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 2023
Institutional positions in San Juan Basin Royalty Trust as of Mar 31, 2023. 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
- 93
- −8 vs. Q4 2022
- Shares held
- 6.94M
- −519.0K (−7.0%) vs. Q4 2022
- Total value
- $72.9M
- −$12.3M (−14.4%) vs. Q4 2022
- New holders
- 20
- 24 more added
- Sold out
- 28
- 29 more reduced
1 institution that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding San Juan Basin Royalty Trust; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Mirae Asset Global Investments Co., Ltd. | 1,334,746 | $14.0M | 0.03% | +1,334,746 | New |
| K2 Principal Fund, L.P. | 1,152,805 | $12.1M | 3.33% | −1,240,404−51.8% | Reduced |
| McDaniel Terry & Co | 565,191 | $5.95M | 0.65% | −247,115−30.4% | Reduced |
| Wealthsource Partners, LLC | 475,773 | $5.01M | 0.34% | −60,139−11.2% | Reduced |
| Beck Bode, LLC | 276,728 | $2.91M | 0.71% | −29,579−9.7% | Reduced |
| Twin Focus Capital Partners, LLC | 219,624 | $2.31M | 0.46% | 00.0% | Unchanged |
| Mraz, Amerine & Associates, Inc. | 219,271 | $2.30M | 0.57% | −11,701−5.1% | Reduced |
| UBS Group AG | 208,562 | $2.19M | 0.00% | +138,777+198.9% | Added |
| Susquehanna International Group, LLP | 187,000 | $1.97M | 0.00% | +187,000 | New |
| Wells Fargo & Company | 170,202 | $1.79M | 0.00% | −11,689−6.4% | Reduced |
| Bramshill Investments, LLC | 157,103 | $1.65M | 0.20% | +3,255+2.1% | Added |
| Morgan Stanley | 142,360 | $1.50M | 0.00% | −116,244−45.0% | Reduced |
| Qube Research & Technologies Ltd | 140,458 | $1.48M | 0.01% | +93,198+197.2% | Added |
| Raymond James Financial Services Advisors, Inc. | 131,875 | $1.39M | 0.00% | +105,822+406.2% | Added |
| Schonfeld Strategic Advisors LLC | 124,700 | $1.31M | 0.01% | +48,600+63.9% | Added |
| Horizon Kinetics Asset Management LLC | 100,514 | $1.06M | 0.02% | +88,354+726.6% | Added |
| Price Jennifer C. | 100,240 | $1.05M | 0.34% | 00.0% | Unchanged |
| LPL Financial LLC | 62,605 | $658.6K | 0.00% | +62,605 | New |
| Bank of America Corp | 58,931 | $620.0K | 0.00% | −9,415−13.8% | Reduced |
| Creative Planning | 53,351 | $561.2K | 0.00% | −867−1.6% | Reduced |
| Two Sigma Investments, LP | 49,000 | $515.5K | 0.00% | −85,709−63.6% | Reduced |
| Essex Financial Services, Inc. | 48,297 | $508.1K | 0.05% | −31,858−39.7% | Reduced |
| Advisor Group Holdings, Inc. | 47,108 | $496.4K | 0.00% | +5,557+13.4% | Added |
| Alpine Woods Capital Investors, LLC | 42,779 | $450.0K | 0.07% | +42,779 | New |
| Roundview Capital LLC | 40,000 | $420.0K | 0.04% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 40,825 | $414.4K | 0.11% | −325−0.8% | Reduced |
| Beck Mack & Oliver LLC | 39,180 | $412.2K | 0.01% | −400−1.0% | Reduced |
| Avidian Wealth Solutions, LLC | 38,369 | $402.9K | 0.02% | +38,369 | New |
| Jane Street Group, LLC | 37,387 | $393.3K | 0.00% | +37,387 | New |
| BlackRock Inc. | 36,892 | $388.1K | 0.00% | +4,356+13.4% | Added |
| Cullen Capital Management LLC | 34,130 | $359.0K | 0.00% | −45,720−57.3% | Reduced |
| Mariner, LLC | 34,050 | $358.0K | 0.00% | −10.0% | Reduced |
| Sigma Planning Corp | 31,797 | $334.5K | 0.01% | −2,253−6.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 30,694 | $323.0K | 0.00% | +551+1.8% | Added |
| Heritage Trust Co | 30,201 | $317.7K | 0.05% | 00.0% | Unchanged |
| Delta Investment Management, LLC | 30,195 | $317.7K | 0.09% | −20,716−40.7% | Reduced |
| Alps Advisors Inc | 29,218 | $307.4K | 0.00% | +1,802+6.6% | Added |
| Moors & Cabot, Inc. | 27,650 | $290.9K | 0.02% | +16,550+149.1% | Added |
| Meixler Investment Management, Ltd. | 26,955 | $283.6K | 0.28% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 24,906 | $262.0K | 0.01% | +106+0.4% | Added |
| International Assets Investment Management, LLC | 22,845 | $240.3K | 0.03% | −1,850−7.5% | Reduced |
| Two Sigma Advisers, LP | 21,200 | $223.0K | 0.00% | +700+3.4% | Added |
| PRW Wealth Management LLC | 25,534 | $194.6K | 0.08% | −1,500−5.5% | Reduced |
| Van Den Berg Management I, Inc | 17,500 | $184.1K | 0.07% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 16,472 | $173.0K | 0.01% | +30+0.2% | Added |
| Foundation Resource Management Inc | 16,125 | $170.0K | 0.03% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 16,000 | $168.3K | 0.00% | −98,621−86.0% | Reduced |
| Ameriprise Financial Inc | 16,443 | $164.6K | 0.00% | +3,997+32.1% | Added |
| Lazard Asset Management LLC | 15,317 | $161.0K | 0.00% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 15,000 | $157.8K | 0.02% | +15,000 | New |
| Raymond James & Associates | 14,625 | $153.9K | 0.00% | +3,100+26.9% | Added |
| Clear Street Markets LLC | 13,100 | $138.0K | 0.04% | +10,000+322.6% | Added |
| Boston Private Wealth LLC | 12,521 | $131.7K | 0.00% | −126−1.0% | Reduced |
| Royal Bank of Canada | 11,266 | $118.0K | 0.00% | +628+5.9% | Added |
| State Street Corp | 11,058 | $116.3K | 0.00% | +11,058 | New |
| PFG Investments, LLC | 10,335 | $108.7K | 0.02% | +10,335 | New |
| National Bank of Canada | 10,000 | $104.9K | 0.00% | +10,000 | New |
| State of Wyoming | 9,545 | $100.4K | 0.03% | −9,685−50.4% | Reduced |
| Chilton Capital Management LLC | 8,400 | $88.2K | 0.01% | +8,400 | New |
| Manchester Capital Management LLC | 6,000 | $63.0K | 0.01% | +6,000 | New |
| US Bancorp | 5,363 | $56.4K | 0.00% | −468−8.0% | Reduced |
| Cullen/Frost Bankers, Inc. | 3,929 | $41.3K | 0.00% | +24+0.6% | Added |
| Newbridge Financial Services Group, Inc. | 3,832 | $40.3K | 0.02% | +3,832 | New |
| Quantbot Technologies LP | 3,685 | $38.8K | 0.00% | −17,722−82.8% | Reduced |
| Sunbelt Securities, Inc. | 3,666 | $37.2K | 0.01% | +3,666 | New |
| Tower Research Capital LLC (TRC) | 3,546 | $37.0K | 0.00% | +2,694+316.2% | Added |
| Federation des caisses Desjardins du Quebec | 3,500 | $36.8K | 0.00% | +2,300+191.7% | Added |
| Cutler Group LP | 3,507 | $36.0K | 0.01% | +3,507 | New |
| Venturi Wealth Management, LLC | 2,128 | $22.4K | 0.00% | +2,128 | New |
| Steward Partners Investment Advisory, LLC | 2,017 | $21.2K | 0.00% | −647−24.3% | Reduced |
| Brown Brothers Harriman & Co | 2,000 | $21.0K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 2,000 | $21.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,890 | $19.9K | 0.00% | −473−20.0% | Reduced |
| Bessemer Group Inc | 1,600 | $17.0K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 1,554 | $16.3K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1,000 | $10.5K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 846 | $8.90K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 782 | $8.23K | 0.00% | −364−31.8% | Reduced |
| Stonebridge Capital Advisors LLC | 773 | $8.12K | 0.00% | +33+4.5% | Added |
| PSI Advisors, LLC | 530 | $5.58K | 0.00% | +250+89.3% | Added |
| Compass Wealth Management LLC | 350 | $3.68K | 0.00% | 00.0% | Unchanged |
| Norwood Financial Corp | 302 | $3.18K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 300 | $3.16K | 0.00% | +300 | New |
| Plante Moran Financial Advisors, LLC | 197 | $2.07K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 201 | $2.00K | 0.00% | +201 | New |
| Quadrant Capital Group LLC | 166 | $1.74K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 250 | $1.64K | 0.00% | −100−28.6% | Reduced |
| Covestor Ltd | 119 | $1.00K | 0.00% | −1,830−93.9% | Reduced |
| Benjamin Edwards Inc | 125 | $1.00K | 0.00% | +125 | New |
| Global Retirement Partners, LLC | 75 | $512 | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 35 | $369 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 34 | $358 | 0.00% | +1+3.0% | Added |
| FMR LLC | 1 | $11 | 0.00% | +1 | New |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −215,472−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −175,000−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −59,442−100.0% | Sold out |
| CWA Asset Management Group, LLC | 0 | $0 | 0.00% | −56,929−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −50,312−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −38,393−100.0% | Sold out |
| Everett Harris & Co | 0 | $0 | 0.00% | −24,004−100.0% | Sold out |