$75.38
+0.55 (+0.73%)
Market Cap
$1.1B
Shares Outstanding
14,579,345
Institutional Holders
125
Total Inst. Value
$118.8M
% of Float Held
13.4%
QoQ Holder Change
+38
Institutional data as of Q1 2025
New Positions
21
Closed Positions
12
Increased
38
Decreased
20
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | FAYEZ SAROFIM & CO | $15.3M | 225,636 |
| 2 | Beacon Pointe Advisors, LLC | $13.1M | 193,451 |
| 3 | KING LUTHER CAPITAL MANAGEMENT CORP | $9.7M | 143,555 |
| 4 | HORIZON KINETICS ASSET MANAGEMENT LLC | $8.0M | 118,281 |
| 5 | HOWARD FINANCIAL SERVICES, LTD. | $5.2M | 77,433 |
| 6 | MORGAN STANLEY | $4.8M | 71,134 |
| 7 | CHILTON CAPITAL MANAGEMENT LLC | $2.8M | 41,027 |
| 8 | SCS Capital Management LLCNew | $2.1M | 31,115 |
| 9 | Prospera Financial Services Inc | $2.0M | 29,597 |
| 10 | Blue Trust, Inc. | $2.0M | 28,842 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Beacon Pointe Advisors, LLC | +5K | $13.1M |
| HORIZON KINETICS ASSET MANAGEMENT LLC | +8K | $8.0M |
| HOWARD FINANCIAL SERVICES, LTD. | +97 | $5.2M |
| MORGAN STANLEY | +30K | $4.8M |
| SCS Capital Management LLCNew | +31K | $2.1M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| FAYEZ SAROFIM & CO | -30K | $15.3M |
| RAYMOND JAMES FINANCIAL INC | -13K | $1.1M |
| Moors & Cabot, Inc. | -9K | $1.3M |
| CHILTON CAPITAL MANAGEMENT LLC | -5K | $2.8M |
| Hilltop Holdings Inc. | -2K | $413K |
Related Stocks
Frequently Asked Questions
How many institutional investors hold SBR?
As of Q1 2025, 125 institutional investors report holding SBR (Sabine Royalty Trust) in their 13F filings.
What percentage of Sabine Royalty Trust is owned by institutions?
Institutional investors hold approximately 13.4% of Sabine Royalty Trust's float as reported in SEC 13F filings.
Which hedge fund owns the most SBR?
The largest institutional holder of SBR is FAYEZ SAROFIM & CO with $15.3M in shares.
Are institutions buying or selling SBR?
This quarter, 21 institutions opened new positions in SBR and 12 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.