SOURCE CAPITAL (SOR) Institutional Shareholders
SOURCE CAPITAL (SOR) 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 $74.47M in SOR holdings during the latest filing period.
Dkm Wealth Management, Inc. is currently the largest disclosed institutional shareholder of SOR tracked by InsiderSet, reporting ownership valued at approximately $14.39M 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 $14.19M, representing an estimated loss of -1.41% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 75% of the total disclosed SOR value among the investors covered in this analysis. Major shareholders include Dkm Wealth Management, Inc., D.A. Davidson & Co., Shaker Financial Services, Llc, and several other long-term asset managers with concentrated positions in SOURCE CAPITAL (SOR).
This page ranks the largest institutional SOR 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
56
Total Reported Value
$74.47M
Largest Holder
Dkm Wealth Management, Inc.
Largest Position
$14.39M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
70
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Dkm Wealth Management, Inc. | 9.41% | 313,096 | $14,393,004 | $14,189,511 | -$203,493 | -1.41% | |
| D.A. Davidson & Co. | 0.04% | 166,920 | $7,673,337 | $7,564,814 | -$108,523 | -1.41% | |
| Shaker Financial Services, Llc | 2.22% | 153,966 | $7,077,818 | $6,977,739 | -$100,079 | -1.41% | |
| Diversified Management Inc | 1.19% | 121,285 | $5,575,471 | $5,496,636 | -$78,835 | -1.41% | |
| Hara Capital Llc | 2.41% | 99,565 | $4,577,003 | $4,512,286 | -$64,717 | -1.41% | |
| Morgan Stanley | 0.00% | 90,877 | $4,177,616 | $4,118,546 | -$59,070 | -1.41% | |
| First Trust Advisors Lp | 0.00% | 75,554 | $3,473,217 | $3,424,107 | -$49,110 | -1.41% | |
| Mesirow Financial Investment Management, Inc. | 0.05% | 75,409 | $3,466,524 | $3,417,536 | -$48,988 | -1.41% | |
| Wells Fargo & Company/Mn | 0.00% | 67,504 | $3,103,138 | $3,059,281 | -$43,857 | -1.41% | |
| Raymond James Financial Inc | 0.00% | 58,017 | $2,667,036 | $2,629,330 | -$37,706 | -1.41% | |
| Invesco Ltd. | 0.00% | 33,952 | $1,560,773 | $1,538,705 | -$22,068 | -1.41% | |
| Anchor Investment Management, Llc | 0.10% | 28,757 | $1,321,954 | $1,303,267 | -$18,687 | -1.41% | |
| Smith Asset Management Co., Llc | 1.01% | 28,062 | $1,290,010 | $1,271,770 | -$18,240 | -1.41% | |
| Hennion & Walsh Asset Management, Inc. | 0.03% | 25,977 | $1,194,163 | $1,177,278 | -$16,885 | -1.41% | |
| Us Bancorp \De\ | 0.00% | 24,800 | $1,140,056 | $1,123,936 | -$16,120 | -1.41% | |
| Keating Financial Advisory Services, Inc. | 0.14% | 22,786 | $1,047,476 | $1,032,662 | -$14,814 | -1.41% | |
| Lpl Financial Llc | 0.00% | 21,025 | $966,499 | $952,853 | -$13,646 | -1.41% | |
| &Partners | 0.00% | 15,799 | $726,272 | $716,011 | -$10,261 | -1.41% | |
| Osaic Holdings, Inc. | 0.00% | 15,115 | $694,963 | $685,012 | -$9,951 | -1.43% | |
| Chemistry Wealth Management Llc | 0.10% | 14,191 | $652,360 | $643,136 | -$9,224 | -1.41% | |
| Baltimore-Washington Financial Advisors, Inc. | 0.02% | 14,067 | $646,660 | $637,516 | -$9,144 | -1.41% | |
| Bank Of America Corp | 0.00% | 14,038 | $645,337 | $636,202 | -$9,135 | -1.42% | |
| Pecaut & Co. | 0.19% | 13,601 | $625,241 | $616,397 | -$8,844 | -1.41% | |
| Readystate Asset Management Lp | 0.02% | 12,280 | $564,512 | $556,530 | -$7,982 | -1.41% | |
| Nwf Advisory Services Inc. | 0.05% | 11,751 | $540,194 | $532,555 | -$7,639 | -1.41% | |
| Evolve Private Wealth, Llc | 0.03% | 10,666 | $490,316 | $483,383 | -$6,933 | -1.41% | |
| Pinnacle Financial Partners, Inc. | 0.00% | 10,334 | $475,062 | $468,337 | -$6,725 | -1.42% | |
| Cary Street Partners Financial Llc | 0.01% | 9,812 | $451,058 | $444,680 | -$6,378 | -1.41% | |
| Capital Investment Counsel, Inc | 0.04% | 9,000 | $413,730 | $407,880 | -$5,850 | -1.41% | |
| Private Advisor Group, Llc | 0.00% | 7,977 | $366,706 | $361,518 | -$5,188 | -1.41% | |
| Janney Montgomery Scott Llc | 0.00% | 7,388 | $340,000 | $334,824 | -$5,176 | -1.52% | |
| Cetera Investment Advisers | 0.00% | 6,304 | $289,808 | $285,697 | -$4,111 | -1.42% | |
| Ubs Group Ag | 0.00% | 5,560 | $255,593 | $251,979 | -$3,614 | -1.41% | |
| Newedge Advisors, Llc | 0.00% | 5,120 | $235,345 | $232,038 | -$3,307 | -1.41% | |
| Beacon Pointe Advisors, Llc | 0.00% | 4,674 | $214,864 | $211,826 | -$3,038 | -1.41% | |
| Assetmark, Inc | 0.00% | 3,586 | $164,848 | $162,518 | -$2,330 | -1.41% | |
| Align Financial, Llc | 0.08% | 3,346 | $153,796 | $151,641 | -$2,155 | -1.40% | |
| Jones Financial Companies Lllp | 0.00% | 2,766 | $124,216 | $125,355 | +$1,139 | +0.92% | |
| Royal Bank Of Canada | 0.00% | 1,815 | $83,000 | $82,256 | -$744 | -0.90% | |
| Alphacentric Advisors Llc | 0.07% | 1,700 | $78,149 | $77,044 | -$1,105 | -1.41% | |
| Crossingbridge Advisors, Llc | 0.01% | 1,700 | $78,149 | $77,044 | -$1,105 | -1.41% | |
| Manchester Capital Management Llc | 0.01% | 1,520 | $69,889 | $68,886 | -$1,003 | -1.43% | |
| Key Capital Management, Inc | 0.03% | 1,308 | $60,129 | $59,279 | -$850 | -1.41% | |
| Nbc Securities, Inc. | 0.00% | 1,111 | $51,102 | $50,351 | -$751 | -1.47% | |
| Pnc Financial Services Group, Inc. | 0.00% | 1,000 | $45,971 | $45,320 | -$651 | -1.42% | |
| Wolverine Asset Management Llc | 0.00% | 965 | $44,361 | $43,734 | -$627 | -1.41% | |
| Rockefeller Capital Management L.P. | 0.00% | 913 | $41,971 | $41,377 | -$594 | -1.41% | |
| Whi Trust Co Llc | 0.03% | 912 | $41,925 | $41,332 | -$593 | -1.41% | |
| Jpmorgan Chase & Co | 0.00% | 717 | $32,659 | $32,494 | -$165 | -0.50% | |
| Blue Bell Private Wealth Management, Llc | 0.00% | 700 | $32,179 | $31,724 | -$455 | -1.41% |
Frequently asked questions about SOR
Who owns the most SOR stock?
The largest holders of SOR 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 SOURCE CAPITAL (SOR).
Is SOR widely held by superinvestors?
Many widely followed stocks like SOR appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly SOR 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.