SuRo Capital Corp Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| GABELLI FUNDS LLC | 08/12/2026 | 1.23 M | $15.39 M | -5.91% | 4.72% |
| THOMAS J. HERZFELD ADVISORS, INC. | 08/10/2026 | 788.40 K | $9.89 M | 2,324.51% | 3.03% |
| KINGSVIEW WEALTH MANAGEMENT, LLC | 08/19/2026 | 564.30 K | $7.08 M | 112.74% | 2.17% |
| GATEPASS CAPITAL, LLC | 07/30/2026 | 508.15 K | $6.37 M | 0.44% | 1.96% |
| NEEDHAM INVESTMENT MANAGEMENT LLC | 08/14/2026 | 426.59 K | $5.35 M | 0.00% | 1.64% |
| FRANKLIN RESOURCES INC | 08/13/2026 | 290.92 K | $3.65 M | -3.25% | 1.12% |
| MGO ONE SEVEN LLC | 07/31/2026 | 258.24 K | $3.24 M | -1.42% | 0.99% |
| GAMCO INVESTORS, INC. ET AL | 08/12/2026 | 243.50 K | $3.05 M | -0.41% | 0.94% |
| JANE STREET GROUP, LLC | 08/14/2026 | 237.01 K | $2.97 M | 20.28% | 0.91% |
| LPL FINANCIAL LLC | 08/07/2026 | 208.70 K | $2.62 M | 3.08% | 0.80% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2026 | 200.36 K | $2.51 M | 270.38% | 0.77% |
| LAZARD ASSET MANAGEMENT LLC | 08/14/2026 | 111.69 K | $1.40 M | 100.00% | 0.43% |
| INTREPID FAMILY OFFICE LLC | 08/14/2026 | 100.00 K | $1.25 M | -20.00% | 0.38% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 98.90 K | $1.24 M | 36.41% | 0.38% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 07/15/2026 | 91.24 K | $1.04 M | 100.00% | 0.35% |
| BLACKROCK, INC. | 08/07/2026 | 87.95 K | $1.10 M | -2.44% | 0.34% |
| BALYASNY ASSET MANAGEMENT L.P. | 08/14/2026 | 86.59 K | $1.09 M | 100.00% | 0.33% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 77.20 K | $968.09 K | 12.70% | 0.30% |
| MANGROVE PARTNERS | 08/14/2026 | 73.35 K | $919.82 K | 57.48% | 0.28% |
| PRIVATE ADVISOR GROUP, LLC | 07/27/2026 | 71.86 K | $901.07 K | 4.09% | 0.28% |
| MORGAN STANLEY | 08/13/2026 | 70.17 K | $879.96 K | 6.51% | 0.27% |
| JANNEY MONTGOMERY SCOTT LLC | 08/05/2026 | 59.47 K | $746.00 K | 0.00% | 0.23% |
| GREEN ALPHA ADVISORS, LLC | 08/11/2026 | 59.38 K | $744.56 K | 1.30% | 0.23% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 55.92 K | $701.18 K | 31.64% | 0.22% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 52.54 K | $658.86 K | 100.00% | 0.20% |
| STRATOS WEALTH PARTNERS, LTD. | 08/11/2026 | 47.54 K | $596.19 K | -8.42% | 0.18% |
| HARBOR CAPITAL ADVISORS, INC. | 08/07/2026 | 47.23 K | $592.00 K | -7.12% | 0.18% |
| XTX TOPCO LTD | 08/14/2026 | 46.47 K | $582.75 K | 27.89% | 0.18% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 08/13/2026 | 43.52 K | $545.75 K | 100.00% | 0.17% |
| MILLENNIUM MANAGEMENT LLC | 08/14/2026 | 43.32 K | $543.20 K | 100.00% | 0.17% |
| CATALYST CAPITAL ADVISORS LLC | 07/24/2026 | 42.47 K | $532.52 K | 0.00% | 0.16% |
| INVESCO LTD. | 08/14/2026 | 40.57 K | $508.71 K | -38.22% | 0.16% |
| JANE STREET GROUP, LLC | 08/14/2026 | 40.20 K | $504.11 K | 100.00% | 0.15% |
| CRESSET ASSET MANAGEMENT, LLC | 08/14/2026 | 36.41 K | $456.60 K | 10.74% | 0.14% |
| PATHSTONE HOLDINGS, LLC | 08/13/2026 | 32.66 K | $408.36 K | 1.13% | 0.13% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 08/13/2026 | 31.36 K | $393.25 K | 20.69% | 0.12% |
| NORTHERN TRUST CORP | 08/13/2026 | 31.26 K | $392.03 K | 0.00% | 0.12% |
| TACTIVE ADVISORS, LLC | 07/09/2026 | 30.31 K | $380.10 K | 66.54% | 0.12% |
| UBS GROUP AG | 08/13/2026 | 29.37 K | $368.27 K | -7.97% | 0.11% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 29.08 K | $364.65 K | 685.23% | 0.11% |
| TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC | 08/07/2026 | 28.00 K | $351.12 K | 0.00% | 0.11% |
| GREAT WEST LIFE ASSURANCE CO /CAN/ | 08/13/2026 | 27.47 K | $343.00 K | 8.99% | 0.11% |
| WELLINGTON SHIELDS & CO., LLC | 08/10/2026 | 26.02 K | $326.33 K | -1.20% | 0.10% |
| RITHOLTZ WEALTH MANAGEMENT | 08/11/2026 | 23.64 K | $296.50 K | -2.56% | 0.09% |
| CITADEL ADVISORS LLC | 09/02/2026 | 23.10 K | $289.67 K | 100.00% | 0.09% |
| TREXQUANT INVESTMENT LP | 08/14/2026 | 22.27 K | $279.32 K | -32.39% | 0.09% |
| GRANAHAN INVESTMENT MANAGEMENT, LLC | 08/14/2026 | 21.55 K | $270.22 K | 0.00% | 0.08% |
| BYRNE ASSET MANAGEMENT LLC | 07/07/2026 | 21.15 K | $265.22 K | -12.02% | 0.08% |
| BROOKWOOD INVESTMENT GROUP LLC | 07/23/2026 | 21.00 K | $263.34 K | 100.00% | 0.08% |
| CITADEL ADVISORS LLC | 09/02/2026 | 20.20 K | $253.31 K | 55.38% | 0.08% |
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SuRo Capital Corp institutional Ownership - FAQ's
During the previous two years, 103 institutional investors and hedge funds held shares of SuRo Capital Corp. The most heavily invested institutionals were:
GABELLI FUNDS LLC: 1.23 M
Thomas J. Herzfeld Advisors, Inc.: 788,403
Kingsview Wealth Management, LLC: 564,301
GatePass Capital, LLC: 508,150
NEEDHAM INVESTMENT MANAGEMENT LLC: 426,594
FRANKLIN RESOURCES INC: 290,917
25.99% of SuRo Capital Corp stock is owned by institutional investors.
Institutional investors have bought a total of 7.72 M shares in the last 24 months. This purchase volume represents approximately $70.58 M in transactions.