SLR Investment Corp.
SLRC- Exchange
- Nasdaq
- SEC CIK
- 0001418076
In the last 90 days, SLR Investment Corp. insiders filed 1 open-market purchase and 0 sales; 124 institutions reported holding it in 13F filings for Q2 2026, worth $222.1M in total; no superinvestor holds it.
13F holders, Q4 2021
Institutional positions in SLR Investment Corp. as of Dec 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
- 108
- +9 vs. Q3 2021
- Shares held
- 19.9M
- −56.6K (−0.3%) vs. Q3 2021
- Total value
- $365.6M
- −$15.7M (−4.1%) vs. Q3 2021
- New holders
- 21
- 30 more added
- Sold out
- 12
- 40 more reduced
3 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting SLRC 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 124 | $222.1M |
| Q1 2026 | 124 | $252.5M |
| Q4 2025 | 123 | $274.7M |
| Q3 2025 | 117 | $261.7M |
| Q2 2025 | 128 | $278.1M |
| Q1 2025 | 111 | $282.0M |
| Q4 2024 | 118 | $259.5M |
| Q3 2024 | 120 | $237.7M |
| Q2 2024 | 116 | $253.3M |
| Q1 2024 | 117 | $241.3M |
| Q4 2023 | 118 | $233.5M |
| Q3 2023 | 99 | $242.8M |
| Q2 2023 | 108 | $238.7M |
| Q1 2023 | 97 | $249.7M |
| Q4 2022 | 108 | $248.3M |
| Q3 2022 | 117 | $231.3M |
| Q2 2022 | 117 | $289.6M |
| Q1 2022 | 110 | $344.4M |
| Q4 2021 | 108 | $365.6M |
| Q3 2021 | 102 | $384.0M |
| Q2 2021 | 109 | $387.1M |
| Q1 2021 | 109 | $382.6M |
Institutions, Q4 2021
Shares, value and share of portfolio for each institution holding SLR Investment Corp.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Cullen/Frost Bankers, Inc. | 23 | $0 | 0.00% | +23 | New |
| RE Dickinson Investment Advisors, LLC | 4 | $0 | 0.00% | +4 | New |
| McDonald Partners LLC | 21 | $396 | 0.00% | +21 | New |
| Absolute Capital Management, LLC | 21 | $396 | 0.00% | +21 | New |
| NEXT Financial Group, Inc | 206 | $3.00K | 0.00% | +26+14.4% | Added |
| Spire Wealth Management | 200 | $4.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 220 | $4.00K | 0.01% | +220 | New |
| Harbour Investments, Inc. | 345 | $6.00K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 350 | $6.00K | 0.00% | +350 | New |
| US Bancorp | 400 | $7.00K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 384 | $7.00K | 0.00% | +384 | New |
| Spectrum Management Group, LLC | 990 | $18.0K | 0.00% | +51+5.4% | Added |
| Cambridge Trust Co | 1,000 | $18.0K | 0.00% | +1,000 | New |
| Byrne Asset Management LLC | 950 | $18.0K | 0.01% | +950 | New |
| Founders Capital Management | 1,500 | $28.0K | 0.02% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 1,973 | $36.0K | 0.00% | +41+2.1% | Added |
| American Portfolios Advisors | 2,230 | $41.1K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 2,303 | $43.0K | 0.03% | +97+4.4% | Added |
| Geneos Wealth Management Inc. | 3,152 | $58.0K | 0.00% | 00.0% | Unchanged |
| City State Bank | 3,250 | $60.0K | 0.04% | +3,250 | New |
| Proequities, Inc. | 8,410 | $158.0K | 0.01% | −200−2.3% | Reduced |
| Russell Investments Group, Ltd. | 9,518 | $174.0K | 0.00% | +9,518 | New |
| Rossmore Private Capital | 10,000 | $184.0K | 0.03% | 00.0% | Unchanged |
| Aj Wealth Strategies, LLC | 11,200 | $206.0K | 0.01% | 00.0% | Unchanged |
| SMH Capital Advisors Inc | 11,277 | $208.0K | 0.41% | −53−0.5% | Reduced |
| FDx Advisors, Inc. | 11,279 | $208.0K | 0.01% | +421+3.9% | Added |
| Mraz, Amerine & Associates, Inc. | 11,434 | $211.0K | 0.05% | −229−2.0% | Reduced |
| Geller Advisors LLC | 11,310 | $213.0K | 0.04% | 00.0% | Unchanged |
| Sigma Planning Corp | 11,617 | $214.0K | 0.01% | +12+0.1% | Added |
| Wells Fargo & Company | 11,621 | $215.0K | 0.00% | −289−2.4% | Reduced |
| Susquehanna International Group, LLP | 11,736 | $216.0K | 0.00% | −30,581−72.3% | Reduced |
| Sargent Investment Group, LLC | 11,800 | $217.0K | 0.05% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 13,299 | $245.0K | 0.00% | +13,299 | New |
| Great West Life Assurance Co | 13,749 | $252.0K | 0.00% | −420−3.0% | Reduced |
| Wambolt & Associates, LLC | 14,671 | $270.0K | 0.10% | −163−1.1% | Reduced |
| Natixis Advisors, L.P. | 15,303 | $282.0K | 0.00% | +3,205+26.5% | Added |
| Wall Street Access Asset Management, LLC | 16,783 | $309.0K | 0.16% | −6,071−26.6% | Reduced |
| All Season Financial Advisors, Inc. | 16,857 | $311.0K | 0.22% | +16,857 | New |
| Bank of America Corp | 18,703 | $344.0K | 0.00% | −737−3.8% | Reduced |
| M&T Bank Corp | 19,000 | $350.0K | 0.00% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 19,362 | $357.0K | 0.00% | +404+2.1% | Added |
| Sunbelt Securities, Inc. | 23,728 | $441.0K | 0.07% | +3,368+16.5% | Added |
| Next Capital Management LLC | 27,520 | $507.0K | 0.35% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 27,941 | $515.0K | 0.00% | −145,635−83.9% | Reduced |
| CenterBook Partners LP | 28,470 | $525.0K | 0.31% | +28,470 | New |
| Virtus ETF Advisers LLC | 30,093 | $555.0K | 0.21% | −2,415−7.4% | Reduced |
| Schechter Investment Advisors, LLC | 34,886 | $643.0K | 0.06% | +34,886 | New |
| 1832 Asset Management L.P. | 36,721 | $682.0K | 0.00% | −95−0.3% | Reduced |
| Claybrook Capital, LLC | 37,908 | $699.0K | 0.33% | +7,768+25.8% | Added |
| Franklin Resources Inc | 38,267 | $705.0K | 0.00% | +2,400+6.7% | Added |
| GraniteShares Advisors LLC | 38,377 | $707.0K | 0.33% | +38,377 | New |
| Cambridge Investment Research Advisors, Inc. | 39,453 | $727.0K | 0.00% | −4,590−10.4% | Reduced |
| LPL Financial LLC | 39,515 | $728.0K | 0.00% | +1,099+2.9% | Added |
| RMB Capital Management, LLC | 40,000 | $737.0K | 0.02% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 40,096 | $738.0K | 0.00% | −34,317−46.1% | Reduced |
| HighTower Advisors, LLC | 41,518 | $765.0K | 0.00% | +1,492+3.7% | Added |
| Chicago Partners Investment Group LLC | 45,083 | $811.0K | 0.06% | +2,226+5.2% | Added |
| Neville Rodie & Shaw Inc | 46,500 | $857.0K | 0.06% | 00.0% | Unchanged |
| Rivernorth Capital Management, LLC | 47,627 | $878.0K | 0.04% | +47,627 | New |
| Salem Investment Counselors Inc | 49,404 | $911.0K | 0.03% | 00.0% | Unchanged |
| Garner Asset Management Corp | 49,806 | $918.0K | 0.38% | +9,650+24.0% | Added |
| Blair William & Co | 53,077 | $978.0K | 0.00% | −3,433−6.1% | Reduced |
| Citadel Advisors LLC | 53,088 | $978.0K | 0.00% | +4,464+9.2% | Added |
| Stifel Financial Corp | 54,306 | $1.00M | 0.00% | −724−1.3% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 54,710 | $1.01M | 0.05% | +24,680+82.2% | Added |
| Concorde Asset Management, LLC | 66,189 | $1.22M | 0.75% | +1,922+3.0% | Added |
| Acadian Asset Management LLC | 67,427 | $1.24M | 0.00% | +24,355+56.5% | Added |
| Montag A & Associates Inc | 68,096 | $1.25M | 0.06% | −1,366−2.0% | Reduced |
| Invesco Ltd. | 72,369 | $1.33M | 0.00% | −3,651−4.8% | Reduced |
| Mackenzie Financial Corp | 74,219 | $1.37M | 0.00% | +152+0.2% | Added |
| WESPAC Advisors, LLC | 74,616 | $1.38M | 0.92% | +2,536+3.5% | Added |
| D. E. Shaw & Co., Inc. | 75,485 | $1.39M | 0.00% | −83,662−52.6% | Reduced |
| Two Sigma Advisers, LP | 81,430 | $1.50M | 0.00% | −155,900−65.7% | Reduced |
| Pekin Hardy Strauss, Inc. | 82,915 | $1.53M | 0.21% | −11,550−12.2% | Reduced |
| Ameriprise Financial Inc | 83,180 | $1.53M | 0.00% | +83,180 | New |
| Triad Investment Management | 121,152 | $1.63M | 1.48% | +121,152 | New |
| Acuitas Investments, LLC | 95,723 | $1.76M | 0.75% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 107,916 | $1.99M | 0.03% | −20,476−15.9% | Reduced |
| Advisor Group Holdings, Inc. | 109,338 | $2.02M | 0.00% | −54,065−33.1% | Reduced |
| HB Wealth Management, LLC | 112,204 | $2.07M | 0.04% | +112,204 | New |
| Raymond James & Associates | 129,618 | $2.39M | 0.00% | +6,439+5.2% | Added |
| United Capital Financial Advisers, LLC | 140,700 | $2.59M | 0.01% | +1,600+1.2% | Added |
| Royal Bank of Canada | 143,105 | $2.64M | 0.00% | −2,599−1.8% | Reduced |
| Clear Harbor Asset Management, LLC | 143,313 | $2.64M | 0.29% | −15,385−9.7% | Reduced |
| Neuberger Berman Group LLC | 166,973 | $3.08M | 0.00% | +15,265+10.1% | Added |
| First Republic Investment Management, Inc. | 187,603 | $3.46M | 0.01% | 00.0% | Unchanged |
| Sumitomo Mitsui Trust Holdings, Inc. | 188,220 | $3.47M | 0.00% | −16,732−8.2% | Reduced |
| Muzinich & Co., Inc. | 196,987 | $3.62M | 2.50% | −16,732−7.8% | Reduced |
| Intrepid Family Office LLC | 200,000 | $3.69M | 4.29% | +200,000 | New |
| McKinley Capital Management LLC /Delaware | 210,964 | $3.89M | 0.35% | −929−0.4% | Reduced |
| Callodine Capital Management, LP | 240,313 | $4.43M | 1.83% | −84,697−26.1% | Reduced |
| Legal & General Group Plc | 244,338 | $4.50M | 0.00% | −7,599−3.0% | Reduced |
| Confluence Investment Management LLC | 257,588 | $4.75M | 0.06% | −10,865−4.0% | Reduced |
| Polar Capital Holdings Plc | 275,000 | $5.07M | 0.03% | −248−0.1% | Reduced |
| UBS Group AG | 295,105 | $5.44M | 0.00% | −12,379−4.0% | Reduced |
| SEI Investments Co | 296,362 | $5.44M | 0.01% | −12,004−3.9% | Reduced |
| BlackRock Inc. | 300,968 | $5.55M | 0.00% | +24,482+8.9% | Added |
| Credit Suisse AG | 329,808 | $6.08M | 0.00% | −3,048−0.9% | Reduced |
| Cliffwater LLC | 358,544 | $6.61M | 1.72% | +14,268+4.1% | Added |
| Morgan Stanley | 388,700 | $7.16M | 0.00% | −17,220−4.2% | Reduced |