SABINE ROYALTY TRUST (SBR) Institutional Shareholders
SABINE ROYALTY TRUST (SBR) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $193.37M in SBR holdings during the latest filing period.
Americana Partners, Llc is currently the largest disclosed institutional shareholder of SBR tracked by InsiderSet, reporting ownership valued at approximately $21.65M in its June 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 $21.73M, representing an estimated gain of +0.38% 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
146
Total Reported Value
$193.37M
Largest Holder
Americana Partners, Llc
Largest Position
$21.65M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
149
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Americana Partners, Llc | 0.49% | 295,755 | $21,649,266 | $21,732,077 | +$82,811 | +0.38% | |
| Beacon Pointe Advisors, Llc | 0.09% | 252,353 | $18,472,244 | $18,542,898 | +$70,654 | +0.38% | |
| Prospera Financial Services Inc | 0.19% | 180,835 | $13,237,326 | $13,287,756 | +$50,430 | +0.38% | |
| King Luther Capital Management Corp | 0.04% | 143,555 | $10,508,226 | $10,548,421 | +$40,195 | +0.38% | |
| Horizon Kinetics Asset Management Llc | 0.09% | 111,796 | $8,183,445 | $8,214,770 | +$31,325 | +0.38% | |
| Two Sigma Investments, Lp | 0.00% | 87,436 | $6,400,315 | $6,424,797 | +$24,482 | +0.38% | |
| Fayez Sarofim & Co | 0.01% | 81,346 | $5,954,527 | $5,977,304 | +$22,777 | +0.38% | |
| Ashton Thomas Private Wealth, Llc | 0.12% | 75,578 | $5,532,310 | $5,553,471 | +$21,161 | +0.38% | |
| Cwa Asset Management Group, Llc | 0.16% | 70,788 | $5,181,718 | $5,201,502 | +$19,784 | +0.38% | |
| Howard Financial Services, Ltd. | 0.50% | 68,187 | $4,991,255 | $5,010,381 | +$19,126 | +0.38% | |
| Morgan Stanley | 0.00% | 66,454 | $4,864,489 | $4,883,040 | +$18,551 | +0.38% | |
| Uniplan Investment Counsel, Inc. | 0.33% | 48,207 | $3,528,764 | $3,542,250 | +$13,486 | +0.38% | |
| Citadel Advisors Llc | 0.00% | 38,259 | $2,800,558 | $2,811,271 | +$10,713 | +0.38% | |
| Scs Capital Management Llc | 0.02% | 32,614 | $2,387,345 | $2,396,477 | +$9,132 | +0.38% | |
| Moody National Bank Trust Division | 0.19% | 31,896 | $2,334,787 | $2,343,718 | +$8,931 | +0.38% | |
| Capital Analysts, Llc | 0.05% | 31,020 | $2,270,000 | $2,279,350 | +$9,350 | +0.41% | |
| Commonwealth Equity Services, Llc | 0.00% | 28,320 | $2,073,020 | $2,080,954 | +$7,934 | +0.38% | |
| Lpl Financial Llc | 0.00% | 28,276 | $2,069,808 | $2,077,720 | +$7,912 | +0.38% | |
| Chilton Capital Management Llc | 0.06% | 27,698 | $2,027,494 | $2,035,249 | +$7,755 | +0.38% | |
| Bank Of America Corp | 0.00% | 26,637 | $1,949,828 | $1,957,287 | +$7,459 | +0.38% | |
| Significant Wealth Partners Llc | 2.11% | 26,624 | $1,948,877 | $1,956,332 | +$7,455 | +0.38% | |
| Blue Trust, Inc. | 0.02% | 25,055 | $1,834,026 | $1,841,041 | +$7,015 | +0.38% | |
| Mraz, Amerine & Associates, Inc. | 0.24% | 23,325 | $1,707,381 | $1,713,921 | +$6,540 | +0.38% | |
| Hrt Financial Lp | 0.00% | 23,276 | $1,703,000 | $1,710,320 | +$7,320 | +0.43% | |
| Peapack Gladstone Financial Corp | 0.02% | 23,129 | $1,693,000 | $1,699,519 | +$6,519 | +0.39% | |
| Greenfield Seitz Capital Management, Llc | 0.50% | 23,100 | $1,690,920 | $1,697,388 | +$6,468 | +0.38% | |
| Concurrent Investment Advisors, Llc | 0.01% | 22,951 | $1,679,989 | $1,686,439 | +$6,450 | +0.38% | |
| Qube Research & Technologies Ltd | 0.00% | 22,367 | $1,637,264 | $1,643,527 | +$6,263 | +0.38% | |
| Savant Capital, Llc | 0.00% | 22,321 | $1,630,788 | $1,640,147 | +$9,359 | +0.57% | |
| Clare Market Investments Llc | 0.29% | 21,825 | $1,597,590 | $1,603,701 | +$6,111 | +0.38% | |
| Bwm Planning, Llc | 0.37% | 21,552 | $1,577,612 | $1,583,641 | +$6,029 | +0.38% | |
| Verabank, N.A. | 0.24% | 19,752 | $1,445,846 | $1,451,377 | +$5,531 | +0.38% | |
| Nuveen, Llc | 0.00% | 18,977 | $1,389,117 | $1,394,430 | +$5,313 | +0.38% | |
| Lazard Asset Management Llc | 0.00% | 17,718 | $1,296,958 | $1,301,919 | +$4,961 | +0.38% | |
| Ubs Group Ag | 0.00% | 16,980 | $1,242,935 | $1,247,690 | +$4,755 | +0.38% | |
| 49 Wealth Management, Llc | 0.22% | 16,049 | $1,174,787 | $1,179,281 | +$4,494 | +0.38% | |
| Stifel Financial Corp | 0.00% | 15,423 | $1,128,936 | $1,133,282 | +$4,346 | +0.38% | |
| Mercer Global Advisors Inc | 0.00% | 15,134 | $1,107,792 | $1,112,046 | +$4,254 | +0.38% | |
| Pfg Advisors | 0.05% | 14,846 | $1,086,727 | $1,090,884 | +$4,157 | +0.38% | |
| Moors & Cabot, Inc. | 0.04% | 14,596 | $1,068,402 | $1,072,514 | +$4,112 | +0.38% | |
| Raymond James Financial Inc | 0.00% | 14,171 | $1,037,261 | $1,041,285 | +$4,024 | +0.39% | |
| Mcdaniel Terry & Co | 0.08% | 14,000 | $1,024,800 | $1,028,720 | +$3,920 | +0.38% | |
| Sendero Wealth Management, Llc | 0.11% | 12,927 | $973,921 | $949,876 | -$24,045 | -2.47% | |
| Amg National Trust Bank | 0.02% | 12,680 | $928,176 | $931,726 | +$3,550 | +0.38% | |
| Marshall Wace, Llp | 0.00% | 12,271 | $898,236 | $901,673 | +$3,437 | +0.38% | |
| Rahlfs Capital, Llc | 0.64% | 11,985 | $877,302 | $880,658 | +$3,356 | +0.38% | |
| Westwood Holdings Group Inc | 0.01% | 11,980 | $876,940 | $880,290 | +$3,350 | +0.38% | |
| Cetera Investment Advisers | 0.00% | 11,824 | $865,525 | $868,828 | +$3,303 | +0.38% | |
| Osaic Holdings, Inc. | 0.00% | 11,669 | $854,276 | $857,438 | +$3,162 | +0.37% | |
| Motco | 0.07% | 11,600 | $849,120 | $852,368 | +$3,248 | +0.38% |
Frequently asked questions about SBR
Who owns the most SBR stock?
The largest holders of SBR are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for SABINE ROYALTY TRUST (SBR).
Is SBR widely held by superinvestors?
Many widely followed stocks like SBR appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly SBR is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.