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SLR Investment Ownership | Who Owns SLR Investment?

OverviewForecastRevenueFinancialsChartTranscripts

SLR Investment Ownership Summary

SLR Investment is owned by 5.59% institutional investors, 2.74% insiders, and 91.68% retail investors. Thornburg investment management is the largest institutional shareholder, holding 8.02% of SLRC shares. Thornburg Investment Income Builder A is the top mutual fund, with 7.90% of its assets in SLR Investment shares.

SLRC Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockSLR Investment5.59%2.74%91.68%
SectorFinancial Services Stocks 32.19%15.44%52.37%
IndustryAsset Management Stocks46.20%8.54%45.25%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Thornburg investment management4.37M8.02%$66.86M
Jpmorgan chase1.36M2.49%$20.99M
Van eck associates1.20M2.19%$18.27M
Aristotle capital boston962.01K1.76%$14.71M
Ubs group577.73K1.06%$8.93M
Muzinich534.34K0.98%$8.26M
Two sigma advisers, lp502.10K0.92%$7.68M
Franklin resources449.29K0.82%$6.95M
Epiq partners417.13K0.76%$6.45M
Blackrock funding, inc. /de387.31K0.71%$5.99M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Intrepid family office250.00K3.20%$3.82M
Epiq partners417.13K3.01%$6.45M
Muzinich534.34K2.60%$8.26M
Triad investment management124.81K1.95%$1.93B
Thornburg investment management4.37M0.87%$66.86M
Aristotle capital boston962.01K0.76%$14.71M
Garner asset management97.51K0.58%$1.51M
Significant wealth partners29.35K0.51%$453.74K
Condor capital management374.06K0.47%$5.78M
All season financial advisors25.95K0.38%$417.60K

Top Buyers

HolderShares% AssetsChange
Ensign peak advisors350.00K0.01%350.00K
Muzinich534.34K2.60%145.32K
Triad investment management124.81K1.95%124.81K
Morgan stanley323.24K0.00%107.15K
Ubs group577.73K0.00%77.70K

Top Sellers

HolderShares% AssetsChange
Empirical asset management---241.04K
Graniteshares advisors---152.94K
Ares management---138.50K
Strategic financial concepts---117.68K
Pekin hardy strauss---100.40K

New Positions

HolderShares% AssetsChangeValue
Ensign peak advisors350.00K0.01%350.00K$5.41M
Triad investment management124.81K1.95%124.81K$1.93B
Dimensional fund advisors lp48.88K0.00%48.88K$786.48K
Meridian investment counsel40.88K0.15%40.88K$631.93K
Significant wealth partners29.35K0.51%29.35K$453.74K

Sold Out

HolderChange
Fmr-8.00
Financial gravity asset management-15.00
Byrne asset management-25.00
National bank of canada /fi/-51.00
Point72 (difc)-55.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Dec 31, 202541-64.04%3,047,408-82.10%50.57%22-65.63%9-65.38%
Sep 30, 202546-62.60%4,089,600-75.77%70.78%23-67.14%10-69.70%
Jun 30, 202512611.50%17,158,0452.96%313.37%7120.34%3413.33%
Mar 31, 20253-97.52%1,348,155-91.76%20.27%1-98.53%1-96.43%
Dec 31, 2024114-3.39%14,654,706-6.91%263.23%64-3.03%26-13.33%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Thornburg Investment Income Builder A4.31M7.90%-
Thornburg Investment Income Builder Sep4.31M7.90%-
VanEck BDC Income ETF802.98K1.47%-
Putnam BDC Income ETF506.22K0.93%16.11K
iShares Listed Private Eq ETF USD Dist300.22K0.55%105.89K
GraniteShares HIPS US High Income ETF156.17K0.29%2.15K
Aristotle Small/Mid Cap Equity CIT B130.37K0.24%-1.34K
Aristotle Small Cap Equity CIT B121.43K0.22%-1.94K
Alternative Credit Income I115.21K0.21%-
Undrly L&G Pen PMC Diversified103.13K0.19%103.13K

Recent Insider Transactions

DateNameRoleActivityValue
Mar 16, 2026GROSS MICHAEL S See RemarksBuy$145.25K
Mar 13, 2026GROSS MICHAEL S See RemarksBuy$347.86K
Mar 03, 2026GROSS MICHAEL S See RemarksBuy$1.32M
Mar 04, 2026GROSS MICHAEL S See RemarksBuy$222.73K
Mar 04, 2026SPOHLER BRUCE J See RemarksBuy$222.73K

Insider Transactions Trends

DateBuySell
2026 Q16-
2025 Q31-
2025 Q14-
2024 Q21-
2024 Q110-

SLRC Ownership FAQ

Who Owns SLR Investment?

SLR Investment shareholders are primarily institutional investors at 5.59%, followed by 2.74% insiders and 91.67% retail investors. The average institutional ownership in SLR Investment's industry, Asset Management Stocks, is 46.20%, which SLR Investment falls below.

Who owns the most shares of SLR Investment?

SLR Investment’s largest shareholders are Thornburg investment management (4.37M shares, 8.02%), Jpmorgan chase (1.36M shares, 2.49%), and Van eck associates (1.2M shares, 2.19%). Together, they hold 12.69% of SLR Investment’s total shares outstanding.

Does Blackrock own SLR Investment?

BlackRock is not among the top 10 institutional shareholders of SLR Investment.

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

Intrepid family office is SLR Investment’s biggest shareholder by percentage of total assets invested, with 3.20% of its assets in 250K SLR Investment shares, valued at 3.82M$.

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

Thornburg Investment Income Builder A is the top mutual fund holder of SLR Investment shares, with 7.90% of its total shares outstanding invested in 4.31M SLR Investment shares.

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