# SOURCE CAPITAL (SOR)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/SOR/

- Reporting holders: 2
- Reported value: $20.0M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [DKM Wealth Management, Inc.](https://holderbook.com/funds/2055833-dkm-wealth-management-inc/) | $14.5M | 318,676 | 9.2% | 7 |
| [DIVERSIFIED MANAGEMENT INC](https://holderbook.com/funds/922372-diversified-management-inc/) | $5.5M | 122,077 | 1.0% | 4 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 2 | $20.0M |
| Q2 2026 | 57 | $75.2M |
| Q1 2026 | 56 | $71.6M |
| Q4 2025 | 60 | $67.2M |
| Q3 2025 | 53 | $61.0M |
| Q2 2025 | 48 | $61.5M |
| Q1 2025 | 46 | $53.7M |
| Q4 2024 | 55 | $59.1M |
| Q3 2024 | 51 | $48.3M |
| Q2 2024 | 50 | $44.9M |
| Q1 2024 | 45 | $51.0M |
| Q4 2023 | 44 | $46.7M |