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 2026
Institutional positions in Sabine Royalty Trust as of Mar 31, 2026. 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
- 155
- +12 vs. Q4 2025
- Shares held
- 2.63M
- +420.3K (+19.0%) vs. Q4 2025
- Total value
- $197.8M
- +$46.3M (+30.6%) vs. Q4 2025
- New holders
- 25
- 41 more added
- Sold out
- 13
- 35 more reduced
1 institution that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2025: 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 149 | $193.9M |
| Q1 2026 | 155 | $197.8M |
| Q4 2025 | 144 | $151.5M |
| Q3 2025 | 148 | $177.6M |
| Q2 2025 | 137 | $131.5M |
| Q1 2025 | 128 | $129.4M |
| Q4 2024 | 129 | $125.5M |
| Q3 2024 | 129 | $115.1M |
| Q2 2024 | 123 | $112.5M |
| Q1 2024 | 113 | $129.7M |
| Q4 2023 | 113 | $121.4M |
| Q3 2023 | 121 | $120.1M |
| Q2 2023 | 123 | $126.0M |
| Q1 2023 | 129 | $155.4M |
| Q4 2022 | 124 | $171.9M |
| Q3 2022 | 108 | $129.8M |
| Q2 2022 | 104 | $125.4M |
| Q1 2022 | 93 | $104.5M |
| Q4 2021 | 81 | $61.5M |
| Q3 2021 | 77 | $72.2M |
| Q2 2021 | 78 | $64.7M |
| Q1 2021 | 74 | $50.6M |
Institutions, Q1 2026
Shares, value and share of portfolio for each institution holding Sabine Royalty Trust; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Decker Retirement Planning Inc. | 0 | $26 | 0.00% | 0 | Unchanged |
| SRS Capital Advisors, Inc. | 3 | $151 | 0.00% | +1+50.0% | Added |
| EverSource Wealth Advisors, LLC | 4 | $300 | 0.00% | +4 | New |
| Investors Portfolio Services LLC | 5 | $385 | 0.00% | +5 | New |
| Parallel Advisors, LLC | 8 | $603 | 0.00% | +8 | New |
| Barclays PLC | 9 | $678 | 0.00% | −35−79.5% | Reduced |
| Russell Investments Group, Ltd. | 10 | $753 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 13 | $979 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 28 | $2.11K | 0.00% | +10+55.6% | Added |
| Mosley Wealth Management | 27 | $2.15K | 0.00% | +27 | New |
| Aventura Private Wealth, LLC | 34 | $2.55K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 45 | $3.39K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 56 | $4.10K | 0.00% | +6+12.0% | Added |
| Golden State Equity Partners | 55 | $4.13K | 0.00% | +55 | New |
| Northwestern Mutual Wealth Management Co | 85 | $6.40K | 0.00% | +85 | New |
| DHJJ Financial Advisors, Ltd. | 114 | $8.58K | 0.00% | +114 | New |
| Retiremitten Financial LLC | 125 | $9.38K | 0.00% | +125 | New |
| Federation des caisses Desjardins du Quebec | 150 | $11.3K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 195 | $14.7K | 0.00% | −50−20.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 200 | $15.1K | 0.00% | 00.0% | Unchanged |
| PlanVest Financial, Inc | 226 | $16.9K | 0.01% | +226 | New |
| Rockefeller Capital Management L.P. | 228 | $17.2K | 0.00% | −13−5.4% | Reduced |
| Tower Research Capital LLC (TRC) | 231 | $17.4K | 0.00% | −83−26.4% | Reduced |
| CWM, LLC | 248 | $18.6K | 0.00% | +3+1.2% | Added |
| Allworth Financial LP | 386 | $28.9K | 0.00% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 427 | $32.2K | 0.02% | 00.0% | Unchanged |
| American National Bank | 483 | $36.4K | 0.00% | −1,000−67.4% | Reduced |
| WealthCollab, LLC | 501 | $37.6K | 0.02% | +64+14.6% | Added |
| Huntington National Bank | 500 | $37.7K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 600 | $45.0K | 0.02% | 00.0% | Unchanged |
| Citigroup Inc | 606 | $45.7K | 0.00% | −1,449−70.5% | Reduced |
| SHP Wealth Management | 821 | $61.8K | 0.00% | +10+1.2% | Added |
| Farther Finance Advisors, LLC | 865 | $63.1K | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 1,000 | $75.0K | 0.02% | 00.0% | Unchanged |
| US Bancorp | 1,000 | $75.3K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 1,000 | $75.3K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,040 | $78.4K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,282 | $96.6K | 0.00% | +456+55.2% | Added |
| Rossby Financial, LCC | 1,337 | $97.7K | 0.02% | +1,337 | New |
| BankPlus Trust Department | 1,360 | $102.5K | 0.03% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,437 | $108.9K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 1,500 | $113.0K | 0.00% | +1,500 | New |
| Geneos Wealth Management Inc. | 1,777 | $133.3K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 2,168 | $163.0K | 0.00% | −121−5.3% | Reduced |
| Fairfield, Bush & Co. | 2,676 | $201.1K | 0.11% | +2,676 | New |
| SFMG, LLC | 2,700 | $203.2K | 0.01% | +2,700 | New |
| Artesa Financial Group, LLC | 2,847 | $213.5K | 0.20% | +2,847 | New |
| Azzad Asset Management Inc | 2,959 | $222.9K | 0.02% | +2,959 | New |
| Bokf, NA | 3,000 | $226.0K | 0.00% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 3,000 | $226.0K | 0.00% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 3,058 | $230.4K | 0.00% | +3,058 | New |
| The PNC Financial Services Group, Inc. | 3,324 | $250.4K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 3,387 | $255.0K | 0.00% | −167−4.7% | Reduced |
| Ackerman Capital Advisors, LLC | 3,417 | $256.3K | 0.05% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 3,500 | $262.5K | 0.13% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 3,494 | $263.2K | 0.00% | −1,189−25.4% | Reduced |
| Pinnacle Financial Partners, Inc. | 3,506 | $264.1K | 0.00% | +3,506 | New |
| Regions Financial Corp | 3,539 | $266.6K | 0.00% | −280−7.3% | Reduced |
| Pathstone Holdings, LLC | 3,617 | $272.5K | 0.00% | 00.0% | Unchanged |
| Oxbow Advisors, LLC | 3,768 | $282.6K | 0.02% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 3,911 | $293.3K | 0.01% | +29+0.7% | Added |
| Ameriprise Financial Inc | 3,982 | $300.0K | 0.00% | −2,963−42.7% | Reduced |
| Titleist Asset Management, LLC | 4,190 | $315.7K | 0.02% | +34+0.8% | Added |
| Voleon Capital Management LP | 4,395 | $331.1K | 0.01% | −1,927−30.5% | Reduced |
| Argent Trust Co | 4,493 | $338.5K | 0.01% | 00.0% | Unchanged |
| Chilton Investment Co LLC | 4,533 | $341.5K | 0.01% | 00.0% | Unchanged |
| Wells Fargo & Company | 4,683 | $352.9K | 0.00% | +1,137+32.1% | Added |
| HighTower Advisors, LLC | 4,816 | $362.5K | 0.00% | +46+1.0% | Added |
| Sunbelt Securities, Inc. | 5,000 | $376.7K | 0.02% | 00.0% | Unchanged |
| Beacon Financial Group | 5,255 | $394.1K | 0.04% | 00.0% | Unchanged |
| Tyche Wealth Partners LLC | 5,260 | $396.3K | 0.06% | +502+10.6% | Added |
| Hilltop Holdings Inc. | 5,300 | $399.3K | 0.04% | −37−0.7% | Reduced |
| State of Tennessee, Treasury Department | 5,345 | $402.7K | 0.00% | +2,794+109.5% | Added |
| Westwood Holdings Group Inc. | 5,377 | $403.3K | 0.00% | +14+0.3% | Added |
| Custos Family Office, LLC | 5,564 | $419.2K | 0.29% | 00.0% | Unchanged |
| State of Wyoming | 5,807 | $437.5K | 0.05% | +3,132+117.1% | Added |
| State Street Corp | 5,901 | $444.6K | 0.00% | −1,239−17.4% | Reduced |
| Savant Capital, LLC | 5,982 | $448.6K | 0.00% | −5,982−50.0% | Reduced |
| Holderness Investments Co | 6,000 | $450.0K | 0.09% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 6,221 | $468.7K | 0.00% | +1,983+46.8% | Added |
| Cetera Investment Advisers | 6,757 | $509.1K | 0.00% | +254+3.9% | Added |
| Private Trust Co NA | 6,800 | $512.3K | 0.05% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 6,850 | $516.1K | 0.00% | +6,850 | New |
| Adviser Investments LLC | 6,869 | $517.5K | 0.01% | 00.0% | Unchanged |
| Colony Group, LLC | 7,032 | $527.4K | 0.00% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 7,300 | $550.0K | 0.01% | 00.0% | Unchanged |
| Brown Advisory Inc | 7,600 | $572.6K | 0.00% | −1,500−16.5% | Reduced |
| Envestnet Asset Management Inc | 7,682 | $578.8K | 0.00% | +2,354+44.2% | Added |
| Wiley Bros.-Aintree Capital, LLC | 8,171 | $585.3K | 0.00% | −5,857−41.8% | Reduced |
| Canada Pension Plan Investment Board | 8,000 | $602.7K | 0.00% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 8,080 | $608.7K | 0.01% | +8,080 | New |
| Fielder Capital Group LLC | 8,497 | $640.2K | 0.14% | −1,080−11.3% | Reduced |
| Summit Trail Advisors, LLC | 8,500 | $640.4K | 0.01% | 00.0% | Unchanged |
| DGS Capital Management, LLC | 8,582 | $643.7K | 0.11% | +3,685+75.3% | Added |
| Verdence Capital Advisors LLC | 9,000 | $678.1K | 0.04% | −500−5.3% | Reduced |
| M.E. Allison & Co., Inc. | 9,020 | $679.6K | 0.45% | −25−0.3% | Reduced |
| Essex Financial Services, Inc. | 9,237 | $695.9K | 0.04% | +14+0.2% | Added |
| Burford Brothers, Inc. | 10,000 | $750.0K | 0.31% | 00.0% | Unchanged |
| Franklin Street Advisors Inc | 10,081 | $759.5K | 0.05% | 00.0% | Unchanged |
| Monticello Wealth Management, LLC | 10,267 | $772.8K | 0.05% | +4,359+73.8% | Added |