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 |
|---|---|---|---|---|---|
| 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 |
| Plante Moran Financial Advisors, LLC | 199 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cordasco Financial Network | 300 | $2.00K | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 300 | $2.00K | 0.00% | +300 | New |
| UBS Group AG | 600 | $3.00K | 0.00% | +600 | New |
| Whittier Trust Co | 846 | $4.00K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,263 | $6.00K | 0.00% | −730−36.6% | Reduced |
| Bessemer Group Inc | 1,600 | $8.00K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 2,000 | $10.0K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 2,090 | $10.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 3,714 | $19.0K | 0.00% | +3,714 | New |
| Cullen/Frost Bankers, Inc. | 4,155 | $21.0K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 5,118 | $26.0K | 0.00% | +5,118 | New |
| Advisory Services Network, LLC | 6,154 | $32.0K | 0.00% | +6,154 | New |
| Dorsey Wright & Associates | 8,077 | $42.0K | 0.01% | +8,077 | New |
| Raymond James & Associates | 10,200 | $52.0K | 0.00% | 00.0% | Unchanged |
| Sigma Planning Corp | 10,800 | $56.0K | 0.00% | +410+3.9% | Added |
| Captrust Financial Advisors | 11,047 | $57.0K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 12,491 | $64.0K | 0.00% | +119+1.0% | Added |
| Advisor Group Holdings, Inc. | 12,561 | $65.0K | 0.00% | −200−1.6% | Reduced |
| Jane Street Group, LLC | 12,852 | $66.0K | 0.00% | +12,852 | New |
| Van Den Berg Management I, Inc | 15,500 | $80.0K | 0.02% | 00.0% | Unchanged |
| Foundation Resource Management Inc | 16,125 | $83.0K | 0.02% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 16,800 | $86.0K | 0.00% | +16,800 | New |
| Capital Investment Advisors, LLC | 17,789 | $92.0K | 0.00% | +21+0.1% | Added |
| Everett Harris & Co | 19,004 | $98.0K | 0.00% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 21,000 | $108.0K | 0.02% | 00.0% | Unchanged |
| Virtu Financial LLC | 22,429 | $115.0K | 0.01% | +22,429 | New |
| Wolverine Trading, LLC | 23,674 | $121.0K | 0.00% | +23,674 | New |
| Raymond James Financial Services Advisors, Inc. | 23,760 | $122.0K | 0.00% | +113+0.5% | Added |
| Millennium Management LLC | 23,895 | $123.0K | 0.00% | +23,895 | New |
| Citadel Advisors LLC | 27,230 | $140.0K | 0.00% | +8,518+45.5% | Added |
| Heritage Trust Co | 30,201 | $156.0K | 0.02% | 00.0% | Unchanged |
| Bank of Montreal | 30,400 | $164.0K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 32,088 | $165.0K | 0.00% | −4,329−11.9% | Reduced |
| Ingalls & Snyder LLC | 37,376 | $192.0K | 0.01% | 00.0% | Unchanged |
| Beck Mack & Oliver LLC | 45,680 | $235.0K | 0.01% | 00.0% | Unchanged |
| Delta Investment Management, LLC | 50,922 | $262.0K | 0.08% | −40,000−44.0% | Reduced |
| Susquehanna International Group, LLP | 93,022 | $478.0K | 0.00% | +79,181+572.1% | Added |
| Price Michael F | 100,240 | $515.0K | 0.06% | 00.0% | Unchanged |
| Roundview Capital LLC | 100,000 | $516.0K | 0.06% | 00.0% | Unchanged |
| Bank of America Corp | 106,872 | $549.0K | 0.00% | −13,016−10.9% | Reduced |
| Essex Financial Services, Inc. | 124,300 | $639.0K | 0.09% | +124,300 | New |
| Wells Fargo & Company | 136,806 | $704.0K | 0.00% | −114,615−45.6% | Reduced |
| Morgan Stanley | 171,260 | $880.0K | 0.00% | −12,323−6.7% | Reduced |
| Mraz, Amerine & Associates, Inc. | 226,465 | $1.17M | 0.32% | −1,786−0.8% | Reduced |
| Wealthsource Partners, LLC | 430,010 | $2.21M | 0.20% | +16,484+4.0% | Added |
| McDaniel Terry & Co | 565,191 | $2.90M | 0.33% | 00.0% | Unchanged |
| First Eagle Investment Management, LLC | 4,098,935 | $21.1M | 0.05% | 00.0% | Unchanged |
| 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 |