SuRo Capital Corp Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| GABELLI FUNDS LLC | 05/14/2026 | 1.30 M | $13.97 M | 3.32% | 5.38% |
| 05/06/2026 | 505.90 K | $5.42 M | -0.49% | 2.09% | |
| NEEDHAM INVESTMENT MANAGEMENT LLC | 05/15/2026 | 426.59 K | $4.57 M | 0.00% | 1.76% |
| FRANKLIN RESOURCES INC | 05/13/2026 | 300.70 K | $3.22 M | 43.06% | 1.24% |
| KINGSVIEW WEALTH MANAGEMENT, LLC | 05/12/2026 | 265.26 K | $2.84 M | 100.00% | 1.09% |
| MGO ONE SEVEN LLC | 05/14/2026 | 261.97 K | $2.81 M | -0.01% | 1.08% |
| GAMCO INVESTORS, INC. ET AL | 05/14/2026 | 244.50 K | $2.62 M | -6.43% | 1.01% |
| LPL FINANCIAL LLC | 05/06/2026 | 202.47 K | $2.17 M | 15.82% | 0.84% |
| JANE STREET GROUP, LLC | 05/12/2026 | 197.05 K | $2.11 M | -21.50% | 0.81% |
| INTREPID FAMILY OFFICE LLC | 05/15/2026 | 125.00 K | $1.34 M | 25.00% | 0.52% |
| J. GOLDMAN & CO LP | 05/15/2026 | 120.70 K | $1.29 M | 100.00% | 0.50% |
| BLACKROCK, INC. | 05/13/2026 | 90.16 K | $965.57 K | -40.50% | 0.37% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 72.50 K | $776.48 K | 9.02% | 0.30% |
| ACADIAN ASSET MANAGEMENT LLC | 05/13/2026 | 71.19 K | $762.00 K | -59.57% | 0.29% |
| PRIVATE ADVISOR GROUP, LLC | 04/27/2026 | 69.03 K | $739.36 K | 51.43% | 0.29% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 68.50 K | $733.64 K | 91.34% | 0.28% |
| MORGAN STANLEY | 05/15/2026 | 65.89 K | $705.64 K | 24.32% | 0.27% |
| INVESCO LTD. | 05/12/2026 | 65.66 K | $703.26 K | -33.97% | 0.27% |
| JANNEY MONTGOMERY SCOTT LLC | 04/22/2026 | 59.47 K | $637.00 K | 0.00% | 0.25% |
| GREEN ALPHA ADVISORS, LLC | 04/07/2026 | 58.61 K | $627.72 K | 9.71% | 0.24% |
| TWO SIGMA INVESTMENTS, LP | 05/15/2026 | 54.10 K | $579.36 K | -62.23% | 0.22% |
| STRATOS WEALTH PARTNERS, LTD. | 04/28/2026 | 51.92 K | $556.01 K | 31.74% | 0.21% |
| HARBOR CAPITAL ADVISORS, INC. | 04/28/2026 | 50.85 K | $545.00 K | -30.40% | 0.21% |
| MANGROVE PARTNERS | 05/15/2026 | 46.58 K | $498.86 K | -11.46% | 0.19% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 42.48 K | $454.92 K | 13.34% | 0.18% |
| CATALYST CAPITAL ADVISORS LLC | 05/06/2026 | 42.47 K | $454.81 K | 0.00% | 0.18% |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC | 05/18/2026 | 40.76 K | $436.58 K | 100.00% | 0.17% |
| XTX TOPCO LTD | 05/15/2026 | 36.34 K | $389.18 K | 100.00% | 0.15% |
| TREXQUANT INVESTMENT LP | 05/15/2026 | 32.95 K | $352.85 K | -31.00% | 0.14% |
| CRESSET ASSET MANAGEMENT, LLC | 05/15/2026 | 32.88 K | $352.16 K | 16.91% | 0.14% |
| THOMAS J. HERZFELD ADVISORS, INC. | 05/12/2026 | 32.52 K | $348.27 K | 100.00% | 0.13% |
| PATHSTONE HOLDINGS, LLC | 05/11/2026 | 32.30 K | $345.91 K | -1.12% | 0.13% |
| UBS GROUP AG | 05/05/2026 | 31.91 K | $341.79 K | 39.14% | 0.13% |
| NORTHERN TRUST CORP | 05/14/2026 | 31.26 K | $334.82 K | -24.26% | 0.13% |
| HILLSDALE INVESTMENT MANAGEMENT INC. | 05/04/2026 | 29.90 K | $320.23 K | -20.05% | 0.12% |
| TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC | 05/11/2026 | 28.00 K | $299.88 K | 100.00% | 0.12% |
| WELLINGTON SHIELDS & CO., LLC | 05/04/2026 | 26.34 K | $282.08 K | 1.21% | 0.11% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 05/13/2026 | 25.98 K | $278.28 K | -29.19% | 0.11% |
| GREAT WEST LIFE ASSURANCE CO /CAN/ | 05/14/2026 | 25.20 K | $271.00 K | -15.93% | 0.10% |
| RITHOLTZ WEALTH MANAGEMENT | 04/20/2026 | 24.26 K | $259.87 K | 13.37% | 0.10% |
| BYRNE ASSET MANAGEMENT LLC | 04/02/2026 | 24.04 K | $257.47 K | -12.26% | 0.10% |
| CITADEL ADVISORS LLC | 05/15/2026 | 22.78 K | $243.96 K | -34.39% | 0.09% |
| SQUAREPOINT OPS LLC | 05/15/2026 | 22.17 K | $237.46 K | 100.00% | 0.09% |
| JANE STREET GROUP, LLC | 05/12/2026 | 21.90 K | $234.55 K | 100.00% | 0.09% |
| GRANAHAN INVESTMENT MANAGEMENT, LLC | 05/15/2026 | 21.55 K | $230.79 K | 0.00% | 0.09% |
| TACTIVE ADVISORS, LLC | 04/16/2026 | 18.20 K | $194.92 K | -10.65% | 0.08% |
| HRT FINANCIAL LP | 05/14/2026 | 16.76 K | $179.00 K | 100.00% | 0.07% |
| MAREX GROUP PLC | 05/13/2026 | 16.00 K | $171.37 K | 100.00% | 0.07% |
| HAZLETT, BURT & WATSON, INC. | 05/14/2026 | 14.93 K | $159.00 K | 101.62% | 0.06% |
| CITADEL ADVISORS LLC | 05/15/2026 | 13.00 K | $139.23 K | -15.03% | 0.05% |
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SuRo Capital Corp institutional Ownership - FAQ's
During the previous two years, 95 institutional investors and hedge funds held shares of SuRo Capital Corp. The most heavily invested institutionals were:
GABELLI FUNDS LLC: 1.3 M
NEEDHAM INVESTMENT MANAGEMENT LLC: 426,594
FRANKLIN RESOURCES INC: 300,695
Kingsview Wealth Management, LLC: 265,258
MGO ONE SEVEN LLC: 261,971
GAMCO INVESTORS, INC. ET AL: 244,500
22.13% of SuRo Capital Corp stock is owned by institutional investors.
Institutional investors have bought a total of 5.82 M shares in the last 24 months. This purchase volume represents approximately $53.21 M in transactions.