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.
Q3 2024 vs. Q2 2024
How the institutions holding Source Capital changed between Q2 2024 and Q3 2024.
All holders in Q3 2024All holders in Q2 2024
| Measure | Q2 2024 | Q3 2024 | Change |
|---|---|---|---|
| Holders | 50 | 51 | +1 |
| Shares | 1.02M | 1.10M | +80.9K (+8.0%) |
| Value | $44.9M | $48.3M | +$3.41M (+7.6%) |
New holders (3)
Institutions that held Source Capital at the end of Q3 2024 but not at the end of Q2 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Waypoint Wealth Partners Inc. | 7,154 | $318.5K | 0.08% |
| Wolverine Asset Management LLC | 389 | $17.3K | 0.00% |
| The PNC Financial Services Group, Inc. | 50 | $2.23K | 0.00% |
Sold out (2)
Institutions that held Source Capital at the end of Q2 2024 and filed for Q3 2024 without it.
| Institution | Shares, Q2 2024 | Value, Q2 2024 |
|---|---|---|
| Resources Investment Advisors, LLC. | 5,629 | $249.2K |
| Leo Wealth, LLC | 5,262 | $232.9K |