Who owns SABINE ROYALTY TRUST?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of SBR from SEC Form 13F filings across 149 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 149 institutions disclosed 2.6M shares of SABINE ROYALTY TRUST worth $193.9M — about 18.2% of shares outstanding; the largest disclosed holder is Americana Partners, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
149
13F holders
$193.9M
value, 2026 filers
18.2%
of shares outstanding (2.6M sh)
16
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of SBR's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Americana Partners, LLC | 295,755 | $21.6M | 0.5% | 2% | +6.3% |
| 2 | Beacon Pointe Advisors, LLC | 252,353 | $18.5M | 0.1% | 1.7% | +13.7% |
| 3 | Prospera Financial Services Inc | 180,835 | $13.2M | 0.2% | 1.2% | +1.4% |
| 4 | KING LUTHER CAPITAL MANAGEMENT CORP | 143,555 | $10.5M | 0.0% | 1% | 0.0% |
| 5 | HORIZON KINETICS ASSET MANAGEMENT LLC | 111,796 | $8.2M | 0.1% | 0.8% | +0.6% |
| 6 | TWO SIGMA INVESTMENTS, LP | 87,436 | $6.4M | 0.0% | 0.6% | +77.1% |
| 7 | Fayez Sarofim & Co | 81,346 | $6.0M | 0.0% | 0.6% | 0.0% |
| 8 | Ashton Thomas Private Wealth, LLC | 75,578 | $5.5M | 0.1% | 0.5% | -29.1% |
| 9 | CWA Asset Management Group, LLCNEW | 70,788 | $5.2M | 0.2% | 0.5% | new |
| 10 | HOWARD FINANCIAL SERVICES, LTD. | 68,187 | $5.0M | 0.5% | 0.5% | +0.2% |
| 11 | MORGAN STANLEY | 66,454 | $4.9M | 0.0% | 0.5% | -50.9% |
| 12 | Uniplan Investment Counsel, Inc. | 48,207 | $3.5M | 0.3% | 0.3% | +23.1% |
| 13 | CITADEL ADVISORS LLC | 38,259 | $2.8M | 0.0% | 0.3% | +10.0% |
| 14 | SCS Capital Management LLC | 32,614 | $2.4M | 0.0% | 0.2% | +4.8% |
| 15 | MOODY NATIONAL BANK TRUST DIVISION | 31,896 | $2.3M | 0.2% | 0.2% | -9.3% |
| 16 | Capital Analysts, LLC | 31,020 | $2.3M | 0.1% | 0.2% | +1.2% |
| 17 | COMMONWEALTH EQUITY SERVICES, LLC | 28,320 | $2.1M | 0.0% | 0.2% | -10.1% |
| 18 | LPL Financial LLC | 28,276 | $2.1M | 0.0% | 0.2% | +5.4% |
| 19 | CHILTON CAPITAL MANAGEMENT LLC | 27,698 | $2.0M | 0.1% | 0.2% | -10.9% |
| 20 | BANK OF AMERICA CORP /DE/ | 26,637 | $1.9M | 0.0% | 0.2% | +5.1% |
| 21 | Significant Wealth Partners LLC | 26,624 | $1.9M | 2.1% | 0.2% | +1.6% |
| 22 | Blue Trust, Inc. | 25,055 | $1.8M | 0.0% | 0.2% | 0.0% |
| 23 | Mraz, Amerine & Associates, Inc. | 23,325 | $1.7M | 0.2% | 0.2% | 0.0% |
| 24 | HRT FINANCIAL LP | 23,276 | $1.7M | 0.0% | 0.2% | +31.3% |
| 25 | PEAPACK GLADSTONE FINANCIAL CORP | 23,129 | $1.7M | 0.0% | 0.2% | +0.3% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.