SuRo Capital Ownership | Who Owns SuRo Capital?
SuRo Capital Ownership Summary
SuRo Capital is owned by 22.55% institutional investors, 7.91% insiders, and 69.54% retail investors. Gabelli funds is the largest institutional shareholder, holding 6.21% of SSSS shares. Gabelli Equity Trust is the top mutual fund, with 2.93% of its assets in SuRo Capital shares.
SSSS Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | SuRo Capital | 22.55% | 7.91% | 69.54% |
| Sector | Financial Services Stocks | 36.95% | 15.48% | 47.58% |
| Industry | Asset Management Stocks | 32.07% | 9.35% | 58.59% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Gabelli funds | 1.47M | 6.21% | $13.27M |
| Needham investment management | 426.59K | 1.80% | $3.84M |
| Gamco investors, inc. et al | 282.50K | 1.19% | $2.54M |
| Mgo one seven | 268.54K | 1.13% | $2.42M |
| Two sigma investments, lp | 211.91K | 0.89% | $1.91M |
| Franklin resources | 189.70K | 0.80% | $1.71M |
| Acadian asset management | 176.55K | 0.74% | $1.59M |
| Blackrock funding, inc. /de | 143.23K | 0.60% | $1.29M |
| Jane street group | 124.24K | 0.52% | $1.12B |
| Bulldog investors, llp | 121.45K | 0.51% | $1.09M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Intrepid family office | 100.00K | 0.75% | $900.00K |
| Needham investment management | 426.59K | 0.27% | $3.84M |
| Bulldog investors, llp | 121.45K | 0.25% | $1.09M |
| Supplemental annuity collective trust of nj | 84.01K | 0.20% | $756.06K |
| Nj state employees deferred compensation plan | 94.11K | 0.09% | $847.03K |
| Gabelli funds | 1.47M | 0.09% | $13.27M |
| Wellington shields | 26.59K | 0.06% | $239.32K |
| Mgo one seven | 268.54K | 0.06% | $2.42M |
| Harbor capital advisors | 78.67K | 0.06% | $708.00K |
| Byrne asset management | 9.21K | 0.05% | $82.89K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock funding, inc. /de | 143.23K | - | 143.23K |
| Two sigma investments, lp | 211.91K | 0.00% | 138.82K |
| Susquehanna group, llp | 116.10K | 0.00% | 79.67K |
| Wolverine trading | 68.26K | 0.00% | 68.26K |
| Jane street group | 124.24K | 0.00% | 53.60K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| J. goldman & co lp | - | - | -610.81K |
| Thomas j. herzfeld advisors | - | - | -264.34K |
| Lokken investment group | - | - | -153.80K |
| Harbor capital advisors | 78.67K | 0.06% | -127.99K |
| Sagefield capital lp | - | - | -88.50K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Wolverine trading | 68.26K | 0.00% | 68.26K | $413.68K |
| Two sigma advisers, lp | 44.00K | 0.00% | 44.00K | $396.00K |
| Hillsdale investment management | 35.40K | 0.01% | 35.40K | $318.60K |
| O'shaughnessy asset management | 32.77K | 0.00% | 32.77K | $294.96K |
| Janney montgomery scott | 29.14K | 0.00% | 29.14K | $262.00K |
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 % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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 | - |
| Sep 30, 2024 | 46 | -2.13% | 4,268,074 | 20.10% | 18 | 9.30% | 19 | 58.33% | 7 | -46.15% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Gabelli Equity Trust | 700.85K | 2.93% | 80.85K |
| Gabelli Equity Trust Inc | 620.00K | 2.63% | 20.00K |
| Gabelli Dividend & Income | 405.49K | 1.70% | 142.99K |
| Gabelli Financial Services Opp ETF | 345.83K | 1.45% | -45.83K |
| Embark Small Cap Equity Retirement | 205.39K | 0.86% | -1.26K |
| Putnam BDC Income ETF | 185.35K | 0.78% | - |
| 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% | - |
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 Q3 | 2 | 1 |
| 2025 Q2 | 1 | - |
| 2025 Q1 | - | 1 |
| 2024 Q4 | 5 | - |
| 2024 Q3 | 1 | - |
SSSS Ownership FAQ
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