Who owns SRH Total Return Fund, Inc.?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from SEC filings.
Institutional ownership of STEW from SEC Form 13F filings across 89 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, 89 institutions disclosed 10.8M shares of SRH Total Return Fund, Inc. worth $180.9M — about 11.2% of shares outstanding; the largest disclosed holder is MORGAN STANLEY. Source: SEC Form 13F filings, parsed by EvidInvest.
89
13F holders
$180.9M
value, 2026 filers
11.2%
of shares outstanding (10.8M sh)
9
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 STEW's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 2.1M | $37.1M | 0.0% | 2.2% | -4.2% |
| 2 | JP Wealth Management, Inc. | 1.6M | $28.2M | 17.7% | 1.6% | +1.1% |
| 3 | Pathstone Holdings, LLC | 891,906 | $16.0M | 0.0% | 0.9% | -2.0% |
| 4 | Allspring Global Investments Holdings, LLC | 853,372 | $15.3M | 0.0% | 0.9% | +18.3% |
| 5 | LPL Financial LLC | 446,897 | $8.0M | 0.0% | 0.5% | +4.8% |
| 6 | B. Riley Wealth Advisors, Inc. | 405,048 | $7.2M | 0.4% | 0.4% | +0.3% |
| 7 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 373,762 | $6.7M | 0.8% | 0.4% | +6.6% |
| 8 | BANK OF AMERICA CORP /DE/ | 286,235 | $5.1M | 0.0% | 0.3% | +2.6% |
| 9 | Cambridge Investment Research Advisors, Inc. | 271,754 | $4,864 | 0.0% | 0.3% | +105.3% |
| 10 | COHEN & STEERS, INC. | 256,158 | $4,585 | 0.0% | 0.3% | -13.5% |
| 11 | FLAGSHIP HARBOR ADVISORS, LLC | 214,190 | $3.8M | 0.1% | 0.2% | +3.4% |
| 12 | RAYMOND JAMES FINANCIAL INC | 204,363 | $3.7M | 0.0% | 0.2% | -8.2% |
| 13 | WELLS FARGO & COMPANY/MN | 173,852 | $3.1M | 0.0% | 0.2% | +14.6% |
| 14 | Winning Points Advisors, LLCNEW | 172,065 | $3.1M | 4.1% | 0.2% | new |
| 15 | SRH ADVISORS, LLC | 164,822 | $3.0M | 0.8% | 0.2% | -12.8% |
| 16 | Kingdom Financial Group LLC. | 163,061 | $2.9M | 0.7% | 0.2% | +5.3% |
| 17 | PRINCIPAL SECURITIES, INC. | 156,585 | $2.8M | 0.0% | 0.2% | +17.6% |
| 18 | Rockefeller Capital Management L.P. | 155,599 | $2.8M | 0.0% | 0.2% | +8951.7% |
| 19 | ROYAL BANK OF CANADA | 128,474 | $2.3M | 0.0% | 0.1% | -24.5% |
| 20 | ENVESTNET ASSET MANAGEMENT INC | 105,885 | $1.9M | 0.0% | 0.1% | -0.8% |
| 21 | HighTower Advisors, LLC | 103,631 | $1.9M | 0.0% | 0.1% | -3.3% |
| 22 | SouthState Bank Corp | 100,000 | $1.8M | 0.1% | 0.1% | 0.0% |
| 23 | PARK AVENUE SECURITIES LLC | 96,227 | $1,722 | 0.0% | 0.1% | -0.6% |
| 24 | D.A. DAVIDSON & CO. | 83,703 | $1.5M | 0.0% | 0.1% | +0.1% |
| 25 | &PARTNERS | 78,118 | $1.4M | 0.0% | 0.1% | -0.2% |
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.