SLR InvestmentSLRC

13F holders, Q1 2025 (March 31)
111holders −7
14new positions
19sold out
1famous investor
$16.85avg. 13F price*

At the end of Q1 2025, 111 institutions reported holding SLR Investment Corp. (SLRC) in their 13F filings, down 7 from Q4 2024. 14 opened new positions and 19 sold out. The largest holders were Thornburg Investment Management Inc. ($73.7M), Ares Management LLC ($24.1M) and JPMorgan Chase & Co. ($22.6M). One famous investor held it Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).

Company
SLR Investment Corp.
CUSIP
83413U100
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150 Q1 2024: 116Q1 2024Q2 2024: 116Q2 2024Q3 2024: 120Q3 2024Q4 2024: 118Q4 2024Q1 2025: 111Q1 2025Q2 2025: 128Q2 2025Q3 2025: 117Q3 2025Q4 2025: 122Q4 2025Q1 2026: 123Q1 2026Q2 2026: 124Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions14$5.1M
Exits19$4.3M

All 13F filers, Q4 2024 → Q1 2025: 1,519,087 shares bought and 1,063,565 shares sold, net +455,522 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 111 holders

Thornburg Investment Management Inc. 1.03% No change 4,372,550 $73.7M
Ares Management LLC 1.48% No change 1,430,205 $24.1M
JPMorgan Chase & Co. 0.00% Reduce -2.0% 1,340,459 $22.6M
Aristotle Capital Boston, LLC 0.89% Reduce -19.5% 1,056,800 $17.8M
Van Eck Associates Corp. 0.02% Reduce -6.6% 975,277 $16.4M
Two Sigma Advisers, LP 0.02% Add +39.0% 530,876 $9.0M
Legal & General Group Plc 0.00% Add +0.7% 363,488 $6.1M
Condor Capital Management 0.52% Add +14.8% 332,664 $5.6M
Epiq Partners, LLC 3.07% Add +405.8% 327,560 $5.5M
Two Sigma Investments, LP 0.01% Add +27.4% 326,065 $5.5M
Raymond James Financial Inc. 0.00% Add +12.3% 317,325 $5.4M
UBS Group AG 0.00% Add +67.4% 294,093 $5.0M
Sei Investments Co. 0.01% Add +4.6% 272,425 $4.6M
BlackRock, Inc. 0.00% Reduce -4.8% 237,581 $4.0M
Intrepid Family Office LLC 5.80% No change 231,400 $3.9M
Royal Bank of Canada 0.00% Reduce -1.4% 231,035 $3.9M
Commonwealth Equity Services, LLC 0.01% Add +8.4% 227,481 $3.8M
Hennion & Walsh Asset Management, Inc. 0.17% Add +42.8% 222,340 $3.7M
Trexquant Investment LP 0.04% Add +18.2% 208,355 $3.5M
Morgan Stanley 0.00% Reduce -2.1% 204,197 $3.4M
Confluence Investment Management LLC 0.05% Reduce -0.1% 187,389 $3.2M
Muzinich & Co., Inc. 1.84% Add +22.7% 178,095 $3.0M
Sumitomo Mitsui Trust Group, Inc. 0.00% Add +23.0% 176,213 $3.0M
Denali Advisors LLC 0.25% Add +7.5% 132,725 $2.2M
Advisors Asset Management, Inc. 0.03% Add +13.0% 108,779 $1.8M
Sunbelt Securities, Inc. 0.15% Reduce -3.7% 101,627 $1.7M
Ameriprise Financial Inc. 0.00% Add +719.2% 100,912 $1.7M
Pekin Hardy Strauss, Inc. 0.20% Add +6.7% 98,535 $1.7M
NewEdge Wealth, LLC 0.03% Reduce -27.6% 91,795 $1.5M
Bank of America Corp. 0.00% Reduce -29.9% 91,763 $1.5M
NewEdge Advisors, LLC 0.01% Add +159.1% 90,037 $1.5M
Osaic Holdings, Inc. 0.00% Add +2.4% 77,790 $1.3M
Neuberger Berman Group LLC 0.00% Reduce -31.2% 76,619 $1.3M
Garner Asset Management Corp 0.50% Reduce -0.6% 66,680 $1.1M
BI Asset Management Fondsmaeglerselskab A/S 0.01% No change 66,404 $1.1M
Pullen Investment Management, LLC 0.66% Add +2.8% 62,084 $1.0M
AlphaCore Capital LLC 0.09% New 61,135 $1.0M
Tudor Investment Corporation 0.01% Add +141.8% 59,955 $1.0M
Virtus Investment Advisers, LLC 0.26% New 55,139 $930K
Janney Montgomery Scott LLC 0.00% Reduce -12.0% 52,975 $893K
CANADA LIFE ASSURANCE Co 0.00% Add +17.8% 52,869 $893K
LPL Financial LLC 0.00% Reduce -1.0% 48,505 $818K
Wedbush Securities Inc. 0.03% Add +10.7% 47,587 $802K
Altrafin AG 0.31% No change 47,163 $795K
Mackenzie Financial Corp. 0.00% Add +222.3% 45,776 $772K
Susquehanna International Group, LLP 0.00% Add +69.2% 43,847 $739K
Lido Advisors, LLC 0.00% Add +5.2% 43,606 $735K
Atria Wealth Solutions, Inc. 0.01% Reduce -0.8% 39,312 $663K
ExodusPoint Capital Management, LP 0.01% Add +139.5% 38,800 $654K
Montag A & Associates Inc. 0.03% Reduce -16.8% 37,987 $640K
Oppenheimer & Co. Inc. 0.01% New 37,803 $637K
Connor, Clark & Lunn Investment Management Ltd. 0.00% Add +35.8% 37,649 $635K
Triumph Capital Management 0.21% Add +4.4% 36,907 $622K
Cetera Investment Advisers 0.00% New 36,606 $617K
Invesco Ltd. 0.00% Reduce -16.6% 36,005 $607K
Captrust Financial Advisors 0.00% Add +0.8% 33,813 $570K
MQS Management LLC 0.33% New 33,811 $570K
Samalin Investment Counsel, LLC 0.22% Reduce -10.4% 31,481 $531K
Qube Research & Technologies Ltd 0.00% Reduce -41.4% 30,026 $506K
Next Capital Management LLC 0.22% No change 27,520 $464K
Chicago Partners Investment Group LLC 0.02% Reduce -5.2% 29,295 $453K
Stifel Financial Corp. 0.00% Reduce -16.5% 26,673 $450K
Franklin Resources Inc. 0.00% No change 23,441 $395K
Independent Financial Group, LLC 0.01% Add +2.9% 22,055 $372K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -4.0% 21,733 $366K
Wells Fargo & Company 0.00% Add +68.9% 21,082 $355K
Inspire Investing, LLC 0.04% Reduce -17.5% 20,370 $343K
Kelleher Financial Advisors 0.13% Add +17.6% 18,712 $315K
Flagship Harbor Advisors, LLC 0.02% Add +12.8% 18,169 $306K
Envestnet Asset Management Inc. 0.00% Add +28.3% 18,074 $305K
U.S. Capital Wealth Advisors, LLC 0.01% New 17,373 $293K
Inscription Capital, LLC 0.05% — 18,834 $289K
Apollon Wealth Management, LLC 0.01% New 16,938 $286K
Acadian Asset Management LLC 0.00% Add +173.3% 16,702 $280K
Aquatic Capital Management LLC 0.01% Add +1.9% 15,668 $264K
State Street Corp. 0.00% New 14,594 $246K
J.W. Cole Advisors, Inc. 0.01% New 14,271 $241K
Bard Associates Inc. 0.09% No change 13,535 $228K
Running Point Capital Advisors, LLC 0.07% No change 12,800 $216K
HB Wealth Management, LLC 0.00% Reduce -16.0% 12,614 $213K
Natixis Advisors, LLC 0.00% Reduce -5.8% 12,030 $203K
CFO4Life Group, LLC 0.03% No change 12,000 $202K
&partners 0.00% Add +13.1% 11,475 $197K
Private Advisor Group, LLC 0.00% Add +0.3% 10,991 $185K
Campbell & CO Investment Adviser LLC 0.01% Reduce -17.7% 10,638 $179K
ProShare Advisors LLC 0.00% New 10,283 $173K
Rossmore Private Capital 0.02% No change 10,000 $169K
Steward Partners Investment Advisory, LLC 0.00% Reduce -1.6% 9,779 $165K
MKT Advisors LLC 0.07% No change 10,050 $148K
Westend Capital Management, LLC 0.05% Add +9.4% 8,099 $137K
Citigroup Inc. 0.00% Add +135.9% 6,381 $108K
EverSource Wealth Advisors, LLC 0.00% No change 4,000 $67K
Founders Capital Management 0.03% No change 2,640 $45K
AllSquare Wealth Management LLC 0.02% No change 2,247 $38K
N.E.W. Advisory Services LLC 0.00% New 1,815 $31K
Comerica Bank 0.00% No change 1,814 $31K
CIBC Private Wealth Group LLC 0.00% Add +0.1% 2,001 $28K
Spectrum Wealth Counsel, LLC 0.00% Add +2.3% 1,442 $24K
MAI Capital Management 0.00% No change 1,170 $20K
Transce3nd, LLC 0.01% No change 1,166 $20K

"% of holder's portfolio" is SLRC's weight in each manager's 13F, not the share of SLR Investment Corp. the manager owns.

Show all 111 holders