SBR Institutional Ownership & Shareholders
SABINE ROYALTY TRUST (SBR) is currently held by 149 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $188.63M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Americana Partners, Llc is currently the largest disclosed institutional shareholder of SBR tracked by InsiderSet, reporting ownership valued at approximately $20.45M in its September 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $20.96M, representing an estimated gain of +2.47% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 52% of the total disclosed SBR value among the investors covered in this analysis. Major shareholders include Americana Partners, Llc, Beacon Pointe Advisors, Llc, Prospera Financial Services Inc, and several other long-term asset managers with concentrated positions in SABINE ROYALTY TRUST (SBR).
This page ranks the largest institutional SBR shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
149
Total Reported Value
$188.63M
Largest Holder
Americana Partners, Llc
Largest Position
$20.45M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
130
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Americana Partners, Llc | 0.44% | 295,755 | $20,451,458 | $20,957,199 | +$505,741 | +2.47% | |
| Beacon Pointe Advisors, Llc | 0.09% | 252,353 | $18,472,244 | $17,881,734 | -$590,510 | -3.20% | |
| Prospera Financial Services Inc | 0.19% | 180,835 | $13,237,326 | $12,813,968 | -$423,358 | -3.20% | |
| King Luther Capital Management Corp | 0.04% | 143,555 | $10,508,226 | $10,172,307 | -$335,919 | -3.20% | |
| Horizon Kinetics Asset Management Llc | 0.09% | 111,796 | $8,183,445 | $7,921,865 | -$261,580 | -3.20% | |
| Two Sigma Investments, Lp | 0.00% | 87,436 | $6,400,315 | $6,195,715 | -$204,600 | -3.20% | |
| Fayez Sarofim & Co | 0.01% | 81,346 | $5,954,527 | $5,764,178 | -$190,349 | -3.20% | |
| Ashton Thomas Private Wealth, Llc | 0.12% | 75,578 | $5,532,310 | $5,355,457 | -$176,853 | -3.20% | |
| Morgan Stanley | 0.00% | 66,454 | $4,864,489 | $4,708,930 | -$155,559 | -3.20% | |
| Cwa Asset Management Group, Llc | 0.13% | 62,876 | $4,347,862 | $4,455,393 | +$107,531 | +2.47% | |
| Howard Financial Services, Ltd. | 0.45% | 62,217 | $4,302,325 | $4,408,697 | +$106,372 | +2.47% | |
| Uniplan Investment Counsel, Inc. | 0.33% | 48,207 | $3,528,764 | $3,415,948 | -$112,816 | -3.20% | |
| Citadel Advisors Llc | 0.00% | 38,259 | $2,800,558 | $2,711,033 | -$89,525 | -3.20% | |
| Scs Capital Management Llc | 0.02% | 32,614 | $2,387,345 | $2,311,028 | -$76,317 | -3.20% | |
| Capital Analysts, Llc | 0.05% | 31,020 | $2,270,000 | $2,198,077 | -$71,923 | -3.17% | |
| Moody National Bank Trust Division | 0.18% | 31,896 | $2,205,608 | $2,260,151 | +$54,543 | +2.47% | |
| Lpl Financial Llc | 0.00% | 28,276 | $2,069,808 | $2,003,637 | -$66,171 | -3.20% | |
| Commonwealth Equity Services, Llc | 0.00% | 28,365 | $1,961,440 | $2,009,944 | +$48,504 | +2.47% | |
| Bank Of America Corp | 0.00% | 26,637 | $1,949,828 | $1,887,498 | -$62,330 | -3.20% | |
| Significant Wealth Partners Llc | 2.11% | 26,624 | $1,948,877 | $1,886,577 | -$62,300 | -3.20% | |
| Chilton Capital Management Llc | 0.06% | 26,212 | $1,812,560 | $1,857,382 | +$44,822 | +2.47% | |
| Hrt Financial Lp | 0.00% | 23,276 | $1,703,000 | $1,649,337 | -$53,663 | -3.15% | |
| Peapack Gladstone Financial Corp | 0.02% | 23,129 | $1,693,000 | $1,638,921 | -$54,079 | -3.19% | |
| Qube Research & Technologies Ltd | 0.00% | 22,367 | $1,637,264 | $1,584,926 | -$52,338 | -3.20% | |
| Savant Capital, Llc | 0.00% | 22,321 | $1,630,788 | $1,581,666 | -$49,122 | -3.01% | |
| Mraz, Amerine & Associates, Inc. | 0.25% | 23,165 | $1,601,852 | $1,641,472 | +$39,620 | +2.47% | |
| Clare Market Investments Llc | 0.29% | 21,825 | $1,597,590 | $1,546,520 | -$51,071 | -3.20% | |
| Greenfield Seitz Capital Management, Llc | 0.46% | 23,100 | $1,597,365 | $1,636,866 | +$39,501 | +2.47% | |
| Bwm Planning, Llc | 0.37% | 21,552 | $1,577,612 | $1,527,175 | -$50,437 | -3.20% | |
| Blue Trust, Inc. | 0.02% | 22,154 | $1,531,949 | $1,569,832 | +$37,883 | +2.47% | |
| Concurrent Investment Advisors, Llc | 0.01% | 21,344 | $1,475,930 | $1,512,436 | +$36,506 | +2.47% | |
| Verabank, N.A. | 0.24% | 19,752 | $1,445,846 | $1,399,627 | -$46,219 | -3.20% | |
| Nuveen, Llc | 0.00% | 18,977 | $1,389,117 | $1,344,710 | -$44,407 | -3.20% | |
| Lazard Asset Management Llc | 0.00% | 17,718 | $1,296,958 | $1,255,497 | -$41,461 | -3.20% | |
| Ubs Group Ag | 0.00% | 16,980 | $1,242,935 | $1,203,203 | -$39,732 | -3.20% | |
| 49 Wealth Management, Llc | 0.22% | 16,049 | $1,174,787 | $1,137,232 | -$37,555 | -3.20% | |
| Stifel Financial Corp | 0.00% | 15,423 | $1,128,936 | $1,092,874 | -$36,062 | -3.19% | |
| Mercer Global Advisors Inc | 0.00% | 15,134 | $1,107,792 | $1,072,395 | -$35,397 | -3.20% | |
| Moors & Cabot, Inc. | 0.04% | 14,596 | $1,068,402 | $1,034,273 | -$34,129 | -3.19% | |
| Raymond James Financial Inc | 0.00% | 14,171 | $1,037,261 | $1,004,157 | -$33,104 | -3.19% | |
| Mcdaniel Terry & Co | 0.08% | 14,000 | $1,024,800 | $992,040 | -$32,760 | -3.20% | |
| Pfg Advisors | 0.05% | 14,796 | $1,023,143 | $1,048,445 | +$25,302 | +2.47% | |
| Amg National Trust Bank | 0.02% | 12,680 | $928,176 | $898,505 | -$29,671 | -3.20% | |
| Marshall Wace, Llp | 0.00% | 12,271 | $898,236 | $869,523 | -$28,713 | -3.20% | |
| Sendero Wealth Management, Llc | 0.09% | 12,927 | $893,903 | $916,007 | +$22,104 | +2.47% | |
| Westwood Holdings Group Inc | 0.01% | 11,980 | $876,940 | $848,903 | -$28,037 | -3.20% | |
| Cetera Investment Advisers | 0.00% | 11,824 | $865,525 | $837,849 | -$27,676 | -3.20% | |
| Osaic Holdings, Inc. | 0.00% | 11,669 | $854,276 | $826,865 | -$27,411 | -3.21% | |
| Motco | 0.07% | 11,600 | $849,120 | $821,976 | -$27,144 | -3.20% | |
| Rahlfs Capital, Llc | 0.55% | 11,985 | $828,763 | $849,257 | +$20,494 | +2.47% |
Frequently asked questions about SBR
Who are the largest institutional holders of SBR?
The largest institutional holders of SBR reported in the latest SEC Form 13F filings include Americana Partners, Llc, Beacon Pointe Advisors, Llc, Prospera Financial Services Inc, King Luther Capital Management Corp, and Horizon Kinetics Asset Management Llc. InsiderSet ranks institutional holders by their latest reported SBR position.
What is SBR institutional ownership?
This page tracks SBR positions reported by institutional investment managers through SEC Form 13F. SABINE ROYALTY TRUST (SBR) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SBR?
InsiderSet currently tracks 149 institutional managers reporting SBR holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of SBR shareholders.
How much SBR stock do institutions own?
Institutional investment managers disclosed approximately $188.63M in SBR holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SBR institutional ownership last updated?
The latest SBR institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional SBR holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its SBR position after the reporting date.
Are institutions buying or selling SBR?
Institutional buying and selling can be analyzed by comparing SBR positions across consecutive 13F reporting periods. InsiderSet's SBR Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SBR ownership changes.
How has SBR institutional ownership changed over time?
InsiderSet tracks SBR institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.