Q2 2025 13F Holders as of 6/30/2025
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Type / Class
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Equity / COM
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Number of holders
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112
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Total 13F shares, excl. options
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15.2M
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Shares change
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-406K
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Total reported value, excl. options
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$268M
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Value change
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-$6.91M
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Number of buys
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51
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Number of sells
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-36
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Price
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$17.68
Significant Holders of SRH Total Return Fund, Inc. - COM (STEW) as of Q2 2025
118 filings reported holding STEW - SRH Total Return Fund, Inc. - COM as of Q2 2025.
SRH Total Return Fund, Inc. - COM (STEW) has 112 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 15.2M shares
.
Largest 10 shareholders include MORGAN STANLEY (2.43M shares), JP Wealth Management, Inc. (1.29M shares), Bulldog Investors, LLP (1.12M shares), Pathstone Holdings, LLC (969K shares), 1607 Capital Partners, LLC (774K shares), Allspring Global Investments Holdings, LLC (613K shares), CSS LLC/IL (462K shares), GatePass Capital, LLC (437K shares), B. Riley Wealth Advisors, Inc. (402K shares), and Karpus Management, Inc. (373K shares).
This table shows the top 112 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.