Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in SRL held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | IAT REINSURANCE CO LTD. | 3.4M | $26.7M | 0.0% | 22.439% | 8.63% |
| 2 | MILFAM LLC | 2.0M | $15.5M | — | 13.043% | 15.64% |
| 3 | Nantahala Capital Management, LLC | 368K | $2.9M | 0.0% | 2.418% | 0.15% |
| 4 | MORGAN STANLEY | 87K | $683K | -38.9% | 0.574% | 0.00% |
| 5 | RENAISSANCE TECHNOLOGIES LLC | 68K | $533K | +41.0% | 0.447% | 0.00% |
| 6 | CITADEL ADVISORS LLC | 55K | $433K | +345.1% | 0.364% | 0.00% |
| 7 | BARCLAYS PLC | 36K | $278K | +22.2% | 0.233% | 0.00% |
| 8 | XTX Topco Ltd | 16K | $125K | — | 0.105% | 0.00% |
| 9 | KERR FINANCIAL PLANNING Corp | 15K | $96K | 0.0% | 0.098% | 0.12% |
| 10 | WELLS FARGO & COMPANY/MN | 4K | $28K | 0.0% | 0.024% | 0.00% |
| 11 | SIMPLEX TRADING, LLC | 582 | $5K | — | 0.004% | 0.00% |
| 12 | Larson Financial Group LLC | 226 | $2K | 0.0% | 0.002% | 0.00% |
| 13 | ADVISOR GROUP HOLDINGS, INC. | 65 | $508 | 0.0% | 0.000% | 0.00% |
| 14 | PFS Partners, LLC | 58 | $454 | 0.0% | 0.000% | 0.00% |
| 15 | Federation des caisses Desjardins du Quebec | 48 | $368 | 0.0% | 0.000% | 0.00% |
| 16 | SBI Securities Co., Ltd. | 5 | $39 | 0.0% | 0.000% | 0.00% |
| 17 | UBS Group AG | 2 | $16 | -95.2% | 0.000% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in SRL — a direct measure of their conviction.
Filings activity in SRL during Q1 2026, grouped by how each filer changed its position.
No institutions fully exited this quarter.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 17 | +21% | 50.69% | +13.71 pp | $47M | +37% |
| Q4 2025 | 14 | +0.0% | 36.98% | +10.96 pp | $35M | +42% |
| Q3 2025 | 14 | +7.7% | 26.02% | +0.62 pp | $24M | +2.4% |
| Q2 2025 | 13 | +8.3% | 25.40% | 10.46 pp | $24M | 29% |
| Q1 2025 | 12 | 14% | 35.86% | 6.70 pp | $33M | 16% |
| Q4 2024 | 14 | +7.7% | 42.56% | +6.14 pp | $40M | +17% |
| Q3 2024 | 13 | 24% | 36.42% | +3.82 pp | $34M | +12% |
| Q2 2024 | 17 | — | 32.60% | — | $30M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying SRL stock.
Based on Q1 2026 13F filings, institutional ownership of Scully Royalty Ltd. stands at 50.7%, held across 17 reporting institutions.
IAT REINSURANCE CO LTD. is the largest reported institutional holder of SRL, with approximately 3,416,664 shares worth $0.03B as of Q1 2026.
Yes — 2 widely-followed marquee investors appear among the top 25 institutional holders of SRL, including RENAISSANCE TECHNOLOGIES LLC, CITADEL ADVISORS LLC.
Our composite Smart Money Score for SRL is 80 out of 100 (Strong Smart Money). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
3 institutions opened new positions in SRL during Q1 2026, while 0 fully exited. 3 added to existing positions and 11 trimmed.
SRL institutional ownership rose by 13.71 percentage points quarter-over-quarter, with a net change of +3 holders.
The top 10 institutions account for 100.0% of all reported 13F value in SRL, and the top 25 account for 100.0%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Scully Royalty Ltd. (SRL) Institutional Ownership