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Institutional Ownership · SEC Form 13F

Who owns Dorchester Minerals (DMLP)


Which tracked institutional funds hold DMLP, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See DMLP company fundamentals →

Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-19). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

129
Institutional holders
11M
Shares held (tracked funds)

How the tape is positioned

12 tracked funds added or opened DMLP while 29 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

DMLP’s largest tracked holder by dollar value, MORGAN STANLEY, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes DMLP more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in DMLP divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2026-Q1 and 2026-Q2, across 129 tracked filers holding DMLP, 57 increased or opened the position and 63 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in DMLP between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 2

  • Turtle Creek Wealth Advisors, LLC$21M
  • Garner Asset Management Corp$551K

Full exits 6

  • HRT FINANCIAL LP$3M
  • Jump Financial, LLC$730K
  • HighTower Advisors, LLC$641K
  • CWM, LLC$578K
  • AMERICAN NATIONAL BANK & TRUST$520K
  • GSA CAPITAL PARTNERS LLP$502K

Largest adds

  • Pathstone Holdings, LLC$9M
  • JANE STREET GROUP, LLC$3M
  • Freestone Capital Holdings, LLC$3M
  • CITADEL ADVISORS LLC$2M
  • GOLDMAN SACHS GROUP INC$2M
  • MAI Capital Management$779K

Largest trims

  • MORGAN STANLEY$22M
  • ArchPoint Investors$6M
  • Delta Investment Management, LLC$3M
  • HORIZON KINETICS ASSET MANAGEMENT LLC$2M
  • Hollow Brook Wealth Management LLC$1M
  • Meixler Investment Management, Ltd.$1M

Institutional holders

One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.

FundSharesReported value% of valueQuarter
MORGAN STANLEY trimmed1,039,501$26M9.5%2026-Q2
Adams Asset Advisors, LLC added910,934$23M8.4%2026-Q2
HORIZON KINETICS ASSET MANAGEMENT LLC trimmed852,651$22M7.8%2026-Q2
Turtle Creek Wealth Advisors, LLC new842,225$21M7.7%2026-Q2
Hollow Brook Wealth Management LLC803,023$20M7.4%2026-Q2
MidFirst Bank added500,743$13M4.6%2026-Q2
Meixler Investment Management, Ltd. trimmed369,041$9M3.4%2026-Q2
Pathstone Holdings, LLC added359,480$9M3.3%2026-Q2
ROYCE & ASSOCIATES LP338,629$9M3.1%2026-Q2
ArchPoint Investors trimmed314,184$8M2.9%2026-Q2
Freestone Capital Holdings, LLC added306,149$8M2.8%2026-Q2
NATIXIS234,400$6M2.2%2026-Q2
Texas Yale Capital Corp. added213,000$5M2.0%2026-Q2
Delta Investment Management, LLC trimmed176,418$4M1.6%2026-Q2
FIRST TRUST ADVISORS LP trimmed169,403$4M1.6%2026-Q2
&PARTNERS trimmed164,018$4M1.5%2026-Q2
ING GROEP NV added150,500$4M1.4%2026-Q2
BANK OF AMERICA CORP /DE/ added148,948$4M1.4%2026-Q2
Kingsview Wealth Management, LLC trimmed142,010$4M1.3%2026-Q2
JANE STREET GROUP, LLC added137,184$3M1.3%2026-Q2
ROYAL BANK OF CANADA added134,571$3M1.2%2026-Q2
CITADEL ADVISORS LLC added128,243$3M1.2%2026-Q2
STIFEL FINANCIAL CORP added128,138$3M1.2%2026-Q2
GOLDMAN SACHS GROUP INC added127,589$3M1.2%2026-Q2
GraniteShares Advisors LLC added126,444$3M1.2%2026-Q2
Geneos Wealth Management Inc. trimmed107,061$3M1.0%2026-Q2
UBS Group AG added106,666$3M1.0%2026-Q2
LPL Financial LLC added84,439$2M0.8%2026-Q2
Independent Advisor Alliance trimmed83,550$2M0.8%2026-Q2
Moors & Cabot, Inc. trimmed78,060$2M0.7%2026-Q2
EVERETT HARRIS & CO /CA/77,389$2M0.7%2026-Q2
Inscription Capital, LLC75,000$2M0.7%2026-Q2
RESOLUTE CAPITAL, LLC added69,876$2M0.6%2026-Q2
Canton Hathaway, LLC trimmed64,920$2M0.6%2026-Q2
Beacon Pointe Advisors, LLC trimmed60,041$2M0.6%2026-Q2
MCDANIEL TERRY & CO52,423$1M0.5%2026-Q2
Burford Brothers, Inc. added51,761$1M0.5%2026-Q2
HOWARD FINANCIAL SERVICES, LTD. added51,649$1M0.5%2026-Q2
Community Bank, N.A.50,010$1M0.5%2026-Q2
Cresset Asset Management, LLC42,978$1M0.4%2026-Q2
Mraz, Amerine & Associates, Inc. trimmed42,532$1M0.4%2026-Q2
Americana Partners, LLC trimmed40,986$1M0.4%2026-Q2
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.39,260$991K0.4%2026-Q2
Invesco Ltd. trimmed37,736$953K0.3%2026-Q2
Rockefeller Capital Management L.P. added34,170$863K0.3%2026-Q2
MAI Capital Management added33,434$844K0.3%2026-Q2
Highlander Partners, L.P.33,077$835K0.3%2026-Q2
RAYMOND JAMES FINANCIAL INC added30,371$767K0.3%2026-Q2
GEODE CAPITAL MANAGEMENT, LLC29,473$744K0.3%2026-Q2
GLENMEDE TRUST CO NA trimmed27,250$688K0.3%2026-Q2
WELLS FARGO & COMPANY/MN trimmed26,695$674K0.2%2026-Q2
Lee Financial Co26,605$672K0.2%2026-Q2
ALBERT D MASON INC added23,140$584K0.2%2026-Q2
PENN DAVIS MCFARLAND INC22,530$569K0.2%2026-Q2
Northside Capital Management, LLC21,860$552K0.2%2026-Q2
Garner Asset Management Corp added21,803$551K0.2%2026-Q2
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. trimmed21,332$539K0.2%2026-Q2
Apollon Wealth Management, LLC added20,841$526K0.2%2026-Q2
BBR PARTNERS, LLC19,456$491K0.2%2026-Q2
Redhawk Wealth Advisors, Inc. added17,743$448K0.2%2026-Q2
SageGuard Financial Group, LLC added17,387$439K0.2%2026-Q2
Lido Advisors, LLC added17,326$437K0.2%2026-Q2
Foundations Investment Advisors, LLC added16,274$411K0.1%2026-Q2
Tidal Investments LLC added15,855$400K0.1%2026-Q2
Cetera Investment Advisers added15,540$392K0.1%2026-Q2
ALONGSIDE, LLC new15,072$381K0.1%2026-Q2
49 WEALTH MANAGEMENT, LLC new15,072$381K0.1%2026-Q2
Argent Trust Co added15,000$379K0.1%2026-Q2
Larson Financial Group LLC trimmed14,737$372K0.1%2026-Q2
BAKER TILLY WEALTH MANAGEMENT, LLC added14,100$356K0.1%2026-Q2
Calydon Capital13,771$348K0.1%2026-Q2
TRUST CO OF VERMONT13,766$348K0.1%2026-Q2
Mariner, LLC new13,204$333K0.1%2026-Q2
Inspire Advisors, LLC added13,042$329K0.1%2026-Q2
Advisory Services Network, LLC12,650$319K0.1%2026-Q2
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed12,054$304K0.1%2026-Q2
O'Brien Greene & Co. Inc12,000$303K0.1%2026-Q2
N.E.W. Advisory Services LLC11,599$293K0.1%2026-Q2
Fort Sheridan Advisors LLC trimmed11,566$292K0.1%2026-Q2
Essex Financial Services, Inc.11,244$284K0.1%2026-Q2
One Charles Private Wealth Services, LLC10,983$277K0.1%2026-Q2
Savant Capital, LLC new10,886$276K0.1%2026-Q2
BNP PARIBAS FINANCIAL MARKETS added10,782$272K0.1%2026-Q2
Clarity Financial LLC10,580$267K0.1%2026-Q2
FLAGSHIP HARBOR ADVISORS, LLC added10,365$262K0.1%2026-Q2
MGO ONE SEVEN LLC added10,265$259K0.1%2026-Q2
HOWLAND CAPITAL MANAGEMENT LLC10,257$259K0.1%2026-Q2
Creative Planning9,814$248K0.1%2026-Q2
COMMONWEALTH EQUITY SERVICES, LLC trimmed9,061$229K0.1%2026-Q2
Choate Investment Advisors8,418$213K0.1%2026-Q2
TWO SIGMA SECURITIES, LLC new8,142$206K0.1%2026-Q2
Arrow Investment Advisors, LLC added8,113$205K0.1%2026-Q2
Towerpoint Wealth, LLC trimmed8,093$204K0.1%2026-Q2
Autumn Glory Partners, LLC trimmed8,000$202K0.1%2026-Q2
SAX WEALTH ADVISORS, LLC trimmed7,500$203K0.1%2026-Q2
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO6,575$166K0.1%2026-Q2
PNC Financial Services Group, Inc.5,070$128K0.0%2026-Q2
State of Wyoming added4,964$125K0.0%2026-Q2
JONES FINANCIAL COMPANIES LLLP trimmed4,412$113K0.0%2026-Q2
SIGNATUREFD, LLC3,500$88K0.0%2026-Q2

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership