SOURCE CAPITAL /DE/ - COM SHS OF BEN I (SOR) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2025 to Q4 2025

Type / Class
Equity / COM SHS OF BEN I
Symbol
SOR on NYSE
Price per share
$48.00
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
1,346,800
Total reported value
$60,629,854
% of total 13F portfolios
0%
Share change
-43,784
Value change
-$1,936,777
Number of holders
51
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

As of 30 Sep 2025, 51 institutional investors reported holding 1,346,800 shares of SOURCE CAPITAL /DE/ - COM SHS OF BEN I (SOR).

Institutional Holders of SOURCE CAPITAL /DE/ - COM SHS OF BEN I (SOR) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 954,828 $43,695,405 -$1,831,056 $45.76 31
2025 Q3 1,346,800 $60,629,854 -$1,936,777 $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 +$53,017,878 $41.51 43