GABELLI GLBL UTIL & INC TR (GLU) Top Institutional Shareholders
GABELLI GLBL UTIL & INC TR (GLU) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $22.39M in GLU holdings during the latest filing period.
Gabelli & Co Investment Advisers, Inc. is currently the largest disclosed institutional shareholder of GLU tracked by InsiderSet, reporting ownership valued at approximately $9.32M in its March 31, 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 $8.95M, representing an estimated loss of -4.05% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 95% of the total disclosed GLU value among the investors covered in this analysis. Major shareholders include Gabelli & Co Investment Advisers, Inc., Morgan Stanley, Osaic Holdings, Inc., and several other long-term asset managers with concentrated positions in GABELLI GLBL UTIL & INC TR (GLU).
This page ranks the largest institutional GLU 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
20
Total Reported Value
$22.39M
Largest Holder
Gabelli & Co Investment Advisers, Inc.
Largest Position
$9.32M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
27
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. | 1.38% | 486,810 | $9,324,846 | $8,947,568 | -$377,278 | -4.05% | |
| Morgan Stanley | 0.00% | 177,208 | $3,394,434 | $3,257,083 | -$137,351 | -4.05% | |
| Osaic Holdings, Inc. | 0.00% | 93,889 | $1,798,941 | $1,725,680 | -$73,261 | -4.07% | |
| Ubs Group Ag | 0.00% | 92,667 | $1,775,037 | $1,703,219 | -$71,818 | -4.05% | |
| Private Advisor Group, Llc | 0.01% | 77,270 | $1,480,119 | $1,420,223 | -$59,896 | -4.05% | |
| Advisortrust Partners, Llc | 0.53% | 66,622 | $1,276,144 | $1,224,512 | -$51,632 | -4.05% | |
| Lpl Financial Llc | 0.00% | 39,785 | $762,080 | $731,248 | -$30,832 | -4.05% | |
| Wells Fargo & Company/Mn | 0.00% | 34,715 | $664,975 | $638,062 | -$26,913 | -4.05% | |
| Live Oak Private Wealth Llc | 0.05% | 19,318 | $370,036 | $355,065 | -$14,971 | -4.05% | |
| Bay Colony Advisory Group, Inc D/B/A Bay Colony Advisors | 0.04% | 18,845 | $360,982 | $346,371 | -$14,611 | -4.05% | |
| Raymond James Financial Inc | 0.00% | 17,275 | $330,887 | $317,515 | -$13,373 | -4.04% | |
| Sigma Planning Corp | 0.01% | 14,232 | $272,613 | $261,584 | -$11,029 | -4.05% | |
| Seacrest Wealth Management, Llc | 0.02% | 10,075 | $192,987 | $185,179 | -$7,809 | -4.05% | |
| Royal Bank Of Canada | 0.00% | 10,048 | $192,000 | $184,682 | -$7,318 | -3.81% | |
| International Assets Investment Management, Llc | 0.00% | 2,783 | $53,734 | $51,152 | -$2,582 | -4.81% | |
| Wolverine Asset Management Llc | 0.00% | 2,532 | $48,500 | $46,538 | -$1,962 | -4.05% | |
| Fifth Third Bancorp | 0.00% | 2,280 | $43,673 | $41,906 | -$1,767 | -4.05% | |
| Us Bancorp \De\ | 0.00% | 2,000 | $38,310 | $36,760 | -$1,550 | -4.05% | |
| Creative Financial Designs Inc | 0.00% | 533 | $10,210 | $9,797 | -$413 | -4.05% | |
| Highline Wealth Partners Llc | 0.00% | 150 | $2,873 | $2,757 | -$116 | -4.04% |
Frequently asked questions about GLU
Who owns the most GLU stock?
The largest holders of GLU are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for GABELLI GLBL UTIL & INC TR (GLU).
Is GLU widely held by superinvestors?
Many widely followed stocks like GLU appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly GLU is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.