Ares Capital Ownership | Who Owns Ares Capital?
Ares Capital Ownership Summary
Ares Capital is owned by 38.10% institutional investors, 0.55% insiders, and 61.36% 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 1.82% of its assets in Ares Capital shares.
ARCC Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail | 
|---|---|---|---|---|
| Stock | Ares Capital | 38.10% | 0.55% | 61.36% | 
| Sector | Financial Services Stocks | 51.64% | 15.54% | 32.82% | 
| Industry | Asset Management Stocks | 51.84% | 9.46% | 38.70% | 
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value | 
|---|---|---|---|
| Morgan stanley | 16.01M | 2.71% | $333.66M | 
| Van eck associates | 13.01M | 1.87% | $285.68M | 
| Bank of america corp /de/ | 6.65M | 1.13% | $138.68M | 
| Legal & general group | 4.65M | 0.73% | $101.85M | 
| Generali asset management spa sgr | 5.05M | 0.73% | $103.11M | 
| 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 | 
| 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 | 
|---|---|---|---|
| Sage advisors | 1.03M | 15.12% | $21.10M | 
| Muzinich | 1.64M | 12.93% | $33.47M | 
| Melia wealth | 747.04K | 8.54% | $16.35M | 
| Vista finance | 606.75K | 8.22% | $12.38M | 
| Emfo | 417.76K | 7.79% | $8.71M | 
| Greenwich investment management | 392.52K | 7.49% | $8.18M | 
| Enstar group | 484.52K | 3.91% | $10.64M | 
| Bruni j v & co /co | 1.36M | 3.38% | $29.85M | 
| Foresight capital management advisors | 290.55K | 3.33% | $5.93M | 
| Mcgowan group asset management | 1.17M | 3.23% | $25.61M | 
Top Buyers
| Holder | Shares | % Assets | Change | 
|---|---|---|---|
| Morgan stanley | 16.01M | 0.03% | 1.21M | 
| Two sigma investments, lp | 2.68M | 0.13% | 1.20M | 
| Evercore wealth management | 1.67M | 0.57% | 1.18M | 
| Freestone grove partners lp | 1.13M | 0.19% | 1.13M | 
| Jpmorgan chase | 4.27M | 0.01% | 881.45K | 
Top Sellers
| Holder | Shares | % Assets | Change | 
|---|---|---|---|
| Kingstone capital partners texas | - | - | -43.82M | 
| Invesco | 404.78K | 0.00% | -2.42M | 
| Qube research | 316.79K | 0.01% | -1.12M | 
| State of tennessee, treasury department | - | - | -798.70K | 
| Baillie gifford | - | - | -753.65K | 
New Positions
| Holder | Shares | % Assets | Change | Value | 
|---|---|---|---|---|
| Freestone grove partners lp | 1.13M | 0.19% | 1.13M | $24.78M | 
| Lgt group foundation | 383.61K | 0.13% | 383.61K | $8.40M | 
| Brevan howard capital management lp | 164.79K | 0.02% | 164.79K | $3.62M | 
| Round rock advisors | 69.05K | 0.31% | 69.05K | $1.51M | 
| Permanens capital | 65.13K | 0.20% | 65.13K | $1.43M | 
Sold Out
| Holder | Change | 
|---|---|
| Financial gravity asset management | -3.00 | 
| Mather group, llc. | -10.00 | 
| Triad wealth partners | -16.00 | 
| Mcclarren financial advisors | -22.00 | 
| Financial synergies wealth advisors | -25.00 | 
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % | 
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2025 | 826 | -1.55% | 264,773,995 | 22.22% | 38 | 3.71% | 405 | -12.34% | 262 | 29.06% | 
| Mar 31, 2025 | 834 | - | 212,772,347 | 6.83% | 31 | 3.09% | 462 | -3.55% | 199 | - | 
| 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% | 
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change | 
|---|---|---|---|
| VanEck BDC Income ETF | 12.83M | 1.82% | -12.19K | 
| Confluence Equity Income | 2.69M | 0.39% | -104.23K | 
| iShares Listed Private Eq ETF USD Dist | 2.63M | 0.37% | - | 
| Fidelity Dividend Growth | 1.74M | 0.25% | -514.33K | 
| Capital Advisors Equity Dividend Strgy | 1.53M | 0.22% | 11.83K | 
| Dynamic Alternative Yield Series IP | 1.50M | 0.22% | 692.40K | 
| Undrly Fid DC L&G Fut Wld Mlt Asst MAGJ | 1.32M | 0.19% | 237.65K | 
| 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 | 1.22M | 0.18% | 62.96K | 
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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