Who Owns Royce Global Trust, Inc. (RGT)?Hedge Fund & Institutional Holders
Institutional Holders
42
as of Q4 2025
Total Institutional Value
$2.5310002464000227e+112T
% of Float Held
—
QoQ Change in Holders
+14 / -3
Price History
RGT — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| Matisse Capital | New Position | +291K | +$3.8B |
| Shaker Financial Services, LLC | New Position | +193K | +$2.5B |
| 1607 Capital Partners, LLC | New Position | +98K | +$1.3B |
| D.A. DAVIDSON & CO. | New Position | +22K | +$294.0M |
| 1776 Wealth LLC | New Position | +20K | +$267.0M |
| WOLVERINE ASSET MANAGEMENT LLC | New Position | +8K | +$103.0M |
| Compound Planning, Inc. | Increased | +7K | +$101.1M |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | New Position | +97K | +$1.3M |
| North Star Investment Management Corp. | New Position | +138 | +$1.0M |
| Beckerman Institutional, LLC | New Position | +13K | +$169K |
| Atlantic Union Bankshares Corp | New Position | +2K | +$27K |
| BFSG, LLC | New Position | +600 | +$7K |
| Coastline Trust Co | New Position | +451 | +$5K |
| McIlrath & Eck, LLC | New Position | +79 | +$1K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New Position | +14K | +$0 |
RGT — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | Decreased | -170K | -$2.6B |
| Integrated Wealth Concepts LLC | Decreased | -13K | -$1.3B |
| Cornerstone Advisors, LLC | Decreased | -34K | -$1.1B |
| Newbridge Financial Services Group, Inc. | Closed Position | -45K | -$586.9M |
| UBS Group AG | Decreased | -12K | -$150.1M |
| OSAIC HOLDINGS, INC. | Decreased | -485 | -$62.4M |
| PRIVATE MANAGEMENT GROUP INC | Decreased | -3K | -$8.4M |
| Allworth Financial LP | Closed Position | -259 | -$3.4M |
| SALEM INVESTMENT COUNSELORS INC | Closed Position | -100 | -$1.3M |
Top Institutional Holders(Q4 2025)
RGT Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 33 | $13.4B | +13 |
| Q3 2025 | 20 | $12.0B | -9 |
| Q2 2025 | 29 | $18.0B | -4 |
| Q1 2025 | 33 | $17.0B | +2 |
| Q4 2024 | 31 | $15.1B | +3 |
| Q3 2024 | 28 | $574.8B | +1 |
| Q2 2024 | 27 | $1.2T | +4 |
| Q1 2024 | 23 | $7.9B | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 42 institutional investors hold RGT (Royce Global Trust, Inc.). The largest holder is Shaker Financial Services, LLC with $2.5B in shares. This quarter, 14 institutions opened new positions and 3 closed their positions.
Frequently Asked Questions
How many hedge funds own RGT?
As of Q4 2025, 42 institutional investors report holding RGT (Royce Global Trust, Inc.) in their 13F filings.
Who is the largest institutional holder of RGT?
The largest institutional holder of RGT is Shaker Financial Services, LLC with $2.5B in shares.
Is institutional ownership of RGT increasing or decreasing?
This quarter, 14 institutions opened new positions in RGT and 3 closed their positions.