| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| Thomas J. Herzfeld Advisors, Inc. | 0.72% | -94% | $1,391,288 | -$12,682,704 | 169,444 | -90% | Thomas J. Herzfeld Advisors, Inc. | 03 Jun 2025 |
As of 31 Dec 2025, 70 institutional investors reported holding 5,204,162 shares of SURO CAPITAL CORP. - Common Stock, par value $.01 per share (SSSS). This represents 22% of the company’s total 23,533,889 outstanding shares.
The largest institutional shareholders of SURO CAPITAL CORP. - Common Stock, par value $.01 per share (SSSS) together control 20% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| GABELLI FUNDS LLC | 5.4% | 1,262,208 | -14% | 0.08% | $11,915,244 |
| GatePass Capital, LLC | 2.2% | 508,400 | +2.5% | 2.5% | $4,799,296 |
| NEEDHAM INVESTMENT MANAGEMENT LLC | 1.8% | 426,594 | 0% | 0.25% | $4,027,047 |
| MGO ONE SEVEN LLC | 1.1% | 262,005 | -2.4% | 0.05% | $2,473,327 |
| GAMCO INVESTORS, INC. ET AL | 1.1% | 261,300 | -7.5% | 0.02% | $2,466,672 |
| JANE STREET GROUP, LLC | 1.1% | 251,035 | +102% | 0% | $2,369,771 |
| FRANKLIN RESOURCES INC | 0.89% | 210,183 | +11% | 0% | $1,984,128 |
| ACADIAN ASSET MANAGEMENT LLC | 0.75% | 176,066 | -0.27% | 0% | $1,660,000 |
| LPL Financial LLC | 0.74% | 174,810 | +99% | 0% | $1,650,206 |
| BlackRock, Inc. | 0.64% | 151,524 | +5.8% | 0% | $1,430,386 |
| TWO SIGMA INVESTMENTS, LP | 0.61% | 143,203 | -32% | 0% | $1,351,836 |
| INTREPID FAMILY OFFICE LLC | 0.42% | 100,000 | 0% | 0.91% | $944,000 |
| Invesco Ltd. | 0.42% | 99,449 | +560% | 0% | $938,799 |
| HARBOR CAPITAL ADVISORS, INC. | 0.31% | 73,063 | -7.1% | 0.05% | $690,000 |
| Supplemental Annuity Collective Trust of NJ | 0.3% | 71,507 | -15% | 0.17% | $675,026 |
| Janney Montgomery Scott LLC | 0.25% | 59,472 | +104% | 0% | $561,000 |
| Green Alpha Advisors, LLC | 0.23% | 53,426 | 0.46% | $504,341 | |
| MORGAN STANLEY | 0.23% | 52,995 | -42% | 0% | $500,273 |
| MANGROVE PARTNERS IM, LLC | 0.22% | 52,610 | 0.04% | $496,638 | |
| Trexquant Investment LP | 0.2% | 47,746 | +359% | 0% | $450,722 |
| Private Advisor Group, LLC | 0.19% | 45,588 | -2.5% | 0% | $430,352 |
| Catalyst Capital Advisors LLC | 0.18% | 42,466 | 0% | 0.01% | $400,879 |
| NORTHERN TRUST CORP | 0.18% | 41,276 | -9.6% | 0% | $389,646 |
| Stratos Wealth Partners, LTD. | 0.17% | 39,408 | +58% | 0% | $372,012 |
| WELLS FARGO & COMPANY/MN | 0.16% | 37,476 | +316% | 0% | $353,772 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 5,204,162 | $49,123,011 | -$1,040,860 | $9.44 | 70 |
| 2025 Q3 | 5,351,995 | $48,160,300 | +$595,316 | $9.00 | 72 |
| 2025 Q2 | 5,326,025 | $43,724,204 | -$9,350,547 | $8.21 | 56 |
| 2025 Q1 | 6,630,590 | $32,958,889 | +$2,325,045 | $4.97 | 57 |
| 2024 Q4 | 6,016,980 | $35,395,614 | +$8,519,080 | $5.88 | 54 |
| 2024 Q3 | 4,272,774 | $17,249,228 | +$2,595,722 | $4.04 | 44 |
| 2024 Q2 | 3,553,646 | $14,555,601 | +$1,008,135 | $4.01 | 43 |
| 2024 Q1 | 3,243,185 | $14,754,052 | +$141,926 | $4.55 | 46 |
| 2023 Q4 | 3,239,783 | $12,764,639 | -$50,113 | $3.94 | 52 |
| 2023 Q3 | 3,467,135 | $12,548,837 | +$2,552,771 | $3.62 | 55 |
| 2023 Q2 | 2,787,137 | $8,902,871 | -$4,472,870 | $3.20 | 60 |
| 2023 Q1 | 4,080,748 | $14,773,200 | -$2,321,432 | $3.62 | 69 |
| 2022 Q4 | 4,668,572 | $17,741,717 | +$2,175,656 | $3.80 | 71 |
| 2022 Q3 | 4,064,532 | $15,729,828 | -$9,151,027 | $3.87 | 60 |
| 2022 Q2 | 6,352,588 | $40,659,541 | +$2,562,472 | $6.40 | 61 |
| 2022 Q1 | 6,290,667 | $54,272,470 | -$14,856,447 | $8.63 | 75 |
| 2021 Q4 | 7,645,552 | $98,978,485 | -$6,425,376 | $12.95 | 74 |
| 2021 Q3 | 8,322,040 | $107,470,388 | -$2,470,814 | $12.91 | 73 |
| 2021 Q2 | 8,511,124 | $114,804,754 | +$32,707,237 | $13.49 | 71 |
| 2021 Q1 | 6,092,840 | $82,556,828 | +$19,769,045 | $13.55 | 73 |
| 2020 Q4 | 4,645,791 | $60,840,648 | +$8,943,930 | $13.09 | 56 |
| 2020 Q3 | 4,042,007 | $43,764,902 | +$6,591,566 | $10.84 | 61 |
| 2020 Q2 | 3,483,593 | $29,513,447 | +$29,500,459 | $8.47 | 41 |