SRH TOTAL RETURN FUND INC (STEW) Institutional Shareholders
SRH TOTAL RETURN FUND INC (STEW) 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 $341.91M in STEW holdings during the latest filing period.
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 $63.52M, representing an estimated gain of +1.06% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 65% 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
125
Total Reported Value
$341.91M
Largest Holder
Atlas Wealth Llc
Largest Position
$62.85M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
139
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 | $63,519,652 | +$667,158 | +1.06% | |
| Morgan Stanley | 0.00% | 2,074,631 | $37,135,913 | $37,530,075 | +$394,162 | +1.06% | |
| Jp Wealth Management, Inc. | 17.73% | 1,573,433 | $28,164,451 | $28,463,403 | +$298,952 | +1.06% | |
| Bulldog Investors, Llp | 5.30% | 1,347,582 | $24,121,718 | $24,377,758 | +$256,040 | +1.06% | |
| 1607 Capital Partners, Llc | 1.40% | 899,421 | $16,099,636 | $16,270,526 | +$170,890 | +1.06% | |
| Pathstone Holdings, Llc | 0.06% | 910,227 | $15,564,878 | $16,466,006 | +$901,128 | +5.79% | |
| Allspring Global Investments Holdings, Llc | 0.02% | 853,372 | $15,275,359 | $15,437,499 | +$162,140 | +1.06% | |
| Css Llc/Il | 0.37% | 461,965 | $8,269,173 | $8,356,947 | +$87,774 | +1.06% | |
| Lpl Financial Llc | 0.00% | 446,897 | $7,999,463 | $8,084,367 | +$84,904 | +1.06% | |
| Gatepass Capital, Llc | 3.03% | 443,600 | $7,940,440 | $8,024,724 | +$84,284 | +1.06% | |
| B. Riley Wealth Advisors, Inc. | 0.22% | 426,001 | $7,348,549 | $7,706,358 | +$357,809 | +4.87% | |
| Blue Bell Private Wealth Management, Llc | 0.83% | 373,762 | $6,690,334 | $6,761,355 | +$71,021 | +1.06% | |
| Shaker Financial Services, Llc | 1.67% | 298,716 | $5,347,017 | $5,403,772 | +$56,755 | +1.06% | |
| Bank Of America Corp | 0.00% | 286,235 | $5,123,598 | $5,177,991 | +$54,393 | +1.06% | |
| Cohen & Steers, Inc. | 0.01% | 256,158 | $4,585,000 | $4,633,898 | +$48,898 | +1.07% | |
| Quantedge Capital Pte Ltd | 3.33% | 245,103 | $4,387,344 | $4,433,913 | +$46,569 | +1.06% | |
| Matisse Capital | 1.62% | 226,000 | $4,045,400 | $4,088,340 | +$42,940 | +1.06% | |
| Flagship Harbor Advisors, Llc | 0.15% | 214,190 | $3,834,017 | $3,874,697 | +$40,680 | +1.06% | |
| Raymond James Financial Inc | 0.00% | 204,363 | $3,658,093 | $3,696,927 | +$38,834 | +1.06% | |
| Rpo Llc | 13.20% | 178,990 | $3,203,921 | $3,237,929 | +$34,008 | +1.06% | |
| Wolverine Asset Management Llc | 0.04% | 178,469 | $3,194,595 | $3,228,504 | +$33,909 | +1.06% | |
| Wells Fargo & Company/Mn | 0.00% | 173,852 | $3,111,955 | $3,144,983 | +$33,028 | +1.06% | |
| Srh Advisors, Llc | 0.75% | 164,822 | $2,950,310 | $2,981,630 | +$31,320 | +1.06% | |
| Kingdom Financial Group Llc. | 0.75% | 163,061 | $2,918,799 | $2,949,773 | +$30,974 | +1.06% | |
| Principal Securities, Inc. | 0.03% | 156,585 | $2,802,872 | $2,832,623 | +$29,751 | +1.06% | |
| Rockefeller Capital Management L.P. | 0.00% | 155,599 | $2,785,235 | $2,814,786 | +$29,551 | +1.06% | |
| Evolve Private Wealth, Llc | 0.16% | 146,354 | $2,619,745 | $2,647,544 | +$27,799 | +1.06% | |
| Almitas Capital Llc | 0.57% | 133,773 | $2,394,537 | $2,419,954 | +$25,417 | +1.06% | |
| Royal Bank Of Canada | 0.00% | 128,474 | $2,299,000 | $2,324,095 | +$25,095 | +1.09% | |
| Uhlmann Price Securities, Llc | 0.08% | 114,375 | $2,047,401 | $2,069,044 | +$21,643 | +1.06% | |
| Capstone Investment Advisors, Llc | 0.01% | 111,819 | $2,001,560 | $2,022,806 | +$21,246 | +1.06% | |
| Envestnet Asset Management Inc | 0.00% | 105,885 | $1,895,335 | $1,915,460 | +$20,125 | +1.06% | |
| Southstate Bank Corp | 0.07% | 100,000 | $1,790,000 | $1,809,000 | +$19,000 | +1.06% | |
| Park Avenue Securities Llc | 0.01% | 96,227 | $1,722,000 | $1,740,746 | +$18,746 | +1.09% | |
| D.A. Davidson & Co. | 0.01% | 83,703 | $1,498,301 | $1,514,187 | +$15,886 | +1.06% | |
| &Partners | 0.01% | 78,118 | $1,396,522 | $1,413,155 | +$16,633 | +1.19% | |
| Ubs Group Ag | 0.00% | 76,169 | $1,363,425 | $1,377,897 | +$14,472 | +1.06% | |
| Newedge Advisors, Llc | 0.00% | 75,697 | $1,354,971 | $1,369,359 | +$14,388 | +1.06% | |
| Oppenheimer & Co Inc | 0.01% | 74,877 | $1,340,298 | $1,354,525 | +$14,227 | +1.06% | |
| Kingswood Wealth Advisors, Llc | 0.05% | 72,775 | $1,302,673 | $1,316,500 | +$13,827 | +1.06% | |
| Mml Investors Services, Llc | 0.00% | 70,790 | $1,267,139 | $1,280,591 | +$13,452 | +1.06% | |
| Boothbay Fund Management, Llc | 0.02% | 66,297 | $1,186,716 | $1,199,313 | +$12,597 | +1.06% | |
| Advisory Advocates, Llc | 0.95% | 61,910 | $1,108,194 | $1,119,952 | +$11,758 | +1.06% | |
| Beverly Hills Private Wealth, Llc | 0.20% | 59,365 | $1,062,628 | $1,073,913 | +$11,285 | +1.06% | |
| Peak Asset Management, Llc | 0.13% | 51,285 | $918,002 | $927,746 | +$9,744 | +1.06% | |
| Monetary Management Group Inc | 0.19% | 50,900 | $911,110 | $920,781 | +$9,671 | +1.06% | |
| Dcf Advisers, Llc | 0.23% | 50,000 | $895,000 | $904,500 | +$9,500 | +1.06% | |
| Wealthtrust Axiom Llc | 0.19% | 46,842 | $838,467 | $847,372 | +$8,905 | +1.06% | |
| Twin Focus Capital Partners, Llc | 0.08% | 43,487 | $778,417 | $786,680 | +$8,263 | +1.06% | |
| Private Advisor Group, Llc | 0.00% | 40,693 | $728,403 | $736,136 | +$7,733 | +1.06% |
Frequently asked questions about STEW
Who owns the most STEW stock?
The largest holders of STEW 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 SRH TOTAL RETURN FUND INC (STEW).
Is STEW widely held by superinvestors?
Many widely followed stocks like STEW appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly STEW 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.