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Ownership

Who owns Sitio Royalties Corp., from the filings themselves: stakes over 5% (Schedule 13D/G), the institutional managers reporting the stock each quarter (13F), and the funds holding it (N-PORT).

Stakes over 5%

Investors crossing 5% ownership must disclose it. Schedule 13G filers certify the stake is passive; Schedule 13D is the general form for everyone else — founders, strategic holders, and activists alike. Each entry is the holder's most recent disclosure. Coverage begins with SEC's structured filings from December 18, 2024; a holder appears once they file or amend after that date.

Exited (13G) Adage Capital Management, L.P., Robert Atchinson, Phillip Gross November 13, 2025

Adage Capital Management, L.P.: 0.0% · 0 shares — Robert Atchinson: 0.0% · 0 shares — Phillip Gross: 0.0% · 0 shares

Exited (13D) Kimmeridge Energy Management Company, LLC August 21, 2025

Kimmeridge Energy Management Company, LLC: 0.0% · 0 shares

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Super investors holding Sitio Royalties Corp.

Every institutional manager whose latest 13F reports this stock, largest position first. "% of their portfolio" is the weight inside that manager's own book — how much conviction the position represents; "% of company" is how much of Sitio Royalties Corp. they hold. Together these 285 managers report 159.45% of shares outstanding.

Investor Position value Shares % of their portfolio % of company As of
Kimmeridge Energy Management Company, LLC $671M 36,495,520 62.48% 47.05% June 30, 2025
OAKTREE CAPITAL MANAGEMENT LP $238M 12,945,551 4.09% 16.69% June 30, 2025

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Funds holding Sitio Royalties Corp.

Funds disclosing this stock in their monthly N-PORT portfolio, with the position's share of the fund's net assets. Together these 240 funds hold 43.83% of shares outstanding — counted inside the manager totals above, not on top of them, since a fund's shares also appear in its manager's 13F.

Fund Position value % of net assets % of company As of
Neuberger Berman Genesis Fund $69.9M 0.77% 5.28% May 31, 2025
Fidelity Small Cap Value Fund $43.1M 1.03% 3.28% April 30, 2025

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