Source Capital Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of SOR?
Owner Type	Number of Shares	Ownership Percentage
Private Companies	566,205	6.88%
Institutions	3,164,665	38.5%
General Public	4,495,321	54.6%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 43.95% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
22.2%	Charles Schwab Investment Management, Inc.	1,823,282	US$82.8m	0%	0.01%
6.88%	American Enterprise Investment Services Inc	566,205	US$25.7m	0%	no data
3.47%	DKM Wealth Management, Inc.	285,637	US$13.0m	1.49%	10.27%
2.07%	Davidson Investment Advisors, Inc.	170,091	US$7.7m	-1.19%	0.04%
1.33%	Hara Capital LLC	109,344	US$5.0m	1.68%	2.79%
0.99%	Morgan Stanley	81,624	US$3.7m	0.94%	no data
0.94%	Mesirow Financial Investment Management, Inc.	77,254	US$3.5m	0.08%	0.06%
0.89%	First Trust Advisors LP	72,869	US$3.3m	5.38%	no data
0.67%	Wells Fargo & Company	55,183	US$2.5m	-19.5%	no data
0.56%	Raymond James Financial, Inc.	46,000	US$2.1m	4.94%	no data
0.4%	Hennion & Walsh Asset Management, Inc.	32,766	US$1.5m	-0.87%	0.05%
0.39%	Anchor Investment Management, LLC	32,285	US$1.5m	6.37%	0.12%
0.34%	Smith Asset Management Co., LLC	28,112	US$1.3m	0.19%	1.09%
0.31%	Invesco Ltd.	25,899	US$1.2m	0.66%	no data
0.3%	Chemistry Wealth Management LLC	25,079	US$1.1m	-48.7%	0.22%
0.3%	U.S. Bancorp Asset Management, Inc.	24,800	US$1.1m	0%	no data
0.29%	Merrill Lynch, Pierce, Fenner & Smith Incorporated	23,859	US$1.1m	-3.77%	no data
0.23%	LPL Financial LLC	18,941	US$859.9k	30.6%	no data
0.22%	Envestnet Asset Management, Inc.	18,321	US$831.8k	-1.57%	no data
0.22%	Baltimore-Washington Financial Advisors, Inc.	17,955	US$815.2k	20.1%	0.03%
0.22%	Cornerstone Advisors, LLC	17,703	US$803.7k	4.49%	0.03%
0.21%	NWF Advisory Services, Inc.	17,574	US$797.8k	-8.45%	0.09%
0.19%	Park Avenue Securities LLC	15,724	US$713.9k	-4.04%	0.01%
0.19%	&Partners, LLC	15,436	US$700.8k	0%	0.01%
0.16%	Pecaut & Co.	13,165	US$597.7k	-10.9%	0.19%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/11/14 06:55
End of Day Share Price	2025/11/14 00:00
Earnings	2025/06/30
Annual Earnings	2024/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Source Capital is covered by 0 analysts. 0 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.