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 2021
Institutional positions in San Juan Basin Royalty Trust as of Jun 30, 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
- 51
- +8 vs. Q1 2021
- Shares held
- 6.71M
- +72.3K (+1.1%) vs. Q1 2021
- Total value
- $34.5M
- +$8.22M (+31.2%) vs. Q1 2021
- New holders
- 13
- 7 more added
- Sold out
- 5
- 8 more reduced
Compare with Q1 2021: 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 | $86.8M |
| Q3 2025 | 88 | $91.6M |
| Q2 2025 | 86 | $90.1M |
| Q1 2025 | 86 | $72.7M |
| Q4 2024 | 87 | $34.5M |
| Q3 2024 | 77 | $26.1M |
| Q2 2024 | 76 | $24.7M |
| Q1 2024 | 82 | $38.3M |
| Q4 2023 | 97 | $24.9M |
| 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 | $34.1M |
| Q3 2021 | 58 | $24.3M |
| Q2 2021 | 51 | $34.5M |
| Q1 2021 | 43 | $26.3M |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding San Juan Basin Royalty Trust; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| First Eagle Investment Management, LLC | 4,098,935 | $21.1M | 0.05% | 00.0% | Unchanged |
| McDaniel Terry & Co | 565,191 | $2.90M | 0.33% | 00.0% | Unchanged |
| Wealthsource Partners, LLC | 430,010 | $2.21M | 0.20% | +16,484+4.0% | Added |
| Mraz, Amerine & Associates, Inc. | 226,465 | $1.17M | 0.32% | −1,786−0.8% | Reduced |
| Morgan Stanley | 171,260 | $880.0K | 0.00% | −12,323−6.7% | Reduced |
| Wells Fargo & Company | 136,806 | $704.0K | 0.00% | −114,615−45.6% | Reduced |
| Essex Financial Services, Inc. | 124,300 | $639.0K | 0.09% | +124,300 | New |
| Bank of America Corp | 106,872 | $549.0K | 0.00% | −13,016−10.9% | Reduced |
| Roundview Capital LLC | 100,000 | $516.0K | 0.06% | 00.0% | Unchanged |
| Price Michael F | 100,240 | $515.0K | 0.06% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 93,022 | $478.0K | 0.00% | +79,181+572.1% | Added |
| Delta Investment Management, LLC | 50,922 | $262.0K | 0.08% | −40,000−44.0% | Reduced |
| Beck Mack & Oliver LLC | 45,680 | $235.0K | 0.01% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 37,376 | $192.0K | 0.01% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 32,088 | $165.0K | 0.00% | −4,329−11.9% | Reduced |
| Bank of Montreal | 30,400 | $164.0K | 0.00% | 00.0% | Unchanged |
| Heritage Trust Co | 30,201 | $156.0K | 0.02% | 00.0% | Unchanged |
| Citadel Advisors LLC | 27,230 | $140.0K | 0.00% | +8,518+45.5% | Added |
| Millennium Management LLC | 23,895 | $123.0K | 0.00% | +23,895 | New |
| Raymond James Financial Services Advisors, Inc. | 23,760 | $122.0K | 0.00% | +113+0.5% | Added |
| Wolverine Trading, LLC | 23,674 | $121.0K | 0.00% | +23,674 | New |
| Virtu Financial LLC | 22,429 | $115.0K | 0.01% | +22,429 | New |
| Enterprise Financial Services Corp | 21,000 | $108.0K | 0.02% | 00.0% | Unchanged |
| Everett Harris & Co | 19,004 | $98.0K | 0.00% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 17,789 | $92.0K | 0.00% | +21+0.1% | Added |
| Russell Investments Group, Ltd. | 16,800 | $86.0K | 0.00% | +16,800 | New |
| Foundation Resource Management Inc | 16,125 | $83.0K | 0.02% | 00.0% | Unchanged |
| Van Den Berg Management I, Inc | 15,500 | $80.0K | 0.02% | 00.0% | Unchanged |
| Jane Street Group, LLC | 12,852 | $66.0K | 0.00% | +12,852 | New |
| Advisor Group Holdings, Inc. | 12,561 | $65.0K | 0.00% | −200−1.6% | Reduced |
| Simplex Trading, LLC | 12,491 | $64.0K | 0.00% | +119+1.0% | Added |
| Captrust Financial Advisors | 11,047 | $57.0K | 0.00% | 00.0% | Unchanged |
| Sigma Planning Corp | 10,800 | $56.0K | 0.00% | +410+3.9% | Added |
| Raymond James & Associates | 10,200 | $52.0K | 0.00% | 00.0% | Unchanged |
| Dorsey Wright & Associates | 8,077 | $42.0K | 0.01% | +8,077 | New |
| Advisory Services Network, LLC | 6,154 | $32.0K | 0.00% | +6,154 | New |
| Lazard Asset Management LLC | 5,118 | $26.0K | 0.00% | +5,118 | New |
| Cullen/Frost Bankers, Inc. | 4,155 | $21.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 3,714 | $19.0K | 0.00% | +3,714 | New |
| South State Corp. | 2,000 | $10.0K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 2,090 | $10.0K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 1,600 | $8.00K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,263 | $6.00K | 0.00% | −730−36.6% | Reduced |
| Whittier Trust Co | 846 | $4.00K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 600 | $3.00K | 0.00% | +600 | New |
| Cordasco Financial Network | 300 | $2.00K | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 300 | $2.00K | 0.00% | +300 | New |
| Plante Moran Financial Advisors, LLC | 199 | $1.00K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 55 | $0 | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 35 | $0 | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1 | $0 | 0.00% | +1 | New |
| California Public Employees Retirement System | 0 | $0 | 0.00% | −89,876−100.0% | Sold out |
| Wealthcare Advisory Partners LLC | 0 | $0 | 0.00% | −1,554−100.0% | Sold out |
| Financial Management Professionals, Inc. | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| First Manhattan Co | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −400−100.0% | Sold out |