Gladstone Investment Corporation Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MELIA WEALTH LLC | 02/09/2026 | 1.13 M | $15.75 M | -5.87% | 2.84% |
| VAN ECK ASSOCIATES CORP | 02/13/2026 | 798.95 K | $11.16 M | -6.53% | 2.01% |
| UBS GROUP AG | 01/29/2026 | 713.02 K | $9.96 M | 47.06% | 1.80% |
| MORGAN STANLEY | 02/13/2026 | 335.65 K | $4.69 M | 5.57% | 0.85% |
| BLACKROCK, INC. | 02/12/2026 | 319.77 K | $4.47 M | 1.32% | 0.81% |
| PFG ADVISORS | 01/27/2026 | 305.25 K | $4.26 M | 206.03% | 0.77% |
| LEGAL & GENERAL GROUP PLC | 02/09/2026 | 273.75 K | $3.83 M | 23.01% | 0.69% |
| OUTFITTER FINANCIAL LLC | 01/28/2026 | 204.35 K | $2.85 M | 1.21% | 0.52% |
| LPL FINANCIAL LLC | 02/11/2026 | 193.93 K | $2.71 M | -0.93% | 0.49% |
| TWO SIGMA INVESTMENTS, LP | 02/17/2026 | 190.24 K | $2.66 M | 100.00% | 0.48% |
| MARSHALL WACE, LLP | 02/13/2026 | 164.58 K | $2.30 M | -44.27% | 0.41% |
| BLAIR WILLIAM & CO/IL | 02/17/2026 | 154.48 K | $2.16 M | -6.33% | 0.39% |
| DAVENPORT & CO LLC | 01/12/2026 | 137.86 K | $1.93 M | 1.92% | 0.35% |
| CASSADAY & CO WEALTH MANAGEMENT LLC | 02/03/2026 | 132.00 K | $1.84 M | 3.13% | 0.33% |
| TWO SIGMA ADVISERS, LP | 02/17/2026 | 111.42 K | $1.56 M | 100.00% | 0.28% |
| LEGACY CAPITAL WEALTH PARTNERS, LLC | 01/16/2026 | 111.33 K | $1.56 M | 10.00% | 0.28% |
| ATLANTIC UNION BANKSHARES CORP | 02/04/2026 | 97.16 K | $1.36 M | -2.63% | 0.24% |
| ADVISORS ASSET MANAGEMENT, INC. | 02/12/2026 | 94.78 K | $1.32 M | -16.74% | 0.24% |
| BAIRD FINANCIAL GROUP, INC. | 02/13/2026 | 90.80 K | $1.27 M | 0.00% | 0.23% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 88.41 K | $1.24 M | 395.46% | 0.22% |
| UNITED ADVISOR GROUP, LLC | 01/26/2026 | 70.75 K | $988.41 K | -9.79% | 0.18% |
| ALBERT D MASON INC | 01/13/2026 | 66.83 K | $933.65 K | 31.01% | 0.17% |
| ROYAL BANK OF CANADA | 02/17/2026 | 66.23 K | $926.00 K | 4.75% | 0.17% |
| INVESCO LTD. | 02/19/2026 | 54.22 K | $757.51 K | -8.79% | 0.14% |
| GREAT WEST LIFE ASSURANCE CO /CAN/ | 02/13/2026 | 50.44 K | $706.00 K | 4.28% | 0.13% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 49.74 K | $694.80 K | 13.16% | 0.13% |
| VIRTUS INVESTMENT ADVISERS, INC. | 02/17/2026 | 49.50 K | $691.45 K | -29.55% | 0.12% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 49.10 K | $685.93 K | -9.07% | 0.12% |
| TRUEMARK INVESTMENTS, LLC | 01/14/2026 | 41.68 K | $582.24 K | 100.00% | 0.11% |
| GLOBAL STRATEGIC MANAGEMENT INC | 02/13/2026 | 39.03 K | $545.00 K | 100.00% | 0.10% |
| CITADEL ADVISORS LLC | 02/17/2026 | 37.40 K | $522.48 K | 17.98% | 0.09% |
| GARNER ASSET MANAGEMENT CORP | 02/03/2026 | 36.29 K | $507.02 K | 0.01% | 0.09% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 30.94 K | $432.17 K | -7.33% | 0.08% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 30.74 K | $429.47 K | -19.30% | 0.08% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 28.40 K | $396.69 K | -8.69% | 0.07% |
| NORTHERN TRUST CORP | 02/17/2026 | 25.34 K | $354.03 K | -7.64% | 0.06% |
| NEWEDGE ADVISORS, LLC | 02/18/2026 | 20.46 K | $285.83 K | 5.59% | 0.05% |
| COLONY GROUP, LLC | 02/13/2026 | 20.30 K | $280.54 K | 0.50% | 0.05% |
| JANNEY MONTGOMERY SCOTT LLC | 02/11/2026 | 19.38 K | $271.00 K | 0.00% | 0.05% |
| AMERIFLEX GROUP, INC. | 02/18/2026 | 19.31 K | $269.73 K | -54.40% | 0.05% |
| PROSPERITY FINANCIAL GROUP, INC. | 01/26/2026 | 16.00 K | $223.52 K | -17.53% | 0.04% |
| UNION BANCAIRE PRIVEE, UBP SA | 01/05/2026 | 15.39 K | $32.96 M | -22.28% | 0.04% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 14.78 K | $206.44 K | 11.30% | 0.04% |
| STATE OF WYOMING | 02/11/2026 | 14.67 K | $204.90 K | -43.60% | 0.04% |
| PRIVATE ADVISOR GROUP, LLC | 02/17/2026 | 14.29 K | $199.56 K | -9.13% | 0.04% |
| JANE STREET GROUP, LLC | 02/12/2026 | 14.01 K | $195.65 K | 100.00% | 0.04% |
| MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | 01/26/2026 | 14.00 K | $195.58 K | 0.00% | 0.04% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 13.99 K | $195.50 K | -9.08% | 0.04% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 12.39 K | $173.07 K | 38.49% | 0.03% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 01/08/2026 | 12.10 K | $168.28 K | 100.00% | 0.03% |
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Gladstone Investment Corporation institutional Ownership - FAQ's
During the previous two years, 140 institutional investors and hedge funds held shares of Gladstone Investment Corporation. The most heavily invested institutionals were:
UBS Group AG: 732,231
PFG Advisors: 315,330
OUTFITTER FINANCIAL LLC: 205,120
DAVENPORT & Co LLC: 139,862
United Advisor Group, LLC: 77,612
ALBERT D MASON INC: 67,936
16.71% of Gladstone Investment Corporation stock is owned by institutional investors.
Institutional investors have bought a total of 8.60 M shares in the last 24 months. This purchase volume represents approximately $115.90 M in transactions.