Royce Global Trust, Inc. — Institutional Ownership

Which tracked institutions hold RGT, and how they changed the position last quarter. Latest holdings as of Jun 30, 2026. Source: SEC 13-F filings.

7
Funds holding
$7165832
Total value held
Buying
3 added/new · 2 reduced
# Institution Value Shares Δ Shares Change (QoQ)
1 Morgan Stanley $6141749 431605 +1411 +0.33%
2 Stonex Group Inc. $372456 26174 +26174 NEW BUY
3 Raymond James Financial Inc $344685 24223 -648 -2.61%
4 Wells Fargo & Company/Mn $175342 12322 -227 -1.81%
5 Ubs Group Ag $75063 5275 +5275 NEW BUY
6 Atlantic Union Bankshares Corp $29883 2100 Held
7 Pnc Financial Services Group, Inc. $26654 1873 Held

Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.