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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, Q4 2024

Institutional positions in Sabine Royalty Trust as of Dec 31, 2024. 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
129
+3 vs. Q3 2024
Shares held
1.91M
+76.0K (+4.1%) vs. Q3 2024
Total value
$125.5M
+$12.4M (+11.0%) vs. Q3 2024
New holders
15
34 more added
Sold out
12
32 more reduced

3 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2024: new holders, sold out and not filed yet

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 holdersQ4 2024: 129 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 heldQ4 2024: $125.5M
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, Q4 2024

Shares, value and share of portfolio for each institution holding Sabine Royalty Trust; share changes are against Q3 2024.

Institutions holding SBR in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Campbell Capital Management Inc800$51.8K0.02%+800New
JPMorgan Chase & Co744$48.2K0.00%−284−27.6%Reduced
Steward Partners Investment Advisory, LLC630$40.8K0.00%00.0%Unchanged
Signature Resources Capital Management, LLC600$38.9K0.03%+600New
GWM Advisors LLC540$35.0K0.00%00.0%Unchanged
Huntington National Bank500$32.4K0.00%00.0%Unchanged
Olistico Wealth, LLC427$27.7K0.02%00.0%Unchanged
Venturi Wealth Management, LLC399$25.9K0.00%00.0%Unchanged
Global Retirement Partners, LLC238$15.4K0.00%+70+41.7%Added
Hexagon Capital Partners LLC236$15.3K0.00%00.0%Unchanged
CWM, LLC230$15.0K0.00%+5+2.2%Added
FMR LLC203$13.2K0.00%+108+113.7%Added
Lowe Wealth Advisors, LLC160$10.4K0.00%00.0%Unchanged
Federation des caisses Desjardins du Quebec150$9.72K0.00%00.0%Unchanged
Salem Investment Counselors Inc125$8.10K0.00%00.0%Unchanged
Harbour Investments, Inc.115$7.48K0.00%+2+1.8%Added
Creekmur Asset Management LLC114$7.39K0.00%+1+0.9%Added
Proequities, Inc.100$6.61K0.00%00.0%Unchanged
Manchester Capital Management LLC55$3.56K0.00%00.0%Unchanged
Sound Income Strategies, LLC50$3.24K0.00%00.0%Unchanged
Skopos Labs, Inc.47$3.05K0.00%+47New
Umb Bank N A45$2.92K0.00%00.0%Unchanged
Aventura Private Wealth, LLC34$2.20K0.00%+34New
Farther Finance Advisors, LLC22$1.43K0.00%00.0%Unchanged
Russell Investments Group, Ltd.10$6480.00%00.0%Unchanged
Tower Research Capital LLC (TRC)7$4540.00%+7New
GAMMA Investing LLC6$3890.00%+6New
Principal Securities, Inc.1$650.00%−18−94.7%Reduced
Decker Retirement Planning Inc.0$220.00%0New
Koshinski Asset Management, Inc.0$00.00%−24,642−100.0%Sold out
Manhattan West Asset Management, LLC0$00.00%−15,262−100.0%Sold out
Summit Trail Advisors, LLC0$00.00%−8,500−100.0%Sold out
Citadel Advisors LLC0$00.00%−7,017−100.0%Sold out
Deerfield Management Company, L.P. (Series C)0$00.00%−6,234−100.0%Sold out
Philip James Wealth Mangement, LLC0$00.00%−5,302−100.0%Sold out
HRT Financial LP0$00.00%−4,484−100.0%Sold out
EverSource Wealth Advisors, LLC0$00.00%−255−100.0%Sold out
Reuter James Wealth Management, LLC0$00.00%−212−100.0%Sold out
Northwestern Mutual Wealth Management Co0$00.00%−100−100.0%Sold out
PSI Advisors, LLC0$00.00%−75−100.0%Sold out
ORG Partners LLC0$00.00%−11−100.0%Sold out
Raymond James & Associates––––Not filed
Raymond James Financial Services Advisors, Inc.––––Not filed
FinTrust Capital Advisors, LLC––––Not filed