GDL Institutional Ownership & Shareholders
GDL FUND (GDL) is currently held by 30 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $39.06M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Gabelli & Co Investment Advisers, Inc. is currently the largest disclosed institutional shareholder of GDL tracked by InsiderSet, reporting ownership valued at approximately $15.64M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $15.33M, representing an estimated loss of -2.01% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 95% of the total disclosed GDL value among the investors covered in this analysis. Major shareholders include Gabelli & Co Investment Advisers, Inc., Morgan Stanley, Focus Partners Wealth, and several other long-term asset managers with concentrated positions in GDL FUND (GDL).
This page ranks the largest institutional GDL shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
30
Total Reported Value
$39.06M
Largest Holder
Gabelli & Co Investment Advisers, Inc.
Largest Position
$15.64M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
40
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Gabelli & Co Investment Advisers, Inc. | 2.27% | 1,846,636 | $15,641,007 | $15,327,079 | -$313,928 | -2.01% | |
| Morgan Stanley | 0.00% | 508,773 | $4,309,307 | $4,222,816 | -$86,491 | -2.01% | |
| Focus Partners Wealth | 0.00% | 504,243 | $4,270,944 | $4,185,217 | -$85,727 | -2.01% | |
| Gamco Investors, Inc. Et Al | 0.03% | 441,931 | $3,743,155 | $3,668,027 | -$75,128 | -2.01% | |
| Bulldog Investors, Llp | 0.76% | 409,748 | $3,470,566 | $3,400,908 | -$69,658 | -2.01% | |
| Bank Of America Corp | 0.00% | 161,993 | $1,372,081 | $1,344,542 | -$27,539 | -2.01% | |
| Ancora Advisors Llc | 0.02% | 148,158 | $1,254,898 | $1,229,711 | -$25,187 | -2.01% | |
| Newedge Advisors, Llc | 0.00% | 129,080 | $1,093,311 | $1,071,364 | -$21,947 | -2.01% | |
| Css Llc/Il | 0.04% | 116,663 | $988,136 | $968,303 | -$19,833 | -2.01% | |
| Envestnet Asset Management Inc | 0.00% | 93,257 | $789,886 | $774,033 | -$15,853 | -2.01% | |
| Blue Bell Private Wealth Management, Llc | 0.07% | 66,700 | $556,278 | $553,610 | -$2,668 | -0.48% | |
| Atlas Wealth Llc | 0.07% | 55,366 | $468,950 | $459,538 | -$9,412 | -2.01% | |
| Matisse Capital | 0.11% | 34,126 | $284,611 | $283,246 | -$1,365 | -0.48% | |
| Evolve Private Wealth, Llc | 0.01% | 18,871 | $159,837 | $156,629 | -$3,208 | -2.01% | |
| Susquehanna International Group, Llp | 0.00% | 14,251 | $120,706 | $118,283 | -$2,423 | -2.01% | |
| Gatepass Capital, Llc | 0.04% | 12,500 | $105,875 | $103,750 | -$2,125 | -2.01% | |
| Integrated Capital Management, Inc. | 0.07% | 12,249 | $102,157 | $101,667 | -$490 | -0.48% | |
| Uhlmann Price Securities, Llc | 0.00% | 10,736 | $89,529 | $89,109 | -$420 | -0.47% | |
| Permanent Capital Management, Lp | 0.01% | 10,131 | $85,810 | $84,087 | -$1,723 | -2.01% | |
| Wells Fargo & Company/Mn | 0.00% | 10,080 | $85,380 | $83,664 | -$1,716 | -2.01% | |
| Mrp Capital Investments, Llc | 0.05% | 7,500 | $63,525 | $62,250 | -$1,275 | -2.01% | |
| Osaic Holdings, Inc. | 0.00% | 5,242 | $44,408 | $43,509 | -$899 | -2.03% | |
| Mark Sheptoff Financial Planning, Llc | 0.01% | 2,000 | $16,940 | $16,600 | -$340 | -2.01% | |
| Creative Financial Designs Inc | 0.00% | 1,717 | $14,543 | $14,251 | -$292 | -2.01% | |
| Mcmillan Office, Inc. | 0.00% | 1,000 | $8,470 | $8,300 | -$170 | -2.01% | |
| Highline Wealth Partners Llc | 0.00% | 325 | $2,711 | $2,698 | -$13 | -0.50% | |
| Td Waterhouse Canada Inc. | 0.00% | 300 | $2,510 | $2,490 | -$20 | -0.80% | |
| Ubs Group Ag | 0.00% | 217 | $1,838 | $1,801 | -$37 | -2.01% | |
| Barrett & Company, Inc. | 0.00% | 200 | $1,668 | $1,660 | -$8 | -0.48% | |
| Park Avenue Securities Llc | 0.00% | 84,771 | $707 | $703,599 | +$702,892 | +99419.00% | |
| Kilter Group Llc | 0.00% | 1 | $8 | $8 | +$0 | +3.75% |
Frequently asked questions about GDL
Who are the largest institutional holders of GDL?
The largest institutional holders of GDL reported in the latest SEC Form 13F filings include Gabelli & Co Investment Advisers, Inc., Morgan Stanley, Focus Partners Wealth, Gamco Investors, Inc. Et Al, and Bulldog Investors, Llp. InsiderSet ranks institutional holders by their latest reported GDL position.
What is GDL institutional ownership?
This page tracks GDL positions reported by institutional investment managers through SEC Form 13F. GDL FUND (GDL) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own GDL?
InsiderSet currently tracks 30 institutional managers reporting GDL holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of GDL shareholders.
How much GDL stock do institutions own?
Institutional investment managers disclosed approximately $39.06M in GDL holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was GDL institutional ownership last updated?
The latest GDL institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional GDL holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its GDL position after the reporting date.
Are institutions buying or selling GDL?
Institutional buying and selling can be analyzed by comparing GDL positions across consecutive 13F reporting periods. InsiderSet's GDL Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View GDL ownership changes.
How has GDL institutional ownership changed over time?
InsiderSet tracks GDL institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.