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, Q4 2022
Institutional positions in San Juan Basin Royalty Trust as of Dec 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
- 102
- +23 vs. Q3 2022
- Shares held
- 7.52M
- +1.16M (+18.2%) vs. Q3 2022
- Total value
- $85.9M
- +$26.1M (+43.6%) vs. Q3 2022
- New holders
- 30
- 28 more added
- Sold out
- 7
- 23 more reduced
4 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2022: 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, Q4 2022
Shares, value and share of portfolio for each institution holding San Juan Basin Royalty Trust; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| K2 Principal Fund, L.P. | 2,393,209 | $27.3M | 7.46% | +557,893+30.4% | Added |
| McDaniel Terry & Co | 812,306 | $9.28M | 1.08% | +247,115+43.7% | Added |
| Wealthsource Partners, LLC | 535,912 | $6.12M | 0.43% | +23,259+4.5% | Added |
| Beck Bode, LLC | 306,307 | $3.49M | 0.79% | −2,003−0.6% | Reduced |
| Morgan Stanley | 258,604 | $2.95M | 0.00% | −336,140−56.5% | Reduced |
| Mraz, Amerine & Associates, Inc. | 230,972 | $2.63M | 0.62% | −2,500−1.1% | Reduced |
| Twin Focus Capital Partners, LLC | 219,624 | $2.51M | 0.52% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 215,472 | $2.46M | 0.01% | −35,300−14.1% | Reduced |
| Wells Fargo & Company | 181,891 | $2.08M | 0.00% | +55,800+44.3% | Added |
| Jefferies Financial Group Inc. | 175,000 | $2.00M | 0.03% | +175,000 | New |
| Bramshill Investments, LLC | 153,848 | $1.76M | 0.21% | +153,848 | New |
| Two Sigma Investments, LP | 134,709 | $1.54M | 0.00% | +78,913+141.4% | Added |
| Beacon Pointe Advisors, LLC | 114,621 | $1.31M | 0.03% | +114,621 | New |
| Price Jennifer C. | 100,240 | $1.14M | 0.27% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 80,155 | $915.0K | 0.10% | +80,155 | New |
| Cullen Capital Management LLC | 79,850 | $911.9K | 0.01% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 76,100 | $869.1K | 0.01% | +31,300+69.9% | Added |
| UBS Group AG | 69,785 | $796.9K | 0.00% | +34,114+95.6% | Added |
| Bank of America Corp | 68,346 | $780.5K | 0.00% | −5,644−7.6% | Reduced |
| Jenkins Wealth | 60,306 | $687.5K | 0.28% | +60,306 | New |
| Quadrature Capital Ltd | 59,442 | $678.2K | 0.02% | −13,317−18.3% | Reduced |
| CWA Asset Management Group, LLC | 56,929 | $649.9K | 0.05% | +5,837+11.4% | Added |
| Creative Planning | 54,218 | $619.1K | 0.00% | −3,374−5.9% | Reduced |
| Delta Investment Management, LLC | 50,911 | $581.4K | 0.19% | 00.0% | Unchanged |
| AE Wealth Management LLC | 50,312 | $574.5K | 0.00% | +5,119+11.3% | Added |
| Qube Research & Technologies Ltd | 47,260 | $539.7K | 0.00% | −16,526−25.9% | Reduced |
| Advisor Group Holdings, Inc. | 41,551 | $474.0K | 0.00% | +8,407+25.4% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 41,150 | $469.9K | 0.12% | 00.0% | Unchanged |
| Roundview Capital LLC | 40,000 | $456.0K | 0.05% | −10,000−20.0% | Reduced |
| Beck Mack & Oliver LLC | 39,580 | $452.0K | 0.01% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 38,393 | $438.5K | 0.00% | +16,728+77.2% | Added |
| Mariner, LLC | 34,051 | $389.0K | 0.00% | −190−0.6% | Reduced |
| Sigma Planning Corp | 34,050 | $388.9K | 0.01% | +34,050 | New |
| BlackRock Inc. | 32,536 | $371.6K | 0.00% | +7,760+31.3% | Added |
| Heritage Trust Co | 30,201 | $344.9K | 0.06% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 30,143 | $344.0K | 0.00% | −109−0.4% | Reduced |
| Alps Advisors Inc | 27,416 | $313.1K | 0.00% | −10.0% | Reduced |
| PRW Wealth Management LLC | 27,034 | $308.2K | 0.13% | 00.0% | Unchanged |
| Meixler Investment Management, Ltd. | 26,955 | $307.8K | 0.31% | −500−1.8% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 26,053 | $297.5K | 0.00% | +7,035+37.0% | Added |
| Advisory Services Network, LLC | 24,800 | $283.2K | 0.01% | +2,999+13.8% | Added |
| International Assets Investment Management, LLC | 24,695 | $282.0K | 0.03% | +24,695 | New |
| Everett Harris & Co | 24,004 | $274.0K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 22,368 | $255.4K | 0.01% | +22,368 | New |
| Quantbot Technologies LP | 21,407 | $244.5K | 0.02% | +16,735+358.2% | Added |
| Two Sigma Advisers, LP | 20,500 | $234.1K | 0.00% | +4,900+31.4% | Added |
| State of Wyoming | 19,230 | $219.6K | 0.07% | −718−3.6% | Reduced |
| Walkner Condon Financial Advisors LLC | 19,096 | $218.1K | 0.07% | +232+1.2% | Added |
| Van Den Berg Management I, Inc | 17,500 | $199.8K | 0.07% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 16,442 | $187.0K | 0.01% | −137−0.8% | Reduced |
| Foundation Resource Management Inc | 16,125 | $184.0K | 0.03% | 00.0% | Unchanged |
| Walleye Capital LLC | 15,529 | $177.3K | 0.00% | −73,271−82.5% | Reduced |
| Lazard Asset Management LLC | 15,317 | $174.0K | 0.00% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 14,099 | $161.0K | 0.02% | −4,048−22.3% | Reduced |
| Susquehanna Fundamental Investments, LLC | 14,018 | $160.1K | 0.00% | +2,421+20.9% | Added |
| Boston Private Wealth LLC | 12,647 | $144.4K | 0.00% | +12,647 | New |
| Ameriprise Financial Inc | 12,446 | $142.0K | 0.00% | +877+7.6% | Added |
| Horizon Kinetics Asset Management LLC | 12,160 | $138.9K | 0.00% | +12,160 | New |
| Raymond James & Associates | 11,525 | $131.6K | 0.00% | −11,316−49.5% | Reduced |
| Commonwealth Equity Services, LLC | 11,440 | $130.0K | 0.00% | +11,440 | New |
| Moors & Cabot, Inc. | 11,100 | $126.8K | 0.01% | +11,100 | New |
| Millennium Management LLC | 11,036 | $126.0K | 0.00% | +11,036 | New |
| Virtu Financial LLC | 10,772 | $123.0K | 0.02% | −2,772−20.5% | Reduced |
| Royal Bank of Canada | 10,638 | $121.0K | 0.00% | +8,046+310.4% | Added |
| XTX Topco Ltd | 10,438 | $119.2K | 0.03% | +10,438 | New |
| Yarbrough Capital, LLC | 6,082 | $69.3K | 0.01% | +6,082 | New |
| US Bancorp | 5,831 | $66.6K | 0.00% | +1,506+34.8% | Added |
| Dorsey Wright & Associates | 5,153 | $58.8K | 0.02% | +5,153 | New |
| U.S. Capital Wealth Advisors, LLC | 5,000 | $57.1K | 0.00% | +5,000 | New |
| Money Concepts Capital Corp | 4,013 | $45.8K | 0.00% | +4,013 | New |
| Cullen/Frost Bankers, Inc. | 3,905 | $44.6K | 0.00% | +750+23.8% | Added |
| Simplex Trading, LLC | 3,907 | $44.0K | 0.00% | +3,907 | New |
| Madden Securities Corp | 3,200 | $36.5K | 0.02% | +3,200 | New |
| Clear Street Markets LLC | 3,100 | $35.0K | 0.01% | +1,200+63.2% | Added |
| Steward Partners Investment Advisory, LLC | 2,664 | $30.4K | 0.00% | +36+1.4% | Added |
| Parallel Advisors, LLC | 2,363 | $27.0K | 0.00% | +1,770+298.5% | Added |
| Brown Brothers Harriman & Co | 2,000 | $22.8K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 2,000 | $22.8K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 1,949 | $22.0K | 0.02% | +1,873+2,464.5% | Added |
| Sound Income Strategies, LLC | 1,660 | $19.0K | 0.00% | +1,660 | New |
| Bessemer Group Inc | 1,600 | $18.0K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 1,554 | $18.0K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 1,200 | $13.7K | 0.00% | +1,200 | New |
| Signaturefd, LLC | 1,146 | $13.1K | 0.00% | −17−1.5% | Reduced |
| Rockefeller Capital Management L.P. | 1,064 | $12.0K | 0.00% | +9+0.9% | Added |
| Hexagon Capital Partners LLC | 1,000 | $11.4K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 852 | $10.0K | 0.00% | −5,646−86.9% | Reduced |
| Whittier Trust Co | 846 | $9.66K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 740 | $8.43K | 0.00% | +240+48.0% | Added |
| Citadel Advisors LLC | 566 | $6.46K | 0.00% | +566 | New |
| First Manhattan Co | 500 | $5.71K | 0.00% | +500 | New |
| Compass Wealth Management LLC | 350 | $4.00K | 0.00% | +350 | New |
| Norwood Financial Corp | 302 | $3.45K | 0.01% | 00.0% | Unchanged |
| PSI Advisors, LLC | 280 | $3.20K | 0.00% | +280 | New |
| IFP Advisors, Inc | 350 | $3.00K | 0.00% | −500−58.8% | Reduced |
| Plante Moran Financial Advisors, LLC | 197 | $2.25K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 166 | $1.89K | 0.00% | −64−27.8% | Reduced |
| GWM Advisors LLC | 78 | $879 | 0.00% | +78 | New |
| Global Retirement Partners, LLC | 75 | $857 | 0.00% | +75 | New |
| Lee Financial Co | 35 | $400 | 0.00% | 00.0% | Unchanged |