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 |
|---|---|---|---|---|---|
| McDaniel Terry & Co | 812,306 | $9.28M | 1.08% | +247,115+43.7% | Added |
| K2 Principal Fund, L.P. | 2,393,209 | $27.3M | 7.46% | +557,893+30.4% | Added |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −100,221−100.0% | Sold out |
| BNP Paribas Arbitrage, SA | 0 | $0 | 0.00% | −37,632−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −36,681−100.0% | Sold out |
| Goff John C | 0 | $0 | 0.00% | −30,700−100.0% | Sold out |
| Selective Wealth Management, Inc. | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Lindbrook Capital, LLC | 0 | $0 | 0.00% | −31−100.0% | Sold out |
| Jefferies Group LLC | – | – | – | – | Not filed |
| FourThought Financial, LLC | – | – | – | – | Not filed |
| American Portfolios Advisors | – | – | – | – | Not filed |
| Wipfli Financial Advisors LLC, | – | – | – | – | Not filed |