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Sabine Royalty Trust

SBR
Exchange
NYSE
Industry
Oil Royalty Traders
SEC CIK
0000710752

No open-market purchases or sales by Sabine Royalty Trust insiders were filed in the last 90 days; 149 institutions reported holding it in 13F filings for Q2 2026, worth $193.9M in total; no superinvestor holds it.

13F holders, Q1 2021

Institutional positions in Sabine Royalty Trust as of Mar 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
74
No complete 13F data for Q4 2020
Shares held
1.67M
No complete 13F data for Q4 2020
Total value
$50.6M
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting SBR on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2021: 74 institutions
Q1 2021: 74 institutionsQ2 2021: 78 institutionsQ3 2021: 77 institutionsQ4 2021: 81 institutionsQ1 2022: 93 institutionsQ2 2022: 104 institutionsQ3 2022: 108 institutionsQ4 2022: 124 institutionsQ1 2023: 129 institutionsQ2 2023: 123 institutionsQ3 2023: 121 institutionsQ4 2023: 113 institutionsQ1 2024: 113 institutionsQ2 2024: 123 institutionsQ3 2024: 129 institutionsQ4 2024: 129 institutionsQ1 2025: 128 institutionsQ2 2025: 137 institutionsQ3 2025: 148 institutionsQ4 2025: 144 institutionsQ1 2026: 155 institutionsQ2 2026: 149 institutions
Value heldQ1 2021: $50.6M
Q1 2021: $50.6MQ2 2021: $64.7MQ3 2021: $72.2MQ4 2021: $61.5MQ1 2022: $104.5MQ2 2022: $125.4MQ3 2022: $129.8MQ4 2022: $171.9MQ1 2023: $155.4MQ2 2023: $126.0MQ3 2023: $120.1MQ4 2023: $121.4MQ1 2024: $129.7MQ2 2024: $112.5MQ3 2024: $115.1MQ4 2024: $125.5MQ1 2025: $129.4MQ2 2025: $131.5MQ3 2025: $177.6MQ4 2025: $151.5MQ1 2026: $197.8MQ2 2026: $193.9M
Institutions holding SBR and their total value by quarter
QuarterHoldersValue
Q2 2026149$193.9M
Q1 2026155$197.8M
Q4 2025144$151.5M
Q3 2025148$177.6M
Q2 2025137$131.5M
Q1 2025128$129.4M
Q4 2024129$125.5M
Q3 2024129$115.1M
Q2 2024123$112.5M
Q1 2024113$129.7M
Q4 2023113$121.4M
Q3 2023121$120.1M
Q2 2023123$126.0M
Q1 2023129$155.4M
Q4 2022124$171.9M
Q3 2022108$129.8M
Q2 2022104$125.4M
Q1 202293$104.5M
Q4 202181$61.5M
Q3 202177$72.2M
Q2 202178$64.7M
Q1 202174$50.6M

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Sabine Royalty Trust.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding SBR in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Wildcat Capital Management, LLC335,564$10.1M1.24%––
King Luther Capital Management Corp159,955$4.86M0.03%––
Fayez Sarofim & Co151,249$4.59M0.02%––
Morgan Stanley139,482$4.24M0.00%––
Royce & Associates LP82,648$2.51M0.02%––
Chilton Capital Management LLC53,200$1.61M0.11%––
Mercer Global Advisors Inc40,872$1.24M0.01%––
Capital Analysts, LLC38,779$1.18M0.08%––
American National Bank35,985$1.09M0.26%––
Mraz, Amerine & Associates, Inc.29,553$896.0K0.26%––
Bank of America Corp29,386$892.0K0.00%––
California Public Employees Retirement System29,356$891.0K0.00%––
Peapack Gladstone Financial Corp27,819$845.0K0.02%––
Commonwealth Equity Services, LLC27,219$826.0K0.00%––
VeraBank, N.A.24,524$745.0K0.48%––
Howard Financial Services, Ltd.24,352$739.0K0.33%––
State Street Corp20,806$632.0K0.00%––
United Capital Financial Advisers, LLC20,119$613.0K0.00%––
Koshinski Asset Management, Inc.19,985$606.0K0.06%––
Creative Planning17,282$525.0K0.00%––
Oxbow Advisors, LLC16,586$503.0K0.06%––
Russell Investments Group, Ltd.16,024$486.0K0.00%––
Wells Fargo & Company15,911$483.0K0.00%––
UBS Group AG15,924$483.0K0.00%––
Capital Investment Advisors, LLC15,885$482.0K0.02%––
Advisor Group Holdings, Inc.14,466$440.0K0.00%––
Raymond James & Associates13,988$425.0K0.00%––
McDaniel Terry & Co14,000$425.0K0.05%––
Prospera Financial Services Inc13,708$416.0K0.02%––
Pinnacle Advisory Group, Inc.13,438$408.0K0.02%––
Captrust Financial Advisors13,017$395.0K0.00%––
Eaton Vance Management12,797$389.0K0.00%––
AMG National Trust Bank12,680$385.0K0.01%––
Exencial Wealth Advisors, LLC12,007$364.0K0.02%––
Argent Trust Co11,984$364.0K0.03%––
Motco11,600$352.0K0.02%––
Raymond James Financial Services Advisors, Inc.11,462$348.0K0.00%––
Millennium Management LLC10,578$321.0K0.00%––
Citadel Advisors LLC10,285$312.0K0.00%––
Adviser Investments LLC10,209$310.0K0.03%––
Hilltop Holdings Inc.10,100$307.0K0.04%––
Franklin Street Advisors Inc10,081$306.0K0.03%––
Horizon Kinetics Asset Management LLC9,591$291.0K0.01%––
LPL Financial LLC8,427$256.0K0.00%––
Fairfield, Bush & Co.7,453$226.0K0.06%––
Carnegie Capital Asset Management, LLC7,300$225.0K0.01%––
HighTower Advisors, LLC7,243$221.0K0.00%––
Private Trust Co NA6,800$206.0K0.03%––
Cullen/Frost Bankers, Inc.5,993$182.0K0.00%––
Geneos Wealth Management Inc.4,149$144.0K0.00%––
Islay Capital Management, LLC4,000$121.0K0.10%––
Lee Financial Co2,500$76.0K0.02%––
The PNC Financial Services Group, Inc.1,314$39.0K0.00%––
Bank of Montreal1,250$39.0K0.00%––
Lazard Asset Management LLC1,164$35.0K0.00%––
Ameritas Investment Company, LLC1,007$30.6K0.00%––
Tucker Asset Management LLC1,000$30.4K0.02%––
US Bancorp1,000$30.0K0.00%––
TCTC Holdings, LLC512$16.0K0.00%––
First Manhattan Co500$15.0K0.00%––
Truvestments Capital LLC440$13.0K0.01%––
Stonebridge Capital Advisors LLC350$11.0K0.00%––
Tower Research Capital LLC (TRC)323$10.0K0.00%––
Steward Partners Investment Advisory, LLC290$8.80K0.00%––
CWM, LLC200$8.00K0.00%––
Central Trust Co–$7.00K0.00%––
Rockefeller Capital Management L.P.228$6.00K0.00%––
Proequities, Inc.177$5.00K0.00%––
FormulaFolio Investments, LLC100$4.00K0.00%––
TSFG, LLC128$4.00K0.00%––
Gradient Investments LLC115$3.00K0.00%––
Royal Bank of Canada76$2.00K0.00%––
RMR Wealth Builders53$2.00K0.00%––
Accel Wealth Management49$1.00K0.00%––