STEW SRH Total Return Fund, Inc.: institutional ownership and insider trading

135 funds reported holding $347M of SRH Total Return Fund, Inc. in their latest 13F filings; in Q2 2026 funds net bought $66.8M, with 10 new positions and 9 funds selling out; over the last 12 months insiders bought $87.7K and sold $0 on the open market.

Largest institutional holders of STEW

  1. Atlas Wealth LLC — $62.9M
  2. MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) — $37.1M
  3. JP Wealth Management, Inc. — $27.3M
  4. Bulldog Investors, LLP — $24.1M
  5. 1607 Capital Partners, LLC — $16.1M
  6. Pathstone Holdings, LLC — $16.0M
  7. Allspring Global Investments Holdings, LLC — $15.3M
  8. CSS LLC/IL — $8.27M
  9. LPL Financial LLC — $8.00M
  10. GatePass Capital, LLC — $7.94M

Recent STEW insider trades

All STEW 13F holders · All STEW insider trades