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GDV

Gabelli Dividend & Income Trust
$29.83 +0.01 (+0.03%) At close · Jul 7
Market Cap
$2.59B
Shares
87,446,297

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

The Jun 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out.
Holders: 184
Total Value: $738,020,485
Total Shares: 27,400,022
Showing 1–100 of 184 holdings by value · page 1 of 2

Institutional Ownership Trend

26 quarters

Superinvestors Holding GDV

All superinvestors →
Mario Gabelli $915,620

Holder Concentration

Across 184 13F filers
Top Holder
29.5%
Jun 2023 → Mar 2026 · range 26.1% – 29.5%
of institutional value
Top 5
63.5%
Jun 2023 → Mar 2026 · range 48.5% – 66.4%
of institutional value
Top 10
75.4%
Jun 2023 → Mar 2026 · range 65.0% – 76.8%
of institutional value
HHI
1,345
Jun 2023 → Mar 2026 · range 904 – 1,450
Broadly held
Showing 100 of 184
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Mega MORGAN STANLEY $218,004,163 29.54% 8,095,216
Mid Saba Capital Management, L.P. $137,516,967 18.63% 5,106,460
Mid Karpus Management, Inc. $40,386,921 5.47% 1,499,700
Mega WELLS FARGO & COMPANY/MN $36,413,075 4.93% 1,352,138
Mega RAYMOND JAMES FINANCIAL INC $36,272,715 4.91% 1,346,926
Large Allspring Global Investments Holdings, LLC $20,003,523 2.71% 742,797
Mid Advisors Asset Management, Inc. $17,986,062 2.44% 667,882
Mid SIT INVESTMENT ASSOCIATES INC $17,202,964 2.33% 638,803
Small GABELLI & Co INVESTMENT ADVISERS, INC. $16,858,180 2.28% 626,000
Mega LPL Financial LLC $15,554,040 2.11% 577,573
Mega ROYAL BANK OF CANADA Bank $14,396,021 1.95% 534,572
Mega BANK OF AMERICA CORP /DE/ Bank $13,649,146 1.85% 506,838
Large Steward Partners Investment Advisory, LLC $9,659,548 1.31% 358,691
Large COHEN & STEERS, INC. $9,557,079 1.29% 354,886
Small Bulldog Investors, LLP $8,076,064 1.09% 299,891
Large STIFEL FINANCIAL CORP $7,426,512 1.01% 275,771
Large CAPSTONE INVESTMENT ADVISORS, LLC $7,062,177 0.96% 262,242
Mid Private Advisor Group, LLC $5,262,364 0.71% 195,409
Mid OPPENHEIMER & CO INC $4,440,029 0.60% 164,873
Small BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC $4,282,677 0.58% 159,030
Large &PARTNERS $4,074,886 0.55% 151,314
Large Rockefeller Capital Management L.P. $3,661,268 0.50% 135,955
Mega FIRST TRUST ADVISORS LP $3,479,652 0.47% 129,211
Large WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $3,458,889 0.47% 128,440
Mega UBS Group AG $3,298,709 0.45% 122,492
Mid Hennion & Walsh Asset Management, Inc. $3,096,276 0.42% 114,975
Large Kestra Advisory Services, LLC $3,095,845 0.42% 114,959
Large Cambridge Investment Research Advisors, Inc. $3,086,797 0.42% 114,623
Mid EVOLVE PRIVATE WEALTH, LLC $2,880,486 0.39% 106,962
Small MSH Capital Advisors LLC $2,708,377 0.37% 100,571
Mid Private Wealth Partners, LLC $2,554,552 0.35% 94,859
Small Live Oak Private Wealth LLC $2,456,608 0.33% 91,222
Small SILVERLAKE WEALTH MANAGEMENT LLC $2,318,484 0.31% 86,093
Mid Prospera Financial Services Inc $2,205,917 0.30% 81,913
Mid Integrated Wealth Concepts LLC $1,861,617 0.25% 69,128
Large FIFTH THIRD BANCORP Bank $1,765,530 0.24% 65,560
Large Cetera Investment Advisers $1,744,983 0.24% 64,797
Mid Summit Financial, LLC $1,678,977 0.23% 62,346
Large GUGGENHEIM CAPITAL LLC $1,486,427 0.20% 55,196
Large OSAIC HOLDINGS, INC. $1,475,898 0.20% 54,805
Small Shaker Financial Services, LLC $1,450,476 0.20% 53,861
Small Thomas J. Herzfeld Advisors, Inc. $1,380,916 0.19% 51,278
Mid Sanctuary Advisors, LLC $1,274,300 0.17% 47,319
Large Creative Planning $1,239,157 0.17% 46,014
Large COMMONWEALTH EQUITY SERVICES, LLC $1,209,937 0.16% 44,929
Small KENNEDY INVESTMENT GROUP, INC. $1,111,589 0.15% 41,277
Small 180 WEALTH ADVISORS, LLC $1,104,440 0.15% 37,566
Mid Dakota Wealth Management $1,002,361 0.14% 37,221
Mid D.A. DAVIDSON & CO. $921,275 0.12% 34,210
Mid GAMCO INVESTORS, INC. ET AL $915,620 0.12% 34,000
Small Stolper Co $911,607 0.12% 33,851
Mid North Star Investment Management Corp. $901,670 0.12% 33,482
Mid STEPHENS INC /AR/ $858,339 0.12% 31,873
Small Z3 Capital Partners, LLC $848,537 0.11% 31,509
Large Focus Partners Wealth $838,438 0.11% 31,134
Large HighTower Advisors, LLC $833,214 0.11% 30,940
Mid ELEVATION POINT WEALTH PARTNERS, LLC $793,680 0.11% 29,472
Mid Vestmark Advisory Solutions, Inc. $793,654 0.11% 29,471
Small ASHTON THOMAS SECURITIES, LLC Broker-Dealer $759,426 0.10% 28,200
Mega ENVESTNET ASSET MANAGEMENT INC $730,126 0.10% 27,112
Small 1607 Capital Partners, LLC $722,262 0.10% 26,820
Small Kanen Wealth Management LLC $721,724 0.10% 26,800
Small Gilliland Jeter Wealth Management LLC $707,127 0.10% 26,258
Mid Waverly Advisors, LLC $676,131 0.09% 25,107
Micro Maltin Wealth Management, Inc. $627,442 0.09% 23,299
Mega PNC FINANCIAL SERVICES GROUP, INC. $608,214 0.08% 22,585
Large NewEdge Advisors, LLC $594,587 0.08% 22,079
Mid LEVEL FOUR ADVISORY SERVICES, LLC $555,242 0.08% 20,618
Large DAVENPORT & Co LLC $552,415 0.07% 20,513
Mid Sigma Planning Corp $521,230 0.07% 19,355
Small Indivisible Partners $509,784 0.07% 18,930
Micro PMG Family Office LLC Family Office $508,546 0.07% 18,884
Small Institute for Wealth Management, LLC. $486,086 0.07% 18,050
Small Quantedge Capital Pte Ltd $472,379 0.06% 17,541
Small GABLES CAPITAL MANAGEMENT INC. $463,196 0.06% 17,200
Mid Cullen/Frost Bankers, Inc. Bank $448,384 0.06% 16,650
Mid KESTRA PRIVATE WEALTH SERVICES, LLC $443,752 0.06% 16,478
Small Grandview Asset Management LLC $438,959 0.06% 16,300
Mid Allworth Financial LP $436,292 0.06% 16,201
Mid Compound Planning, Inc. $435,458 0.06% 16,170
Small CONTRAVISORY INVESTMENT MANAGEMENT, INC. $431,687 0.06% 16,030
Large TRUIST FINANCIAL CORP $411,678 0.06% 15,287
Small NATIONS FINANCIAL GROUP INC, /IA/ /ADV $404,327 0.05% 15,014
Mid IFP Advisors, Inc $388,438 0.05% 14,424
Micro Harbour Wealth Management Group, Inc. $384,371 0.05% 14,273
Large Mariner, LLC $383,375 0.05% 14,236
Mid WEDBUSH SECURITIES INC Broker-Dealer $374,057 0.05% 13,890
Small Morton Capital Management LLC/CA $368,644 0.05% 13,689
Mid Equitable Holdings, Inc. $361,642 0.05% 13,429
Micro Aurora Private Wealth, Inc. $353,914 0.05% 13,142
Small Sargent Investment Group, LLC $323,160 0.04% 12,000
Mega AQR CAPITAL MANAGEMENT LLC $317,019 0.04% 11,772
Small VISTA INVESTMENT PARTNERS II, LLC $311,984 0.04% 11,585
Mid Wealthspire Advisors, LLC $299,246 0.04% 11,112
Large Baird Financial Group, Inc. $298,869 0.04% 11,098
Small Abel Hall, LLC $284,380 0.04% 10,560
Small Cordgrass Capital Advisors, LLC $277,379 0.04% 10,300
Small Quad-Cities Investment Group, LLC $275,360 0.04% 9,366
Micro MRA Advisory Group $272,989 0.04% 10,137
Mid XTX Topco Ltd $266,310 0.04% 9,889
Key facts CIK 1260729 CUSIP 36242H104 13F (30d) 7 filings 6 filers Visit website

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