | 0.02% | 2q | OPTIONS |
| Bell Bank | $9.6M | 515,804 | 0.36% | 19q | HELD |
| GFS Advisors, LLC | $9.4M | 124,065 | 0.50% | new | NEW |
| Jefferies Financial Group Inc. | $9.2M | 175,452 | 0.06% | 6q | -11.8%-$1.2M |
| OPPENHEIMER & CO INC | $8.8M | 472,826 | 0.09% | 31q | +0.8%+$65.3K |
| Melia Wealth LLC | $8.5M | 460,440 | 4.91% | 11q | -43.6%-$6.6M |
| INDEPENDENT FINANCIAL GROUP, LLC | $8.5M | 460,273 | 0.16% | 6q | +68.4%+$3.5M |
| &PARTNERS | $8.4M | 453,599 | 0.03% | 8q | +11.3%+$858.1K |
| Pathstone Holdings, LLC | $8.4M | 453,206 | 0.02% | 11q | -1.4%-$123.0K |
| GRITSTONE ASSET MANAGEMENT LLC | $8.3M | 447,088 | 7.97% | new | NEW |
| BLAIR WILLIAM & CO/IL | $8.2M | 440,202 | 0.02% | 31q | +0.8%+$65.3K |
| BALDWIN WEALTH PARTNERS LLC/MA | $8.1M | 439,021 | 0.53% | 2q | +122.4%+$4.5M |
| Invesco Ltd. | $8.1M | 435,125 | 0.00% | 31q | -27.3%-$3.0M |
| JANE STREET GROUP, LLC | $7.9M | options only | 0.00% | 27q | OPTIONS |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | $7.9M | 425,878 | 0.39% | 2q | +8.8%+$639.9K |
| LGT Fund Management Co Ltd. | $7.7M | 416,290 | 0.32% | 2q | +0.9%+$70.6K |
| Advisors Asset Management, Inc. | $7.6M | 412,592 | 0.12% | 34q | -6.3%-$511.3K |
| GROUP ONE TRADING LLC | $7.6M | 26,393 | 0.01% | 31q | -90.0%-$68.6M |
| Steward Partners Investment Advisory, LLC | $7.5M | 406,494 | 0.04% | 31q | -5.5%-$437.5K |
| Clearstead Advisors, LLC | $7.5M | 402,294 | 0.07% | 26q | +14.7%+$954.8K |
| CIBC Bancorp USA Inc. | $7.4M | 398,194 | 0.01% | 2q | -10.1%-$827.9K |
| one8zero8, LLC | $7.4M | 397,430 | 1.46% | 7q | +2.7%+$193.2K |
Showing the largest 100 of 798 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 767 | $4.7B | 237,457,681 | 66 | 278 | 240 | 5.3% |
| Q1 2026 | 786 | $4.5B | 237,660,335 | 82 | 294 | 233 | 5.9% |
| Q4 2025 | 802 | $4.7B | 218,269,625 | 93 | 273 | 229 | 5.2% |
| Q3 2025 | 766 | $4.4B | 207,842,826 | 47 | 322 | 192 | 4.6% |
| Q2 2025 | 801 | $4.7B | 203,654,256 | 64 | 294 | 245 | 5.5% |
| Q1 2025 | 789 | $4.5B | 192,048,576 | 85 | 335 | 183 | 4.7% |
| Q4 2024 | 781 | $4.1B | 174,316,570 | 78 | 301 | 172 | 6.5% |
| Q3 2024 | 703 | $3.5B | 159,585,725 | 63 | 283 | 163 | 4.3% |
| Q2 2024 | 682 | $3.4B | 156,721,262 | 62 | 264 | 167 | 4.5% |
| Q1 2024 | 664 | $3.9B | 180,093,520 | 59 | 239 | 175 | 3.8% |
| Q4 2023 | 664 | $3.5B | 165,894,100 | 57 | 225 | 175 | 6.0% |
| Q3 2023 | 611 | $3.0B | 144,472,417 | 48 | 229 | 155 | 7.0% |
| Q2 2023 | 605 | $2.9B | 142,583,037 | 54 | 205 | 173 | 6.6% |
| Q1 2023 | 583 | $2.8B | 142,898,897 | 58 | 217 | 140 | 9.1% |
| Q4 2022 | 553 | $2.8B | 137,647,252 | 59 | 209 | 129 | 10.0% |
| Q3 2022 | 634 | $3.1B | 164,695,129 | 54 | 232 | 174 | 8.8% |
| Q2 2022 | 637 | $3.2B | 164,215,974 | 52 | 259 | 163 | 7.4% |
| Q1 2022 | 649 | $3.5B | 157,837,761 | 67 | 239 | 156 | 5.9% |
| Q4 2021 | 630 | $3.1B | 144,712,679 | 63 | 223 | 134 | 2.0% |
| Q3 2021 | 557 | $2.9B | 139,228,722 | 50 | 223 | 115 | 1.9% |
| Q2 2021 | 542 | $2.5B | 125,994,550 | 43 | 196 | 146 | 2.1% |
| Q1 2021 | 539 | $2.6B | 135,724,049 | 50 | 176 | 152 | 2.8% |
| Q4 2020 | 526 | $2.3B | 132,871,842 | 57 | 165 | 148 | 4.3% |
| Q3 2020 | 490 | $1.9B | 134,515,765 | 41 | 166 | 161 | 3.7% |
| Q2 2020 | 489 | $2.1B | 141,140,268 | 48 | 152 | 173 | 3.9% |
| Q1 2020 | 511 | $1.6B | 141,771,396 | 68 | 171 | 169 | 3.4% |
| Q4 2019 | 520 | $3.0B | 149,586,057 | 41 | 182 | 120 | 5.9% |
| Q3 2019 | 483 | $2.9B | 150,151,892 | 43 | 166 | 143 | 4.9% |
| Q2 2019 | 490 | $3.0B | 156,907,423 | 51 | 164 | 132 | 5.7% |
| Q1 2019 | 495 | $2.9B | 161,170,843 | 50 | 164 | 134 | 4.1% |
| Q4 2018 | 474 | $2.7B | 168,439,241 | 9 | 7 | 5 | 3.2% |