ARCC — Ares Capital Corp Institutional Holders · Q3 2026

Name: Who Owns ARCC? 39 Institutions Hold $202M (Q3 2026)
Creator: ko.io

Who owns Ares Capital Corp (ARCC)? 39 institutions reported holding $202.48M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Confluence Investment Management LLC ($62.6M), Sound Income Strategies, LLC ($59.9M), Border to Coast Pensions Partnership Ltd ($32.4M).

Rank	Institution	Value	Shares	Change
1	CONFLUENCE INVESTMENT MANAGEMENT LLC	$62.6M	3.3M	Trimmed
2	Sound Income Strategies, LLC	$59.9M	3.2M	Added
3	Border to Coast Pensions Partnership Ltd	$32.4M	1.7M	Trimmed
4	Dupree Financial Group, LLC	$7.4M	387,184	New
5	Trinity Financial Advisors LLC	$6.9M	361,044	Trimmed
6	FINANCIAL MANAGEMENT NETWORK INC	$6.0M	316,158	Added
7	Mirador Capital Partners LP	$4.9M	254,781	Trimmed
8	Farther Finance Advisors, LLC	$3.8M	198,060	Trimmed
9	STABLEFORD CAPITAL II LLC	$3.7M	191,701	Trimmed
10	Avidian Wealth Enterprises, LLC	$1.9M	100,778	Added
11	Bank of New Hampshire	$1.6M	82,099	Trimmed
12	Dickmeyer Boyce Financial Management, Inc.	$1.2M	62,494	Trimmed
13	GoalVest Advisory LLC	$1.2M	60,475	Added
14	Investment Partners Asset Management, Inc.	$1.0M	54,773	Added
15	Venture Visionary Partners LLC	$771,193	40,376	Added
16	Werlinich Asset Management, LLC	$742,608	38,880	Hold
17	Miller Global Investments, LLC	$719,554	37,673	Added
18	Mallini Complete Financial Planning LLC	$690,368	36,144	Trimmed
19	Monument Capital Management	$680,246	35,615	Added
20	Wedmont Private Capital	$653,104	34,851	Trimmed
21	CoreCap Advisors, LLC	$584,779	30,616	Added
22	Baron Financial Group, LLC	$496,159	25,977	Hold
23	AMERICAN NATIONAL BANK & TRUST	$382,000	20,000	Hold
24	RHODES INVESTMENT ADVISORS INC /ADV	$372,450	19,500	Hold
25	Valeo Financial Advisors, LLC	$372,321	19,493	Added

Source: SEC Form 13F filings · as of 2026-09-30