SuRo Capital Ownership | Who Owns SuRo Capital?
SuRo Capital Ownership Summary
SuRo Capital is owned by 5.55% institutional investors, 8.15% insiders, and 86.30% retail investors. Gabelli funds is the largest institutional shareholder, holding 5.38% of SSSS shares. Gabelli Equity Trust Inc is the top mutual fund, with 2.63% of its assets in SuRo Capital shares.
SSSS Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | SuRo Capital | 5.55% | 8.15% | 86.30% |
| Sector | Financial Services Stocks | 37.05% | 15.59% | 47.36% |
| Industry | Asset Management Stocks | 49.15% | 11.31% | 39.54% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Gabelli funds | 1.30M | 5.38% | $13.97M |
| Needham investment management | 426.59K | 1.76% | $4.57M |
| Franklin resources | 300.69K | 1.24% | $3.22M |
| Kingsview wealth management | 265.26K | 1.09% | $2.84M |
| Mgo one seven | 261.97K | 1.08% | $2.81M |
| Gamco investors, inc. et al | 244.50K | 1.01% | $2.62M |
| Lpl financial | 202.47K | 0.84% | $2.17M |
| Jane street group | 197.05K | 0.81% | $2.11M |
| Intrepid family office | 125.00K | 0.52% | $1.34M |
| J. goldman & co lp | 120.70K | 0.50% | $1.29M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Intrepid family office | 125.00K | 1.08% | $1.34M |
| Green alpha advisors | 58.61K | 0.62% | $627.72K |
| Needham investment management | 426.59K | 0.23% | $4.57M |
| Byrne asset management | 24.04K | 0.15% | $257.47K |
| Thomas j. herzfeld advisors | 32.52K | 0.12% | $348.27K |
| Gabelli funds | 1.30M | 0.09% | $13.97M |
| Nj state employees deferred compensation plan | 94.11K | 0.09% | $847.03K |
| Wellington shields | 26.34K | 0.07% | $282.08K |
| Mgo one seven | 261.97K | 0.06% | $2.81M |
| Tactive advisors | 18.20K | 0.06% | $194.92K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Kingsview wealth management | 265.26K | 0.04% | 265.26K |
| J. goldman & co lp | 120.70K | 0.04% | 120.70K |
| Franklin resources | 300.69K | 0.00% | 90.51K |
| Susquehanna group, llp | 116.10K | 0.00% | 79.67K |
| Wolverine trading | 68.26K | 0.00% | 68.26K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Lokken investment group | - | - | -153.80K |
| Bulldog investors, llp | - | - | -121.45K |
| Acadian asset management | 71.19K | 0.00% | -104.88K |
| Two sigma investments, lp | 54.09K | 0.00% | -89.11K |
| Sagefield capital lp | - | - | -88.50K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Kingsview wealth management | 265.26K | 0.04% | 265.26K | $2.84M |
| J. goldman & co lp | 120.70K | 0.04% | 120.70K | $1.29M |
| Wolverine trading | 68.26K | 0.00% | 68.26K | $413.68K |
| Two sigma advisers, lp | 44.00K | 0.00% | 44.00K | $396.00K |
| Xtx topco | 36.34K | 0.01% | 36.34K | $389.18K |
Sold Out
| Holder | Change |
|---|---|
| Visionpoint advisory group | -1.00 |
| Pnc financial services group | -12.00 |
| Jaffetilchin investment partners | -19.00 |
| Fmr | -25.00 |
| Colonial trust advisors | -110.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2026 | 29 | -60.81% | 1,344,955 | -74.16% | 5 | 1.22% | 15 | -60.53% | 7 | -61.11% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Gabelli Equity Trust Inc | 620.00K | 2.63% | 20.00K |
| Gabelli Equity Trust | 633.67K | 2.50% | -94.83K |
| Gabelli Dividend & Income | 385.05K | 1.52% | -34.95K |
| Putnam BDC Income ETF | 272.47K | 1.07% | - |
| Gabelli Financial Services Opp ETF | 241.15K | 0.95% | -84.69K |
| 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 | 89.63K | 0.35% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Apr 28, 2026 | LOTT RONALD M. | - | Sell | $137.63K |
| Apr 21, 2026 | Klein Mark D | Chairman, CEO and President | Buy | $32.70K |
| Apr 22, 2026 | Klein Mark D | Chairman, CEO and President | Buy | $33.13K |
| Jun 11, 2025 | LOTT RONALD M. | - | Sell | $289.38 |
| Dec 26, 2024 | LOTT RONALD M. | - | Sell | $2.63K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q2 | 2 | 1 |
| 2026 Q1 | - | - |
| 2025 Q4 | - | - |
| 2025 Q3 | 2 | 1 |
| 2025 Q2 | 1 | - |
SSSS Ownership FAQ
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