SRH Total Return Fund, Inc. (STEW)
SRH Total Return Fund, Inc. (STEW) is listed on the New York Stock Exchange.
- Listed On
- the New York Stock Exchange
- Market Cap
- $1.7B
About SRH Total Return Fund, Inc.
SRH Total Return Fund, Inc. is a non-diversified closed-end management investment company. The company's investment objective is to seek total returns. Its fund utilizes a bottom-up, value-driven investment process to identify securities of good quality businesses trading below estimated intrinsic value. The Funds are available as an actively-managed closed-end fund, an actively managed ETF and a passively-managed ETF.
Institutional ownership
In 13F filings for the quarter ended June 30, 2026, 127 institutions reported holding STEW, with 19.4 million shares worth $347.1 million in aggregate. The largest reported holder was Atlas Wealth, with 3.5 million shares worth $62.9 million. Of the 5 largest holders listed below, 1 opened a new position in STEW, 3 added shares and 1 reduced its position during the quarter.
| Institution | Shares | Value | Quarter change |
|---|---|---|---|
| Atlas Wealth | 3,511,313 | $63M | New position |
| Morgan Stanley | 2,074,631 | $37M | Reduced 4.25% |
| JP Wealth Management | 1,573,433 | $28M | Added 1.14% |
| Bulldog Investors | 1,347,582 | $24M | Added 4.66% |
| 1607 Capital Partners | 899,421 | $16M | Added 1.52% |
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 STEW?
SRH Total Return Fund, Inc. (STEW) is listed on the New York Stock Exchange.
Who are the largest institutional holders of STEW?
In 13F filings for the quarter ended June 30, 2026, the largest reported holders of STEW were Atlas Wealth, Morgan Stanley and JP Wealth Management.
How many institutions own STEW?
127 institutions reported a position in STEW for the quarter ended June 30, 2026, worth $347.1 million in total.
Did institutions buy or sell STEW last quarter?
Of the 5 largest reported holders, 1 opened a new position in STEW, 3 added shares and 1 reduced its position during the quarter. Every reported holder and its change is on the SentiSense ownership page for STEW.
Every reported institutional holder, plus insider and congressional trades in STEW, on SentiSense.