Ares Capital Ownership | Who Owns Ares Capital?
Ares Capital Ownership Summary
Ares Capital is owned by 29.28% institutional investors, 0.53% insiders, and 70.19% retail investors. Morgan stanley is the largest institutional shareholder, holding 2.71% of ARCC shares. VanEck BDC Income ETF is the top mutual fund, with 1.97% of its assets in Ares Capital shares.
ARCC Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Ares Capital | 29.28% | 0.53% | 70.19% |
| Sector | Financial Services Stocks | 49.66% | 13.98% | 36.36% |
| Industry | Asset Management Stocks | 41.71% | 9.02% | 49.27% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Morgan stanley | 16.01M | 2.71% | $333.66M |
| Van eck associates | 11.68M | 1.98% | $243.43M |
| Bank of america corp /de/ | 6.65M | 1.13% | $138.68M |
| Royal bank of canada | 5.56M | 0.94% | $115.91M |
| Legal & general group | 5.34M | 0.90% | $111.31M |
| Fmr | 5.30M | 0.90% | $110.39M |
| Ameriprise financial | 4.11M | 0.70% | $85.76M |
| Lpl financial | 3.49M | 0.59% | $72.78M |
| Wells fargo & company/mn | 3.31M | 0.56% | $69.02M |
| Jpmorgan chase | 3.28M | 0.56% | $68.40M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Muzinich | 860.06K | 13.70% | $17.92M |
| Melia wealth | 709.94K | 8.07% | $14.80M |
| Emfo | 417.76K | 7.79% | $8.71M |
| Greenwich investment management | 392.52K | 7.49% | $8.18M |
| Gilbert & cook | 1.42M | 4.32% | $29.59M |
| Progeny 3 | 1.98M | 3.96% | $41.34M |
| Foresight capital management advisors | 260.92K | 3.68% | $5.44M |
| Bruni j v & co /co | 1.40M | 3.63% | $29.14M |
| Granite fo | 237.97K | 3.17% | $4.96M |
| Mcgowan group asset management | 1.03M | 3.00% | $21.57M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Van eck associates | 11.68M | 0.35% | 1.96M |
| Jpmorgan chase | 3.28M | 0.01% | 1.44M |
| Morgan stanley | 16.01M | 0.03% | 1.21M |
| Two sigma investments, lp | 1.93M | 0.09% | 910.82K |
| Parallax volatility advisers | 769.80K | 0.03% | 726.20K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Omers administration | 1.87M | 0.38% | -2.19M |
| Royal bank of canada | 5.56M | 0.03% | -1.10M |
| Hudson bay capital management lp | - | - | -536.21K |
| Cliffwater | - | - | -470.79K |
| Two sigma advisers, lp | 2.13M | 0.10% | -412.00K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Ubs asset management americas | 697.57K | 0.00% | 697.57K | $14.54M |
| Goldman sachs group | 299.90K | 0.00% | 299.90K | $6.25M |
| Credit agricole s a | 275.00K | 0.03% | 275.00K | $5.73M |
| Ia global asset management | 250.06K | 0.06% | 250.06K | $5.21M |
| Congress wealth management llc / de / | 198.58K | 0.07% | 198.58K | $4.14M |
Sold Out
| Holder | Change |
|---|---|
| Financial gravity asset management | -3.00 |
| Mather group, llc. | -10.00 |
| Triad wealth partners | -16.00 |
| Financial synergies wealth advisors | -25.00 |
| Pacifica partners | -50.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 742 | 0.68% | 185,903,694 | 3.35% | 29 | 3.16% | 397 | 5.03% | 191 | -6.83% |
| Jun 30, 2024 | 728 | -0.27% | 175,632,217 | 1.19% | 29 | 3.45% | 376 | 3.01% | 202 | 5.21% |
| Mar 31, 2024 | 730 | 0.83% | 173,566,223 | 1.01% | 29 | 3.05% | 365 | -1.88% | 192 | -4.48% |
| Dec 31, 2023 | 724 | 6.47% | 171,825,792 | 3.81% | 31 | 3.58% | 372 | 14.11% | 201 | 5.24% |
| Sep 30, 2023 | 680 | 0.59% | 165,512,788 | 1.41% | 29 | 3.31% | 326 | 1.56% | 191 | -4.98% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| VanEck BDC Income ETF | 12.74M | 1.97% | 8.39K |
| Fidelity Dividend Growth | 3.04M | 0.47% | -226.40K |
| Confluence Equity Income | 2.76M | 0.44% | -129.97K |
| iShares Listed Private Eq ETF USD Dist | 1.88M | 0.29% | - |
| Capital Advisors Equity Dividend Strgy | 1.44M | 0.23% | 45.52K |
| Dynamic Alternative Yield Series IP | 1.20M | 0.19% | - |
| Undrly L&G Pen PMC Diversified | 1.15M | 0.18% | -170.00 |
| Advisors Capital Balanced | 978.73K | 0.16% | 60.20K |
| Undrly Fid DC L&G Fut Wld Mlt Asst MAGJ | 981.34K | 0.15% | 981.34K |
| FlexShares® Listed Priv Eq ETF USD Acc | 915.21K | 0.14% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| May 02, 2023 | SCHNABEL MICHAEL KORT | Co-President | Buy | $267.60K |
| Mar 16, 2023 | ROLL PENELOPE F | Chief Financial Officer | Buy | $52.32K |
| Mar 15, 2023 | ROLL PENELOPE F | Chief Financial Officer | Buy | $52.50K |
| Sep 14, 2022 | ROLL PENELOPE F | Chief Financial Officer | Buy | $47.60K |
| Aug 31, 2022 | HENSON MARY BETH | Buy | $177.93K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q1 | - | - |
| 2023 Q2 | 1 | - |
| 2023 Q1 | 2 | - |
| 2022 Q4 | - | - |
| 2022 Q3 | 3 | - |
ARCC Ownership FAQ
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