Sabine Royalty TrustSBR
13F holders, Q1 2026 (March 31)154holders +11
22new positions
13sold out
1famous investor
$75.23avg. 13F price*
At the end of Q1 2026, 154 institutions reported holding Sabine Royalty Trust (SBR) in their 13F filings, up 11 from Q4 2025. 22 opened new positions and 13 sold out. The largest holders were Americana Partners, LLC ($20.9M), Beacon Pointe Advisors, LLC ($16.6M) and Prospera Financial Services Inc ($13.4M). 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 22 | $18.7M |
| Exits | 13 | $2.9M |
All 13F filers, Q4 2025 → Q1 2026: 505,128 shares bought and 107,025 shares sold, net +398,103 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 154 holders
| Americana Partners, LLC | 0.54% | Add +3.1% | 278,281 | $20.9M |
| Beacon Pointe Advisors, LLC | 0.09% | Add +156.9% | 221,967 | $16.6M |
| Prospera Financial Services Inc | 0.22% | Add +12.4% | 178,301 | $13.4M |
| King Luther Capital Management Corp. | 0.05% | No change | 143,555 | $10.8M |
| Morgan Stanley | 0.00% | Add +6.1% | 135,264 | $10.2M |
| Horizon Kinetics Asset Management LLC | 0.09% | Add +1.5% | 111,150 | $8.4M |
| Ashton Thomas Private Wealth, LLC | 0.19% | New | 106,639 | $8.0M |
| Fayez Sarofim & Co | 0.02% | No change | 81,346 | $6.1M |
| Howard Financial Services, LTD. | 0.58% | Add +0.1% | 68,082 | $5.1M |
| Marshall Wace, LLP | 0.00% | New | 58,843 | $4.4M |
| Two Sigma Investments, LP | 0.00% | Add +94.5% | 49,361 | $3.7M |
| Uniplan Investment Counsel, Inc. | 0.31% | Add +34.8% | 39,145 | $2.9M |
| Moody National Bank Trust Division | 0.25% | No change | 35,185 | $2.7M |
| Citadel Advisors | 0.00% | Reduce -10.5% | 34,795 | $2.6M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -2.3% | 31,516 | $2.4M |
| SCS Capital Management LLC | 0.02% | No change | 31,115 | $2.3M |
| Chilton Capital Management LLC | 0.08% | Reduce -2.9% | 31,096 | $2.3M |
| Capital Analysts, LLC | 0.06% | Add +0.7% | 30,640 | $2.3M |
| LPL Financial LLC | 0.00% | Add +7.1% | 26,819 | $2.0M |
| Significant Wealth Partners LLC | 2.42% | New | 26,210 | $2.0M |
| Bank of America Corp. | 0.00% | Reduce -31.1% | 25,333 | $1.9M |
| Qube Research & Technologies Ltd | 0.00% | Add +18.7% | 25,058 | $1.9M |
| Blue Trust, Inc. | 0.02% | Add +15.2% | 25,055 | $1.9M |
| Concurrent Investment Advisors, LLC | 0.02% | Reduce -1.2% | 23,481 | $1.8M |
| Mraz, Amerine & Associates, Inc. | 0.26% | Reduce -1.6% | 23,325 | $1.7M |
| Greenfield Seitz Capital Management, LLC | 0.52% | No change | 23,100 | $1.7M |
| Peapack Gladstone Financial Corp. | 0.02% | Reduce -0.8% | 23,055 | $1.7M |
| UBS Group AG | 0.00% | Add +22.7% | 21,894 | $1.6M |
| Clare Market Investments LLC | 0.34% | — | 21,825 | $1.6M |
| BWM Planning, LLC | 0.43% | No change | 21,552 | $1.6M |
| VeraBank, N.A. | 0.27% | Reduce -17.8% | 19,752 | $1.5M |
| Creative Planning | 0.00% | Add +0.7% | 17,834 | $1.3M |
| HRT Financial LP | 0.00% | Reduce -13.6% | 17,724 | $1.3M |
| Lazard Asset Management LLC | 0.00% | Add +9.8% | 17,289 | $1.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -45.2% | 16,122 | $1.2M |
| Stifel Financial Corp. | 0.00% | Reduce -0.8% | 15,423 | $1.2M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -0.6% | 14,934 | $1.1M |
| Raymond James Financial Inc. | 0.00% | Reduce -3.5% | 14,888 | $1.1M |
| PFG Advisors | 0.05% | No change | 14,846 | $1.1M |
| Moors & Cabot, Inc. | 0.05% | Reduce -0.8% | 14,595 | $1.1M |
| McDaniel Terry & Co. | 0.09% | Add +100.0% | 14,000 | $1.1M |
| Sendero Wealth Management, LLC | 0.11% | No change | 12,927 | $974K |
| AMG National Trust Bank | 0.02% | No change | 12,680 | $953K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -0.4% | 12,151 | $912K |
| Rahlfs Capital, LLC | 0.66% | No change | 11,985 | $901K |
| BlackRock, Inc. | 0.00% | Add +95.6% | 11,618 | $875K |
| Motco | 0.08% | No change | 11,600 | $874K |
| Osaic Holdings, Inc. | 0.00% | Add +1.2% | 11,296 | $851K |
| Independent Financial Group, LLC | 0.02% | Add +10.1% | 11,004 | $829K |
| Advisory Services Network, LLC | 0.01% | Add +0.0% | 10,809 | $814K |
| GK Wealth Management LLC | 0.69% | New | 10,466 | $798K |
| DWR Wealth Management, LLC | 0.69% | No change | 10,466 | $798K |
| Robertson Stephens Wealth Management, LLC | 0.02% | No change | 10,600 | $795K |
| Exencial Wealth Advisors, LLC | 0.02% | No change | 10,357 | $777K |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 10,268 | $774K |
| 1900 Wealth Management LLC | 0.05% | Add +73.8% | 10,267 | $773K |
| Franklin Street Advisors Inc. | 0.05% | No change | 10,081 | $760K |
| Burford Brothers, Inc. | 0.31% | No change | 10,000 | $750K |
| Essex Financial Services, Inc. | 0.04% | Add +0.1% | 9,237 | $696K |
| M.E. Allison & Co., Inc. | 0.45% | Reduce -0.3% | 9,020 | $680K |
| Verdence Capital Advisors LLC | 0.04% | Reduce -5.3% | 9,000 | $678K |
| DGS Capital Management, LLC | 0.11% | Add +75.3% | 8,582 | $644K |
| Summit Trail Advisors, LLC | 0.01% | No change | 8,500 | $640K |
| Fielder Capital Group LLC | 0.14% | Reduce -11.3% | 8,497 | $640K |
| Quadrature Capital Ltd | 0.01% | New | 8,080 | $609K |
| Canada Pension Plan Investment Board | 0.00% | No change | 8,000 | $603K |
| &partners | 0.00% | Reduce -41.8% | 8,171 | $585K |
| Envestnet Asset Management Inc. | 0.00% | Add +44.2% | 7,682 | $579K |
| Brown Advisory Inc. | 0.00% | Reduce -16.5% | 7,600 | $573K |
| Carnegie Investment Counsel | 0.01% | No change | 7,300 | $550K |
| Focus Partners Wealth | 0.00% | No change | 7,032 | $527K |
| Rwa Wealth Partners, LLC | 0.01% | No change | 6,869 | $518K |
| Corient Private Wealth LP | 0.00% | New | 6,850 | $516K |
| Private Trust Co. NA | 0.05% | No change | 6,800 | $512K |
| Cetera Investment Advisers | 0.00% | Add +3.9% | 6,757 | $509K |
| Kestra Advisory Services, LLC | 0.00% | Add +46.8% | 6,221 | $469K |
| Holderness Investments Co. | 0.09% | No change | 6,000 | $450K |
| Savant Capital, LLC | 0.00% | Reduce -50.0% | 5,982 | $449K |
| State Street Corp. | 0.00% | Reduce -17.4% | 5,901 | $445K |
| State of Wyoming | 0.05% | Add +117.1% | 5,807 | $437K |
| Custos Family Office, LLC | 0.29% | No change | 5,564 | $419K |
| Westwood Holdings Group Inc. | 0.00% | Add +0.3% | 5,377 | $403K |
| State of Tennessee, Department of Treasury | 0.00% | Add +109.5% | 5,345 | $403K |
| Hilltop Holdings Inc. | 0.04% | Reduce -0.7% | 5,300 | $399K |
| Tyche Wealth Partners LLC | 0.06% | Add +10.6% | 5,260 | $396K |
| Beacon Financial Group | 0.04% | No change | 5,255 | $394K |
| Sunbelt Securities, Inc. | 0.02% | No change | 5,000 | $377K |
| HighTower Advisors, LLC | 0.00% | Add +1.0% | 4,816 | $362K |
| Wells Fargo & Company | 0.00% | Add +32.1% | 4,683 | $353K |
| Chilton Investment Co. Inc. | 0.01% | No change | 4,533 | $342K |
| Argent Trust Co | 0.01% | No change | 4,493 | $339K |
| Voleon Capital Management LP | 0.01% | Reduce -30.5% | 4,395 | $331K |
| Titleist Asset Management, LLC | 0.02% | Add +0.8% | 4,190 | $316K |
| Ameriprise Financial Inc. | 0.00% | Reduce -42.7% | 3,982 | $300K |
| HUB Investment Partners, LLC | 0.01% | Add +0.8% | 3,911 | $293K |
| Oxbow Advisors, LLC | 0.02% | No change | 3,768 | $283K |
| Pathstone Holdings, LLC | 0.00% | No change | 3,617 | $273K |
| Regions Financial Corp. | 0.00% | Reduce -7.3% | 3,539 | $267K |
| Pinnacle Financial Partners, Inc. | 0.00% | New | 3,506 | $264K |
| BNP Paribas Financial Markets | 0.00% | Reduce -25.4% | 3,494 | $263K |
"% of holder's portfolio" is SBR's weight in each manager's 13F, not the share of Sabine Royalty Trust the manager owns.