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Stellus Capital Investment Corp

SCM
Exchange
NYSE
SEC CIK
0001551901

In the last 90 days, Stellus Capital Investment Corp insiders filed 1 open-market purchase and 0 sales; 59 institutions reported holding it in 13F filings for Q2 2026, worth $30.6M in total; no superinvestor holds it.

13F holders, Q1 2021

Institutional positions in Stellus Capital Investment Corp as of Mar 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
47
No complete 13F data for Q4 2020
Shares held
3.40M
No complete 13F data for Q4 2020
Total value
$43.3M
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting SCM on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2021: 47 institutions
Q1 2021: 47 institutionsQ2 2021: 47 institutionsQ3 2021: 45 institutionsQ4 2021: 49 institutionsQ1 2022: 44 institutionsQ2 2022: 54 institutionsQ3 2022: 51 institutionsQ4 2022: 51 institutionsQ1 2023: 57 institutionsQ2 2023: 61 institutionsQ3 2023: 63 institutionsQ4 2023: 59 institutionsQ1 2024: 53 institutionsQ2 2024: 52 institutionsQ3 2024: 53 institutionsQ4 2024: 58 institutionsQ1 2025: 62 institutionsQ2 2025: 58 institutionsQ3 2025: 68 institutionsQ4 2025: 63 institutionsQ1 2026: 63 institutionsQ2 2026: 59 institutions
Value heldQ1 2021: $43.3M
Q1 2021: $43.3MQ2 2021: $43.9MQ3 2021: $43.0MQ4 2021: $43.5MQ1 2022: $37.7MQ2 2022: $32.8MQ3 2022: $32.1MQ4 2022: $32.9MQ1 2023: $32.6MQ2 2023: $46.7MQ3 2023: $54.5MQ4 2023: $41.0MQ1 2024: $35.9MQ2 2024: $48.6MQ3 2024: $41.9MQ4 2024: $39.0MQ1 2025: $47.2MQ2 2025: $44.3MQ3 2025: $45.9MQ4 2025: $49.1MQ1 2026: $38.4MQ2 2026: $30.6M
Institutions holding SCM and their total value by quarter
QuarterHoldersValue
Q2 202659$30.6M
Q1 202663$38.4M
Q4 202563$49.1M
Q3 202568$45.9M
Q2 202558$44.3M
Q1 202562$47.2M
Q4 202458$39.0M
Q3 202453$41.9M
Q2 202452$48.6M
Q1 202453$35.9M
Q4 202359$41.0M
Q3 202363$54.5M
Q2 202361$46.7M
Q1 202357$32.6M
Q4 202251$32.9M
Q3 202251$32.1M
Q2 202254$32.8M
Q1 202244$37.7M
Q4 202149$43.5M
Q3 202145$43.0M
Q2 202147$43.9M
Q1 202147$43.3M

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Stellus Capital Investment Corp.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding SCM in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Barclays PLC200$3.00K0.00%––
Allred Capital Management, LLC250$3.17K0.00%––
Valley National Advisers Inc300$4.00K0.00%––
US Bancorp700$9.00K0.00%––
Sterling Investment Advisors, Ltd.1,200$15.0K0.00%––
Earnest Partners LLC1,931$25.0K0.00%––
Credit Agricole S A2,000$25.0K0.00%––
Geneos Wealth Management Inc.3,188$42.0K0.00%––
Spire Wealth Management3,325$42.0K0.00%––
FNY Investment Advisers, LLC3,403$43.0K0.02%––
Montag A & Associates Inc4,129$52.0K0.00%––
Tower Research Capital LLC (TRC)4,240$54.0K0.00%––
Great West Life Assurance Co5,461$69.0K0.00%––
Wells Fargo & Company8,951$114.0K0.00%––
Citadel Advisors LLC10,636$135.0K0.00%––
Susquehanna Fundamental Investments, LLC11,300$144.0K0.00%––
Advisor Group Holdings, Inc.12,697$161.0K0.00%––
Cambridge Investment Research Advisors, Inc.14,000$178.0K0.00%––
Advisory Services Network, LLC14,184$180.0K0.01%––
Stephens Inc14,275$181.0K0.00%––
Acadian Asset Management LLC14,487$184.0K0.00%––
LPL Financial LLC14,679$186.0K0.00%––
UBS Group AG15,592$198.0K0.00%––
Virtus ETF Advisers LLC20,469$260.0K0.11%––
Eagle Global Advisors LLC20,950$266.0K0.02%––
Sanders Morris Harris LLC22,509$286.0K0.06%––
The PNC Financial Services Group, Inc.23,000$293.0K0.00%––
Raymond James Financial Services Advisors, Inc.23,517$299.0K0.00%––
Morgan Stanley27,491$349.0K0.00%––
Royal Bank of Canada30,161$383.0K0.00%––
California Public Employees Retirement System37,300$474.0K0.00%––
LSV Asset Management41,300$524.0K0.00%––
Rockefeller Capital Management L.P.45,949$583.0K0.00%––
Two Sigma Advisers, LP47,300$601.0K0.00%––
Advisory Research Inc54,246$689.0K0.05%––
Two Sigma Investments, LP78,184$993.0K0.00%––
BlackRock Inc.101,195$1.28M0.00%––
Gables Capital Management Inc.134,394$1.71M0.95%––
Legal & General Group Plc135,222$1.72M0.00%––
Sumitomo Mitsui Trust Holdings, Inc.161,058$2.04M0.00%––
Muzinich & Co., Inc.161,058$2.04M1.16%––
Raymond James & Associates204,035$2.59M0.00%––
Arrowstreet Capital, Limited Partnership229,342$2.91M0.00%––
Advisors Asset Management, Inc.237,280$3.01M0.05%––
Cliffwater LLC257,380$3.43M0.82%––
Confluence Investment Management LLC347,026$4.41M0.06%––
Ares Management LLC795,396$10.1M0.48%––