Dorchester Minerals, L.p.: which funds bought and sold
Institutions that bought and sold Dorchester Minerals shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.
Between March 31, 2026 and June 30, 2026, 61 institutions that filed 13F reports for both quarters added to or opened positions in Dorchester Minerals, and 41 cut or closed them. Together they added a net 661K shares, +6.3% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 95K shares (+25.6%); index fund managers held the same number of shares overall. 16 opened a new position and 12 sold out entirely.
Bought, Q2 2026 61 institutions, 16 of them new holders Sold, Q2 2026 41 institutions, 12 of them sold out
Net change, all compared +661K shares (+6.3%)
Net change, active managers +95K shares (+25.6%), 1 bought, 0 sold
Buyers versus sellers
61 bought 59 41 sold
Active managers and hedge funds 1 bought · 0 sold · +95K
Index fund managers 0 bought · 0 sold · 0
Other institutions 60 bought · 41 sold · +566K
Biggest buyers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Turtle Creek Wealth Advisors, LLC | +842K New position | 842K | $21.3M |
| Pathstone Holdings, LLC | +351K +4139.2% | 359K | $9.1M |
| Freestone Capital Holdings, LLC | +119K +63.7% | 306K | $7.7M |
| Jane Street Group, LLC | +113K +477.8% | 137K | $3.5M |
| Citadel Advisors LLC Hedge fund | +95K +286.1% | 128K | $3.2M |
| Goldman Sachs Group Inc | +72K +131.4% | 128K | $3.2M |
| Mai Capital Management | +31K +1284.4% | 33K | $844,228 |
| Global Strategic Management Inc | +27K New position | 27K | $687,000 |
| UBS Group AG | +24K +29.0% | 107K | $2.7M |
| Adams Asset Advisors, LLC | +23K +2.6% | 911K | $23M |
| Burford Brothers, Inc. | +22K +73.1% | 52K | $1.3M |
| Garner Asset Management Corp | +22K New position | 22K | $550,526 |
| Rockefeller Capital Management L.P. | +22K +172.8% | 34K | $862,793 |
| ING Groep NV | +19K +14.4% | 151K | $3.8M |
| Graniteshares Advisors LLC | +17K +15.1% | 126K | $3.2M |
| 49 Wealth Management, LLC | +15K New position | 15K | $380,568 |
| Ulland Investment Advisors, LLC | +15K +1180.0% | 16K | $404,000 |
| Resolute Capital, LLC | +14K +25.5% | 70K | $1.8M |
| HRT Financial LP | +14K +14.7% | 109K | $2.8M |
| Gsa Capital Partners LLP | +14K +73.6% | 32K | $812,000 |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Citadel Advisors LLC Hedge fund | +95K +286.1% | 128K | $3.2M |
Biggest sellers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Morgan Stanley | −739K −41.6% | 1.0M | $26.2M |
| Archpoint Investors | −186K −37.2% | 314K | $7.9M |
| Delta Investment Management, LLC | −109K −38.1% | 176K | $4.5M |
| Kingsview Wealth Management, LLC | −29K −17.1% | 142K | $3.6M |
| Glenmede Trust Co Na | −27K −50.0% | 27K | $688,062 |
| Jump Financial, LLC | −27K Sold out | 0 | — |
| Autumn Glory Partners, LLC | −26K −76.5% | 8,000 | $202,000 |
| &Partners | −23K −12.4% | 164K | $4.1M |
| Kestra Private Wealth Services, LLC | −18K Sold out | 0 | — |
| Meixler Investment Management, Ltd. | −16K −4.1% | 369K | $9.3M |
| Americana Partners, LLC | −15K −27.0% | 41K | $1M |
| Citigroup Inc | −15K −99.6% | 60 | $1,515 |
| Virtu Financial LLC | −15K Sold out | 0 | — |
| Mercer Global Advisors Inc | −9,469 Sold out | 0 | — |
| Azzad Asset Management Inc | −9,300 Sold out | 0 | — |
| Larson Financial Group LLC | −8,992 −37.9% | 15K | $372,098 |
| Invesco Ltd. | −8,568 −18.5% | 38K | $952,834 |
| Corient Private Wealth LP | −7,775 Sold out | 0 | — |
| Bank Of New York Mellon Corp | −7,711 Sold out | 0 | — |
| Fiduciary Trust Co | −7,643 Sold out | 0 | — |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| None of the active managers on our list. | |||
New positions
| Institution | Shares | Value June 30, 2026 |
|---|---|---|
| Turtle Creek Wealth Advisors, LLC | 842K | $21.3M |
| Global Strategic Management Inc | 27K | $687,000 |
| Garner Asset Management Corp | 22K | $550,526 |
| 49 Wealth Management, LLC | 15K | $380,568 |
| Mariner, LLC | 13K | $333,398 |
| Susquehanna International Group, LLP | 12K | $304,364 |
| Savant Capital, LLC | 11K | $275,747 |
| BNP Paribas Financial Markets | 11K | $272,246 |
| Two Sigma Securities, LLC | 8,142 | $205,586 |
| State Of Wyoming | 4,964 | $125,341 |
Sold out
| Institution | Shares | Value March 31, 2026 |
|---|---|---|
| Jump Financial, LLC | 27K | $729,857 |
| Kestra Private Wealth Services, LLC | 18K | $492,136 |
| Virtu Financial LLC | 15K | $396,000 |
| Mercer Global Advisors Inc | 9,469 | $256,610 |
| Azzad Asset Management Inc | 9,300 | $252,042 |
| Corient Private Wealth LP | 7,775 | $210,702 |
| Bank Of New York Mellon Corp | 7,711 | $208,980 |
| Fiduciary Trust Co | 7,643 | $207,125 |
| Robotti Robert | 7,525 | $203,928 |
| TD Waterhouse Canada Inc. | 1,871 | $51,097 |
Who holds the shares
- Institutions reporting
- 152
- Ten largest holders
- 56.4% of 13F-reported shares
- Index fund managers
- 0.3% of 13F-reported shares
- Active managers and hedge funds
- 4.2% of 13F-reported shares
| Type | Bought | Sold | New | Sold out | Net change in shares | Net % |
|---|---|---|---|---|---|---|
| Active managers and hedge funds | 1 | 0 | 0 | 0 | +95K | +25.6% |
| Index fund managers | 0 | 0 | 0 | 0 | 0 | 0.0% |
| Other institutions | 60 | 41 | 16 | 12 | +566K | +5.6% |
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