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SBR · Sabine Royalty Trust

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$73.12 +0.00 (+0.00%)
Market Cap
$1.07B
Shares
14.58M

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: 156
Total Value: $201,307,795
Total Shares: 2,689,307
Showing 1–100 of 156 holdings by value · page 1 of 2

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 154 13F filers
Top Holder
10.6%
Jun 2023 → Mar 2026 · range 10.0% – 14.8%
of institutional value
Top 5
36.5%
Jun 2023 → Mar 2026 · range 33.5% – 42.5%
of institutional value
Top 10
52.7%
Jun 2023 → Mar 2026 · range 45.1% – 52.9%
of institutional value
HHI
377
Jun 2023 → Mar 2026 · range 329 – 458
Broadly held
Showing 100 of 156
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Mid Americana Partners, LLC $20,965,690 10.41% 278,281
Mid Beacon Pointe Advisors, LLC $16,722,993 8.31% 221,967
Mid Prospera Financial Services Inc $13,237,122 6.58% 180,835
Large KING LUTHER CAPITAL MANAGEMENT CORP $10,815,433 5.37% 143,555
Mega MORGAN STANLEY $10,190,788 5.06% 135,264
Mid HORIZON KINETICS ASSET MANAGEMENT LLC $8,374,041 4.16% 111,150
Mid Ashton Thomas Private Wealth, LLC $8,034,182 3.99% 106,639
Large Fayez Sarofim & Co $6,128,607 3.04% 81,346
Mid CWA Asset Management Group, LLC $5,181,681 2.57% 70,788
Small HOWARD FINANCIAL SERVICES, LTD. $4,991,288 2.48% 68,187
Large MARSHALL WACE, LLP $4,433,231 2.20% 58,843
Mega TWO SIGMA INVESTMENTS, LP $3,718,857 1.85% 49,361
Small Uniplan Investment Counsel, Inc. $2,949,184 1.47% 39,145
Mega CITADEL ADVISORS LLC $2,621,454 1.30% 34,795
Large COMMONWEALTH EQUITY SERVICES, LLC $2,374,415 1.18% 31,516
Mid SCS Capital Management LLC $2,344,204 1.16% 31,115
Mid CHILTON CAPITAL MANAGEMENT LLC $2,342,772 1.16% 31,096
Small MOODY NATIONAL BANK TRUST DIVISION Bank $2,334,787 1.16% 31,896
Small Capital Analysts, LLC $2,308,417 1.15% 30,640
Mega LPL Financial LLC $2,020,543 1.00% 26,819
Micro Significant Wealth Partners LLC $1,948,876 0.97% 26,624
Mega BANK OF AMERICA CORP /DE/ Bank $1,908,587 0.95% 25,333
Large Qube Research & Technologies Ltd $1,887,869 0.94% 25,058
Mid Blue Trust, Inc. $1,834,026 0.91% 25,055
Small Greenfield Seitz Capital Management, LLC $1,740,354 0.86% 23,100
Mid PEAPACK GLADSTONE FINANCIAL CORP $1,736,963 0.86% 23,055
Small Mraz, Amerine & Associates, Inc. $1,707,390 0.85% 23,325
Mid Concurrent Investment Advisors, LLC $1,680,013 0.83% 22,951
Mega UBS Group AG $1,649,492 0.82% 21,894
Small Clare Market Investments LLC $1,597,590 0.79% 21,825
Micro BWM Planning, LLC $1,577,606 0.78% 21,552
Small VeraBank, N.A. $1,488,115 0.74% 19,752
Large Creative Planning $1,343,613 0.67% 17,834
Large HRT FINANCIAL LP $1,335,326 0.66% 17,724
Large LAZARD ASSET MANAGEMENT LLC $1,302,553 0.65% 17,289
Mega JPMORGAN CHASE & CO $1,214,630 0.60% 16,122
Large STIFEL FINANCIAL CORP $1,161,968 0.58% 15,423
Large MERCER GLOBAL ADVISORS INC /ADV $1,125,127 0.56% 14,934
Mega RAYMOND JAMES FINANCIAL INC $1,121,660 0.56% 14,888
Mid Moors & Cabot, Inc. $1,099,587 0.55% 14,595
Small PFG Advisors $1,086,727 0.54% 14,846
Mid MCDANIEL TERRY & CO $1,054,760 0.52% 14,000
Small Sendero Wealth Management, LLC $973,920 0.48% 12,927
Mid AMG National Trust Bank Bank $955,311 0.47% 12,680
Mid Capital Investment Advisors, LLC $915,456 0.45% 12,151
Small RAHLFS CAPITAL, LLC $877,302 0.44% 11,985
Mega BlackRock, Inc. $875,300 0.43% 11,618
Small MOTCO $873,944 0.43% 11,600
Large OSAIC HOLDINGS, INC. $851,040 0.42% 11,296
Mid INDEPENDENT FINANCIAL GROUP, LLC $816,472 0.41% 11,154
Mid Advisory Services Network, LLC $814,349 0.40% 10,809
Mid Robertson Stephens Wealth Management, LLC $798,604 0.40% 10,600
Mid EXENCIAL WEALTH ADVISORS, LLC $780,296 0.39% 10,357
Mega ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $773,591 0.38% 10,268
Small 1900 WEALTH MANAGEMENT LLC $773,515 0.38% 10,267
Micro DWR WEALTH MANAGEMENT, LLC $766,111 0.38% 10,466
Small FRANKLIN STREET ADVISORS INC /NC $737,929 0.37% 10,081
Small Burford Brothers, Inc. $732,000 0.36% 10,000
Mid Essex Financial Services, Inc. $695,915 0.35% 9,237
Mid Verdence Capital Advisors LLC $678,060 0.34% 9,000
Small M.E. ALLISON & CO., INC. $660,996 0.33% 9,030
Small DGS Capital Management, LLC $646,567 0.32% 8,582
Mid Summit Trail Advisors, LLC $640,390 0.32% 8,500
Small Fielder Capital Group LLC $640,163 0.32% 8,497
Large &PARTNERS $615,603 0.31% 8,171
Mid Quadrature Capital Ltd $608,747 0.30% 8,080
Mega CANADA PENSION PLAN INVESTMENT BOARD Pension $602,720 0.30% 8,000
Mega ENVESTNET ASSET MANAGEMENT INC $578,761 0.29% 7,682
Large BROWN ADVISORY INC $572,584 0.28% 7,600
Mid Carnegie Investment Counsel $549,982 0.27% 7,300
Large Focus Partners Wealth $529,790 0.26% 7,032
Mid RWA WEALTH PARTNERS, LLC $517,510 0.26% 6,869
Large Corient Private Wealth LLC $516,079 0.26% 6,850
Large Cetera Investment Advisers $509,072 0.25% 6,757
Small PRIVATE TRUST CO NA Bank $497,760 0.25% 6,800
Small HOLDERNESS INVESTMENTS CO $452,040 0.22% 6,000
Mid Savant Capital, LLC $450,683 0.22% 5,982
Mega STATE STREET CORP $444,581 0.22% 5,901
Small State of Wyoming $437,499 0.22% 5,807
Large WESTWOOD HOLDINGS GROUP INC $405,103 0.20% 5,377
Large State of Tennessee, Department of Treasury $402,692 0.20% 5,345
Small Hilltop Holdings Inc. $399,302 0.20% 5,300
Small Tyche Wealth Partners LLC $396,288 0.20% 5,260
Small BEACON FINANCIAL GROUP $384,666 0.19% 5,255
Small Sunbelt Securities, Inc. Broker-Dealer $376,700 0.19% 5,000
Large HighTower Advisors, LLC $362,837 0.18% 4,816
Mega WELLS FARGO & COMPANY/MN $352,817 0.18% 4,683
Large Kestra Advisory Services, LLC $347,773 0.17% 4,751
Mid CHILTON INVESTMENT CO INC. $341,516 0.17% 4,533
Mid Argent Trust Co Bank $338,502 0.17% 4,493
Mid Voleon Capital Management LP $331,119 0.16% 4,395
Small TITLEIST ASSET MANAGEMENT, LLC $308,245 0.15% 4,211
Small HAMEL ASSOCIATES, INC. $300,120 0.15% 4,100
Mega AMERIPRISE FINANCIAL INC $300,003 0.15% 3,982
Mid HUB Investment Partners, LLC $294,654 0.15% 3,911
Small Oxbow Advisors, LLC $283,881 0.14% 3,768
Large Pathstone Holdings, LLC $272,504 0.14% 3,617
Mid REGIONS FINANCIAL CORP $266,628 0.13% 3,539
Mid Pinnacle Financial Partners, Inc. $264,142 0.13% 3,506
Micro ISLAY CAPITAL MANAGEMENT, LLC $263,690 0.13% 3,500
Key facts CIK 710752 CUSIP 785688102 13F (30d) 38 filings 38 filers Visit website

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