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