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.
Q2 2025 vs. Q1 2025
How the institutions holding Source Capital changed between Q1 2025 and Q2 2025.
All holders in Q2 2025All holders in Q1 2025
| Measure | Q1 2025 | Q2 2025 | Change |
|---|---|---|---|
| Holders | 46 | 48 | +2 |
| Shares | 1.29M | 1.41M | +110.6K (+8.5%) |
| Value | $53.7M | $60.9M | +$7.19M (+13.4%) |
New holders (4)
Institutions that held Source Capital at the end of Q2 2025 but not at the end of Q1 2025.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Wiley Bros.-Aintree Capital, LLC | 15,436 | $669.3K | 0.01% |
| Wolverine Asset Management LLC | 13,285 | $576.1K | 0.01% |
| Readystate Asset Management LP | 5,318 | $230.6K | 0.01% |
| Principal Securities, Inc. | 116 | $5.03K | 0.00% |
Sold out (2)
Institutions that held Source Capital at the end of Q1 2025 and filed for Q2 2025 without it.
| Institution | Shares, Q1 2025 | Value, Q1 2025 |
|---|---|---|
| Capital Investment Counsel, Inc | 10,018 | $415.8K |
| Mather Group, LLC. | 174 | $7.21K |