Gladstone Investment Corporationde (GAIN) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

39,697,590Shares Outstanding

48,844Shares held by institutions

$676,489Value of institutional holdings

15.74%Institutional ownership %

13.25%Shares Changed QoQ

83No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

According to SEC filings for the period ending December 2025, Gladstone Investment Corporationde (NASDAQ:GAIN) is held by 83 institutional firms.

These investors collectively held 15.7% of the company's total shares outstanding in December 2025, down from 15.9% in September 2025.
Quarterly data indicates a 13.25% shift in institutional share volume, and the annual owner count reflects no change.
Among the 83 institutional holders of Gladstone Investment Corporationde, 40 added to their stakes while 24 trimmed their positions and 19 held steady.
The aggregate institutional position in Gladstone Investment Corporationde now stands at 6.25Mn shares as of December 2025, after investors increased their holdings (up by 730.93K shares quarter on quarter which is up 1.11Mn shares year over year).
As of December 31, 2025, Melia Wealth LLC held Gladstone Investment Corporationde's largest shareholding position with over 1.13Mn shares, representing 2.84% of total outstanding shares.
Among the most significant buyers of Gladstone Investment Corporationde during December 2025 were UBS Group AG (228.17K), PFG Advisors (205.50K), TWO SIGMA INVESTMENTS, LP (190.24K), TWO SIGMA ADVISERS, LP (111.42K), OSAIC HOLDINGS, INC. (70.57K).
Leading sellers of Gladstone Investment Corporationde stock in December 2025 included MARSHALL WACE, LLP (130.76K), Melia Wealth LLC (70.30K), VAN ECK ASSOCIATES CORP (55.78K), Virtus Investment Advisers, LLC (20.76K), State of Wyoming (11.34K).
The top 10 institutional holders of Gladstone Investment Corporationde for the quarter ending December 2025 included Melia Wealth LLC (1.13Mn), VAN ECK ASSOCIATES CORP (798.95K), UBS Group AG (713.02K), 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), TWO SIGMA INVESTMENTS, LP (190.24K).

83 Institutional Holders

48,844 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
Melia Wealth LLC	31 Dec, 2025	1,127,296	-70,298	-5.87%	$15,748,331.00
VAN ECK ASSOCIATES CORP	31 Dec, 2025	798,954	-55,776	-6.53%	$11,161.00
UBS Group AG	31 Dec, 2025	713,016	228,168	47.06%	$9,960,833.00
MORGAN STANLEY	31 Dec, 2025	335,654	17,718	5.57%	$4,689,100.00
BlackRock, Inc.	31 Dec, 2025	319,773	4,175	1.32%	$4,467,226.00
PFG Advisors	31 Dec, 2025	305,248	205,504	206.03%	$4,264,315.00
Legal & General Group Plc	31 Dec, 2025	273,752	51,205	23.01%	$3,832,528.00
OUTFITTERS FINANCIAL LLC	31 Dec, 2025	204,345	2,450	1.21%	$2,854,700.00
LPL Financial LLC	31 Dec, 2025	193,933	-1,825	-0.93%	$2,709,251.00
TWO SIGMA INVESTMENTS, LP	31 Dec, 2025	190,243	190,243	0.00%	$2,657,695.00
MARSHALL WACE, LLP	31 Dec, 2025	164,583	-130,759	-44.27%	$2,299,225.00
BLAIR WILLIAM & CO/IL	31 Dec, 2025	154,482	-10,432	-6.33%	$2,158,114.00
DAVENPORT & Co LLC	31 Dec, 2025	137,862	2,600	1.92%	$1,925,798.00
TWO SIGMA ADVISERS, LP	31 Dec, 2025	111,418	111,418	0.00%	$1,556,509.00
Legacy Capital Wealth Partners, LLC	31 Dec, 2025	111,329	10,123	10.00%	$1,555,269.00
Atlantic Union Bankshares Corp	31 Dec, 2025	97,164	-2,625	-2.63%	$1,357,381.00
Baird Financial Group, Inc.	31 Dec, 2025	90,801	1	0.00%	$1,268,490.00
OSAIC HOLDINGS, INC.	31 Dec, 2025	88,410	70,566	395.46%	$1,235,116.00
United Advisor Group, LLC	31 Dec, 2025	70,752	-7,682	-9.79%	$988,405.00
ALBERT D MASON INC	31 Dec, 2025	66,833	15,820	31.01%	$933,654.00

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