Gladstone Investment Corporation\De (GAIN) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

0Shares Outstanding

490,054Shares held by institutions

$6,926,913Value of institutional holdings

19.26%Institutional ownership %

42.50%Shares Changed QoQ

85No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Gladstone Investment Corporation\De (NASDAQ:GAIN) showed up in the 13F filings of 89 institutional investors as of December 2025.

These investors collectively held 17.5% of Gladstone Investment Corporation\De's outstanding shares in December 2025, up from 15.9% in September 2025.
They increased total shares held in Gladstone Investment Corporation\De by 21.61% from the prior quarter, while the number of investors in GAIN increased 7.23% year over year.
Of these 89 funds, 43 grew their exposure to Gladstone Investment Corporation\De, 27 cut back, and 19 maintained positions.
Combined, these investors held 6.93Mn shares in GAIN for December 2025, up by 1.23Mn shares quarter on quarter, and up 1.45Mn shares year over year.
Melia Wealth LLC is the top holder of Gladstone Investment Corporation\De as of December 31, 2025, with 1.13Mn shares representing 2.84% of outstanding stock.
The most significant purchases of GAIN for the quarter ending December 2025 came from Karpus Management, Inc. (537.84K), UBS Group AG (228.17K), PFG Advisors (205.5K), TWO SIGMA INVESTMENTS, LP (190.24K), TWO SIGMA ADVISERS, LP (111.42K).
The largest sales of GAIN for the quarter ending December 2025 came from MARSHALL WACE, LLP (130.76K), Melia Wealth LLC (70.3K), VAN ECK ASSOCIATES CORP (55.78K), AMERIFLEX GROUP, INC. (23.03K), Virtus Investment Advisers, LLC (20.76K).
Per Business Quant data, the top 10 holders of Gladstone Investment Corporation\De for the quarter ending December 2025 are Melia Wealth LLC (1.13Mn), VAN ECK ASSOCIATES CORP (798.95K), UBS Group AG (713.02K), Karpus Management, Inc. (537.84K), Morgan Stanley (335.65K), BlackRock, Inc. (319.77K), PFG Advisors (305.25K), Legal & General Group Plc (273.75K), OUTFITTERS FINANCIAL LLC (204.34K), LPL Financial LLC (193.93K).

89 Institutional Holders

490,054 Total Shares Held

Rows:

Download Data

Owner Name	Date	Change (QoQ)	Change (%)	Value (USD)
BlackRock, Inc.	31 Dec, 2025	4,175	1.32%	$0.00
VAN ECK ASSOCIATES CORP	31 Dec, 2025	-55,776	-6.53%	$0.00
Melia Wealth LLC	31 Dec, 2025	-70,298	-5.87%	$0.00
Karpus Management, Inc.	31 Dec, 2025	537,845	0.00%	$0.00
UBS Group AG	31 Dec, 2025	228,168	47.06%	$0.00
Morgan Stanley	31 Dec, 2025	17,718	5.57%	$0.00
PFG Advisors	31 Dec, 2025	205,504	206.03%	$0.00
Legal & General Group Plc	31 Dec, 2025	51,205	23.01%	$0.00
OUTFITTERS FINANCIAL LLC	31 Dec, 2025	2,450	1.21%	$0.00
LPL Financial LLC	31 Dec, 2025	-1,825	-0.93%	$0.00
Legacy Capital Wealth Partners, LLC	31 Dec, 2025	10,123	10.00%	$0.00
TWO SIGMA INVESTMENTS, LP	31 Dec, 2025	190,243	0.00%	$0.00
Baird Financial Group, Inc.	31 Dec, 2025	1	0.00%	$0.00
MARSHALL WACE, LLP	31 Dec, 2025	-130,759	-44.27%	$0.00
OSAIC HOLDINGS, INC.	31 Dec, 2025	70,566	395.46%	$0.00
BLAIR WILLIAM & CO/IL	31 Dec, 2025	-10,432	-6.33%	$0.00
United Advisor Group, LLC	31 Dec, 2025	-7,682	-9.79%	$0.00
DAVENPORT & Co LLC	31 Dec, 2025	2,600	1.92%	$0.00
TrueMark Investments, LLC	31 Dec, 2025	41,678	0.00%	$0.00
TWO SIGMA ADVISERS, LP	31 Dec, 2025	111,418	0.00%	$0.00

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