Who owns SLR Investment Corp. (SLRC)
Which tracked institutional funds hold SLRC, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SLRC company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
12 tracked funds added or opened SLRC while 24 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
SLRC’s largest tracked holder by dollar value, THORNBURG INVESTMENT MANAGEMENT INC, sizes it at 0.7% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.7pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in SLRC divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 124 tracked filers holding SLRC, 68 increased or opened the position and 58 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in SLRC between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 2
- Clear Harbor Asset Management, LLC$3M
- MANGROVE PARTNERS IM, LLC$601K
Full exits 4
- TWO SIGMA ADVISERS, LP$6M
- Closed-End Fund Advisors, Inc.$4M
- STATE STREET CORP$1M
- Connor, Clark & Lunn Investment Management Ltd.$509K
Largest adds
- EverSource Wealth Advisors, LLC$13M
- Diameter Capital Partners LP$6M
- Triad Investment Management$4M
- FRANKLIN RESOURCES INC$1M
- Trexquant Investment LP$1M
- Ensign Peak Advisors, Inc$1M
Largest trims
- VAN ECK ASSOCIATES CORP$5M
- JPMORGAN CHASE & CO$3M
- BlackRock, Inc.$3M
- Aristotle Capital Boston, LLC$3M
- THORNBURG INVESTMENT MANAGEMENT INC$1M
- MORGAN STANLEY$1M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| THORNBURG INVESTMENT MANAGEMENT INC added | 4,633,431 | $66M | 22.6% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 1,261,976 | $18M | 6.1% | 2026-Q1 |
| VAN ECK ASSOCIATES CORP trimmed | 885,004 | $13M | 4.3% | 2026-Q1 |
| EverSource Wealth Advisors, LLC added | 63,473 | $13M | 4.3% | 2026-Q1 |
| Diameter Capital Partners LP added | 827,099 | $12M | 4.0% | 2026-Q1 |
| Aristotle Capital Boston, LLC trimmed | 755,172 | $11M | 3.7% | 2026-Q1 |
| UBS Group AG trimmed | 569,240 | $8M | 2.8% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 568,402 | $8M | 2.8% | 2026-Q1 |
| Muzinich & Co., Inc. added | 538,843 | $8M | 2.6% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 452,365 | $6M | 2.2% | 2026-Q1 |
| Ensign Peak Advisors, Inc added | 450,000 | $6M | 2.2% | 2026-Q1 |
| EPIQ PARTNERS, LLC added | 424,693 | $6M | 2.1% | 2026-Q1 |
| Legal & General Group Plc added | 420,681 | $6M | 2.1% | 2026-Q1 |
| Triad Investment Management added | 375,442 | $5M | 1.9% | 2026-Q1 |
| Sumitomo Mitsui Trust Group, Inc. added | 378,888 | $5M | 1.9% | 2026-Q1 |
| CONDOR CAPITAL MANAGEMENT trimmed | 354,864 | $5M | 1.7% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 344,311 | $5M | 1.7% | 2026-Q1 |
| MORGAN STANLEY trimmed | 264,180 | $4M | 1.3% | 2026-Q1 |
| SEI INVESTMENTS CO trimmed | 250,170 | $4M | 1.2% | 2026-Q1 |
| INTREPID FAMILY OFFICE LLC trimmed | 240,000 | $3M | 1.2% | 2026-Q1 |
| Advisors Asset Management, Inc. added | 227,959 | $3M | 1.1% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 225,968 | $3M | 1.1% | 2026-Q1 |
| Clear Harbor Asset Management, LLC added | 222,473 | $3M | 1.1% | 2026-Q1 |
| BlackRock, Inc. trimmed | 211,698 | $3M | 1.0% | 2026-Q1 |
| Hennion & Walsh Asset Management, Inc. trimmed | 201,023 | $3M | 1.0% | 2026-Q1 |
| LPL Financial LLC added | 150,880 | $2M | 0.7% | 2026-Q1 |
| NEUBERGER BERMAN GROUP LLC trimmed | 140,892 | $2M | 0.7% | 2026-Q1 |
| Trexquant Investment LP added | 137,754 | $2M | 0.7% | 2026-Q1 |
| Sunbelt Securities, Inc. added | 131,347 | $2M | 0.6% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 123,570 | $2M | 0.6% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 104,322 | $1M | 0.5% | 2026-Q1 |
| NewEdge Wealth, LLC added | 98,148 | $1M | 0.5% | 2026-Q1 |
| Garner Asset Management Corp trimmed | 87,594 | $1M | 0.4% | 2026-Q1 |
| DENALI ADVISORS LLC trimmed | 87,187 | $1M | 0.4% | 2026-Q1 |
| D. E. Shaw & Co., Inc. added | 84,512 | $1M | 0.4% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 77,960 | $1M | 0.4% | 2026-Q1 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC trimmed | 63,966 | $915K | 0.3% | 2026-Q1 |
| MERIDIAN INVESTMENT COUNSEL INC. added | 62,275 | $891K | 0.3% | 2026-Q1 |
| CANADA LIFE ASSURANCE Co trimmed | 59,489 | $855K | 0.3% | 2026-Q1 |
| WEDBUSH SECURITIES INC added | 54,120 | $774K | 0.3% | 2026-Q1 |
| Lido Advisors, LLC added | 53,382 | $764K | 0.3% | 2026-Q1 |
| Altrafin AG added | 50,852 | $728K | 0.2% | 2026-Q1 |
| BI Asset Management Fondsmaeglerselskab A/S added | 48,517 | $694K | 0.2% | 2026-Q1 |
| Campbell & CO Investment Adviser LLC added | 48,268 | $691K | 0.2% | 2026-Q1 |
| Cetera Investment Advisers added | 47,694 | $683K | 0.2% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 47,681 | $682K | 0.2% | 2026-Q1 |
| Triumph Capital Management added | 46,868 | $671K | 0.2% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 44,662 | $639K | 0.2% | 2026-Q1 |
| MANGROVE PARTNERS IM, LLC new | 42,008 | $601K | 0.2% | 2026-Q1 |
| MACKENZIE FINANCIAL CORP added | 39,907 | $571K | 0.2% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 38,815 | $555K | 0.2% | 2026-Q1 |
| Samalin Investment Counsel, LLC trimmed | 34,902 | $499K | 0.2% | 2026-Q1 |
| Chicago Partners Investment Group LLC trimmed | 31,260 | $495K | 0.2% | 2026-Q1 |
| AlphaCore Capital LLC added | 32,540 | $466K | 0.2% | 2026-Q1 |
| Apollon Wealth Management, LLC added | 31,734 | $454K | 0.2% | 2026-Q1 |
| Virtus Investment Advisers, LLC trimmed | 31,335 | $448K | 0.2% | 2026-Q1 |
| MONTAG A & ASSOCIATES INC | 30,713 | $440K | 0.2% | 2026-Q1 |
| BESSEMER GROUP INC added | 29,396 | $421K | 0.1% | 2026-Q1 |
| Significant Wealth Partners LLC | 29,349 | $420K | 0.1% | 2026-Q1 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 28,952 | $414K | 0.1% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 28,708 | $411K | 0.1% | 2026-Q1 |
| Next Capital Management LLC | 27,520 | $394K | 0.1% | 2026-Q1 |
| Brevan Howard Capital Management LP added | 27,431 | $393K | 0.1% | 2026-Q1 |
| Wealthspire Advisors, LLC added | 25,584 | $366K | 0.1% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 24,590 | $352K | 0.1% | 2026-Q1 |
| KELLEHER FINANCIAL ADVISORS added | 24,478 | $349K | 0.1% | 2026-Q1 |
| ExodusPoint Capital Management, LP trimmed | 22,000 | $315K | 0.1% | 2026-Q1 |
| Cerity Partners LLC new | 21,817 | $312K | 0.1% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 21,730 | $311K | 0.1% | 2026-Q1 |
| WJ Financial Advisors LLC added | 20,891 | $299K | 0.1% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 19,970 | $286K | 0.1% | 2026-Q1 |
| FLAGSHIP HARBOR ADVISORS, LLC trimmed | 19,426 | $278K | 0.1% | 2026-Q1 |
| TWO SIGMA ADVISERS, LP trimmed | 380,397 | $6M | 2.0% | 2025-Q4 stale |
| Closed-End Fund Advisors, Inc. new | 260,893 | $4M | 1.4% | 2025-Q4 stale |
| MILLENNIUM MANAGEMENT LLC added | 173,335 | $3M | 0.9% | 2025-Q3 stale |
| ARES MANAGEMENT LLC trimmed | 138,502 | $2M | 0.7% | 2025-Q3 stale |
| NewEdge Advisors, LLC added | 105,178 | $2M | 0.5% | 2025-Q3 stale |
| Pekin Hardy Strauss, Inc. trimmed | 100,400 | $2M | 0.5% | 2025-Q3 stale |
| STATE STREET CORP added | 66,535 | $1M | 0.4% | 2025-Q4 stale |
| Pullen Investment Management, LLC added | 54,386 | $832K | 0.3% | 2025-Q3 stale |
| Jump Financial, LLC added | 48,431 | $782K | 0.3% | 2025-Q2 stale |
| Invesco Ltd. added | 50,583 | $773K | 0.3% | 2025-Q3 stale |
| Atria Wealth Solutions, Inc. trimmed | 39,312 | $663K | 0.2% | 2025-Q1 stale |
| Connor, Clark & Lunn Investment Management Ltd. trimmed | 32,934 | $509K | 0.2% | 2025-Q4 stale |
| Qube Research & Technologies Ltd added | 33,101 | $506K | 0.2% | 2025-Q3 stale |
| Cubist Systematic Strategies, LLC trimmed | 30,299 | $489K | 0.2% | 2025-Q2 stale |
| Inspire Investing, LLC added | 30,238 | $467K | 0.2% | 2025-Q4 stale |
| TUDOR INVESTMENT CORP ET AL | 26,867 | $411K | 0.1% | 2025-Q4 stale |
| Quadrature Capital Ltd added | 26,127 | $399K | 0.1% | 2025-Q3 stale |
| VARCOV Co. new | 25,574 | $395K | 0.1% | 2025-Q4 stale |
| MARSHALL WACE, LLP trimmed | 25,364 | $388K | 0.1% | 2025-Q3 stale |
| NORTHERN TRUST CORP trimmed | 24,040 | $372K | 0.1% | 2025-Q4 stale |
| HRT FINANCIAL LP added | 21,703 | $350K | 0.1% | 2025-Q2 stale |
| CITADEL ADVISORS LLC trimmed | 20,325 | $328K | 0.1% | 2025-Q2 stale |
| Dynamic Technology Lab Private Ltd added | 20,227 | $326K | 0.1% | 2025-Q2 stale |
| Running Point Capital Advisors, LLC added | 21,072 | $326K | 0.1% | 2025-Q4 stale |
| Inscription Capital, LLC added | 18,834 | $289K | 0.1% | 2025-Q1 stale |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE new | 18,000 | $278K | 0.1% | 2025-Q4 stale |
| MQS Management LLC trimmed | 17,904 | $274K | 0.1% | 2025-Q3 stale |
| Verition Fund Management LLC new | 16,696 | $269K | 0.1% | 2025-Q2 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.