San Juan Basin Royalty Trust
SJT- Exchange
- NYSE
- Industry
- Oil Royalty Traders
- SEC CIK
- 0000319655
No open-market purchases or sales by San Juan Basin Royalty Trust insiders were filed in the last 90 days; 82 institutions reported holding it in 13F filings for Q2 2026, worth $55.6M in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in San Juan Basin Royalty Trust as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 82
- −5 vs. Q1 2026
- Shares held
- 17.3M
- +871.7K (+5.3%) vs. Q1 2026
- Total value
- $55.6M
- −$23.5M (−29.7%) vs. Q1 2026
- New holders
- 7
- 22 more added
- Sold out
- 12
- 25 more reduced
2 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting SJT on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 82 | $55.6M |
| Q1 2026 | 89 | $79.1M |
| Q4 2025 | 90 | $86.9M |
| Q3 2025 | 88 | $91.6M |
| Q2 2025 | 86 | $90.4M |
| Q1 2025 | 86 | $72.7M |
| Q4 2024 | 87 | $34.5M |
| Q3 2024 | 77 | $28.1M |
| Q2 2024 | 76 | $24.7M |
| Q1 2024 | 82 | $38.8M |
| Q4 2023 | 97 | $26.8M |
| Q3 2023 | 99 | $27.6M |
| Q2 2023 | 100 | $47.1M |
| Q1 2023 | 93 | $72.9M |
| Q4 2022 | 102 | $85.9M |
| Q3 2022 | 83 | $62.0M |
| Q2 2022 | 86 | $50.6M |
| Q1 2022 | 77 | $56.0M |
| Q4 2021 | 62 | $34.9M |
| Q3 2021 | 58 | $24.3M |
| Q2 2021 | 51 | $34.5M |
| Q1 2021 | 43 | $26.3M |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding San Juan Basin Royalty Trust; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Horizon Kinetics Asset Management LLC | 7,494,020 | $24.1M | 0.27% | +515,179+7.4% | Added |
| Morgan Stanley | 1,563,319 | $5.02M | 0.00% | −54,770−3.4% | Reduced |
| Cannell Capital LLC | 1,212,760 | $3.89M | 2.72% | +303,297+33.3% | Added |
| Ashton Thomas Private Wealth, LLC | 946,043 | $3.04M | 0.06% | +78,332+9.0% | Added |
| Moors & Cabot, Inc. | 859,190 | $2.76M | 0.11% | +7,310+0.9% | Added |
| Punch & Associates Investment Management, Inc. | 641,414 | $2.06M | 0.10% | −297,811−31.7% | Reduced |
| Lesa Sroufe & Co | 581,264 | $1.87M | 1.33% | +234,394+67.6% | Added |
| Marshall Wace, LLP | 540,087 | $1.73M | 0.00% | +146,452+37.2% | Added |
| McDaniel Terry & Co | 318,076 | $1.02M | 0.08% | 00.0% | Unchanged |
| Raymond James Financial Inc | 254,805 | $817.9K | 0.00% | −38,707−13.2% | Reduced |
| Citadel Advisors LLC | 242,929 | $779.8K | 0.00% | +88,685+57.5% | Added |
| Advisory Services Network, LLC | 240,377 | $771.6K | 0.01% | −2,000−0.8% | Reduced |
| Mraz, Amerine & Associates, Inc. | 184,236 | $591.4K | 0.08% | 00.0% | Unchanged |
| Jane Street Group, LLC | 180,114 | $578.2K | 0.00% | +132,474+278.1% | Added |
| XTX Topco Ltd | 170,922 | $548.7K | 0.01% | +75,032+78.2% | Added |
| Kingswood Wealth Advisors, LLC | 155,450 | $499.0K | 0.02% | −10,500−6.3% | Reduced |
| LPL Financial LLC | 148,082 | $475.3K | 0.00% | −232,127−61.1% | Reduced |
| Pingora Partners LLC | 135,057 | $433.5K | 0.25% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 95,656 | $307.1K | 0.00% | +41,816+77.7% | Added |
| Advisor Group Holdings, Inc. | 95,406 | $306.2K | 0.00% | +7,156+8.1% | Added |
| UBS Group AG | 90,159 | $289.4K | 0.00% | +70,363+355.4% | Added |
| Wells Fargo & Company | 73,426 | $235.7K | 0.00% | −998−1.3% | Reduced |
| BNP Paribas Arbitrage, SA | 64,366 | $206.6K | 0.00% | +64,366 | New |
| Greenfield Seitz Capital Management, LLC | 53,100 | $170.5K | 0.05% | 00.0% | Unchanged |
| Creative Planning | 53,007 | $170.2K | 0.00% | +140+0.3% | Added |
| Ingalls & Snyder LLC | 48,650 | $156.0K | 0.00% | +20,000+69.8% | Added |
| Beacon Pointe Advisors, LLC | 45,000 | $144.4K | 0.00% | −73,334−62.0% | Reduced |
| Meixler Investment Management, Ltd. | 44,600 | $143.2K | 0.08% | −9,300−17.3% | Reduced |
| Atlas Wealth Partners, LLC | 40,106 | $128.7K | 0.14% | −2,000−4.7% | Reduced |
| PKS Advisory Services, LLC | 37,883 | $121.6K | 0.02% | +37,883 | New |
| First Financial Bankshares Inc | 37,500 | $120.4K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 37,400 | $120.1K | 0.00% | −7,680−17.0% | Reduced |
| Pekin Hardy Strauss, Inc. | 35,750 | $114.8K | 0.01% | −21,000−37.0% | Reduced |
| Welch Group, LLC | 35,508 | $114.0K | 0.00% | +5,500+18.3% | Added |
| Argent Trust Co | 35,100 | $112.7K | 0.00% | +35,100 | New |
| Delta Investment Management, LLC | 34,461 | $110.6K | 0.02% | −22,985−40.0% | Reduced |
| Janney Montgomery Scott LLC | 33,000 | $106.0K | 0.00% | −687−2.0% | Reduced |
| Key Client Fiduciary Advisors, LLC | 31,850 | $101.9K | 0.03% | −725−2.2% | Reduced |
| Roundview Capital LLC | 30,000 | $96.3K | 0.01% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 28,850 | $92.0K | 0.00% | +14,779+105.0% | Added |
| AQR Capital Management LLC | 28,482 | $91.4K | 0.00% | −4,000−12.3% | Reduced |
| Royal Bank of Canada | 27,700 | $89.0K | 0.00% | −42,900−60.8% | Reduced |
| HRT Financial LP | 27,467 | $88.0K | 0.00% | +27,467 | New |
| Clear Harbor Asset Management, LLC | 21,325 | $68.5K | 0.00% | −7,500−26.0% | Reduced |
| Group One Trading, L.P. | 20,369 | $65.4K | 0.00% | +15,677+334.1% | Added |
| DWR Wealth Management, LLC | 20,500 | $60.7K | 0.05% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 16,131 | $51.8K | 0.00% | −64,181−79.9% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 15,682 | $50.3K | 0.01% | 00.0% | Unchanged |
| Financial Engines Advisors L.L.C. | 15,534 | $49.9K | 0.00% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 15,000 | $48.1K | 0.00% | +5,000+50.0% | Added |
| Foundation Resource Management Inc | 14,565 | $46.8K | 0.01% | 00.0% | Unchanged |
| Beck Mack & Oliver LLC | 13,680 | $43.9K | 0.00% | −1,900−12.2% | Reduced |
| SevenBridge Financial Group, LLC | 15,000 | $38.0K | 0.01% | +5,000+50.0% | Added |
| Wedbush Securities Inc | 11,500 | $37.0K | 0.00% | −2,000−14.8% | Reduced |
| Westfuller Advisors, LLC | 11,430 | $36.7K | 0.01% | 00.0% | Unchanged |
| Evernest Financial Advisors, LLC | 11,000 | $35.3K | 0.01% | 00.0% | Unchanged |
| Simplex Trading, LLC | 10,850 | $34.8K | 0.00% | +4,359+67.2% | Added |
| Qube Research & Technologies Ltd | 10,629 | $34.1K | 0.00% | +10,629 | New |
| Stratos Wealth Partners, LTD. | 10,570 | $33.9K | 0.00% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 10,424 | $33.5K | 0.00% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 10,129 | $32.5K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 10,000 | $32.0K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 5,000 | $16.1K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 4,037 | $13.0K | 0.00% | 00.0% | Unchanged |
| Adkins Seale Capital Management LLC | 3,714 | $11.9K | 0.01% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 3,600 | $11.6K | 0.00% | −1,500−29.4% | Reduced |
| EFG International AG | 3,100 | $9.95K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 2,737 | $8.79K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 2,000 | $6.42K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,662 | $5.34K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 782 | $2.31K | 0.00% | +782 | New |
| Morse Asset Management, Inc | 500 | $1.60K | 0.00% | −910−64.5% | Reduced |
| SRS Capital Advisors, Inc. | 405 | $1.30K | 0.00% | +402+13,400.0% | Added |
| IFP Advisors, Inc | 395 | $1.27K | 0.00% | 00.0% | Unchanged |
| BlackRock, Inc. | 376 | $1.21K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 245 | $787 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 197 | $632 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 150 | $482 | 0.00% | −100−40.0% | Reduced |
| Newbridge Financial Services Group, Inc. | 106 | $339 | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 100 | $321 | 0.00% | +100 | New |
| Caitong International Asset Management Co., Ltd | 91 | $292 | 0.00% | +52+133.3% | Added |
| FMR LLC | 50 | $161 | 0.00% | −2,181−97.8% | Reduced |
| Warren Averett Asset Management, LLC | 0 | $0 | 0.00% | −44,316−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −36,596−100.0% | Sold out |
| GK Wealth Management LLC | 0 | $0 | 0.00% | −20,500−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −19,652−100.0% | Sold out |
| Private Advisor Group, LLC | 0 | $0 | 0.00% | −15,712−100.0% | Sold out |
| V-Square Quantitative Management LLC | 0 | $0 | 0.00% | −11,430−100.0% | Sold out |
| Rahlfs Capital, LLC | 0 | $0 | 0.00% | −11,000−100.0% | Sold out |
| Kovack Advisors, Inc. | 0 | $0 | 0.00% | −10,500−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −1,150−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −377−100.0% | Sold out |
| Citigroup Inc | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Sunbelt Securities, Inc. | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |