$STEW

$18.00 +$0.00 (0.0%) Close

$STEW Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 96.4M shares outstanding

Who owns STEW?

By type of holder

Institutions 20.3% Insiders 0.1% Everyone else 79.6%

Concentration Top 10 holders own 13.0%

Atlas Wealth LLC 3.6% · Morgan Stanley 2.2%

Institutional ownership

20.3%

+3.9 pts vs last qtr

Institutional holders

127

+1 vs last qtr

Net shares bought

+3.7M

by institutions in Q2 2026

New / sold out

11 / 10

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Atlas Wealth LLC NEW +3.5M
Rockefeller Capital Management L.P. +153.9K

Biggest sellers in Q2 2026

Lloyd Advisory Services, LLC. SOLD OUT −154.8K
Thomas J. Herzfeld Advisors, Inc. −107.4K

Who is planning to sell?

No insider has filed a notice of proposed sale (Form 144) for SRH Total Return Fund Inc in the last 12 months.

Is your stake being diluted?

There are not yet two fiscal years of reported share counts for SRH Total Return Fund Inc.

How patient are the owners?

Institutional shares by how long they've been held

5+ years39% 3–5 years14% 1–3 years22% Under 1 year24%

Quarterly turnover

16.2%

of institutional shares changed hands

Top 10 managers, median time held

3.5 years

Super Investors

Investment managers reporting STEW on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
AW Atlas Wealth LLC	3.5M	3.64%	NEW	Q2 '26	9.0%
Shares held by quarter Peak holding3.5M (Q2'26) Change over 8 quarters+3.5M Share of the company3.640% Atlas Wealth LLC's full portfolio →
MS Morgan Stanley	2.1M	2.15%	−92.0K (−4.2%)	≤2021	0.0%
Shares held by quarter Peak holding2.7M (Q3'24) Change over 8 quarters−651.5K Share of the company2.150% Morgan Stanley's full portfolio →

Atlas Wealth LLC

3.5M

% of company

3.64%

Change vs last qtr

NEW

Held since

Q2 '26

Morgan Stanley

2.1M

% of company

2.15%

Change vs last qtr

−92.0K (−4.2%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding SRH Total Return Fund Inc, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting STEW on Form N-PORT; together they hold 1.9% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
SO Special Opportunities Fund, Inc. Special Opportunities Fund, Inc.	$20M	1.1M	1.16%	11.49%	June 30, 2026
CS Cohen & Steers Closed-End Opportunity Fund, Inc. Cohen & Steers Closed-End Opportunity Fund, Inc.	$4.59M	256.2K	0.27%	1.20%	June 30, 2026

Special Opportunities Fund, Inc.

Position value

$20M

% of company

1.16%

% of the fund

11.49%

As of

June 30, 2026

Cohen & Steers Closed-End Opportunity Fund, Inc.

Position value

$4.59M

% of company

0.27%

% of the fund

1.20%

As of

June 30, 2026

5 more funds behind a free account

See every fund holding SRH Total Return Fund Inc and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
LJ Looney Joel W Insider	74.3K	0.08%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.080% Looney Joel W's insider activity →
HJ Hemmer Jacob E Insider	10.0K	0.01%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.010% Hemmer Jacob E's insider activity →

Looney Joel W

Insider

74.3K

% of company

0.08%

Change vs last qtr

—

Held since

—

Hemmer Jacob E

Insider

10.0K

% of company

0.01%

Change vs last qtr

—

Held since

—

1 more holders behind a free account

See every insider and 5%+ holder of SRH Total Return Fund Inc.

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