Who owns SABINE ROYALTY TRUST?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from SEC filings.
Institutional ownership of SBR from SEC Form 13F filings across 103 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, 103 institutions disclosed 1.9M shares of SABINE ROYALTY TRUST worth $132.1M — about 12.8% of shares outstanding; the largest disclosed holder is Americana Partners, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
103
13F holders
$132.1M
value, 2026 filers
12.8%
of shares outstanding (1.9M sh)
11
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 | Prospera Financial Services Inc | 180,835 | $13.2M | 0.2% | 1.2% | +1.4% |
| 3 | KING LUTHER CAPITAL MANAGEMENT CORP | 143,555 | $10.5M | 0.0% | 1% | 0.0% |
| 4 | Uniplan Investment Counsel, Inc. | 96,414 | $7.1M | 0.7% | 0.7% | +146.3% |
| 5 | TWO SIGMA INVESTMENTS, LP | 87,436 | $6.4M | 0.0% | 0.6% | +77.1% |
| 6 | Fayez Sarofim & Co | 81,346 | $6.0M | 0.0% | 0.6% | 0.0% |
| 7 | Ashton Thomas Private Wealth, LLC | 75,578 | $5.5M | 0.1% | 0.5% | -29.1% |
| 8 | CWA Asset Management Group, LLCNEW | 70,788 | $5.2M | 0.2% | 0.5% | new |
| 9 | MORGAN STANLEY | 66,454 | $4.9M | 0.0% | 0.5% | -50.9% |
| 10 | CITADEL ADVISORS LLC | 38,259 | $2.8M | 0.0% | 0.3% | +10.0% |
| 11 | Capital Analysts, LLC | 31,020 | $2,270 | 0.1% | 0.2% | +1.2% |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | 28,320 | $2.1M | 0.0% | 0.2% | -10.1% |
| 13 | LPL Financial LLC | 28,276 | $2.1M | 0.0% | 0.2% | +5.4% |
| 14 | CHILTON CAPITAL MANAGEMENT LLC | 27,698 | $2.0M | 0.1% | 0.2% | -10.9% |
| 15 | BANK OF AMERICA CORP /DE/ | 26,637 | $1.9M | 0.0% | 0.2% | +5.1% |
| 16 | Blue Trust, Inc. | 25,055 | $1.8M | 0.0% | 0.2% | 0.0% |
| 17 | HRT FINANCIAL LP | 23,276 | $1,703 | 0.0% | 0.2% | +31.3% |
| 18 | Concurrent Investment Advisors, LLC | 22,951 | $1.7M | 0.0% | 0.2% | -2.3% |
| 19 | Qube Research & Technologies Ltd | 22,367 | $1.6M | 0.0% | 0.2% | -10.7% |
| 20 | Savant Capital, LLC | 22,321 | $1.6M | 0.0% | 0.2% | +273.1% |
| 21 | BWM Planning, LLC | 21,552 | $1.6M | 0.4% | 0.1% | 0.0% |
| 22 | VeraBank, N.A. | 19,752 | $1.4M | 0.2% | 0.1% | 0.0% |
| 23 | Nuveen, LLCNEW | 18,977 | $1.4M | 0.0% | 0.1% | new |
| 24 | LAZARD ASSET MANAGEMENT LLC | 17,718 | $1.3M | 0.0% | 0.1% | +2.5% |
| 25 | UBS Group AG | 16,980 | $1.2M | 0.0% | 0.1% | -22.4% |
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.