Ranked by reported Q2 2026 13F market value
Share of total reported institutional value in GAIN held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | VAN ECK ASSOCIATES CORP | 804K | $12.4M | +35.8% | 2.019% | 0.01% |
| 2 | Melia Wealth LLC | 656K | $10.1M | -38.6% | 1.648% | 5.84% |
| 3 | UBS Group AG | 618K | $9.6M | -15.6% | 1.552% | 0.00% |
| 4 | TWO SIGMA INVESTMENTS, LP | 584K | $9.0M | -27.4% | 1.467% | 0.01% |
| 5 | Union Bancaire Privee, UBP SA | 4K | $8.8M | 0.0% | 0.009% | 0.10% |
| 6 | MORGAN STANLEY | 350K | $5.4M | +3.5% | 0.878% | 0.00% |
| 7 | Legal & General Group Plc | 337K | $5.2M | +12.1% | 0.846% | 0.00% |
| 8 | CITADEL ADVISORS LLC | 315K | $4.9M | +234.5% | 0.791% | 0.00% |
| 9 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 273K | $4.2M | +264.7% | 0.686% | 0.00% |
| 10 | PFG Advisors | 237K | $3.7M | -25.0% | 0.594% | 0.18% |
| 11 | BlackRock, Inc. | 221K | $3.4M | +6.4% | 0.554% | 0.00% |
| 12 | OUTFITTERS FINANCIAL LLC | 203K | $3.1M | -0.9% | 0.511% | 2.20% |
| 13 | LPL Financial LLC | 185K | $2.9M | -1.2% | 0.465% | 0.00% |
| 14 | BLAIR WILLIAM & CO/IL | 144K | $2.2M | -1.4% | 0.361% | 0.01% |
| 15 | DAVENPORT & Co LLC | 143K | $2.2M | +1.9% | 0.358% | 0.01% |
| 16 | TUDOR INVESTMENT CORP ET AL | 121K | $1.9M | -3.4% | 0.304% | 0.00% |
| 17 | MARSHALL WACE, LLP | 117K | $1.8M | β | 0.293% | 0.00% |
| 18 | Legacy Capital Wealth Partners, LLC | 114K | $1.8M | -4.4% | 0.286% | 0.34% |
| 19 | Atlantic Union Bankshares Corp | 97K | $1.5M | -0.5% | 0.243% | 0.02% |
| 20 | OSAIC HOLDINGS, INC. | 91K | $1.4M | -4.4% | 0.229% | 0.00% |
| 21 | Baird Financial Group, Inc. | 90K | $1.4M | 0.0% | 0.227% | 0.00% |
| 22 | Invesco Ltd. | 73K | $1.1M | +67.9% | 0.182% | 0.00% |
| 23 | United Advisor Group, LLC | 72K | $1.1M | -7.0% | 0.181% | 0.12% |
| 24 | ALBERT D MASON INC | 69K | $1.1M | +2.2% | 0.174% | 0.61% |
| 25 | Cassaday & Co Wealth Management LLC | 63K | $966K | -20.9% | 0.157% | 0.02% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in GAIN β a direct measure of their conviction.
Filings activity in GAIN during Q2 2026, grouped by how each filer changed its position.
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q2 2026 | 95 | +4.4% | 18.29% | +1.07 pp | $111M | +27% |
| Q1 2026 | 91 | +0.0% | 17.22% | +0.49 pp | $88M | 22% |
| Q4 2025 | 91 | +4.6% | 16.73% | +1.38 pp | $113M | +1.1% |
| Q3 2025 | 87 | +2.4% | 15.35% | 2.84 pp | $111M | +6.7% |
| Q2 2025 | 85 | +1.2% | 18.19% | +4.94 pp | $104M | +79% |
| Q1 2025 | 84 | +0.0% | 13.25% | 4.57 pp | $58M | 38% |
| Q4 2024 | 84 | +9.1% | 17.82% | +5.37 pp | $94M | +67% |
| Q3 2024 | 77 | β | 12.45% | β | $56M | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying GAIN stock.
Based on Q2 2026 13F filings, institutional ownership of Gladstone Investment Corp. stands at 18.3%, held across 95 reporting institutions.
VAN ECK ASSOCIATES CORP is the largest reported institutional holder of GAIN, with approximately 804,098 shares worth $0.01B as of Q2 2026.
Yes β 3 widely-followed marquee investors appear among the top 25 institutional holders of GAIN, including TWO SIGMA INVESTMENTS, LP, CITADEL ADVISORS LLC, SUSQUEHANNA INTERNATIONAL GROUP, LLP.
Our composite Smart Money Score for GAIN is 75 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
14 institutions opened new positions in GAIN during Q2 2026, while 8 fully exited. 66 added to existing positions and 14 trimmed.
GAIN institutional ownership rose by 1.07 percentage points quarter-over-quarter, with a net change of +4 holders.
The top 10 institutions account for 65.8% of all reported 13F value in GAIN, and the top 25 account for 90.8%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Gladstone Investment Corp. (GAIN) Institutional Ownership