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, Q3 2021
Institutional positions in San Juan Basin Royalty Trust as of Sep 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
- 58
- +7 vs. Q2 2021
- Shares held
- 4.80M
- −1.91M (−28.5%) vs. Q2 2021
- Total value
- $24.3M
- −$10.2M (−29.6%) vs. Q2 2021
- New holders
- 13
- 16 more added
- Sold out
- 6
- 11 more reduced
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding San Juan Basin Royalty Trust; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Lee Financial Co | 35 | $0 | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 9 | $0 | 0.00% | +9 | New |
| Rockefeller Capital Management L.P. | 1 | $0 | 0.00% | +1 | New |
| Koshinski Asset Management, Inc. | 60 | $304 | 0.00% | +60 | New |
| Plante Moran Financial Advisors, LLC | 197 | $1.00K | 0.00% | −2−1.0% | Reduced |
| Cordasco Financial Network | 300 | $2.00K | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 300 | $2.00K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 330 | $2.00K | 0.00% | +330 | New |
| Herold Advisors, Inc. | 600 | $3.00K | 0.00% | +600 | New |
| Whittier Trust Co | 846 | $4.00K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 792 | $4.01K | 0.00% | +792 | New |
| Steward Partners Investment Advisory, LLC | 1,273 | $6.00K | 0.00% | +10+0.8% | Added |
| 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 |
| Cullen/Frost Bankers, Inc. | 4,155 | $21.0K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 4,642 | $23.0K | 0.00% | −476−9.3% | Reduced |
| Tower Research Capital LLC (TRC) | 8,593 | $43.0K | 0.00% | +4,879+131.4% | Added |
| Dorsey Wright & Associates | 8,765 | $44.0K | 0.01% | +688+8.5% | Added |
| Royal Bank of Canada | 9,555 | $48.0K | 0.00% | +9,500+17,272.7% | Added |
| Sigma Planning Corp | 11,017 | $56.0K | 0.00% | +217+2.0% | Added |
| Advisor Group Holdings, Inc. | 12,361 | $63.0K | 0.00% | −200−1.6% | Reduced |
| Simplex Trading, LLC | 12,807 | $66.0K | 0.00% | +316+2.5% | Added |
| Captrust Financial Advisors | 13,047 | $67.0K | 0.00% | +2,000+18.1% | Added |
| Wolverine Trading, LLC | 13,623 | $69.0K | 0.00% | −10,051−42.5% | Reduced |
| Van Den Berg Management I, Inc | 15,500 | $78.0K | 0.02% | 00.0% | Unchanged |
| Silicon Hills Wealth Management, LLC | 15,652 | $79.0K | 0.05% | +15,652 | New |
| Foundation Resource Management Inc | 16,125 | $82.0K | 0.02% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 17,400 | $88.0K | 0.00% | −389−2.2% | Reduced |
| Huntington National Bank | 17,332 | $88.0K | 0.00% | +17,332 | New |
| Everett Harris & Co | 19,004 | $96.0K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 20,356 | $103.0K | 0.00% | +7,504+58.4% | Added |
| Enterprise Financial Services Corp | 21,000 | $106.0K | 0.01% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 24,807 | $126.0K | 0.00% | −7,281−22.7% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 25,654 | $130.0K | 0.00% | +1,894+8.0% | Added |
| Raymond James & Associates | 26,100 | $132.0K | 0.00% | +15,900+155.9% | Added |
| Russell Investments Group, Ltd. | 27,700 | $140.0K | 0.00% | +10,900+64.9% | Added |
| Heritage Trust Co | 30,201 | $153.0K | 0.02% | 00.0% | Unchanged |
| Marshall Wace, LLP | 30,350 | $154.0K | 0.00% | +30,350 | New |
| Bank of Montreal | 30,400 | $164.0K | 0.00% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 37,376 | $189.0K | 0.01% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 41,132 | $208.0K | 0.02% | +41,132 | New |
| Beck Mack & Oliver LLC | 41,980 | $212.0K | 0.01% | −3,700−8.1% | Reduced |
| Citadel Advisors LLC | 46,441 | $235.0K | 0.00% | +19,211+70.6% | Added |
| Delta Investment Management, LLC | 50,911 | $258.0K | 0.08% | −110.0% | Reduced |
| Creative Planning | 55,235 | $279.0K | 0.00% | +55,235 | New |
| Two Sigma Investments, LP | 67,199 | $340.0K | 0.00% | +67,199 | New |
| Bank of America Corp | 99,247 | $503.0K | 0.00% | −7,625−7.1% | Reduced |
| Roundview Capital LLC | 100,000 | $507.0K | 0.06% | 00.0% | Unchanged |
| Price Michael F | 100,240 | $507.0K | 0.06% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 144,786 | $733.0K | 0.00% | +51,764+55.6% | Added |
| Wells Fargo & Company | 145,720 | $737.0K | 0.00% | +8,914+6.5% | Added |
| Mraz, Amerine & Associates, Inc. | 224,701 | $1.14M | 0.31% | −1,764−0.8% | Reduced |
| HighTower Advisors, LLC | 242,065 | $1.23M | 0.00% | +242,065 | New |
| Morgan Stanley | 422,822 | $2.14M | 0.00% | +251,562+146.9% | Added |
| Wealthsource Partners, LLC | 438,880 | $2.22M | 0.19% | +8,870+2.1% | Added |
| McDaniel Terry & Co | 565,191 | $2.86M | 0.33% | 00.0% | Unchanged |
| First Eagle Investment Management, LLC | 1,531,078 | $7.75M | 0.02% | −2,567,857−62.6% | Reduced |
| Essex Financial Services, Inc. | 0 | $0 | 0.00% | −124,300−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −23,895−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −22,429−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −6,154−100.0% | Sold out |
| UBS Group AG | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |