Source Capital
SOR- Exchange
- NYSE
- SEC CIK
- 0000091847
No open-market purchases or sales by Source Capital insiders were filed in the last 90 days; 57 institutions reported holding it in 13F filings for Q2 2026, worth $75.2M in total; no superinvestor holds it.
Q1 2024 vs. Q4 2023
How the institutions holding Source Capital changed between Q4 2023 and Q1 2024.
All holders in Q1 2024All holders in Q4 2023
| Measure | Q4 2023 | Q1 2024 | Change |
|---|---|---|---|
| Holders | 44 | 45 | +1 |
| Shares | 1.07M | 1.03M | −41.8K (−3.9%) |
| Value | $43.2M | $43.7M | +$490.2K (+1.1%) |
New holders (6)
Institutions that held Source Capital at the end of Q1 2024 but not at the end of Q4 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Private Advisor Group, LLC | 9,807 | $416.7K | 0.00% |
| Landscape Capital Management, L.L.C. | 7,423 | $315.4K | 0.03% |
| EnRich Financial Partners LLC | 630 | $26.8K | 0.01% |
| Beacon Capital Management, LLC | 339 | $14.4K | 0.00% |
| Gilliland Jeter Wealth Management LLC | 172 | $7.31K | 0.00% |
| Mather Group, LLC. | 174 | $7.02K | 0.00% |
Sold out (5)
Institutions that held Source Capital at the end of Q4 2023 and filed for Q1 2024 without it.
| Institution | Shares, Q4 2023 | Value, Q4 2023 |
|---|---|---|
| Baltimore-Washington Financial Advisors, Inc. | 14,955 | $603.8K |
| CNH Partners LLC | 9,778 | $394.8K |
| Susquehanna International Group, LLP | 9,323 | $376.4K |
| Front Street Capital Management, Inc. | 3,038 | $123.0K |
| Spire Wealth Management | 200 | $7.91K |