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 2022
Institutional positions in San Juan Basin Royalty Trust as of Mar 31, 2022. 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
- 77
- +15 vs. Q4 2021
- Shares held
- 6.39M
- +796.5K (+14.2%) vs. Q4 2021
- Total value
- $56.0M
- +$21.9M (+64.2%) vs. Q4 2021
- New holders
- 23
- 21 more added
- Sold out
- 8
- 10 more reduced
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding San Juan Basin Royalty Trust; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| K2 Principal Fund, L.P. | 2,037,213 | $17.9M | 3.11% | +22,494+1.1% | Added |
| McDaniel Terry & Co | 565,191 | $4.96M | 0.54% | 00.0% | Unchanged |
| Wealthsource Partners, LLC | 480,228 | $4.21M | 0.28% | +22,986+5.0% | Added |
| Morgan Stanley | 387,381 | $3.40M | 0.00% | −273,652−41.4% | Reduced |
| BNP Paribas Arbitrage, SA | 252,471 | $2.21M | 0.00% | +252,027+56,762.8% | Added |
| HighTower Advisors, LLC | 242,876 | $2.12M | 0.00% | +1,006+0.4% | Added |
| Mraz, Amerine & Associates, Inc. | 234,339 | $2.04M | 0.49% | +9,480+4.2% | Added |
| Susquehanna International Group, LLP | 212,692 | $1.86M | 0.00% | +88,749+71.6% | Added |
| Twin Focus Capital Partners, LLC | 189,624 | $1.66M | 0.32% | +128,700+211.2% | Added |
| Wells Fargo & Company | 160,357 | $1.41M | 0.00% | +120+0.1% | Added |
| Clear Street Markets LLC | 125,200 | $1.10M | 0.33% | +125,200 | New |
| Acadian Asset Management LLC | 113,559 | $995.0K | 0.00% | +52,869+87.1% | Added |
| Group One Trading, L.P. | 110,243 | $967.0K | 0.02% | +23,578+27.2% | Added |
| Price Michael F | 100,240 | $879.0K | 0.10% | 00.0% | Unchanged |
| Cullen Capital Management LLC | 79,850 | $700.0K | 0.01% | +79,850 | New |
| Bank of America Corp | 76,922 | $674.0K | 0.00% | −14,525−15.9% | Reduced |
| Simplex Trading, LLC | 76,838 | $673.0K | 0.02% | +70,650+1,141.7% | Added |
| Citadel Advisors LLC | 74,973 | $658.0K | 0.00% | +74,973 | New |
| Alps Advisors Inc | 56,370 | $494.0K | 0.01% | +56,370 | New |
| CWA Asset Management Group, LLC | 55,080 | $483.0K | 0.04% | +5,303+10.7% | Added |
| Roundview Capital LLC | 55,000 | $480.0K | 0.05% | −35,000−38.9% | Reduced |
| Creative Planning | 52,657 | $462.0K | 0.00% | +52,657 | New |
| Delta Investment Management, LLC | 50,911 | $446.0K | 0.13% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 42,300 | $371.0K | 0.09% | +42,300 | New |
| Beck Mack & Oliver LLC | 39,780 | $349.0K | 0.01% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 37,376 | $328.0K | 0.01% | 00.0% | Unchanged |
| Mariner, LLC | 33,941 | $298.0K | 0.00% | +33,941 | New |
| Goff John C | 30,700 | $269.0K | 0.25% | 00.0% | Unchanged |
| Meixler Investment Management, Ltd. | 30,130 | $264.0K | 0.26% | −2,000−6.2% | Reduced |
| Heritage Trust Co | 30,201 | $264.0K | 0.04% | 00.0% | Unchanged |
| PRW Wealth Management LLC | 25,034 | $218.0K | 0.10% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 23,748 | $208.0K | 0.00% | +2,307+10.8% | Added |
| Quadrature Capital Ltd | 23,701 | $207.0K | 0.01% | +5,827+32.6% | Added |
| Raymond James Financial Services Advisors, Inc. | 22,835 | $200.0K | 0.00% | −4,432−16.3% | Reduced |
| Gsa Capital Partners LLP | 19,876 | $174.0K | 0.02% | +19,876 | New |
| Everett Harris & Co | 19,004 | $167.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 18,240 | $160.0K | 0.08% | +18,240 | New |
| Van Den Berg Management I, Inc | 17,500 | $153.0K | 0.03% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 17,138 | $150.0K | 0.00% | +25+0.1% | Added |
| Foundation Resource Management Inc | 16,125 | $141.0K | 0.02% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 17,454 | $135.0K | 0.00% | +5,093+41.2% | Added |
| Kovack Advisors, Inc. | 15,000 | $131.0K | 0.01% | +15,000 | New |
| Captrust Financial Advisors | 13,047 | $115.0K | 0.00% | 00.0% | Unchanged |
| Raymond James & Associates | 12,900 | $113.0K | 0.00% | +400+3.2% | Added |
| Susquehanna Fundamental Investments, LLC | 11,597 | $102.0K | 0.00% | +11,597 | New |
| LPL Financial LLC | 11,509 | $101.0K | 0.00% | +11,509 | New |
| Silicon Hills Wealth Management, LLC | 10,402 | $91.0K | 0.06% | −5,150−33.1% | Reduced |
| BlackRock Inc. | 8,976 | $79.0K | 0.00% | +7,260+423.1% | Added |
| Dorsey Wright & Associates | 8,937 | $78.0K | 0.02% | −1,204−11.9% | Reduced |
| Russell Investments Group, Ltd. | 8,063 | $70.0K | 0.00% | −19,637−70.9% | Reduced |
| Lazard Asset Management LLC | 6,218 | $54.0K | 0.00% | +77+1.3% | Added |
| Koshinski Asset Management, Inc. | 5,792 | $50.5K | 0.00% | +5,732+9,553.3% | Added |
| US Bancorp | 4,000 | $35.0K | 0.00% | +4,000 | New |
| Cullen/Frost Bankers, Inc. | 3,405 | $30.0K | 0.00% | −950−21.8% | Reduced |
| FourThought Financial, LLC | 2,090 | $18.0K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 2,000 | $17.0K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 1,998 | $17.0K | 0.00% | +1,998 | New |
| Bessemer Group Inc | 1,600 | $14.0K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 1,216 | $11.0K | 0.00% | +1,216 | New |
| Steward Partners Investment Advisory, LLC | 1,169 | $10.0K | 0.00% | +24+2.1% | Added |
| Royal Bank of Canada | 969 | $8.00K | 0.00% | −5,586−85.2% | Reduced |
| Whittier Trust Co | 846 | $7.00K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 792 | $6.95K | 0.00% | 00.0% | Unchanged |
| Bivin & Associates, Inc. | 700 | $6.00K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 850 | $6.00K | 0.00% | +850 | New |
| Signaturefd, LLC | 599 | $5.00K | 0.00% | +599 | New |
| Parallel Advisors, LLC | 581 | $5.00K | 0.00% | +581 | New |
| Trustcore Financial Services, LLC | 600 | $5.00K | 0.00% | +600 | New |
| Citigroup Inc | 400 | $4.00K | 0.00% | +400 | New |
| Norwood Financial Corp | 302 | $3.00K | 0.00% | 00.0% | Unchanged |
| Cordasco Financial Network | 300 | $3.00K | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 300 | $3.00K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 400 | $3.00K | 0.00% | +400 | New |
| Plante Moran Financial Advisors, LLC | 197 | $2.00K | 0.00% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 113 | $1.00K | 0.00% | +113 | New |
| Lee Financial Co | 35 | $0 | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 100 | $0 | 0.00% | +100 | New |
| Millennium Management LLC | 0 | $0 | 0.00% | −45,691−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −16,000−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −15,117−100.0% | Sold out |
| Sigma Planning Corp | 0 | $0 | 0.00% | −11,480−100.0% | Sold out |
| Chilton Capital Management LLC | 0 | $0 | 0.00% | −8,400−100.0% | Sold out |
| UBS Group AG | 0 | $0 | 0.00% | −1,313−100.0% | Sold out |
| Shore Point Advisors, LLC | 0 | $0 | 0.00% | −488−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |