Sitio Royalties Corp.
STRDelisted Aug 21, 2025- Industry
- Crude Petroleum & Natural Gas
- SEC CIK
- 0001949543
Sitio Royalties Corp. was delisted on Aug 21, 2025; its insiders filed their last Form 4 on Aug 21, 2025; 234 institutions reported holding it in 13F filings for Q2 2025, worth $2.15B in total; Oaktree Capital was the only superinvestor holding it.
13F holders, Q1 2025
Institutional positions in Sitio Royalties Corp. as of Mar 31, 2025. 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
- 233
- +5 vs. Q4 2024
- Shares held
- 119.5M
- +230.7K (+0.2%) vs. Q4 2024
- Total value
- $2.37B
- +$80.2M (+3.5%) vs. Q4 2024
- New holders
- 36
- 87 more added
- Sold out
- 31
- 82 more reduced
5 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting STR 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 | 0 | $0 |
| Q1 2026 | 0 | $0 |
| Q4 2025 | 0 | $0 |
| Q3 2025 | 2 | $5.60K |
| Q2 2025 | 234 | $2.15B |
| Q1 2025 | 233 | $2.37B |
| Q4 2024 | 233 | $2.31B |
| Q3 2024 | 211 | $2.50B |
| Q2 2024 | 204 | $2.90B |
| Q1 2024 | 215 | $3.04B |
| Q4 2023 | 191 | $2.87B |
| Q3 2023 | 196 | $2.83B |
| Q2 2023 | 197 | $3.04B |
| Q1 2023 | 188 | $2.53B |
| Q4 2022 | 221 | $3.21B |
| Q3 2022 | 100 | $1.27B |
| Q2 2022 | 99 | $1.02B |
| Q1 2022 | 0 | $0 |
| Q4 2021 | 0 | $0 |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q1 2025
Shares, value and share of portfolio for each institution holding Sitio Royalties Corp.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Rise Advisors, LLC | 621 | $12.3K | 0.01% | +621 | New |
| GWM Advisors LLC | 589 | $11.7K | 0.00% | +252+74.8% | Added |
| EverSource Wealth Advisors, LLC | 584 | $11.6K | 0.00% | +430+279.2% | Added |
| Advisor Group Holdings, Inc. | 438 | $8.71K | 0.00% | +336+329.4% | Added |
| GAMMA Investing LLC | 368 | $7.31K | 0.00% | +103+38.9% | Added |
| Harbor Capital Advisors, Inc. | 350 | $7.00K | 0.00% | +350 | New |
| Rothschild Investment LLC | 345 | $6.86K | 0.00% | +230+200.0% | Added |
| Costello Asset Management, INC | 296 | $5.88K | 0.00% | +296 | New |
| Eq Wealth Advisors, LLC | 284 | $5.64K | 0.00% | +284 | New |
| Geneos Wealth Management Inc. | 265 | $5.27K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 232 | $4.64K | 0.00% | +1+0.4% | Added |
| Coldstream Capital Management Inc | 195 | $3.88K | 0.00% | +195 | New |
| Allworth Financial LP | 211 | $3.62K | 0.00% | +108+104.9% | Added |
| Private Wealth Management Group, LLC | 127 | $2.52K | 0.00% | +105+477.3% | Added |
| Versant Capital Management, Inc | 117 | $2.33K | 0.00% | +67+134.0% | Added |
| Larson Financial Group LLC | 117 | $2.33K | 0.00% | +117 | New |
| Peoples Bank | 100 | $1.99K | 0.00% | 00.0% | Unchanged |
| Natixis | 68 | $1.36K | 0.00% | −13,300−99.5% | Reduced |
| Archer Investment Corp | 53 | $1.06K | 0.00% | +1+1.9% | Added |
| Bessemer Group Inc | 32 | $1.00K | 0.00% | +32 | New |
| Bell Investment Advisors, Inc | 25 | $497 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 25 | $497 | 0.00% | +25 | New |
| IFP Advisors, Inc | 22 | $437 | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 15 | $298 | 0.00% | −14−48.3% | Reduced |
| Boston Private Wealth LLC | 13 | $258 | 0.00% | +13 | New |
| SJS Investment Consulting Inc. | 9 | $179 | 0.00% | +6+200.0% | Added |
| Fortitude Family Office, LLC | 6 | $119 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 5 | $99 | 0.00% | +3+150.0% | Added |
| True Wealth Design, LLC | 2 | $40 | 0.00% | +2 | New |
| HFM Investment Advisors, LLC | 1 | $20 | 0.00% | +1 | New |
| Bay Harbor Wealth Management, LLC | 1 | $19 | 0.00% | +1 | New |
| Hemington Wealth Management | 31 | $0 | 0.00% | +28+933.3% | Added |
| Covestor Ltd | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Deprince Race & Zollo Inc | 0 | $0 | 0.00% | −1,339,517−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −207,160−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −49,497−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −45,236−100.0% | Sold out |
| Pathstone Holdings, LLC | 0 | $0 | 0.00% | −31,720−100.0% | Sold out |
| Bryce Point Capital, LLC | 0 | $0 | 0.00% | −29,218−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −29,105−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −22,954−100.0% | Sold out |
| Kingsview Wealth Management, LLC | 0 | $0 | 0.00% | −22,297−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −20,112−100.0% | Sold out |
| Menard Financial Group LLC | 0 | $0 | 0.00% | −16,927−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −16,859−100.0% | Sold out |
| MML Investors Services, LLC | 0 | $0 | 0.00% | −16,433−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −15,251−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −14,407−100.0% | Sold out |
| AlphaCore Capital LLC | 0 | $0 | 0.00% | −12,844−100.0% | Sold out |
| Cambria Investment Management, L.P. | 0 | $0 | 0.00% | −12,644−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −11,764−100.0% | Sold out |
| ClearAlpha Technologies LP | 0 | $0 | 0.00% | −11,741−100.0% | Sold out |
| PharVision Advisers, LLC | 0 | $0 | 0.00% | −11,169−100.0% | Sold out |
| Quantessence Capital LLC | 0 | $0 | 0.00% | −11,000−100.0% | Sold out |
| Cornercap Investment Counsel Inc | 0 | $0 | 0.00% | −10,695−100.0% | Sold out |
| Virtus ETF Advisers LLC | 0 | $0 | 0.00% | −8,124−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −5,246−100.0% | Sold out |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −2,330−100.0% | Sold out |
| R Squared Ltd | 0 | $0 | 0.00% | −1,834−100.0% | Sold out |
| Huntington National Bank | 0 | $0 | 0.00% | −210−100.0% | Sold out |
| Venturi Wealth Management, LLC | 0 | $0 | 0.00% | −138−100.0% | Sold out |
| Concord Wealth Partners | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| WealthTrak Capital Management LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Albion Financial Group | 0 | $0 | 0.00% | 0 | Sold out |
| Nuveen Asset Management, LLC | – | – | – | – | Not filed |
| Legacy Investment Solutions, LLC | – | – | – | – | Not filed |
| Sugarloaf Wealth Management, LLC | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |
| Cassady Schiller Wealth Management, LLC | – | – | – | – | Not filed |