Gladstone Investment (LTS:0IVR) Institutional Ownership: 3.44% (As of Aug. 07, 2026)

Author: Vera Yuan Vera Yuan
Vera Yuan
Vera Yuan
Director of Data and Quant Analytics at GuruFocus
Focused on building reliable datasets, financial models, and research tools for value-minded investors. Committed to turning complex data into practical guidance for value-investing and long-term wealth.
Reviewed by: Charlie Tian Charlie Tian
Charlie Tian
Charlie Tian
Founder & CEO of GuruFocus
Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.

LTS:0IVR Gladstone Investment Corp LTS:0IVR
59 GF Score
Price $16.97
GF Value $28.57
Valuation Possible Value Trap
! 7 Warning Signs
View Full Analysis

What is Gladstone Investment Institutional Ownership?

Gladstone Investment LTS:0IVR +2.97% 59 Institutional Ownership is 3.44% as of Aug. 07, 2026. GuruFocus rates LTS:0IVR with a GF Score™ of 59/100 and a GF Value™ of $28.57 (Possible Value Trap). The stock has 7 warning signs investors should review.

Institutional ownership is the percentage of shares that are owned by institutions out of the total shares outstanding. As of today, Gladstone Investment's institutional ownership is 3.44%.

Insider Ownership is the percentage of shares that are owned by company insiders relative to the total shares outstanding. As of today, Gladstone Investment's Insider Ownership is 0.00%.

Float Percentage Of Total Shares Outstanding is the percentage of float shares relative to the total shares outstanding. As of today, Gladstone Investment's Float Percentage Of Total Shares Outstanding is 97.75%.

Gladstone Investment Institutional Ownership Historical Data

* Premium members only.

The historical data trend for Gladstone Investment's Institutional Ownership can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Gladstone Investment Institutional Ownership Chart

Gladstone Investment Historical Data

The historical data trend for Gladstone Investment can be seen below:

2025-10-31 2025-11-30 2025-12-31 2026-01-31 2026-02-28 2026-03-31 2026-04-30 2026-05-31 2026-06-30 2026-07-31
Institutional Ownership 3.73 3.74 3.66 3.47 3.30 2.77 2.86 2.92 3.48 3.44
LTS:0IVR
59GF Score
Gladstone Investment Corp LTS:0IVR
Institutional Ownership is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Gladstone Investment Institutional Ownership Calculation

The percentage of shares that are owned by institutions out of the total shares outstanding.

What does a Institutional Ownership of 3.44% mean?
Gladstone Investment (LTS:0IVR) has a Institutional Ownership of 3.44% as of Aug. 07, 2026. Institutional ownership equals the percent of shares owned by financial institutions relative to total shares. View historical data on Gladstone Investment and its competitors.
Is Gladstone Investment's Institutional Ownership too high?
Gladstone Investment's current Institutional Ownership is 3.44%. Overall, Gladstone Investment has a GF Score™ of 59/100 and is considered Possible Value Trap, reflecting its overall financial health beyond just this single metric.
How does Gladstone Investment's Institutional Ownership compare to PDT and MUJ?
Gladstone Investment's Institutional Ownership of 3.44% can be compared against companies in the Asset Management industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Institutional Ownership for an Asset Management company?
A good Institutional Ownership depends on the Asset Management industry context. However, Institutional Ownership should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Institutional Ownership mean?
A high Institutional Ownership can signal that a stock is expensive relative to its fundamentals. Institutional ownership equals the percent of shares owned by financial institutions relative to total shares. View historical data on Gladstone Investment and its competitors. Gladstone Investment's current Institutional Ownership is 3.44%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Gladstone Investment stock overvalued right now?
Based on GuruFocus' analysis, Gladstone Investment (LTS:0IVR) is currently considered Possible Value Trap. The stock's GF Value™ is $28.57, compared to a current price of $16.97 — trading 40.6% below its estimated fair value. The current Institutional Ownership is 3.44%. Gladstone Investment's overall GF Score™ is 59/100 with 7 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Institutional Ownership calculated?
Institutional Ownership is calculated from a company's financial statements. For Gladstone Investment (LTS:0IVR), the current Institutional Ownership is 3.44% as of Aug. 07, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Gladstone Investment (LTS:0IVR) Overvalued in 2026?

Based on GuruFocus' analysis, Gladstone Investment stock appears to be undervalued. The current stock price of $16.97 is trading 40.6% below its estimated GF Value™ of $28.57. GuruFocus considers Gladstone Investment to be Possible Value Trap.

Key valuation signals for LTS:0IVR:

  • Institutional Ownership: 3.44%
  • GF Value™: $28.57 vs. price of $16.97 (40.6% below fair value)
  • GF Score™: 59/100 with 7 warning signs

No single metric tells the full story. See the LTS:0IVR stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

Gladstone Investment Business Description

Other Exchanges GAIN:USA1G3:Germany
Address 1521 Westbranch Drive, Suite 100, McLean, VA, USA, 22102
Gladstone Investment Corp operates as an externally managed, closed-end, non-diversified management investment company. Its objective is to invest in debt and equity securities of established private businesses operating in the U.S., to achieve and grow current income by investing in debt securities of established businesses, and to provide stockholders with long-term capital appreciation in the value of its assets by investing in equity securities of established businesses. It focuses on investing in lower-middle-market private businesses.
59GF Score

Get the complete analysis for LTS:0IVR

Institutional Ownership is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$16.97
Price
$28.57
GF Value