Ares Capital Ownership | Who Owns Ares Capital?
Ares Capital Ownership Summary
Ares Capital is owned by 31.70% institutional investors, 0.98% insiders, and 67.32% 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 1.92% of its assets in Ares Capital shares.
ARCC Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Ares Capital | 31.70% | 0.98% | 67.32% |
| Sector | Financial Services Stocks | 40.29% | 14.61% | 45.11% |
| Industry | Asset Management Stocks | 33.12% | 8.74% | 58.14% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Morgan stanley | 16.01M | 2.71% | $333.66M |
| Van eck associates | 14.15M | 2.23% | $309.65M |
| Bank of america corp /de/ | 6.65M | 1.13% | $138.68M |
| Legal & general group | 4.65M | 0.73% | $101.85M |
| Jpmorgan chase | 4.27M | 0.67% | $93.44M |
| Royal bank of canada | 4.09M | 0.64% | $89.54M |
| Fmr | 4.01M | 0.63% | $87.68M |
| Confluence investment management | 3.81M | 0.60% | $83.47M |
| Lpl financial | 3.49M | 0.59% | $72.78M |
| Ameriprise financial | 3.72M | 0.59% | $81.53M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Muzinich | 961.83K | 13.19% | $21.05M |
| Vista finance | 384.31K | 8.64% | $8.41M |
| Melia wealth | 747.04K | 8.54% | $16.35M |
| Emfo | 417.76K | 7.79% | $8.71M |
| Greenwich investment management | 392.52K | 7.49% | $8.18M |
| Gilbert & cook | 1.57M | 4.84% | $34.31M |
| Foresight capital management advisors | 294.38K | 3.77% | $6.44M |
| Progeny 3 | 2.13M | 3.70% | $46.53M |
| Enstar group | 468.93K | 3.57% | $10.26M |
| Bruni j v & co /co | 1.36M | 3.38% | $29.85M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Raymond james financial | 2.66M | 0.02% | 2.66M |
| Van eck associates | 14.15M | 0.40% | 1.49M |
| Morgan stanley | 16.01M | 0.03% | 1.21M |
| Two sigma investments, lp | 2.68M | 0.13% | 1.20M |
| Jpmorgan chase | 4.27M | 0.01% | 881.45K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| International assets investment management | 180.88K | 0.34% | -3.43M |
| Invesco | 404.78K | 0.00% | -2.42M |
| State of tennessee, treasury department | - | - | -798.70K |
| Ubs asset management americas | - | - | -680.23K |
| Ameriprise financial | 3.72M | 0.02% | -629.50K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Raymond james financial | 2.66M | 0.02% | 2.66M | $58.16M |
| Enstar group | 468.93K | 3.57% | 468.93K | $10.26M |
| Columbus macro | 405.21K | 1.23% | 405.21K | $8.87M |
| Vista finance | 384.31K | 8.64% | 384.31K | $8.41M |
| Lgt group foundation | 383.61K | 0.13% | 383.61K | $8.40M |
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 % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2024 | 794 | 5.59% | 197,811,763 | 5.83% | 31 | 3.66% | 455 | 13.18% | 188 | -3.59% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| VanEck BDC Income ETF | 13.13M | 1.92% | - |
| Confluence Equity Income | 2.80M | 0.42% | 353.70K |
| Fidelity Dividend Growth | 2.64M | 0.39% | -47.50K |
| iShares Listed Private Eq ETF USD Dist | 2.01M | 0.29% | - |
| Capital Advisors Equity Dividend Strgy | 1.52M | 0.22% | 46.30K |
| Undrly L&G Diversified Life | 1.19M | 0.18% | 6.44K |
| Undrly L&G Pen PMC Diversified | 1.19M | 0.18% | 35.99K |
| FID DC L&G Diversified Fund | 1.09M | 0.16% | -61.25K |
| Advisors Capital Balanced | 978.73K | 0.16% | 60.20K |
| Undrly Fid DC L&G Fut Wld Mlt Asst MAGJ | 981.33K | 0.15% | -7.00 |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Mar 03, 2025 | Miller James Robert | Co-President | Buy | $932.80K |
| Feb 11, 2025 | Bates Ann Torre | - | Buy | $136.50K |
| 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 |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q1 | 2 | - |
| 2024 Q4 | - | - |
| 2024 Q1 | - | - |
| 2023 Q2 | 1 | - |
| 2023 Q1 | 2 | - |
ARCC Ownership FAQ
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