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