| 0.01% |
| 4 | UBS Group AG | 615K | $7.6M | +8.0% | 1.126% | 0.00% |
| 5 | Aristotle Capital Boston, LLC | 614K | $7.6M | -18.7% | 1.125% | 0.51% |
| 6 | FRANKLIN RESOURCES INC | 549K | $6.8M | -3.4% | 1.006% | 0.00% |
| 7 | Muzinich & Co., Inc. | 544K | $6.7M | +1.0% | 0.998% | 2.30% |
| 8 | CONDOR CAPITAL MANAGEMENT | 462K | $5.7M | +30.3% | 0.848% | 0.43% |
| 9 | Legal & General Group Plc | 446K | $5.5M | +6.0% | 0.818% | 0.00% |
| 10 | Sumitomo Mitsui Trust Group, Inc. | 381K | $4.7M | +0.7% | 0.699% | 0.00% |
| 11 | MORGAN STANLEY | 367K | $4.5M | +38.9% | 0.672% | 0.00% |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | 361K | $4.5M | +245.7% | 0.661% | 0.01% |
| 13 | Ensign Peak Advisors, Inc | 354K | $4.4M | -21.2% | 0.650% | 0.01% |
| 14 | EPIQ PARTNERS, LLC | 350K | $4.3M | -17.6% | 0.641% | 1.83% |
| 15 | Clear Harbor Asset Management, LLC | 340K | $4.2M | +52.8% | 0.623% | 0.26% |
| 16 | RAYMOND JAMES FINANCIAL INC | 332K | $4.1M | -3.6% | 0.609% | 0.00% |
| 17 | Trexquant Investment LP | 265K | $3.3M | +92.3% | 0.486% | 0.02% |
| 18 | INTREPID FAMILY OFFICE LLC | 240K | $3.0M | 0.0% | 0.440% | 2.20% |
| 19 | ROYAL BANK OF CANADA | 232K | $2.9M | +2.6% | 0.425% | 0.00% |
| 20 | TWO SIGMA INVESTMENTS, LP | 225K | $2.8M | -50.2% | 0.413% | 0.00% |
| 21 | BlackRock, Inc. | 203K | $2.5M | -4.0% | 0.372% | 0.00% |
| 22 | SEI INVESTMENTS CO | 190K | $2.4M | -24.0% | 0.348% | 0.00% |
| 23 | North Ground Capital | 168K | $2.1M | — | 0.308% | 2.49% |
| 24 | BANK OF AMERICA CORP /DE/ | 167K | $2.1M | +250.9% | 0.307% | 0.00% |
| 25 | LPL Financial LLC | 163K | $2.0M | +7.9% | 0.298% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in SLRC — a direct measure of their conviction.
| 99.37% |
| +69.69 pp |
| $914M |
| +297% |
| Q4 2024 | 117 | +4.5% | 29.68% | +1.14 pp | $230M | +9.5% |
| Q3 2024 | 112 | — | 28.54% | — | $210M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
26 institutions opened new positions in SLRC during Q2 2026, while 23 fully exited. 19 added to existing positions and 77 trimmed.
SLRC institutional ownership rose by 0.50 percentage points quarter-over-quarter, with a net change of -2 holders.
The top 10 institutions account for 61.6% of all reported 13F value in SLRC, and the top 25 account for 84.4%.
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.
SLR Investment Corp. (SLRC) Institutional Ownership