SuRo Capital Ownership | Who Owns SuRo Capital?
SuRo Capital Ownership Summary
SuRo Capital is owned by 16.77% institutional investors, 7.91% insiders, and 75.33% retail investors. Gabelli funds is the largest institutional shareholder, holding 5.18% of SSSS shares. Gabelli Equity Trust is the top mutual fund, with 2.90% of its assets in SuRo Capital shares.
SSSS Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | SuRo Capital | 16.77% | 7.91% | 75.33% |
| Sector | Financial Services Stocks | 32.19% | 15.44% | 52.37% |
| Industry | Asset Management Stocks | 44.92% | 8.41% | 46.67% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Gabelli funds | 1.26M | 5.18% | $11.92M |
| Needham investment management | 426.59K | 1.80% | $3.84M |
| Mgo one seven | 262.00K | 1.07% | $2.47M |
| Gamco investors, inc. et al | 261.30K | 1.07% | $2.47M |
| Jane street group | 251.03K | 1.03% | $2.37M |
| Two sigma investments, lp | 211.91K | 0.89% | $1.91M |
| Franklin resources | 210.18K | 0.86% | $1.98M |
| Acadian asset management | 176.07K | 0.72% | $1.66M |
| Lpl financial | 174.81K | 0.72% | $1.65M |
| Blackrock funding, inc. /de | 151.52K | 0.62% | $1.43M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Intrepid family office | 100.00K | 0.75% | $900.00K |
| Green alpha advisors | 53.43K | 0.46% | $504.34K |
| Needham investment management | 426.59K | 0.27% | $3.84M |
| Supplemental annuity collective trust of nj | 71.51K | 0.17% | $675.03K |
| Byrne asset management | 27.40K | 0.14% | $258.66K |
| Nj state employees deferred compensation plan | 94.11K | 0.09% | $847.03K |
| Gabelli funds | 1.26M | 0.08% | $11.92M |
| Wellington shields | 26.02K | 0.06% | $245.66K |
| Tactive advisors | 20.37K | 0.06% | $192.28K |
| Harbor capital advisors | 73.06K | 0.05% | $690.00K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Two sigma investments, lp | 211.91K | 0.00% | 138.82K |
| Jane street group | 251.03K | 0.00% | 126.80K |
| Lpl financial | 174.81K | 0.00% | 86.93K |
| Susquehanna group, llp | 116.10K | 0.00% | 79.67K |
| Wolverine trading | 68.26K | 0.00% | 68.26K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| J. goldman & co lp | - | - | -610.81K |
| Thomas j. herzfeld advisors | - | - | -264.34K |
| Gabelli funds | 1.26M | 0.08% | -212.14K |
| Lokken investment group | - | - | -153.80K |
| Bulldog investors, llp | - | - | -121.45K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Wolverine trading | 68.26K | 0.00% | 68.26K | $413.68K |
| Green alpha advisors | 53.43K | 0.46% | 53.43K | $504.34K |
| Two sigma advisers, lp | 44.00K | 0.00% | 44.00K | $396.00K |
| Imc-chicago | 30.33K | 0.00% | 30.33K | $286.31K |
| Quadrature capital | 20.83K | 0.00% | 20.83K | $187.91K |
Sold Out
| Holder | Change |
|---|---|
| Visionpoint advisory group | -1.00 |
| Pnc financial services group | -12.00 |
| Jaffetilchin investment partners | -19.00 |
| Fmr | -25.00 |
| Tower research capital llc (trc) | -54.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2025 | 50 | -33.33% | 4,086,362 | -23.65% | 16 | 3.30% | 28 | -39.13% | 11 | -21.43% |
| Sep 30, 2025 | 74 | 29.82% | 5,351,068 | 4.72% | 22 | 4.86% | 45 | 45.16% | 14 | 16.67% |
| Jun 30, 2025 | 58 | -3.33% | 4,794,716 | -21.42% | 20 | 3.02% | 30 | -14.29% | 12 | 20.00% |
| Mar 31, 2025 | 60 | 5.26% | 6,101,991 | 5.36% | 25 | 4.22% | 35 | 2.94% | 10 | 25.00% |
| Dec 31, 2024 | 56 | 19.15% | 5,776,063 | 35.18% | 24 | 7.40% | 34 | 70.00% | 7 | - |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Gabelli Equity Trust | 728.50K | 2.90% | 27.65K |
| Gabelli Equity Trust Inc | 620.00K | 2.63% | 20.00K |
| Gabelli Dividend & Income | 420.00K | 1.67% | 14.51K |
| Gabelli Financial Services Opp ETF | 325.84K | 1.30% | -19.99K |
| Putnam BDC Income ETF | 243.27K | 0.97% | - |
| Special Opportunities Fund | 182.63K | 0.78% | 47.77K |
| Embark Small Cap Equity Institutional | 174.53K | 0.74% | 15.21K |
| Gabelli Dividend & Income Trust | 132.00K | 0.56% | 12.00K |
| Special Opportunities Fund Inc | 126.31K | 0.54% | - |
| iShares Listed Private Eq ETF USD Dist | 114.07K | 0.45% | 114.07K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Jun 11, 2025 | LOTT RONALD M. | - | Sell | $289.38 |
| Dec 26, 2024 | LOTT RONALD M. | - | Sell | $2.63K |
| Aug 19, 2025 | LOTT RONALD M. | - | Sell | $66.08K |
| Aug 11, 2025 | Klein Mark D | Chairman, CEO and President | Buy | $39.72K |
| Aug 12, 2025 | Klein Mark D | Chairman, CEO and President | Buy | $84.50K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q4 | - | - |
| 2025 Q3 | 2 | 1 |
| 2025 Q2 | 1 | - |
| 2025 Q1 | - | 1 |
| 2024 Q4 | 5 | - |
SSSS Ownership FAQ
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