GLU Institutional Ownership & Shareholders
GABELLI GLBL UTIL & INC TR (GLU) is currently held by 22 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $22.80M 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 GLU tracked by InsiderSet, reporting ownership valued at approximately $9.35M 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 $8.78M, representing an estimated loss of -6.03% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 93% of the total disclosed GLU value among the investors covered in this analysis. Major shareholders include Gabelli & Co Investment Advisers, Inc., Morgan Stanley, Ubs Group Ag, 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
22
Total Reported Value
$22.80M
Largest Holder
Gabelli & Co Investment Advisers, Inc.
Largest Position
$9.35M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
30
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. | 1.36% | 486,810 | $9,348,018 | $8,784,486 | -$563,532 | -6.03% | |
| Morgan Stanley | 0.00% | 151,828 | $2,915,508 | $2,739,736 | -$175,772 | -6.03% | |
| Ubs Group Ag | 0.00% | 92,947 | $1,784,861 | $1,677,229 | -$107,632 | -6.03% | |
| Osaic Holdings, Inc. | 0.00% | 90,906 | $1,745,441 | $1,640,399 | -$105,042 | -6.02% | |
| Private Advisor Group, Llc | 0.01% | 78,826 | $1,513,675 | $1,422,415 | -$91,260 | -6.03% | |
| Advisortrust Partners, Llc | 0.43% | 65,982 | $1,267,026 | $1,190,645 | -$76,381 | -6.03% | |
| Advisors Asset Management, Inc. | 0.01% | 36,712 | $772,788 | $662,468 | -$110,320 | -14.28% | |
| Wolverine Asset Management Llc | 0.01% | 36,927 | $709,094 | $666,348 | -$42,746 | -6.03% | |
| Wells Fargo & Company/Mn | 0.00% | 34,183 | $656,398 | $616,832 | -$39,566 | -6.03% | |
| Lpl Financial Llc | 0.00% | 23,003 | $441,721 | $415,089 | -$26,632 | -6.03% | |
| Live Oak Private Wealth Llc | 0.05% | 19,318 | $370,956 | $348,593 | -$22,363 | -6.03% | |
| Bay Colony Advisory Group, Inc D/B/A Bay Colony Advisors | 0.04% | 19,114 | $367,047 | $344,912 | -$22,135 | -6.03% | |
| Raymond James Financial Inc | 0.00% | 18,027 | $346,150 | $325,297 | -$20,853 | -6.02% | |
| Sigma Planning Corp | 0.01% | 15,545 | $275,688 | $280,510 | +$4,822 | +1.75% | |
| Royal Bank Of Canada | 0.00% | 8,631 | $166,000 | $155,746 | -$10,254 | -6.18% | |
| Fifth Third Bancorp | 0.00% | 2,302 | $44,204 | $41,540 | -$2,664 | -6.03% | |
| Us Bancorp \De\ | 0.00% | 2,000 | $38,405 | $36,090 | -$2,315 | -6.03% | |
| Creative Financial Designs Inc | 0.00% | 533 | $10,235 | $9,618 | -$617 | -6.03% | |
| Allworth Financial Lp | 0.00% | 500 | $9,602 | $9,023 | -$580 | -6.04% | |
| Ancora Advisors Llc | 0.00% | 400 | $7,681 | $7,218 | -$463 | -6.03% | |
| Luminist Capital Llc | 0.01% | 348 | $6,683 | $6,280 | -$403 | -6.04% | |
| Highline Wealth Partners Llc | 0.00% | 150 | $2,660 | $2,707 | +$47 | +1.76% |
Frequently asked questions about GLU
Who are the largest institutional holders of GLU?
The largest institutional holders of GLU reported in the latest SEC Form 13F filings include Gabelli & Co Investment Advisers, Inc., Morgan Stanley, Ubs Group Ag, Osaic Holdings, Inc., and Private Advisor Group, Llc. InsiderSet ranks institutional holders by their latest reported GLU position.
What is GLU institutional ownership?
This page tracks GLU positions reported by institutional investment managers through SEC Form 13F. GABELLI GLBL UTIL & INC TR (GLU) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own GLU?
InsiderSet currently tracks 22 institutional managers reporting GLU 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 GLU shareholders.
How much GLU stock do institutions own?
Institutional investment managers disclosed approximately $22.80M in GLU holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was GLU institutional ownership last updated?
The latest GLU 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 GLU 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 GLU position after the reporting date.
Are institutions buying or selling GLU?
Institutional buying and selling can be analyzed by comparing GLU positions across consecutive 13F reporting periods. InsiderSet's GLU Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View GLU ownership changes.
How has GLU institutional ownership changed over time?
InsiderSet tracks GLU institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.