Sabine Royalty TrustSBR
13F holders, Q2 2026 (June 30)148holders −6
12new positions
16sold out
1famous investor
$73.20avg. 13F price*
At the end of Q2 2026, 148 institutions reported holding Sabine Royalty Trust (SBR) in their 13F filings, down 6 from Q1 2026. 12 opened new positions and 16 sold out. The largest holders were Americana Partners, LLC ($21.6M), Beacon Pointe Advisors, LLC ($18.5M) and Prospera Financial Services Inc ($13.2M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Sabine Royalty Trust
- CUSIP
- 785688102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $9.9M |
| Exits | 16 | $3.5M |
All 13F filers, Q1 2026 → Q2 2026: 286,852 shares bought and 258,626 shares sold, net +28,226 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 148 holders
| Americana Partners, LLC | 0.49% | Add +6.3% | 295,755 | $21.6M |
| Beacon Pointe Advisors, LLC | 0.09% | Add +13.7% | 252,353 | $18.5M |
| Prospera Financial Services Inc | 0.19% | Add +1.4% | 180,835 | $13.2M |
| King Luther Capital Management Corp. | 0.04% | No change | 143,555 | $10.5M |
| Horizon Kinetics Asset Management LLC | 0.09% | Add +0.6% | 111,796 | $8.2M |
| Two Sigma Investments, LP | 0.01% | Add +77.1% | 87,436 | $6.4M |
| Fayez Sarofim & Co | 0.01% | No change | 81,346 | $6.0M |
| Ashton Thomas Private Wealth, LLC | 0.12% | Reduce -29.1% | 75,578 | $5.5M |
| CWA Asset Management Group, LLC | 0.16% | New | 70,788 | $5.2M |
| Howard Financial Services, LTD. | 0.50% | Add +0.1% | 68,187 | $5.0M |
| Morgan Stanley | 0.00% | Reduce -50.9% | 66,454 | $4.9M |
| Uniplan Investment Counsel, Inc. | 0.34% | Add +23.1% | 48,207 | $3.5M |
| Citadel Advisors | 0.00% | Add +10.0% | 38,259 | $2.8M |
| SCS Capital Management LLC | 0.02% | Add +4.8% | 32,614 | $2.4M |
| Moody National Bank Trust Division | 0.19% | Reduce -9.3% | 31,896 | $2.3M |
| Capital Analysts, LLC | 0.05% | Add +1.2% | 31,020 | $2.3M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -10.1% | 28,320 | $2.1M |
| LPL Financial LLC | 0.00% | Add +5.4% | 28,276 | $2.1M |
| Chilton Capital Management LLC | 0.06% | Reduce -10.9% | 27,698 | $2.0M |
| Bank of America Corp. | 0.00% | Add +5.2% | 26,637 | $1.9M |
| Significant Wealth Partners LLC | 2.11% | Add +1.6% | 26,624 | $1.9M |
| Blue Trust, Inc. | 0.02% | No change | 25,055 | $1.8M |
| Mraz, Amerine & Associates, Inc. | 0.24% | No change | 23,325 | $1.7M |
| HRT Financial LP | 0.00% | Add +31.3% | 23,276 | $1.7M |
| Peapack Gladstone Financial Corp. | 0.02% | Add +0.3% | 23,129 | $1.7M |
| Greenfield Seitz Capital Management, LLC | 0.50% | No change | 23,100 | $1.7M |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -2.3% | 22,951 | $1.7M |
| Qube Research & Technologies Ltd | 0.00% | Reduce -10.7% | 22,367 | $1.6M |
| Savant Capital, LLC | 0.00% | Add +273.1% | 22,321 | $1.6M |
| Clare Market Investments LLC | 0.29% | No change | 21,825 | $1.6M |
| BWM Planning, LLC | 0.37% | No change | 21,552 | $1.6M |
| VeraBank, N.A. | 0.24% | No change | 19,752 | $1.4M |
| Nuveen, LLC | 0.00% | New | 18,977 | $1.4M |
| Lazard Asset Management LLC | 0.00% | Add +2.5% | 17,718 | $1.3M |
| UBS Group AG | 0.00% | Reduce -22.4% | 16,980 | $1.2M |
| 49 Wealth Management, LLC | 0.22% | New | 16,049 | $1.2M |
| Alongside, LLC | 0.22% | — | 16,049 | $1.2M |
| Stifel Financial Corp. | 0.00% | No change | 15,423 | $1.1M |
| Mercer Global Advisors Inc. | 0.00% | Add +1.3% | 15,134 | $1.1M |
| PFG Advisors | 0.05% | No change | 14,846 | $1.1M |
| Moors & Cabot, Inc. | 0.04% | Add +0.0% | 14,596 | $1.1M |
| Raymond James Financial Inc. | 0.00% | Reduce -4.8% | 14,171 | $1.0M |
| McDaniel Terry & Co. | 0.08% | No change | 14,000 | $1.0M |
| Sendero Wealth Management, LLC | 0.09% | No change | 12,927 | $946K |
| AMG National Trust Bank | 0.02% | No change | 12,680 | $928K |
| Marshall Wace, LLP | 0.00% | Reduce -79.2% | 12,271 | $898K |
| Rahlfs Capital, LLC | 0.64% | No change | 11,985 | $877K |
| Westwood Holdings Group Inc. | 0.01% | Add +122.8% | 11,980 | $877K |
| Cetera Investment Advisers | 0.00% | Add +75.0% | 11,824 | $866K |
| Osaic Holdings, Inc. | 0.00% | Add +3.3% | 11,669 | $854K |
| Motco | 0.07% | No change | 11,600 | $849K |
| Arrowstreet Capital, Limited Partnership | 0.00% | Add +9.2% | 11,212 | $821K |
| Independent Financial Group, LLC | 0.02% | Add +1.4% | 11,154 | $816K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -9.1% | 11,041 | $808K |
| Envestnet Asset Management Inc. | 0.00% | Add +42.0% | 10,905 | $798K |
| Advisory Services Network, LLC | 0.01% | Add +0.1% | 10,814 | $792K |
| Robertson Stephens Wealth Management, LLC | 0.02% | No change | 10,600 | $776K |
| DWR Wealth Management, LLC | 0.57% | No change | 10,466 | $760K |
| Franklin Street Advisors Inc. | 0.04% | No change | 10,081 | $738K |
| Burford Brothers, Inc. | 0.27% | No change | 10,000 | $732K |
| XTX Topco Ltd | 0.01% | New | 9,872 | $723K |
| Essex Financial Services, Inc. | 0.03% | Add +0.2% | 9,256 | $678K |
| M.E. Allison & Co., Inc. | 0.38% | Add +0.1% | 9,030 | $661K |
| BlackRock, Inc. | 0.00% | Reduce -23.5% | 8,890 | $651K |
| Summit Trail Advisors, LLC | 0.01% | No change | 8,500 | $622K |
| Fielder Capital Group LLC | 0.13% | No change | 8,497 | $622K |
| Jane Street Group, LLC | 0.00% | New | 8,231 | $603K |
| Verdence Capital Advisors LLC | 0.03% | Reduce -11.1% | 8,000 | $586K |
| Canada Pension Plan Investment Board | 0.00% | No change | 8,000 | $586K |
| Brown Advisory Inc. | 0.00% | No change | 7,600 | $556K |
| State of Wyoming | 0.05% | Add +27.3% | 7,392 | $541K |
| Carnegie Investment Counsel | 0.01% | No change | 7,300 | $534K |
| Corient Private Wealth LP | 0.00% | No change | 6,850 | $501K |
| Private Trust Co. NA | 0.04% | No change | 6,800 | $498K |
| State Street Corp. | 0.00% | Add +8.5% | 6,404 | $469K |
| Rwa Wealth Partners, LLC | 0.00% | Reduce -7.1% | 6,383 | $467K |
| 1900 Wealth Management LLC | 0.03% | Reduce -40.3% | 6,130 | $449K |
| Holderness Investments Co. | 0.07% | No change | 6,000 | $439K |
| Creative Planning | 0.00% | Reduce -67.7% | 5,756 | $421K |
| Quadrature Capital Ltd | 0.00% | Reduce -29.7% | 5,681 | $416K |
| Custos Family Office, LLC | 0.24% | No change | 5,564 | $407K |
| Tyche Wealth Partners LLC | 0.05% | Add +0.2% | 5,269 | $386K |
| Beacon Financial Group | 0.04% | No change | 5,255 | $385K |
| Hilltop Holdings Inc. | 0.03% | Reduce -6.0% | 4,982 | $365K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -23.6% | 4,751 | $348K |
| HUB Investment Partners, LLC | 0.01% | Add +20.1% | 4,696 | $344K |
| Wells Fargo & Company | 0.00% | Reduce -0.1% | 4,678 | $342K |
| HighTower Advisors, LLC | 0.00% | Reduce -4.1% | 4,618 | $338K |
| Chilton Investment Co. Inc. | 0.01% | No change | 4,533 | $332K |
| Argent Trust Co | 0.01% | No change | 4,493 | $329K |
| Ameriprise Financial Inc. | 0.00% | Add +6.3% | 4,234 | $310K |
| Titleist Asset Management, LLC | 0.02% | Add +0.5% | 4,211 | $308K |
| Hamel Associates, Inc. | 0.08% | New | 4,100 | $300K |
| Oxbow Advisors, LLC | 0.02% | No change | 3,768 | $276K |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -31.3% | 3,674 | $269K |
| Pathstone Holdings, LLC | 0.00% | No change | 3,617 | $265K |
| Royal Bank of Canada | 0.00% | Add +64.3% | 3,561 | $261K |
| Pinnacle Financial Partners, Inc. | 0.00% | No change | 3,506 | $257K |
| Islay Capital Management, LLC | 0.12% | No change | 3,500 | $256K |
| Rhodes Investment Advisors Inc. | 0.19% | New | 3,497 | $256K |
"% of holder's portfolio" is SBR's weight in each manager's 13F, not the share of Sabine Royalty Trust the manager owns.