Comparable stake leader
MORGAN STANLEY
SEC ownership of SRH Total Return Fund, Inc.
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0000102426.
Disclosed value leader
MORGAN STANLEY
Comparable rows
0/50
Latest evidence
31 Mar 2026
- Public ticker
- STEW on NYSE
- Parsed ownership sources
-
13F and 3/4/5
Source: Parsed SEC ownership filingsUse: Compare filing families carefully
- Largest SEC-reported holder
-
MORGAN STANLEY
Ranking: Comparable ownership first, then disclosed value
- Latest parsed ownership date
-
31 Mar 2026
Freshness: Most recent filing date in this holder set
- Issuer CIK
- 0000102426
- Issuer location
- Denver, CO
Ownership snapshot
CIK-linked ownership evidence from parsed SEC filings.
1 signal
Issuer
Names, identifiers, and filing context for this profile.
2 identity fields
Ownership snapshot
Top shareholders of SRH Total Return Fund, Inc. (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
MORGAN STANLEY
Disclosed value leader
MORGAN STANLEY
Comparable rows
0/50
Latest evidence
31 Mar 2026
13F
3/4/5
Highest disclosed value: $37,049,733
50 rows are not safely comparable across share classes.
Showing 1-8 of 50 holder rows.
Quick read
MORGAN STANLEY has the largest disclosed position value at $37.05M.
0 of 50 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 MORGAN STANLEY's linked filing trail.
Disclosed position value
Top 5
MORGAN STANLEY
$37.05M
JP Wealth Management, Inc.
$26.6M
Bulldog Investors, LLP
$22.02M
Pathstone Holdings, LLC
$15.56M
1607 Capital Partners, LLC
$15.15M
Value bars compare disclosed positions; verify each figure against the linked filing evidence.
Detailed SEC evidence table Showing 1-8 of 50 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| MORGAN STANLEY |
13F
Company
|
—
class O/S missing
|
$37,049,733
2,166,650 shares
|
— | 31 Mar 2026 |
| JP Wealth Management, Inc. |
13F
Company
|
—
class O/S missing
|
$26,602,385
1,555,695 shares
|
— | 31 Mar 2026 |
| Bulldog Investors, LLP |
13F
Company
|
—
class O/S missing
|
$22,017,652
1,287,582 shares
|
— | 31 Mar 2026 |
| Pathstone Holdings, LLC |
13F
Company
|
—
class O/S missing
|
$15,564,878
910,227 shares
|
— | 31 Mar 2026 |
| 1607 Capital Partners, LLC |
13F
Company
|
—
class O/S missing
|
$15,149,249
885,921 shares
|
— | 31 Mar 2026 |
| Allspring Global Investments Holdings, LLC |
13F
Company
|
—
class O/S missing
|
$12,340,095
721,643 shares
|
— | 31 Mar 2026 |
| CSS LLC/IL |
13F
Company
|
—
class O/S missing
|
$7,899,602
461,965 shares
|
— | 31 Mar 2026 |
| GatePass Capital, LLC |
13F
Company
|
—
class O/S missing
|
$7,363,175
430,595 shares
|
— | 31 Mar 2026 |
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.
Forms 3/4/5 flow
Insider trading overview
Net insider flow leans to buying over the last 12 months. Net value: +$99,798.
Buys
$99,798
Insiders: 2
Sells
$0
Insiders: 0
Net
+$99,798
Shares: +5,685
Window
Last 12 months
4 rolling buckets
Buy value
Sell value
Shares: 5,685
Shares: 0
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 5,000 | 0 | $87,650 | $0 | +$87,650 |
| 3-6 | 0 | 0 | $0 | $0 | $0 |
| 6-9 | 0 | 0 | $0 | $0 | $0 |
| 9-12 | 685 | 0 | $12,148 | $0 | +$12,148 |
Reporting owners
Insider holders from Forms 3/4/5
Showing 1-12 of 12 reporting-owner rows connected to SRH Total Return Fund, Inc.. Open a relationship link for the CIK-to-CIK filing trail.
Rows
12
Largest Forms 3/4/5 holder
Joel W. Looney
Net 12M change
+$99,798
Latest report
21 May 2026
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Joel W. Looney | Former Director, Former President | $1,318,438 | +$12,148 | +0.93% | Filing P/S | 31 Mar 2026 |
| Jacob E. Hemmer | Director | $175,300 | +$87,650 | +100% | Filing P/S | 21 May 2026 |
| Thomas Jack Moore | Director | $112,464 | Mixed | 30 Nov 2025 | ||
| Stephen C. Miller | Former Director and CLO | Mixed | 31 Aug 2021 | |||
| Jonathan Albro Vickery | Officer of Advisor | Mixed | 22 Nov 2021 | |||
| Jill Kerschen | Treasurer | Mixed | 22 Nov 2021 | |||
| Christopher Moore | Secretary, CCO, Officer of Advisor | Mixed | 22 Nov 2021 | |||
| Paralel Advisors LLC | Investment Adviser | Mixed | 22 Nov 2021 | |||
| May Jeremy O | Officer of Adviser | Mixed | 22 Nov 2021 | |||
| Brenna Fudjack | Chief Compliance Officer | Mixed | 07 Nov 2024 | |||
| SRH Total Return Fund, Inc. | Chief Compliance Officer | Mixed | 07 Nov 2024 | |||
| Shane Kevin Quinlan | Director | Mixed | 02 Aug 2024 |
Recent insider transactions for SRH Total Return Fund, Inc.
Showing up to 300 recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Jacob E. Hemmer | STEW | COMMON STOCK | Purchase | 100% | $87,650 | $17.53 | 5,000 | 10,000 | 21 May 2026 | Jacob E. Hemmer is a beneficiary of the trust, not the trustee of the trust. |
| Joel W. Looney | STEW | COMMON STOCK | Purchase | 0.93% | $12,148 | $17.74 | 685 | 74,308 | 31 Jul 2025 | Direct |
* marks a reported price that did not pass the local price check.