SLR Investment Ownership | Who Owns SLR Investment?

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SLR Investment Ownership Summary

SLR Investment is owned by 7.50% institutional investors, 2.74% insiders, and 89.77% 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

Type	Name	% Inst	% Insiders	% Retail
Stock	SLR Investment	7.50%	2.74%	89.77%
Sector	Financial Services Stocks	36.95%	15.48%	47.58%
Industry	Asset Management Stocks	33.74%	8.99%	57.26%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Thornburg investment management	4.37M	8.02%	$66.86M
Jpmorgan chase	1.34M	2.46%	$20.53M
Van eck associates	1.20M	2.19%	$18.27M
Aristotle capital boston	962.01K	1.76%	$14.71M
Two sigma advisers, lp	502.10K	0.92%	$7.68M
Ubs group	500.02K	0.92%	$7.65M
Franklin resources	416.11K	0.76%	$6.36M
Epiq partners	392.79K	0.72%	$6.01M
Blackrock funding, inc. /de	392.05K	0.72%	$5.99M
Muzinich	389.01K	0.71%	$5.95M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Intrepid family office	250.00K	3.20%	$3.82M
Epiq partners	392.79K	2.84%	$6.01M
Muzinich	389.01K	2.30%	$5.95M
Thornburg investment management	4.37M	0.87%	$66.86M
Aristotle capital boston	962.01K	0.76%	$14.71M
Garner asset management	76.78K	0.50%	$1.23M
Pullen investment management	54.39K	0.45%	$831.56K
Condor capital management	351.47K	0.44%	$5.37M
All season financial advisors	25.95K	0.38%	$417.60K
Mckinley capital management	131.25K	0.37%	$2.11M

Top Buyers

Holder	Shares	% Assets	Change
Sumitomo mitsui trust	330.04K	0.00%	121.43K
Muzinich	389.01K	2.30%	121.43K
Ubs group	500.02K	0.00%	91.62K
Blackrock funding, inc. /de	392.05K	0.00%	81.47K
Two sigma investments, lp	380.12K	0.01%	76.93K

Top Sellers

Holder	Shares	% Assets	Change
Ares management	138.50K	0.10%	-805.63K
Empirical asset management	-	-	-241.04K
Graniteshares advisors	-	-	-152.94K
Strategic financial concepts	-	-	-117.68K
United capital financial advisers	-	-	-60.35K

New Positions

Holder	Shares	% Assets	Change	Value
Dimensional fund advisors lp	48.88K	0.00%	48.88K	$786.48K
Quadrature capital	26.13K	0.00%	26.13K	$399.22K
Susquehanna group, llp	25.91K	0.00%	25.91K	$418.72K
Marshall wace, llp	25.36K	0.00%	25.36K	$387.82K
Hightower advisors	14.23K	0.00%	14.23K	$217.62K

Sold Out

Holder	Change
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

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Sep 30, 2025	46	-62.60%	4,089,600	-75.77%	7	0.78%	23	-67.14%	10	-69.70%
Jun 30, 2025	126	11.50%	17,158,045	2.96%	31	3.37%	71	20.34%	34	13.33%
Mar 31, 2025	3	-97.52%	1,348,155	-91.76%	2	0.27%	1	-98.53%	1	-96.43%
Dec 31, 2024	114	-3.39%	14,654,706	-6.91%	26	3.23%	64	-3.03%	26	-13.33%
Sep 30, 2024	116	1.75%	15,707,045	-0.38%	28	3.45%	65	6.56%	30	-3.23%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Thornburg Investment Income Builder A	4.31M	7.90%	-
Thornburg Investment Income Builder Sep	4.31M	7.90%	-
VanEck BDC Income ETF	952.26K	1.75%	-906.00
Putnam BDC Income ETF	383.66K	0.70%	-
iShares Listed Private Eq ETF USD Dist	308.31K	0.57%	-
Aristotle Small Cap Equity CIT B	161.82K	0.30%	-3.64K
GraniteShares HIPS US High Income ETF	156.17K	0.29%	2.15K
Aristotle Small/Mid Cap Equity CIT B	139.57K	0.26%	-
Alternative Credit Income I	115.21K	0.21%	-
Undrly Fid DC L&G Fut Wld Mlt Asst MAGJ	105.09K	0.19%	13.05K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Sep 09, 2025	Roberts Andrea Colvin	-	Buy	$120.25K
Mar 04, 2025	GROSS MICHAEL S	See Remarks	Buy	$762.05K
Mar 05, 2025	GROSS MICHAEL S	See Remarks	Buy	$644.75K
Mar 05, 2025	SPOHLER BRUCE J	See Remarks	Buy	$644.75K
Mar 04, 2025	SPOHLER BRUCE J	See Remarks	Buy	$762.05K

Insider Transactions Trends

Date	Buy	Sell
2025 Q3	1	-
2025 Q1	4	-
2024 Q2	1	-
2024 Q1	10	-
2023 Q3	8	-

SLRC Ownership FAQ

Who Owns SLR Investment?

SLR Investment shareholders are primarily institutional investors at 7.50%, followed by 2.74% insiders and 89.76% retail investors. The average institutional ownership in SLR Investment's industry, Asset Management Stocks, is 33.74%, 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 (1.34M shares, 2.46%), and Van eck associates (1.2M shares, 2.19%). Together, they hold 12.67% 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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