Stock ownership · SEC 13F · Q2 2025

SITIO ROYALTIES CORP

A breakdown of SITIO ROYALTIES CORP's institutional base (CUSIP 82983N108): the holders, the concentration among them, and what changed last quarter.

$111.7M
Reported value
2
Institutions
100%
Top-5 share

The verdict

$111.7M of SITIO ROYALTIES CORP is reported by 2 institutions as of Q2 2025; ownership is held overwhelmingly by a small core of institutions.

2
institutions hold it
$111.7M
reported 13F value
100%
held by top 5

Based on long positions reported to the SEC as of Q2 2025; 13F omits shorts, options and non-US holdings.

How 13F ownership is computed · All tracked stocks · Concentration rankings

SEC Form 13F-HR ownership desk

CUSIP 82983N108 · Q2 2025 $112M reported

VALUE-LIGHT · HOLDERS-FOCUS · CONC-DOM · PHOTO-UNK · ACTIVITY-LIGHT · BOOK-MID

  • VALUE-LIGHT $112M
  • HOLDERS-FOCUS 2 filers
  • CONC-DOM 100% top-5
  • PHOTO-UNK No peer
  • ACTIVITY-LIGHT 2 new
  • BOOK-MID 4Q history

Read with: Ownership concentration guide - SITIO ROYALTIES CORP's top-five holders account for 100% of reported value — read concentration before treating any single filer as a signal.

Institutional ownership over time

The number of institutions reporting a SITIO ROYALTIES CORP position has risen from 1 to 2 over the last 4 quarters of 13F filings.

0.511.522.533.5 Q3'24Q4'24Q1'25Q2'25 2
Distinct 13F filers holding SITIO ROYALTIES CORP, by quarter

Top Institutional Holders

# Institution Shares Value Share of reported
1 Neuberger Berman Group LLC 6,024,683 $110.7M 99.1%
2 Squarepoint Ops LLC 54,500 $1.0M 0.9%

Investment Discretion

SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among SITIO ROYALTIES CORP's reported holders for Q2 2025, by reported value:

Shared-defined discretion (DFND)
100.0%

Latest Quarter Activity · Q2 2025

New positions (2)

Neuberger Berman Group LLC $110.7M
Squarepoint Ops LLC $1.0M

Complete exits (3)

RHUMBLINE ADVISERS exited
STRS OHIO exited
JONES FINANCIAL COMPANIES LLLP exited

Frequently Asked Questions

How many institutions hold SITIO ROYALTIES CORP?▼
SITIO ROYALTIES CORP is held by 2 institutional investors per the latest SEC Form 13F filings as of Q2 2025.
What is the total institutional value of SITIO ROYALTIES CORP?▼
Institutions report $111.7M of SITIO ROYALTIES CORP as of Q2 2025.
How concentrated is ownership of SITIO ROYALTIES CORP?▼
The top five institutional holders account for 100% of the reported institutional value in SITIO ROYALTIES CORP, making ownership held overwhelmingly by a small core of institutions.
Who is the largest institutional holder of SITIO ROYALTIES CORP?▼
Neuberger Berman Group LLC is the largest reported holder of SITIO ROYALTIES CORP with $110.7M across 6,024,683 shares as of Q2 2025.

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q2 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.

PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.