SuRo Capital Ownership | Who Owns SuRo Capital?
SuRo Capital Ownership Summary
SuRo Capital is owned by 20.21% institutional investors, 8.32% insiders, and 71.47% retail investors. Gabelli funds is the largest institutional shareholder, holding 6.11% of SSSS shares. Gabelli Equity Trust 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 | 20.21% | 8.32% | 71.47% |
| Sector | Financial Services Stocks | 51.64% | 15.54% | 32.82% |
| Industry | Asset Management Stocks | 50.65% | 9.51% | 39.84% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Gabelli funds | 1.45M | 6.11% | $11.91M |
| Needham investment management | 438.59K | 1.85% | $3.60M |
| Gamco investors, inc. et al | 285.00K | 1.20% | $2.34M |
| Mgo one seven | 271.76K | 1.16% | $1.60M |
| Thomas j. herzfeld advisors | 264.34K | 1.11% | $2.17M |
| Harbor capital advisors | 206.65K | 0.87% | $1.70M |
| Bulldog investors, llp | 202.15K | 0.85% | $1.66M |
| Acadian asset management | 144.16K | 0.61% | $1.18M |
| Susquehanna group, llp | 116.10K | 0.50% | $682.68K |
| Intrepid family office | 100.00K | 0.42% | $821.00K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Thomas j. herzfeld advisors | 264.34K | 0.77% | $2.17M |
| Intrepid family office | 100.00K | 0.67% | $821.00K |
| Ejf capital | 79.11K | 0.52% | $649.50K |
| Bulldog investors, llp | 202.15K | 0.42% | $1.66M |
| Needham investment management | 438.59K | 0.29% | $3.60M |
| Supplemental annuity collective trust of nj | 84.01K | 0.19% | $689.70K |
| Nj state employees deferred compensation plan | 94.11K | 0.09% | $772.68K |
| Gabelli funds | 1.45M | 0.08% | $11.91M |
| Harbor capital advisors | 206.65K | 0.07% | $1.70M |
| Wellington shields | 26.59K | 0.06% | $218.31K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Gabelli funds | 1.45M | 0.08% | 176.67K |
| Susquehanna group, llp | 116.10K | 0.00% | 79.67K |
| Wolverine trading | 68.26K | 0.00% | 68.26K |
| Needham investment management | 438.59K | 0.29% | 60.00K |
| Gamco investors, inc. et al | 285.00K | 0.02% | 59.25K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Thomas j. herzfeld advisors | 264.34K | 0.77% | -1.45M |
| J. goldman & co lp | - | - | -610.81K |
| Lokken investment group | - | - | -153.80K |
| Sagefield capital lp | - | - | -88.50K |
| Group one trading | - | - | -85.31K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Wolverine trading | 68.26K | 0.00% | 68.26K | $413.68K |
| Private advisor group | 39.91K | 0.00% | 39.91K | $327.68K |
| Hrt financial lp | 29.49K | 0.00% | 29.49K | $242.00K |
| Intrinsic edge capital management | 19.65K | 0.02% | 19.65K | $161.33K |
| Farther finance advisors | 18.40K | 0.00% | 18.40K | $151.04K |
Sold Out
| Holder | Change |
|---|---|
| Visionpoint advisory group | -1.00 |
| Wells fargo & company/mn | -1.00 |
| Pnc financial services group | -12.00 |
| Jaffetilchin investment partners | -19.00 |
| Fmr | -25.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Jun 30, 2024 | 47 | -7.84% | 3,553,647 | 9.82% | 14 | 8.63% | 12 | -29.41% | 13 | -7.14% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Gabelli Equity Trust | 620.00K | 2.63% | - |
| Gabelli Equity Trust Inc | 620.00K | 2.63% | 20.00K |
| Gabelli Financial Services Opp ETF | 345.83K | 1.45% | -45.83K |
| Gabelli Dividend & Income | 262.50K | 1.11% | 130.50K |
| Putnam BDC Income ETF | 228.69K | 0.96% | -7.68K |
| Embark Small Cap Equity Retirement | 205.39K | 0.86% | -1.26K |
| 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 |
|---|---|---|---|---|
| Aug 19, 2025 | LOTT RONALD M. | - | Sell | $66.08K |
| Aug 12, 2025 | Klein Mark D | Chairman, CEO and President | Buy | $84.50K |
| Aug 11, 2025 | Klein Mark D | Chairman, CEO and President | Buy | $39.72K |
| May 09, 2025 | Klein Mark D | Chairman, CEO and President | Buy | $86.79K |
| Mar 20, 2025 | LOTT RONALD M. | - | Sell | $59.00K |
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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