13F

Stock

Ares Capital Corp

ARCC · held by 832 managers

Reported value

$4.37B

Holders

832

+9 new · −8 exited

Holders’ est. mark

−$4.8M

Price effect on 9 books still in the name

Largest holder

$355.2M

MORGAN STANLEY

Notable conviction

Share of each notable manager’s 13F book.

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
MORGAN STANLEY17.6M$355.2M−$3.1MAdded$3.81M
UBS Group AG11.2M$226.6MHeld
Citadel8.08M$163.4MHeld
BANK OF AMERICA CORP /DE/7.88M$159.3M−$1.42MCut−$15.7M
JPMORGAN CHASE & CO7.82M$158.1MHeld
Legal & General Group Plc5.41M$109.4MHeld
Generali Asset Management SPA SGR5.05M$102.2MHeld
WELLS FARGO & COMPANY/MN4.39M$88.8MHeld
LPL Financial LLC4.21M$85.2MHeld
AMERIPRISE FINANCIAL INC4.16M$84.2MHeld
Advisors Capital Management, LLC3.57M$72.2MHeld
CONFLUENCE INVESTMENT MANAGEMENT LLC3.54M$71.7MHeld
BlackRock, Inc.3.16M$64MHeld
RAYMOND JAMES FINANCIAL INC3.16M$64MHeld
Allen Investment Management, LLC3.09M$62.4MHeld
ROYAL BANK OF CANADA3.01M$61MHeld
TWO SIGMA INVESTMENTS, LP2.97M$60MHeld
Evercore Wealth Management, LLC2.94M$59.4MHeld
Sound Income Strategies, LLC2.62M$54.7MHeld
STIFEL FINANCIAL CORP2.6M$52.6MHeld
OSAIC HOLDINGS, INC.2.57M$52MHeld
Fidelity2.5M$50.6MHeld
HighTower Advisors, LLC2.45M$49.5MHeld
OMERS ADMINISTRATION Corp2.36M$47.7MHeld
Rockefeller Capital Management L.P.2.25M$45.5MHeld
ARES MANAGEMENT LLC2.25M$45.4MHeld
Progeny 3, Inc.2.22M$45MHeld
Muzinich & Co., Inc.2.14M$43.3MHeld
NOMURA ASSET MANAGEMENT CO LTD1.76M$35.6MHeld
Sumitomo Mitsui Trust Group, Inc.1.67M$33.8MHeld
Altshuler Shaham Ltd1.65M$33.4MHeld
Clearbridge Investments, LLC1.64M$33.3MHeld
CAPITAL ADVISORS INC/OK1.57M$31.7MHeld
FRANKLIN RESOURCES INC1.51M$30.5MHeld
Cetera Investment Advisers1.47M$29.8MHeld
Michael & Susan Dell Foundation1.29M$26.1MHeld
BRUNI J V & CO /CO1.28M$25.8MHeld
GOLDMAN SACHS GROUP INC1.28M$25.8MHeld
NORTHERN TRUST CORP1.24M$25.1MHeld
TWO SIGMA ADVISERS, LP1.22M$24.6MHeld
SPINNAKER TRUST1.21M$24.5MHeld
Corient Private Wealth LLC1.19M$24.1MHeld
STEPHENS INC /AR/1.14M$23MHeld
Baird Financial Group, Inc.1.08M$21.8MHeld
BNP PARIBAS FINANCIAL MARKETS1.07M$21.7MHeld
Balyasny Asset Management L.P.1.01M$20.4MHeld
SAGE ADVISORS, LLC955.5K$19.3MHeld
MARSHALL WACE, LLP896K$18.1MHeld
MILLENNIUM MANAGEMENT LLC889.6K$18MHeld
BARCLAYS PLC841.6K$17M−$126.3KAdded$2.71M
Trexquant Investment LP832.4K$16.8MHeld
COMMONWEALTH EQUITY SERVICES, LLC830K$16.8MHeld
Melia Wealth LLC810.2K$16.4MHeld
Cerity Partners LLC808.6K$16.4MHeld
ENVESTNET ASSET MANAGEMENT INC802.6K$16.2MHeld
SIGMA INVESTMENT COUNSELORS INC792.6K$16MHeld
NEUBERGER BERMAN GROUP LLC774.7K$15.7MHeld
Edgemoor Investment Advisors, Inc.705K$14.3MHeld
Focus Partners Wealth698.9K$14.1MHeld
Estate Planners Group, LLC678.8K$13.7MHeld
TECTONIC ADVISORS LLC662.5K$13.4MHeld
D. E. Shaw & Co., Inc.630.3K$12.8MHeld
Naviter Wealth, LLC628.2K$12.7MHeld
Lido Advisors, LLC617K$12.5MHeld
D.A. DAVIDSON & CO.617.7K$12.5MHeld
Baltimore-Washington Financial Advisors, Inc.613.4K$12.4MHeld
Chicago Partners Investment Group LLC575.6K$12MHeld
Columbus Macro, LLC554.8K$11.2MHeld
PALISADE CAPITAL MANAGEMENT, LP551.8K$11.2MHeld
Bell Bank534.6K$10.8MHeld
CITIGROUP INC528K$10.7MHeld
LGT Group Foundation518.3K$10.5MHeld
Gilbert & Cook, Inc.501.4K$10.1MHeld
Steward Partners Investment Advisory, LLC491.6K$9.94MHeld
Qube Research & Technologies Ltd488.5K$9.88MHeld
VISTA FINANCE, LLC485.9K$9.83MHeld
XTX Topco Ltd482.9K$9.77MHeld
CIBC Private Wealth Group LLC467.3K$9.45MHeld
SCS Capital Management LLC453.7K$9.18MHeld
State Street449.3K$9.09MHeld
GRITSTONE ASSET MANAGEMENT LLC446.9K$9.04MHeld
Quantbot Technologies LP446.6K$9.03MHeld
Invesco Ltd.442.9K$8.96MHeld
Kestra Advisory Services, LLC442.9K$8.96MHeld
Advisors Asset Management, Inc.430.7K$8.71MHeld
OPPENHEIMER & CO INC421.1K$8.52MHeld
MGO ONE SEVEN LLC416.5K$8.43MHeld
Obermeyer Wealth Partners413.2K$8.36MHeld
Boston Partners412.7K$8.35MHeld
Carnegie Investment Counsel409.5K$8.28MHeld
DENALI ADVISORS LLC392.4K$7.94MHeld
Liberty Mutual Group Asset Management Inc.390K$7.89MHeld
Pathstone Holdings, LLC389.8K$7.88MHeld
JANE STREET GROUP, LLC386.5K$7.82MHeld
&PARTNERS382.1K$7.73MHeld
Rathbones Group PLC379.3K$7.67MHeld
one8zero8, LLC375K$7.59MHeld
NEW SOUTH CAPITAL MANAGEMENT INC373.1K$7.55MHeld
Jump Financial, LLC372.7K$7.54MHeld
ROMANO BROTHERS AND COMPANY365.9K$7.4MHeld
SFMG, LLC364.9K$7.38MHeld
Crestwood Advisors Group, LLC364.7K$7.38MHeld
Enstar Group LTD355K$7.18MHeld
FOUNDATIONS INVESTMENT ADVISORS, LLC347.3K$7.03MHeld
Clearstead Advisors, LLC346K$7MHeld
Creative Planning345.7K$6.99MHeld
Mutual Advisors, LLC343.2K$6.94MHeld
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC336.2K$6.92MHeld
Private Advisor Group, LLC332.8K$6.73MHeld
Smith Asset Management Co., LLC315.2K$6.38MHeld
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC313.5K$6.34MHeld
MANUFACTURERS LIFE INSURANCE COMPANY, THE312.3K$6.32MHeld
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.310.4K$6.28MHeld
Prairiewood Capital, LLC303.3K$6.14MHeld
ICG Advisors, LLC298.6K$6.11MHeld
INDEPENDENT FINANCIAL GROUP, LLC291.2K$5.89M−$51.9KAdded$10.5K
Sargent Investment Group, LLC282.9K$5.72MHeld
Merit Financial Group, LLC282.5K$5.72MHeld
BAYVIEW ASSET MANAGEMENT, LLC270K$5.46MHeld
TUDOR INVESTMENT CORP ET AL264.6K$5.35M−$47.6KCut−$5.94M
EVERGREEN CAPITAL MANAGEMENT LLC261.2K$5.28MHeld
SALEM INVESTMENT COUNSELORS INC257.9K$5.22MHeld
Russell Investments Group, Ltd.257.5K$5.21MHeld
Beacon Pointe Advisors, LLC256.9K$5.2MHeld
Skandinaviska Enskilda Banken AB (publ)252.6K$5.11MHeld
Mirador Capital Partners LP252.3K$5.1MHeld
Ensign Peak Advisors, Inc250K$5.06MHeld
Challenger Wealth Management245.8K$4.97MHeld
Texas Capital Bank Wealth Management Services Inc241.1K$4.88MHeld
BLAIR WILLIAM & CO/IL232.5K$4.7MHeld
Point72 Asset Management, L.P.232.2K$4.7MHeld
CONDOR CAPITAL MANAGEMENT231.9K$4.69MHeld
Perennial Advisors, LLC230.9K$4.67MHeld
AE Wealth Management LLC230K$4.65MHeld
Wealthcare Advisory Partners LLC228.5K$4.62MHeld
Mariner, LLC219.7K$4.45MHeld
Baugh & Associates, LLC230.4K$4.29MHeld
Apollon Wealth Management, LLC211.8K$4.29MHeld
HB Wealth Management, LLC211.5K$4.28MHeld
Meridian Wealth Management, LLC207.5K$4.2MHeld
Marble Wealth, LLC206.8K$4.18MHeld
Truvestments Capital LLC198.4K$4.01MHeld
M&G PLC200K$4MHeld
BROWN, LISLE/CUMMINGS, INC.196.3K$3.97MHeld
CAPTRUST FINANCIAL ADVISORS195.5K$3.96MHeld
Clear Creek Financial Management, LLC193.4K$3.91MHeld
Aquatic Capital Management LLC191.6K$3.88MHeld
First National Trust Co191.1K$3.87MHeld
CIBC WORLD MARKET INC.189.2K$3.83MHeld
Independent Advisor Alliance185.2K$3.75MHeld
Waverly Advisors, LLC182.6K$3.69MHeld
Cottage Street Advisors LLC177.9K$3.6MHeld
FINANCIAL MANAGEMENT NETWORK INC174.8K$3.57MHeld
Closed-End Fund Advisors, Inc.170.9K$3.46MHeld
Providence Capital Advisors, LLC169.6K$3.43MHeld
Baker Avenue Asset Management, LP168.4K$3.41MHeld
Sunbelt Securities, Inc.166.6K$3.37MHeld
Joel Isaacson & Co., LLC165.5K$3.35MHeld
MARATHON CAPITAL MANAGEMENT164.8K$3.33MHeld
Newbridge Financial Services Group, Inc.164.8K$3.33MHeld
Sigma Planning Corp163.5K$3.31MHeld
Generali Investments CEE, investicni spolecnost, a.s.162.1K$3.28MHeld
IHT Wealth Management, LLC159.3K$3.22MHeld
Universal- Beteiligungs- und Servicegesellschaft mbH158.8K$3.21MHeld
Bank of New York Mellon Corp156.6K$3.17MHeld
BBR PARTNERS, LLC156.2K$3.16MHeld
Waterloo Capital, L.P.155.5K$3.14MHeld
Cornerstone Select Advisors, LLC154.5K$3.13MHeld
NewEdge Advisors, LLC154.5K$3.13MHeld
Curated Wealth Partners LLC153.2K$3.1MHeld
Intellectus Partners, LLC150.4K$3.04MHeld
Orion Porfolio Solutions, LLC149.4K$3.02MHeld
Granite FO LLC149.3K$3.02MHeld
Uniplan Investment Counsel, Inc.149.1K$3.02MHeld
Cornerstone Advisory, LLC145.9K$2.95MHeld
Hennion & Walsh Asset Management, Inc.145.7K$2.95MHeld
STABLEFORD CAPITAL II LLC145.6K$2.95MHeld
COMMUNITY TRUST & INVESTMENT CO144.9K$2.93MHeld
COMERICA BANK144.7K$2.93MHeld
Squarepoint Ops LLC144.5K$2.92MHeld
Banque Cantonale Vaudoise144K$2.91MHeld
U.S. Capital Wealth Advisors, LLC141.8K$2.87MHeld
Argent Trust Co140.2K$2.84MHeld
Taylor Frigon Capital Management LLC138.7K$2.81MHeld
Farther Finance Advisors, LLC138.1K$2.79MHeld
IEQ CAPITAL, LLC136.8K$2.77MHeld
TICINO WEALTH133.2K$2.69MHeld
Arkadios Wealth Advisors130.9K$2.65MHeld
Aberdeen Group plc130.3K$2.64MHeld
Larson Financial Group LLC130.3K$2.64MHeld
TRUIST FINANCIAL CORP130.1K$2.63MHeld
Mesirow Financial Investment Management, Inc.129.9K$2.63MHeld
NewEdge Wealth, LLC129.5K$2.62MHeld
Brendel Financial Advisors LLC128K$2.59MHeld
FourThought Financial Partners, LLC127.4K$2.58MHeld
Gateway Wealth Partners, LLC127.3K$2.58MHeld
BROWN ADVISORY INC126.2K$2.55MHeld
Engineers Gate Manager LP125.4K$2.54MHeld
Sciencast Management LP125K$2.53MHeld
LFG Wealth Partners, LLC121.7K$2.46MHeld
JOHNSON INVESTMENT COUNSEL INC118.6K$2.4MHeld
MAGNOLIA CAPITAL ADVISORS LLC117.1K$2.37MHeld
PNC Financial Services Group, Inc.114.2K$2.31MHeld
CreativeOne Wealth, LLC112.7K$2.28MHeld
Whipplewood Advisors, LLC112.5K$2.28MHeld
Palogic Value Management, L.P.110.6K$2.24MHeld
SUSQUEHANNA INTERNATIONAL GROUP, LLP109.5K$2.21MHeld
WCG Wealth Advisors LLC106.7K$2.16MHeld
ExodusPoint Capital Management, LP106.1K$2.15MHeld
United Advisor Group, LLC105.6K$2.14MHeld
Sculati Wealth Management, LLC105.5K$2.13MHeld
Plan Group Financial, LLC104.5K$2.11MHeld
Bramshill Investments, LLC104.4K$2.11MHeld
MAINSTAY CAPITAL MANAGEMENT LLC /ADV104.2K$2.11M−$18.7KCut−$132.8K
Essex Financial Services, Inc.104K$2.1MHeld
DARK FOREST CAPITAL MANAGEMENT LP102K$2.06MHeld
RIVERBRIDGE PARTNERS LLC101.9K$2.06MHeld
Family Manage LLC101.1K$2.05MHeld
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO100.4K$2.03MHeld
EAGLE GLOBAL ADVISORS LLC99.8K$2.02MHeld
Texas Yale Capital Corp.98.5K$1.99MHeld
Prospera Financial Services Inc98.3K$1.99MHeld
KESTRA PRIVATE WEALTH SERVICES, LLC97.8K$1.98MHeld
BankPlus Trust Department95.4K$1.93MHeld
MBM WEALTH CONSULTANTS, LLC92.5K$1.87MHeld
Atlantic Union Bankshares Corp91.6K$1.85MHeld
Kingsview Wealth Management, LLC90.7K$1.83MHeld
Jaffetilchin Investment Partners, LLC89.8K$1.82MHeld
Stonebridge Financial Planning Group, LLC88.7K$1.79MHeld
Sanctuary Advisors, LLC88.6K$1.79M−$15.9KCut−$186.6K
Integras Partners LLC87.5K$1.77MHeld
WHITTIER TRUST CO85.4K$1.76MHeld
J.W. COLE ADVISORS, INC.92.7K$1.73MHeld
Bank of New Hampshire83.7K$1.69MHeld
Icahn Capital83K$1.68MHeld
Stiles Financial Services Inc82.4K$1.67MHeld
Ayrshire Capital Management LLC82.3K$1.66MHeld
Savant Capital, LLC81.9K$1.66M−$14.7KCut−$122.2K
MML INVESTORS SERVICES, LLC81.1K$1.64MHeld
MERCER GLOBAL ADVISORS INC /ADV80.2K$1.62MHeld
RDA Financial Network80.1K$1.62MHeld
ELEVATION POINT WEALTH PARTNERS, LLC79.6K$1.61M−$5.34KAdded$1.54M
Vestmark Advisory Solutions, Inc.79.6K$1.61MHeld
UNITED CAPITAL FINANCIAL ADVISORS, LLC79.2K$1.6MHeld
Brown Miller Wealth Management, LLC78.2K$1.58MHeld
Samalin Investment Counsel, LLC77.8K$1.57MHeld
Strategic Wealth Partners, Ltd.77.1K$1.56MHeld
1832 Asset Management L.P.76.3K$1.54MHeld
Global Retirement Partners, LLC76.1K$1.54MHeld
Register Financial Advisors LLC75.9K$1.54MHeld

Who left

Positions as of Q4 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.