Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / COM SHS OF BEN I
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Number of holders
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46
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Total 13F shares, excl. options
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1.4M
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Shares change
-
+120K
-
Total reported value, excl. options
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$60.6M
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Value change
-
+$5.22M
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Number of buys
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22
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Number of sells
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-12
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Price
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$43.36
Significant Holders of SOURCE CAPITAL /DE/ - COM SHS OF BEN I (SOR) as of Q2 2025
47 filings reported holding SOR - SOURCE CAPITAL /DE/ - COM SHS OF BEN I as of Q2 2025.
SOURCE CAPITAL /DE/ - COM SHS OF BEN I (SOR) has 46 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1.4M shares
.
Largest 10 shareholders include DKM Wealth Management, Inc. (281K shares), D.A. DAVIDSON & CO. (172K shares), Hara Capital LLC (108K shares), MORGAN STANLEY (81.6K shares), Mesirow Financial Investment Management, Inc. (77.2K shares), FIRST TRUST ADVISORS LP (69.2K shares), Shaker Financial Services, LLC (60.9K shares), WELLS FARGO & COMPANY/MN (55.2K shares), Chemistry Wealth Management LLC (48.9K shares), and RAYMOND JAMES FINANCIAL INC (46K shares).
This table shows the top 46 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.