SOR (Source Capital) Insider Ownership: 1.21 % (As of Aug. 02, 2026)

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Vera Yuan
Vera Yuan
Director of Data and Quant Analytics at GuruFocus
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Charlie Tian
Charlie Tian
Founder & CEO of GuruFocus
Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.

SOR Source Capital Inc SOR
55 GF Score
Price $46.58
GF Value $62.87
Valuation Modestly Undervalued
! 2 Warning Signs
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What is Source Capital Insider Ownership?

Source Capital SOR +1.37% 55 Insider Ownership is 1.21 % as of Aug. 02, 2026. GuruFocus rates SOR with a GF Score™ of 55/100 and a GF Value™ of $62.87 (Modestly Undervalued). The stock has 2 warning signs investors should review.

Insider ownership is the percentage of shares that are owned by company insiders relative to the total shares outstanding. As of today, Source Capital's insider ownership is 1.21%.

Institutional Ownership is the percentage of shares that are owned by institutions out of the total shares outstanding. As of today, Source Capital's Institutional Ownership is 19.44%.

Float Percentage Of Total Shares Outstanding is the percentage of float shares relative to the total shares outstanding. As of today, Source Capital's Float Percentage Of Total Shares Outstanding is 18.52%.

Source Capital Insider Ownership Historical Data

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The historical data trend for Source Capital's Insider Ownership can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Source Capital Insider Ownership Chart

Source Capital Historical Data

The historical data trend for Source Capital can be seen below:

2025-06-30 2025-07-31 2025-08-31 2025-09-30 2025-10-31 2025-11-30 2026-01-31 2026-02-28 2026-05-31 2026-06-30
Insider Ownership 1.21 1.21 1.21 1.21 1.21 1.21 1.21 1.21 1.21 1.21
SOR
55GF Score
Source Capital Inc SOR
Insider Ownership is just one metric. See GF Score™, valuation, warning signs, and more.
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Source Capital Insider Ownership Calculation

The percentage of shares that are owned by company insiders relative to the total shares outstanding.

Frequently Asked Questions Learn more about Insider Ownership →
What does a Insider Ownership of 1.21 % mean?
Source Capital (SOR) has a Insider Ownership of 1.21 % as of Aug. 02, 2026. Insider ownership equals the percent of shares owned by company insiders relative to total shares. View historical data on Source Capital and its competitors.
Is Source Capital's Insider Ownership too high?
Source Capital's current Insider Ownership is 1.21 %. Overall, Source Capital has a GF Score™ of 55/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Source Capital's Insider Ownership compare to NAN and EAD?
Source Capital's Insider Ownership of 1.21 % can be compared against companies in the Asset Management industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Insider Ownership for an Asset Management company?
A good Insider Ownership depends on the Asset Management industry context. However, Insider Ownership should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Insider Ownership mean?
A high Insider Ownership can signal that a stock is expensive relative to its fundamentals. Insider ownership equals the percent of shares owned by company insiders relative to total shares. View historical data on Source Capital and its competitors. Source Capital's current Insider Ownership is 1.21 %. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Source Capital stock overvalued right now?
Based on GuruFocus' analysis, Source Capital (SOR) is currently considered Modestly Undervalued. The stock's GF Value™ is $62.87, compared to a current price of $46.58 — trading 25.9% below its estimated fair value. The current Insider Ownership is 1.21 %. Source Capital's overall GF Score™ is 55/100 with 2 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Insider Ownership calculated?
Insider Ownership is calculated from a company's financial statements. For Source Capital (SOR), the current Insider Ownership is 1.21 % as of Aug. 02, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Source Capital (SOR) Overvalued in 2026?

Based on GuruFocus' analysis, Source Capital stock appears to be undervalued. The current stock price of $46.58 is trading 25.9% below its estimated GF Value™ of $62.87. GuruFocus considers Source Capital to be Modestly Undervalued.

Key valuation signals for SOR:

  • Insider Ownership: 1.21 %
  • GF Value™: $62.87 vs. price of $46.58 (25.9% below fair value)
  • GF Score™: 55/100 with 2 warning signs

No single metric tells the full story. See the SOR stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

Source Capital Business Description

Address 235 West Galena Street, Milwaukee, WI, USA, 53212
Source Capital Inc is a diversified, closed-end management investment company. The investment objective of the company is to seek maximum total return for Common shareholders from both capital appreciation and investment income to the extent consistent with the protection of invested capital.
55GF Score

Get the complete analysis for SOR

Insider Ownership is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$46.58
Price
$62.87
GF Value