SCULLY ROYALTY LTD (SRL)
Institutional ownership reported to the SEC as of Q2 2026, across 29 quarters.
15
Reporting holders
$17.8M
Reported value
0.1%
Held as options
-3
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| MILFAM LLC | $12.2M | 1,985,952 | 9.49% | 2q | HELD |
| Nantahala Capital Management, LLC | $4.5M | 736,364 | 0.07% | 29q | +100.0%+$2.3M |
| IAT REINSURANCE CO LTD. | $1.9M | 3,416,664 | 1.12% | 29q | HELD |
| CITADEL ADVISORS LLC | $439.7K | 71,786 | 0.00% | 3q | +29.5%+$100.2K |
| MORGAN STANLEY | $366.6K | 59,858 | 0.00% | 29q | -31.5%-$168.6K |
| RENAISSANCE TECHNOLOGIES LLC | $205.5K | 67,114 | 0.00% | 29q | -1.5%-$3.1K |
| XTX Topco Ltd | $111.1K | 18,140 | 0.00% | 2q | +13.4%+$13.1K |
| WELLS FARGO & COMPANY/MN | $22.0K | 3,596 | 0.00% | 29q | -50.0%-$22.0K |
| SIMPLEX TRADING, LLC | $10.8K | 366 | 0.00% | 2q | -37.1%-$6.4K |
| GROUP ONE TRADING LLC | $1.8K | options only | 0.00% | 2q | OPTIONS |
| OSAIC HOLDINGS, INC. | $398 | 65 | 0.00% | 5q | HELD |
| Federation des caisses Desjardins du Quebec | $288 | 48 | 0.00% | 4q | HELD |
| UBS Group AG | $172 | 28 | 0.00% | 11q | +1300.0% |
| SBI Securities Co., Ltd. | $31 | 5 | 0.00% | 7q | HELD |
| PFS Partners, LLC | $0 | 58 | 0.00% | 19q | HELD |
| KERR FINANCIAL PLANNING Corp | $0 | 14,964 | 0.00% | 4q | -50.0% |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-07-31 | 13D/A | Peter R. Kellogg INDIVIDUALwith 5 co-filers | 35.5% |
| 2026-07-31 | 13D/A | SUBIN NEIL S INDIVIDUALwith 19 co-filers | 13.0% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 15 | $17.8M | 2,958,344 | 0 | 4 | 5 | 0.1% |
| Q1 2026 | 18 | $47.5M | 6,071,384 | 4 | 4 | 2 | 0.0% |
| Q4 2025 | 16 | $34.7M | 4,051,646 | 4 | 1 | 3 | 0.0% |
| Q3 2025 | 14 | $24.4M | 4,062,806 | 1 | 0 | 5 | 0.0% |
| Q2 2025 | 13 | $23.9M | 4,122,729 | 2 | 3 | 3 | 0.0% |
| Q1 2025 | 12 | $33.7M | 4,151,343 | 0 | 0 | 4 | 0.0% |
| Q4 2024 | 13 | $39.6M | 4,280,899 | 1 | 4 | 2 | 0.0% |
| Q3 2024 | 12 | $34.0M | 4,254,693 | 0 | 2 | 4 | 0.0% |
| Q2 2024 | 14 | $32.1M | 4,521,089 | 3 | 1 | 4 | 0.0% |
| Q1 2024 | 12 | $8.1M | 1,317,622 | 0 | 4 | 2 | 0.4% |
| Q4 2023 | 12 | $28.9M | 4,742,143 | 4 | 3 | 0 | 0.0% |
| Q3 2023 | 10 | $24.1M | 4,264,650 | 0 | 1 | 2 | 0.0% |
| Q2 2023 | 12 | $31.1M | 4,269,794 | 0 | 1 | 3 | 0.0% |
| Q1 2023 | 12 | $28.8M | 4,297,648 | 3 | 1 | 2 | 0.0% |
| Q4 2022 | 9 | $33.0M | 4,276,057 | 1 | 1 | 3 | 0.0% |
| Q3 2022 | 13 | $32.9M | 4,432,673 | 1 | 2 | 4 | 0.0% |
| Q2 2022 | 14 | $38.4M | 4,755,499 | 3 | 2 | 0 | 0.0% |
| Q1 2022 | 13 | $46.4M | 4,736,917 | 1 | 3 | 2 | 0.0% |
| Q4 2021 | 14 | $40.6M | 4,579,953 | 2 | 10 | 0 | 0.0% |
| Q3 2021 | 12 | $47.8M | 4,211,578 | 1 | 3 | 2 | 0.0% |
| Q2 2021 | 14 | $51.4M | 4,228,953 | 2 | 7 | 4 | 0.0% |
| Q1 2021 | 13 | $35.0M | 4,011,686 | 1 | 2 | 5 | 0.0% |
| Q4 2020 | 15 | $19.9M | 4,016,274 | 3 | 1 | 4 | 0.0% |
| Q3 2020 | 16 | $19.5M | 3,972,732 | 2 | 3 | 2 | 0.0% |
| Q2 2020 | 15 | $29.9M | 3,939,889 | 1 | 4 | 3 | 0.0% |
| Q1 2020 | 15 | $29.6M | 3,928,056 | 2 | 1 | 7 | 0.0% |
| Q4 2019 | 15 | $48.9M | 3,941,469 | 0 | 3 | 5 | 0.0% |
| Q3 2019 | 19 | $47.0M | 4,033,417 | 1 | 6 | 4 | 0.0% |
| Q2 2019 | 22 | $50.2M | 3,764,980 | 22 | 0 | 0 | 0.3% |