Free Trial

Ares Capital (ARCC) Institutional Ownership

$21.07
+0.05 (+0.24%)
(As of 07/17/2024 ET)

Institutional Ownership Changes (13F Filings) for Ares Capital (NASDAQ:ARCC)

Current
Institutional Ownership
Percentage
27.38%
Number of
Institutional Buyers
(last 12 months)
394
Total
Institutional Inflows
(last 12 months)
$649.85M
Number of
Institutional Sellers
(last 12 months)
251
Total
Institutional Outflows
(last 12 months)
$369.92M
Get ARCC Insider Trade Alerts

Want to know when executives and insiders are buying or selling Ares Capital stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

ARCC Institutional Buying and Selling by Quarter

Ares Capital Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/17/2024Brown Lisle Cummings Inc.86,175$1.80M0.6%+17.9%0.014%
7/17/2024J.Safra Asset Management Corp3,411$71K0.0%+192.8%0.001%
7/17/2024Aurora Private Wealth Inc.27,364$570K0.5%+5.7%0.004%
7/17/2024SteelPeak Wealth LLC45,698$952K0.0%+151.4%0.007%
7/16/2024Cornerstone Wealth Management LLC28,565$595K0.0%-5.7%0.005%
7/16/2024Envestnet Portfolio Solutions Inc.13,318$278K0.0%+11.1%0.002%
7/16/2024Key Client Fiduciary Advisors LLC65,262$1.36M0.7%+1.0%0.011%
7/16/2024Border to Coast Pensions Partnership Ltd2,000,000$41.69M1.0%-2.2%0.325%
7/16/2024Wealth Enhancement Advisory Services LLC279,841$5.83M0.0%+1.1%0.046%
7/16/2024AA Financial Advisors LLC29,446$614K0.2%+91.8%0.005%
7/16/2024EWG Elevate Inc.140,926$2.94M1.1%-3.7%0.023%
7/16/2024Roman Butler Fullerton & Co.23,081$488K0.2%-5.6%0.004%
7/16/2024Sequoia Financial Advisors LLC10,213$213K0.0%N/A0.002%
7/16/2024PCG Wealth Advisors LLC17,795$371K0.2%+49.5%0.003%
7/16/2024FLC Capital Advisors19,216$400K0.1%+40.1%0.003%
7/15/2024D.B. Root & Company LLC24,826$517K0.2%-57.6%0.004%
7/15/2024Delta Financial Group Inc.23,463$489K0.2%+11.8%0.004%
7/15/2024RFG Advisory LLC16,902$352K0.0%-35.2%0.003%
7/13/2024Mirador Capital Partners LP235,578$4.91M0.9%+4.4%0.038%
7/12/2024Curated Wealth Partners LLC153,208$3.19M0.4%-206.7%0.025%
7/12/2024Baugh & Associates LLC233,539$5.08M2.6%-4.3%0.038%
7/12/2024Sound Income Strategies LLC2,138,203$44.56M2.8%+3.8%0.348%
7/12/2024Diversify Advisory Services LLC19,658$414K0.0%+21.2%0.003%
7/12/2024SG Americas Securities LLC11,288$235K0.0%-79.7%0.002%
7/12/2024Webster Bank N. A.16,032$334K0.0%-30.5%0.003%
7/12/2024Register Financial Advisors LLC62,129$1.30M0.7%+2.8%0.010%
7/12/2024Capital Investment Advisors LLC32,691$681K0.0%+1.6%0.005%
7/12/2024Accel Wealth Management49,726$1.04M0.4%+29.9%0.008%
7/11/2024U.S. Capital Wealth Advisors LLC147,243$3.07M0.1%-7.2%0.024%
7/11/2024Worth Asset Management LLC13,025$271K0.2%N/A0.002%
7/11/2024Jamison Private Wealth Management Inc.1,233$26K0.0%+62.7%0.000%
7/11/2024Salem Investment Counselors Inc.307,288$6.40M0.2%-0.4%0.050%
7/11/2024Foresight Capital Management Advisors Inc.260,921$5.44M3.7%+3.6%0.042%
7/10/2024 Csenge Advisory Group20,656$430K0.0%-15.9%0.003%
7/10/2024 Richard P Slaughter Associates Inc73,243$1.53M0.4%+4.2%0.012%
7/10/2024 Linden Thomas Advisory Services LLC45,955$958K0.1%+3.7%0.007%
7/10/2024 RDA Financial Network79,976$1.67M0.5%-0.6%0.013%
7/10/2024 Albion Financial Group UT95,930$2.00M0.2%+4.6%0.016%
7/10/2024 Redmont Wealth Advisors LLC11,713$244K0.4%-9.9%0.002%
7/10/2024 CWM LLC135,776$2.83M0.0%+2.3%0.022%
Central Bank Ditches U.S. Dollar (Ad)

Startling new evidence shows the U.S. Central Bank is abandoning the currency we’ve relied on for centuries – the United States Dollar… And placing a ‘quiet bet’ on a new type of currency… Gold.

Click here now to get your free 'Protect Your Wealth' Guide.
7/9/2024 Kingswood Wealth Advisors LLC29,880$623K0.1%+5.1%0.005%
7/2/2024 Transcend Capital Advisors LLC105,306$2.20M0.2%-1.9%0.017%
7/1/2024 Confluence Investment Management LLC3,772,574$78.62M1.1%-8.9%0.614%
7/1/2024 Bank of New Hampshire92,207$1.92M0.5%+0.8%0.015%
6/21/2024Cape Investment Advisory Inc.3,900$81K0.0%-50.8%0.001%
5/28/2024Boston Partners374,241$7.79M0.0%N/A0.061%
5/28/2024Verity Asset Management Inc.29,522$615K0.3%+11.9%0.005%
5/24/2024Cetera Advisors LLC378,052$7.87M0.1%+54.8%0.062%
5/24/2024Cetera Investment Advisers820,390$17.08M0.0%+143.9%0.134%
5/23/2024Community Trust & Investment Co.152,115$3.17M0.2%+1.2%0.025%
5/23/2024FSA Advisors Inc.24,369$507K0.5%-3.3%0.004%
5/22/2024Second Line Capital LLC55,427$1.15M0.4%+1.1%0.009%
5/21/2024Delphi Management Inc. MA89,134$1.86M1.4%+15.2%0.015%
5/20/2024Independent Wealth Network Inc.43,680$909K0.4%+4.9%0.007%
5/20/2024Virtu Financial LLC13,053$272K0.0%N/A0.002%
5/20/2024Highlander Capital Management LLC23,134$482K0.2%-7.0%0.004%
5/17/2024WealthPlan Investment Management LLC48,994$1.02M0.2%-3.1%0.008%
5/17/2024Jaffetilchin Investment Partners LLC31,203$650K0.1%-5.7%0.005%
5/17/2024Beacon Capital Management LLC4,609$96K0.0%+60.6%0.001%
5/17/2024Comerica Bank119,237$2.48M0.0%-4.9%0.020%
5/17/2024Tidal Investments LLC54,206$1.13M0.0%+6.3%0.009%
5/17/2024DCM Advisors LLC23,390$487K0.2%+7.0%0.004%
5/16/2024B. Riley Wealth Advisors Inc.131,133$2.55M0.1%-14.4%0.022%
5/16/2024Waverly Advisors LLC71,665$1.49M0.0%N/A0.012%
5/15/2024Ascent Group LLC60,181$1.25M0.1%-57.9%0.010%
5/15/2024SVB Wealth LLC17,305$360K0.0%+16.7%0.003%
5/15/2024Public Employees Retirement System of Ohio146,793$3.06M0.0%-14.4%0.024%
5/15/20241832 Asset Management L.P.1,354,097$28.19M0.0%+52.7%0.223%
5/15/2024Truvestments Capital LLC151,895$3.16M1.2%+3.2%0.025%
5/14/2024JT Stratford LLC24,188$504K0.1%-78.8%0.004%
5/14/2024Sheaff Brock Investment Advisors LLC58,403$1.22M0.1%+10.1%0.010%
5/14/2024Advisors Asset Management Inc.326,351$6.80M0.1%+1.2%0.054%
5/14/2024Axxcess Wealth Management LLC38,474$801K0.0%-14.5%0.006%
5/14/2024CreativeOne Wealth LLC38,581$803K0.0%+2.6%0.006%
5/14/2024EntryPoint Capital LLC3,229$67K0.1%-52.7%0.001%
5/14/2024Sculati Wealth Management LLC115,744$2.41M1.0%+2.3%0.019%
5/14/2024MQS Management LLC29,838$621K0.4%-22.5%0.005%
5/14/2024CANADA LIFE ASSURANCE Co376,079$7.84M0.0%+17.7%0.062%
5/14/2024Lake Street Advisors Group LLC30,750$640K0.0%N/A0.005%
5/13/2024Bessemer Group Inc.68,288$1.42M0.0%+3.0%0.011%
5/13/2024Atlanta Consulting Group Advisors LLC11,490$239K0.1%N/A0.002%
5/13/2024Clearbridge Investments LLC1,160,518$24.16M0.0%-0.1%0.191%
5/13/2024Texas Capital Bank Wealth Management Services Inc130,272$2.71M0.3%+14.0%0.021%
5/13/2024O Shaughnessy Asset Management LLC21,527$448K0.0%+3.3%0.004%
5/11/2024Cliffwater LLC452,062$9.41M2.5%-42.0%0.074%
5/11/2024Partners Group Holding AG906,486$18.87M1.7%+56.2%0.149%
5/11/2024Elevatus Welath Management11,425$238K0.1%-4.3%0.002%
5/10/2024Osaic Holdings Inc.1,290,040$26.86M0.1%-20.1%0.212%
5/10/2024TIAA Trust National Association10,727$223K0.0%N/A0.002%
5/10/2024CCLA Investment Management1,668,062$34.30M0.5%-18.5%0.274%
Central Bank Ditches U.S. Dollar (Ad)

Startling new evidence shows the U.S. Central Bank is abandoning the currency we’ve relied on for centuries – the United States Dollar… And placing a ‘quiet bet’ on a new type of currency… Gold.

Click here now to get your free 'Protect Your Wealth' Guide.
5/10/2024Wintrust Investments LLC59,673$1.24M0.1%+4.4%0.010%
5/10/2024Glaxis Capital Management LLC45,000$937K1.7%N/A0.007%
5/9/2024Blair William & Co. IL281,822$5.87M0.0%-3.9%0.046%
5/9/2024Midwest Professional Planners LTD.71,469$1.49M0.5%+24.7%0.012%
5/9/2024Kingsview Wealth Management LLC73,123$1.52M0.0%+33.7%0.012%
5/9/2024Condor Capital Management103,891$2.16M0.2%+5.2%0.017%
5/9/2024Beacon Investment Advisory Services Inc.34,148$711K0.0%-11.0%0.006%
5/9/2024Fortis Capital Advisors LLC25,104$523K0.2%-33.7%0.004%
5/9/2024Koshinski Asset Management Inc.31,369$653K0.1%-23.2%0.005%
5/8/2024Baltimore Washington Financial Advisors Inc.392,063$8.16M0.5%+6.6%0.065%
(Data available from 1/1/2016 forward)

ARCC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ARCC shares?

During the previous two years, 690 institutional investors and hedge funds held shares of Ares Capital. The most heavily invested institutionals were Van ECK Associates Corp ($202.37M), Legal & General Group Plc ($85.91M), OMERS ADMINISTRATION Corp ($84.79M), Marshall Wace LLP ($83.78M), Confluence Investment Management LLC ($78.62M), Ameriprise Financial Inc. ($73.73M), and Advisors Capital Management LLC ($64.52M).Learn more on ARCC's institutional investors.

What percentage of Ares Capital stock is owned by institutional investors?

27.38% of Ares Capital stock is owned by institutional investors. Learn more on ARCC's institutional investor holdings.

Which institutional investors have been buying Ares Capital stock?

Of the 595 institutional investors that purchased Ares Capital stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Van ECK Associates Corp ($5.97M), International Assets Investment Management LLC ($4.37M), Confluence Investment Management LLC ($4.25M), Marshall Wace LLP ($2.88M), Providence Capital Advisors LLC ($2.60M), Cottage Street Advisors LLC ($2.18M), and CCLA Investment Management ($2.05M).

How much institutional buying is happening at Ares Capital?

Institutional investors have bought a total of 65,608,445 shares in the last 24 months. This purchase volume represents approximately $1.24B in transactions.

Which Ares Capital major shareholders have been selling company stock?

Of the 375 institutional investors that sold Ares Capital stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: BNP Paribas Financial Markets ($4.86M), BNP Paribas Arbitrage SNC ($3.54M), Cottage Street Advisors LLC ($2.14M), Baillie Gifford & Co. ($1.95M), HighTower Advisors LLC ($1.79M), OMERS ADMINISTRATION Corp ($1.35M), and Marshall Wace LLP ($1.20M).

How much institutional selling is happening at Ares Capital?

Institutional investors have sold a total of 34,955,904 shares in the last 24 months. This volume of shares sold represents approximately $663.55M in transactions.


This page (NASDAQ:ARCC) was last updated on 7/17/2024 by MarketBeat.com Staff

From Our Partners