SLR Investment Ownership | Who Owns SLR Investment?

Overview Forecast RevenueFinancials Chart Transcripts

SLR Investment Ownership Summary

SLR Investment is owned by 28.79% institutional investors, 2.72% insiders, and 68.48% retail investors. Thornburg investment management is the largest institutional shareholder, holding 7.95% 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

Type	Name	% Inst	% Insiders	% Retail
Stock	SLR Investment	28.79%	2.72%	68.48%
Sector	Financial Services Stocks	49.66%	13.98%	36.36%
Industry	Asset Management Stocks	41.71%	9.02%	49.27%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Thornburg investment management	4.34M	7.95%	$69.81M
Aristotle capital boston	1.45M	2.66%	$23.35M
Ares management	1.43M	2.62%	$23.00M
Jpmorgan chase	1.33M	2.44%	$21.43M
Van eck associates	935.97K	1.72%	$15.06M
Legal & general group	429.33K	0.79%	$6.90M
Two sigma advisers, lp	417.08K	0.76%	$6.71M
Sei investments	311.82K	0.57%	$5.02M
Two sigma investments, lp	285.30K	0.52%	$4.59M
Condor capital management	255.93K	0.47%	$4.12M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Muzinich	139.84K	1.72%	$2.25M
Thornburg investment management	4.34M	0.98%	$69.81M
Aristotle capital boston	1.45M	0.79%	$23.35M
Pullen investment management	55.37K	0.74%	$890.92K
Graniteshares advisors	128.10K	0.69%	$2.06M
Ares management	1.43M	0.68%	$23.00M
Garner asset management	65.08K	0.49%	$1.05M
Virtus etf advisers	58.22K	0.46%	$936.82K
Condor capital management	255.93K	0.39%	$4.12M
All season financial advisors	25.95K	0.38%	$417.60K

Top Buyers

Holder	Shares	% Assets	Change
Condor capital management	255.93K	0.39%	255.93K
Two sigma advisers, lp	417.08K	0.01%	81.70K
Dimensional fund advisors lp	48.88K	0.00%	48.88K
Bi asset management fondsmaeglerselskab	43.39K	0.01%	43.39K
Bank of america corp /de/	159.29K	0.00%	41.95K

Top Sellers

Holder	Shares	% Assets	Change
Aristotle capital boston	1.45M	0.79%	-126.95K
Advisor group	98.19K	0.00%	-117.20K
Strategic financial concepts	-	-	-101.86K
Schonfeld strategic advisors	-	-	-96.80K
Exoduspoint capital management, lp	-	-	-62.80K

New Positions

Holder	Shares	% Assets	Change	Value
Condor capital management	255.93K	0.39%	255.93K	$4.12M
Dimensional fund advisors lp	48.88K	0.00%	48.88K	$786.48K
Bi asset management fondsmaeglerselskab	43.39K	0.01%	43.39K	$698.00K
Advisors asset management	15.66K	0.00%	15.66K	$252.00K
Ameriprise financial	15.16K	0.00%	15.16K	$243.85K

Sold Out

Holder	Change
Financial gravity asset management	-15.00
Principal securities	-31.00
Clear street markets	-100.00
Group one trading	-100.00
Ancora advisors	-114.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Sep 30, 2024	116	1.75%	15,707,045	-0.38%	28	3.45%	65	6.56%	30	-3.23%
Jun 30, 2024	114	-2.56%	15,766,759	0.67%	28	3.51%	61	7.02%	31	-16.22%
Mar 31, 2024	117	-0.85%	15,661,781	2.45%	28	3.66%	57	-	37	5.71%
Dec 31, 2023	118	20.41%	15,286,707	-1.40%	28	3.47%	57	42.50%	35	9.38%
Sep 30, 2023	98	-9.26%	15,504,167	-5.72%	28	3.13%	40	-24.53%	32	10.34%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Thornburg Investment Income Builder Sep	4.31M	7.90%	-
Thornburg Investment Income Builder A	4.31M	7.90%	-
VanEck BDC Income ETF	949.93K	1.74%	626.00
iShares Listed Private Eq ETF USD Dist	232.34K	0.43%	-
Aristotle Small Cap Equity CIT B	165.59K	0.30%	2.20K
First Trust Specialty Finance	161.00K	0.30%	-
GraniteShares HIPS US High Income ETF	156.17K	0.29%	2.15K
Alternative Credit Income I	115.21K	0.21%	-
Aristotle Small/Mid Cap Equity CIT B	94.03K	0.17%	3.50K
Undrly Fid DC L&G Fut Wld Mlt Asst MAGJ	87.58K	0.16%	87.58K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Jun 14, 2024	Roberts Andrea Colvin	-	Buy	$399.50K
Mar 07, 2024	GROSS MICHAEL S	See Remarks	Buy	$734.12K
Mar 08, 2024	GROSS MICHAEL S	See Remarks	Buy	$356.29K
Mar 06, 2024	GROSS MICHAEL S	See Remarks	Buy	$721.05K
Mar 08, 2024	SPOHLER BRUCE J	See Remarks	Buy	$356.29K

Insider Transactions Trends

Date	Buy	Sell
2024 Q1	10	-
2023 Q3	8	-
2023 Q2	1	-
2023 Q1	8	-
2022 Q4	10	3

SLRC Ownership FAQ

Who Owns SLR Investment?

SLR Investment shareholders are primarily institutional investors at 28.79%, followed by 2.72% insiders and 68.49% retail investors. The average institutional ownership in SLR Investment's industry, Asset Management Stocks, is 41.71%, which SLR Investment falls below.

Who owns the most shares of SLR Investment?

SLR Investment’s largest shareholders are Thornburg investment management (4.34M shares, 7.95%), Aristotle capital boston (1.45M shares, 2.66%), and Ares management (1.43M shares, 2.62%). Together, they hold 13.23% 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?

Muzinich is SLR Investment’s biggest shareholder by percentage of total assets invested, with 1.72% of its assets in 139.84K SLR Investment shares, valued at 2.25M$.

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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