SABINE ROYALTY TRUST - UNIT BEN INT (SBR)

CUSIP: 785688102

Q2 2025 13F Holders as of 30 Jun 2025

Share change
+59,045
SEC-reported price per share
$66.68
Number of holders
134
Value change
+$3,921,619
Number of buys
47
Number of sells
38

Security key

785688102

Report period

Q2 2025

Institutions

134

Top holders

10

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
31 Mar 2025
13F Highest disclosed value: $15,273,301 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 $15.27M.

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 $15.27M
Beacon Pointe Advisors, LLC $13.05M
KING LUTHER CAPITAL MANAGEMENT CORP $9.72M
HORIZON KINETICS ASSET MANAGEMENT... $8.01M
HOWARD FINANCIAL SERVICES, LTD. $5.22M

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
13F
class O/S missing
$15,273,301
225,636 shares
31 Mar 2025
Beacon Pointe Advisors, LLC
13F
Company
13F
class O/S missing
$13,050,222
193,451 shares
31 Mar 2025
KING LUTHER CAPITAL MANAGEMENT CORP
13F
Company
13F
class O/S missing
$9,717,238
143,555 shares
31 Mar 2025
HORIZON KINETICS ASSET MANAGEMENT LLC
13F
Company
13F
class O/S missing
$8,006,465
118,281 shares
31 Mar 2025
HOWARD FINANCIAL SERVICES, LTD.
13F
Company
13F
class O/S missing
$5,223,627
77,433 shares
31 Mar 2025
MORGAN STANLEY
13F
Company
13F
class O/S missing
$4,815,074
71,134 shares
31 Mar 2025
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 Q2 2025

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions
134
Shares
1,966,100
Rows available
134
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 Q2 2025 vs Q1 2026 Across Filers

Q1 2026 holders
153
Q2 2025 holders
134
Holder diff
-19
Investor Q1 2026 Shares Q2 2025 Shares Share Diff Share Chg % Q1 2026 value Q2 2025 value Value change Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
We use cookies and similar technologies to provide certain features, enhance the user experience and, if you allow them, measure engagement and deliver advertising. Analytics and marketing storage stay off until you grant consent. By clicking on "Agree and continue", you declare your consent to the use of the selected optional cookies. Manage preferences to update or revoke optional consent for future visits. For more information, see our Privacy Policy .