STEW
SRH TOTAL RETURN FUND INC
Institutional Ownership · Q4 2025
Filing: Q4 2025SRH TOTAL RETURN FUND INC (STEW) is held by 118 institutional investors with combined holdings of $269M. Major holders include MORGAN STANLEY (MS, MS-P, JP Wealth Management, Inc, Bulldog Investors, LLP.
Institutional Holders
118
Total Value
$269.0M
Ownership %
15.0%
🏦 Top Institutional Holders
MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ)
2.4M shares
$43.8M
2.45% ownership
JP Wealth Management, Inc.
1.5M shares
$27.4M
1.53% ownership
Bulldog Investors, LLP
1.2M shares
$23.1M
1.29% ownership
1607 Capital Partners, LLC
865.8K shares
$16.1M
0.90% ownership
Allspring Global Investments Holdings, LLC
658.2K shares
$12.2M
0.68% ownership