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SLR Investment Ownership | Who Owns SLR Investment?

OverviewForecastRevenueFinancialsChartTranscripts

SLR Investment Ownership Summary

SLR Investment is owned by 26.86% institutional investors, 3.24% insiders, and 69.90% retail investors. Thornburg investment management is the largest institutional shareholder, holding 8.02% of SLRC shares. Thornburg Investment Income Builder Sep is the top mutual fund, with 7.90% of its assets in SLR Investment shares.

SLRC Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockSLR Investment26.86%3.24%69.90%
SectorFinancial Services Stocks 40.29%14.61%45.11%
IndustryAsset Management Stocks33.12%8.74%58.14%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Thornburg investment management4.37M8.02%$70.66M
Aristotle capital boston1.45M2.66%$23.35M
Ares management1.43M2.62%$23.11M
Jpmorgan chase1.37M2.51%$22.11M
Van eck associates1.04M1.91%$16.87M
Two sigma advisers, lp382.08K0.70%$6.17M
Legal & general group361.15K0.66%$5.84M
Condor capital management289.81K0.53%$4.68M
Raymond james financial282.51K0.52%$4.57M
Sei investments260.44K0.48%$4.21M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Intrepid family office231.40K3.90%$3.74M
Muzinich139.84K1.72%$2.25M
Thornburg investment management4.37M0.93%$70.66M
Ares management1.43M0.81%$23.11M
Aristotle capital boston1.45M0.79%$23.35M
Pullen investment management55.37K0.74%$890.92K
Epiq partners64.76K0.57%$1.05M
Garner asset management67.07K0.49%$1.08M
Condor capital management289.81K0.41%$4.68M
All season financial advisors25.95K0.38%$417.60K

Top Buyers

HolderShares% AssetsChange
Raymond james financial282.51K0.00%282.51K
Empirical asset management241.04K0.08%241.04K
Intrepid family office231.40K3.90%231.40K
Strategic financial concepts117.68K0.02%117.68K
Trexquant investment lp176.33K0.03%75.88K

Top Sellers

HolderShares% AssetsChange
Graniteshares advisors---152.94K
Aristotle capital boston1.45M0.79%-126.95K
Millennium management26.77K0.00%-81.64K
United capital financial advisers---60.35K
Cubist systematic strategies---40.66K

New Positions

HolderShares% AssetsChangeValue
Raymond james financial282.51K0.00%282.51K$4.57M
Empirical asset management241.04K0.08%241.04K$241.04K
Intrepid family office231.40K3.90%231.40K$3.74M
Epiq partners64.76K0.57%64.76K$1.05M
Dimensional fund advisors lp48.88K0.00%48.88K$786.48K

Sold Out

HolderChange
Financial gravity asset management-15.00
Byrne asset management-25.00
Principal securities-31.00
Point72 (difc)-55.00
Clear street markets-100.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Dec 31, 2024114-3.39%14,654,706-6.91%263.23%64-3.03%26-13.33%
Sep 30, 20241161.75%15,707,045-0.38%283.45%656.56%30-3.23%
Jun 30, 2024114-2.56%15,766,7590.67%283.51%617.02%31-16.22%
Mar 31, 2024117-0.85%15,661,7812.45%283.66%57-375.71%
Dec 31, 202311820.41%15,286,707-1.40%283.47%5742.50%359.38%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Thornburg Investment Income Builder Sep4.31M7.90%-
Thornburg Investment Income Builder A4.31M7.90%-
VanEck BDC Income ETF877.20K1.61%-
iShares Listed Private Eq ETF USD Dist237.58K0.44%-
Aristotle Small Cap Equity CIT B170.17K0.31%-3.35K
First Trust Specialty Finance161.00K0.30%-
GraniteShares HIPS US High Income ETF156.17K0.29%2.15K
Alternative Credit Income I115.21K0.21%-
Undrly L&G Pen PMC Diversified103.13K0.19%103.13K
Undrly L&G Diversified Life102.99K0.19%-144.00

Recent Insider Transactions

DateNameRoleActivityValue
Mar 05, 2025GROSS MICHAEL S See RemarksBuy$644.75K
Mar 04, 2025GROSS MICHAEL S See RemarksBuy$762.05K
Mar 05, 2025SPOHLER BRUCE J See RemarksBuy$644.75K
Mar 04, 2025SPOHLER BRUCE J See RemarksBuy$762.05K
Jun 14, 2024Roberts Andrea Colvin-Buy$399.50K

Insider Transactions Trends

DateBuySell
2025 Q1--
2024 Q21-
2024 Q110-
2023 Q38-
2023 Q21-

SLRC Ownership FAQ

Who Owns SLR Investment?

SLR Investment shareholders are primarily institutional investors at 26.86%, followed by 3.24% insiders and 69.90% retail investors. The average institutional ownership in SLR Investment's industry, Asset Management Stocks, is 33.12%, 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%), Aristotle capital boston (1.45M shares, 2.66%), and Ares management (1.43M shares, 2.62%). Together, they hold 13.30% 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 3.90% of its assets in 231.4K SLR Investment shares, valued at 3.74M$.

Who is the top mutual fund holder of SLR Investment shares?

Thornburg Investment Income Builder Sep 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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