Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in ARCC held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 16.4M | $294.7M | -6.9% | 2.278% | 0.02% |
| 2 | UBS Group AG | 14.3M | $258.4M | +28.0% | 1.997% | 0.04% |
| 3 | STRS OHIO | 10.5M | $189.2M | — | 1.462% | 0.75% |
| 4 | BANK OF AMERICA CORP /DE/ | 9.1M | $164.6M | +16.0% | 1.272% | 0.01% |
| 5 | Generali Asset Management SPA SGR | 7.5M | $136.0M | +49.4% | 1.051% | 2.84% |
| 6 | TWO SIGMA INVESTMENTS, LP | 7.3M | $131.7M | +146.2% | 1.018% | 0.11% |
| 7 | Legal & General Group Plc | 6.0M | $107.6M | +10.5% | 0.832% | 0.02% |
| 8 | WELLS FARGO & COMPANY/MN | 4.5M | $80.8M | +2.3% | 0.625% | 0.02% |
| 9 | CITADEL ADVISORS LLC | 4.2M | $75.5M | -54.2% | 0.584% | 0.04% |
| 10 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 4.2M | $75.1M | +6.6% | 0.581% | 0.01% |
| 11 | LPL Financial LLC | 4.0M | $72.8M | -4.1% | 0.562% | 0.02% |
| 12 | Advisors Capital Management, LLC | 3.9M | $70.9M | +10.3% | 0.548% | 0.83% |
| 13 | AMERIPRISE FINANCIAL INC | 3.8M | $68.0M | -9.3% | 0.526% | 0.02% |
| 14 | HighTower Advisors, LLC | 3.5M | $63.7M | +44.5% | 0.492% | 0.07% |
| 15 | RAYMOND JAMES FINANCIAL INC | 3.4M | $62.1M | +9.1% | 0.480% | 0.02% |
| 16 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 3.4M | $61.9M | -3.0% | 0.478% | 0.96% |
| 17 | Evercore Wealth Management, LLC | 3.1M | $56.2M | +6.2% | 0.435% | 0.88% |
| 18 | OMERS ADMINISTRATION Corp | 2.8M | $51.1M | +20.1% | 0.395% | 0.33% |
| 19 | ROYAL BANK OF CANADA | 2.7M | $48.1M | -11.5% | 0.372% | 0.01% |
| 20 | STIFEL FINANCIAL CORP | 2.6M | $47.5M | +1.4% | 0.367% | 0.04% |
| 21 | Sound Income Strategies, LLC | 2.7M | $47.2M | +1.8% | 0.371% | 2.28% |
| 22 | ARES MANAGEMENT LLC | 2.6M | $47.1M | +16.3% | 0.364% | 3.10% |
| 23 | Allen Investment Management LLC | 2.6M | $46.8M | -15.8% | 0.362% | 0.58% |
| 24 | CITIGROUP INC | 2.4M | $44.1M | -3.2% | 0.341% | 0.02% |
| 25 | BlackRock, Inc. | 2.4M | $43.2M | -24.2% | 0.334% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in ARCC — a direct measure of their conviction.
Filings activity in ARCC during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new ARCC position in Q1 2026
Institutions that fully closed their ARCC position in Q1 2026
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 792 | 1.7% | 29.78% | 2.70 pp | $4.12B | 8.3% |
| Q4 2025 | 806 | +5.8% | 32.48% | +1.75 pp | $4.49B | +5.7% |
| Q3 2025 | 762 | 5.9% | 30.73% | 1.11 pp | $4.25B | 3.5% |
| Q2 2025 | 810 | +0.2% | 31.84% | +0.86 pp | $4.40B | +2.8% |
| Q1 2025 | 808 | +2.3% | 30.98% | +1.26 pp | $4.28B | +4.2% |
| Q4 2024 | 790 | +9.7% | 29.72% | +6.10 pp | $4.11B | +26% |
| Q3 2024 | 720 | +2.6% | 23.62% | +0.38 pp | $3.27B | +1.7% |
| Q2 2024 | 702 | — | 23.24% | — | $3.21B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying ARCC stock.
Based on Q1 2026 13F filings, institutional ownership of Ares Capital Corporation stands at 29.8%, held across 792 reporting institutions.
MORGAN STANLEY is the largest reported institutional holder of ARCC, with approximately 16,354,360 shares worth $0.29B as of Q1 2026.
Yes — 3 widely-followed marquee investors appear among the top 25 institutional holders of ARCC, including TWO SIGMA INVESTMENTS, LP, CITADEL ADVISORS LLC, SUSQUEHANNA INTERNATIONAL GROUP, LLP.
Our composite Smart Money Score for ARCC is 46 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
103 institutions opened new positions in ARCC during Q1 2026, while 117 fully exited. 130 added to existing positions and 552 trimmed.
ARCC institutional ownership fell by 2.70 percentage points quarter-over-quarter, with a net change of -14 holders.
The top 10 institutions account for 36.8% of all reported 13F value in ARCC, and the top 25 account for 56.9%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Ares Capital Corporation (ARCC) Institutional Ownership