STEW Institutional Ownership & Shareholders
SRH TOTAL RETURN FUND INC (STEW) is currently held by 124 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $336.72M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Atlas Wealth Llc is currently the largest disclosed institutional shareholder of STEW tracked by InsiderSet, reporting ownership valued at approximately $62.85M 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 $64.26M, representing an estimated gain of +2.23% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 66% of the total disclosed STEW value among the investors covered in this analysis. Major shareholders include Atlas Wealth Llc, Morgan Stanley, Jp Wealth Management, Inc., and several other long-term asset managers with concentrated positions in SRH TOTAL RETURN FUND INC (STEW).
This page ranks the largest institutional STEW 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
124
Total Reported Value
$336.72M
Largest Holder
Atlas Wealth Llc
Largest Position
$62.85M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
116
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Atlas Wealth Llc | 8.96% | 3,511,313 | $62,852,494 | $64,257,028 | +$1,404,534 | +2.23% | |
| Morgan Stanley | 0.00% | 2,074,631 | $37,135,913 | $37,965,747 | +$829,834 | +2.23% | |
| Jp Wealth Management, Inc. | 17.31% | 1,572,713 | $27,318,025 | $28,780,648 | +$1,462,623 | +5.35% | |
| Bulldog Investors, Llp | 5.30% | 1,347,582 | $24,121,718 | $24,660,751 | +$539,033 | +2.23% | |
| 1607 Capital Partners, Llc | 1.40% | 899,421 | $16,099,636 | $16,459,404 | +$359,768 | +2.23% | |
| Pathstone Holdings, Llc | 0.06% | 910,227 | $15,564,878 | $16,657,154 | +$1,092,276 | +7.02% | |
| Allspring Global Investments Holdings, Llc | 0.02% | 853,372 | $15,275,359 | $15,616,708 | +$341,349 | +2.23% | |
| Css Llc/Il | 0.37% | 461,965 | $8,269,173 | $8,453,960 | +$184,787 | +2.23% | |
| Lpl Financial Llc | 0.00% | 446,897 | $7,999,463 | $8,178,215 | +$178,752 | +2.23% | |
| Gatepass Capital, Llc | 3.03% | 443,600 | $7,940,440 | $8,117,880 | +$177,440 | +2.23% | |
| Blue Bell Private Wealth Management, Llc | 0.83% | 401,544 | $6,974,815 | $7,348,255 | +$373,440 | +5.35% | |
| B. Riley Wealth Advisors, Inc. | 0.25% | 359,766 | $6,249,137 | $6,583,718 | +$334,581 | +5.35% | |
| Bank Of America Corp | 0.00% | 286,235 | $5,123,598 | $5,238,101 | +$114,503 | +2.23% | |
| Cohen & Steers, Inc. | 0.01% | 256,158 | $4,585,000 | $4,687,691 | +$102,691 | +2.24% | |
| Quantedge Capital Pte Ltd | 3.33% | 245,103 | $4,387,344 | $4,485,385 | +$98,041 | +2.23% | |
| Matisse Capital | 1.54% | 226,000 | $3,925,620 | $4,135,800 | +$210,180 | +5.35% | |
| Flagship Harbor Advisors, Llc | 0.15% | 225,518 | $3,917,258 | $4,126,979 | +$209,721 | +5.35% | |
| Raymond James Financial Inc | 0.00% | 204,363 | $3,658,093 | $3,739,843 | +$81,750 | +2.23% | |
| Rpo Llc | 13.20% | 178,990 | $3,203,921 | $3,275,517 | +$71,596 | +2.23% | |
| Wolverine Asset Management Llc | 0.04% | 178,469 | $3,194,595 | $3,265,983 | +$71,388 | +2.23% | |
| Shaker Financial Services, Llc | 1.03% | 179,744 | $3,122,154 | $3,289,315 | +$167,161 | +5.35% | |
| Wells Fargo & Company/Mn | 0.00% | 173,852 | $3,111,955 | $3,181,492 | +$69,537 | +2.23% | |
| Kingdom Financial Group Llc. | 0.75% | 163,061 | $2,918,799 | $2,984,016 | +$65,217 | +2.23% | |
| Principal Securities, Inc. | 0.03% | 156,585 | $2,802,872 | $2,865,506 | +$62,634 | +2.23% | |
| Rockefeller Capital Management L.P. | 0.00% | 155,599 | $2,785,235 | $2,847,462 | +$62,227 | +2.23% | |
| Evolve Private Wealth, Llc | 0.16% | 146,354 | $2,619,745 | $2,678,278 | +$58,533 | +2.23% | |
| Srh Advisors, Llc | 0.65% | 144,761 | $2,514,503 | $2,649,126 | +$134,623 | +5.35% | |
| Almitas Capital Llc | 0.57% | 133,773 | $2,394,537 | $2,448,046 | +$53,509 | +2.23% | |
| Royal Bank Of Canada | 0.00% | 128,474 | $2,299,000 | $2,351,074 | +$52,074 | +2.27% | |
| Uhlmann Price Securities, Llc | 0.08% | 114,375 | $2,047,401 | $2,093,063 | +$45,662 | +2.23% | |
| Capstone Investment Advisors, Llc | 0.01% | 111,819 | $2,001,560 | $2,046,288 | +$44,728 | +2.23% | |
| Envestnet Asset Management Inc | 0.00% | 105,885 | $1,895,335 | $1,937,696 | +$42,361 | +2.23% | |
| Southstate Bank Corp | 0.07% | 100,000 | $1,790,000 | $1,830,000 | +$40,000 | +2.23% | |
| D.A. Davidson & Co. | 0.01% | 81,760 | $1,420,173 | $1,496,208 | +$76,035 | +5.35% | |
| &Partners | 0.01% | 78,118 | $1,396,522 | $1,429,559 | +$33,037 | +2.37% | |
| Ubs Group Ag | 0.00% | 76,169 | $1,363,425 | $1,393,893 | +$30,468 | +2.23% | |
| Newedge Advisors, Llc | 0.00% | 75,697 | $1,354,971 | $1,385,255 | +$30,284 | +2.24% | |
| Oppenheimer & Co Inc | 0.01% | 75,505 | $1,311,522 | $1,381,742 | +$70,220 | +5.35% | |
| Mml Investors Services, Llc | 0.00% | 70,790 | $1,267,139 | $1,295,457 | +$28,318 | +2.23% | |
| Kingswood Wealth Advisors, Llc | 0.05% | 72,775 | $1,264,102 | $1,331,783 | +$67,681 | +5.35% | |
| Boothbay Fund Management, Llc | 0.02% | 66,297 | $1,186,716 | $1,213,235 | +$26,519 | +2.23% | |
| Advisory Advocates, Llc | 0.95% | 61,910 | $1,108,194 | $1,132,953 | +$24,759 | +2.23% | |
| Beverly Hills Private Wealth, Llc | 0.20% | 59,365 | $1,062,628 | $1,086,380 | +$23,752 | +2.24% | |
| Peak Asset Management, Llc | 0.13% | 51,285 | $918,002 | $938,516 | +$20,514 | +2.23% | |
| Monetary Management Group Inc | 0.19% | 50,900 | $911,110 | $931,470 | +$20,360 | +2.23% | |
| Dcf Advisers, Llc | 0.23% | 50,000 | $895,000 | $915,000 | +$20,000 | +2.23% | |
| Wealthtrust Axiom Llc | 0.19% | 46,842 | $838,467 | $857,209 | +$18,742 | +2.24% | |
| Twin Focus Capital Partners, Llc | 0.08% | 43,487 | $778,417 | $795,812 | +$17,395 | +2.23% | |
| Private Advisor Group, Llc | 0.00% | 40,693 | $728,403 | $744,682 | +$16,279 | +2.23% | |
| Osaic Holdings, Inc. | 0.00% | 38,509 | $689,331 | $704,715 | +$15,384 | +2.23% |
Frequently asked questions about STEW
Who are the largest institutional holders of STEW?
The largest institutional holders of STEW reported in the latest SEC Form 13F filings include Atlas Wealth Llc, Morgan Stanley, Jp Wealth Management, Inc., Bulldog Investors, Llp, and 1607 Capital Partners, Llc. InsiderSet ranks institutional holders by their latest reported STEW position.
What is STEW institutional ownership?
This page tracks STEW positions reported by institutional investment managers through SEC Form 13F. SRH TOTAL RETURN FUND INC (STEW) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own STEW?
InsiderSet currently tracks 124 institutional managers reporting STEW 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 STEW shareholders.
How much STEW stock do institutions own?
Institutional investment managers disclosed approximately $336.72M in STEW holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was STEW institutional ownership last updated?
The latest STEW 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 STEW 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 STEW position after the reporting date.
Are institutions buying or selling STEW?
Institutional buying and selling can be analyzed by comparing STEW positions across consecutive 13F reporting periods. InsiderSet's STEW Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View STEW ownership changes.
How has STEW institutional ownership changed over time?
InsiderSet tracks STEW institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.