Who Owns Sabine Royalty Trust (SBR)?Hedge Fund & Institutional Holders

$75.27+1.31 (+1.78%)EnergyNYSE

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$1.850910000900075e+177T

% of Float Held

1.922615223327123e+241%

QoQ Change in Holders

+15 / -3

Price History

$59.48$65.14$70.80$76.46$82.12Aug 24Jun 25Mar 26

SBR — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Americana Partners, LLCNew Position+270K+$18.5M
HOWARD FINANCIAL SERVICES, LTD.New Position+68K+$4.7M
CHILTON CAPITAL MANAGEMENT LLCNew Position+32K+$2.2M
COMMONWEALTH EQUITY SERVICES, LLCNew Position+32K+$2.0M
Concurrent Investment Advisors, LLCNew Position+24K+$1.6M
Blue Trust, Inc.New Position+22K+$1.5M
BWM Planning, LLCNew Position+22K+$1.5M
LAZARD ASSET MANAGEMENT LLCNew Position+16K+$1.0M
Capital Investment Advisors, LLCNew Position+12K+$836K
EXENCIAL WEALTH ADVISORS, LLCNew Position+10K+$710K
Burford Brothers, Inc.New Position+10K+$685K
Fielder Capital Group LLCNew Position+10K+$656K
Verdence Capital Advisors LLCNew Position+10K+$651K
Carnegie Investment CounselNew Position+7K+$500K
MCDANIEL TERRY & CONew Position+7K+$479K

SBR — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Greenfield Seitz Capital Management, LLCDecreased-162K-$12.4B
FAYEZ SAROFIM & CODecreased-53K-$10.6B
TWO SIGMA INVESTMENTS, LPDecreased-48K-$5.8B
BANK OF AMERICA CORP /DE/Decreased-3K-$3.2B
Clare Market Investments LLCClosed Position-28K-$2.2B
LPL Financial LLCDecreased-1K-$2.1B
Uniplan Investment Counsel, Inc.Decreased-17K-$1.9B
UBS Group AGDecreased-765-$1.5B
Walleye Capital LLCClosed Position-18K-$1.4B
RAYMOND JAMES FINANCIAL INCDecreased-602-$1.3B
STIFEL FINANCIAL CORPDecreased-80-$1.2B
Moors & Cabot, Inc.Decreased-264-$1.2B
OSAIC HOLDINGS, INC.Decreased-4K-$1.1B
Cresset Asset Management, LLCDecreased-2K-$890.0M
TWO SIGMA ADVISERS, LPClosed Position-11K-$858.2M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Americana Partners, LLC269,933$18.5M0.51%Share
2Prospera Financial Services Inc158,609$10.0M0.16%Share
3KING LUTHER CAPITAL MANAGEMENT CORP143,555$9.0M0.04%Share
4HORIZON KINETICS ASSET MANAGEMENT LLC109,487$7.5M0.10%Share
5Beacon Pointe Advisors, LLC86,389$5.0M0.04%Share
6FAYEZ SAROFIM & CO81,346$5.0M0.01%Share
7HOWARD FINANCIAL SERVICES, LTD.68,012$4.7M0.55%Share
8MORGAN STANLEY51,583$3.0M0.00%Share
9MOODY NATIONAL BANK TRUST DIVISION35,185$2.4M0.23%Share
10CHILTON CAPITAL MANAGEMENT LLC32,013$2.2M0.08%Share
11SCS Capital Management LLC31,115$2.1M0.02%Share
12CITADEL ADVISORS LLC31,349$2.0M0.00%Share
13MORGAN STANLEY37,459$2.0M0.00%Share
14MORGAN STANLEY37,747$2.0M0.00%Share
15COMMONWEALTH EQUITY SERVICES, LLC32,249$2.0M0.00%Share
16Concurrent Investment Advisors, LLC23,772$1.6M0.02%Share
17Mraz, Amerine & Associates, Inc.23,700$1.6M0.24%Share
18Greenfield Seitz Capital Management, LLC23,100$1.6M0.52%Share
19Blue Trust, Inc.21,758$1.5M0.02%Share
20BWM Planning, LLC21,552$1.5M0.39%Share
21UBS Group AG16,488$1.1M0.00%Share
22PFG Advisors14,846$1.0M0.05%Share
23HRT FINANCIAL LP20,513$1.0M0.00%Share
24Moors & Cabot, Inc.14,714$1.0M0.04%Share
25PEAPACK GLADSTONE FINANCIAL CORP23,249$1.0M0.01%Share
26LPL Financial LLC25,041$1.0M0.00%Share
27BANK OF AMERICA CORP /DE/15,890$1.0M0.00%Share
28BANK OF AMERICA CORP /DE/19,066$1.0M0.00%Share
29Creative Planning17,719$1.0M0.00%Share
30LAZARD ASSET MANAGEMENT LLC15,747$1.0M0.00%Share
31TWO SIGMA INVESTMENTS, LP25,378$1.0M0.00%Share
32VeraBank, N.A.24,024$1.0M0.18%Share
33MERCER GLOBAL ADVISORS INC /ADV15,025$1.0M0.00%Share
34Qube Research & Technologies Ltd21,108$1.0M0.00%Share
35JPMORGAN CHASE & CO28,596$1.0M0.00%Share
36Sendero Wealth Management, LLC12,927$886K0.10%Share
37AMG National Trust Bank12,680$869K0.02%Share
38Capital Investment Advisors, LLC12,201$836K0.01%Share
39RAHLFS CAPITAL, LLC11,985$821K0.64%Share
40Robertson Stephens Wealth Management, LLC10,600$726K0.02%Share
41EXENCIAL WEALTH ADVISORS, LLC10,357$710K0.02%Share
42FRANKLIN STREET ADVISORS INC /NC10,081$691K0.04%Share
43Burford Brothers, Inc.10,000$685K0.28%Share
44Fielder Capital Group LLC9,577$656K0.14%Share
45Verdence Capital Advisors LLC9,500$651K0.04%Share
46M.E. ALLISON & CO., INC.9,045$620K0.42%Share
47Carnegie Investment Counsel7,300$500K0.01%Share
48MCDANIEL TERRY & CO7,000$479K0.04%Share
49Uniplan Investment Counsel, Inc.6,825$468K0.13%Share
50PRIVATE TRUST CO NA6,800$466K0.04%Share

SBR Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025138$116.6M+35
Q3 2025103$129.3B-16
Q2 2025119$85.5B-6
Q1 2025125$120.0B+9
Q4 2024116$9.4T+12
Q3 2024104$42.3T+3
Q2 2024101$43.1T+14
Q1 202487$34.3T—

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As of Q4 2025, 50 institutional investors hold SBR (Sabine Royalty Trust). The largest holder is Americana Partners, LLC with $18.5M in shares. This quarter, 15 institutions opened new positions and 3 closed their positions.

Frequently Asked Questions

How many hedge funds own SBR?

As of Q4 2025, 50 institutional investors report holding SBR (Sabine Royalty Trust) in their 13F filings.

Who is the largest institutional holder of SBR?

The largest institutional holder of SBR is Americana Partners, LLC with $18.5M in shares.

Is institutional ownership of SBR increasing or decreasing?

This quarter, 15 institutions opened new positions in SBR and 3 closed their positions.