Entity type
Company
Filer Snapshot
SANDERS MORRIS HARRIS LLC
CIK 0001053994. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.
Total filings
57
Latest filing
24 Jul 2026
Industry
n/a
Filing-backed research brief
Start with the SEC data that changes for this CIK
Latest signal: 13F-HR for Q2 2026. Each card links back to the PortfolioSavvy page where the filing evidence is closest.
Latest 13F portfolio
$172.41M
75 holdings for Q2 2026
Open portfolioLargest parsed holding
MSIF
$26.19M reported value
Open holding13D/G large stake
MSIF
17 Jul 2026 · 5.1% ownership
Open 13D/GInsider / owner context
—
No parsed Forms 3/4/5 owner position for this CIK.
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Source: SEC Schedule 13D/G
View source filing
SCHEDULE 13G filed on 24 Jul 2026 for CIK 0001053994.
- Parsed SEC ownership signals
-
Parsed SEC ownership coverage
These bars compare filing-backed value available in each disclosure family. Read them as separate lenses, not as one combined ownership total.
13F portfolio$172.41MQuarterly institutional holdings reported on Form 13F; not total AUM.
Latest reported 13F value
13F$172.41MReported market value from the latest parsed Form 13F information table; this is not total assets under management.
Source: SEC Form 13FScope: U.S.-listed equity holdingsLargest 13F holdings
13FMSIF CSWC AAPL BX XOM+15 more
MAIN LLY PM NVDA RKLB MO TSLA JPM AMD CFR CAT CVX MSFT T RSVRLargest symbols in the latest parsed Form 13F information table.
Freshness: Latest parsed 13F periodLargest 13F holdings
Largest symbols in the latest parsed Form 13F information table.
MSIF CSWC AAPL BX XOM MAIN LLY PM+12 more
NVDA RKLB MO TSLA JPM AMD CFR CAT CVX MSFT T RSVRLargest active 13G stakes
Passive or institutional large-stake positions disclosed in parsed Schedule 13G filings.
MSIFHow to read these SEC ownership signals
- Read each filing family separately: Form 13F, Schedules 13D/G, and Forms 3/4/5 answer different SEC disclosure questions and should not be blended into one ownership total.
- Use 13F values for visible U.S.-listed equity portfolios, 13D/G rows for large beneficial-owner stakes, and Forms 3/4/5 rows for reporting-owner positions and transactions.
- Open the linked research path when you need the filing, CIK, issuer, CUSIP, date, or source trail behind a value.
- Business address
- 600 Travis Street, Ste 5900, Houston, TX
- Former names on EDGAR
- SANDERS MORRIS HARRIS INC. (to 20 Apr 2017), SMH CAPITAL INC. (to 15 Feb 2011), SANDERS MORRIS HARRIS INC/FA (to 13 Feb 2008), SANDERS MORRIS MUNDY INC /FA (to 12 Jul 1999)
Ownership signals
CIK-linked ownership evidence from parsed SEC filings.
1 signal
At a glance
Names, identifiers, and filing context for this profile.
1 identity field
EDGAR profile Static EDGAR fields kept behind disclosure so the main profile stays readable. 1 profile field available
Filer intelligence
What SEC filings say about SANDERS MORRIS HARRIS LLC
A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.
Quick read
- Latest parsed 13F shows $172.41M across 75 reported holdings for Q2 2026.
- Largest parsed 13F holding: MSIF at $26.19M.
- 1 recent 13D/G stake row found; top row is MSIF at 5.1% ownership.
SEC source mix
Counts show available parsed rows, not one combined ownership total.
Top parsed 13F holdings
Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.
Top 5 concentration
50%
Share of latest parsed 13F value represented by the visible holdings below.
Top 5 reported value
$86.21M
Compared with $172.41M total 13F value.
Top 5 net change
-$28.15M
Position-value change inside the visible top holdings only.
13F concentration map
A simple visual split of the latest parsed 13F portfolio.
Largest add: MSIF · Largest trim: QQQ
MSIF
CSWC
AAPL
BX
XOM
Other holdings
13D/G large-stake context
MSIF
17 Jul 2026 · Common
Latest update
What changed recently for SANDERS MORRIS HARRIS LLC
Latest Schedule 13D/G period: 17 Jul 2026. Open the source-backed page to inspect the fresh filing or facts context.
Update date
24 Jul 2026
Page type
Filer profile
Latest period
17 Jul 2026
Schedule 13D/G context is visible from filings filed on 24 Jul 2026.
Benchmark Context
Benchmark context for this company
SANDERS MORRIS HARRIS LLC has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.
Compared with
Start on the facts page for period-to-period context, then open a metric ranking when you want to compare the same reported fact across other SEC-reporting companies.
Why this is notable
Latest Schedule 13D/G period: 17 Jul 2026. That gives you a fresh baseline before you compare this company with peers.
- Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
- Open the facts page first if you want the cleanest path to verification.
Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.
SEC filing record
CIK 0001053994 filing coverage
Start with this filing record, then use the linked ownership pages when parsed 13F, 13D/G, Forms 3/4/5, or facts data exists for this CIK.
SEC filings
57
First seen
12 Feb 2014
Latest filing
24 Jul 2026
Entity
Company
Observed form types
13F-HR
13F-HR/A
13F-NT
SCHEDULE 13G
Latest Filings
Showing the latest 12 of 57 SEC filings for SANDERS MORRIS HARRIS LLC.
SCHEDULE 13G
SCHEDULE 13G filing
- Filing date
- 24 Jul 2026
- Reporting date
- Not listed
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 07 Jul 2026
- Reporting date
- 30 Jun 2026
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 09 Apr 2026
- Reporting date
- 31 Mar 2026
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 08 Jan 2026
- Reporting date
- 31 Dec 2025
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 07 Oct 2025
- Reporting date
- 30 Sep 2025
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 30 Jul 2025
- Reporting date
- 30 Jun 2025
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 09 Apr 2025
- Reporting date
- 31 Mar 2025
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 15 Jan 2025
- Reporting date
- 31 Dec 2024
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 09 Oct 2024
- Reporting date
- 30 Sep 2024
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 12 Jul 2024
- Reporting date
- 30 Jun 2024
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 11 Apr 2024
- Reporting date
- 31 Mar 2024
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 10 Jan 2024
- Reporting date
- 31 Dec 2023
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing