Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / COM
-
Number of holders
-
113
-
Total 13F shares, excl. options
-
15,195,781
-
Shares change
-
-405,781
-
Total reported value, excl. options
-
$268,650,317
-
Value change
-
-$6,907,493
-
Number of buys
-
52
-
Number of sells
-
-36
-
Price
-
$17.68
Significant Holders of SRH Total Return Fund, Inc. - COM (STEW) as of Q2 2025
119 filings reported holding STEW - SRH Total Return Fund, Inc. - COM as of Q2 2025.
SRH Total Return Fund, Inc. - COM (STEW) has 113 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 15,195,781 shares
.
Largest 10 shareholders include MORGAN STANLEY (2,429,592 shares), JP Wealth Management, Inc. (1,286,433 shares), Bulldog Investors, LLP (1,117,582 shares), Pathstone Holdings, LLC (969,356 shares), 1607 Capital Partners, LLC (773,575 shares), Allspring Global Investments Holdings, LLC (612,949 shares), CSS LLC/IL (461,785 shares), GatePass Capital, LLC (437,310 shares), B. Riley Wealth Advisors, Inc. (401,868 shares), and Karpus Management, Inc. (372,566 shares).
This table shows the top 113 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.