Security key
785688102
- Security type / class
- Equity / UNIT BEN INT
- Total 13F shares
- 1,822,140
- Total 13F value
- $119,788,006
- Share change
- -75,042
- SEC-reported price per share
- $65.90
- Number of holders
- 120
- Value change
- -$4,832,846
- Number of buys
- 38
- Number of sells
- 42
Report period
Q3 2023
Institutions
120
Top holders
10
SBR full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q3 2025
SABINE ROYALTY TRUST SEC filings
Broader feeds
Reporting periods
Holder history for CUSIP 785688102
Recent filing periods:
Ownership snapshot
Top reported holders of SBR - SABINE ROYALTY TRUST - UNIT BEN INT (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
FAYEZ SAROFIM & CO
Disclosed value leader
FAYEZ SAROFIM & CO
Comparable rows
0/15
Latest evidence
30 Jun 2023
13F
Highest disclosed value: $16,366,176
15 rows are not safely comparable across share classes.
Showing 1-6 of 15 holder rows.
Quick read
FAYEZ SAROFIM & CO has the largest disclosed position value at $16.37M.
0 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens FAYEZ SAROFIM & CO's linked filing trail.
Disclosed position value
Top 5
FAYEZ SAROFIM & CO
$16.37M
KING LUTHER CAPITAL MANAGEMENT CORP
$10.06M
Beacon Pointe Advisors, LLC
$9.55M
MORGAN STANLEY
$5.67M
CHILTON CAPITAL MANAGEMENT LLC
$3.37M
Value bars compare disclosed positions; verify each figure against the linked filing evidence.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| FAYEZ SAROFIM & CO |
13F
Company
|
—
class O/S missing
|
$16,366,176
248,198 shares
|
— | 30 Jun 2023 |
| KING LUTHER CAPITAL MANAGEMENT CORP |
13F
Company
|
—
class O/S missing
|
$10,056,312
152,507 shares
|
— | 30 Jun 2023 |
| Beacon Pointe Advisors, LLC |
13F
Company
|
—
class O/S missing
|
$9,545,541
145,069 shares
|
— | 30 Jun 2023 |
| MORGAN STANLEY |
13F
Company
|
—
class O/S missing
|
$5,671,960
86,016 shares
|
— | 30 Jun 2023 |
| CHILTON CAPITAL MANAGEMENT LLC |
13F
Company
|
—
class O/S missing
|
$3,370,540
51,224 shares
|
— | 30 Jun 2023 |
| BANK OF AMERICA CORP /DE/ |
13F
Company
|
—
class O/S missing
|
$2,938,451
44,563 shares
|
— | 30 Jun 2023 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q3 2023
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
120
Shares
1,822,140
Rows available
120
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.
Compare Q3 2023 vs Q1 2026 Across Filers
Q1 2026 holders
153
Q3 2023 holders
120
Holder diff
-33
| Investor | Q1 2026 Shares | Q3 2023 Shares | Share Diff | Share Chg % | Q1 2026 value | Q3 2023 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend