Sabine Royalty TrustSBR
13F holders, Q4 2025 (December 31)143holders −4
15new positions
20sold out
1famous investor
$68.58avg. 13F price*
At the end of Q4 2025, 143 institutions reported holding Sabine Royalty Trust (SBR) in their 13F filings, down 4 from Q3 2025. 15 opened new positions and 20 sold out. The largest holders were Americana Partners, LLC ($18.5M), Prospera Financial Services Inc ($10.9M) and King Luther Capital Management Corp. ($9.8M). 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $5.4M |
| Exits | 20 | $7.2M |
All 13F filers, Q3 2025 → Q4 2025: 253,458 shares bought and 263,598 shares sold, net −10,140 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 143 holders
| Americana Partners, LLC | 0.51% | Add +2.1% | 269,933 | $18.5M |
| Prospera Financial Services Inc | 0.18% | Add +173.8% | 158,609 | $10.9M |
| King Luther Capital Management Corp. | 0.04% | No change | 143,555 | $9.8M |
| Morgan Stanley | 0.00% | Add +14.4% | 127,459 | $8.7M |
| Horizon Kinetics Asset Management LLC | 0.10% | Add +0.1% | 109,487 | $7.5M |
| Beacon Pointe Advisors, LLC | 0.04% | Add +0.9% | 86,389 | $5.9M |
| Fayez Sarofim & Co | 0.01% | Reduce -39.3% | 81,346 | $5.6M |
| Howard Financial Services, LTD. | 0.55% | Add +0.1% | 68,012 | $4.7M |
| Citadel Advisors | 0.00% | Add +25.1% | 38,887 | $2.7M |
| Bank of America Corp. | 0.00% | Reduce -8.1% | 36,771 | $2.5M |
| Moody National Bank Trust Division | 0.23% | No change | 35,185 | $2.4M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -32.1% | 32,249 | $2.2M |
| Chilton Capital Management LLC | 0.08% | Reduce -9.0% | 32,013 | $2.2M |
| SCS Capital Management LLC | 0.02% | No change | 31,115 | $2.1M |
| Capital Analysts, LLC | 0.06% | Add +9.0% | 30,430 | $2.1M |
| JPMorgan Chase & Co. | 0.00% | Add +91.6% | 29,427 | $2.0M |
| Uniplan Investment Counsel, Inc. | 0.21% | Add +24.1% | 29,046 | $2.0M |
| Two Sigma Investments, LP | 0.00% | Reduce -65.5% | 25,378 | $1.7M |
| LPL Financial LLC | 0.00% | Reduce -5.6% | 25,041 | $1.7M |
| VeraBank, N.A. | 0.30% | No change | 24,024 | $1.6M |
| Concurrent Investment Advisors, LLC | 0.02% | Reduce -4.0% | 23,772 | $1.6M |
| Mraz, Amerine & Associates, Inc. | 0.24% | No change | 23,700 | $1.6M |
| Peapack Gladstone Financial Corp. | 0.02% | Add +4.2% | 23,249 | $1.6M |
| Greenfield Seitz Capital Management, LLC | 0.52% | No change | 23,100 | $1.6M |
| Blue Trust, Inc. | 0.02% | Add +27.9% | 21,758 | $1.5M |
| BWM Planning, LLC | 0.39% | No change | 21,552 | $1.5M |
| Qube Research & Technologies Ltd | 0.00% | Add +2.9% | 21,108 | $1.4M |
| HRT Financial LP | 0.00% | Reduce -14.0% | 20,513 | $1.4M |
| UBS Group AG | 0.00% | Reduce -4.1% | 17,838 | $1.2M |
| Creative Planning | 0.00% | Add +7.4% | 17,719 | $1.2M |
| Lazard Asset Management LLC | 0.00% | New | 15,747 | $1.1M |
| Stifel Financial Corp. | 0.00% | Reduce -0.5% | 15,543 | $1.1M |
| Raymond James Financial Inc. | 0.00% | Reduce -3.8% | 15,420 | $1.1M |
| Mercer Global Advisors Inc. | 0.00% | Add +2.9% | 15,025 | $1.0M |
| PFG Advisors | 0.05% | No change | 14,846 | $1.0M |
| Moors & Cabot, Inc. | 0.04% | Reduce -1.8% | 14,714 | $1.0M |
| &partners | 0.01% | New | 14,028 | $962K |
| Sendero Wealth Management, LLC | 0.10% | No change | 12,927 | $886K |
| AMG National Trust Bank | 0.02% | No change | 12,680 | $869K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -1.8% | 12,201 | $837K |
| Rahlfs Capital, LLC | 0.64% | No change | 11,985 | $822K |
| Savant Capital, LLC | 0.00% | New | 11,964 | $820K |
| Motco | 0.07% | No change | 11,600 | $795K |
| Osaic Holdings, Inc. | 0.00% | Reduce -26.3% | 11,167 | $766K |
| Advisory Services Network, LLC | 0.01% | Add +0.0% | 10,805 | $741K |
| DWR Wealth Management, LLC | 0.68% | — | 10,466 | $734K |
| Robertson Stephens Wealth Management, LLC | 0.02% | No change | 10,600 | $727K |
| Exencial Wealth Advisors, LLC | 0.02% | No change | 10,357 | $710K |
| Franklin Street Advisors Inc. | 0.04% | No change | 10,081 | $691K |
| Burford Brothers, Inc. | 0.28% | Reduce -1.4% | 10,000 | $686K |
| Independent Financial Group, LLC | 0.02% | Add +1.3% | 9,997 | $685K |
| Fielder Capital Group LLC | 0.14% | No change | 9,577 | $657K |
| Verdence Capital Advisors LLC | 0.04% | Reduce -9.5% | 9,500 | $651K |
| Essex Financial Services, Inc. | 0.04% | Add +0.1% | 9,223 | $632K |
| Brown Advisory Inc. | 0.00% | No change | 9,100 | $624K |
| M.E. Allison & Co., Inc. | 0.42% | Add +0.1% | 9,045 | $620K |
| Cresset Asset Management, LLC | 0.00% | Reduce -21.4% | 8,800 | $603K |
| Summit Trail Advisors, LLC | 0.01% | No change | 8,500 | $583K |
| Canada Pension Plan Investment Board | 0.00% | New | 8,000 | $549K |
| Carnegie Investment Counsel | 0.01% | No change | 7,300 | $501K |
| State Street Corp. | 0.00% | Add +1.0% | 7,140 | $490K |
| Focus Partners Wealth | 0.00% | New | 7,032 | $482K |
| McDaniel Terry & Co. | 0.04% | Reduce -50.0% | 7,000 | $480K |
| Ameriprise Financial Inc. | 0.00% | Add +10.6% | 6,945 | $476K |
| Rwa Wealth Partners, LLC | 0.01% | Reduce -11.0% | 6,869 | $471K |
| Private Trust Co. NA | 0.04% | No change | 6,800 | $466K |
| Cetera Investment Advisers | 0.00% | Reduce -7.8% | 6,503 | $446K |
| Voleon Capital Management LP | 0.01% | Add +18.4% | 6,322 | $434K |
| TrueMark Investments, LLC | 0.08% | New | 6,050 | $415K |
| Holderness Investments Co. | 0.08% | No change | 6,000 | $411K |
| BlackRock, Inc. | 0.00% | Add +11780.0% | 5,940 | $407K |
| 1900 Wealth Management LLC | 0.03% | No change | 5,908 | $405K |
| Jane Street Group, LLC | 0.00% | Reduce -24.0% | 5,888 | $404K |
| Custos Family Office, LLC | 0.26% | No change | 5,564 | $382K |
| Westwood Holdings Group Inc. | 0.00% | Add +0.3% | 5,363 | $368K |
| Hilltop Holdings Inc. | 0.02% | Reduce -1.3% | 5,337 | $366K |
| Envestnet Asset Management Inc. | 0.00% | Add +16.6% | 5,328 | $365K |
| Beacon Financial Group | 0.04% | No change | 5,255 | $360K |
| Sunbelt Securities, Inc. | 0.02% | No change | 5,000 | $343K |
| DGS Capital Management, LLC | 0.06% | New | 4,897 | $336K |
| HighTower Advisors, LLC | 0.00% | Reduce -21.9% | 4,770 | $327K |
| Tyche Wealth Partners LLC | 0.05% | No change | 4,758 | $326K |
| BNP Paribas Financial Markets | 0.00% | Add +32.9% | 4,683 | $321K |
| Chilton Investment Co. Inc. | 0.01% | Reduce -40.1% | 4,533 | $311K |
| Argent Trust Co | 0.01% | Reduce -9.7% | 4,493 | $308K |
| Virtu Financial LLC | 0.01% | New | 4,394 | $301K |
| Kestra Advisory Services, LLC | 0.00% | Add +43.4% | 4,238 | $291K |
| Titleist Asset Management, LLC | 0.02% | New | 4,156 | $285K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +16.8% | 4,170 | $278K |
| PFG Investments, LLC | 0.01% | Add +3.7% | 4,045 | $277K |
| HUB Investment Partners, LLC | 0.01% | Add +0.8% | 3,882 | $266K |
| Regions Financial Corp. | 0.00% | No change | 3,819 | $262K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -3.6% | 3,797 | $260K |
| Oxbow Advisors, LLC | 0.02% | Reduce -7.6% | 3,768 | $258K |
| Pathstone Holdings, LLC | 0.00% | No change | 3,617 | $248K |
| Captrust Financial Advisors | 0.00% | No change | 3,554 | $244K |
| Wells Fargo & Company | 0.00% | Reduce -65.3% | 3,546 | $243K |
| Islay Capital Management, LLC | 0.14% | No change | 3,500 | $240K |
| Ackerman Capital Advisors, LLC | 0.05% | No change | 3,417 | $234K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 3,324 | $228K |
"% of holder's portfolio" is SBR's weight in each manager's 13F, not the share of Sabine Royalty Trust the manager owns.