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Gladstone Investment Ownership | Who Owns Gladstone Investment?

OverviewForecastRevenueFinancialsChartTranscripts

Gladstone Investment Ownership Summary

Gladstone Investment is owned by 16.31% institutional investors, 1.85% insiders, and 81.84% retail investors. Melia wealth is the largest institutional shareholder, holding 3.24% of GAIN shares. VanEck BDC Income ETF is the top mutual fund, with 2.16% of its assets in Gladstone Investment shares.

GAIN Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockGladstone Investment16.31%1.85%81.84%
SectorFinancial Services Stocks 36.95%15.48%47.58%
IndustryAsset Management Stocks33.74%8.99%57.26%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Melia wealth1.20M3.24%$16.55M
Van eck associates854.73K2.32%$11.81M
Ubs group484.85K1.31%$6.70M
Morgan stanley317.94K0.86%$4.39M
Blackrock funding, inc. /de315.60K0.86%$4.36M
Marshall wace, llp295.34K0.80%$4.08M
Legal & general group222.55K0.60%$3.08M
Outfitter financial201.90K0.55%$2.79M
Lpl financial195.76K0.53%$2.71M
Blackrock177.55K0.49%$2.48M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Melia wealth1.20M7.25%$16.55M
Outfitter financial201.90K2.26%$2.79M
Union bancaire privee, ubp sa19.81K0.58%$40.83M
Albert d mason51.01K0.46%$704.99K
Legacy capital wealth partners101.21K0.30%$1.40M
Virtus investment advisers70.25K0.28%$970.91K
Ameriflex group42.34K0.22%$585.11K
Garner asset management36.29K0.20%$501.51K
United advisor group78.43K0.15%$1.08M
Prosperity financial group19.40K0.10%$268.11K

Top Buyers

HolderShares% AssetsChange
Marshall wace, llp295.34K0.00%265.37K
Ubs group484.85K0.00%229.19K
Melia wealth1.20M7.25%64.56K
Blackrock funding, inc. /de315.60K0.00%64.40K
Ameriflex group42.34K0.22%42.34K

Top Sellers

HolderShares% AssetsChange
Kingstone capital partners texas---1.76M
Virtus etf advisers---67.80K
Hrt financial lp---57.50K
Two sigma investments, lp---56.08K
Two sigma advisers, lp---42.24K

New Positions

HolderShares% AssetsChangeValue
Magnetar financial30.09K0.00%30.09K$415.84K
Janney montgomery scott19.38K0.00%19.38K$268.00K
Oxford asset management llp17.73K0.09%17.73K$244.99K
D. e. shaw17.63K0.00%17.63K$233.65K
Mirae asset global investments14.00K0.00%14.00K$193.48M

Sold Out

HolderChange
Creekmur asset management-1.00
Transce3nd-35.00
Spire wealth management-43.00
Morton brown family wealth-52.00
Redwood wealth management group-150.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Sep 30, 2025851.19%6,018,475-14.01%164.53%41-14.58%2222.22%
Jun 30, 202584-4.55%7,268,16236.23%199.34%4919.51%17-34.62%
Mar 31, 202588-5,333,7963.80%147.42%41-26-3.70%
Dec 31, 202455-34.52%3,953,112-20.85%105.81%21-43.24%19-26.92%
Sep 30, 202483-5.68%4,993,633-8.25%135.99%36-16.28%268.33%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
VanEck BDC Income ETF824.36K2.16%-783.00
iShares Listed Private Eq ETF USD Dist209.47K0.55%-
Undrly Fid DC L&G Fut Wld Mlt Asst MAGJ70.96K0.19%9.54K
FID DC L&G Diversified Fund65.60K0.18%65.60K
Invesco Global Listed Private Equity ETF55.04K0.14%-
Virtus Private Credit ETF53.77K0.14%-
Abante Quant Value Small Caps FI45.71K0.12%-
Mediobanca SICAV PE Strat C16.11K0.04%-1.89K
FlexShares® Listed Priv Eq ETF USD Acc12.32K0.03%-
RBC Microcap Value I10.20K0.03%-

Recent Insider Transactions

DateNameRoleActivityValue
Nov 06, 2023Easton Rachael Z. CFO and TreasurerBuy$9.54K
Aug 07, 2023DULLUM DAVID A R PresidentBuy$66.97K
Mar 16, 2023Easton Rachael Z. CFO and TreasurerBuy$4.92K
Mar 14, 2023DULLUM DAVID A R PresidentBuy$38.52K
Feb 06, 2023WILKINSON WALTER H-Buy$51.11K

Insider Transactions Trends

DateBuySell
2024 Q4--
2023 Q41-
2023 Q31-
2023 Q13-
2022 Q41-

GAIN Ownership FAQ

Who Owns Gladstone Investment?

Gladstone Investment shareholders are primarily institutional investors at 16.31%, followed by 1.85% insiders and 81.84% retail investors. The average institutional ownership in Gladstone Investment's industry, Asset Management Stocks, is 33.74%, which Gladstone Investment falls below.

Who owns the most shares of Gladstone Investment?

Gladstone Investment’s largest shareholders are Melia wealth (1.2M shares, 3.24%), Van eck associates (854.73K shares, 2.32%), and Ubs group (484.85K shares, 1.31%). Together, they hold 6.87% of Gladstone Investment’s total shares outstanding.

Does Blackrock own Gladstone Investment?

Yes, BlackRock owns 0.49% of Gladstone Investment, totaling 177.55K shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 2.48M$. In the last quarter, BlackRock increased its holdings by 412 shares, a 0.23% change.

Who is Gladstone Investment’s biggest shareholder by percentage of total assets invested?

Melia wealth is Gladstone Investment’s biggest shareholder by percentage of total assets invested, with 7.25% of its assets in 1.2M Gladstone Investment shares, valued at 16.55M$.

Who is the top mutual fund holder of Gladstone Investment shares?

VanEck BDC Income ETF is the top mutual fund holder of Gladstone Investment shares, with 2.16% of its total shares outstanding invested in 824.36K Gladstone Investment shares.

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