SOURCE CAPITAL (SOR) Institutional Ownership and Insiders Activity

SOURCE CAPITAL (SOR) is widely held by institutional investors, with 56 firms reporting positions valued at approximately $74.47M based on SEC Form 13F filings for the quarter ended June 30, 2026.

Dkm Wealth Management, Inc. is the largest disclosed holder, reporting approximately $14.39M in SOR holdings in its latest filing.