Q3 2025 13F Holders as of 30 Sep 2025
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Type / Class
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Equity / COM SHS OF BEN I
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Number of holders
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50
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Total 13F shares, excl. options
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1.35M
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Shares change
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-43.6K
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Total reported value, excl. options
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$60.6M
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Value change
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-$1.93M
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Number of buys
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30
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Number of sells
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-18
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Price
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$45.02
Significant Holders of SOURCE CAPITAL /DE/ - COM SHS OF BEN I (SOR) as of Q3 2025
54 filings reported holding SOR - SOURCE CAPITAL /DE/ - COM SHS OF BEN I as of Q3 2025.
SOURCE CAPITAL /DE/ - COM SHS OF BEN I (SOR) has 50 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1.35M shares
.
Largest 10 shareholders include DKM Wealth Management, Inc. (286K shares), D.A. DAVIDSON & CO. (170K shares), Hara Capital LLC (109K shares), MORGAN STANLEY (88.9K shares), Mesirow Financial Investment Management, Inc. (77.3K shares), FIRST TRUST ADVISORS LP (72.9K shares), WELLS FARGO & COMPANY/MN (55.9K shares), RAYMOND JAMES FINANCIAL INC (45.6K shares), Hennion & Walsh Asset Management, Inc. (32.8K shares), and Anchor Investment Management, LLC (31.4K shares).
This table shows the top 50 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.