ARCC · Company research
Ares Capital Corporation (ARCC): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
80records availableFinancial Services
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| Tompkins Financial Corporation | 1005817 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 459 | 8767000 | — | — | — | Oct 5, 2026 | SEC_13F_HR |
| HAZLETT, BURT & WATSON, INC. | 46392 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2300 | 43 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| Patriot Financial Group Insurance Agency, LLC | 1694883 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15223 | 282081 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Allen Investment Management, LLC | 1326234 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2441585 | 45242571 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 1021642 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5625 | 104231 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Westend Capital Management, LLC | 1331997 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8165 | 151297 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| GENTRY PRIVATE WEALTH, LLC | 2022634 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16664 | 308784 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| TOMPKINS FINANCIAL CORP | 1005817 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 459 | 8505 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| HBK INVESTMENTS L P | 1011443 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 279700 | 5182841 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Successful Portfolios LLC | 1721780 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15787 | 293664 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| ARMSTRONG ADVISORY GROUP, INC | 1932952 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5691 | 105448 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Sanctuary Advisors, LLC | 1777271 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 99665 | 1846785 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| CWA Asset Management Group, LLC | 1667134 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10660 | 197537 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| NOMURA ASSET MANAGEMENT CO LTD | 1055964 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1369773 | 25381894 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| REAP Financial Group, LLC | 2048581 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 39 | 723 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Wedmont Private Capital | 1904274 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 36412 | 683820 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Investors Research Corp | 1730630 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4296 | 79605 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| Western Pacific Wealth Management, LP | 1907320 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11261 | 208662 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| FIRST CITIZENS BANK & TRUST CO | 1092203 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10750 | 199197 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Whitener Capital Management, Inc. | 825217 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 22286 | 412971 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| Kentucky Trust Co | 2054100 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18106 | 335504 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| Joel Isaacson & Co., LLC | 1599330 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 134631 | 2494708 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Allworth Financial LP | 1555170 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 55265 | 1024060 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Border to Coast Pensions Partnership Ltd | 1876496 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2000000 | 37030 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| Concurrent Investment Advisors, LLC | 2001015 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 28082 | 520365 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| TWO SIGMA INVESTMENTS, LP | 1179392 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5886022 | 109067988 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Waverly Advisors, LLC | 1568787 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 192694 | 3570618 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| TCTC Holdings, LLC | 1483870 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19000 | 352070 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| COMPASS CAPITAL CORP /MA/ /ADV | 749763 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19808 | 391703 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Wealthcare Capital Partners, LLC | 2053307 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 30320 | 561830 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| Financial Management Professionals, Inc. | 1568132 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1136 | 21043 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| Mayflower Financial Advisors, LLC | 1852930 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 76250 | 1412920 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| Allied Private Wealth LLC | 2132253 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1186 | 21813 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| Procyon Advisors, LLC | 1804329 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10708 | 198423 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| Focus Financial Network, Inc. | 2010942 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18000 | 333539 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| Pallas Capital Advisors LLC | 1862282 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 39030 | 723225 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| M&T Bank Corp | 36270 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5432 | 100655 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| DEUTSCHE BANK AG\ | 948046 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 738 | 13675 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Magnus Financial Group LLC | 1765216 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 23302 | 431791 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| MBM WEALTH CONSULTANTS, LLC | 1762068 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 29900 | 554045 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| SeaCrest Wealth Management, LLC | 1728121 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 22068 | 408916 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| GoalVest Advisory LLC | 1839307 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 58237 | 1079138 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| Walleye Trading LLC | 1388391 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 592900 | 10986437 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | 1654599 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6106 | 113145 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| Valeo Financial Advisors, LLC | 1722641 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11207 | 207671 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| BIP Wealth, LLC | 1590214 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19265 | 356975 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| First National Bank of Mount Dora, Trust Investment Services | 1423045 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 35964 | 666412 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| PensionDanmark Pensionsforsikringsaktieselskab | 1897090 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 31536 | 584362 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| Black Swift Group, LLC | 1704212 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 96440 | 1787042 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| SUMMIT SECURITIES GROUP LLC | 1531593 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 600 | 11118 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Integras Partners LLC | 2055384 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 114757 | 2126450 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| Kingsview Wealth Management, LLC | 1791965 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 85637 | 1586863 | — | — | — | Aug 19, 2026 | SEC_13F_DATASET |
| STATE STREET CORP | 93751 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 555592 | 10295120 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| NEUBERGER BERMAN GROUP LLC | 1465109 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 721964 | 13377996 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| CHAPIN DAVIS, INC. | 872098 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12052 | 223325 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| OPPENHEIMER & CO INC | 822581 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 472826 | 8761466 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Bison Wealth, LLC | 1845251 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12723 | 236133 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| HARBOR INVESTMENT ADVISORY, LLC | 1468792 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 210 | 3891 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| Glenview Trust Co | 1691827 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19525 | 351840 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Autumn Glory Partners, LLC | 1911621 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12535 | 232274 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Trinity Financial Advisors LLC | 1809574 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 374036 | 6930886 | — | — | — | Jul 6, 2026 | SEC_13F_DATASET |
| Savvy Advisors, Inc. | 2003633 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 98491 | 1825045 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| ENVESTNET ASSET MANAGEMENT INC | 1407543 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1190158 | 22053620 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Capital Investment Advisory Services, LLC | 1659203 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10365 | 192066 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| Strategies Wealth Advisors, LLC | 1976435 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18526 | 343286 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| DEARBORN PARTNERS LLC | 1206792 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12000 | 216240 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| CASTLE WEALTH MANAGEMENT LLC | 1936420 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 81837 | 1516440 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1423442 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13041 | 241650 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Quest 10 Wealth Builders, Inc. | 2035215 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1217 | 22551 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| Advisory Services Network, LLC | 1573876 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 24116 | 446868 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Onyx Bridge Wealth Group LLC | 1819476 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 56523 | 1047367 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| MGO ONE SEVEN LLC | 1731444 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18846 | 349220 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| Stratos Wealth Partners, LTD. | 1612865 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 50597 | 937578 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| HRT FINANCIAL LP | 1475597 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 68813 | 1275 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Inspire Advisors, LLC | 1810558 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 55342 | 1025487 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | 869589 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 42186 | 781707 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Avion Wealth | 1792704 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 200 | 3 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 1140334 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10662 | 197567 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| KORNITZER CAPITAL MANAGEMENT INC /KS | 898358 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12363 | 229086 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| DRW Securities, LLC | 1481986 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12994 | 240778 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.