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Who Owns Ares Capital Corp

Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in Ares Capital Corp.

Who crossed 5% of ARCC →
Managers holding
33
as of 2026-09-30
Reported value
$137.7M
summed across filings
Shares held
7.3M
Added vs trimmed
11 / 12
since each filer's last quarter

Positions as of 2026-09-30

Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.

ManagerValue
Sound Income Strategies, LLCCOM3.2M shadded$59.9M
Border to Coast Pensions Partnership LtdCommon Stock1.7M shtrimmed$32.4M
Dupree Financial Group, LLCCOM387.2K sh—$7.4M
Trinity Financial Advisors LLCCOM361K shtrimmed$6.9M
FINANCIAL MANAGEMENT NETWORK INCCOM316.2K shadded$6M
Mirador Capital Partners LPCOM254.8K shtrimmed$4.9M
Farther Finance Advisors, LLCCEF198.1K shtrimmed$3.8M
STABLEFORD CAPITAL II LLCCOM191.7K shtrimmed$3.7M
Avidian Wealth Enterprises, LLCCOM100.8K shadded$1.9M
Bank of New HampshireCOM82.1K shtrimmed$1.6M
Dickmeyer Boyce Financial Management, Inc.COM62.5K shtrimmed$1.2M
Investment Partners Asset Management, Inc.COM54.8K shadded$1M
Venture Visionary Partners LLCCOM40.4K shadded$771.2K
Werlinich Asset Management, LLCCOM38.9K shheld$742.6K
Mallini Complete Financial Planning LLCCEF36.1K shtrimmed$690.4K
Monument Capital ManagementCOM35.6K shadded$680.2K
Wedmont Private CapitalCOM34.9K shtrimmed$653.1K
CoreCap Advisors, LLCCEF30.6K shadded$584.8K
Baron Financial Group, LLCCOM26K shheld$496.2K
AMERICAN NATIONAL BANK & TRUSTCOM20K shheld$382K
RHODES INVESTMENT ADVISORS INC /ADVCOM19.5K shheld$372.5K
Valeo Financial Advisors, LLCCEF19.5K shadded$372.3K
MOODY NATIONAL BANK TRUST DIVISIONCOM16K shtrimmed$306K
Successful Portfolios LLCCOM16K shadded$300.4K
Worth Asset Management, LLCCEF12.8K shadded$245K
CHAPIN DAVIS, INC.COM11.5K shtrimmed$219.1K
ARMSTRONG ADVISORY GROUP, INCCOM5.7K shadded$109K
Investors Research CorpCOM4.3K shheld$82.1K
Rosenberg Matthew HamiltonCEF1.6K shheld$31.2K
Bullock Wealth Management GroupCEF1.2K shheld$23K
VALLEY WEALTH MANAGERS, INC.CEF999 sh—$19.1K
Wealth Enhancement Trust Services, Inc.COM700 shtrimmed$13.4K
TOMPKINS FINANCIAL CORPCOM459 shheld$8.8K

Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.

More on ARCC

Company overviewEverything on ARCC in one place, with the price.SEC filingsWhat ARCC's 8-Ks say happened: results, departures, auditor changes.Funds holding itWhich funds and ETFs hold ARCC, and how big a bet.

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