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 |
|---|---|---|---|---|---|
| Arrowstreet Capital, Limited Partnership | 10,268 | $773.6K | 0.00% | +10,268 | New |
| Exencial Wealth Advisors, LLC | 10,357 | $776.8K | 0.02% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 10,600 | $795.0K | 0.02% | 00.0% | Unchanged |
| DWR Wealth Management, LLC | 10,466 | $797.6K | 0.69% | 00.0% | Unchanged |
| GK Wealth Management LLC | 10,466 | $797.6K | 0.69% | +10,466 | New |
| Advisory Services Network, LLC | 10,809 | $814.3K | 0.01% | +40.0% | Added |
| Independent Financial Group, LLC | 11,004 | $829.0K | 0.02% | +1,007+10.1% | Added |
| Advisor Group Holdings, Inc. | 11,296 | $851.1K | 0.00% | +129+1.2% | Added |
| Motco | 11,600 | $873.9K | 0.08% | 00.0% | Unchanged |
| BlackRock, Inc. | 11,618 | $875.3K | 0.00% | +5,678+95.6% | Added |
| Rahlfs Capital, LLC | 11,985 | $901.5K | 0.66% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 12,151 | $911.7K | 0.01% | −50−0.4% | Reduced |
| AMG National Trust Bank | 12,680 | $953.1K | 0.02% | 00.0% | Unchanged |
| Sendero Wealth Management, LLC | 12,927 | $973.9K | 0.11% | 00.0% | Unchanged |
| McDaniel Terry & Co | 14,000 | $1.05M | 0.09% | +7,000+100.0% | Added |
| Moors & Cabot, Inc. | 14,595 | $1.10M | 0.05% | −119−0.8% | Reduced |
| PFG Advisors | 14,846 | $1.11M | 0.05% | 00.0% | Unchanged |
| Raymond James Financial Inc | 14,888 | $1.12M | 0.00% | −532−3.5% | Reduced |
| Mercer Global Advisors Inc | 14,934 | $1.12M | 0.00% | −91−0.6% | Reduced |
| Stifel Financial Corp | 15,423 | $1.16M | 0.00% | −120−0.8% | Reduced |
| JPMorgan Chase & Co | 16,122 | $1.23M | 0.00% | −13,305−45.2% | Reduced |
| Lazard Asset Management LLC | 17,289 | $1.30M | 0.00% | +1,542+9.8% | Added |
| HRT Financial LP | 17,724 | $1.33M | 0.00% | −2,789−13.6% | Reduced |
| Creative Planning | 17,834 | $1.34M | 0.00% | +115+0.6% | Added |
| VeraBank, N.A. | 19,752 | $1.49M | 0.27% | −4,272−17.8% | Reduced |
| BWM Planning, LLC | 21,552 | $1.62M | 0.43% | 00.0% | Unchanged |
| Clare Market Investments LLC | 21,825 | $1.64M | 0.34% | +21,825 | New |
| UBS Group AG | 21,894 | $1.65M | 0.00% | +4,056+22.7% | Added |
| Peapack Gladstone Financial Corp | 23,055 | $1.74M | 0.02% | −194−0.8% | Reduced |
| Greenfield Seitz Capital Management, LLC | 23,100 | $1.74M | 0.52% | 00.0% | Unchanged |
| Mraz, Amerine & Associates, Inc. | 23,325 | $1.75M | 0.26% | −375−1.6% | Reduced |
| Concurrent Investment Advisors, LLC | 23,481 | $1.76M | 0.02% | −291−1.2% | Reduced |
| Ronald Blue Trust, Inc. | 25,055 | $1.89M | 0.02% | +3,297+15.2% | Added |
| Qube Research & Technologies Ltd | 25,058 | $1.89M | 0.00% | +3,950+18.7% | Added |
| Bank of America Corp | 25,333 | $1.91M | 0.00% | −11,438−31.1% | Reduced |
| Significant Wealth Partners LLC | 26,210 | $1.97M | 2.42% | +26,210 | New |
| LPL Financial LLC | 26,819 | $2.02M | 0.00% | +1,778+7.1% | Added |
| Capital Analysts, LLC | 30,640 | $2.31M | 0.06% | +210+0.7% | Added |
| Chilton Capital Management LLC | 31,096 | $2.33M | 0.08% | −917−2.9% | Reduced |
| SCS Capital Management LLC | 31,115 | $2.34M | 0.02% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 31,516 | $2.37M | 0.00% | −733−2.3% | Reduced |
| Citadel Advisors LLC | 34,795 | $2.62M | 0.00% | −4,092−10.5% | Reduced |
| Moody National Bank Trust Division | 35,185 | $2.65M | 0.25% | 00.0% | Unchanged |
| Uniplan Investment Counsel, Inc. | 39,145 | $2.95M | 0.30% | +10,099+34.8% | Added |
| Two Sigma Investments, LP | 49,361 | $3.72M | 0.00% | +23,983+94.5% | Added |
| Marshall Wace, LLP | 58,843 | $4.43M | 0.00% | +58,843 | New |
| Howard Financial Services, Ltd. | 68,082 | $5.11M | 0.58% | +70+0.1% | Added |
| Fayez Sarofim & Co | 81,346 | $6.13M | 0.02% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 106,639 | $8.03M | 0.19% | +106,639 | New |
| Horizon Kinetics Asset Management LLC | 111,150 | $8.37M | 0.09% | +1,663+1.5% | Added |
| Morgan Stanley | 135,264 | $10.2M | 0.00% | +7,805+6.1% | Added |
| King Luther Capital Management Corp | 143,555 | $10.8M | 0.05% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 178,301 | $13.4M | 0.22% | +19,692+12.4% | Added |
| Beacon Pointe Advisors, LLC | 221,967 | $16.6M | 0.09% | +135,578+156.9% | Added |
| Americana Partners, LLC | 278,281 | $20.9M | 0.54% | +8,348+3.1% | Added |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −8,800−100.0% | Sold out |
| TrueMark Investments, LLC | 0 | $0 | 0.00% | −6,050−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −5,888−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −4,394−100.0% | Sold out |
| Wealth Enhancement Advisory Services, LLC | 0 | $0 | 0.00% | −4,170−100.0% | Sold out |
| PFG Investments, LLC | 0 | $0 | 0.00% | −4,045−100.0% | Sold out |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −3,797−100.0% | Sold out |
| Rhodes Investment Advisors Inc | 0 | $0 | 0.00% | −2,955−100.0% | Sold out |
| Tucker Asset Management LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Garton & Associates Financial Advisors LLC | 0 | $0 | 0.00% | −974−100.0% | Sold out |
| Essential Partners LLC | 0 | $0 | 0.00% | −82−100.0% | Sold out |
| Flagship Harbor Advisors, LLC | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Comerica Bank | – | – | – | – | Not filed |