Gladstone Investment Corporation Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VAN ECK ASSOCIATES CORP | 08/14/2026 | 804.10 K | $12.43 M | 35.84% | 2.02% |
| MELIA WEALTH LLC | 08/17/2026 | 656.31 K | $10.15 M | -38.63% | 1.65% |
| UBS GROUP AG | 08/13/2026 | 618.15 K | $9.56 M | -15.58% | 1.55% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2026 | 584.11 K | $9.03 M | -27.37% | 1.47% |
| COOPER CREEK PARTNERS MANAGEMENT LLC | 08/14/2026 | 576.29 K | $8.91 M | 100.00% | 1.45% |
| MORGAN STANLEY | 08/13/2026 | 349.85 K | $5.41 M | 3.48% | 0.88% |
| LEGAL & GENERAL GROUP PLC | 08/14/2026 | 337.07 K | $5.21 M | 12.09% | 0.85% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 254.00 K | $3.93 M | 100.00% | 0.64% |
| PFG ADVISORS | 07/16/2026 | 236.63 K | $3.66 M | -24.96% | 0.59% |
| BLACKROCK, INC. | 08/07/2026 | 220.76 K | $3.41 M | 6.44% | 0.55% |
| OUTFITTER FINANCIAL LLC | 08/10/2026 | 203.37 K | $3.14 M | -0.85% | 0.51% |
| CITADEL ADVISORS LLC | 09/02/2026 | 201.30 K | $3.11 M | 320.25% | 0.51% |
| LPL FINANCIAL LLC | 08/07/2026 | 185.18 K | $2.86 M | -1.21% | 0.47% |
| BLAIR WILLIAM & CO/IL | 08/11/2026 | 143.68 K | $2.22 M | -1.42% | 0.36% |
| DAVENPORT & CO LLC | 07/13/2026 | 142.53 K | $2.20 M | 1.91% | 0.36% |
| TUDOR INVESTMENT CORP ET AL | 08/14/2026 | 120.96 K | $1.87 M | -3.39% | 0.30% |
| MARSHALL WACE, LLP | 08/13/2026 | 116.69 K | $1.80 M | 100.00% | 0.29% |
| LEGACY CAPITAL WEALTH PARTNERS, LLC | 08/12/2026 | 113.83 K | $1.76 M | -4.40% | 0.29% |
| ADVISORS ASSET MANAGEMENT, INC. | 08/14/2026 | 104.24 K | $1.61 M | -4.34% | 0.26% |
| ATLANTIC UNION BANKSHARES CORP | 08/11/2026 | 96.66 K | $1.49 M | -0.51% | 0.24% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 91.02 K | $1.41 M | -4.44% | 0.23% |
| BAIRD FINANCIAL GROUP, INC. | 08/12/2026 | 90.30 K | $1.40 M | 0.00% | 0.23% |
| CITADEL ADVISORS LLC | 09/02/2026 | 75.90 K | $1.17 M | 64.29% | 0.19% |
| INVESCO LTD. | 08/14/2026 | 72.62 K | $1.12 M | 67.94% | 0.18% |
| UNITED ADVISOR GROUP, LLC | 07/29/2026 | 72.19 K | $1.12 M | -6.99% | 0.18% |
| ALBERT D MASON INC | 07/22/2026 | 69.46 K | $1.07 M | 2.24% | 0.17% |
| CASSADAY & CO WEALTH MANAGEMENT LLC | 08/10/2026 | 62.50 K | $966.25 K | -20.89% | 0.16% |
| ROYAL BANK OF CANADA | 08/14/2026 | 58.45 K | $904.00 K | 0.46% | 0.15% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 54.24 K | $838.61 K | 13.16% | 0.14% |
| GREAT WEST LIFE ASSURANCE CO /CAN/ | 08/13/2026 | 52.26 K | $805.00 K | 20.35% | 0.13% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 42.01 K | $649.43 K | 32.71% | 0.11% |
| CITADEL ADVISORS LLC | 09/02/2026 | 37.59 K | $581.19 K | 100.00% | 0.09% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 07/01/2026 | 36.98 K | $571.74 K | 100.00% | 0.09% |
| GARNER ASSET MANAGEMENT CORP | 08/07/2026 | 32.49 K | $502.35 K | -5.80% | 0.08% |
| AQUATIC CAPITAL MANAGEMENT LLC | 08/14/2026 | 29.78 K | $460.34 K | 100.00% | 0.07% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 22.59 K | $349.29 K | -22.59% | 0.06% |
| GREENWOOD GEARHART INC | 07/24/2026 | 22.40 K | $346.30 K | 25.14% | 0.06% |
| VIRTUS INVESTMENT ADVISERS, INC. | 08/11/2026 | 22.22 K | $343.57 K | -45.84% | 0.06% |
| COLONY GROUP, LLC | 08/12/2026 | 20.91 K | $323.28 K | 0.81% | 0.05% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 20.48 K | $316.67 K | 17.60% | 0.05% |
| NEWEDGE ADVISORS, LLC | 08/12/2026 | 20.48 K | $316.56 K | 2.50% | 0.05% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 19.30 K | $298.38 K | -32.99% | 0.05% |
| AMERIFLEX GROUP, INC. | 08/14/2026 | 18.86 K | $291.55 K | -2.58% | 0.05% |
| STATE OF WYOMING | 08/06/2026 | 17.92 K | $276.98 K | 90.17% | 0.05% |
| JANE STREET GROUP, LLC | 08/14/2026 | 17.10 K | $264.37 K | 100.00% | 0.04% |
| JANNEY MONTGOMERY SCOTT LLC | 08/05/2026 | 16.24 K | $251.00 K | -12.29% | 0.04% |
| MACKENZIE FINANCIAL CORP | 08/13/2026 | 16.01 K | $247.52 K | 100.00% | 0.04% |
| PROSPERITY FINANCIAL GROUP, INC. | 07/28/2026 | 15.70 K | $242.72 K | 0.00% | 0.04% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 13.75 K | $212.53 K | -1.52% | 0.03% |
| PRIVATE ADVISOR GROUP, LLC | 07/27/2026 | 13.65 K | $211.07 K | -6.67% | 0.03% |
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Gladstone Investment Corporation institutional Ownership - FAQ's
During the previous two years, 146 institutional investors and hedge funds held shares of Gladstone Investment Corporation. The most heavily invested institutionals were:
VAN ECK ASSOCIATES CORP: 804,098
Melia Wealth LLC: 656,313
UBS Group AG: 618,149
TWO SIGMA INVESTMENTS, LP: 584,106
COOPER CREEK PARTNERS MANAGEMENT LLC: 576,289
MORGAN STANLEY: 349,848
17.16% of Gladstone Investment Corporation stock is owned by institutional investors.
Institutional investors have bought a total of 8.61 M shares in the last 24 months. This purchase volume represents approximately $116.12 M in transactions.