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

$InfinityT

% of Float Held

1.0224799365509033e+222%

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
CHILTON CAPITAL MANAGEMENT LLCNew Position+32K+$2.2B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+32K+$2.0B
Blue Trust, Inc.New Position+22K+$1.5B
BWM Planning, LLCNew Position+22K+$1.5B
LAZARD ASSET MANAGEMENT LLCNew Position+16K+$1.0B
Capital Investment Advisors, LLCNew Position+12K+$836.0M
Burford Brothers, Inc.New Position+10K+$685.0M
Fielder Capital Group LLCNew Position+10K+$656.0M
Verdence Capital Advisors LLCNew Position+10K+$651.0M
Carnegie Investment CounselNew Position+7K+$500.0M
PRIVATE TRUST CO NANew Position+7K+$466.0M
TrueMark Investments, LLCNew Position+6K+$414.0M
1900 WEALTH MANAGEMENT LLCNew Position+6K+$405.0M
Custos Family Office, LLCNew Position+6K+$381.0M
Tyche Wealth Partners LLCNew Position+5K+$326.0M

SBR — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Greenfield Seitz Capital Management, LLCDecreased-162K-$10.8B
FAYEZ SAROFIM & CODecreased-53K-$5.7B
TWO SIGMA INVESTMENTS, LPDecreased-48K-$4.8B
Clare Market Investments LLCClosed Position-28K-$2.2B
LPL Financial LLCDecreased-1K-$2.1B
Walleye Capital LLCClosed Position-18K-$1.4B
Uniplan Investment Counsel, Inc.Decreased-17K-$1.4B
RAYMOND JAMES FINANCIAL INCDecreased-602-$1.3B
STIFEL FINANCIAL CORPDecreased-80-$1.2B
OSAIC HOLDINGS, INC.Decreased-4K-$1.1B
Cresset Asset Management, LLCDecreased-2K-$890.0M
TWO SIGMA ADVISERS, LPClosed Position-11K-$858.2M
WELLS FARGO & COMPANY/MNDecreased-7K-$811.3M
JANE STREET GROUP, LLCDecreased-2K-$615.6M
RWA WEALTH PARTNERS, LLCDecreased-852-$613.5M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1KING LUTHER CAPITAL MANAGEMENT CORP143,555$9.0B0.04%Share
2HORIZON KINETICS ASSET MANAGEMENT LLC109,487$7.5B0.10%Share
3FAYEZ SAROFIM & CO81,346$5.0B0.01%Share
4CHILTON CAPITAL MANAGEMENT LLC32,013$2.2B0.08%Share
5SCS Capital Management LLC31,115$2.1B0.02%Share
6COMMONWEALTH EQUITY SERVICES, LLC32,249$2.0B0.00%Share
7CITADEL ADVISORS LLC31,349$2.0B0.00%Share
8Mraz, Amerine & Associates, Inc.23,700$1.6B0.24%Share
9Greenfield Seitz Capital Management, LLC23,100$1.6B0.52%Share
10Blue Trust, Inc.21,758$1.5B0.02%Share
11BWM Planning, LLC21,552$1.5B0.39%Share
12UBS Group AG16,488$1.1B0.00%Share
13PFG Advisors14,846$1.0B0.05%Share
14JPMORGAN CHASE & CO28,596$1.0B0.00%Share
15Moors & Cabot, Inc.14,714$1.0B0.04%Share
16VeraBank, N.A.24,024$1.0B0.18%Share
17LAZARD ASSET MANAGEMENT LLC15,747$1.0B0.00%Share
18TWO SIGMA INVESTMENTS, LP25,378$1.0B0.00%Share
19BANK OF AMERICA CORP /DE/15,890$1.0B0.00%Share
20BANK OF AMERICA CORP /DE/19,066$1.0B0.00%Share
21MERCER GLOBAL ADVISORS INC /ADV15,025$1.0B0.00%Share
22Sendero Wealth Management, LLC12,927$886.0M0.10%Share
23AMG National Trust Bank12,680$869.0M0.02%Share
24Capital Investment Advisors, LLC12,201$836.0M0.01%Share
25RAHLFS CAPITAL, LLC11,985$821.0M0.64%Share
26Burford Brothers, Inc.10,000$685.0M0.28%Share
27Fielder Capital Group LLC9,577$656.0M0.14%Share
28Verdence Capital Advisors LLC9,500$651.0M0.04%Share
29M.E. ALLISON & CO., INC.9,045$620.0M0.42%Share
30Carnegie Investment Counsel7,300$500.0M0.01%Share
31Uniplan Investment Counsel, Inc.6,825$468.0M0.13%Share
32PRIVATE TRUST CO NA6,800$466.0M0.04%Share
33TrueMark Investments, LLC6,050$414.0M0.08%Share
341900 WEALTH MANAGEMENT LLC5,908$405.0M0.03%Share
35Custos Family Office, LLC5,564$381.0M0.26%Share
36WESTWOOD HOLDINGS GROUP INC5,363$367.0M0.00%Share
37Sunbelt Securities, Inc.5,000$342.0M0.02%Share
38Tyche Wealth Partners LLC4,758$326.0M0.05%Share
39PFG Investments, LLC4,045$277.0M0.01%Share
40REGIONS FINANCIAL CORP3,819$261.0M0.00%Share
41Oxbow Advisors, LLC3,768$258.0M0.02%Share
42ISLAY CAPITAL MANAGEMENT, LLC3,500$239.0M0.14%Share
43BOKF, NA3,000$205.0M0.00%Share
44State of Wyoming2,675$183.0M0.02%Share
45Geneos Wealth Management Inc.1,777$121.0M0.00%Share
46LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA1,437$100.0M0.00%Share
47BankPlus Trust Department1,360$93.0M0.02%Share
48UBS Group AG1,350$92.0M0.00%Share
49US BANCORP \DE\1,000$68.0M0.00%Share
50Quaker Wealth Management, LLC1,000$68.0M0.02%Share

SBR Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025138$58.1B+35
Q3 2025103$110.2B-16
Q2 2025119$76.2B-6
Q1 2025125$112.1B+9
Q4 2024116$2.6T+12
Q3 2024104$8.3T+3
Q2 2024101$6.8T+14
Q1 202487$2.7T—

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As of Q4 2025, 50 institutional investors hold SBR (Sabine Royalty Trust). The largest holder is KING LUTHER CAPITAL MANAGEMENT CORP with $9.0B 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 KING LUTHER CAPITAL MANAGEMENT CORP with $9.0B in shares.

Is institutional ownership of SBR increasing or decreasing?

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