Source Capital (SOR)
Source Capital (SOR) is listed on the New York Stock Exchange, where it has traded since September 18, 1980.
- Listed On
- the New York Stock Exchange
- Listed Since
- September 18, 1980
- Market Cap
- $374M
About Source Capital
Source Capital Inc is a diversified, closed-end management investment company. The investment objective of the company is to seek maximum total return for Common shareholders from both capital appreciation and investment income to the extent consistent with the protection of invested capital.
Institutional ownership
In 13F filings for the quarter ended June 30, 2026, 55 institutions reported holding SOR, with 1.6 million shares worth $72.7 million in aggregate. The largest reported holder was Dkm Wealth Management, with 313,096 shares worth $14.4 million. Of the 5 largest holders listed below, 4 added shares and 1 reduced its position during the quarter.
| Institution | Shares | Value | Quarter change |
|---|---|---|---|
| Dkm Wealth Management | 313,096 | $14M | Added 3.86% |
| D.a. Davidson & | 166,920 | $8M | Reduced 1.4% |
| Shaker Financial Services | 153,966 | $7M | Added 409.74% |
| Diversified Management | 121,285 | $6M | Added 2.81% |
| Hara Capital | 99,565 | $5M | Added 53.79% |
Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.
Frequently asked questions
What is SOR?
Source Capital (SOR) is listed on the New York Stock Exchange, where it has traded since September 18, 1980.
Who are the largest institutional holders of SOR?
In 13F filings for the quarter ended June 30, 2026, the largest reported holders of SOR were Dkm Wealth Management, D.a. Davidson & and Shaker Financial Services.
How many institutions own SOR?
55 institutions reported a position in SOR for the quarter ended June 30, 2026, worth $72.7 million in total.
Did institutions buy or sell SOR last quarter?
Of the 5 largest reported holders, 4 added shares and 1 reduced its position during the quarter. Every reported holder and its change is on the SentiSense ownership page for SOR.
Every reported institutional holder, plus insider and congressional trades in SOR, on SentiSense.