SLR Investment Ownership | Who Owns SLR Investment?


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SLR Investment Ownership Summary


SLR Investment is owned by 31.45% institutional investors, 2.72% insiders, and 65.82% 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 Investment31.45%2.72%65.82%
SectorFinancial Services Stocks 51.64%15.54%32.82%
IndustryAsset Management Stocks50.65%9.51%39.84%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Thornburg investment management4.37M8.02%$70.57M
Jpmorgan chase1.37M2.51%$22.11M
Van eck associates1.12M2.05%$18.08M
Aristotle capital boston980.41K1.80%$15.82M
Ares management944.13K1.73%$15.24M
Two sigma advisers, lp382.08K0.70%$6.17M
Legal & general group361.15K0.66%$5.84M
Condor capital management341.82K0.63%$5.52M
Raymond james financial326.95K0.60%$5.28M
Blackrock funding, inc. /de310.58K0.57%$5.01M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Intrepid family office250.00K3.30%$4.04M
Muzinich267.58K1.87%$4.32M
Thornburg investment management4.37M0.91%$70.57M
Aristotle capital boston980.41K0.81%$15.82M
Ares management944.13K0.78%$15.24M
Pullen investment management55.37K0.74%$890.92K
Epiq partners64.76K0.57%$1.05M
Condor capital management341.82K0.48%$5.52M
Garner asset management58.90K0.44%$950.67K
All season financial advisors25.95K0.38%$417.60K

Top Buyers

HolderShares% AssetsChange
Van eck associates1.12M0.02%144.88K
Muzinich267.58K1.87%89.49K
Trexquant investment lp176.33K0.03%75.88K
Blackrock funding, inc. /de310.58K0.00%73.00K
Epiq partners64.76K0.57%64.76K

Top Sellers

HolderShares% AssetsChange
Ares management944.13K0.78%-486.07K
Empirical asset management---241.04K
Graniteshares advisors---152.94K
Strategic financial concepts---117.68K
Confluence investment management87.56K0.02%-99.83K

New Positions

HolderShares% AssetsChangeValue
Epiq partners64.76K0.57%64.76K$1.05M
Dimensional fund advisors lp48.88K0.00%48.88K$786.48K
Jump financial48.43K0.01%48.43K$781.68K
Susquehanna group, llp25.91K0.00%25.91K$418.72K
Wealthspire advisors25.08K0.00%25.08K$404.86K

Sold Out

HolderChange
Financial gravity asset management-15.00
Byrne asset management-25.00
Principal securities-31.00
National bank of canada /fi/-51.00
Point72 (difc)-55.00

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
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%
Sep 30, 20241161.75%15,707,045-0.38%283.45%656.56%30-3.23%
Jun 30, 2024114-2.56%15,766,7590.67%283.51%617.02%31-16.22%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Thornburg Investment Income Builder A4.31M7.90%-
Thornburg Investment Income Builder Sep4.31M7.90%-
VanEck BDC Income ETF954.37K1.75%-2.11K
Putnam BDC Income ETF335.48K0.61%9.97K
iShares Listed Private Eq ETF USD Dist312.87K0.57%-
Aristotle Small Cap Equity CIT B165.46K0.30%-
GraniteShares HIPS US High Income ETF156.17K0.29%2.15K
Aristotle Small/Mid Cap Equity CIT B139.57K0.26%-1.03K
Alternative Credit Income I115.21K0.21%-
Undrly Fid DC L&G Fut Wld Mlt Asst MAGJ105.09K0.19%13.05K

Recent Insider Transactions


DateNameRoleActivityValue
Sep 09, 2025Roberts Andrea Colvin-Buy$120.25K
Mar 04, 2025GROSS MICHAEL S See RemarksBuy$762.05K
Mar 05, 2025GROSS MICHAEL S See RemarksBuy$644.75K
Mar 05, 2025SPOHLER BRUCE J See RemarksBuy$644.75K
Mar 04, 2025SPOHLER BRUCE J See RemarksBuy$762.05K

Insider Transactions Trends


DateBuySell
2025 Q31-
2025 Q14-
2024 Q21-
2024 Q110-
2023 Q38-

SLRC Ownership FAQ


Who Owns SLR Investment?

SLR Investment shareholders are primarily institutional investors at 31.45%, followed by 2.72% insiders and 65.83% retail investors. The average institutional ownership in SLR Investment's industry, Asset Management Stocks, is 50.65%, 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 (1.37M shares, 2.51%), and Van eck associates (1.12M shares, 2.05%). Together, they hold 12.58% 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 3.30% of its assets in 250K SLR Investment shares, valued at 4.04M$.

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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