Latest Period
Q1 2026
Security Snapshot
SOURCE CAPITAL /DE/ - COM SHS OF BEN I (SOR) Institutional Ownership
CUSIP: 836144303
13F Institutional Holders and Ownership History from Q1 2025 to Q1 2026
Institutions Reporting
56
Shares (Excl. Options)
1,478,670
Price
$46.32
Save this security page for your next review
Keep this CUSIP in your watchlists so you can revisit quarter changes from one place. If you create an account from here, we will bring you back after verification.
- Security type / class
- Equity / COM SHS OF BEN I
- Symbol
- SOR on NYSE
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 1,478,670
- Total 13F value
- $68,481,937
- Portfolio coverage rank
- 0%
- Share change
- +12,602
- Value change
- +$616,247
- Number of holders
- 56
- SEC-reported price per share
- $46.25
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
1 identity field
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- SOR - SOURCE CAPITAL /DE/ - COM SHS OF BEN I is tracked under CUSIP 836144303.
- 56 institutions reported positions in Q1 2026.
- Schedule 13D/13G significant owner rows are not currently available.
Change
- Holder count moved from 59 to 56 between Q4 2025 and Q1 2026.
- SEC-reported value moved from $66,942,404 to $68,481,937.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 56 institutions filings for Q1 2026.
Security key
836144303
Latest holder period
Q1 2026
13F holders
56
13D/G owners
0
CIK / CUSIP context first
Open Q1 2026 holders
SOR full holder history
SOURCE CAPITAL /DE/ SEC filings
SOURCE CAPITAL /DE/ insider transactions
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 836144303:
As of 31 Mar 2026, 56 institutional investors reported holding 1,478,670 shares of SOURCE CAPITAL /DE/ - COM SHS OF BEN I (SOR).
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
5
Latest
Q1 2026
Rows shown
1-5 of 5
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 1,478,670 | $68,481,937 | +$616,247 | $46.32 | 56 |
| 2025 Q4 | 1,462,831 | $66,942,404 | -$1,755,764 | $45.76 | 59 |
| 2025 Q3 | 1,346,800 | $60,629,854 | -$1,936,778 | $45.02 | 51 |
| 2025 Q2 | 1,397,738 | $60,609,800 | +$5,224,454 | $43.36 | 46 |
| 2025 Q1 | 1,277,261 | $53,017,892 | +$53,017,880 | $41.51 | 43 |