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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, Q1 2021

Institutional positions in San Juan Basin Royalty Trust as of Mar 31, 2021. 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
43
No complete 13F data for Q4 2020
Shares held
6.64M
No complete 13F data for Q4 2020
Total value
$26.3M
No complete 13F data for Q4 2020

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.

Institutional holdersQ1 2021: 43 institutions
Q1 2021: 43 institutionsQ2 2021: 51 institutionsQ3 2021: 58 institutionsQ4 2021: 62 institutionsQ1 2022: 77 institutionsQ2 2022: 86 institutionsQ3 2022: 83 institutionsQ4 2022: 102 institutionsQ1 2023: 93 institutionsQ2 2023: 100 institutionsQ3 2023: 99 institutionsQ4 2023: 97 institutionsQ1 2024: 82 institutionsQ2 2024: 76 institutionsQ3 2024: 77 institutionsQ4 2024: 87 institutionsQ1 2025: 86 institutionsQ2 2025: 86 institutionsQ3 2025: 88 institutionsQ4 2025: 90 institutionsQ1 2026: 89 institutionsQ2 2026: 82 institutions
Value heldQ1 2021: $26.3M
Q1 2021: $26.3MQ2 2021: $34.5MQ3 2021: $24.3MQ4 2021: $34.1MQ1 2022: $56.0MQ2 2022: $50.6MQ3 2022: $62.0MQ4 2022: $85.9MQ1 2023: $72.9MQ2 2023: $47.1MQ3 2023: $27.6MQ4 2023: $24.9MQ1 2024: $38.3MQ2 2024: $24.7MQ3 2024: $26.1MQ4 2024: $34.5MQ1 2025: $72.7MQ2 2025: $90.1MQ3 2025: $91.6MQ4 2025: $86.8MQ1 2026: $79.1MQ2 2026: $55.6M
Institutions holding SJT and their total value by quarter
QuarterHoldersValue
Q2 202682$55.6M
Q1 202689$79.1M
Q4 202590$86.8M
Q3 202588$91.6M
Q2 202586$90.1M
Q1 202586$72.7M
Q4 202487$34.5M
Q3 202477$26.1M
Q2 202476$24.7M
Q1 202482$38.3M
Q4 202397$24.9M
Q3 202399$27.6M
Q2 2023100$47.1M
Q1 202393$72.9M
Q4 2022102$85.9M
Q3 202283$62.0M
Q2 202286$50.6M
Q1 202277$56.0M
Q4 202162$34.1M
Q3 202158$24.3M
Q2 202151$34.5M
Q1 202143$26.3M

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding San Juan Basin Royalty Trust.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding SJT in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Royal Bank of Canada55$00.00%––
Lee Financial Co35$00.00%––
Plante Moran Financial Advisors, LLC199$1.00K0.00%––
Cordasco Financial Network300$1.00K0.00%––
Geneos Wealth Management Inc.400$1.00K0.00%––
First Manhattan Co600$2.00K0.00%––
Whittier Trust Co846$3.00K0.00%––
Financial Management Professionals, Inc.1,000$4.00K0.00%––
Bessemer Group Inc1,600$6.00K0.00%––
Wealthcare Advisory Partners LLC1,554$6.00K0.00%––
Steward Partners Investment Advisory, LLC1,993$7.89K0.00%––
South State Corp.2,000$8.00K0.00%––
FourThought Financial, LLC2,090$8.00K0.00%––
Cullen/Frost Bankers, Inc.4,155$16.0K0.00%––
Raymond James & Associates10,200$40.0K0.00%––
Sigma Planning Corp10,390$41.0K0.00%––
Captrust Financial Advisors11,047$44.0K0.00%––
Simplex Trading, LLC12,372$48.0K0.00%––
Advisor Group Holdings, Inc.12,761$51.0K0.00%––
Susquehanna International Group, LLP13,841$55.0K0.00%––
Van Den Berg Management I, Inc15,500$61.0K0.01%––
Foundation Resource Management Inc16,125$64.0K0.02%––
Capital Investment Advisors, LLC17,768$70.0K0.00%––
Citadel Advisors LLC18,712$74.0K0.00%––
Everett Harris & Co19,004$75.0K0.00%––
Enterprise Financial Services Corp21,000$83.0K0.01%––
Raymond James Financial Services Advisors, Inc.23,647$94.0K0.00%––
Heritage Trust Co30,201$120.0K0.02%––
Bank of Montreal30,400$127.0K0.00%––
Cambridge Investment Research Advisors, Inc.36,417$144.0K0.00%––
Ingalls & Snyder LLC37,376$148.0K0.01%––
Beck Mack & Oliver LLC45,680$181.0K0.01%––
California Public Employees Retirement System89,876$356.0K0.00%––
Delta Investment Management, LLC90,922$360.0K0.11%––
Roundview Capital LLC100,000$396.0K0.05%––
Price Michael F100,240$397.0K0.05%––
Bank of America Corp119,888$475.0K0.00%––
Morgan Stanley183,583$727.0K0.00%––
Mraz, Amerine & Associates, Inc.228,251$904.0K0.26%––
Wells Fargo & Company251,421$996.0K0.00%––
Wealthsource Partners, LLC413,526$1.64M0.16%––
McDaniel Terry & Co565,191$2.24M0.27%––
First Eagle Investment Management, LLC4,098,935$16.2M0.04%––