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5%+ stakes · Schedule 13D and 13G

The Gabelli Dividend & Income Trust: 5%+ holders

Who has reported owning 5% or more of The Gabelli Dividend & Income Trust, from Schedule 13D and 13G filings: each holder's stake as filed, the timeline, and the purpose each 13D states, quoted.

At 5% or more4
Filings5
Latest filing2026-06-15

The Gabelli Dividend & Income Trust has 5 Schedule 13D or 13G filings on record since 2025-11-26. 4 holders' latest filing reports 5% or more of common shares, $0.001 par value. Each figure below is the holder's own, as filed, with the filing linked.

Holders

HolderPercentSharesLatestEvent date
Gamco Investors, Inc. Et Al18.5%3,600,000SCHEDULE 13D/A, 2025-12-292025-12-26
Mjg 1999 Descendants Trust14.5%3,500,000SCHEDULE 13G/A, 2025-11-262025-11-26
Morgan Stanley8.6%7,617,018SCHEDULE 13G/A, 2026-02-112025-12-31
Saba Capital Management, L.P.5.35%4,715,534SCHEDULE 13D/A, 2026-06-152026-06-11

Purpose of Transaction (Item 4)

Gamco Investors, Inc. Et Al

The Reporting Persons file the long form Schedule 13D pursuant to Section 13d-1 of the Securities Exchange Act of 1934 (the "Act") even though they may be technically eligible to file the short form Schedule G. Because the Reporting Persons may regularly communicate with the Issuer's management, filing the Schedule 13D ensures that these conversations are compliant with the reporting obligations under the Exchange Act.Item 4 of the SCHEDULE 13D/A filed 2025-12-29

Saba Capital Management, L.P.

Not Applicable.Item 4 of the SCHEDULE 13D/A filed 2026-06-15

Timeline

FiledHolderPercentFiling
2025-11-26Mjg 1999 Descendants Trust14.5%SCHEDULE 13G/A
2025-12-29Gamco Investors, Inc. Et Al18.5%SCHEDULE 13D/A
2026-01-08Saba Capital Management, L.P.6.43%SCHEDULE 13D/A
2026-02-11Morgan Stanley8.6%SCHEDULE 13G/A
2026-06-15Saba Capital Management, L.P.5.35%SCHEDULE 13D/A

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Where this comes from

Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.

Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.

Cite this page

Permanent URL: https://mentionfox.com/stakes/the-gabelli-dividend-and-income-trust
Last updated 2026-09-27
Primary record: SEC filing 1 · SEC filing 2 · SEC filing 3 · SEC filing 4
The Gabelli Dividend & Income Trust 5%+ holders: 4 at 5% or more, largest Gamco Investors, Inc. Et Al 18.5%. MentionFox, 2026-09-27. https://mentionfox.com/stakes/the-gabelli-dividend-and-income-trust