Who owns STEW?
Institutional ownership of SRH Total Return Fund Inc. from Form 13F, Q2 2026
128 institutional managers reported holding SRH Total Return Fund Inc. (STEW) in Form 13F filings for Q2 2026, with 19,680,645 shares worth $352M. The largest reported holder was Atlas Wealth LLC. Managers that filed both quarters added a net 3,956,313 shares (+25.4%). 12 opened new positions and 9 sold out.
- Funds holding
- 128
- Value held
- $352M
- New / sold out
- 12 / 9
- Net shares, same filers
- +25.4%
Holdings as of June 30, 2026, the end of Q2 2026. Managers have 45 days after a quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.
Largest holders of STEW
| Fund | Value | Share of 13F holdings | Shares | Move |
|---|---|---|---|---|
| Atlas Wealth LLC | $62.9M | 17.8% | 3,511,313 | New |
| Morgan Stanley | $37.1M | 10.5% | 2,074,631 | Trimmed |
| JP Wealth Management, Inc. | $28.2M | 8.0% | 1,573,433 | Added |
| Bulldog Investors, LLP | $24.1M | 6.8% | 1,347,582 | Added |
| 1607 Capital Partners, LLC | $16.1M | 4.6% | 899,421 | Added |
| Pathstone Holdings, LLC | $16.0M | 4.5% | 891,906 | Trimmed |
| Allspring Global Investments Holdings, LLC | $15.3M | 4.3% | 853,372 | Added |
| CSS LLC | $8.3M | 2.3% | 461,965 | Unchanged |
| LPL Financial LLC | $8.0M | 2.3% | 446,897 | Added |
| GatePass Capital, LLC | $7.9M | 2.3% | 443,600 | Added |
| B. Riley Wealth Advisors, Inc. | $7.2M | 2.1% | 405,048 | Added |
| Blue Bell Private Wealth Management, LLC | $6.7M | 1.9% | 373,762 | Added |
| Shaker Financial Services, LLC | $5.3M | 1.5% | 298,716 | Added |
| Bank of America Corp | $5.1M | 1.5% | 286,235 | Added |
| Cambridge Investment Research Advisors, Inc. | $4.9M | 1.4% | 271,754 | Added |
| Cohen & Steers, Inc. | $4.6M | 1.3% | 256,158 | Trimmed |
| Quantedge Capital Pte Ltd | $4.4M | 1.2% | 245,103 | Trimmed |
| Matisse Capital | $4.0M | 1.1% | 226,000 | Added |
| Flagship Harbor Advisors, LLC | $3.8M | 1.1% | 214,190 | Added |
| Raymond James Financial Inc | $3.7M | 1.0% | 204,363 | Trimmed |
| Rpo LLC | $3.2M | 0.9% | 178,990 | Unchanged |
| Wolverine Asset Management LLC | $3.2M | 0.9% | 178,469 | Added |
| Wells Fargo & Company | $3.1M | 0.9% | 173,852 | Added |
| Winning Points Advisors, LLC | $3.1M | 0.9% | 172,065 | First report |
| SRH Advisors, LLC | $3.0M | 0.8% | 164,822 | Trimmed |
Share of 13F holdings is each fund's shares as a share of the 19,680,645 STEW shares all 13F filers reported, not of shares outstanding.
Biggest buyers in Q2 2026
- Atlas Wealth LLC New+$62.9M
- Rockefeller Capital Management L.P. Added+$2.8M
- Cambridge Investment Research Advisors, Inc. Added+$2.5M
- Allspring Global Investments Holdings, LLC Added+$2.4M
- Wolverine Asset Management LLC Added+$1.5M
- NewEdge Advisors, LLC New+$1.4M
- Bulldog Investors, LLP Added+$1.1M
- Peak Asset Management, LLC New+$918K
- XTX Topco Ltd New+$571K
- Uhlmann Price Securities, LLC Added+$442K
Biggest sellers in Q2 2026
- Lloyd Advisory Services, LLC. Sold out-$2.6M
- Thomas J. Herzfeld Advisors, Inc. Trimmed-$1.9M
- Morgan Stanley Trimmed-$1.6M
- Independent Advisor Alliance Sold out-$1.0M
- Royal Bank of Canada Trimmed-$746K
- Cohen & Steers, Inc. Trimmed-$716K
- Karpus Management, Inc. Sold out-$503K
- SRH Advisors, LLC Trimmed-$431K
- Pathstone Holdings, LLC Trimmed-$328K
- Raymond James Financial Inc Trimmed-$327K
The change in shares since the quarter before, adjusted for stock splits and priced at the Q2 2026 value per share. Funds bought $82.9M and sold $11.9M; 43 added and 33 trimmed.
Questions about STEW ownership
- Who owns STEW stock?
- 128 institutional investment managers reported STEW positions in their Form 13F filings for Q2 2026, holding 19,680,645 shares worth $352M in total. Atlas Wealth LLC reported the largest position.
- Are funds buying or selling STEW?
- In Q2 2026, 12 managers opened new STEW positions, 43 added, 33 trimmed and 9 sold out. Managers that filed in both quarters added a net 3,956,313 shares.
- How current is this STEW institutional ownership data?
- It covers holdings as of the end of Q2 2026. Managers have 45 days after the quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.
From the SEC's Form 13F data sets for Q2 2026: every 13F holdings report, matched to STEW by CUSIP. Options are left out. STEW news and filings · STEW insider trades · Top funds