GRX Institutional Ownership & Shareholders
GABELLI HEALTHCARE & WELL (GRX) is currently held by 53 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $56.09M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Saba Capital Management, L.P. is currently the largest disclosed institutional shareholder of GRX tracked by InsiderSet, reporting ownership valued at approximately $20.02M 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 $22.01M, representing an estimated gain of +9.95% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 88% of the total disclosed GRX value among the investors covered in this analysis. Major shareholders include Saba Capital Management, L.P., Sit Investment Associates Inc, Blue Bell Private Wealth Management, Llc, and several other long-term asset managers with concentrated positions in GABELLI HEALTHCARE & WELL (GRX).
This page ranks the largest institutional GRX 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
53
Total Reported Value
$56.09M
Largest Holder
Saba Capital Management, L.P.
Largest Position
$20.02M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
69
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Saba Capital Management, L.P. | 0.61% | 2,118,201 | $20,016,999 | $22,008,108 | +$1,991,109 | +9.95% | |
| Sit Investment Associates Inc | 0.21% | 1,198,562 | $11,326,000 | $12,453,059 | +$1,127,059 | +9.95% | |
| Blue Bell Private Wealth Management, Llc | 0.41% | 361,780 | $3,440,530 | $3,758,894 | +$318,364 | +9.25% | |
| Gamco Investors, Inc. Et Al | 0.03% | 346,026 | $3,269,944 | $3,595,210 | +$325,266 | +9.95% | |
| Lpl Financial Llc | 0.00% | 255,352 | $2,428,396 | $2,653,107 | +$224,711 | +9.25% | |
| Wells Fargo & Company/Mn | 0.00% | 253,218 | $2,392,912 | $2,630,935 | +$238,023 | +9.95% | |
| Morgan Stanley | 0.00% | 228,713 | $2,161,341 | $2,376,328 | +$214,987 | +9.95% | |
| Evolve Private Wealth, Llc | 0.10% | 176,625 | $1,669,106 | $1,835,134 | +$166,028 | +9.95% | |
| Aviance Capital Partners, Llc | 0.17% | 172,847 | $1,643,776 | $1,795,880 | +$152,104 | +9.25% | |
| Stephens Inc | 0.01% | 118,349 | $1,118,398 | $1,229,646 | +$111,248 | +9.95% | |
| Capstone Investment Advisors, Llc | 0.01% | 99,441 | $939,717 | $1,033,192 | +$93,475 | +9.95% | |
| &Partners | 0.00% | 93,507 | $881,871 | $971,538 | +$89,667 | +10.17% | |
| Uhlmann Price Securities, Llc | 0.04% | 81,269 | $772,877 | $844,385 | +$71,508 | +9.25% | |
| Newedge Advisors, Llc | 0.00% | 66,589 | $629,268 | $691,860 | +$62,592 | +9.95% | |
| Atlas Wealth Llc | 0.08% | 61,294 | $579,228 | $636,845 | +$57,617 | +9.95% | |
| Creative Planning | 0.00% | 27,012 | $256,886 | $280,655 | +$23,769 | +9.25% | |
| Janney Montgomery Scott Llc | 0.00% | 26,872 | $254,000 | $279,200 | +$25,200 | +9.92% | |
| Beacon Pointe Advisors, Llc | 0.00% | 24,055 | $227,320 | $249,931 | +$22,611 | +9.95% | |
| Alessandra Capital Management, Llc | 0.15% | 23,087 | $219,558 | $239,874 | +$20,316 | +9.25% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 22,566 | $216,636 | $234,461 | +$17,825 | +8.23% | |
| Waverly Advisors, Llc | 0.00% | 20,290 | $191,739 | $210,813 | +$19,074 | +9.95% | |
| Ubs Group Ag | 0.00% | 19,116 | $180,646 | $198,615 | +$17,969 | +9.95% | |
| Commonwealth Equity Services, Llc | 0.00% | 14,565 | $138,510 | $151,330 | +$12,820 | +9.26% | |
| Susquehanna International Group, Llp | 0.00% | 13,947 | $131,799 | $144,909 | +$13,110 | +9.95% | |
| Citadel Advisors Llc | 0.00% | 13,897 | $131,327 | $144,390 | +$13,063 | +9.95% | |
| Raymond James Financial Inc | 0.00% | 13,148 | $124,243 | $136,608 | +$12,365 | +9.95% | |
| Closed-End Fund Advisors, Inc. | 0.11% | 11,269 | $107,168 | $117,085 | +$9,917 | +9.25% | |
| International Assets Investment Management, Llc | 0.01% | 10,511 | $99,014 | $109,209 | +$10,195 | +10.30% | |
| Trust Point Inc. | 0.01% | 10,000 | $95,100 | $103,900 | +$8,800 | +9.25% | |
| Xtx Topco Ltd | 0.00% | 10,031 | $94,793 | $104,222 | +$9,429 | +9.95% | |
| Gabelli & Co Investment Advisers, Inc. | 0.01% | 10,000 | $94,500 | $103,900 | +$9,400 | +9.95% | |
| Osaic Holdings, Inc. | 0.00% | 9,773 | $92,373 | $101,541 | +$9,168 | +9.93% | |
| Allworth Financial Lp | 0.00% | 3,740 | $35,345 | $38,859 | +$3,514 | +9.94% | |
| Creative Financial Designs Inc | 0.00% | 3,618 | $34,407 | $37,591 | +$3,184 | +9.25% | |
| Fifth Third Bancorp | 0.00% | 2,935 | $27,912 | $30,495 | +$2,583 | +9.25% | |
| Us Bancorp \De\ | 0.00% | 1,417 | $13,476 | $14,723 | +$1,247 | +9.25% | |
| Brown Brothers Harriman & Co | 0.00% | 1,167 | $11,028 | $12,125 | +$1,097 | +9.95% | |
| Royal Bank Of Canada | 0.00% | 1,200 | $11,000 | $12,468 | +$1,468 | +13.35% | |
| Rockefeller Capital Management L.P. | 0.00% | 1,056 | $9,986 | $10,972 | +$986 | +9.87% | |
| Cwm, Llc | 0.00% | 850 | $7,693 | $8,832 | +$1,139 | +14.80% | |
| Ancora Advisors Llc | 0.00% | 500 | $4,725 | $5,195 | +$470 | +9.95% | |
| Jpmorgan Chase & Co | 0.00% | 225 | $2,122 | $2,338 | +$216 | +10.17% | |
| Td Waterhouse Canada Inc. | 0.00% | 160 | $1,506 | $1,662 | +$156 | +10.39% | |
| Hilltop National Bank | 0.00% | 100 | $951 | $1,039 | +$88 | +9.25% | |
| Jones Financial Companies Lllp | 0.00% | 78 | $727 | $810 | +$83 | +11.47% | |
| Soa Wealth Advisors, Llc. | 0.00% | 60 | $567 | $623 | +$56 | +9.95% | |
| Federation Des Caisses Desjardins Du Quebec | 0.00% | 48 | $454 | $499 | +$45 | +9.85% | |
| Jpl Wealth Management, Llc | 0.00% | 47 | $445 | $488 | +$43 | +9.74% | |
| Harbour Investments, Inc. | 0.00% | 22 | $208 | $229 | +$21 | +9.89% | |
| Prestige Wealth Management Group Llc | 0.00% | 17 | $161 | $177 | +$16 | +9.71% |
Frequently asked questions about GRX
Who are the largest institutional holders of GRX?
The largest institutional holders of GRX reported in the latest SEC Form 13F filings include Saba Capital Management, L.P., Sit Investment Associates Inc, Blue Bell Private Wealth Management, Llc, Gamco Investors, Inc. Et Al, and Lpl Financial Llc. InsiderSet ranks institutional holders by their latest reported GRX position.
What is GRX institutional ownership?
This page tracks GRX positions reported by institutional investment managers through SEC Form 13F. GABELLI HEALTHCARE & WELL (GRX) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own GRX?
InsiderSet currently tracks 53 institutional managers reporting GRX 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 GRX shareholders.
How much GRX stock do institutions own?
Institutional investment managers disclosed approximately $56.09M in GRX holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was GRX institutional ownership last updated?
The latest GRX 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 GRX 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 GRX position after the reporting date.
Are institutions buying or selling GRX?
Institutional buying and selling can be analyzed by comparing GRX positions across consecutive 13F reporting periods. InsiderSet's GRX Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View GRX ownership changes.
How has GRX institutional ownership changed over time?
InsiderSet tracks GRX institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.