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 |
|---|---|---|---|---|---|
| JPMorgan Chase & Co | 4 | $0 | 0.00% | +4 | New |
| Allworth Financial LP | 33 | $371 | 0.00% | +33 | New |
| Lee Financial Co | 35 | $400 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 75 | $857 | 0.00% | +75 | New |
| GWM Advisors LLC | 78 | $879 | 0.00% | +78 | New |
| Quadrant Capital Group LLC | 166 | $1.89K | 0.00% | −64−27.8% | Reduced |
| Plante Moran Financial Advisors, LLC | 197 | $2.25K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 350 | $3.00K | 0.00% | −500−58.8% | Reduced |
| PSI Advisors, LLC | 280 | $3.20K | 0.00% | +280 | New |
| Norwood Financial Corp | 302 | $3.45K | 0.01% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 350 | $4.00K | 0.00% | +350 | New |
| First Manhattan Co | 500 | $5.71K | 0.00% | +500 | New |
| Citadel Advisors LLC | 566 | $6.46K | 0.00% | +566 | New |
| Stonebridge Capital Advisors LLC | 740 | $8.43K | 0.00% | +240+48.0% | Added |
| Whittier Trust Co | 846 | $9.66K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 852 | $10.0K | 0.00% | −5,646−86.9% | Reduced |
| Hexagon Capital Partners LLC | 1,000 | $11.4K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 1,064 | $12.0K | 0.00% | +9+0.9% | Added |
| Signaturefd, LLC | 1,146 | $13.1K | 0.00% | −17−1.5% | Reduced |
| Federation des caisses Desjardins du Quebec | 1,200 | $13.7K | 0.00% | +1,200 | 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 |
| Sound Income Strategies, LLC | 1,660 | $19.0K | 0.00% | +1,660 | New |
| Covestor Ltd | 1,949 | $22.0K | 0.02% | +1,873+2,464.5% | Added |
| South State Corp. | 2,000 | $22.8K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 2,000 | $22.8K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 2,363 | $27.0K | 0.00% | +1,770+298.5% | Added |
| Steward Partners Investment Advisory, LLC | 2,664 | $30.4K | 0.00% | +36+1.4% | Added |
| Clear Street Markets LLC | 3,100 | $35.0K | 0.01% | +1,200+63.2% | Added |
| Madden Securities Corp | 3,200 | $36.5K | 0.02% | +3,200 | New |
| Simplex Trading, LLC | 3,907 | $44.0K | 0.00% | +3,907 | New |
| Cullen/Frost Bankers, Inc. | 3,905 | $44.6K | 0.00% | +750+23.8% | Added |
| Money Concepts Capital Corp | 4,013 | $45.8K | 0.00% | +4,013 | New |
| U.S. Capital Wealth Advisors, LLC | 5,000 | $57.1K | 0.00% | +5,000 | New |
| Dorsey Wright & Associates | 5,153 | $58.8K | 0.02% | +5,153 | New |
| US Bancorp | 5,831 | $66.6K | 0.00% | +1,506+34.8% | Added |
| Yarbrough Capital, LLC | 6,082 | $69.3K | 0.01% | +6,082 | New |
| XTX Topco Ltd | 10,438 | $119.2K | 0.03% | +10,438 | New |
| Royal Bank of Canada | 10,638 | $121.0K | 0.00% | +8,046+310.4% | Added |
| Virtu Financial LLC | 10,772 | $123.0K | 0.02% | −2,772−20.5% | Reduced |
| Millennium Management LLC | 11,036 | $126.0K | 0.00% | +11,036 | New |
| Moors & Cabot, Inc. | 11,100 | $126.8K | 0.01% | +11,100 | New |
| Commonwealth Equity Services, LLC | 11,440 | $130.0K | 0.00% | +11,440 | New |
| Raymond James & Associates | 11,525 | $131.6K | 0.00% | −11,316−49.5% | Reduced |
| Horizon Kinetics Asset Management LLC | 12,160 | $138.9K | 0.00% | +12,160 | New |
| Ameriprise Financial Inc | 12,446 | $142.0K | 0.00% | +877+7.6% | Added |
| Boston Private Wealth LLC | 12,647 | $144.4K | 0.00% | +12,647 | New |
| Susquehanna Fundamental Investments, LLC | 14,018 | $160.1K | 0.00% | +2,421+20.9% | Added |
| Gsa Capital Partners LLP | 14,099 | $161.0K | 0.02% | −4,048−22.3% | Reduced |
| Lazard Asset Management LLC | 15,317 | $174.0K | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 15,529 | $177.3K | 0.00% | −73,271−82.5% | Reduced |
| Foundation Resource Management Inc | 16,125 | $184.0K | 0.03% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 16,442 | $187.0K | 0.01% | −137−0.8% | Reduced |
| Van Den Berg Management I, Inc | 17,500 | $199.8K | 0.07% | 00.0% | Unchanged |
| Walkner Condon Financial Advisors LLC | 19,096 | $218.1K | 0.07% | +232+1.2% | Added |
| State of Wyoming | 19,230 | $219.6K | 0.07% | −718−3.6% | Reduced |
| Two Sigma Advisers, LP | 20,500 | $234.1K | 0.00% | +4,900+31.4% | Added |
| Quantbot Technologies LP | 21,407 | $244.5K | 0.02% | +16,735+358.2% | Added |
| Group One Trading, L.P. | 22,368 | $255.4K | 0.01% | +22,368 | New |
| Everett Harris & Co | 24,004 | $274.0K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 24,695 | $282.0K | 0.03% | +24,695 | New |
| Advisory Services Network, LLC | 24,800 | $283.2K | 0.01% | +2,999+13.8% | Added |
| Raymond James Financial Services Advisors, Inc. | 26,053 | $297.5K | 0.00% | +7,035+37.0% | Added |
| Meixler Investment Management, Ltd. | 26,955 | $307.8K | 0.31% | −500−1.8% | Reduced |
| PRW Wealth Management LLC | 27,034 | $308.2K | 0.13% | 00.0% | Unchanged |
| Alps Advisors Inc | 27,416 | $313.1K | 0.00% | −10.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 30,143 | $344.0K | 0.00% | −109−0.4% | Reduced |
| Heritage Trust Co | 30,201 | $344.9K | 0.06% | 00.0% | Unchanged |
| BlackRock Inc. | 32,536 | $371.6K | 0.00% | +7,760+31.3% | Added |
| Sigma Planning Corp | 34,050 | $388.9K | 0.01% | +34,050 | New |
| Mariner, LLC | 34,051 | $389.0K | 0.00% | −190−0.6% | Reduced |
| Cetera Advisor Networks LLC | 38,393 | $438.5K | 0.00% | +16,728+77.2% | Added |
| Beck Mack & Oliver LLC | 39,580 | $452.0K | 0.01% | 00.0% | Unchanged |
| Roundview Capital LLC | 40,000 | $456.0K | 0.05% | −10,000−20.0% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 41,150 | $469.9K | 0.12% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 41,551 | $474.0K | 0.00% | +8,407+25.4% | Added |
| Qube Research & Technologies Ltd | 47,260 | $539.7K | 0.00% | −16,526−25.9% | Reduced |
| AE Wealth Management LLC | 50,312 | $574.5K | 0.00% | +5,119+11.3% | Added |
| Delta Investment Management, LLC | 50,911 | $581.4K | 0.19% | 00.0% | Unchanged |
| Creative Planning | 54,218 | $619.1K | 0.00% | −3,374−5.9% | Reduced |
| CWA Asset Management Group, LLC | 56,929 | $649.9K | 0.05% | +5,837+11.4% | Added |
| Quadrature Capital Ltd | 59,442 | $678.2K | 0.02% | −13,317−18.3% | Reduced |
| Jenkins Wealth | 60,306 | $687.5K | 0.28% | +60,306 | New |
| Bank of America Corp | 68,346 | $780.5K | 0.00% | −5,644−7.6% | Reduced |
| UBS Group AG | 69,785 | $796.9K | 0.00% | +34,114+95.6% | Added |
| Schonfeld Strategic Advisors LLC | 76,100 | $869.1K | 0.01% | +31,300+69.9% | Added |
| Cullen Capital Management LLC | 79,850 | $911.9K | 0.01% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 80,155 | $915.0K | 0.10% | +80,155 | New |
| Price Jennifer C. | 100,240 | $1.14M | 0.27% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 114,621 | $1.31M | 0.03% | +114,621 | New |
| Two Sigma Investments, LP | 134,709 | $1.54M | 0.00% | +78,913+141.4% | Added |
| Bramshill Investments, LLC | 153,848 | $1.76M | 0.21% | +153,848 | New |
| Jefferies Financial Group Inc. | 175,000 | $2.00M | 0.03% | +175,000 | New |
| Wells Fargo & Company | 181,891 | $2.08M | 0.00% | +55,800+44.3% | Added |
| HighTower Advisors, LLC | 215,472 | $2.46M | 0.01% | −35,300−14.1% | Reduced |
| Twin Focus Capital Partners, LLC | 219,624 | $2.51M | 0.52% | 00.0% | Unchanged |
| Mraz, Amerine & Associates, Inc. | 230,972 | $2.63M | 0.62% | −2,500−1.1% | Reduced |
| Morgan Stanley | 258,604 | $2.95M | 0.00% | −336,140−56.5% | Reduced |
| Beck Bode, LLC | 306,307 | $3.49M | 0.79% | −2,003−0.6% | Reduced |
| Wealthsource Partners, LLC | 535,912 | $6.12M | 0.43% | +23,259+4.5% | Added |