SuRo Capital Corp Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| GABELLI FUNDS LLC | 02/05/2026 | 1.26 M | $11.92 M | -14.39% | 5.18% |
| 02/09/2026 | 508.40 K | $4.80 M | 2.48% | 2.09% | |
| NEEDHAM INVESTMENT MANAGEMENT LLC | 02/17/2026 | 426.59 K | $4.03 M | 0.00% | 1.75% |
| MGO ONE SEVEN LLC | 02/03/2026 | 262.01 K | $2.47 M | -2.44% | 1.08% |
| GAMCO INVESTORS, INC. ET AL | 02/05/2026 | 261.30 K | $2.47 M | -7.50% | 1.07% |
| JANE STREET GROUP, LLC | 02/12/2026 | 251.04 K | $2.37 M | 102.06% | 1.03% |
| FRANKLIN RESOURCES INC | 02/11/2026 | 210.18 K | $1.98 M | 10.80% | 0.86% |
| ACADIAN ASSET MANAGEMENT LLC | 02/10/2026 | 176.07 K | $1.66 M | -0.27% | 0.72% |
| LPL FINANCIAL LLC | 02/11/2026 | 174.81 K | $1.65 M | 98.91% | 0.72% |
| BLACKROCK, INC. | 02/12/2026 | 151.52 K | $1.43 M | 5.79% | 0.62% |
| TWO SIGMA INVESTMENTS, LP | 02/17/2026 | 143.20 K | $1.35 M | -32.42% | 0.59% |
| INTREPID FAMILY OFFICE LLC | 02/17/2026 | 100.00 K | $944.00 K | 0.00% | 0.41% |
| INVESCO LTD. | 02/19/2026 | 99.45 K | $938.80 K | 560.35% | 0.41% |
| HARBOR CAPITAL ADVISORS, INC. | 01/20/2026 | 73.06 K | $690.00 K | -7.12% | 0.30% |
| SUPPLEMENTAL ANNUITY COLLECTIVE TRUST OF NJ | 01/29/2026 | 71.51 K | $675.03 K | -14.88% | 0.29% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 66.50 K | $627.76 K | -55.19% | 0.27% |
| JANNEY MONTGOMERY SCOTT LLC | 02/11/2026 | 59.47 K | $561.00 K | 104.10% | 0.24% |
| GREEN ALPHA ADVISORS, LLC | 01/07/2026 | 53.43 K | $504.34 K | 100.00% | 0.22% |
| MORGAN STANLEY | 02/13/2026 | 53.00 K | $500.27 K | -42.22% | 0.22% |
| MANGROVE PARTNERS | 02/17/2026 | 52.61 K | $496.64 K | 100.00% | 0.22% |
| TREXQUANT INVESTMENT LP | 02/17/2026 | 47.75 K | $450.72 K | 359.32% | 0.20% |
| PRIVATE ADVISOR GROUP, LLC | 02/17/2026 | 45.59 K | $430.35 K | -2.53% | 0.19% |
| CATALYST CAPITAL ADVISORS LLC | 02/10/2026 | 42.47 K | $400.88 K | 0.00% | 0.17% |
| NORTHERN TRUST CORP | 02/17/2026 | 41.28 K | $389.65 K | -9.59% | 0.17% |
| STRATOS WEALTH PARTNERS, LTD. | 01/20/2026 | 39.41 K | $372.01 K | 58.35% | 0.16% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 37.48 K | $353.77 K | 316.40% | 0.15% |
| HILLSDALE INVESTMENT MANAGEMENT INC. | 02/10/2026 | 37.40 K | $353.06 K | 5.65% | 0.15% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 02/11/2026 | 36.69 K | $346.39 K | 11.96% | 0.15% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 35.80 K | $337.95 K | -18.08% | 0.15% |
| CITADEL ADVISORS LLC | 02/17/2026 | 34.72 K | $327.77 K | -33.92% | 0.14% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 33.11 K | $313.00 K | 35.92% | 0.14% |
| PATHSTONE HOLDINGS, LLC | 02/13/2026 | 32.66 K | $308.35 K | 100.00% | 0.13% |
| IMC-CHICAGO, LLC | 01/29/2026 | 30.33 K | $286.32 K | 100.00% | 0.12% |
| GREAT WEST LIFE ASSURANCE CO /CAN/ | 02/13/2026 | 29.98 K | $283.00 K | 0.64% | 0.12% |
| CRESSET ASSET MANAGEMENT, LLC | 02/17/2026 | 28.13 K | $265.51 K | 110.45% | 0.12% |
| BYRNE ASSET MANAGEMENT LLC | 01/12/2026 | 27.40 K | $258.66 K | 197.50% | 0.11% |
| WELLINGTON SHIELDS & CO., LLC | 02/09/2026 | 26.02 K | $245.66 K | -2.14% | 0.11% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 02/17/2026 | 24.16 K | $228.05 K | 37.31% | 0.10% |
| JPMORGAN CHASE & CO | 02/11/2026 | 23.94 K | $225.96 K | 37.16% | 0.10% |
| FARTHER FINANCE ADVISORS, LLC | 01/23/2026 | 23.04 K | $217.48 K | 14.43% | 0.09% |
| CITADEL ADVISORS LLC | 02/17/2026 | 23.00 K | $217.12 K | 16.16% | 0.09% |
| UBS GROUP AG | 01/29/2026 | 22.94 K | $216.52 K | 84.02% | 0.09% |
| GRANAHAN INVESTMENT MANAGEMENT, LLC | 02/17/2026 | 21.55 K | $203.42 K | -37.72% | 0.09% |
| RITHOLTZ WEALTH MANAGEMENT | 01/23/2026 | 21.40 K | $202.04 K | 21.53% | 0.09% |
| TACTIVE ADVISORS, LLC | 01/09/2026 | 20.37 K | $192.29 K | 1.66% | 0.08% |
| CITADEL ADVISORS LLC | 02/17/2026 | 15.30 K | $144.43 K | 100.00% | 0.06% |
| ROYAL BANK OF CANADA | 02/17/2026 | 15.29 K | $144.00 K | 171.25% | 0.06% |
| HERON BAY CAPITAL MANAGEMENT | 02/13/2026 | 14.51 K | $137.00 K | 100.00% | 0.06% |
| COASTAL BRIDGE ADVISORS, LLC | 02/18/2026 | 11.27 K | $106.43 K | 0.00% | 0.05% |
| SIMPLEX TRADING, LLC | 02/11/2026 | 9.35 K | $88.24 K | 100.00% | 0.04% |
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:
Private Advisor Group, LLC: 69,034
Janney Montgomery Scott LLC: 59,472
Green Alpha Advisors, LLC: 58,611
Stratos Wealth Partners, LTD.: 51,915
HARBOR CAPITAL ADVISORS, INC.: 50,850
UBS Group AG: 31,913
21.35% of SuRo Capital Corp stock is owned by institutional investors.
Institutional investors have bought a total of 5.59 M shares in the last 24 months. This purchase volume represents approximately $51.13 M in transactions.